IP Management in Collaborative Research
- Core content on IP models, contracts and governance from collaborative research
- Practical workshop with templates, checklists and role play exercises
- Concrete tools for background/foreground
Online-Seminar
Ab
1.340,00 €
zzgl. MwSt.
Leistungen & Ablauf
Veranstaltung - 1.340,-€ zzgl. MwSt.
The fee includes high-quality course material and a participation certificate for download, access to the Learning Space as well as technical support including a test meeting.
Period:
09:00 to 17:00 CET
Buchungsdetails
Online-Seminar
Ab
1.340,00 €
zzgl. MwSt.
Leistungen & Ablauf
Veranstaltung - 1.340,-€ zzgl. MwSt.
The fee includes high-quality course material and a participation certificate for download, access to the Learning Space as well as technical support including a test meeting.
Period:
09:00 to 17:00 CET
The online course covers IP management in collaborative research. Topics include models, governance, contractual frameworks, funder obligations, handling of background and foreground IP, software and AI aspects, and typical risks. Workshops with templates and negotiation simulations enable practical application. Target group: professionals with IP knowledge.
Your speaker
What to Expect
- Collaborative research models and IP governance from proposal to exploitation
- Funding bodies' expectations and typical IP clauses across grants and contracts
- Academia-industry alignment: ownership, access rights, publication and licensing
- Legal frameworks and standard agreements: NDAs, MTAs, options, licenses, consortia
- Practical IP operations during the project and failure patterns to avoid
Who Should Attend
Are you working as a corporate patent/IP professional, as R&D project leads in collaborations or as counsel in private practice and need to manage IP in collaborative research? Then this is right online course for you. IP knowledge is assumed.
Objective of the Event
A collaborative research project is fundamentally an IP-generating machine. Yet, the very nature of collaboration, which requires openness and sharing, stands in tension with the function of IP law, which is designed to grant exclusivity and control. In a collaborative environment, IP issues move beyond simple ownership (who created what) into complex realms of access, usage, and commercialization. The strategic goal is
not merely to "protect" IP, but to pre-align the rights of all partners to ensure that the resulting innovations can be efficiently deployed and successfully brought to market.
This masterclass explores the role of IP in collaborative research, delving into the details about how best to practically manage IP in such projects. This masterclass equips you to design, negotiate, and operate robust IP management in multi partner research and innovation.
You will learn how to align academic and industry incentives, translate funder expectations into workable clauses, and put practical IP governance in place across the full project lifecycle. Through case studies and actionable frameworks, you will learn to prevent common IP pitfalls. We emphasize tools you can immediately apply to your current and upcoming collaborations.
Your Benefit
- Translate funding bodies' IP requirements into concise, enforceable clauses and internal processes.
- Prevent "orphaned IP" by pre aligning publication, licensing, and commercialization rights among all partners.
- Apply ready to use templates: IP registers, background declarations, invention disclosure flows, and publication review steps.
- Improve decision making with risk checklists for ownership, freedom to operate, and third party obligations.
Programm
09:00 to 17:00 CET
- PPP, consortia and other multipartner arrangements
- Typical workflows
- How the model choice shapes IP strategy from proposal to exploitation
- How major funders view IP
- Common grant clauses and obligations
- Practical negotiation levers to stay compliant without blocking exploitation
- How to identify background IP and 3rd party issues
- How to track foreground and joint inventions
- IP register: enabling clean access rights and later commercialization
- Governance mechanisms, review windows, and template clauses
- NDAs, MTAs, collaboration agreements and other key instruments
- Musthave clauses, compliance points, and negotiation priorities
- Operational workflows from invention disclosure to publication review
- Setting access/licensing processes etc., and preserving FTO
- Licensing choices for software, datasets
- Opensource vs. proprietary strategies, provenance and documentation
- IP considerations specific to AI models, training data, and generated outputs
- Licensing, spinouts, joint ventures, staged exploitation and field restrictions
- Funder obligations, partner capabilities, market pathways: align exploitation plans
- Common failure modes, i.a. orphaned IP, conflicting license terms
- Early warning signs, mitigation checklists
- Embedding IP checkpoints into project plans, assigning responsibilities (RACI), defining gates and timelines, and aligning reporting with funder requirements and exploitation goals
Collaborative research models and IP
Collaborative research models and IP
- PPP, consortia and other multipartner arrangements
- Typical workflows
- How the model choice shapes IP strategy from proposal to exploitation
The IP perspective of funding entities
The IP perspective of funding entities
- How major funders view IP
- Common grant clauses and obligations
- Practical negotiation levers to stay compliant without blocking exploitation
Background vs. foreground IP
Background vs. foreground IP
- How to identify background IP and 3rd party issues
- How to track foreground and joint inventions
- IP register: enabling clean access rights and later commercialization
Academia vs industry: conflicting incentives and practical solutions
Academia vs industry: conflicting incentives and practical solutions
- Governance mechanisms, review windows, and template clauses
Legal frameworks
Legal frameworks
- NDAs, MTAs, collaboration agreements and other key instruments
- Musthave clauses, compliance points, and negotiation priorities
IP management during the project
IP management during the project
- Operational workflows from invention disclosure to publication review
- Setting access/licensing processes etc., and preserving FTO
Software, data and AI outputs
Software, data and AI outputs
- Licensing choices for software, datasets
- Opensource vs. proprietary strategies, provenance and documentation
- IP considerations specific to AI models, training data, and generated outputs
Commercialization pathways and exploitation planning
Commercialization pathways and exploitation planning
- Licensing, spinouts, joint ventures, staged exploitation and field restrictions
- Funder obligations, partner capabilities, market pathways: align exploitation plans
Risk scenarios: why projects fail because of IP
Risk scenarios: why projects fail because of IP
- Common failure modes, i.a. orphaned IP, conflicting license terms
- Early warning signs, mitigation checklists
Templates, tools and checklists workshop
Templates, tools and checklists workshop
Negotiation role play / case study group work
Negotiation role play / case study group work
Integrating IP governance into project management
Integrating IP governance into project management
- Embedding IP checkpoints into project plans, assigning responsibilities (RACI), defining gates and timelines, and aligning reporting with funder requirements and exploitation goals
More informations
Benefits of a FORUM Institut training course
FORUM Institut’s all-in-one training platform uses the latest teaching methods.
All our online training courses take place in the Learning Space, our holistic learning environment with many features that promote effective and sustainable learning.
- Live and interactive learning on our Learning Space training platform
- A platform with many features: events rooms, chat, course agendas and documents, surveys, workshop rooms and much more
- Easy surveys with Slido
- ‘Deluxe’ chat: group chats, one-to-one chats, one-to-one video chats
- A central repository for documents and media
- Other services and apps such as Padlet and Mentimeter available directly on the platform
- The perfect marriage of teaching methods and technology
- High level of interactivity with plenty of opportunity for questions
- Continuous support throughout the event to ensure the most effective learning
- Free technical pre-meeting to start off your training on the right foot
Technical requirements
You need a reliable Internet connection to take part in our online events. To have the best possible learning experience, we recommend that you use the latest version of the Microsoft Edge or Google Chrome browsers. You will need a headset, loudspeaker or telephone to play the audio. Further information is available here. Please check beforehand that your microphone or headset and camera are working properly. Do not access our services from a VPN since there are issues with the audio over such connections.
We have integrated Zoom video conferencing software into our Learning Space for our online training courses. If you are not authorised to use Zoom, please get in touch with us so we can make alternative arrangements for you to take part in our online training.
Free pre-meeting and technology check
You can attend one of our pre-meetings and explore our Learning Space free of charge. Registration is not required. You can find available dates for a pre-meeting in your customer portal. Click the green ‘Participate’ button in the pre-meeting in the customer portal and you will be redirected to the Learning Space.
The pre-meeting gives you the opportunity to explore our Learning Space and to familiarise yourself with the technology to start off your online training on the right foot. This is a non-binding offer for all our customers and not a prerequisite for participation. If a pre-meeting date does not suit you but you would still like a technology check, please contact us.
Access to and procedure for online events
Once you have registered for an event, we will send you the access information for your customer portal. Click here to log in to the customer portal using your email address and password. Please ensure you can access the customer portal before the day of the event.
All important or additional information and personal documents are available in your personalised customer portal. This is also where you start your online courses. If you do not have access to the customer portal yet, you can easily register here.
On the day of the event, you kick off your online training in the customer portal by clicking ‘Participate’ directly in the respective event. You will then be redirected to the Learning Space.
Learn more about our online events here.
Templates, tools and checklists workshop | Negotiation role play / case study group work
In the workshop, participants work hands-on with an IP register, an invention disclosure form, a background declaration, a publication review checklist, and standard licence clauses. They then adapt a provided template to a sample case. In the
negotiation role play / case study group work, participants work in small groups on a realistic negotiation scenario or case study. They practise drafting and negotiating contract clauses, making informed tradeoffs, and communicating effectively
between academic and industry stakeholders.
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Further Information
Your Contact Person
We are happy to advise you personally and individually.
Jean-Claude Alexandre Ho, LL.M.
Deputy Department Manager
+49 6221 500-675
jc.alexandreho@forum-institut.de



