| Opportunity
Workshop
|
Topic |
Activity |
Coach |
Time |
Introduction |
|
Session
Leader |
8:30-9:30
|
| • |
Presentation:
A Few Words… |
| |
• |
Introductions |
| |
• |
Objectives
& Goals |
| • |
Exercise
#1: Opportunity Only Knocks Once! |
| |
• |
Situation
Analysis |
| |
• |
Review
and Discuss |
Getting
into the Asset Flow!
|
|
Presenter |
9:30-10:00 |
| • |
Presentation:
Leveraging Your Assets’ Value |
| |
• |
Goals
and Objectives |
| |
|
• |
Research
Value Levers |
| |
|
• |
Economic
Development Framework |
| |
• |
Asset
Flow and Leverage Concepts |
| |
|
• |
Research
Process Framework |
| |
|
• |
Research
Platform Strategies |
| |
|
• |
Asset
Lifecycle Management |
| |
|
• |
Asset
Inventory and Disclosure |
| |
|
• |
Portfolio
Management Practices |
| |
|
• |
Asset Valuation “Benchmarking" |
| • |
Exercise
#2: The Risk of Doing Nothing! |
| |
• |
Value
vs Risk Positions |
| |
• |
Risks
of Doing Nothing |
Researching
the Opportunities!
|
|
Research
Leader |
10:00-12:00
(30 minutes to 1 hour per program)
|
| • |
Presentation:
Classifying Assets By Opportunities |
| |
• |
Research
Opportunity Assessment |
| |
|
• |
Key
Research Facts |
| |
|
• |
Research
Focus and Priority |
| |
|
• |
Challenges
and Issues |
| |
|
• |
Opportunity
Owners |
| |
|
• |
Research
Program Profiles Handout |
| |
• |
Exercise
# 3: Opportunity Knocking! |
| |
|
• |
Opportunity
Process Overview |
| |
|
• |
Rate,
Rank and Nominate |
| |
|
|
• |
Research
Grants |
| |
|
|
• |
License
& Royalties |
| |
|
|
• |
New
Business Ventures |
Creating
the Opportunities |
|
Session
Leader |
1:00-1:30 |
| • |
Presentation:
Opportunity Value Analysis |
| |
• |
Asset
Disclosure Profile |
| |
• |
Asset
Value Workbooks |
| |
• |
Ranking
the Best Opportunities |
| |
• |
Team
Assignments and Schedule |
| “Best
Few” Portfolio Analysis |
|
Teams
|
1:30-4:30
(1 hour per asset)
|
| • |
Exercise
# 4: Making the Best of IP! |
| |
• |
Complete
Asset Value Workbooks |
| |
• |
Analyze,
Discuss and Agree |
| |
|
• |
Asset
Benchmark vs “Ideal” Guidelines |
| |
|
• |
Asset
“Go/No Go” Analysis |
| |
|
• |
Best
Few Opportunities |
| |
|
|
• |
Grant
Funding |
| |
|
|
• |
Asset
Licensing |
| |
|
|
• |
New Venture |
Moving
Forward |
|
Session
Leader |
4:30-5:30 |
| • |
Presentation:
Preparing the Playbooks |
| |
• |
Overview
of Investment Playbooks |
| |
|
• |
Grant |
| |
|
• |
License |
| |
|
• |
New
Venture |
| |
• |
Review
Investment Opportunity Worksheets |
| |
|
A. |
Asset
Information |
| |
|
B. |
Go/No
Go Decision |
| |
|
C.
|
Ideal
Investment Go/No Go |
| |
|
D. |
Ideal
Customer Go/No Go |
| |
|
E. |
Value
Mix Analysis |
| |
|
F. |
Market
Stages & Cycles |
| |
|
G. |
Opportunity
Assessment |
| |
|
H. |
Recommended
Strategy & Action |
A
New Stage in Thinking! |