Technology Transfer Office Strategy TTO Structure Ken Porter

Technology Transfer Office Structures � Functional Organization ◦ Specialization ◦ Directed efforts � Divisional

Core Structure Director (COO) Operations Strategy (CEO) Office Manager Staff Coordination Legal Mgr JD

Functional Organization Director and Core Support Services Bus Dev Corp Dev Licensing w/ staff

Divisional Organization Director and Core Support Services Academic Campus Center Medical Asst Dir Admin

Matrix Organization Director and Core Support Services LAgen Lasp/gen LAsp/sp/gen Personal & professional qualifications

Matrix Organization Director and Core Support Services LAgen Lasp/gen LAsp/sp/gen M Biol Eng Chem

Matrix Organization Multiple Institutions Director and Core Support Services LAgen Lasp/gen LAsp/sp/gen Mkting P’tfolio

Attract, Hire, Train, Compensate, Motivate, and Retain see Good to Great, Jim Collins Key

Attract, Hire, Train, Compensate, Motivate, and Retain Director Salary should match organizational objective Objectives

Strategy �Choose structure ◦ Primary, secondary drivers ◦ Internal office or foundation? �Manage &

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Technology Transfer Office Strategy TTO Structure Ken Porter Steamboat Mountain Solutions Angela Porter, RPh, CCH angie. smns@gmail. com Holistic Health Solutions It’s a New Day Ken Porter, Ph. D, MBA ken. smns@gmail. com Technology Transfer & Business Solutions

Technology Transfer Office Structures � Functional Organization ◦ Specialization ◦ Directed efforts � Divisional Organization ◦ Local service � Matrix Organization ◦ Flexible ◦ Scales easily

Core Structure Director (COO) Operations Strategy (CEO) Office Manager Staff Coordination Legal Mgr JD Financial Database License CPA/MBA dba Audit Advisory Boards Faculty Business

Functional Organization Director and Core Support Services Bus Dev Corp Dev Licensing w/ staff SRA, MTA, vending Administration & Operations Lic Assocspecialist LAsp A&S Eng LAsp Medicine

Divisional Organization Director and Core Support Services Academic Campus Center Medical Asst Dir Admin Asst LAgeneralist. LAgen A&S Eng LAgen Med LAgen Biomed Sci

Matrix Organization Director and Core Support Services LAgen Lasp/gen LAsp/sp/gen Personal & professional qualifications M Biol Eng Chem Med Dev Pharm Ph. D MS MS/MBA fmr CEO rep Strategic, i. e. , functional, assignments Mkting P’tfolio Strategy POC Licensing

Matrix Organization Director and Core Support Services LAgen Lasp/gen LAsp/sp/gen M Biol Eng Chem Med Dev Pharm Ph. D MS MS/MBA fmr CEO rep Mkting P’tfolio Strategy POC Licensing Multiple Institutional Liaison for each institution

Matrix Organization Multiple Institutions Director and Core Support Services LAgen Lasp/gen LAsp/sp/gen Mkting P’tfolio Strategy POC Licensing M Biol Ph. D Institution #1 LAgen Lic asst Eng MS Chem MS/MBA Inst #2 LAgen Lic asst Med Dev fmr CEO Pharm rep Inst #3 LAgen Lic asst

Attract, Hire, Train, Compensate, Motivate, and Retain see Good to Great, Jim Collins Key position – Licensing Associate Career ladder, mentored advancement LA, SLA, Asst Dir, Assoc Dir objective: executed agreements Support Staff, advance by expanding position Legal Mgr JD Contracts Drafting & editing Financial CPA/MBA forecasting & strategy Database dba process management License Audit compliance build relationship

Attract, Hire, Train, Compensate, Motivate, and Retain Director Salary should match organizational objective Objectives range by geographical reach and strategy Local wide Regional National World- Support Research Enterprise Institution Support Licenses, SRAs, MTAs strategic

Strategy �Choose structure ◦ Primary, secondary drivers ◦ Internal office or foundation? �Manage & operate, efficiently & effectively ◦ Initial stake ◦ Break-even, growth, and profit �Market ◦ Internally to inventors and administration ◦ Externally to licensees, partners and resources