Technology Transfer Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Technology Transfer Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Technology Transfer related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Technology Transfer specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Technology Transfer Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Technology Transfer improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. How can a technology transfer manager shrink all of different considerations down to just one number, a royalty rate, and compare the institutions opportunity with published outcomes?

  2. What, if any, solutions are available to promote or expand the private sector interest in supporting technology transfer within existing producer organizations?

  3. Do you promote/advertise successful technology transfer activities that have resulted in royalty revenue for your organization and/or an individual inventor?

  4. Do the institutions hiring, promotion and intellectual property policies encourage department participation and promote excellence in technology transfer?

  5. How can federal technology transfer policy as embedded in applicable legislation be made more flexible and be adapted to industry specific requirements?

  6. Have you been involved in any technology transfer activities that have resulted in royalty returns to your organization and/or an individual inventor?

  7. Can a combination of functionality and durability tests be designed to accurately represent the real world conditions expected for a new technology?

  8. Has your program office considered the possible role of your organization level, nonprofit foundation to support its technology transfer activities?

  9. Is there an opportunity for the investment strategy to prioritize clean energy deployment and minimize investments in high carbon energy sources?

  10. Why has technology transfer in support of sustainable development failed to fulfil expectations and meet the clearly evident and pressing needs?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Technology Transfer book in PDF containing 991 requirements, which criteria correspond to the criteria in...

Your Technology Transfer self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Technology Transfer Self-Assessment and Scorecard you will develop a clear picture of which Technology Transfer areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Technology Transfer Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Technology Transfer projects with the 62 implementation resources:

  • 62 step-by-step Technology Transfer Project Management Form Templates covering over 1500 Technology Transfer project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Process Improvement Plan: Are there forms and procedures to collect and record the data?

  2. Team Operating Agreement: Communication protocols: how will the team communicate?

  3. Procurement Management Plan: Has a provision been made to reassess Technology Transfer project risks at various Technology Transfer project stages?

  4. Activity Duration Estimates: What is the difference between using brainstorming and the Delphi technique for risk identification?

  5. Activity Duration Estimates: Why is activity definition the first process involved in Technology Transfer project time management?

  6. Variance Analysis: How are material, labor, and overhead variances calculated and recorded?

  7. Stakeholder Management Plan: What guidelines or procedures currently exist that must be adhered to (eg departmental accounting procedures)?

  8. Risk Management Plan: Have top software and customer managers formally committed to support the Technology Transfer project?

  9. Schedule Management Plan: Where is the scheduling tool and who has access to it to view it?

  10. WBS Dictionary: Is work properly classified as measured effort, LOE, or apportioned effort and appropriately separated?

 
Step-by-step and complete Technology Transfer Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Technology Transfer project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Technology Transfer project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Technology Transfer project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Technology Transfer project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Technology Transfer project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Technology Transfer project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Technology Transfer project with this in-depth Technology Transfer Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Technology Transfer projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Technology Transfer and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Technology Transfer investments work better.

This Technology Transfer All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.