Opteon

Consulting

Philip provides consulting services in two fields:

1. Tech transfer best practice

2. IP policy.

Tech Transfer Best Practice

IP Policy

Background in Best Practice

For the last 25 years of Philip's legal practice, he worked exclusively in the area of tech transfer.

His clients were mostly universities (18) and research institutes (21), mostly in Australia but other countries as well.

With so many universities and research institutes which he represented for so long and with which he had such intimate relationships, he had the opportunity to observe their tech transfer processes, from which he recognised:

what produced results
- what was best practice, and
- strategies which worked best, and

processes that were best avoided and replaced with better processes.

For the last 10 years of his practice he also consulted to universities and research institutes on tech transfer best practice and improvement.

Since retiring as a lawyer in 2015, Philip has continued to consult to universities and research institutes on tech transfer best practice and improvement.

Consulting in Best Practice

Philip’s consulting on Tech Transfer Best Practice entails:

Visiting a TTO and meeting with its management and staff, partly in groups and partly individually.

From those meetings, ascertaining the TTO’s processes and procedures, that is, what it does, and how it does it, as well as ascertaining the specific commercialisation and entrepreneurial environment in which the TTO operates.

Comparing the TTO’s processes and procedures with best practice

Providing a written report with recommendations to improve the TTO’s tech transfer practices and procedures:

- processes and procedures to consider abandoning, and why to do so
- processes and procedures to consider adjusting to achieve best practice, including how and why to make adjustment
- new processes and procedures to consider adopting to achieve best practice, including how and why to adopt them.

Providing training on the recommendations that the TTO decides to adopt.

Philip has consulted to TTOs in this way in both Australia and Asia.

Philip has provided advice to over 40 universities and research institutes, as well as to international agencies, governments, and companies on their intellectual property policies and their implementation.

He advises on

policy options,
international best practice, and
customisation of an organisation’s intellectual property policies

to best meet the institution’s needs.

He facilitates discussion and the assessment of policy options by stakeholders to ensure that policy outcomes meet their objectives.

Supporting that advice and facilitation, Philip designs and writes intellectual property policies and their implementation protocols.