Ron Marchant CB FRSA Regional Seminar;

1. Needs for the Development of National Intellectual Property (IP) Strategies in Countries in Transition Ron Marchant CB FRSA Regional Seminar; Development of National IP Strategies; Moscow, Russian Federation; November 2012

2. Outline • Where we are and how we got here • Why IP strategies are important • Stages in forming a strategy • Who are the actors? • Initial steps • The strategy document • The action plan • Risks • Some lessons

3. Where We Are and How We Got here • The beginning – Serbia 2008 • First version of Guidance • Missions to discuss IP Strategies • IP Strategies prepared using the Guidance • WIPO best practice project • Second version of Guidance 2011 • Formal Evaluation of a strategy • Sibiu June 2012 • This Seminar

4. Why IP Strategies are Important • International economic competitiveness • Traditional economies • Modern innovation-based economies • Effective national innovation system • Command approach • Market approach • International treaties and agreements • WorldTrade Organisation (WTO) – August 2012 • Trade Related Aspects of Intellectual Property • Free Trade Agreements • European Union

5. Stages in forming a Strategy • Identifying actors • Initial scoping and fact-finding steps • Drawing up the Strategy Document • The Action Plan • Actions • Timing • Outcomes and Indicators • Resources • Project Management

6. Who are the Actors • Government Departments • The IP Office (or Offices) • Ministries • Industry, Commerce, Justice, Interior, Customs, Science and Technology, Agriculture, Health, Education, Finance, Foreign Affairs, Culture • President’s or Prime Minister's Office • Private sector • Business (especially SMEs), Attorney’s, Finance • Universities and Research Institutes, Inventors • Schools • General Public - Citizens • Potential partners

7. First Steps • Fact finding • Statistics • Current experiences and problems • International obligations • Scoping • SWOT analysis • Priorities • Outline objectives • Initial Outline document • sets out case for strategy • Priorities • Outline methodology • Indication of Resources • Gain support and agreement and form project team

8. Drawing up the Strategy Document • Based on outline document • Expand case for strategy • Set timescales • Identify main objectives, desired outcomes • Identify key actors and resources • Identify partners and potential support/donors • Set out management methodology • Outline Review process • Identify risks

9. The Action Plan • Main objectives • Actions within each objective • Who is responsible • Outcomes • Key achievement indicators • Timescales • Partners and support • Indicative resources

10. Risks • Lack of commitment • Ownership • Leadership • Unrealistic • Lack of resources • Lack of focus • Conflict • Inefficient use of support or donors

11. Lessons • Authority of leadership • Ownership • Relevant to national needs • Participation by all stakeholders • Identify and assess indicators • Adequate reporting and monitoring • Take corrective action • Evaluation and follow-up • Contact stakeholders • Questionnaires, interviews, workshops • Assessment Report • Identify and decide on further actions • Strategy phase 2 – this is a process not an event