Step-by-Step Guide to Academic-Industry Partnerships
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Transcript of Step-by-Step Guide to Academic-Industry Partnerships
A Step-by-Step Guide to Creating Successful Academic-Industry Partnerships
Jon D. Duke, MD, MSRegenstrief Institute
January 30, 2013
U
U
Step 1. Know ThyselfStep 2. Know Thy PartnerStep 3. Lay Out the VisionStep 4. Develop the ContractStep 5. Define the InfrastructureStep 6. (Serious) Project PlanningStep 7. Do the WorkStep 8. Review, Articulate, Iterate
Know Thyself
Do you want to partner with Industry?
NIH Funding
Know Thyself
Source: NIH
Know Thyself
Source: NIH
7+ Years
Photo: NASA Goddard Space Center
Photo: Peter Fleck
Do you want to partner with Industry?
+ Funding
+ Speed of Action
+ Breadth of Impact
+ Expertise
+ Cutting Edge Innovation
Academy Industry
The Tenure Track
Source: Open Clip Art LIbrary
Source: US Patent Office
Do you want to partner with Industry?
+ Funding
+ Rapid Action
+ Breadth of Impact
+ Expertise
+ Cutting Edge Innovation
- Differing cultures- Some loss of control- Uncertain career benefits- Publication complexities- IP complexities
Know Thyself
What do you have to offer?
Does your work havetranslational potential?
Step 1. Know ThyselfStep 2. Know Thy PartnerStep 3. Lay Out the VisionStep 4. Develop the ContractStep 5. Define the InfrastructureStep 6. (Serious) Project PlanningStep 7. Do the WorkStep 8. Review, Articulate, Iterate
Do you know what they want?
Do they know what they want?
Do they understand theacademic research environment? Photo: Dimitri B
Do they understand theacademic research environment? Photo: Perkins
Do they have realistic expectations for funding?
Do they have realistic expectations for time?
What is the level of commitment?
At what level does that commitment exist?
Three Key Attributes:Respect, Flexibilty, Personability
Ideal Partner
• Experience with academic research• Realistic expectations• High level of commitment at high levels in the
company• Engage as equals• Flexible approach• Personable interactions
Step 1. Know ThyselfStep 2. Know Thy PartnerStep 3. Lay Out the VisionStep 4. Develop the ContractStep 5. Define the InfrastructureStep 6. (Serious) Project PlanningStep 7. Do the WorkStep 8. Review, Articulate, Iterate
Define the drivers for the relationship on both sides
Example Industry Drivers
• Develop intellectual property• Increase sales• Mitigate risks• Gain access to experts• Gain access to data• Public relations benefits
Example Academic Drivers
• Fund one’s work• Novel research• Build infrastructure• Develop IP• Access to experts• Gain insight into industry
Identify common areas that will satisfy drivers on both sides
Be Honest
A 'No' uttered from the deepest conviction is better than a 'Yes' merely uttered to please.
- Mahatma Ghandi
Be Creative
With a breadth of drivers, you may find surprising areas will meet common goals.
Expect Change
Over the course of your collaboration, areas of interest may shift.
The Vision
Step 1. Know ThyselfStep 2. Know Thy PartnerStep 3. Lay Out the VisionStep 4. Develop the ContractStep 5. Define the InfrastructureStep 6. (Serious) Project PlanningStep 7. Do the WorkStep 8. Review, Articulate, Iterate
Fear Not the Lawyers(but be patient)
Is the contractual commitment commensurate with the Vision?
Example Funding Mechanisms
• Up Front Funding• Recurring Funding• Milestone-based Funding• Marketization-based Incentives
How is the Work Defined?
Are IP Issues Addressed?
Are IP Issues Addressed?
• Who will own the IP?• Do you have the ability to make assurances?
– University requirements– Multiple university affiliations
• Involvement of researchers not part of this contract?
• Relationship between IP and publications
Publication Rights
• Ensure freedom to publish• But expect oversight from technical to
‘interpretive’• Build in time for reviews and IP consideration• Shared authorship brings complexity• Recommend a Publication Committee
Steering and Tie Breakers
Expect an Escape Clause(make sure it’s mutual)
keep the lines open
Step 1. Know ThyselfStep 2. Know Thy PartnerStep 3. Lay Out the VisionStep 4. Develop the ContractStep 5. Define the InfrastructureStep 6. (Serious) Project PlanningStep 7. Do the WorkStep 8. Review, Articulate, Iterate
Steering:Guidance, Vision, Approval
Operations:Running the Day-to-Day
Partnership
Multiple Project Teams
Internal Advisory Board
Cross-Cutting Cores
For Large Collaborations
Steering Committee
Operations Committee
OperationsCommittee
Project Team
Project Team
Project Team
Project Team
Project Team
Data Core
Biostatistics Core
Natural Language Processing Core
RI InternalAdvisory
Board
MerckInternal
Processes
Step 1. Know ThyselfStep 2. Know Thy PartnerStep 3. Lay Out the VisionStep 4. Develop the ContractStep 5. Define the InfrastructureStep 6. (Serious) Project PlanningStep 7. Do the WorkStep 8. Review, Articulate, Iterate
P.P.P.P.PP
The Single Most Critical Factor
Idea
a long way
Ensure that everyone who might be interested later is informed now
Project Leads Should Be…
• Genuinely interested and invested in the topic• Collaborative in nature• Aware of the overall partnership vision• Provided sufficient resources (FTE, PM, admin)
Write a Comprehensive Project Plan
• Be explicit about the division of labor in preparing the project plan
• Be aware of any protocol review requirements (e.g., IRB, DRC) up front
• Provide buffer in project execution, recognizing communication challenges
Do both sides still see value in the project that has emerged?
Step 1. Know ThyselfStep 2. Know Thy PartnerStep 3. Lay Out the VisionStep 4. Develop the ContractStep 5. Define the InfrastructureStep 6. (Serious) Project PlanningStep 7. Do the WorkStep 8. Review, Articulate, Iterate
Begin with the End in Mind
Keeping Things on Track
Transparency
Monitor team relations
Avoid Assumptions
If Things Go South…
Review Goals and Plan
Team Changes
Terminate
Step 1. Know ThyselfStep 2. Know Thy PartnerStep 3. Lay Out the VisionStep 4. Develop the ContractStep 5. Define the InfrastructureStep 6. (Serious) Project PlanningStep 7. Do the WorkStep 8. Review, Iterate, Articulate
Review with all participants what worked and what didn’t.
Iterate on your processes.
Articulate the value of your
partnership to your stakeholders.
Help your partner do the same.
1. Know Thyself
2. Know Thy Partner
3. Lay Out the Vision
4. Develop the Contract
5. Define the Infrastructure
6. (Serious) Project Planning
7. Do the Work
8. Review, Iterate, Articulate
Steps to Creating a Successful Academic-Industry Partnership
Questions?