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Intellectual Property Research: Commercialization Plan

Plan

Commercialization Plan

 

Executive summary

1.1.   Objectives

1.2.   Mission                                                                      No resources needed

1.3.   Nature of the product/service being offered

1.4.   Keys to success

 

2.      Company summary

2.1.   Legal entity and ownership                                      

·         Comparable companies (10-Ks)

2.2.   Location and facilities

·         Industry Magazines (buyers guides)

·         Comparable companies (10-Ks see “Item 2: Properties”)

 

3.      Product description

 

4.      Market analysis summary

4.1.   Description of the industry

·         NAICS code (North American Industry Classification System)

·         IBISWorld

·         NetAdvantage

4.2.   Market segmentation

·         Comparable companies (10-Ks)

·         Hoovers Academic

·         Business Source Complete

·         ABI/Inform Global

·         Business & Company Resource Center

·         Ratio Books (email Trip with NAICS code)

4.3.   Target market segment strategy

·         Business Source Complete

·         ABI/Inform Global

·         Business & Company Resource Center

·         Associations Unlimited

·         American Factfinder

·         SBRNet: Sports Business Research    

·         Zip Code Business Patterns 

·         Census Data

·         The Right Site

·         ZIPskinney

4.4.   Competition

·         NAICS code

·         Hoovers Academic

·         Comparable companies (10-Ks see “Item 7: Management’s Discussion & Analysis)

 

4.5.   Barriers to entry

·         Business Source Complete

·         ABI/Inform Global

·         Business & Company Resource Center

·         Industry Studies Program of the Industrial College of the Armed Forces  

·         IRS’ Audit Technique Guides (ATGs)  

·         Comparable companies (10-Ks see “Item 1a: Risk Factors” and “Item 7: Management’s Discussion & Analysis”)

 

5.      Production Plan

5.1.   Production strategy

·         Business Source Complete

·         ABI/Inform Global

·         Business & Company Resource Center

 

5.2.   Future research and development plans

·         Business Source Complete

·         ABI/Inform Global

·         Business & Company Resource Center

·         Industry Magazines

·         Comparable companies (10-Ks)

 

5.3.   Outsourcing     

·         Internet

 

6.      Strategy and implementation summary -

6.1.   Competitive advantage

·         Google Patents

·         Espacenet

·         Patent search

·         Value chain of comparable companies

 

6.2.   Value proposition

·         Value Proposition Template  

 

6.3.   Sales strategy

·         NAICS code

·          

6.4.   Marketing strategy

·         Comparable companies (10-Ks)

 

7.      Critical risks

7.1.   Identify external risks

·         Comparable companies (10-Ks see “Item 1a: Risk Factors” and “Item 7: Management’s Discussion & Analysis”)

·          

7.2.   Identify internal risks

·         Comparable companies (10-Ks see “Item 1a: Risk Factors” and “Item 7: Management’s Discussion & Analysis”)

 

7.3.   Contingency plans

·          

7.4.   Methods to minimize risk

·         Comparable companies (10-Ks see “Item 1a: Risk Factors” and “Item 7: Management’s Discussion & Analysis”)

 

8.      Management summary

8.1.   Organizational structure

·         Business Source Complete

·         ABI/Inform Global

·         Business & Company Resource Center

·         Conference Board

·         Comparable companies (10-Ks)

 

8.2.   Team members

·         Business Source Complete

·         ABI/Inform Global

·         Business & Company Resource Center

·         Conference Board

·         Comparable companies (10-Ks)

 

8.3.   Insufficiency in management

8.4.   Overview of company management

·         Business Source Complete

·         ABI/Inform Global

·         Business & Company Resource Center

·         Conference Board

·         Comparable companies (10-Ks)

 

 

9.      Financial plan

9.1.   Startup costs

·         Ratio Books

·          

9.2.   Startup funds

·          Ratio Books

9.3.   First-year financial projections 

·          Ratio Books

9.4.   Historical industry ratios utilizing NACIS codes

·         Ratio Books

·         Economic Census

9.5.   Comparisons to like industries utilizing NACIS codes

·         Ratio Books

·         Economic Census

·         NAICS code

 

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