Training, Coaching, and Capability Development

Ellis Terry regularly provides a wide range of training, coaching, and capability development services. We are able to provide these services virtually or on-site. Please contact us if you wish to talk through the options.

Callaghan Innovation Beyond IP Programme

We are as an accredited provider under the Callaghan Innovation Beyond IP programme offering 40% Government co-funding for up to NZ$25,000+GST total spend. Under this scheme we help you to understand your intangible assets and how to strategically manage them. This may include: education to understand  the range of intangible assets in your business from IP (patents, designs, trade marks, confidential information and trade secrets) through to regulatory approvals, domain names; developing and implementing an IP strategy; understanding how to best manage all types of intangible assets; managing infringement risk; and learning how to leverage IP value for faster growth and effective commercialisation.

Business Planning

  • R&D Growth Strategies and IP Strategic Planning – Learning how to use IP and R&D to help your business grow.
  • Competitive Advantage/Opportunity – Looking at technical and commercial key selling proposition and competitive advantage, and assessing competitors.
  • Action/Operational Plans – Developing action plans for intellectual property and research and development to achieve targets.

Marketing Strategies

  • Marketing Planning – Developing a marketing and brand protection plan.
  • Competitive Advantage – Identifying, developing, leveraging, and sustaining technical and commercial competitive advantage.
  • Branding – Developing, maintaining, protecting, and enforcing a brand to add value to a business.
  • Legal Rights – Complying with relevant legislation and guidelines, including Advertising Standards Authorities, the Fair Trading Act and the Trade Marks Act.


  • Costing and Pricing – Understanding fixed and variable IP costs, and determining the most profitable areas of IP.
  • Budgeting and Cash Flow Planning – Preparing IP budgets and cash flow forecasts, and setting and managing IP financial targets.
  • TaxationTaxation of R&D and IP costs, R&D loss tax credit (28%), and R&D tax incentive (15%).
  • Government grants and subsidies for R&D and IP – Applying and optimising your use of government programmes.

Business Systems

  • IP Procedures and Processes – Auditing IP, identifying new IP, protecting trade secrets, processes for protecting IP, processes for reducing infringement risk, and processes for managing IP infringement when it occurs.
  • Record Keeping – Processes and procedures for organising, processing, and storing IP and trade secret related data.
  • Benchmarking – The systematic and continuous process of identifying, learning and adapting best IP practices from national and international businesses in the same industry in order to help a business improve its IP performance.

Managing Resources

  • Motivation How R&D staff are motivated, compensation models, and motivation tools for encouraging IP generation.
  • Creativity – How to run an agile R&D environment to generate good quality IP, and invention harvesting.
  • Employment Compliance – Understanding ownership of IP, managing confidentiality obligations during and after employment, and IP contractual terms for employees.
  • Intellectual Property Protection – Understanding what intellectual property is, what can be formally registered (including copyright, trademarks, patents, and designs), how to go about it and costs, ways to protect non-registrable forms of intellectual property, and formulating your intellectual property strategy.


  • Optimised Legal Structures for IP – Advice around entity and ownership structures, including licensing and permitted use arrangements and jurisdictional issues.


  • Getting Started in Exporting – IP freedom to operate in markets you will launch in,  intellectual property, and branding protection.
  • Risk Management – Understanding whether your IP will be infringed, any design around or potential infringement activity, and whether you may be about to be subject of legal proceedings.
  • Foreign Languages and Cultures – Choosing brands in foreign lands, guidance around avoiding bad connotations, translations, and transliterations.

Capital Raising

  • Introduction to Capital Raising – How IP can leverage your capital raising efforts, and how basic problems like chain of title or information about freedom to operate can trip deals up.
  • Getting Companies Investor Ready – Preparing the term sheet including IP information and valuing IP.
  • Completing the Deal – IP due diligence, and how to capitalise on key IP selling points.