Training, Coaching, and Capability Development

We are able to provide these services virtually or on-site. Please contact us if you wish to talk through the options.

Ellis Terry regularly provides training, coaching, and capability development as an accredited provider under the Callaghan Innovation IP scheme for up to NZ$9,500+GST under stage 1 and up to NZ$12,500+GST under stage 2, with a 40% government subsidy. Under this scheme, you can choose to develop capabilities that will allow you to: manage infringement risk, learn how to avoid losing valuable IP, find out how to identify important IP assets such as patents, trademarks, know-how and copyrights, discover how to leverage IP value for faster growth, and forming contractual arrangements.

More generally Ellis Terry are registered to provide training, coaching and capability development in the following areas under the Regional Business Partner Network Capability Voucher Scheme up to NZ$9,000+GST with a 50% government subsidy.


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


  • Marketing Planning – Developing a marketing and brand protection plan.
  • Market Research and Planning – Benefits and methods of competitor and market research, analysis of results, product and service development, and innovation.
  • 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, including 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.


  • 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.


  • 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 an post employment, and IP contractual terms for employees.
  • Intellectual Property Protection – Understanding what intellectual property is, what can be legally protected (including copyright, trademarks, patents, registered designs, and licenses), how to go about it and costs, non-legal forms of intellectual property protection, and formulating your intellectual property strategy.


  • Optimised Legal Structure for IP – Entity and ownership structures and jurisdictional issues.


  • Getting Started in Exporting – IP freedom to operate in markets you will launch in,  intellectual property, and branding protection.
  • Market Research – How to develop a brief and framework to undertake market research, reliable and informative sources of information and resources, and using research information as part of your export marketing plan.
  • Feedback from Partners – 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, avoiding bad connotations, translations, and transliterations.


  • 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.