From December 2008 to September 2010 a variety of methodologies (document analysis, participative observation, interviews and surveys) generated data which led to development of a theoretical framework. The theoretical framework, called Master Plan for Technology Transfer (TT), is a reference schema for best practices. The Master Plan contains 271 rules (good practices) referring to 43 facilitators distributed in seven groups. The facilitators and rules were selected from a coding process based on grounded theory, where facilitators are the categories and rules are their properties.
Based on the methodologies and development of the Master Plan, we constructed a tool called Best Transfer Practices (BTP) which is a qualitative tool to assess and study TTOs and their host R&D institutions.
The collection of rules and facilitators are the soul of our BTP. It is our contribution to the knowledge of actual practices in TT.