Trademark application flow chart

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The following chart shows several straightforward steps to be accomplished by the applicant. We should have a paragraph explaining each step and why it is important, and point to resources for accomplishing that step.

We expect reporting to the franchise list (or somewhere else?) during this process, so we can identify problems as they develop and point people in a useful direction. (Once ongoing status is achieved, regular reporting would continue. But while this process is happening, the reporting would likely be more interactive and less formatted.)

Overview

Caveats:

  • untested
  • some of these steps could happen in a slightly different order
  • some steps may be missing still
  • not completely decided which steps are optional and which are mandatory
  • definitions below may need tweaking, and most need further explanation

This is a graph with borders and nodes. Maybe there is an Imagemap used so the nodes may be linking to some Pages.

Definitions and links

Checklist
A checklist of criteria that assure the Intergalactic that the applicant is on track to becoming an actual Free Geek.
Red Flags
A list of common problems we have seen that would need addressing or would block an applicant from becoming an actual Free Geek.


deletion

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Whenever possible, could an Admin please remove this page?


The startup list
You can sign up for the startup list here: http://www.freegeek.org/about/intergalactic/startup-list-signup/
The Free Geek Principles
The six principles that govern what a Free Geek actually is. All applicants must understand these and agree to them in order to use the Free Geek trademark.
  • We need to provide a link to "the documentation". We need one solid entry point. Which one is it?
Service Area
The geographic area you expect to serve. Don't make this too big. A potential problem would be that one town claims a whole state and this creates confusion when another town in the same state tries to get set up. Most Free Geeks use the name of a town and serve the whole metropolitan region around that town.
Name
The preferred naming scheme is "Free Geek Foo" where "Foo" is changed to the name of your service area.
  • We need an explanation of domain hosting issues
Conditional Status
When the Intergalactic has formally decided that the applicant is very near to provisional status, but there are a few outstanding issues. At this stage the Intergalactic can allow the applicant to use the name dependent upon certain stated conditions.
Provisional Status
The Intergalactic has formally decided that the applicant may use the Free Geek name with no outstanding issues. The applicant understands what they're getting into and will develop a plan for achieving ongoing status.
Ongoing Status
Intergalactic has formally decided that the applicant may use the Free Geek name and is actually carrying out standard Free Geek activities according to the Principles .
Provisional Trademark Use Application
The first of two applications, designed to demonstrate that an applicant understands what a Free Geek is, knows a bit about how much work it entails, and wants to actually do that.
Follow-up Questions
Questions asked by the Intergalactic of the applicant designed to address red flags during the initial application phase.
Progress Reports
The provisional Free Geek must report regularly about their progress towards achieving ongoing status.
Develop and submit
the following items need to be fleshed out and understood. They do not need to be submitted all at once.
Mission Statement
The provisional Free Geek must supply a mission statement that defines what they will be doing and that meets the Free Geek Principles.
Business Plan
An overall plan for establishing standard Free Geek activities, including funding, volunteer recruitment, acquisition of space, etc.
Vendor List
A list of vendors that the provisional Free Geek will be doing recycling business with.
Incorporation
Incorporating area by area is different, here is some consistent items
Articles of Incorporation
Paperwork filed with the state or province establishing a legal entity as a non-profit.
Bylaws
Formal rules filed with the state or province that govern the provisional Free Geek's decision making system, etc.
Charity Status
Status granted by the government that could allow certain tax benefits to the provisional Free Geek. In the US, the government agency is the IRS and charity status is governed by section 501(c)(3) of the IRS code.
Acquire Space
In order to carry out its activities, a provisional Free Geek must eventually acquire space (through purchase, donation, or a rental agreement) in order to carry out its activities.
Final Application for Trademark Use
When all the above steps have been completed, the provisional Free Geek should apply for ongoing status, and the Intergalactic must review this application.
Status Reports
The Free Geek must report regularly about their activities, showing measurable evidence that they are adhering to the principles.