Strategic IP Planning

Topics covered at this seminar include step by step practical guide to Strategic IP Planning, utilising a structured and rationalised IP strategy toolboox, competitive IP Analysis and market positioning. IP SWOT, align IP with R&D and business goals, performance benchmarking, measures and KPIs. IP planning as part of your daily role, presenting your plan persuasively.

Topics covered at this seminar:

• Step-by-step practical guide to strategic IP planning
• Utilising a structured and rationalised IP strategy toolbox
• Competitive IP analysis: market positioning
• IP SWOT: align IP with R&D and business goals
• Performance: benchmarking, measures and KPIs
• Defining and prioritising an IP roadmap
• IP planning as part of your daily role: presenting your plan persuasively

Attendees will have access to some materials prior to the seminar (see documentation paragraph below). Approximately two hours will be required to read through and prepare for this seminar

Documentation

• Pre-reading: contains all cases plus facts and data used during examples given by speakers and during teamwork assignments
• Theory book: contains all the models and frameworks learned during the seminar lectures
• Practice book: contains all the practical information needed to apply the cases to the frameworks during the teamwork assignments
• Post-reading: contains all the speaker feedback provided after teamwork assignments, plus extra insights and guidelines to best apply the frameworks to your own environment

Receive practical IP strategy advice from our expert

• Learn how to use a step-by-step guide and ‘toolkit’ to set up a successful strategic IP plan
• Take away practical tips and methodologies that can be used to align your IP with R&D and business goals
• Benefit from highly interactive sessions including case studies, real-life examples and business simulation
• Self-assessment included: access to an online survey to benchmark your (client’s) company readiness regarding IP strategy (optional, included within the seminar fee)

• IP Managers/Professionals (in-house and private practice)
• Non-IP Professionals (R&D Managers)
• Directors and Business Managers

Introduction and ice-breaker

IP strategy toolbox: theory

• Learn the ‘Matrix of IP Strategy Options’
• Link to IA management and innovation

IP strategy toolbox: theory continued

• Apply to real-life cases during teamwork assignments
• Group discussion and feedback

IP strategy-making: introduction

• The who-what-how of strategic IP planning
• Introduction to case study – ‘Renewable Energy’
• Introduction to the 5-step methodology (DIPS)

Step 1: vision setting

• Define/refine the vision to link IP and business
• Recourse to the matrix as a dashboard
• Teamwork and group discussion

Step 2: IP competition analysis

• Revisit the matrix through the competition landscape
• IP mapping techniques (mapping, landscaping…)
• Analysis of patent data (lifecycle, competition etc)
• Teamwork and group discussion

Step 3: IP SWOT development

• Gap analysis using the matrix: Compare business vision to current own IP
• High-level audit: Methods to assess and rank a company’s portfolio
• Derive actions to bridge current/desired IP position
• Teamwork and group discussion

Step 4: IP performance benchmarking and reporting

• Estimate budget needs for R&D and IP
• Define IP KPIs to report future success
• Prioritise actions to define an IP roadmap
• Review different scenarios
• Teamwork and group discussion

Step 5: The strategic plan – the outline

• Integrate outputs of steps 1-4 into a practical, rationalised plan
• Positioning, actions and measurement
• Differentiate core v non-core activity for higher performance

Getting buy-in from management for your strategic IP plan

• Introduction about persuading and convincing management
• Prepare your team’s IP plan presentation to management

Prepare your team’s IP plan presentation to management continued..

Present your plan to management

• Group discussion, peer evaluation (online) and feedback

From case to reality

• Re-apply the 5-step methodology (DIPS) to real life
• Success factors and key challenges
• Organisational aspects

Corporate IP planning – practical case study session

• Bottom up approach
• Revisiting the 5-step methodology (DIPS)
• Teamwork revisiting the case study with extra product lines

The 5-step methodology in practice – experiencing DIPS online

• Introduction to the online platform
• Re-apply the practical case study from days 1 and 2
• Discover flexibility, set-up and task allocation to your team (users)

Applying the 5-step methodology to participants own business scenario (with refreshments)

• Scope your project
• Identify and solve challenges
• Explore different entry points into the methodology
• Re-apply the first steps of the methodology on paper or online

Final questions and recommendations

Comments by previous attendees include:

‘Very useful and interactive training’
‘Good overview and user-friendly toolkit for IP strategy development.’
‘Content useful in advising clients.’

This course qualifies for the following CPD programmes:

• CPD certificate of attendance: 19.50 hours