Management Forum courses now available at IPI Academy - visit IPI for an updated experience and a broader selection of courses and subjects
  • Home
  • IP Department Roadmap

IP (Intellectual Property) Department Roadmap

This course provides a step-by-step, matrix-based methodology with a top-down and cross-functional approach to design an IP department roadmap

Customised in-house training course

The content, presenters and format of this course are customised to your requirements.

Contact us


Course overview

Is your IP department “stuck” in a current model which reaches its limits in terms of growing workload (internally and from recent acquisitions), change of business strategy, or change of management?

You are not the only ones. Prioritisation of IP department resources to further align with the business has been a recurring challenge for those in charge of the IP function, regardless of the department size. Again in KPMG’s 2021 report “Protecting Value” (a survey among 160+ IP departments from global companies in Europe and USA), proactive advise to internal clients (R&D, marketing, management) is the top priority while cost optimisation is the second reality although case workload keeps growing. Most frequent questions from CEO and executives: do we use the right resources for the right activities? Can we achieve the same IP protection level in a different way? Is there a more optimum model budget-wise?

The aim of the course is to design an IP department roadmap. This is not a plan for a specific technology, product or business segment of your company; instead, an IP department roadmap focuses on which IP activities for your team are essential in the short- and longer-term for the business to ensure that the “right IP resources” are allocated to the “right place” and at the “right time”.

To this end, this course provides a step-by-step, matrix-based methodology with a top-down and cross-functional approach to design an IP department roadmap. This practical methodology helps analyse the current business context of a company, define the right level of IP support for the business, and find a new dialog with CEO and CFO when it comes to budget and resources.

This course is not an extensive lecture about theoretical concepts or a long list of what the IP department should ideally do in a hypothetical future. Instead, the course is 100% based on insights gained from actual practice; it provides tools, dashboards and empirical thinking directly applicable to participants’ environments. During the course, participants will experiment a mix of teamwork exercises (one extensive case study, see below, applied to the methodology) and group discussions on key aspects such as categorisation, business scoring, IP scoring, transition, resources and budget.

Case study

The Executive Committee of the company GEC is preparing a new strategy plan for 2022-2025. During the previous plan, IP budget has been reduced for cost-savings reasons: 1/3 of the portfolio has been abandoned. During the same period, competition became more aggressive, resulting in erosion of GEC’s market share and GEC being forced to redesign new product generation due to blocking IP from the competition. GEC also faces challenges internally: GEC technologies are mature (mostly obsolete) and are competing against each other for the same applications. The Executive Committee of GEC is ready to put IP back on their agenda and take measures to close the IP gap with competition by 2025.

In the pre-reader, participants will receive: GEC strategy plan for 2018-2021; 2020 revenues and margins for GEC per product and technology; Market projections for 2025; and Current IP portfolio analysis per product and technology.

Participants should count for 1-2 days of preparation before the course to get familiar with the facts of the case study.

Who should attend?

  • IP Directors, IP managers or the like
  • Patent attorneys representing SMEs with no/limited in-house IP department
  • Ideal approach for newly appointed IP directors to better understand the business and management
  • Also ideal for those aiming at repositioning the IP department away from ad hoc


Customise & book

This course can be customised to meet your requirements, and delivered to your colleagues at your location or online. For more information, call us on +44 (0)20 7749 4730, email us at or contact us below:

Please complete all fields marked as required.

By submitting your enquiry, you explicitly consent to us us processing the personal data you have included in this form in accordance with our privacy policy.

Continuing professional development

This course qualifies for 12 hours for your CPD records.
More about CPD

Training options