Online Course: Patent Portfolio Management

Detailed programme Course : from 12:30 to 17:30 CET
Pre-Meeting: on 4 October 2021 from 14:00 to 15:00 CET
Strategizing PPGM

Aligning IP strategy with R&D and business strategies; IP SWOT

Budgeting PPGM

General cost-saving measures; centralization of patent renewals and translations; monitoring-based countermeasures

Organizing PPG

Workflow; IP Tollgate Framework

Proactive patent department involvement in R&D process

Generation of inventions; invention portal; invention disclosure form; submission of inventions

Screening; novelty search; novelty matrix and US invention disclosure statement

Patent Committees; review processes

Invention assessment; decision-making flow chart; decision email for trade secrets; 'birth' ranking

Inventor reward and recognition programme; feedback to inventors

Organizing PPM

Tech-based organization: taxonomy; assignment to patent engineers and agents; portfolio visualization

Working with patent agents

Workflow

Insourcing vs. outsourcing; outsourcing architectures

Agents: selection; agreements; schedule of fees;

collaboration

Patent filing strategies

Priority filings: strategies; assignment to agents

Further filings and country selection for grant: strategies; ranking-based tiers; assignment to agents

Ensuring quality of patent portfolio

Standard Operating Procedures; Quality Guidelines; internal instructions

Monitoring agents: Agents' Performance Tracking Tool; reviews, checklists; scoring; feedback; removal

Extracting value from the patent portfolio

Patent types in a large patent portfolio

Criteria for a valuable patent portfolio

Identifying valuable patents: strategies for patent portfolio review; inventor review questionnaires

Third party product searches

Patent intelligence tools: automated scoring systems; Forward Citations Tool; competitor product database

Analyzing and confirming value of identified patents: ranking systems; claim charting

Dynamically adapting prosecution to value: rankingand target-based prosecution; cluster-based prosecution; rational filing of divisional/continuation

applications; accelerated prosecution

Pruning the patent portfolio

Monthly vs. yearly pruning

Pruning Recommendation Tool: criteria, scores, recommendations

Detailed programme Course : from 12:30 to 17:30 CET
Pre-Meeting: on 4 October 2021 from 14:00 to 15:00 CET
Strategizing PPGM

Aligning IP strategy with R&D and business strategies; IP SWOT

Budgeting PPGM

General cost-saving measures; centralization of patent renewals and translations; monitoring-based countermeasures

Organizing PPG

Workflow; IP Tollgate Framework

Proactive patent department involvement in R&D process

Generation of inventions; invention portal; invention disclosure form; submission of inventions

Screening; novelty search; novelty matrix and US invention disclosure statement

Patent Committees; review processes

Invention assessment; decision-making flow chart; decision email for trade secrets; 'birth' ranking

Inventor reward and recognition programme; feedback to inventors

Organizing PPM

Tech-based organization: taxonomy; assignment to patent engineers and agents; portfolio visualization

Working with patent agents

Workflow

Insourcing vs. outsourcing; outsourcing architectures

Agents: selection; agreements; schedule of fees;

collaboration

Patent filing strategies

Priority filings: strategies; assignment to agents

Further filings and country selection for grant: strategies; ranking-based tiers; assignment to agents

Ensuring quality of patent portfolio

Standard Operating Procedures; Quality Guidelines; internal instructions

Monitoring agents: Agents' Performance Tracking Tool; reviews, checklists; scoring; feedback; removal

Extracting value from the patent portfolio

Patent types in a large patent portfolio

Criteria for a valuable patent portfolio

Identifying valuable patents: strategies for patent portfolio review; inventor review questionnaires

Third party product searches

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