2024-06-12 2024-06-12 , online online, 1,280 € plus tax Simone Frattasi https://www.forum-institut.com/seminar/24111134-the-management-of-patent-portfolios/referenten/24/24_11/24111134-online-course-the-management-of-patent-portfolios_frattasi-simone.jpg The Management of Patent Portfolios

Learn how to manage a patent portfolio with insights from a seasoned patent portfolio manager. Get more information and register here!

The contents of your online course
  • Developing strategic approaches for patent portfolio optimization
  • Financial planning and resource allocation for patent portfolios
  • Structuring and coordinating patent portfolios for optimal management
  • Maintaining high standards in patent portfolio excellence
  • Optimizing and leveraging patent portfolio assets
  • Let's prune the patent portfolio


Who should attend
You are tasked with managing patent portfolios and would like to know practical tools and best practices?

Then this course is intended for you. Knowledge of patents is required.
The objectives of your online course
Efficiently managed patent portfolios are key to enhancing a company's revenue without straining its budget.

Our hands-on course in Patent Portfolio Management (PPM) offers you the opportunity to gain insights from a seasoned patent portfolio manager.

The course includes practical tools and templates adaptable across various industries, ensuring you can apply these strategies effectively in your specific field.
Your benefit

  • You learn how to budget and to organize PPM
  • You learn how to identify diamond and lesser patents and their impact on PPM
  • You will be familiarised with tools and templates for your daily work

Online course - patent portfolio management

The Management of Patent Portfolios

Benefits
  • The essentials in one day
  • Practical, first-hand expertise
  • Effective knowledge transfer

Webcode 24111134

Book now

JETZT Buchen

Speaker


Everything at a glance

Appointment

12/11/2024

12/11/2024

Period

09:00 - 17:00 CET

09:00 - 17:00 CET
Venue

online

online

Fee
Your contact

Jean-Claude Alexandre Ho, LL.M.
Lawyer, Conference Manager

+49 6221 500-675
jc.alexandreho@forum-institut.de

Details

Learn how to manage a patent portfolio with insights from a seasoned patent portfolio manager. Get more information and register here!

The contents of your online course

  • Developing strategic approaches for patent portfolio optimization
  • Financial planning and resource allocation for patent portfolios
  • Structuring and coordinating patent portfolios for optimal management
  • Maintaining high standards in patent portfolio excellence
  • Optimizing and leveraging patent portfolio assets
  • Let's prune the patent portfolio


Who should attend
You are tasked with managing patent portfolios and would like to know practical tools and best practices?

Then this course is intended for you. Knowledge of patents is required.

The objectives of your online course

Efficiently managed patent portfolios are key to enhancing a company's revenue without straining its budget.

Our hands-on course in Patent Portfolio Management (PPM) offers you the opportunity to gain insights from a seasoned patent portfolio manager.

The course includes practical tools and templates adaptable across various industries, ensuring you can apply these strategies effectively in your specific field.

Your benefit

  • You learn how to budget and to organize PPM
  • You learn how to identify diamond and lesser patents and their impact on PPM
  • You will be familiarised with tools and templates for your daily work

Detailed programme

09:00 - 17:00 CET

Strategizing PPM
  • Patent portfolio strategy

Budgeting PPM
  • Authority and budget responsibility
  • General cost-saving measures: centralization, renegotiation, insourcing
  • Monitoring-based countermeasures

Organizing PPM
  • Rationale for PPM
  • Workflow
  • Tech-based organization:
    • Tech taxonomy and tech-based portfolio mapping
    • Assignment to patent engineers and patent agents
  • Portfolio visualization

Working with patent agents
  • Insourcing vs. outsourcing
  • Outsourcing architectures
  • Agents: selection, agreements, schedule of fees, collaboration

Patent filing strategies
  • Priority filings: strategies, assignment to agents
  • Subsequent 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 (checklists, scoring); feedback; removal

Extracting value from the patent portfolio
  • Workflows for small and large patent portfolios
  • Patent types in a large patent portfolio
  • Criteria for a valuable patent portfolio
  • Identifying valuable patents:
    • Strategies for patent portfolio review
    • Inventor review questionnaires
    • Patent intelligence tools (automated scoring systems, Forward Citations Tool, competitor products database)
  • Infringement hunting
  • Analyzing and confirming value of identified patents: rating, ranking, and claim charting
  • Adapting prosecution to value:
    • Ranking and target-based prosecution/cluster-based prosecution
    • Filing strategies for divisional/ continuation applications
    • Accelerated prosecution

Pruning the patent portfolio
  • Monthly vs. yearly pruning
  • Pruning Recommendation Tool: criteria, scores and recommendations

Tips & Hints

Your agenda

The agenda has been adapted specifically to the medium and the respective seminar.

It is as follows:
09:00 CET- Start of the course
10:15 CET - Break
12:30 CET - Lunch break
15:30 CET - Break
17:00 CET - End of the course

e-Learning

We do also offer a condensed version of this course as an e-learning. It comprises eight video modules with the related presentation slides. This allows you to learn at a flexible time and place, without travel costs. For further information please send an email to jc.alexandreho@forum-institut.com.

In-house training

This course is also available as an in-house course at your premises. Please send an email to jc.alexandreho@forum-institut.com for further details.

CPD: 6.5 hours

Attendees of this event will get 6.5 CPD hours certified.

This distinguishes our events

of 5 stars of all ratings from 2023

of 5 stars on Trustpilot = good

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Testimonials

Testimonial
'This is really helpful for building our IP department. What I liked most: the practical applicability of the course content. Excellent course for portfolio managers.'

Jan-Willem Louwaard, IP Senior Manager

Tenaris Connections


'The course has met my expectations. I liked that the course was practical.'

Jean-Christophe Raboin, European Patent Attorney

Total


'Good insight in portfolio management, practical tools, templates.'

European Patent Attorney