2021-12-26 2022-10-27 , online online, 1.250,- € zzgl. MwSt. Simone Frattasi https://www.forum-institut.de/seminar/22101132-online-course-patent-portfolio-generation-and-management/referenten/22/22_10/22101132-online-course-patent-portfolio-generation-and-management_frattasi-simone.jpg Online Course: Patent Portfolio Generation and Management

Learn in this online course how to improve your patent portfolio management skills. Get more information and register here!

The contents of your online course
  • Strategizing patent portfolio management
  • Budgeting and organizing patent portfolio management
  • Working with patent agents
  • Patent filing strategies
  • Ensuring quality and extracting value from the patent portfolio
  • Pruning the patent portfolio
The objectives of your online course
Only well-managed patent portfolios will contribute to the company's revenue and will not be a burden on the company's budget. Attend this practical course on patent portfolio management (PPM) and learn from first-hand experience of an experienced patent portfolio manager. Attendees will be shown practical tools and templates. Tools can be scaled and used in different industries.
Who should attend

You are tasked with generating and 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.

Online course - patent portfolio generation and management

Patent Portfolio Generation and Management

Benefits
FORUM!Live: brings the seminar to you!
  • The essentials in only 2 half days
  • Practical, first-hand expertise
  • Effective knowledge transfer

Webcode 22101132

Jetzt buchen

JETZT Buchen

Referent


Alles auf einen Blick

Termin

26. - 27.10.2022

26. - 27.10.2022

Zeitraum

Course : each day from 12:30 to 17:3...

Course : each day from 12:30 to 17:30 CET

Veranstaltungsort

online

online

Gebühr
Ihr Ansprechpartner

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

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

Details

Learn in this online course how to improve your patent portfolio management skills. Get more information and register here!

The contents of your online course
  • Strategizing patent portfolio management
  • Budgeting and organizing patent portfolio management
  • Working with patent agents
  • Patent filing strategies
  • Ensuring quality and extracting value from the patent portfolio
  • Pruning the patent portfolio
The objectives of your online course

Only well-managed patent portfolios will contribute to the company's revenue and will not be a burden on the company's budget. Attend this practical course on patent portfolio management (PPM) and learn from first-hand experience of an experienced patent portfolio manager. Attendees will be shown practical tools and templates. Tools can be scaled and used in different industries.

Who should attend

You are tasked with generating and 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.

Detailed programme

Course : each day from 12:30 to 17:30 CET

Strategizing PPGM
  • Aligning IP strategy with R&D and business strategies
  • Patent strategy:
    • IP SWOT

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

Organizing PPG
  • Workflow
  • Proactive Patent Department involvement in R&D process
  • IP StageGate Model and IP in Agile Delivery Process
  • Generation of inventions
  • Invention Portal and Invention Disclosure Form
  • Screening; novelty search; novelty matrix and US invention disclosure statement
  • Review process; Patent Committee
  • Invention assessment; decision-making flowcharts; PPM 'birth' ranking
  • Inventor reward and recognition program
  • Feedback to inventors

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
  • Workflow
  • 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: ranking systems, claim charting
  • Dynamically 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
    • Recommendations

FORUM!Live

Our concept for online courses
FORUM!Live is so much more than just online seminars. We have combined the latest technology with the best teaching methods and top service to provide effective training in intellectual property. The content, delivery, duration, scheduling and teaching method are tailored to each seminar. FORUM!Live enables you discuss issues with other participants, just like in a regular attendance-based seminar, supported by an array of technical and learning aids.

Your benefits

  • Listen to the speaker while viewing the presentation slides.
  • See all speakers and other participants with a webcam.
  • Ask questions using audio, video or the chat function.
  • Exchange ideas with other participants while seated at a virtual coffee or lunch table.
  • Access and work on the seminar documents live, and download them to your device.
  • Discuss specific questions with speakers in one-to-one sessions.
  • Access technical support directly.
  • Receive certification bearing the relevant seminar information.
  • Learn in a pre-meeting how to best set up your online working place
  • With our customer portal, you receive access to the FORUM Institut's learning space with all important information

Further information on FORUM!Live can be found here.




Pre-Meeting

In a pre-meeting (approx. 60 min.) we can show you how everything works and give you tips on the various settings. You will find further information on the pre-meeting in the customer portal after your registration.

Tips & Hints

FORUM!Live - agenda

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

It is as follows:

Each day:
12:30-13:45 CET - course
13:45-14:00 CET - break
14:00-15:15 CET - course
15:15-15:30 CET - break
15:30-16:45 CET - course
16:45-17:00 CET - break
17:00-17:30 CET - course

Tools and templates

Please note that the tools and templates which will be presented by the speaker are not included in the course fee.

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: 8.5 hours

Attendees of this event will get 8.5 CPD hours certified.

This distinguishes our events

Overall score of all evaluations in 2021

Five stars on Trustpilot = Excellent

Recommendations

Online Course: Professional Trademark Search

This online course will provide guidance on the basics of professional trademark searches. A training course you shouldn...

16. - 18.11.2022, Online
Details

Online Course: Pharma/Chemistry: EPO Case-Law Update

The most important published and unpublished decisions of the EPO Boards of Appeal in the field of pharmaceuticals and c...

07. - 08.12.2022, Online
Details

IP Protection for Plant Innovation 2022

The digital edition of this conference offers you once again the most recent developments in IP for the seed industry an...

08. - 09.12.2022 in RV Amsterdam
Details
Online Course: EP Claim Drafting Workshop - Electricity, Physics & Mechanics

Our speaker will give you tips and tricks on EP claim drafting and will show you which pitfalls to avoid.

28. - 30.11.2022, Online
Details
Online Course: EP Claim Drafting Workshop - Chemistry & Life Sciences

In our online course our speakers will give you tips and tricks on EP claim drafting and will show you which pitfalls to...

28. - 30.11.2022, Online
Details

Go forward

FORUM!Live - more than just online

FORUM!Live: That is how your IP training comes to you. FORUM!Live combines the latest technology with the best teaching ...

Details
www.forum-institut.com/live
White paper: IP strategy - where to start

Companies face different situations today when moving into a strategic approach to IP management. This white paper aims ...

Details
White paper: IP strategy
White paper: Auditing a company from an IP perspective

The benefits of carrying out a regular IP audit in a company are, among others, to avoid missing potential IP assets for...

Details
White paper: Auditing a company from an IP perspective

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