2024-11-09 2024-11-09 , online online, 3,900 € zzgl. MwSt. Dr. Arnaud Gasnier https://www.forum-institut.de/seminar/24111135-the-ip-strategist/referenten/24/24_11/24111135-hybrid-course-the-ip-strategist_gasnier-arnaud.jpg The IP Strategist

The IP Strategist - the interactive online and attendance-based course which improves your IP strategy skills

The contents of your online course
  • Gain knowledge, tools and skills based on research, practice, and industry examples
  • Prioritization: where to spend resources and focus IP activities (under budget constraints)
  • (Re)align the IP portfolio with the business focus. Link IP to financials and business strategy.
  • Foster proactivity, impact and visibility for the IP team
  • Apply and present two step-by-step methodologies onsite in teams with peers (2 days)
  • 6 interactive days over 1 month including 2.5 consecutive days onsite


Who should attend
The course is designed for IP Directors/Managers or the like, as well as other functions (R&D/innovation, business development, investors), who have been asked to design and implement a value-driven IP strategy, to align the portfolio with the (new) business agenda and/or to transform the IP capacity for supporting business growth.

This course is also suitable for those newly appointed in the above roles and for patent attorneys working in private practice. It will help you better understand the business and your (clients') management.
The objectives of your online course
The IP Strategist is an in-depth course aiming at providing the necessary knowledge, tools and skills for designing and implementing different types of IP strategies. You will learn and apply two methodologies for (A) aligning the IP portfolio with the business and (B) building IP strategies from scratch e.g. in new areas or in response to disruption or new competition. You will learn how these methodologies can be applied in practice (online sessions with case studies) but will also apply them yourself with peers (onsite teamwork).

Practical tools such as interview guidelines, data-based analytical techniques, gap analysis and SWOT analysis are also provided. During the course, further practical tools are provided in the form of workshops (prioritization, planning, roadmap) which you can reuse with your own colleagues.

Further, the course is interactive including, among others, 2.5 onsite days for teamwork with peers. Finally, the course is intensive (6 days) but is structured over 1 month to give enough space to prepare before and after each session.
Your benefit

  • You will understand how to use the IP matrix
  • You will master a step-by-step methodology for IP strategy
  • You will be able to develop an IP strategy systematically

Hybrid Course - The IP Strategist

The IP Strategist

Toward proactive, aligned and long-term management of innovation and IP

Benefits
  • Hands-on course with proven methodologies
  • Practical tools included
  • 7 interactive days over 1 month including 2.5 consecutive days onsite

Webcode 24111135

Jetzt buchen

JETZT Buchen

Referent


Alles auf einen Blick

Termin

12-26/11/2024

12-26/11/2024

Zeitraum

12 Nov 2024 (Online) - 09:00 - 17:00 CET


13 Nov 2024 (Online) - 09:00 - 17:00 CET


14 Nov 2024 (Online) - 09:00 - 17:00 CET


19 Nov 2024 (Munich) - 14:00 - 18:00 CET


20 Nov 2024 (Munich) - 09:00 - 17:00 CET


21 Nov 2024 (Munich) - 09:00 - 16:00 CET


26 Nov 2024 (Online) - 09:00 - 17:00 CET

12 Nov 2024 (Online) - 09:00 - 17:00 CET


13 Nov 2024 (Online) - 09:00 - 17:00 CET


14 Nov 2024 (Online) - 09:00 - 17:00 CET


19 Nov 2024 (Munich) - 14:00 - 18:00 CET


20 Nov 2024 (Munich) - 09:00 - 17:00 CET


21 Nov 2024 (Munich) - 09:00 - 16:00 CET


26 Nov 2024 (Online) - 09:00 - 17:00 CET
Veranstaltungsort

online

online

Gebühr
Your contact

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

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

Details

The IP Strategist - the interactive online and attendance-based course which improves your IP strategy skills

The contents of your online course

  • Gain knowledge, tools and skills based on research, practice, and industry examples
  • Prioritization: where to spend resources and focus IP activities (under budget constraints)
  • (Re)align the IP portfolio with the business focus. Link IP to financials and business strategy.
  • Foster proactivity, impact and visibility for the IP team
  • Apply and present two step-by-step methodologies onsite in teams with peers (2 days)
  • 6 interactive days over 1 month including 2.5 consecutive days onsite


Who should attend
The course is designed for IP Directors/Managers or the like, as well as other functions (R&D/innovation, business development, investors), who have been asked to design and implement a value-driven IP strategy, to align the portfolio with the (new) business agenda and/or to transform the IP capacity for supporting business growth.

This course is also suitable for those newly appointed in the above roles and for patent attorneys working in private practice. It will help you better understand the business and your (clients') management.

The objectives of your online course

The IP Strategist is an in-depth course aiming at providing the necessary knowledge, tools and skills for designing and implementing different types of IP strategies. You will learn and apply two methodologies for (A) aligning the IP portfolio with the business and (B) building IP strategies from scratch e.g. in new areas or in response to disruption or new competition. You will learn how these methodologies can be applied in practice (online sessions with case studies) but will also apply them yourself with peers (onsite teamwork).

Practical tools such as interview guidelines, data-based analytical techniques, gap analysis and SWOT analysis are also provided. During the course, further practical tools are provided in the form of workshops (prioritization, planning, roadmap) which you can reuse with your own colleagues.

Further, the course is interactive including, among others, 2.5 onsite days for teamwork with peers. Finally, the course is intensive (6 days) but is structured over 1 month to give enough space to prepare before and after each session.

Your benefit

  • You will understand how to use the IP matrix
  • You will master a step-by-step methodology for IP strategy
  • You will be able to develop an IP strategy systematically

Detailed programme

12 Nov 2024 (Online) - 09:00 - 17:00 CET


13 Nov 2024 (Online) - 09:00 - 17:00 CET


14 Nov 2024 (Online) - 09:00 - 17:00 CET


19 Nov 2024 (Munich) - 14:00 - 18:00 CET


20 Nov 2024 (Munich) - 09:00 - 17:00 CET


21 Nov 2024 (Munich) - 09:00 - 16:00 CET


26 Nov 2024 (Online) - 09:00 - 17:00 CET

Session 1 (12 November 2024, 09:00 to 12:30 CET, online): Fundamentals + current challenges
  • Fundamentals on IP management and strategy. Opportunistic vs. proactive. Key business models, e.g. Porter
  • Most frequent challenges faced by companies

Session 2 (12 November 2024, 13:30 to 17:00 CET, online): Strategic thinking - matrix-based tool
  • Matrix-based model (IP Matrix) as strategy-thinking tool to integrate business, innovation and IP. Compare with other models (pyramid-type, Pike etc.)
  • Practical exercise: apply the IP Matrix to actual cross-industry scenarios. Takeaways to reapply to own environment

Session 3 (13 November 2024, 09:00 to 12:30 CET, online): Strategy design
  • Strategy-making as a project: insights from project management, scoping, and team setting
  • Build a strategic plan. Learn a step-by-step approach to prepare an IP/innovation plan and monitor its execution. Compare with other methods (quality standards ISO/DIN, 360° IP Strategie etc.)
  • Introduction to case study "Hydrogen (H2) - Part A"

Session 4 (13 November 13:30-17:00 CET, online)
  • Identify growth areas, business/management goals. Translate into IP options for value creation/capture.
  • Design a business scoring and IP-business models. Reflect on IP activities to support the business
  • Case "H2 (Part A)": (1) categorization, (2) questionnaire for interviews, (3) business scoring.

Session 5 (14 November 9:00-12:30 CET, online)
  • IP portfolio assessment: mapping against key areas; IP scoring design; and new IP dashboard.
  • Gap analysis: compare business goals to current portfolio (IP Matrix, Excel); and identify and visualize gaps.
  • Generate options to bridge the gaps. Link to IP activities/resources today.
  • Case "H2 (Part A)": (4) IP scoring, (5) gap analysis (business vs current IP) and derive options.

Session 6 (14 November 2024, 13:30-17:00 CET, online)
  • Make different scenarios for portfolio development. Target setting and extra dashboards
  • Co-construction workshop: impact, feasibility. Derive an executable roadmap.
  • KPIs and budget for IP (and R&D). External budget benchmark from competitors' IP and annual reports.
  • Case "H2 (Part A)": (6) prioritization with team, and (7) roadmap.

Munich Session 7: (19 November 2024, 14:00 - 18:00 CET, onsite): Holistic approach for strategy-making (method 2)
  • Integrate the external landscape: market insights (life-cycle, competition, etc. and 3rd- party IP (patent landscape)
  • IP Matrix revisited to further link and analyze IP-business models, current IP and market data
  • Gap analysis revisited. Extended SWOT analysis for option generation. Refined plan
  • Apply method 2 to case study "Geothermal (TURB)"

End of the course (Munich session)


Munich Sessions 8: (20 November 2024, 09:00 to 17:00 CET, onsite): reapply method 2 (teams assignment)
  • Session 8: each team reapplies method 2 (session 7) to a case study "Geothermal (GEN)" and prepares their presentation. Followed with team presentations, group discussion and feedback

Munich Sessions 9: (21 November 2024, 09:00 to 16:00 CET, onsite): reapply method 1 (team assignment)
  • Session 9: each team reapplies method 1 (sessions 4-6, data crunching only) to a case study "H2 (Part B)" and prepares their presentation. Followed with team presentations, group discussion and feedback

Session 10 (26 November 2024, 09:00 to 17:00 CET, online): Alternative methods, real-life cases. Wrap-up


Further information

Former online attendees

Those who attended earlier online courses where the methodologies were only presented can book a separate online session and the Munich sessions (special fee: € 1,780.00 (+ German VAT), includes includes the 'live' participation via internet, midsession refreshments and lunch during the sessions in Munich, high-quality course material for download and a certificate).
Further information are available at https://www.forum-institut.com by using the Webcode 24111136.

Timetable

12 Nov 2024 (Online) - 09:00 bis 17:00 CET
13 Nov 2024 (Online) - 09:00 bis 17:00 CET
14 Nov 2024 (Online) - 09:00 bis 17:00 CET
19 Nov 2024 (HYPERION Hotel Munich) - 14:00 bis 18:00 CET
20 Nov 2024 (HYPERION Hotel Munich) - 09:00 bis 17:00 CET
21 Nov 2024 (HYPERION Hotel Munich) - 09:00 bis 16:00 CET
26 Nov 2024 (Online) - 09:00 bis 17:00 CET

Get prepared for the course!

We will send you a reader with details and instructions prior to the course. Thus, you can prepare the case studies and other assignments. To get the most out of the course, participants should count for 1-2 days of preparation before the course to get familiar with the facts of the cases. Additional preparation between the sessions (typically 30-45 min on average) should be saved in your agenda, as you see it fit.

CPD: 41.5 hours

Attendees of this event will get 41.5 CPD hours certified.

Features of the course

The course is based on cases inspired from practice; it consists of mini-lectures with group discussions, mini-lectures with individual assignments and teamwork (onsite - 2.5 days).

What our participants say

  • The course exceeded my expectations; I expected to be educated in concepts and theories, instead I was equipped with tools and experience!
  • Whilst the methodologies taught during the course are not necessarily the only ones to follow, they gave a good framework and plenty of food for thought.
  • Very good tools for strategically combining IP and business.
  • I really liked how clear and simple a sometimes difficult and convoluted process was structured and presented
  • Really enjoyed the interactive nature of the course; plenty of discussion and lots of hands-on work which helped with the understanding
  • The course is demanding. I previously went through some of the IP-related trainings; all of them provided new aspects and knowledge that suit the target audience, but none of
    them operates on such a high professional and intellectual level.
  • I had no difficulties to translate the course material and the example case study to our client's situation. Cherry-picking and adding personal flavor and aspects unique to the
    Client can be done.
  • As a "non-IP person" working in R&D, however pretty familiar with IP, I found the pace appropriate and it was not difficult to follow.

Our cooperation partner

Patentopolis B.V.

Patentopolis BV is a unique provider specialized in innovation and IP management. We provide: learning solutions with innovative models and crossdisciplinarity tools; online solutions for daily management support; and consulting services for operational and strategic management of IP/innovation. We have a global presence and serve a great diversity of clients (corporates, SMEs, IP firms, consultancies, research organizations, patent offices and more). Patentopolis is regularly recognized with IP management firm awards from its peers in the industry.

This distinguishes our events

of 5 stars of all ratings from 2023

of 5 stars on Trustpilot = good

Recommendations

The Management of Patent Portfolios

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

12.11.2024, Online
Details

Fachtagung PatentFORUM

Seit 44 Jahren steht das Patent- und MarkenFORUM für ein aktuelles und umfangreiches Weiterbildungsprogramm zu allen wic...

28.11.2024 in München
Details

Entscheidungspraxis Erfinderische Tätigkeit

Die aktuelle Entscheidungspraxis zur Erfinderischen Tätigkeit im direkten Vergleich zwischen Bundesgerichtshof, EPA-Besc...

15.11.2024 in Frankfurt
Details

Aktuelle Fragen zum Markenrecht

Seit vielen Jahren der Klassiker im Markenrecht mit den wegweisenden Urteilen von EuGH, BGH und BPatG!

27.11.2024, Online
Details

Die internationale Registrierung - e-Madrid

In diesem Online-Seminar erhalten Sie viele Tipps und Tricks zur internationalen Markenregistrierung (Madrid System). Si...

04.04.2025, Online
Details

Go forward

White paper: Inside the Patent Factory

Download this whitepaper and get insights on the patent creation process.

Details
White paper: Inside the Patent Factory
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

9 January 2017
'This 2.5-day course on IP strategy is an important milestone for me and my company. The tools provided during this extensive course will allow me to apply the methodology DIPS of Patentopolis in IP strategy project for my company. I will recommend this course mainly to IP managers having limited IP experience with strategy-making. It gives a lot of materials on the methodology DIPS and also an opportunity for data crunching, which is exactly what I was looking for.'

Rimma Pugatsch Shendelzon, IP Manager

Landa Corporation (Israel)

10 January 2017
'IP strategy is essential for business success, and I don’t want to rely on just gut feeling or hope as a strategy. Therefore, it makes sense to follow an effective methodology like DIPS of Patentopolis, since this is a well-structured, clear and logical approach. Highly recommended!'

Dr. Markus Glänzel, Director IP Management

Evonik Nutrition & Care (Germany)

10 January 2017
'What I liked the most from this 2.5-day course on IP strategy is the methodology DIPS for strategy making since it is very practical. This Patentopolis methodology gives a path to follow where to start, as well as how to analyse data and interact with other functions during the planning phase and after.'

Reino Savela, IP Counsel

ABB AB (Sweden)

10 August 2017
'There is a real need for many companies to get a structured approach to IP strategy. That’s exactly what Patentopolis course on IP strategy offers'

RamsvikTrond, Partner, European Patent Attorney

Onsagers AS (Norway)

17 July 2017
'Patentopolis course on IP strategy was up to my expectations and as defined during the first hour of the course. The DIPS® matrix and methodology is a very powerful toolkit, which helps to visualize how to capture value and where to invest budget and resources in areas which are relevant to the company. At the same time, it is a simple tool which can be practically implemented in my company and is effective for conveying relevant IAM aspects to managers. I very much enjoyed the course and particularly its hands-on exercise approach. Thanks to the course, I have now a more realistic view of what IP strategy is.'

Eugenio Souto Pampín, European Patent Attorney

IMEC (Belgium)

17 December 2018
'I attended the Patentopolis strategy seminar 18 months ago and found the content very interesting and important. I have started IP-strategy discussions with several clients and we started corresponding projects. My experience is that it takes a ‘change of mindset’ for IP-Managers and CTOs/CEOs of SMEs to discuss on the IP strategy level. The insight I got from the Patentopolis seminar helped me to keep the discussions with the clients on track. Also, the projects with the clients helped me to improve the understanding of what they really need. Still, it takes a lot of time and patience to reach the goal of such strategy projects in SMEs. In that process, Patentopolis strategy seminar and tools are unique and I learnt a lot there to get to a practical useful end.'

Werner A. Roshardt, European Patent Attorney, Equity Partner

Keller & Partner Patentanwälte AG (Switzerland)