Save time, empower your teams and effectively upgrade your processes with access to this practical Patent portfolio Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Patent portfolio related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated Patent portfolio specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Patent portfolio Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Patent portfolio improvements can be made.

Examples; 10 of the standard requirements:

  1. Who will be responsible for making the decisions to include or exclude requested changes once Patent portfolio is underway?

  2. What are the rules and assumptions my industry operates under? What if the opposite were true?

  3. Who will be responsible for documenting the Patent portfolio requirements in detail?

  4. How do we Identify specific Patent portfolio investment and emerging trends?

  5. What business benefits will Patent portfolio goals deliver if achieved?

  6. Is data and process analysis, root cause analysis and quantifying the gap/opportunity in place?

  7. In what way can we redefine the criteria of choice in our category in our favor, as Method introduced style and design to cleaning and Virgin America returned glamor to flying?

  8. Were the planned controls in place?

  9. Is the team equipped with available and reliable resources?

  10. Were there any improvement opportunities identified from the process analysis?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Patent portfolio book in PDF containing requirements, which criteria correspond to the criteria in…

Your Patent portfolio self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Patent portfolio Self-Assessment and Scorecard you will develop a clear picture of which Patent portfolio areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Patent portfolio Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Patent portfolio projects with the 62 implementation resources:

  • 62 step-by-step Patent portfolio Project Management Form Templates covering over 6000 Patent portfolio project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Team Directory: Process Decisions: Are all issues being addressed to the satisfaction of both parties within approximately 30 days from the time the issue is identified?
  2. Scope Management Plan: Has a structured approach been used to break work effort into manageable components (WBS)?
  3. Scope Management Plan: Does the quality assurance process provide objective verification of adherence to applicable standards, procedures & requirements?
  4. WBS Dictionary: Does the contractors system include procedures for measuring the performance of critical subcontractors?
  5. Activity Duration Estimates: How does Patent portfolio project management relate to other disciplines?
  6. Requirements Management Plan: Are actual resources expenditures versus planned expenditures acceptable?
  7. Initiating Process Group: Do you know the Patent portfolio projects goal, purpose and objectives?
  8. Procurement Audit: Are the number of checking accounts where cash segregation is not required kept to a reasonable number?
  9. Risk Register: What risks might negatively or positively affect achieving the Patent portfolio project objectives?
  10. Activity Duration Estimates: Does a process exist to formally recognize new Patent portfolio projects?

 
Step-by-step and complete Patent portfolio Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Patent portfolio project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Patent portfolio project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Patent portfolio project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Patent portfolio project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Patent portfolio project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Patent portfolio project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Patent portfolio project with this in-depth Patent portfolio Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Patent portfolio projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Patent portfolio and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Patent portfolio investments work better.

This Patent portfolio All-Inclusive Toolkit enables You to be that person:

 

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Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

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