Intellectual Property Toolkit

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Assume primary legal responsibility for all phases of Strategic Alliances with organization partners, from the preparation and negotiation of distribution agreements, software and Intellectual Property license agreements, and Joint Venture agreements to ongoing Relationship Management.

More Uses of the Intellectual Property Toolkit:

  • Be accountable for identifying opportunities to transform the clients procurement organization and policies, and to support the client in achieving its strategic Business Objectives.

  • Drive savings while negotiating commercial terms and facilitating contracting processes with the client stakeholders, legal team, and suppliers.

  • Support the readiness and release of products and features by identifying and driving resolution of issues related to privacy, Data Security, marketing, competition, Intellectual Property, and other legal and regulatory areas.

  • Be accountable for using innovative approaches to solve technical problems, Research and Development is carried out in cross functional, interdisciplinary teams to deliver highly specialized solutions at market speed.

  • Oversee: each investment is tailored to the unique requirements and Value Propositions offered by the selected project, with an emphasis on projects and Intellectual Property that can add value to, or complement, businesses, products and technologies in your current portfolio.

  • Confirm your venture follows product from initial development through all stages to product launch, product scoping via P Values discipline to ensure resources are properly allocated based on potential revenue.

  • Provide timely communications and actionable intelligence to support the protection of people, assets/Intellectual Property, and infrastructure of center and related interests/entities.

  • Arrange that your project maintains communication and contacts to collect and analyze technical, financial, marketing, schedule, and sales information for product line.

  • Pilot: although individual achievements are recognized and highly praised, you never forget it takes a true team effort to deliver the kind of work your clients have come to expect.

  • Contribute to the Intellectual Property portfolio of your organization by implementing innovative and creative ideas to solve problems or improve on current methods used.

  • Ensure you accrue; lead core Contract Negotiations ensuring contracts are validated for best practices, proper security standards and periodically review for verification.

  • Coordinate: review terms and conditions to address provisions and risks of financial terms, acceptance criteria, delivery requirements, warranty, Intellectual Property, termination provisions, indemnification and all other potential risk areas and recommend risk mitigation strategies.

  • Create deliverables to address common Premier Support customer needs and support digital, cloud first strategy, share Intellectual Property with others.

  • Manage work with strategic partners to develop security mitigations that protect organizations products/projects throughout the end to end process.

  • Support design and innovation efforts to develop optimal solutions for the fulfillment and transportation network through equipment specification, material flow, Process Design, site layout, and Intellectual Property considerations.

  • Manage outside counsel and use internal and external digital tools to effectively manage cases, report results, and measure return on brand protection and enforcement activity.

  • Arrange that your project acts to assure integrity of data, proprietary information and related Intellectual Property through Information security and Access management.

  • Establish that your strategy supports projects and teams supports or leads projects and teams providing legal support and solutions to your organizations business units or corporate departments.

  • Orchestrate: closure lead post project debrief sessions, archive Intellectual Property and transfer knowledge to engineers and Managed Services and practice teams.

  • Perform duties as a system security analyzing for the information technology security infrastructure (Physical, Administrative, and Technical) to safeguard organization assets, protected and regulated data, Intellectual Property, and computer systems.

  • Interpret the customers vision, balancing security needs/requirements in order to facilitate the necessary and appropriate IP protection services while enabling the speed of the business.

  • Steer: practice development ensure new Service Offerings from the practice are continuously and consistently brought to market while continuing to develop Intellectual Property and support materials.

  • Organize: conduct highly sensitive, complex, and confidential insider threat investigations into incidents of data loss and Intellectual Property theft, technology misuse, and conflict of interest.

  • Ensure optimal Intellectual Property strategy is integrated into development and life cycle management programs to deliver long term value from product portfolio.

  • Coordinate: you continually work to create value by managing costs and risks, engaging in revenue generation opportunities with your sales teams, and providing superior service to your clients as you ensure On Time Delivery.

  • Ensure you negotiate; lead and coordinate design and innovation efforts to develop optimal solutions for the transportation network through equipment specification, material flow, Process Design, site layout, and Intellectual Property considerations.

  • Be accountable for coordinating with other areas/departments of your organization where overlap exists to develop efficient procedures/communications to stream line processes and satisfy various department needs.

  • Provide research and insight support among technology, Product Development, and digital innovation teams to identify, recognize, and react to market shifts early and quickly.

  • Confirm your design ensures integrity and compliance of organization wide data, proprietary information, and related Intellectual Property through Information security and Access management.

  • Confirm your business ensures integrity of corporate data, proprietary information and related Intellectual Property through Information security and Access management.


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

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

The Toolkit contains the following practical and powerful enablers with new and updated Intellectual Property specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Intellectual Property 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Intellectual Property improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What is something you believe that nearly no one agrees with you on?

  2. How is the data gathered?

  3. Are Risk Management tasks balanced centrally and locally?

  4. Have you included everything in your Intellectual Property cost models?

  5. What scope do you want your strategy to cover?

  6. How will you know that a change is an improvement?

  7. Is there an opportunity to verify requirements?

  8. Do you recognize Intellectual Property achievements?

  9. Are assumptions made in Intellectual Property stated explicitly?

  10. Risk Identification: what are the possible risk events your organization faces in relation to Intellectual Property?

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 Intellectual Property book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Intellectual Property 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 Intellectual Property Self-Assessment and Scorecard you will develop a clear picture of which Intellectual Property 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 Intellectual Property 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 Intellectual Property projects with the 62 implementation resources:

  • 62 step-by-step Intellectual Property Project Management Form Templates covering over 1500 Intellectual Property project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Intellectual Property project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Intellectual Property project team have enough people to execute the Intellectual Property project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Intellectual Property project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

  • 1.1 Intellectual Property project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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 Intellectual Property 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 Intellectual Property project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Intellectual Property 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 Intellectual Property 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 Intellectual Property investments work better.

This Intellectual Property All-Inclusive Toolkit enables You to be that person.


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.