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:

  • Warrant that your organization uses technical knowledge and industry expertise to influence and develop the right Intellectual Property (IP) to better serve customers.

  • Ensure optimal Intellectual Property strategy is integrated into development and Life Cycle Management programs to deliver long term value from Product Portfolio.

  • Ensure that el education partnership team staff receive on going professional learning in curriculum, instruction, Continuous Improvement and diversity, Equity And Inclusion.

  • Drive: 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.

  • Collaborate with the NetWork System engineering and outside Consulting Services in protecting your organizations data, systems and Intellectual Property.

  • Ensure your enterprise develops and implements IP Strategic Initiatives, policies, Best Practices, and training designed to mitigate IP risks and maximize business outcomes.

  • Establish and monitor minimum Security Requirements for research and ensure the protection of Intellectual Property and research data.

  • Be accountable for defining Customer Support related project/task requirements through appropriate planning, implementation, reporting, and evaluation of projects and tasks.

  • Manage: 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.

  • Drive: conduct digital forensic and Incident Response investigations related to matters as ransomware, business email compromise, employee misconduct, and Intellectual Property theft.

  • Ensure you exceed; lead internal IP organization consisting of business and engineering stakeholders to determine actions to be taken on IP portfolio.

  • Confirm your corporation ensures Data integrity, proprietary information and related Intellectual Property through Information security and Access management.

  • Be accountable for identifying client issues related to long term growth, Product Positioning, marketing, operational improvements and efficiency, etc.

  • Systematize: conduct highly sensitive, complex, and confidential Insider Threat investigations into incidents of Data Loss and Intellectual Property theft, technology misuse, and conflict of interest.

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

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

  • Confirm your group ensures integrity of Corporate Data, proprietary information and related Intellectual Property through Information security and Access management.

  • Lead business sensibility and bias to action be a proactive partner who keeps the process moving and delivers high quality work.

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

  • Warrant that your business maintains communication and contacts to collect and analyze technical, financial, marketing, schedule, and sales information for Product Line.

  • Develop and use Project Plans and timelines to achieve project goals without sacrificing safety, Intellectual Property, or quality.

  • 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.

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

  • Engage with customers in the delivery of New Services and strategic engagements with a focus on service validation and the development and capture of Intellectual Property.

  • Assure your design complies; partnerships relating to the exchange, development, and/or use of data, technology, Intellectual Property, Open Source software, free culture and freely licensed content, and know how.

  • Be accountable for identifying listings on Social Media, E Commerce websites, and buy sell platforms that violate your clients Intellectual Property.

  • Confirm your group ensures integrity and compliance of organization wide 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 are your needs in relation to Intellectual Property skills, labor, equipment, and markets?

  2. What is your formula for success in Intellectual Property?

  3. Is there a high likelihood that any recommendations will achieve their intended results?

  4. How do you stay inspired?

  5. Do Vendor Agreements bring new compliance risk?

  6. How much contingency will be available in the budget?

  7. Is the Quality Assurance team identified?

  8. What can you do to improve?

  9. What does your Operating model cost?

  10. Who are the Intellectual Property decision makers?

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.