Management Forum Logo

Presented by
Management Forum

IP (Intellectual Property) and Commercialisation: Creating and Maintaining your IP (Intellectual Property) Portfolio Training Course

A practical course focussing on the internal and external considerations of using IP within your business strategy.

1 August 2024
+ 14 November 2024 »

from £499

Need help?  Enrol or reserve

Course overview

This practical and intense IP (intellectual property) and commercialisation course encompasses internal and external considerations of using IP within business strategy. The first part focuses on aspects of creating and maintaining an IP portfolio: IP Management.  The second part considers external aspects of working with IP in your ecosystem: Commercialisation with IP.  

In part 1, IP management, we will cover invention harvesting (identification, capture and assessment), procedures in applying for patents, looking after trade secrets, managing your IP portfolio, budgeting for IP and ownership of IP.   To start the course, we will confirm our knowledge on IP rights. 

In part 2, IP commercialisation, we introduce strategies for working with others in the innovation ecosystem. Topics will include confidentiality agreements, handling IP matters in contracts. We discuss techniques on identifying applications and potential markets for your innovation, and consider competitor issues along the supply chain. 

Throughout this course the expert trainer will give you insights into how to manage your portfolio and get the best results for your organisation. There will also be plenty of time for delegates to ask questions and gain valuable feedback. 

This course is part of our collection of IP & Patents Training Courses.

Benefits of attending

By attending this course, you will:

  • Learn to create an IP policy for your business
  • Understand what IP is registerable and what isn’t
  • Get to grips with different IP rights
  • Gain insights into evaluating your inventions
  • Enhance your IP management skills
  • Identify your potential customers and partners
  • Develop your skills to negotiate NDAs

Who should attend?

This course has been specially designed for:

  • In-house IP managers
  • Technology transfer officers
  • Private practice patent attorneys
  • IP lawyers and legal advisers
  • R&D managers

As well as all professionals responsible for managing an IP portfolio.

Enrol or reserve

The IP and Commercialisation: Creating and Maintaining your IP Portfolio course will cover:

Part 1: IP management

  • Introduction
  • An IP (intellectual property) policy for your business
  • IP: Registrable and unregistrable
  • IPRs: 
    • Patents
    • Designs
    • Trademarks
    • Utility Models
    • Trade secrets
    • Software
    • IP management
    • Information management
  • Inventions harvesting, disclosure
  • Evaluating inventions for your business
  • Inventions and ownership
  • Assignments of IPRs
  • Freedom To Operate
  • Practical exercise: Recognising inventions and deciding how to manage them
  • IP budgeting

Part 2: IP commercialisation

  • IP Strategy:  external aspects of IP
  • Valuing your IP
    • Valuation methods
  • IP and the supply chain:  
    • Competitors
    • Customers
    • Suppliers
    • Partners
    • Licencees
  • Confidentiality Agreements
    • NDAs (non-disclosure agreements)
    • MTAs (material transfer agreements)
  • IP and contracts
  • Licensing your IP
  • Finding customers, partners
  • Practical Exercise: Negotiating NDAs and IP clauses in contracts.
  • IP Audit
  • Summary and resources

Enrol or reserve

Jane List
Extract Information Limited

Jane List founded Extract Information Limited, Cambridgeshire, UK, in 2013. Extract Information provides legal and industry focussed patent searching and reporting, IP management support for small companies, and product development consultancy for the information industry. 

Jane previously worked in IP and Information analyst roles at The Technology Partnership (TTP) plc, Xaar plc and the European Molecular Biology Laboratory. She also worked in the information industry where she held commercial, content, and product development roles at Lighthouse IP, ProQuest, and DataStar. Throughout her career she has provided training in the retrieval and analysis of scientific, technical, medical, commercial and patent information, most recently through CIIPM where she developed the courses in IP and Commercialisation. Jane has qualifications in Chemistry, Information Science, and IP Law. 

More details

NEW higher discounts for multiple bookings - bring your colleagues to make your training budget go further:

  • 30% off the 2nd delegate*
  • 40% off the 3rd delegate*
  • 50% off the 4th delegate*

Please contact us for pricing if you are interested in booking 5 or more delegates

1 August 2024

Live online

09:30-17:00 UK (London) (UTC+01)
10:30-18:00 Paris (UTC+02)
04:30-12:00 New York (UTC-04)
Course code 14296

  • GBP 499 599
  • EUR 719 859
  • USD 823 979

Until 27 Jun

View basket 

Not ready to book yet?

for 7 days, no obligation

14 November 2024

Live online

09:30-17:00 UK (London) (UTC+00)
10:30-18:00 Paris (UTC+01)
04:30-12:00 New York (UTC-05)
Course code 14297

  • GBP 499 599
  • EUR 719 859
  • USD 823 979

Until 10 Oct

View basket 

Not ready to book yet?

for 7 days, no obligation

* Early booking discounts may not be combined with other discounts or offers. As such, the discounts for 2nd/3rd/4th delegates are based on the full price; and apply only when booking multiple delegates on the same date.

Multiple colleagues? See above for details of our discounts for 2, 3, or 4 delegates. For more, talk to one of our training experts to discuss how to:

Run this course conveniently and cost-effectively in-house for your staff and colleagues

Aleksandra Beer

Aleksandra BEER
Training expert

Yesim Nurko

Training expert

+44 (0)20 7749 4749