Strategy: 5-Step Methodology (DIPS)

  • Directors and managers in R&D and IP seeking to set up or review an IP strategy for their company, department, technology or product
  • IP professionals (in-house, private practice) asked by (client’s) management to deliver an IP plan
  • Project managers for EU and other research projects, seeking a tool to find opportunities and synergies for innovation and exploitation

Before the training:

  • Benchmark company readiness regarding IP strategy (online survey)
  • Pre-reader

Day 1 AM

  • Introducing IP strategy-making: the who-what-how of IP planning
  • Introducing the case study
  • Learn Step 1: internal alignment (company vision vs. IP). Define/refine the vision to link IP and business. Recourse to the matrix as a dashboard
  • Apply Step 1 (teamwork, feedback)
  • Learn Step 2: external analysis (market, competition, others’ IP). Revisit the matrix through the competition landscape. IP mapping techniques (mapping, landscaping…). Analysing patent data (lifecycle, competition etc.)
  • Apply Step 2 (teamwork, feedback)
  • Learn Step 3: IP & sources of competitive advantages. Audit, assess and rank current IP/asset position. Gap analysis using the matrix: Compare ideal to current own IP. Derive actions to bridge current/desired IP position

Day 1 PM

  • Apply Step 3 (teamwork, feedback)
  • Learn Step 4: SWOT analysis (business + market + IP). Prioritise actions to define an IP roadmap. Review different scenarios. IP performance benchmarking and reporting. Define IP KPIs to report future success. Estimate budget needs for R&D and IP.
  • Learn Step 5: The strategic plan – the outline. Integrate outputs of steps 1-4 into a practical, rationalised plan. Positioning, actions and measurement. Differentiate core v non-core activity for higher performance
  • Best practices to reapply the tools to own environment

“Nowadays, IP can provide value directly to the bottom line, thanks to R&D tax incentives which become growingly available in Europe (UK, NL, IT, PL… and soon DE). To assess R&D projects, an integrated and effective approach with a multidisciplinary team (tax, technology, IP) is needed. I attended DIPS training earlier this month. Patentopolis tools and workflows are quite unique to help assess and map current assets. These tools can also help, plan and monitor future portfolio development to provide our clients with long-term advantages of R&D tax incentives. Getting a vision is essential for corporates and SMEs; providing it creates sustainability in our relationship with them.

Niels Krouwel, Manager R&D Tax incentives & Grants, BDO (Netherlands)
11 July 2019

“My role is to monitor emerging technologies and evaluate innovation opportunities for companies, investors and government institutions. I attended DIPS training this month; there I have learned new tools and structured workflows for analyzing cross-disciplinary data to help me assess innovations, focus R&D investments and generate value for our clients. This practical training is very useful for technology consultants (not only IP professionals).”

Harini Venkataraman Ph.D., Analyst, Lux Research B.V. (Netherlands)
10 July 2019

“When designing an IP plan with a Business Unit and R&D teams, one of the key challenges is to foster cross-functional discussions and to derive prioritized actions. Also, selling the plan to the top management can be challenging. Patentopolis training provides tools, structured workflows and a new way of thinking which can help overcome these challenges. Obviously, sharing with peers during the training is also helpful for learning how to design an IP strategy.”

Jean-Luc BLOND, Head of Corporate Patent Department, Lesaffre International (France)
25 March 2019

“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 AG (Switzerland)
17 December 2018

“DIPS training gives an experience of the whole process for designing an IP plan with the client. I found that the teamwork and group discussion help understand how to apply the tools in practice.”

Robbert-Jan de Lang, Partner, European patent attorney, EP&C (Netherlands)
27 February 2018

“IP strategy is sometimes hard to grasp with the client. I found that DIPS training is helpful since it provides tools to open up a discussion on strategy with the client, and guidelines for how to structure it.”

Raimond Haan, European Patent Attorney, Arnold & Siedsma (Netherlands)
23 February 2018

“I attended the DIPS training in November 2017 and found that the matrix-based tools DIPS® are very helpful to support how to analyse and prepare IP strategies.”

Mathieu De Rooij, European Patent Attorney, Partner, ZBM Patents (Spain)
2 January 2018

“I attended the DIPS strategy training last month and especially like the practical tools and the theory behind. The DIPS toolkit is very complete. The interactive concept during the training is great. I think it should be standard training for all patent attorneys.”

Pete Pollard, Patent Attorney & Founder, Fireball Patents (Netherlands)
27 December 2017

“I attended the DIPS strategy training last month. As Head of Technology, I especially valued the tools which help link IP, innovation and business in order to make a long term strategy. I enjoyed working in a very diverse group which brought me many interesting insights.”

Piotr Dlugolecki, Head of Technology, Berghof Membrane Technology GmbH (Netherlands)
22 December 2017

“I attended the DIPS strategy training last November. As Head of Technology, working with IP is part of my job. The training provided a simple yet powerful tool, plus new insights, on how to analyze and define practical IP strategies that fit different products, as well as different landscapes of own aspirations and capabilities, competitors and partners. The group work done during the training has been very effective for getting a true feel for the tool and for learning from other professionals’ perspectives. I think the training would also be valuable for people in Business Management functions such as BU managers.”

Sytze Kampen, Head of Technology, Airbus Defence and Space Netherlands B.V (Netherlands)
22 December 2017

“We were 5 colleagues attending Patentopolis’ seminar DIPS (Design IP Strategy). We have liked especially the tools: IP matrix and the 5-step methodology. One of us is the CTO; as executive, she needs both cross-disciplinary analytical tool and overview. She especially appreciated the process of overlapping the matrix approach, as a way to achieve alignment between innovation, IP and market positioning. Another colleague was a senior manager with limited IP experience; the seminar was insightful also for him. There are many levels of entry in the seminar for all levels of IP pre-knowledge/experience”

Nicola Novembre, IP Manager, Technoform Competence Center (Germany)
21 December 2017

“I attended the DIPS training in November 2017 and really liked the mix of theory (DIPS toolbox – matrix and methodology) and practice during the workshop. This practical course is highly interactive with a lot of team exercises; you learn by doing which really helps to reapply the DIPS tools to own environments. This has been 2 days well spent!”

Hans Bottema, Partner, NLO (Netherlands)
21 December 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.”

Ramsvik Trond, Partner, European Patent Attorney, Onsagers AS (Norway)
10 August 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 July 2017

“Many clients ask for IP strategy today, or should ask for IP strategy. However, strategic IP planning is not for all IP attorneys; it needs a mindset beyond legal which is not part of the usual education of IP attorneys.I experienced Patentopolis tools such as their matrix approach and their methodology to design IP strategy (DIPS). I found these tools to be an interesting way to gain insight into the business strategy from an IP point of view, and into the IP strategy from a business point of view. I believe that these tools are helpful to understand a client’s business, map their portfolio with their products, and create a shared vision for future IP investments to bring their IP strategy in line with their business strategy. What I found particularly noteworthy is that this strategy aims at tomorrow’s value rather than only today’s costs – a view that every decision taker ought to take with respect to IP. ”
This testimonial reflects personal views and not necessarily views of Hoffman Eitle.

Volker Tillmann, German and European Patent Attorney, Partner at Hoffmann Eitle Düsseldorf (Germany)
3 February 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

“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)
9 January 2017

“I recommend this seminar especially because it is very practical. I found that Patentopolis 5-step methodology is particularly useful for designing new IP plans. The seminar is of a high tempo but yet effective, also thanks to the Patentopolis speakers who managed to transfer such knowledge and skills to me.”

Paul Schalz, Innovation and IP Manager, Paul Wurth SA (Luxemburg)
30 March 2016

“The course is interactive, high tempo and efficient regardless of the prior experience or background regarding strategic IP management.”

Eugene van Nieulande, Director – IP Licensing, One-Red (Netherlands)
25 March 2016

“Patentopolis 5-step methodology is a good tool for performing IP strategy analysis. It is useful for giving advice to clients.”

Mona Karlsson, European Patent Attorney, Awapatent (Sweden)
24 March 2016

“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
10 January 2016

“I learned a different way of structuring and analyzing the data needed to make strategic plans for efficiently managing intellectual assets. As a patent attorney working with many companies in different phases of their lifecycle, bringing this kind of strategic thinking to the business will add value for many of them. The simple format of the methodology DIPS gives me a systematic way to prepare the plan from scratch. It also makes it easy to update the plan during the subsequent growth phases of the company. This intensive course with participants from different backgrounds (industry- and country-wise) gave the opportunity to share views and experience during the interactive lectures and diverse teamwork assignments (cases, peer reviews).”

Anna Pohjala, Partner, Leitzinger Oy (Finland)
18 September 2015