Patent & Trademark Portfolio Budgets: Families and Countries, Renewal Fee Schedules, Due-Date Calendars, Keep-or-Drop Decisions & Cost per Product
Plan the cost of keeping intellectual property alive. You will map patent families across countries, look up renewal fees that rise with age from fictional fee schedules, build due-date calendars, convert currencies and service fees, forecast the portfolio budget for five years, score families for keep-or-drop decisions and allocate costs to products, with every cell checked as you go.
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About this course
In this course you plan the cost of a fictional patent and trademark portfolio step by step in a spreadsheet. You map families, countries and status with SUMIFS and COUNTIFS, compute each case's age and look up renewal fees from an age-band schedule with INDEX and MATCH. You build a due-date calendar with EDATE, grace periods and surcharges, convert fees from fictional currencies and add service fees. You forecast five years per family, measure compound growth, score families for keep-or-drop decisions, calculate the saving from pruning and allocate costs to products with a chart.
Lessons
- The Portfolio Map: Families, Countries, Filing Dates & Status Pro
- Fee Schedules: Renewal Fees that Rise with Age & Trademark Terms Pro
- Due-Date Calendars: Anniversaries, Grace Periods & Surcharges Pro
- Currency & Service Fees: Official Fees Abroad, Exchange Rates & Agent Charges Pro
- Five-Year Forecast: Fees per Family per Year & the Growing Cost Curve Pro
- Keep or Drop: Value Scores, Cost per Score Point & a Decision Rule Pro
- Savings from Pruning: Dropping Countries & Families, Before and After Pro
- Capstone: Cost per Product, Budget vs Actual & a Chart Pro