IP Portfolio Planning & ROI – Aligning IP With Business Goals

An intellectual property portfolio is more than a collection of patents, trademarks, copyrights, and trade secrets. It is a strategic asset base that must be actively managed for return on investment (ROI). The Strategic Business Planning Company (SBP), through its IPPlan™ practice, helps organizations assess, plan, and optimize their portfolios for maximum value.

What We Offer

SBP’s IP consulting includes:

IP Assessments & Self-Assessments – reviewing patents, trademarks, copyrights, and trade secrets to identify strengths, gaps, and opportunities
Portfolio Strategy Development – aligning IP with long-term organizational goals
ROI Analysis – evaluating costs, risks, and potential returns across the portfolio
Optimization & Integration – balancing patenting, secrecy, licensing, and branding for impact
IP Sustainability Analysis – ensuring IP supports regenerative and resilient growth strategies
GenAI & rdAI Foresight Tools – using AI to identify trends, predict risks, and guide portfolio evolution

The deliverable is often a tailored IP Plan or IP Business Plan that defines the role of intellectual property in driving growth and measurable ROI.

Why It Matters

An unmanaged IP portfolio can quickly drain resources instead of creating value. Filing patents without commercialization strategies, or maintaining trademarks with little market impact, leads to wasted potential. SBP helps organizations embed perpetual innovation — the lived practice of continuous improvement, regeneration, and adaptation — into portfolio management, ensuring that every IP asset contributes to competitive advantage.

The Self-Assessment Connection

Every portfolio engagement incorporates a self-assessment (SA) to:

Review the portfolio’s current strengths and weaknesses
Identify underutilized or misaligned assets
Incorporate GenAI- and rdAI-powered surveillance to monitor competitors and markets
Set annual initiatives to improve ROI and alignment
Measure results at year’s end to confirm continuous improvement

This cycle ensures IP portfolios evolve as living systems that adapt to markets, technology, and global competition.

IP COMPASS® and Portfolio Strategy

The IP COMPASS® framework integrates IP portfolio management into broader strategic planning. By applying this model with GenAI and rdAI foresight, SBP helps organizations balance innovation, protection, commercialization, and regeneration — ensuring intellectual property works in harmony with the overall business strategy.

Work With Us

SBP works with inventors, businesses, nonprofits, and industry leaders to optimize their IP portfolios. Through its IPPlan™ practice, SBP delivers actionable IP Plans and IP Business Plans that align intellectual property with organizational goals, competitive surveillance, and long-term ROI.
📩 Ready to align your IP portfolio with growth and foresight? Contact us today to schedule a consultation. (SBPlan/Perpetualinnovation)