IPPlan™

IPPlan overview feature image with spotlight theme and IP COMPASS® logo

IPPlan™ – Intellectual Property Strategy & Commercialization

IPPlan™ – Navigating Intellectual Property in the Age of GenAI

Intellectual property is more than legal protection — it is a strategic driver of growth and value. In today’s fast-changing environment, organizations must align their IP strategy with markets, technology, and the opportunities of Generative AI (GenAI). The Strategic Business Planning Company (SBP), through its IPPlan™ practice, helps clients create actionable strategies to maximize return on their intellectual assets.

With IP COMPASS®, perpetual innovation, and rdAI (Regenerative Dynamic AI) tools, SBP guides innovators, businesses, and nonprofits in turning ideas into ROI.

What We Do?

IPPlan™ consulting focuses on the strategic and commercial side of intellectual property. Our goal is to ensure that patents, trademarks, copyrights, and trade secrets are not just protected, but actively developed, monetized, and aligned with long-term organizational goals.

We integrate the IP COMPASS® framework with advanced GenAI and rdAI foresight tools to help clients:

  • Map intellectual assets to market opportunities
  • Anticipate competitive shifts with AI-powered surveillance
  • Balance protection with commercialization and licensing decisions
  • Measure ROI through continuous improvement cycles

The outcome is a tailored IP Plan or IP Business Plan — a practical, forward-looking roadmap for managing and monetizing intellectual property as a renewable strategic asset.

What we do? Explore Sections of IPPlan™

About IPPlan and the SBP’s Intellectual Property Services

Sections of IPPlan™, Intellectual Property Planning:

IPPlan. Explore Intellectual Property Strategy

👉 Visit IPPlan™ – SBP’s specialized consulting practice for patents, trademarks, copyrights, trade secrets, and portfolios.

👉 Explore the IP Knowledge Hub – articles, case studies, and resources on IP strategy, commercialization, and innovation.

Integrating Intellectual Property into
The Plans that Every Business Needs™ …
… and every organization needs as well.

Plan fast. Act smart. Make a difference™
with IP COMPASS® and perpetual innovation.

Why Choose SBP?

  • Strategic Focus: We emphasize commercialization, ROI, and foresight — not just filing.
  • GenAI + rdAI Expertise: We integrate Human + AI (H + AI) co-creation, attribution, and competitive surveillance into IP strategy.
  • Self-Assessments: Every engagement includes IP self-assessment tools, helping clients measure progress and improvement year over year.

Why GenAI and rdAI Matter

Generative AI is rewriting the rules of IP. Questions of authorship, attribution, and protection now apply to both human and AI-assisted works. SBP helps clients:

  • Develop policies for Human + AI (H + AI) co-creation
  • Use GenAI responsibly in building, classifying, and protecting IP assets
  • Apply rdAI foresight tools for continuous monitoring of competitors, markets, and technology signals
  • Ensure IP strategies are adaptive, regenerative, and future-ready

This forward-looking approach helps organizations protect today’s assets while preparing for tomorrow’s opportunities.

The Self-Assessment Cycle

Every engagement begins and ends with a self-assessment (SA), including specialized tools like the Trade Secret Self-Assessment (TSSA). These assessments help organizations:

  • Identify strengths, gaps, and opportunities in IP strategy
  • Prioritize initiatives for the year
  • Measure ROI and improvements at year’s end
  • Demonstrate progress toward perpetual innovation — continuous improvement, regeneration, and adaptation

By repeating this cycle, organizations ensure intellectual property remains a living, renewable system rather than a static asset.

IP COMPASS(r) Commercialization of Patent Assets 200 x 260
IP COMPASS(r) Commercialization of Patent Assets

IP COMPASS® and Perpetual Innovation

At the core of IPPlan™ is IP COMPASS®, a framework developed by SBP to integrate strategic planning, invention, and commercialization. Combined with rdAI foresight and GenAI-driven analysis, IP COMPASS® transforms IP into a system of perpetual innovation — ensuring organizations continuously improve and regenerate their competitive edge.

Work With Us

SBP works with inventors, entrepreneurs, nonprofits, and business leaders to maximize the value of their intellectual property. Whether developing a single patent strategy or optimizing a global IP portfolio, IPPlan™ provides clarity, direction, and ROI.
📩 Ready to chart your course with IP COMPASS®? Contact us today to schedule a consultation. (SBPlan/Perpetualinnovation).

Related Reading

  • Hall, E. B. & Hinkelman, R. M. (2017). Perpetual Innovation™: A guide to strategic planning, patent commercialization and enduring competitive advantage, Version 4.0. Morrisville, NC: LuLu Press. LuLu.com/spotlight/SBPlan (update to Version 5 with rdAI in 2025)
  • Hall, E. B. (2025). Perpetual Innovation™: Patent Primer 5: Navigating the GenAI Landscape of Intellectual Property. Amazon.com/bp/B0DVQ8SNBN
    👉 Visit the Pi-IP Knowledge Hub for ongoing insights and case studies