Optimising your Portfolio for Risk

Welcome to the LexisNexis Intellectual Property Solutions survey for Patent-owning organisations on optimising your portfolio for risk.

We would like to thank you for your participation today. There are 12 questions as part of this survey. Your answers will be anonymous unless you would like the opportunity to discuss your answers in more detail or would like to receive the results of the survey first. The results of this survey will be analysed and published and shared with with the IP community.

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* 1. How often do you assess the overall shape and size of the portfolio?

Never

Annually

Bi-annually

Quarterly

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* 2. What strategic objectives does your patent portfolio serve? (rank with the most important at the top)

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* 3. At what level(s) in your organisation are patent strategy and/or the related costs formally presented? (select all that apply)

	Patent Strategy	Cost
Head of IP	Head of IP Patent Strategy	Head of IP Cost
GC/Head of Legal	GC/Head of Legal Patent Strategy	GC/Head of Legal Cost
CTO	CTO Patent Strategy	CTO Cost
CFO	CFO Patent Strategy	CFO Cost
Board	Board Patent Strategy	Board Cost

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* 4. What percentage of your patent budget is spent on: (answers should add up to 100%)

Portfolio filing and maintenance

Licensing

Litigation

Strategic patent intelligence and reporting

Other

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* 5. Do you think that your organisation’s patent portfolio is:

Too big

too small

Perfect

both too big and too small in different areas

We would now like to focus on the role your portfolio plays in terms of Patent Risk

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* 6. Please rank the following patent risks in order of importance to your organisation? (Rank with the most important as no 1)

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* 7. If you answered 'Other' in Question 6, can you give more detail

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* 8. How likely do you think it is that you will have to deal with a patent risk (like those in Question 6) in the next 2 years?

Inevitable

Very Likely

Likely

Not likely

Very unlikely

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* 9. How do you mitigate patent risk? (select all that apply)

Building a strong portfolio

Strengthening individual patents

Patent insurance

Licenses or cross-licenses

Membership of organisations (e.g. LOTNetwork, AST, RPX)

Contracts with suppliers and customers (indemnities and exclusions)

Other (please specify)

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* 10. What do you include in your patent risk report? Select all that apply.

Analysis of own portfolio

Analysis of competitor portfolios

Patent litigation/dispute updates

Legal and regulatory changes

Other (please specify)

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* 11. What are the challenges you face in communicating patent risk?

Lack of understanding of patents at board level

Absence of objective and reliable data

Fear of wilful infringement, disclosure or other legal issues

Too expensive or time consuming to monitor patent risk

No board ownership of patent risk

No challenges

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* 12. If you secured additional patent budget, how best would it be deployed to reduce patent risk? (Indicate top 3)

Filing for more patents

Broader geographical coverage for the existing portfolio

Patent acquisition

Licenses or cross licenses

Patent insurance

Membership of organisations (referred to in Q10)

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* 13. Which of the following best describes the principal industry of your organization?

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* 14. In what region is your organisation’s headquarters located?

Asia

Africa & Middle East

Europe

North America

South America

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* 15. What is your company’s annual revenue?

Less than $100K

$100K to $499K

$500K to $999K

$1M to $4.9M

$5M to $9.9M

$10M to $49.9M

$50M to $99.9M

$100M to $499.9M

$500M to $999M

$1B or more

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* 16. How many patent families do you have in your portfolio?

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* 17. Which of these best describes your role? If none please describe your role, using the free text box.

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* 18. How many years of experience do you have?

Less than 1 year

At least 1 year but less than 3 years

At least 3 years but less than 5 years

At least 5 years but less than 10 years

10 years or more

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* 19. Please include your name and contact email address if you are willing to be contacted to discuss your answers in more detail. We will also be able to share an exclusive sneak preview of the survey report before its general publication with anyone who gives us contact details.

Optimising your Portfolio for Risk

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* 1. How often do you assess the overall shape and size of the portfolio?

Question Title

* 2. What strategic objectives does your patent portfolio serve? (rank with the most important at the top)

Question Title

* 3. At what level(s) in your organisation are patent strategy and/or the related costs formally presented? (select all that apply)

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* 4. What percentage of your patent budget is spent on: (answers should add up to 100%)

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* 5. Do you think that your organisation’s patent portfolio is:

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* 6. Please rank the following patent risks in order of importance to your organisation? (Rank with the most important as no 1)

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* 7. If you answered 'Other' in Question 6, can you give more detail

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* 8. How likely do you think it is that you will have to deal with a patent risk (like those in Question 6) in the next 2 years?

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* 9. How do you mitigate patent risk? (select all that apply)

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* 10. What do you include in your patent risk report? Select all that apply.

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* 11. What are the challenges you face in communicating patent risk?

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* 12. If you secured additional patent budget, how best would it be deployed to reduce patent risk? (Indicate top 3)

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* 13. Which of the following best describes the principal industry of your organization?

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* 14. In what region is your organisation’s headquarters located?

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* 15. What is your company’s annual revenue?

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* 16. How many patent families do you have in your portfolio?

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* 17. Which of these best describes your role? If none please describe your role, using the free text box.

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* 18. How many years of experience do you have?

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* 19. Please include your name and contact email address if you are willing to be contacted to discuss your answers in more detail. We will also be able to share an exclusive sneak preview of the survey report before its general publication with anyone who gives us contact details.

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* 20. Email