SBP Links and Resources

Append A: US Patent and Trademark Office Links

Updated March, 2020.

Find the Appendix A from the Patent Primer here: www.IPplan.com/links/

Find Table 2 from the Patent Primer here, on cost estimates: Table2-PatentCostsEstimates-rev.jpg )

Hall, E. B. & Hinkelman, R. M. (2017). Perpetual Innovation™: Patent primer 4.0: Patents, the great equalizer of our time! An overview of intellectual property for inventors and entrepreneurs. Morrisville, NC: LuLu Press. ISBN: 978-1-387-07026-8 Retrieved from: http://www.lulu.com/spotlight/SBPlan
[Amazon v4.0e ASIN: B074JJCDHG Retrieved from: http://www.amazon.com/dp/B074JJCDHG ]

Strategic Business Planning Company www.SBPlan.com

SBP’s site devoted to Intellectual Property Commercialization: www.IPPlan.com

SBP’s Blog/Zines & Twitter: IntellZine | SustainZine

Scenario/Delphi Plans: ScenarioPlans

SBPlan@Twitter or PatentPlan@Twitter

United States Patent and Trademark Office (PTO): http://www.uspto.gov/

GOV Resources

BusinessUSA Start, grow and do business in the USA

SelectUSA The USA is the place for business

FDSys.gov Browse the Federal Register

Copyright Office: www.copyright.gov

(Library of Congress & ISBN # for books)

Register with U.S. Customs Service for protection against the importation infringment related to copyright or trademark at www.cbp.gov/trade/priority-issues/ipr/protection

World Intellectual Property Organization (http://www.wipo.int/copyright/en/)

IP Blogs

Feedspot top 100 IP Blogs: https://blog.feedspot.com/intellectual_property_blogs/ (dynamic list, always updated).

Top IP Bogs from the American Bar Association: https://www.abajournal.com/magazine/article/10th_annual_blawg_100

Couple blogs that have been in the top for more than 10 years:

Country	Site	Site URL
US	Patently-O	http://www.patentlyo.com/
US	Patent Baristas	http://www.patentbaristas.com/
US	Pwatchdog	http://www.ipwatchdog.com/

Source: Drawn from Sookman. Consistent top sites since 2009.

Delphi and Scenario Publications

Hall, E. (2009). Strategic planning in times of extreme uncertainty. In C. A. Lentz (Ed.), The refractive thinker: Vol. 1. An anthology of higher learning (1st ed., pp. 41-58). Las Vegas, NV: The Lentz Leadership Institute. (www.RefractiveThinker.com)

Hall, E. (2009). The Delphi primer: Doing real-world or academic research using a mixed-method approach. In C. A. Lentz (Ed.), The refractive thinker: Vol. 2. Research methodology (2nd ed., pp. 3-28). Las Vegas, NV: The Lentz Leadership Institute. (www.RefractiveThinker.com)

Hall, E. (2010). Innovation out of turbulence: Scenario and survival plans that utilizes groups and the wisdom of crowds. In C. A. Lentz (Ed.), The refractive thinker: Vol. 5. Strategy in innovation (5th ed., pp. 1-30). Las Vegas, NV: The Lentz Leadership Institute. (www.RefractiveThinker.com)

Hall, E. (2010). Lessons of recessions: Sustainability education and jobs may be the answer. Journal of Sustainability and Green Management. Jacksonville, FL: Academic and Business Research Institute. Retrieved from: http://www.aabri.com/OC2010Manuscripts/OC10079.pdf

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. ISBN: 978-1-387-31010-4 Retrieved from: http://www.lulu.com/spotlight/SBPlan

Hall, E. B. & Hinkelman, R. M. (2015). Perpetual Innovation™: Innovator’s primer 3.0: The basics on intellectual property protection for the creator and inventor. Morrisville, NC: LuLu Press. ISBN: 978-1-329-23954-8 Retrieved from: http://www.lulu.com/spotlight/SBPlan
[Amazon v3.0e ASIN: B0115BG35I Retrieved from: http://www.amazon.com/dp/B0115BG35I ]

Hall, E. B., & Jordan, E. A. (2013). Strategic and scenario planning using Delphi: Long-term and rapid planning utilizing the genius of crowds. In C. A. Lentz (Ed.), The refractive thinker: Vol. II. Research methodology (3^rd Ed.). (pp. 103-123) Las Vegas, NV: The Refractive Thinker� Press.

Hall, E. B., & Knab, E.F. (2012, July). Social irresponsibility provides opportunity for the win-win-win of Sustainable Leadership. In C. A. Lentz (Ed.), The refractive thinker: Vol. 7. Social responsibility (pp. 197-220). Las Vegas, NV: The Refractive Thinker� Press. ISBN: 978-0-9840054-2-0

Hall, E. B. (2007). Strategic economic development & marketing plan for Highlands County. Morrisville, NC: LuLu Press. (www.lulu.com/spotlight/SBPlan)

Hall, E., Taylor, S., Zapalski, C., & Hall, T. (2009). Sustainability in education: Green in the facilities, but not in the classrooms. Proceedings of the Society for Advancement of Management, USA.

Fleming-Farrell, L., Hall, E., & Blando, J. (2014, Spring). Implementation of new TQM programs, communications, and adapting to change. In C. A. Lentz (Ed.), The refractive thinker: Vol. 8: Effective business practices for motivation and communication (pp. 159-181). Las Vegas, NV: The Refractive Thinker� Press.

Jordan, E. A., & Hall, E. B. (2016). Group decision making and Integrated Product Teams: An alternative approach using Delphi. In C. A. Lentz (Ed.), The refractive thinker: Vol. 10. Effective business strategies for the defense sector. (pp. 1-20) Las Vegas, NV: The Refractive Thinker� Press. ISBN #: 978-0-9840054-5-1. Retrieved from: http://refractivethinker.com/chapters/rt-vol-x-ch-1-defense-sector-procurement-planning-a-delphi-augmented-approach-to-group-decision-making/

RAND corporation has a wealth of information about Delphi research. (http://www.rand.org/topics/delphi-method.html)

About Strategic Business Planning Company (SBP)

Common to virtually all of the clients of Strategic Business Planning Company (www.SBPlan.com) is that they have had a new and innovative concept that they wanted to launch in the form of a new business or a new line of business. Occasionally there has been “another” retail store of service business, but often even those businesses had a novel twist, e.g., the old way of doing things but with Internet or application server advancements. Even if the client did not already have intellectual property protection, it was a vital part of the strategic planning process to assure that they had (at least planned for) patenting, copyrights, branding (company name, Internet domain names, trademarks, etc.) during the development of a business plan. In fact, if patent protection were an integral part of the business plan, the entire business plan had to be reorganized to accommodate the multiple possible methods of commercializing the technology both in the product/service produced and in technology transfer (licensing) to other market segments. This Intellectual Property Business Plan (or IP Business Plan) becomes the framework for valuing patent-based technologies where at least one market was serviced by the company directly and other segments were licensed out, thus demonstrating the effort to bring the productized technology to market while presenting the case for potential profitability from all likely commercialization methods.

As it became increasing evident that there exists a huge void in the business planning and valuation aspects of patent commercialization, SBP chose to focus on this unserved, but critically important, market. The consulting process established for a startup company or line of business is like the Patent Business Plan that quickly works through all aspects of the business and documents it. However, for larger firms, SBP has created a consulting process: Commercialization of Patent Assets or COMPASS(R). Although COMPASS(R) applies only to a specific company, there are many generalizations associated with it that apply to all high-tech organizations. That process was developed into a how-to book that is unique in its focuses on the business perspective of patent commercialization – the sustainable, longer-term, competitive advantage that can be gained from IP. Thus the book Perpetual Innovation^™, A Guide to Strategic Planning, Patent Commercialization and Enduring Competitive Advantage was born. Appendix B in the first edition was actually the original Patent Primer. Books are available on Amazon or at SBP’s bookstore: http://www.lulu.com/spotlight/SBPlan

About COMPASS(R) and Perpetual Innovation™

Perpetual Innovation™ describes the strategic planning process necessary for managers and inventors to bringing protected technologies to market. The Hall-Hinkelman book outlines the ways to organize for innovation and how best to commercialize intellectual property (patents) nationally and internationally. Valuation and decision-making methods are presented for assessing the value of technology at early stages and preparing for the best methods of value realization. Key to market success is being first to market, with a superior product and the best possible intellectual property protection. This book focuses on the business side of patent commercialization, those decisions that involve everyone in the organization, not just the patent attorneys and the scientists. Publications of the company are at Amazon and at LuLu press. Commercialization of patent assets, COMPASS(R), is a registered service mark for the company and the COMPASS(R) process is used by SPC to consult with companies on patent commercialization. Perpetual Innovation™ is the name associated with the series of innovation books.

Perpetual Innovation™: Patent Commercialization, and the Patent Primer 3.1

Books and articles on Intellectual Property (IP) are too detailed or to general to be useful for the typical creator, inventor or entrepreneur. Innovators first need a general idea of how and when to utilize intellectual property protection (copyright, trademarks, patents and trade secrets) and how best to utilize these great equalizing tools. The details of IP can be complicated, especially without a clear idea of where to focus. Books on patents tend to avoid specifics on fees and other cost estimates of getting a patent. One reason, of course, is because the fees change, resulting in misinformation. Additionally, there are several different paths for patent protection. People are directed to the US Patent and Trademark Office (www.USPTO.gov) for current processes and fees. The multiple pages of fees and options are confusing. The available information does not help the typical person trying to understand and utilize IP. A simple primer is needed.

In 2007, Hall and Hinkelman wrote Perpetual Innovation™: A Guide to Strategic Planning, Patent Commercialization and Enduring Competitive Advantage for companies to create the best environment for innovation. The Guide creates a sound planning process with the best use of patent protection to gain a sustainable competitive advantage. Inventors and small companies can learn much from the book, but it will be most valuable to organizations of a hundred employees or larger which have many products – and patents – to manage. This Guide presents to the basics of SBP’s Commercialization of Patent Assets -- i.e., COMPASS(R) -- methodology for patent commercialization. The COMPASS(R) process helps tech companies need to move to a business-focused, IP-centric business model where they can expect to be perpetually innovative with an enduring competitive advantage.

The Guide did not originally describe the basics of patents and patent filing, so we added a basic Patent Primer (1.0 version) as Appendix B to the book. The patent laws changed dramatically in 2012 and fees increased. Look for the new versions of the Guide. The Patent Primer is now a stand-a-lone booklet.

SBP Consulting & Planning

Strategic Business Planning Company (SBP) helps clients develop the plans that every business needs™. SBP plans and planning processes focus on flexibility and sustainability. SBP plans including:

� Business Plan to plan out an entire business, strategy through implementation. Great for management planning. Often developed to raise funding from loans or equity investors.

� IP Business Plan for businesses that that are patent or invention based (see IP Plan).

� Strategic Plan (StratPlan) is a high-level plans for larger organizations that is followed by detailed division (LOB) plans, as well as, an IP Plan &/or a SISPlan.

� Divisional or Line-of-Business Plans (LOBPlans) are business plans for specific markets or divisions of an organization.

� Strategic Information Systems Plan (SISPlan) is a specialized IT division plan that focuses on all aspects of the organization’s information technology.

� Scenario Plan is a strategic planning tool that is added to the regular planning process to anticipate – and plan for – extraordinary or pending industry events: political, economic or technical.

� Sustainability Plan integrates triple-bottom-line (social, environment, and economic) into a plan to meet the requirements of a low carbon economy where social responsibility and carbon footprint are critical metrics plus profitability (real long-term profitability, not artificial measures).

� Intellectual Property Commercialization Plan (IP Plan) integrates all aspects of the product pipeline – R&D, patenting, marketing and licensing – to provide the strongest possible plan for enduring competitive advantage.

To the Strategic Business Planning Company’s main site: www.SBPlan.com