Assessor Resource

BSBIPR601
Develop and implement strategies for intellectual property management

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to obtain a strategic advantage from developing and implementing strategies for the management of intellectual property. It covers the evaluation of approaches to the management of intellectual property and focuses on establishing, implementing, evaluating and monitoring an organisation’s intellectual property strategy.

It applies to directors or managers who take an active role in recognising and securing intangible assets which contribute to the organisation’s profitability, productivity and market leadership. These managers and coordinators may work in a range of contexts and may have responsibility for managing people, systems or processes.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Evaluate approaches to the management of intellectual property

1.1 Analyse strategic and operational plans to determine intellectual property requirements

1.2 Identify sources of information and advice regarding approaches to the best practice management of intellectual property

1.3 Determine the implications and potential strategic advantage from protection of intellectual property

1.4 Determine the implications and potential strategic advantage from adopting a collaborative approach to intellectual property

1.5 Determine the implications and potential strategic advantage from adopting an open source approach to intellectual property

2 Establish a strategy for managing intellectual property

2.1 Develop an intellectual property strategy for management and use of own and others’ intellectual property in line with the organisation’s strategic goals or plans

2.2 Examine requirements and options for commercialisation or effective use of intellectual property

2.3 Establish required documentation for the management of the intellectual property strategy

2.4 Develop strategies for addressing intellectual property infringement

2.5 Ensure intellectual property strategy complies with legislative requirements and organisational policies

2.6 Communicate intellectual property strategy to key stakeholders within the organisation and externally

3 Evaluate proposed intellectual property strategy

3.1 Obtain legal and other professional advice regarding the proposed intellectual property management strategy

3.2 Identify and evaluate the benefits from the proposed intellectual property management strategy

3.3 Identify and evaluate the disadvantages, costs and risks of the proposed intellectual property management strategy

3.4 Adjust strategy according to legal advice and evaluation

3.5 Establish, document and present the business case for adopting the proposed intellectual property management strategy to senior management, directors and other key stakeholders

4 Implement and monitor the intellectual property management strategy

4.1 Work with others to ensure the implementation of the strategy

4.2 Monitor and evaluate the strategy and its implementation and report to senior management, directors and other key stakeholders

4.3 Make changes to strategy and its implementation as required

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Evaluate approaches to the management of intellectual property

1.1 Analyse strategic and operational plans to determine intellectual property requirements

1.2 Identify sources of information and advice regarding approaches to the best practice management of intellectual property

1.3 Determine the implications and potential strategic advantage from protection of intellectual property

1.4 Determine the implications and potential strategic advantage from adopting a collaborative approach to intellectual property

1.5 Determine the implications and potential strategic advantage from adopting an open source approach to intellectual property

2 Establish a strategy for managing intellectual property

2.1 Develop an intellectual property strategy for management and use of own and others’ intellectual property in line with the organisation’s strategic goals or plans

2.2 Examine requirements and options for commercialisation or effective use of intellectual property

2.3 Establish required documentation for the management of the intellectual property strategy

2.4 Develop strategies for addressing intellectual property infringement

2.5 Ensure intellectual property strategy complies with legislative requirements and organisational policies

2.6 Communicate intellectual property strategy to key stakeholders within the organisation and externally

3 Evaluate proposed intellectual property strategy

3.1 Obtain legal and other professional advice regarding the proposed intellectual property management strategy

3.2 Identify and evaluate the benefits from the proposed intellectual property management strategy

3.3 Identify and evaluate the disadvantages, costs and risks of the proposed intellectual property management strategy

3.4 Adjust strategy according to legal advice and evaluation

3.5 Establish, document and present the business case for adopting the proposed intellectual property management strategy to senior management, directors and other key stakeholders

4 Implement and monitor the intellectual property management strategy

4.1 Work with others to ensure the implementation of the strategy

4.2 Monitor and evaluate the strategy and its implementation and report to senior management, directors and other key stakeholders

4.3 Make changes to strategy and its implementation as required

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Analyse strategic and operational plans to determine intellectual property requirements 
Identify sources of information and advice regarding approaches to the best practice management of intellectual property 
Determine the implications and potential strategic advantage from protection of intellectual property 
Determine the implications and potential strategic advantage from adopting a collaborative approach to intellectual property 
Determine the implications and potential strategic advantage from adopting an open source approach to intellectual property 
Develop an intellectual property strategy for management and use of own and others’ intellectual property in line with the organisation’s strategic goals or plans 
Examine requirements and options for commercialisation or effective use of intellectual property 
Establish required documentation for the management of the intellectual property strategy 
Develop strategies for addressing intellectual property infringement 
Ensure intellectual property strategy complies with legislative requirements and organisational policies 
Communicate intellectual property strategy to key stakeholders within the organisation and externally 
Obtain legal and other professional advice regarding the proposed intellectual property management strategy 
Identify and evaluate the benefits from the proposed intellectual property management strategy 
Identify and evaluate the disadvantages, costs and risks of the proposed intellectual property management strategy 
Adjust strategy according to legal advice and evaluation 
Establish, document and present the business case for adopting the proposed intellectual property management strategy to senior management, directors and other key stakeholders 
Work with others to ensure the implementation of the strategy 
Monitor and evaluate the strategy and its implementation and report to senior management, directors and other key stakeholders 
Make changes to strategy and its implementation as required 

Forms

Assessment Cover Sheet

BSBIPR601 - Develop and implement strategies for intellectual property management
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BSBIPR601 - Develop and implement strategies for intellectual property management

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