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Worksheets · Business Planning

Your IP Audit & AI Search Action Plan

Practical Steps for IP Identification & Search

PLN-W-018v1.0Beginner · 30 minUpdated 2026-08-06

Overview

Systematically list your business's key intellectual assets, categorize them by IP type, and define a clear action plan for leveraging AI in your patent and trademark searches. Prioritize your IP for protection.

Purpose

Users complete this worksheet to organize their intellectual assets and create a practical, step-by-step plan for IP protection.

Why it matters

A clear action plan ensures that no critical IP is overlooked and resources are allocated effectively to protect your most valuable assets.

Unlock the full playbook

The step-by-step instructions, AI companion prompt, worked example, common mistakes and downloadable files are available to members.

When to use it

Use when identifying or reviewing your intellectual property portfolio.

Tags

  • ip-audit
  • action-plan
  • trademark-search
  • patent-search
  • asset-management

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