Research Portfolio Analysis: Fundamentals

The purpose of research portfolio analysis is to define a portfolio of research and understand its investments, productivity, and influence. The ARI Framework for Research Portfolio Analysis is an analytic tool developed to help you structure a research portfolio analysis and frame the use of techniques for analyzing the content, networks, publications, and other elements of the portfolio you define. 

This training will introduce you to the ARI Framework and provide an overview of the techniques you can employ to answer questions such as: Who is working on this research topic? Which researchers are collaborating on this research topic? How many publications, patents, or guidelines are coming out of this research? How many citations is this research producing?

Pricing: $500 per individual.

Group & Government Rates Available.

Customized courses available for organizations with 10+ attendees.

  • Define research portfolio analysis.

  • Understand relevant standards and laws pertaining to research portfolio analysis.

  • Embody an analytic mindset and develop analytic instincts.

  • Identify common decision traps and tactics for overcoming them.

  • Recognize the basic structure and value of an analytic framework. 

  • Understand the ARI Framework for Research Portfolio Analysis.

  • Identify the relevant questions that can be asked to assess a research portfolio.

  • Identify the analytic tools and techniques used for research portfolio analysis.

  • Develop the skills to determine which tools to use for portfolio analysis and why.

Module 1. Research Portfolio Analysis | 9:00 AM – 9:30 AM

What is research portfolio analysis?

How does analysis differ from evaluation?

What are the relevant standards and regulations relevant to research portfolio analysis?


Module 2. The Analytic Mindset | 9:30 AM – 10:30 AM


What is effective analysis?

What are the principles for applying good analytic thinking in decision making? 

What are common biases and decision traps, and how can we avoid them?


BREAK | 10:30 AM – 10:45 AM


Module 3. The ARI Framework | 10:45 AM – 12:00 PM


What decisions are you trying to make regarding your portfolio? 

How do you approach an analysis?

What is the ARI Framewok and how can it help structure my analysis?


LUNCH | 12:00 PM – 1:00 PM


Module 4. Analysis Parameters | 1:00 PM – 1:45 PM


How do I define and generate a research portfolio for analysis?

How do I identify data sources and search for the data I will use in my analysis? 


Module 5. Analyzing Investment | 1:45 PM – 2:45 PM


What are the inputs of a research portfolio?

What is content analysis and when is it useful?


BREAK | 2:45 PM – 3:00 PM


Module 6. Analyzing Productivity | 3:00 PM – 4:00 PM


What are the outputs of a research portfolio?

What is network analysis and when is it useful?


Module 7. Analyzing Influence | 4:00 PM – 5:00 PM


What are the outcomes of a research portfolio?

What is citation analysis and when is it useful?



The Analytics Research Institute Cancellation Policy 

If a paid registrant cancels prior to an event, The ARI will issue a 100% registration credit that can be used within 12 months of the date of the event by anyone at the registering organization. Requests for cancellation must be emailed to at least one week prior to the start of the event. 

At an in-person event, credits will not be issued for no-shows or for cancellations made within one week of the start of the event.

If The ARI cancels or postpones an event, The ARI will automatically issue a 100% registration credit that can be used within 12 months of the date of the event by anyone at the organization, and may be used toward any ARI event, service, or product.



Paula founded the ARI in 2021. Prior to that she headed the analytic services division at Lexical Intelligence, providing funding agencies and research administrators with the state-of-the-art tools and analyses needed to make informed, data-driven decisions. Paula served as Training Director in the Office of Portfolio Analysis at the National Institutes of Health (NIH), where she implemented and led an innovative training program that continues to assist the scientific community in carrying out effective analyses of the NIH research portfolio. With over a decade of analytical experience, Paula’s expertise spans the fields of biomedical research, science policy, and portfolio analysis.

Paula earned her B.Sc. in Biochemistry from the University of Edinburgh, and her Ph.D. from Newcastle University.

Paula Headshot
Heather Headshot


Heather joined the ARI in 2021 with extensive basic research experience in cell biology, microbiology, and infectious diseases. Heather is also a science analyst with Lexical Intelligence. Previously Heather was a postdoctoral research fellow at Massachusetts General Hospital and Harvard Medical School, where she studied the molecular mechanisms of bacterial pathogenesis. She is excited to use her experience in research and funding mechanisms to serve a broader role in supporting research in the life sciences.

Heather holds a Ph.D. in Biochemistry and Molecular Biology from the University of California, San Francisco, and a B.S. in Molecular Biology from the University of California, San Diego.