Research Portfolio Analysis: Fundamentals

 Two half day sessions:

January 20 & 27, 2023 9:30AM – 12:30PM EST

Research portfolio analysis (RPA) uses data, methods, and tools to capture and quantify
the investments, productivity, and influence of research or funding portfolios. This course
will explain what comprises an RPA and how they can be used to assist and promote
data-driven decision making. We will discuss the skills needed by analysts to perform
this kind of analysis, and finally we will help you understand how to design a thoughtful
and informative analysis.

This course is designed for analysts but may be of interest to managers looking to
expand their teams technical knowledge. No prior experience is required.

Pricing: $799 per individual.

Group & Government Rates Available.

Customized courses available for organizations with 10+ attendees.

  • Understand what research portfolio analyses are, who uses them, and how they can be
    used for data-driven decision making.

  • Recognize the basic skills needed to perform an RPA

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

  • Learn which data is available for analyses and how it can be linked together to tell a more
    complete story.

  • Design a research portfolio analysis by formulating questions that are relevant to your

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.

Services For Evaluator Teams


Integrating AI & Data Science into your business model is a complicated process that requires expertise in technology, management, and technical skills. The ARI provides needs assessment and consulting services from seasoned pros to help your organization through your analytics transition.


The ARI provides live and pre-recorded courses to address gaps in your teams knowledge and skills. Our cornerstone courses, Research Portfolio Analysis is designed to ensure analysts are making the most of their data, and AI for Decision Makers prepares leadership for an AI integration and implementation.


The ARI provides one-on-one and team coaching to address organizational needs or to assist with a particular project. We specialize in executive AI coaching and portfolio management consulting. An ARI staff member can also be embedded in your team throughout the lifetime of a project.



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.

Courses for Evaluators

Courses and professional development by evaluators, for evaluators.