Research Portfolio Analysis: Project Management

Train your team on your schedule. Contact us to book your training.

Though not required, we recommend that participants take Research Portfolio Analysis: Framework & Design prior to registering for this course.

Research Portfolio Analysis: Project Management focuses on framing analyses and determining the criteria needed to ensure that decisions about your research portfolio are data-driven. By contrast, this training is designed to enable you to effectively manage a research portfolio analysis using tools and processes that will ensure any analysis you complete is well documented, rigorous, reproducible, and transparent. 

We will introduce you to the ARI Toolkit for Analysis Project Management. In order to support effective data and analysis project management, this toolkit includes a series of templates that will guide you through the principles and processes that result in an efficient and high quality project.


Pricing beings at $799 per person. Group and government rates available.

  • Develop the skills necessary to plan a data analysis project.

  • Understand the data management principles that underlie development of the ARI Toolkit. 

  • Understand the ARI Toolkit templates and when to use them to manage data projects.

  • Plan and execute a portfolio analysis project to analyze grant investments.

  • Combine use of the ARI Framework and the ARI Toolkit to manage portfolio analysis projects.

Module 1: Prepare | 9:00 AM – 10:30 AM


What are the important principles and processes in a data project? 

How do I get started on a portfolio analysis project?

How do I work with stakeholders to ensure buy-in and project success?


  • The ARI Toolkit for Data Project Management

  • Establishing a Project Charter


BREAK | 10:30 AM – 10:45 AM


Module 2: Document and Analyze | 10:45 AM – 12:15 PM


How do I find and collect the data I need?

How do I ensure consistent use of data sets throughout the project?

What methods should I choose for my analysis?

How do I verify the quality of the data I’m using?


  • Data Gathering

  • Data Provenance

  • Data Quality

  • Analysis Documentation


LUNCH | 12:15 PM – 1:15 PM


Module 3: Report | 1:15 PM – 2:45 PM


What are the principles for interpreting the results of a data analysis?

How do I best communicate the results to stakeholders?

What are the common deliverables of a data analysis project?


  • Data Interpretation

  • Communicating Results

  • Reporting & Deliverables


BREAK | 2:45 PM – 3:00 PM


Module 4: Case Studies | 3:00 PM – 5:00 PM


How do I use the ARI Framework and ARI Toolkit together?

What does it look like to complete an example case project?


  • Using the ARI Framework and ARI Toolkit Together 

  • Project Simulation

  • Final Questions

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.