Introspective Portfolio Assessment

NREL is developing a framework for a systematic, data-driven approach to assessing projects funded by the U.S. Department of Energy's Advanced Manufacturing Office (AMO).

A group of people stand in front of screens with maps and graphics displayed across them.
NREL works to standardize the assessment and dissemination of the impacts of AMO-funded R&D. Photo by Dennis Schroeder, NREL

AMO funds projects across numerous technology areas and in partnership with stakeholders throughout the United States. AMO's funding opportunities foster collaboration across sectors and pave the way for innovative technology research and development to increase energy efficiency across the manufacturing sector.

NREL is creating a standard approach for assessing and communicating the energy and economic impacts of AMO-funded R&D projects. Specifically, NREL is implementing a transparent and flexible methodology, in the form of an introspective portfolio assessment (IPA) protocol, to evaluate R&D investments across the diverse AMO portfolio of R&D technologies.

As a first step, several projects are involved in piloting the IPA protocol over a multiyear trial period, after which these methods will be expanded to the broader AMO R&D portfolio of approximately 300 R&D projects.

A graphic illustrates the IPA framework with blue, green, and orange icons to indicate the process. The graphic text from left to right: Current State of Technology, Technology Impact Analysis, Desired State of Technology, and Collective Outcomes.
IPA provides a flexible framework to assess the impacts of AMO-funded R&D projects at a project and portfolio level. Graphic by NREL, Energetics


The implementation of the IPA will help track project progress and communicate contribution of current AMO-funded projects to established AMO success indicators and technology-specific performance, energy efficiency, and cost targets.


NREL applied analysis and project management capabilities to define project data requirements, coordinate with project principal investigators, and support the integration of the IPA elements into AMO's funding opportunity requirements.


NREL partners with AMO and Energetics, a technology and management consulting firm, to support this effort.


Debra Sandor

Project Manager IV - Research