CGIAR Recipe:
Complete the Implementation section

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What is the Implementation section?

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The Implementation section of your data management and access plan provides a place to outline how the project team will achieve the goals and commitments described in Direction Setting. It deals with the practicalities of the day to day management of the project, such as infrastructure, timelines and resourcing.

 

Having a completed DMAP provides confidence that the grantees are willing and equipped to identify and address areas for improvement, making outputs more sustainable for the wider research community.

 

This video shows how the Implementation section of your data access and management plan will help you achieve your FAIR project goals.

 

Overview

Investment lifecycle

Recipe overview

Who is this recipe for?

 

• This recipe is for the lead data manager for the program. The lead data manager is the person made accountable as such by the lead grantee organization. Initially they will have been named in the getting started section of the DMAP.
• During implementation the lead data manager may delegate specific sections of the implementation section of the DMAP to specific members of the program who are accountable.
• For example, if the program has a data ethics officer, they may delegate the responsibility to maintain that section to them though the lead data manager will maintain accountability for the DMAP as a whole.

 

Purpose:

 

• This recipe provides a step-by-step guide to completing the Implementation section of the data management and access plan (DMAP). This section covers the practical implementation of your goals as previously documented under Direction Setting in the DMAP. This section aids with capturing the day-to-day specifics of running the project and should be used as a point of reference.

Objectives:

 

• Align practices with goal statements.
• Provide a clear framework for data management activities and responsibilities throughout the lifetime of the project alongside planning for future (re)use of data with consideration to all aspects of FAIR, data ethics, organizational policies and organization and/or project level maturity.

Prerequisites:

 

• Project description and objectives.
• Data management and access plan (DMAP) goals (generated under Direction Setting).

Outputs:

 

• A detailed recording of practical intentions within a data management and access plan.

Outcomes:

 

• Better understanding of how the investment will approach FAIR data principles and how data will be managed throughout the investment and beyond.

When should I do this?

When should I complete this?

 

• In the post award phase, when the project is getting underway and when any data management plans are updated or planned actions are implemented (note – the DMAP is a living document).

Who is accountable?

 

• The Lead Organization within the grantees will be the people to complete this part of the DMAP. The lead organization may wish to delegate portions of the DMAP to responsible members of the consortium.

Who is consulted?

 

• The collaborating organizations within the investment should be consulted on the goals, alongside an independent FAIR data advisor (email:fair@cabi.org).

Who is informed?

 

• The Project Officer should be kept informed and provided access where needed.

Instructions

• The Implementation section of the data management and access plan prompts for specifics on achieving the goals created in the above Direction Setting section.
• It consists of a series of questions covering different aspects of daily workflows on the investment.
• You can download the data management and access plan template here.

Task 1

Starting out

 

• When the project is underway, details of practical implementation need to be documented. Reopen your saved data management and access plan and navigate to the title ‘Implementation’.

Task 2

Understanding the structure of the Implementation section

 

• This section is broken down into categories which relate to the questions previously answered in Direction Setting. Next to each question, you’ll see a theme that it relates to i.e. technical, policy, culture, support, resourcing. For more information about these themes, visit the assessing FAIR potential recipe. Refer to your statements in Direction Setting that are related to that theme if you get stuck answering a question.
• Your answers can be in a format you think is appropriate (text, table, bullet points etc) as long as the noted points have been considered and the question is clearly addressed and can be understood by stakeholder reading it.

Task 3

Answer the questions considered most relevant to your project.

 

• Your FAIR advisor can assist you with question selection.  We recommend you answer the questions in an order that makes sense with your current understanding of data management within the project. The questions can also be answered according to the 5 themes (see question guidance page): culture, policy, resourcing, support and technical.
• This page provides guidance for each of the questions in the Implementation section. Where appropriate, there are references to steps in the FAIR process framework where the output of an activity may help inform your answer.

Task 4

Save the document

 

• Once completed, save the document somewhere easily accessible by project members, and communicate with the team where it is. Provide a session to go through the document and anything pertinent, if possible, to ensure everyone understands and establish what support could be put in place to help team members with implementation

Workflow: What's next?

Quick Reference Guided FAIR Foundational FAIR Independent FAIR FAIR data assessment

Workflow: What's next?

Quick Reference

Next activity for the Guided FAIR workflow: Activity G6

 

• How to document changes after review
• This section takes you through the process of regularly reviewing your DMAP and recording updates to ensure goals and FAIR data outcomes are being achieved.  Schedule regular in-vivo DMAP and data reviews with the data office as investment milestones.
• Alternatively select the workflow tab in this section to see the full list of workflow activities.

Next activity for the Foundational FAIR workflow:

 

• This recipe isn’t part of the Foundational FAIR workflow.

Next activity for the Independent FAIR workflow: Activity I4

 

• How to document changes after review
• This section takes you through the process of regularly reviewing your DMAP and recording updates to ensure goals and FAIR data outcomes are being achieved.

Next activity for the FAIR data assessment workflow:

 

• This recipe isn’t part of the FAIR data assessment workflow.

Back to CGIAR workflows page

Guided FAIR workflow

Activity G1

 

• How to complete the Getting Started section.
• This section takes you through the process of answering a core set of questions to provide a basic description of the data management practices that the investment will adopt.
• Your PO will either grant approval for investment, or request more information. In both situations, proceed to Activity G2

Activity G2

 

• How to assess FAIR potential
• Using the output from the FAIR potential tool will provide data and recommendations for goals which feeds into the “Direction Setting” section of the DMAP

Activity G3

 

• How to complete the Direction Setting section
• This section takes you through the process of setting goals and recording an overarching direction to increase the FAIR maturity of the investment
• If your investment has not been approved, send the completed Direction Setting section within the DMAP to the PO for approval.
• If your investment has been approved, we recommend sharing the DMAP with your FAIR advisor (email:fair@cabi.org) to update them and get feedback if needed.
• If no edits are needed, go to Activity G5
• If you have been asked to make edits, proceed to Activity G4

Activity G4

 

• How to document changes after review
• This recipe takes you through the process of regularly reviewing your DMAP and recording updates to ensure goals and FAIR data outcomes are being achieved.

You are here > Activity G5

 

• How to complete the Implementation section
• This section takes you through the process of documenting the practicalities of the investment as a result of your direction setting.

Activity G6

 

• How to document changes after review
• This section takes you through the process of regularly reviewing your DMAP and recording updates to ensure goals and FAIR data outcomes are being achieved.

 

Foundational FAIR workflow

This page is not part of the Foundational FAIR workflow. Visit the workflow homepage for the list of included activities

Independent FAIR workflow

Activity I1

 

• How to complete the Getting Started section.
• This section takes you through the process of answering a core set of questions to provide a basic description of the data management practices that the investment will adopt.
• After completion of the Getting Started section the PO will either grant approval for investment, or request more information.

Activity I2

 

• How to complete the Direction Setting section
• This section takes you through the process of setting goals and recording an overarching direction to increase the FAIR maturity of the investment.
• If your investment has not been approved, send the completed Direction Setting section within the DMAP to the PO for approval.
  If your investment has been approved, we recommend sharing the DMAP with your FAIR advisor (email:fair@cabi.org) to update them and get feedback if needed.

Activity I3

 

• How to complete the Implementation section
• This section takes you through the process of documenting the practicalities of the investment because of your direction setting.

Activity I4

 

• How to document changes after review
• This section takes you through the process of regularly reviewing your DMAP and recording updates to ensure goals and FAIR data outcomes are being achieved.

FAIR data assessment

This page is not part of the FAIR data assessment workflow. Visit the workflow homepage for the list of included activities