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Building on the pre-FAIR assessment, this step defines a structured approach to addressing identified gaps in FAIR compliance. It transforms assessment insights into an actionable solution plan, ensuring technical, organisational, and procedural aspects are considered. It helps your team allocate resources efficiently and prepare for upcoming challenges. The outcome is a clear roadmap that enhances data management and prepares for improved FAIRification.

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The pre-FAIR assessment identifies key gaps and challenges in FAIR compliance, which, if , such as incomplete metadata, lack of a data storage strategy, or missing documentation practices. If left unaddressed, these issues can hinder data quality, interoperability, and reuse. This next step ensures those that assessment insights are systematically translated into a structured plan to prevent , preventing fragmented and ineffective FAIRification efforts. A well-defined solution plan helps to:

• align provide a structured approach to tackling complex data issues and aligning stakeholders on a shared approachstrategy;

• optimise the use of resources and infrastructure; define success criteria to track progress;

• improve enhance data quality, reusabilityensuring better insights, and compliancesupport long-term sustainability and interoperability of FAIR dataimproved compliance with FAIR principles, and greater efficiency in research processes.

How to 

Step 1 - Identify and prioritise key requirements

Based on Using the outcomes of the pre-FAIR assessment , identify the specific needs required to bridge the FAIR-related gaps. These may include metadata schemas, persistent identifiers, or data repositories that were found lacking in the assessment.

Step 2 - Assess feasibility and constraints

Assess findings, identify and rank key issues based on urgency, impact, and feasibility. Prioritisation ensures that critical gaps, such as incomplete metadata, lack of persistent identifiers, or missing documentation, are addressed first.

Example: If metadata incompleteness is blocking data reuse, improving metadata standards should take precedence over less critical issues.

Step 2 - Define clear objectives

For each prioritised issue, define SMART objectives (Specific, Measurable, Achievable, Relevant, Time-bound). These objectives will guide implementation and measure progress.

Example: By [date], update metadata for 90% of datasets to comply with [standard], ensuring all required fields are completed.

Step 3 - Assess feasibility and identify constraints

Evaluate the current infrastructure, policies, and data governance environment identified in the pre-FAIR assessment. Determine . Identify constraints such as legal barriers, technical limitations, and organisational readiness that could hinder FAIR implementation, and define or resource availability. Develop mitigation strategies to address them.

Example: If data governance policies prevent external repository use, consider alternative institutional solutions.

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4 - Select appropriate tools and methodologies

Using insights from the pre-FAIR assessment, select Choose tools, frameworks, and methodologies that directly best address the identified gaps identified. Resources such as http://FAIRsharing.org and existing FAIR Implementation Profiles (FIPs) should be leveraged to ensure alignment with best practices.

Examples:Step 4

• Metadata improvement: Use controlled vocabularies and standards.

• Persistent identifiers: Implement DOIs or Handles for datasets.

Step 5 - Engage stakeholders and align objectives

Engage the same stakeholders involved in Involve key stakeholders from the pre-FAIR assessment to ensure continuity. Foster collaboration between phase, including data stewards, domain experts, and IT teams to translate assessment findings into a practical and domain-specific solution plan.

Step 5 - Develop the FAIRification roadmap

Develop a detailed implementation roadmap that reflects the prioritised recommendations from the pre-FAIR assessment. Ensure alignment between technical and organisational priorities to create a feasible solution plan.

Tip: Regular check-ins help maintain engagement and prevent misalignment.

Step 6 - Develop a structured FAIRification roadmap

Create an implementation roadmap outlining key actions, responsibilities, timelines, and resources. Define key performance indicators that track the effectiveness of interventions (KPIs) to track progress and allow for iterative improvements.

Step 6 - Validate and refine the solution plan

Validate the proposed solution with stakeholders by comparing it to the insights gathered in the pre-FAIR assessment. Ensure that the solution effectively addresses identified gaps, and adjust where necessary based on stakeholder input. adjustments.

Step 7 - Conduct risk assessment and refine the plan

Identify potential risks (e.g., delays, lack of resources) and define mitigation strategies. Review the solution plan with stakeholders and refine it based on feedback.

Example: Risk: Limited personnel availability. Mitigation: Cross-train team members to ensure continuity.

Expertise requirements for this step 

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