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Putting the Tri-Agency Policy into Practice: Workshopping Your Institutional Research Data Management Strategy


To engage in conversation and discussions that will enable the development of your institutional research data management (RDM) strategies.

Program at a Glance

Introduction to the Tri-Agency Policy and Pillar 2 Webinar: Data Management Plans
Monday, October 25, 1 to 3 p.m. EST
Tri-Agency Policy Pillar 3 Webinar: Data Deposit
Tuesday, October 26, 1 to 3 p.m. EST
Tri-Agency Policy Pillar 1 Webinar: Institutional RDM Strategy
Wednesday, October 27, 1 to 2 p.m. EST
Canadian RDM Assessment Model Workshop
Wednesday, October 27, 2 to 4 p.m. EST
Institutional RDM Strategies Case Studies Panel, Wrap-up/Next Steps
Thursday, October 28, 1 to 3 p.m. EST


Please note, the webinars will be presented in English with simultaneous interpretation in French.

The Background 

With the release of the Tri-Agency Research Data Management Policy in March 2021, Canadian post-secondary institutions will need to meet requirements associated with the three pillars of the policy: 

  1. Pillar I: Institutional Strategy –  To be completed by Spring 2023 
  2. Pillar II: Data Management Plans – Implementation begins Spring 2022
  3. Pillar III: Data deposit – Implementation anticipated to begin Spring 2023

This workshop series will focus on helping institutions to develop their RDM strategies by providing information across the three pillars of the policy, including a targeted workshop on strategy development with time for breakout discussions, as well as  an open panel discussion from practitioners in various stages of crafting their institutional strategies.  

Benefits of attending  

This workshop series will give attendees the opportunity to build their community of support, collaborate, and discuss their RDM Institutional Strategy with others across the country. Through collaborative sessions, attendees will be able to workshop the beginnings of an RDM Institutional Strategy, and connect with a community of colleagues both during and following this initial series, via networking and collaborative opportunities.

What you can Expect

The workshop series will use a combination of informational webinars, a panel, and a workshop with small group activities to deliver on this objective. The informational webinars will present on the Tri-Agency policy, including descriptions of two of the pillars, (Data Management Plans, and Data Deposit) prior to the Institutional Strategy series. Following each webinar, there will be a time for questions and discussion. The Institutional Strategy workshop series will consist of a three hour session followed by a two hour panel session. These will include background on the first pillar, breakout discussions, and a panel on Institutional Strategies Case Studies. 

The first 2 webinars will consist of a 1-hour presentation, followed by a 50-minute discussion period. The 3rd webinar will consist of a 1-hour presentation and Q&A. The workshop will follow the 3rd webinar, and will be limited to a maximum of 3 people from each institution to facilitate discussion in small group breakouts.

The webinars will be presented in English with simultaneous interpretation in French. The workshop component will be limited to a specific number of registrants that are, or will be, actively involved in developing an Institutional RDM Strategy. There may be multiple workshops offered, depending on demand. Workshops will include breakout rooms based on size of institution, region, or type of institution. 

Who Should Attend 

Webinars will be open registration and the intended audience will be any of those interested in the Tri-Agency RDM Policy and its implications for institutions and researchers. Researchers, graduate students, librarians, data managers, and administrators will be interested. 

The Institutional Strategy series is directed at those closely involved in establishing/coordinating the institutional strategies for RDM at their institution.  In order to facilitate small group discussions, the invitations to participate will be issued to the offices of the VP Research (or equivalent) to designate a maximum of 3 participants per institution to attend, with the goal of having one participant from each of: the research office; office of the CIO; and the library. 

Preparation for the Event

A package of background information will be distributed to participants in advance of the online workshop. Prior to the workshop, participants will be asked to complete a readiness matrix for their institution, which will be based on the Research Infrastructure Self-Evaluation (RISE) framework, the SPARC framework, the Portage Institutional Strategy Survey, and the Portage Institutional Strategy Template. This framework will be developed in a Canadian context, and will be made available in English and French. It will be used to help identify institutional gaps that can in turn inform your institution’s  strategy development. 

Future Directions/Staying Connected

Participants will be added to an appropriate communications platform (e.g. Slack, mailing list), and will be contacted 2-3 times post-workshop to determine progress, identify questions, and whether  help is needed. Based on feedback and community need, it is anticipated that the group will have the opportunity to gather again for follow-up informational and networking sessions 6-12 months after the Workshop.


Workshop Planning Committee Members: Mark Leggott (Alliance, RDC), Kate Cawthorn (University of Calgary), Jane Fry (Carleton University), Emma Scott (University of Lethbridge), Jennifer Abel (Portage), Alison Farrell (Memorial University), Jaime Orr (University of Winnipeg), Michael Smolinski (CIHR), Alexander Thistlewood (SSHRC), Nick Rochlin (University of British Columbia), Chantal Ripp (University of Ottawa), Marie-Eve Ruest (Université du Québec à Chicoutimi), James Doiron (University of Alberta), Geoff Harder (University of Alberta), Alexander Clark (University of Alberta).