I. Set-up | 1.1 Preparation | Step 1. Establish an organising committee Step 2. Select a guideline topic Step 3. Check whether adaptation is feasible Step 4. Identify necessary resources and skills Step 5. Complete tasks for the Set-up phase Step 6. Write adaptation plan
| Tool 1: Guideline development and Implementation resources Tool 2: Search sources and strategies Tool 3: Sample declaration of conflict of interest Tool 4: Consensus process resources Tool 5: Workplan Example
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II. Adaptation | 2.1 Scope and Purpose | Step 7. Determine the health (clinical/policy questions | Tool 6: PIPOH (Population, Intervention, Professional, Outcomes, Healthcare setting) |
2.2 Search and Screen | Step 8. Search for guidelines and other relevant documents Step 9. Screen retrieved guidelines Step 10. Reduce a large number of retrieved guidelines
| Tool 2: Search sources and strategies Tool 7: Sample table for summarising guideline characteristics Tool 8: Sample table for recording clinical content of guidelines
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2.3 Assessment | Step 11. Assess guideline quality Step 12. Assess guideline currency Step 13. Assess guideline content Step 14. Assess guideline consistency Step 15. Assess acceptability/applicability of the recommendations
| Tool 9: AGREE instrument Tool 10: AGREE inter-rater agreement and score spreadsheets Tool 11: Sample currency survey Tool 12: Sample recommendations Matrix Tool 13: Evaluation sheet—Search and selection of evidence Tool 14: Evaluation sheet—Scientific validity of guidelines Tool 15: Worksheet—Acceptability/applicability
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2.4 Decision and Selection | | Tool 16: List of all resources available to the panel |
2.5 Customisation | Step 18. Prepare draft adapted guideline | |
III. Finalisation | 3.1 External Review and Acknowledgement | Step 19. External review by target users Step 20. Consult with relevant endorsement bodies Step 21. Consult with developers of source guidelines Step 22. Acknowledge source documents
| Tool 19: Samples of external review surveys |
3.2 Aftercare planning | Step 23. Plan scheduled review and update of adapted guideline | |
3.3 Final Production | Step 24. Produce final guidance document | |