The development of the GIN‐McMaster checklist extension for guideline adaptation protocol

Abstract Background To ensure rigour and transparency in guideline adaptation and contextualization processes, standardized tools and methodological principles are needed. However, methodological challenges have been continuously documented in guideline adaptation processes. Objective To develop a guideline international network (GIN)‐McMaster guidelines development checklist (GDC) extension for guideline adaptation. Methods This project follows multiphase iterative approach, including (1) compiling a list of key methodological steps for guideline adaptation, based on scoping reviews of the current knowledge of guideline adaptation; (2) proposing methodological principles for guideline adaptation based on key methodological steps, in parallel to developing the GIN‐McMaster Guideline Development Checklist extension for adaptation (GDC‐adaptation extension) concerning the original checklist and methodological steps for adaptation; (3) iteratively refining the methodological steps through GIN Adaptation working group discussions, and GDC‐adaptation extension items through several rounds of Delphi consensus survey and (4) Public consultation and finalization. For methodological principles, this involves public consultation; for GDC‐adaptation extension, we will conduct user testing through semi‐structured interviews. Finally, we will submit the final outputs to the GIN board and seek final approval. Discussion The identification of the key methodological principles, together with the GIN‐McMaster GDC extension for guideline adaptation and contextualization, will provide clarity in the planning and execution of adaptation, adoption and/or development of recommendations. The aim of the checklist is to improve efficiency and reduce research waste in guideline development while maintaining rigour and transparency. Key points What is already known on this topic? Guideline development process should coordinate with existing source guidelines, their recommendations and evidence to avoid effort duplication and resource waste. Guideline adaptation can be an efficient method for developing guidelines. It incorporates source materials with multiple considerations from target settings. More than 15 adaptation frameworks have been developed, yet the process still faces challenges and limitations. Few standards and manuals address guideline adaptation methods and processes. What this study adds? We aim to develop the guideline international network‐McMaster guidelines development checklist (GDC) in parallel with proposing the methodological principles for guideline adaptation. The development process of guidance and principles incorporates each other with a multistep and interactive development process. The GDC‐adaptation extension and fundamental methodological principles will clarify the planning and execution of adaptation, adoption and development of recommendations.