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Knowledge to Action

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Knowledge Base

Adapt Knowledge to Local Context

Although guidelines provide evidence in a more usable form for practitioners and health settings than a plethora of primary studies, an important and additional necessary step is the adaptation of the guideline to the context of use.

Customizing a clinical practice guideline for a particular organization may help improve acceptance and adherence, and overcome challenges such as health care providers not having the requisite skills and expertise to implement a recommended action, the setting not having the mandatory equipment or staff time to deliver a guideline's recommendation, or recommendations not being acceptable to the local patient population or providers due to culture or other factors.

The ADAPTE collaboration is among the few who provide a validated process for guideline adaptation. The ADAPTE process consists of three main phases, including planning and setup, adaptation, and development of a final product:

Setup Phase
Preparation for implementing the ADAPTE framework, which includes:
  1. establishing and organizing committee and working panel, resource team
  2. selecting a topic using criteria
  3. checking if adaptation is feasible
  4. identifying necessary resources and skills
  5. completing tasks for the setup phase including terms of reference, declaration of conflicts of interest, consensus process, endorsement bodies, guideline authorship, dissemination, and implementation strategies
  6. writing the adaptation plan.
Adaptation Phase
  • Define the health questions.
  • Search and screen guidelines.
  • Assess guidelines' quality, currency, content, consistency, acceptability and applicability.
  • Decide and select.
  • Draft adapted guideline and documentation on adaptation process and end-users' need.
Finalization Phase
  • External review by target audiences and consultation with endorsement bodies and guideline developers.
  • Plan for future review and update, such as deciding on a review date and a plan for repeat search and modification.
  • Produce final guideline document.