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Developing an a priori protocol in a qualitative systematic review is essential, as it provides a foundational roadmap for the entire review process. The review team should ensure that equity considerations are integrated throughout the protocol development process. The protocol outlines the following key components:

  • Selecting a title for the systematic review

  • Identifying the review team and any conflicts of interest

  • Reflexivity

  • Determining the review question and objectives

  • Identifying eligibility criteria

  • Searching for qualitative studies

  • Selecting qualitative studies

  • Assessment of methodological quality of qualitative studies

  • Data extraction process and instruments

  • Resolution of disagreements between reviewers in study selection, data extraction and critical appraisal decisions

  • Proposed approaches to synthesis, including responding to divergent data

  • Presentation of evidence

  • Assessment of confidence in the qualitative review findings

The protocol provides an a priori, transparent and structured framework for conducting the review. Defining these parameters in advance helps to ensure transparency, rigour and consistency in the review process. Additionally, having a well-defined protocol promotes the efficient use of resources, reduces the likelihood of duplication and guides the reviewer towards a focused and meaningful analysis of the research findings. A protocol must be completed and publicly available (e.g. as a published protocol; available via a registry such as PROSPERO or Open Science Framework; published on institutional websites; etc) prior to conducting and publishing the review.

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