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. 2022 Sep 20;5:17. Originally published 2022 Mar 3. [Version 2] doi: 10.12688/hrbopenres.13507.2

Table 2. Data charting elements.

Publication details Associated question(s) Research
question
Study title
Author(s) -
Year of publication What year was the study/document published? -
Publication type Is the document a peer-reviewed, published article or grey literature? -
Origin/country of origin Which country is the study/document focusing on? -
General details
Aims/purpose What are the study/document aims? -
Study design What is the study/document design? -
Study setting/healthcare context What is the described healthcare setting? (Where this information is available,
describe the setting in terms of local/team level, organisational level, and
external health system level)
9
Study population Which is the target population of the tailoring approach? -
Content
Details of the evidence-based intervention
whose implementation is being tailored
What intervention is being implemented?
What is the aim of the intervention?
What is the health-related focus of the study/document (health
condition focused on)?
What is the study population?
-
-
-
Details of the tailoring approach Is tailoring used prospectively to develop implementation strategy? 8
Is there a rationale for tailoring?
What is the rationale?
Is tailoring based on a theory?
What is the theory?
2
2
3
3
Was a theory or framework drawn on during tailoring process?
Which framework/theory?
At what stage?
7
7
7
What steps are involved? 6
When is tailoring carried out (stage of implementation)? 8
Who is involved: health care professionals, researchers and/or people who
used healthcare services?

When (at what stage(s)) are they involved), for what purpose (what is their
role), and how are they involved?
10



10
Has determinant prioritisation been conducted? 11
Has strategy selection been conducted? 11
How has the determinant prioritisation and strategy selection step of tailoring
been conducted?
What criteria have been used in prioritisation?
Who selected these criteria?
What data collection or broader methods have been used to inform tailoring?
Is there a rationale for the methods used for this step?
What is the rationale?
What are the inputs used to inform strategy selection – for example, evidence,
stakeholders, theory?
What is the balance and timing of each input?
11

11
11
11a
11a
11a
11b

11c
Outcome(s) of tailoring process and how
measured.
Was tailoring evaluated?
How was tailoring evaluated?
What proximal outcomes of tailoring “success” were used?
12
12
12