Consulting The Oracle: Ten Lessons From Using The Delphi Technique in Nursing Research

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METHODOLOGICAL ISSUES IN NURSING RESEARCH

Consulting the oracle: ten lessons from using the Delphi technique in
nursing research
Sinead Keeney BA MRes
Senior Research Fellow, Institute of Nursing Research, University of Ulster, Belfast, UK

Felicity Hasson BA MSc PG Dip


Research Fellow, Institute of Nursing Research, University of Ulster, Belfast, UK

Hugh McKenna BSc DipN AdvDipEd DPhil RGN RMN RNT FRCSI
Dean of the Faculty of Life and Health Sciences, University of Ulster, Belfast, UK

Accepted for publication 22 March 2005

Correspondence: KEENEY S., HASSON F., McKENNA H. (2006) Journal of Advanced Nursing
Felicity Hasson, 53(2), 205–212
Institute of Nursing Research, Consulting the oracle: ten lessons from using the Delphi technique in nursing
University of Ulster,
research
Newtownabbey,
Aim. The aim of this paper was to provide insight into the Delphi technique by
Shore Road,
Belfast BT37 0QB,
outlining our personal experiences during its use over a 10-year period in a variety
UK. of applications.
E-mail: f.hasson@ulster.ac.uk Background. As a means of achieving consensus on an issue, the Delphi research
method has become widely used in healthcare research generally and nursing
research in particular. The literature on this technique is expanding, mainly
addressing what it is and how it should be used. However, there is still much
confusion and uncertainty surrounding it, particularly about issues such as modi-
fications, consensus, anonymity, definition of experts, how ‘experts’ are selected and
how non-respondents are pursued.
Discussion. This issues that arise when planning and carrying out a Delphi study
include the definition of consensus; the issue of anonymity vs. quasi-anonymity for
participants; how to estimate the time needed to collect the data, analyse each
‘round’, feed back results to participants, and gain their responses to this feedback;
how to define and select the ‘experts’ who will be asked to participate; how to
enhance response rates; and how many ‘rounds’ to conduct.
Conclusion. Many challenges and questions are raised when using the Delphi
technique, but there is no doubt that it is an important method for achieving con-
sensus on issues where none previously existed. Researchers need to adapt the
method to suit their particular study.

Keywords: agreement, consensus, Delphi method, discussion paper, experts, nur-


sing, research methodology

particular issue (Beretta 1996, Green et al. 1999). While


Introduction
the Delphi technique has been used in the fields of business
The Delphi technique is a favoured approach for those (Kaynak et al. 1994, Addison 2003, Ilbery et al. 2004),
researchers who are seeking judgement or consensus on a defence (Roberts 1969, Gilbride 2002) and education

 2006 Blackwell Publishing Ltd 205


S. Keeney et al.

(Dailey & Holmberg 1990, Volk 1993), studies using the


Discussion
technique within health research, and in particular nursing
research, are increasing (Alexander & Kroposki 1999,
Our use of the Delphi technique
McIlfatrick & Keeney 2003, Lofmark & Thorell-Ekstrand
2004). Hasson (2000) used the Delphi technique with 132
Nonetheless, much confusion, disagreement and uncer- qualified midwives and 69 student midwives to gain
tainty exist concerning the principles intrinsic to its consensus on what were non-midwifery duties (see
application. These include consensus, various modifications, McKenna & Hasson 2001). Keeney (2000) used the
selection and definition of experts, anonymity and the technique with 38 primary care nurses, 14 general
number of ‘rounds’ required. Most researchers who have practitioners and eight public representatives. The aim of
used the Delphi would acknowledge that it is not until they this study was to try and obtain agreement on the future
undertake a study using the technique that its difficulties structure and function of community nursing in Northern
and challenges become apparent (see Hartman 1981, Green Ireland (see McKenna et al. 2000). McKenna (1994b) used
et al. 1999). In this paper, we present a collection of the technique with 95 ward managers. He wished to obtain
perceptions and insights into our experience of using the a judgement from these managers on what models of
Delphi technique with reference to the studies in which we nursing they favoured for use in a long-stay psychiatric
employed the method. Our perceptions were obtained from setting. Further experience was gained through other
a series of informal discussion groups within which studies. McKenna and Hasson (1998) used the technique
experiences of using the Delphi technique were recorded. to gain agreement on what should be included in guidelines
It was apparent from these discussions that there were for smoking cessation in pregnancy. McIlfatrick & Keeney
common experiences from which a number of key lessons (2003) also used the Delphi technique to identify cancer
could be identified. We felt that these lessons could be of nursing research priorities in Northern Ireland.
use to any researcher planning to use the classical Delphi
or its many modified versions.
Lesson 1: Understanding the method

The Delphi technique uses a series of data collection ‘rounds’


Background
to capture and structure the knowledge and opinions of a
The Delphi technique is a structured process that uses a ‘panel’ of participants on a topic with which they are
series of questionnaires or ‘rounds’ to gather information perceived to have expertise. To enable the identification of a
which are continued until ‘group’ consensus is reached wide array of views, the first round is usually qualitative in
(Beretta 1996, Green et al. 1999, Hasson et al. 2001, nature. This is how the ‘Classic Delphi’ commences (Linstone
Powell 2003). Its popularity has centred on the fact that it 1978). Data from round one are summarized and a ques-
allows the anonymous inclusion of a large number of tionnaire is designed based on results of this summary. The
individuals across diverse locations and expertise and round two questionnaire is returned to each participant,
avoids the situation where a specific expert might be indicating their response from round one and how this
anticipated to dominate the consensus process (Jairath & compares with the overall panel’s response. As a result,
Weinstein 1994). participants are given the opportunity to reconsider the issues
The technique involves the presentation of a questionnaire they identified in round one. Repeat rounds of this process are
to a panel of informed individuals in a specific field of carried out until consensus has been reached or when no
application in order to seek their opinion or judgement on a further changes are taking place (Jairath & Weinstein
particular issue (McKenna 1994a). After the questionnaires 1994). Agreement among panel members is determined by
are returned, the data are summarized and a new ques- consensus, voting or through mathematical averaging
tionnaire is designed based on the responses from the first (McMurray 1994).
round. This second-round questionnaire is then returned to In McKenna’s (1994b) study, the views of 95 partici-
each participant showing the overall group response and the pants on the appropriateness of nursing models were
participant’s own response from round one. Participants are obtained in round one through one-to-one interviews. In
asked to reconsider their initial response in the light of the Keeney’s (2000) study, focus groups were used in the first
first round’s overall results. Repeat rounds of this process are round to generate qualitative comments on the future
carried out until consensus has been reached (Beretta 1996, structure and function of community nursing in Northern
Green et al. 1999). Ireland. In both studies these qualitative data formed

206  2006 Blackwell Publishing Ltd, Journal of Advanced Nursing


Methodological issues in nursing research Consulting the oracle

the basis for closed-ended questionnaires in subsequent list of questions or events. In addition, the number of rounds
rounds. may be decreased to minimize reductions in the amount of
In Hasson’s (2000) midwifery skill mix study, participants new information and reductions in response rates resulting
were encouraged to identify eight duties that could be from respondent fatigue (Starkweather et al. 1975). For
undertaken by unqualified assistants. It is helpful to place a example, McKenna (1994b) felt that response exhaustion
limit on participants’ listing of the specific items under study, occurred after two rounds, especially with busy ‘experts’ and
in this case duties. This helps to curtail the possibility of hard-pressed clinicians. These experiences are reflected in the
hundreds of issues being named, as well as encouraging literature where the number of rounds varies between two
participants to prioritize their responses. In round two, duties and four.
identified from round one were subsumed into categories and
respondents were asked which duties would they allocate
Lesson 3: Enhancing response rates
confidently to a midwifery assistant or which should remain
the responsibility of a registered midwife. However, Hasson In general, questionnaire research is notorious for its low
(2000) acknowledged that presentation of data under categ- response rates. Researchers often have to send out two or
ories may produce a halo effect (Mead & Moseley 2001), three reminder letters to non-responders. With anything up to
where the responses are about the general category, rather four rounds of questionnaires, the Delphi technique asks
than about the individual issues raised by participants. much more of respondents than a simple survey and the
However, researchers have to be cautious as participants potential for low responses increases exponentially.
could identify many hundreds of issues in round one. To enhance responses in the rounds, it is critical that
Returning these items in their raw non-themed form could participants realize and feel that they are partners in the study
overwhelm the participants in round two and affect adversely and are interested (if not fascinated) by the topic. The
the response rate. researcher should take every opportunity to remind partici-
As each round unfolds, the participants have to interpret pants that each round is constructed entirely on their
information sent to them by the researcher. Often the responses to previous rounds. This encourages interest,
qualitative results of round one are fed back to the panel ownership and active participation.
members as medians and ranges or means and standard McKenna (1994a) suggested that the ‘personal touch’
deviations. This means members must be skilled in written could help enhance return rates. His use of one-to-one
communication and the interpretation of basic statistical interviews in his first round meant that the participants got to
averaging. It cannot be assumed that Delphi respondents know him and he was able to remind them individually that
possess these skills. In the studies undertaken by the authors, their responses would be fed back to them by questionnaire in
there was no additional time to train participants in the further rounds. In effect, he psychologically signed them up
interpretation of basic statistics. Therefore, data were to continuing with the study. He achieved a 100% response
returned to participants in simple text and percentage rate, which is very rare in a Delphi technique study. Starting
formats. This ensured that the information was basic yet with initial contact to build mutual rapport and developing
meaningful. and nurturing a relationship is necessary to increase the
likelihood of participants’ ongoing commitment. On the one
hand, interviewers can show appreciation for valuable
Lesson 2: Number of rounds
information and on the other hand, respondents may be
One of the basic principles underpinning the Delphi tech- gratified to be an object of interest and by having an
nique is to have as many rounds as are required to achieve audience. In addition, gaining the commitment of the panel
consensus or until the ‘law of diminishing returns’ occurs. and providing information on how the study will be
Provision for feedback and opportunity to revise earlier implemented should ensure that respondents feel sufficient
responses obviously requires that the technique has at least ownership of the study. While this initial stage of informing
two rounds. the participants affects the response rates fundamentally, it is
In Hasson’s (2000) study, a two-round approach was used, often overlooked in the methodological literature.
while for Keeney (2000) it took four rounds before consensus In her study, Keeney (2000) only had two non-responders
occurred. Although there are no strict guidelines on the after two rounds. This high response rate was due to her
correct number of rounds, the number can depend upon the tenacity and persistence in following up non-responders and
time available and whether the project manager ignited the also to participants’ interest in the topic. Hasson (2000) also
Delphi technique sequence with one broad question or with a achieved a high response rate to round two where 75% of

 2006 Blackwell Publishing Ltd, Journal of Advanced Nursing 207


S. Keeney et al.

qualified staff and 84% of student midwives responded. should allow participants freedom to bring their views to the
Accepting the possible introduction of bias, this was helped first round.
by the Director of Nursing writing to staff stressing the
importance of the study and asking them to return their
Lesson 5: Selecting the ‘experts’
questionnaires to the researcher. Hasson also acted as a
motivator for the participants: for example, before the study Most Delphi studies recruit individuals who (based on
began she became familiar with each ward and spoke to criteria) are perceived to have expertise in the subject under
individual staff about the research. investigation. A researcher must decide on these criteria
In summary, it is important to use every opportunity to before the study commences, such as gender, professional
encourage project ownership and loyalty among participants. experience, education, employment or designation. As the
Retaining participants across rounds will only occur if their exact composition of the panel can affect the results obtained,
interest and commitment are retained. the potential for bias is considerable. Moreover, working on
the principle that experts must have knowledge of the subject
area, participants cannot be selected randomly. For instance,
Lesson 4: Modifications of the technique
it makes little sense to seek consensus among non-profes-
At present there are no formal, universally agreed guidelines sionals on developing smoking cessation guidelines in preg-
on the use of the Delphi technique nor does any standard- nancy when they may have little knowledge of the topic or
ization of methodology exist (Evans 1997). Consequently, the context (McKenna & Hasson 1998).
flexibility exists in the design and format of the technique and However, there is clearly a potential for bias in the
this often depends on the study’s aims and objectives. The selection as those who respond to the initial invitation are
most popular formats include: the ‘modified Delphi’ those who are more likely to be interested in the subject
(McKenna 1994a), the ‘policy Delphi’ (Crisp et al. 1997), matter. Therefore, the exact composition of the panel can
the ‘decision Delphi’ (Couper 1984) and the ‘real-time affect the results obtained. Indeed, Strauss and Zeigler (1975)
Delphi’ (Beretta 1996). Few researchers use a pure Delphi have criticized the claim that the Delphi technique represents
approach and the various hybrids have been criticized by valid expert opinion as scientifically untenable and over-
writers such as Sackman (1975). stated.
As well as the differing Delphi formats, the approaches There are no universally agreed criteria for the selection of
within these formats differ. For example, in the traditional experts, and no guidance exists on the minimum or
design (Linstone 1978), the content of the first round is maximum number of experts on a panel; rather it appears
normally obtained from the literature rather than the to be related to common sense and practical logistics.
qualitative views of participants or from other secondary Linstone (1978) reported studies using several hundred
data. Other variations of the Delphi exist; for example, participants to a Japanese study that used several thousand
Proctor and Hunt (1994) sent participant nurses three participants.
patient profiles with the remit of identifying the care needs It could be stated that this problem of panel size is not
of each patient while Jones et al. (1992) involved the use of unique to the Delphi technique. Other types of surveys
face-to-face meetings of participants after two initial Delphi employ non-probability sampling techniques. This does not
rounds. ensure accurate representation and results cannot be gener-
As researchers, McKenna (1994b), Keeney (2000) and alized to other settings or to a wider population.
Hasson (2000) all used the literature as the basis for their first In his Northern Ireland study, McKenna (1994b) included
round interview/focus group questions. Although the as experts the entire population of nurse managers on long-
researchers gave Round 1 participants ample opportunity to stay psychiatric wards across six hospitals (n ¼ 95). He
raise fresh issues to avoid early closure on ideas, it should be reasoned that only they had the expertise to decide on what
noted that this action could introduce bias by making model of nursing care would be the most appropriate for
participants feel psychologically pressured to alter their views long-stay psychiatric patients. The decision was based on the
according to the recognized literature. assertion in the literature that ward managers were the
In summary, the lesson here is to acknowledge that experts so far as clinical setting and patient care were
modification which is not systematic and rigorous may be concerned. Hasson (2000) pursued the entire population of
problematic. Without care, this could result in a self-fulfilling midwifery staff and students in the largest maternity hospital
prophecy where, like sheep, participants could be steered to in the Republic of Ireland. She too assumed that these were
agree on a highly visible issue in the literature. The researcher the most appropriate experts when it came to what was and

208  2006 Blackwell Publishing Ltd, Journal of Advanced Nursing


Methodological issues in nursing research Consulting the oracle

what was not a midwifery duty. In contrast, when investi- ‘personal touch’ as highlighted above and can be followed up
gating the future role of community nurses, Keeney (2000) using reminder letters and telephone calls. However, this may
selected her panellists on the principle of specialist inclusion. lead to researcher and subject bias and, as Beretta (1996)
She wanted to ensure that general medical practitioners, suggests, this could cause respondents to feel forced into
members of the public and the range of specialist community returning the questionnaire.
nurses had the opportunity to be involved. Hasson (2000) carried out her study in one large maternity
In summary, the fifth lesson is that there is no magic hospital where she included 90% of the staff. Therefore, all
formula to help researchers decide on who are the experts the participants knew that other colleagues were taking part
and how many there should be. Rather, as in other survey in the Delphi study. It is possible that some may have
techniques, this decision is often based on funding, logistics discussed their preferred responses with colleagues. This is a
and rigorous inclusion and exclusion criteria. limitation with any kind of self-report survey and it is
acknowledged that it may threaten quasi-anonymity. Keeney
(2000) was also aware that, while the participants in her
Lesson 6: Estimation of timeframe
study did not work together, they knew they were taking part
A critical factor in using the Delphi technique is time. This in the same study. This was because Keeney brought her
includes time to allow interviews to be undertaken, ques- entire sample together for a workshop at the start of the
tionnaires to be designed, distributed, returned, analysed and process to introduce them to the study. Accepting this, both
re-developed for subsequent rounds. This is something that Hasson and Keeney believe that, because participants were
can be underestimated by researchers using the Delphi aware that they were part of a larger research team, it helped
technique for the first time. Duffield (1993) reported that to increase response rates.
each round of the technique can take up to 8 weeks to In addition, a problem related to the iterative process
complete; this is a realistic approximation. While the studies within Delphi studies is the potential for experts to withdraw
outlined here were well planned and executed, each one of after the first round (Evans 1997). This behaviour may lead to
the authors underestimated the time it would take to gain a response bias if the attrition rate is substantial. For
consensus. For example, before entering the field, Hasson example, in Hasson’s (2000) study, round one was sent to
(2000) assumed it would take 3 months to complete the 194 qualified midwives and 79 student midwives. Despite the
Delphi process. In reality, it took over 4 months to complete use of follow up reminders and personal visits, 138 (68%)
because of the need to follow up non-respondents and the qualified midwives and 69 (87%) student midwives comple-
time needed to adequately analyse the data. Keeney’s (2000) ted and returned the questionnaire in round one. In round
study took 12 months to complete in total, with a full two, 100 (75%) (32) qualified midwives and 58 (84%)
6 months devoted totally to the Delphi stage of the study, (11) student midwives responded to the final Delphi
whereas McKenna took 16 months to complete his Delphi questionnaire. A number of techniques are offered to help
study. encourage non-respondents. For example, one technique is to
In summary, there is no doubt that a Delphi study is time- invite the experts to take part at the beginning, sending them
consuming. Researchers should consider that, while a single a postcard to return which lets them indicate if they would
questionnaire will provide respondents’ views or opinions on like to be included in the study or to decline. If they decline,
an issue, a Delphi study will provide a level of consensus or they are asked to provide the reason (for example, not
judgement among the respondents on the issue. The price for enough time) and these data then help to provide a fuller
this added value is time. picture of the final sample.
In summary, there is a possible weakness in the Delphi
technique in that anonymity cannot be guaranteed. While
Lesson 7: Anonymity vs. quasi anonymity
quasi-anonymity is possible, it can be threatened when the
According to Polit and Hunger (1995), true anonymity is study is carried out with work colleagues where they may
ensured when no one (including the researcher) can link a discuss the study. Nonetheless, knowing who the other
response to a respondent. Because of the iteration process respondents are can also help to increase participation.
inherent in the Delphi technique. True anonymity cannot be
guarantee: an individual panel member’s responses are
Lesson 8: Definition of consensus
unknown to other participants but they are known to the
researcher. McKenna (1994a) termed this ‘quasi-anonymity’. As outlined above, the raison d’être for using the Delphi
This means that non-respondents experience the important technique is to gain consensus or a judgement among a group

 2006 Blackwell Publishing Ltd, Journal of Advanced Nursing 209


S. Keeney et al.

of perceived experts on a topic. However, experts can differ


Lesson 9: Interpreting the results
and it would be difficult to gain 100% agreement on all
issues. Therefore, a key question in any Delphi study is what Most published Delphi studies focus primarily upon the
percentage agreement would a researcher accept as synony- findings. However, according to Evans (1997), the terms
mous with consensus. The answer may lie with the import- agreement and consensus are essentially two different ideol-
ance of the research topic. For instance, if it were a life and ogies. Is there a difference between the extent to which each
death issue such as whether or not to switch off a respirator participant agrees with the issue under consideration and the
in an intensive care unit, a 100% consensus level may be extent to which participants agree with each other? When
desirable. Alternatively, if the topic was related to the reporting findings, few studies do so in the context of these
selection of a new nurses’ uniform, a consensus of 51% different principles. Most researchers prefer instead to rely
may be acceptable. As with most aspects of the Delphi upon participants agreeing with each other. Yet it is
technique, the literature provides few clear guidelines on important to note that the extent to which participants agree
what consensus level to set. Loughlin and Moore (1979) with each other does not mean that consensus exists nor does
suggested that consensus should be equated with 51% it mean that the ‘correct’ answer has been found. This is
agreement amongst respondents. By contrast, Green et al. especially the case when the issues have ethical implications.
(1999) employed an 80% consensus level. Establishing the For example, 75% of a nursing panel may agree that very
standard is crucial as the level chosen determines what items elderly and ill patients should not be put through the rigours
are discarded or retained as the rounds unfold. It is good of active resuscitation. This reflects consensus in the Delphi
practice for the research team to establish a definition of sense, but it may not be the correct way to care for such
consensus before data collection begins. patients.
The reason why this is so important is based on the fact A panel member may be reluctant to share a view contrary
that many Delphi studies are undertaken to formulate policy to the majority of panel members. However, this is how the
for funding new research or service developments. Depending Delphi technique works. It is only through seeing the
on the importance of the policy, a 51% consensus cut-off (anonymous) responses from other panel members that
point could lead to low morale or unrest among those who individual participants are encouraged to reconsider their
favoured those views which only gained 50% agreement. views. Delphi purists would argue that panel members
Having only 1% between whether there is consensus on an change their minds and move towards consensus because
issue or not seems harsh and may be difficult to justify. they see that someone else has identified a more relevant issue
However, while a 75% requirement for consensus may that they had not thought of. Delphi cynics would assert that
appear more robust, an obvious question is how this ‘cut-off panel members are inclined to change their minds because of
point’ is chosen. The success of the Delphi technique is a possible mistaken belief that the views expressed by the
predicated on the principle of consensus and more research majority of the panel must be right. The obvious conclusion
needs to be undertaken into how it is determined. One of this assertion is that strong-willed panel members hold
possible approach is to use confidence intervals. This would rigidly to their views across rounds and weak-willed panel
begin to address an obvious weakness in the method. members alter theirs. If true, this conclusion challenges
In his study, McKenna (1994b) selected Loughlin and seriously the validity and reliability of Delphi findings.
Moore’s (1979) level of consensus. While this is a methodo- Therefore, there is a danger of placing too much reliance
logical limitation as outlined above, McKenna found that upon the final results without acknowledging the influence of
most of the statements achieved a consensus of over 70%. bias and other factors on validity and reliability. To enhance
Keeney (2000) used a 75% level of consensus as the standard authenticity, a number of strategies can be used. For instance,
set by the research steering group for the study. Hasson pilot testing could be undertaken, additional methodological
(2000) used the same level for the same reason. techniques such as focus groups could be integrated or
There are no recognized guidelines on an appropriate level comparison made with secondary validated data.
of consensus. From the authors’ perspective, 75% appears to In McKenna’s study, a quasi-experimental design was used
be the minimal level but there is no obvious scientific as a follow-up method to test the results of the Delphi process
rationale for this. We would suggest that researchers should (McKenna et al. 1995). In Keeney’s (2000) study, a ‘consen-
decide on the consensus level before commencing the study sus conference’ was organized to discuss the validity of the
and consider using confidence intervals with high level of Delphi results. In Hasson’s (2000) study, a series of
importance equalling high level of consensus and high interviews was organized to explore further the Delphi
confidence interval. results with qualified midwives; secondary documentary data

210  2006 Blackwell Publishing Ltd, Journal of Advanced Nursing


Methodological issues in nursing research Consulting the oracle

sample in that they could view the variety of statements


What is already known about this topic generated by the panel. No items were discarded in round one
• The Delphi method is used to gain consensus among a and the statements for round two were presented in the
panel of experts. participants’ own words as much as possible. This results in a
• The Delphi method has been a valuable tool in nursing lengthy and detailed list of round two statements. However,
used to investigate an array of topics and using a variety as Green et al. (1999) reported, active intervention justified
of modifications. by the need to categorize and reduce statements actually
• The scientific merit of the method is a subject of debate. resulted in the movement of statements further from the
verbatim responses on which they were originally based.
In Hasson’s (2000) and Keeney’s (2000) studies, ongoing
What this paper adds rounds were composed of simple statistical summaries that
• The Delphi method can be applied in a number of illustrated collective opinion. Measures of central tendency
modified ways, and needs to be adapted to meet the and variance were favoured. The results were presented in a
needs of a particular study. sample-friendly manner so that participants could easily see
• Issues universally faced by researchers using this tech- their contribution to the consensus view. This allows the
nique relate to the selection of experts, quasi-anonymity sample to see the group response and their own individual
and consensus. response to each statement.
• Many challenges and questions are raised when using Each of the authors designed their own administrative
the Delphi technique, but there is no doubt that it is an system to allow for tracking of individual responses for each
important method for achieving consensus on issues round; this enabled non-respondents to be tracked and
where none previously existed. targeted. Employing self-administrative questionnaires re-
quires a mail base to be established and physical and financial
resources allocated to cover costs of postage, printing,
on midwifery activities was also collected. These additional telephone bills and photocopying. These are important for
approaches helped validate the participants’ judgements. any research study but vital for the smooth running of a
Interestingly, in all three studies, the Delphi results were Delphi survey.
supported. In summary, the tenth lesson is that, like most studies,
In summary, the ninth lesson is that researchers must be the Delphi survey will fail if proper administrative systems
aware that validity may be compromised due to panel are not in place to ensure the proper processes are
members changing highly relevant views in the face of a followed. Because of the multiple rounds that make up a
different view from the main body of the panel. The extent to Delphi study, high quality administrative systems are
which participants agree with each other (consensus) does not crucial for success.
mean that the ‘correct’ answer has been found.

Conclusion
Lesson 10: Skills of the investigator
In this paper we present the major lessons we have learned in
The success of the Delphi technique relies upon the analytical employing the Delphi technique. As it can be applied in a
and administrative skills of the researcher. These include number of modified ways, not all of these lessons will be
establishing an administration system and analysing and applicable to all settings. Nevertheless, some issues presented
presenting both qualitative and quantitative data. While these in this paper, such as the selection of experts, quasi-
skills are not given much weight in the literature, their anonymity and consensus, are universal problems faced by
presence is vital for an effective and efficient Delphi study. researchers using this technique.
As stated above, the ‘classic Delphi’ collects qualitative Many challenges and questions are raised when using the
data in the first round and quantitative data in subsequent Delphi technique, but there is no doubt that it is an important
rounds. Little guidance is offered in the literature on the type method for achieving consensus on issues where none
of qualitative analysis to employ and how to present the previously existed. If researchers merely want to gauge the
results in the second round of the Delphi study. In the knowledge or opinions of a group of people, there are many
authors’ studies, opinions collected in round one were research approaches from which to choose. However, if they
content analysed, with similar items combined into themes. wish to establish consensus or obtain a judgement on an
These statements constituted the qualitative feedback to the issue, a Delphi survey may be the appropriate method.

 2006 Blackwell Publishing Ltd, Journal of Advanced Nursing 211


S. Keeney et al.

Author contributions Kaynak E., Bloom J. & Leibold M. (1994) Using the Delphi techni-
que to predict future tourism potential. Marketing Intelligence &
SK, FH and HMcK were responsible for the study conception Planning 12(7), 18–29.
and design, data collection and analysis, drafting of the Keeney S. (2000) See McKenna H.P., Bradley M. & Keeney S. (2000)
manuscript, critical revisions of the paper for important Primary Care Nursing: A Study Exploring Key Issues For Future
Developments. University of Ulster, Ulster.
intellectual content, statistical expertise, and administrative,
Linstone H.A. (1978) The Delphi technique. In Handbook of Futures
technical and material support. Research (Fowles R.B., ed.), Greenwood, Westport, CT, USA,
pp. 273–300.
Lofmark A. & Thorell-Ekstrand I. (2004) An assessment form for
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