BACKGROUND Translating research evidence from global guidance into policy can help strengthen health systems. A workbook was developed to support the contextualization of the WHO's 'Optimizing health worker roles to improve maternal and newborn health' (OptimizeMNH) guidance. This study evaluated the use of the workbook for the development of evidence briefs in two countries - Peru and Uganda. Findings surrounding contextual factors, steps in the process and evaluation of the workbook are presented. METHODS A qualitative embedded case study was used. The case was the process of using the workbook to support the contextualization of global health systems guidance, with local evidence, to develop evidence briefs. Criterion sampling was used to select the countries, participants for interviews and documents included in the study. A template-organizing style and constant comparison were used for data analysis. RESULTS A total of 19 participant-observation sessions and 8 interviews were conducted, and 50 documents were reviewed. Contextual factors, including the cadres, or groups, of health workers available in each country, the way the problem and its causes were framed, potential policy options to address the problem, and implementation considerations for these policy options, varied substantially between Peru and Uganda. However, many similarities were found in the process of using the workbook. Overall, the workbook was viewed positively and participants in both countries would use it again for other topics. CONCLUSIONS Organizations that produce global guidance, such as WHO, need to consider institutionalizing the application of the workbook into their guidance development processes to help users at the national/subnational level create actionable and context-relevant policies. Feedback mechanisms also need to be established so that the evidence briefs and health policies arising from global guidance are tracked and the findings coming out of such guideline contextualization processes can be taken into consideration during future guidance development and research priority-setting.

中文翻译：

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为政策制定证据摘要：定性案例研究，比较了秘鲁和乌干达使用指南语境化工作手册的过程。

背景技术将研究证据从全球指南转变为政策可以帮助加强卫生系统。编写了一份工作手册，以支持世卫组织“优化卫生工作者的角色以改善孕产妇和新生儿健康”（OptimizeMNH）指导的背景信息。这项研究评估了秘鲁和乌干达这两个国家在编写证据摘要时使用该工作簿的情况。介绍了有关上下文因素的发现，过程中的步骤以及对工作簿的评估。方法采用定性的案例研究。案例是使用工作簿支持全球卫生系统指南与当地证据相结合的过程，以制定证据摘要。使用标准抽样来选择研究中所包括的国家，受访者和文件。使用模板组织样式和常量比较进行数据分析。结果总共进行了19次参与者观察会议和8次访谈，并审查了50份文件。秘鲁和乌干达之间的环境因素，包括每个国家提供的卫生工作者的干部或群体，问题及其成因的框架，解决该问题的潜在政策选择以及这些政策选择的实施考虑因素，在秘鲁和乌干达之间差异很大。 。但是，在使用工作簿的过程中发现了许多相似之处。总体而言，该工作簿受到了积极的评价，两个国家的参与者都将其再次用于其他主题。结论产生全球指导的组织，例如世界卫生组织，需要考虑将工作簿的应用制度化到其指南制定流程中，以帮助国家/地区以下级别的用户制定可操作且与上下文相关的政策。还需要建立反馈机制，以便跟踪由全球指南引起的证据简介和卫生政策，并可以在将来的指南制定和研究重点确定过程中考虑从此类指南上下文化过程中得出的结论。