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Delphi Consensus Protocol: When Is Consensus Reached?

•6 min read

"Consensus was reached" is the central claim of every Delphi study, and the first thing a reviewer tries to take apart. The defence is not a higher agreement percentage; it is a consensus protocol: a short, written set of rules, fixed before Round 1, that says exactly when a statement counts as agreed, when the study stops, and what happens to the statements that never get there.

This article covers what belongs in that protocol, the choices behind each rule, and a template you can paste into your study protocol or pre-registration.

What a Delphi Consensus Protocol Is

A consensus protocol is the part of your study protocol that operationalises "consensus". It usually fits on one page and answers five questions:

  • Which metric defines agreement on a single statement (percentage agreement, interquartile range, or both)?
  • What threshold on that metric counts as consensus, and on which scale?
  • What stability rule confirms that agreement is real rather than a one-round fluctuation?
  • What are the stopping criteria for the study as a whole?
  • What happens to statements without consensus: dropped, revised, carried forward, or reported as dissent?
  • CREDES, the reporting guideline for Delphi studies, requires all five to be stated a priori and reported unchanged. Studies that define consensus after seeing the data are the single most common reason for a methods-section rejection.

    Rule 1: The Metric

    Percentage agreement is the share of panelists whose rating falls in the agreeing range, for example 7 to 9 on a 9-point scale or 4 to 5 on a 5-point scale. It is intuitive and easy to report, but it depends entirely on where you draw the agreeing range.

    Interquartile range (IQR) is the spread of the middle 50 % of ratings. It does not depend on a category boundary and is treated as the more rigorous criterion in the methodological literature. An IQR of 1 or less on a 5-point scale, or 2 or less on a 9-point scale, is the common rule.

    Most current protocols combine the two: a statement reaches consensus when at least X % of panelists rate within the agreeing range and the IQR is at or below Y. Using both protects you against the failure mode of each: a high percentage with a long tail of strong disagreement, or a tight IQR around a neutral midpoint.

    Rule 2: The Threshold and the Scale

    Across published Delphi studies the median percentage threshold is 75 %, and most sit between 70 % and 80 %. Choose by the stakes of the output:

  • 70 % for exploratory studies, item generation, and research-priority rankings
  • 75 % as the general-purpose default
  • 80 % for clinical guideline recommendations, consensus statements and anything that will be cited as a standard
  • Always state the scale with the threshold. "75 % agreement" means something different on a 4-point scale, where every rating is either agree or disagree, than on a 9-point scale with a three-point neutral zone. Write it as a sentence: "Consensus is defined as at least 75 % of panelists rating a statement 7 or higher on the 9-point scale, with an IQR of 2 or less."

    Rule 3: Stability

    A statement can cross the threshold in Round 2 by chance and fall back in Round 3. Stability is the check that agreement holds between consecutive rounds. The usual rule: a statement is stable when no more than 15 % of panelists (some protocols say 10 %, others 20 %) change their rating by more than one scale point between two consecutive rounds, or when the median and IQR are unchanged.

    Stability is also what lets you stop a classic Delphi after two rounds with a clear conscience: if a statement is both above the threshold and stable, a third round adds fatigue, not information. In a real-time Delphi, where panelists revise continuously inside one survey, stability is observed directly as the distribution stops moving.

    Rule 4: Stopping Criteria

    State in advance when the study ends. The common options, often combined:

  • A maximum number of rounds, usually three, after which remaining statements are reported as no consensus
  • All statements have reached consensus or stability, whichever comes first
  • A minimum response rate per round (for example 70 % of the Round 1 panel), below which the round is extended rather than closed
  • Pre-registering the maximum number of rounds is what prevents the appearance of running rounds until the numbers look right.

    Rule 5: Statements Without Consensus

    Not every statement will get there, and a good protocol says so. The options are to drop the statement after the maximum rounds, to revise it based on comments and re-rate it (document the change and the reason), or to report it as dissent with the distribution and the arguments on each side. The last option is increasingly expected: a documented disagreement among experts is a finding, and for guideline groups it is often the most useful one.

    What is not acceptable is to lower the threshold, widen the agreeing range, or merge statements after the fact so that the final table reads as consensus. Reviewers compare the protocol to the results table, and the numbers must match.

    A Protocol Template

    Adapt the numbers; keep the structure.

  • Scale: 9-point Likert scale (1 = strongly disagree, 9 = strongly agree), agreeing range 7–9.
  • Consensus: at least 75 % of responding panelists in the agreeing range and IQR ≤ 2.
  • Stability: no more than 15 % of panelists change their rating by more than one point between consecutive rounds.
  • Rounds: maximum three. Statements that reach consensus and stability are removed from subsequent rounds.
  • Response rate: a round closes only once 70 % of the Round 1 panel has responded; otherwise it is extended by one week.
  • Non-consensus: statements below threshold after Round 3 are reported as no consensus, with median, IQR, percentage agreement and a summary of the arguments.
  • Reporting: median, IQR and percentage agreement per statement and per round; response rate per round; CREDES checklist in the supplement.
  • Worked Example

    A guideline panel of 24 experts rates 30 statements. After Round 1, 11 statements meet the 75 % / IQR ≤ 2 rule. They are not yet stable, because there is no previous round to compare with, so they are carried into Round 2 with the group feedback. After Round 2, 10 of the 11 are unchanged within the stability rule and are closed as consensus; one has drifted and goes to Round 3 together with 12 newly agreed statements. After Round 3, 26 statements are closed as consensus, 4 are reported as no consensus with their distributions and the panel's arguments. Nothing in the rule set changed after Round 1, and the results table says so.

    Where Software Fits

    The protocol is yours; the tool should apply it without you recomputing anything. Durvey stores the threshold per scale, reports every statement against it in every round, tracks convergence between rounds, and flags stable statements without consensus as dissent, so the results table and the protocol are produced from the same rules.

    Frequently asked questions

    When is consensus reached in a Delphi study?
    When a statement meets the pre-defined rule, typically at least 70 to 80 % of panelists rating within the agreeing range and an IQR at or below the set limit, and that agreement is stable between two consecutive rounds. Both conditions are set before Round 1 and reported unchanged.
    What is a Delphi consensus protocol?
    The one-page section of the study protocol that fixes the consensus metric, threshold and scale, the stability rule, the stopping criteria and the handling of statements without consensus, all before data collection starts.
    How many rounds until consensus?
    Most studies plan a maximum of three rounds. Statements that are above threshold and stable are closed early; whatever is still below threshold after the last planned round is reported as no consensus rather than forced through another round.
    What if consensus is never reached?
    Report it. A statement that stays divided after the planned rounds is documented as dissent with its distribution and the panel's arguments. Changing the threshold afterwards is the one thing the protocol forbids.
    Should the consensus protocol be pre-registered?
    If your field offers it (OSF, PROSPERO for health-related reviews, a published study protocol), yes. Pre-registration is the strongest evidence that the threshold was set a priori, which is what CREDES and reviewers want to see.

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    Delphi Consensus Protocol: When Is Consensus Reached? | Durvey