Research operations
Updated
Participant recruitment checklist
#recruitment#planning
Why this resource exists
Recruitment is one of the easiest places for a research project to lose momentum. This checklist keeps teams aligned on scope, screening, and follow-through.
Checklist
- Define participant criteria in plain language.
- Choose two outreach channels that fit your audience.
- Confirm incentive, session length, and timezone details.
- Send reminders at 24 hours and 2 hours before sessions.
- Track no-shows and update messaging after each round.
When to use it
Use this before each interview cycle to reduce avoidable scheduling friction.