Participant Screener and Recruitment Audit
Check whether you are recruiting the right people.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Audit my screener. Screener questions and qualifying answers: [SCREENER]. Target participants: [TARGET_PARTICIPANTS]. Recruitment channels and incentive: [CHANNELS_AND_INCENTIVE]. Check that questions do not reveal the right answer, criteria match the research goal, quotas cover relevant variety, accessibility needs are asked kindly, the incentive is fair, and personal data collected is minimal. Look for sources of bias such as recruiting only from the loyal customer list. Return a table with Question, Issue and Fix, a revised screener of eight questions, a quota table and notes on consent and data handling [VERIFY] for [JURISDICTION]. Add a worked screener review with invented questions. Question 3, Do you shop online at least weekly? gives away the answer; replace with How often do you buy things online? with several frequency options and qualify at weekly or more. Add an exclusion for people who work in market research or at competitors. Quota table example: 10 participants, 5 new customers and 5 long-standing, at least 3 who use a phone as their main device, at least 2 who use assistive technology. Add a section on incentive: pay a fair rate for the time, check tax and payment rules [VERIFY]. Add a worked quota example: ten sessions with two participant groups, five existing customers and five prospects; at least three who mostly use a phone; at least two with accessibility needs relevant to the product; no more than two from the same company. Add a recruitment tracker with columns for participant code, qualified, scheduled, completed, incentive sent and notes, and a no-show plan with a backup list of about 20 percent extra. Describe how to avoid recruiting only enthusiastic customers by sampling from usage data as well as the mailing list. Check that the invitation is honest about time, incentive and how data is used, and that personal data is stored securely and deleted after the study [VERIFY] for [JURISDICTION].
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