Service Design Tools

Recruiting Screener

Use a screener to find the right research participants. It's a questionnaire or interview that helps you select people based on your study's needs.

Duration
30 mins
Group Size
1-2
Category
Service Design Tools
Difficulty
Easy
Participants will: Be able to identify appropriate research participants. Ensure a representative sample. Screen out unqualified participants. Gather key demographic and behavioral data. Plan for diverse, inclusive groups. Manage research logistics. Ensure quality data.
A prepared recruiting screener with clearly defined participant criteria. Ready to start recruitment.
Focus on behaviors, not just demographics. Include questions to weed out professional participants. Keep the screener concise but thorough. Test questions for clarity and potential bias. Expect higher response rates than needed. Consider accessibility during recruitment. Respect participant time and privacy. Document the recruitment process. Sometimes, despite your best efforts, the initial pool might not be as diverse as you hoped; be prepared to adjust your recruitment strategy.

  1. Define your target participant criteria. Consider demographics, behaviors, experience, tech use, and expertise. 2. Create screening questions. Cover essential and "nice-to-have" criteria. Identify disqualifying factors. Ask about scheduling. 3. Design the question flow. Start broad, get specific, and end with logistics. 4. Pilot test the screener. 5. Recruit participants through relevant channels. 6. Track response rates and adjust your approach. 7. Select a diverse mix of participants. 8. Confirm participation and provide details.

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For Facilitators

  • Review participant profiles and expectations
  • Prepare all materials and supplies
  • Test technology and room setup

For Participants

  • Complete pre-session survey
  • Review background materials
  • Prepare examples or case studies

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  • Screener questionnaire template

  • Online survey tool or phone script

  • Participant database or tracking system

  • Recruitment channels (email, social, agencies)

  • Incentive budget and process

  • Scheduling tools

  • Participant confirmation materials

  • Research ethics and consent frameworks

Unlock Materials Required

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  • Facilitator Guide (PDF)
  • Participant Workbook Template
  • Presentation Slides
  • Printable Materials

Unlock Resources & Templates

Create a free account to access step-by-step instructions, agendas, and resources for all activities.

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