Author: Alec Smith

OVERVIEW

Screeners are needed to ensure the correct participants are recruited for the study. 

Here are some points to consider: 

• Determine the type of population that will be participating (occupation, experience, etc.)
• Identify where the screener will be posted/sent/shared
• Create specific questions that only the desired population would be able to answer
• Include several layers of “screening” questions with greater levels of specificity

Participants 

Design team 

Duration 

1 hour session 

Result 

A screener survey 

Output 

List of participants

OVERVIEW

Planning research is necessary for understanding the path of your work and the ultimate end goal of your work. 

Here are some points to consider: 

• Identify the goals of the research
• Determine the milestones along the path toward the goals
• Choose the research activities that will best answer the research goals 

Participants 

Design team 

Duration 

1 hour session 

Result 

Understanding research work and goals 

Output 

Research plan with aims and objectives 

Overview

Recruiting participants is necessary to gain insights about the product before final implementation. 

Here are some points to consider: 

• Broadcast the recruitment material to a much larger group than the needed participants
• Determine the source of the participants (internal, external, partner businesses, etc.) 
• Be clear about what the participants can expect ahead of time
• Determine participant compensation for participation 

Participants 

Design team 

Duration 

1 hour session 

Result 

Understanding who the participants are and where they will come from 

Output 

Inclusion/exclusion criteria