Checklist

Field Research & Recruitment Checklist

Interactive operational checklist covering recruitment, consent, screening, logistics, recording standards, data handling, compensation, and synthesis templates. Use one saved submission per study/site to create defensible, repeatable field research records.

Interactive Tool

Field Research & Recruitment Checklist

This interactive checklist helps teams prepare, document, and save a complete recruitment and field-research plan before contacting participants. It supports reproducibility, ethical practice, and reliable synthesis across studies. Save one submission per study, site, or research wave.

Short name or code used for study tracking.
Name, role, and contact email/phone for study lead.
Select yes if the project requires institutional review. If yes, provide status below.
Provide application ID, approval date, or current status. Leave blank if not required.
Describe target population, key characteristics, quotas, sample size, and inclusion/exclusion rationale.
Where will you recruit participants?
Describe any channel selected as Other.
Type of compensation, amount, delivery method, and any eligibility rules. Note any local or legal constraints.
Copy the exact text you will send or post. Keep brief and test for clarity and bias. Examples are provided below.
List the screening questions and pass/fail rules used to select participants.
How will sessions be scheduled, confirmed, and what is the backup plan for no-shows? Include timezone handling and estimated session length.
Select all methods that will be used to capture data.
Specify naming conventions, timestamps, shorthand, required metadata (participant code, session date), and who reviews notes.
Paste the exact consent wording participants will see or hear. Include purpose, what data is collected, risks, voluntariness, and contact info.
Explain how identifying data is removed or masked, storage location, access controls, retention period, and deletion plan.
E.g., encrypted drive path, study folder, or vendor name.
How long will the data be kept? Include review dates and disposal method.
Choose the analytic templates you'll apply to collected data.
Describe any other template you will use.
Essential operational checks to complete before first participant contact.
Local date/time for first scheduled session.
List team members responsible for conducting interviews and taking notes.
Person approving readiness to begin recruiting and collecting data.
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