# Research recruitment brief and coverage worksheet

Project, brief version, and date: [name / version / date]
Research question and next decision: [question / decision]
Method and proposed activity: [interview / observed task / other]
Owner and required review: [person / appropriate review before recruiting]

## Relevant experience
Required recent experience or likely task: [plain criteria / why relevant]
Different contexts to explore: [channels / familiarity / access methods / other task-relevant differences]
Exclusions and reasons: [appropriateness / avoid convenience-only restrictions]
Who this plan may miss: [perspectives / recruitment limitations]

## Invitation and participation arrangements
Approved recruitment channels and permission: [where / owner / permission]
Neutral invitation purpose: [what you want to learn, not praise for a solution]
Activity, expected commitment, and prototype limits: [details]
Contact, questions, declining, and stopping process: [clear arrangements]
Information and consent process: [reviewed material / recording choices / agreed use]
Requested format, communication, or device arrangements: [arrange privately]
Compensation or expense terms, if offered: [process / not conditional on favourable answers]
Minimum screening information needed: [each field / reason]
Access, handling, and retention arrangements: [approved process / owner / review date]

## Recruitment review
Participant code: [private ID, contact details stored separately where practical]
Relevant experience and channel: [bounded context]
Status: [invited / opted in / confirmed / cancelled / no response / other]
Arrangements confirmed: [yes / unresolved action]
Coverage gaps and changed criteria: [gap / revision / reason]

## Reporting boundary
What this group can help investigate: [bounded question]
Who or what it does not represent: [missing perspectives / frequency limits]
Next recruitment decision and owner: [action / person]

This is a planning aid, not a consent form, legal compliance checklist, or safeguarding process. Do not publish completed screening or contact details, and do not treat non-response as an opinion about the idea.

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Blank template by Daniel Ziedins (https://www.danielziedins.com).
Read the guide: https://www.agent-six33.com/journal/how-to-recruit-user-research-participants
Template library: https://www.agent-six33.com/field-kit
Guide updated: 2026-10-21

Public blank prompts only. No private journal notes or tool drafts are included. Keep completed copies and participant details private.