open · Research · 30–60 min · 2-40 people · low energy

Recruiting Screener

The Recruiting Screener is a short questionnaire used to identify suitable participants for research activities. It helps filter candidates based on predefined criteria, ensuring a balanced and relevant participant pool.

When to use Recruiting Screener

Use this method when planning qualitative research to ensure you engage the right participants who meet specific demographic, behavioral, or attitudinal criteria.

What it solves

Difficulty finding participants who fit the research criteria, leading to biased or irrelevant data.

How to run Recruiting Screener, step by step

  1. Define your research criteria (15 min). Clearly outline the characteristics and qualities you're looking for in participants.
  2. Develop the screener questionnaire (15 min). Create concise questions that assess candidates against your defined criteria, including 1-2 open-ended questions.
  3. Distribute the screener (Ongoing). Share the questionnaire through relevant networks, communities, or recruiting agencies.
  4. Review and select participants (Ongoing). Analyze the responses to identify candidates who best match your criteria, ensuring a balanced representation.

Materials needed

  • Screener questionnaire (digital or print)
  • Spreadsheet or database for tracking responses
  • Email or survey distribution platform

Facilitator tips

  • Pilot test the screener with a small group to identify any confusing or ambiguous questions.
  • Clearly communicate the purpose of the research and the criteria for participation to potential candidates.

Common pitfalls

  • Creating a screener that is too long or complex, leading to low response rates.
  • Failing to adequately define research criteria, resulting in the selection of unsuitable participants.

Variations

  • Use different question formats (e.g., multiple choice, rating scales, open-ended questions) to gather diverse information.
  • Adjust the screener based on the specific needs of each research project.

Running it online or hybrid

Use online survey tools like SurveyMonkey or Google Forms to distribute the screener and collect responses.

What it produces

A list of potential research participants who meet the defined criteria.

Origin

Adapted from Service Design Tools — source

Build a session around Recruiting Screener

METODIC places Recruiting Screener inside a complete, timed session plan — agenda, worksheets, facilitator guide and slides — matched to your group and goal.

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