| name | participant-operations-hub |
| description | Processes and guardrails for recruiting, scheduling, consent, and incentive fulfillment. |
Participant Operations Hub Skill
When to Use
- Running qualitative or quantitative studies that require participant coordination.
- Ensuring compliance with privacy, NDAs, and incentive tax regulations.
- Centralizing communications with participants across multiple projects.
Framework
- Recruiting Intake – capture persona, quota, source, incentive, consent requirements.
- Screening & Approval – automated screeners, manual reviews, and stakeholder sign-off.
- Scheduling & Logistics – calendars, reminders, backups, language/localization support.
- Consent & Compliance – template agreements, data retention policy, anonymization workflow.
- Incentive Fulfillment – payment processor, W-9 or tax forms, fulfillment SLA, audit log.
Templates
- Recruiting tracker with status, notes, and consent links.
- Email sequences for invite, confirmation, reminder, thank-you.
- Incentive fulfillment checklist + finance handoff doc.
Tips
- Keep participant PII in a restricted workspace; expose IDs/tags externally.
- Track over-contact frequency to avoid panel fatigue.
- Pair with
orchestrate-qualitative-labandlaunch-quantitative-surveyfor hands-free logistics.