User Research: Create Recruitment Criteria & a Participant Screener

Devin Harold, Strategist, Researcher, Designer

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8 Lessons (31m)
    • 1. Class Introduction

    • 2. Participant Criteria Prep

    • 3. Participant Criteria Part 1

    • 4. Participant Criteria Part 2

    • 5. Screening Questionnaire Part 1

    • 6. Screening Questionnaire Part 2

    • 7. Administering Screeners

    • 8. Your Class Project


Project Description

You will be creating your own participant criteria and screener questionnaire. I highly encourage you all to follow the steps outlined in this course—over time, you'll find that you may skip or adapt certain steps and you'll find different methods that may work best for you.

  1. Start by defining your participant criteria
    • Who should you interview? What are their roles?
    • What multipliers can you apply to expand?
    • Where can you contract and trim your sample?
  2. Create your screening questions
    • Do you need separate screeners for your roles?
    • Start broad then get specific
    • Remember the rules... don’t be obvious; don’t leave it to chance; & provide options
  3. Come up with a plan for how you’ll recruit participants
    You don't need to actually do this, just create a brief write-up of your strategy in your submission—I put mine right after the Table of Contents.
    • Will you do it for free or use advertisements?
    • Any blogs, social groups or forums you might use?

Remember to share your progress:

  1. After you've created your participant criteria
  2. After you've developed your screening questionnaire
  3. After you have planned your strategy for administering

Project Resources:

Quick Note: For this exercise, I'd like you to focus on generative interviews as it typically yields higher samples and will allow you to practice the skills you've learned. While usability tests may use these same techniques, they typically require much smaller samples (5-6 people) and should be run with only one role or persona.

Best of luck!

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