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Getting to “Yes”: Steps in Participant Recruitment and Enrollment

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Chapter 13

Participant Recruitment

Recruitment

Our end goal in participant recruitment and study enrollment is to get to “yes”

However, participant recruitment involves establishing trust and increasing motivation

 

 

 

 

 

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Getting to “Yes”: Steps in Participant Recruitment and Enrollment

1. Specify . . .

The desired sample and the inclusion & exclusion criteria

2. Develop . . .

A recruitment plan focused on potential sources of participants and their characteristics/preferences

3. Contact . . .

Potential sources to obtain their support and assistance

4. Disseminate . . .

Information about the study to potential participants

5. Ask . . .

Potentially eligible people to become participants

6. Consent . . .

Explain the study, obtain consent

7. Screen . . .

Consented individuals to confirm eligibility using inclusion and exclusion criteria

8. Enroll . . .

Involve consented participants in designated role within the study

9. Retain . . .

Enrolled participants through incentives, maintaining contact

10. Report . . .

The findings of the study to completed participants and those who helped with recruitment

 

(Inspired by information from Berger, Begun, & Otto-Salaj, 2009; Taylor-Piliae & Froelicher, 2007; Fisher & Ury, 1981)

Specify the People Needed

Be as specific as possible about who would be eligible (inclusion criteria) and who would not be (exclusion criteria)

 

 

 

 

 

4

Develop a Recruitment Plan

The plan should include the inclusion and exclusion criteria and address the following:

How you will access the population

Potential barriers

How you will establish trust

How and what will persuade participation

 

 

 

 

 

 

 

5

Contact Potential Participants

Sources of possible participants often serve as gatekeepers, protect the privacy of potential participants but also allow and facilitate access under appropriate circumstances

These initial contacts may be community or organizational leaders who encourage people to participate

 

 

 

 

 

6

Disseminate Information

Mass media to raise awareness

Internet contacts

Social media networks

Gathering places of potential participants

Study brochures

 

 

 

 

 

7

Invite Potential Participants

This can be done in person, by telephone, internet, or by mail

In general, the more personal and persuasive the approach, the higher the response rate will be

 

 

 

 

 

 

8

Obtain Consent

Consent is obtained after the study’s purposes, procedures, risks, and benefits are explained

 

 

 

 

 

 

9

Screen for Eligibility

The inclusion and exclusion criteria are used to determine if an individual is eligible or not

 

 

 

 

 

 

10

Enroll Participants

This may entail:

Random assignment to a treatment group

Scheduling for regular testing

Arrangements for blood tests or scans

All of these activities are spelled out in the study protocol

 

 

 

 

 

 

11

Retain Participants

Ensure that participants remain a part of the study for all testing sessions, treatments, or both

 

 

 

 

 

 

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Report Findings to Participants

By reporting your findings to the participants you help show your appreciation and the participants will be more likely to help you or other researchers in the future

 

 

 

 

 

 

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Motivators

Altruism

Curiosity

Social reasons

Information and diagnosis

Monetary incentive

Experimental treatment

 

 

 

 

 

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Barriers

Irrelevance

Inconvenience

Cost

Fear

Feeling too sick or too stressed

 

 

 

 

 

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Indirect Approach to Motivation

Rewards that may help to motivate participants are:

Excitement about being involved in an important study

Mention in press releases about the study

Opportunities to share authorship

 

 

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Indirect Approach to Motivation

Rewards that may help to motivate participants are:

Potential for improvements in practice based on lessons learned from the study

Employer recognition of staff involvement

Meeting one of the requirements for Magnet or other designation of excellence

 

 

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Barriers to Retention

Painful and/or embarrassing procedures

Offensive, insensitive questions

Time demand

Transportation problems

Health problems

Fatigue

 

 

 

 

 

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Motivators to Increase Retention

A well-designed plan for tracking participants

Provide personalized feedback

Conduct the study in an accessible and comfortable location

Provide personal attention and encouragement

 

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Motivators to Increase Retention

Offer incentives

Respect the participant’s cultural values, beliefs, and norms

Maintain communication with participants

 

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The post Getting to “Yes”: Steps in Participant Recruitment and Enrollment appeared first on Infinite Essays.

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