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Zhongwei Li
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---
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
1. **Recruiting Intake** capture persona, quota, source, incentive, consent requirements.
2. **Screening & Approval** automated screeners, manual reviews, and stakeholder sign-off.
3. **Scheduling & Logistics** calendars, reminders, backups, language/localization support.
4. **Consent & Compliance** template agreements, data retention policy, anonymization workflow.
5. **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-lab` and `launch-quantitative-survey` for hands-free logistics.
---