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