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.