Plan ethical recruitment and retention using population, funnel, burden, and improvement worksheets.
Recruitment problems are easier to address when teams can see the full pathway from eligible population to enrolled participant. The Recruitment & Retention Planning Toolkit helps sites distinguish eligibility limitations from process barriers, evaluate approved recruitment methods, and reduce avoidable participant burden.
The five worksheets guide you through population and pathway mapping, recruitment-method review, funnel measurement, retention-burden assessment, and a focused improvement plan. Use the toolkit to turn enrollment concerns into a specific, owned action with a success measure and review date.
What’s inside
Population and pathway
Recruitment-method review
Funnel tracker
Retention burden check
Action-plan review
Best for
Research sites, CRCs, recruitment specialists, investigators, site managers, and clinical operations professionals responsible for enrollment and retention planning.
DIGITAL FILE 10-page printable PDF • Launch Edition • Version 1.0 • Immediate digital download • No editable source file included
Use note: Licensed to the original purchasing organization for internal professional use. Educational and operational planning aid only; not legal, regulatory, quality-assurance, financial, employment, or clinical advice.
Plan ethical recruitment and retention using population, funnel, burden, and improvement worksheets.
Recruitment problems are easier to address when teams can see the full pathway from eligible population to enrolled participant. The Recruitment & Retention Planning Toolkit helps sites distinguish eligibility limitations from process barriers, evaluate approved recruitment methods, and reduce avoidable participant burden.
The five worksheets guide you through population and pathway mapping, recruitment-method review, funnel measurement, retention-burden assessment, and a focused improvement plan. Use the toolkit to turn enrollment concerns into a specific, owned action with a success measure and review date.
What’s inside
Population and pathway
Recruitment-method review
Funnel tracker
Retention burden check
Action-plan review
Best for
Research sites, CRCs, recruitment specialists, investigators, site managers, and clinical operations professionals responsible for enrollment and retention planning.
DIGITAL FILE 10-page printable PDF • Launch Edition • Version 1.0 • Immediate digital download • No editable source file included
Use note: Licensed to the original purchasing organization for internal professional use. Educational and operational planning aid only; not legal, regulatory, quality-assurance, financial, employment, or clinical advice.
