Step 1

Set up onboarding templates

Create a repeatable “welcome pack” for anyone joining a study (or joining your research process). This saves time every time you run research and keeps comms consistent.

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Step 2

Write and share recruitment templates

Prepare your core recruitment emails/messages (register interest, screening, direct invite, selected, reminder). Reusing a proven structure reduces drop-offs and stops you rewriting from scratch.

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Step 3

Set up a recruitment panel survey

Build a simple form that collects the info you need to recruit the right people quickly (profile, eligibility, contact prefs). This becomes the foundation of your participant panel.

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Step 4

Set up templates for study sessions

Create session-ready templates like discussion guides, note-taking sheets, observation checklists, and a debrief format. This keeps sessions smooth and makes analysis faster and more consistent.

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Step 5

Set up consent forms

Create a plain-English consent form that’s compliant and easy for participants to understand. Clear consent protects participants and protects you.

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Step 6

Set up information sheets

Write a participant information sheet that explains what the study is, what they’ll do, and how their data will be used. This supports informed consent and builds trust before the session even starts.

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Step 7

Set up a budget and review process for spending

Decide who approves incentives/tools and what the limits are before you need them. This prevents delays and awkward last-minute decisions during recruitment.

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Step 8

Set up incentives (if applicable)

Choose what you’ll offer, how you’ll deliver it, and how you’ll track payments. A simple incentives process reduces dropouts and keeps everything fair and auditable.

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Step 9

Define UX metrics and KPIs

Agree what you’ll measure to show progress (experience + outcomes), and how often you’ll review it. This turns research into ongoing improvement—not a one-off report.

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