/participant-operations-hub

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.

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