Recruiting Screener

Ask a few preliminary questions to identify the right participants for a research study.

applied for


Service Staff




also called

Screening Survey

what is it

A key part of research preparation consist in the identification of the right mix of participants for the sessions, especially when the research is qualitative. The recruiting screener is a short questionnaire that can be circulated through your own networks, specific communities or specialised recruiting agencies, to help assess if a candidate is compatible with a set of defined criteria. The answers help exclude respondants that don’t match the recruiting criteria, as well as balance different variables within small groups of selected participants.

use it to

Select who to engage in a research activity, building an exhaustive panel.

remember to

Add one or two open-ended questions that help better understand the approach and personality.