Research Recruiting Documents and Templates
- Video: Volunteer for Health Research – This three-minute video includes testimonials from several study participants about why it is important to get involved in health research.
- Dr. to Dr. Letter – This document can be used to introduce a study to a physician and to ask them to refer patients to your study for enrollment.
- Principles of Recruitment – Things to consider when planning, implementing and evaluating recruitment into health research studies
- Feasibility Assessment – Things to consider when doing a Feasibility Assessment for Recruitment and Retention of Research Subjects
- Recruitment Funnel – What is a Recruitment Funnel? How is it useful when planning a health research study?
- Data Collection – Why do we collect data? How do we collect data?
- Pre-Enrollment Tracking – Tracking recruitment prior to study enrollment
- Enrollment Tracking – Tracking subjects who enroll in health research studies, where do they come from?
- Recruitment Strategy and Budget Planning Worksheet – Which recruitment resources do you plan to use? Different people will learn about your trial in different ways so consider implementing multiple recruitment tools. The more effective components there are in a recruitment plan, the more likely you will reach your recruitment goals.
- Quarterly Recruitment and Enrollment Milestone Report – A recruitment timeline spreadsheet will also be helpful to get a better idea of site resource load per week and the expected number of subject visits and types of visits.
- Recruitment Accrual - Study Visit Planning Spreadsheet – It is very helpful to forecast your research participant recruitment timelines by plotting out the expected or targeted number of participants recruited compared to the actual number of participants recruited.
Additional Resources
Research Coordinators Group (SCORE)
SCORE supports education and networking for URMC research coordinators and staff. Recruitment tools and resources are often presented at monthly meetings. Learn more about SCORE
Center for Community Health & Prevention (CCHP)
The mission of CCHP is to join forces with the community to eliminate health disparities and improve health through research, education and service. Community engagement can be an important tool in developing a successful clinical study. Getting input from the community on your protocol and recruitment plan will make your recruitment goals easier to achieve. CCHP’s research resources.
Center for Information and Study on Clinical Research Participation (CISCRP)
CISCRP provides healthcare professionals with resources to better understand the study volunteer and facilitates collaborations among all members of the clinical research enterprise. The provide examples of recruitment materials and data on what motivates participants to join a research study. Learn more about CISCRP.
Antidote.me
This guide from Antidote.me provides tips about different forms of advertising and when to use them. It contains helpful information you need to kick off a successful clinical trial advertising campaign. How-to Guide for Advertising
Forte Tips for Patient Recruitment
Tips for patient recruitment strategies used in clinical research to increase patient enrollment.
This link connects your with Forte’s blog page on enrollment and retention. There are many articles related to the topics of recruitment and retention. Patient enrollment and retention
Accrual Net: A Resource and Professional Community for Clinical Trial Accrual
The National Cancer Institute (NCI) developed AccrualNet™ to provide a growing, searchable database of hundreds of journal articles with easy-to-read summaries, helpful tools, sample materials, and training resources. Learn more about Accrual Net