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Recruitment Tools

Marketing Tool Kit

Examples of URMC-approved marketing media to be used for recruitment efforts.
Learn more about recruitment marketing
RSRB Policy/Guidance for Internet Based Research & Research Using Social Media

Should you advertise your study online?  This resource helps you decide.

Recruitment Consultation Services

Information on how to set up a recruitment consultation.


ResearchMatch is a national recruitment registry that brings together researchers and people who are interested to learn more about research studies via a secure website. Learn more about ResearchMatch

Education Video

The CTSI has created a YouTube video that can be used to educate study participants about why it is important to get involved in research. Volunteer for Health Research

Documents and Templates

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. 

Other Resources

Research Coordinators Group (SCORE)

SCORE supports education and networking for URMC research coordinators and staff. Learn more about SCORE

Center for Community Health & Prevention

Mission: join forces with the community to eliminate health disparities and improve health through research, education and service. Learn more about the Center for Community Health & Prevention

External Resources

UR Health Research Website

The UR Health Research Website is a resource for the community which provide education about clinical trials, the ability to search UR open studies and to register to participate in future studies.

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.  Learn more about CISCRP How to Guide for Advertising

Contains helpful information you need to kick off a successful clinical trial advertising campaign.

Clinical Performance Partners

Provides downloadable resources and tools. Learn more about Clinical Performance Partners

Forte Tips for Patient Recruitment

Tips for patient recruitment strategies used in clinical research to increase patient enrollment.

Patient enrollment and retention

Accrual Net: A Resource and Professional Community for Clinical Trial Accrual

Strategies, tools, and resources to support accrual to clinical trials. Learn more about Accrual Net

Quorum Webinar - "Create Recruitment Materials IRBs Love"