TierAdvancementAssessmentCandidatename: Clickortapheretoentertext.
ResearchOperations: ParticipantRecruitmentDate:Clickortapheretoentertext.

Candidate testing level: F ☐ S☐ A☐

Mode: Self-ReportandManagerAttestation

Competency / Fundamental / Skilled / Advanced
Employsstrategiestomaintainrecruitmentratesandevaluateprocessestoidentifyproblemsrelatedtorecruitmentrates. Escalatesissues. / Followstherecruitmentprocessdefinedbytheprotocol, SOP, orotherstudydocumentation; identifiesandreportspotentialissueswithrecruitment.Knowsandworkstowardsarecruitingtargetorgoal. / Assists with or independentlydevelopsstudyrecruitmentprocesses or documents.Providessolution(s) forrecruitmentchallenges / Monitors recruitment, develops recruitment processes/docs or monitoring tools, and recommends changes to recruitment processes. Demonstratesapplicationofknowledgeofrecruitmentoutsideofindividualjoborassignedstudies.

CompletethefollowingquestionsorindicateNA. Providethedocumentationtoyourmanagerorthird-partyobserverforattestation. Ifresponsibleforrecruitmentformorethanonestudy, selectastudythatistypicalofyourportfolio.

Protocol (eIRBnumber/shorttitle):Clickortapheretoentertext.

  1. Brieflylistthedocumentsandtoolsthatdefinetherecruitmentprocessesforthisprotocol (e.g., protocol, SOPs, casereportforms, etc.):

Clickortapheretoentertext.

  1. Brieflydescribethestudypopulationandhowtherecruitmentstrategyisspecifictotheirneeds.

Clickortapheretoentertext.

  1. Brieflylist/describeanytoolsusedtomonitorrecruitmentratesforthisprotocol. What is the recruitment target number and start/end date, if applicable?

Clickortapheretoentertext.

  1. Thinkaboutyourrolewithtasksrelatedtorecruitment (fortheprotocolabove, andprotocolsingeneral):

GUI (dowithguidanceorassistwithtask), IND (doindependently), LEAD (lead/mentorothers), NA (notapplicable/notpartofmyjob), OTH (describe)

Task / Myrole (markallthatapply) / Notes/describebriefly, asapplicable
Recruitparticipants / ☐GUI ☐IND ☐LEAD ☐NA ☐OTH
Developrecruitmentmaterialsorprocesses / ☐GUI ☐IND ☐LEAD ☐NA ☐OTH
Monitoringrecruitment / ☐GUI ☐IND ☐LEAD ☐NA ☐OTH
Developingrecruitmentmonitoringtools / ☐GUI ☐IND ☐LEAD ☐NA ☐OTH
Recommendchangestorecruitmentprocesses / ☐GUI ☐IND ☐LEAD ☐NA ☐OTH
  1. Ifyoudeveloprecruitmentprocessesortools, pleaselist/describeinstitutionalpoliciesorguidelinesyoufollowedwhendevelopingtheseitems.

Clickortapheretoentertext.

  1. Ifapplicable, describerecruitmentchallengesorissuesforthisstudy. How, andbywhom, weretheyhandled?

Clickortapheretoentertext.

AdvancedOnly: Describeanyinstanceswhereyouhavedemonstratedadvancedapplicationofyourknowledgeandunderstandingofparticipantrecruitmentoutsideofyourindividualjoborassignedstudies. Someexamplesmightinclude:

  • adescriptionofdifficultchallengesyouhavemetorhelpedotherstoaddress
  • providingmentorshiptoothersoutsideofyourteam
  • developingandprovidedtrainingtoothers, and/or
  • evidencethatyouareseenasago-toresourceforseveralfacultyorstaff

Candidate Signature:______Date:______

Evaluation Level

Thisdocumentationdemonstrates:

☐FundamentalCompetency

☐SkilledCompetency

☐AdvancedCompetency

Attestercomments about candidate’s competency level:Clickortapheretoentertext.

AttesterName (Print): ______

AttesterTitle (Print): ______

AttesterSignature:______Date:______

Assessment – RO: Participant Recruitment- Page 1