Use this framework to build, scale, and optimize your research operations.

Each section addresses key components of ResearchOps, with practical action items to implement at different stages of maturity.

🧭 How to use this checklist

1. Assess your current state for each component (Not started, In progress, established, optimized)
2. Prioritize focus areas based on your assessment and organizational needs
3. Create an implementation plan with clear owners and timelines
4. Track progress and update as you implement and refine your ResearchOps function

👥 Participant management

Manage how participants are sourced, screened, and supported throughout the research lifecycle.

📋 Recruitment & screener process

• [ ] Create standardized participant screener templates
• [ ] Establish recruitment channels (internal, panel providers, social media)
• [ ] Define recruitment timeline expectations
• [ ] Set up automated screening and scheduling tools
• [ ] Create diverse participant sourcing strategy
• [ ] Document recruitment process for team consistency

🗃️ Participant database

• [ ] Select participant management tool/platform