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Site Operations & Participant Experience

Recruitment and Retention: Fix the Bottleneck Without Pressuring Participants

Coming soon

Find where a fictional recruitment funnel is losing people, and improve it without pressure tactics.

This course is still being built. Lessons are not available yet, and there is no enrollment, payment or certificate for it at this stage.

Practitioner · Self-paced

Illustration of a recruitment funnel narrowing at a bottleneck, with outreach icons on one side and a retention pathway on the other

What this course covers.

Who it is for
Site teams and study managers responsible for enrollment.
What you will be able to do
Analyze a fictional recruitment funnel and propose an ethical, practical improvement plan.
What you will produce
A funnel analysis and an improvement plan.
Systems referenced
No specific system access is required for this course.

Topics

  • Screening funnel
  • Retention
  • Participant burden
  • Ethical outreach

All scenarios used in Academy courses are fictional practice material. Course work is practice, not employment experience, and it is not a verified competency result.

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  • Illustration of a study coordinator and a participant in conversation beside a signed consent form and a reconsent symbol
    Coming soon

    Consent in practice

    Handle the consent conversations that are not straightforward, and document reconsent properly.

  • Illustration of an eligibility checklist, a criteria table with query marks and a decision flowchart on a desk
    Coming soon

    Eligibility review

    Work an ambiguous eligibility case to the evidence, and know which questions belong with the investigator.

  • Illustration of a visit schedule on a tablet beside a procedure checklist, sample kits and a staffing diagram
    Coming soon

    Study visit planning

    Prepare a study visit so procedures, windows, staff and dependencies line up before the participant arrives.