How to recruit research participants in 4 steps

We are sharing the steps we follow when it comes to preparing for the recruitment of research participants for a usability session. Participant recruitment can be difficult, especially for a researcher just getting into Human Centered-Design, so we are sharing a few things that we always do to make the recruitment effective and easier.

These are the 4 steps:

1 – Define target users

The participants’ characteristics depends on the context of the study and the target users of the technology in study. For example, you may need active older adults who still are engaged in many physical or social activities and are technology proficients. Or it could be useful for you to gain insights from older adults who not usually engage with technology.

2 – Plan the test materials

The materials you are planing to use in a usability session for users to interact with should be taken into account when you recruit participants. paper prototypes are a good option to use with non-proficient users, because they eliminate the barrier of using a smartphone or a tablet. Thus, participants will be able to concentrate on understanding the workflow and focus on the tasks. On the other hand, when you are planning to conduct a usability test in the validation phase of the technology and therefore more functional and interactive prototypes should be used, proficient users are required.

3 – Provide context

Explaining the aim of the project briefly, as well as the materials to be used, day, time and duration of the session is very important when approaching a potential participant. This information allow participants to have an overall understanding of what the research is about, why you are doing it and what you expect from him/her. Bear in mind that you should emphasize that there are not good and bad answers, you just need him/her opinion.

4 – Pay attention to national holidays and festive seasons

Older adults often take mini-holidays and city breaks, usually close to a national holiday, weekend or festive season so to they can spend time with family relatives who still work. Therefore, it is not a good idea scheduling test sessions in this periods. Adapt your schedule to the participants’ availability, providing several options in the calendar.

These are practical tips that you can use in your next recruitment for a usability session. Let us know if you find it useful by contacting us (use the contact form).