Questions to Consider

Participant Recruitment

Section 2

Questions to Consider


Adeola Jaiyeola, MD, MHSc

Barbara L. Wells, PhD


Contributing Editor

Liz Wing, MA

When planning a trial's recruitment activities, it would be helpful for study teams to consider important questions like the following:

  • Who (individuals or groups) will be the targets of the embedded intervention?
  • What recruitment methods will be needed in the context of the trial’s randomization scheme, inclusion criteria, enrollment goals, and clinical workflow?
  • What recruitment materials and procedures will be developed?
  • How will eligible participants be contacted and enrolled, whether individual participants or clusters of clinics or clinicians?
  • How will the partner health system’s EHR be used for study recruitment, enrollment, intervention delivery, and/or outcome assessment?
  • What barriers to recruitment are anticipated, and how will these challenges be addressed?

DISCLAIMER: The views expressed in this chapter are those of the contributors and do not necessarily represent the views of the National Heart, Lung, and Blood Institute; the National Institutes of Health; or the U.S. Department of Health and Human Services.



Version History

December 18, 2018: Made nonsubstantive edits as part of annual content update (changes made by L. Wing).

Published August 25, 2017


Jaiyeola A, Wells BL. Participant Recruitment: Questions to Consider. In: Rethinking Clinical Trials: A Living Textbook of Pragmatic Clinical Trials. Bethesda, MD: NIH Health Care Systems Research Collaboratory. Available at: Updated March 4, 2020. DOI: 10.28929/065.