1---2name: participant-operations-hub3description: Processes and guardrails for recruiting, scheduling, consent, and incentive fulfillment.4---5
6# Participant Operations Hub Skill
7
8## When to Use
9- Running qualitative or quantitative studies that require participant coordination.
10- Ensuring compliance with privacy, NDAs, and incentive tax regulations.
11- Centralizing communications with participants across multiple projects.
12
13## Framework
141. **Recruiting Intake** – capture persona, quota, source, incentive, consent requirements.
152. **Screening & Approval** – automated screeners, manual reviews, and stakeholder sign-off.
163. **Scheduling & Logistics** – calendars, reminders, backups, language/localization support.
174. **Consent & Compliance** – template agreements, data retention policy, anonymization workflow.
185. **Incentive Fulfillment** – payment processor, W-9 or tax forms, fulfillment SLA, audit log.
19
20## Templates
21- Recruiting tracker with status, notes, and consent links.
22- Email sequences for invite, confirmation, reminder, thank-you.
23- Incentive fulfillment checklist + finance handoff doc.
24
25## Tips
26- Keep participant PII in a restricted workspace; expose IDs/tags externally.
27- Track over-contact frequency to avoid panel fatigue.
28- Pair with `orchestrate-qualitative-lab` and `launch-quantitative-survey` for hands-free logistics.
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