# Participant Operations Hub

> Processes and guardrails for recruiting, scheduling, consent, and incentive fulfillment.

- Skill: `majiayu000/participant-operations-hub` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds add majiayu000/participant-operations-hub`
- Raw SKILL.md: https://api.skillmd.com/api/skills/majiayu000/participant-operations-hub/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: majiayu000 (https://skillmd.com/u/majiayu000)
- Updated: 2026-09-09
- Page: https://skillmd.com/skills/majiayu000/participant-operations-hub

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# Participant Operations Hub Skill

## When to Use
- Running qualitative or quantitative studies that require participant coordination.
- Ensuring compliance with privacy, NDAs, and incentive tax regulations.
- Centralizing communications with participants across multiple projects.

## Framework
1. **Recruiting Intake** – capture persona, quota, source, incentive, consent requirements.
2. **Screening & Approval** – automated screeners, manual reviews, and stakeholder sign-off.
3. **Scheduling & Logistics** – calendars, reminders, backups, language/localization support.
4. **Consent & Compliance** – template agreements, data retention policy, anonymization workflow.
5. **Incentive Fulfillment** – payment processor, W-9 or tax forms, fulfillment SLA, audit log.

## Templates
- Recruiting tracker with status, notes, and consent links.
- Email sequences for invite, confirmation, reminder, thank-you.
- Incentive fulfillment checklist + finance handoff doc.

## Tips
- Keep participant PII in a restricted workspace; expose IDs/tags externally.
- Track over-contact frequency to avoid panel fatigue.
- Pair with `orchestrate-qualitative-lab` and `launch-quantitative-survey` for hands-free logistics.

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