User recruitment for design sprints skill

Recruiting the right participants for Friday's interviews is one of the most important and most underestimated parts of the design sprint.…

by wondelai·MIT license·★ 2,235 Stars on the repo·GitHub ↗

Use now

Files of User recruitment for design sprints

wondelai/main1 file
recruiting.md
Show the full text316 lines

User Recruitment for Design Sprints

Recruiting the right participants for Friday's interviews is one of the most important and most underestimated parts of the design sprint. Test with the wrong people and you get misleading feedback. Test with nobody and you wasted the week. Start recruiting at least two weeks before the sprint begins.

Table of Contents

  1. Recruitment Timeline
  2. Defining the Target Participant
  3. Screener Survey
  4. Where to Find Participants
  5. Incentive Guidelines
  6. Scheduling Logistics
  7. No-Show Prevention
  8. Diverse Participant Selection
  9. Legal Considerations
  10. Recruitment Checklist

Recruitment Timeline

When Action Owner
Sprint minus 3 weeks Define target participant profile with the team Sprint Master + Decider
Sprint minus 2.5 weeks Write screener survey Sprint Master or Recruiter
Sprint minus 2 weeks Post screener to recruitment channels Recruiter
Sprint minus 10 days Review screener responses, shortlist candidates Recruiter
Sprint minus 8 days Invite 8 candidates (6 primary + 2 backup) Recruiter
Sprint minus 5 days Confirm 6 participants, send calendar invitations Recruiter
Sprint minus 2 days Send reminder email with logistics (time, location, parking, contact) Recruiter
Sprint minus 1 day Send SMS reminder Recruiter
Friday 8:00 AM Send final "See you at [time]" text Recruiter
Why 6 Participants for 5 Slots

Expect a 10-20% no-show rate even with the best recruitment process. Scheduling 6 ensures you hit 5 interviews. If all 6 show up, run the extra interview or pay the backup participant and thank them.

Defining the Target Participant

Start with the Sprint Target

The participant profile should match the customer type identified on Monday. Ask:

  • Who is the target customer for the part of the journey we are testing?
  • What demographics, behaviors, or roles define this person?
  • What experience level should they have with the problem space?
  • What experience level should they have with your product (if any)?
Participant Profile Template
TARGET PARTICIPANT PROFILE

Role/Title: [e.g., Marketing manager at a company with 50-200 employees]
Experience: [e.g., Has used at least 2 project management tools in the past year]
Behavior: [e.g., Currently manages 3+ active projects simultaneously]
Excluded: [e.g., Not a current customer, not a competitor employee, not in the tech industry]
Nice to have: [e.g., Mix of genders, age 25-55, different company sizes]
Common Participant Types
Sprint Focus Ideal Participant
Consumer app onboarding People who match the target demographic and have never seen the product
B2B SaaS feature Professionals in the target role who currently use a competitor
E-commerce redesign People who have purchased similar products online in the past 90 days
Healthcare product Patients with the target condition or caregivers who manage it
Internal tool Employees in the target department who would use the tool daily

Screener Survey

Purpose

A screener survey filters applicants so you interview only people who match your target profile. It should take 2-3 minutes to complete and disqualify people who do not fit.

Screener Survey Template
SCREENER SURVEY: [Sprint Name]

Thank you for your interest in participating in a product feedback session.
This survey takes about 2 minutes.

1. What is your current job title?
   [Open text]

2. How many people work at your company?
   ( ) 1-10
   ( ) 11-50
   ( ) 51-200
   ( ) 201-1000
   ( ) 1000+

3. Which of the following tools do you currently use? (Select all that apply)
   [ ] Tool A
   [ ] Tool B
   [ ] Tool C
   [ ] None of the above

4. How often do you [target behavior]?
   ( ) Daily
   ( ) Weekly
   ( ) Monthly
   ( ) Rarely
   ( ) Never

5. Have you used [your product name] before?
   ( ) Yes, currently use it
   ( ) Yes, used it in the past
   ( ) No, never used it
   ( ) I have heard of it but never tried it

6. On a scale of 1-5, how frustrated are you with your current solution for [problem]?
   ( ) 1 - Not at all frustrated
   ( ) 2
   ( ) 3
   ( ) 4
   ( ) 5 - Extremely frustrated

7. Are you available on [Friday date] between [time range] for a 45-minute in-person/video session?
   ( ) Yes
   ( ) No

8. What is the best email address to reach you?
   [Open text]

9. What is your phone number? (for scheduling confirmation only)
   [Open text]
Scoring the Screener

Create a scoring rubric before reviewing responses:

Question Ideal Answer Points
Job title Matches target role 2
Company size Matches target segment 1
Tools used Uses competitor (not your product) 2
Behavior frequency Daily or weekly 2
Prior product experience Never used or heard of it 2
Frustration level 3 or higher 1
Availability Yes Required (disqualify if no)

Threshold: Invite participants who score 7+ out of 10.

Where to Find Participants

B2C Products
Channel Pros Cons Cost
Social media ads (Instagram, Facebook) Fast, targetable Lower quality, may attract "professional testers" $50-200 in ad spend
Craigslist / local classifieds Cheap, fast Unpredictable quality Free + incentive
Community groups (Reddit, Discord, Facebook Groups) Engaged, relevant May skew toward power users Free + incentive
Intercept at physical locations (coffee shops, stores) Real people in natural context Time-consuming, limited volume Free + incentive
Customer email list (non-current-users segment) Pre-qualified interest May bias toward people already favorable Free + incentive
B2B Products
Channel Pros Cons Cost
LinkedIn outreach Highly targetable by role and company Low response rate (5-10%) Free + incentive
Industry events and meetups Engaged professionals Timing dependent Free + incentive
Professional associations Quality participants Slow process Varies
Recruitment platforms (see below) Reliable, pre-screened panels Expensive $150-300 per participant
Partner introductions Warm leads, high quality Favors existing relationships Free + incentive
Sales team referrals (non-customers) Know the persona well May introduce bias Free + incentive
Recruitment Platforms
Platform Best For Cost Per Participant Turnaround
UserTesting Quick unmoderated studies; also supports moderated $30-100 (unmoderated), $150+ (moderated) 1-3 days
Respondent.io B2B and niche audiences $100-300 (B2B), $50-100 (B2C) 3-7 days
User Interviews Broad consumer and B2B panels $50-150 2-5 days
Ethnio Intercept recruiting from your own website $50-100 + subscription 1-7 days
Prolific Academic-quality panels, diverse demographics $10-30 1-2 days

Incentive Guidelines

How Much to Pay
Participant Type Recommended Incentive Format
General consumer $50-75 for 45 minutes Gift card (Amazon, Visa)
Professional (B2B, mid-level) $100-150 for 45 minutes Gift card or direct payment
Senior executive (VP+) $200-300 for 45 minutes Donation to charity of choice or gift card
Medical professional $200-400 for 45 minutes Direct payment
Hard-to-reach niche $150-300+ for 45 minutes Whatever the market demands
Incentive Principles
  • Pay enough to attract quality participants, not so much that people lie on the screener to qualify
  • Pay immediately after the session (do not make them wait for a check in the mail)
  • Digital gift cards are the easiest to distribute
  • For B2B executives, offering a "donation to the charity of your choice" can be more effective than a personal payment
  • Always pay no-shows if they gave 24-hour notice of cancellation (it maintains your reputation)

Scheduling Logistics

Time Slot Structure
Slot Time Purpose
1 9:45 - 10:30 Interview 1
Buffer 10:30 - 11:00 Team discussion, notes
2 11:00 - 11:45 Interview 2
Buffer 11:45 - 12:15 Team discussion, notes
3 12:15 - 1:00 Interview 3
Lunch 1:00 - 1:45 Break
4 1:45 - 2:30 Interview 4
Buffer 2:30 - 3:00 Team discussion, notes
5 3:00 - 3:45 Interview 5
6 (backup) 4:00 - 4:45 Backup slot if a morning participant no-showed
Confirmation Messages

Initial invitation email: Thank the participant for completing the survey. Include the date, time, location (or video link), duration (45 minutes), incentive amount, and a request to confirm by reply.

Reminder (2 days before): Restate date, time, location, duration, and incentive. Include your phone number. Ask them to let you know if they can no longer make it so you can offer their spot to someone else.

No-Show Prevention

Tactics That Reduce No-Shows
Tactic Impact
Require confirmation reply (not just calendar accept) High
Send 3 reminders (confirmation, 2-day, morning-of) High
Include your personal phone number in communications Medium
Offer to reschedule if they have a conflict Medium
Over-recruit by 1-2 participants High (mitigates no-shows)
Ask for their phone number and text the morning of High
Make the incentive attractive enough Medium
What to Do When Someone No-Shows
  1. Wait 10 minutes past the scheduled time
  2. Send a text: "Hi [Name], we are ready for you at [location]. Are you on your way?"
  3. If no response after 5 more minutes, move on
  4. Shift the schedule: pull the backup participant into the empty slot
  5. If no backup is available, run 4 interviews instead of 5 (still produces patterns)

Diverse Participant Selection

Why Diversity Matters

If all 5 participants are 30-year-old tech workers in San Francisco, you are testing with a narrow slice of your potential customer base. Diverse participants reveal a wider range of reactions, accessibility issues, and cultural considerations.

Diversity Dimensions to Consider
  • Age range (not all 25-35)
  • Gender balance
  • Technical proficiency (mix of tech-savvy and less technical)
  • Geographic location (if testing remotely)
  • Company size and industry (for B2B)
  • Accessibility needs (include at least one participant who uses assistive technology, if relevant)
Practical Approach

You only have 5 participants, so you cannot represent every dimension. Pick 2-3 diversity factors that are most relevant to your product and ensure variation across those factors.

Before recording any interview:

  1. Inform the participant that the session will be recorded (audio and video)
  2. Explain how the recording will be used (internal review only)
  3. Get verbal consent on camera: "Do I have your permission to record this session?"
  4. If using a written consent form, have them sign before the interview begins
  • Consent form: Cover audio/video recording, internal-only use of recordings, right to stop the session at any time, and guaranteed incentive regardless of completion. Have participants sign before the interview begins.
  • NDAs: Use a simple one-page NDA for pre-launch products. Do not require one for public products. If a participant refuses, pay them and do not show the prototype.
  • Data privacy: Collect only what is needed, store securely, delete recordings within 30 days, and comply with GDPR/CCPA or relevant local regulations.

Recruitment Checklist

3 Weeks Before Sprint
  • Target participant profile defined
  • Screener survey written and tested
  • Recruitment channels identified
  • Budget approved for incentives and recruitment platform fees
2 Weeks Before Sprint
  • Screener posted to recruitment channels
  • Responses are being reviewed daily
  • Shortlist of candidates created
1 Week Before Sprint
  • 6 participants confirmed (5 primary + 1 backup)
  • Calendar invitations sent with all logistics
  • Consent forms prepared
  • Incentives purchased (gift cards, etc.)
2 Days Before Sprint
  • Reminder emails sent to all participants
  • Backup participant confirmed
Friday Morning
  • Morning-of text messages sent
  • Interview room set up
  • Consent forms printed
  • Incentives ready to distribute
  • Backup plan in place for no-shows
1# User Recruitment for Design Sprints
2 
3Recruiting the right participants for Friday's interviews is one of the most important and most underestimated parts of the design sprint. Test with the wrong people and you get misleading feedback. Test with nobody and you wasted the week. Start recruiting at least two weeks before the sprint begins.
4 
5 
6## Table of Contents
71. [Recruitment Timeline](#recruitment-timeline)
82. [Defining the Target Participant](#defining-the-target-participant)
93. [Screener Survey](#screener-survey)
104. [Where to Find Participants](#where-to-find-participants)
115. [Incentive Guidelines](#incentive-guidelines)
126. [Scheduling Logistics](#scheduling-logistics)
137. [No-Show Prevention](#no-show-prevention)
148. [Diverse Participant Selection](#diverse-participant-selection)
159. [Legal Considerations](#legal-considerations)
1610. [Recruitment Checklist](#recruitment-checklist)
17 
18---
19 
20## Recruitment Timeline
21 
22| When | Action | Owner |
23|------|--------|-------|
24| Sprint minus 3 weeks | Define target participant profile with the team | Sprint Master + Decider |
25| Sprint minus 2.5 weeks | Write screener survey | Sprint Master or Recruiter |
26| Sprint minus 2 weeks | Post screener to recruitment channels | Recruiter |
27| Sprint minus 10 days | Review screener responses, shortlist candidates | Recruiter |
28| Sprint minus 8 days | Invite 8 candidates (6 primary + 2 backup) | Recruiter |
29| Sprint minus 5 days | Confirm 6 participants, send calendar invitations | Recruiter |
30| Sprint minus 2 days | Send reminder email with logistics (time, location, parking, contact) | Recruiter |
31| Sprint minus 1 day | Send SMS reminder | Recruiter |
32| Friday 8:00 AM | Send final "See you at [time]" text | Recruiter |
33 
34### Why 6 Participants for 5 Slots
35 
36Expect a 10-20% no-show rate even with the best recruitment process. Scheduling 6 ensures you hit 5 interviews. If all 6 show up, run the extra interview or pay the backup participant and thank them.
37 
38## Defining the Target Participant
39 
40### Start with the Sprint Target
41 
42The participant profile should match the customer type identified on Monday. Ask:
43 
44- Who is the target customer for the part of the journey we are testing?
45- What demographics, behaviors, or roles define this person?
46- What experience level should they have with the problem space?
47- What experience level should they have with your product (if any)?
48 
49### Participant Profile Template
50 
51```
52TARGET PARTICIPANT PROFILE
53 
54Role/Title: [e.g., Marketing manager at a company with 50-200 employees]
55Experience: [e.g., Has used at least 2 project management tools in the past year]
56Behavior: [e.g., Currently manages 3+ active projects simultaneously]
57Excluded: [e.g., Not a current customer, not a competitor employee, not in the tech industry]
58Nice to have: [e.g., Mix of genders, age 25-55, different company sizes]
59```
60 
61### Common Participant Types
62 
63| Sprint Focus | Ideal Participant |
64|-------------|-------------------|
65| Consumer app onboarding | People who match the target demographic and have never seen the product |
66| B2B SaaS feature | Professionals in the target role who currently use a competitor |
67| E-commerce redesign | People who have purchased similar products online in the past 90 days |
68| Healthcare product | Patients with the target condition or caregivers who manage it |
69| Internal tool | Employees in the target department who would use the tool daily |
70 
71## Screener Survey
72 
73### Purpose
74 
75A screener survey filters applicants so you interview only people who match your target profile. It should take 2-3 minutes to complete and disqualify people who do not fit.
76 
77### Screener Survey Template
78 
79```
80SCREENER SURVEY: [Sprint Name]
81 
82Thank you for your interest in participating in a product feedback session.
83This survey takes about 2 minutes.
84 
851. What is your current job title?
86 [Open text]
87 
882. How many people work at your company?
89 ( ) 1-10
90 ( ) 11-50
91 ( ) 51-200
92 ( ) 201-1000
93 ( ) 1000+
94 
953. Which of the following tools do you currently use? (Select all that apply)
96 [ ] Tool A
97 [ ] Tool B
98 [ ] Tool C
99 [ ] None of the above
100 
1014. How often do you [target behavior]?
102 ( ) Daily
103 ( ) Weekly
104 ( ) Monthly
105 ( ) Rarely
106 ( ) Never
107 
1085. Have you used [your product name] before?
109 ( ) Yes, currently use it
110 ( ) Yes, used it in the past
111 ( ) No, never used it
112 ( ) I have heard of it but never tried it
113 
1146. On a scale of 1-5, how frustrated are you with your current solution for [problem]?
115 ( ) 1 - Not at all frustrated
116 ( ) 2
117 ( ) 3
118 ( ) 4
119 ( ) 5 - Extremely frustrated
120 
1217. Are you available on [Friday date] between [time range] for a 45-minute in-person/video session?
122 ( ) Yes
123 ( ) No
124 
1258. What is the best email address to reach you?
126 [Open text]
127 
1289. What is your phone number? (for scheduling confirmation only)
129 [Open text]
130```
131 
132### Scoring the Screener
133 
134Create a scoring rubric before reviewing responses:
135 
136| Question | Ideal Answer | Points |
137|----------|-------------|--------|
138| Job title | Matches target role | 2 |
139| Company size | Matches target segment | 1 |
140| Tools used | Uses competitor (not your product) | 2 |
141| Behavior frequency | Daily or weekly | 2 |
142| Prior product experience | Never used or heard of it | 2 |
143| Frustration level | 3 or higher | 1 |
144| Availability | Yes | Required (disqualify if no) |
145 
146**Threshold:** Invite participants who score 7+ out of 10.
147 
148## Where to Find Participants
149 
150### B2C Products
151 
152| Channel | Pros | Cons | Cost |
153|---------|------|------|------|
154| Social media ads (Instagram, Facebook) | Fast, targetable | Lower quality, may attract "professional testers" | $50-200 in ad spend |
155| Craigslist / local classifieds | Cheap, fast | Unpredictable quality | Free + incentive |
156| Community groups (Reddit, Discord, Facebook Groups) | Engaged, relevant | May skew toward power users | Free + incentive |
157| Intercept at physical locations (coffee shops, stores) | Real people in natural context | Time-consuming, limited volume | Free + incentive |
158| Customer email list (non-current-users segment) | Pre-qualified interest | May bias toward people already favorable | Free + incentive |
159 
160### B2B Products
161 
162| Channel | Pros | Cons | Cost |
163|---------|------|------|------|
164| LinkedIn outreach | Highly targetable by role and company | Low response rate (5-10%) | Free + incentive |
165| Industry events and meetups | Engaged professionals | Timing dependent | Free + incentive |
166| Professional associations | Quality participants | Slow process | Varies |
167| Recruitment platforms (see below) | Reliable, pre-screened panels | Expensive | $150-300 per participant |
168| Partner introductions | Warm leads, high quality | Favors existing relationships | Free + incentive |
169| Sales team referrals (non-customers) | Know the persona well | May introduce bias | Free + incentive |
170 
171### Recruitment Platforms
172 
173| Platform | Best For | Cost Per Participant | Turnaround |
174|----------|----------|---------------------|------------|
175| UserTesting | Quick unmoderated studies; also supports moderated | $30-100 (unmoderated), $150+ (moderated) | 1-3 days |
176| Respondent.io | B2B and niche audiences | $100-300 (B2B), $50-100 (B2C) | 3-7 days |
177| User Interviews | Broad consumer and B2B panels | $50-150 | 2-5 days |
178| Ethnio | Intercept recruiting from your own website | $50-100 + subscription | 1-7 days |
179| Prolific | Academic-quality panels, diverse demographics | $10-30 | 1-2 days |
180 
181## Incentive Guidelines
182 
183### How Much to Pay
184 
185| Participant Type | Recommended Incentive | Format |
186|-----------------|----------------------|--------|
187| General consumer | $50-75 for 45 minutes | Gift card (Amazon, Visa) |
188| Professional (B2B, mid-level) | $100-150 for 45 minutes | Gift card or direct payment |
189| Senior executive (VP+) | $200-300 for 45 minutes | Donation to charity of choice or gift card |
190| Medical professional | $200-400 for 45 minutes | Direct payment |
191| Hard-to-reach niche | $150-300+ for 45 minutes | Whatever the market demands |
192 
193### Incentive Principles
194 
195- Pay enough to attract quality participants, not so much that people lie on the screener to qualify
196- Pay immediately after the session (do not make them wait for a check in the mail)
197- Digital gift cards are the easiest to distribute
198- For B2B executives, offering a "donation to the charity of your choice" can be more effective than a personal payment
199- Always pay no-shows if they gave 24-hour notice of cancellation (it maintains your reputation)
200 
201## Scheduling Logistics
202 
203### Time Slot Structure
204 
205| Slot | Time | Purpose |
206|------|------|---------|
207| 1 | 9:45 - 10:30 | Interview 1 |
208| Buffer | 10:30 - 11:00 | Team discussion, notes |
209| 2 | 11:00 - 11:45 | Interview 2 |
210| Buffer | 11:45 - 12:15 | Team discussion, notes |
211| 3 | 12:15 - 1:00 | Interview 3 |
212| Lunch | 1:00 - 1:45 | Break |
213| 4 | 1:45 - 2:30 | Interview 4 |
214| Buffer | 2:30 - 3:00 | Team discussion, notes |
215| 5 | 3:00 - 3:45 | Interview 5 |
216| 6 (backup) | 4:00 - 4:45 | Backup slot if a morning participant no-showed |
217 
218### Confirmation Messages
219 
220**Initial invitation email:** Thank the participant for completing the survey. Include the date, time, location (or video link), duration (45 minutes), incentive amount, and a request to confirm by reply.
221 
222**Reminder (2 days before):** Restate date, time, location, duration, and incentive. Include your phone number. Ask them to let you know if they can no longer make it so you can offer their spot to someone else.
223 
224## No-Show Prevention
225 
226### Tactics That Reduce No-Shows
227 
228| Tactic | Impact |
229|--------|--------|
230| Require confirmation reply (not just calendar accept) | High |
231| Send 3 reminders (confirmation, 2-day, morning-of) | High |
232| Include your personal phone number in communications | Medium |
233| Offer to reschedule if they have a conflict | Medium |
234| Over-recruit by 1-2 participants | High (mitigates no-shows) |
235| Ask for their phone number and text the morning of | High |
236| Make the incentive attractive enough | Medium |
237 
238### What to Do When Someone No-Shows
239 
2401. Wait 10 minutes past the scheduled time
2412. Send a text: "Hi [Name], we are ready for you at [location]. Are you on your way?"
2423. If no response after 5 more minutes, move on
2434. Shift the schedule: pull the backup participant into the empty slot
2445. If no backup is available, run 4 interviews instead of 5 (still produces patterns)
245 
246## Diverse Participant Selection
247 
248### Why Diversity Matters
249 
250If all 5 participants are 30-year-old tech workers in San Francisco, you are testing with a narrow slice of your potential customer base. Diverse participants reveal a wider range of reactions, accessibility issues, and cultural considerations.
251 
252### Diversity Dimensions to Consider
253 
254- Age range (not all 25-35)
255- Gender balance
256- Technical proficiency (mix of tech-savvy and less technical)
257- Geographic location (if testing remotely)
258- Company size and industry (for B2B)
259- Accessibility needs (include at least one participant who uses assistive technology, if relevant)
260 
261### Practical Approach
262 
263You only have 5 participants, so you cannot represent every dimension. Pick 2-3 diversity factors that are most relevant to your product and ensure variation across those factors.
264 
265## Legal Considerations
266 
267### Recording Consent
268 
269Before recording any interview:
270 
2711. Inform the participant that the session will be recorded (audio and video)
2722. Explain how the recording will be used (internal review only)
2733. Get verbal consent on camera: "Do I have your permission to record this session?"
2744. If using a written consent form, have them sign before the interview begins
275 
276### Key Legal Points
277 
278- **Consent form:** Cover audio/video recording, internal-only use of recordings, right to stop the session at any time, and guaranteed incentive regardless of completion. Have participants sign before the interview begins.
279- **NDAs:** Use a simple one-page NDA for pre-launch products. Do not require one for public products. If a participant refuses, pay them and do not show the prototype.
280- **Data privacy:** Collect only what is needed, store securely, delete recordings within 30 days, and comply with GDPR/CCPA or relevant local regulations.
281 
282## Recruitment Checklist
283 
284### 3 Weeks Before Sprint
285 
286- [ ] Target participant profile defined
287- [ ] Screener survey written and tested
288- [ ] Recruitment channels identified
289- [ ] Budget approved for incentives and recruitment platform fees
290 
291### 2 Weeks Before Sprint
292 
293- [ ] Screener posted to recruitment channels
294- [ ] Responses are being reviewed daily
295- [ ] Shortlist of candidates created
296 
297### 1 Week Before Sprint
298 
299- [ ] 6 participants confirmed (5 primary + 1 backup)
300- [ ] Calendar invitations sent with all logistics
301- [ ] Consent forms prepared
302- [ ] Incentives purchased (gift cards, etc.)
303 
304### 2 Days Before Sprint
305 
306- [ ] Reminder emails sent to all participants
307- [ ] Backup participant confirmed
308 
309### Friday Morning
310 
311- [ ] Morning-of text messages sent
312- [ ] Interview room set up
313- [ ] Consent forms printed
314- [ ] Incentives ready to distribute
315- [ ] Backup plan in place for no-shows
316 

Discussion