Recruitment for UX Research: Process Documentation

Before UX researchers can talk to real users and gain insights that will influence important decision-making, these representative users, or participants, need to be found. Recruitment is an essential step before data collection can begin. This project examines the recruitment process at a UX research and design agency as they work with external vendors. Through internal interviews and assessment of current resource documents, I identified a need to revise the agency’s recruitment guide and create a vendors’ master list. The updated guide will serve as a living document detailing the key steps and considerations learned from working with external vendors on recruitment. In addition, the vendors’ master list makes it easy to reference past, current, and potential future vendors. These two documents are designed to help streamline the recruitment process and can be used as training materials for new hires.