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  • Writer's pictureYVAN LAMOUREUX

Crafting a Protocol Recruitment Profile

Unveiling Personas for Diverse Endeavours

Creating an effective protocol recruitment profile is a cornerstone of successful clinical research. This profile serves as a compass guiding your recruitment strategy, helping you pinpoint the right participants for your study. To construct a robust recruitment profile, it's crucial to ask the right questions and understand the unique needs of your research. In this article, we'll explore key questions to develop a protocol recruitment profile and present three hypothetical personas representing vastly different endeavours in clinical research.

Key Questions to Develop a Protocol Recruitment Profile

  1. What is the Research Objective? 

  2. What is the Target Population?  Define the characteristics of the participants you need. Consider age, gender, medical history, and any other relevant demographics. This step ensures you're seeking individuals who fit the study's criteria.

  3. What Are the Inclusion and Exclusion Criteria?  Clearly outline the criteria determining who can participate (inclusion) and who cannot (exclusion). These criteria may include medical conditions, medications, lifestyle factors, or other variables.

  4. What Is the Recruitment Timeline?  Establish a realistic timeline for recruitment. Consider when your study will start, how long it will run, and any deadlines for reaching specific participant milestones.

  5. What Recruitment Methods Will Be Used?  Determine the channels and methods you'll employ to reach potential participants. Will you use online advertising, healthcare providers, community outreach, or a combination of approaches?

  6. What Are the Participant Benefits and Incentives?  Clarify what participants will gain from taking part in the study. Are there potential health benefits, access to cutting-edge treatments, or financial incentives?

  7. How Will You Address Ethical Considerations?  Ensure your recruitment strategy adheres to ethical guidelines. Will you obtain informed consent, protect participant privacy, and maintain transparency throughout the process?

  8. What Are the Geographical Considerations?  Evaluate whether your research requires a specific geographical location. Some studies may demand participants from diverse regions, while others can be conducted remotely.


Now, let's explore three hypothetical personas representing distinct clinical research endeavours:

Persona 1: Sarah - Alzheimer's Disease Research Advocate

Endeavour: Investigating a New Alzheimer's Treatment

  • Research Objective: To evaluate the effectiveness of a novel Alzheimer's disease treatment.

  • Target Population: Individuals aged 60 and above with a diagnosis of mild to moderate Alzheimer's disease.

  • Inclusion Criteria: Participants must have a confirmed Alzheimer's diagnosis, be willing to attend regular clinic visits, and not be on any other experimental Alzheimer's treatments.

  • Exclusion Criteria: Individuals with severe cognitive impairment, uncontrolled medical conditions, or known allergies to study medications.

  • Recruitment Timeline: The study will run for two years, with a goal of recruiting 300 participants within the first year.

  • Recruitment Methods: Utilize Alzheimer's disease patient support groups, partner with neurologists and geriatricians, and advertise in senior community centers.

  • Participant Benefits: Participants will receive free medical evaluations, access to cutting-edge treatment, and financial compensation for their time and travel expenses.

  • Ethical Considerations: Obtain informed consent from participants or their legal guardians, ensure data privacy, and provide ongoing communication about the study's progress.

  • Geographical Considerations: Participants can be recruited from various regions since the study includes remote monitoring.

Persona 2:

David - Pediatric Vaccine Research Enthusiast

Endeavour: Investigating the Efficacy of a New Pediatric Vaccine

  • Research Objective: To assess the safety and efficacy of a novel pediatric vaccine.

  • Target Population: Children aged 6 months to 5 years.

  • Inclusion Criteria: Children within the specified age range, without contraindications to vaccines, and whose parents or guardians provide informed consent.

  • Exclusion Criteria: Children with severe allergies to vaccine components or underlying medical conditions that contraindicate vaccination.

  • Recruitment Timeline: The study is set to run for three years, with a goal of enrolling 1,000 participants within the first 18 months.

  • Recruitment Methods: Collaborate with pediatric clinics, use social media advertising targeting parents, and engage in educational outreach at local schools.

  • Participant Benefits: Participants will receive free vaccines, regular health check-ups, and a stipend to cover travel expenses.

  • Ethical Considerations: Prioritize informed consent from parents or legal guardians, ensure vaccine safety, and maintain transparency about the study's objectives.

  • Geographical Considerations: Recruitment efforts will be localized, primarily within regions surrounding participating clinics.


Persona 3: James - Rare Disease Research Advocate

Endeavour: Investigating a Treatment for a Rare Genetic Disorder

  • Research Objective: To evaluate the efficacy of a potential treatment for a rare genetic disorder.

  • Target Population: Individuals of all ages diagnosed with the specific rare genetic disorder.

  • Inclusion Criteria: Participants must have a confirmed diagnosis of the rare genetic disorder, be willing to undergo genetic testing, and have not previously participated in a clinical trial for the disorder.

  • Exclusion Criteria: Individuals with severe comorbid conditions that may interfere with the study's outcomes.

  • Recruitment Timeline: The study has a flexible timeline due to the rarity of the condition, with a target of enrolling 50 participants over two years.

  • Recruitment Methods: Collaborate with genetic testing laboratories, engage rare disease patient advocacy groups, and utilize online platforms dedicated to rare diseases.

  • Participant Benefits: Participants will receive free genetic testing, access to the experimental treatment, and financial compensation for their participation.

  • Ethical Considerations: Obtain informed consent, protect participant privacy, and collaborate closely with rare disease advocacy groups to ensure ethical conduct.

  • Geographical Considerations: Recruitment efforts will be global, given the rarity of the disorder, with a focus on regions where the condition is prevalent.

Developing a protocol recruitment profile is a critical step in conducting successful clinical research. By asking key questions and tailoring your recruitment strategy to the unique needs of your study, you can effectively identify and engage participants. The three hypothetical personas presented here illustrate how these profiles can vary significantly depending on the nature of the research endeavour, highlighting the importance of customization and careful planning in clinical research recruitment.


Author: Yvan Lamoureux Principal/CEO




This blog is not intended to provide specific advice or opinions regarding the topic(s) discussed above. If you have inquiries about your specific situation, please consult with  Researchmetrix's marketing experts.



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