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Focus Groups: Part 3.1 – Preparing to Recruit Participants

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This article is part 3.1 of 6 in our series on focus groups and is the first step in preparing for recruiting the participants. This first step introduces a participant sign-up form template.

When beginning the recruitment process to form a focus group, it is important to prepare prior to starting the recruitment process. The first preparation step we recommend completing involves having some sort of sign-up form that participants are able to fill out once they agree to join a focus group. Step 3.1 below explains the participant sign-up form, and also includes a downloadable template that can be used.

Check out the previous 2 parts in this series for information on what a focus group is and the value they offer, as well as how to prepare for the focus group prior to starting the recruitment process!

Step 3.1 – Create a Sign-Up Form for Participants

Before starting the recruitment process, it is important to make sure you have prepared all the materials you will need to stay organized and keep track of the participants. We recommend creating a sign-up form that can be filled out by each person who agrees to participate in the focus group session. This sign-up form can then be brought wherever the recruiting happens. The form will be easier to fill out if it is placed on a clipboard or another hard surface for writing, as it is very possible the person recruiting will not be at a table.

On the sign-up form we recommend having space for the participants to write their first name, last name, phone number, and signature. It is not recommended to share the company for which market research is being conducted until the participants arrive at the session, as this may give them time to research the company and form a biased opinion. The only other information to include on the sign-up form would be a title such as “Focus Group for Product Research – Date/Time.”

For more on the recruitment preparation process for Focus Groups, read the next part in our series Step 3.2 – Preparing to Recruit Participants.

Download the Focus Group Participant Sign-Up Form – Template.

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Visit our Resource Library for all available downloads.

If you require assistance with any of the guides, forms or templates, please contact a BIG representative.

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