Rosenverse

Log in or create a free Rosenverse account to watch this video.

Log in Create free account

100s of community videos are available to free members. Conference talks are generally available to Gold members.

People, not Petri Dishes: Stories from a Research Recruiter

Monday, September 23, 2019 • DesignOps Community
Share the love for this talk
People, not Petri Dishes: Stories from a Research Recruiter
Speakers: Sarit Geertjes
Link:

Summary

Less than a year ago, we opened an in-house participant recruitment service at Atlassian, a 3,000+ employees tech company, for anyone who wanted to do research. During that year, the Research Recruitment team grew to two people and serviced over 150 people who do research. In this talk, I share what our main learnings were, the pitfalls of opening a free-for-all recruitment service, and some of my top participant recruitment tips.

Key Insights

  • Manual recruitment processes with many tools (Qualtrics, spreadsheets, Calendly) quickly become unsustainable as volume scales.

  • Qualtrics is excellent for screener surveys but not designed for end-to-end qualitative recruitment workflows.

  • Offering swag boxes as incentives is as popular as e-gift cards and accommodates participants who cannot accept cash.

  • Treating recruitment as a service can lead to unrealistic expectations about turnaround times and product quality.

  • Involving research leadership is crucial to prioritize requests and maintain research quality by saying no to some.

  • Recruitment needs to be collaborative between researchers and recruiters due to domain expertise and nuances.

  • Moving to a highly supported self-service model empowers researchers and better scales recruitment efforts.

  • Protecting participant PII and managing outreach lists requires careful anonymization and strict data governance.

  • An internal research panel is helpful but not necessary—external vendor panels can suffice depending on the product.

  • Building a participant community and updating consent processes improve engagement and trust over time.

Notable Quotes

"If you want a unicorn ask for a unicorn and so lo and behold Sarita turned out to be a bit of a unicorn."

"Recruitment is a collaboration between you, the researcher, and me, the person doing recruitment."

"It’s not a one-stop shop, this is people we’re dealing with, not Petri dishes."

"Qualtrics is fantastic for quantitative surveys and screener logic but isn’t made for qualitative recruitment workflows."

"We don’t talk about incentives, we talk about thank you gifts to avoid implying participants are employed."

"People started to view recruitment as a service like an IT help desk, expecting fast turnarounds."

"Saying no was really tricky because everyone has a good reason for their research."

"We’re moving to a highly supported self-service model so researchers can recruit themselves with tools and vendors."

"We want participants to feel like part of a community and improve how we share research outcomes with them."

"Protecting PII means anonymizing data when sharing and being careful not to post emails on company-wide pages."

Ask the Rosenbot
Amelia Cole
Data-Prompted Interviews
2021 • QuantQual Interest Group
Dave Malouf
Theme 3: Introduction and Provocation
2024 • DesignOps Summit 2020
Gold
Cornelius Rachieru
Handling Complexity: Framing a Scale of Design
2021 • Design at Scale 2021
Gold
Erin May
Distributed, Democratized, Decentralized: Finding a Research Model to Support Your Org
2022 • Advancing Research 2022
Gold
Jennifer Kong
Journeying toward AI-assisted documentation in healthcare
2024 • Designing with AI 2024
Gold
Daniel Gloyd
Warming the User Experience: Lessons from America's first and most radical human-centered designers
2024 • Rosenfeld Community
Jay Bustamante
Navigating the Ethical Frontier: DesignOps Strategies for Responsible AI Innovation
2023 • DesignOps Summit 2023
Gold
Anna Avrekh
Diversity In and For Design: Building Conscious Diversity in Design and Research
2021 • Design at Scale 2021
Gold
Catherine Blizzard
Using Integrated Insight to Drive Growth
2022 • Advancing Research 2022
Gold
Sam Proulx
Mobile Accessibility: Why Moving Accessibility Beyond the Desktop is Critical in a Mobile-first World
2022 • Civic Design 2022
Gold
Cheryl Platz
Demystifying Multimodal Design: The Design Practice You Didn't Know You're Doing
2024 • Rosenfeld Community
Carla Casariego
DesignOps in Wonderland
2019 • DesignOps Summit 2019
Gold
Lisanne Norman
Why I Left Research
2023 • Advancing Research 2023
Gold
Charlotte Lee
Theme 1 Intro
2021 • Civic Design 2021
Gold
Erin Hauber
Design is Not the Frosting on the Scaled Agile Layer Cake
2019 • DesignOps Summit 2019
Gold
Victor M. Gonzalez
Practicing Learners and Learning Practitioners
2021 • Advancing Research 2021
Gold

More Videos

Daniel Gloyd

"No role exists in isolation, said Fred Rogers, emphasizing interconnectedness beyond the individual."

Daniel Gloyd

Designing From the Inside Out: How Method Acting Can Inspire Design Research

February 12, 2026

Deirdre Hirschtritt

"Without good relationships, you won’t get good data. And without good data, you won’t have good project outcomes."

Deirdre Hirschtritt Cesar Paredes Marie Perrot

Research is Only as Good as the Relationships You Build

November 17, 2022

Benjamin Real

"It was like arriving to your home after a long day and just right to rest but at the same time you know you could not wait to continue working."

Benjamin Real

Maturity Models: A Core Tool for Creating a DesignOps Strategy

October 1, 2021

Max Gadney

"Go beyond climate, look at the personal systems you understand or want to solve to find your career motivation."

Max Gadney Andrea Petrucci Joshua Stehr Hannah Wickes

Assessing UX jobs for impact in climate

August 14, 2024

Lada Gorlenko

"If they can do it, so can I – that’s the takeaway from these transformation stories."

Lada Gorlenko

Theme 1: Intro

January 8, 2024

Feyikemi Akinwolemiwa

"Our research power is our ability to influence change across organizations, not just gather insights."

Feyikemi Akinwolemiwa

Play to innovate: How curiosity and experimentation transform UX

March 11, 2026

Bria Alexander

"Please be sure to make sure you change your conference itinerary to your local time zone."

Bria Alexander

Opening Remarks

March 29, 2023

Llewyn Paine

"If you can’t see a human in a video, how do you know the entire conversation wasn’t fabricated?"

Llewyn Paine

[Demo] Deploying AI doppelgangers to de-identify user research recordings

June 5, 2024

Bria Alexander

"Celebrate progress continuously and use OKRs as a learning process to evolve goals and strategies."

Bria Alexander Benson Low Natalya Pemberton Stephanie Goldthorpe

OKRs—Helpful or Harmful?

January 20, 2022