How to recruit participants for your engagement process

There is not a one size fits all approach to recruitment. Deciding on your recruitment approach, just like deciding on your method, should be based on the purpose, aims and scope of your engagement.

It is critically important to select the right recruitment approach for the overall design of your engagement, and to carefully plan the process to ensure that your recruitment is equitable and fair and provides you with public participants that will help you meet the aims of your engagement.

You should have a good idea of your recruitment approach at the commissioning stage and the details refined during your planning stage.

Selecting Your Recruitment Approach

Who do you want to hear from?

A reflective sample

Use this when you want to hear from a set of people who together closely reflect the local population. Approaches include: recruitment by Sortition and recruitment by Market Research.

A diverse group of people

Use this when you want to hear from a diverse range of people but it’s not important that they closely reflect the local population.  Approaches include: recruitment by Market Research, recruitment by civil society groups, targeted recruitment.

A specific group of people

Use this when you want to hear from a specific group(s) of people. Approaches include: recruitment by Market Research, recruitment by civil society groups, targeted recruitment.

A self-selecting group of people

Use this when you want the opportunity to take part to be open to everyone, and you are willing to monitor representation and carry out additional engagement with groups that are underrepresented. Approaches include: recruitment by civil society groups, targeted recruitment and open recruitment.

Recuritment approaches

Below are various types of recruitment approaches, such as Sortition, Market Research, Civil Society Groups and Targeted Recruitment.

There are a number of considerations and actions to take around recruitment. These are set out in the order that they should be considered and planned for with links to further guidance pages and resources.

Decide your recruitment approach

It is useful at this stage to also decide on the number of participants for your process as this will affect the planning stage.

Plan timelines and actions

Together with the recruiter or partner organisations, plan your timeline and actions, working backwards from when your engagement will happen and including sufficient time for participant onboarding.

Define your inclusion and exclusion criteria

Work with your recruiter or partner organisation to define the criteria for including or excluding potential participants. This needs to be decided before recruitment starts and should be clearly communicated with all prospective participants.

📩 Read some inclusion and exclusion criteria here.

Create your invite materials, accounting for accessibility

This should include your ‘calling question’ — the overarching question that will ‘hook’ potential participants into the process and will feature prominently on invitation materials, information on why the engagement is happening, who is involved, expectations of participants, gift of thanks, and support to attend. Work with your team to ensure this question is accessible and engaging. 

Review your invitation materials for accessibility of language and appearance. Consider whether alternative formats and languages are required.

📩 You can download an invitation materials checklist here.

Decide your recruitment criteria

If you are recruiting against a set of criteria, for instance to get a reflective sample of the local population, you need to define the criteria and datasets you will measure against. This can be a mix of demographic, location and attitudinal questions.

📩 You can download a list of general criteria and why it’s important here.

Carry out your recruitment

As per your recruitment plan and timelines, conduct your recruitment. The exact steps for this stage will depend on your recruitment approach

Onboarding

Once you’ve recruited your participants you should carry out a process of onboarding. This is a really important stage in your engagement process where you build relationships with your participants, share information about the process, and support with access requirements.

You can view our onboarding page here.