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participant-operations-hub

participant-operations-hub

github.com/gtmagentsProductivity42868 installsUpdated 30w ago
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About participant-operations-hub

A participant operations skill for research teams coordinating recruitment, screening, scheduling, compliance, and incentives for qualitative or quantitative studies. It provides an end-to-end workflow and templates for communications, while covering privacy and audit records.

Key features

  1. 01Capture recruitment profiles, quotas, and consent needs
  2. 02Screening, manual review, and stakeholder sign-off
  3. 03Scheduling, reminders, backups, and localization support
  4. 04Agreements, data retention, and anonymization workflows
  5. 05Incentives, tax forms, and audit logs
  6. 06Recruiting tracker, email sequences, and fulfillment checklists

Use cases

  1. 01Coordinating participants for qualitative or quantitative studies
  2. 02Managing privacy, NDAs, and incentive tax compliance
  3. 03Centralizing participant communications across projects

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/gtmagents/gtm-agents --skill participant-operations-hub

After installing, type/participant-operations-hubin Claude Code to confirm it loaded.

Details

From the project README

Participant Operations Hub Skill

When to Use

  • Running qualitative or quantitative studies that require participant coordination.
  • Ensuring compliance with privacy, NDAs, and incentive tax regulations.
  • Centralizing communications with participants across multiple projects.

Framework

  1. Recruiting Intake – capture persona, quota, source, incentive, consent requirements.
  2. Screening & Approval – automated screeners, manual reviews, and stakeholder sign-off.
  3. Scheduling & Logistics – calendars, reminders, backups, language/localization support.
  4. Consent & Compliance – template agreements, data retention policy, anonymization workflow.
  5. Incentive Fulfillment – payment processor, W-9 or tax forms, fulfillment SLA, audit log.

Templates

  • Recruiting tracker with status, notes, and consent links.
  • Email sequences for invite, confirmation, reminder, thank-you.
  • Incentive fulfillment checklist + finance handoff doc.

Tips

  • Keep participant PII in a restricted workspace; expose IDs/tags externally.
  • Track over-contact frequency to avoid panel fatigue.
  • Pair with orchestrate-qualitative-lab and launch-quantitative-survey for hands-free logistics.

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