Write the Screening Questionnaire

The screening questionnaire is the means for qualifying and selecting participants to participate in the test. Its content is typically obtained from the characteristics, requirements, and classifiers that you included in the user profile and test plan. The questionnaire is usually presented over the phone, although you can also give it to potential participants by email or in a web-based questionnaire. If you will be using a colleague, an outside consultant, or an agency to help you recruit participants, the screening questionnaire is your primary way of describing the people you need in an unambiguous format. While some agencies will develop their own screeners based on information you provide, you must revieiv their questionnaires before they begin using
them, to ensure that your instructions have been understood
A screening questionnaire can be extremely simple or quite involved, depending on the variability and background of the potential participants of the product Either way, developing the screening questionnaire exposes
- Review the profile to understand users' backgrounds.
■ Identify specific selection criteria.
■ Formulate screening questions.
■ Organize the questions in a specific order.
- Develop a format for easy flow through the questionnaire.
■ Test the questionnaire and revise it.
■ Consider creating an "answer sheet."