Project Scope
Summarize study purpose, research questions, target segments, and expected deliverables so all moderators and stakeholders share the same objectives and success criteria.
Using a template reduces setup time, enforces consistent consent and data-handling language, and helps maintain comparable datasets across sessions. When combined with an eSignature-capable workflow, it streamlines participant consent capture and creates an auditable record for compliance and quality assurance.
Teams that run focus groups or manage participant interactions use the template to standardize process and documentation.
The template is helpful to stakeholders who must demonstrate consistent consent, participant screening, and data retention practices.
Summarize study purpose, research questions, target segments, and expected deliverables so all moderators and stakeholders share the same objectives and success criteria.
Provide a timed script with warm-up, main questions, probing prompts, and wrap-up instructions to ensure consistent moderation across sessions and reduce moderator-driven variation.
List main and follow-up questions grouped by topic, include desired probes and acceptable off-topic boundaries to keep conversations comparable across groups.
Screening criteria, eligibility questions, and disqualifiers to ensure recruited respondents match target demographic and behavioral profiles for valid qualitative findings.
Clear informed-consent language covering recording, use of quotes, confidentiality, retention, and data-sharing to satisfy ethical and regulatory obligations.
Session date/time, location or link, technical instructions, moderator and note-taker names, and incentive details so participants have everything needed to attend.
| Field | Configuration |
|---|---|
| Document Upload | Upload final PDF or DOCX version of the template |
| Place Signature Fields | Add signature, initials, date, and checkbox fields for consent |
| Authentication | Use email or SMS code to verify participant identity |
| Notifications | Enable reminders and confirmation receipts to participants |
Confirm chosen platform provides tamper-evident PDFs, exportable audit trails, and configurable retention to meet compliance obligations.
Complete screening at least 7–14 days before session
Send logistics and consent links 48–72 hours before session
Conduct sessions on scheduled date/time; record consent at session start
Attach signed consent to research files immediately after session
Finalize transcripts and theme reports within 2–4 weeks
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |