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Participant Engagement Consultations

Our staff can assist you with all phases of the participant engagement process, including designing a plan, reviewing study ads and flyers, outreaching to potential participants via “honest broker,” and connecting you with co-investigators at other institutions.


  • Participant Engagement Platform (PEP) honest broker services:
    • For Stanford patients identified via STARR:
      • Direct Email, for studies including healthy controls
      • Epic MyChart (Stanford Children’s Health)
      • Epic MyHealth (Stanford Health Care)
      • Postal Mail
    • For Bay Area beyond Stanford
    • Menu of Services and Costs (SUnet required)
  • Review other participant engagement plans and materials, including social media resources
  • Provide community engagement strategies and referrals to Stanford’s Community Advisory Board (CAB) for Clinical Research
  • Facilitate access to Trial Innovation Network (TIN) resources for multi-site studies

Research Participation Program Overview (slide deck)

Best Practices for Recruitment Materials (slide deck)

Watch an introduction to our services:


Now offering "Participation Engagement office hours" 2nd and 4th Fridays at 1PM. Join Zoom

Casual Q&A. Come with your participation recruitment questions! 

Consultation Process

Initial Consultation

The initial consultation is designed to deliver any of the above services. Each consultation is tailored to your research participation needs. An email summary of recommendations and next steps are provided.

Please note: We will request the following items prior to the initial consultation:

  • Study synopsis, inclusion/exclusion criteria
  • Timeline
  • Enrollment goal and status
  • If applicable, recruitment strategies tried and recruitment materials/language
  • Other relevant information, such as compensation

Six-month Follow-up

During this session, we will assess what worked well and what did not in order to make needed adjustments to your participant engagement plan. Please bring along data you’ve collected to track your recruitment efforts.

All consultations are held in-person or virtually via Zoom.

In the News

Stanford Research Participation Program Expands (Stanford Spectrum Newsletter, June 2022)

Study Team Recruitment Efforts Get a Powerful New Ally (Research Office Bulletin, March 2021)

Expanded program helps researchers engage study participants (Research Office Bulletin, November 2019)