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. Author manuscript; available in PMC: 2015 Apr 1.
Published in final edited form as: Qual Health Res. 2014 Mar 12;24(4):561–574. doi: 10.1177/1049732314524635
Directions: Answer the following questions to decide if you are ready to begin data collection. If you respond “Yes” to all items, you are ready to begin collecting data. However, if you respond “No” to any item, you are not ready to begin collecting data.
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Human Subjects Considerations

Has the final versions of your advertising, consent forms, and research questions been approved by your institution’s Institutional Review Board? Yes No
Do you have a written protocol for addressing risks to study participants that has been approved by your institution’s Institutional Review Board? Yes No
Does your protocol include guidelines for logging and addressing participants’ concerns, including how this information will be communicated to your institution’s Institutional Review Board and to your funder? Yes No
Does your protocol identify conditions and procedures for stopping data collection if there appears to be harm to participants? Yes No
Does your protocol have guidelines for restarting a study if the issue(s) that causes data collection to stop are resolved? Yes No
Are all databases and logs ready to be activated? Yes No
Do you have a current referral list applicable to participants in all geographical areas from which your sample is drawn? Yes No
Have all members of your research team completed human subjects training, per requirements of your institution’s Institutional Review Board? Yes No
If funded by NIH, did you obtain a Certificate of Confidentiality? Yes No

Recruitment Considerations

Do you have a signed contract with the vendor(s) you will rely on to publish your recruitment banner advertisements to send out emails? Yes No
Do you have written documentation from the vendor(s) that your recruitment plan, advertisements, and email content developed by your research team conforms to the vendor(s) marketing and advertising specifications? Yes No
Do you and your vendor(s) have a written plan to monitor participant recruitment, as well as a written contingency recruitment plan if recruitment is slower than desired? Yes No
Do you have adequate money in your budget to cover the costs associated with recruitment, including an estimated 50% cost overrun contingency budget if recruitment takes longer than expected? Yes No
Do you have a written protocol for ending recruitment, including how to remove advertising, respond to inquiries from persons interested in participating in the study, block access to online instruments, and lock the database? Yes No
Do you have a written protocol for processing participant payments? Yes No

Research Instrumentation Considerations

Have you obtained written sign-off from the Principal Investigator, Co-Investigators, and Methodologist for all instruments? Yes No
Have you obtained written sign-off from members of your Community Advisory Board (if applicable)? Yes No
Have online data collection instruments been tested in-house and all identified “bugs” resolved? Yes No
Are all variables names and codes set up to facilitate easy data cleaning and analysis? Yes No
Have you verified that online data are being correctly stored in the study database and on the designated server? Yes No
Have you completed pilot testing? Yes No

Data Collection and Participant Safety Considerations

Do you have a written data collection protocol, including procedures for identifying and removing duplicate participants from the study? Yes No
Have all members of the research team been trained on the data collection protocol? Yes No

Public Relations Considerations

Do you have a written public relations protocol that includes a list of key personnel allowed to interact with media, key messages, and guidelines for using online social networking media (both study-related pages and personal pages of members of the research team)? Yes No
Have all key personnel received a copy of the emergency communication protocol? Yes No