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. 2019 Aug 19;10(6):1566–1572. doi: 10.1093/tbm/ibz127

Table 2.

Recruitment and retention strategies and solutions

Recruitment challenge Recruitment solution/strategy
Lack of trust of the researchers and the research process Promotora/CHW to assist with recruit, identify and screen potential participants, schedule appointments, and support data collection
Bilingual, bicultural staff working on the program
Use established community connections to disseminate study materials (e.g., churches to invite congregations)
Do not ask for social security numbers
Lack of insurance Do not use lack of insurance as an exclusion criteria
Use the EASY tool, so that only participants who have new or uncontrolled conditions need to get medical clearance
Working late into life Conduct data collection in the community
Flexible testing times and class times (e.g., early evenings and weekends as possibilities)
Acute and chronic illnesses Flexible testing times (e.g., to make up missed classes due to appointments)
Reliable phone contact Get the name and phone number of three other people who could be contacted
Low literacy makes consent and data collection a lengthy process Adapt consent forms to a lower reading level (e.g., sixth grade level) and have a data collector administer questionnaires interview style
Break up data collection appointments to avoid overwhelming participants in one sitting
Lack of safety (e.g., potential participants who would rely on walking to the intervention site) Advise participants to walk with someone (e.g., another participant)
Use phone app to share real-time location with others/research staff
Retention challenge Retention solution/strategy
Travel to home country (e.g., Mexico) Flexible class times (e.g., to make up missed classes)
Work responsibilities (e.g., changes in work schedules for participants during the study) Flexible class times, including early evening (e.g., to make up missed classes)
Caring for family members (e.g., child care) Involve family members in classes
Acute and chronic illnesses Flexible class times (e.g., to make up missed classes due to appointments)
Transportation problems (e.g., car trouble, too expensive, rely on another participant who can no longer attend) Reimburse travel expenses; provide bus passes
Create a carpool among participants
Religious holidays (e.g., Day of the Virgin of Guadalupe, Christmas days in December) Flexible class times (e.g., to make up missed classes)
Add classes to the end of the program
Lack of safety (e.g., potential participants who would rely on walking to the intervention site) Advise participants to walk with someone (e.g., another participant)
Use phone app to share real-time location with others/research staff
Spanish speakers and bilinguals in the same class Have a bilingual instructor and maintain a comfortable emotional climate for all to feel received
Have classes in Spanish only
Weather Host PA interventions during warmer months
Caregiving Offer childcare during PA interventions
Create intergenerational PA interventions

CHW community health workers; EASY Exercise Assessment and Screening for You; PA physical activity.