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Patient experience
Explore reported care journeys and service experiences.
Relevant health experience
Start with the right experience and role.
Separate patient, caregiver and professional audiences so recruitment criteria reflect the research question and agreed responsibilities.
Start with the decision
Research that helps answer a specific question.
Choose the questions that matter to the business, then agree an approach and an audience that can answer them.
Professional perspectives
Understand relevant practice settings and decision involvement.
Communication clarity
Gather feedback on proposed information and service concepts.
Study approaches to discuss
- Patient and caregiver experience
- Professional communication feedback
- Care journey research
- Healthcare service concept studies
Define who can answer
The right experience matters more than a broad label.
These are audience examples for planning. Availability, source permissions and eligibility are reviewed for the actual study.
Patients
Define relevant experience without collecting unnecessary personal records.
Caregivers
Clarify support responsibilities and involvement in care.
Healthcare professionals
Specify specialty, practice setting and relevant responsibilities.
Eligibility & quality
Make the qualification method explicit.
Agree what is self-reported, what the screener will check, and which requirements need additional evidence. Technical risk signals support the configured review process.
Audience definition
Agree experience, role and exclusions before recruitment.
Professional qualification
Scope any additional credential checks explicitly.
Sensitive information
Agree consent, necessary data and handling responsibilities.
Specialist availability and verification methods require confirmation. Do not include medical records or identifiable respondent details in a public enquiry.
Read our survey quality approachAgree the handover
Know what your team will receive.
The proposal defines the work, responsibilities and delivery formats. Sample supply, programming, managed fieldwork and analysis can be scoped separately.
Outputs to include in the proposal
- Agreed recruitment profile and screener
- Specified quota or scheduling plan
- Fieldwork and participation summaries
- Agreed files and review notes
Progress with context
Agree a reporting cadence for qualification, quota movement, source performance, quality reviews and unresolved outcomes.
At close, reconcile accepted completes, documented exclusions and pending client decisions against the agreed rules.
Explore managed fieldworkIllustrative study plan
How this could work in practice.
A planning example, rather than a completed client project or a delivery commitment.
- The question
- Explore barriers in a healthcare service journey.
- The audience
- Participants meeting an agreed experience-based profile.
- The approach
- Review screening, consent and sensitive-data requirements before recruitment.
- The handover
- Deliver specified findings or files with fieldwork notes.
Resolve before launch
A stronger brief makes the next conversation useful.
- Which audience experience is essential?
- Which professional responsibilities matter?
- What verification is required?
- Which handling responsibilities need agreement?
Separate essentials from flexibility.
Use the Audience Fit Planner to record mandatory criteria, possible alternatives and exclusions. Download a draft with open questions for the feasibility discussion.