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Audience and sourcing
Specify countries, experience, must-have criteria, exclusions, quotas and permitted sources. Separate self-reported screening from any additional validation method. Record feasibility assumptions and approved flexibility.
Before, during and after fieldwork
Make the quality plan specific enough to use.
A useful checklist connects each requirement with an owner, an available check and a decision route. Use these questions when agreeing a study; a completed checklist is a planning record rather than a certification or guarantee.
01 / Research Quality Checklist
Before launch: agree what a valid response means.
Resolve the rules before respondents enter, including what happens when evidence is missing or an outcome is disputed.
Survey and returns
Test language, devices, routing and all agreed end paths. Confirm participant identifiers, outcome definitions, estimated LOI and responsibilities for client-hosted survey changes.
Controls and decisions
Identify the configured controls, their availability and the permitted monitor, review or block actions. Agree who can investigate, approve exceptions and confirm accepted completes.
02 / Research Quality Checklist
During fieldwork: investigate movement in context.
Review patterns across sources and outcomes rather than treating every unusual observation as the same problem.
Separate progress states
Keep starts, qualification, provisional returns, held reviews and accepted results distinct. Give unresolved callbacks, quota pressure and source changes a clear owner and next action.
Read evidence fairly
An unavailable browser signal is not a clean pass or proof of fraud. Shared networks and changing mobile connections need context. Estimated LOI is not a universal minimum completion time.
Review material changes
Discuss revised eligibility, quotas, sources or survey requirements before they affect recruitment. Record the reason, expected effect and authorised decision in the project working record.
03 / Research Quality Checklist
At handover: make acceptance understandable.
Reconcile platform outcomes with client validation and the agreed delivery definition.
Document the final position
Confirm accepted completes, exclusions, corrections and unresolved cases. Specify response files, coding or analysis outputs, quality notes and any commercial adjustment within the agreed scope.
Keep the review usable
Record the basis for material decisions and the contacts responsible for outstanding questions. Agree the relevant retention, access and follow-up arrangements for the project.
Study review worksheet
Make the planning conversation concrete.
Record what your team has considered and what still needs discussion. Prepare a worksheet to copy into an enquiry or download for a project meeting.
These are your planning notes. A selection does not establish that a live check passed, that a study is ready to launch, or that a requirement has been approved.
Use study-level information, without respondent personal details. Entries remain in this page until you choose to copy or download them. Refreshing or leaving the page clears them.
Continue with context
Connect the information with your actual study.
Share your audience, markets, method, target completes, LOI and timing. We can discuss practical options, assumptions, responsibilities and the handover your team needs.