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Table 3 Retention planning: developing a robust participant-tracking system

From: Retaining participants in community-based health research: a case example on standardized planning and reporting

Study information

Examples of data capture

Participant information

Demographics and study information for mother and child, contact information, assigned field interviewer, status changes (e.g., adoption)

Participant

contacts

Mode (text, phone, email), nature (scheduling, reminder, check-in), content (date, time, contact information), frequency, time since last contact

Study status

Referral status (e.g., ineligible/declined/pending), study status (e.g., “need-to-reach”/re-engaged/withdrawn/completed)

Interviews

Type (in-person or telephone, paper or electronic), timing (within deadlines or not), nature (booked, cancelled, completed, partial, missed)

Honoraria

Gift card tracking and reconciliation

Field interviewers

Schedule and availability, participant case load, data quality checks

Communication

Among field interviewers (masked to group allocation) and onsite team

Progress reports

Monitoring recruitment and retention, generating progress reports

Randomization

Secure treatment group allocation

Retention efforts

Tracking engagement and retention materials, consent for future contact

Retention costs

Staffing hours per retention strategy (e.g., average number, frequency and type of contacts, interview mode)