Worksheet: Writing a User Research Participant Screener

Remember: Test your screening questions with team members and revise!

Who do you want to talk to?

What exact criteria will identify the

people you want to talk to?

What screening questions will you

ask? (Questions shouldnt reveal right
answers.)

Who do you want to exclude?

What exact criteria will identify the

people you want to exclude?

What screening questions will you

ask? (Questions shouldnt reveal right
answers.)

This worksheet was created by Michael Margolis, UX Research Partner at Google Ventures.

This worksheet was created by Michael Margolis, UX Research Partner at Google Ventures.

Sample Worksheet Gmail Priority Inbox

Worksheet for Writing a User Research Participant Screener

Who do you want to talk to?

What exact criteria will identify the

people you want to talk to?

What screening questions will you

ask? (Questions shouldnt reveal right
answers.)

Active Gmail users

Get at least 3 emails/day

How many emails did you receive

yesterday? ____

Use Gmail as primary personal acct.

What product do you use for your

primary personal email account? ____

Mix of men and women

3 men, 3 women

Gender: M, F

Who do you want to exclude?

What exact criteria will identify the

people you want to exclude?

What screening questions will you

ask? (Questions shouldnt reveal right
answers.)

Brand new users

Have used product for <6 months

For roughly how long have you used

your primary email account? ____

Minors

<18 yrs old

Age: ___

Unusually technical

Work as eng, UXer, PM

If youre currently working, what is your

occupation? ______

Work for competitors.

Works for Acme or Newco

If youre currently working, who is your

employer? _________

Dont use Gmails web UI

Are only using Gmail mobile or IMAP

On a typical day, where do you read

your email in your primary account? (on
computer, on phone, downloaded or
forwarded to another account, other)

Share their account.

Sharing Gmail acct. with other(s).

Others use same account.

Do you share your primary email

account with anyone else?

This worksheet was created by Michael Margolis, UX Research Partner at Google Ventures.