Goal templates — Patient Recruitment & Education — P1

Patient Recruitment & Education · Patient Recruitment & Education · P1 — Entry-Level Professional

These are canon-derived frames, not advice: every line is either verbatim JobFrame canon text or a fixed template wrapping it. ⟨target⟩ / ⟨baseline⟩ / ⟨date⟩ are placeholders for the manager to fill in. Nothing here is generated by AI — rows are omitted, never invented, when the canon lacks the underlying field.

SMART goals

One row per canon core output / responsibility this level owns.

JFM responsibility (P1)

Operates under close supervision to telephone pre-screen inbound and outbound volunteers using study-specific scripts, escalating any ambiguous eligibility questions to supervising staff

Specific: Deliver: "Operates under close supervision to telephone pre-screen inbound and outbound volunteers using study-specific scripts, escalating any ambiguous eligibility questions to supervising staff"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Handles routine pre-screening with standard answers; escalates ambiguous eligibility or volunteer questions to supervising staff."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P1 — Entry-Level Professional.
Time-bound: ⟨date⟩

JFM responsibility (P1)

Assists with recruitment programs and campaigns through data entry, administrative tasks, and proactive outreach follow-through to convert leads to scheduled visits

Specific: Deliver: "Assists with recruitment programs and campaigns through data entry, administrative tasks, and proactive outreach follow-through to convert leads to scheduled visits"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Handles routine pre-screening with standard answers; escalates ambiguous eligibility or volunteer questions to supervising staff."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P1 — Entry-Level Professional.
Time-bound: ⟨date⟩

JFM responsibility (P1)

Pre-identifies appropriate volunteers in the CTMS by reviewing documented medical history, current medications, and study history against inclusion/exclusion criteria

Specific: Deliver: "Pre-identifies appropriate volunteers in the CTMS by reviewing documented medical history, current medications, and study history against inclusion/exclusion criteria"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Handles routine pre-screening with standard answers; escalates ambiguous eligibility or volunteer questions to supervising staff."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P1 — Entry-Level Professional.
Time-bound: ⟨date⟩

JFM responsibility (P1)

Familiarizes with each enrolling trial's purpose, screening scripts, enrollment goals/timelines, and scheduling procedures; uses medical terminology to review patient histories

Specific: Deliver: "Familiarizes with each enrolling trial's purpose, screening scripts, enrollment goals/timelines, and scheduling procedures; uses medical terminology to review patient histories"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Handles routine pre-screening with standard answers; escalates ambiguous eligibility or volunteer questions to supervising staff."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P1 — Entry-Level Professional.
Time-bound: ⟨date⟩

JFM responsibility (P1)

Conducts bilingual (commonly Spanish) patient-facing pre-screen calls where required, following prepared scripts

Specific: Deliver: "Conducts bilingual (commonly Spanish) patient-facing pre-screen calls where required, following prepared scripts"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Handles routine pre-screening with standard answers; escalates ambiguous eligibility or volunteer questions to supervising staff."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P1 — Entry-Level Professional.
Time-bound: ⟨date⟩

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1. Operates under close supervision to telephone pre-screen inbound and outbound volunteers using study-specific scripts, escalating any ambiguous eligibility questions to supervising staff  [source: JFM responsibility (P1)]
   Specific:    Deliver: "Operates under close supervision to telephone pre-screen inbound and outbound volunteers using study-specific scripts, escalating any ambiguous eligibility questions to supervising staff"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Handles routine pre-screening with standard answers; escalates ambiguous eligibility or volunteer questions to supervising staff."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P1 — Entry-Level Professional.
   Time-bound:  ⟨date⟩

2. Assists with recruitment programs and campaigns through data entry, administrative tasks, and proactive outreach follow-through to convert leads to scheduled visits  [source: JFM responsibility (P1)]
   Specific:    Deliver: "Assists with recruitment programs and campaigns through data entry, administrative tasks, and proactive outreach follow-through to convert leads to scheduled visits"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Handles routine pre-screening with standard answers; escalates ambiguous eligibility or volunteer questions to supervising staff."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P1 — Entry-Level Professional.
   Time-bound:  ⟨date⟩

3. Pre-identifies appropriate volunteers in the CTMS by reviewing documented medical history, current medications, and study history against inclusion/exclusion criteria  [source: JFM responsibility (P1)]
   Specific:    Deliver: "Pre-identifies appropriate volunteers in the CTMS by reviewing documented medical history, current medications, and study history against inclusion/exclusion criteria"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Handles routine pre-screening with standard answers; escalates ambiguous eligibility or volunteer questions to supervising staff."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P1 — Entry-Level Professional.
   Time-bound:  ⟨date⟩

4. Familiarizes with each enrolling trial's purpose, screening scripts, enrollment goals/timelines, and scheduling procedures; uses medical terminology to review patient histories  [source: JFM responsibility (P1)]
   Specific:    Deliver: "Familiarizes with each enrolling trial's purpose, screening scripts, enrollment goals/timelines, and scheduling procedures; uses medical terminology to review patient histories"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Handles routine pre-screening with standard answers; escalates ambiguous eligibility or volunteer questions to supervising staff."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P1 — Entry-Level Professional.
   Time-bound:  ⟨date⟩

5. Conducts bilingual (commonly Spanish) patient-facing pre-screen calls where required, following prepared scripts  [source: JFM responsibility (P1)]
   Specific:    Deliver: "Conducts bilingual (commonly Spanish) patient-facing pre-screen calls where required, following prepared scripts"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Handles routine pre-screening with standard answers; escalates ambiguous eligibility or volunteer questions to supervising staff."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P1 — Entry-Level Professional.
   Time-bound:  ⟨date⟩

OKRs

Objectives from this level's core outputs; key results only where a real dimension or capability backs them.

JFM responsibility (P1)

Operates under close supervision to telephone pre-screen inbound and outbound volunteers using study-specific scripts, escalating any ambiguous eligibility questions to supervising staff

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Operates under close supervision to telephone pre-screen inbound and outbound volunteers using study-specific scripts, escalating any ambiguous eligibility questions to supervising staff"
Evidence at this level's scope bar: "Own tasks within a defined component" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P1)

Assists with recruitment programs and campaigns through data entry, administrative tasks, and proactive outreach follow-through to convert leads to scheduled visits

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Assists with recruitment programs and campaigns through data entry, administrative tasks, and proactive outreach follow-through to convert leads to scheduled visits"
Evidence at this level's autonomy bar: "Close supervision; work reviewed frequently" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P1)

Pre-identifies appropriate volunteers in the CTMS by reviewing documented medical history, current medications, and study history against inclusion/exclusion criteria

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Pre-identifies appropriate volunteers in the CTMS by reviewing documented medical history, current medications, and study history against inclusion/exclusion criteria"
Evidence at this level's complexity bar: "Routine problems with known solutions" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P1)

Familiarizes with each enrolling trial's purpose, screening scripts, enrollment goals/timelines, and scheduling procedures; uses medical terminology to review patient histories

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Familiarizes with each enrolling trial's purpose, screening scripts, enrollment goals/timelines, and scheduling procedures; uses medical terminology to review patient histories"
Evidence at this level's impact bar: "Own deliverables" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P1)

Conducts bilingual (commonly Spanish) patient-facing pre-screen calls where required, following prepared scripts

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Conducts bilingual (commonly Spanish) patient-facing pre-screen calls where required, following prepared scripts"
Evidence at this level's decision rights bar: "Few independent decisions; escalates the rest" — ⟨target⟩ by ⟨date⟩

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Objective 1: Operates under close supervision to telephone pre-screen inbound and outbound volunteers using study-specific scripts, escalating any ambiguous eligibility questions to supervising staff  [source: JFM responsibility (P1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Operates under close supervision to telephone pre-screen inbound and outbound volunteers using study-specific scripts, escalating any ambiguous eligibility questions to supervising staff"
  KR2. Evidence at this level's scope bar: "Own tasks within a defined component" — ⟨target⟩ by ⟨date⟩

Objective 2: Assists with recruitment programs and campaigns through data entry, administrative tasks, and proactive outreach follow-through to convert leads to scheduled visits  [source: JFM responsibility (P1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Assists with recruitment programs and campaigns through data entry, administrative tasks, and proactive outreach follow-through to convert leads to scheduled visits"
  KR2. Evidence at this level's autonomy bar: "Close supervision; work reviewed frequently" — ⟨target⟩ by ⟨date⟩

Objective 3: Pre-identifies appropriate volunteers in the CTMS by reviewing documented medical history, current medications, and study history against inclusion/exclusion criteria  [source: JFM responsibility (P1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Pre-identifies appropriate volunteers in the CTMS by reviewing documented medical history, current medications, and study history against inclusion/exclusion criteria"
  KR2. Evidence at this level's complexity bar: "Routine problems with known solutions" — ⟨target⟩ by ⟨date⟩

Objective 4: Familiarizes with each enrolling trial's purpose, screening scripts, enrollment goals/timelines, and scheduling procedures; uses medical terminology to review patient histories  [source: JFM responsibility (P1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Familiarizes with each enrolling trial's purpose, screening scripts, enrollment goals/timelines, and scheduling procedures; uses medical terminology to review patient histories"
  KR2. Evidence at this level's impact bar: "Own deliverables" — ⟨target⟩ by ⟨date⟩

Objective 5: Conducts bilingual (commonly Spanish) patient-facing pre-screen calls where required, following prepared scripts  [source: JFM responsibility (P1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Conducts bilingual (commonly Spanish) patient-facing pre-screen calls where required, following prepared scripts"
  KR2. Evidence at this level's decision rights bar: "Few independent decisions; escalates the rest" — ⟨target⟩ by ⟨date⟩

MBO areas

Key result areas from this level's responsibilities, each with a standard grounded in the canon leveling rubric where one exists.

Area	Standard	Target	Due
Operates under close supervision to telephone pre-screen inbound and outbound volunteers using study-specific scripts, escalating any ambiguous eligibility questions to supervising staff	Consistent with this level's jfm knowledge-application rubric: "Applies study-specific scripts and basic eligibility criteria to pre-screen volunteers and navigate the CTMS; developing knowledge of medical terminology and GCP basics."	⟨target⟩	⟨date⟩
Assists with recruitment programs and campaigns through data entry, administrative tasks, and proactive outreach follow-through to convert leads to scheduled visits	Consistent with this level's jfm knowledge-application rubric: "Applies study-specific scripts and basic eligibility criteria to pre-screen volunteers and navigate the CTMS; developing knowledge of medical terminology and GCP basics."	⟨target⟩	⟨date⟩
Pre-identifies appropriate volunteers in the CTMS by reviewing documented medical history, current medications, and study history against inclusion/exclusion criteria	Consistent with this level's jfm knowledge-application rubric: "Applies study-specific scripts and basic eligibility criteria to pre-screen volunteers and navigate the CTMS; developing knowledge of medical terminology and GCP basics."	⟨target⟩	⟨date⟩
Familiarizes with each enrolling trial's purpose, screening scripts, enrollment goals/timelines, and scheduling procedures; uses medical terminology to review patient histories	Consistent with this level's jfm knowledge-application rubric: "Applies study-specific scripts and basic eligibility criteria to pre-screen volunteers and navigate the CTMS; developing knowledge of medical terminology and GCP basics."	⟨target⟩	⟨date⟩
Conducts bilingual (commonly Spanish) patient-facing pre-screen calls where required, following prepared scripts	Consistent with this level's jfm knowledge-application rubric: "Applies study-specific scripts and basic eligibility criteria to pre-screen volunteers and navigate the CTMS; developing knowledge of medical terminology and GCP basics."	⟨target⟩	⟨date⟩

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1. Area: Operates under close supervision to telephone pre-screen inbound and outbound volunteers using study-specific scripts, escalating any ambiguous eligibility questions to supervising staff  [source: JFM responsibility (P1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies study-specific scripts and basic eligibility criteria to pre-screen volunteers and navigate the CTMS; developing knowledge of medical terminology and GCP basics."
   Target:   ⟨target⟩   Due: ⟨date⟩

2. Area: Assists with recruitment programs and campaigns through data entry, administrative tasks, and proactive outreach follow-through to convert leads to scheduled visits  [source: JFM responsibility (P1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies study-specific scripts and basic eligibility criteria to pre-screen volunteers and navigate the CTMS; developing knowledge of medical terminology and GCP basics."
   Target:   ⟨target⟩   Due: ⟨date⟩

3. Area: Pre-identifies appropriate volunteers in the CTMS by reviewing documented medical history, current medications, and study history against inclusion/exclusion criteria  [source: JFM responsibility (P1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies study-specific scripts and basic eligibility criteria to pre-screen volunteers and navigate the CTMS; developing knowledge of medical terminology and GCP basics."
   Target:   ⟨target⟩   Due: ⟨date⟩

4. Area: Familiarizes with each enrolling trial's purpose, screening scripts, enrollment goals/timelines, and scheduling procedures; uses medical terminology to review patient histories  [source: JFM responsibility (P1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies study-specific scripts and basic eligibility criteria to pre-screen volunteers and navigate the CTMS; developing knowledge of medical terminology and GCP basics."
   Target:   ⟨target⟩   Due: ⟨date⟩

5. Area: Conducts bilingual (commonly Spanish) patient-facing pre-screen calls where required, following prepared scripts  [source: JFM responsibility (P1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies study-specific scripts and basic eligibility criteria to pre-screen volunteers and navigate the CTMS; developing knowledge of medical terminology and GCP basics."
   Target:   ⟨target⟩   Due: ⟨date⟩

Scorecard

Only perspectives with real canon backing are shown — no Financial or Customer perspective, since nothing in the canon grounds business-financial or customer measures for a role alone.

Internal process

"Operates under close supervision to telephone pre-screen inbound and outbound volunteers using study-specific scripts, escalating any ambiguous eligibility questions to supervising staff"→ ⟨target⟩ by ⟨date⟩
"Assists with recruitment programs and campaigns through data entry, administrative tasks, and proactive outreach follow-through to convert leads to scheduled visits"→ ⟨target⟩ by ⟨date⟩
"Pre-identifies appropriate volunteers in the CTMS by reviewing documented medical history, current medications, and study history against inclusion/exclusion criteria"→ ⟨target⟩ by ⟨date⟩
"Familiarizes with each enrolling trial's purpose, screening scripts, enrollment goals/timelines, and scheduling procedures; uses medical terminology to review patient histories"→ ⟨target⟩ by ⟨date⟩
"Conducts bilingual (commonly Spanish) patient-facing pre-screen calls where required, following prepared scripts"→ ⟨target⟩ by ⟨date⟩

Role calibration

Meets the scope bar: "Own tasks within a defined component"→ ⟨target⟩ by ⟨date⟩
Meets the autonomy bar: "Close supervision; work reviewed frequently"→ ⟨target⟩ by ⟨date⟩
Meets the complexity bar: "Routine problems with known solutions"→ ⟨target⟩ by ⟨date⟩
Meets the impact bar: "Own deliverables"→ ⟨target⟩ by ⟨date⟩
Meets the decision rights bar: "Few independent decisions; escalates the rest"→ ⟨target⟩ by ⟨date⟩
Meets the leadership bar: "None — building the craft"→ ⟨target⟩ by ⟨date⟩

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Internal process
  - "Operates under close supervision to telephone pre-screen inbound and outbound volunteers using study-specific scripts, escalating any ambiguous eligibility questions to supervising staff"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P1)]
  - "Assists with recruitment programs and campaigns through data entry, administrative tasks, and proactive outreach follow-through to convert leads to scheduled visits"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P1)]
  - "Pre-identifies appropriate volunteers in the CTMS by reviewing documented medical history, current medications, and study history against inclusion/exclusion criteria"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P1)]
  - "Familiarizes with each enrolling trial's purpose, screening scripts, enrollment goals/timelines, and scheduling procedures; uses medical terminology to review patient histories"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P1)]
  - "Conducts bilingual (commonly Spanish) patient-facing pre-screen calls where required, following prepared scripts"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P1)]

Role calibration
  - Meets the scope bar: "Own tasks within a defined component"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Scope)]
  - Meets the autonomy bar: "Close supervision; work reviewed frequently"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Autonomy)]
  - Meets the complexity bar: "Routine problems with known solutions"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Complexity)]
  - Meets the impact bar: "Own deliverables"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Impact)]
  - Meets the decision rights bar: "Few independent decisions; escalates the rest"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Decision rights)]
  - Meets the leadership bar: "None — building the craft"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Leadership)]