Goal templates — Patient Recruitment & Education — P2

Patient Recruitment & Education · Patient Recruitment & Education · P2 — Developing 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 (P2)

Works with general instruction to recruit and pre-screen potential study volunteers across sites against protocol eligibility criteria, with routine independence

Specific: Deliver: "Works with general instruction to recruit and pre-screen potential study volunteers across sites against protocol eligibility criteria, with routine independence"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment to screen and recruit against protocol criteria and tailors education to participant comprehension; resolves routine recruitment obstacles within defined procedures."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P2 — Developing Professional.
Time-bound: ⟨date⟩

JFM responsibility (P2)

Explains study protocols, procedures, and treatments to patients and families, and educates participants on their role, procedures, risks, and benefits

Specific: Deliver: "Explains study protocols, procedures, and treatments to patients and families, and educates participants on their role, procedures, risks, and benefits"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment to screen and recruit against protocol criteria and tailors education to participant comprehension; resolves routine recruitment obstacles within defined procedures."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P2 — Developing Professional.
Time-bound: ⟨date⟩

JFM responsibility (P2)

Conducts the informed consent process in conjunction with study investigators, delivering eConsent (e.g., Medable) and ensuring participants understand involvement is voluntary and that they can withdraw at any time

Specific: Deliver: "Conducts the informed consent process in conjunction with study investigators, delivering eConsent (e.g., Medable) and ensuring participants understand involvement is voluntary and that they can withdraw at any time"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment to screen and recruit against protocol criteria and tailors education to participant comprehension; resolves routine recruitment obstacles within defined procedures."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P2 — Developing Professional.
Time-bound: ⟨date⟩

JFM responsibility (P2)

Designs and runs recruitment campaigns using social media, targeted email, and traditional advertising, and manages assigned sites to meet targeted enrollment goals

Specific: Deliver: "Designs and runs recruitment campaigns using social media, targeted email, and traditional advertising, and manages assigned sites to meet targeted enrollment goals"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment to screen and recruit against protocol criteria and tailors education to participant comprehension; resolves routine recruitment obstacles within defined procedures."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P2 — Developing Professional.
Time-bound: ⟨date⟩

JFM responsibility (P2)

Records screening and enrollment data in the CTMS and EDC, and sources candidates via recruitment partner platforms (e.g., SubjectWell)

Specific: Deliver: "Records screening and enrollment data in the CTMS and EDC, and sources candidates via recruitment partner platforms (e.g., SubjectWell)"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment to screen and recruit against protocol criteria and tailors education to participant comprehension; resolves routine recruitment obstacles within defined procedures."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P2 — Developing Professional.
Time-bound: ⟨date⟩

Copy / print as textshow ▾

1. Works with general instruction to recruit and pre-screen potential study volunteers across sites against protocol eligibility criteria, with routine independence  [source: JFM responsibility (P2)]
   Specific:    Deliver: "Works with general instruction to recruit and pre-screen potential study volunteers across sites against protocol eligibility criteria, with routine independence"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment to screen and recruit against protocol criteria and tailors education to participant comprehension; resolves routine recruitment obstacles within defined procedures."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P2 — Developing Professional.
   Time-bound:  ⟨date⟩

2. Explains study protocols, procedures, and treatments to patients and families, and educates participants on their role, procedures, risks, and benefits  [source: JFM responsibility (P2)]
   Specific:    Deliver: "Explains study protocols, procedures, and treatments to patients and families, and educates participants on their role, procedures, risks, and benefits"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment to screen and recruit against protocol criteria and tailors education to participant comprehension; resolves routine recruitment obstacles within defined procedures."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P2 — Developing Professional.
   Time-bound:  ⟨date⟩

3. Conducts the informed consent process in conjunction with study investigators, delivering eConsent (e.g., Medable) and ensuring participants understand involvement is voluntary and that they can withdraw at any time  [source: JFM responsibility (P2)]
   Specific:    Deliver: "Conducts the informed consent process in conjunction with study investigators, delivering eConsent (e.g., Medable) and ensuring participants understand involvement is voluntary and that they can withdraw at any time"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment to screen and recruit against protocol criteria and tailors education to participant comprehension; resolves routine recruitment obstacles within defined procedures."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P2 — Developing Professional.
   Time-bound:  ⟨date⟩

4. Designs and runs recruitment campaigns using social media, targeted email, and traditional advertising, and manages assigned sites to meet targeted enrollment goals  [source: JFM responsibility (P2)]
   Specific:    Deliver: "Designs and runs recruitment campaigns using social media, targeted email, and traditional advertising, and manages assigned sites to meet targeted enrollment goals"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment to screen and recruit against protocol criteria and tailors education to participant comprehension; resolves routine recruitment obstacles within defined procedures."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P2 — Developing Professional.
   Time-bound:  ⟨date⟩

5. Records screening and enrollment data in the CTMS and EDC, and sources candidates via recruitment partner platforms (e.g., SubjectWell)  [source: JFM responsibility (P2)]
   Specific:    Deliver: "Records screening and enrollment data in the CTMS and EDC, and sources candidates via recruitment partner platforms (e.g., SubjectWell)"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment to screen and recruit against protocol criteria and tailors education to participant comprehension; resolves routine recruitment obstacles within defined procedures."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P2 — Developing 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 (P2)

Works with general instruction to recruit and pre-screen potential study volunteers across sites against protocol eligibility criteria, with routine independence

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Works with general instruction to recruit and pre-screen potential study volunteers across sites against protocol eligibility criteria, with routine independence"
Evidence at this level's scope bar: "Defined deliverables / small features" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P2)

Explains study protocols, procedures, and treatments to patients and families, and educates participants on their role, procedures, risks, and benefits

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Explains study protocols, procedures, and treatments to patients and families, and educates participants on their role, procedures, risks, and benefits"
Evidence at this level's autonomy bar: "General supervision; reviewed at milestones" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P2)

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Conducts the informed consent process in conjunction with study investigators, delivering eConsent (e.g., Medable) and ensuring participants understand involvement is voluntary and that they can withdraw at any time"
Evidence at this level's complexity bar: "Some non-routine problems; applies established patterns" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P2)

Designs and runs recruitment campaigns using social media, targeted email, and traditional advertising, and manages assigned sites to meet targeted enrollment goals

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Designs and runs recruitment campaigns using social media, targeted email, and traditional advertising, and manages assigned sites to meet targeted enrollment goals"
Evidence at this level's impact bar: "Own and immediate-team deliverables" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P2)

Records screening and enrollment data in the CTMS and EDC, and sources candidates via recruitment partner platforms (e.g., SubjectWell)

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Records screening and enrollment data in the CTMS and EDC, and sources candidates via recruitment partner platforms (e.g., SubjectWell)"
Evidence at this level's decision rights bar: "Routine technical choices within guidance" — ⟨target⟩ by ⟨date⟩

Copy / print as textshow ▾

Objective 1: Works with general instruction to recruit and pre-screen potential study volunteers across sites against protocol eligibility criteria, with routine independence  [source: JFM responsibility (P2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Works with general instruction to recruit and pre-screen potential study volunteers across sites against protocol eligibility criteria, with routine independence"
  KR2. Evidence at this level's scope bar: "Defined deliverables / small features" — ⟨target⟩ by ⟨date⟩

Objective 2: Explains study protocols, procedures, and treatments to patients and families, and educates participants on their role, procedures, risks, and benefits  [source: JFM responsibility (P2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Explains study protocols, procedures, and treatments to patients and families, and educates participants on their role, procedures, risks, and benefits"
  KR2. Evidence at this level's autonomy bar: "General supervision; reviewed at milestones" — ⟨target⟩ by ⟨date⟩

Objective 3: Conducts the informed consent process in conjunction with study investigators, delivering eConsent (e.g., Medable) and ensuring participants understand involvement is voluntary and that they can withdraw at any time  [source: JFM responsibility (P2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Conducts the informed consent process in conjunction with study investigators, delivering eConsent (e.g., Medable) and ensuring participants understand involvement is voluntary and that they can withdraw at any time"
  KR2. Evidence at this level's complexity bar: "Some non-routine problems; applies established patterns" — ⟨target⟩ by ⟨date⟩

Objective 4: Designs and runs recruitment campaigns using social media, targeted email, and traditional advertising, and manages assigned sites to meet targeted enrollment goals  [source: JFM responsibility (P2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Designs and runs recruitment campaigns using social media, targeted email, and traditional advertising, and manages assigned sites to meet targeted enrollment goals"
  KR2. Evidence at this level's impact bar: "Own and immediate-team deliverables" — ⟨target⟩ by ⟨date⟩

Objective 5: Records screening and enrollment data in the CTMS and EDC, and sources candidates via recruitment partner platforms (e.g., SubjectWell)  [source: JFM responsibility (P2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Records screening and enrollment data in the CTMS and EDC, and sources candidates via recruitment partner platforms (e.g., SubjectWell)"
  KR2. Evidence at this level's decision rights bar: "Routine technical choices within guidance" — ⟨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
Works with general instruction to recruit and pre-screen potential study volunteers across sites against protocol eligibility criteria, with routine independence	Consistent with this level's jfm knowledge-application rubric: "Applies protocol procedures, GCP, and informed-consent practice in familiar study contexts with routine independence; conducts consent and eConsent under PI guidance."	⟨target⟩	⟨date⟩
Explains study protocols, procedures, and treatments to patients and families, and educates participants on their role, procedures, risks, and benefits	Consistent with this level's jfm knowledge-application rubric: "Applies protocol procedures, GCP, and informed-consent practice in familiar study contexts with routine independence; conducts consent and eConsent under PI guidance."	⟨target⟩	⟨date⟩
Conducts the informed consent process in conjunction with study investigators, delivering eConsent (e.g., Medable) and ensuring participants understand involvement is voluntary and that they can withdraw at any time	Consistent with this level's jfm knowledge-application rubric: "Applies protocol procedures, GCP, and informed-consent practice in familiar study contexts with routine independence; conducts consent and eConsent under PI guidance."	⟨target⟩	⟨date⟩
Designs and runs recruitment campaigns using social media, targeted email, and traditional advertising, and manages assigned sites to meet targeted enrollment goals	Consistent with this level's jfm knowledge-application rubric: "Applies protocol procedures, GCP, and informed-consent practice in familiar study contexts with routine independence; conducts consent and eConsent under PI guidance."	⟨target⟩	⟨date⟩
Records screening and enrollment data in the CTMS and EDC, and sources candidates via recruitment partner platforms (e.g., SubjectWell)	Consistent with this level's jfm knowledge-application rubric: "Applies protocol procedures, GCP, and informed-consent practice in familiar study contexts with routine independence; conducts consent and eConsent under PI guidance."	⟨target⟩	⟨date⟩

Copy / print as textshow ▾

1. Area: Works with general instruction to recruit and pre-screen potential study volunteers across sites against protocol eligibility criteria, with routine independence  [source: JFM responsibility (P2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies protocol procedures, GCP, and informed-consent practice in familiar study contexts with routine independence; conducts consent and eConsent under PI guidance."
   Target:   ⟨target⟩   Due: ⟨date⟩

2. Area: Explains study protocols, procedures, and treatments to patients and families, and educates participants on their role, procedures, risks, and benefits  [source: JFM responsibility (P2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies protocol procedures, GCP, and informed-consent practice in familiar study contexts with routine independence; conducts consent and eConsent under PI guidance."
   Target:   ⟨target⟩   Due: ⟨date⟩

3. Area: Conducts the informed consent process in conjunction with study investigators, delivering eConsent (e.g., Medable) and ensuring participants understand involvement is voluntary and that they can withdraw at any time  [source: JFM responsibility (P2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies protocol procedures, GCP, and informed-consent practice in familiar study contexts with routine independence; conducts consent and eConsent under PI guidance."
   Target:   ⟨target⟩   Due: ⟨date⟩

4. Area: Designs and runs recruitment campaigns using social media, targeted email, and traditional advertising, and manages assigned sites to meet targeted enrollment goals  [source: JFM responsibility (P2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies protocol procedures, GCP, and informed-consent practice in familiar study contexts with routine independence; conducts consent and eConsent under PI guidance."
   Target:   ⟨target⟩   Due: ⟨date⟩

5. Area: Records screening and enrollment data in the CTMS and EDC, and sources candidates via recruitment partner platforms (e.g., SubjectWell)  [source: JFM responsibility (P2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies protocol procedures, GCP, and informed-consent practice in familiar study contexts with routine independence; conducts consent and eConsent under PI guidance."
   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

"Works with general instruction to recruit and pre-screen potential study volunteers across sites against protocol eligibility criteria, with routine independence"→ ⟨target⟩ by ⟨date⟩
"Explains study protocols, procedures, and treatments to patients and families, and educates participants on their role, procedures, risks, and benefits"→ ⟨target⟩ by ⟨date⟩
"Conducts the informed consent process in conjunction with study investigators, delivering eConsent (e.g., Medable) and ensuring participants understand involvement is voluntary and that they can withdraw at any time"→ ⟨target⟩ by ⟨date⟩
"Designs and runs recruitment campaigns using social media, targeted email, and traditional advertising, and manages assigned sites to meet targeted enrollment goals"→ ⟨target⟩ by ⟨date⟩
"Records screening and enrollment data in the CTMS and EDC, and sources candidates via recruitment partner platforms (e.g., SubjectWell)"→ ⟨target⟩ by ⟨date⟩

Role calibration

Meets the scope bar: "Defined deliverables / small features"→ ⟨target⟩ by ⟨date⟩
Meets the autonomy bar: "General supervision; reviewed at milestones"→ ⟨target⟩ by ⟨date⟩
Meets the complexity bar: "Some non-routine problems; applies established patterns"→ ⟨target⟩ by ⟨date⟩
Meets the impact bar: "Own and immediate-team deliverables"→ ⟨target⟩ by ⟨date⟩
Meets the decision rights bar: "Routine technical choices within guidance"→ ⟨target⟩ by ⟨date⟩
Meets the leadership bar: "May guide interns"→ ⟨target⟩ by ⟨date⟩

Copy / print as textshow ▾

Internal process
  - "Works with general instruction to recruit and pre-screen potential study volunteers across sites against protocol eligibility criteria, with routine independence"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P2)]
  - "Explains study protocols, procedures, and treatments to patients and families, and educates participants on their role, procedures, risks, and benefits"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P2)]
  - "Conducts the informed consent process in conjunction with study investigators, delivering eConsent (e.g., Medable) and ensuring participants understand involvement is voluntary and that they can withdraw at any time"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P2)]
  - "Designs and runs recruitment campaigns using social media, targeted email, and traditional advertising, and manages assigned sites to meet targeted enrollment goals"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P2)]
  - "Records screening and enrollment data in the CTMS and EDC, and sources candidates via recruitment partner platforms (e.g., SubjectWell)"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P2)]

Role calibration
  - Meets the scope bar: "Defined deliverables / small features"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Scope)]
  - Meets the autonomy bar: "General supervision; reviewed at milestones"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Autonomy)]
  - Meets the complexity bar: "Some non-routine problems; applies established patterns"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Complexity)]
  - Meets the impact bar: "Own and immediate-team deliverables"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Impact)]
  - Meets the decision rights bar: "Routine technical choices within guidance"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Decision rights)]
  - Meets the leadership bar: "May guide interns"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Leadership)]