Goal templates — Patient Recruitment & Education — P3

Patient Recruitment & Education · Patient Recruitment & Education · P3 — Mid-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 (P3)

Plans, organizes, and implements recruitment programs across diverse studies to meet targeted enrollment goals, working day-to-day independently with milestone review

Specific: Deliver: "Plans, organizes, and implements recruitment programs across diverse studies to meet targeted enrollment goals, working day-to-day independently with milestone review"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Evaluates identifiable enrollment factors per study, adjusts the channel mix, and reports progress against goals; plans own work to milestones."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P3 — Mid-Level Professional.
Time-bound: ⟨date⟩

JFM responsibility (P3)

Develops pre-screen scripts for new studies based on protocol inclusion/exclusion criteria

Specific: Deliver: "Develops pre-screen scripts for new studies based on protocol 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: "Evaluates identifiable enrollment factors per study, adjusts the channel mix, and reports progress against goals; plans own work to milestones."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P3 — Mid-Level Professional.
Time-bound: ⟨date⟩

JFM responsibility (P3)

Communicates with referral connections, sponsors, and potential providers, acting as liaison for outside referring sources

Specific: Deliver: "Communicates with referral connections, sponsors, and potential providers, acting as liaison for outside referring sources"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Evaluates identifiable enrollment factors per study, adjusts the channel mix, and reports progress against goals; plans own work to milestones."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P3 — Mid-Level Professional.
Time-bound: ⟨date⟩

JFM responsibility (P3)

Manages individual study sites and the outreach channel mix (social, email, advertising) for the studies assigned, reporting screening progress against goals

Specific: Deliver: "Manages individual study sites and the outreach channel mix (social, email, advertising) for the studies assigned, reporting screening progress against goals"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Evaluates identifiable enrollment factors per study, adjusts the channel mix, and reports progress against goals; plans own work to milestones."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P3 — Mid-Level Professional.
Time-bound: ⟨date⟩

JFM responsibility (P3)

Applies cohort-identification tooling (e.g., Deep 6 AI, EHR/data-warehouse queries, REDCap) to surface eligible candidate pools

Specific: Deliver: "Applies cohort-identification tooling (e.g., Deep 6 AI, EHR/data-warehouse queries, REDCap) to surface eligible candidate pools"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Evaluates identifiable enrollment factors per study, adjusts the channel mix, and reports progress against goals; plans own work to milestones."
Relevant: Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P3 — Mid-Level Professional.
Time-bound: ⟨date⟩

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1. Plans, organizes, and implements recruitment programs across diverse studies to meet targeted enrollment goals, working day-to-day independently with milestone review  [source: JFM responsibility (P3)]
   Specific:    Deliver: "Plans, organizes, and implements recruitment programs across diverse studies to meet targeted enrollment goals, working day-to-day independently with milestone review"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Evaluates identifiable enrollment factors per study, adjusts the channel mix, and reports progress against goals; plans own work to milestones."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P3 — Mid-Level Professional.
   Time-bound:  ⟨date⟩

2. Develops pre-screen scripts for new studies based on protocol inclusion/exclusion criteria  [source: JFM responsibility (P3)]
   Specific:    Deliver: "Develops pre-screen scripts for new studies based on protocol 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: "Evaluates identifiable enrollment factors per study, adjusts the channel mix, and reports progress against goals; plans own work to milestones."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P3 — Mid-Level Professional.
   Time-bound:  ⟨date⟩

3. Communicates with referral connections, sponsors, and potential providers, acting as liaison for outside referring sources  [source: JFM responsibility (P3)]
   Specific:    Deliver: "Communicates with referral connections, sponsors, and potential providers, acting as liaison for outside referring sources"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Evaluates identifiable enrollment factors per study, adjusts the channel mix, and reports progress against goals; plans own work to milestones."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P3 — Mid-Level Professional.
   Time-bound:  ⟨date⟩

4. Manages individual study sites and the outreach channel mix (social, email, advertising) for the studies assigned, reporting screening progress against goals  [source: JFM responsibility (P3)]
   Specific:    Deliver: "Manages individual study sites and the outreach channel mix (social, email, advertising) for the studies assigned, reporting screening progress against goals"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Evaluates identifiable enrollment factors per study, adjusts the channel mix, and reports progress against goals; plans own work to milestones."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P3 — Mid-Level Professional.
   Time-bound:  ⟨date⟩

5. Applies cohort-identification tooling (e.g., Deep 6 AI, EHR/data-warehouse queries, REDCap) to surface eligible candidate pools  [source: JFM responsibility (P3)]
   Specific:    Deliver: "Applies cohort-identification tooling (e.g., Deep 6 AI, EHR/data-warehouse queries, REDCap) to surface eligible candidate pools"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Evaluates identifiable enrollment factors per study, adjusts the channel mix, and reports progress against goals; plans own work to milestones."
   Relevant:    Advances the Patient Recruitment & Education · Patient Recruitment & Education mandate for a P3 — Mid-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 (P3)

Plans, organizes, and implements recruitment programs across diverse studies to meet targeted enrollment goals, working day-to-day independently with milestone review

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Plans, organizes, and implements recruitment programs across diverse studies to meet targeted enrollment goals, working day-to-day independently with milestone review"
Evidence at this level's scope bar: "Features or a sub-system end-to-end" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P3)

Develops pre-screen scripts for new studies based on protocol inclusion/exclusion criteria

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Develops pre-screen scripts for new studies based on protocol inclusion/exclusion criteria"
Evidence at this level's autonomy bar: "Works independently on standard work; reviewed on the non-standard" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P3)

Communicates with referral connections, sponsors, and potential providers, acting as liaison for outside referring sources

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Communicates with referral connections, sponsors, and potential providers, acting as liaison for outside referring sources"
Evidence at this level's complexity bar: "Diverse problems; adapts existing approaches" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P3)

Manages individual study sites and the outreach channel mix (social, email, advertising) for the studies assigned, reporting screening progress against goals

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Manages individual study sites and the outreach channel mix (social, email, advertising) for the studies assigned, reporting screening progress against goals"
Evidence at this level's impact bar: "Project / team outcomes" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P3)

Applies cohort-identification tooling (e.g., Deep 6 AI, EHR/data-warehouse queries, REDCap) to surface eligible candidate pools

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Applies cohort-identification tooling (e.g., Deep 6 AI, EHR/data-warehouse queries, REDCap) to surface eligible candidate pools"
Evidence at this level's decision rights bar: "Owns implementation decisions for own scope" — ⟨target⟩ by ⟨date⟩

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Objective 1: Plans, organizes, and implements recruitment programs across diverse studies to meet targeted enrollment goals, working day-to-day independently with milestone review  [source: JFM responsibility (P3)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Plans, organizes, and implements recruitment programs across diverse studies to meet targeted enrollment goals, working day-to-day independently with milestone review"
  KR2. Evidence at this level's scope bar: "Features or a sub-system end-to-end" — ⟨target⟩ by ⟨date⟩

Objective 2: Develops pre-screen scripts for new studies based on protocol inclusion/exclusion criteria  [source: JFM responsibility (P3)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Develops pre-screen scripts for new studies based on protocol inclusion/exclusion criteria"
  KR2. Evidence at this level's autonomy bar: "Works independently on standard work; reviewed on the non-standard" — ⟨target⟩ by ⟨date⟩

Objective 3: Communicates with referral connections, sponsors, and potential providers, acting as liaison for outside referring sources  [source: JFM responsibility (P3)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Communicates with referral connections, sponsors, and potential providers, acting as liaison for outside referring sources"
  KR2. Evidence at this level's complexity bar: "Diverse problems; adapts existing approaches" — ⟨target⟩ by ⟨date⟩

Objective 4: Manages individual study sites and the outreach channel mix (social, email, advertising) for the studies assigned, reporting screening progress against goals  [source: JFM responsibility (P3)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Manages individual study sites and the outreach channel mix (social, email, advertising) for the studies assigned, reporting screening progress against goals"
  KR2. Evidence at this level's impact bar: "Project / team outcomes" — ⟨target⟩ by ⟨date⟩

Objective 5: Applies cohort-identification tooling (e.g., Deep 6 AI, EHR/data-warehouse queries, REDCap) to surface eligible candidate pools  [source: JFM responsibility (P3)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Applies cohort-identification tooling (e.g., Deep 6 AI, EHR/data-warehouse queries, REDCap) to surface eligible candidate pools"
  KR2. Evidence at this level's decision rights bar: "Owns implementation decisions for own scope" — ⟨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
Plans, organizes, and implements recruitment programs across diverse studies to meet targeted enrollment goals, working day-to-day independently with milestone review	Consistent with this level's jfm knowledge-application rubric: "Plans and implements recruitment programs across diverse studies; develops pre-screen scripts and applies regulatory/GCP fluency and cohort-identification tooling with day-to-day independence."	⟨target⟩	⟨date⟩
Develops pre-screen scripts for new studies based on protocol inclusion/exclusion criteria	Consistent with this level's jfm knowledge-application rubric: "Plans and implements recruitment programs across diverse studies; develops pre-screen scripts and applies regulatory/GCP fluency and cohort-identification tooling with day-to-day independence."	⟨target⟩	⟨date⟩
Communicates with referral connections, sponsors, and potential providers, acting as liaison for outside referring sources	Consistent with this level's jfm knowledge-application rubric: "Plans and implements recruitment programs across diverse studies; develops pre-screen scripts and applies regulatory/GCP fluency and cohort-identification tooling with day-to-day independence."	⟨target⟩	⟨date⟩
Manages individual study sites and the outreach channel mix (social, email, advertising) for the studies assigned, reporting screening progress against goals	Consistent with this level's jfm knowledge-application rubric: "Plans and implements recruitment programs across diverse studies; develops pre-screen scripts and applies regulatory/GCP fluency and cohort-identification tooling with day-to-day independence."	⟨target⟩	⟨date⟩
Applies cohort-identification tooling (e.g., Deep 6 AI, EHR/data-warehouse queries, REDCap) to surface eligible candidate pools	Consistent with this level's jfm knowledge-application rubric: "Plans and implements recruitment programs across diverse studies; develops pre-screen scripts and applies regulatory/GCP fluency and cohort-identification tooling with day-to-day independence."	⟨target⟩	⟨date⟩

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1. Area: Plans, organizes, and implements recruitment programs across diverse studies to meet targeted enrollment goals, working day-to-day independently with milestone review  [source: JFM responsibility (P3) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Plans and implements recruitment programs across diverse studies; develops pre-screen scripts and applies regulatory/GCP fluency and cohort-identification tooling with day-to-day independence."
   Target:   ⟨target⟩   Due: ⟨date⟩

2. Area: Develops pre-screen scripts for new studies based on protocol inclusion/exclusion criteria  [source: JFM responsibility (P3) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Plans and implements recruitment programs across diverse studies; develops pre-screen scripts and applies regulatory/GCP fluency and cohort-identification tooling with day-to-day independence."
   Target:   ⟨target⟩   Due: ⟨date⟩

3. Area: Communicates with referral connections, sponsors, and potential providers, acting as liaison for outside referring sources  [source: JFM responsibility (P3) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Plans and implements recruitment programs across diverse studies; develops pre-screen scripts and applies regulatory/GCP fluency and cohort-identification tooling with day-to-day independence."
   Target:   ⟨target⟩   Due: ⟨date⟩

4. Area: Manages individual study sites and the outreach channel mix (social, email, advertising) for the studies assigned, reporting screening progress against goals  [source: JFM responsibility (P3) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Plans and implements recruitment programs across diverse studies; develops pre-screen scripts and applies regulatory/GCP fluency and cohort-identification tooling with day-to-day independence."
   Target:   ⟨target⟩   Due: ⟨date⟩

5. Area: Applies cohort-identification tooling (e.g., Deep 6 AI, EHR/data-warehouse queries, REDCap) to surface eligible candidate pools  [source: JFM responsibility (P3) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Plans and implements recruitment programs across diverse studies; develops pre-screen scripts and applies regulatory/GCP fluency and cohort-identification tooling with day-to-day independence."
   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

"Plans, organizes, and implements recruitment programs across diverse studies to meet targeted enrollment goals, working day-to-day independently with milestone review"→ ⟨target⟩ by ⟨date⟩
"Develops pre-screen scripts for new studies based on protocol inclusion/exclusion criteria"→ ⟨target⟩ by ⟨date⟩
"Communicates with referral connections, sponsors, and potential providers, acting as liaison for outside referring sources"→ ⟨target⟩ by ⟨date⟩
"Manages individual study sites and the outreach channel mix (social, email, advertising) for the studies assigned, reporting screening progress against goals"→ ⟨target⟩ by ⟨date⟩
"Applies cohort-identification tooling (e.g., Deep 6 AI, EHR/data-warehouse queries, REDCap) to surface eligible candidate pools"→ ⟨target⟩ by ⟨date⟩

Role calibration

Meets the scope bar: "Features or a sub-system end-to-end"→ ⟨target⟩ by ⟨date⟩
Meets the autonomy bar: "Works independently on standard work; reviewed on the non-standard"→ ⟨target⟩ by ⟨date⟩
Meets the complexity bar: "Diverse problems; adapts existing approaches"→ ⟨target⟩ by ⟨date⟩
Meets the impact bar: "Project / team outcomes"→ ⟨target⟩ by ⟨date⟩
Meets the decision rights bar: "Owns implementation decisions for own scope"→ ⟨target⟩ by ⟨date⟩
Meets the leadership bar: "Mentors juniors informally"→ ⟨target⟩ by ⟨date⟩

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Internal process
  - "Plans, organizes, and implements recruitment programs across diverse studies to meet targeted enrollment goals, working day-to-day independently with milestone review"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P3)]
  - "Develops pre-screen scripts for new studies based on protocol inclusion/exclusion criteria"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P3)]
  - "Communicates with referral connections, sponsors, and potential providers, acting as liaison for outside referring sources"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P3)]
  - "Manages individual study sites and the outreach channel mix (social, email, advertising) for the studies assigned, reporting screening progress against goals"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P3)]
  - "Applies cohort-identification tooling (e.g., Deep 6 AI, EHR/data-warehouse queries, REDCap) to surface eligible candidate pools"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P3)]

Role calibration
  - Meets the scope bar: "Features or a sub-system end-to-end"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Scope)]
  - Meets the autonomy bar: "Works independently on standard work; reviewed on the non-standard"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Autonomy)]
  - Meets the complexity bar: "Diverse problems; adapts existing approaches"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Complexity)]
  - Meets the impact bar: "Project / team outcomes"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Impact)]
  - Meets the decision rights bar: "Owns implementation decisions for own scope"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Decision rights)]
  - Meets the leadership bar: "Mentors juniors informally"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Leadership)]