Worksheet 1 of 5. Fit criteria
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}

Instructions
Define recent relevant behavior and exclude criteria that merely confirm your assumptions.

Worked example, fictional
Context: A founder needs interviews with people who recently purchased a workshop, not anyone interested in learning.
Completed response: Participant booked a paid workshop in the last three months.

Your decision
Which recent experience makes a participant relevant?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]

Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.

Next worksheet: Screening questions.

Before you start
- Research question: [Source or notes]
- Relevant experience: [Source or notes]
- Scheduling constraints: [Source or notes]

What you will make
A recruited sample with documented fit and acknowledged gaps.