Pre-Visit Planning (1-2 Weeks Before)

□ Confirm participant eligibility and consent
□ Schedule visit date and time with participant
□ Send confirmation email with visit details
□ Prepare research protocol and materials
□ Review participant’s medical/research history
□ Arrange transportation and plan route
□ Prepare backup dates in case of cancellation
□ Confirm all equipment is functioning properly

Safety & Compliance Preparation

□ Review institutional safety protocols for home visits
□ Ensure valid professional liability insurance
□ Update emergency contact information
□ Prepare personal safety equipment (PPE if required)
□ Review local COVID-19 or health guidelines
□ Plan check-in system with supervisor/colleague
□ Prepare identification badges and credentials
□ Review participant’s home safety assessment if available

Materials & Equipment Checklist

□ Research protocols and data collection forms
□ Informed consent documents (multiple copies)
□ Tablet/laptop for data entry
□ Medical/research equipment (calibrated and tested)
□ Backup batteries and chargers
□ Sample collection materials if applicable
□ Educational materials for participant
□ Business cards and contact information

Day of Visit Preparation

□ Confirm visit with participant (call/text)
□ Check weather and traffic conditions
□ Charge all electronic devices
□ Pack all materials in organized manner
□ Dress professionally and appropriately
□ Inform colleague of visit schedule and location
□ Review participant’s specific requirements
□ Prepare parking/transportation payment if needed

Upon Arrival Protocol

□ Park in safe, legal location
□ Text/call supervisor upon arrival
□ Introduce yourself and show credentials
□ Confirm participant identity
□ Request permission to enter home
□ Assess home environment for safety
□ Find appropriate space for conducting research
□ Ensure privacy and confidentiality

During the Visit Execution

□ Review study purpose and procedures
□ Obtain/confirm informed consent
□ Answer all participant questions thoroughly
□ Follow research protocol step-by-step
□ Collect all required data/measurements
□ Maintain professional boundaries
□ Document any protocol deviations
□ Provide participant with study materials

Data Collection Best Practices

□ Use standardized data collection forms
□ Double-check all measurements
□ Ensure data completeness before leaving
□ Secure sensitive information immediately
□ Take detailed notes on observations
□ Document environmental factors affecting research
□ Obtain participant feedback on process
□ Schedule follow-up visits if required

Visit Conclusion Tasks

□ Thank participant for their time
□ Provide compensation if applicable
□ Leave contact information for questions
□ Confirm next steps in research process
□ Ensure all equipment is collected
□ Clean up any materials used
□ Say goodbye professionally
□ Text/call supervisor upon leaving

Post-Visit Requirements

□ Upload/enter data within 24 hours
□ Complete visit documentation
□ File expense reports if applicable
□ Follow up on any participant concerns
□ Report any adverse events immediately
□ Clean and maintain equipment
□ Prepare for next scheduled visit
□ Update participant tracking system