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Checklist

How to contain panel conditioning

Checklist of six design controls for panel conditioning, from capping waves per person and rest intervals to scheduled refreshment.
Conditioning ruins measurement. It does not ruin insight, so match the participant to the job.

Six design rules for keeping panel conditioning out of your research data, adapted from the rotation logic of the US Current Population Survey: cap exposure per study line, set a rest interval, refresh on a schedule, keep triage and evaluation cohorts apart, and save experienced participants for exploratory work. It suits anyone running a tracker, a customer advisory board or a standing research panel. With Koji, a fresh cohort costs little to interview, which makes rotation practical.

Where this appears

What's in this checklist

  • Cap how often anyone answers the same tracker, three to four waves at most
  • Leave at least a quarter between one person's sessions
  • Refresh a fixed share of the panel on a schedule, not when response drops
  • Never ask the people who described a problem to evaluate its fix
  • Keep experienced participants for depth interviews, concepts and usability
  • Use fresh participants wherever you need to compute a rate

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<a href="https://www.koji.so/visuals/how-to-contain-panel-conditioning-checklist"><img src="https://www.koji.so/visuals/how-to-contain-panel-conditioning-checklist/how-to-contain-panel-conditioning-checklist.png" alt="Checklist of six design controls for panel conditioning, from capping waves per person and rest intervals to scheduled refreshment." width="1200" height="630" /></a>
<p>Source: <a href="https://www.koji.so/visuals/how-to-contain-panel-conditioning-checklist">How to contain panel conditioning</a>, Koji</p>