Forms and Templates

Use the forms, templates, checklists, and guidance below when preparing your IRB submission and supporting study materials. These resources can help you develop study documents, prepare for submission, and ensure your materials are consistent with IRB requirements. 

 

01. Informed Consent & Participant Information

Templates and guidance for developing consent forms, information sheets, and other materials used to inform participants about the research.

Expedited or Full Board Research

Exempt Research

Survey Research

Anonymous Survey Information Sheets

Confidential Survey Information Sheets

Additional Consent & Participant Communication

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02. Research Involving Children & Assent

Templates and guidance for obtaining parental permission and assent when research involves children or participants who may require additional consent considerations.

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03. Recruitment & Screening

Templates, examples, and guidance for identifying, screening, and recruiting potential research participants.

Recruitment Materials

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04. Collaborative, External & International Research

Forms, checklists, and guidance for research involving external organizations, research sites, collaborating institutions, or external investigators.

Reliance & Multi-Site Research

External Sites & Investigators

International Research

Community Partnerships

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05. Modifications & Ongoing Review

Resources for making changes to an approved study and maintaining required IRB oversight.

Modifications

Continuing & Administrative Review

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06. Study Design & Special Research Topics

Guidance for common study designs, research methods, and situations that may require additional planning or consideration.

Study Design & Methods

Common Research Activities

Funding & Research Planning

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07. Privacy, Confidentiality & Data Management

Guidance for protecting research information and planning how data will be collected, stored, accessed, shared, and maintained.

Privacy & Confidentiality

Data Collection & Security

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08. Participant & Researcher Considerations

Guidance for research situations involving additional participant, researcher, or institutional considerations.

Participant Considerations

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10. Readability Assessment Tools

Tools to help evaluate whether consent forms, recruitment materials, and other participant-facing documents are written in clear, understandable language appropriate for your intended participants and their reading comprehension levels.

  • – Estimates readability as a U.S. school grade level.
  • – Estimates reading level based on the number of polysyllabic words.
  • – Displays readability and reading-level information for a document.
  • – Provides guidance for using plain language, improving document structure, and assessing readability.

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09. Checklists

Quick-reference tools to help you prepare your IRB submission and confirm that required information and study materials are complete.

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