Transitions: The Power of the Shadow Visit

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Transitions: The Power of the Shadow Visit

When was the last time someone on your team joined another fundraiser on a visit with a prospect – not to collaborate on a strategy, but to learn from each other?

Shadowing on prospect visits is a powerful tool we can use as fundraisers and leaders, and one we can implement immediately.

Why should you incorporate shadow visits into your team’s professional development?

  • These visits give a platform for our best talent to share their “secret sauce” with members of the team who are hungry to learn more.  Our high-performing professionals who have honed their skills often want an opportunity to mentor, and shadow visits are a perfect venue!
  • Want to onboard new team members in a meaningful way? Partner them with the development staff who tell your story best, and help them rapidly grow their ability to represent your institution.
  • When you need to expand the approach or style of an employee, having him or her watch another professional in action is a holistic way to do this. Remember to have them build in a debriefing conversation to discuss what they learned.
  • Reverse shadow visits – having a more seasoned team member shadow a junior colleague – are a great way to provide meaningful feedback to our growing team members on their skills.

Shadow visits can support a changing culture in a meaningful way, by facilitating a culture transparency, collegiality, and ongoing learning. It will also support high performance: those who role model strong frontline skills will provide leadership through this tool, and you will see both metrics and numbers of visits grow.

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Kathy Drucquer Duff
Kathy Drucquer Duff
Every day I have the pleasure of assisting fundraisers and leaders become the strongest possible team. I believe people and relationships are at the heart of everything we do. The best investment an organization can make is in talent, because nurturing and inspiring teams creates lasting philanthropic relationships.
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