explore · Observation, Learning, Perspective-Taking · 120–480 min · 1-2 people · low energy
Shadowing
Shadowing is a powerful observational technique where you closely follow and observe someone in their daily work environment to gain insights into their processes, challenges, and perspectives. It fosters empathy and provides a fresh understanding of complex systems.
When to use Shadowing
Use Shadowing when you need to deeply understand a specific role, process, or customer experience within an organization. It's particularly useful for identifying hidden inefficiencies, understanding user needs, or onboarding new team members.
What it solves
Lack of understanding of another person's role or perspective, siloed thinking, difficulty identifying process bottlenecks.
How to run Shadowing, step by step
- Identify the individual to shadow based on your learning objectives. (15 minutes)
- Schedule a shadowing session, clearly communicating the purpose and expectations to the individual being shadowed. (15 minutes)
- During the shadowing session, observe attentively, taking detailed notes and asking clarifying questions as appropriate. Focus on understanding their workflow, challenges, and decision-making processes. (Variable, 60-360 minutes)
- After the shadowing session, reflect on your observations and identify key insights and areas for improvement. (30-60 minutes)
Materials needed
- Notebook
- Pen
- Pre-prepared observation guide (optional)
- Calendar/Scheduling tool
Facilitator tips
- Emphasize the importance of active listening and non-judgmental observation.
- Encourage shadowers to ask open-ended questions to gain deeper insights.
Common pitfalls
- Shadowers interrupting the flow of work or being perceived as intrusive.
- Shadowers making assumptions or judgments based on limited observations.
Variations
- Reverse Shadowing: Where a junior employee shadows a senior leader.
- Customer Shadowing: Where an employee shadows a customer to understand their experience.
Running it online or hybrid
While physical shadowing is ideal, virtual shadowing can be achieved through screen sharing, video conferencing, and collaborative document viewing. Ensure both parties have reliable technology and clear communication channels.
What it produces
A detailed observation log with notes, questions, and insights about the shadowed individual's work, challenges, and interactions.
Origin
Adapted from u-school for Transformation by Presencing Institute — source
Build a session around Shadowing
METODIC places Shadowing inside a complete, timed session plan — agenda, worksheets, facilitator guide and slides — matched to your group and goal.