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Simulation-Based Coaching Toolkit for Fundraisers

This toolkit is dedicated to assisting members in conducting a simulation-based coaching exercise with advancement staff.

Frontline fundraisers often meet with donors one-on-one and behind closed doors. A simulation-based coaching session can be a valuable opportunity to receive feedback, learn from the experience of other fundraisers, and engage in self-assessment and reflection.

Development leaders can use simulation-based coaching to: Help fundraisers better understand their strengths and areas for improvement Provide peers a forum to share feedback with colleagues on situations they typically wouldn't witness Allow fundraisers to see their own performance through video replay This toolkit provides everything you need to lead a two-day simulation-based coaching session with your fundraisers. The toolkit is designed to be used with the Simulation Based Coaching Scenario Library and the Day One Introductory Presentation. The toolkit contains guides, templates, talking points, and more. Each tool falls into one of three distinct categories: Preparing for a simulation-based coaching session Facilitating a simulation-based coaching session Self-reflection and feedback forms Click on each category to learn more about the specific tools. You can either download the full toolkit or each tool individually. Download the full toolkit Prepare for a simulation-based coaching session Learn how to lead a simulation-based coaching session at your institution with logistics guides, a preparation checklist and timeline, sample session agendas, and email templates for communicating with attendees. Tool 1: Simulation-Based Coaching Logistics Guide Tool 2: Facilitator Preparation Guide Tool 3: Introductory Email Template Tool 4: Simulation Description and AgendaTool 5: Pre-Work Email Template