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.
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.
Facilitate the session
Detailed agendas make it easy to conduct the session for any number of fundraisers. Facilitator talking points and introductory slides allow development leaders to confidently introduce the session, describe goals, and set ground rules. Discussion guides ensure that feedback is useful and tailored for each fundraiser.
Structure feedback and self-reflection
Download forms for all participants to assess each fundraiser’s performance during the simulation. Self-reflection forms allow participating fundraisers to evaluate their own performance when watching it on video.
This resource requires EAB partnership access to view.
Access the tool
Learn how you can get access to this resource as well as hands-on support from our experts through Advancement Advisory Services.
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