Use the Shadow-Steer-Solo Model to Train Employees Effectively

This simple 3-step model can be used for any industry or role

Image by the author

Trying to teach one of your team members how to set up an Excel spreadsheet, reconcile a bank account, or store inventory properly in your stockroom?

It’s easy to fall on one of two negative extremes when teaching people new tasks:

1. Holding their hand for too long and not trusting them to take over the task
2. Pushing them into the deep end too fast without providing adequate support

After working in learning & development (L&D) for six years, I’ve found a simple but effective model you can use to strike an appropriate balance between offering your team members support while not micromanaging the process.

I call the model “Shadow/Steer/Solo.” Here’s how it works:

1. Shadow: First, let the other person watch you perform the task. Talk them through the basics while you execute a real-world example.
2. Steer: Now, let them take the steering wheel and perform the task. Stick around to watch them and provide feedback.
3. Solo: Once you’ve watched the team member execute the task correctly once or twice, you can step away and trust they’ll perform the…