How to use the professional shadowing technique to explore new career areas without compromising your current position

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What is professional shadowing and how can it transform your career?

Have you ever thought about exploring new professional areas without having to quit your current job? The shadowing can be the key to this smooth transition. In simple terms, shadowing is the practice of accompanying a professional from another area or department for a set period of time, observing their activities, taking part in meetings and absorbing practical knowledge. It's like an "invisible internship", where you don't take on direct responsibilities but gain valuable insights.

Imagine, for example, that you work in marketing but are curious about data analysis. By shadowing a data scientist in your company, you can understand the day-to-day running of the function, the tools used and even find out if this change makes sense for you. The big advantage? You don't have to resign or commit to a new course before you're sure.

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But how does this work in practice? Progressive companies already adopt internal shadowing programs to promote mobility between teams. If your organization doesn't have this culture, you can propose a pilot project, highlighting the benefits for both sides: skills development and talent retention. Want to know more about how to structure this proposal? Check out this guide from Society for Human Resource Management (SHRM).

Finally, shadowing is not limited to corporate environments. Platforms such as LinkedIn offer opportunities to connect with professionals willing to share their routines. The key is to be proactive and strategic. How about starting by identifying an area of interest this week?

Why is shadowing the safest alternative for exploring new careers?

Changing careers can be daunting, especially when it involves financial risks or the uncertainty of not adapting to the new role. This is where shadowing stands out as a low-risk, high-potential tool. Unlike courses or certifications - which require time and investment with no guarantees - this technique allows you to learn more about your career. real test before making any radical decisions.

Think of Ana, a sales manager who dreamed of moving into UX Design. Instead of quitting her stable job, she used her lunch hours to shadow the company's design team. In three months, she not only confirmed her passion for the area but also identified transferable skills (such as market research and communication), which helped her make an internal transition. The result? No regrets and a renewed career.

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In addition, shadowing reduces the "imposter" syndrome. Many professionals hesitate to change for fear of not being good enough. By experiencing everyday life in the new area, you gradually gain confidence. Want tips on overcoming this blockage? This article from Harvard Business Review on career transitions offers valuable insights.

And make no mistake: this approach is also advantageous for employers. Companies that encourage shadowing retain multifaceted employees capable of working on different fronts. How about suggesting this idea in your next feedback session with your manager?

How do you identify the best shadowing opportunities within your company?

Before you go knocking on colleagues' doors, it's essential to map out where and how shadowing can be most useful. Start by analyzing complementary sectors to yours. If you work in finance, for example, areas such as controllership or strategic planning could be a good starting point.

Another tip is to look at interdepartmental projects. Suppose your company is launching a new product. Maybe there's room for you to accompany the development, marketing and sales teams? These cross-functional experiences not only broaden your vision but also strengthen your internal network.

Tools such as performance appraisals or organizational climate surveys also reveal knowledge gaps or unmet demands. Perhaps the IT department needs someone with a commercial vision, or the HR team wants to better understand the operational side. You can be that bridge!

Finally, don't underestimate the power of reverse mentoring. Young professionals often master technologies or methodologies that veterans don't know. A two-way shadowing program can enrich everyone involved. Need some inspiration? A Forbes has already highlighted success stories in this model.

How do you approach colleagues and managers to propose a shadowing experience?

Here's a common challenge: how do you talk about your interest without sounding disloyal or scattered? The answer lies in strategic communication. Instead of saying "I want to change areas", try: "I'd like to better understand how the logistics team operates in order to improve our integration".

Concrete data helps. Prepare a plan highlighting:
- The length of time (e.g. 2 hours a week for a month);
- The specific activities you want to observe;
- How it will add value to your current role.

For example: "By learning about the purchasing process, I'll be able to anticipate demands from my sector and reduce delays." This shows proactivity, not flight.

How to use the professional shadowing technique to explore new career areas without compromising your current position
Illustration How to use the professional shadowing technique to explore new career areas without compromising your current position

If the company culture is too rigid, suggest a discreet format, such as "partnerships for knowledge exchange". And if you get a "no", don't give up! Ask for feedback and adjust your proposal. Remember: persistence is different from insistence.

To prepare, check out this e-mail to request shadowing from The Muse website. Adapt it to your context and take action!

What skills should be developed during shadowing to maximize learning?

Shadowing is not just passive observation. To get the most out of it, you need to adopt a active mentality. Some key competencies include:

1. Critical remark: Write down not only what is made, but as It is why. Ask yourself: "What problems does this team face on a daily basis?"
2. Smart networking: Talk to people other than the professional you're following. A coffee with a junior analyst can reveal challenges that a leader doesn't see.
3. Summary of information: At the end of each day, summarize in three points what you have learned and how to apply it to your reality.

Let's take a practical case: João, an administrative assistant, used his shadowing in the legal department to create a checklist that simplified the approval of contracts. It became a reference and opened the door to a promotion.

Want to go further? Tools like Evernote or Notion help organize insights. The important thing is to turn observation into action.

How can you document and validate your shadowing experience on your CV?

Here's a secret: shadowing is professional experienceeven if it's unpaid. In your CV, create a section such as "Projects and Immersions" or "Continuous Development". Describe it:

Background: "Participation in a shadowing program with the Data Science team (20h)";
Learnings: "Mastering basic Python concepts and applying them to automated reports";
Results: "30% improvement in marketing metrics analysis time".

If possible, ask the accompanied professional for a testimonial or endorsement on LinkedIn. Phrases like "Carlos has shown great curiosity and adaptability during his immersion in our team" carry weight.

To format your CV, templates from Canva or NewResume are great. Remember: the aim is to show versatilityI'm not diverting focus.

Next steps: how to turn shadowing into a concrete career transition?

If after shadowing you confirm your interest, it's time to plan the move. Some strategies:

Look for small projects in a new area within the same company. Offer to help with a specific task.
Invest in targeted training. Short courses such as Coursera validate their knowledge.
Use metrics. If you want to move into sales, for example, put together a pitch and measure results in numbers.

What if your current company doesn't offer any opportunities? Your shadowing portfolio will make a difference in external selection processes. You'll already have real stories to tellnot just theories.

What are you waiting for? Choose a department to observe next week and take the first step. Your career will thank you!

Mariana Ferraz

Hi, I'm Mariana Ferraz, a content writer and an enthusiast for clear and direct communication. With a background in journalism, I like to transform complex topics into simple and accessible texts. Writing here on the blog is a way of combining two passions: informing and connecting people through words. I'm always looking for new things to learn and content that really adds value to readers' lives.