When you shadow, you are a guest in someone’s working day. Move quietly, ask permission before recording, and check interpretations in the moment. Note transitions between focus work, collaboration, and coordination. Track micro‑decisions like when someone chooses to ping versus schedule. Watch for bottlenecks triggered by tool limits or unclear ownership. Afterward, validate what you saw and what you may have missed. Respect creates richer access and ensures people invite you back when the stakes are real.
Capture dialogue structure, not just words. Identify adjacency pairs—question and answer, request and acceptance, proposal and counterproposal. Mark repair moves when misunderstandings are fixed. Notice how turn‑taking norms shape outcomes: who interrupts, who defers, who invites elaboration. Document how clarity emerges or collapses. These maps reveal recurring sequences that predict success or failure. Later, you can codify them into reusable patterns that teach teams how to ask better questions, make cleaner commitments, and exit conversations with aligned next steps.
Great insights hide in the small stuff. Track the moment someone shares a draft instead of promising future polish, the quick emoji that signals alignment, or the checklist taped to a monitor that prevents mistakes. Catalog artifacts—templates, keyboard shortcuts, channel naming—and environmental cues like noise, screen setups, and seating that either promote or hinder flow. Combine these with observed outcomes to identify leverage points. Tiny changes, precisely described, often produce outsized improvements in reliability, speed, and morale.
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