Note Taking Strategies - The Digital Project Manager
thedigitalprojectmanager.com
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Note prioritization
Most common reasons to search through old notes:
- Figuring out who is supposed to do what
- Revisiting/clarifying decisions made
- Looking for greater context on requirements
- Resolving disagreements/disputes.
So the key here is to use note taking strategies that suit your needs.
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Must-Capture notes in meetings
- Action Items: to-dos, tasks, action requests etc. These will serve as the foundation to keep everyone aligned and moving forward.
- Decisions: Clearly defining the outcome and decision agreed to by the group is essential.
- Requirements/Specifications: Sometimes they pop up unexpectedly in the midst of conversation, but they’re important to document.
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Honing your note taking strategies during meetings
- Create an agenda, to be able to better control the pace of the meeting and plan for the likely key notetaking moments.
- Take notes in advance: Write your key discussion points to present in advance.
- Prepare your note-taking tools.
- Prepare the setting before the meeting, especially before video calls: being able to hear everyone = better notes.
- Block 10 minutes after the meeting, to clean up your notes, add details where there may be gaps, and delete notes that turn out to have no value.
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