Note Taking Strategies - The Digital Project Manager - Deepstash
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Note prioritization

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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