Recording what happens.
WHAT TO RECORD IN A MEETING
Decisions Actions, with owners and dates Anything you committed to Anything you must follow up
WHAT NOT TO RECORD
Everything said.
WHY
You cannot listen and transcribe simultaneously.
WHAT TO DO IMMEDIATELY AFTERWARDS
Review and complete your notes, while context is fresh.
WHAT TO EXTRACT
Your own actions, into wherever you track them.
WHY
Notes are not a task list, and actions left in notes are forgotten.
WHAT TO RECORD IN A CALL
What was agreed, and any figures or dates stated.
WHAT TO DO AFTERWARDS
Confirm anything significant in writing.
WHY
Memories differ, and a brief confirmation prevents later dispute.
WHAT TO RECORD FROM CONVERSATIONS
Commitments, in either direction.
WHAT TO KEEP
A continuous record, dated, rather than scattered notes.
WHAT THAT PROVIDES
An account of what happened, when you need one.
WHAT TO BE CAREFUL WITH
Recording anything you would not want read by others.
