A Story About a Note-Taking Fail

I was utterly embarrassed when I lost some notes.

Image created via Midjourney

I have been something of an insane note-taker forever.

My combination of chicken-scratch handwriting and bizarre methodology means that my notes are meaningless to anyone other than me, but I could go back later, and the notes would be enough to jog my memory.

Immediately after any meeting, I would add any follow-up items to my to-do list (Todoist is my favorite).

• Decisions made would be documented in a project management tool or email
• Information about customers would go into a CRM.
• The notes mostly captured the spirit of the meeting, the order in which information was discussed
• Sometimes a word or two that indicated my own feelings on the topic (like “great news!” or “headdesk”)

When I was moved into a management role years ago, it became more important to capture details about meetings — both with my co-executives and the team that reported to me. I hadn’t been in the habit of saving notebooks for long after they were filled, but my new responsibilities often came with scenarios where I had to go back and refer to my notes later. I tried to transcribe my notes into something more meaningful, so I could still toss my notebook…