Taking Notes

Learn how to take notes and assign tasks effectively.

We'll cover the following

How to take notes and assign actions

Throughout the one-on-one, it’s useful to jot down notes and assign actions in the shared document. Review the actions at the end of the meeting. Typically, I write things directly in the shared document on my laptop. All of our meeting rooms have a TV that you can cast your screen to, so I usually put the notes up on there as we talk. The notes aren’t a secret, after all.

I use a bullet-point format to arrange information, and actions are always in bold font. Some hypothetical one-on-one notes with a staff member named Mary are shown in the following image:

Get hands-on with 1200+ tech skills courses.