I’m really low tech. I take notes
when I talk with someone because I’m trying to figure out and
remember what they mean. Also, I’ve noticed if I take notes, people
lie less. I use paper, usually graph ruled, because the placement of
the notes is an important part of the meaning.
I tried to use a laptop computer, but
the customers thought I wasn’t listening to them, and objected.
I use a black and white composition
book, center stitched heavy quadrille paper, in a leather
or fabric
cover. The inside covers have pockets for my name badge, some
business cards and three by five cards.
Every month I print a single page
calendar of this
month with next month on the back, fold it, and put it in the
notebook.
The center stitching allows me to put
handouts in the book without breaking the binding, so it functions as
a small portfolio.
When I get to the office, I type any
notes I plan to share on a stationary template in Word or
LibreOffice. The file name
is the meeting name and the date. The time spent transcribing and
reconstructing the notes allows me to check facts and addresses in
Google to make sure I understand what happened, and then file by
project in my computer.
Often I’ll send the finished notes to
the other person in the meeting to make sure I got the facts right.
An investor once said that my notes
were not what happened, but what should have happened.
I have recalled and used those notes
two years after writing them. If the computer remembers, I don’t
have to.
The composition book lasts about
eighteen months, so I have all my recent notes with me in the field.
Sometimes I don’t want my notes with
me, as when I am meeting with competing bidders, or dealing with a
confidential subject or an issue that will end up in a personnel
file. Then I use a Circa
notebook, junior or letter size, and separate the notes from the
notebook as soon as I get back to the office. The Circa also carries
a standard load of name tag, business cards, and handouts.
I would really like to carry the Circa
book all the time, but it’s not as good with long term information.
Some jobs are project based and favor individual piece of paper, and
some jobs favor carrying many months worth of data.
Finally, I carry a three
by five quadrille notebook, with business cards and note cards,
in my jacket. I staple a card inside the back cover, or staple to
reinforce an existing back flap. That’s especially handy when I get
a minute in a train, plane, coffee shop, or bookstore and get an idea
I want to explore.
How do you stay organized?
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