How to Take Notes for Work | Note-taking Tutorial for Professionals

About this video

• Video Title: How to Take Notes for Work | Note-taking Tutorial for Professionals
• Channel: Jeff Su
• Speakers: Jeff Su
• Duration: 00:09:45

Overview

This video explains a system for taking notes specifically for professional work environments. It highlights why work note-taking differs from personal or academic note-taking, emphasizing an action-oriented approach. The presenter, Jeff Su, shares three distinct note-taking templates for different meeting scenarios: personal notes, single-team meetings, and multi-team meetings, along with practical examples and advice on implementation.

Key takeaways

• Work note-taking is action-oriented: Unlike academic or personal notes, professional notes should focus on key takeaways and actionable items to drive projects forward.
• Three distinct note-taking templates:
  • Self Notes: For individual use, focused on capturing information and personal action items, with sections for "Key Links," "First Mention," and a general notes template.
  • Single Team Meeting Notes: Utilizes a spreadsheet format (like Google Sheets) to accommodate multiple contributors and track specific agenda items, speakers, time allocation, and action items.
  • Multi-Team Meeting Notes: A consolidated spreadsheet where different teams can view each other's contributions, with designated roles for inputting agendas and summarizing action items.
• Template application: While the examples use Google Docs and Sheets, the principles can be applied to various note-taking applications.
• Templates available for download: Links to the templates are provided in the video description for viewers to use.