10 tips for taking notes during a client meeting

Last time, I shared my tips for taking notes as the official recorder. The role is easily defined but what do you do when you are a participant? As a participant, it’s a bit more challenges and you’re facing numerous obstacles: You need to actively engage in the discussion, handle disruptions like incoming calls, texts or emails, manage interruptions by colleagues entering the office or meeting room. And still take notes for yourself?

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8 top tips for getting the most out of taking the official meeting minutes

Recently, a reader contacted me about the best way to take notes. She’s struggling to engage in the discussion, look at her client and take notes at the same time. Regardless of the position or company, I’ve seen many colleagues ask me the same question.

Participating in meetings can be a challenge alone these days. Companies are now spread over different countries and time zones. If you’re lucky, meetings take place face-to-face in the same room. We based in the Middle East, we’re more often called into telephone conferences (telcons), video conferences or webinars and they’re not limited to Sunday through Thursday, 8:00 am – 6:00 pm.

How do you get the best out of the many hours you spend in meetings? How do you know what is being added to your to-do list? Where do you go if a dispute about previous decisions arises? Taking notes during meetings can help you!

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Paper battles – How long to retain important documents

Next week is my birthday and I love looking forward to it. It’s my special day and this year, I’m giving myself a special present. Instead of continuing to be brought down by my stuff, unfulfilling activities and draining energy vampires, I’m starting my new year already. I’m removing unnecessary clutter from my own life!

For me, keeping paper under control is a huge undertaking. Despite aiming to save as much electronically, there’s a constant battle and questions run through my mind: “Do I need to keep a paper copy?” or “How long do I need to keep this for?” or “Can this go?”

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