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

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This is a wonderful approach! Thank you!

Currently in uni, I suspected the tricks and techniques used by consulting professionals would be far more useful for note-taking during lectures and tutorials. Thank you for making this video, the ideas outlined here are really helping me for study and for helping me get the most out of my lectures.

Great stuff, Heinrich!

Komm aufn Punkt Junge!!

like the hat look. it threw me off because you are always dressed like a consultant :) loved this video BTW. Used it today for my boss' 1:1 with me and I sent him a recap with this style and he liked that.

Can you pls share a sample of your notes for our analysis?

Thanks eckart

Thank you Heinrich. 🤓

Thank you

Hi, thank you for this video. I can imagine this technique being very useful for short meetings, however, when in a kickoff or start-up meeting (which can easily be 2 to 3 hours, with many people involved) I think it would be very hard to keep all the important information on just one page. Do you then aim for one page or would you recommend pre-assigning specific topics/aims (optimization ideas) to specific pages?

### Resumo
Neste vídeo, o autor compartilha sua técnica de anotações desenvolvida ao longo de seis anos de trabalho na empresa de consultoria McKinsey. Ele destaca a importância de anotar de forma eficaz, especialmente em ambientes de consultoria, onde o tempo é limitado e as expectativas de anotações são altas. O autor apresenta um sistema de anotações que inclui a data da reunião, título, lista de participantes, desenhos da disposição da mesa, seções para anotações gerais, tarefas a serem realizadas pela equipe e pelo cliente, e espaço para ideias relevantes. Ele enfatiza a necessidade de ter um objetivo claro ao fazer anotações. O autor destaca a importância de anotar eficientemente em papel para estabelecer uma conexão mais pessoal com o cliente. No final, ele encoraja os espectadores a deixarem comentários, curtirem o vídeo e se inscreverem em seu canal.

### Destaques
- 🗒 Desenvolvimento de uma técnica de anotações eficaz após seis anos de trabalho na McKinsey.
- 🕒 Importância de anotar rapidamente devido à pressão de tempo em consultoria.
- 📝 Sistema de anotações que inclui data, título, lista de participantes e desenho da mesa.
- ✅ Destaque para anotações de tarefas da equipe e do cliente.
- 🎯 Ênfase na definição de um objetivo claro ao fazer anotações.
- 📝 Preferência por anotações em papel para estabelecer uma comunicação mais pessoal com o cliente.

GET TO THE CHOOPPAAAAAA!!

Thank you for this, really interesting video! So the optimization ideas, that's basically what you want to get out of the meeting right? So you want to fill that piece out before the meeting starts?

This has been very helpful for my career. Thank you Sir.

Great way. It is also very helpful in making Minutes of the meeting very crisp and structured.

This video uses bottom-up communication.

great

Thanks!

Thank you!

100% confirmed as advantage for every office! ^^ Thank you so much!

Excellent 😊

very useful information - now, to recap: thanks, looking forward to next Saturday!

Thanks! The tips are especially useful especially the other 3 sections to include at the bottom!

what a great guy you are bro , i really would love to work with people like you ,cheers

Very helpful! I've been in the situation before of having to parse through many pages of notes to pull out the key ideas. This will help!

Well, with Zoom and MS Teams - the ability to record the meetings now have changed how we take notes. It is certainly less stressful knowing that you will have a chance to go back and watch the recording and not miss anything important.

i apreciatte this class ! Thanks ! Greetings from Peru.

Really useful technique! Thank you for sharing.

This was, indeed, helpful!

Really great. Are you still using this same technique today? great stuff, thank you!!

This is really useful, thanks for sharing. Oh, and btw what kind of brand of shirts do you use? lol

thank you for this video!

I use this structure quite often now.

Great and useful vid

This is very very useful. Thanks for sharing.

I have watched your video several times and I always learn something new.

Well done video with illustrations too. I am wondering what kind of paper or noteblock that is most optimal for consulting meetings? 📝

Your channel is a treasure! Please keep sharing your thoughts and videos ❤

Good video for new consultants. As a Project Lead, I set the agenda prior to any meeting with the various topics I plan to touch on in the meeting invite. This forms the basis for the various themes & buckets to capture in the notes.

This is great! A few questions-
Would this template be any different for a new client versus ongoing clients?
What’s the typical timeframe to share notes with other participants- within one business day?

Thanks. Very helpful!

Great work!

This was good - thank you for sharing. However - I'd like to know how you determine what is important enough during the meeting to write down. Many times their is a conversation about a technical topic during the meeting and it is difficult to determine what needs to be recorded during the topic as well as trying to stay up with the client while he/she is discussing. Finally, and this is my own issue - trying to take notes on pen and paper is okay - there is no way I write anywhere near as fast as I can type and legible print becomes an issue. I'd appreciate your thoughts here.