Note-Taking Strategies to Help You Stay Organized


by Hananiah Wilson

Explore the pros and cons of three note-taking strategies to maximize your potential.

 

note-taking strategies

 

In my last post, you learned why you should use technology to organize your thoughts, guidelines for effective note-taking, and a list of free and easy-to-use software.

 

Read: How to Organize Your Thoughts with Simple and Powerful Technology

 

In this post, we’ll explore which note-taking strategies may work best for you.

 

note-taking strategies: paper
 

First Strategy: Paper

 

If you truly do not feel the need to digitally store your notes, you can just use pen and paper.

 

Pros:

Benefits of handwriting (like concentration, retention, and freeform note structure)

Convenient and comfortable

Don’t have to use the computer

 

Cons:

Unorganized

No benefits of technology (like digital organization and searching, sharing, and multimedia)

 

If you try this:

 

To keep some organization, you could dedicate one notebook per major topic. For example, use different notebooks for major projects or clients.

 

If you don’t have a notebook, you can use any type of paper, but the downside of loose-leaf is that your notes are more likely to be lost.

 
When you go into a meeting, you can include important information at the top of each note for context. For example, you could write down the meeting name, the date and time, and who is present.
 
note-taking strategies: paper+digital
 

Second Strategy: Paper and Digital Transcription

 

If you prefer handwriting because it allows for better concentration and retention, but still want the benefits of digital notes, you can transcribe from your notebook.

 

Pros:

Benefits of handwriting (like concentration, retention, and freeform note structure)

Benefits of technology (like digital organization and searching, sharing, and multimedia)

Increased retention from transcription

Both paper hard copy and digital backup of all notes

 

Cons:

Time-consuming

 

If you try this:

 

Once you’ve written in your notebook, use your favorite online note-taking tool (see here for ideas), and transcribe your notes. You can format the title with the meeting name and date, and include the notebook name as a tag (if your software supports tags, which is recommended).

 

You can give your notebook a short name that will be used as a tag for your transcribed notes, like “Black Moleskine February 2018.”

 

Once you’ve finished transcribing the notes, it’s helpful to draw a checkmark next to each note in your notebook. This way, you can quickly skim your notes to see which have been transcribed and which need further work.
 
note-taking strategies: digital
 

Third Strategy: Digital

 

If you prefer typing into your computer, or are short on time, you can skip handwriting entirely. Just bring your computer into your meeting and type away.

 

Pros:

Quick

Benefits of technology (like digital organization and searching, sharing, and multimedia)

 

Cons:

Benefits of handwriting (like concentration, retention, and freeform note structure)

May be distracting to others in the meeting

 

If you choose this:

 

Your note-taking software may also have apps for your phone and tablet. That way if you’re on the run, you can type notes from your device, and the new note will automatically appear on your computer.

 

Once you have a digital note, don’t forget about multimedia capabilities. For example, Evernote supports audio, images, PDFs, and a way of capturing a webpage called a “web clip.”
 
note-taking strategies: multimedia

 

Try combinations of the options to find what suits you best, and iterate to create your best system of taking efficient notes and becoming organized.

 

Hananiah Wilson

Hananiah is a Business Analyst on the Smith & Carson technology team. She uses her love of computers and analysis to write specifications, design software, and aid in streamlining processes. She has previous experience working on software development teams and has been on the boards of two technology nonprofits, Cape Fear Women in Tech and Port City Robotics. Her additional time as a freelance designer gives her an entrepreneurial perspective on using design for business. Her passion is to combine art and logic to create inventive technology.