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I keep a file/folder for each client in which I write notes (pen and paper) like a journal. I also make notes of things I think about immediately after meetings
by ak39 10y ago
I keep a file/folder for each client in which I write notes (pen and paper) like a journal. I also make notes of things I think about immediately after meetings or later in the evening last thing before switching the lights off. These are not minutes. They are more like my thoughts (concerns and anticipations.)
This has proved invaluable in two ways:
1. I am less anxious about things that I feel I'm not going to remember.
2. Rereading gives me perspective about evolution of the engagement (nice to read that 1 year ago client had expectations this high, and that this year he is talking about "low hanging" fruit. (I sometimes document new notes with different colored ink.)