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Tips and Best Practices for Digital Note-Taking and Distribution

Learn how to capture simple and effective notes and digital tools to help with summaries and distributions.

Do you ever find yourself struggling to keep up with taking notes during meetings, only to realize later that you never actually used them? Either the important decisions were never recorded in enough detail to be useful, or you struggle to find the information that is buried under a pile of useless information. This is a common problem that many of us face. But fear not, there is a solution! Effective note-taking during meetings can be achieved by using a system that simplifies the process and focuses on capturing decisions and delegations. This presentation will help people who take notes in meetings by providing a framework for simple and effective note-taking. This topic will explain how to make your notes valuable, how to capture simple and effective notes and digital tools to help with summaries and distributions. By doing so, you can ensure that the information you gather during meetings is actually put to use and that you stay on top of your responsibilities. So, if you're tired of feeling overwhelmed by your notes, try implementing a more streamlined system for capturing the important details, which will lead to more productivity and confidence.

59 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Making Meeting Notes Valuable

  • The Purpose of Note-Taking in Business
  • What Makes Notes Valuable
  • The Keys to Making Your Notes Valuable

Capturing Simple and Effective Notes

  • Be Selective in What You Write
  • Record Decisions and Deliverables
  • Use Symbols, Drawings, Abbreviations, and Diagrams
  • Typing Guidance

Digital Note-Taking Tools

  • Paper and Cell Phones
  • Fathom for Zoom
  • Supernormal for Google® Meet
  • Transcript and ChatGPT
  • Tablet With Handwriting Features

Distribution and Storage

  • Onenote
  • Notion
  • Slack
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on June 22, 2023.

Call 1-866-352-9540 for further credit information.

  • IAAP 1.0
     
  • All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
     

MP3 Download

No credit available.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

James Marland

James Marland

Course Creation Studio

  • Course Creator and Chief Content Creator at Course Creation Studio
  • Podcast Producer for Wise Practice Podcast and Soul Care for Therapists
  • Worked in mental health intake and administration for over 18 years
  • Podcast host for The Scaling Therapy Practice and frequent Podcast guest on shows like The Practice of Therapy, The Practice of the Practice, Run Like Clockwork Podcast, and How to Grow a Group Practice Podcast
  • Speaker at Level-Up Week 2023, Speaker at Killin’ it Camp 2019 and 2021, speaker at Private Practice Conference Faith in Practice, 2022, host and speaker for Scale Up Summit 2021, volunteer speaker at Regen 2021, present for first-time guests
  • M.B.A. degree, Shippensburg University, MAM Lancaster Bible College
  • Can be contacted at [email protected]
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 410443
Published 2023
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