Keep Facts and Your Interpretation Distinct in Notes
Useful working notes distinguish what you heard or observed from what you inferred. Preserve the relationship between evidence and interpretation for later review.
Add questions and next actions. Turn the notes into decisions or work rather than only accumulating them.
Record the Source, Timing, and Situation
For a decision, record the decision maker and date. For reading notes, retain the source and location separately from your thoughts.
GOV.UK analysis guidance distinguishes observation from interpretation. (GOV.UK: Analysing research) Likewise, keep direct statements and your summaries identifiable.
Give Questions and Actions a Specific Subject
Make a check specific, such as asking the owner for the effective date of an intake condition. Record who needs to decide what.
Not every note is a task. Identify reference material, unanswered questions, and actual work.
Review Notes and Update the Relevant Material
Transfer agreed information into the relevant material and retire outdated assumptions. Set access boundaries for confidential or personal records.
For a website, rewrite approved facts as public copy. Do not turn personal interpretations into stated service specifications.
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