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CYA By Keeping Good Notes

October 1st, 2007 @ 6:38 am

4 Comments

Categories: Business

Tags: IBM Lotus Notes, Note, Lifehacker, Recruitment & Selection, Microsoft Word, E-mail, Word Processors, E-mail Servers, Groupware, Microsoft Office

notes.jpgWorkplace conflicts and miscommunications happen all the time. How can you protect yourself from accusations, reprimands, and other misery-causing office situations? Lifehacker’s Gina Trapani says good note-taking skills can save the day. For example:

What do butt-covering notes look like? First, all your notes should be dated. Date the top of each page and when someone makes an important statement, put a time next to it when you write it down. Dates and times become difficult to argue against when one person says one thing and you say another. Time and date specifics trump general claims in verbal arguments every time.

They say: “The other day I asked you to clean fish”
You say: “On September 15th at 9:45a.m. we did talk, yes. But you asked me to send the fish out to be cleaned—which I did. They are at the fish cleaners right now.”

After you refer to your notes a couple of times, your manager and co-workers will become aware that you document everything thoroughly. In turn, they’ll rise to the occasion and communicate with you more clearly.

Because a lot of my office communication takes place via e-mail (I work in a home office, so most verbal communication is with my cat), I tend to “take notes” by filing messages in job-specific folders. But if I’m on a phone call, I’ll just type some notes in a Word document as I go. Do you have a note-taking method that works well for you? Have you ever been in a CYA situation where good notes came to the rescue? Tell us about it in the comments!

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  •  
    1

    Tom_A

    10/01/07 | Report as spam

    Be careful when referring to your notes!

    If too many of the wrong people see how you refer to your notes to solidify your position, you run the risk they'll become lazy about keeping their own notes (especially in group meetings) and rely on you to be the de facto scribe!

  •  
    2

    trnoebel@...

    10/02/07 | Report as spam

    No scribe default

    I have never had an issue with others asking me to be the scribe because I make it clear that my notes are preceisely that - my notes.

    If you are on a project team then it is imperative that a person is specifically designated to capture meeting minutes to be shared with the team.

  •  
    3

    donv69

    10/02/07 | Report as spam

    been there before

    I have been there. Very difficult to get them to start taking their own notes.

  •  
    4

    richgoidel

    04/29/08 | Report as spam

    RE: CYA By Keeping Good Notes

    I actually developed a methodology to save me from the disasters of my poor note-taking skills. Not exactly CYA; more to simply improve performance. I got tired of the lack of insight and lackluster followup my notes afforded me. http://www.mightynotes.net

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