Is It OK If I Take Notes?

knowing people · script

Ask "Is it OK if I take notes?" at the start of a meeting. It signals you care enough to remember and follow through.

The idea

In the book I described opening every meeting by asking permission to take notes. The question adds value on its own: it tells the other person you care enough to follow through and won't forget what you discussed. My practice has changed since: I don't take meeting notes myself anymore. A meeting recorder captures the transcript and action items so I can stay present, and I write my own short notes on how the conversation felt afterward (see emotional-metadata-notes). The question still fits any meeting where you'll be writing things down.

How to do it

  1. At the start, ask before you write anything.
  2. Say why: you want the meeting to be worth their time.
  3. If a screen would be distracting or out of place, use a notepad. It's a transparent way to show you're focused. (At Contactually we had a no-device policy for most meetings.)
  4. Then earn it: do what you said you'd do.

Example

These days I use a meeting recorder in every meeting I'm in, and I even carry a physical one that I use from time to time. It lets me be fully present, instead of acting as a court stenographer with the handwriting of a three-year-old.

Script

"Mind if I take notes? I want to make sure this is useful for both of us." (adapted)

Sources

Relatable: My recorder sends its summary into Relatable, attached to the people who were in the meeting. Any recorder plus a notes file works too. How-to: Bring meeting notes in with a meeting recorder.

Related frameworks

Read next

By Zvi Band. Newsletter: Your Network Starts with You. Book: Success Is in Your Sphere.