Showing posts from March, 2023

Standardized Note Taking Format For Analysts

  Introduction This post outlines a format for note-taking designed to aid analysts and ensure the knowledge they acquire over time is kept so that it can easily be consumed later. This format is designed to be technology agnostic so it can be applied to a note-taking tool or platform of the analyst’s choice. I designed this format because analysts often received what you could call unplanned information whereby at any given moment during their day they could learn something highly impactful to their role via any medium. This really exasperates the need for good note-taking practices for analysts. Illustrated above is the wireframe that analysts can implement into their note-taking platforms. Each section contains sub-sections that allow for different knowledge to remain segregated and more searchable. Meeting Notes Within any given week analysts can have countless meetings and so it is important to note down items from meetings for future review. Not every meeting needs to be capt