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5 Tips for Effective Digital Note Taking

5 Tips for Effective Digital Note Taking

    Being a full time student, working two part time jobs, being married, and doing some writing and development on the side proves to be daunting. With my discovery of GTD a few years back I was like everyone else; enamored with the idea of getting things off their mind to then produce better and more effectively. I instantly grabbed onto the practice of “ubiquitous capture” by taking notes so I wouldn’t let as many things fall through the cracks.

    At first I just used a junky old notebook and a crappy Bic pen. I slowly improved my tools as any good, geeky GTD student would. But it wasn’t until I switched over to a full digital work-flow that I started to see real benefits with the use of my system. I am in a very technical field at work and technical major at school; computers and devices are around me all day long. It only made sense to capture and process thoughts and actions digitally as it was faster and more “iron-clad” for me.

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    Here are 5 tips on on digital note taking as well some of the pitfalls to look out for.

    Make sure to stay engaged

    There is absolutely nothing more annoying that someone click-clacking their way away on a keyboard or iPhone when you are trying to have a conversation with them, regardless if they are actually taking notes or not.

    If you are a very fast typer, maybe around 50+ WPM it is a good practice to listen to what someone is saying then jot down a sentence or two to summarize it. Or, if you are in a meeting you could always say, “one second while I get this down so I don’t forget.” The idea is to capture what you need without constantly looking at your screen or phone and not paying attention.

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    Edit and consolidate

    One of the biggest things that I noticed from taking extensive school notes was that a lot of the stuff was pure garbage. I would say that out of typing through a whole 55 minute lecture, I had about a couple of pages of text that was extremely out of order and mostly indecipherable. After taking a look through each class’s notes I soon realized that I have about a half a page of bullet points that were really important and all the rest was considered details and reference.

    Now, I wouldn’t say delete everything that isn’t the main points of what you captured, but I would say to consolidate your notes. One good way of doing this is to summarize your notes from a meeting and then take the original junk that you typed down and save it in a “repository” of some kind just in case there was a minor detail you actually did need later.

    Make them available from anywhere

    I am a very mobile person and because of that I need a way to input notes and access them from anywhere I have an Internet connection or device. My tools of choice that make this happen include Springpad, Evernote, and Simplenote. I won’t go into which one I think is better; the important thing is that you can reach them from anywhere and all of them are decently reliable and extremely useful.

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      Put a voice to your notes

      Something that I have found to be game-changing when it comes to capturing information is recording a lecture or meeting while taking notes. There are several ways that you can do this, but what I have adopted is the Livescribe pen and paper so I can write naturally, record audio with my writing, and still have digital notes that can (somewhat) easily be transformed to text. You can of course use tools like OneNote for Windows and Circus Ponies NoteBook for Mac to record and type at the same time.

      Have you ever had a note you took during a meeting that didn’t make a lick of sense? I know I have. Yet, when recording audio and locking it up to your notes you can refer back to what was being said around the moment you were capturing it. This helps clarify and make your notes come “alive”. Of course, you definitely want to tell your colleagues that you are recording them before hand, that is unless you are looking for someone to sue you.

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      Choose a tool and stick to it

      The biggest tip, and this goes with everything that is related to personal productivity systems; find a tool you love, one that works well for you, and stick to it. I am Captain Fiddly when it comes to list making, project tracking, note-taking, and productivity software. About a year and a half ago I gave up on googling “best note-taking tools” and “best online GTD systems” and just stuck with what I had and what worked well enough for me.

      If you have a productivity system itch like I do, pick something simple like Simplenote or if you want a little more power, Evernote or Springpad and devote 30 days to that tool. I guarantee after 30 days that “itch” will go away and you can concentrate more on getting things done rather than finding the best new note tool that doesn’t exist.

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      CM Smith

      A technologist and writer who shares advice on personal productivity, creativity and how to use technology to get things done.

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      Last Updated on January 6, 2021

      14 Ideas on How to Measure Productivity to Make Progress

      14 Ideas on How to Measure Productivity to Make Progress

      Everyone has heard the term productivity, and people talk about it in terms of how high it is and how to improve it. But fewer know how to measure productivity, or even what exactly we are talking about when using the term “productivity.”

      In its simplest form, the productivity formula looks like this: Output ÷ Input = Productivity.

      For example, you have two salespeople each making 10 calls to customers per week. The first one averages 2 sales per week and the second one averages 3 sales per week. By plugging in the numbers we get the following productivity levels for each sales person.

      For salesperson one, the output is 2 sales and the input is 10 sales: 2 ÷ 10 = .2 or 20% productivity. For salesperson two, the output is 3 sales and the input is 10 sales: 3 ÷ 10 = .3 or 30% productivity.

      Knowing how to measure and interpret productivity is an invaluable asset for any manager or business owner in today’s world. As an example, in the above scenario, salesperson #1 is clearly not doing as well as salesperson #2.

      Knowing this information we can now better determine what course of action to take with salesperson #1.

      Some possible outcomes might be to require more in-house training for that salesperson, or to have them accompany the more productive salesperson to learn a better technique. It might be that salesperson #1 just isn’t suited for sales and would do a better job in a different position.

      How to Measure Productivity With Management Techniques

      Knowing how to measure productivity allows you to fine tune your business by minimizing costs and maximizing profits:

      1. Identify Long and Short-Term Goals

      Having a good understanding of what you (or your company’s) goals are is key to measuring productivity.

      For example, if your company’s goal is to maximize market share, you’ll want to measure your team’s productivity by their ability to acquire new customers, not necessarily on actual sales made.

      2. Break Down Goals Into Smaller Weekly Objectives

      Your long-term goal might be to get 1,000 new customers in a year. That’s going to be 20 new customers per week. If you have 5 people on your team, then each one needs to bring in 4 new customers per week.

      Now that you’ve broken it down, you can track each person’s productivity week-by-week just by plugging in the numbers:

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      Productivity = number of new customers ÷ number of sales calls made

      3. Create a System

      Have you ever noticed that whenever you walk into a McDonald’s, the French fry machine is always to your left? 

      This is because McDonald’s created a system. They have determined that the most efficient way to set up a kitchen is to always have the French fry machine on the left when you walk in.

      You can do the same thing and just adapt it to your business.

      Let’s say that you know that your most productive salespeople are making the most sales between the hours of 3 and 7 pm. If the other salespeople are working from 9 am to 4 pm, you can potentially increase productivity through something as simple as adjusting the workday.

      Knowing how to measure productivity allows you to set up, monitor, and fine tune systems to maximize output.

      4. Evaluate, Evaluate, Evaluate!

      We’ve already touched on using these productivity numbers to evaluate and monitor your employees, but don’t forget to evaluate yourself using these same measurements.

      If you have set up a system to track and measure employees’ performance, but you’re still not meeting goals, it may be time to look at your management style. After all, your management is a big part of the input side of our equation.

      Are you more of a carrot or a stick type of manager? Maybe you can try being more of the opposite type to see if that changes productivity. Are you managing your employees as a group? Perhaps taking a more one-on-one approach would be a better way to utilize each individual’s strengths and weaknesses.

      Just remember that you and your management style contribute directly to your employees’ productivity.

      5. Use a Ratings Scale

      Having clear and concise objectives for individual employees is a crucial part of any attempt to increase workplace productivity. Once you have set the goals or objectives, it’s important that your employees are given regular feedback regarding their progress.

      Using a ratings scale is a good way to provide a standardized visual representation of progress. Using a scale of 1-5 or 1-10 is a good way to give clear and concise feedback on an individual basis.

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      It’s also a good way to track long-term progress and growth in areas that need improvement.

      6. Hire “Mystery Shoppers”

      This is especially helpful in retail operations where customer service is critical. A mystery shopper can give feedback based on what a typical customer is likely to experience.

      You can hire your own shopper, or there are firms that will provide them for you. No matter which route you choose, it’s important that the mystery shoppers have a standardized checklist for their evaluation.

      You can request evaluations for your employees friendliness, how long it took to greet the shopper, employees’ knowledge of the products or services, and just about anything else that’s important to a retail operation.

      7. Offer Feedback Forms

      Using a feedback form is a great way to get direct input from existing customers. There are just a couple of things to keep in mind when using feedback forms.

      First, keep the form short, 2-3 questions max with a space for any additional comments. Asking people to fill out a long form with lots of questions will significantly reduce the amount of information you receive.

      Secondly, be aware that customers are much more likely to submit feedback forms when they are unhappy or have a complaint than when they are satisfied.

      You can offset this tendency by asking everyone to take the survey at the end of their interaction. This will increase compliance and give you a broader range of customer experiences, which will help as you’re learning how to measure productivity.

      8. Track Cost Effectiveness

      This is a great metric to have, especially if your employees have some discretion over their budgets. You can track how much each person spends and how they spend it against their productivity.

      Again, this one is easy to plug into the equation: Productivity = amount of money brought in ÷ amount of money spent.

      Having this information is very useful in forecasting expenses and estimating budgets.

      9. Use Self-Evaluations

      Asking your staff to do self evaluations can be a win-win for everyone. Studies have shown that when employees feel that they are involved and their input is taken seriously, morale improves. And as we all know, high employee morale translates into higher productivity.

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      Using self-evaluations is also a good way to make sure that the employees and employers goals are in alignment.

      10. Monitor Time Management

      This is the number one killer of productivity in the workplace. Time spent browsing the internet, playing games, checking email, and making personal calls all contribute to lower productivity[1].

      Time Management Tips to Improve Productivity

        The trick is to limit these activities without becoming overbearing and affecting morale. Studies have shown that most people will adhere to rules that they feel are fair and applied to everyone equally.

        While ideally, we may think that none of these activities should be done on company time, employees will almost certainly have a different opinion. From a productivity standpoint, it is best to have policies and rules that are seen as fair to both sides as you’re learning how to measure productivity.

        11. Analyze New Customer Acquisition

        We’ve all heard the phrase that “It’s more expensive to get a new customer than it is to keep an existing one.” And while that is very true, in order for your business to keep growing, you will need to continually add new customers.

        Knowing how to measure productivity via new customer acquisition will make sure that your marketing dollars are being spent in the most efficient way possible. This is another metric that’s easy to plug into the formula: Productivity = number of new customers ÷ amount of money spent to acquire those customers.

        For example, if you run any kind of advertising campaign, you can compare results and base your future spending accordingly.

        Let’s say that your total advertising budget is $3,000. You put $2,000 into television ads, $700 into radio ads, and $300 into print ads. When you track the results, you find that your television ad produced 50 new customers, your radio ad produced 15 new customers, and your print ad produced 9 new customers.

        Let’s plug those numbers into our equation. Television produced 50 new customers at a cost of $2,000 (50 ÷ 2000 = .025, or a productivity rate of 2.5%). The radio ads produced 15 new customers and cost $700 (15 ÷ 700 = .022, or a 2.2% productivity rate). Print ads brought in 9 new customers and cost $300 (9 ÷ 300 = .03, or a 3% return on productivity).

        From this analysis, it is clear that you would be getting the biggest bang for your advertising dollar using print ads.

        12. Utilize Peer Feedback

        This is especially useful when people who work in teams or groups. While self-assessments can be very useful, the average person is notoriously bad at assessing their own abilities.

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        Just ask a room full of people how many consider themselves to be an above average driver and you’ll see 70% of the hands go up[2]! Now we clearly know that in reality about 25% of drivers are below average, 25% are above average, and 50% are average.

        Are all these people lying? No, they just don’t have an accurate assessment of their own abilities.

        It’s the same in the workplace. Using peer feedback will often provide a more accurate assessment of a person’s ability than a self-assessment would.

        13. Encourage Innovation and Don’t Penalize Failure

        When it comes to productivity, encouraging employee input and adopting their ideas can be a great way to boost productivity. Just make sure that any changes you adopt translate into higher productivity.

        Let’s say that someone comes to you requesting an entertainment budget so that they can take potential customers golfing or out to dinner. By utilizing simple productivity metrics, you can easily produce a cost benefit analysis and either expand the program to the rest of the sales team, or terminate it completely.

        Either way, you have gained valuable knowledge and boosted morale by including employees in the decision-making process.

        14. Use an External Evaluator

        Using an external evaluator is the pinnacle of objective evaluations. Firms that provide professional evaluations use highly trained personnel that even specialize in specific industries.

        They will design a complete analysis of your business’ productivity level. In their final report, they will offer suggestions and recommendations on how to improve productivity.

        While the benefits of a professional evaluation are many, their costs make them prohibitive for most businesses.

        Final Thoughts

        These are just a few of the things you can do when learning how to measure productivity. Some may work for your particular situation, and some may not.

        The most important thing to remember when deciding how to track productivity is to choose a method consistent with your goals. Once you’ve decided on that, it’s just a matter of continuously monitoring your progress, making minor adjustments, and analyzing the results of those adjustments.

        The business world is changing fast, and having the right tools to track and monitor your productivity can give you the edge over your competition.

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        Featured photo credit: William Iven via unsplash.com

        Reference

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