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Organization Camp Day 13: Meeting Notes

July 22, 2019November 7, 2019 Post a comment

How do you keep track of meetings you attend, and what you need to do to follow up? Figuring out what works for you is what today is all about! A few years, I was using google drive for everything. At the time, my school and coworkers used this too. I carried my iPad around everywhere so it worked for me.

Now, I am in more of pencil and paper stage, so I needed something where I could write down notes in the moment. For the longest time, I just wrote things on notepads or notebooks, or wherever I could, but I struggled with this system for a few reasons:

  • When I used one notepad for everything, I became overwhelmed and could never find when my last meeting was when I needed to look back.
  • If I had “to dos” or things to follow up from after the meeting, I would either write it on a post it or in the notebook. If it was in the notebook, I often forgot, and I always lost the post its!
  • I like keeping all of my student’s information together…all of Noelle’s informatino in one place, all of Chris’ in another.

A year and a half ago, I found a system that worked well for me. I have a seperate “meeting notes” sheet. I make a bunch of copies and grab one before I head to a meeting. There is a seperate space on it to write follow up tasks. When I’m done, I file it in the student’s folder or binder. You could also scan and upload it to your computer!

You can find my template here in Keep Calm Freebies! What do you use? Let me know!

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About Melissa

📍Connecticut 💻 School Psychologist 📊 Data Lover 😁 Engaging Counseling ideas 👨‍👩‍👧‍👦 Mama to littles 👇🏼TpT, Blogs & Links

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