Documentation techniques

Note-taking plays a crucial role in stakeholder conversations. While recording might seem like a comprehensive way to document discussions, it’s generally best to rely on skilled note-taking instead. Some stakeholders may feel uncomfortable being recorded, and maintaining a natural conversation flow is key to building trust and gathering honest insights.

Think of a stakeholder meeting where participants prefer a more informal discussion. In such cases, mastering quick, selective note-taking helps capture key insights while keeping the conversation engaging. Even without a recording, brief notes about context and non-verbal cues can prove valuable for later review.

Consider these documentation approaches:

• Active note-taking: Focus on key points and insights
• Context capture: Note meeting mood and dynamics
• Quick symbols: Develop personal shorthand
• Collaborative approach: Have a colleague take notes while you engage^[1]

The goal is to capture meaningful insights while ensuring stakeholders feel comfortable and the conversation remains natural.