Session notes.

A four-part format for your session notes. Keep the session focus and agreed next steps in one place.

See how the notes are organized

Use these sections to organize your own notes.

Session focus: The topic you discussed.
Key takeaways: The points worth keeping from the session.
Commitments and next steps: The action, who owns it and any deadline in your notes.
For the next session: Open questions to review before the next call.

Copy these four headings into your own notes template.

This page does not collect your notes.