

Managing A Personal & Professional System #72
18 snips Apr 11, 2024
Mark Stephenson, senior partner at a big-four professional services firm, discusses the challenges of blending personal and professional GTD systems, effective meeting note-taking strategies, and utilizing AI tools for efficient organization.
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Mark's Note-Taking Challenge
- Mark uses Apple Notes for meeting notes and call triggers, including analog notes when needed.
- He organizes notes by date to keep a clear trail but finds it hard to extract actions later due to volume buildup.
Separate Action Items in Notes
- Flag actionable items during meetings separately to distinguish them from general notes.
- Rolling up actionable commitments at the top of notes improves recall and accelerates processing after meetings.
Post-Meeting Processing Needs
- Complex meetings require up to 20-30% of the meeting time afterwards for thoughtful post-processing.
- This post-processing helps clarify commitments and plan next steps, essential for high-performance roles.