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Anonymous A
on Oct 22, 2018
Global
I want to receive updates regarding this question via email.

Taking Client-Friendly Notes

Dear all, 

I'm not experiencing any problems with my notetaking i.e. was never a problem while solving a case. However, I need on average at least 3-4 pages for each case - not that "sexy".
I still have time with my case study prep. and got very good expert feedback so far. Hence, I would like to improve my note taking skills to become more client friendly. 

Any tipps and/or ressources?
Can the book "the pyramid principle" be helpful for this?

Thanks a lot.

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Top answer
Francesco
Coach
on Oct 22, 2018
#1 Coach for Sessions (4.500+) | 1.500+ 5-Star Reviews | Proven Success: ➡ interviewoffers.com | Ex BCG | 10Y+ Coaching

Hi Anonymous,

if you have too many pages as notes, it could be that:

  1. you are leaving blanks in the page - which means the structure for the notes can be improved
  2. you are writing too large
  3. you are writing too much information

Below you can find some possible solutions:

1) If the issue is related to blanks in the page, my recommendations would be to divide the first page into 4 areas as reported below; when taking notes, you can then put the information in the appropriate box. The left column and top row should be smaller than the right column and bottom row to leave space for the structure. Sometimes you would have to go back and forth, as you may get information, objective 1, additional information, objective 2, etc. top-left:

  • who is the client
  • bottom left: initial information
  • top right: objectives
  • bottom right: initial structure

After the first page, you can still divide the page into four parts. Left and right could now be at the same distance. Top row should be smaller to leave more space for the structures:

  • top-left: name of the first area analyzed
  • bottom left: structure for the first area
  • top right: name of the second area analyzed
  • bottom right: structure for the second area

You should keep the page horizontal to optimize the space with this structure.

2) If the issue is related to the dimension of what you write, you could simply try to reduce the dimension of the letters - which would require quite some practice if you always wrote in this way.

3) If the issue is related to writing too much information, you could:

  • Use abbreviations. Eg, for revenues use R, for costs use C, for increase use an arrow directed up, etc.
  • Write down essential information only. You don't have time to write everything, thus you should exercise in writing down only the necessary information. If you have a client which produces steel which has four plants, with a revenue problem, your notes could be something as Steel producer, R (arrow down), 4 plants

Hope this helps,
Francesco

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Guennael
Coach
on Oct 22, 2018
Ex-MBB, Experienced Hire; I will teach you not only the how, but also the why of case interviews

Needing multiple pages is not a big issue if you always know what is where - but I agree it is suboptimal when a candidate starts moving things paper around and gets lost due to too many pages.

Here is how I set up my page:

1. At the top of the page, I write the question

2. Right below, I draw out my framework

3. Below still, I do my calculations & write down my significant findings (which I put in a box to quickly find them at the end if needed)

4. On the side, I draw a line ~1 inch away from the edge; at the top of that long rectangle, I write out a couple of words for each interim conclusion I have (useful at BCG if the interviewer doesn't leave me any time to prepare a final recommendation

5. At the bottom of that rectangle, I'll write down crazy ideas I have in the middle of the case but that aren't relevant just at that moment. That will help me not forget, and perhaps use in the 'conclusion / next steps' if I haven't addressed by then

Some people write a lot, or write big. If so, a 2nd page can be useful for the question + recommendation; a 3rd page can also be used for all the math. I think that's probably the maximum number of page most people can properly use in a case; anymore and you will stress yourself out while trying to find what you are looking for.

Hope this helps; good luck!

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Vlad
Coach
on Oct 22, 2018
McKinsey / Accenture Alum / Got all BIG3 offers / Harvard Business School

Hi,

Split the main sheet into 2 parts and then the left part into 2 quadrants:

  • Upper left - initial information given at the beginning of the interview and while asking clarifying questions
  • Lower left - Your objective. The objective should be measurable and should have a timeline
  • Right part - Your structure and the whole case flow

Also, a good practice is to put the key numbers near the corresponding buckets. 

! Have a separate sheet for math calculations !

Best!

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Deleted user
on Oct 22, 2018

Agree with Guennael - also his approach is nice, try it. 

But just one thing: On the job, there is no such thing as "too many notes". You will be juggling a million things at once, so even though you think you will remember something, a week later you will thank whatever deity you lean towards if you wrote it down, because more likely than not you WON'T remember. So keep that habit!

there's even a saying about this in German: "Wer schreibt, der bleibt"

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Note-taking in Case Interviews
Case interviews are one of the biggest challenges in the consulting recruitment process. Having a clear structure is the key to success. Organizing the information effectively is a really important step to mastering the interview. This is where good note-taking comes in! In this article, we will show you how to take notes during a case interview in a way that keeps you focused, organized, and ready to impress your interviewer. Why Are Notes So Important in a Case Interview?Notes in a case interview aren't just a personal tool—they're also a way to show the interviewer that you think in a structured and organized manner. A solid note-taking strategy can help you:Understand the case structure: When you can see all the information laid out, it's easier to spot patterns and connections.Stay on track: Especially in complex cases with lots of details, having structured notes helps you quickly reference key points.Back up your arguments: Well-organized notes allow you to support your conclusions with specific data, making your points more convincing. Basic Principles for Effective Note-TakingPreparation is key to effective note-taking during a case interview. Before the interview starts, make sure you have a clean, organized sheet of paper or a notebook ready. Keep multiple sheets available to avoid running out of space mid-interview. Consider pre-drawing a basic framework, such as a grid or sections for hypotheses, data, and questions, so you can immediately start organizing the information as it's given. Lastly, have a pen and backup writing tools within reach to ensure you aren’t scrambling for materials once the case begins.An effective note-taking strategy relies on a few key principles. First, organize your notes into clear sections such as "Gathering Information," "Analysis," and "Conclusions" to maintain focus and facilitate quick reference. Write neatly and use a single side of the paper to keep everything visible and accessible.Concentrate on the essentials by noting only key points, crucial facts, and important numbers. Avoid excessive detail, as this can overwhelm you. Begin your notes by summarizing the client’s situation and goals at the top of the first page, and leave space for additional notes as the interview progresses.Use abbreviations and symbols to speed up your writing, and consider a landscape format for more space to include diagrams and visuals. Aim for simplicity and clarity in your notes, which will help you communicate effectively during the interview. Lastly, create a concluding sheet that summarizes your findings and recommendations for easy reference later. The Three Phases of Note-TakingIn a case interview, organize your note-taking process by dividing it into three main phases:1. Gathering InformationTo effectively gather information during a case interview, it’s crucial to listen carefully as the interviewer introduces the case. Pay close attention to the key details, especially numbers and specific data points, as they will be essential later. If you notice any gaps in the information provided, don’t hesitate to ask targeted questions to fill those gaps, and make sure to record the answers clearly. Additionally, creating a separate, organized list of all the information you receive can help you stay on top of the details and quickly identify any missing pieces.2. Structuring and Analyzing InformationBuild a framework on a separate sheet to structure your analysis. Tools like decision or issue trees can break down complex problems into smaller, manageable parts, helping you analyze key issues and organize your thoughts. This approach also ensures clear communication during the case interview.Visualizing your ideas not only aids in your analysis but also demonstrates to the interviewer your ability to organize information visually. Additionally, writing down different hypotheses and their potential outcomes makes your thought process more transparent and helps you explain it clearly during the interview.3. Drawing ConclusionsSupport your arguments by using your notes to back up conclusions with concrete data, which demonstrates confidence and strengthens your recommendations. Keep your notes well-organized so you can easily reference them if the interviewer asks about your process. Practicing Your Note-Taking SkillsLike any skill, note-taking improves with practice. To hone your abilities, try doing mock case interviews or analyzing case studies on your own. Focus on writing down only the most critical information, using bullet points and abbreviations to capture ideas quickly. Time yourself to simulate the real pressure of an interview and review your notes afterward to see if they are clear and well-organized. Another useful technique is to record yourself talking through a case, then take notes based on the recording to practice capturing key points on the fly. Regular practice will make you more confident and efficient during actual interviews. Conclusion: Mastering Your Note-Taking for Case Interview SuccessNote-taking in a case interview is more than just a memory aid—it’s a key tool for solving the case in a structured and efficient way. When you learn to gather information effectively, organize it within a clear framework, and use it to build your arguments. Remember, your notes reflect your thinking style. So, practice your technique, develop your personal approach, and turn every note into a valuable tool for success in your next interview!In our Case Library, you'll find numerous other relevant topics such as market analysis, market entry, restructuring, and much more. Why not take a look inside? 🚀Do you have a question about note-taking skills that we haven't covered in the article yet? No problem! Just ask our experienced coaches in our Consulting Q&A. 
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