Consulting Consulting
Consulting Finance General
Login Sign up for free Sign up for free
Consulting Finance General
Community
Meeting Board
Consulting Q&A
Interview Partner
Premium Membership
Coaching
Coaches
Coaching Packages
Consulting Q&A
Resources
Case Interview Basics
Case Library
AI Casebot
Tests & Guides
Mental Math Tool
Stress Questions
Drills
Video Tutorials
Brainteaser
Career
Employers
Career Events
Consulting Jobs
Consulting Blog
Sign up for free
Login
Community
Meeting Board
Consulting Q&A
Interview Partner
Premium Membership
Coaching
Coaches
Coaching Packages
Consulting Q&A
Resources
Case Interview Basics
Case Library
AI Casebot
Tests & Guides
Mental Math Tool
Stress Questions
Drills
Video Tutorials
Brainteaser
Career
Employers
Career Events
Consulting Jobs
Consulting Blog
Schedule mock interviews on the Meeting Board, join the latest community discussions in our Consulting Q&A and find like-minded Interview Partners to connect and practice with!
Meeting Board
Consulting Q&A
Interview Partner
Premium Membership
Back to overview
Mike (Mustafa)
on Jul 30, 2020
Global
I want to receive updates regarding this question via email.

Taking notes and documenting daily diaries - Who do you do it?

Hi all.

I have taking up an exercise to help me with my day-to-day tasks.

At the beginning of the day, I note down what I will be doing for the day. At the end of that day, I will write a summary of what has been done, key learning, and useful resources.

I have been doing this for 6 months now. 

What I have noticed is that my productivity, communication skills, and even performance reviews started going really well and the outcomes were in my favour, for the most part.

Additionally, I started to learn more about myself, what sort of skills I need and how to find resources to develop my skills.

I wanted to ask:

  1. Do you have your own daily note-taking routine?
  2. How effective is it?
  3. How did you improve it?
  4. What am I missing as I am taking my daily notes?
  5. What useful resources do you recommend?

Your input, experience and thoughts are highly appreciated.

Cheers!

4
1.9k
16
Write an answer
Be the first to answer!
Nobody has responded to this question yet.
Top answer
Jasper
Coach
on Jul 30, 2020
Expert Financial Services | ex-FinTech Unicorn Manager | 250+ real interviews | 14y+ int work exp | ESCP Business School

Hi Mike, 

excellent question for consultants as it's both very structured and about meeting goals!

To answer you're questions: 

ad 1.: Yes, I start with a coffee too ;-) and then I write down what you want to to that day including priorities. 

ad 2.: Pretty effective. Because without goals or decisions you're probably rather "muddling through" the day

ad 3.: Simple review of did I achieve my goals and how fast. It is very helpful to set a time limit for each task and to finish/complete it after this time! Like "better achieving 80% in 20% of the time, than investing another 80% to achieve the last 20% and being "perfect". Decision taking helps"

ad 4.: see "ad 3."

ad 5.: I made the experience that it doesn't matter if you use a pen and a piece of paper or a sophisticated app. But: Be consistent with the "tool" you're using and communiate with others others!

I'm sure you'll get much more feedback on this because everybody does it differently. But I'm already very much impressed that you were consistenly taking notes for the last 6 months!

All the best - Jasper

8
Contact coach
1 comment
Mike (Mustafa)
on Aug 03, 2020
Thank you. I appreciate your feedback. You bring up some really important points. I will improve my note taking. Now, I have moved to more details. I am writing pages of notes for one day at some points. But it is helpful.
Francesco
Coach
on Jul 31, 2020
#1 Coach for Sessions (4.500+) | 1.500+ 5-Star Reviews | Proven Success: ➡ interviewoffers.com | Ex BCG | 10Y+ Coaching

Hi Mike,

Interesting questions. Here is my experience on your points

  1. Yes, I actually track down all the key activities I do everyday
  2. Tracking is super-effective and the majority of the very productive people use it
  3. Here are some things that helped me:
    1. For routines, write down in rows your progress (eg in excel) so that you can visualize it, that’s great to keep the flow day after day
    2. Use an accountability partner for your goals – it helps to commit more
    3. Plan the goals for next day (max 3) the night before
  4. See 3
  5. If you want to move to the next steps in terms of productivity, subscribe to Darren Daily and read the Compound Effect by Darren Hardy – lot of great tips to improve. Plus Atomic Habits and Getting Things Done also have good tips on the topic

Best,

Francesco

7
Contact coach
1 comment
Mike (Mustafa)
on Aug 03, 2020
Great notes and feedback! I really appreciate it and will certainly follow your recommendations.
Robert
Coach
on Aug 03, 2020
McKinsey offers w/o final round interviews - 100% risk-free - 10+ years MBB coaching experience - Multiple book author

Hi Mike,

  1. Yes, I guess more or less every consultant learns that at some point in time - latest after the first disappointing performance review. I guess there is no need to overthink that in principle - take your notes in whatever way works (actually it's one of the very few things I still like to do with a physical sheet of paper, but it's just my personal preference).
  2. Highly effective. You need to learn fast and consistently. Unless you have a systematic method to do it, you won't increase your performance fast and consistently enough.
  3. From my observation the most important thing is just doing it. Improving comes naturally - over time you just do it automatically to distill the most important issues and root causes out of your daliy occurrences. Good to improve, but don't try to over-optimize it, just do what feels natural and where you have most area for improvement (i.e. where your feedback was most devastating).
  4. Based on your short summary I'd say the specifics a) to understand the specific factors of that situation and how to recognize them next time to make it better from the beginning, and b) metrics (might be qualitative) to understand next time if you had a more successful approach).
  5. Never read a book or some specific resources on that - what worked for me was combining different 'best practices' from various successful persons, that's it.

Hope that helps - if so, please be so kind to give it a thumbs-up with the green upvote button below!

Robert

6
Contact coach
2 comments
Mike (Mustafa)
on Aug 04, 2020
Hi Robert. Very great points. It is true that just consistency in doing it makes a huge difference. I am working towards some form of quantifying the work. I just need to keep doing it. I like your 5th point. It isn't about one book or another. It is exactly the way you describe it. I am just trying to learn from various resources on how to make things better, how to make myself better. That is my focus. Learning.
Robert
Coach
on Aug 04, 2020
McKinsey offers w/o final round interviews - 100% risk-free - 10+ years MBB coaching experience - Multiple book author
Great, glad there were some points for you included to take away! All the best for your improvement - and remember, it's a journey!
Deleted user
on Jul 31, 2020

Dear Mustafa,

Thank you for your questions. It's very good that you're taking daily notes. It's actually one of the habbits which are extremely common in the consulting. It's absolutely great that you have this habbit, even before working in consulting. 

It has been my routine since I only remember myself doing lists, but what I would recommend you to do it not on the daily basis, you may also write your plans and set up your goals for a week, for a month. And also you should have your yearly objectives and constantly track. In this way you will become very efficient machine. 

What else I can recommend you is to read "7 habbits of highly effective people" by Sephen Covey. Just google it on the Amazon. 

Hope, it helps,

If you need any further tips and insights related to this topic, just drop me a line and I'm happy to share my experience with you. 

Best,

André

5
1 comment
Mike (Mustafa)
on Aug 03, 2020
Thank you very much for your feedback. I am not in the consulting line, and I don't think I have the capabilities to make it as a consultant. BUT I am trying to learn how consultants do things on regular bases, what sort of habits they pick up along the way and how these habits make them better as time progresses. At my age, I don't think consulting firms would be interested in me. BUT I digress. I recently finished "7 Habits of highly effective people" It is extremely helpful. I also am practising to set long term goals. I am currently handling cases/projects, and these are the work targets for each Q. But I need to do something more on a personal level. Which is a work in progress after seeing the feedback here. Cheers.
Sign up for free to read all answers.
Sign up for free to read all answers.
Yes, I would like to be informed about new content, exciting jobs, relevant events, and selected employers.
By creating an account, I confirm that I agree to PrepLounge's Terms of Use. Please read our Privacy Policy.
Sign up with
You already have an account? Log in here.
Similar Questions
Consulting
Which strategy do you think is best regarding the prompt and clarifying questions?
on Nov 26, 2023
Global
7
3.0k
Top answer by
Francesco
Coach
#1 Coach for Sessions (4.500+) | 1.500+ 5-Star Reviews | Proven Success: ➡ interviewoffers.com | Ex BCG | 10Y+ Coaching
38
7 Answers
3.0k Views
+4
Consulting
Laptop Notes during interviews
on Aug 29, 2023
Global
9
2.4k
Top answer by
Udayan
Coach
Top rated Case & PEI coach/Multiple real offers/McKinsey EM in New York /12 years recruiting experience
49
9 Answers
2.4k Views
+6
Top Answer by
Jasper
Coach
Expert Financial Services | ex-FinTech Unicorn Manager | 250+ real interviews | 14y+ int work exp | ESCP Business School
To coach profile
Related Article
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. 
View article
Similar Questions
Consulting
Which strategy do you think is best regarding the prompt and clarifying questions?
on Nov 26, 2023
38
7
3.0k
Consulting
Laptop Notes during interviews
on Aug 29, 2023
49
9
2.4k
Everything for Your Career
  • Interview Coaching
  • Q&A
  • Interview Partner
  • Mental Math Tool
  • Interview Drills
  • Stress Questions
  • Blog
Everything for Your Career
  • Interview Coaching
  • Q&A
  • Interview Partner
  • Mental Math Tool
  • Interview Drills
  • Stress Questions
  • Blog
Popular in Consulting
  • Case Library
  • Meeting Board
  • Case Partner
  • Case Interview Basics
  • Case Interview
  • Consulting Q&A
Popular in Finance
  • Finance Q&A
  • Interview in Investment Banking
  • Investment Banking Salaries
Popular in Consulting
  • Case Library
  • Meeting Board
  • Case Partner
  • Case Interview Basics
  • Case Interview
  • Consulting Q&A
Popular in Finance
  • Finance Q&A
  • Interview in Investment Banking
  • Investment Banking Salaries
Consulting and Finance Employers
  • RWE Consulting
  • Whiteshield Advisory
  • All Employers »
About PrepLounge
  • For Companies
  • For Universities
  • For Coaches
  • About Us
  • Career
  • FAQ
© 2012 PrepLounge
Our servers are powered by electricity from renewable sources.
  • Cookies & Privacy
  • Terms & Conditions
  • Imprint
  • Sitemap
  • Contact
Questions or Feedback?
Select category
  • Select category
  • General Feedback
  • Case Interview Preparation
  • Coaching
  • Technical Problems
  • Other
Your name
Your email address
Cancel