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What happened? private note template
Write facts, not labels. If you're unsure whether something is a fact, mark it "not sure."
This tool doesn't create an account or save your answers. If you want to keep your work, copy it into your own document or print this page before leaving.
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Date
Time
Where or how did this happen? (Meeting / in person / email / chat / phone / video call / other)
Who was involved?
Who was there or may have seen or heard it?
What did I directly see or hear? (Write what happened. Use exact words if you remember them. If you're not sure, say so.)
What did someone else tell me? (Mark this as second-hand information. Include who told you.)
How did this affect my work? (For example: delayed work, unclear expectations, missed meeting, changed deadline, reduced access to information.)
How did this affect me? (Optional. For example: distracted, upset, unable to focus, needed a break, poor sleep.)
What did I do next? (For example: replied by email, asked for clarification, took a break, spoke with my manager.)
Follow-up date
What do I need to check, clarify, or decide next?