I had a couple of quick exchanges today with some analyst colleagues talking about what method we like to take notes during briefings. We all have our own way of storing them, sometimes a company repository, or a personal OneNote archive. I’ve always used a folder for each vendor within which I store content that can be searched with Google Desktop or some other search mechanism.
By far, my favorite way to take notes is inside Powerpoint files that the vendor gives me. I can keep the slides onscreen and make comments relevant to the picture in front of me. If I have to have a separate window for a text editor, I have to go back and forth, and I can’t easily connect the comments to what is being shown.
Some AR people tell me they use PDFs because they don’t want the content re-used, especially if it might be changed or taken out of context. A fair point, but why tell analysts things if not to have it re-told? There are rules we all follow about NDAs and such, and if we don’t – well, you won’t keep talking for long. John Rymer of Forrester offered a good alternative – annotated PDFs. The content can’t be changed, but you can take notes. Fair enough.
So: a poll.
AR: Which method do you use? And why?
Analysts: Which do you prefer? And why?
Please share, and use comments for color, as always. I’ll report on results when we have a reasonable number.
[EDIT: Poll was removed April 24, 2009. If you have comments please do add them to the comments. See later posts for discussion of results.]