The Importance of Your Calendar and Meeting Notes

The Importance of Your Calendar and Meeting Notes - Employer Defense

What is the importance of your calendar and meeting notes?  How might a few extra steps protect your company and reduce exposure associated with any business dispute?

Many San Diego business professionals, employers, contractors and real estate investors don’t realize the value of keeping a detailed calendar.  A calendar is a daily record of your activities that can be admissible in Court, and is often a valuable tool in any business litigation in San Diego.

Never underestimate the importance of your calendar and meeting notes.  Your calendar shouldn’t simply track meeting times and attendees.  Add notes about what was discussed, what action was taken, what work was completed, and any agreements which were made.  Oral agreements and promises to perform can be noted and this documentation, when combined with other evidence of the existence of the oral agreement become valuable evidence in a business dispute or litigation.

Start every meeting with a simple notepad.  At the top of the notepad simply write down the date and time, attendees and the primary focus of your meeting.  Make sure to capture notes about any important issue(s) which arise, and as little or as many details about the meeting as you need to capture the essence of what was discussed.

Details which seem unimportant in the moment may be the difference between the ability to show good faith effort or action on a contract or business project, and losing a lawsuit for breach of contract.

Do you make notes while you work?  Information is power, and the party who can provide the most substantive contemporary information will carry the day in any resulting dispute.

Consider taking a few moments to document how much work was accomplished on a given date, and how many hours you spend on one project or task versus another.  These details go a long way to protecting your interests down the road.  There will come a day when a dispute arises and the importance of your calendar and meeting notes in resolving that dispute cannot be overstated.

We invite you to review the strong recommendations of our clients and contact the Watkins Firm or call 858-535-1511 for a complimentary consultation today.