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I can search and find easily. Stores Are You Checking Out These Days? I got one of the patterned ones from Target. 300?) I think with 1) you just have to accept that X may not get done even if DFM did promise to do it. Slips easily into my bag, looks professional when I pull it out. But what if you want a conversation on the record and the person you’re talking to calls you on the phone? My boss will be so pleased to know that Rep. Smith is on board. I recently posted a similar topic with tips on time keeping for those of us in the nonprofit/legal aid world: http://lifewithoutprofits.blogspot.com/2014/06/how-to-stay-organized-at-work.html. put. There’s huge variation in how different working environments enforce this sort of recordkeeping, often based on how regulated the sector is. He just wants to make sure that if the project fails, no one will blame him.”. Secondly, you never know when your commitment to keeping good records will save your hide. not. Perhaps we should talk through further since it seems like we may want to reconsider strategy X?”. Same with my phone call and meeting notes. Also, I think sometimes you need to let things go (this is on #2 still). ♦ Your boss or supervisor might blame you for something you know you haven’t done. So how DO do you organize, file, and otherwise keep track of your meeting notes, emails, and phone calls? In addition to rigorous email filing, having a Word doc for each of my major matters has been tremendously helpful to record the upshot of client calls or why we made certain decisions (especially when managing document reviews for government investigations). Thank you for outlineing it all for us. Sometimes you want an alternative way to say “we need to be thorough, and make sure we’re protected if it fails” without that connotation of selfishness. Basically, if you’re worried that what you’re about to write could be used against you, end up in the wrong hands, or harm the project you’re working on, do. Plans. You should be using your documentation here to be helpful (suggesting what to do about the situation) rather than contrarian. I’m in finance not law or politics and use these same tactics daily. Thank you again for all your hard work on this matter, Sincerely, Belle.”. Because your agent, Ms. Jane Doe, told me when I called her on the afternoon of June 1, 2013 at 1-800-XXX-XXXX that you could and it is called a code X.”). But what you can do is send an email before due date of X comes to pass, with prior email included below and say something like, “Just checking in – are you still doing X?” Maybe it will still get you no where but maybe it will lead to a more productive outcome because you won’t be putting DFM in a defensive posture. DFM either: (1) ignores it, (2) denies it or (3) calls us names. That’s a massively high number. Additionally, he was unhappy with some initial work and I had to regain his trust. I also think it is important to remember that not everything should be an email, and that keeping something off the record doesn’t always mean someone is up to no good. I keep labeled binders in my desk with e-mail printouts. I actually do this in my personal life too. Unless DFM is your ex-spouse and liable for child support–but that’s a whole different ballgame. I write to-do lists every other day or so, when I have a lot going on. A lot of the suggestions can be useful for organizing normal, every-day work as well. I work with authors in publishing. Keep good records and always remember: It’s better to have it and not need it, than need it and not have it. That way it’s all in one chain. So, I BCC myself a ton and never delete sent items (much easier to search sent items sometimes). His clients work in Istanbul, Bucharest, and Sofia for companies like Allianz, 3M, P&G, Citibank, and Reckitt Benckiser. It's CYA to the max, and it's a sure way to alienate customers--some of whom likely have been loyal for a long time. I would say that I might need to add CYA now, but i'm still skeptical! With boss: Boss sends email saying do X. I do X. What Are You Doing for Halloween This Year? I do all of this and it is extremely useful with opposing counsel, third parties at work and in my private life (“Oh, really, Bank X, you can’t do that? Maybe I don’t work in as adversarial an environment (law), but generally, just keeping my emails organized, having an X1 overlay in my Outlook (amazing program–makes Outlook super-searchable), and keeping detailed meeting notes is enough. Jennifer Lau 123 Main Street Anytown, CA 12345 555-555-5555 jennifer.lau@email.com. Sure, he can claim he never said that. It wasn’t so much CYA for me as it was staying on top of things. The CYA letter is not a goddamn artistic masterpiece, nor does it have to sound professional and filled with the appropriate legal terminology. Occasionally, we’ll be talking about a course of action that we took and why we took it (sometimes after things have gone south), and he’ll have zero memory of earlier conversation/communication in which he said to do X. You are writing that shit to break the topic and their decision, and the likely consequences, down into “moron speak” from Idiocracy. Roger Lee Sales Director Atlantic Co. 123 Business Rd. I can’t turn it off but I wouldn’t want to since it’s been so useful. They’re dated, and I’ve included a quick index in the front for major issues. What New (Online?) My workplace is collaborative. I love the age of technology, but if I need something fast, I know exactly where to find it. to protect against downside risk (example: “We need to protect against downside risk.”) Working in politics taught me a number of valuable lessons, the most important of which was how to keep excellent records. My approach would be to say, in our follow up meeting, “We actually talked about this, and my recollection of our plans was that I was to do X. So, if Boss tells me in email to do X, I’ll reply to that email with whatever X was. Have a wonderful day! Example: “That email was mostly CYA. Most times it was my boss following up with me on an issue we were having with a vendor or customer. “CYA” (cover your ass) is a great phrase for office life, but sometimes it has connotations of selfishness, like you’re saying someone just wants to protect himself, he doesn’t really care about the group or the company. 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