Strategizing to Document Actions: A Guide for Visual Learners

Strategizing to Document Actions: A Guide for Visual Learners

As a visual learner, it's crucial to have all your interactions and agreements documented. This helps ensure that your work is recognized, and you have tangible proof of your contributions. Here are some effective strategies to convince your boss to document their requests and make sure you have evidence to back them up.

Why Document Requests?

Documenting requests and agreements is not only beneficial for visual learners but for all employees. It helps in clarifying expectations, reducing misunderstandings, and providing evidence in case of disputes. By requesting written documentation, you can ensure that your boss is more transparent and accountable.

Common Methods for Documenting Requests

When your boss makes a request, there are several methods to ensure that it is documented properly.

1. Request an Email or Note to Explain the Request

Instead of assuming verbal communication will be enough, always request an email or note. Explain in the request that you retain information better through written communication. This not only helps you but also puts the onus on your boss to confirm the request in writing.

Example: "Could you please send an email specifying the details of the project? I find it easier to remember things when they are written down."

2. Save All Company Communications

Ensure that you maintain a record of all company communications. Keep each interaction sorted by the person it was with. This not only helps you in recalling details but also provides a clear audit trail.

3. Outline Plans in Email Memos

If you need approval for a plan, send an email memo outlining the details. Request input or approval from the proper manager. If the manager responds without rejecting any points, consider it a strong endorsement.

Example: "I have outlined the plan for the upcoming project in this memo. Please review and provide any feedback or approval. I appreciate your input." If they don't reject any points, it's a strong indication that they're on board.

4. Use Protected Email Folders

Create a protected folder within your department where all critical policy matters are stored. Make the folder name clear and visible (e.g., "CRITICAL POLICY MATTERS—READ DAILY"). Encourage your boss and colleagues to send all important updates to this folder. Ensure all team members are aware of the need to check this folder daily.

Example: "Could we please start sending all critical policy updates to a protected folder named 'CRITICAL POLICY MATTERS—READ DAILY'? We should check this folder daily to stay informed."

Additional Tips for Success

Always aim to conduct yourself as if you were the boss. This mindset not only helps in getting noticed but also in ensuring that you are seen as reliable and professional.

Lastly, always follow up on your communications. Send follow-up emails asking for confirmation of understanding. Even if the boss doesn't respond, you will have a record that can be referenced later if needed.

By implementing these strategies, you can ensure that all your requests and agreements are documented and easily accessible, providing a clear paper trail for your work and contributions.

Final Word

Remember, a well-documented trail is not only reassuring but also a strong bargaining tool. It shows that you are proactive, detail-oriented, and seriously committed to your job. This approach will help you build a strong case for your value and potential advancement within the organization.