Skip to main content
Instructions

Write the note that removes a guess.

The best practical instruction does not try to say everything. It answers the next question in words another person can recognize and act on.

All field notes

State the situation, location, and next action

A useful instruction usually begins with the situation it relates to, the relevant record or place, and the next practical action. This removes the need to infer why the note was written.

Keep the first sentence plain. Another person should be able to understand it without needing the whole history first.

Use the words people use in real life

Write the name a household uses for a drawer, folder, account, property, or person. Formal labels have a place, but familiar language makes a note easier to find and understand under pressure.

  1. Be concrete

    Say where a relevant original, supporting note, or contact detail can be found.

  2. Explain the purpose

    Give the reader one sentence about why the item matters before asking them to act.

  3. Leave room for a question

    Name the next person or institution to contact when the note cannot answer everything.

Review the note after life changes

Instructions age when people move, services change, documents are signed, or responsibilities shift. A short review keeps the note from becoming a source of false confidence.

The goal is not perfection. It is a clearer first step for the person who needs to understand what comes next.

Continue reading

The first record someone needs to find

A practical way to make one important record easier to find, understand, and use.