Open your note-taking sheet
Type your notes straight into the structured sheet, then copy or download them at the end.
Your Job
- Listen out for the learning from the discussion and write down the key points
- Help notice what the discussion says about safety culture
- You are not just a note taker — you are the person who helps capture the important learning from the conversation
Do Not
- Judge, blame, or score
- Solve the problem
- Take over the discussion
What You Are Listening For
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What practice is being described?
- What happens? Who is involved?
- When does it happen? What starts the process?
- What happens after?
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What makes the practice useful?
- Why do people use it? Why do people trust it?
- What does the supervisor, manager, or leader do that helps?
- What does the crew do that helps? What follow-up happens?
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What makes it work in practice?
- What helps the practice work well? What makes it harder?
- Does it work differently across crews, shifts, sites, or contractors?
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What does the practice say about safety culture?
- Trust? Speaking up? Leadership? Learning? Accountability?
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What should be remembered from this discussion?
Try to finish these two sentences:
- "This practice works well because…"
- "This tells us our safety culture…"
How to Take Notes
- Write short notes — you do not need to write every word
- Do not record names
- Use neutral language — capture what was said, not your judgement
Write this way
Not this way
"Workers said follow-up helps people trust the process."
"Management is bad at follow-up."
"The practice works better on some shifts than others."
"Night shift does it wrong."
"The group said the process is useful when supervisors respond quickly."
"Supervisors must respond faster."
When You Can Speak
Most of the time, let the Informant and Active Listener talk. But you are allowed to speak briefly to help the group capture the learning.
- When you are not sure what to write down
- When the group says something important about why the practice works
- When the group starts jumping to solutions too soon
- Near the end, to summarise the learning
- "Can I pause for a second to check what I should capture?"
- "I heard something important there. Is the main point that…?"
- "Before we move on, what makes this practice work well?"
- "What does this tell us about safety culture?"
- "Can I read back what I captured?"
Keep your comments short. Do not take over the Active Listener's role.
Keeping the Discussion on Track
If there is judging, blaming, or solving, gently bring the discussion back.
- "Can we stay with what actually happens?"
- "Can we focus on why this practice works well?"
- "Can we capture the safety culture lesson from that example?"
- "Can we avoid naming people and keep this about the practice?"
Discussion Cards
Open the card deck to see the dimension and card the Informant is working from.
Recorder Reminder
- Capture the learning, not every word
- Use neutral language
- Do not record names
- An improvement idea is optional — not a required outcome