What are your best practices / efficiency hacks to: note taking, project organization, deck creation, BD tracking, etc.? Feel like I’m getting stuck in my ways and less efficient than ever… would love some fresh perspectives

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Bro I hope you have some industry skills, because you are basically asking how to be a consultant.

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Great insight bro keep it up

Well, have to admit I didn’t expect to be shamed for my question … thread making assumptions about my gender, number of years in industry, number of years in consulting, and level… I’ve been at this for 16 years. I’m on multiple engagements. My day is meeting after meeting. I have kids at home. I don’t want to be leaving comments at 2am because that’s the only time I have to sit down and actually think (aka, not on calls). Things that used to work for me in managing my teams and providing feedback and reviews just don’t work anymore. I don’t have time. People work differently. That’s all I’m asking… the last comment was the only helpful one here. The rest of you seniors, I hope you’re not on my engagements because you’d be terrible at training and mentoring the juniors with those attitudes.

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OP, don't worry. We all started somewhere. We weren't born organized. :)

For day-to-day, I use a combo of MS Teams / Outlook integration (Calendar/To Do/Planner), Loop, Copilot Facilitator, various AI agents I created for different business needs, One Note, Notebook LM, and, maybe, electronic Sticky Notes / Excel.

For engagements, I use the previous and whatever the team/client uses... Kanban boards, MS Project, Azure, Jira, Power BI, etc.)

Consider telling Chat GPT/Gemini/Copilot your ask. Feed it info, like the tools your firm makes available to you for organizing/info sharing, etc. Tell it what you want to accomplish. Ask it for thoughts on how to proceed. Watch YT vids/shorts on the tools it recommends, to see how it/they might work for you.

Also consider asking a few trusted peers/leads/mentors in your firm. They can offer insights into tools the firm has.

Start small, simple. If you overcomplicate your approach, you're less likely to use it, or you risk using it inefficiently... leading to frustration and potential use stoppage.

Build on successes. Eventually, with time, exposure, and experience you'll find the approach/approach combo that works for you/your teams. Good luck.

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Sorry about any assumptions re years in the business. It's what people do... we fill in the gaps/make assumptions when info seems to be missing/not apparent. Not ideal, I know. Just an "is what it is."

Typically questions like this come from campus hires. Not shaming, promise. Just based on my experience. For context, I'm 50, w/ 25+ YOE.

Having said that, with your added context, I can now see where you were coming from in your OP.

Might be a good idea to provide more of a backdrop in future asks. E.g., the extra info you added in your response re: YOE, etc. was helpful. Based on the context, I might've framed my response a little different, too.

Still think the tools/approaches offered could help. They translate to all levels and personal/professional approaches to getting/staying organized. Again, good luck.

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Yes I laughed at your post but I say this - you seem to be a little overwhelmed. Keep track of things and don’t let your mind pressure you. You can lose all your efficiencies once nerves set in.
If you’ve done this for a minute you know what to do. I’d you’re new, you’ll figure it out - all you need is more reps

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