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"Essential for anyone who uses case notes." Factual Recording with Insight Academy 2023


I recently had the absolute pleasure of training a cohort of professional from a raft of organisations across Stoke on Trent. Yet again, I was working alongside the Expert Citizens Insight Academy. The course was ‘Effective Factual Recording’ which I realised some folks would think would be extremely dry. Oh, ye of little faith, this is the Steven Talbot Consultancy approach we are talking about here. There’s nothing rote or boring with my training, on the contrary, the course was created with lots of input from both professionals and citizens of Stoke on Trent.

Lucky ole me has had the feedback collated for him. So, cheers for that Jonathan (of Insight fame) and the learner comments are most illuminating.


Here in Stoke, we are so very lucky to have the Insight Academy and long may the dynamic approach to learning and development continue.


On completion of the training session has your confidence in the topic increased?


Yes 10/10

Was the trainer knowledgeable and able to answer your questions?


Yes 10/10


Would you recommend this training to others and why?


• Yes, very dynamic & adult learning focused, not as “dry” as I thought it might be

• Yes, very informative, essential for anyone who uses case notes or relies on recording evidence

• Yes, its informative and keeps your brain active during the session

• Helps build confidence and team working

• Absolutely – some people are terrible at note taking!

• Yes, very informative and fun

• Always! Amazing trainer, always a good laugh and full of experiences

• Yes

• I would recommend, I found the training interactive and that I gained a lot of knowledge, I enjoyed the teaching style of Steven.


How will the training you experienced shape your practice in the future?


• Pause & check case notes

• Will enable me to plan for better recording of information, help me to communicate factual info to colleagues / relevant people better

• It will help the way I think and do my work when meeting clients

• Re-enforce listening (active ) & collaborative working, make notes less “jargony” – a word?

• Will ensure I log information as soon as I can – use laptop, tablet even if on the road

• It will help me communicate effectively

• Much more delightful case notes!

• Focus more on facts, record as soon as possible after

• Ensure I accurately record case notes

• I will share some of the tips and tricks with others I am working with 😊

• Think more, be more aware of environmental moods, situations, between the lines.


What did you learn during this session? Was there anything you wanted to learn that was not there?


• Emphasis on clear facts & not assumptions

• Active listening, note recording, verb – active not passive, describe doer at beginning at sentence

• I learnt other people’s outlook on case notes and how easy it is to do clear informative sentences

• Recognizing importance of sentence structure – active verbs

• Importance of logging actual events / facts. Finding time to do admin each day

• How to write in-depth case notes to write facts

• Avoid assumptions!!! Active verbs

• To avoid opinion + record facts, to start with doer, use active verbs

• How to record factual information, to think before writing and ensure description

• I learned a lot about how not to record info and Steven is an amazing facilitator and love his stories

• Facts, evidence, Look at things from another perspective, open.


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