14+ Note Examples & Templates in Excel

There are many ways to pass around information to a recipient. This can be expressed verbally or through a written document. Choosing a good communication medium would typically depend on the most effective option for the circumstance you are in. However, selecting the most efficient tool there is can also seem like a challenge for most.

One of the best ways to get a message across is through the use of a note. This is more than just a paper filled with scribbles, as they often carry pertinent information about a matter at hand. To learn more about these notes, let’s take a closer look into how they are used and created.

Key Elements of a Note

While there aren’t any hard and fast rules when it comes to writing a note, a good note is typically comprised of the following elements:

1. Date: Specifying the date as to when the note was written is important in terms of documentation. This proves that the writer had successfully informed the recipient of a given matter, and that the message had been acknowledged by the receiver. In several occasions, the date may also be necessary for tracking purposes, especially when dealing with bank notes and other business-related notes. Most people tend to store these notes for future reference as well.

2. Sender & Receiver Information: Writing the note is one thing, and making sure your message is delivered to the right person is a whole other responsibility you don’t want to mess up. Some notes may even contain a professional letterhead of the sender, followed by the name of the person it is addressed to. To ensure proper identification and accuracy, you may also want to include one’s title, position, department, address, and contact details.

3. Subject: This usually comes in the form of a summary of the note’s content. Similar to that of an email, this provides the recipient with an overview of what to expect from the note. Using a group of words or a phrase is essential to keep the subject short and simple. Providing a gist of what the note is for may also eliminate any assumptions or speculations surrounding the note’s purpose. By indicating what the note is for, recipients can quickly determine whether the note is something they should prioritize or set aside for later.

4. Message: As the most important part of the note, this should expound what has been indicated in the subject area. The length of your message may vary depending on what needs to be covered and the complexity of the matter at hand. But because you’re writing a note as opposed to an official letter, it’s best to keep your content as brief as possible. Other important details may be discussed in a separate document or as part of a meeting agenda. This should make it easy for recipients to comprehend your message even after a single read.

5. Signature: While this may not be applicable all the time, signatures are still required when processing legal or professional documents. One good example would be the nursing notes filed in clinics and hospitals. Nurses are typically required to sign the note to validate its authenticity. Given that the document is likely to contain sensitive information regarding a patient, affixing one’s signature is important to prove that it had been noted by the said nurse.

10+ Note Templates

Custom Delivery Notes

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Delivery Receipt Note

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Furniture Supply Delivery Note

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Goods Delivery Note

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Return Delivery Note

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Sample Goods Delivery Note

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Simple Delivery Note

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Simple SOP Template

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Standard Operating Procedure

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Vehicle Delivery Note

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10+ Note Examples

Counseling Progress Note

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Student Absence Note

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Formal Promissory Note

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Professional Excused Absence Note

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Size: 7 KB

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Promissory Note Contract

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Size: 10 KB

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How to Make a Note

Writing a note is pretty similar to letter writing. It’s an easy process that anyone can accomplish in a matter of minutes. But because a note can be used to communicate critical information, especially in the fields of healthcare and business, constructing the note must be done clearly and carefully. That being said, here’s a guide as to how you can create an effective note:

1. Identify your purpose: What is the note for? Who will it be addressed to? Knowing the answers to these questions will help you determine the exact content of your note. The tone and structure of your note may also be tailored according to what you want to convey and achieve with your message. Be sure to have a defined goal before you begin writing the note to ensure a successful delivery.

2. Create an outline: Writing your thoughts directly on paper is bound to generate a lengthy outcome. Thus, you’d want to begin by outlining your content. An outline will highlight the key points of your note, allowing you to prioritize items accordingly. Gathering vital information beforehand will also ensure a smoother flow of words. It doesn’t need to be too perfect, as you could always revise the document as you proceed to the next step.

3. Write your content: Now that you’ve constructed an outline of your note, it’s time to finalize your content. The subject, receiver and sender information, along with your message should be made apparent. This should be written briefly in short sentences and concise paragraphs for better comprehension. It’s important to discuss the subject in proper detail to avoid ambiguity as well.

4. Affix your signature: In some instances, especially involving legal documents, including your signature is crucial to guarantee legitimacy and credibility with your note. A signature will also help certify that the note had been issued by the authorized individual. Even with typewritten notes, signing the document in black or blue ink is essential. Remember to leave a space for you and your recipient’s signature only when necessary.

5. Proofread and edit: Once you have covered all the necessary bases, always remember to proofread your content. Review the note for any spelling or grammar mistakes committed and apply the required adjustments. This is especially important when numerical values are involved, considering how incorrect details may potentially lead to a series of problems. The structure and flow of your message should also remain coherent from start to finish. Editing should be done immediately after an error has been located to avoid further issues. You may also see case note examples.

Simple Tips for Writing Notes

Now that we’ve discussed the basics of creating a note, let’s find out how you can improve your note writing skills through the tips provided below:

  • Make it readable: Don’t make it hard for readers to understand what is written on your note. This will only cause a reader to misinterpret the message being conveyed. In addition to writing legibly, be sure to use a simple language and to structure your content in such a way that is logical and understandable. It’s best to consult a colleague (or even a dictionary) if you experience any trouble.
  • Use a numbered or bulleted list when necessary: To help cut down chunks of information, breaking it into separate items on a list will ensure better comprehension. This will also make it easier for you to prioritize items according to what’s vital and urgent. This is a good technique to use when communicating a set of instructions and guidelines to your recipient. You may also see progress note examples.
  • Keep it straightforward: Avoid composing a lengthy note by going straight to the point with your message. If you’re relaying information from a different source, avoid writing word for word. Using basic wording and shorter sentences is highly advisable to avoid confusion. Keep it simple and direct by stating your exact purpose and providing a brief discussion.
  • Highlight key information: Make it quick and easy for people to find what they’re looking for in your note by using headings and subheadings to categorize information. Using a bold and larger font will help emphasize these sections and draw the eyes toward what’s important. This should be noticeable at first glance to allow readers to scan across the document and grasp what they need.
  • Leave space for comments: It’s always a good idea to allocate some space for comments and remarks. Meeting notes, for instance, typically contain an area where readers can write down reminders and other important details that they can refer to in the future. The writer or receiver of the note may also jot down a few remarks that they wish to include in the document.

Types of Notes

A note can play a wide variety of roles in different fields and day-to-day settings. Say for instance, some people write notes to forward a message to a colleague, while other people jot down notes to remember important tasks that need to be carried out before a specified due date. In addition to these circumstances, here are some of the most common types of notes you’re most likely to encounter in either a professional or casual setting:

1. Formal Notes: Progress notes, delivery notes, doctor’s notes, and other business-related notes are all classified as formal notes. These notes are typically prepared and exchanged by professionals in various fields to record a transaction, event, or other significant data. Formal notes also allow writers to deliver important information more quickly, especially during urgent situations. They are often written in a standard format or outline to address a topic in a logical and comprehensible manner.

2. Informal Notes: Contrary to a formal note, this type of note may be used for any given purpose. This offers you the opportunity to write whatever you want to without worrying about the structure or the content of your note. In some cases, individuals from the corporate sector create these notes to make announcements and send reminders to office staff and colleagues. This may also be used to send short greetings, like a thank-you note, to friends and family in a simple and effortless way.

Note FAQs

What is a note?

By definition, a note is a brief record containing information about a particular matter that concerns the writer. This can be used to aid a person’s memory in remembering something, to communicate a message, or to document a fact for future reference. In certain scenarios, the note may also serve as a legal document or a financial instrument in various fields, such as that of medical notes and loan notes. Students may also take down notes to cover a topic, set reminders, and relay a message to a classmate, parent, or teacher.

When do you write notes?

Notes best cater to urgent situations. If you have a major exam in a few days but failed to pay the full amount to take the test, a promissory note can be a real lifesaver. You can also write a note as a self-reminder for an upcoming project deadline, especially when scanning through a planner becomes a time-consuming ordeal. Notes even serve as a great alternative for forwarding an important message to an intended recipient.

What are the benefits of taking notes?

In some contexts, like in a college lecture, notes can help implant information into a student’s mind. Whether it is typewritten or handwritten, note-taking improves one’s focus and attention to detail, promotes active learning, increases comprehension and retention, and boosts a writer’s learning capacity. While some may argue that this only makes it difficult for a student to pay attention in class, you’d be surprised by how these notes have helped many individuals attain academic success. In the same sense, notes also allow us to communicate briefly and concisely—be it in a business or academic setting. You may also see free note examples.

So there you have it! Whether you’ve realized or not, notes play a key part in carrying out our daily activities. From documenting our current health status for other medical professionals to refer to, to being an extended form of an IOU from one party to another, notes have become a vital instrument in the world of communication. Thus, it’s important to compose clear and coherent notes for any given purpose. Fortunately, you can do so with the help of the templates and examples provided in this article.