Using MS Surface to take O3 notes

Most often (through the years) this is not recommended by MT. However, it has been discussed in the Forums on and off through years.

https://www.manager-tools.com/forums/one-note-and-digital-pen

Try a search using keyword "OneNote" and narrow the search to the forums.

My recommendation for O3 notes is to stick to a three binder (one for each direct) and insert new pages as time progresses. I used to use composition notebooks, but, some of my directs now come prepared with a handout that substitutes for a written briefing should one of us be traveling. Because there is a handout for the meeting, I can just punch it and add it to the binder.

Also, by using the three ring binder, I can insert annual and midyear review copies (for reference) in whatever format HR uses at the place I work.

I have been using a tablet for O3 notes now for more than 5 years. I am currently using an iPad Pro and Apple pencil running Goodnotes. There are so many advantages to doing it this way:

* Handwritten notes are searchable (Goodnotes has handwriting recognition and can search your handwriting)

* You can change up your template pretty easily and make more space on a page if needed by resizing blocks of text.

* You can easily draw pictures and use it for whiteboarding

* You can have access to your O3 notes from anywhere. Our company is highly mobile and I have no "office". I visit an office weekly, but I may be just about anywhere when I conduct an O3, and I can do that anywhere using this system. 

* When employees leave, archiving off their O3 notes is as easy as uploading to cloud storage and then breaking the active link in Goodnotes to the file.