The Five Phases of
Focused Note-Taking
Phase 1 – Taking Notes
- Establish a purpose and objective for note-taking.
- Write an Essential Question to guide the note-taking.
- Select the best format for the notes.
- Learn to use a variety of formats for different purposes.
- Write notes based on source(s).
- Select, paraphrase, and arrange the information thoughtfully.
Phase 2 – Processing Notes
Phase 3 – Connecting Thinking
- Think beyond the notes.
- Analyze the notes using inquiry to make connections.
- Deepen content knowledge by asking questions.
- Add your own thinking to create greater understanding, identify gaps, and connect your new learning to what you already know.
Phase 4 – Summarizing and Reflecting on Learning
Reflect.
- How will this be useful?
- Consider how the learning helps you meet the note-taking objective.
- Plan where you go from here.
Summarize.
- What have I learned?
- Capture the most important aspects of your notes.
- Answer the Essential Question.
Phase 5 – Applying Learning
- Use the notes for their intended purpose.
- Demonstrate what you’ve learned or apply it to a new situation.
CMS - 5 Phases of Focused Note-Taking
AVID Center DL
Created on February 5, 2026
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Transcript
The Five Phases of
Focused Note-Taking
Phase 1 – Taking Notes
Phase 2 – Processing Notes
Phase 3 – Connecting Thinking
Phase 4 – Summarizing and Reflecting on Learning
Reflect.
Summarize.
Phase 5 – Applying Learning