Teacher Practical Guidance:
Note taking, Outlining & Summarizing
Category: Strategy
Rank Order
Effect Size
Achievement Gain %
How-To Strategies
BENEFITS
Note taking, outlining, and summarizing support learning by organizing information, deepening processing, and strengthening memory.
- Note taking: The act of recording and transforming information promotes active listening, encoding, and deeper processing.
- Note taking: improves attention and reduces mind wandering during instruction, helping students stay engaged and track key ideas and examples.
- Outlining: helps learners structure ideas logically, see relationships between main points and details, and maintain focus on the central purpose of a task or text.
- Outlining: before writing or studying streamlines time use by clarifying what matters most and providing a roadmap.
- Summarizing: supports long-term retention by moving information into durable memory and making later review more efficient.
- Summarizing: cultivates critical thinking as learners decide what is essential and how ideas connect. link
HOW TO
NOTE TAKING
- Students learn to take notes best when the skill is explicitly modeled, heavily scaffolded at first, and repeatedly practiced with feedback.
- Explain that notes are “messages to your future forgetful self,” whose job is to help them remember and use ideas later, not record every word.
- Project a short text or mini‑lecture and take notes in front of students, narrating what you choose to write, what you ignore, and how you abbreviate and organize.
- Start with guided notes or skeleton outlines where major headings or partial statements are provided and students fill in key ideas; gradually remove support over time.
- During input: pause regularly for “brain dumps” where students write what they remember, then compare and revise with a partner or small group.
- Include listening/attention strategies (e.g., marking teacher cues, watching for slides/titles) and using visual cues like bullets, boxes, and symbols.
- Occasionally collect or spot-check notes using a simple rubric (organization, completeness of key ideas, use of cues, summary) and give targeted feedback. link
OUTLINING
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Start with the “why” – Explain that an outline is a visual map showing main ideas, sub points, and details, all ranked by importance.
- Show a finished outline and label its parts: topic/title; Roman numerals or big headings; indented sub points; further indented details or examples.
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Model with think‑aloud – Take a short passage (or mini‑lecture) and model building an outline in real time, explaining how you decide what is a main idea vs. sub point vs. detail.
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Teach a simple sequence such as:
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Read/listen once for gist;
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Circle or highlight main ideas;
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Underline or mark supporting details;
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Turn those into an indented outline. link
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- Use a quick rubric or checklist (clear main idea, logical order, consistent indentation, accurate grouping of details) to conference or give brief written feedback.
SUMMARIZING
- Clarify what summarizing is (and isn’t) – Define summarizing as telling the most important parts of a text in a much shorter way, using your own words, without opinions or small details. link
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Teach a simple rule‑based routine -Use an explicit strategy such as “rule‑based summarizing”: delete unimportant information, delete repetition, replace lists with a category word, and keep main ideas with key supporting details. link
- Provide summarizing frames such as GIST (write a 15–20‑word sentence answering who/what, when/where, and why/how) or “Somebody–Wanted–But–So–Then” for narrative. link
CHALLENGES
Students often struggle with note taking, outlining, and summarizing because each requires them to identify what is most important, organize it, and restate it concisely—complex skills that develop slowly and unevenly.
NOTE TAKING
- Students have difficulty distinguishing key ideas from details, so they either write almost everything verbatim or capture too little, both of which undermine understanding.
- Many find note taking confusing without explicit modeling and guided practice. Students may also see note taking as a compliance task, not a thinking tool, so they resist changing ineffective habits. link
OUTLINING
- Students can struggle to see hierarchical relationships between ideas, making it hard to distinguish main points, subpoints, and supporting details.
- Outlining can feel tedious and time-consuming, and students often do not know how much detail to include or how to turn an outline into a full text, which reduces buy-in. link
SUMMARIZING
- Students frequently either copy chunks of text, producing overlong “summaries,” or omit critical ideas because they cannot judge what to keep and what to leave out.
- Teaching summarizing is challenging because it requires sustained modeling, repeated practice with short texts, and ongoing feedback before students internalize the process. Link
WHAT NOT TO DO
Note taking
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Do not try to write down everything verbatim.
- Copying words without processing them leads to confusion later.
- Do not treat highlighting as note taking; marking lots of text without paraphrasing adds almost no understanding.
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Cramming with fresh, unprocessed notes harms long‑term learning. link
Summarizing
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Do not copy sentences or phrases from the source; this risks plagiarism and prevents you from actually condensing ideas.
- Minor details should usually be omitted so main ideas stand out.
- Summarizing alone, without making connections or changing the format (e.g., into questions or diagrams), is a relatively weak learning strategy. link
Organizing
- Do not keep everything as long, linear lists or outlines only; this hides relationships between concepts and makes it harder to remember.
- Do not store materials in a disorganized way.
- Rereading alone is an inefficient strategy compared with self‑testing and spaced practice.
- Do not leave practice and self‑testing to the very end.
- Do not organize without a plan for how you will use the structure. link
How-To Resources
ARTICLE
Link – ARTICLE (ASCD) The art and science of teaching summarizing
Link – ARTICLE (UP) Outlining method of Note taking
Link – ARTICLE (MSU) Outlining method of Note taking
Link – ARTICLE (Alexander) Outline Note Taking
link – ARTICLE (Keys to Learning) Explicit instruction: Note Taking
Link – ARTICLE (UIC) Note-taking
Link – ARTICLE (York U) Outline method
Link – ARTICLE (Sunset) key word outline method
Link – ARTICLE (Educater) Note taking tips and strategies
Link – ARTICLE (Krisp) common note taking mistakes and how to fix
Link – ARTICLE (TLS) Ineffective learning strategies
Link – ARTICLE (UofT) Summarizing
Link – ARTICLE (eLearning) Outline Note taking
Link – ARTICLE (EduTopia) Teaching Note taking to MS and HS students
Link – ARTICLE (Weebly) Summarizing
Link – ARTICLE (W&M) Snappy Summarizing
Link – ARTICLE (Reading Rockets) Summarizing
link – ARTICLE (Explicit Inst) A complete guide
Link – ARTICLE (Eye) Marzano 9: Summarizing
RESEARCH / REPORT
Link – RESEARCH (ERIC) Challenges writing outlines
VIDEO
Link – VIDEO (YouTube) How to take notes for kids
Link – VIDEO (YouTube) Note taking
Link – VIDEO (YouTube) Outline method
Link – VIDEO (YouTube) Summarizing stories
Link – VIDEO (YouTube) Summarizing informational text
DIGITAL
- OneNote: collaboration platform link
- Google Docs: collaboration platform link
- Notion – shared notes platform link
- RemNote – shared notes platform link
- NoodleTools – annotation tools link
- Canva – graphic organizer link
- Creately – graphic organizer link
References
Bohay, M., Blakely, D. P., Tamplin, A. K., & Radvansky, G. A. (2011). Note Taking, Review, Memory, and Comprehension. The American Journal of Psychology, 124(1), https://doi.org/10.5406/amerjpsyc.124.1.0063
Brown, P. C., Roediger, H. L., & McDaniel, M. A. (2014). Make it stick: the science of successful learning. The Belknap Press of Harvard University Press. https://doi.org/10.4159/9780674419377
Dignath, Buettner, & Langfeldt (2008). How can primary school students learn self-regulated learning strategies most effectively?: A meta-analysis on self-regulation training programmes. Educational Research Review.
Donker, de Boer, Kostons, van Ewijk, & Van der Werf (2014). Effectiveness of learning strategy instruction on academic performance: A meta-analysis.Educational Research Review.
Fisher, J. L., & Harris, M. B. (1973). Effect of note taking and review on recall. Journal of Educational Psychology, 65(3), 321–325.
Fong & Krou (2021). LASSI’s great adventure: A meta-analysis of the Learning and Study Strategies Inventory and academic outcomes. Educational Research Review.
Henk, W., & Stahl, N. (1985). A meta-analysis of the effect of note taking on learning from lecture. ERIC document reproduction service No. ED258533.
Kiewra, K. A. (1987). Notetaking and review: The research and its implications. Instructional Science, 16, 233-249.
Luiten, J., et al. (1980). A meta-analysis of the effects of advance organizers on learning and retention. American Educational Research Journal. 17(2).
McPherson, F. M. (2018). Effective notetaking (3rd ed.). Wayz Press.
Purdie & Hattie (1999). The Relationship between Study Skills and Learning Outcomes: A Meta-Analysis. Australian Journal of Education.
Ruhl, K.L., Hughes, C.A., & Schloss, P.J. (1987). Using the pause procedure to enhance lecture recall. Teacher Education and Special Education, 10, 14-18.
Stevens, Park & Vaughn. (2019). A review of summarizing and main idea interventions for struggling readers in grades 3 through 12: 1978–2016. Remedial and Special Education.
Note taking, Outlining & Summarizing
DEFINITIONS
Note taking: is the process of recording key information from a lecture, reading, or experience in a concise, organized form for later review. Effective note taking focuses on capturing main ideas, key details, and connections, rather than writing down every word verbatim. link
Outlining: Outlining is arranging information into a hierarchical structure of main ideas, subtopics, and supporting details, often using indentation and numbering or bullets. It emphasizes the relationships between ideas and shows which points are most important and which are details under them. link
Summarizing: Summarizing is producing a brief, coherent restatement of the essential ideas from a longer text or experience, using one’s own words. A good summary condenses the material to the main points, omitting most examples and minor details while preserving overall meaning. link
DATA
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21 Meta analysis reviews
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1,205 Research studies
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145,000 Students in studies
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3 Confidence level. Hattie (2023) p. 346
QUOTES
The outline note-taking method is an indispensable part of many high-achieving students’ skill sets. High-achieving students don’t rely on their “intellectual giftedness.” Instead, they focus on developing effective study skills that enable them to succeed every time, including relying on the benefits of taking notes. link
