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action-item-tracker

Included with Lifetime
$97 forever

Tracks board action items, follow-ups, commitments across companies

General

What this skill does


# Action Item Tracker

## Overview

The Action Item Tracker skill manages board-level action items, commitments, and follow-ups across portfolio companies. It ensures accountability and completion of important initiatives identified in board meetings.

## Capabilities

### Action Item Capture
- Capture items from board meetings
- Assign ownership and deadlines
- Categorize by type and priority
- Link to board meeting context

### Progress Tracking
- Monitor completion status
- Track deadline adherence
- Escalate overdue items
- Generate progress reports

### Cross-Company View
- View items across portfolio
- Identify patterns and themes
- Track investor commitments
- Monitor help-request fulfillment

### Reminder and Notification
- Send deadline reminders
- Notify on status changes
- Escalate delayed items
- Generate summary digests

## Usage

### Capture Action Items
```
Input: Board meeting notes, action items
Process: Record and assign items
Output: Tracked action items
```

### Update Item Status
```
Input: Item updates, status changes
Process: Update tracking, notify parties
Output: Updated status, notifications
```

### Generate Progress Report
```
Input: Company or portfolio scope
Process: Compile status summary
Output: Action item progress report
```

### Review Overdue Items
```
Input: Due date threshold
Process: Identify overdue items
Output: Overdue item list, escalations
```

## Action Item Categories

| Category | Examples |
|----------|----------|
| Strategic | Explore partnership, evaluate market |
| Hiring | Recruit CFO, build team |
| Operational | Implement process, launch feature |
| Financial | Complete audit, secure financing |
| Investor Help | Make introduction, provide resource |

## Integration Points

- **Board Engagement Process**: Capture and track items
- **Board Deck Analyzer**: Connect to meeting analysis
- **Board Member Assistant (Agent)**: Support follow-up
- **Portfolio Value Creation**: Track help requests

## Tracking Fields

| Field | Purpose |
|-------|---------|
| Description | What needs to be done |
| Owner | Who is responsible |
| Due Date | When it should be complete |
| Status | Open, In Progress, Complete |
| Priority | High, Medium, Low |
| Source | Which board meeting |

## Best Practices

1. Capture items immediately after meetings
2. Assign clear, single ownership
3. Set realistic deadlines
4. Review status before each board meeting
5. Hold owners accountable for completion

Related in General