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