action-item-tracker

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