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turn-a-signed-plan-into-tracked-items

Takes the milestones a signed plan carries and makes each one an item with one owner, one date and a state, traceable to the line of the plan it came from. Use it when running `ref/prt/write-a-joint-plan`.

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jeffrschneider/agentcatalog
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August 22, 2026 at 14:12
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name
turn-a-signed-plan-into-tracked-items
description
Takes the milestones a signed plan carries and makes each one an item with one owner, one date and a state, traceable to the line of the plan it came from. Use it when running `ref/prt/write-a-joint-plan`.
license
CC-BY-4.0
metadata
{"agent":"commitment-keeper","agent-version":"1"}
# Turn a signed plan into tracked items ## What it does Takes the milestones a signed plan carries and makes each one an item with one owner, one date and a state, traceable to the line of the plan it came from. ## Where it happens The agent does this in two activities across one reference process. Each one names the activity as that process words it. - **Record the Commitments** - `ref/prt/write-a-joint-plan`, activity 15 - [Write a Joint Plan](../../../../processes/partners/write-a-joint-plan.md) - **Set the Milestones and the Dates** - `ref/prt/write-a-joint-plan`, activity 10 - [Write a Joint Plan](../../../../processes/partners/write-a-joint-plan.md) ## What to record Each commitment as an item carrying one owner, one date and a state, traceable to the line of the signed plan it came from. At every review, the roll-call of all of them with the late ones counted. Each closed commitment with the reason it was given up on and the date. The decisions from the review with the new owners and the new dates, and every move of a date with the review that moved it, so a commitment that has slipped twice can be seen to have slipped twice. The review dates set for the year, and whose calendars they landed on. That contract covers every activity this abstract agent takes on, and it is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract agent does not do is in `com.agentcatalog.agent/NOT.md`.
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