action-item-tracker

name	action-item-tracker
description	Tracks board action items, follow-ups, commitments across companies
allowed-tools	["Read","Write","Glob","Grep","Bash","WebFetch"]
metadata	{"specialization":"venture-capital","domain":"business","skill-id":"vc-skill-037"}

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