AgentSkillsCN

action-item-tracker

跨公司追踪董事会行动项、后续跟进事项及各项承诺。

SKILL.md
--- frontmatter
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

code
Input: Board meeting notes, action items
Process: Record and assign items
Output: Tracked action items

Update Item Status

code
Input: Item updates, status changes
Process: Update tracking, notify parties
Output: Updated status, notifications

Generate Progress Report

code
Input: Company or portfolio scope
Process: Compile status summary
Output: Action item progress report

Review Overdue Items

code
Input: Due date threshold
Process: Identify overdue items
Output: Overdue item list, escalations

Action Item Categories

CategoryExamples
StrategicExplore partnership, evaluate market
HiringRecruit CFO, build team
OperationalImplement process, launch feature
FinancialComplete audit, secure financing
Investor HelpMake 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

FieldPurpose
DescriptionWhat needs to be done
OwnerWho is responsible
Due DateWhen it should be complete
StatusOpen, In Progress, Complete
PriorityHigh, Medium, Low
SourceWhich 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