Agent skill

action-item-tracker

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

Stars 514
Forks 31

Install this agent skill to your Project

npx add-skill https://github.com/a5c-ai/babysitter/tree/main/library/specializations/domains/business/venture-capital/skills/action-item-tracker

Metadata

Additional technical details for this skill

domain
business
skill id
vc-skill-037
specialization
venture-capital

SKILL.md

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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