Commitment Follow-up Tracking
Track promises made in meetings and threads, schedule reminders, chase owners, and publish the weekly list of what is still open.
When to use
- After a meeting or email thread produces action items with owners and due dates that must not be forgotten.
- When a stakeholder needs a recurring digest of outstanding commitments instead of hunting through old threads.
- When an owner has gone quiet on a commitment and needs a polite nudge before the deadline.
- When leadership asks "what's still open" and needs a clean, current list rather than a manual audit.
Tools
update-memorycreate-taskschedule-tasksend-message
Playbook
- When a commitment is captured (from a meeting note, email, or conversation), record it with
update-memory, storing owner, description, due date, and source. - Create a trackable item for it with
create-task, assigning the owner and due date so it appears on the board. - Set a tickler using
schedule-taskto run a check a few days before the due date, and another at the due date itself, so follow-up is never missed. - When a tickler fires and the commitment is still open, notify the owner with
send-message, referencing the original commitment and its due date. - If the owner does not respond after a nudge, escalate with a second
send-messageto the owner's manager or the requester, flagging the risk of a missed deadline. - On the scheduled weekly cadence (set up once via
schedule-task), pull all open commitments from memory and tasks, and compile them into a single open-loop list grouped by owner and due date. - Send the weekly open-loop list via
send-messageto the stakeholder who requested visibility, calling out anything overdue at the top. - When a commitment is fulfilled, update its record via
update-memoryand close the corresponding task so it drops off the next digest. - If a commitment involves booking travel or making a payment, do not execute it — record it via
update-memory, create the task, and note in thesend-messagehandoff that a human must complete the booking or payment.
Failure modes
- A commitment is captured without a due date, so it never triggers a tickler; always require a due date before scheduling, and if none was given, ask the requester for one.
- Nudges become naggy: if a
send-messagereminder produces no response after two attempts, escalate once and then stop, rather than repeating indefinitely. - Commitments in
update-memoryand tasks increate-taskdrift out of sync; always update both together when status changes.
Done when
- Every captured commitment has an owner, due date, and an active tickler schedule via
schedule-task. - The weekly open-loop list has been sent via
send-messageand reflects the current state of memory and tasks. - Fulfilled commitments are closed out in both
update-memoryand the task board.