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Day 1 Decisions Mini-PRFAQ Trackers Onboarding CLAUDE.md

Project Tracker Templates

Single source of truth for initiatives, goals, and partnerships.


Why Use a Tracker?

A good tracker keeps everyone aligned without constant status meetings. It should:


Template Structure

1. Overview Section

Objective: One sentence describing what success looks like.

Goals/Milestones Table:

GoalStatusDueOwnerUpdates
Green/Yellow/Red

2. Document Directory

Links to all relevant docs: PRFAQs, specs, designs, meeting recordings, related projects.

Pro tip: Create a shared folder and link to it rather than individual docs.

3. Decision Log

DecisionDateContextWho Decided

Capture decisions explicitly. Future you (and new team members) will thank you.

4. Open Questions

QuestionRaised ByStatusOwnerDue

5. Action Items

ItemStatusDueOwnerUpdates

6. Meeting Log

## [Date] - [Meeting Title]

**Objective:**
**Attendees:**

### Agenda
1. ...

### Notes
1. ...

### Action Items
1. [Action] (Owner: X, Due: Y)

Best Practices

  1. Update regularly - stale trackers lose trust
  2. Decisions stay decided - reference the decision log when topics resurface
  3. Notes go in the tracker - not in separate docs or Slack threads
  4. One tracker per initiative - don't split across multiple docs
  5. Keep it scannable - executives should grok status in 30 seconds

Anti-Patterns


A tracker is a tool, not a deliverable. If maintaining it takes more time than it saves, simplify.