Strategy & Leadership · Template Kit

How to Set Up Your Action Item Tracker with Claude

Built for project execution and control in Project & Programme Management (PMO)

Claude builds the structure, cleans existing data and summarises what changed.

Format
Excel or Word + prompts
Delivery
Instant download after payment, link also sent by email
For
Project Manager, and anyone doing this work in a smaller team
Human check
The owner reviews it before use.

01 · Overview

A template with the Claude prompts to fill it and analyse the results. Claude builds the structure, cleans existing data and summarises what changed. You bring: meeting transcripts, project plan, status updates, risk notes, budget data.

You will be able to

  • Produce your action item tracker with Claude from your own material.
  • Know exactly which inputs Claude needs.
  • Review the result before anyone relies on it.

What is inside

  1. 01Excel or Word template
  2. 02Sample data
  3. 03Claude prompts
  4. 04Setup guide

02 · How buying works

  1. 01ChoosePick a single product or a bundle.
  2. 02Check out securelyPay by card through a secure hosted checkout. Taxes and invoices are handled automatically.
  3. 03Download instantlyYour download link appears right after payment and arrives by email with your receipt.