08 — UPDATE OPEN ACTIONS (RUNNING LIST)
Maintains the per-member running list of Kathryn's open action items across all 1:1 sessions. The single file Kathryn checks to know what's open with [name].
When this step runs
After drafted deliverables are produced (file 07). Auto-advances from there.
Output (UPDATED IN PLACE — not a new dated file)
File: cyp/tpc/members/[name]/open-actions.md Lifecycle: Living document. One file per member, always current. Prior dated CPMs and recaps preserve history.
Required inputs
- Existing
open-actions.mdfor this member (read current state) - The action-items index from this session (
[name]-action-items-[date].md) - The recap
.mdfrom this session (for confirming what got moved/closed)
What gets updated
Move from Open → Completed
For each item in the existing "Open" section:
- If it appears in this session's action-items index as completed (Kathryn delivered it, or it was discussed and closed) → move to "Completed" with completion date.
- If it appears as carried forward / still open → leave in "Open" but update the source-session reference.
- If it's been superseded (problem changed, work no longer needed) → move to "Dropped / Superseded" with one-line reason.
Add to Open
For each Kathryn-owned action item from this session that wasn't already on the list:
- Add to "Open" with source session, draft link (from file 07), and target date (if applicable).
No changes
If an item from a prior session isn't mentioned in this session at all → leave in "Open" without modification. Don't assume it's done. Don't assume it's dropped.
File template (running format)
# [Member Name] — Open Actions
Running list of open Kathryn-owned action items across all 1:1 sessions with this member. Updated by the cascade after each 1:1.
**Format:** status · item · source session · draft link (if drafted)
**Last updated:** [YYYY-MM-DD]
---
## Open
| # | Item | Source session | Draft link | Target date |
|---|------|----------------|------------|-------------|
| 1 | [Action] | [date] | [path or "—"] | [date or "—"] |
| 2 | [...] | [...] | [...] | [...] |
---
## Completed
| # | Item | Source session | Completed | Outcome |
|---|------|----------------|-----------|---------|
| 1 | [Action] | [date] | [date] | [one line — what landed] |
---
## Dropped / Superseded
| # | Item | Source session | Dropped | Why |
|---|------|----------------|---------|-----|
| 1 | [Action] | [date] | [date] | [one line] |
Quality gate (light)
- Every item in "Open" can be tied to a specific source session
- "Last updated" timestamp matches today's date
- No items orphaned (still in Open from 2+ sessions ago without an explicit "carried forward" intent)
- Draft links work — if a draft exists, the link points to the right file
What this enables for the next session
The next session's recap (Step 8) reads this file to populate the "Draft Agenda — Next Session > Open Action Items" section. So this file IS the source of truth for what's still open between Kathryn and this member.
Auto-advance
After updating open-actions.md, auto-advance to /extract-lessons-learned (file 09).