Action Items

All Mine Others
All (153) Pending (60) Done (93)
Show Not Now (57)
Unsorted (35)
  • Download CRISPRkit TestFlight (code: NGEHQB)
    Apr 8 CRISPRkit meeting
  • Check with GSE IT about loaner Android devices / Chromebooks for CRISPRkit testing
    Apr 8 CRISPRkit meeting
  • Research Android apps on Chromebooks for CRISPRkit deployment
    Apr 8 CRISPRkit meeting
  • SofIA: Help design auth flow + database schema for conversation persistence
    Apr 17 sofIA meeting
  • SofIA: Advise on Prompt Lab build (similar to Build-a-Bot)
    Apr 17 sofIA meeting
  • Draft 3-year Accelerator anniversary emails to Josh, Kristen, Cathy, Isabelle — pull specific examples for Josh/Kristen/Cathy; general thanks to Isabelle
    Apr 20 inbox capture
  • Add concrete real-world chatbot-interface examples to Tinker Time slides (PL7_Tinker Time4_22April2026) — Christine’s Google Slides comment
    before Wed Apr 22 9am | Owner: Reuben Apr 20 slides comment
  • **Lane Young / Alexander Dawson Flash Lab call** — Tue May 5, 2:30pm PT. Josh + Reuben + Lane (Christine handed off, not joining). Flash Lab + coaching arc for ~15-20 high-flier teachers, K/3-8 independent school in Las Vegas.
    Apr 17 Christine email / Apr 21 Josh reply
  • Add Quoted Impact entries to Airtable (sofIA meeting, Dan/Josh Q2, Shaping the Narrative workshop)
    Before Tue AS:DE | Owner: Reuben Joe Apr 17 reminder
  • Audit mybook.fyi Airtable — add missing check-ins/builds by cross-referencing emails with Wen
    Apr 21 inbox capture
  • Follow up on Jessica Tsang managing the "big new grant" — she co-taught with Kristen Pilner Blair 10 years ago; clarify which grant + scope of her role
    Apr 21 inbox capture
  • **Run ISTE Flash Lab session submission by Josh in 1:1**, then send to Nadia Selim . Session: Wed Jul 1, 9–10:30am. Title/description/presenters drafted. Co-presenter: Josh Weiss.
    Apr 23 ISTE confirmation email
  • Intro Cyan DeVeaux to **Kathy Kerns** (Stanford lead librarian) for participant recruitment / on-campus sounding board
    Apr 23 Cyan meeting
  • Find & share **Tech Interactive** (San Jose) contact card with Cyan for off-campus participant recruitment
    Apr 23 Cyan meeting
  • Connect Cyan with **Brian Brown** + HCI devs re: Unity dialogue management & captioning
    Apr 23 Cyan meeting
  • Connect Cyan with **Tim / Tammin** (Joyful Learning grant) as community-program connectors
    Apr 23 Cyan meeting
  • Connect Cyan with **Cathy Chase** as senior sounding board for study iteration / power analysis framing
    Apr 23 Cyan meeting
  • Schedule recurring **4–6 week Cyan check-ins** on calendar (Cyan, Josh, Joe, Reuben)
    Apr 23 Cyan meeting
  • **Reach/Robust doc for Josh** — DRAFTED at `prep/2026-05-07-josh-1on1-reach-robust.md` (Resonance proposed as third leg). May 7 1:1 pushed to **Monday afternoon May 11** due to sick day. Send doc to Josh before then.
    Apr 30 Josh 1:1
  • SofIA: Draft security document for data setup; send to Sergio + Micaela
    Apr 30 SofIA Tech
  • Reach out to Kathy for context on Jalen & Roy "Learning Through Creation" meeting tomorrow
    Meeting notes (AI cleanup)
  • Review CCT console notes Joe sent on Slack
    Meeting notes (AI cleanup)
  • Forward Claire's email/co-proposal to Reuben
    Meeting notes (AI cleanup)
  • Share Learning Impact Exchange form link in Slack
    Meeting notes (AI cleanup)
  • Contact Leslie (or Alyssa) about P-card process for event food
    Meeting notes (AI cleanup)
  • Send Learning Impact Exchange reminder to network + consider Joyful Learning contacts
    Meeting notes (AI cleanup)
  • Add Josh's 2 invitees to Learning Impact Exchange
    Meeting notes (AI cleanup)
  • Get co-proposal from SoM / Kristen Bassetti; share with SAL leadership
    Meeting notes (AI cleanup)
  • Confirm Chinese translation with native speaker for Build-a-Bot
    Meeting notes (AI cleanup)
  • Find the Flash Lab partnership criteria doc (recover the 3rd criterion)
    Meeting notes (AI cleanup)
  • Schedule Maisha (+Entero?) recording for ethnic studies intro video
    Meeting notes (AI cleanup)
  • Reschedule postponed Sea Grant story (participant had death in family)
    Meeting notes (AI cleanup)
  • Confirm HarmonAI / Elizabeth recording dates for next week at Bing
    Meeting notes (AI cleanup)
  • Ensure Ryan (completed Sea Grant) is included in future convenings
    Meeting notes (AI cleanup)
  • Lakshmi (Chris Lemons lab) summer Flash Lab — wait for Josh intro
    Fizzy #108
This Week (1)
  • Create task cards for Build-a-Bot and Flash Lab (for Tinkery use)
    Feb 26 Tinkery meeting
Triage (24)
  • Intro Cyan DeVeaux to Kathy Kerns (Stanford librarian) for VR study recruitment
    Fizzy #89
  • Schedule recurring 4-6 week Cyan DeVeaux check-ins
    Fizzy #94
  • Connect Cyan with Cathy Chase as study-design sounding board
    Fizzy #93
  • Connect Cyan with Tim/Tammin (Joyful Learning) as community connectors
    Fizzy #92
  • Connect Cyan with Brian Brown + HCI devs re Unity captioning
    Fizzy #91
  • Find/share Tech Interactive contact card with Cyan DeVeaux
    Fizzy #90
  • Reach out to Brandon Middleton (Stanford d.school) re: AI literacy
    Fizzy #95
  • Bring SoM EdTech / Q-centered therapy thread to Wed Peter Nguyen meeting
    Fizzy #99
  • Listen to Schools In podcast w/ Meira Levinson; explore EdEthics angle
    Fizzy #98
  • Solicit updates from seed grant teams I'm responsible for
    Fizzy #97
  • Draft Build-a-Bot intake blurb (tech-level guide for referrals)
    Fizzy #96
  • Explore Greg's idea of formatting Flash Lab printables into larger canvas format
    Fizzy #104
  • Locate Flash Lab partnership criteria document - 3rd criterion missing
    Fizzy #103
  • Find native Chinese speaker to verify Build-a-Bot machine translation
    Fizzy #102
  • Review CCT notes (in Joe's Slack-shared doc) before Peter Nguyen meeting
    Fizzy #101
  • Reach out to Cathy for context on Jaylen Pittman & Roy Pea (Learning Through Creation) meeting
    Fizzy #100
  • Lakshmi (Chris Lemons lab) summer Flash Lab — wait for Josh intro
    Fizzy #108
  • Draft AS services tear sheet (2-pager) — co-design with Darcy
    Fizzy #107
  • Draft AS one-pager (who we are) — before ISTE/Joseph South meeting
    Fizzy #106
  • Email Darcy: WIP note on AS one-pager + tear sheet (cc Josh)
    2026-05-08 Fizzy #105
  • AI+Creation cohort closeout (Oct 6 meeting)
    Fizzy #112
  • Find Christine's slides on GPS goals
    Fizzy #111
  • Compile GPS/STAR-style prompts for R/R/R sections
    Fizzy #110
  • Draft GPS-style retrospective narrative (R/R/R lens)
    Fizzy #109
Not Now (57)
  • Reach out to **Katherine (Kathy) Perkins** (PhET, CU Boulder) — Reuben flagged to Isabelle & Josh via Slack Mar 9. Wait for their response, then follow up. | Context: Scaling Sustainably panelist Oct 2025
  • Look up 'AI 2027 for Education' by Amanda Bickerstaff
    Fizzy #67
  • **Draft 5-6 CRM survey questions** — trusted providers, price points, engagement tiers, representation. Run by Josh async before sending.
    Mar 5 Josh 1:1
  • Embed training videos into Wen's workflow | Videos: https://youtube.com/@myjob-fyi (received Mar 2)
  • Schedule coffee/meeting with Candace Thille next Stanford visit
    Feb 11 Summit
  • Review Cathy's Learning Science Principle Cheat Sheet (re: ABCs Bots) — [Google Slides link](https://docs.google.com/presentation/d/1tN0EjSx84s5uMyhBFyA87XiLFhfiSPiD/edit?usp=sharing_eil&rtpof=true&sd=true&ts=6943666f)
    Feb 25
  • Look into "Ground Floor" org that Christine is working with
    Feb 26 Christine meeting
  • Think about replicating Siegel success story — who might fund this? Jot ideas, send to Josh
    End of Feb Feb 12 Josh 1:1
  • Explore how Build-a-Bot fits into Christine's 5-session series (online self-paced)
    Feb 26 Christine meeting
  • Define quality control framework for "certified trainer" branding — what happens when we're not in the room?
    Feb 25 debrief
  • Look into Kai project — Google Glass for autistic kids
    Feb 8 meeting
  • **Clarify CLS faculty vs 90 contractors** — are they the same? How transient? How often do refreshers happen?
    Feb 25 debrief
  • Look up Maryam's dissertation (literacy/modality for people with disabilities) | Before: Next meeting
  • Check out "inGenius" by Tina Seelig (creativity book)
    Summit
  • **Due diligence on ISTE:** How many trainings do they do? Revenue potential? PL offerings landscape.
    Feb 25 debrief
  • Research AI + special ed interventions for whitepaper
    TBD
  • Look up "spider ballooning" concept from Chris Chafe talk
    Summit
  • Prepare Activation Stage concept — 20-30 min Flash Lab intro + CTA for full experience at school/district
    Feb 25 ISTE meeting
  • Review isometric NYC workflow: https://cannoneyed.com/projects/isometric-nyc
  • Check out oxen.ai - synthetic datasets, train/fine-tune models
  • Prepare **IRB materials** — consent language for cloud sync default, storage, deletion, moderation
    Mar 24 Health Coach Bot meeting
  • Upload **document library and demo links** — provision access for team
    Mar 24 Health Coach Bot meeting
  • Review tEquity seed grant projects to familiarize
    Feb 26 Christine meeting
  • **Register for ISTE Live 2026** (end of June) — https://conference.iste.org/2026/
    Mar 12 Josh 1:1
  • Finalize **moderation pipeline** — document keyword → moderation API → custom prompt flow, measure latency
    Mar 24 Health Coach Bot meeting
  • Consider memory systems for 100X and Sage Stage
    Fizzy #81
  • Send Wen functional test plan and end-to-end test plan template
    Wen meeting Jan 28
  • Review X post on memory systems: https://x.com/gkcs_/status/2016762126371606901
  • Add **provenance links** to health responses — cite peer-reviewed sources
    Mar 24 Health Coach Bot meeting
  • Follow up with Wen — she sent video playlist, see about incorporating it
    Mar 9 inbox
  • Review X post on system improvements: https://x.com/rohit4verse/status/2012925228159295810
  • Implement **edit-tracking UI** — record when users change bot blocks, tie to conversation logs
    Mar 24 Health Coach Bot meeting
  • Follow up with Vanessa Monterosa (NewSchools) re: Flash Lab partnership
    Mar 16 Jan 29 meeting
  • Waiting: **Brooke** to follow up with Geoff Cox and YouCubed re: precedent and contract structure
    OTL meeting Mar 9
  • Investigate alternative to iframe for terminal embedding in dashboard
    Feb 10
  • Design **A/B edit experiment** — editable vs non-editable bots, metrics (edit counts, engagement, behavior adherence)
    Mar 24 Health Coach Bot meeting
  • Add **bot-version column** to conversation logs — track which bot block/personality version was active per message
    Mar 24 Health Coach Bot meeting
  • Check out X post from Morgan Linton: https://x.com/morganlinton/status/2028614272784408811
    Mobile capture (Claude-ToDo)
  • Ask Joe about evidence deliverable format
    Fizzy #50
  • Add motivational content + incorporate 93 behavior change techniques paper
    Mar 3 Health Coach Bot meeting
  • Explore **Google Workspace CLI** (https://github.com/googleworkspace/cli) — could integrate into exec assistant system for creating Google Docs and referencing files
    Mobile capture (Claude-ToDo)
  • Explore 'When does the algorithm become AI?'
    Fizzy #70
  • Add RAG links to relevant documents when certain blocks are chosen
    Mar 3 Health Coach Bot meeting
  • Review Sam's white paper on academic innovation pathways: https://ecopreneurship.stanford.edu/white-papers/academic-innovation-pathways/
    Legal 101
  • Explore data export + anonymized summary reports for Health Coach Bot
    Mar 3 Health Coach Bot meeting
  • Look up "MIT Brainrot study" on AI and creativity
    Summit — Guilherme Lichand
  • Check out **MetaRPilot** — https://metarpilot.com/ (pricing noted as high)
    Mobile capture
  • Check out howaiworks
    Fizzy #35
  • Find Oman **parking receipt** and get reimbursed (may be in Downloads with tips receipt). Send in with tips.
    Mobile capture (Claude-ToDo)
  • Update documentation for **MyBook** and **HarmonAI** with recent work
    Mar 3 AS:DE meeting (Josh noted)
  • Email Spyros Schismenos (RMIT) - 2000 students, March/April window
    Jan 29 CRM review
  • Email Shannon Thissen (Capital Region ESD) - 44 districts, high multiplier
  • Email Karen Murcia (Curtin University) - toolkit follow-up
  • Email Drew Schrader (Challenge Success) - unlock CS network
  • Draft batch 'how did it go?' email for stale Build-a-Bot facilitators
    Fizzy #64
  • Develop **proprietary train-the-trainer materials** (separate from open-source workshop content) — this becomes the licensable IP
    OTL meeting Mar 9
  • Apply LabGPT streaming approach to Build-a-Bot
    Mobile capture (Feb 26)
Completed (93)
  • **Write tag analysis plan** — 3-month rollout at `prep/2026-04-08-tag-analysis-plan.md`. AI analysis of 140 Airtable records + phased plan (April calibration → May-June retag → July confidence). Presenting at AS Quarterly Planning Apr 8.
  • Review Wen's database schema and build data capture into mybook-fyi.web.app
  • Check in on Shelly (LDT) — how is she doing?
  • ~~Send Legal 101 follow-up email to attendees~~ — drafted Feb 26, key takeaways + resources + survey link | Done: Feb 26
  • Review Wen's survey design — build into app or use SurveyMonkey?
  • Update Airtable with recent activities/stories before end-of-month meeting (11am)
  • Explore Google funding angle for Flash Lab distribution through ISTE (Joseph's suggestion)
  • Mock up login flow for Wen's dashboard
  • ~~Prep questions: What research questions has Marily clarified? What's the study design?~~ | Done: Mar 3 (meeting happened)
  • Watch Dr. Shariffa's talk: https://youtu.be/IQNMA6whUrI | Before: Next meeting
  • ~~Think about pricing model~~ — DONE. Discussed rev-share + authorized provider model. ISTE charges $7,500/day for CLS.
  • Retag meeting notes
  • Review Google Doc from Feb 8 Shariffa call: https://docs.google.com/document/d/1RnvQ7TL3lK90zbfh7yABGXsYcckZATSx8XncJmTFWSo | Before: Next meeting
  • ~~Decide: which of the three persona questions is most pertinent to ISTE's audience?~~ — DONE
  • **Facilitate Flash Lab at DCI Celebration** — June 5, Isabelle Hau asked. 150-person gathering, running Flash Lab for ~50. Josh unavailable. Trying to scope to AI Flash Lab for 50.
  • ~~Review ISTE strategy doc with three personas lens~~ — DONE
  • Reply-all to Alison’s VFT seed grantee email with VFT cam link, photosphere tool link, and Google Doc link (asked by Kristen Pilner Blair)
  • Determine timeline: sign partnership before ISTE Live?
  • Wait for Isabelle on: OTL conversation (she has a contact) + dean buy-in on ISTE partnership
  • Refresh on Verse setup for Cathy's chatbot — review config before FeedbackGPT meeting
  • Create prototype dashboard for Wen's AI Trust Survey data collection (12-week teen program)
  • Explore Flash Lab for **York Scholars** capstone prototyping (HS juniors/seniors from NY) — https://www.york.org/programs/york-scholars
  • Schedule follow-up meeting with Wen for Friday to review prototype
  • Waiting: Wen to send links and requirements for dashboard
  • Waiting: Christine to send Lake Forest visit schedule (March 30 – April 1)
  • Write first pass on capacity building model ("what's your model?" artifact) — playbook, reach, revenue
  • Draft SMART goals through May
  • Answer the "5 questions" exercise: 5 most likely questions about our model at 6/12/18 month horizons
  • Build a **Prompt Lab** for Health Coach Bot
  • Articulate SAL's differentiator vs. other accelerators (fold into model doc)
  • Confirm data storage location (Firebase?) for Health Coach Bot — **investigate medical school alternatives for health-adjacent data**
  • Fold logic model / strategic thinking into Q1.5 goals — concrete, project-based applications
  • Map three core personas to partner pathways (CSET, Tinkery, ISTE, international)
  • ~~Book flight to SF for DeepLearning.AI Dev Day~~ (Apr 28-29, Pier 48 Shed A, SF) — DONE Feb 25
  • ~~Book hotel near Pier 48 / SoMa~~ for Apr 27-29 — DONE Feb 25
  • Schedule Build-a-Bot facilitator training walkthrough with Gregory (next week)
  • Confirm **Monday March 30** for on-campus Flash Lab workshop at the Tinkery
  • Book travel for Stanford trip: **Monday March 30 – Wednesday April 1** (Tinkery Mon, Lake Forest Tue-Wed)
  • Plan Flash Lab session for Lake Forest group — likely Tue March 31 3pm or Wed April 1 morning
  • ~~REVISE ISTE 150-word description per Josh's Apr 28 feedback + send to Nadia Selim~~ — Sent May 4. Session: Wed Jul 1, 9–10:30am, AI Pavilion. Presenters: Reuben + Josh. | Done: 2026-05-04 | ID: iste-session-revise-2026
  • ~~Export chatbot data for Ana~~ — pictures and export sent | Done: Mar 5
  • Check in with **Andy Hock** (Eugene 4J, `hock_a@4j.lane.edu`) — he wanted to run Build-a-Bot at a CTE teacher conference in Feb. Had a Zoom overview Dec 17, no follow-up since. Ask how the conference went + if he needs anything.
  • Check in with **Will Mortimore** (will.mortimore@ibo.org) re: Security newsletter (email from Feb 6)
  • ~~Send moderator bot info to Sarah Williams-Habibi (to pass to Howard) — content moderation system prompt approach~~ | Done: Mar 11 (draft created)
  • Get **sal-seedgrantee list** access to maintain grantee invitations
  • ~~Look into OpenAI content flagging policy — does bad user content flag/ban an org's API account? Send findings to Sarah/Rachel/Kyla~~ | Done: Mar 11 (draft created)
  • Reply to Cat Nostrand re: NCCE recording/updates
  • Follow up with **Keith** re: judging for Design Challenge (may conflict with Crystal trip)
  • ~~Fix MyBook Firestore security rules~~ — extended to 12/31/26 via Firebase console | Done: Feb 25
  • Export AI Comic Studio data from February for Cathy (see Slack for details)
  • ~~Review coach.bot101.app prototype — refresh on current state~~ | Done: Mar 3 (meeting happened)
  • ~~Pull trip receipts from Egencia for Stanford trip (Feb 10-11)~~ | Done: Mar 4
  • ~~Collect other trip receipts: Lyft, food, parking~~ | Done: Mar 4
  • ~~Send all receipts to Moraima for reimbursement~~ | Done: Mar 4
  • Model 3D-printed adapter for Anker A3301 PowerConf (HarmonAI "Cheddar" cat speaker holder) — sweet spot between 92.5% and 100% scale
  • Print and test adapter once modeled | After: Modeling complete
  • Find out if anyone we know has been through an ISTE course
  • ~~Prep for Josh 1:1: "Where would I like to go in the next 12 months?" on the 3 C's~~ | Done: Mar 5 (discussed at 1:1)
  • Cancel **LDT energizer flights**
  • **Read Josh's "special sauce" article** — reflect on what our special sauce is, think about how it informs Flash Lab rename
  • Investigate Build-a-Bot save bug — blocks not persisting in health chat (coach.bot101.app). Added a block, refreshed, gone. Check Firebase/save endpoint.
  • ~~Add copyright notice and Terms of Use to designkit.stanford.edu~~ | Done: Mar 11
  • ~~OTL Invention Docket submission~~ — Not needed. Meeting shifted to WSA/services agreement path, not formal IP license. | Done: Mar 11
  • Send Rachel AI + learning-by-creating tool recs
  • ~~OTL web disclosure (otldisclosure.stanford.edu)~~ — Not needed. Services agreement, not an invention disclosure. Decision made Mar 11. | Done: Mar 11
  • Connect with **Alex Choi** (CRISPRkit) re: cross-platform app development + chatbot prompt design
  • ~~Address Isabelle's Invention Docket comments~~ — Took her wording advice ("don't always" softening). Flash Lab naming is a separate, bigger conversation. | Done: Mar 11
  • ~~Email Isabelle~~ — offered to take a crack at the OTL invention docket filing | Done: Mar 5
  • ~~Ask Jessica Garner~~ for access to a lighter ISTE course to evaluate PD quality | Done: Mar 5
  • ~~Write up goals discussion from Mar 5 1:1 and send to Josh~~ | Done: Mar 12 (discussed at 1:1, SMART goals finalized)
  • ~~Goal 2 SMART goal~~ — Finalized Mar 12: Two publishable case studies by end of Q2 | Done: Mar 12
  • ~~Goal 3 reframe~~ — Finalized Mar 12: 1.5x engagement growth, activate 2 more Flash Lab partners by end of Q2 | Done: Mar 12
  • Set up meeting with Gregory — discuss AI Tinkery document, adding Build-a-Bot and Flash Lab
  • Remove personal files/projects from work laptop | Done: Feb 18
  • Oman Hackathon — all prep and delivery complete (Feb 1-6)
  • Legal 101 Workshop — all prep, delivery (Feb 18), slides, invites, reminders complete
  • Three C's strategic proposal + lifecycle framework (Feb 18)
  • Market research on 9 comparable orgs (Feb 19)
  • Map seed grantee offerings: inter-cohort vs time-specific (Feb 18)
  • Personal logic model shared with Josh (Feb 13)
  • Quarterly goals prepped and discussed (Feb 12)
  • ISTE central question answered (Feb 19)
  • Colombia chatbot: CSV + image exports for Ana (Feb)
  • ABCs bots: multi-perspective feature, editing bug fix, prompt refinements (Feb 11-12)
  • Remove personal files from work laptop — SU-18 compliance (Feb 18)
  • Email Christina Hewko for tEquity list (Feb 17)
  • Slack Sarahi for Create+AI list (Feb 17)
  • Email Shane re: 1:1 community college bot (Feb 17)
  • Send OpenAI API key to Sarah/Howard for VFT (Feb 13)
  • Text Dave to reschedule (Feb 11)
  • All January completed items archived
  • Reply to Isabelle re: ISTE partnership next steps
  • Make About Me section clearer in Health Coach Bot
Click checkboxes to toggle completion. Source: SQLite + action-items.md