Action Items

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All (135) Pending (48) Done (87)
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Completed (87)
  • **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)
  • 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)
  • 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)
  • Schedule follow-up meeting with Wen for Friday to review prototype
  • 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
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