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