Build-a-Bot Facilitator CRM

6
Active Facilitators
12
Trained (Need Follow-up)
18
Leads in Pipeline
7
Internal Partners
Leads
18
Andy Hock
CALCI / 4J Schools
Lead
Shannon Thissen
Capital Region ESD (Washington)
Lead
Namita Gupta
DeepLearning.AI
Lead
Garima Sahai
Cambiar Education
Lead
Katie Jacobson
Point Loma Nazarene
Lead
Dom Vicinanza
Anglia Ruskin University
Check status
Matthew Cunningham
Morley College London
Did it happen?
Rachel McVeagh
Allegheny IU (Pennsylvania)
Check status
Brandi Duke
Westview HS (Beaverton)
Check status
Elvis Jimenez
Alliance Leadership Academy
Did he run it?
Leslie Wagonseller
Orcutt USD
Fall deployment planned
Katherine Amoukhteh
Coastline College
Community colleges focus
Estelle Stokes Bowden
Greensboro Day School
Summer AI term course
Chrissy Olson
Greensboro Day School
K-12, iterative approach
Samantha Armstrong
Muhlenberg SD
K-12 coach
Jim Kelly
Ingham ISD
Administrator
Yuanlu April Sun
(University of Missouri system?)
College, nursing students
Michael Lubelfeld
NSSD112
Invited May 6 training
Trained
12
Maureen Lamb
Stale
Miss Porter's School
Check status - CS network
Rob Williams
Stale
LBJ ECHS (Austin ISD)
Did he run them?
Manuel Valencia
Stale
Tecnologico de Monterrey (Mexico)
Did it happen?
Brandon Bodily
Stale
Carnegie Mellon University
Check status
Julie Hampton
Stale
Pace Academy
Check if she ran anything
Drew Schrader
Stale
Challenge Success
Check status - CS network
Laura Leonard
Stale
Good Egg Solutions (Austin)
Did she run for nonprofits?
Lista Lincoln
Stale
Northfield Mount Hermon
Check status - CS network
Sabirah Oniyangi
Stale
Udacity
Check status
Troy Ulewicz
Stale
Gateway SD (Pennsylvania)
Did he run it?
Sandra Bauer
Stale
ZfsL Düsseldorf (Germany)
Re-connect
Mary Hurley
Stale
(via CRAFT)
Check status
Active
6
Cat Nostrand
Clackamas ESD (Oregon)
NCCE Feb 27, 2026 - confirm ready
Roxanne Pompilio
San Diego USD
Reuben assisted twice; check on plans
Alayne Flores
SDCCE (San Diego)
Has been running workshops independently
Courtney Garza
Humble ISD (Texas)
Check in on summer workshops
Pam Waymack
Cabot Public Schools (Arkansas)
Follow up on how it went
Nathan O'Neill
Richland SD Two (South Carolina)
Follow up on results
Internal Partners
Kenji Ikemoto
Academic Technology
Marily Oppezzo
Prevention Research Center
Michele Patel
Prevention Research Center
Anoo Padte
Microsoft
Max Fritz
Microsoft
Victor Lee
GSE Faculty
Isabelle Hau
SAL Executive Director
Full CRM Document (click to expand)

Build-a-Bot Facilitator CRM

Pipeline tracker for facilitators, interested parties, and workshop network.

Last Updated: January 29, 2026


Pipeline Stages

Stage Description
Lead Expressed interest but not yet trained
Trained Completed facilitator kick-off session
Active Has conducted workshop(s)
Stale No activity in 6+ months - needs re-engagement

Active Facilitators

People who have conducted workshops or are actively preparing to do so.

Name Organization Email Status Last Contact Workshops Conducted Next Action
Cat Nostrand Clackamas ESD (Oregon) cnostrand@clackesd.k12.or.us Active Jan 2026 1 (May 2025) NCCE Feb 27, 2026 - confirm ready
Roxanne Pompilio San Diego USD rpompilio@sandi.net Active Summer 2025 3+ (SD Unified AI Day 2024, 2025) Reuben assisted twice; check on plans
Alayne Flores SDCCE (San Diego) aflores001@sdccd.edu Active Jun 2025 Multiple (unknown count) Has been running workshops independently
Courtney Garza Humble ISD (Texas) Courtney.Garza@humbleisd.net Active May 2025 1+ (Summer 2025 planned) Check in on summer workshops
Pam Waymack Cabot Public Schools (Arkansas) pam.waymack@cps.k12.ar.us Active May 2025 1 (May 26) Follow up on how it went
Nathan O’Neill Richland SD Two (South Carolina) noneill@richland2.org Active May 2025 1 (May 26) Follow up on results

Trained Facilitators (Need Re-engagement)

Completed training but haven’t conducted workshop recently, or status unknown.

Name Organization Email Training Date Status Notes Next Action
Maureen Lamb Miss Porter’s School mlamb@missporters.org Mar 25, 2025 Stale Challenge Success school Check status - CS network
Rob Williams LBJ ECHS (Austin ISD) james.r.williams@austinisd.org Mar 25, 2025 Stale Wanted to run 3/28 + 4/11 Did he run them?
Manuel Valencia Tecnologico de Monterrey (Mexico) manuel.valencia@tec.mx Mar 27, 2025 Stale Planned May 5-9, 2025 Did it happen?
Brandon Bodily Carnegie Mellon University bbodily@andrew.cmu.edu Mar 27, 2025 Stale Considering summer/Fall 2025 Check status
Julie Hampton Pace Academy julie.hampton@paceacademy.org Mar 25, 2025 Stale Attended kick-off Check if she ran anything
Drew Schrader Challenge Success dschrader@challengesuccess.org Mar 25, 2025 Stale Works for CS; connection to Lista & Maureen Check status - CS network
Laura Leonard Good Egg Solutions (Austin) Laura@goodeggsolutions.com Mar 25, 2025 Stale Nonprofits focus, planned June Did she run for nonprofits?
Lista Lincoln Northfield Mount Hermon llincoln@nmhschool.org Mar 27, 2025 Stale Challenge Success school Check status - CS network
Sabirah Oniyangi Udacity Sabirahoniyangi@gmail.com Mar 27, 2025 Stale Industry audience Check status
Troy Ulewicz Gateway SD (Pennsylvania) tulewicz@gatewayk12.org Mar 27, 2025 Stale Wanted inservice day Did he run it?
Sandra Bauer ZfsL Düsseldorf (Germany) sandra.bauer@zfsl-duesseldorf.nrw.schule Mar 2025 Stale RSVP’d but didn’t attend? Re-connect
Mary Hurley (via CRAFT) hurleyglobaleducation@gmail.com Mar 27, 2025 Stale Direct invite, attended Check status

Leads (Expressed Interest, Not Yet Trained)

Filled out interest forms but haven’t completed facilitator training.

High Priority (Strong Interest / Engaged)

Name Organization Email Location Target Audience Status Notes Next Action
Andy Hock CALCI / 4J Schools hock_a@4j.lane.edu Eugene, OR K-12, Educators Lead CTE conference interest, emailed Dec 2025 Follow up on Feb conference
Shannon Thissen Capital Region ESD (Washington) sthissen@esd113.org Tumwater, WA Educators Lead Serves 44 districts + tribal school, statewide reach High potential - follow up
Namita Gupta DeepLearning.AI namita@deeplearning.ai Palo Alto, CA Industry Lead Wants in-person + virtual, June planned Did she run it?
Garima Sahai Cambiar Education garima@cambiareducation.org San Diego, CA K-12 ventures, Industry Lead Aug 4-8 retreat planned Did she run it?
Katie Jacobson Point Loma Nazarene katiejacobson@pointloma.edu San Diego, CA College, Educators Lead June/July planned, with colleague Lee Butler Follow up

Medium Priority (Interested but Unclear Timeline)

Name Organization Email Location Notes Next Action
Dom Vicinanza Anglia Ruskin University domenico.vicinanza@aru.ac.uk Cambridge, UK Higher ed students, first AI interaction Check status
Matthew Cunningham Morley College London matthew.cunningham@morleycollege.ac.uk London, UK July 10 PD day mentioned Did it happen?
Rachel McVeagh Allegheny IU (Pennsylvania) rachel.mcveagh@aiu3.net Pittsburgh, PA Wanted May or end-May Check status
Brandi Duke Westview HS (Beaverton) brandi_duke@beaverton.k12.or.us Oregon CTE Educator Check status
Elvis Jimenez Alliance Leadership Academy eljimenez@laalliance.org Los Angeles K-12 students, mid-late April Did he run it?

Lower Priority (Needs More Lead Time)

Name Organization Email Location Notes
Leslie Wagonseller Orcutt USD lwagonseller@orcutt-schools.net Santa Maria, CA Fall deployment planned
Katherine Amoukhteh Coastline College kamoukhteh@coastline.edu Garden Grove, CA Community colleges focus
Estelle Stokes Bowden Greensboro Day School estellebowden@greensboroday.org Greensboro, NC Summer AI term course
Chrissy Olson Greensboro Day School chrissyolson@greensboroday.org Greensboro, NC K-12, iterative approach
Samantha Armstrong Muhlenberg SD armstrongs@muhlsdk12.net Laureldale, PA K-12 coach
Jim Kelly Ingham ISD jkelly@inghamisd.org Mason, MI Administrator
Yuanlu April Sun (University of Missouri system?) ys4k9@umsystem.edu Iowa College, nursing students
Michael Lubelfeld NSSD112 mlubelfeld@nssd112.org (unknown) Invited May 6 training

Stanford/Internal Connections

Name Context Email Status Notes
Kenji Ikemoto Academic Technology kikemoto@stanford.edu Active Canvas self-paced module - emailed Jan 29
Marily Oppezzo Prevention Research Center moppezzo@stanford.edu On Hold Health Coach Bot - ball in her court
Michele Patel Prevention Research Center Michele.patel@stanford.edu On Hold Health Coach Bot
Anoo Padte Microsoft (unknown) Follow-up Met Dec 17, ABCs integration
Max Fritz Microsoft (unknown) Follow-up Met Dec 17, ABCs integration
Victor Lee GSE Faculty vrlee@stanford.edu Strategic AI Literacy research partnership
Isabelle Hau SAL Executive Director ihau@stanford.edu Strategic Expansion pathway discussions

Key Metrics

Metric Count Notes
Total Interested (all forms) ~40+ Across 3 interest forms
Trained Facilitators ~17 Attended Mar/May kick-offs
Confirmed Workshops Conducted 8+ Cat, Courtney, Pam, Nathan, Roxanne (3+), Alayne
Active Facilitators 6 Currently engaged
Stale (6+ months) ~11 Need re-engagement
International Interest 4+ UK (2), Germany, Mexico

Re-engagement Campaign Ideas

  1. “How did it go?” email - Simple check-in to trained facilitators
  2. Facilitator showcase - Highlight successful workshops in newsletter
  3. Office hours - Monthly drop-in for facilitators to ask questions
  4. Case study collection - Many said “yes” to being featured

Action Items

Immediate (This Week)

  • Wait for Kenji response (emailed today)
  • Confirm Cat Nostrand is ready for NCCE Feb 27

Short-term (February)

  • Send “How did it go?” email to stale trained facilitators
  • Follow up with Shannon Thissen (high potential - 44 districts)
  • Check in with Andy Hock on CTE conference plans

Medium-term (Q1 2026)

  • Collect workshop impact stories from facilitators
  • Consider second wave of facilitator training
  • Document success patterns for scaling

See also: projects/briefings/build-a-bot.md for full project context