Goals
Goals: 2025-2026
Reuben Thiessen, Emerging Technology Lead, Accelerator Studio Status: Active — SMART goals finalized with Josh Mar 12, 2026. Progress updated Mar 12.
Annual Goals (Aug 2025 – Aug 2026)
| # | Goal | Category | Key Metric |
|---|---|---|---|
| 1 | Team Communication Architecture & Values | Operational | 75%+ seed grantees with 3+ tags |
| 2 | Strategic Influence in AI+Education | Technical/Strategic | 4 quarterly workshops, 10 strategic consultations |
| 3 | Build Scalable Educator Capacity Programs | Operational | 3 scaling methods (self-service, trained facilitators, online) |
| 4 | Sustainable Leadership Practices | Wellness | 3 sustainable routines (physical, mental, reflective) |
The Through-Line
Outputs (workshops, toolkits, facilitators trained) lead to outcomes (formats travel without me, new rooms open, ideas get tested faster, our work feeds the broader ecosystem). The annual metrics count the work. The outcome indicators show it mattered.
Strategy: Design systems that let other people build and experiment at scale — and position those systems to feed the broader GSE ecosystem.
Goal 1: Team Communication Architecture & Values
SMART Target (by June 30): Deliver 5 consecutive monthly end-of-month tag meetings (Feb–Jun) and increase Airtable tag coverage to 75%+ of active seed grantees having 3+ tags.
| Component | Detail |
|---|---|
| Specific | Run monthly tag meetings, increase tag coverage in Airtable, deliver at least 1 cross-cohort event |
| Measurable | 5/5 monthly meetings held; 75%+ of active seed grantees with 3+ tags (up from ~50%); 1+ cross-cohort event beyond Legal 101 |
| Achievable | Monthly meetings already happening. Tag coverage requires dedicated 30 min/week Airtable hygiene. Cross-cohort programming proven by Legal 101 (3 programs represented). |
| Relevant | Tags inform programming decisions and resource allocation. Cross-cohort events build the connected ecosystem Isabelle wants to see. |
| Time-bound | Monthly cadence Feb–Jun. Tag audit at end of each month. |
Milestones:
- Feb 28: End-of-month meeting complete, baseline tag audit ✅
- Mar 31: 2nd consecutive meeting, tag coverage at 60%+
- Apr 30: 3rd meeting, tag coverage at 70%+, identify 1 cross-cohort event for spring
- May 31: 4th meeting, tag coverage at 75%+, cross-cohort event delivered or scheduled
- Jun 30: 5th meeting, 75%+ sustained
Outcome indicator: Are tags informing programming decisions, not just tracking activity?
Q1 Progress
- Jan monthly tag meeting completed
- Jan 6 quarterly planning meeting — 24 CHECK-INs, pattern analysis across portfolio
- Feb end-of-month meeting completed (Feb 24) — activity review, trend analysis
- Airtable monthly entries created for Feb 2026 (batch of 12 records, Mar 3)
- Legal 101 cross-cohort workshop pulled seed grantees, tEquity, and Create+AI together — first true cross-program offering
- Seed grant lifecycle framework (SPARK → BUILD → SHARPEN → SCALE) mapped with Three C’s
- Tag analysis plan agreed with Josh (Mar 12) — AI-assisted Airtable analysis, 3-month rollout, dead confident in data by July
- Mar end-of-month meeting — upcoming
- Tag coverage metric (75%+ with 3+ tags) — needs assessment. Some seed grants going quiet (DeVeaux stalled, King ambiguous)
- Airtable weekly hygiene habit — still inconsistent
Goal 2: Strategic Influence in AI+Education
SMART Target (finalized Mar 12): By end of Q2, formalize documentation of examples where stakeholders sought strategic problem exploration into two publishable case studies. Pull from Airtable + notes, get feedback from Josh and Joe, refine into publishable artifacts.
| Component | Detail |
|---|---|
| Specific | Finalize ISTE partnership agreement, deliver a second quarterly workshop, bundle strategic consultation evidence into 2 publishable case studies |
| Measurable | ISTE terms signed (yes/no); 2 workshops delivered; 2 case studies drafted with Josh/Joe feedback |
| Achievable | ISTE partnership advancing through OTL. Legal 101 already delivered. Strategic consultations happening organically — need to document them. Case study format TBD (ask Joe about evidence deliverable format). |
| Relevant | “It’s not about getting credit, it’s showing what we can do.” Documented case studies make strategic value visible to leadership and the broader ecosystem. |
| Time-bound | ISTE terms by end of March. Case study drafts by end of May. All finalized by June 30. |
Milestones:
- Mar 15: ISTE partnership terms drafted and circulated
- Mar 31: ISTE terms signed; identify case study candidates from Airtable + notes
- Apr 30: Second workshop topic selected and scheduled; first case study draft
- May 31: Second workshop delivered; both case studies drafted, feedback from Josh/Joe
- Jun 30: Case studies finalized and publishable
Outcome indicator: How many consultations led to a prototype, a refined research question, or a strategic decision — not just a meeting?
Q1 Progress
- Oman Hackathon delivered (Feb 2-5) — Fatma Al-Dohani warm thank-you, spawned special ed whitepaper thread
- AI+Education Summit attended (Feb 11) — Broken Proxy framing, new connections (Candace Thille, Tamar Perez)
- Legal 101 delivered (Feb 18) — cross-cohort, well-received. Kristen Blair: “Ooh. This is great!” Josh forwarded broadly.
- Teaching w/ AI Share-out attended — productive discomfort, mirror bots
- Flash Lab / Tinkery meeting with Gregory + Josh
- ISTE partnership meeting (Feb 25) — Pivoted to train-the-trainer. Rev-share + authorized provider model. Major milestone.
- Isabelle engaged OTL (Mar 4) — wrote to David Mallin about ISTE licensing. Partnership moving to formal licensing stage.
- ISTE due diligence ongoing — Josh asked Reuben to evaluate ISTE PD quality
- OTL meeting (Mar 9) — Two-tier IP model confirmed. WSA path, not formal IP license. Copyright notice added to designkit.stanford.edu.
- Leon Furze connection initiated (Mar 10) — international AI-in-ed thought leader, warm intro via Josh
- HarmonAI speakerphone adapter progress — Leslie Hart + Elizabeth Schumann loved the latch mechanism
- Schedule coffee with Candace Thille (next Stanford trip — Mar 30)
LAUSD Foundation meeting (Mar 19)— Did not happen. Rescheduled to fall 2026.
Goal 3: Build Scalable Educator Capacity Programs
SMART Target (finalized Mar 12): By end of Q2, demonstrate scalable capacity through minimum 1.5x engagement growth across Flash Lab channels — activating two more partners to deliver the workshop. Three scaling methods: self-service, Reuben/Josh-led facilitation, and trained facilitators. Two Josh/Reuben-led Flash Labs planned end of Q1, ISTE Live (end of June) as target milestone.
| Component | Detail |
|---|---|
| Specific | Grow facilitator count, run ISTE TTT pilot, launch Tinkery Toolkit v1, reconnect with CRM contacts |
| Measurable | 6+ facilitators running independently (up from 2); ISTE 3 facilitators complete co-facilitated session; Tinkery Toolkit published; CRM re-engagement tracked |
| Achievable | ISTE pipeline adds 3 (to reach 5). CRM re-engagement has 5 drafted. Gregory collaboration active. Pieces are in motion. |
| Relevant | Core proof point for the capacity building model — formats traveling without Reuben in the room. Priority ordering (from Mar 5): Reach → Revenue → Model Validation. |
| Time-bound | CRM survey by mid-March. ISTE TTT starts April. Tinkery v1 by end of April. Co-facilitation by end of May. |
Milestones:
- Mar 15: CRM survey questions drafted (async review with Josh)
- Mar 31: ISTE TTT structure finalized, facilitator onboarding scheduled
- Apr 30: ISTE TTT Week 1 delivered; Tinkery Toolkit v1 published
- May 31: ISTE facilitators co-facilitate first session with Reuben observing
- Jun 30: 6+ total facilitators confirmed; ISTE Live as showcase moment
Outcome indicator: How many sessions happened without me in the room? Did the format hold up in a context I didn’t design for?
Scaling Methods
| Method | Program | Status | Evidence |
|---|---|---|---|
| Trained facilitators | Build-a-Bot | Scaling | Courtney Garza delivered at TCEA 2026 independently [MULTIPLIER] [RIPPLE] |
| Trained facilitators | Flash Lab | Advancing | ISTE TTT pathway — OTL licensing in progress |
| Trained facilitators | Build-a-Bot | New | Gregory Wilson completed facilitator training walkthrough (Mar 3) |
| Self-service toolkit | Flash Lab | Building | designkit.stanford.edu live; Gregory Wilson Tinkery toolkit (website format) |
| Self-service toolkit | Flash Lab | In use | Anna-Lena delivered internationally (Q4 evidence) |
| Online/async | TBD | Not started | — |
Q1 Progress
- Courtney Garza delivered Build-a-Bot at TCEA 2026 on her own initiative — strongest scaling proof point yet
- Gregory Wilson completed Build-a-Bot facilitator training walkthrough (Mar 3) — first formal BaB-specific facilitator training
- Gregory Wilson Tinkery Toolkit collaboration launched — leaning website over document
- designkit.stanford.edu live and in use internationally
- ISTE partnership pivoted to TTT model (Feb 25) — train 3 ISTE faculty as authorized facilitators
- OTL engagement started (Mar 4) — Isabelle wrote to David Mallin, licensing process initiated
- OTL meeting (Mar 9) — WSA path confirmed. Two-tier IP model (open-source curriculum + proprietary TTT).
- Capacity building model doc written — Playbook/Reach/Revenue framework + market pricing research
- Market research completed — 9 comparable orgs, $5K baseline validated
- Tinkery Flash Lab confirmed Mar 30 (on-campus)
- Lake Forest visit planned Mar 31 - Apr 1 (Christine Bywater, CSET)
- ISTE Live attendance agreed (Mar 12) — end of June target
- CRM re-engagement — survey questions being drafted (blocked on defining the offering — depends on how ISTE shakes out)
- ISTE TTT materials — pending OTL/terms formalization
- Build-a-Bot save bug — blocks not persisting in health chat (coach.bot101.app)
Goal 4: Sustainable Leadership Practices
SMART Target (by June 30): Maintain all 3 existing sustainable routines (Logic Model, weekly review, daily planning) through consecutive weekly use, establish 1 physical routine, and use the Logic Model in at least 2 strategic conversations with Josh or leadership.
| Component | Detail |
|---|---|
| Specific | Keep existing routines running, add a physical routine, elevate the Logic Model from personal reflection to strategic communication tool |
| Measurable | Weekly review completed 16+ of 21 weeks (75%+); daily prep files 4+ days/week; Logic Model referenced in 2+ conversations with Josh/Isabelle; physical routine logged 2+ times/week for 12+ weeks |
| Achievable | Weekly review and daily planning are already habits. Logic Model shared with Josh (Feb 13) and used in ISTE positioning (Feb 17). Physical routine is the gap. |
| Relevant | Sustainability prevents boom-bust cycles from overcommitting. Logic Model as communication tool positions Reuben’s work for the new dean conversation. |
| Time-bound | Physical routine starts by Mar 7. All metrics tracked through June 30. |
Milestones:
- Mar 7: Physical routine identified and started (2x/week minimum)
- Mar 31: 4+ weeks of physical routine logged; Logic Model used in 1 strategic conversation
- Apr 30: Quarterly Logic Model review completed (defensibility roadmap updated)
- May 31: Logic Model used in 2+ strategic conversations
- Jun 30: All 4 routines sustained; capacity triage conducted if threads exceed 15
Outcome indicator: Is the logic model being used in strategic conversations with Josh and leadership, not just personal reflection?
Q1 Progress
- Personal Logic Model built — living document with operating modes, defensibility roadmap, evidence chains. Dashboard route at
/logic-model. - Strategic Horizon built (Mar 3) — rolling 3-month-back/6-month-forward strategic narrative. Dashboard route at
/horizon. - Claude executive assistant system fully operational — daily prep, end-of-day, inbox processing, action item tracking, weekly review, portfolio synthesis engine, web dashboard.
- Weekly review (Fridays 2pm) — active and consistent since January
- Capacity analysis conducted twice — Jan (18→14 threads) and Mar 1 (20 active threads)
- Synthesis engine built — portfolio-wide pattern detection, network graph, evidence chain health
- Physical routine — not yet established
- “Check my capacity” — partially practicing, room to improve
Note: The original Q4 framing (fitness program, snowboard-ready) was too narrow. The reframe centers on what’s actually sustainable: reflective practice through the Logic Model, organizational sustainability through the Claude system, and honest capacity management.
Projects Supporting Goals
| Project | Primary Goal | Tags | Status |
|---|---|---|---|
| ISTE Partnership | Goal 2, 3 | [BRIDGE-BUILD] [MULTIPLIER] | OTL licensing initiated |
| Oman Hackathon | Goal 2 | [CO-CREATE] [STUDIO-BUILD] | Delivered |
| Legal 101 Workshop | Goal 2 | [LEVEL-UP] [MULTIPLIER] | Delivered Feb 18 |
| Build-a-Bot Scaling | Goal 3 | [MULTIPLIER] [LEVEL-UP] | Active — Gregory trained |
| Flash Lab / Tinkery | Goal 2, 3 | [CO-CREATE] [STUDIO-BUILD] | Mar 30 on-campus session confirmed |
| Health Coach Bot | Goal 2 | [BOOST] [CO-CREATE] | Reactivated — Marily/Michele meeting Mar 3 |
| LabGPT / Cathy Study | Goal 2 | [CO-CREATE] [ADVISE] | Study running |
| HarmonAI | Goal 2 | [BOOST] [CO-CREATE] | 3D modeling in progress |
| MyBook (Wen) | Goal 1 | [BOOST] [TOOLBOX] | Active — positive feedback |
| LAUSD Foundation | Goal 2, 3 | [BRIDGE-BUILD] | New — Mar 19 meeting |
| Dr. Shariffa / Special Ed | Goal 2 | [SPARK] [BRIDGE-BUILD] | Whitepaper thread |
| CRM Re-engagement | Goal 3 | [MULTIPLIER] [RIPPLE] | Survey questions drafting |
| Seed Grant support | Goal 1 | Various | Ongoing |
Q1 Summary (as of Mar 12)
Goal 1 (Comms & Values): On track. Monthly meetings happening, Airtable batch update done, seed grant lifecycle framework created. Tag analysis plan agreed with Josh — AI-assisted review over 3 months. Risk: some seed grants going quiet (DeVeaux, King).
Goal 2 (Strategic Influence): Exceeding expectations. 3+ workshops delivered (Oman, Legal 101, Build-a-Bot training). ISTE partnership at OTL licensing stage. LAUSD Foundation opens district-level opportunity. SMART goal finalized: 2 publishable case studies by end of Q2.
Goal 3 (Scalable Capacity): Strong momentum. 3 scaling methods demonstrated. ISTE TTT in motion, Gregory trained, Tinkery confirmed. SMART goal finalized: 1.5x engagement growth + 2 more partners delivering. ISTE Live (June) as showcase.
Goal 4 (Sustainable Practices): Reflective + mental routines solid. Strategic Horizon adds long-range lens. Physical routine still absent. Capacity at 20 active threads — needs monitoring.
Summary Table
| Goal | SMART Target (by June 30) | Key Leading Indicator |
|---|---|---|
| 1. Communication Architecture | 5/5 monthly meetings + 75% tag coverage | Weekly Airtable hygiene happening? |
| 2. Strategic Influence | 2 publishable case studies from strategic consultations | Case study candidates identified? |
| 3. Scalable Capacity | 1.5x engagement growth + 2 new partners delivering | CRM survey sent? ISTE TTT started? |
| 4. Sustainable Leadership | 3 routines maintained + physical added + Logic Model in 2 conversations | Physical routine started? |
Drafted: Jan 21, 2026 Finalized with Josh: Feb 12, 2026 SMART goals finalized: Mar 12, 2026 Last updated: Mar 13, 2026
Exploration & Brainstorming Archive
Earlier drafts that fed into these finalized goals are in goals/archive/:
half-quarter-goals-feb-2026.md— Feb 18 deliverables brainstormsmart-goals-feb-june-2026.md— Feb 26 SMART table draft (pre-refinement with Josh)
goals/q1-2026-goals.md