Josh 1:1 Prep — Thursday, February 26, 2026

Time: 10:00 AM PT Zoom: https://stanford.zoom.us/j/94194351840?pwd=YkxaQ3JaL3h4d3lVbTluK1plYjByZz09

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Status of Deliverables from Feb 19

Item	Status	Location
Capacity building model (first pass)	Done	reference/capacity-building-model.md
SMART goals through May	Done (this morning)	goals/smart-goals-feb-may-2026.md
“5 questions” exercise	Done (in model doc)	reference/capacity-building-model.md → “Open Questions” section
Legal 101 follow-up email	Sent this morning	Finally! 4 days late but done.

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1. ISTE Debrief (Lead with this)

Meeting was Wed Feb 25 — Josh, Isabelle, Jessica Garner, Joseph South, Reuben.

Key outcomes:

• Rev-share + authorized provider model discussed
• ISTE charges $7,500/day for CLS — useful pricing benchmark
• Train-the-trainer approach: Josh prefers SAL direct involvement (not outsourcing to ISTE entirely)
• Activation Stage concept: 20-30 min Flash Lab intro + CTA for full experience at school/district
• Google funding angle — Joseph’s suggestion
• Chris Agnew (ISTE) — potential EL magazine / stretchAI connection

Josh shared an “ISTE <> Stanford” Google Doc after the meeting. Review this before the 1:1 — key topics:

• Authorized provider model
• Train-the-trainer approach (Josh wants SAL direct involvement)
• Tinkery CoP role (Gregory Wilson)
• Managing overlap with other Stanford AI PD units

Follow-ups to discuss:

• Due diligence on ISTE: How many trainings? Revenue potential? PL landscape.
• CLS faculty vs 90 contractors — same people? How transient?
• Quality control framework for “certified trainer” branding
• Timeline: sign partnership before ISTE Live?
• Chris Agnew follow-up (Reuben)
• Isabelle on OTL contact + dean buy-in (waiting)

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2. SMART Goals Review

Four goals, Feb–May 2026 (full doc at goals/smart-goals-feb-may-2026.md):

Goal	SMART Target (by May 31)	Key Leading Indicator
1. Communication Architecture	4/4 monthly meetings + 75% tag coverage	Weekly Airtable hygiene happening?
2. Strategic Influence	ISTE signed + 2 workshops + 5 consultations documented	ISTE terms drafted by mid-March?
3. Scalable Capacity	6+ facilitators + ISTE co-facilitation + Tinkery v1	CRM re-engagement sent by mid-March?
4. Sustainable Leadership	3 routines maintained + physical added + Logic Model in 2 conversations	Physical routine started by Mar 7?

Ask Josh: Do these feel right? Too ambitious? Not ambitious enough?

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3. Capacity Building Model Highlights

Full doc at reference/capacity-building-model.md. Key points if Josh hasn’t read it:

• Two programs, one system: Build-a-Bot is the on-ramp, Flash Lab is the deep dive
• Three personas (from Feb 24 AS:DE): Instructional Practices, Contextual Curiosity, Identity
• Three-tier scaling pipeline: Direct delivery → Train-the-trainer → Self-serve toolkit
• Ecosystem feeding: Every session routes participants to CSET/PLEX, Challenge Success, youcubed, PACE — “Build-a-Bot and Flash Lab are the appetizer, PLEX is the meal”
• Revenue: $3K-$5K per facilitated session, $15K-$25K for TTT cohort. Market research backs this.
• Current state: 2 facilitators running independently (Courtney, Anna-Lena), 15+ workshops delivered (3 Flash Labs), 1,000+ bots on bot101.app
• 6-month roadmap: ISTE terms March → TTT April → co-facilitation May → independent sessions June

“5 Questions” at each horizon are in the doc — good discussion material.

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4. PLEX / Christine Bywater Meeting (11:15 AM today)

Context for Josh: Right after the 1:1, we have the chat with Christine about PLEX (Professional Learning EXtension). Christine is spearheading it — CSET may be rebranding.

Questions to align on before that meeting:

• How do we position Flash Lab relative to PLEX? (The model doc frames it as “Flash Lab feeds PLEX” — is Josh aligned?)
• Is PLEX a collaborator, a competitor, or a distribution channel for us?
• The ISTE doc mentions managing overlap with other Stanford AI PD units — PLEX is exactly that overlap.

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5. Quick Updates

• MyBook/Wen: Firestore rules fixed (extended to 12/31/26). Wen wants a data collection dashboard for AI Trust Survey. Agreed to prototype by Friday.
• Health Coach Bot: Meeting cancelled (Marily’s dog ER visit). Rescheduling to next week.
• Tequity + CRISPRkit: Alex Choi reached out. Josh — did your reply cover next steps?
• Legal 101: Follow-up email finally sent this morning. 53 survey responses. Project complete.
• End-of-month debrief: Anything from Tuesday’s meeting to revisit?

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Suggested Agenda (45 min)

1. ISTE debrief + Google Doc review (15 min) — the main event
2. PLEX alignment (5 min) — quick pre-alignment before 11:15 Christine meeting
3. SMART goals walkthrough (10 min) — get Josh’s gut check
4. Capacity building model (10 min) — highlights + “5 questions” discussion
5. Quick updates (5 min) — MyBook, Health Coach Bot, Legal 101

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Prepared: Thu Feb 26, 2026 morning