Here's a quick primer on bonsai - and how it can help you get things done

A quick primer on bonsai - and how it can help you get things done

Checklists are more than ToDo Lists: A todo list is something you do once, bonsai is for stuff you'll re-use, expand on, or assign to or share with others.

Mobile &amp; Desktop: You can make lists on mobile or desktop right inside the browser

Copy/Extend lists: You can copy or extend lists and make them your own or have multiple copies

Subscriptions: You can Subscribe - save others' lists - and have them handy, including updates

Attachments: You can attach files or GIFs to any list Click the paperclip here to view or attach items

Re-use a list: <a href="https://app.trybonsai.com/checklists/uWCosB3ZS/runs/Ybfc9omkB" target="_self">you can make "Runs" of a list</a> each time you use them

Share a List: You can share a <a href="https://app.trybonsai.com/checklists/uWCosB3ZS" target="_self">link</a> to this list

Editing is straightforward: You can indent items too

You can have bold, italic, and <del>strikethrough</del> formatting

Hyperlinks: You can add a <a href="https://google.com/" target="_self">hyperlink</a> to any <a href="https://youtube.com/" target="_self">piece</a> of text, and hovering shows you the link, not a click-tracking URL

Embed a List: The item below is actually another list - embedded here.

QR Codes: Make a QR code to attach a checklist to a physical object. Click QR code at bottom of any checklist 👇

<a href="https://www.amazon.com/gp/product/B08GK6SPLS" target="_self">NFC Tags</a>: a simple phone tap can bring up any checklist or process run

Getting Started (Jessamyn Edit)

Checklist &gt; To Do List: A task list is something you do once, bonsai is for stuff you'll re-use, or assign to others.

Mobile &amp; Desktop: You can make lists on mobile or desktop right in your browser

Copy/Branch lists: You can branch/copy lists allowing you to have multiple versions

Subscriptions: You can Subscribe - which is to "save" others' lists. - and use those when you need them

Attachments: You can attach images or GIFs to any list Click the paperclip here to see or attach items - &gt;

You can Re-use a list over and over: <a href="https://app.trybonsai.com/checklists/uWCosB3ZS/runs/Ybfc9omkB" target="_self">you can make "Runs" of a list</a> each time you use them

Editing is easy: You can indent items too

You can indent up to 4 levels deep to help organize your items

Hyperlinks: You can add a <a href="https://google.com/" target="_self">hyperlink</a> to any <a href="https://youtube.com/" target="_self">piece</a> of text - which helps when linking to other sources for an item

Embed a List inside any other list. The item below is actually another list - embedded here.

QR Codes - Make a QR code to attach a checklist to a physical object. Click QR code at bottom of any checklist 👇

<a href="https://www.amazon.com/gp/product/B08GK6SPLS" target="_self">NFC Tags</a> - allow a simple phone tap to bring up any checklist or process run

Getting Started

Embed a List inside any other list. The item below is actually another list - embedded here. Just enclose the title of any checklist using [[double bracket]] (case sensitive)

QR Codes - Make a QR code to attach a checklist to a physical object. Click QR code at bottom of any checklist 👇And they're "stateful" - meaning that they act differently depending on who scans them

Each item in a checklist can be scheduled to "Run" on any repeating date &amp; time

What are we building next? Here's our [[bonsai Roadmap]]

Map marked with at least hotel and venue

<a href="https://www.nytimes.com/wirecutter/search/?s=Charging+cables" target="_self">Charging cables for your cellphone</a> and a <a href="https://www.nytimes.com/wirecutter/reviews/best-usb-battery-packs/" target="_self">portable cellphone battery pack</a>

<a href="https://www.nytimes.com/wirecutter/reviews/emergency-preparedness/#health-and-hygiene" target="_self">First-aid kit</a>

Documents: A copy of your ID and other important documents (birth certificates, passports, etc.) <a href="https://support.apple.com/en-us/HT210336" target="_self">How-to for iPhone</a>.

Medication, supplies enough for N+2 days

Podcasts - Fish, Before Your Time

When I travel again...

Map marked with at least two evacuation routes

Eyeglasses or contact lenses

Medications list: include all prescriptions and other important medical information

Baby supplies, if applicable

Pet emergency bag list

Water: <a href="https://www.nytimes.com/wirecutter/reviews/emergency-preparedness/#water" target="_self">one gallon a person, per day (three-day supply for evacuation</a>, two-week supply for home)

<a href="https://www.nytimes.com/wirecutter/reviews/emergency-preparedness/#food" target="_self">Food: nonperishable, easy-to-prepare items </a>(three-day supply for evacuation, two-week supply for home)

Remember: You may have to walk to safety, so pack your emergency supplies in <a href="https://www.nytimes.com/wirecutter/reviews/best-gear-for-your-bug-out-bag/" target="_self">something that’s durable and easy to carry, such as a backpack or duffle bag</a>. For heavier items, such as food and water, using a tub or chest on wheels may make it easier to transport — but make sure it's still light enough to lift.

Vaccination and medical records, proof of ownership, a current photo, contact information for the pet's veterinarian

Family photos and other irreplaceable items

Personal computer information on hard drives and disks

<a href="https://www.redcross.org/store/survive-outdoors-longer-sol-emergency-blanket/0140-1222.html?utm_source=RCO&utm_medium=Referral&utm_term=1_emergency_blanket&utm_campaign=Anatomy_of_a_First_Aid_Kit" target="_self">Emergency blanket</a>, extra blankets or sleeping bags

Where should I keep my go bag and other essentials?According to Cal Fire PIO Heather Williams, keeping your bag by your front door or in your car is best. Anywhere you can easily grab it and go.

A change of clothes. Cotton clothes are safest to wear - burns less than syntethitc fabrics.

<a href="https://www.nytimes.com/wirecutter/reviews/emergency-preparedness/#light-and-heat" target="_self">Flashlight</a>

<a href="https://www.nytimes.com/wirecutter/reviews/emergency-preparedness/#communication-and-power" target="_self">A portable radio and batteries</a>

<a href="https://www.nytimes.com/wirecutter/reviews/emergency-preparedness/#communication-and-power" target="_self">Extra chargers for cellphones, laptops, etc.</a>

Video record of home contents (include closets, drawers, &amp; garage)

Medication, supplies and home-use medical devices

Documents: A copy of your ID and other important documents (birth certificates, passports, etc.) <a href="https://support.apple.com/en-us/HT210336" target="_self">How-to for iPhone</a>. How-to for <a href="https://support.google.com/drive/answer/3145835?co=GENIE.Platform%3DAndroid&oco=1" target="_self">Android</a>

<a href="https://www.nytimes.com/wirecutter/reviews/best-can-opener/" target="_self">Can opener</a>

Remove all batteries when not in use. Batteries may leak after long periods.

Items to take if time and space allow

Go Bag List

This checklist should be run [quarterly](https://app.trybonsai.com/checklists/4rBN04U-Y/schedule) or each time a new vendor is added

Confirm all vendors support <a href="https://en.wikipedia.org/wiki/Multi-factor_authentication" target="_self">MFA</a>, preferably token vs. MFA

Store and update all SaaS vendors, stack services free or fee on a <a href="https://docs.google.com/spreadsheets/d/1M-JoherFvdnaD732fC8GzyNhowUvOsufVOhFimNj21M/edit#gid=256026839" target="_self">Google Sheet</a>

Store all accounts, passwords, and MFA tokens in Admin Vault on 1Password

Include vendor - and create link from Name column to admin page for vendor

Include payment amount, frequency, billing day of month (1st etc)

If token MFA supported, then 8-char pwds are fine. Otherwise default pwd length should be 15

If MFA cannot be enforced via admin level, then manual confirmation for employees/contractors will be required for each account. Visual confirmation via videochat is acceptable.

Ensure all alerts are setup to go to more than one person, as well as integrated in #feed in Slack

Confirm all employees, contractors, etc are enforcing <a href="https://en.wikipedia.org/wiki/Multi-factor_authentication" target="_self">MFA</a> Only on accounts <a href="https://docs.google.com/spreadsheets/d/1M-JoherFvdnaD732fC8GzyNhowUvOsufVOhFimNj21M/edit#gid=256026839" target="_self">listed</a> as NOT enforcing MFA.

Confirm all employees using work email for all work SaaS services

Make sure all stored payments match <a href="https://ramp.com/" target="_self">ramp.com</a>

Checklist to ensure we have MFA everywhere. Please check off each item that you have enabled MFA security for (if applicable)

<a href="https://app.honeybadger.io/users/two_factor_config" target="_self">Honeybadger</a>

<a href="https://bonsai1.slack.com/account/settings/2fa_choose" target="_self">Slack</a>

<a href="https://dashboard.heroku.com/account#two-factor" target="_self">Heroku</a>

<a href="https://manage.gusto.com/settings" target="_self">Gusto</a> (if applicable)

<a href="https://dash.cloudflare.com/profile/authentication/setup" target="_self">Cloudflare</a>

🔐 MFA Services Review

SaaS Vendor Review

This is the universal checklist that every business should subscribe to

Setup Google Sheet for Expenses &amp; SaaS Subscriptions

Use <a href="http://ramp.com" target="_self">ramp.com</a> Saas payments

Disable image loading in Gmail - to prevent tracking

1Password store passwords. Business account gives each employee free personal account (plus 4 family members)

<a href="http://bench.co/" target="_self">Bench</a> $1668/yr $7.5k/mo expense

<a href="http://pilot.com/" target="_self">Pilot</a> - $599/annually $15k/mo expenses - Pilot offers a $200/mo discount off our Core and Select plans for pre–revenue companies.

<a href="https://privacy.com/security" target="_self">Privacy.com security practices</a>

<a href="https://app.trybonsai.com/checklists/new-checklist-funRWS-ph" target="_self">Recruiting Engineering</a>

Figma - <a class="md-inline-link" href="https://uxdesign.cc/migrating-to-figma-the-business-case-the-process-and-the-libraries-dedd205a9958" target="_blank" rel="noopener noreferrer">great article on comparison</a>

<a class="md-inline-link" href="http://carta.com/" target="_blank" rel="noopener noreferrer">Carta</a> - starter package $2800 for first year - cap table mgmt only

Google sheets - early stage likely best bet

Status pages for <a href="https://status.slack.com" target="_self">Slack</a>, <a href="https://www.google.com/appsstatus#hl=en&v=status" target="_self">Google</a>, <a href="https://status.heroku.com" target="_self">Heroku</a>, <a href="https://www.githubstatus.com" target="_self">Github</a>, <a href="https://linearstatus.com" target="_self">Linear</a>

<a href="https://app.trybonsai.com/checklists/13ZM33KF" target="_self">Investor updates</a>

Forward voicemails to official@domain.com

Get benefits medical/dental proposal from providers like gusto - they can prepare a  spreadsheet which contains all estimates based on employee and employer contribution

Check to confirm if service requires annual Quickbooks subscription

<a class="md-inline-link" href="https://pulley.com/" target="_blank" rel="noopener noreferrer">pulley</a> - equity cap table mgmt - free up to 20 stakeholders

<a href="https://twitter.com/patio11/status/1268759061027151877?s=21" target="_self">DNS issues avoid </a>

Workers comp req’d in California - non-officers only

<a href="https://app.trybonsai.com/checklists/4rBN04U-Y" target="_self">MFA policies checklist</a>

<a href="https://support.dnb.com/?cust=appleabm" target="_self">DUNS number - Dun &amp; Bradstreet</a> - Apple requires this for their Business Mgmt secs of devices

<a href="https://app.trybonsai.com/checklists/DtvzYQ7j1" target="_self">UI/UX recruiting process</a>

<a href="https://app.trybonsai.com/checklists/4rBN04U-Y" target="_self">Quarterly Vendor Review</a>

Can be used for less secure SMS MFA vendors - if underlying google account is secured with MFA

<a href="https://mercury.com" target="_self">Mercury</a> for banking

<a href="https://ramp.com" target="_self">Ramp</a> for payments and expense mgmt

<a href="http://growth.tlb.org/" target="_self">Startup Growth Calculator</a> - tool will tell you whether, on its current trajectory, your startup lives or dies

NewCo Setup Checklist

ClubKeep Open Checklist

Software Development - Prototype

<a href="http://t.co/yEn7fvb4" target="_self">How to Get Startup Ideas - @paulg</a>

It's to look for problems, preferably problems you have yourself

<a href="http://t.co/2qXHgT8z" target="_self">How to Become a Must-Have Product</a>

you have to compromise on one dimension: you can either build something a large number of people want a small amount, or something a small number of people want a large amount. Choose the latter.

<a href="https://twitter.com/paulg/status/1132013588187701249?s=20" target="_self">Paul G also says “raise 500k to start”</a>

<a href="https://www.inc.com/peter-cohan/the-anatomy-of-a-killer-business-plan.html?nav=pop" target="_self">Anatomy of a killer business plan</a>

<a href="http://t.co/2FwVGWU4" target="_self">How to Create a Million-Dollar Business This Weekend</a>

<a href="http://t.co/o5Vte9k0" target="_self">@hblodget ANDREESSEN HOROWITZ: Here's The Magic Formula For Building Massive Companies [DECK]</a>

<a href="http://t.co/7H7lUeR" target="_self">When asked by @WSJ about Hot Trends 2013? Response: Create the Trends, Don’t Follow Them S via @WSJstartups</a>

<a href="https://www.khoslaventures.com/wp-content/uploads/SunMicrosystem_bus_plan.pdf" target="_self">Handy template &amp; interesting read! Preliminary #BusinessPlan from Sun Microsystems #khoslaventures</a>

<a href="http://t.co/t8GRs14Bcn" target="_self">MIT researchers identify a 7-step technique for putting ideas to action</a>

<a href="https://library.gv.com/the-gv-research-sprint-a-4-day-process-for-answering-important-startup-questions-97279b532b25" target="_self">Google Ventures: The GV research sprint</a>

<a href="https://www.troyhunt.com/serverless-to-the-max-doing-big-things-for-small-dollars-with-cloudflare-workers-and-azure-functions/" target="_self">Serverless to the Max: Doing Big Things for Small Dollars with Cloudflare Workers and Azure Functions</a>

<a href="https://codeburst.io/the-2018-web-developer-roadmap-826b1b806e8d" target="_self">2018 Web Developer Roadmap An illustrated guide to becoming a Frontend or Backend Developer with links to courses</a>

<a href="https://twitter.com/btaylor/status/1021976763486752768?s=12" target="_self">Single Repo</a>

<a href="https://www.netlify.com/" target="_self">Build, deploy, and manage modern web projects An all-in-one workflow that combines global deployment, continuous integration, and automatic HTTPS. And that’s just the beginning.</a>

Checklist for a Front-end

<a href="https://frontendchecklist.io" target="_self">Checklist for a Front-end</a>

<a href="https://precursorapp.com/" target="_self">Precursor</a> - live prototyping

<a href="https://marvelapp.com/apps" target="_self">Marvel prototyping app </a>

<a href="https://medium.freecodecamp.org/how-i-cut-my-aws-bill-by-90-35c937596f0c" target="_self">How I cut my AWS bill by 90% by going serverless</a>

<a href="https://www.wired.com/2013/09/designing-for-mobile-means-ditching-deeply-ingrained-pc-instincts/?utm_campaign=Buffer&utm_content=buffer470b4&utm_medium=twitter&utm_source=buffer" target="_self">An Insider’s View of Mobile-First Design: Don’t Make These Mistakes</a>

<a href="http://www.subtraction.com/2011/02/01/unnecessary-explanations/" target="_self">Coaching marks - a bad idea. </a>

<a href="https://www.producthunt.com/posts/front-end-checklist" target="_self">The perfect Front-End Checklist for modern websites </a>

<a href="https://twitter.com/isaach/status/1022210207189856256?s=12" target="_self">mission vision goals </a>

<a href="https://www.domcomp.com/" target="_self">Domain hosting price comparison</a>

<a href="http://j.mp/1taIczt" target="_self">If I Launched a Startup in 2014 </a>

<a href="http://t.co/x5HtHYNAxS" target="_self">Back of a napkin . fill it in before starting a project that might turn into a company</a>

<a href="http://t.co/cJKfGrBP9E" target="_self">Startup Documents: Online Company Incorporation Simplified.</a>

<a href="https://jvns.ca/blog/2015/12/30/do-the-math-on-your-stock-options/" target="_self">Stock Options</a>

<a href="https://www.businessinsider.com/ripplings-parker-conrad-used-a-pitch-memo-to-raise-45-million-2019-4" target="_self">Pitch Memo versus a Deck</a>

<a href="http://j.mp/z7boqu" target="_self">Five New Management Metrics You Need To Know - Forbes </a>

<a href="http://t.co/d1efslxVaw" target="_self">The Condensed Guide to Running Meetings - (@amyegallo, @HarvardBiz)</a>

<a href="http://t.co/NsKQyIOn" target="_self">4 simple things every entrepreneur should keep his/her investors up-to-date on: </a>

<a href="https://18f.gsa.gov/2015/10/15/best-practices-for-distributed-teams/" target="_self">See the Obama 18F Remote Rule</a>

<a href="http://t.co/mcGhFYNV" target="_self">The best board members are strategically engaged but operationally distant </a>

<a href="http://t.co/Hx7ob4vBNE" target="_self">Why You Shouldn’t Decide Anything Important at Your Board Meeting (@msuster)</a>

<a href="http://t.co/uFFUcSQYmS" target="_self">Very smart advice. RT @sama: Board Members: Financing</a>

<a href="http://t.co/YcrtJl7oxG" target="_self"> </a><a href="http://bottomlinelawgroup.com/2011/10/31/convertible-note-financing/" target="_self">Cap table resources: </a>

<a href="http://t.co/HX9I8wYPZl" target="_self">Some really great insights in here from @sama for founders who are raising money "Fundraising Mistakes Founders Make" </a>

Budgeting

Don’t gamify the budgeting process. You might ruin your agile, small company. Another great post from @bhorowitz http://t.co/3w4XO5SEzm

Expense Tracking

Abacus
Corporate credit cards

Stripe
Brex
Ramp


Payments


Square
recurly - subscription billing
Stripe
Invoice ASAP

<a href="http://t.co/DzperSf8yB" target="_self">How To Create Perfect Posts on Social Platforms [Infographic]</a>

<a href="https://www.sendwithus.com/resources/templates" target="_self">Really excellent collection of Open Source Email Templates</a>

<a href="https://www.sendwithus.com/resources/templates" target="_self">Startups spend too much time building these internally</a>

<a href="https://www.slideshare.net/MarkJohnstone2/how-toproducebettercontentideasmarkjohnstone/68-Dovesoapdovesoap_simplicityItaly_songoperasplit_endsflowersirislilyscentbubbleslatherflyingbirdhair_carepresentationfinishhairolive" target="_self">How to produce better content</a> by <a href="http://markjohnstone.co/contact/" target="_self">Mark Johnstone</a>

A List of Places to <a href="http://t.co/yAi2zw9Tsq" target="_self">Find the Best Free Stock Photos</a>

<a href="https://lever.co/" target="_self">Lever</a>

<a href="http://t.co/K39tFmqync" target="_self"> Intuit Founder Scott Cook Has A Brilliant Way Of Doing Reference Checks</a>

<a href="https://t.co/QNKhsc8X9b" target="_self">Rethinking the org chart: Areas of Responsibility (AoRs)</a>

Talent sourcing, minor/farm leagues Hiring is advertising

<a href="http://t.co/7EbI41wZdV" target="_self">Serving up a commitment pastry versus a praise sandwich</a>

Good Job description for "do-it-all" admin

<a href="https://www.businessinsider.com/google-okr-employee-grading-system-2015-10" target="_self">This Is The Internal Grading System Google Uses For Its Employees — And You Should Use It Too</a>

<a href="http://t.co/jWNVexDD" target="_self"> Team collaboration strategies This post by Skillshare's founder on how to create a company culture is brilliant &amp; tactical</a>

<a href="http://t.co/iHdpNYs6wJ" target="_self"> How does Pixar Implement Group Creativity?</a>

<a href="http://bracketcreative.co.uk/2015/12/four-skills-facilitate-effective-workshops/" target="_self"> Better Workshops</a>

<a href="http://t.co/QYCEac1fTW" target="_self"> Culture European friends who moved to Silicon Valley and liked it but not enough to stay complain about this </a>

<a href="https://twitter.com/loganbartlett/status/1291420219618074624?s=20" target="_self">Use Cameo to transmit Investor updates</a>

<a href="https://www.producthunt.com/ship?ref=producthunt" target="_self">Look at Product Hunt advice herev</a>

How to make and edit into a GIF - storyboard

GIFs - loops offer a userful way to force you to distill your essence down to 15 secs

Feature development: <a href="https://museapp.com/podcast/3-read-the-fabulous-manual" target="_self">write glossary &amp; manual as you build feature</a>

Startup Toolkit

**How a small team of volunteers** [**built the best vaccine info site for California**](https://www.vaccinateca.com) **in less than 4 days.**

Origin story - <a href="https://twitter.com/patio11/status/1349577791537250310?s=21" target="_self">Patrick’s first tweet</a> - call to action

<a href="https://twitter.com/patio11/status/1350096743107420160?s=21" target="_self">Starts with Discord</a>

<a href="https://twitter.com/patio11/status/1350142094736809987?s=21" target="_self">Start with personal trusted networks</a> - to avoid having to solve for the trust-over-the-internet problem

Setup <a href="https://twitter.com/ca_covid" target="_self">Twitter</a> account

Manual process - "do things that don't scale" - ground truth and its the fastest way

Setup workflow on <a href="https://airtable.com" target="_self">Airtable</a> with script

<a href="https://twitter.com/i/lists/1351910129935949828?s=20" target="_self">Twitter list of core group</a>

<a href="https://sites.google.com/" target="_self">Google sites</a> - they eventually migrated to <a href="https://www.netlify.com/" target="_self">Netlify</a>

<a href="https://twitter.com/vllry/status/1350240489870557187?s=21" target="_self">Github</a> - Setup a <a href="https://github.com/CAVaccineInventory" target="_self">repository with automated air table export</a>

<a href="https://twitter.com/i/lists/1351910129935949828?s=20" target="_self">Tweet frequent updates</a> about process. Transparency allows people to copy process without tying up the core group

<a href="https://twitter.com/patio11/status/1350159574024785922?s=21" target="_self">Includer weird issues and tweet threads for responses you can review later</a>.

<a href="https://twitter.com/patio11/status/1350577004714708992?s=21" target="_self">Publish results often and as you get more organized and are able to accept more help, call to action</a>

<a href="https://twitter.com/patio11/status/1350577516847665152?s=21" target="_self">Mobile first</a>

<a href="https://twitter.com/patio11/status/1350843011459006466?s=21" target="_self">Rewrite in static site generator</a>

Make onboarding process for volunteers - for the manual process.

Don’t be surprised when you get tons of asks useless feedback because public cannot fathom how busy you are. Be polite or feel free to ignore

<a href="https://twitter.com/patio11/status/1350903409411440641?s=21" target="_self">Share your most cogent insights if nothing else you’ll be able to refer to them after the event blows over for debrief. Kris audience engaged</a>

<a href="https://twitter.com/patio11/status/1350908767152472064?s=21" target="_self">Use bot to monitor for page changes</a>

<a href="https://twitter.com/patio11/status/1350909648203784192?s=21" target="_self">Set discord channel to alert of single pixel changes on site. Crew responds with thumbs up emoji of good. Thumbs down if noise </a>

<a href="https://twitter.com/patio11/status/1351262781283164160?s=21" target="_self">Don’t forget to use a gong bot for feedback as well as morale</a>

On the "<a href="https://www.vaccinateca.com/who-we-are" target="_self">Who We Are page</a>" - randomly re-order the list of volunteers so prominence is evenly distributed

Maps - include "use your location" button on map - save a click!

@rstephens