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Shelter operations resource

Adoption review handoff checklist

Help the next reviewer understand what has been checked, what remains open, and who owns the response.

A handoff is complete when the next person can act without reconstructing the whole application from inboxes and memory.

Bring one workflow
01

Before the handoff

  • Attach the application and any requested documents.
  • Separate confirmed facts from unanswered questions.
  • Remove duplicate or outdated notes.
Source checked
Open question
02

Review state

  • Record what has already been reviewed.
  • Name any policy exception or sensitive context.
  • Do not reduce the application to a score.
Current state
Exception
03

Next owner

  • Assign one person to the next action.
  • Name the action and expected timing.
  • Keep the outcome with the human reviewer.
Owner
Next action

Early access, founder-led

Keep this with the animal record.

WhiskerMatch is one record per animal that intake, foster, adoption review, and public profiles share. It starts with one workflow, beside the tools you already use, and a person at your organization makes every decision.

$20/month per organization, no seat limits. This is a founder-led early access invitation with no deadline. Writing to ask a question costs nothing and commits you to nothing.

Want to look first? Walk through the guided demo.