Shelter operations resource
Follow-up ownership template
Keep the work after a handoff from becoming a promise that lives only in someone's memory.
A task is not owned because everyone cares about it. It is owned when one person can see the due date and close the loop.
01
Follow-up event
- Name the event that creates the task.
- Attach the relevant source or record.
- Set the due time.
- Trigger
- Due
02
Owner
- Assign one primary owner.
- Name the backup or escalation path.
- Make unassigned work visible.
- Primary owner
- Escalation
03
Response
- Define the approved contact channel.
- Prepare routine language if useful.
- Require human review before sending.
- Channel
- Template
04
Completion
- Record the outcome.
- Create another task only when needed.
- Keep welfare or policy escalation human.
- Done means
- 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.
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