---
title: "Special-needs workflow pilot prep"
description: "Prepare one special-needs, foster, intake, or review workflow for a bounded founder-led pilot conversation."
canonical: https://www.whiskermatch.com/resources/pilot-prep-checklist
markdown_url: https://www.whiskermatch.com/resources/pilot-prep-checklist.md
generated_from: "canonical page server-rendered HTML; the HTML page is authoritative"
last_modified: 2026-07-02
last_updated: 2026-07-02
publisher: "Veldarium Technology Systems LLC"
---

1. [Home](https://www.whiskermatch.com/)
2. [Resources](https://www.whiskermatch.com/resources)
3. Special-needs workflow pilot prep

Shelter operations resource

# Special-needs workflow pilot prep

Bring enough real process context to assess fit without cleaning data, rebuilding the stack, or sharing unapproved personal information.

Bring the workflow as it operates. Use fictional, anonymized, or specifically approved material until handling and permission are explicit.

[Bring one workflow](https://www.whiskermatch.com/contact#bring-one-workflow)

01

## Bring the mess

- Name the handoff that gets rebuilt.
- List where photos, notes, updates, and decisions live.
- Name the person carrying the missing context.

- **Workflow**
- **Current channels**

02

## Bring one example

- Use fictional, anonymized, or specifically approved material.
- Show which context a reviewer needed.
- Name the decision that had to stay human.

- **Example**
- **Human decision**

03

## Define the edge

- Choose one small starting workflow.
- Name what the pilot must not touch.
- Choose a stop condition and one manual signal.

- **Pilot slice**
- **Stop condition**

04

## Prepare the team

- Name one point person and one reviewer.
- Confirm current tools remain in place.
- List any photo, intake, or care-story capability that is still roadmap language.

- **Point person**
- **Roadmap boundary**

## Keep reading

- [the shelter and rescue fit guide](https://www.whiskermatch.com/is-this-for-us)
- [All shelter workflow resources](https://www.whiskermatch.com/resources)
- [Free printable tools](https://www.whiskermatch.com/tools)

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.

[Bring one workflow](https://www.whiskermatch.com/contact#bring-one-workflow) [See pricing](https://www.whiskermatch.com/pricing)

Want to look first? [Walk through the guided demo](https://www.whiskermatch.com/demo).

---

About WhiskerMatch: WhiskerMatch is workflow software for animal shelters and rescues that keeps one reviewed record per animal across intake, foster care, adoption review and public profiles, with people making every placement and publishing decision.

## Sitemap

See the full [WhiskerMatch sitemap](https://www.whiskermatch.com/sitemap.md) for every public page, or [llms.txt](https://www.whiskermatch.com/llms.txt) for a short summary.