Shelter operations resource
Pilot readiness checklist
Decide whether your shelter or rescue is ready to test one placement workflow without replacing the rest of your stack.
Readiness does not mean perfect data or spare staff. It means the team can name one painful handoff, one point person, and a small place to start.
01
Workflow focus
- Name the one workflow causing the most friction.
- Mark where it begins and what counts as done.
- Describe where context gets lost or rebuilt.
- Workflow to start with
- What breaks today
02
People and review
- Name one point person for setup and feedback.
- Identify who reviews public or applicant-facing changes.
- Confirm that AI may prepare only sourced public-profile wording and staff still decide.
- Pilot point person
- Named reviewer
03
Source material
- List the sample intake, foster, profile, or applicant material available.
- Choose a small starting set of illustrative or approved records.
- Mark sensitive information before any example is shared.
- Available source material
- Starting record set
04
Working agreement
- Plan a direct feedback cadence.
- Confirm the workflow can run beside current tools first.
- Name the reason the team would stop the pilot.
- Feedback cadence
- Stop condition
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.