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
If this worksheet surfaces a specific handoff problem, WhiskerMatch can start with that one workflow while the rest of your tools stay in place.
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