Shelter operations resource
Rescue partner handoff template
Keep a transfer between organizations from becoming the moment an animal's story gets rebuilt from scratch.
A transport handoff is still a handoff. This template keeps the source, the point person, and the open questions attached.
01
What is transferring
- Name the animal, case reference, and both organizations.
- Attach intake, medical, and behavior source notes.
- Note what is confirmed versus still unknown.
- Animal or case
- Source attached
02
Care continuity
- Name the current point person and how to reach them.
- Note medication, feeding, and routine details.
- Note any in-progress vet or behavior plan.
- Current point person
- In-progress plan
03
Receiving partner
- Name the receiving point person and reviewer.
- Confirm what the receiving org still needs to know.
- Set a check-in date after transfer.
- Receiving contact
- Check-in date
04
Close the loop
- Confirm both organizations agree the handoff is complete.
- Record what changed hands and when.
- Keep a record either organization can reference later.
- Handoff confirmed
- Date completed
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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