Shelter operations resource
Shelter workflow audit worksheet
Map where placement context breaks before choosing software, changing process, or adding more staff work.
Audit the handoff, not the people. The goal is to find where source material, ownership, review, or due dates disappear.
01
Intake source
- Where does intake arrive?
- What is routinely missing?
- Who resolves unknown fields?
- Source today
- Current owner
- Where it gets lost
- What causes delay
02
Foster update source
- How do check-ins arrive?
- Which concerns need routing?
- Who decides what changes the record?
- Source today
- Current owner
- Where it gets lost
- What causes delay
03
Applicant source
- Where do applications and documents live?
- How is stage communicated?
- Who owns the next response?
- Source today
- Current owner
- Where it gets lost
- What causes delay
04
Public profile source
- Which draft is current?
- Who may approve changes?
- How are hold reasons recorded?
- Source today
- Current owner
- Where it gets lost
- What causes delay
05
Follow-up source
- Where are post-placement tasks kept?
- Who owns due dates?
- How does new context return to the record?
- Source today
- Current owner
- Where it gets lost
- What causes delay
If this worksheet surfaces a specific handoff problem, WhiskerMatch can start with that one workflow while the rest of your tools stay in place.
Apply for a pilot →