Shelter operations resource
Placement handoff audit
Find one placement handoff worth making calmer before choosing software or changing the whole process.
The goal is not to prove the workflow is messy. It is to see which source, decision, or owner becomes invisible between steps.
01
Entry points
- List every place information arrives.
- Mark which sources are structured and which are free text.
- Note what gets retyped or copied.
- Source
- Format
02
Owners
- Name who receives each source.
- Mark any step owned by a group instead of a person.
- Identify work that lives in memory.
- Current owner
- Missing owner
03
Decisions and gates
- Separate preparation from judgment.
- Name the person allowed to approve public changes.
- Record what should stop the workflow.
- Human decision
- Hold condition
04
First workflow
- Choose the smallest repeatable handoff.
- Define one success signal.
- Keep the rest of the stack in place.
- Pilot workflow
- Success signal
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.