---
title: "Shelter placement handoff audit worksheet"
description: "Map where placement context arrives, who owns it, and where the handoff breaks."
canonical: https://www.whiskermatch.com/resources/workflow-audit
markdown_url: https://www.whiskermatch.com/resources/workflow-audit.md
generated_from: "canonical page server-rendered HTML; the HTML page is authoritative"
last_modified: 2026-06-30
last_updated: 2026-06-30
publisher: "Veldarium Technology Systems LLC"
---

1. [Home](https://www.whiskermatch.com/)
2. [Resources](https://www.whiskermatch.com/resources)
3. Placement handoff audit

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.

[Bring one workflow](https://www.whiskermatch.com/contact#bring-one-workflow)

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**

## Keep reading

- [the four pilot workflows](https://www.whiskermatch.com/workflows)
- [All shelter workflow resources](https://www.whiskermatch.com/resources)
- [Free printable tools](https://www.whiskermatch.com/tools)

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.

[Bring one workflow](https://www.whiskermatch.com/contact#bring-one-workflow) [See pricing](https://www.whiskermatch.com/pricing)

Want to look first? [Walk through the guided demo](https://www.whiskermatch.com/demo).

---

About WhiskerMatch: WhiskerMatch is workflow software for animal shelters and rescues that keeps one reviewed record per animal across intake, foster care, adoption review and public profiles, with people making every placement and publishing decision.

## Sitemap

See the full [WhiskerMatch sitemap](https://www.whiskermatch.com/sitemap.md) for every public page, or [llms.txt](https://www.whiskermatch.com/llms.txt) for a short summary.