Shelter operations resource
Shelter workflow map template
Put one real workflow on paper before deciding what software should change.
Start with the work as it happens, not the process everyone wishes existed. No shame for messy workflows. That is what the map is for.
01
Start and finish
- Name the event that starts the workflow.
- Name the observable finish.
- List what falls outside this map.
- Starts when
- Done when
02
Sources
- List every source and format.
- Mark where a source is copied or retyped.
- Mark private or sensitive material.
- Source
- System or channel
03
Owners and gates
- Assign a person to each next action.
- Separate preparation from approval.
- Name the hold reasons.
- Owner
- Review gate
04
Pilot slice
- Circle the smallest repeated handoff.
- Define one measurable operating improvement.
- Keep all other tools in place.
- Pilot slice
- What gets calmer
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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