Shelter operations resource
Adoption review handoff checklist
Help the next reviewer understand what has been checked, what remains open, and who owns the response.
A handoff is complete when the next person can act without reconstructing the whole application from inboxes and memory.
01
Before the handoff
- Attach the application and any requested documents.
- Separate confirmed facts from unanswered questions.
- Remove duplicate or outdated notes.
- Source checked
- Open question
02
Review state
- Record what has already been reviewed.
- Name any policy exception or sensitive context.
- Do not reduce the application to a score.
- Current state
- Exception
03
Next owner
- Assign one person to the next action.
- Name the action and expected timing.
- Keep the outcome with the human reviewer.
- Owner
- Next action
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 →