Shelter operations resource
Applicant review lane worksheet
Create a shared applicant lane that keeps documents and next actions visible while preserving human review.
A review lane should make the work clearer, not turn applicants into a score. Every outcome stays with the shelter.
01
Review stages
- Name the stages your team actually uses.
- Define what moves an application between stages.
- Remove stages that do not change the next action.
- Stage
- Exit condition
02
Documents
- List required and conditional documents.
- Name who reviews each document.
- Define how applicants see missing items.
- Document
- Reviewer
03
Decisions
- Keep applicant outcomes human.
- Record policy exceptions and the responsible reviewer.
- Do not rank adopters or infer fit from opaque signals.
- Decision owner
- Escalation path
04
Communication
- Draft routine replies from approved templates.
- Require staff review before sending.
- Keep the message attached to the application.
- Template needed
- Sender
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 →