Shelter operations resource
Special-needs workflow pilot prep
Bring enough real process context to assess fit without cleaning data, rebuilding the stack, or sharing unapproved personal information.
Bring the workflow as it operates. Use fictional, anonymized, or specifically approved material until handling and permission are explicit.
01
Bring the mess
- Name the handoff that gets rebuilt.
- List where photos, notes, updates, and decisions live.
- Name the person carrying the missing context.
- Workflow
- Current channels
02
Bring one example
- Use fictional, anonymized, or specifically approved material.
- Show which context a reviewer needed.
- Name the decision that had to stay human.
- Example
- Human decision
03
Define the edge
- Choose one small starting workflow.
- Name what the pilot must not touch.
- Choose a stop condition and one manual signal.
- Pilot slice
- Stop condition
04
Prepare the team
- Name one point person and one reviewer.
- Confirm current tools remain in place.
- List any photo, intake, or care-story capability that is still roadmap language.
- Point person
- Roadmap boundary
If this worksheet surfaces a specific handoff problem, WhiskerMatch can start with that one workflow while the rest of your tools stay in place.
Email Chris directly →