Shelter operations resource
Pilot readiness checklist
Decide whether your shelter or rescue is ready to test one placement workflow without replacing the rest of your stack.
Readiness does not mean perfect data or spare staff. It means the team can name one painful handoff, one point person, and a small place to start.
01
Workflow focus
- We can name the one workflow causing the most friction.
- We know where that workflow begins and what counts as done.
- We can describe where context gets lost or rebuilt.
- Workflow to start with
- What breaks today
02
People and review
- We can name one point person for setup and feedback.
- We know who reviews public profile changes.
- We understand AI may draft, but staff still decide.
- Pilot point person
- Named reviewer
03
Source material
- We can provide sample intake, profile, foster, or application materials.
- We can start with a small set of animal records.
- We can mark sensitive information before sharing examples.
- Available sample material
- Starting record set
04
Working agreement
- We can give direct feedback during setup.
- We are comfortable running beside current tools first.
- We do not expect a finished enterprise rollout on day one.
- Feedback cadence
- Main risk to resolve
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 →