Step 2

Rescue Workflow & Operations

Understanding how your rescue actually operates helps us design systems that support your work — not force you into someone else's idea of how a rescue "should" run.

You don't need perfect answers. Many rescues evolve organically, and that's normal.

Share what you can — we'll help make sense of it together.

Quick Start (5 questions)

  • What are the steps to adopt (in plain language)?
  • How do animals typically enter your rescue (intake sources)?
  • How do fosters get recruited and supported?
  • Where do key records live today (docs, spreadsheets, apps)?
  • What questions do you answer over and over?

Everything below is optional detail. Focus on reality, not perfection.

1. Pet Adoption Process
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  • 1What are the steps involved in adopting a pet from your organization?

Example:

choose a pet → submit application → review → phone call → meet-and-greet → approval → adoption → follow-up

If your process varies by animal or situation, that's okay — just describe it.

  • Are there specific requirements or criteria for adopters? (Home checks, vet references, landlord approval, experience level, etc.)
  • Are adoption fees or donations required? If fees vary, explain how and why.
  • How are adoption decisions handled? (Who reviews applications? Who has final approval?)
  • Do you offer post-adoption support or follow-ups?
2. Animal Intake Process
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  • 1How do animals typically enter your rescue? (Owner surrenders, strays, shelter pulls, transfers from other rescues, emergency cases.)
  • 2What information do you collect when an animal comes in?

Examples:

Medical historyVaccination statusBehavioral notesIntake location or source
  • Are there evaluation steps before accepting an animal?
  • Do you quarantine or medically assess new intakes?
  • How are animals prepared for foster placement or adoption?

This helps us understand record-keeping needs and where information often gets lost.

3. Foster Program
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  • 1How do you recruit foster volunteers?
  • 2What is the foster application or screening process?
  • 3Do you provide foster training, documentation, or orientation?
  • 4How are animals matched with foster homes?
  • 5How do you check in with fosters and track the animal's well-being?

Even informal processes matter — clarity helps reduce burnout.

4. Volunteer & Community Involvement
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  • 1How do volunteers currently get involved?
  • 2What types of volunteer roles exist? (Transport, events, admin, fostering, social media, outreach, etc.)
  • 3Do you have systems for scheduling or coordinating volunteers?
  • 4Do you track volunteer hours or contributions? If not, note what you wish you could track.
5. Policies, Compliance & Records
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  • 1How do you ensure compliance with local laws, permits, or regulations?
  • 2Do you have written guidelines for animal welfare and safety?
  • 3How are records maintained for each animal? (Medical records, adoption history, foster notes.)
  • 4Are records stored digitally, on paper, or both?
6. Communication & Updates
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How do you communicate with:

AdoptersFostersVolunteersDonors
  • 1How often is your website updated — and by whom?

How do you share updates about:

Available animalsSuccess storiesUrgent needsEvents or fundraisers

Are there recurring questions you answer over and over?

These are often signs where better systems can save time.

Why This Matters

Rescue workflows aren't just "internal details."

They directly affect:

Accuracy of public information
Volunteer experience
Donor trust
Grant readiness
Team burnout

Technology works best when it reflects reality — not when teams have to work around it.

That's It — Really

You don't need perfect systems.

You don't need everything documented.

And you don't need to solve everything at once.

If everything were already organized, you probably wouldn't need our help.

We meet you where you are and help build something that works for your rescue, your community, and the animals who depend on you.