Intake-to-Placement

INTAKE-TO-PLACEMENT: The process of creating pathways to positive outcomes for pets in care, supporting intake diversion processes, and evaluating intake and placement data to make strategic program development decisions. Intake-to-Placement prioritizes case management and implementation of support programs to find more positive outcomes for all pets.

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First and Last Name

Organization

Zip Code / Postal Code

Are pet resource requests accessible digitally?

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Pet resource request forms are available digitally to complete prior to physically entering the facility

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Not applicable to my organization

Are pet intake or resource request resources available in multiple languages?

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Pet intake and resource request resources are available and accessible in multiple languages most common to the jurisdiction

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Not applicable to my organization

Are eligible pets at the organization visible in person and digitally?

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All eligible pets in care are visible to the public in-person at your facility, in person with foster caregivers, and digitally.

All eligible pets in care are visible to the public in person at your facility and digitally

All eligible pets physically in care are visible to the public in person at your facility

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Not applicable to my organization

Does the organization offer non-urgent pet intake appointment scheduling?

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Non-urgent pet intake appointments are scheduled ahead of time via phone, email, or digital system

Non-urgent pet intake appointments are scheduled ahead of time via phone or email

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Not applicable to my organization

Are barriers removed from pet interest forms?

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Organization's pet interest forms or applications are less than one printed page long and are available in digital or physical formats; Organization does not require home inspections, income verification, vet references, yard requirements, application fees, and other non-inclusive practices for pet interest forms or applications

Organization's pet interest forms or applications are less than one printed page long and are available in digital or physical formats

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Does the organization have an adopter-on-deck list?

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Organization has created an adopter-on-deck list and is continuously recruiting adopters

Organization accepts ongoing adoption interest forms/requests; Adopter recruitment efforts are shared once per month

Organization accepts ongoing adoption interest forms/requests; Adopter recruitment efforts are shared once per quarter

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Does the organization have a foster program?

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Organization has established a foster program that can accomodate all pets in care including neonatal, medical, behavioral, and other special circumstances; Organization has established a process for day-trips and sleepovers

Organization has an established foster program for puppies, kittens, adults, and medical cases; Organization has established a process for day-trips or sleepovers

Organization has an established foster program for puppies, kittens, and easy adults

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Does the organization have a foster-on-deck list?

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Organization has created a foster-on-deck list and is continuously recruiting fosters

Organization accepts ongoing foster interest forms/requests; Recruitment efforts are shared once per month

Organization accepts ongoing foster interest forms/requests; Recruitment efforts are shared once per quarter

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Not applicable to my organization

Does the organization have an intake-to-placement protocol?

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Organization has a clearly defined and widely distributed intake flow process in place to immediately place pets with adopters, fosters, or partner transport that are intended to be intaked into the shelter's care

Organization has a clearly defined and widely distributed intake flow process in place to immediately place pets with adopters or fosters that are intended to be intaked into the shelter's care

Organization has a clearly defined and widely distributed intake flow process in place to immediately place pets with adopters that are intended to be intaked into the shelter's care

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Not applicable to my organization

Does the organization have a clear definition of emergency vs. non-emergency intake?

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Organization has clear definitions for emergency vs. non-emergency intake parameters to determine the best intake pathway for the pet

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Does the organization have a matchmaking process in place?

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Your organization utilizes a matchmaker system to pair incoming animals with fosters, adopters, and transport partners who are waiting for those pets

Organization matches pets with fosters, adopters, or transport partners after they have been physically intaked.

Organization may provide some informal matchmaking, but no formal process is in place

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Not applicable to my organization

Can pets leave the organization the same-day they have a confirmed pathway?

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It is standard practice for your organization to make it possible for all healthy, vaccinated, and microchipped pets to be placed the same day that they arrive in care; Placement may include adoption, foster, or partner transfer.

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Not applicable to my organization

Does the organization utilize a case management approach to determine adopter eligibility?

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"Do not adopt" list is replaced with adopter eligibility case management notes to provide objective descriptions of history of engagement with client

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Not applicable to my organization

Does the organization proactively create case files for potentially incoming pets?

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Your organization proactively creates a case file and potential placement plan at the time of a client's first contact if it is known or likely a pet will enter care.

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Not applicable to my organization

Who at the organization completes intake-to-placement management?

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Organization has at least one full-time staff member or volunteer dedicated to the intake-to-placement management

Organization has at least one part-time staff member or volunteer dedicated to the intake-to-placement management

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Not applicable to my organization

Who at the organization completes foster tasks?

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Organization has at least one full-time staff member or volunteer dedicated to foster placements

Organization has at least one part-time staff member or volunteer dedicated to foster placements

Oganization is able to make foster placements; There is no volunteer or staff member dedicated to foster placements

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Not applicable to my organization

Who at the organization completes case management for intake-to-placement tasks?

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Organization has at least one full-time staff member or volunteer dedicated to case management for intake-to-placement tasks

Organization has at least one part-time staff member or volunteer dedicated to case management for intake-to-placement tasks

Case management tasks related to intake-to-placement are completed by individuals from various departments; There is no dedicated volunteer or staff member

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Not applicable to my organization

Which personnel are trained in case management?

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All staff and volunteers responsible for matchmaking, case management, or customer service are trained in case management best practices

Leadership roles responsible for matchmaking, case management, or customer service are trained in case management best practices; Information is distilled and distributed to relevant personnel

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Not applicable to my organization

Does the organization utilize a case management approach to determine foster eligibility?

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"Do not foster" list is replaced with foster eligibility case management notes to provide objective descriptions of history of engagement with client

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Not applicable to my organization

What intake-to-placement goals has the organization set?

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Organization sets goals for in-shelter length of stay, expected live release rates, and movement and progress for various groups of pets in care

Organization sets goals for in-shelter length of stay and expected live release rates for various groups of pets in care

Organization sets goals for in-shelter length of stay for various groups of pets in care

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Not applicable to my organization

How frequently are pet placement topics marketed?

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Pet placement topics are marketed at least once per month

Pet placement topics are marketed at least once per quarter

Pet placement topics are marketed at least twice per year

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Not applicable to my organization

How does the organization utilize media to highlight pet placement options?

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Organization utilizes established connections with local media to strategize media pitches related to pet placement needs, initiatives, events, or fundraising goals on a recurring schedule; Strategic planning for major pet placement efforts occurs at least two weeks before the deadline or event

Organization shares information on current pet placement needs, initiatives, events, or fundraising goals with established local media connections at least once per month

Organization shares information on current pet placement needs, initiatives, events, or fundraising goals with established local media connections at least once per quarter

Not yet started

Not applicable to my organization

Intake-to-Placement Assessment