Useful structure. Ready to adapt.

WEEKLY OPERATING REVIEW

Date:
Facilitator:
Decision recorder:

1. OUTCOMES (5 minutes)
- What changed in animals served, placements, or program outcomes?
- Which definition and data source support each number?

2. CAPACITY (5 minutes)
- Current animal, foster, volunteer, and staff capacity:
- Constraint that needs attention first:

3. WORKFLOW HEALTH (8 minutes)
- Oldest open application or unresolved task:
- Exceptions, errors, or handoffs that repeated:
- One workflow threshold that was crossed:

4. DECISIONS (8 minutes)
- Decision:
- Owner:
- Due date:
- Evidence needed to close:

5. FOLLOW-THROUGH (4 minutes)
- Review last week’s open decisions.
- Confirm what will be communicated, to whom, and by when.

PROGRAM HANDOFF STANDARD

Workflow:
From role:
To role:

TRIGGER
What event starts the handoff?

REQUIRED INFORMATION
- Record identifier:
- Required fields:
- Required documents:
- Consent or approval:

READY DEFINITION
The record is ready to transfer when:

EXCEPTION PATH
If information is missing, urgent, or unsafe:

OWNERSHIP
The sending role remains responsible until:
The receiving role acknowledges by:

AUDIT
System where the handoff is recorded:
Measure used to monitor delay or rework:

RESPONSIBLE AI TASK BRIEF

PURPOSE
Draft or summarize:
Intended audience:
Decision this output supports:

APPROVED SOURCES
- 

DO NOT USE OR INFER
- Personal or sensitive data:
- Medical, legal, safety, employment, or eligibility decisions:
- Facts not present in the approved sources:

OUTPUT REQUIREMENTS
- Format:
- Length:
- Tone:
- Required facts or links:
- Clearly label uncertainty:

HUMAN REVIEW
Reviewer role:
Check accuracy, omissions, tone, privacy, bias, and required disclosures.
Escalate when:

The output is a draft. A qualified person must review it before use.