Data: Why it is critical to success and how to keep up with it!


Published on

Presented at the American Pets Alive No-Kill Conference 2014.

Published in: Lifestyle
1 Like
  • Be the first to comment

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

Data: Why it is critical to success and how to keep up with it!

  1. 1. Data: Why It Is Critical To Success And How To Keep Up With It!
  2. 2. What is the data you need to track? Everything that happens to the animals while under your care. Intake • Transfer from a shelter • Owner Surrender • Over the Counter Stray Surrender • Returns from adopters • Born in Shelter Medical • Spay/Neuter • Microchips • Vaccines • Flea meds, dewormers, heartworm tests, FeLV/FIV tests • Illness/Injury treatments • Rabies vaccines and certificates Behavior • Intake behavior (O/S notes, behavior at the shelter prior to intake) • Behavior work/training • Bite information • Foster notes Marketing • Pictures/Videos • Biographies Outcome • Adoptions • Euthanasia • Died in Shelter • Returned to Owner • Lost in Care (Stolen or Escaped) • Transfer to Other Rescue
  3. 3. Why Does This Matter? Staying organized is critical to your success! You need to know where your animals are at all times, be able to access those animals and know what happened to them. You need the data to be available years down the road. Easily searchable is key! Data might not be as fun as cuddling kittens but its important! Don’t be like this guy 
  4. 4. WHY CONT. Legal Ramifications • Defines Ownership • Prevent Owner Surrender Lawsuits • Veterinary Records • Contracts with Outside Agencies Reporting • Grant writing • Internal Audits/Goal Setting • Contracts
  5. 5. Staff Performance Measures Money in shelters is always tight, and paid positions must have maximum productivity to survive. Staff that work from home can be especially difficult to track productivity. People will always want more staff for every department, how can you fairly assess if that area really has grown enough to warrant more staff? Dozens of reports available to help you!
  7. 7. What System To Use? At Austin Pets Alive! and San Antonio Pets Alive! we use PetPoint web based software
  8. 8. PetPoint Information • Cost – Free • How to join – or (866) 630-PETS(7387) • Set up and Training • Have ALL your key people/team leaders involved in this initial process Staff To Manage The Data • Data Manager/Analyst • Data entry staff – “night owls”
  9. 9. Data Staff Costs It takes ~50min/animal of data entry from start to finish throughout the system. So if you intake 100 animals per week, you’ll need ~83hrs/wk data entry staff + Data Manager (~10-20hrs/wk depending on responsibilities) Hire people that can type quickly! Have them take a typing test in front of you during the interview, require a minimum of 50 or 60WPM. Free fast online typing test:
  10. 10. How To Get Data From Here To There End of Day Reporting (EOD) What: A comprehensive report compiled by staff that shows everything that happened that day What’s in it: A synopsis cover sheet and then supporting documents. Who does it: Every where you have something the onsite supervisor is responsible for compiling. How is it submitted: Scan/Email, Fax (, take pictures with a cell phone and email, whatever you have to do to get it submitted electronically Where does it go?: a Google Group that forwards to everyone that needs it or a centralized email box (i.e. When: MUST BE EVERY DAY WITHOUT FAIL AT END OF DAY
  11. 11. EOD Synopsis Hand written synopsis page – quick and easy but not searchable and bad handwriting can cause problems so not ideal
  12. 12. Eod Synopsis Typed EOD synopsis as an email. Makes it searchable which is nice, no hand writing confusion. Need access to a computer though which can be tough for places like PetSmart.
  13. 13. Checks And Balances Mistakes WILL happen – typos, things forgotten when the animals are moving quickly, etc. Must have checks and balances – at least 2 people looking at the data in different directions in case one of them misses something. Run reports every day out of PetPoint to compare to the EODs to make sure nothing missed!
  14. 14. Data to Collect - Intakes • Animal Name, ID#, Age, Sex, Breed, Color(s) • Intake medical (vaccines, intake work up, chip #, spay/neuter status) • Behavior Evaluations, Owner Surrender behavior info (good with kids/pets, etc) • Picture, even if not good. Can always put in a better one later. • Where its going (location – i.e. foster home, onsite shelter, etc.) • Where it came from (what shelter? Stray vs o/s? Public intake?) • Intake reason (medical problems? Behavior problems? Age? Space? Time (stray hold up)?) • Returns – returned by adopters including reason they are returning
  15. 15. Forms You’ll Need For Intake Kennel card/Animal Information Sheet Medical Intake Form Owner Surrender Form Adoption Return Form (can be same as O/S form)
  16. 16. Intake Kennel Card
  17. 17. Owner Surrender Form – last page
  18. 18. Locations Once you pull an animal from the shelter, where all is it going prior to the outcome? Foster • Foster Sign out Sheet • Foster Transfer • Foster Return to Organization Onsite Locations • Onsite locations (i.e. your shelter, PetSmart, PetCos) – track who is going to and from. • Daily census essential to catch mistakes! Other • Vet clinics, boarding facilities, emergency clinics
  19. 19. Location Cont. How to make sure locations stay up to date • Team leaders in charge of their areas • Data team double checks on EODs and confirms updates • Daily Census It is everyone’s job to ensure no animals get lost in the system!
  20. 20. Daily Census Each onsite location submits a Daily Census to ensure data in PetPoint is accurate. First they run a report in PetPoint to see what animals PetPoint says are in their location, then they walk the kennels and compare to see what animals actually are physically in their location, and report discrepancies on a Census Discrepancy Report included in EOD.
  21. 21. Medical • Medical Data Logs • Medical Request Forms for Onsite Animals • Rabies Certificates (vets only, must be onsite) • Parvo Forms *Note – have a plan for medical performed by external clinics!
  22. 22. Behavior Behavior Incident Forms Behavior information on Owner Surrender Forms or Adoption Return Forms Behavior Logs/Documentation of behavior evaluations from your behavior staff PetPoint can hold 3 photos, 1 youtube video, and a biography of the animal. These will automatically upload to your website and be removed from the website when the animal leaves your care. Marketing volunteers can upload this information rather than the data team. An online form for fosters to fill out to upload photos/bio/video can be useful, or an inbox ( for fosters to email the materials to. Marketing Materials
  23. 23. Outcomes An “Outcome” is when the animal is no longer owned by your organization and the record is “complete”. At this point the animal will be “released” out of your care in the system. Adoption – a finalized adoption Died – passed away while in your care Euthanasia – Was euthanised while in your care Transfer Out – Transfer to another rescue (i.e. a purebred Rescue Group that works with you) Return to Owner – the original owner wants to reclaim the animal
  24. 24. Adoption • Adoption Contract • Adoption Application • Adoption check list (the things the counselor goes over with the adopter) • Ringworm Disclosure • Other documentation for adopters - behavior or illness handouts, etc. • Foster Home Adoptions – ppwk system • Onsite animals include in EOD
  25. 25. Insurance And Microchips Insurance – make sure you have a system in place for dealing with the 24petwatch insurance if you utilize that. Adopters MUST register within a small window for it to work! • A handout at the time of adoption that explains rules (no pre-existing conditions, $75 deductible, $750 max payout, etc) Microchips – Registration information Email – Data team emails insurance and chip ppwk to adopters.
  26. 26. Died And Euthanasia • Exact date it died • Reason • How to find out Rescue Consider having a rescue transfer form and rescue application form, animals sent to rescue should be included in EOD as an outcome RTO Lost/Stolen These will NOT be counted towards your live release rate so try to minimize them. If a foster refuses to return an animal to your organization, consider “adopting” the animal to them for free rather than reporting them as stolen. This is an administrative function only.
  27. 27. Asilomar Accords Asilmar Reporting is not something you have to do but it is something PetPoint can do. • What is it: • Why does it matter: Some grants require you to create Asilomar Reports • How does it work: Choose the Asilomar Status at intake and outcome of animal. • What is a status: Asilomar Statuses define what kind of shape the animal is in medically or behaviorally
  28. 28. Thanks for coming!