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Home | Download Resources

Download Resources

Here's a partial listing of our growing array of ready-to-use forms, manuals, procedures and worksheet templates. Use these resources to build a more organized, efficient restaurant and a more profitable business.

Get IMMEDIATE access to over 300 professionally designed restaurant forms, spreadsheets & templates worth hundreds of dollars, at no additional cost, when you join RestaurantOwner.com!

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DOWNLOAD: Restaurant Training Manual Templates

Having comprehensive, easy-to-understand training manuals for every position in your restaurant is vital for new employees to learn to perform their jobs the "right way." Use these templates as a guide to create your own detailed restaurant training manuals for server, bartender, busser, prep cook, line cook, dishwasher . . .
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DOWNLOAD: Restaurant Business Plan Template

A professional, well-conceived restaurant business plan is absolutely essential for an independent restaurant venture to obtain funding and have any real chance for success. Our business plan templates will provide you with the tools to develop & communicate your plan in a professional, compelling format that will enhance your chances of securing capital and making your plan a reality. . . . more >>

DOWNLOAD: Restaurant Marketing Planning Calendar

Today, sales growth doesn't just happen, it requires proper planning and execution! Get a jump on your 2012 marketing plan with this great tool to organize your promotions for the entire year onto a single spreadsheet that shows the dates of each promotion and the tasks required to make them happen . . . more >>

DOWNLOAD: Daily Voids Log Sheet

Theft prevention 101 - never let your bartenders, servers or cashiers void items after they have been rung up. It's ok to give them the ability to void (item correct) an item "while" they are in the process of ringing the check; however, once the check has been recorded (saved or printed) then only management should be allowed to perform a void function. . . . more >>

DOWNLOAD: Annual Restaurant Budget Worksheets

How will your restaurant perform in 2012? Studies show that companies who prepare annual operating budgets are more successful than those who don't. Use this budget worksheet to quickly prepare your annual financial plan to give you and your staff specific, measurable goals throughout the coming year. . . . more >>

DOWNLOAD: Birthday Club Startup Checklist

Restaurants that form a birthday club have found it to be one of their most cost effective and successful marketing endeavors. Even better, their customers love it! . . . more >>

DOWNLOAD: Restaurant Kickback and Gift Policy Template

An occasional trip to a ballgame or concert tickets may not be much of a problem, but at some point, gifts from suppliers can influence employees' decisions and affect who they decide to or continue to buy from. This template will provide you with a starting point to formulate your own concise policy on kickbacks, gifts and gratuities and communicate that policy clearly to your managers and employees. . . . more >>

DOWNLOAD: Customer Database Template

This download features an Excel spreadsheet that can be used to build your own customer database for birthday clubs and other promotions. It also includes a printable form for customers to fill in their contact information. . . . more >>

DOWNLOAD: Restaurant Marketing Promotion Tracking Template

Many restaurants spend from 2-4% of revenue on marketing. The most successful ones track their promotions so they "know" which ones work & which don't. Use this template so you can concentrate your efforts & dollars on your most productive marketing activities. . . . more >>

DOWNLOAD: Menu & Recipe Cost Spreadsheet Template

Knowing what each of your menu items costs is one of the most basic yet overlooked aspects of running a profitable restaurant. This comprehensive spreadsheet template will give you an easy-to-use tool to calculate and maintain the current cost of your menu and recipes. . . . more >>

DOWNLOAD: Catering Marketing Letter Templates

Need a creative boost to jump-start your catering sales? Use these ready-to-use marketing letters to introduce your restaurant to prospective catering clients. These templates include five sample introductory letters that you can send to your direct mail or email list of prospects. Also includes our day after Thanksgiving, Black Friday, sales letter template. . . . more >>

DOWNLOAD: Restaurant Employee Handbook Template

A comprehensive Employee Handbook is crucial to the success of your business and the retention of your people. Use this template to develop one of the most important documents in any restaurant. Put your own unique set of employee policies, procedures and practices in writing so that everyone on your staff knows the rules and your expectations. . . . more >>

DOWNLOAD: Liquor Control Worksheet

Suspect you have a liquor cost problem? Find out for sure and how big of a problem you have by using the Liquor Control Worksheet. This Excel spreadsheet template has helped scores of operators cut their liquor losses and keep their margins in check. . . . more >>

DOWNLOAD: Multi-Unit Inspection Checklist

This template is a great tool for evaluating each of your restaurants for cleanliness, safety, R&M and operational excellence. This Microsoft Excel workbook can be used for both table service and QSR type restaurants, and easily be tailored to fit your unique operation. . . . more >>

DOWNLOAD: Kitchen Ticket Time Analysis Form

Consistent service time is one of the cornerstones of great customer service. Use this form to evaluate your restaurant's average order preparation time and to identify causes and solutions for excessive service times. . . . more >>

DOWNLOAD: Restaurant Line Check Template

Smart kitchen managers and chefs know that advance preparation is the key to a smooth shift. This completely customizable check list can be tailored to reflect your unique cook line, enabling chefs and managers to quickly perform a quality check for each item on the line. . . . more >>

DOWNLOAD: Alcohol Management Program

A comprehensive Alcohol Management Program is essential to providing responsible alcohol service. The material offered in this program is intended to be used as a guide and educational tool to develop a responsible, knowledgeable staff with regard to serving alcoholic beverages. . . . more >>

DOWNLOAD: Restaurant Labor Schedule Template

The Restaurant Schedule Template is a Microsoft Excel® workbook consisting of a simple to use set of spreadsheets designed to reduce the time it takes to prepare staffing schedules. User defined descriptions, designed to eliminate typing of repetitive data, can be entered as needed for up to 20 different departments, 50 shifts, and 100 employees. . . . more >>

DOWNLOAD: Customer Service Checklist

Every restaurant needs to create a large core of repeat customers and the most effect way to keep your guests coming back is by taking care of them with exceptional service. Use this checklist as a guide for deciding what your service staff should be doing to ensure your guests come back again and again. It will help you and your staff quickly become aware of basic service procedures and standards. . . . more >>

DOWNLOAD: Manager Bonus Review Template

How does your Manager know if they're meeting expectations for their bonus plan if you never tell them? Use the Management Bonus Plan Evaluation/Review to provide constructive feedback on how they are doing and ways to improve their performance. This form will help you step back and look at how they are performing in all the major areas of responsibility. . . . more >>

DOWNLOAD: Restaurant Order Guide Form

An effective ordering system has added benefits that go beyond the simple goal of maintaining sufficient product to serve your guests. Proper ordering procedures also help to keep fresh product in stock and serves as a backup just in case the person doing the ordering isn't there. . . . more >>

DOWNLOAD: Restaurant Startup Checklist

Opening a restaurant means dealing with a myriad of details and activities. Missing a critical step or activity can mean delays, cost overruns or worse. Use this 300+ point checklist from 12 months out to opening day to better plan and manage the process. . . . more >>

DOWNLOAD: Weekly Prime Cost Worksheet

Independents who calculate and analyze their food and labor each week instead of just monthly, report a prime cost savings of 2-5% of sales. Get your weekly food and labor costs quickly and efficiently with this series of Excel worksheets. . . . more >>

DOWNLOAD: Daily Prep Sheet

Preparing the proper quantity of food products is a critical function in any kitchen. Prep too much & you have spoilage & waste. Don't make enough and you lose sales opportunities and disappoint your guests. This tool will help your people plan and control production of your food products. . . . more >>

How to Open a Restaurant Resource Guide

One of the most often asked questions we get is on how to open a restaurant. Whether you are a newbie to the industry or a seasoned veteran, the requirements for running a restaurant differ from those needed to open a restaurant. The How to Open a Restaurant Resource Guide is a listing of resources and tools we offer to help wouldbe restaurateurs systematically prepare and execute a successful restaurant opening . . . more >>

DOWNLOAD: Purchase Existing Restaurant Checklist

Buying an established restaurant requires careful evaluation & consideration of a variety of facts and areas. This 99 point checklist will help guide you through the valuation, inspection, and change of ownership, when considering the purchase of an exisiting restaurant. . . . more >>

DOWNLOAD: Tip Credit Notification
The U.S. Department of Labor mandates that all employers must provide this notice in order to be eligible for taking the tip credit. Use this form to inform your tipped employees about how the tip credit is applied to minimum wage calculation. . . . more >>

DOWNLOAD: Foodborne Illness/Complaint Report

Don't expose yourself to additional legal liability & bad publicity when you receive a complaint claiming foodborne illness. Get the facts and writing down exactly what was said. Use this form as a checklist of what to ask and a permanent record to document the claims and facts surrounding these types of potentially serious complaints. . . . more >>

DOWNLOAD: Pizza Restaurant Business Plan Financial Model

This series of Excel worksheets specifically designed for pizza delivery & take-out restaurants will give you a complete and detailed tool to quickly consider the essential elements that impact the financial feasibility of a proposed restaurant and present it in your business plan in a straightforward, understandable and impactful format. . . . more >>

DOWNLOAD: Sexual Harassment Policy Template

Sexual harassment in the workplace is a serious issue. Don't be caught without a comprehensive policy in place. Use this template as an important first step in documenting and communicating your company's policy on this issue. . . . more >>

DOWNLOAD: Tip Pooling Worksheet

Use this form for calculating tip pooling distributions. This flexible, multi-plan tip sharing worksheet simplifies the process of calculating and distributing tips based on jobs and hours worked. . . . more >>

DOWNLOAD: Newly-Revised Uniform System of Accounts: Restaurant Specific Chart of Accounts

MEMBERS ONLY SNEAK PREVIEW - Using a restaurant industry standard chart of accounts is one of the smartest things an independent operator can do. An industry standard chart of accounts will give you financial information in a much more useful format and enable you to compare your P&L numbers with other restaurants. Also included is a detailed Cost Coding Guide that will help you determine where nearly every type of cost you incur should be charged. . . . more >>

DOWNLOAD: Restaurant Business Plan Financial Models

To the majority of potential lenders and investors, the financial section will be the most important part of your business plan. Even if the other sections of your plan are impeccable, the financials will still make or break your presentation. Use this series of Excel worksheets to prepare a comprehensive, professional and convincing financial section for your business plan. . . . more >>

DOWNLOAD: Restaurant Startup & Feasibility Model (Tableservice version)

Whether you're planning to open your first restaurant or add another location, analyzing the financial feasibility of the project is essential. These series of linked spreadsheets have been refined over several years on a wide variety and number of actual restaurant ventures and formal restaurant business plans. . . . more >>

DOWNLOAD: Restaurant Checklists

Successful restaurants use checklists to ensure consistent execution throughout their operation. Includes opening, closing, shift change, purchasing, receiving, storage, preparation, cleaning checklists and our most popular download, the Customer Service Checklist. . . . more >>

DOWNLOAD: Customer Complaint/Response Letters

Nobody's perfect, so how a restaurant handles customer complaints can make a big difference to their future sales and profits. These templates can help you respond quickly & effectively to turn those disappointed diners into loyal customers. . . . more >>

DOWNLOAD: Employee Corrective Action Notice
Managers should bring employee work-related problems to the attention of the employee as soon as the behavior becomes disruptive or violates the restaurant's work rules. Use this form to assist you to communicate, document and initiate corrective action with the employee. . . . more >>

DOWNLOAD: Confidentiality Agreement

Confidentiality Agreements with employees are a must for every business, especially restaurants. Recipes, operating systems, policies and procedures are just some of the valuable information that deserves to be protected. Having a confidentiality agreement in place, is your first step to . . . . . more >>

DOWNLOAD: Restaurant Accounting Checklist

The more organized and efficient your period end accounting process is, the more accurate your statements will be and the quicker you'll get them. Give your bookkeeper or accountant a tool that will help them do a better job of crunching your numbers. . . . more >>

DOWNLOAD: Employee Schedule Change Form
Particularly if you employ students, employees' schedule and availability to work change several times during a year. Document their request for a schedule change with the Employee Schedule Change Form. . . . more >>

DOWNLOAD: Daily Sales & Receipts

Use this form to record your daily sales, receipts, deposits and other DSR numbers for easy entry into your accounting system. This form also simplifies the bank reconciliation process by breaking out credit card deposits by day and type and. . . . more >>

DOWNLOAD: Termination Letter Template
While terminating an employee should be seen as a last resort, there are times when it is the only sensible thing to do. Use this template to inform the recipient in writing and document your intention to terminate their employment with your company. . . . more >>

DOWNLOAD: Safety Policies & Procedures

Quick reference and concise overview of key sanitation and safety procedures. Use the Safety Policies & Procedures to communicate and promote safe and sanitary working practices and conditions. . . . more >>

DOWNLOAD: #Foursquare Restaurant 2.0 Edition
by Joe Sorge, AJ Bombers

Do you need to pay attention to the social media buzz, or is it just a passing fad? It's catching on phenomenally among the "plugged in", especially the new wave of tech-savvy phone users. Check out potential customers "checking-in" on Foursquare, the new localized social media platform people in the know are calling "the next Twitter" and see what it could do for your restaurant. . . . more >>

DOWNLOAD: Closing Your Restaurant Business Checklist

Unfortunately, some restaurants don't make it and at some point closing the doors may seem like the only option. Use this checklist to help you create a closing plan for the many tasks you'll encounter such as paying employees, filing your last tax reports, dealing with unpaid vendors, closing bank and credit card accounts, and evaluating bankruptcy options. . . . more >>

DOWNLOAD: Menu Engineering Worksheets

Menu engineering is one of the most profitable exercises any operator can engage in. Use this powerful and fully automated tool to assess the profitability of your menu items based on their food cost, selling price, gross margin and popularity. . . . more >>

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