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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 200 professionally designed restaurant forms, spreadsheets & templates worth hundreds of dollars, at no additional cost, when you join RestaurantOwner.com!
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DOWNLOAD: Catering Agreement Template
It's important to communicate your catering bids and proposals in a professional, clear and organized manner. The Catering Proposal template includes a cover letter, proposal form and a quick catering/event agreement which are referred to as your restaurant's "Catering Policies." . . . more >>
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DOWNLOAD: Weekly Cash Flow Worksheet
Even if your restaurant is profitable, your cash balance ebbs and flows. It's no fun having to scramble for the cash to make payroll. Use this simple but highly useful worksheet to better anticipate and respond to your constantly changing cash position. . . . more >>
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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 >>
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DOWNLOAD: Restaurant Job Descriptions
Complete and accurate job descriptions for each position in your restaurant is a necessity today. Job descriptions describe the role you're asking your people to play in your restaurant and they help your employees to understand their duties, responsibilities and the results and standards of work they need to achieve. . . . more >>
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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 >>
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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 >>
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DOWNLOAD: Restaurant Gift Certificate Tracking Form
Managing outstanding gift certificates for your restaurant can be a daunting task if you don't have a system in place. This spreadsheet form helps you track the certificates you sell, including amounts issued, redeemed, and remaining balances . . . more >>
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DOWNLOAD: Blind Staffing Labor Schedule Planner
This is one powerful tool that every restaurant operator should be using! Designed to help you schedule every labor hour of the day to provide you with instant feedback of the costs associated with your scheduling decisions. . . . more >>
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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 >>
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DOWNLOAD: Restaurant Operations 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 >>
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DOWNLOAD: 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 training manuals for server, bartender, busser, prep cook, line cook, dishwasher . . .
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DOWNLOAD: Customer Allergic Notice Form
The Customer Allergic Notice form can be used to alert the kitchen staff as to guests requests to omit ingredients from their order. When alerted, the wait staff simply has the guest fill out the card and then turns the card in with the food order so that the kitchen and expeditor are alerted as well . . . more >>
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DOWNLOAD: Telephone Answering Procedures
A telephone call is often a potential guest's first impression of your restaurant. It can either encourage or discourage them from coming to you or going somewhere else. Don't leave it to chance! Use the Telephone Answering Procedures to train your people to be professional and courteous on the phone. . . . more >>
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DOWNLOAD: Mystery Shopper Report
Surveys reveal that over 90% of dissatisfied customers don't complain. All too often they leave and don't return. Do you really know what your restaurant looks like from the eyes of a guest? One way to find out is to employ mystery shoppers. Use this 70-point shopper report to evaluate your restaurant's dining experience from your guests' point of view. . . . more >>
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DOWNLOAD: Menu & Recipe Cost Spreadsheet Template
Knowing what each of your menu items cost is one of the most basic yet overlooked aspect of running a profitable restaurant. Use this easy to use spreadsheet tool to calculate and maintain the current cost of your menu and recipes. . . . more >>
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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 as well. . . . more >>
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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 >>
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DOWNLOAD: Recipe Quick-reference Template
Use this tool to provide your kitchen staff with a quick-reference chart of the proper portion sizes and ingredients for each of your menu items. Display the charts at each cooking station so that cooks can quickly verify the correct recipe portions. . . . more >>
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DOWNLOAD: New Restaurant Opening Manual
While every new restaurant opening has it's unique requirements, this 50 page manual can be a useful guide to anticipate, organize and plan the primary activities that every new restaurant must execute well to have a successful opening. Includes weekly checklists, forms, schedules for procuring products, services, marketing activities, employee hiring, training & more. . . . more >>
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DOWNLOAD: Competitor Pricing Survey
If you want to know what price restaurant or bar customers will pay for your menu items, begin by finding out what your competition is charging. Use this form to collect and record prices your competors charge for simlilar food or bar menu items . . . more >>
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DOWNLOAD: Employee Evaluation of Manager
Often, employees don't leave restaurants, they leave managers. Do you have a manager who is negatively impacting your morale, productivity, turnover and success? Find out quickly by learning what your employees think. . . . more >>
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DOWNLOAD: Peer Review and Self-Evaluation Job Performance Forms
You can't see everything. So how do your employees REALLY perform (when you're not watching)? How do your employees think about their own job performance & that of their co-workers? By seeing your employees through the eyes of your staff, you'll be better informed on the things each employee does well and which areas need improvement. . . . more >>
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DOWNLOAD: Screening Interview Form
Originally developed by a large chain to identify those traits found to be most common in their very best hourly employees. This proven tool will tell you whether an applicant is likely to be a winner or loser in 5 minutes. Use it to improving the quality of your hiring starting today! . . . more >>
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DOWNLOAD: Employee Performance Evaluation Forms
How do employees know how they're doing if you never tell them? Use the Employee Performance Evaluation to give your employees constructive feedback on how they are doing and ways to improve (and document) their performance. . . . more >>
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DOWNLOAD: Menu Cost Allocation Tool
Whether it's table condiments, chips and salsa, bread and butter, or frying oil; every restaurant has food products that make it difficult to allocate cost to specific menu items. The Menu Cost Allocation Tool provides a means for evaluating and distributing the cost of non-menu specific ingredients. . . . more >>
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DOWNLOAD: New Hire Checklist
Download this checklist to verify that you've collected the many forms and other pieces of information necessary when hiring a new employee such as Employment Application, Uniform Agreement, W-4, I-9, Emergency Information Sheet, etc. Also, document company materials such as training manuals, employee handbooks, etc., that they have received . . . . . . more >>
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DOWNLOAD: Requisition/Transfer Form
Transferring product between stores can cause cost control problems if they are not tracked properly. Use the store transfer form to record product movement between multiple restaurants or profit centers . . . more >>
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DOWNLOAD: Weekly Prime Cost Worksheet
Calculate your food and labor costs easily and efficiently with this series of Excel worksheets. Restaurants who report their food and labor weekly, consistently report cost savings of 2-5% of sales versus just using their monthly P&L to report these costs. . . . more >>
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DOWNLOAD: Prime Cost Projection Worksheet
The Prime Cost Projection Worksheet is a tool that helps to estimate the prime cost for your existing or proposed restaurant. Use this tool when pricing your menu to see the affects that price changes will have on your overall profitability . . . more >>
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DOWNLOAD: Purchase Existing Restaurant Checklist
Purchasing 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 >>
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DOWNLOAD: Employee Acknowledgement of Receiving Procedures
It's crucial that employees who check in products at your back door understand the importance of what they do. Use this form to ensure that those people know exactly what is expected by having them review and sign this document & place it in their personnel file. . . . more >>
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Download: Restaurant Receiving Checklist
Receiving is an area where the lethal combination of poor systems, carelesness and greed can add up to big losses in any restaurant. Use this checklist to reveal and correct your weaknesses so you stop risking your hard earned profit whenever a delivery truck pulls up. . . . more >>
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DOWNLOAD: Customer Comment Card
It's estimated that only 1 in 20 people will complain if they have a problem in a restaurant. The problem for the operator, is that many of these people simply don't come back. Make it easy to get customer feedback with a quick, convenient Customer Comment Card system. . . . more >>
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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 >>
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DOWNLOAD: Recipe Manual Template
Use this Microsoft Excel® workbook to document all of your recipes to ensure consistency and control cost. This is a great tool for creating your own recipe manual and calculate the cost of your recipes and menu items. . . . more >>
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DOWNLOAD: Restaurant Internal Controls Checklist
Independent restaurants lose lots of money due to fraud & theft often because of poor or non-existent internal controls. Improve your controls & reduce your exposure to losses by implementing these essential restaurant internal controls in the areas of cash, purchasing, payroll and accounting. . . . more >>
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DOWNLOAD: 4-Week Periods for 2008 to 2011
If you want to convert to a 4-week reporting cycle now is the time to get ready to do it. This series of Excel worksheets breaks down years 2008 to 2011 into 4-week periods beginning on Monday, December 31, 2007. . . . more >>
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DOWNLOAD: Server Checkout Summary
The Server Checkout Summary can be used to help managers keep up with server checkouts and the collection of cash for each shift. Just enter the sales for your POS Server Report than post actual receipts to determine cash owed by server. . . . more >>
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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 >>
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DOWNLOAD: Annual Restaurant Budget Worksheets
Studies have shown that companies who prepare annual operating budgets are more successful than those who don't. Use this budget worksheet to quickly prepare you annual financial plan to give you and your staff specific, measurable goals throughout the year. . . . more >>
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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 >>
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DOWNLOAD: Kitchen Manager Performance Review
How does your kitchen manager or chef know if they're meeting your expectations if you never tell them? Use the Kitchen Manager Performance 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 >>
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