DOWNLOAD: Accident Report Form Use this report form to document any personal injuries, near misses or dangerous occurances that take place at your restaurant. . . . more >>
DOWNLOAD: Waste/Spill Tracking Sheet This form provides the means to track food and bar waste as it occurs. Designed for clipboards, this form can be placed in the kitchen or bar so that re-cooks, spills, and wrong orders can be accounted for. . . . more >>
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 >>
DOWNLOAD: Perpetual Inventory & Ordering Template This handy tool does double duty, serving as both a 4 week perpetual inventory system and an order guide. It can be used to track and order food, beverage, paper, supplies, uniforms and linens. . . . more >>
DOWNLOAD: Running Inventory Worksheet Is someone stealing your food? How would you know? Tracking the use of your top 10-12 products is a powerful theft deterrent. Employees notice when you count things and it affects what they think they can get away with. Download this worksheet to help you get started immediately. . . . more >>
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 >>
DOWNLOAD: Purchase Order Form Don't get quoted one price and end up a higher price on the invoice. This can & does happen unless you check. Use this form to ensure that all purchases have been ordered and you're being charged the correct, quoted prices. . . . more >>
DOWNLOAD: Ideal Cost Worksheet This spreadsheet calculates the ideal (theoretical) cost of sales based on the cost of menu items multiplied by each item's sales mix for a given period. It can be used to compare your actual and ideal cost of sales to determine whether a cost problem exists. . . . more >>
DOWNLOAD: Master Staffing Worksheet The Master Staffing Worksheet can be used effectively to establish scheduling guidelines based on the forecasted guest count for upcoming weeks. . . . more >>
DOWNLOAD: Restaurant Manager's Shift Card The Restaurant Manager's Shift Card is a quick-reference tool for the Manager on Duty (MOD), giving the manager instant access to an agenda of all the tasks that need to be completed during the shift, such as vendor orders, opening and closing checklists, appointments, phone calls to be made, marketing promotions and much, much more . . . more >>
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 >>
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 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: The Ultimate Customer Comment Card Customer loyalty is the key to sustainable profit and growth in the restaurant business and you can create more of it, IF, you respond to what your customers love and don't love about your restaurant. Use the Ultimate Customer Comment card to get the best feedback you'll ever get about how to improve the customer experience in your operation. . . . 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: 4-Week Periods for 2013 to 2016 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 2013 to 2016 into 4-week periods beginning on the first Monday for year 2013. . . . more >>
DOWNLOAD: Cell Phone Policy Template for Restaurants Cell phone use by your restaurant staff during business hours not only reduces productivity - it can also lead to negative guest perception and poor customer service. Having a consistent policy regarding cell phone use is a must in the business
world - especially for restaurants. . . . more >>
DOWNLOAD: Annual Restaurant Budget Worksheets How will your restaurant perform in 2013? 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: 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: 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 >>
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: 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 >>
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. Whether you're responding letter, email or online, these templates can help you respond quickly and appropriately to show you care about your guests' experience and give you a shot at turning those disappointed diners into loyal customers. . . . more >>
DOWNLOAD: Bartender Checklists Use the Bartender Checklists for creating your own unique set of checklists for opening, closing, and maintaining your bar operations. Includes separate daily lists for opening, shift change and closing duties. It also has a weekly checklist for periodic cleaning and maintenance of the bar area and equipment. . . . 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: Restaurant-Specific Chart of Accounts for QuickBooks ATTENTION QUICKBOOKS USERS for 2012 - 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. This specially-formatted Excel file is ready for easy import to QuickBooks using the File Import utility for QuickBooks. . . . more >>
DOWNLOAD: Menu & Recipe Cost Spreadsheet Template Knowing what each of your menu items costs to prepare 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: Staffing Guideline Chart A staffing chart can be a valuable tool in determining the number of staff needed to provide a high level of customer service. . . . more >>
DOWNLOAD: Restaurant Schedule Template - Simple This version of our Restaurant Schedule Template has a simple design and is ideally suited for use as a labor budgeting tool. It can be used to create schedules and labor budgets for virtually any type of food and beverage establishment, including full service, counter service, fine dining and bars . . . 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: 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: Customer Service - Staff Evaluation Form Every restaurant owner wishes to deliver the highest level of customer service to their guests; and, they depend on their staff to do so. Have you ever wondered how your restaurant stacks up when it comes to attaining guest satisfaction? More importantly, what does your staff think about the level of customer service your restaurant offers? . . . more >>
DOWNLOAD: Weekly Prime Cost Worksheets Calculating prime cost every week is one of the profitable activities any restaurant can do. If prime cost is too high it's VERY difficult for any restaurant to generate a profit. Our weekly prime cost worksheets make it easy to track and control your biggest and most volatile costs. . . . more >>
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 . . . . . . more >>
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 >>
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: Restaurant Business Plan Template Includes 2013 Industry Analysis 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: 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! This detailed checklist provides all the elements you need to easily and quickly implement a birthday club that will grow guest counts, sales and customer goodwill. . . . 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: Restaurant P&L Templates A profit and loss statement represents the end result of all of your efforts from marketing to operations to cost control. These sample summary and detailed P&L templates will give you ideas and a starting point for designing your own P&L. . . . more >>
How to Prepare a Restaurant Business Plan: Financial Section The financial section is often viewed as the most important part of a business plan. It is likely to receive a lot of attention and even scrutiny from potential lenders and investors. Use these guidelines with the financial model worksheets to prepare a comprehensive, professional and convincing business plan. . . . 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 >>
