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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 >>
DOWNLOAD: Server Training Manual Template Thorough, complete and easy-to-understand employee training manuals are a must for any restaurant wanting to create superior dining experiences for every guest. Download our complete Server Training Manual Template for a headstart on creating your own. . . . more >>
DOWNLOAD: Employee Surveys Ever wonder what your employees think about working in your restaurant? It's one of the most valuable things you can know. Unhappiness with supervisors, management styles, working conditions, lack of supplies and poor equipment can keep your employees from doing their best or cause them to quit. Use these forms to find out what your employees are "really' thinking. . . . more >>
DOWNLOAD: Restaurant Internal Control 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 >>
DOWNLOAD: Service Steps Chart for Full Service Restaurants Great service begins by knowing the basic steps of service that guests expect. This customizable chart can be used in training your staff the basic service steps expected for all full service restaurant concepts. . . . more >>
DOWNLOAD: Non-Binding Letter of Intent You think you've found the perfect location so you want to start
negotiating a deal with the landlord. Get the negotiations off to a good start by presenting the landlord with a NON-BINDING LETTER of INTENT (Triple Net Lease). It will help document the negotiations & gets the relevant issues on the table. . . . more >>
DOWNLOAD: Menu Evaluation Worksheet How do you decide whether to add a new item to your menu? It's an important decision. Using the Menu Item Evaluation Worksheet will give you an orga . . . more >>
DOWNLOAD: Daily Sales Plus Labor Summary Monitor your daily and weekly labor expenses as compared to sales and to labor targets that you choose. A very powerful tool for controlling one of your biggest costs. Choose between Full Service and Quick Service formats. . . . more >>
DOWNLOAD: Buffet Cost Tracking Template Adding a buffet line to your menu selection can be a powerful sales building
tool, especially for those slow nights that just never seem to draw enough
customers. A successful buffet not only requires fresh and appetizing food, it
also needs to have a balanced selection of low, medium, and higher cost items. . . . more >>
DOWNLOAD: Bank Reconciliation Template Even in our electronic age banks still make mistakes. If your bank missed just one of your hundreds or even thousands of deposits, would you know it? Probably not, if nobody is reconciling your checking account. . . . more >>
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 >>
DOWNLOAD: Chef-Kitchen Manager Bonus Evaluation/Review How does your Kitchen Manager or Chef know if they're meeting expectations for their bonus plan if you never tell them? Use the Chef-Kitchen 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 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 >>
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 >>
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 >>
DOWNLOAD: Daily Sales Report Templates Spreadsheet templates to record daily sales transactions. Includes fields to record sales, deposits, discounts & comps and paid-out detail. . . . more >>
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 >>
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 >>
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 >>
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 >>
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 >>
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 >>
DOWNLOAD: Server/Cashier Checkout Sheet Poor checkout procedures often lead to more theft and other cash recording problems. Use the Checkout Sheet as a foundation for a more organized and secure checkout process. . . . more >>
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 >>
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 >>
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 >>
DOWNLOAD: Catering & Banquet Price Sheet Template Many caterers offer tiered pricing based on the # of guests expected. Having
a quick-reference price guide allows you to quickly quote prices based on
varying guest counts . . . more >>
DOWNLOAD: Sample Restaurant Business Plans Get design, content and other ideas for your own restaurant business plan from our sample plans for a casual-theme, seafood concept and a quick-serve Mexican restaurant venture. . . . more >>
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 >>
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 >>
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 >>
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 >>
DOWNLOAD: Catering/Banquet Sales & Marketing Scorecard For a sales person to be successful they need tools and resources to help them promote your business. The Catering/Banquet Sales & Marketing Scorecard provides your sales staff with a simple tool to track the progress and success in turning contacts into sales. . . . more >>
DOWNLOAD: Catering/Banquet Telemarketing Script Successful caterers know how important it is to get to the "decision-maker" when it comes to making sales calls. Having a telemarketing call script helps in getting past the receptionist and to the people responsible for booking catered events. . . . more >>
DOWNLOAD: Restaurant Startup & Feasibility Model (Quick-Service version) Whether you're planning to start 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: Payroll Hours Confirmation Log Inaccurate payroll records can cost operators thousands of dollars in back pay, taxes, and fines. Use the Payroll Hours Confirmation Log as a tool to quickly identify and record payroll hours discrepancies. . . . more >>
DOWNLOAD: Restaurant Break-Even Calculation Worksheet Knowing your restaurant's sales break-even point is one of the most important insights an operator can have. Use this break-even worksheet to quickly determine your sales break-even point based on your historical P&L numbers. . . . more >>
DOWNLOAD: Petty Cash Forms While it's best to avoid paying cash for products and services, most restaurants find they're unavoidable at times. The best way to control cash payme . . . more >>
DOWNLOAD: Uniform Agreement The cost for providing uniforms and tools to your employees can oftentimes be staggering. Moreover, if the employee fails to return these items, you end up having to purchase new ones for issue to new employees. . . . more >>
DOWNLOAD: Record Retention Guidelines All businesses must maintain books and records to provide back up and support for financial statements and state and federal tax returns as well as in potential legal proceedings. The Records Retention Guidelines offers guidance by providing a suggested time frame to maintain common business records. . . . more >>
DOWNLOAD: Employee Exit Interview Questionnaire Exit interviews are interviews conducted with departing employees, just before they leave. The Employee Exit Interview Questionniare helps you spot workplace trends, identify areas of improvement as well as highlights the positive aspects of working in your restaurant. . . . more >>
DOWNLOAD: Restaurant Quality Assurance Program As restaurant organizations grow, maintaining quality and consistency in each location becomes more of a challenge to control and maintain. The Restaurant Quality Assurance Program template is a series of inspection points and checklists to evaluate adherence to predetermined quality and consistency standards. . . . more >>
DOWNLOAD: Employee Schedule Request Form Keeping up with employees schedule needs can be confusing and time consuming. Use this schedule request form for assistance when preparing your weekly schedules. . . . more >>
DOWNLOAD: Catering Delivery Checklist This nearly 200-item checklist includes tools, equipment and supplies commonly used on catered events. Items are divided into sections, each with a 2-column checklist to facilitate pre-loading and final truck loading. . . . more >>
DOWNLOAD: Restaurant Specific Chart of Accounts 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 >>
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