Restaurant Management Forms and Checklists
Restaurant Management Forms and Checklist
When you are the owner or manager of an independently owned restaurant or food service, you have to do it all. Everything from restaurant staff hiring, workplace training, employee orientation and performance reviews. Included on this page you’ll find the key resources to keep your employee files in order and maintain the paperwork you need to verify what is happening at your restaurant.
Management Forms, Checklists, Spreadsheets and Manuals
Restaurant Management Forms
51 (Bundled) Professional Restaurant Management Forms and Restaurant Forms.
These restaurant management forms and restaurant forms sell on our website for $4.99 each.
51 (Bundled) Professional Restaurant Management Forms and Restaurant Forms
Do you have an employment application? It is vital that every employee you hire fills out an employment application. You can determine if the applicant is a good match for your business.
Some of the information will need to be crossed-checked to ensure that the applicant possesses integrity.
This form can act as a paper trail in case you discover that the applicant was falsifying information.
Restaurant Form #F-003
Employee Reference Check Form
This simple to use phone Reference Check will allow you to check references on people who have applied and may have already interviewed for a job.
Restaurant Form #F-028
Employee Conduct Performance Agreement Form
Employee Conduct Performance Agreement Form is an excellent way to hold your employee accountable for their actions.
Restaurant Form #F-061
Cash Shortages Damaged Property Lost Property Stolen Property Agreement Form
The cash shortage, damaged , lost or stolen property form is an excellent way to hold your employee accountable for their cash shortages damaged, lost or stolen property.
Restaurant Form #F-059
Absence Request Form
Although this is a restaurant form, you could use this same form in any business. Employees may request time off using this form.
Restaurant Form #F-001
The Managers Walkthrough and Figure Eight Training Manual
Managers Walkthrough and Figure Eight
Restaurant Form #C-019
To view pages 2 through 5 of the managers walk-through checklist go to:
Restaurant Form #C-021
There are certain things that need done before a manager takes over a shift from a previous managers shift.
Restaurant Form #C-022
Food Safety Inspection Checklist
The food safety inspection checklist is vital in assuring that you serve safe food and drinks to your guest and staff members.
Restaurant Form #C-020
Turnover Calculator Spreadsheet
Use the turnover calculator spreadsheet to find out the percentages of high turnover rates in your restaurant. High turnover can be very costly. Once you know what your turnover percentage is, then you can begin in creating an action plan in reducing the turnover cost.
Restaurant Spreadsheet #Excel-017
Food Costing Tool Spreadsheet
This is a valuable food costing tool, why?
Restaurant Spreadsheet #Excel-018
Restaurant Server Cash Checkout Spreadsheet
This is an excellent spreadsheet for total cash accountability. Do you have a way to record or checkout your servers cash at the end of their shifts? Well you do now, use the restaurant server cash checkout spreadsheet every time when your servers are ready to cash out with you or the manager. Simple to implement and use. This spreadsheet contains formulas that automatically calculate based on what you enter into the spreadsheet. This spreadsheet is completely accurate and safe to use.
Restaurant Server Cash Checkout Spreadsheet #Excel-016
Restaurant Form Excel-008
Food Inventory Labor Management System (FILMS)
FILMS is finally here! - The Restaurant Food Inventory Labor Management System (FILMS).
Restaurant Prime Cost Spreadsheet
Knowing your restaurant numbers is critical, understanding the numbers is key. The two largest slices of the restaurant financial pie is food and labor cost. You need to physically monitor food and labor cost and be able to react to numbers the are considered out of wack.
Restaurant Excel Spreadsheet #Excel-015
Restaurant Profit and Loss Spreadsheet
Two Page Document
A profit and loss statement (P&L) is a financial statement that summarizes the revenues, costs and expenses incurred during a specific period of time, usually a Monthly, fiscal quarter or year.
Restaurant Form #F-060
Restaurant Alcohol Vendor Form
Are you tired of not knowing how much alcohol inventory you have on hand in your restaurant? Track how much alcohol is delivered to your restaurant.
Restaurant Form #F-039
Restaurant Manager Job Description
Restaurant Form #F-055
Restaurant manager job description
Restaurant Manager Performance Evaluation Form
Do you have a way of assessing how well your managers are performing? This is a great tool for evaluating restaurant managers. Use this form in conjunction with the Manager's 360 Form (#F-017). This is an excellent tool to evaluate and communicate the performance of managers. This is a excellent form to evaluate each manager on your staff.
Restaurant Form #F-022
Restaurant Form #F-017
Restaurant Manager Evaluation
Restaurant Form #F-007
Employee Performance Review
Do you have a record of each employee's performance? Do you do performance reviews? This restaurant form is very useful to help track employee performance and maintain a unbiased and consistent record.
Waiter Evaluation Form
Do you have a way to gauge your employee’s performance?
Restaurant Form #F-062
Restaurant Server Service Audit
How will the Restaurant Server Service Audit benefit your business?
Restaurant Form #F-064
Server Action Plan Form
The server action plan is a great way to pinpoint the areas of opportunities and then correct them systematically.
Restaurant Form #F-063
Restaurant Form #F-010
Employee Exit Interview
What happens when an employee quits or is let go? Do you have any idea why the person is leaving? Using an Exit Interview is a great way to know more about the reasons. This gives you information that may never have been said by the employee when they were working for you. This way you can see if there are issues within your restaurant and why your turnover may be higher than you would like it to be. Offer employees the chance to voice their concerns when they are leaving.
Exiting Employee Checklist
3 Page Document
Restaurant Form #C-018
Exiting Employee Checklist - Page 1
Exiting Employee Checklist - Page 2
Exiting Employee Checklist - Page 3
Employee Write Up Form
The Employee Write Up Form is a great tool for employees to be aware of what your expectations are for their behavior at work.
Restaurant Form #F-006
No one enjoys suspending employees.
Although at times it is necessary, especially for employees that refuse to change their behavior.
During the suspension time it is important to create an action plan in order to help the employee excel. If the employee does not change their behavior during the suspension notice period, then termination may occur.
The suspension notice form will also act as a paper trail. Documentation of employees' behavior will lower the chance of losing an unemployment hearing or a civil suit.
Keep in mind this documentation may be helpful during a lawsuit. Having documentation will strengthen your case, especially if the claim was a valid claim.
Remember the burden of proof is up to the employer to prove why the employee was suspended, then terminated.
Restaurant Form #F-067
Restaurant Form #F-058
All 5 Documents for $4.99
Restaurant Action Plan
Restaurant Labor Estimate Guide
Do you struggle with scheduling the right amount of employees? Do your Labor Costs strain your budget? You can use this chart as a guide on how many of each job position to schedule based on your projected sales. This chart tells you how many employees to schedule based on customer counts per hour. You'll be better able to know how many of these positions to schedule.
Restaurant Form #Q-003
Restaurant Emergency Procedures Chart
Do you know what to do if the electricity goes out? What about if you have a fire? What would you do if you ever had a robbery? These seven pages will describe best practices in case of several types of emergencies. Find out more and see all seven pages using the link for more info.
Front of House Checklist
Do your customers say "wow" when they are talking about your restaurant? If you provide top notch service and food, they'll be sure to say WOW and want to come back with their friends and family. There is a whole lot more to running a restaurant than people think. This checklist is an excellent tool to make sure your front of house--parking lot, dining room, restrooms and greeting area are all ready for customers before the peak times!
Restaurant Form #C-012
Restaurant Form #F-006
Employee Corrective Action Notice
This Corrective Action Report is a great tool for employees to be aware of what your expectations are for their behavior at work.
Restaurant Manager Opening Checklist
Are your managers prepared when your restaurant opens for the day? When you use this sheet, they will know what to do to be ready for the shift. This checklist will keep your manager's organized and consistent when they use this checklist daily.
Restaurant Form #C-013
Restaurant Form #C-009
Closing Manager Checklist
This is a 5 Page Document with Instructions
Do your managers know how to properly close down the restaurant? Are there issues where a manager keeps "forgetting" what needs to be done? By using this checklist you can be assured that the manager knows what needs to be done to properly close out the evening shift. Use this in conjunction with the closing server checklist and closing kitchen checklist to keep all areas in sync. Keeping all shifts on track will help alleviate the tension between shifts and keep your staff working as a team. Consistently following this checklist will decrease the chance of issues arising or customer complaints.
Employee Write Up Form
The Employee Write Up Formis a great tool for employees to be aware of what your expectations are for their behavior at work.
Restaurant Form #F-006
Training Feedback Form
This is a great tool to get the feedback of your trainers and the people being trained. It allows for real views of the training.
Restaurant Form #F-011
Restaurant Customer - Guest Survey
Do you have a survey for your customers to complete to evaluate your restaurant? This is one of the best ways to know how well you are doing at your restaurant. The Manager or Greeter can hand out the guest surveys to your guests while they are still eating, or you could make them available at the register, near the door, or on tables. You may learn areas of opportunities to improve and know where you shine. You can even ask if they would give permission for you to add a positive comment to your website, carry-out menu or other advertising. For negative feedback, if the customer included contact information, you can get in touch with them to follow up and see what you can do to recover the situation and bring them back to your restaurant.
Restaurant Form #F-014
Hourly Sales and Customer Count Sheet
This simple sales record sheet is easy to complete and will help you in many ways.
Restaurant Form #F-015
Interview Schedule Form
As potential candidates enter your establishment profile them to weed out individuals that do not meet your requirements.
Restaurant Form #F-018
Restaurant Inventory Count Sheet
Are you aware of how much of each product you have? Maybe you keep track of it in your head, but what happens when things are missing and there is no explanation as to why.
Restaurant Form #F-019
Restaurant Daily Line-Up Form
Wow, this is a must have form! It will will help you get organized throughout the shift. By using this daily line up form you will know who is working a particular shift and what the start and end times per employee. This form was created by individuals who worked for many years in the food service industry.
Restaurant Form #F-036
Restaurant Daily Line-Up Form
Restaurant Kitchen Inspection Form
This document is a 8 page detailed inspection form. The first 3 pages are actually the kitchen inspection form and the remaining 5 pages is the restaurant action plan. Restaurant systems are necessary in organizing the operational aspect of your business. It is not like it was in the old days "it’s my way or the highway" or old school. The restaurant industry evolved into a technical field. The best restaurants that people thrive about are the ones that are consistent with their WOW Service and great tasting food served fast. Use the restaurant kitchen inspection form to identify and correct any issues that may directly interfere with guest service. The best kitchens all over the world use some form of tools to help decrease customer complaints and increase restaurant revenues. So, if you are a struggling kitchen restaurant owner or manager, then would it make perfect sense for you to want to know what is happening in your kitchen and what those issues are? Use this great tool "restaurant kitchen inspection form to identify and correct. Furthermore as an bonus, included is a restaurant action plan"
Restaurant Form #F-065
Restaurant Self-Assessment Form
Are you experiencing low sales? Are you receiving a high amount of customer complaints?
Restaurant Form #F-049
Restaurant Self-Assessment Form
Restaurant Form #F-049
Restaurant Self-Assessment Form
How to do a Restaurant-Self Assessment Instruction Pages are FREE - add instruction pages to cart below
Cash Register Audit Form
This is an excellent form for cash control accountability. Are you having cash control issues? Are you constantly experiencing cash shortages or overages?
Restaurant Form #F-053
Register Till Start Up Fund Count Form
This is an excellent form for total cash accountability. Cash drawers start off with a cash start up fund in each register till. Each till needs to be verified by the managers on each shift to ensure the beginning drawer funds are correct. Using this form consistently and correctly may help reduce revenue loss. There needs to be some sort of cash control procedures and policies in place in any business to help organize and implement changes that are needed to move the business forward. Using this form will diffidently keep people honest and accountable in their actions.
Restaurant Form #F-054
Restaurant Server Cash Checkout Form
This is an excellent form for total cash accountability. Restaurant Server Cash Checkout Form is vital for employee cash accountability. Use this form when your server or cashier is done with their shift. Simply print out the form and cut out the 4 worksheets, then print out their close out summery report. Enter the pertinent information, once entered you will be able to collect the right amount of cash owed to the restaurant or bar. If you are collecting money from a cashier you will also know if they or over or short.
Restaurant Form #F-066
Date Dot Chart
Do you have a system in place to track when you should use items that have been prepared?
Restaurant Form #Q-004
Restroom Cleaning Checklist
Having a dirty bathroom can drive customers away from your restaurant. Post this weekly form on the back of each restroom door to keep up on this important cleaning.
Restaurant Form #F-031
Restaurant Daily Cleaning Form
Do you remember to clean all areas of your restaurant? Do you have a system to track your cleaning tasks? This is an excellent resource for what should be cleaned on a regular basis. Keeping up on cleaning may help you save on repair costs and also present a great image to your customers.
Restaurant Form #Q-005
Restaurant Monthly Cleaning Chart
This chart is a great way track and maintain Monthly Cleaning tasks. These are things you may not even think about cleaning until someone points it out or it breaks down from dirt build-up.
Restaurant Form #Q-008
Restaurant Pre Shift Alley Rally Forms - Two Options
What's a Pre-Shift Alley Rally? It's a great time to motivate and "rally" your team.
Restaurant Form #F-002-A
Restaurant Form #F-002-B
Restaurant Scheduler for 20 or 30 Employees
This scheduler is ideal for restaurants and may be easily used for other any business that schedules employees.
Restaurant Form Excel-013A
Store Transfer/Borrow Sheet
If you own more than one restaurant or if you have a nearby restaurant that you sometimes borrow from or allow them to borrow from you, this sheet will be very valuable. Why bother keeping a record of transfers? Because if you find things missing and can't account for it, you'll have a written record. It is easy to forget that there was a transfer, or there could be a transfer when you weren't there and no one informed you. Use this sheet to track products when transferring or borrowing products between restaurants.
Restaurant Form #F-004
Cooking and Cooling Log
This is a great resource and log to track the cooking and cooling temperatures of food.
Restaurant Form #F-005
Restaurant Wait Seating Chart Sheet
Use this sheet when all the tables are being used - your restaurant is full. Keep track of who is waiting for a table and be aware of their questions. You can even offer them samples, drinks, or other incentives while they wait. Give the children a something to do such as crayons or games. Having a full restaurant is great! Give those customers a reason to stay because it is worth the wait.
Restaurant Form #F-029
Restaurant Food and Drink Waste Sheet
Do you have any record of how much food is being wasted? Are your cooks preparing too much food and it is being thrown out? Are there mistakes on food orders and plates being returned? Does food spoil or become contaminated and needs get thrown out? All these things can happen in any restaurant. Many of these can be avoided, but even the best establishments may have some mistakes and waste.
Restaurant Form #F-030
Mystery Shopper Dining Room - Lunch or Dinner - No Alcohol
If you want to know what is going on in your restaurant while the owner or general manager is not there, then the mystery shop form is ideal. You can use this information to pinpoint areas of opportunity. A guest, family, or friends are given this form to grade your restaurant's performance. Customer service, time and temperature, teamwork, position performance, etc are some of the things that the shopper will observe during the lunch or dinner visit. This visit will be unannounced and the mystery shopper will be undercover.
Restaurant Form #F-032
Mystery Shopper Dining Room - Lunch or Dinner - With Alcohol
Do you know what is going on in your restaurant while the owner or general manager is not there? If not, then the mystery shop form is what you need. You can use this information to pinpoint areas of opportunity. A guest, family, or friends are given this form to grade your restaurant's performance. Some of the things that the shopper will observe during the lunch or dinner visit are: customer service, time and temperature, teamwork, and position performance. This visit will be unannounced and the mystery shopper will be undercover.
Restaurant Form #F-033
Mystery Shopper for the Bar
If you want to know what is going on in your restaurant while the owner or general manager is not there, then the mystery shop form is ideal. You can use this information to pinpoint areas of opportunity.
The mystery shopper will observe integrity issues such as:
A guest, family, or friends are given this form to grade your restaurant's performance. Customer service, time and temperature, teamwork, and position performance are some of the things that the shopper will observe during the lunch or dinner visit. This visit will be unannounced and the mystery shopper will be undercover.
Restaurant Form #F-034
Restaurant Reservation Form
Do you have a way to reserve tables? If you don't and you find you want to take reservations this sheet helps you get started. It has the information you need to reserve tables at your restaurant. Learn more about how to use this sheet on the Restaurant Reservation Form page.
Restaurant Form #F-035