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 >>

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 >>

How do your managers know if they're meeting your expectations if you never tell them? Use the Manager Performance Review to give your management personnel constructive feedback on how they are doing and ways to improve their performance. This form will help you step back and look at how each manager is performing in all the major areas of responsibility.... more >>

A Profit & Loss Statement Statement is one of the most important financial tools that a restaurant owner has but is of limited value when only a single month is viewed. Using the P&L Trend Analysis Worksheet will greatly enhance your understanding of what's actually going on in your restaurant by comparing current percentages and per guest ratios to prior periods and the same month or period last year.... more >>

Today, sales growth doesn't just happen, it requires proper planning and execution! Take control of your 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 >>

A recent supreme court decision has major implications on who's liable for taxes on unreported tip income. If you have tipped employees need to know how to best protect yourself.... more >>

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 >>

Catering and other special events can be a very profitable source of additional business especially when operators accurately estimate their costs and set prices accordingly. The Catering/Event Worksheet is a tool to help you quickly estimate the food, beverage, paper, equipment and staffing costs for a particular event.... more >>

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 >>

If you want to convert to a 4-week, 13-period reporting cycle, now is the time to get ready. This series of Excel worksheets break down years 2023 to 2026 into 4-week periods beginning on the last Monday in 2022.... more >>

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 >>

As your kitchen equipment and building get older, your cost for repair and maintenance keep growing. This template will help you quickly create a preventative maintenance program helps to keep things in working order longer and keep repair expenses in check... more >>

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 >>

Effectively communicating information to employees that will ensure they get your message is not as daunting as it seems and can be accomplished by a single medium – the employee handbook.... more >>

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 >>

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 >>

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 >>

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 >>

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

Having a complete and legally sound employment application is the first step to a quality hiring process. This template will give you a head start on developing your own application. It includes authorizations for additional employment screen steps such as drug testing, background checks and other procedures that may now or at some time be part of your screening and evaluation process.... more >>