Checklists Forms Templates Spreadsheets
An essential part of running a business is the setting up of standards and procedures . As a business owner or manager, you need to be able to analyse, optimise and monitor the performance of your staff and business. We have developed hundreds of downloadable checklists, spreadsheets, forms and templates to streamline your operation, save you precious time and provide you with the tools needed to drive profits and cut costs.
Dessert Profit Margin Calculator
Download our helpful calculator to compare your Dessert Profit Margins at a glance.
Gross Profit Calculator
Your Gross Profit is a measure of how your business is performing. Use this Gross Profit Calculator to assist you in your calculations.
Food Stocktaking Sheets
To get an idea of the Profit Margin currently achieved in your Kitchen, you will need to conduct a stocktake. Use our sheets to streamline this process for you.
The Complete Kitchen Management Software Package.
Essential for managing a profitable kitchen. This 5 Page Package allows you to analyse profit margins, labour cost, stock values and key performace indicators. The most popular download on Barkeeper.
This Supplier Questionnaire should be sent out annually to all your approved suppliers. It will allow you to see who is implementing the same high standards you expect from your own workplace.
Hygiene Self Assessment Spreadsheet
Monitoring the hygiene standards in a food establishment is an important factor in the HACCP process. Use this simple bi-monthly audit system to keep a record of where improvements can be made and the relevant recommendations.
Master Price List
To assist with your ordering it is a great help to have a master price list in place. This consists of a simple spreadsheet which lists all of your products, the unit of measurement, the cost per unit and most importantly, the price per unit which you have agreed to pay.
Purchase Order Checklist: Kitchen
Purchase Orders are an important part of the hospitality industry. This sheet is needed so that purchases are monitored on a daily basis and that all deliveries being received are recorded correctly.
Weekly Staff Roster Template
Download our "At a Glance" Roster to allow you to plan your staffing requirements taking into consideration upcoming events and staff availability.
Void Record Sheet
Staff should record all beverages for voiding onto this sheet, so at the end of the shift/day/week the manager can see what needs to be voided and therefore the till should balance.
Run your own successful Pub Quiz with our Pub Quiz Packs. 2 Quizzes, 20 Rounds, 200+ questions. available for immediate download. Includes answers and answer sheets.
Beverage Monthly Purchase Tracker
Use this Beverage Purchase Tracker for an at a glance reference and for reconciling monthly stocktakes and supplier statements.
Wine Profit Analysis Spreadsheet
The purpose of this Gross Profit and Beverage Analysis Sheet is to enable you to see the cost price, selling price, profit margin and gross profit for all your wines at a glance.
Download Safe Float Checklist
Balance the cash in your safe on a daily basis with our daily safe float checklist and weekly balance tracker. Essential for controlling your safe and tracking potential losses.
Download: Pub Opening & Closing Checklists
To ensure your establishment is ready to maximise revenue opportunites when you open your doors you will need to establish an Opening Procedure.
Cashing Up Sheet Template
Use this sheet to assist with the counting and cashing up of your cash registers at the end of each shift. An essential tool in eliminating discrepancies and fraud.
Customer Comment Card Template
It's important to get feedback from your customers about your products and services. Many customers don't give you feedback until something goes wrong. Use a comment card like this to encourage your customers to let you know what works, and what doesn't work.
Customer Loyalty Card
The perfect way to reward your loyal customers. Download this Customer Loyalty Card, the perfect size for a wallet or purse, which will allow your frequent visitors the chance to obtain a reward.
Download Management Career Development Worksheet
Use this worksheet to set goals for management and develop a career path and plan together. A very useful tool.
Potential Employee Reference Checklist
All employers should check the references of potential employees. Use this Employee Reference Checklist as a standard form in your HR Department.
Staff Tracker Form
Record all training courses and holiday requests for your staff on one At a Glance Spreadsheet
Employee Termination Checklist
When an employee leaves your employment, you must make sure you have completed all necessary paperwork. Use this checklist to assist.
Maternity Leave Notice Form
Download this basic Maternity Leave Notice form to allow your female employees to give information relating to their pregnancy.
Certificate of Absence
Download this Certificate of Absence Form for employees to complete when they return to work after illness of more than 3 days.
Staff Appraisal Form
An appraisal is a performance review which is carried out with every member of your staff, from staff in training to your deputy general manager, at least once per year. This staff appraisal form will simplify the process of performing these appraisals for all involved.
Holiday Request Form
Download this basic Holiday Request Form to allow your employees to submit their requested holiday dates a month in advance.
What is a Staff Appraisal?
This download describes exactly what an appraisal is, and how you should approach each member of staff when performing this interview. This document should be used in conjunction with the Appraisal Form and Appraisal Letter.
Contract of Employment
As soon as you take on an employee to work for you, you should draw up a contract of employment which sets out the relationship between you and your employee.
When you employ someone new, you will need to keep a record of all their details e.g. name, address, employment details, next of kin, and bank account information.
Job Description Template
Bar Manager Job Description
Bartender Job Description
Kitchen Porter Job Description
Chef Job Description
Sous Chef Job Description
Sommelier Job Description
Restaurant Manager Job Description
Waiter Job Description
Recipe Card Software
Drink Spillage Sheet
Food Sign Out Sheet
Customer Service Refusal Form
Restaurant Market Research Template
Acceptable Internet Usage Form
much much more..
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