Title Page
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Client / Site
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Location
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Conducted on
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Prepared by
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Personnel
Insurance Evaluation
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Pre-Const, During Const, Ops
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Liquor Bond
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Liability
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Workman’s comp
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Solid waste/Dumpster/Compactor/Roll-off
Cables & Wiring
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Burglar/Fire Alarm
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Music/Public Address
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Telephone Lines-Internal
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POS & Computer Lines
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Code Book
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Handicap Regulations
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Ansel System Requirements
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Exits
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Emergency Lighting
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Security During Operation
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Panic Hdwr Requirements
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Fire Inspector Approval
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Sprinkler System Requirements
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Smoke Detectors/Smoke Eaters
Evaluate Information Systems
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Register w/ All Gov't Agencies
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Obtain Fed Tax ID Number
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Bank Reconciliations
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Payroll System
Gas Service - New
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Procedures
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Drawings/Plans
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Inspection
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Permit Requirements
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Installation
Telephone Service- New
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Procedures
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Drawings/Plans
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Inspection
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Permit Requirements
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Installation
Water Service - New
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Procedures
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Drawings/Plans
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Inspection
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Permit Requirements
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Installation
Sewer Service - New
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Procedures
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Drawings/Plans
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Inspection
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Permit Requirements
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Installation
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Set Up Grease Trap - Rendering Service
Electric Service- New
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Procedures
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Drawings/Plans
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Inspection
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Permit Requirements
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Installation
Banking
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Selection of Bank
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Construction Account
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Operational Account
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Payroll Account
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Lines of Credit
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Deposit bags
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Credit Card Deposit Acc'ts
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Merchant Acct-AX, VISA/MC, Gift Cards, etc.
Graphics Design
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Logo
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Type/Font Style
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Colors
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Size
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Business Cards
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Menus
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Identify and choose menu covers if used.
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Printed Gift Certificates
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Signs
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Stationary
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Letterhead
Signage and Banners
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Coming soon
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Opening date
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Now hiring
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Menu Board
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No deliveries between…
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Hours of business
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Parking Lot
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Smoking
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Fire Marshall
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ADA
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Restrooms
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Open/Closed
Advertising Timetable
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Find Yellow Pages Cut-Off Dates
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Evaluate Local Associations
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List of Advertising Resources
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Flyers
Vendor List for:
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Food
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Liquor
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Supplies
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Contact Salespersons
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Credit Applications on File
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List of References
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Inventory
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Initial / Pre-Opening
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Replacement
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Par Stock & Ordering Forms
Outside Services
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Maintenance
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Janitorial
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Valet Parking
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Pest Control
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Plant Service
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Linen Service
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Hood/Flue Cleaning
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Carpet Cleaning
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Window Washing
Payroll
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Pre Opening
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Management
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Hourly
POS System
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Wiring
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Installation
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Training
Primary Vendor Selection/Approved vendor list
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Local contact w/ name number
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Establish credit, delivery schedule
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P - O - S materials
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Initial marketing support
Parking Lot
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Number of Spaces
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Resurfacing
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Entrance/Exits
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Lighting for Parking Lot
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Control Pre-Construction
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Control During Construction
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Valet Stand/Key Control
Parking Lot Signage
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Handicap
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Reserved
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Vallet
Landscaping
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Pre-Construction
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During Construction
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Maintenance
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Construction Timetable
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Estimated Time for Each Phase
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Estimated Completion Date
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Critical Path
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Construction Budget
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Sign Requirements/Restrictions
Security
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Robbery Prevention
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Control of Access During Ops
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Control of Access During Const
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Double door safe
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Night drop
Keys
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Make list of keys needed in store. Have all coolers, equipment, etc. keys same as doors.
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Collect all keys upon installation.
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Re-key just before opening
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First aid box
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Informational Signage
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Restrooms
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Exit
Staffing
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Projected list of employee needs for each area of operation and Sources for recruiting.
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Develop pay scales for all crew work groups
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Front Desk
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Servers
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Wait Assistants
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Bartenders
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Cooks
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Prep Cooks
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Dishwashers
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Supervisors
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Managers
Arrange for interview site, furniture, phones & supplies.
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Place employment ads in local newspapers & schedule recruiting missions.
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Review staffing manual for interviewing and hiring procedures. Establish target question list.
Training
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Identify dates of training allowing for “dry run” or “soft opening” time.
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Validate service sequences.
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Develop bar opening checklist.
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Develop kitchen-opening checklist & for all departments: open, close & managers.
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Document and train management and staff.
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Organize orientation materials.
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Develop sidework schedules for all FOH
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Set up POS training for management & crew.
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Arrange lodging for all opening personnel.
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Wine & beer seminars for sales knowledge and over-consumption policy.
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FOH menu descriptions for all items.
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Plating and garnish guide for all items.
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Set up training recipe manuals
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Select training team.
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Set date for training team arrival.
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Prepare master training calendar.
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Set up training manuals & opening materials.
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Set up general meeting and training session.
Organize any necessary management training such as:
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MSDS location
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Interviewing and hiring (legal vs. illegal questions, ADA, etc.)
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Restaurant standards and systems
Human Resources
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Selection of Manager
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Selection of Pre-Opening Staff
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Organizational Chart
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Evaluation of Available Managers
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Define Manager Job Duties
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Interview of Managers
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Interview of Pre-Opening Staff
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Create Management Reports
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Evaluation of Available Chefs
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Evaluation of Kitchen Manager
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Employee Performance Evaluation
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Training Program for Employees
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Uniforms
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Dress Code
Establish Work Schedules
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Reports
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Food/Bev/Covers/Avg Ck/Sales Mix
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Comparisons to Budget
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Organizational Charts by Department
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Dining Room
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Bar
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Kitchen
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Administration
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Employee Applications
Employee Manuals
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Writing
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Production
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Training
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Hiring of Employees
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Training of Employees
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Establish employee meal policy
Employee Applications & Employee New Hire Kits
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English / Spanish
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I - 9 and Tax Forms
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Health cards
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Server/Bartender/Entertainment Permits
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Orientation
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Pre-Opening/Training schedule
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Operational schedule
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ServSafe™ Training
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Uniform
Kitchen Operations/Service Operations
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Set-up sheets with pars
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Opening checklists
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Closing checklists
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Prep lists with pars
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Standardized recipe book
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Freezer pull sheets
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Inventory forms.
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Electric bug killer for back door?
Employee Bulletin Board
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Required Postings:
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OSHA, safety, minimum wage, etc.
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Wage & hour
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Workman's comp
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Emergency hospital & Doctor
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Employee lockers
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Job descriptions
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Operational Manuals
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Safety manual
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Financial manual
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Catering manual
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Kitchen manual
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Exhibition cooking manual
Telephones
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Office line
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Fax line
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Catering line
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E-mail line
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Kitchen line
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Reservations line
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Pay phones
Guest Music
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ASCAP/BMI Arrangements
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Satellite Music System
Hours of Operation
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Estimated Hours of Operation
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Bar
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Restaurant
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Entertainment
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Opening
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On Going
Preliminary Menu
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Children’s Menus
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Children amenities
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Baby bibs
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Birthday Favors
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Lunch
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Dinner
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Catering
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Brunch
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Banquet
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Menu Pricing Range
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Menu Cost & Portion Guide
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Standard recipe binder
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Table Arrangement
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Section ( wait station) Maps
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Opening and Closing Sidework Assignments
Equipment, Smallwares & Supplies
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Collect all warranties for new equipment and send in cards. Place all equipment information and Service Agents in a notebook for reference.
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Kitchen
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Dining Room
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Bar
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Office
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Food Inventory
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Bar Inventory
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Supplies Inventory
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Hood/HVAC equipment
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Kitchen Design and Equipment List
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Punch List
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Contractor
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Subcontractors
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Out-side Contractors
Equipment checkout (burn-in/calibration)
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Ice Machines
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Cooking Equipment
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Refrigeration Equipment
Hand Wash Stations
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Soap
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Sanitizer
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Towel Dispensers
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Hand wash signs
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Kitchen Clock
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Anti-fatigue mats
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Set up dish machine service
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Clean, organize and label all shelving:
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Dry Storage
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Walk-in
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Freezer
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Supply area
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Service Area
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Chemical Storage
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Bar Storage
Kitchen Utensils
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Produce List
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Obtain Bids
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Place Order
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Receive Order
Small Wares Order
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Produce list
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Obtain bids
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Place Order
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Receive Order
Tabletop Selection
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Plateware
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Flatware
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Glassware
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linen
Select Wall Covering
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Obtain Bids
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Order
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Arrange Delivery
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Accept per Order
Select Tables
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Obtain Bids
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Order
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Arrange Delivery
Select Chairs
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Obtain Bids
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Order
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Arrange Delivery
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Apply Scotchguard protection
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High Chairs & Boosters
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Arrange Delivery
Select Floor Covering
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Obtain Bids
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Order
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Arrange Installation
Bar Operation
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Beverage station
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cups
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lids
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holders
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sodas
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dairy
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canned juices
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bev naps
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straws
Soda System
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Well liquor selection
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Call liquor selection
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Premium liquor selection
Beer Selection
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Draft system
Wine Selection
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Supplier Wine Training Program
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Wine List Design
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Wine List Publication
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Wine Openers
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Wine buckets and stands
Standardized Recipe and Glassware
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Garnish Guide
Paper Products
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Guest Checks
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POS Supplies
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Take out
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Bathroom
Linen Service
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Table top Laundry (Rental)
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Uniform Laundry (Rental)
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Uniform order
Janitorial supplies
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Hard goods
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Wet Floor Cones
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Mop Buckets
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Mops
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Vacuum
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Hand towel dispensers
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Squeegees
Office Equipment
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Office Furniture
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Desk
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Chair
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Filing cabinets
Computer System
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Color Monitor
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Color Printer
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ISP Internet service
Software
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Food Ordering (From Primary Supplier)
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Office Suite Software
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Word Processor
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Spreadsheet
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Presentation
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Publisher Software
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Scheduling- Use for employee time management, Management Schedules
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and Catering Events
Upload software
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Telephone Equipment
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Obtain Bids
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Order
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Arrange Delivery
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Accept per Order
Finals
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Place initial food order
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Place initial chemical supplies order
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Place initial paper goods order
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Fire Department walk through
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Alarm system
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Fire extinguishers/signs
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Ansul system
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Hand held extinguisher
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Mounting and signage
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Instructions
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Environmental Health Walk through
Completion
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Recommendations
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Full Name and Signature
