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Restaurant Startup Checklist

While every restaurant startup is different and unique, this checklist is designed to help you identify, antic
and hopefully many of the minor tasks, functions, components and decisions that are part of most new res
probably run into issues that are not reflected on this checklist. If so, add these accordingly and please let
continue to make this as comprehensive as possible. You can email any comments to Jim Laube at jim@re
281-545-9230. Thanks!

Instructions & Tips:


Before you begin work, save this worksheet and create a working copy using the File, Save As command.

We recommend that you work on each worksheet in the order in which it appears in the tabs below, from l

Copyright 2006 RestaurantOwner.com

gned to help you identify, anticipate and plan for the major
ns that are part of most new restaurant ventures. You will
hese accordingly and please let us know so we can
mments to Jim Laube at jim@restaurantowner.com or call

g the File, Save As command.

pears in the tabs below, from left to right.

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Activity

11

Administration

Start to interview/build team of professionals


- attorney, CPA, architect, designer, insurance agent, real estate broker

10

Administration

Collect info on permits/licenses


- health, liquor, other

10

Administration

Insurance
- identify requirements; building, liability, workmen's comp, other

Administration

Banking
- open construction/development account

Administration

Liquor license
- investigate application process/availability of liquor license

Administration

Federal ID number
- apply for

Administration

Credit application sheet


- create for setting up new accounts, include references

Target
Completion
Date

Status/Date Competed

Liquor license
- apply for
- consider hiring firm to assist in processing application

Administration

Administration

Employee meal policy


- determine policy

Administration

Employee timekeeping system


- decide on stand alone, time cards, manual, POS

Administration

Alcoholic beverage server certification


- determine requirements

Administration

Tax permits
- apply for Sales Tax ID (state, local)

Administration

Administration

Payroll processing
- in-house, outsource to ADP, Paychex, outside accountant

Administration

Credit card merchant accounts


- setup for MC/Visa, Amex, Discover, Others

Administration

Startup Checklist - by Category

Responsible
Person/Party

Banking
- open operating, payroll, reserve accounts
- order checks, deposit slips

Accounting software
- if accounting done in-house; Quickbooks, Peachtree, other
- format P&L consistent with NRA Uniform System of Accounts

Page 3of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Activity

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Petty cash
- setup petty cash fund for cash payments
- create petty cash reimbursement form

Administration

Administration

Deposit procedures
- armored car service or other

Administration

Insurance
- verify with your agent that all policies are in force

Administration

Bank supplies
- deposit stamp & pad, deposit bags, deposit slips

Administration

Accounting/bookkeeping system
- have CPA review sales, deposit, payroll and accounts payable system

Administration

Permits, licenses, inspections, approvals


- verify that licenses, etc. have been secured

Administration

Initial change order


- get change & small bills from bank

Administration

POS/merchant accounts
- test credit card approval/processing

Administration

Receive certificate of occupancy

Administration

Administration

Administration

Administration

Administration

Administration

Startup Checklist - by Category

Page 4of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Activity

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Examine successful concepts


- collect info on concepts that appeal to you

12

Concept
Development

12

Concept
Development

12

Concept
Development

11

Concept
Development

11

Concept
Development

10

Concept
Development

Concept
Development

Points of difference
- what will make your restaurant unique in terms of menu, service, ambiance,
other

Concept
Development

Concept validation/testing
- interview potential customers on your concept plans

Concept
Development

Concept
Development

Local market
- look for opportunities, concept gaps in your market
Visit existing restaurants
- observer which concepts are busy; try to determine why
Menu price range
- price points of the most successful restaurants in your area
Preliminary food & bar menus
- begin collecting menu & recipe ideas
Further define concept
- type of service, price range, menu

Determine name of restaurant


- trade name search (attorney)
Finalize concept
- menu, service, unique offerings, price range, ambiance, etc.
- draft concept statement fully describing concept

Concept
Development

Concept
Development

Concept
Development

Concept
Development

Startup Checklist - by Category

Page 5of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

11

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Startup Checklist - by Category

Activity

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Graphic artist
- select graphic artist
List of architects
- check references, create short list of quality firms
List of general contractors
- check references, create short list of quality firms
List of interior design firms
- check references, create short list of quality firms
Ansul system
- what are local requirements
Construction & development costs
- get estimates of buildout/construction costs from contractors
Exits
- panic hardware requirements, emergency lighting
- fire code requirements
Handicap access/requirements
Architectural/design
- review & approve
Builder's risk insursnce
Contractor
- select contractor
Demolition work
Design-Exterior
- siding, ramps, windows, awnings, lighting
Design-Interior
- kitchen, bar, dining room, bar, office, lighting
General liability insurance
Patio / outside seating
- design, available seating, permits, w/w station, cost feasibility
Select architect/designer
Utilites billing changes
- change name/party responsible for utility bills
- electrical, gas, water

Page 6of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening
7

6
6
6
6
6
6
6
6
6

Category
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

6
6
6
6
6

Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction

Design/
Construction

Startup Checklist - by Category

Activity

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Utilities
- determine utility company options
- choose provider
Acoustical ceilings
Air conditioning/circulation
Back door
- peep hole, buzzer for deliveries, emergency bar
Bathroom partitions & accessories
Burgler alarm system
Canopies & awnings
Carpentry
Carpet
Concrete
Construction timeline
- time for each phase, completion date
Design elements
- logo, colors, type style
Door locks
- deadbolts, re-key locks prior to opening
Door/exits hardware
- alarms, push bars, emergency escape
Doors & Windows
Doors, frames & hardware
Drywall
Electrical/Lighting
Exterior painting
Flooring
- Tile
- Resilient
- Hardwood
- Carpet

Page 7of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Design/
Construction

Design/
Construction

Design/
Construction

6
6
6
6
6
6
6

Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction

Design/
Construction

Design/
Construction

6
6

Design/
Construction
Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Startup Checklist - by Category

Activity

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Interior painting
Kitchen fire control
- design & setup system
List of inspectors
- building, fire, electrical, plumbing, health
Masonry
Mechanical
Parking lot
- resurfacing, control access during construction
Paving
Plumbing
Resilient flooring
Roofing & waterproofing
Select contractor
- obtain bids
- contractor prepares timeline/critical path for completion
Smoke detectors
- wire to alarm system
Sound/music system
Specialty items
Sprinkler system
- obtain requirements
- have wired to alarm system
Steel/railings
Tile
- kitchen, bathrooms, dining areas, wall and floor
Electrical service
- permits, procedures, plans, installation, inspection
Gas service
- permits, procedures, plans, installation, inspection
Grease trap
- permits, procedures, plans, installation, inspection

Page 8of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Startup Checklist - by Category

Activity

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Landscaping
- design & bid contract
Lighting for parking lot
Waste water
- permits, procedures, plans, installation, inspection
Water service
- permits, procedures, plans, installation, inspection
Water quality
- test for hard water, take bids for water softening, filtration
Cleaning crew
- bid & select vendor for initial & final clean
Exterior signage
- primary, handicap, reserved, valet, hours of operation, delivery times
Supplier, contractor, sub-contractor contacts
- create master phone & contact list with emergency numbers
Compressors & valves
- label and check for accessibility
Electrical labeling
- label switches, breakers and check for accessibility
Inspections
- schedule for fire, health departments, other
Building & equipment plans
- retain full set of plans for operational files
Walk-through with contractor
- create initial punch list
Alarm system
- install & inspect
Beverage service
- set up installation of post mix system, coffee, iced tea
Fire extinguishers
- install with visible operating instructions
Exterior signage light timer
- set light timer
Update construction punch list

Page 9of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Activity

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Exterior cleanup
- parking lot, landscaping, building, windows
Final clean
- interior & exterior of building
Wash windows
Parking lot striping
- handicap space requirements
Continue construction punch list

Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction

Startup Checklist - by Category

Page 10of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Activity

FF&E

Preliminary equipment requirements


- create a list of the equipment needed

FF&E

Equipment lists
- kitchen, bar, dining room, bar, office

FF&E

Lease or purchase kitchen equipment


- shop equipment leasing companies

FF&E

Exterior signage
- get local code/permit/approval requirements

FF&E

Safe for office


- determine type, bid & order

FF&E

Soda system installation


- select vendor & set up installation date

FF&E

FF&E

Interior signs
- menu boards, restrooms, fire exit, hand wash, wait to be seated

FF&E

Office equipment
- copier, fax, computer, printer, calculators

FF&E

Office furniture
- desk, chairs, filing cabinet, shelving

FF&E

Receiving scale
- minimum 200lb capacity

FF&E

FF&E

FF&E

FF&E

Startup Checklist - by Category

Target
Completion
Date

Status/Date Competed

Communications/phone system
- phone lines for office, fax, kitchen, hostess station
- pagers, cell phones, fire & burglar alarms
- internet access, service provider

Responsible
Person/Party

Restrooms
- hand towel/dryer dispensers, soap dispensers, hand soap,
baby changing tables
Janitorial equipment
- wet floor signs, mops, buckets, vacuum
- trash cans, cordless dust pan
Emergency equipment procedures
- determine emergency shut-off steps
- label equipment
Equipment tests
- test each piece with supplier prior to training

Page 11of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Activity

FF&E

Kitchen clock
- purchase & install

FF&E

Kitchen tools/toolkit
- purchase & designate location store

FF&E

Ansul system
- inspect

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

R&M binder for all equipment


- prepare repair & maintenance binder for operating instructions, manuals
- mail in warranty cards

FF&E

FF&E

Storage shelves
- clean, organize & label; walk-in, freezer, dry storage

FF&E

Calibrate temperatures on equipment


- fryers, griddle, oven, stove, other

FF&E

FF&E

FF&E

FF&E

FF&E

FF&E

FF&E

FF&E

FF&E

Check walk-in & refrigeration temperatures


Clean & sanitize walk-in, freezer
Receive furniture
- tables, chairs, desk tops, benches, patio furniture
Test all equipment
Complete equipment warranty cards
Final clean all equipment
Hang pictures, wall decore
Install interior plants
Run ice machine
- empty/sanitize/refill
- find ice company for backup

FF&E

FF&E

FF&E

Startup Checklist - by Category

Page 12of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Activity

Finance/Legal

11

Finance/Legal

Bank/SBA lending
- find banks that have financed restaurant startups

11

Finance/Legal

Business plan
- begin drafting your business plan

Finance/Legal

11

Finance/Legal

10

Finance/Legal

Finance/Legal

Finance/Legal

Finance/Legal

Finance/Legal

Status/Date Competed

Capital/construction/opening budget
- estimate total startup cost of project through opening day
- incorporate this into business plan
- refer to Capital Budget worksheet on "Startup & Feasibility Spreadsheets" on
RestaurantOwner.com
List of possible names for restaurant
- solicit ideas from friend, relatives
Financial feasibility
- begin establishing preliminary financial assumptions
- sales, operating costs, capital costs, number of employees, etc.
- refer to NRA's Industry Operation's Report for industry averages
- use "Startup & Feasibility Spreadsheets" on RestaurantOwner.com
Attorney & CPA
- find firms with restaurant experience
- get & check references
Business entity
- consider corporation, LLC, partnership, limited partnership
- seek guidance from CPA/attorney
Personal career accomplishments/work history
- prepare and include in business plan
Review financial projections with your CPA
- have your CPA review for reasonableness, missing costs & expenses
- have experienced restaurant professionals review your financials
Select attorney
- draft/file corporate documents
- review/negotiate lease agreement

Finance/Legal

Finance/Legal

Select CPA
- determine corporate entity/review business plan financials

Finance/Legal

Business plan
- complete business plan

Startup Checklist - by Category

Target
Completion
Date

Financing
- investigate potential sources for startup capital
- savings, family, friends, banks, SBA, investors

12

11

Responsible
Person/Party

Page 13of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Activity

Finance/Legal

Capital/construction/opening budget
- update projections with actual bids/current estimates

Finance/Legal

Personal financial statement


- prepare / update your personal financial statement

Finance/Legal

Finance/Legal

Finance/Legal

Tax ID numbers/accounts
- apply for federal, state unemployment insurance, state sales tax

Finance/Legal

Line of credit
- set up working capital line of credit with bank

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Buy-sell agreement
- attorney prepares if you have partners/investors
- consider insurance to fund
Landlord approvals
- determine what items require landlord approval
- plans, signage, other

Finance/Legal

Finance/Legal

Finance/Legal

Finance/Legal

Finance/Legal

Finance/Legal

Finance/Legal

Finance/Legal

Finance/Legal

Finance/Legal

Startup Checklist - by Category

Page 14of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Activity

List of available suppliers


Food & Beverage - create list of suppliers for food, beverages & supplies

Beer
Food & Beverage - decide what bottled / draft beers to stock

Food & Beverage

Food inventory
- create master inventory list of all ingredients/products to stock
Liquor
Food & Beverage - determine well/premium/super premium brands

Food & Beverage

Liquor, beer & wine inventory


- create inventory worksheets for taking physical inventories
- download Inventory Worksheet template on RestaurantOwner.com
Price menu
Food & Beverage - determine final price points on all menu items

Food & Beverage

Food & Beverage

Food & Beverage

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Standard recipe files


- begin building recipe binder & laminated recipe card for menu items
- prepare recipe cards for all batch recipes
Wine
- determine wines to stock
Wine list
- design & print
- include in main menu?

HACCAP training / certification


- determine local/state certification requirements
Food & Beverage
- arrange for manager/employee certification

Food & Beverage

Menus
- covers & inserts, to-go, catering, children's

Initial food order


- prepare & place initial order
Food & Beverage - request free samples from suppliers to test
- have sufficient quantites for testing & training

Photographs of menu items


Food & Beverage - for display in kitchen area

Food & Beverage

Initial alcoholic beverage order


- prepare & place initial order

Food & Beverage

Food & Beverage

Startup Checklist - by Category

Page 15of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Marketing

Marketing

Marketing

Marketing

Marketing

Marketing

Marketing

Marketing

Marketing

Activity

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Competitive analysis
- create list of competitors
- obtain sample menus for research & reference
Menu boards & pictures
- determine type, design, order
- pictures of key menu items bundled with side & beverage
Banners
- NOW HIRING /COMING SOON / NOW OPEN
Gift certificates
- design & print
- program gift certificate sales keys into POS (both sale & redemption)
Local charities
- choose which charity(s) to support
- consider a "charity night" pre-opening party
Printing
- stationary, envelopes, labels, business cards
- invitations for opening parties
Public relations for opening
- hire local PR firm
- send out press releases to local media outlets
Yellow page ad
- determine if yellow page advertising makes sense
- inquire about timing of next printing cycle
Opening party(s)
- press event, VIPs, contractors & suppliers
- create guest lists, send invitations

Marketing

Marketing

Marketing

Marketing

Marketing

Startup Checklist - by Category

Page 16of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening
5

Category

Activity

Target
Completion
Date

Status/Date Competed

Insurance agent
Ongoing Services - building, general liability, liquor liability, workman's comp, group medical
Dining room cleaning
- carpet, flooring, rest rooms
Ongoing Services
- select outside vendor

Ongoing Services

Hood/kitchen cleaning
- select approved vendor

Ongoing Services

Interior plant service


- select approved vendor

Ongoing Services

Landscaping/lawn services
- select approved vendor

Ongoing Services

Security guards
- determine if needed on certain nights/hours

Ongoing Services

Payroll processing
- outsource to ADP, Paychex, other

Ongoing Services

Ongoing Services

Chemicals
- select approved vendor

Ongoing Services

Grease trap
- select approved vendor

Ongoing Services

Responsible
Person/Party

Music
- Muzak, ASCAP, BMI (music licensing)
- satellite radio

Knife & blade sharpening


- perform in-house
- use outside service

Monthly accounting
- determine monthly or 4-week cycle
Ongoing Services - use industry standard chart of accounts
- outside accounting service or in-house bookkeeper/accountant

Ongoing Services

Pest control
- select approved vendor

Ongoing Services

Trash disposal
- select approved vendor

Ongoing Services

Startup Checklist - by Category

Window washing
- do in-house or outsource
- select approved vendor

Page 17of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Activity

Armored car service


Ongoing Services - select approved vendor

Ongoing Services

Building & HVAC repairs


- select approved vendors

Ongoing Services

Dishwasher service
- select approved vendor

Ongoing Services

Laundry & linen


- select approved vendor

Ongoing Services

Equipment repairs
- select approved vendors

Ongoing Services

Equipment repairs
- select approved vendors

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Ongoing Services

Ongoing Services

Ongoing Services

Ongoing Services

Ongoing Services

Ongoing Services

Ongoing Services

Ongoing Services

Ongoing Services

Ongoing Services

Ongoing Services

Startup Checklist - by Category

Page 18of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening
8

Category
Operations

Operations

Activity

Table mix & arrangement


- determine mix of 2 top, 4 top, round, booths
- determine booth / table positions, table numbers

Operations

Hours of operation
- determine for each day/meal period

Operations

Vending machines
- cigarettes, pay phones, video games, other

Operations

Operations

Operations

Operations

Operations

Operations

Operations

Startup Checklist - by Category

Status/Date Competed

Menu & recipes


- narrow menu offereings
- create & test recipes
- use distributor test kitchen if possible

Operations

Operations

Target
Completion
Date

Visit restaurants with similar offerings


- take notes of good & bad items

Responsible
Person/Party

Checklists
- prepare opening, closing, shift change checklists for all stations
- download checklist templates on RestaurantOwner.com
Guest (table ready) call system
- determine system to use
- pagers, sound system, other
Happy hour
- determine special, prices, food
- check state/local laws regarding happy hour/discount programs
Menu analysis
- determine items for signature or high promotion status
- base decision on gross profit margin, ease of preparation, quality
Menu item cost
- calculate raw food cost on all menu items
- rank each categorie's items by gross profit margin
- does prime distributor have food management software if so, ask for assistance
Prep lists with pars
- create prep lists with par levels
Product specs
- create detailed product specs for all food products
- grade, size, packaging, brand, etc.
- ask your distributor for assistance
Reservation policy
- determine if you will take reservations or not
- consider "call in" program to place names on wait list only

Page 19of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening
3

Category
Operations

Operations

Operations

Operations

Operations

Operations

Operations

Operations

Activity

Target
Completion
Date

Status/Date Competed

Station setup sheets with pars


- for kitchen & dining room(s)
Emergency exit procedures
- determine procedures, post maps
- discuss in safety meetings with staff
Bulletin board
- for employee schedule, mandadory postings
- choking poster
- emergency hospital & doctor numbers & instructions
Children's amenities
- menu, crayons, coloring book, high chairs, booster seats, balloons
Cleaning & maintenance schedules
- set up schedules & procedures
- download Cleaning Checklists on RestaurantOwner.com
Emergency numbers
- map, directions to hospital
- make arrangements with local doctor, clinic
Entertainment
- obtain permits if required
- create list of potential entertainers
Floor maintenance
- get ongoing floor maintenance procedures
- purchase cleaning / polishing supplies
Valet parking
- valet stand
- key control system
- valet only parking area signs, cones

Operations

Operations

Operations

Birthday specials
- determine policy, special desserts, b-day song, other

Operations

Seating chart & waitstaff sections


- create seating chart diagram with waitstaff sections

Operations

Initial food, beverage & supplies orders


- determine quantities for training, mock shifts, pre-opening activities

Startup Checklist - by Category

Responsible
Person/Party

Approved vendor list


- create Master Approved Vendor List
- include primary & backup vendors

Page 20of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Activity

Operations

Operations

Operations

Deposit bags
- obtain from bank

Operations

Hostess stand supplies


- reservation book, call clock, pencils, notebooks, kid's stuff

Operations

Operations

Operations

Operations

Operations

Target
Completion
Date

Status/Date Competed

Order & delivery schedule


- prepare weekly schedule with each vendor's order & deliver dates
- download
& Receiving Schedule" template on RestaurantOwner.com
Padlocks
for "Ordering
cooler doors
- create control system for access & keys
- limit access to storage rooms to deliveries & requisition into production

Responsible
Person/Party

Light levels
- determine for each meal period
- label light switches
Change order
- prepare initial change order; change & small bills
Check inventory levels
- on all food, beverage, paper & supplies
- prepare orders for opening week
Opening inventory
- take full physical inventory on all food & beverage items night before opening
- necessary to calculate accurate food & beverage costs after opening
Customer comment cards
- design & print
- create procedures for receiving & responding
- download template on RestaurantOwner.com

Operations

Operations

Operations

Operations

Operations

Operations

Startup Checklist - by Category

Page 21of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Activity

Personnel

Personnel

Personnel

Management team
- start interviewing/selection process

Personnel

Organizational chart
- create organizational chart for restaurant

Personnel

Personnel

Personnel

Personnel

Personnel

Personnel

Personnel

Personnel

Startup Checklist - by Category

Target
Completion
Date

Status/Date Competed

Employee benefits
- determine insurance coverage (medical, dental, life, disability) & eligibility
- vacation, meals, comps, tuition reimbursement, other

Responsible
Person/Party

Employee job descriptions


- create for all staff & management positions
- download templates on RestaurantOwner.com

Employee handbook
- create to document and communicate all employee & employment practices
- download template on RestaurantOwner.com
Employee training manuals
- create for all positions
- download templates on RestaurantOwner.com
Management training materials
- personnel hiring, training & management
- operations
- administrative
Master training schedule
- create schedule for staffing training leading up to opening day
Sidework procedures & schedules
- create server/front-of-house sidework checklists
- download template on RestaurantOwner.com
Staff pay scales
- determine starting pay scales for each position
- determine employee review/raise policies
Staffing needs
- determine number of new hires needed by position
- plan for turnover, hire 20% more than you think you need
Employee recruiting
- newspaper ads, "NOW HIRING" banner
- recruiting missions
- word of mouth campaigns
- bonus for referrals
- plan for turnover, hire 20% more than you think you need

Page 22of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Personnel

Personnel

Activity

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Pre-opening interview site


- trailer, temporary office
- equip with phone, furniture, hiring/selection forms
Food safety training
- purchase food safety training materials/videos
- contact state or National Restauant Association
Assemble new employee materials
- application forms
- uniforms
- W-4, I-9 forms
- employee handbook, job descriptions
- orientation & training checklists
- check RestaurantOwner.com for forms & templates

Personnel

Personnel

Employee files
- set up for employment application, status changes, other personnel records

Personnel

OSHA
- review OSHA standards with managers

Personnel

Personnel

Personnel

Personnel

Personnel

Personnel

Safety & first aid training


- conduct training program for all employees

Personnel

Conduct practice runs/mock service


- full dress with uniforms

Personnel

Alcoholic beverage server certification


- determine state/local requirements
- assign employee(s) for certification course
HACCAP training / certification
- assign employee(s) for certification course
Safety checklist & audit
- create safety checklist & perform safety audit
- download Safety Checklist template on RestaurantOwner.com
Wine training program
- arrange for wine supplier to provide
Begin staff training

Finalize opening week employee schedules


- staff heavy
- plan for turnover, no-shows

Personnel

Startup Checklist - by Category

Page 23of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

12

Site/Planning

10

Site/Planning

10

Site/Planning

Site/Planning

Activity

Site/location criteria
- determine site/location criteria
- demographics, traffic count
- size, number of seats, rental rates
- lease terms
- other
Competitive analysis
- examine strengths & weaknesses of competitors in target areas
- evaluate relative success of restaurant in local market
- where is there potential?
- what dining segments are not being well-served?
Square footage
- determine optimum square footage needed (range)
- including kitchen, dining room, storage
- rule of thumb is roughly 30 square feet per seat (total square footage)

Site/Planning

Site/Planning

Site/Planning

Building/fire/safety codes
- obtain all applicable code requirements

Site/Planning

Electrical service
- evaluate adequacy of available power

Site/Planning

Site/Planning

Startup Checklist - by Category

Status/Date Competed

Facility requirements
- how much space, seats, parking will you need

Site/Planning

Site/Planning

Target
Completion
Date

Potential of local markets


- become familiar with local markets that show potential for new restaurants
- create short list of the most promising areas

Responsible
Person/Party

Tenent rep broker


- secure service of a tenent rep broker to assist you in site selection
- find a broker with a specialty or focus on restaurant sites
Bar seating
- estimate potential for bar revenue
- balance with space/seating needed for dining room

Floor plan (existing space)


- obtain floor plan of space
- include layout of load-bearing (permanent) walls
Floor slope evaluation
- consider slope on handicap, OSHA requirements
- safety considerations for staff & guests
Lighting fixtures
- inspect interior & exterior lighting including parking lot

Page 24of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening
8

Category
Site/Planning

Site/Planning

Site/Planning

Site/Planning

Activity

Target
Completion
Date

Status/Date Competed

Liquor license
- know the process & cost of obtaining a liquor license
List of existing kitchen equipment
- obtain detailed list
- verify & evaluate condition
Number of tables/seats
- estimate potential seating/revenue potential of dining room
Parking
- is there adequate parking
- what is the ratio of seats to parking spaces, is there a local minimum
Sales to investment analysis
- estimate total capital costs & compare to projected annual sales
- goal is to have minimum 1.5 to 1 sales to investment ratio in leasehold
- goal is to have minimum 1 to 1 ratio when land & building is owned
- go to RestaurantOwner.com for more information

Site/Planning

Site/Planning

Traffic patterns
- evaluate adequacy of traffic flow (foot traffic, if applicable)

Site/Planning

Zoning requirements
- verity that there are no zoning problems with your concept/plans

Site/Planning

Cleanup required
- determine cost of cleanup/demolition prior to construction activities

Site/Planning

Gas main / lines


- adequate size, capacity, age, condition

Site/Planning

Health department
- verify no health-related conditions present that could pose problems

Site/Planning

HVAC system
- inspect/evaluate condition

Site/Planning

Site/Planning

Site/Planning

Sewer lines
- evaluate adequacy; size, capacity, age, condition

Site/Planning

Termite report
- have property inspected for termite/pest problems

Site/Planning

Startup Checklist - by Category

Responsible
Person/Party

Plans for location/site area


- inquire with local officials about proposed, planned projects in area
- road, water, sewer, drainage, commercial, residential, zoning changes
Roof inspection

Type of flooring

Page 25of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Activity

Site/Planning

Utility requirements
- verify no utility/capacity problems

Site/Planning

Water lines
- evaluate capacity, size, age, condition

Site/Planning

Site selection decision


- finalize site selection

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Site/Planning

Site/Planning

Site/Planning

Site/Planning

Site/Planning

Site/Planning

Site/Planning

Site/Planning

Site/Planning

Site/Planning

Site/Planning

Site/Planning

Site/Planning

Site/Planning

Startup Checklist - by Category

Page 26of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Smallwares/
Supplies

Smallwares/
Supplies

Smallwares/
Supplies

Smallwares/
Supplies

Smallwares/
Supplies

Smallwares/
Supplies

Smallwares/
Supplies

Smallwares/
Supplies

Smallwares/
Supplies

Smallwares/
Supplies

Smallwares/
Supplies

Startup Checklist - by Category

Activity

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Uniforms
- finalize design; kitchen, service, bar, host staffs, managers
Dishroom items
- bus carts, bus tubs, glass racks, tray racks
- chemicals, detergents
Smallware & kitchen utensils
- source, specs, bid order
Dining room
- high chairs
- infant cradles
- booster seats
- water pitchers, wine carafes
- serving trays, tray stands
Bar
- blender
- ice machine
- glass washer
- shakers, strainers, spoons, bottle openers, corkscrew
- jiggers
- scoops
- bar mats
- pitchers
Tabletop items
- tableware, flatware, glassware, sugar caddies, table tents, vases
- salt & pepper shakers
Employee name tags
First aid kit
- emergency burn kit
Tip trays, check presentation folders
- may be free from AMEX/MC or VISA
Initial chemicals order
- degreasers, drain treatment
- disinfectants, sanitizers
- floor care solutions
- handcare
- cleaners for dishroom/restroom/dining room
Linen
- table cloths, napkins, bar & kitchen towels

Page 27of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening

Category

Smallwares/
Supplies

Smallwares/
Supplies

Activity

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

Initial paper good order


- napkins, take-out, delivery, coasters, doggie bags
- straws, cups, lids
- filters, butcher pager
- patty paper, food wrap film, aluminum foil
- clear trash can liners
Janitorial supplies
- carpet, tile, floor cleaner, spot remover
- gum solvent, liquid hand soap, paper towels, toilet paper
- windex, paper towels
- "Wet Floor" signs

Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies

Startup Checklist - by Category

Page 28of 75

Restaurant Startup Checklist


Countdown to Opening - By Category
Months
Before
Opening
3

Category
Technology

Technology

Technology

Technology

Activity

Responsible
Person/Party

Target
Completion
Date

Status/Date Competed

POS phone line


- dedicated line for charge approvals
- tie into DSL/cable line
POS system
- list requirements
- download POS Evaluation Worksheet on Restaurantowner.com
- create list of brands/dealers used by other local operaters
- start evaluation/demonstration process
Website
- register domain name
- contact web design firm
Computer software
- Microsoft office, scheduling, food management
POS system
- make POS decision
- set up menu items & prices
- decide on comps & discount categories
- set up essential reports

Technology

Technology

Technology

Internet service provider


- DSL, cable, satellite

Technology

POS/register
- set up installation & training

Phone on hold message


- select service provider
- message/music

Technology

Technology

Technology

Technology

Technology

Technology

Startup Checklist - by Category

Page 29of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening

Startup Checklist

Category

Activity

12

Concept

Examine successful concepts


- collect info on concepts that appeal to you

12

Concept

Local market
- look for opportunities, concept gaps in your market

12

Concept

Visit existing restaurants


- observer which concepts are busy; try to determine why

12

Finance/Legal

Responsible
Person/Party

Target
Completion
Date

Financing
- investigate potential sources for startup capital
- savings, family, friends, banks, SBA, investors
Potential of local markets
- become familiar with local markets that show potential for new restaurants
- create short list of the most promising areas

12

Site/Planning

11

Administration

11

Concept

Menu price range


- price points of the most successful restaurants in your area

11

Concept

Preliminary food & bar menus


- begin collecting menu & recipe ideas

11

Design/
Construction

11

Finance/Legal

Bank/SBA lending
- find banks that have financed restaurant startups

11

Finance/Legal

Business plan
- begin drafting your business plan

Start to interview/build team of professionals


- attorney, CPA, architect, designer, insurance agent, real estate broker

Graphic artist
- select graphic artist

Capital/construction/opening budget
- estimate total startup cost of project through opening day
- incorporate this into business plan
- refer to Capital Budget worksheet on "Startup & Feasibility Spreadsheets" on
RestaurantOwner.com

11

Finance/Legal

11

Finance/Legal

List of possible names for restaurant


- solicit ideas from friend, relatives

10

Administration

Collect info on permits/licenses


- health, liquor, other

Page 30 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening
10

Administration

10

Concept

10

Finance/Legal

10

Site/Planning

10

Site/Planning

Concept

Design/
Construction

Design/
Construction

Design/
Construction

FF&E

Finance/Legal

Startup Checklist

Category

Finance/Legal

Activity

Responsible
Person/Party

Target
Completion
Date

Insurance
- identify requirements; building, liability, workmen's comp, other
Further define concept
- type of service, price range, menu
Financial feasibility
- begin establishing preliminary financial assumptions
- sales, operating costs, capital costs, number of employees, etc.
- refer to NRA's Industry Operation's Report for industry averages
- use "Startup & Feasibility Spreadsheets" on RestaurantOwner.com
Facility requirements
- how much space, seats, parking will you need
Site/location criteria
- determine site/location criteria
- demographics, traffic count
- size, number of seats, rental rates
- lease terms
- other
Points of difference
- what will make your restaurant unique in terms of menu, service, ambiance,
other
List of architects
- check references, create short list of quality firms
List of general contractors
- check references, create short list of quality firms
List of interior design firms
- check references, create short list of quality firms
Preliminary equipment requirements
- create a list of the equipment needed
Attorney & CPA
- find firms with restaurant experience
- get & check references
Business entity
- consider corporation, LLC, partnership, limited partnership
- seek guidance from CPA/attorney

Page 31 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening
9

Finance/Legal

Finance/Legal

Finance/Legal

Finance/Legal

Startup Checklist

Category

Marketing

Site/Planning

Activity

Responsible
Person/Party

Target
Completion
Date

Personal career accomplishments/work history


- prepare and include in business plan
Review financial projections with your CPA
- have your CPA review for reasonableness, missing costs & expenses
- have experienced restaurant professionals review your financials
Select attorney
- draft/file corporate documents
- review/negotiate lease agreement
Select CPA
- determine corporate entity/review business plan financials
Competitive analysis
- create list of competitors
- obtain sample menus for research & reference
Competitive analysis
- examine strengths & weaknesses of competitors in target areas
- evaluate relative success of restaurant in local market
- where is there potential?
- what dining segments are not being well-served?
Square footage
- determine optimum square footage needed (range)
- including kitchen, dining room, storage
- rule of thumb is roughly 30 square feet per seat (total square footage)

Site/Planning

Site/Planning

Concept

Concept validation/testing
- interview potential customers on your concept plans

Concept

Determine name of restaurant


- trade name search (attorney)

Concept

Design/
Construction

Tenent rep broker


- secure service of a tenent rep broker to assist you in site selection
- find a broker with a specialty or focus on restaurant sites

Finalize concept
- menu, service, unique offerings, price range, ambiance, etc.
- draft concept statement fully describing concept
Ansul system
- what are local requirements

Page 32 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening

Startup Checklist

Category

Activity

Design/
Construction

Design/
Construction

Design/
Construction

FF&E

Equipment lists
- kitchen, bar, dining room, bar, office

FF&E

Lease or purchase kitchen equipment


- shop equipment leasing companies

Finance/Legal

Business plan
- complete business plan

Finance/Legal

Capital/construction/opening budget
- update projections with actual bids/current estimates

Finance/Legal

Personal financial statement


- prepare / update your personal financial statement

Operations

Site/Planning

Site/Planning

Building/fire/safety codes
- obtain all applicable code requirements

Site/Planning

Electrical service
- evaluate adequacy of available power

Site/Planning

Site/Planning

Site/Planning

Target
Completion
Date

Construction & development costs


- get estimates of buildout/construction costs from contractors

Responsible
Person/Party

Exits
- panic hardware requirements, emergency lighting
- fire code requirements
Handicap access/requirements

Visit restaurants with similar offerings


- take notes of good & bad items
Bar seating
- estimate potential for bar revenue
- balance with space/seating needed for dining room

Floor plan (existing space)


- obtain floor plan of space
- include layout of load-bearing (permanent) walls
Floor slope evaluation
- consider slope on handicap, OSHA requirements
- safety considerations for staff & guests
Lighting fixtures
- inspect interior & exterior lighting including parking lot

Page 33 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening
8

Startup Checklist

Category
Site/Planning

Site/Planning

Site/Planning

Site/Planning

Activity

Responsible
Person/Party

Target
Completion
Date

Liquor license
- know the process & cost of obtaining a liquor license
List of existing kitchen equipment
- obtain detailed list
- verify & evaluate condition
Number of tables/seats
- estimate potential seating/revenue potential of dining room
Parking
- is there adequate parking
- what is the ratio of seats to parking spaces, is there a local minimum
Sales to investment analysis
- estimate total capital costs & compare to projected annual sales
- goal is to have minimum 1.5 to 1 sales to investment ratio in leasehold
- goal is to have minimum 1 to 1 ratio when land & building is owned
- go to RestaurantOwner.com for more information

Site/Planning

Site/Planning

Traffic patterns
- evaluate adequacy of traffic flow (foot traffic, if applicable)

Site/Planning

Zoning requirements
- verity that there are no zoning problems with your concept/plans

Administration

Banking
- open construction/development account

Administration

Liquor license
- investigate application process/availability of liquor license

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Architectural/design
- review & approve
Builder's risk insursnce
Contractor
- select contractor
Demolition work
Design-Exterior
- siding, ramps, windows, awnings, lighting

Page 34 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening

Startup Checklist

Category

Activity

Responsible
Person/Party

Target
Completion
Date

Design-Interior
- kitchen, bar, dining room, bar, office, lighting

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

FF&E

Finance/Legal

Finance/Legal

Design/
Construction

Utilites billing changes


- change name/party responsible for utility bills
- electrical, gas, water

Design/
Construction

Utilities
- determine utility company options
- choose provider

General liability insurance


Patio / outside seating
- design, available seating, permits, w/w station, cost feasibility
Select architect/designer
Exterior signage
- get local code/permit/approval requirements
Buy-sell agreement
- attorney prepares if you have partners/investors
- consider insurance to fund
Landlord approvals
- determine what items require landlord approval
- plans, signage, other

Menu & recipes


- narrow menu offereings
- create & test recipes
- use distributor test kitchen if possible

Operations

Site/Planning

Cleanup required
- determine cost of cleanup/demolition prior to construction activities

Site/Planning

Gas main / lines


- adequate size, capacity, age, condition

Site/Planning

Health department
- verify no health-related conditions present that could pose problems

Site/Planning

HVAC system
- inspect/evaluate condition

Page 35 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening

Activity

Site/Planning

Site/Planning

Site/Planning

Sewer lines
- evaluate adequacy; size, capacity, age, condition

Site/Planning

Termite report
- have property inspected for termite/pest problems

Site/Planning

Site/Planning

Utility requirements
- verify no utility/capacity problems

Site/Planning

Water lines
- evaluate capacity, size, age, condition

Administration

6
6
6
6
6
6
6
6

Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction

Design/
Construction

Design/
Construction

Target
Completion
Date

Plans for location/site area


- inquire with local officials about proposed, planned projects in area
- road, water, sewer, drainage, commercial, residential, zoning changes

Startup Checklist

Category

Responsible
Person/Party

Roof inspection

Type of flooring

Federal ID number
- apply for
Acoustical ceilings
Air conditioning/circulation
Back door
- peep hole, buzzer for deliveries, emergency bar
Bathroom partitions & accessories
Burgler alarm system
Canopies & awnings
Carpentry
Carpet
Concrete
Construction timeline
- time for each phase, completion date
Design elements
- logo, colors, type style

Page 36 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening
6

Design/
Construction

Design/
Construction

6
6
6
6
6
6
6

Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction

Design/
Construction

Design/
Construction

6
6
6
6
6
6
6

Startup Checklist

Category

Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction

Design/
Construction

Design/
Construction

Activity

Responsible
Person/Party

Target
Completion
Date

Door locks
- deadbolts, re-key locks prior to opening
Door/exits hardware
- alarms, push bars, emergency escape
Doors & Windows
Doors, frames & hardware
Drywall
Electrical/Lighting
Exterior painting
Hardwood flooring
Interior painting
Kitchen fire control
- design & setup system
List of inspectors
- building, fire, electrical, plumbing, health
Masonry
Mechanical
Parking lot
- resurfacing, control access during construction
Paving
Plumbing
Resilient flooring
Roofing & waterproofing
Select contractor
- obtain bids
- contractor prepares timeline/critical path for completion
Smoke detectors
- wire to alarm system

Page 37 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening
6
6

Startup Checklist

Category
Design/
Construction
Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Site/Planning

Administration

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Design/
Construction

Finance/Legal

Ongoing Services

Activity

Responsible
Person/Party

Target
Completion
Date

Sound/music system
Specialty items
Sprinkler system
- obtain requirements
- have wired to alarm system
Steel/railings
Tile
- kitchen, bathrooms, dining areas, wall and floor
Site selection decision
- finalize site selection
Credit application sheet
- create for setting up new accounts, include references
Electrical service
- permits, procedures, plans, installation, inspection
Gas service
- permits, procedures, plans, installation, inspection
Grease trap
- permits, procedures, plans, installation, inspection
Landscaping
- design & bid contract
Lighting for parking lot
Waste water
- permits, procedures, plans, installation, inspection
Water service
- Permits, procedures, plans, installation, inspection
Tax ID numbers/accounts
- apply for federal, state unemployment insurance, state sales tax
Insurance agent
- building, general liability, liquor liability, workman's comp, group medical

Page 38 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening

Startup Checklist

Category

Activity

Responsible
Person/Party

Target
Completion
Date

Table mix & arrangement


- determine mix of 2 top, 4 top, round, booths
- determine booth / table positions, table numbers

Operations

Administration

Design/
Construction

FF&E

Food & Beverage

Marketing

Marketing

Banners
- NOW HIRING /COMING SOON / NOW OPEN

Operations

Hours of operation
- determine for each day/meal period

Operations

Vending machines
- cigarettes, pay phones, video games, other

Personnel

Liquor license
- apply for
- consider hiring firm to assist in processing application
Water quality
- test for hard water, take bids for water softening, filtration
Safe for office
- determine type, bid & order
List of available suppliers
- create list of suppliers for food, beverages & supplies
Menu boards & pictures
- determine type, design, order
- pictures of key menu items bundled with side & beverage

Employee benefits
- determine insurance coverage (medical, dental, life, disability) & eligibility
- vacation, meals, comps, tuition reimbursement, other
Employee job descriptions
- create for all staff & management positions
- download templates on RestaurantOwner.com

Personnel

Personnel

Management team
- start interviewing/selection process

Personnel

Organizational chart
- create organizational chart for restaurant

Smallwares /
Supplies

Uniforms
- finalize design; kitchen, service, bar, host staffs, managers

Page 39 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening

Startup Checklist

Category

Activity

Administration

Employee meal policy


- determine policy

Administration

Employee timekeeping system


- decide on stand alone, time cards, manual, POS

Design/
Construction

Design/
Construction

Design/
Construction

FF&E

Finance/Legal

Responsible
Person/Party

Target
Completion
Date

Cleaning crew
- bid & select vendor for initial & final clean
Exterior signage
- primary, handicap, reserved, valet, hours of operation, delivery times
Supplier, contractor, sub-contractor contacts
- create master phone & contact list with emergency numbers
Soda system installation
- select vendor & set up installation date
Line of credit
- set up working capital line of credit with bank

Beer
Food & Beverage - decide what bottled / draft beers to stock

Food & Beverage

Food inventory
- create master inventory list of all ingredients/products to stock
Liquor
Food & Beverage - determine well/premium/super premium brands

Food & Beverage

Liquor, beer & wine inventory


- create inventory worksheets for taking physical inventories
- download Inventory Worksheet template on RestaurantOwner.com
Price menu
Food & Beverage - determine final price points on all menu items

Food & Beverage

Food & Beverage

Food & Beverage

Standard recipe files


- begin building recipe binder & laminated recipe card for menu items
- prepare recipe cards for all batch recipes
Wine
- determine wines to stock
Wine list
- design & print
- include in main menu?

Page 40 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening
3

Marketing

Marketing

Marketing

Marketing

Activity

Local charities
- choose which charity(s) to support
- consider a "charity night" pre-opening party
Printing
- stationary, envelopes, labels, business cards
- invitations for opening parties
Public relations for opening
- hire local PR firm
- send out press releases to local media outlets
Yellow page ad
- determine if yellow page advertising makes sense
- inquire about timing of next printing cycle

Marketing

Ongoing Services

Ongoing Services

Hood/kitchen cleaning
- select approved vendor

Ongoing Services

Interior plant service


- select approved vendor

Ongoing Services

Landscaping/lawn services
- select approved vendor

Ongoing Services

Security guards
- determine if needed on certain nights/hours

Operations

Operations

Operations

Target
Completion
Date

Gift certificates
- design & print
- program gift certificate sales keys into POS (both sale & redemption)

Startup Checklist

Category

Responsible
Person/Party

Dining room cleaning


- carpet, flooring, rest rooms
- select outside vendor

Checklists
- prepare opening, closing, shift change checklists for all stations
- download checklist templates on RestaurantOwner.com
Guest (table ready) call system
- determine system to use
- pagers, sound system, other
Happy hour
- determine special, prices, food
- check state/local laws regarding happy hour/discount programs

Page 41 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening
3

Startup Checklist

Category
Operations

Operations

Operations

Operations

Operations

Operations

Operatons

Personnel

Personnel

Personnel

Personnel

Activity

Responsible
Person/Party

Target
Completion
Date

Menu analysis
- determine items for signature or high promotion status
- base decision on gross profit margin, ease of preparation, quality
Menu item cost
- calculate raw food cost on all menu items
- rank each categorie's items by gross profit margin
- does prime distributor have food management software if so, ask for assistance
Prep lists with pars
- create prep lists with par levels
Product specs
- create detailed product specs for all food products
- grade, size, packaging, brand, etc.
- ask your distributor for assistance
Reservation policy
- determine if you will take reservations or not
- consider "call in" program to place names on wait list only
Station setup sheets with pars
- for kitchen & dining room(s)
Customer comment cards
- design & print
- create procedures for receiving & responding
- download template on RestaurantOwner.com
Employee handbook
- create to document and communicate all employee & employment practices
- download template on RestaurantOwner.com
Employee training manuals
- create for all positions
- download templates on RestaurantOwner.com
Management training materials
- personnel hiring, training & management
- operations
- administrative
Master training schedule
- create schedule for staffing training leading up to opening day

Page 42 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening
3

Personnel

Personnel

Personnel

Technology

Technology

Activity

Staff pay scales


- determine starting pay scales for each position
- determine employee review/raise policies
Staffing needs
- determine number of new hires needed by position
- plan for turnover, hire 20% more than you think you need
POS phone line
- dedicated line for charge approvals
- tie into DSL/cable line
POS system
- list requirements
- download POS Evaluation Worksheet on Restaurantowner.com
- create list of brands/dealers used by other local operaters
- start evaluation/demonstration process
Website
- register domain name
- contact web design firm

Technology

Administration

Alcoholic beverage server certification


- determine requirements

Administration

Tax permits
- apply for Sales Tax ID (state, local)

Smallwares/
Supplies

Target
Completion
Date

Sidework procedures & schedules


- create server/front-of-house sidework checklists
- download template on RestaurantOwner.com

Startup Checklist

Category

Responsible
Person/Party

Dining room
- high chairs
- infant cradles
- booster seats
- water pitchers, wine carafes
- serving trays, tray stands

Page 43 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening

Smallwares/
Supplies

Activity

Target
Completion
Date

Bar
- blender
- ice machine
- glass washer
- shakers, strainers, spoons, bottle openers, corkscrew
- jiggers
- scoops
- bar mats
- pitchers
Communications/phone system
- phone lines for office, fax, kitchen, hostess station
- pagers, cell phones, fire & burglar alarms
- internet access, service provider

FF&E

FF&E

Interior signs
- menu boards, restrooms, fire exit, hand wash, wait to be seated

FF&E

Office equipment
- copier, fax, computer, printer, calculators

FF&E

Office furniture
- desk, chairs, filing cabinet, shelving

FF&E

Receiving scale
- minimum 200lb capacity

Startup Checklist

Category

Responsible
Person/Party

HACCAP training / certification


- determine local/state certification requirements
Food & Beverage
- arrange for manager/employee certification

Ongoing Services

Smallwares/
Supplies

Smallwares/
Supplies

Smallwares/
Supplies

Payroll processing
- outsource to ADP, Paychex, other
Dishroom items
- bus carts, bus tubs, glass racks, tray racks
- chemicals, detergents
Smallware & kitchen utensils
- source, specs, bid order
Tabletop items
- tableware, flatware, glassware, sugar caddies, table tents, vases
- salt & pepper shakers

Page 44 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening
2

Administration

Administration

Ongoing services

Operations

Personnel

Personnel

Technology

Activity

Payroll processing
- in-house, outsource to ADP, Paychex, outside accountant
Music
- Muzak, ASCAP, BMI (music licensing)
- satellite radio
Emergency exit procedures
- determine procedures, post maps
- discuss in safety meetings with staff
Employee recruiting
- newspaper ads, "NOW HIRING" banner
- recruiting missions
- word of mouth campaigns
- bonus for referrals
- plan for turnover, hire 20% more than you think you need
Pre-opening interview site
- trailer, temporary office
- equip with phone, furniture, hiring/selection forms
Computer software
- Microsoft office, scheduling, food management
POS system
- make POS decision
- set up menu items & prices
- decide on comps & discount categories
- set up essential reports

Technology

Administration

Credit card merchant accounts


- setup for MC/Visa, Amex, Discover, Others

Design/Constr.

Building & equipment plans


- retain full set of plans for operational files

Design/Constr.

Walk-through with contractor


- create initial punch list

FF&E

Target
Completion
Date

Banking
- open operating, payroll, reserve accounts
- order checks, deposit slips

Startup Checklist

Category

Responsible
Person/Party

Restrooms
- hand towel/dryer dispensers, soap dispensers, hand soap,
baby changing tables

Page 45 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening

Activity

Menus
Food & Beverage - covers & inserts, to-go, catering, children's

Ongoing Services

Chemicals
- select approved vendor

Ongoing Services

Grease trap
- select approved vendor

Monthly accounting
- determine monthly or 4-week cycle
Ongoing Services - use industry standard chart of accounts
- outside accounting service or in-house bookkeeper/accountant

Ongoing Services

Pest control
- select approved vendor

Ongoing Services

Trash disposal
- select approved vendor

Window washing
- do in-house or outsource
Ongoing Services
- select approved vendor

Operations

Operations

Operations

Target
Completion
Date

Knife & blade sharpening


- perform in-house
Ongoing Services
- use outside service

Startup Checklist

Category

Responsible
Person/Party

Operations

Operations

Bulletin board
- for employee schedule, mandadory postings
- choking poster
- emergency hospital & doctor numbers & instructions
Children's amenities
- menu, crayons, coloring book, high chairs, booster seats, balloons
Cleaning & maintenance schedules
- set up schedules & procedures
- download Cleaning Checklists on RestaurantOwner.com
Emergency numbers
- map, directions to hospital
- make arrangements with local doctor, clinic
Entertainment
- obtain permits if required
- create list of potential entertainers

Page 46 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening
2

Startup Checklist

Category
Operations

Operations

Personnel

Smallwares/
Supplies

Technology

Administration

Administration

Design/
Construction

Design/
Construction

Activity

Responsible
Person/Party

Target
Completion
Date

Floor maintenance
- get ongoing floor maintenance procedures
- purchase cleaning / polishing supplies
Valet parking
- valet stand
- key control system
- valet only parking area signs, cones
Food safety training
- purchase food safety training materials/videos
- contact state or National Restauant Association
Employee name tags
Phone on hold message
- select service provider
- message/music
Accounting software
- if accounting done in-house; Quickbooks, Peachtree, other
- format P&L consistent with NRA Uniform System of Accounts
Petty cash
- setup petty cash fund for cash payments
- create petty cash reimbursement form
Compressors & valves
- label and check for accessibility
Electrical labeling
- label switches, breakers and check for accessibility
Janitorial equipment
- wet floor signs, mops, buckets, vacuum
- trash cans, cordless dust pan

FF&E

Ongoing Services

Armored car service


- select approved vendor

Ongoing Services

Building & HVAC repairs


- select approved vendors

Ongoing Services

Dishwasher service
- select approved vendor

Page 47 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening
2

Startup Checklist

Category

Activity

Responsible
Person/Party

Target
Completion
Date

Laundry & linen


Ongoing Services - select approved vendor
Approved vendor list
- create Master Approved Vendor List
- include primary & backup vendors

Operations

Operations

Birthday specials
- determine policy, special desserts, b-day song, other

Operations

Seating chart & waitstaff sections


- create seating chart diagram with waitstaff sections
Assemble new employee materials
- application forms
- uniforms
- W-4, I-9 forms
- employee handbook, job descriptions
- orientation & training checklists
- check RestaurantOwner.com for forms & templates

Personnel

Personnel

Smallwares/
Supplies

Smallwares/
Supplies

Administration

Design/
Construction

Operations

Administration

Insurance
- verify with your agent that all policies are in force

Design/Constr.

Parking lot striping


- handicap space requirements

Employee files
- set up for employment application, status changes, other personnel records
First aid kit
- emergency burn kit
Tip trays, check presentation folders
- may be free from AMEX/MC or VISA
Deposit procedures
- armored car service or other
Inspections
- schedule for fire, health departments
Initial food, beverage & supplies orders
- determine quantities for training, mock shifts, pre-opening activities

Page 48 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening

Activity

FF&E

FF&E

Equipment tests
- test each piece with supplier prior to training

FF&E

Kitchen clock
- purchase & install

FF&E

Kitchen tools/toolkit
- purchase & designate location store

Target
Completion
Date

Emergency equipment procedures


- determine emergency shut-off steps
- label equipment

Startup Checklist

Category

Responsible
Person/Party

Initial food order


- prepare & place initial order
Food & Beverage - request free samples from suppliers to test
- have sufficient quantites for testing & training
Photographs of menu items
Food & Beverage - for display in kitchen area

Marketing

Personnel

Smallwares/
Supplies

Smallwares/
Supplies

Technology

Administration

Design/
Construction

Opening party(s)
- press event, VIPs, contractors & suppliers
- create guest lists, send invitations
OSHA
- review OSHA standards with managers
Initial chemicals order
- degreasers, drain treatment
- disinfectants, sanitizers
- floor care solutions
- handcare
- cleaners for dishroom/restroom/dining room
Linen
- table cloths, napkins, bar & kitchen towels
Internet service provider
- DSL or cable
Bank supplies
- deposit stamp & pad, deposit bags, deposit slips
Alarm system
- install & inspect

Page 49 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening

Startup Checklist

Category

Design/
Construction

Design/
Construction

FF&E

FF&E

FF&E

Operations

Operations

Personnel

Personnel

Personnel

Personnel

Smallwares/
Supplies

Smallwares/
Supplies

Activity

Responsible
Person/Party

Target
Completion
Date

Beverage service
- set up installation of post mix system, coffee, iced tea
Fire extinguishers
- install with visible operating instructions
Ansul system
- inspect
R&M binder for all equipment
- prepare repair & maintenance binder for operating instructions, manuals
- mail in warranty cards
Storage shelves
- clean, organize & label; walk-in, freezer, dry storage
Order & delivery schedule
- prepare weekly schedule with each vendor's order & deliver dates
- download "Ordering & Receiving Schedule" template on RestaurantOwner.com
Padlocks for cooler doors
- create control system for access & keys
- limit access to storage rooms to deliveries & requisition into production
Alcoholic beverage server certification
- determine state/local requirements
- assign employee(s) for certification course
HACCAP training / certification
- assign employee(s) for certification course
Safety checklist & audit
- create safety checklist & perform safety audit
- download Safety Checklist template on RestaurantOwner.com
Wine training program
- arrange for wine supplier to provide
Initial paper good order
- napkins, take-out, delivery, coasters, doggie bags
- straws, cups, lids
- filters, butcher pager
- patty paper, food wrap film, aluminum foil
Janitorial supplies
- carpet, tile, floor cleaner, spot remover
- gum solvent, liquid hand soap, paper towels, toilet paper

Page 50 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening

Startup Checklist

Category

Activity

Responsible
Person/Party

Target
Completion
Date

POS/register
- set up installation & training

Technology

Administration

Accounting/bookkeeping system
- have CPA review sales, deposit, payroll and accounts payable system

Administration

Permits, licenses, inspections, approvals


- verify that licenses, etc. have been secured

Design/
Construction

Design/
Construction

FF&E

FF&E

FF&E

FF&E

FF&E

Food & Beverage

Operations

Deposit bags
- obtain from bank

Operations

Hostess stand supplies


- reservation book, call clock, pencils, notebooks, kid's stuff

Operations

Personnel

Personnel

Administration

Exterior signage light timer


- set light timer
Update construction punch list
Calibrate temperatures on equipment
- fryers, griddle, oven, stove, other
Check walk-in & refrigeration temperatures
Clean & sanitize walk-in, freezer
Receive furniture
- tables, chairs, desk tops, benches, patio furniture
Test all equipment
Initial alcoholic beverage order
- prepare & place initial order

Light levels
- determine for each meal period
- label light switches
Begin staff training
Safety & first aid training
- conduct training program for all employees
Initial change order
- get change & small bills from bank

Page 51 of 75

Restaurant Startup Checklist


Countdown to Opening
Months
Before
Opening
1

Administration

Administration

Design/Constr.

Design/
Construction

Design/
Construction

Design/
Construction

FF&E

FF&E

FF&E

FF&E

FF&E

Operations

Startup Checklist

Category

Operations

Operations

Personnel

Personnel

Ongoing Services

Activity

Responsible
Person/Party

Target
Completion
Date

POS/merchant accounts
- test credit card approval/processing
Receive certificate of occupancy
Continue construction punch list
Exterior cleanup
- parking lot, landscaping, building, windows
Final clean
- interior & exterior of building
Wash windows
Complete equipment warranty cards
Final clean all equipment
Hang pictures, wall decore
Install interior plants
Run ice machine
- empty/sanitize/refill
- find ice company for backup
Change order
- prepare initial change order; change & small bills
Check inventory levels
- on all food, beverage, paper & supplies
- prepare orders for opening week
Opening inventory
- take full physical inventory on all food & beverage items night before opening
- necessary to calculate accurate food & beverage costs after opening
Conduct practice runs/mock service
- full dress with uniforms
Finalize opening week employee schedules
- staff heavy
- plan for turnover, no-shows
Equipment repairs
- select approved vendors

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