Escolar Documentos
Profissional Documentos
Cultura Documentos
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!
We recommend that you work on each worksheet in the order in which it appears in the tabs below, from l
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
Category
Activity
11
Administration
10
Administration
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
Target
Completion
Date
Status/Date Competed
Liquor license
- apply for
- consider hiring firm to assist in processing application
Administration
Administration
Administration
Administration
Administration
Tax permits
- apply for Sales Tax ID (state, local)
Administration
Administration
Payroll processing
- in-house, outsource to ADP, Paychex, outside accountant
Administration
Administration
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
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
Administration
Administration
POS/merchant accounts
- test credit card approval/processing
Administration
Administration
Administration
Administration
Administration
Administration
Administration
Page 4of 75
Category
Activity
Responsible
Person/Party
Target
Completion
Date
Status/Date Competed
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
Concept
Development
Concept
Development
Concept
Development
Concept
Development
Page 5of 75
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
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
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
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
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
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
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
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
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
Page 10of 75
Category
Activity
FF&E
FF&E
Equipment lists
- kitchen, bar, dining room, bar, office
FF&E
FF&E
Exterior signage
- get local code/permit/approval requirements
FF&E
FF&E
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
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
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
FF&E
FF&E
Storage shelves
- clean, organize & label; walk-in, freezer, dry storage
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
Page 12of 75
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
Target
Completion
Date
Financing
- investigate potential sources for startup capital
- savings, family, friends, banks, SBA, investors
12
11
Responsible
Person/Party
Page 13of 75
Category
Activity
Finance/Legal
Capital/construction/opening budget
- update projections with actual bids/current estimates
Finance/Legal
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
Page 14of 75
Category
Activity
Beer
Food & Beverage - decide what bottled / draft beers to stock
Food inventory
- create master inventory list of all ingredients/products to stock
Liquor
Food & Beverage - determine well/premium/super premium brands
Responsible
Person/Party
Target
Completion
Date
Status/Date Competed
Menus
- covers & inserts, to-go, catering, children's
Page 15of 75
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
Page 16of 75
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
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
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
Window washing
- do in-house or outsource
- select approved vendor
Page 17of 75
Category
Activity
Ongoing Services
Ongoing Services
Dishwasher service
- select approved vendor
Ongoing Services
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
Page 18of 75
Category
Operations
Operations
Activity
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
Status/Date Competed
Operations
Operations
Target
Completion
Date
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
Category
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Activity
Target
Completion
Date
Status/Date Competed
Operations
Operations
Operations
Birthday specials
- determine policy, special desserts, b-day song, other
Operations
Operations
Responsible
Person/Party
Page 20of 75
Category
Activity
Operations
Operations
Operations
Deposit bags
- obtain from bank
Operations
Operations
Operations
Operations
Operations
Operations
Target
Completion
Date
Status/Date Competed
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
Page 21of 75
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
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 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
Category
Personnel
Personnel
Activity
Responsible
Person/Party
Target
Completion
Date
Status/Date Competed
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
Personnel
Personnel
Personnel
Page 23of 75
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
Status/Date Competed
Facility requirements
- how much space, seats, parking will you need
Site/Planning
Site/Planning
Target
Completion
Date
Responsible
Person/Party
Page 24of 75
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
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
Responsible
Person/Party
Type of flooring
Page 25of 75
Category
Activity
Site/Planning
Utility requirements
- verify no utility/capacity problems
Site/Planning
Water lines
- evaluate capacity, size, age, condition
Site/Planning
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
Page 26of 75
Category
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
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
Category
Smallwares/
Supplies
Smallwares/
Supplies
Activity
Responsible
Person/Party
Target
Completion
Date
Status/Date Competed
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Page 28of 75
Category
Technology
Technology
Technology
Technology
Activity
Responsible
Person/Party
Target
Completion
Date
Status/Date Competed
Technology
Technology
Technology
Technology
POS/register
- set up installation & training
Technology
Technology
Technology
Technology
Technology
Technology
Page 29of 75
Startup Checklist
Category
Activity
12
Concept
12
Concept
Local market
- look for opportunities, concept gaps in your market
12
Concept
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
11
Concept
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
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
10
Administration
Page 30 of 75
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
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Startup Checklist
Category
Marketing
Site/Planning
Activity
Responsible
Person/Party
Target
Completion
Date
Site/Planning
Site/Planning
Concept
Concept validation/testing
- interview potential customers on your concept plans
Concept
Concept
Design/
Construction
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
Startup Checklist
Category
Activity
Design/
Construction
Design/
Construction
Design/
Construction
FF&E
Equipment lists
- kitchen, bar, dining room, bar, office
FF&E
Finance/Legal
Business plan
- complete business plan
Finance/Legal
Capital/construction/opening budget
- update projections with actual bids/current estimates
Finance/Legal
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
Responsible
Person/Party
Exits
- panic hardware requirements, emergency lighting
- fire code requirements
Handicap access/requirements
Page 33 of 75
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
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
Design/
Construction
Utilities
- determine utility company options
- choose provider
Operations
Site/Planning
Cleanup required
- determine cost of cleanup/demolition prior to construction activities
Site/Planning
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
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
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
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
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
Startup Checklist
Category
Activity
Responsible
Person/Party
Target
Completion
Date
Operations
Administration
Design/
Construction
FF&E
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
Startup Checklist
Category
Activity
Administration
Administration
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 inventory
- create master inventory list of all ingredients/products to stock
Liquor
Food & Beverage - determine well/premium/super premium brands
Page 40 of 75
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
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
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
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
Personnel
Personnel
Personnel
Technology
Technology
Activity
Technology
Administration
Administration
Tax permits
- apply for Sales Tax ID (state, local)
Smallwares/
Supplies
Target
Completion
Date
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
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
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
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
Design/Constr.
Design/Constr.
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
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
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
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
Ongoing Services
Ongoing Services
Dishwasher service
- select approved vendor
Page 47 of 75
Startup Checklist
Category
Activity
Responsible
Person/Party
Target
Completion
Date
Operations
Operations
Birthday specials
- determine policy, special desserts, b-day song, other
Operations
Personnel
Personnel
Smallwares/
Supplies
Smallwares/
Supplies
Administration
Design/
Construction
Operations
Administration
Insurance
- verify with your agent that all policies are in force
Design/Constr.
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
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
Startup Checklist
Category
Responsible
Person/Party
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
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
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
Design/
Construction
Design/
Construction
FF&E
FF&E
FF&E
FF&E
FF&E
Operations
Deposit bags
- obtain from bank
Operations
Operations
Personnel
Personnel
Administration
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
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
Page 52 of 75
Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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Status/Date Competed
Startup Checklist
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