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Restaurant Opening Checklist
Description
Instructions
Before you begin editing create a working copy by saving this workbook locally
We suggest working primarily in the "Category" worksheet
Use the "Month" worksheet as a timeline reference for specific tasks
Notes
All worksheets are preformatted to print Landscape
There are at least five blank rows inserted within each category for additional items (print layout will be maintained)
Although every restaurant opening is different, and brings with it its own unique set of challenges, a reference document is necessary to keep the process in order. This checklist was created to help you anticipate and prepare for the major tasks and decisions that need to be addressed in the year preceding your opening. You will almost certainly run into concept and site specific issues that are not addressed on this checklist. Please add to this list accordingly and let us know what was missing so we can continue to make this resource as robust as possible.
If you have any questions please email info@myfirstrestaurant.com with Subject: Restaurant Opening Checklist
If you found this resource valuable please visit us at www.myfirstrestaurant.com and leave a comment there
MyFirstRestaurant Restaurant Opening Checklist Page 3of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Administration 12
Administration 11
Administration 10
Administration 7
Administration 7
Administration 6 apply for an Employer Identification Number (EIN)
Administration 5
Administration 4
Administration 3
Administration 2
Administration 2
Administration 2
Administration 2
Administration 2
begin interviewing professional service providers - attorney, accountant, architect, designer, insurance agent, real estate broker
collect information on required permits and licenses - health dept, business license, liquor license, other
identify insurance needs - building, liability, workers comp, other
banking - open and fund construction account
liquor license - investigate application process/availability of license
create a credit application sheet for vendors - include references
liquor license - apply for - hiring professional assistance if necessary
timekeeping system - decide on system type (time cards, manual, POS)
alcoholic beverage server certification - determine requirements
banking - open operating, payroll, reserve accounts - order checks, deposit slips
payroll processing - select vendor and open account
credit card merchant accounts - select vendor and open account setup for MC/Visa, Amex, Discover, Others
accounting software - select in-house accounting software - format chart of accounts consistent with industry standards
MyFirstRestaurant Restaurant Opening Checklist Page 4of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Administration 2
Administration 2
Administration 2
Administration 1
Administration 1
Administration 1
Administration 1
Administration 1
Administration 1
Administration
Administration
Administration
Administration
Administration
Administration
Administration
petty cash - setup petty cash fund for cash payments - create petty cash reimbursement form
deposit procedures - set up processes, pick ups, drops, etc
insurance - verify with your agent that all policies are ready to go live
bank supplies - deposit stamp, deposit bags, deposit slips
accounting/Bookkeeping - have CPA review sales, deposit, payroll,etc before launch
permits, licenses, inspections, approvals - verify that all required licenses have been secured
cash tills - get change & small bills from bank
POS/Merchant accounts - test credit card approval/processing
receive final certificate of occupancy
MyFirstRestaurant Restaurant Opening Checklist Page 5of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Administration
Administration
12
12
12
11
11
10
9
8
8
8
Concept Development
research successful concepts - collect info on appealing concepts
Concept Development
research market - look for opportunities or concept gaps
Concept Development
research competitive landscape - which concepts are most successful
Concept Development
determine menu price range - study price points of restaurants in your area
Concept Development
preliminary food & bar menus - begin collecting menu/recipe ideas
Concept Development
continue to define concept - type of service, price range, menu
Concept Development
differentiation - determine your unique selling proposition
Concept Development
concept validation/testing - interview potential customers
Concept Development
determine restaurant name - do a trade name search to confirm availability
Concept Development
finalize concept - draft concept statement fully describing concept
Concept Development
Concept Development
Concept Development
Concept Development
MyFirstRestaurant Restaurant Opening Checklist Page 6of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
12
11
10
10
10
10
10
9
9
9
Concept Development
Concept Development
Concept Development
Design & Construction
market research - study local markets - create list of the most promising areas
Design & Construction
graphic artist - find a graphic artist to work with
Design & Construction
determine facility requirements - overall square footage needs, seats, parking, etc
Design & Construction
site selection criteria - determine site criteria - demographics - number of seats - traffic count - overall space requirements
Design & Construction
architect - check references, create short list of quality firms
Design & Construction
general contractors - check references, create short list of quality firms
Design & Construction
design firms - check references, create short list of quality firms
Design & Construction
competitive analysis - examine strengths & weaknesses of competitors - evaluate relative success of restaurant in local market - what dining segments are not being well-served
Design & Construction
square footage - determine optimum square footage needed - include kitchen, dining room, storage
Design & Construction
find a real estate broker - find a broker with a specialty or focus on restaurant sites
MyFirstRestaurant Restaurant Opening Checklist Page 7of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
8
8
8
8
8
8
8
8
8
8
8
8
8
8
8
Design & Construction
health department - verify no health-related conditions present that could pose problems
Design & Construction
ansul system - research local requirements
Design & Construction
construction costs - get estimates for build out from several contractors
Design & Construction
handicap access/requirements
Design & Construction
bar seating - estimate potential bar revenue - preliminary layout of bar
Design & Construction
building/fire/safety codes - make list of all applicable code requirements
Design & Construction
electrical service - evaluate adequacy of available power for equipment needs
Design & Construction
floor plan - obtain or create a floor plan of existing space - specifically include load-bearing walls
Design & Construction
floor slope evaluation - consider slope on handicap ramp OSHA requirements - safety considerations for staff & guests
Design & Construction
lighting fixtures - inspect interior & exterior lighting including parking lot
Design & Construction
list of existing kitchen equipment - obtain detailed list - evaluate condition
Design & Construction
conduct a roof inspection
Design & Construction
sewer lines - evaluate adequacy; size, capacity, age, condition
Design & Construction
termite report - have property inspected for termite/pest problems
Design & Construction
number of tables/seats - estimate potential seating/revenue potential of dining room
MyFirstRestaurant Restaurant Opening Checklist Page 8of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
8
8
8
8
7
7
7
7
7
7
7
7
7
7
7
7
7
Design & Construction
parking lot - is there adequate parking - what is the ratio of seats to parking spaces, is there a local minimum
Design & Construction
traffic patterns - evaluate adequacy of traffic flow around and through space
Design & Construction
zoning requirements - verity that there are no zoning problems with your concept/plans
Design & Construction
select architect/designer
Design & Construction
architectural/design - review & approve
Design & Construction
secure builder's risk insurance
Design & Construction
contractor - select a contractor
Design & Construction
waste water - permits, procedures, plans, installation, inspection
Design & Construction
water service - permits, procedures, plans, installation, inspection
Design & Construction
electrical service - permits, procedures, plans, installation, inspection
Design & Construction
gas service - permits, procedures, plans, installation, inspection
Design & Construction
grease trap - permits, procedures, plans, installation, inspection
Design & Construction
construction timeline - time for each phase, completion date
Design & Construction
start demolition work
Design & Construction
design-exterior - siding, ramps, windows, awnings, lighting
Design & Construction
design-interior - kitchen, bar, dining room, bar, office, lighting
Design & Construction
secure general liability insurance
MyFirstRestaurant Restaurant Opening Checklist Page 9of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
7
7
7
7
7
6
6
6
6
6
6
6
6
6
6
6
6
6
Design & Construction
outside seating - design, available seating, permits, w/w station, cost feasibility
Design & Construction
utilities - determine utility company options - choose provider
Design & Construction
gas lines - adequate size, capacity, age, condition
Design & Construction
HVAC system - inspect/evaluate condition
Design & Construction
select type of flooring
Design & Construction
acoustical ceilings
Design & Construction
air conditioning/circulation
Design & Construction
address back door - peep hole, buzzer for deliveries, emergency bar
Design & Construction
bathroom partitions & accessories
Design & Construction
burglar alarm system
Design & Construction
order canopies & awnings
Design & Construction
begin carpentry
Design & Construction
apply design elements - logo, colors, type style
Design & Construction
door locks - deadbolts, re-key locks prior to opening
Design & Construction
door/exits hardware - alarms, push bars, emergency escape
Design & Construction
doors, frames & hardware
Design & Construction
drywall
Design & Construction
electrical/lighting
MyFirstRestaurant Restaurant Opening Checklist Page 10of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
6
7
6flooring install
6
6
6
6
6
6
6
6
6
6
6
6
5
5
Design & Construction
exterior painting
Design & Construction
Interior painting
Design & Construction
Design & Construction
kitchen fire control - design & setup system
Design & Construction
masonry
Design & Construction
mechanical
Design & Construction
parking lot - resurfacing, control access during construction
Design & Construction
paving
Design & Construction
plumbing
Design & Construction
roofing & waterproofing
Design & Construction
sprinkler system - obtain requirements - have wired to alarm system
Design & Construction
smoke detectors - wire to alarm system
Design & Construction
sound/music system
Design & Construction
steel/railings
Design & Construction
begin through list of inspectors - building, fire, electrical, plumbing, health
Design & Construction
fire extinguishers - install with visible operating instructions
Design & Construction
landscaping - design & bid contract
MyFirstRestaurant Restaurant Opening Checklist Page 11of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
5
3
3
3
2
2
2
2
1
1
1
1
1
Design & Construction
lighting for parking lot
Design & Construction
cleaning crew - bid & select vendor for initial & final clean
Design & Construction
exterior signage - primary, handicap, reserved, valet, hours of operation, delivery times
Design & Construction
supplier, contractor, sub-contractor contacts - create master phone & contact list with emergency numbers
Design & Construction
electrical labeling - label switches, breakers and check for accessibility
Design & Construction
inspections - schedule for fire, health departments, other
Design & Construction
building & equipment plans - retain full set of plans for operational files
Design & Construction
walk-through with contractor - create initial punch list
Design & Construction
beverage service - set up installation of post mix system, coffee, iced tea
Design & Construction
update construction punch list
Design & Construction
exterior cleanup - parking lot, landscaping, building, windows
Design & Construction
final clean - interior & exterior of building
Design & Construction
wash windows
Design & Construction
Design & Construction
Design & Construction
Design & Construction
MyFirstRestaurant Restaurant Opening Checklist Page 12of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
9
8
8
4
3
2
2
2
2
2
Design & Construction
Design & Construction
Design & Construction
Design & Construction
Design & Construction
Design & Construction
Furniture, Fixtures & Equipment
preliminary equipment requirements - create a list of the equipment needed
Furniture, Fixtures & Equipment
equipment lists - kitchen, bar, dining room, bar, office
Furniture, Fixtures & Equipment
lease or purchase kitchen equipment - shop equipment leasing companies
Furniture, Fixtures & Equipment
safe for office - determine type & order
Furniture, Fixtures & Equipment
soda system installation - select vendor & set up installation date
Furniture, Fixtures & Equipment
phone system - phone lines for office, fax, kitchen, hostess station - pagers, cell phones, fire & burglar alarms - internet access, service provider
Furniture, Fixtures & Equipment
interior signs - menu boards, restrooms, fire exit, hand wash, wait to be seated
Furniture, Fixtures & Equipment
office equipment - copier, fax, computer, printer, calculators
Furniture, Fixtures & Equipment
office furniture - desk, chairs, filing cabinet, shelving
Furniture, Fixtures & Equipment
secure a receiving scale
MyFirstRestaurant Restaurant Opening Checklist Page 13of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
2
2
1
1
1
1
1
1
1
1
1
1
1
1
1
1
Furniture, Fixtures & Equipment
restrooms - hand towel/dryer dispensers, soap dispensers, hand soap, baby changing tables
Furniture, Fixtures & Equipment
janitorial equipment - wet floor signs, mops, buckets, vacuum - trash cans, cordless dust pan
Furniture, Fixtures & Equipment
emergency equipment procedures - determine emergency shut-off steps - label equipment
Furniture, Fixtures & Equipment
equipment tests - test each piece with supplier prior to training
Furniture, Fixtures & Equipment
kitchen clock - purchase & install
Furniture, Fixtures & Equipment
kitchen toolkit - purchase & designate location store
Furniture, Fixtures & Equipment
ansul system - reinspect
Furniture, Fixtures & Equipment
repair and maint binder for all equipment - prepare repair & maintenance binder for operating instructions, manuals - mail in warranty cards
Furniture, Fixtures & Equipment
storage shelves - clean, organize & label; walk-in, freezer, dry storage
Furniture, Fixtures & Equipment
calibrate temperatures on equipment - fryers, griddle, oven, stove, other
Furniture, Fixtures & Equipment
check walk-in & refrigeration temperatures
Furniture, Fixtures & Equipment
final clean & sanitize walk-in, freezer
Furniture, Fixtures & Equipment
receive furniture - tables, chairs, desk tops, benches, patio furniture
Furniture, Fixtures & Equipment
test all equipment
Furniture, Fixtures & Equipment
complete equipment warranty cards
Furniture, Fixtures & Equipment
final clean all equipment
MyFirstRestaurant Restaurant Opening Checklist Page 14of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
1
1
Legal & Finance 12
Legal & Finance 12
Legal & Finance 12
Legal & Finance 11
Legal & Finance 10
Legal & Finance 9
Legal & Finance 9
Furniture, Fixtures & Equipment
hang pictures, wall decor
Furniture, Fixtures & Equipment
run ice machine - empty/sanitize/refill - find ice company for backup
Furniture, Fixtures & EquipmentFurniture, Fixtures & EquipmentFurniture, Fixtures & EquipmentFurniture, Fixtures & EquipmentFurniture, Fixtures & Equipment
financing - investigate potential sources for startup capital - savings, family, friends, banks, SBA, investors
business plan - begin drafting your business plan
capital/construction/opening budget - estimate total startup cost of project through opening day - incorporate this into business plan
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
attorney - find firms with restaurant experience - get & check references
business entity - consider corporation, LLC, partnership, limited partnership - seek guidance from CPA/attorney
MyFirstRestaurant Restaurant Opening Checklist Page 15of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Legal & Finance 9
Legal & Finance 9
Legal & Finance 9
Legal & Finance 8
Legal & Finance 8
Legal & Finance 8
Legal & Finance 8
Legal & Finance 7
Legal & Finance 7
Legal & Finance 3
Legal & Finance
Legal & Finance
Legal & Finance
Legal & Finance
list work history - prepare and include in business plan
review financial projections - have accountant review - have experienced restaurant professionals review your financials
select attorney - draft/file corporate documents - review/negotiate lease agreement
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
business plan - complete business plan
capital/construction/opening budget - update projections with actual bids/current estimates
personal financial statement - prepare / update your personal financial statement
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
line of credit - set up working capital line of credit with bank
MyFirstRestaurant Restaurant Opening Checklist Page 16of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Legal & Finance
Legal & Finance
Legal & Finance
Legal & Finance
Legal & Finance
Legal & Finance
Legal & Finance
Food & Beverage 4
Food & Beverage 3
Food & Beverage 3
Food & Beverage 3
Food & Beverage 3
Food & Beverage 3
Food & Beverage 3
Food & Beverage 3
Food & Beverage 2
Food & Beverage 2
draft list of available suppliers - create list of suppliers for food, beverages & supplies
beer - decide what beers to stock
food inventory - create master inventory list of all ingredients/products to stock
liquor - determine well/premium/super premium brands
liquor, beer & wine inventory - create inventory worksheets for taking physical inventories
price menu - determine final price points on all menu items
kitchen bible - begin building recipe binder & laminated recipe card for menu items - prepare recipe cards for all batch recipes
wine list - design & print - include in main menu
HACCAP training - determine local/state certification requirements - arrange for manager/employee certification
menus - covers & inserts, to-go, catering, children's
MyFirstRestaurant Restaurant Opening Checklist Page 17of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Food & Beverage 1
Food & Beverage 1
Food & Beverage 1
Food & Beverage
Food & Beverage
Food & Beverage
Food & Beverage
Food & Beverage
Marketing 9
Marketing 4
Marketing 4
Marketing 3
Marketing 3
Marketing 3
Marketing 3
initial food order - prepare & place initial order - request free samples from suppliers to test - have sufficient quantities for training
take photographs of menu items - for display in kitchen area
initial alcohol order - prepare & place initial order
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
order banners - NOW HIRING /COMING SOON / NOW OPEN
gift certificates - design & print - program gift certificate sales keys into POS
local charities - choose which to support
printing - stationary, envelopes, labels, business cards - invitations for opening parties
public relations for opening - send out press releases to local media outlets
MyFirstRestaurant Restaurant Opening Checklist Page 18of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Marketing 1
Marketing
Marketing
Marketing
Marketing
Marketing
Marketing
Marketing
Operations 8
Operations 7
Operations 5
Operations 5
Operations 4
Operations 3
Operations 3
opening party(s) - press event, VIPs, contractors & suppliers - create guest lists, send invitations
visit restaurants with similar offerings - take notes
menu & recipes - narrow menu offerings - test recipes - use test kitchen
table mix & arrangement - determine mix of 2 top, 4 top, round, booths - determine table positions and numbers
insurance - general liability, liquor liability, worker's comp, group medical
hours of operation - determine for each day
checklists - prepare opening, closing, shift change checklists for all stations
guest call system - determine system to use - pagers, sound system, other
MyFirstRestaurant Restaurant Opening Checklist Page 19of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Operations 3
Operations 3
Operations 3
Operations 3
Operations 3
Operations 3
Operations 3
Operations 3
Operations 3
Operations 3
Operations 2
Operations 2
Operations 2
Operations 2
happy hour - determine special, prices, food - check state/local laws regarding happy hour/discount programs
menu analysis - calculate raw food cost on all menu items - rank items by gross profit margin
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.
create reservation policy - consider program to place names on wait list only
station setup sheets with pars - for kitchen & dining room
customer comment cards - design & print - create procedures for receiving & responding
dining room cleaning - carpet, flooring, rest rooms - select outside vendor
hood/kitchen cleaning - select approved vendor
landscaping/lawn services - select approved vendor
emergency exit procedures - determine procedures, post maps - discuss in safety meetings with staff
bulletin board - for employee schedule, mandatory postings
children's amenities - menu, crayons, coloring book, high chairs, booster seats, balloons
cleaning & maintenance schedules - set up schedules & procedures
MyFirstRestaurant Restaurant Opening Checklist Page 20of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Operations 2
Operations 2
Operations 2
Operations 2
Operations 2
Operations 2
Operations 2
Operations 2
Operations 2
Operations 2
Operations 2
Operations 2
Operations 2
Operations 2
emergency numbers - map, directions to hospital - make arrangements with local clinic
entertainment - obtain permits if required - create list of potential entertainers
floor maintenance - ongoing floor maintenance procedures - purchase cleaning / polishing supplies
valet parking - valet stand - key control system
approved vendor list - create master list - include primary & backup vendors
birthday specials - determine policy, special desserts, b-day song, other
seating chart - create seating chart diagram with wait staff sections
initial food, beverage & supplies orders - determine quantities for training, mock shifts, pre-opening activities
payroll processing - outsource to ADP, Paychex, other
music - satellite radio
chemicals - select approved vendor
grease trap - select approved vendor
knife & blade sharpening - perform in-house or use outside service
monthly accounting - determine cycle - use industry standard chart of accounts - outside accounting service or in-house bookkeeper
MyFirstRestaurant Restaurant Opening Checklist Page 21of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Operations 2
Operations 2
Operations 2
Operations 2
Operations 2
Operations 1
Operations 1
Operations 1
Operations 1
Operations 1
Operations 1
Operations 1
Operations 1
Operations
pest control - select approved vendor
trash disposal - select approved vendor
window washing - do in-house or outsource - select approved vendor
building repairs - select approved vendors
laundry & linen - select approved vendor
order & delivery schedule - prepare weekly schedule with each vendor's order & deliver dates
padlocks for cooler doors - create control system for access & keys - limit access to storage rooms to deliveries & requisition into production
deposit bags - obtain from bank
hostess stand supplies - reservation book, call clock, pencils, notebooks, kid's stuff
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
MyFirstRestaurant Restaurant Opening Checklist Page 22of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Personnel 4
Personnel 4
Personnel 4
Personnel 4
Personnel 3
Personnel 3
employee benefits - determine insurance coverage - vacation, meals, comps, tuition reimbursement, other
employee job descriptions - create for all staff & management positions
management team - start interviewing/selection process
organizational chart - create organizational chart for restaurant
employee handbook - create to document and communicate all employee & employment practices
employee training manuals - create for all positions
MyFirstRestaurant Restaurant Opening Checklist Page 23of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Personnel 3
Personnel 3
Personnel 3
Personnel 3
Personnel 3
Personnel 2
Personnel 2
Personnel 2
Personnel 2
Personnel 2
Personnel 1
Personnel 1
Personnel 1
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
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 - recruiting - word of mouth - bonus for referrals - plan for turnover
pre-opening interview site - 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 checklistsemployee files - set up for employment application, status changes, other personnel records
OSHA - review OSHA standards with managers
alcoholic beverage server certification - determine state/local requirements - assign employee(s) for certification course
HACCAP training / certification - assign employee(s) for certification course
MyFirstRestaurant Restaurant Opening Checklist Page 24of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Personnel 1
Personnel 1
Personnel 1
Personnel 1
Personnel 1 conduct a mock service
Personnel 1
Personnel
Personnel
Personnel
Personnel
Personnel
Supplies 3
Supplies 2
Supplies 2
Supplies 2
safety checklist & audit - create safety checklist & perform safety audit
wine training program - arrange for wine supplier to providebegin staff training
safety & first aid training - conduct training program for all employees
finalize opening week employee schedules - overstaff - plan for turnover
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 - booster seats - serving trays, tray stands
MyFirstRestaurant Restaurant Opening Checklist Page 25of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Supplies 2
Supplies 2
Supplies 2
Supplies 2
Supplies 1
Supplies 1
Supplies 1
Supplies 1
Supplies
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
first aid kit - emergency burn kit
tip trays, check presentation folders
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
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
MyFirstRestaurant Restaurant Opening Checklist Page 26of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Supplies
Supplies
Supplies
Supplies
Supplies
Supplies
Supplies
Supplies
Supplies
Supplies
Supplies
Technology 4
Technology 3
Technology 3
POS system - list requirements - start evaluation/demonstration process
POS system - make POS decision - set up menu items & prices - decide on comps & discount categories - set up essential reports
POS phone line - dedicated line for charge approvals
MyFirstRestaurant Restaurant Opening Checklist Page 27of 47
Restaurant Opening Checklist
Sorted by Category
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
Technology 3
Technology 2
Technology 2
Technology 1
Technology 1
Technology
Technology
Technology
Technology
Technology
website - register domain name - contact web design firm
computer software - office, scheduling, food management
phone on hold message - select service provider - message/music
internet service provider
POS - set up installation & /register
MyFirstRestaurant Restaurant Opening Checklist Page 28of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party Status
12 Administration
12 Legal & Finance
12 Legal & Finance
12 Legal & Finance
12
12
12
12
11 Administration
11
11
11 Legal & Finance
11
10
Months Prior To Opening
TargetedCompletion
Datebegin interviewing professional service providers - attorney, accountant, architect, designer, insurance agent, real estate broker
business plan - begin drafting your business plan
capital/construction/opening budget - estimate total startup cost of project through opening day - incorporate this into business plan
financing - investigate potential sources for startup capital - savings, family, friends, banks, SBA, investors
Design & Construction
market research - study local markets - create list of the most promising areas
Concept Development
research competitive landscape - which concepts are most successful
Concept Development
research market - look for opportunities or concept gaps
Concept Development
research successful concepts - collect info on appealing concepts
collect information on required permits and licenses - health dept, business license, liquor license, other
Concept Development
determine menu price range - study price points of restaurants in your area
Design & Construction
graphic artist - find a graphic artist to work with
list of possible names for restaurant - solicit ideas from friend, relatives
Concept Development
preliminary food & bar menus - begin collecting menu/recipe ideas
Design & Construction
architect - check references, create short list of quality firms
MyFirstRestaurant Restaurant Opening Checklist Page 29of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
10
10
10
10 Legal & Finance
10
10 Administration
10
9 Legal & Finance
9 Legal & Finance
9 Marketing
9
9
Concept Development
continue to define concept - type of service, price range, menu
Design & Construction
design firms - check references, create short list of quality firms
Design & Construction
determine facility requirements - overall square footage needs, seats, parking, etc
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
Design & Construction
general contractors - check references, create short list of quality firms
identify insurance needs - building, liability, workers comp, other
Design & Construction
site selection criteria - determine site criteria - demographics - number of seats - traffic count - overall space requirements
attorney - find firms with restaurant experience - get & check references
business entity - consider corporation, LLC, partnership, limited partnership - seek guidance from CPA/attorney
competitive analysis - create list of competitors - obtain sample menus for research & reference
Design & Construction
competitive analysis - examine strengths & weaknesses of competitors - evaluate relative success of restaurant in local market - what dining segments are not being well-served
Concept Development
differentiation - determine your unique selling proposition
MyFirstRestaurant Restaurant Opening Checklist Page 30of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
9
9 Legal & Finance
9
9 Legal & Finance
9 Legal & Finance
9
8
8
8
8 Legal & Finance
8 Legal & Finance
8
8
8
Design & Construction
find a real estate broker - find a broker with a specialty or focus on restaurant sites
list work history - prepare and include in business plan
Furniture, Fixtures & Equipment
preliminary equipment requirements - create a list of the equipment needed
review financial projections - have accountant review - have experienced restaurant professionals review your financials
select attorney - draft/file corporate documents - review/negotiate lease agreement
Design & Construction
square footage - determine optimum square footage needed - include kitchen, dining room, storage
Design & Construction
ansul system - research local requirements
Design & Construction
bar seating - estimate potential bar revenue - preliminary layout of bar
Design & Construction
building/fire/safety codes - make list of all applicable code requirements
business plan - complete business plan
capital/construction/opening budget - update projections with actual bids/current estimates
Concept Development
concept validation/testing - interview potential customers
Design & Construction
conduct a roof inspection
Design & Construction
construction costs - get estimates for build out from several contractors
MyFirstRestaurant Restaurant Opening Checklist Page 31of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
8
8
8
8
8
8
8
8
8
8
8
8
8
8 Legal & Finance
Concept Development
determine restaurant name - do a trade name search to confirm availability
Design & Construction
electrical service - evaluate adequacy of available power for equipment needs
Furniture, Fixtures & Equipment
equipment lists - kitchen, bar, dining room, bar, office
Concept Development
finalize concept - draft concept statement fully describing concept
Design & Construction
floor plan - obtain or create a floor plan of existing space - specifically include load-bearing walls
Design & Construction
floor slope evaluation - consider slope on handicap ramp OSHA requirements - safety considerations for staff & guests
Design & Construction
handicap access/requirements
Design & Construction
health department - verify no health-related conditions present that could pose problems
Furniture, Fixtures & Equipment
lease or purchase kitchen equipment - shop equipment leasing companies
Design & Construction
lighting fixtures - inspect interior & exterior lighting including parking lot
Design & Construction
list of existing kitchen equipment - obtain detailed list - evaluate condition
Design & Construction
number of tables/seats - estimate potential seating/revenue potential of dining room
Design & Construction
parking lot - is there adequate parking - what is the ratio of seats to parking spaces, is there a local minimum
personal financial statement - prepare / update your personal financial statement
MyFirstRestaurant Restaurant Opening Checklist Page 32of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
8 Legal & Finance
8
8
8
8
8 Operations
8
7
7 Administration
7 Legal & Finance
7
7
7
7
7
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
Design & Construction
select architect/designer
Design & Construction
sewer lines - evaluate adequacy; size, capacity, age, condition
Design & Construction
termite report - have property inspected for termite/pest problems
Design & Construction
traffic patterns - evaluate adequacy of traffic flow around and through space
visit restaurants with similar offerings - take notes
Design & Construction
zoning requirements - verity that there are no zoning problems with your concept/plans
Design & Construction
architectural/design - review & approve
banking - open and fund construction account
buy-sell agreement - attorney prepares if you have partners/investors - consider insurance to fund
Design & Construction
construction timeline - time for each phase, completion date
Design & Construction
contractor - select a contractor
Design & Construction
design-exterior - siding, ramps, windows, awnings, lighting
Design & Construction
design-interior - kitchen, bar, dining room, bar, office, lighting
Design & Construction
electrical service - permits, procedures, plans, installation, inspection
MyFirstRestaurant Restaurant Opening Checklist Page 33of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
7
7
7
7
7
7 Legal & Finance
7 Administration
7 Operations
7
7
7
7
7
7
7
7
Design & Construction
gas lines - adequate size, capacity, age, condition
Design & Construction
gas service - permits, procedures, plans, installation, inspection
Design & Construction
grease trap - permits, procedures, plans, installation, inspection
Design & Construction
HVAC system - inspect/evaluate condition
Design & Construction
Interior painting
landlord approvals - determine what items require landlord approval - plans, signage, other
liquor license - investigate application process/availability of license
menu & recipes - narrow menu offerings - test recipes - use test kitchen
Design & Construction
outside seating - design, available seating, permits, w/w station, cost feasibility
Design & Construction
secure builder's risk insurance
Design & Construction
secure general liability insurance
Design & Construction
select type of flooring
Design & Construction
start demolition work
Design & Construction
utilities - determine utility company options - choose provider
Design & Construction
waste water - permits, procedures, plans, installation, inspection
Design & Construction
water service - permits, procedures, plans, installation, inspection
MyFirstRestaurant Restaurant Opening Checklist Page 34of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
6
6
6
6
6 Administration apply for an Employer Identification Number (EIN)
6
6
6
6
6
6
6
6
6
6
6 flooring install
6
6
6
6
Design & Construction
acoustical ceilings
Design & Construction
address back door - peep hole, buzzer for deliveries, emergency bar
Design & Construction
air conditioning/circulation
Design & Construction
apply design elements - logo, colors, type style
Design & Construction
bathroom partitions & accessories
Design & Construction
begin carpentry
Design & Construction
begin through list of inspectors - building, fire, electrical, plumbing, health
Design & Construction
burglar alarm system
Design & Construction
door locks - deadbolts, re-key locks prior to opening
Design & Construction
door/exits hardware - alarms, push bars, emergency escape
Design & Construction
doors, frames & hardware
Design & Construction
drywall
Design & Construction
electrical/lighting
Design & Construction
exterior painting
Design & Construction
Design & Construction
kitchen fire control - design & setup system
Design & Construction
masonry
Design & Construction
mechanical
Design & Construction
order canopies & awnings
MyFirstRestaurant Restaurant Opening Checklist Page 35of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
6
6
6
6
6
6
6
6
5 Administration
5
5 Operations
5
5
5 Operations
4 Food & Beverage
4 Personnel
4 Personnel
Design & Construction
parking lot - resurfacing, control access during construction
Design & Construction
paving
Design & Construction
plumbing
Design & Construction
roofing & waterproofing
Design & Construction
smoke detectors - wire to alarm system
Design & Construction
sound/music system
Design & Construction
sprinkler system - obtain requirements - have wired to alarm system
Design & Construction
steel/railings
create a credit application sheet for vendors - include references
Design & Construction
fire extinguishers - install with visible operating instructions
insurance - general liability, liquor liability, worker's comp, group medical
Design & Construction
landscaping - design & bid contract
Design & Construction
lighting for parking lot
table mix & arrangement - determine mix of 2 top, 4 top, round, booths - determine table positions and numbers
draft list of available suppliers - create list of suppliers for food, beverages & suppliesemployee benefits - determine insurance coverage - vacation, meals, comps, tuition reimbursement, other
employee job descriptions - create for all staff & management positions
MyFirstRestaurant Restaurant Opening Checklist Page 36of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
4 Operations
4 Administration
4 Personnel
4 Marketing
4 Marketing
4 Personnel
4 Technology
4
3 Food & Beverage
3 Operations
3
3 Operations
3 Operations
3 Operations
hours of operation - determine for each day
liquor license - apply for - hiring professional assistance if necessary
management team - start interviewing/selection process
menu boards & pictures - determine type, design, order - pictures of key menu items bundled with side & beverage
order banners - NOW HIRING /COMING SOON / NOW OPEN
organizational chart - create organizational chart for restaurant
POS system - list requirements - start evaluation/demonstration process
Furniture, Fixtures & Equipment
safe for office - determine type & order
beer - decide what beers to stockchecklists - prepare opening, closing, shift change checklists for all stations
Design & Construction
cleaning crew - bid & select vendor for initial & final clean
create reservation policy - consider program to place names on wait list only
customer comment cards - design & print - create procedures for receiving & responding
dining room cleaning - carpet, flooring, rest rooms - select outside vendor
MyFirstRestaurant Restaurant Opening Checklist Page 37of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
3 Personnel
3 Personnel
3
3 Food & Beverage
3 Marketing
3 Operations
3 Operations
3 Operations
3 Food & Beverage
3 Operations
3 Legal & Finance
3 Food & Beverage
3 Food & Beverage
3 Marketing
3 Personnel
employee handbook - create to document and communicate all employee & employment practices
employee training manuals - create for all positions
Design & Construction
exterior signage - primary, handicap, reserved, valet, hours of operation, delivery times
food inventory - create master inventory list of all ingredients/products to stockgift certificates - design & print - program gift certificate sales keys into POS
guest 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
hood/kitchen cleaning - select approved vendor
kitchen bible - begin building recipe binder & laminated recipe card for menu items - prepare recipe cards for all batch recipes
landscaping/lawn services - select approved vendor
line of credit - set up working capital line of credit with bank
liquor - determine well/premium/super premium brandsliquor, beer & wine inventory - create inventory worksheets for taking physical inventorieslocal charities - choose which to support
management training materials - personnel hiring, training & management - operations - administrative
MyFirstRestaurant Restaurant Opening Checklist Page 38of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
3 Personnel
3 Operations
3 Technology
3 Technology
3 Operations
3 Food & Beverage
3 Marketing
3 Operations
3 Marketing
3 Personnel
3
3 Personnel
3 Personnel
master training schedule - create schedule for staffing training leading up to opening day
menu analysis - calculate raw food cost on all menu items - rank items by gross profit margin
POS phone line - dedicated line for charge approvals
POS system - make POS decision - set up menu items & prices - decide on comps & discount categories - set up essential reports
prep lists with pars - create prep lists with par levels
price menu - determine final price points on all menu items
printing - stationary, envelopes, labels, business cards - invitations for opening parties
product specs - create detailed product specs for all food products - grade, size, packaging, brand, etc.
public relations for opening - send out press releases to local media outlets
sidework procedures & schedules - create server/front-of-house sidework checklists
Furniture, Fixtures & Equipment
soda system installation - select vendor & set up installation date
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
MyFirstRestaurant Restaurant Opening Checklist Page 39of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
3 Operations
3
3 Administration
3 Supplies
3 Technology
3 Food & Beverage
2 Administration
2 Administration
2 Operations
2 Personnel
2 Administration
station setup sheets with pars - for kitchen & dining room
Design & Construction
supplier, contractor, sub-contractor contacts - create master phone & contact list with emergency numbers
timekeeping system - decide on system type (time cards, manual, POS)
uniforms - finalize design; kitchen, service, bar, host staffs, managers
website - register domain name - contact web design firm
wine list - design & print - include in main menu
accounting software - select in-house accounting software - format chart of accounts consistent with industry standards
alcoholic beverage server certification - determine requirements
approved vendor list - create master list - include primary & backup vendors
assemble new employee materials - application forms - uniforms - W-4, I-9 forms - employee handbook, job descriptions - orientation & training checklists
banking - open operating, payroll, reserve accounts - order checks, deposit slips
MyFirstRestaurant Restaurant Opening Checklist Page 40of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
2 Supplies
2 Operations
2
2 Operations
2 Operations
2 Operations
2 Operations
2 Operations
2 Technology
2 Administration
2 Administration
2 Supplies
bar - blender - ice machine - glass washer - shakers, strainers, spoons, bottle openers, corkscrew - jiggers - scoops - bar mats - pitchers
birthday specials - determine policy, special desserts, b-day song, other
Design & Construction
building & equipment plans - retain full set of plans for operational files
building repairs - select approved vendors
bulletin board - for employee schedule, mandatory postings
chemicals - select approved vendor
children's amenities - menu, crayons, coloring book, high chairs, booster seats, balloons
cleaning & maintenance schedules - set up schedules & procedures
computer software - office, scheduling, food management
credit card merchant accounts - select vendor and open account setup for MC/Visa, Amex, Discover, Others
deposit procedures - set up processes, pick ups, drops, etc
dining room - high chairs - booster seats - serving trays, tray stands
MyFirstRestaurant Restaurant Opening Checklist Page 41of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
2 Supplies
2
2 Operations
2 Operations
2 Personnel
2 Personnel
2 Operations
2 Supplies
2 Operations
2 Personnel
2 Operations
2 Food & Beverage
dishroom items - bus carts, bus tubs, glass racks, tray racks - chemicals, detergents
Design & Construction
electrical labeling - label switches, breakers and check for accessibility
emergency exit procedures - determine procedures, post maps - discuss in safety meetings with staff
emergency numbers - map, directions to hospital - make arrangements with local clinic
employee files - set up for employment application, status changes, other personnel records
employee recruiting - newspaper ads - recruiting - word of mouth - bonus for referrals - plan for turnover
entertainment - obtain permits if required - create list of potential entertainers
first aid kit - emergency burn kit
floor maintenance - ongoing floor maintenance procedures - purchase cleaning / polishing supplies
food safety training - purchase food safety training materials/videos - contact state or National Restauant Association
grease trap - select approved vendor
HACCAP training - determine local/state certification requirements - arrange for manager/employee certification
MyFirstRestaurant Restaurant Opening Checklist Page 42of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
2 Operations
2
2 Administration
2
2
2 Operations
2 Operations
2 Food & Beverage
2 Operations
2 Operations
2
2
2 Operations
2 Administration
2 Operations
initial food, beverage & supplies orders - determine quantities for training, mock shifts, pre-opening activities
Design & Construction
inspections - schedule for fire, health departments, other
insurance - verify with your agent that all policies are ready to go live
Furniture, Fixtures & Equipment
interior signs - menu boards, restrooms, fire exit, hand wash, wait to be seated
Furniture, Fixtures & Equipment
janitorial equipment - wet floor signs, mops, buckets, vacuum - trash cans, cordless dust pan
knife & blade sharpening - perform in-house or use outside service
laundry & linen - select approved vendor
menus - covers & inserts, to-go, catering, children's
monthly accounting - determine cycle - use industry standard chart of accounts - outside accounting service or in-house bookkeeper
music - satellite radio
Furniture, Fixtures & Equipment
office equipment - copier, fax, computer, printer, calculators
Furniture, Fixtures & Equipment
office furniture - desk, chairs, filing cabinet, shelving
payroll processing - outsource to ADP, Paychex, other
payroll processing - select vendor and open account
pest control - select approved vendor
MyFirstRestaurant Restaurant Opening Checklist Page 43of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
2 Administration
2 Technology
2
2 Personnel
2
2 Operations
2
2 Supplies
2 Supplies
2 Supplies
2 Operations
2 Operations
2
petty cash - setup petty cash fund for cash payments - create petty cash reimbursement form
phone on hold message - select service provider - message/music
Furniture, Fixtures & Equipment
phone system - phone lines for office, fax, kitchen, hostess station - pagers, cell phones, fire & burglar alarms - internet access, service provider
pre-opening interview site - temporary office - equip with phone, furniture, hiring/selection forms
Furniture, Fixtures & Equipment
restrooms - hand towel/dryer dispensers, soap dispensers, hand soap, baby changing tables
seating chart - create seating chart diagram with wait staff sections
Furniture, Fixtures & Equipment
secure a receiving scale
smallware & kitchen utensils - source, specs, bid order
tabletop items - tableware, flatware, glassware, sugar caddies, table tents, vases - salt & pepper shakers
tip trays, check presentation folders
trash disposal - select approved vendor
valet parking - valet stand - key control system
Design & Construction
walk-through with contractor - create initial punch list
MyFirstRestaurant Restaurant Opening Checklist Page 44of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
2 Operations
1 Administration
1 Personnel
1
1 Administration
1 Personnel
1
1
1 Administration
1 Operations
1 Operations
1
1
1 Personnel conduct a mock service
1 Operations
1
window washing - do in-house or outsource - select approved vendor
accounting/Bookkeeping - have CPA review sales, deposit, payroll,etc before launch
alcoholic beverage server certification - determine state/local requirements - assign employee(s) for certification course
Furniture, Fixtures & Equipment
ansul system - reinspect
bank supplies - deposit stamp, deposit bags, deposit slips
begin staff training
Design & Construction
beverage service - set up installation of post mix system, coffee, iced tea
Furniture, Fixtures & Equipment
calibrate temperatures on equipment - fryers, griddle, oven, stove, other
cash tills - get change & small bills from bank
change order - prepare initial change order; change & small bills
check inventory levels - on all food, beverage, paper & supplies - prepare orders for opening week
Furniture, Fixtures & Equipment
check walk-in & refrigeration temperatures
Furniture, Fixtures & Equipment
complete equipment warranty cards
deposit bags - obtain from bank
Furniture, Fixtures & Equipment
emergency equipment procedures - determine emergency shut-off steps - label equipment
MyFirstRestaurant Restaurant Opening Checklist Page 45of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
1
1
1
1
1
1 Personnel
1 Personnel
1
1 Operations
1 Food & Beverage
1 Supplies
1 Food & Beverage
1 Supplies
1 Technology
Furniture, Fixtures & Equipment
equipment tests - test each piece with supplier prior to training
Design & Construction
exterior cleanup - parking lot, landscaping, building, windows
Furniture, Fixtures & Equipment
final clean & sanitize walk-in, freezer
Furniture, Fixtures & Equipment
final clean all equipment
Design & Construction
final clean - interior & exterior of building
finalize opening week employee schedules - overstaff - plan for turnover
HACCAP training / certification - assign employee(s) for certification course
Furniture, Fixtures & Equipment
hang pictures, wall decor
hostess stand supplies - reservation book, call clock, pencils, notebooks, kid's stuff
initial alcohol order - prepare & place initial order
initial chemicals order - degreasers, drain treatment - disinfectants, sanitizers - floor care solutions - handcare - cleaners for dishroom/restroom/dining room
initial food order - prepare & place initial order - request free samples from suppliers to test - have sufficient quantities for training
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
internet service provider
MyFirstRestaurant Restaurant Opening Checklist Page 46of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
1 Supplies
1
1
1 Operations
1 Supplies
1 Operations
1 Marketing
1 Operations
1 Personnel
1 Operations
1 Administration
1 Technology
1 Administration
1 Administration
janitorial supplies - carpet, tile, floor cleaner, spot remover - gum solvent, liquid hand soap, paper towels, toilet paper - windex, paper towels - "Wet Floor" signs
Furniture, Fixtures & Equipment
kitchen clock - purchase & install
Furniture, Fixtures & Equipment
kitchen toolkit - purchase & designate location store
light levels - determine for each meal period - label light switches
linen - table cloths, napkins, bar & kitchen towels
opening inventory - take full physical inventory on all food & beverage items night before opening - necessary to calculate accurate food & beverage costs after opening
opening party(s) - press event, VIPs, contractors & suppliers - create guest lists, send invitations
order & delivery schedule - prepare weekly schedule with each vendor's order & deliver dates
OSHA - review OSHA standards with managers
padlocks for cooler doors - create control system for access & keys - limit access to storage rooms to deliveries & requisition into production
permits, licenses, inspections, approvals - verify that all required licenses have been secured
POS - set up installation & /register
POS/Merchant accounts - test credit card approval/processing
receive final certificate of occupancy
MyFirstRestaurant Restaurant Opening Checklist Page 47of 47
Restaurant Opening Checklist
Sorted by Month
Category Activity Responsible Party StatusMonths Prior To Opening
TargetedCompletion
Date
1
1
1
1 Personnel
1 Personnel
1
1 Food & Beverage
1
1
1
1 Personnel
Furniture, Fixtures & Equipment
receive furniture - tables, chairs, desk tops, benches, patio furniture
Furniture, Fixtures & Equipment
repair and maint binder for all equipment - prepare repair & maintenance binder for operating instructions, manuals - mail in warranty cards
Furniture, Fixtures & Equipment
run ice machine - empty/sanitize/refill - find ice company for backup
safety & first aid training - conduct training program for all employees
safety checklist & audit - create safety checklist & perform safety audit
Furniture, Fixtures & Equipment
storage shelves - clean, organize & label; walk-in, freezer, dry storage
take photographs of menu items - for display in kitchen area
Furniture, Fixtures & Equipment
test all equipment
Design & Construction
update construction punch list
Design & Construction
wash windows
wine training program - arrange for wine supplier to provide
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