Restaurant Opening Checklist

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 [email protected] with Subject: Restaurant Opening Checklist

If you found this resource valuable please visit us at www.myfirstrestaurant.com and leave a comment there

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MyFirstRestaurant Restaurant Opening Checklist of 50


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



Sorted by Category


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



Sorted by Category


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



Sorted by Category


TargetedCompletion

Date

12

11

10

10

10

10

10

9

Concept Development

Concept Development

Concept Development

Concept Development

Design & Construction

market research - study local markets - create list of the most promising areas


graphic artist - find a graphic artist to work with


determine facility requirements - overall square footage needs, seats, parking, etc


site selection criteria - determine site criteria - demographics - number of seats - traffic count - overall space requirements


architect - check references, create short list of quality firms


general contractors - check references, create short list of quality firms


design firms - check references, create short list of quality firms


competitive analysis - examine strengths & weaknesses of competitors - evaluate relative success of restaurant in local market - what dining segments are not being well-served



Sorted by Category


TargetedCompletion

Date

9

9

8

8

8

8

8

8

8

8

8

8

8


square footage - determine optimum square footage needed - include kitchen, dining room, storage


find a real estate broker - find a broker with a specialty or focus on restaurant sites


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


ansul system - research local requirements


construction costs - get estimates for build out from several contractors


handicap access/requirements


bar seating - estimate potential bar revenue - preliminary layout of bar


building/fire/safety codes - make list of all applicable code requirements


electrical service - evaluate adequacy of available power for equipment needs


floor plan - obtain or create a floor plan of existing space - specifically include load-bearing walls


floor slope evaluation - consider slope on handicap ramp OSHA requirements - safety considerations for staff & guests


lighting fixtures - inspect interior & exterior lighting including parking lot


list of existing kitchen equipment - obtain detailed list - evaluate condition



Sorted by Category


TargetedCompletion

Date

8

8

8

8

8

8

8

8

7

7

7

7

7

7

7


conduct a roof inspection


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


termite report - have property inspected for termite/pest problems


number of tables/seats - estimate potential seating/revenue potential of dining room


parking lot - is there adequate parking - what is the ratio of seats to parking spaces, is there a local minimum


traffic patterns - evaluate adequacy of traffic flow around and through space


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


select architect/designer


architectural/design - review & approve


secure builder's risk insurance


contractor - select a contractor


waste water - permits, procedures, plans, installation, inspection


water service - permits, procedures, plans, installation, inspection


electrical service - permits, procedures, plans, installation, inspection


gas service - permits, procedures, plans, installation, inspection



Sorted by Category


TargetedCompletion

Date

7

7

7

7

7

7

7

7

7

7

7

6

6

6

6

6

6


grease trap - permits, procedures, plans, installation, inspection


construction timeline - time for each phase, completion date


start demolition work


design-exterior - siding, ramps, windows, awnings, lighting


design-interior - kitchen, bar, dining room, bar, office, lighting


secure general liability insurance


outside seating - design, available seating, permits, w/w station, cost feasibility


utilities - determine utility company options - choose provider


gas lines - adequate size, capacity, age, condition


HVAC system - inspect/evaluate condition


select type of flooring


acoustical ceilings


air conditioning/circulation


address back door - peep hole, buzzer for deliveries, emergency bar


bathroom partitions & accessories


burglar alarm system


order canopies & awnings



Sorted by Category


TargetedCompletion

Date

6

6

6

6

6

6

6

6

7

6flooring install

6

6

6

6

6

6

6


begin carpentry


apply design elements - logo, colors, type style


door locks - deadbolts, re-key locks prior to opening


door/exits hardware - alarms, push bars, emergency escape


doors, frames & hardware

Design & Construction drywall

Design & Construction electrical/lighting

Design & Construction exterior painting

Design & Construction Interior painting



kitchen fire control - design & setup system

Design & Construction masonry

Design & Construction mechanical


parking lot - resurfacing, control access during construction


paving

Design & Construction plumbing

Design & Construction roofing & waterproofing



Sorted by Category


TargetedCompletion

Date

6

6

6

6

6

5

5

5

3

3

3

2

2

2

2


sprinkler system - obtain requirements - have wired to alarm system


smoke detectors - wire to alarm system

Design & Construction sound/music system

Design & Construction steel/railings


begin through list of inspectors - building, fire, electrical, plumbing, health


fire extinguishers - install with visible operating instructions


landscaping - design & bid contract

Design & Construction lighting for parking lot


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


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



Sorted by Category


TargetedCompletion

Date

1

1

1

1

1

9


beverage service - set up installation of post mix system, coffee, iced tea


update construction punch list


exterior cleanup - parking lot, landscaping, building, windows


final clean - interior & exterior of building

Design & Construction wash windows











Furniture, Fixtures & Equipment

preliminary equipment requirements - create a list of the equipment needed



Sorted by Category


TargetedCompletion

Date

8

8

4

3

2

2

2

2

2

2

2

1

1


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


lease or purchase kitchen equipment - shop equipment leasing companies


safe for office - determine type & order


soda system installation - select vendor & set up installation date


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


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


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


office furniture - desk, chairs, filing cabinet, shelving


secure a receiving scale


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



Sorted by Category


TargetedCompletion

Date

1

1

1

1

1

1

1

1

1

1

1

1

1

1


kitchen clock - purchase & install


kitchen toolkit - purchase & designate location store


ansul system - reinspect


repair and maint 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


calibrate temperatures on equipment - fryers, griddle, oven, stove, other


check walk-in & refrigeration temperatures


final clean & sanitize walk-in, freezer


receive furniture - tables, chairs, desk tops, benches, patio furniture


test all equipment


complete equipment warranty cards


final clean all equipment


hang pictures, wall decor


run ice machine - empty/sanitize/refill - find ice company for backup





Sorted by Category


TargetedCompletion

Date

Legal & Finance 12

Legal & Finance 12

Legal & Finance 12

Legal & Finance 11

Legal & Finance 10

Legal & Finance 9

Legal & Finance 9

Legal & Finance 9

Legal & Finance 9




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

list work history - prepare and include in business plan

review financial projections - have accountant review - have experienced restaurant professionals review your financials



Sorted by Category


TargetedCompletion

Date

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

Legal & Finance

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



Sorted by Category


TargetedCompletion

Date

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



Sorted by Category


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

initial food order - prepare & place initial order - request free samples from suppliers to test - have sufficient quantities for trainingtake 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



Sorted by Category


TargetedCompletion

Date

Marketing 3

Marketing 1

Marketing

Marketing

Marketing

Marketing

Marketing

Marketing

Marketing

Operations 8

Operations 7

Operations 5

Operations 5

Operations 4

public relations for opening - send out press releases to local media outlets

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



Sorted by Category


TargetedCompletion

Date

Operations 3

Operations 3

Operations 3

Operations 3

Operations 3

Operations 3

Operations 3

Operations 3

Operations 3

Operations 3

Operations 3

Operations 3

checklists - prepare opening, closing, shift change checklists for all stations

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

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



Sorted by Category


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

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

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



Sorted by Category


TargetedCompletion

Date

Operations 2

Operations 2

Operations 2

Operations 2

Operations 2

Operations 2

Operations 2

Operations 2

Operations 2

Operations 2

Operations 1

Operations 1

Operations 1

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

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



Sorted by Category


TargetedCompletion

Date

Operations 1

Operations 1

Operations 1

Operations 1

Operations 1

Operations

Operations

Operations

Operations

Operations

Operations

Operations

Operations

Operations

Operations

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



Sorted by Category


TargetedCompletion

Date

Operations

Personnel 4

Personnel 4

Personnel 4

Personnel 4

Personnel 3

Personnel 3

Personnel 3

Personnel 3

Personnel 3

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

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



Sorted by Category


TargetedCompletion

Date

Personnel 2

Personnel 2

Personnel 2

Personnel 2

Personnel 2

Personnel 1

Personnel 1

Personnel 1

Personnel 1

Personnel 1

Personnel 1

Personnel 1

Personnel 1 conduct a mock service

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 checklists

employee 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

safety checklist & audit - create safety checklist & perform safety audit

wine training program - arrange for wine supplier to provide

begin staff training

safety & first aid training - conduct training program for all employees



Sorted by Category


TargetedCompletion

Date

Personnel 1

Personnel

Personnel

Personnel

Personnel

Personnel

Supplies 3

Supplies 2

Supplies 2

Supplies 2

Supplies 2

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

bar - blender - ice machine - glass washer - shakers, strainers, spoons, bottle openers, corkscrew - jiggers - scoops - bar mats - pitchers



Sorted by Category


TargetedCompletion

Date

Supplies 2

Supplies 2

Supplies 2

Supplies 1

Supplies 1

Supplies 1

Supplies 1

Supplies

Supplies

Supplies

Supplies

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



Sorted by Category


TargetedCompletion

Date

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

Technology 4

Technology 3

Technology 3

Technology 3

Technology 2

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

website - register domain name - contact web design firm

computer software - office, scheduling, food management



Sorted by Category


TargetedCompletion

Date

Technology 2

Technology 1

Technology 1

Technology

Technology

Technology

Technology

Technology

phone on hold message - select service provider - message/music

internet service provider

POS - set up installation & /register



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

Months Prior To Opening

TargetedCompletion

Date

begin 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


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


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



Sorted by Month


TargetedCompletion

Date

10

10

10

10

10 Legal & Finance

10

10 Administration

10

9 Legal & Finance

9 Legal & Finance

9 Marketing


architect - check references, create short list of quality firms

Concept Development

continue to define concept - type of service, price range, menu


design firms - check references, create short list of quality firms


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


general contractors - check references, create short list of quality firms

identify insurance needs - building, liability, workers comp, other


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



Sorted by Month


TargetedCompletion

Date

9

9

9

9 Legal & Finance

9

9 Legal & Finance

9 Legal & Finance

9

8

8

8

8 Legal & Finance


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


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


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


square footage - determine optimum square footage needed - include kitchen, dining room, storage


ansul system - research local requirements


bar seating - estimate potential bar revenue - preliminary layout of bar


building/fire/safety codes - make list of all applicable code requirements

business plan - complete business plan



Sorted by Month


TargetedCompletion

Date

8 Legal & Finance

8

8

8

8

8

8

8

8

8

8

8

8

8

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

Concept Development

concept validation/testing - interview potential customers


conduct a roof inspection


construction costs - get estimates for build out from several contractors

Concept Development

determine restaurant name - do a trade name search to confirm availability


electrical service - evaluate adequacy of available power for equipment needs


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

Concept Development

finalize concept - draft concept statement fully describing concept


floor plan - obtain or create a floor plan of existing space - specifically include load-bearing walls


floor slope evaluation - consider slope on handicap ramp OSHA requirements - safety considerations for staff & guests


handicap access/requirements


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


lease or purchase kitchen equipment - shop equipment leasing companies


lighting fixtures - inspect interior & exterior lighting including parking lot



Sorted by Month


TargetedCompletion

Date

8

8

8

8 Legal & Finance

8 Legal & Finance

8

8

8

8

8 Operations

8

7

7 Administration


list of existing kitchen equipment - obtain detailed list - evaluate condition


number of tables/seats - estimate potential seating/revenue potential of dining room


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

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


select architect/designer


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


termite report - have property inspected for termite/pest problems


traffic patterns - evaluate adequacy of traffic flow around and through space

visit restaurants with similar offerings - take notes


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


architectural/design - review & approve

banking - open and fund construction account



Sorted by Month


TargetedCompletion

Date

7 Legal & Finance

7

7

7

7

7

7

7

7

7

7

7 Legal & Finance

7 Administration

buy-sell agreement - attorney prepares if you have partners/investors - consider insurance to fund


construction timeline - time for each phase, completion date


contractor - select a contractor


design-exterior - siding, ramps, windows, awnings, lighting


design-interior - kitchen, bar, dining room, bar, office, lighting


electrical service - permits, procedures, plans, installation, inspection


gas lines - adequate size, capacity, age, condition


gas service - permits, procedures, plans, installation, inspection


grease trap - permits, procedures, plans, installation, inspection


HVAC system - inspect/evaluate condition


Interior painting

landlord approvals - determine what items require landlord approval - plans, signage, other

liquor license - investigate application process/availability of license



Sorted by Month


TargetedCompletion

Date

7 Operations

7

7

7

7

7

7

7

7

6

6

6

6

6 Administration apply for an Employer Identification Number (EIN)

6

6

menu & recipes - narrow menu offerings - test recipes - use test kitchen


outside seating - design, available seating, permits, w/w station, cost feasibility


secure builder's risk insurance


secure general liability insurance


select type of flooring


start demolition work


utilities - determine utility company options - choose provider


waste water - permits, procedures, plans, installation, inspection


water service - permits, procedures, plans, installation, inspection


acoustical ceilings


address back door - peep hole, buzzer for deliveries, emergency bar


air conditioning/circulation


apply design elements - logo, colors, type style


bathroom partitions & accessories


begin carpentry



Sorted by Month


TargetedCompletion

Date

6

6

6

6

6

6

6

6

6flooring install

6

6

6

6

6

6

6

6

6


begin through list of inspectors - building, fire, electrical, plumbing, health


burglar alarm system


door locks - deadbolts, re-key locks prior to opening


door/exits hardware - alarms, push bars, emergency escape


doors, frames & hardware


drywall


electrical/lighting


exterior painting



kitchen fire control - design & setup system


masonry


mechanical


order canopies & awnings


parking lot - resurfacing, control access during construction


paving


plumbing


roofing & waterproofing


smoke detectors - wire to alarm system



Sorted by Month


TargetedCompletion

Date

6

6

6

5 Administration

5

5 Operations

5

5

5 Operations

4 Food & Beverage

4 Personnel

4 Personnel

4 Operations

4 Administration


sound/music system


sprinkler system - obtain requirements - have wired to alarm system


steel/railings

create a credit application sheet for vendors - include references


fire extinguishers - install with visible operating instructions

insurance - general liability, liquor liability, worker's comp, group medical


landscaping - design & bid contract


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 & supplies

employee benefits - determine insurance coverage - vacation, meals, comps, tuition reimbursement, other

employee job descriptions - create for all staff & management positions

hours of operation - determine for each day

liquor license - apply for - hiring professional assistance if necessary



Sorted by Month


TargetedCompletion

Date

4 Personnel

4 Marketing

4 Marketing

4 Personnel

4 Technology

4

3 Food & Beverage

3 Operations

3

3 Operations

3 Operations

3 Operations

3 Personnel

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


safe for office - determine type & order

beer - decide what beers to stock

checklists - prepare opening, closing, shift change checklists for all stations


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

employee handbook - create to document and communicate all employee & employment practices



Sorted by Month


TargetedCompletion

Date

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 training manuals - create for all positions


exterior signage - primary, handicap, reserved, valet, hours of operation, delivery times

food inventory - create master inventory list of all ingredients/products to stock

gift 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 brands

liquor, beer & wine inventory - create inventory worksheets for taking physical inventories

local charities - choose which to support

management training materials - personnel hiring, training & management - operations - administrative



Sorted by Month


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

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


soda system installation - select vendor & set up installation date

staff pay scales - determine starting pay scales for each position - determine employee review/raise policies



Sorted by Month


TargetedCompletion

Date

3 Personnel

3 Operations

3

3 Administration

3 Supplies

3 Technology

3 Food & Beverage

2 Administration

2 Administration

2 Operations

2 Personnel

staffing needs - determine number of new hires needed by position - plan for turnover, hire 20% more than you think you need

station setup sheets with pars - for kitchen & dining room


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



Sorted by Month


TargetedCompletion

Date

2 Administration

2 Supplies

2 Operations

2

2 Operations

2 Operations

2 Operations

2 Operations

2 Operations

2 Technology

2 Administration

2 Administration

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

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


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



Sorted by Month


TargetedCompletion

Date

2 Supplies

2 Supplies

2

2 Operations

2 Operations

2 Personnel

2 Personnel

2 Operations

2 Supplies

2 Operations

dining room - high chairs - booster seats - serving trays, tray stands

dishroom items - bus carts, bus tubs, glass racks, tray racks - chemicals, detergents


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



Sorted by Month


TargetedCompletion

Date

2 Personnel

2 Operations

2 Food & Beverage

2 Operations

2

2 Administration

2

2

2 Operations

2 Operations

2 Food & Beverage

2 Operations

2 Operations

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

initial food, beverage & supplies orders - determine quantities for training, mock shifts, pre-opening activities


inspections - schedule for fire, health departments, other

insurance - verify with your agent that all policies are ready to go live


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


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



Sorted by Month


TargetedCompletion

Date

2

2

2 Operations

2 Administration

2 Operations

2 Administration

2 Technology

2

2 Personnel

2

2 Operations

2

2 Supplies


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


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

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

phone on hold message - select service provider - message/music


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


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

seating chart - create seating chart diagram with wait staff sections


secure a receiving scale

smallware & kitchen utensils - source, specs, bid order



Sorted by Month


TargetedCompletion

Date

2 Supplies

2 Supplies

2 Operations

2 Operations

2

2 Operations

1 Administration

1 Personnel

1

1 Administration

1 Personnel

1

1

1 Administration

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


walk-through with contractor - create initial punch list

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


ansul system - reinspect

bank supplies - deposit stamp, deposit bags, deposit slips

begin staff training


beverage service - set up installation of post mix system, coffee, iced tea


calibrate temperatures on equipment - fryers, griddle, oven, stove, other

cash tills - get change & small bills from bank



Sorted by Month


TargetedCompletion

Date

1 Operations

1 Operations

1

1

1 Personnel conduct a mock service

1 Operations

1

1

1

1

1

1

1 Personnel

1 Personnel

1

1 Operations

change order - prepare initial change order; change & small bills

check inventory levels - on all food, beverage, paper & supplies - prepare orders for opening week


check walk-in & refrigeration temperatures


complete equipment warranty cards

deposit bags - obtain from bank


emergency equipment procedures - determine emergency shut-off steps - label equipment


equipment tests - test each piece with supplier prior to training


exterior cleanup - parking lot, landscaping, building, windows


final clean & sanitize walk-in, freezer


final clean all equipment


final clean - interior & exterior of building

finalize opening week employee schedules - overstaff - plan for turnover

HACCAP training / certification - assign employee(s) for certification course


hang pictures, wall decor

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



Sorted by Month


TargetedCompletion

Date

1 Food & Beverage

1 Supplies

1 Food & Beverage

1 Supplies

1 Technology

1 Supplies

1

1

1 Operations

1 Supplies

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

janitorial supplies - carpet, tile, floor cleaner, spot remover - gum solvent, liquid hand soap, paper towels, toilet paper - windex, paper towels - "Wet Floor" signs


kitchen clock - purchase & install


kitchen toolkit - purchase & designate location store

light levels - determine for each meal period - label light switches

linen - table cloths, napkins, bar & kitchen towels



Sorted by Month


TargetedCompletion

Date

1 Operations

1 Marketing

1 Operations

1 Personnel

1 Operations

1 Administration

1 Technology

1 Administration

1 Administration

1

1

1

1 Personnel

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


receive furniture - tables, chairs, desk tops, benches, patio furniture


repair and maint binder for all equipment - prepare repair & maintenance binder for operating instructions, manuals - mail in warranty cards


run ice machine - empty/sanitize/refill - find ice company for backup

safety & first aid training - conduct training program for all employees



Sorted by Month


TargetedCompletion

Date

1 Personnel

1

1 Food & Beverage

1

1

1

1 Personnel

safety checklist & audit - create safety checklist & perform safety audit


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

take photographs of menu items - for display in kitchen area


test all equipment


update construction punch list


wash windows

wine training program - arrange for wine supplier to provide

Restaurant Opening Checklist

Documents

Transcript of Restaurant Opening Checklist