Restaurant Startup Checklist: Countdown To Opening - by Category

Restaurant Startup Checklist
Countdown to Opening - By Category
Months Target
Before Responsible Completion
Opening Category Activity Person/Party Date Status/Date Competed
Start to interview/build team of professionals
11 Administration - attorney, CPA, architect, designer, insurance agent, real estate broker
Collect info on permits/licenses

10 Administration - health, liquor, other
Insurance
10 Administration - identify requirements; building, liability, workmen's comp, other
Banking
7 Administration - open construction/development account
Liquor license
7 Administration - investigate application process/availability of liquor license
Federal ID number
6 Administration - apply for
Credit application sheet

5 Administration - create for setting up new accounts, include references
Liquor license
- consider hiring firm to assist in processing application
Employee meal policy

3 Administration - determine policy
Employee timekeeping system

3 Administration - decide on stand alone, time cards, manual, POS
Alcoholic beverage server certification

2 Administration - determine requirements
Tax permits
2 Administration - apply for Sales Tax ID (state, local)
Banking
2 Administration - open operating, payroll, reserve accounts
- order checks, deposit slips
Payroll processing
2 Administration - in-house, outsource to ADP, Paychex, outside accountant
Credit card merchant accounts

2 Administration - setup for MC/Visa, Amex, Discover, Others
Startup Checklist - by Category Page 1of 60

Months Target
Accounting software
2 Administration - if accounting done in-house; Quickbooks, Peachtree, other
- format P&L consistent with NRA Uniform System of Accounts
Petty cash
2 Administration - setup petty cash fund for cash payments
- create petty cash reimbursement form
Deposit procedures
2 Administration - armored car service or other
Insurance
1 Administration - verify with your agent that all policies are in force
Bank supplies
1 Administration - deposit stamp & pad, deposit bags, deposit slips
Accounting/bookkeeping system
1 Administration - have CPA review sales, deposit, payroll and accounts payable system
Permits, licenses, inspections, approvals

1 Administration - verify that licenses, etc. have been secured
Initial change order

1 Administration - get change & small bills from bank
POS/merchant accounts
1 Administration - test credit card approval/processing
1 Administration Receive certificate of occupancy
Administration
Administration
Administration
Administration
Administration
Administration

Months Target
Examine successful concepts
Concept
12 - collect info on concepts that appeal to you
Development
Local market
Concept
12 - look for opportunities, concept gaps in your market
Development
Concept Visit existing restaurants

12 - observer which concepts are busy; try to determine why
Development
Menu price range

Concept
11 - price points of the most successful restaurants in your area
Development
Preliminary food & bar menus

Concept
11 - begin collecting menu & recipe ideas
Development
Further define concept

Concept
10 - type of service, price range, menu
Development
Points of difference
Concept - what will make your restaurant unique in terms of menu, service, ambiance,
9
Development other
Concept Concept validation/testing

8 - interview potential customers on your concept plans
Development
Concept Determine name of restaurant

8 - trade name search (attorney)
Development
Finalize concept
Concept - menu, service, unique offerings, price range, ambiance, etc.
8
Development - draft concept statement fully describing concept
Concept
Development
Concept
Development
Concept
Development
Concept
Development

Months Target
Graphic artist
Design/
11 - select graphic artist
Construction
List of architects
Design/
9 - check references, create short list of quality firms
Construction
List of general contractors

Design/
Construction
List of interior design firms

Design/
Construction
Ansul system
Design/
8 - what are local requirements
Construction
Design/ Construction & development costs

8 - get estimates of buildout/construction costs from contractors
Construction
Exits
Design/ - panic hardware requirements, emergency lighting
8
Construction - fire code requirements
Design/ Handicap access/requirements

8
Construction
Architectural/design
Design/
7 - review & approve
Construction
Design/ Builder's risk insursnce

7
Construction
Contractor
Design/
7 - select contractor
Construction
Design/ Demolition work

7
Construction
Design-Exterior
Design/
7 - siding, ramps, windows, awnings, lighting
Construction
Design-Interior
Design/
7 - kitchen, bar, dining room, bar, office, lighting
Construction
Design/ General liability insurance

7
Construction
Patio / outside seating
Design/
7 - design, available seating, permits, w/w station, cost feasibility
Construction
Design/ Select architect/designer

7
Construction

Months Target
Utilites billing changes
Design/ - change name/party responsible for utility bills
7
Construction - electrical, gas, water
Utilities
Design/ - determine utility company options
7
Construction - choose provider
Design/ Acoustical ceilings

6
Construction
Design/ Air conditioning/circulation
6
Construction
Design/ Back door

6 - peep hole, buzzer for deliveries, emergency bar
Construction
Design/ Bathroom partitions & accessories

6
Construction
Design/ Burgler alarm system
6
Construction
Design/ Canopies & awnings
6
Construction
Design/ Carpentry
6
Construction
Design/ Carpet
6
Construction
Design/ Concrete
6
Construction
Construction timeline
Design/
6 - time for each phase, completion date
Construction
Design elements
Design/
6 - logo, colors, type style
Construction
Door locks
Design/
6 - deadbolts, re-key locks prior to opening
Construction
Door/exits hardware
Design/
6 - alarms, push bars, emergency escape
Construction
Design/ Doors & Windows

6
Construction
Design/ Doors, frames & hardware
6
Construction
Design/ Drywall
6
Construction
Design/ Electrical/Lighting
6
Construction
Design/ Exterior painting
6
Construction

Months Target
Flooring
- Tile
Design/ - Resilient
6
Construction - Hardwood
- Carpet
Design/ Interior painting

6
Construction
Kitchen fire control
Design/
6 - design & setup system
Construction
List of inspectors
Design/
6 - building, fire, electrical, plumbing, health
Construction
Design/ Masonry
6
Construction
Design/ Mechanical
6
Construction
Parking lot
Design/
6 - resurfacing, control access during construction
Construction
Design/ Paving
6
Construction
Design/ Plumbing
6
Construction
Design/ Resilient flooring
6
Construction
Design/ Roofing & waterproofing
6
Construction
Select contractor
Design/ - obtain bids
6
Construction - contractor prepares timeline/critical path for completion
Smoke detectors
Design/
6 - wire to alarm system
Construction
Design/ Sound/music system

6
Construction
Design/ Specialty items
6
Construction
Sprinkler system
Design/ - obtain requirements
6
Construction - have wired to alarm system
Design/ Steel/railings
6
Construction
Tile
Design/
6 - kitchen, bathrooms, dining areas, wall and floor
Construction

Months Target
Electrical service
Design/
5 - permits, procedures, plans, installation, inspection
Construction
Gas service
Design/
Construction
Grease trap
Design/
Construction
Landscaping
Design/
5 - design & bid contract
Construction
Design/ Lighting for parking lot

5
Construction
Waste water
Design/
Construction
Water service
Design/
Construction
Water quality
Design/
4 - test for hard water, take bids for water softening, filtration
Construction
Cleaning crew
Design/
3 - bid & select vendor for initial & final clean
Construction
Exterior signage
Design/
3 - primary, handicap, reserved, valet, hours of operation, delivery times
Construction
Supplier, contractor, sub-contractor contacts

Design/
3 - create master phone & contact list with emergency numbers
Construction
Compressors & valves

Design/
2 - label and check for accessibility
Construction
Electrical labeling
Design/
2 - label switches, breakers and check for accessibility
Construction
Inspections
Design/
2 - schedule for fire, health departments, other
Construction
Building & equipment plans

Design/
2 - retain full set of plans for operational files
Construction
Walk-through with contractor

Design/
2 - create initial punch list
Construction
Alarm system
Design/
1 - install & inspect
Construction

Months Target
Beverage service
Design/
1 - set up installation of post mix system, coffee, iced tea
Construction
Fire extinguishers
Design/
1 - install with visible operating instructions
Construction
Exterior signage light timer

Design/
1 - set light timer
Construction
Design/ Update construction punch list

1
Construction
Exterior cleanup
Design/
1 - parking lot, landscaping, building, windows
Construction
Final clean
Design/
1 - interior & exterior of building
Construction
Design/ Wash windows

1
Construction
Parking lot striping
Design/
1 - handicap space requirements
Construction
Design/ Continue construction punch list

1
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction

Months Target
Design/
Construction

Months Target
Preliminary equipment requirements
9 FF&E - create a list of the equipment needed
Equipment lists
8 FF&E - kitchen, bar, dining room, bar, office
Lease or purchase kitchen equipment

8 FF&E - shop equipment leasing companies
Exterior signage
7 FF&E - get local code/permit/approval requirements
Safe for office

4 FF&E - determine type, bid & order
Soda system installation

3 FF&E - select vendor & set up installation date
Communications/phone system
- phone lines for office, fax, kitchen, hostess station
2 FF&E - pagers, cell phones, fire & burglar alarms
- internet access, service provider
Interior signs
2 FF&E - menu boards, restrooms, fire exit, hand wash, wait to be seated
Office equipment
2 FF&E - copier, fax, computer, printer, calculators
Office furniture
2 FF&E - desk, chairs, filing cabinet, shelving
Receiving scale
2 FF&E - minimum 200lb capacity
Restrooms
2 FF&E - hand towel/dryer dispensers, soap dispensers, hand soap,
baby changing tables
Janitorial equipment
2 FF&E - wet floor signs, mops, buckets, vacuum
- trash cans, cordless dust pan
Emergency equipment procedures

1 FF&E - determine emergency shut-off steps
- label equipment
Equipment tests
1 FF&E - test each piece with supplier prior to training

Months Target
Kitchen clock
1 FF&E - purchase & install
Kitchen tools/toolkit
1 FF&E - purchase & designate location store
Ansul system
1 FF&E - inspect
R&M binder for all equipment

1 FF&E - prepare repair & maintenance binder for operating instructions, manuals
- mail in warranty cards
Storage shelves
1 FF&E - clean, organize & label; walk-in, freezer, dry storage
Calibrate temperatures on equipment

1 FF&E - fryers, griddle, oven, stove, other
Check walk-in & refrigeration temperatures

1 FF&E
Clean & sanitize walk-in, freezer
1 FF&E
Receive furniture
1 FF&E - tables, chairs, desk tops, benches, patio furniture
Test all equipment

1 FF&E
Complete equipment warranty cards
1 FF&E
Final clean all equipment
1 FF&E
Hang pictures, wall decore
1 FF&E
Install interior plants
1 FF&E
Run ice machine

1 FF&E - empty/sanitize/refill
- find ice company for backup
FF&E
FF&E
FF&E

Months Target
Financing
12 Finance/Legal - investigate potential sources for startup capital
- savings, family, friends, banks, SBA, investors
Bank/SBA lending
11 Finance/Legal - find banks that have financed restaurant startups
Business plan
11 Finance/Legal - begin drafting your business plan
Capital/construction/opening budget
- estimate total startup cost of project through opening day
11 Finance/Legal - incorporate this into business plan
- refer to Capital Budget worksheet on "Startup & Feasibility Spreadsheets" on
RestaurantOwner.com
List of possible names for restaurant

11 Finance/Legal - solicit ideas from friend, relatives
Financial feasibility
- begin establishing preliminary financial assumptions
10 Finance/Legal - sales, operating costs, capital costs, number of employees, etc.
- refer to NRA's Industry Operation's Report for industry averages
- use "Startup & Feasibility Spreadsheets" on RestaurantOwner.com
Attorney & CPA

9 Finance/Legal - find firms with restaurant experience
- get & check references
Business entity
9 Finance/Legal - consider corporation, LLC, partnership, limited partnership
- seek guidance from CPA/attorney
Personal career accomplishments/work history

9 Finance/Legal - prepare and include in business plan
Review financial projections with your CPA

9 Finance/Legal - have your CPA review for reasonableness, missing costs & expenses
- have experienced restaurant professionals review your financials
Select attorney
9 Finance/Legal - draft/file corporate documents
- review/negotiate lease agreement
Select CPA
9 Finance/Legal - determine corporate entity/review business plan financials
Business plan
8 Finance/Legal - complete business plan

Months Target
8 Finance/Legal - update projections with actual bids/current estimates
Personal financial statement

8 Finance/Legal - prepare / update your personal financial statement
Buy-sell agreement
7 Finance/Legal - attorney prepares if you have partners/investors
- consider insurance to fund
Landlord approvals
7 Finance/Legal - determine what items require landlord approval
- plans, signage, other
Tax ID numbers/accounts
5 Finance/Legal - apply for federal, state unemployment insurance, state sales tax
Line of credit
3 Finance/Legal - set up working capital line of credit with bank
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal

Months Target
Finance/Legal

Months Target
List of available suppliers
4 Food & Beverage - create list of suppliers for food, beverages & supplies
Beer
3 Food & Beverage - decide what bottled / draft beers to stock
Food inventory
3 Food & Beverage
- create master inventory list of all ingredients/products to stock
Liquor
3 Food & Beverage - determine well/premium/super premium brands
Liquor, beer & wine inventory

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

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

2 Food & Beverage - determine local/state certification requirements
- arrange for manager/employee certification
Menus
2 Food & Beverage - covers & inserts, to-go, catering, children's
Initial food order

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

1 Food & Beverage - for display in kitchen area
Initial alcoholic beverage order

1 Food & Beverage - prepare & place initial order
Food & Beverage

Months Target
Food & Beverage

Months Target
Competitive analysis
9 Marketing - create list of competitors
- obtain sample menus for research & reference
Menu boards & pictures

4 Marketing - determine type, design, order
- pictures of key menu items bundled with side & beverage
Banners
4 Marketing - NOW HIRING /COMING SOON / NOW OPEN
Gift certificates
3 Marketing - design & print
- program gift certificate sales keys into POS (both sale & redemption)
Local charities
3 Marketing - choose which charity(s) to support
- consider a "charity night" pre-opening party
Printing
3 Marketing - stationary, envelopes, labels, business cards
- invitations for opening parties
Public relations for opening

3 Marketing - hire local PR firm
- send out press releases to local media outlets
Yellow page ad
3 Marketing - determine if yellow page advertising makes sense
- inquire about timing of next printing cycle
Opening party(s)
1 Marketing - press event, VIPs, contractors & suppliers
- create guest lists, send invitations
Marketing
Marketing
Marketing
Marketing
Marketing

Months Target
Insurance agent
5 Ongoing Services - building, general liability, liquor liability, workman's comp, group medical
Dining room cleaning

3 Ongoing Services - carpet, flooring, rest rooms
- select outside vendor
Hood/kitchen cleaning
3 Ongoing Services - select approved vendor
Interior plant service

Landscaping/lawn services
Security guards
3 Ongoing Services - determine if needed on certain nights/hours
Payroll processing
2 Ongoing Services - outsource to ADP, Paychex, other
Music
2 Ongoing Services - Muzak, ASCAP, BMI (music licensing)
- satellite radio
Chemicals
Grease trap
Knife & blade sharpening

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

Months Target
Window washing
2 Ongoing Services - do in-house or outsource
- select approved vendor
Armored car service

Building & HVAC repairs

2 Ongoing Services - select approved vendors
Dishwasher service
Laundry & linen

Equipment repairs
Equipment repairs
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services

Months Target
Ongoing Services
Ongoing Services

Months Target
Visit restaurants with similar offerings
8 Operations - take notes of good & bad items
Menu & recipes

- narrow menu offereings
7 Operations - create & test recipes
- use distributor test kitchen if possible
Table mix & arrangement

5 Operations - determine mix of 2 top, 4 top, round, booths
- determine booth / table positions, table numbers
Hours of operation
4 Operations - determine for each day/meal period
Vending machines
4 Operations - cigarettes, pay phones, video games, other
Checklists
3 Operations - prepare opening, closing, shift change checklists for all stations
- download checklist templates on RestaurantOwner.com
Guest (table ready) call system

3 Operations - determine system to use
- pagers, sound system, other
Happy hour
3 Operations - determine special, prices, food
- check state/local laws regarding happy hour/discount programs
Menu analysis
3 Operations - determine items for signature or high promotion status
- base decision on gross profit margin, ease of preparation, quality
Menu item cost

- calculate raw food cost on all menu items
3 Operations - rank each categorie's items by gross profit margin
- does prime distributor have food management software if so, ask for assistance
Prep lists with pars

3 Operations - create prep lists with par levels
Product specs
- create detailed product specs for all food products
3 Operations - grade, size, packaging, brand, etc.
- ask your distributor for assistance

Months Target
Reservation policy
3 Operations - determine if you will take reservations or not
- consider "call in" program to place names on wait list only
Station setup sheets with pars

3 Operations - for kitchen & dining room(s)
Emergency exit procedures

2 Operations - determine procedures, post maps
- discuss in safety meetings with staff
Bulletin board
- for employee schedule, mandadory postings
2 Operations - choking poster
- emergency hospital & doctor numbers & instructions
Children's amenities
2 Operations - menu, crayons, coloring book, high chairs, booster seats, balloons
Cleaning & maintenance schedules

2 Operations - set up schedules & procedures
- download Cleaning Checklists on RestaurantOwner.com
Emergency numbers
2 Operations - map, directions to hospital
- make arrangements with local doctor, clinic
Entertainment
2 Operations - obtain permits if required
- create list of potential entertainers
Floor maintenance
2 Operations - get ongoing floor maintenance procedures
- purchase cleaning / polishing supplies
Valet parking
- valet stand
2 Operations - key control system
- valet only parking area signs, cones
Approved vendor list

2 Operations - create Master Approved Vendor List
- include primary & backup vendors
Birthday specials
2 Operations - determine policy, special desserts, b-day song, other
Seating chart & waitstaff sections

2 Operations - create seating chart diagram with waitstaff sections

Months Target
Initial food, beverage & supplies orders
2 Operations - determine quantities for training, mock shifts, pre-opening activities
Order & delivery schedule

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

1 Operations - reservation book, call clock, pencils, notebooks, kid's stuff
Light levels
1 Operations - determine for each meal period
- label light switches
Change order
1 Operations - prepare initial change order; change & small bills
Check inventory levels

1 Operations - on all food, beverage, paper & supplies
- prepare orders for opening week
Opening inventory
1 Operations - take full physical inventory on all food & beverage items night before opening
- necessary to calculate accurate food & beverage costs after opening
Customer comment cards

- design & print
3 Operations - create procedures for receiving & responding
- download template on RestaurantOwner.com
Operations
Operations
Operations
Operations
Operations

Months Target
Operations

Months Target
Employee benefits
4 Personnel - determine insurance coverage (medical, dental, life, disability) & eligibility
- vacation, meals, comps, tuition reimbursement, other
Employee job descriptions

4 Personnel - create for all staff & management positions
- download templates on RestaurantOwner.com
Management team
4 Personnel - start interviewing/selection process
Organizational chart
4 Personnel - create organizational chart for restaurant
Employee handbook
3 Personnel - create to document and communicate all employee & employment practices
Employee training manuals

3 Personnel - create for all positions
Management training materials

- personnel hiring, training & management
3 Personnel - operations
- administrative
Master training schedule

3 Personnel - create schedule for staffing training leading up to opening day
Sidework procedures & schedules

3 Personnel - create server/front-of-house sidework checklists
Staff pay scales

3 Personnel - determine starting pay scales for each position
- determine employee review/raise policies
Staffing needs
3 Personnel - determine number of new hires needed by position
- plan for turnover, hire 20% more than you think you need
Employee recruiting
- newspaper ads, "NOW HIRING" banner
- recruiting missions
2 Personnel - word of mouth campaigns
- bonus for referrals

Months Target
Pre-opening interview site
2 Personnel - trailer, temporary office
- equip with phone, furniture, hiring/selection forms
Food safety training

2 Personnel - purchase food safety training materials/videos
- contact state or National Restauant Association
Assemble new employee materials

- application forms
- uniforms
2 Personnel - W-4, I-9 forms
- employee handbook, job descriptions
- orientation & training checklists
- check RestaurantOwner.com for forms & templates
Employee files
2 Personnel - set up for employment application, status changes, other personnel records
OSHA
1 Personnel - review OSHA standards with managers

1 Personnel - determine state/local requirements
- assign employee(s) for certification course

1 Personnel - assign employee(s) for certification course
Safety checklist & audit

1 Personnel - create safety checklist & perform safety audit
- download Safety Checklist template on RestaurantOwner.com
Wine training program

1 Personnel - arrange for wine supplier to provide
Begin staff training

1 Personnel
Safety & first aid training

1 Personnel - conduct training program for all employees
Conduct practice runs/mock service

1 Personnel - full dress with uniforms
Finalize opening week employee schedules

1 Personnel - staff heavy
- plan for turnover, no-shows

Months Target
Personnel

Months Target
Potential of local markets
12 Site/Planning - become familiar with local markets that show potential for new restaurants
- create short list of the most promising areas
Facility requirements
10 Site/Planning - how much space, seats, parking will you need
Site/location criteria
- determine site/location criteria
- demographics, traffic count
10 Site/Planning - size, number of seats, rental rates
- lease terms
- other
- examine strengths & weaknesses of competitors in target areas
9 Site/Planning - evaluate relative success of restaurant in local market
- where is there potential?
- what dining segments are not being well-served?
Square footage
- determine optimum square footage needed (range)
9 Site/Planning - including kitchen, dining room, storage
- rule of thumb is roughly 30 square feet per seat (total square footage)
Tenent rep broker

9 Site/Planning - secure service of a tenent rep broker to assist you in site selection
- find a broker with a specialty or focus on restaurant sites
Bar seating
8 Site/Planning - estimate potential for bar revenue
- balance with space/seating needed for dining room
Building/fire/safety codes
8 Site/Planning - obtain all applicable code requirements
Electrical service
8 Site/Planning - evaluate adequacy of available power
Floor plan (existing space)

8 Site/Planning - obtain floor plan of space
- include layout of load-bearing (permanent) walls
Floor slope evaluation

8 Site/Planning - consider slope on handicap, OSHA requirements
- safety considerations for staff & guests
Lighting fixtures
8 Site/Planning - inspect interior & exterior lighting including parking lot

Months Target
Liquor license
8 Site/Planning - know the process & cost of obtaining a liquor license
List of existing kitchen equipment

8 Site/Planning - obtain detailed list
- verify & evaluate condition
Number of tables/seats
8 Site/Planning - estimate potential seating/revenue potential of dining room
Parking
8 Site/Planning - is there adequate parking
- what is the ratio of seats to parking spaces, is there a local minimum
Sales to investment analysis

- estimate total capital costs & compare to projected annual sales
8 Site/Planning - goal is to have minimum 1.5 to 1 sales to investment ratio in leasehold
- goal is to have minimum 1 to 1 ratio when land & building is owned
- go to RestaurantOwner.com for more information
Traffic patterns
8 Site/Planning - evaluate adequacy of traffic flow (foot traffic, if applicable)
Zoning requirements
8 Site/Planning - verity that there are no zoning problems with your concept/plans
Cleanup required
7 Site/Planning - determine cost of cleanup/demolition prior to construction activities
Gas main / lines

7 Site/Planning - adequate size, capacity, age, condition
Health department
7 Site/Planning - verify no health-related conditions present that could pose problems
HVAC system
7 Site/Planning - inspect/evaluate condition
Plans for location/site area

7 Site/Planning - inquire with local officials about proposed, planned projects in area
- road, water, sewer, drainage, commercial, residential, zoning changes
Roof inspection
7 Site/Planning
Sewer lines
7 Site/Planning - evaluate adequacy; size, capacity, age, condition
Termite report
7 Site/Planning - have property inspected for termite/pest problems

Months Target
Type of flooring
7 Site/Planning
Utility requirements
7 Site/Planning - verify no utility/capacity problems
Water lines
7 Site/Planning - evaluate capacity, size, age, condition
Site selection decision

6 Site/Planning - finalize site selection
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning

Months Target
Site/Planning

Months Target
Uniforms
Smallwares/
3 - finalize design; kitchen, service, bar, host staffs, managers
Supplies
Dishroom items
Smallwares/ - bus carts, bus tubs, glass racks, tray racks
2
Supplies - chemicals, detergents
Smallware & kitchen utensils

Smallwares/
2 - source, specs, bid order
Supplies
Dining room
- high chairs
Smallwares/ - infant cradles
2 - booster seats
Supplies
- water pitchers, wine carafes
- serving trays, tray stands
Bar
- blender
- ice machine
- glass washer
Smallwares/
2 - shakers, strainers, spoons, bottle openers, corkscrew
Supplies
- jiggers
- scoops
- bar mats
- pitchers
Tabletop items
Smallwares/ - tableware, flatware, glassware, sugar caddies, table tents, vases
2
Supplies - salt & pepper shakers
Smallwares/ Employee name tags

2
Supplies
First aid kit
Smallwares/
2 - emergency burn kit
Supplies
Tip trays, check presentation folders

Smallwares/
2 - may be free from AMEX/MC or VISA
Supplies
Initial chemicals order

- degreasers, drain treatment
Smallwares/ - disinfectants, sanitizers
1 - floor care solutions
Supplies
- handcare
- cleaners for dishroom/restroom/dining room
Linen
Smallwares/
1 - table cloths, napkins, bar & kitchen towels
Supplies

Months Target
Initial paper good order

- napkins, take-out, delivery, coasters, doggie bags
Smallwares/ - straws, cups, lids
1 - filters, butcher pager
Supplies
- patty paper, food wrap film, aluminum foil
- clear trash can liners
Janitorial supplies
- carpet, tile, floor cleaner, spot remover
Smallwares/ - gum solvent, liquid hand soap, paper towels, toilet paper
1
Supplies - windex, paper towels
- "Wet Floor" signs
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies

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

2 Technology - select service provider
- message/music
Internet service provider

1 Technology - DSL, cable, satellite
POS/register
1 Technology - set up installation & training
Technology
Technology
Technology
Technology
Technology

Months Target
Technology

Countdown to Opening
Months Target
Examine successful concepts
12 Concept - collect info on concepts that appeal to you
Local market
12 Concept - look for opportunities, concept gaps in your market
Visit existing restaurants

12 Concept - observer which concepts are busy; try to determine why
Financing
12 Finance/Legal - investigate potential sources for startup capital
- savings, family, friends, banks, SBA, investors
Potential of local markets

12 Site/Planning - become familiar with local markets that show potential for new restaurants
- create short list of the most promising areas
Start to interview/build team of professionals

11 Administration - attorney, CPA, architect, designer, insurance agent, real estate broker
Menu price range

11 Concept - price points of the most successful restaurants in your area
Preliminary food & bar menus

11 Concept - begin collecting menu & recipe ideas
Graphic artist
Design/
11 - select graphic artist
Construction
Bank/SBA lending
11 Finance/Legal - find banks that have financed restaurant startups
Business plan
11 Finance/Legal - begin drafting your business plan
- estimate total startup cost of project through opening day
11 Finance/Legal - incorporate this into business plan
- refer to Capital Budget worksheet on "Startup & Feasibility Spreadsheets"
on RestaurantOwner.com
List of possible names for restaurant

11 Finance/Legal - solicit ideas from friend, relatives
Startup Checklist Page 36 of 60

Months Target
Collect info on permits/licenses
10 Administration - health, liquor, other
Insurance
10 Administration - identify requirements; building, liability, workmen's comp, other
Further define concept

10 Concept - type of service, price range, menu
Financial feasibility
- begin establishing preliminary financial assumptions
10 Finance/Legal - sales, operating costs, capital costs, number of employees, etc.
- refer to NRA's Industry Operation's Report for industry averages
- use "Startup & Feasibility Spreadsheets" on RestaurantOwner.com
Facility requirements
10 Site/Planning - how much space, seats, parking will you need
Site/location criteria
- determine site/location criteria
- demographics, traffic count
10 Site/Planning - size, number of seats, rental rates
- lease terms
- other
Points of difference
9 Concept - what will make your restaurant unique in terms of menu, service, ambiance,
other
List of architects
Design/
Construction
List of general contractors

Design/
Construction
List of interior design firms

Design/
Construction
Preliminary equipment requirements

9 FF&E - create a list of the equipment needed
Attorney & CPA

9 Finance/Legal - find firms with restaurant experience
- get & check references

Months Target
Business entity
9 Finance/Legal - consider corporation, LLC, partnership, limited partnership
- seek guidance from CPA/attorney
Personal career accomplishments/work history

9 Finance/Legal - prepare and include in business plan
Review financial projections with your CPA

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

9 Site/Planning - secure service of a tenent rep broker to assist you in site selection
- find a broker with a specialty or focus on restaurant sites
Concept validation/testing
8 Concept - interview potential customers on your concept plans
Determine name of restaurant

8 Concept - trade name search (attorney)

Months Target
Finalize concept
8 Concept - menu, service, unique offerings, price range, ambiance, etc.
- draft concept statement fully describing concept
Ansul system
Design/
8 - what are local requirements
Construction
Construction & development costs

Design/
8 - get estimates of buildout/construction costs from contractors
Construction
Exits
Design/ - panic hardware requirements, emergency lighting
8
Construction - fire code requirements
Design/ Handicap access/requirements

8
Construction
Equipment lists
8 FF&E - kitchen, bar, dining room, bar, office
Lease or purchase kitchen equipment

8 FF&E - shop equipment leasing companies
Business plan
8 Finance/Legal - complete business plan
8 Finance/Legal - update projections with actual bids/current estimates
Personal financial statement

8 Finance/Legal - prepare / update your personal financial statement
Visit restaurants with similar offerings

8 Operations - take notes of good & bad items
Bar seating
8 Site/Planning - estimate potential for bar revenue
- balance with space/seating needed for dining room
Building/fire/safety codes
8 Site/Planning - obtain all applicable code requirements
Electrical service
8 Site/Planning - evaluate adequacy of available power

Months Target
Floor plan (existing space)
8 Site/Planning - obtain floor plan of space
- include layout of load-bearing (permanent) walls
Floor slope evaluation

8 Site/Planning - consider slope on handicap, OSHA requirements
- safety considerations for staff & guests
Lighting fixtures
8 Site/Planning - inspect interior & exterior lighting including parking lot
Liquor license
8 Site/Planning - know the process & cost of obtaining a liquor license
List of existing kitchen equipment

8 Site/Planning - obtain detailed list
- verify & evaluate condition
Number of tables/seats
8 Site/Planning - estimate potential seating/revenue potential of dining room
Parking
8 Site/Planning - is there adequate parking
- what is the ratio of seats to parking spaces, is there a local minimum
Sales to investment analysis

- estimate total capital costs & compare to projected annual sales
8 Site/Planning - goal is to have minimum 1.5 to 1 sales to investment ratio in leasehold
- goal is to have minimum 1 to 1 ratio when land & building is owned
- go to RestaurantOwner.com for more information
Traffic patterns
8 Site/Planning - evaluate adequacy of traffic flow (foot traffic, if applicable)
Zoning requirements
8 Site/Planning - verity that there are no zoning problems with your concept/plans
Banking
7 Administration - open construction/development account
Liquor license
7 Administration - investigate application process/availability of liquor license

Months Target
Architectural/design
Design/
7 - review & approve
Construction
Design/ Builder's risk insursnce

7
Construction
Contractor
Design/
7 - select contractor
Construction
Design/ Demolition work

7
Construction
Design-Exterior
Design/
7 - siding, ramps, windows, awnings, lighting
Construction
Design-Interior
Design/
7 - kitchen, bar, dining room, bar, office, lighting
Construction
Design/ General liability insurance

7
Construction
Patio / outside seating
Design/
7 - design, available seating, permits, w/w station, cost feasibility
Construction
Design/ Select architect/designer

7
Construction
Exterior signage
7 FF&E - get local code/permit/approval requirements
Buy-sell agreement
7 Finance/Legal - attorney prepares if you have partners/investors
- consider insurance to fund
Landlord approvals
7 Finance/Legal - determine what items require landlord approval
- plans, signage, other
Utilites billing changes

Design/ - change name/party responsible for utility bills
7
Construction - electrical, gas, water
Utilities
Design/ - determine utility company options
7
Construction - choose provider

Months Target
Menu & recipes
- narrow menu offereings
7 Operations - create & test recipes
- use distributor test kitchen if possible
Cleanup required
7 Site/Planning - determine cost of cleanup/demolition prior to construction activities
Gas main / lines

7 Site/Planning - adequate size, capacity, age, condition
Health department
7 Site/Planning - verify no health-related conditions present that could pose problems
HVAC system
7 Site/Planning - inspect/evaluate condition
Plans for location/site area

7 Site/Planning - inquire with local officials about proposed, planned projects in area
- road, water, sewer, drainage, commercial, residential, zoning changes
Roof inspection
7 Site/Planning
Sewer lines
7 Site/Planning - evaluate adequacy; size, capacity, age, condition
Termite report
7 Site/Planning - have property inspected for termite/pest problems
Type of flooring
7 Site/Planning
Utility requirements
7 Site/Planning - verify no utility/capacity problems
Water lines
7 Site/Planning - evaluate capacity, size, age, condition
Federal ID number
Design/ Acoustical ceilings

6
Construction
Design/ Air conditioning/circulation
6
Construction

Months Target
Back door
Design/
6 - peep hole, buzzer for deliveries, emergency bar
Construction
Design/ Bathroom partitions & accessories

6
Construction
Design/ Burgler alarm system
6
Construction
Design/ Canopies & awnings
6
Construction
Design/ Carpentry
6
Construction
Design/ Carpet
6
Construction
Design/ Concrete
6
Construction
Construction timeline
Design/
6 - time for each phase, completion date
Construction
Design elements
Design/
6 - logo, colors, type style
Construction
Door locks
Design/
6 - deadbolts, re-key locks prior to opening
Construction
Door/exits hardware
Design/
6 - alarms, push bars, emergency escape
Construction
Design/ Doors & Windows

6
Construction
Design/ Doors, frames & hardware
6
Construction
Design/ Drywall
6
Construction
Design/ Electrical/Lighting
6
Construction
Design/ Exterior painting
6
Construction
Design/ Hardwood flooring
6
Construction
Design/ Interior painting
6
Construction
Kitchen fire control
Design/
6 - design & setup system
Construction

Months Target
List of inspectors
Design/
6 - building, fire, electrical, plumbing, health
Construction
Design/ Masonry
6
Construction
Design/ Mechanical
6
Construction
Design/ Parking lot
6
Construction - resurfacing, control access during construction
Design/ Paving
6
Construction
Design/ Plumbing
6
Construction
Design/ Resilient flooring
6
Construction
Design/ Roofing & waterproofing
6
Construction
Select contractor
Design/ - obtain bids
6
Construction - contractor prepares timeline/critical path for completion
Smoke detectors
Design/
6 - wire to alarm system
Construction
Design/ Sound/music system

6
Construction
Design/ Specialty items
6
Construction
Sprinkler system
Design/ - obtain requirements
6
Construction - have wired to alarm system
Design/ Steel/railings
6
Construction
Tile
Design/
6 - kitchen, bathrooms, dining areas, wall and floor
Construction
Site selection decision

6 Site/Planning - finalize site selection
Credit application sheet

5 Administration - create for setting up new accounts, include references
Electrical service
Design/
Construction

Months Target
Gas service
Design/
Construction
Grease trap
Design/
Construction
Landscaping
Design/
5 - design & bid contract
Construction
Design/ Lighting for parking lot

5
Construction
Waste water
Design/
Construction
Water service
Design/
5 - Permits, procedures, plans, installation, inspection
Construction
Tax ID numbers/accounts
5 Finance/Legal - apply for federal, state unemployment insurance, state sales tax
Insurance agent
5 Ongoing Services - building, general liability, liquor liability, workman's comp, group medical
Table mix & arrangement

5 Operations - determine mix of 2 top, 4 top, round, booths
- determine booth / table positions, table numbers
Liquor license
- consider hiring firm to assist in processing application
Water quality
Design/
4 - test for hard water, take bids for water softening, filtration
Construction
Safe for office

4 FF&E - determine type, bid & order
List of available suppliers

4 Food & Beverage - create list of suppliers for food, beverages & supplies
Menu boards & pictures

4 Marketing - determine type, design, order
- pictures of key menu items bundled with side & beverage

Months Target
Banners
4 Marketing - NOW HIRING /COMING SOON / NOW OPEN
Hours of operation
4 Operations - determine for each day/meal period
Vending machines
4 Operations - cigarettes, pay phones, video games, other
Employee benefits
4 Personnel - determine insurance coverage (medical, dental, life, disability) & eligibility
- vacation, meals, comps, tuition reimbursement, other
Employee job descriptions

4 Personnel - create for all staff & management positions
Management team
4 Personnel - start interviewing/selection process
Organizational chart
4 Personnel - create organizational chart for restaurant
Uniforms
Smallwares /
3 - finalize design; kitchen, service, bar, host staffs, managers
Supplies
Employee meal policy

3 Administration - determine policy
Employee timekeeping system

3 Administration - decide on stand alone, time cards, manual, POS
Cleaning crew
Design/
3 - bid & select vendor for initial & final clean
Construction
Exterior signage
Design/
3 - primary, handicap, reserved, valet, hours of operation, delivery times
Construction
Supplier, contractor, sub-contractor contacts

Design/
3 - create master phone & contact list with emergency numbers
Construction
Soda system installation

3 FF&E - select vendor & set up installation date

Months Target
Line of credit
3 Finance/Legal - set up working capital line of credit with bank
Beer
3 Food & Beverage - decide what bottled / draft beers to stock
Food inventory
3 Food & Beverage
- create master inventory list of all ingredients/products to stock
Liquor
3 Food & Beverage - determine well/premium/super premium brands
Liquor, beer & wine inventory

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

3 Food & Beverage - begin building recipe binder & laminated recipe card for menu items
- prepare recipe cards for all batch recipes
Wine
3 Food & Beverage - determine wines to stock
Wine list
3 Food & Beverage - design & print
- include in main menu?
Gift certificates
3 Marketing - design & print
- program gift certificate sales keys into POS (both sale & redemption)
Local charities
3 Marketing - choose which charity(s) to support
- consider a "charity night" pre-opening party
Printing
3 Marketing - stationary, envelopes, labels, business cards
- invitations for opening parties
Public relations for opening

3 Marketing - hire local PR firm
- send out press releases to local media outlets

Months Target
Yellow page ad
3 Marketing - determine if yellow page advertising makes sense
- inquire about timing of next printing cycle
Dining room cleaning

3 Ongoing Services - carpet, flooring, rest rooms
- select outside vendor
Hood/kitchen cleaning
Interior plant service

Landscaping/lawn services
Security guards
3 Ongoing Services - determine if needed on certain nights/hours
Checklists
3 Operations - prepare opening, closing, shift change checklists for all stations
- download checklist templates on RestaurantOwner.com
Guest (table ready) call system

3 Operations - determine system to use
- pagers, sound system, other
Happy hour
3 Operations - determine special, prices, food
- check state/local laws regarding happy hour/discount programs
Menu analysis
3 Operations - determine items for signature or high promotion status
- base decision on gross profit margin, ease of preparation, quality
Menu item cost

- calculate raw food cost on all menu items
3 Operations - rank each categorie's items by gross profit margin
- does prime distributor have food management software if so, ask for assistance
Prep lists with pars

3 Operations - create prep lists with par levels

Months Target
Product specs
- create detailed product specs for all food products
3 Operations - grade, size, packaging, brand, etc.
- ask your distributor for assistance
Reservation policy
3 Operations - determine if you will take reservations or not
- consider "call in" program to place names on wait list only
Station setup sheets with pars

3 Operations - for kitchen & dining room(s)
Customer comment cards

- design & print
3 Operatons - create procedures for receiving & responding
Employee handbook
3 Personnel - create to document and communicate all employee & employment practices
Employee training manuals

3 Personnel - create for all positions
Management training materials

- personnel hiring, training & management
3 Personnel - operations
- administrative
Master training schedule

3 Personnel - create schedule for staffing training leading up to opening day
Sidework procedures & schedules

3 Personnel - create server/front-of-house sidework checklists
Staff pay scales

3 Personnel - determine starting pay scales for each position
- determine employee review/raise policies
Staffing needs
3 Personnel - determine number of new hires needed by position

Months Target
POS phone line
3 Technology - dedicated line for charge approvals
- tie into DSL/cable line
POS system
- list requirements
3 Technology - download POS Evaluation Worksheet on Restaurantowner.com
- create list of brands/dealers used by other local operaters
- start evaluation/demonstration process
Website
3 Technology - register domain name
- contact web design firm

2 Administration - determine requirements
Tax permits
2 Administration - apply for Sales Tax ID (state, local)
Dining room
- high chairs
Smallwares/ - infant cradles
2 - booster seats
Supplies
- water pitchers, wine carafes
- serving trays, tray stands
Bar
- blender
- ice machine
- glass washer
Smallwares/
2 - shakers, strainers, spoons, bottle openers, corkscrew
Supplies
- jiggers
- scoops
- bar mats
- pitchers
Communications/phone system
- phone lines for office, fax, kitchen, hostess station
2 FF&E - pagers, cell phones, fire & burglar alarms
- internet access, service provider
Interior signs
2 FF&E - menu boards, restrooms, fire exit, hand wash, wait to be seated

Months Target
Office equipment
2 FF&E - copier, fax, computer, printer, calculators
Office furniture
2 FF&E - desk, chairs, filing cabinet, shelving
Receiving scale
2 FF&E - minimum 200lb capacity

2 Food & Beverage - determine local/state certification requirements
- arrange for manager/employee certification
Payroll processing
2 Ongoing Services - outsource to ADP, Paychex, other
Dishroom items
Smallwares/ - bus carts, bus tubs, glass racks, tray racks
2
Supplies - chemicals, detergents
Smallware & kitchen utensils

Smallwares/
2 - source, specs, bid order
Supplies
Tabletop items
Smallwares/ - tableware, flatware, glassware, sugar caddies, table tents, vases
2
Supplies - salt & pepper shakers
Banking
2 Administration - open operating, payroll, reserve accounts
- order checks, deposit slips
Payroll processing
2 Administration - in-house, outsource to ADP, Paychex, outside accountant
Music
2 Ongoing services - Muzak, ASCAP, BMI (music licensing)
- satellite radio
Emergency exit procedures

2 Operations - determine procedures, post maps
- discuss in safety meetings with staff

Months Target
Employee recruiting
- newspaper ads, "NOW HIRING" banner
- recruiting missions
2 Personnel - word of mouth campaigns
- bonus for referrals
Pre-opening interview site

2 Personnel - trailer, temporary office
- equip with phone, furniture, hiring/selection forms
Computer software
2 Technology - Microsoft office, scheduling, food management
POS system
- make POS decision
2 Technology - set up menu items & prices
- decide on comps & discount categories
- set up essential reports
Credit card merchant accounts

2 Administration - setup for MC/Visa, Amex, Discover, Others
Building & equipment plans

2 Design/Constr. - retain full set of plans for operational files
Walk-through with contractor

2 Design/Constr. - create initial punch list
Restrooms
2 FF&E - hand towel/dryer dispensers, soap dispensers, hand soap,
baby changing tables
Menus
2 Food & Beverage - covers & inserts, to-go, catering, children's
Chemicals
Grease trap
Knife & blade sharpening

2 Ongoing Services - perform in-house
- use outside service

Months Target
Monthly accounting
- determine monthly or 4-week cycle
2 Ongoing Services - use industry standard chart of accounts
- outside accounting service or in-house bookkeeper/accountant
Pest control
Trash disposal
Window washing
2 Ongoing Services - do in-house or outsource
- select approved vendor
Bulletin board
- for employee schedule, mandadory postings
2 Operations - choking poster
- emergency hospital & doctor numbers & instructions
Children's amenities
2 Operations - menu, crayons, coloring book, high chairs, booster seats, balloons
Cleaning & maintenance schedules

2 Operations - set up schedules & procedures
- download Cleaning Checklists on RestaurantOwner.com
Emergency numbers
2 Operations - map, directions to hospital
- make arrangements with local doctor, clinic
Entertainment
2 Operations - obtain permits if required
- create list of potential entertainers
Floor maintenance
2 Operations - get ongoing floor maintenance procedures
- purchase cleaning / polishing supplies
Valet parking
- valet stand
2 Operations - key control system
- valet only parking area signs, cones

Months Target
Food safety training
2 Personnel - purchase food safety training materials/videos
- contact state or National Restauant Association
Smallwares/ Employee name tags

2
Supplies
Phone on hold message
2 Technology - select service provider
- message/music
Accounting software
2 Administration - if accounting done in-house; Quickbooks, Peachtree, other
- format P&L consistent with NRA Uniform System of Accounts
Petty cash
2 Administration - setup petty cash fund for cash payments
- create petty cash reimbursement form
Compressors & valves

Design/
2 - label and check for accessibility
Construction
Electrical labeling
Design/
2 - label switches, breakers and check for accessibility
Construction
Janitorial equipment
2 FF&E - wet floor signs, mops, buckets, vacuum
- trash cans, cordless dust pan
Armored car service

Building & HVAC repairs

Dishwasher service
Laundry & linen

Approved vendor list

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

Months Target
Birthday specials
2 Operations - determine policy, special desserts, b-day song, other
Seating chart & waitstaff sections

2 Operations - create seating chart diagram with waitstaff sections
Assemble new employee materials

- application forms
- uniforms
2 Personnel - W-4, I-9 forms
- employee handbook, job descriptions
- orientation & training checklists
- check RestaurantOwner.com for forms & templates
Employee files
2 Personnel - set up for employment application, status changes, other personnel records
First aid kit

Smallwares/
2 - emergency burn kit
Supplies
Tip trays, check presentation folders

Smallwares/
2 - may be free from AMEX/MC or VISA
Supplies
Deposit procedures
2 Administration - armored car service or other
Inspections
Design/
2 - schedule for fire, health departments
Construction
Initial food, beverage & supplies orders

2 Operations - determine quantities for training, mock shifts, pre-opening activities
Insurance
1 Administration - verify with your agent that all policies are in force
Parking lot striping

1 Design/Constr. - handicap space requirements
Emergency equipment procedures

1 FF&E - determine emergency shut-off steps
- label equipment
Equipment tests
1 FF&E - test each piece with supplier prior to training

Months Target
Kitchen clock
1 FF&E - purchase & install
Kitchen tools/toolkit
1 FF&E - purchase & designate location store
Initial food order

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

1 Food & Beverage - for display in kitchen area
Opening party(s)
1 Marketing - press event, VIPs, contractors & suppliers
- create guest lists, send invitations
OSHA
1 Personnel - review OSHA standards with managers
Initial chemicals order

- degreasers, drain treatment
Smallwares/ - disinfectants, sanitizers
1 - floor care solutions
Supplies
- handcare
- cleaners for dishroom/restroom/dining room
Linen
Smallwares/
1 - table cloths, napkins, bar & kitchen towels
Supplies
Internet service provider

1 Technology - DSL or cable
Bank supplies
1 Administration - deposit stamp & pad, deposit bags, deposit slips
Alarm system
Design/
1 - install & inspect
Construction
Beverage service
Design/
1 - set up installation of post mix system, coffee, iced tea
Construction
Fire extinguishers
Design/
1 - install with visible operating instructions
Construction

Months Target
Ansul system
1 FF&E - inspect
R&M binder for all equipment

1 FF&E - prepare repair & maintenance binder for operating instructions, manuals
- mail in warranty cards
Storage shelves
1 FF&E - clean, organize & label; walk-in, freezer, dry storage
Order & delivery schedule

1 Operations - prepare weekly schedule with each vendor's order & deliver dates
- download "Ordering & Receiving Schedule" template on RestaurantOwner.com
Padlocks for cooler doors

1 Operations - create control system for access & keys
- limit access to storage rooms to deliveries & requisition into production

1 Personnel - determine state/local requirements
- assign employee(s) for certification course

1 Personnel - assign employee(s) for certification course
Safety checklist & audit

1 Personnel - create safety checklist & perform safety audit
- download Safety Checklist template on RestaurantOwner.com
Wine training program

1 Personnel - arrange for wine supplier to provide
Initial paper good order

- napkins, take-out, delivery, coasters, doggie bags
Smallwares/ - straws, cups, lids
1
Supplies - filters, butcher pager
- patty paper, food wrap film, aluminum foil
Janitorial supplies
Smallwares/ - carpet, tile, floor cleaner, spot remover
1
Supplies - gum solvent, liquid hand soap, paper towels, toilet paper
POS/register
1 Technology - set up installation & training

Months Target
Accounting/bookkeeping system
1 Administration - have CPA review sales, deposit, payroll and accounts payable system
Permits, licenses, inspections, approvals

1 Administration - verify that licenses, etc. have been secured
Exterior signage light timer

Design/
1 - set light timer
Construction
Design/ Update construction punch list

1
Construction
Calibrate temperatures on equipment
1 FF&E - fryers, griddle, oven, stove, other
Check walk-in & refrigeration temperatures

1 FF&E
Clean & sanitize walk-in, freezer
1 FF&E
Receive furniture
1 FF&E - tables, chairs, desk tops, benches, patio furniture
Test all equipment

1 FF&E
Initial alcoholic beverage order

1 Food & Beverage - prepare & place initial order
Deposit bags
1 Operations - obtain from bank
Hostess stand supplies

1 Operations - reservation book, call clock, pencils, notebooks, kid's stuff
Light levels
1 Operations - determine for each meal period
- label light switches
Begin staff training

1 Personnel
Safety & first aid training

1 Personnel - conduct training program for all employees
Initial change order

1 Administration - get change & small bills from bank

Months Target
POS/merchant accounts
1 Administration - test credit card approval/processing
Receive certificate of occupancy

1 Administration
Continue construction punch list
1 Design/Constr.
Exterior cleanup
Design/
1 - parking lot, landscaping, building, windows
Construction
Final clean
Design/
1 - interior & exterior of building
Construction
Design/ Wash windows

1
Construction
Complete equipment warranty cards
1 FF&E
Final clean all equipment
1 FF&E
Hang pictures, wall decore
1 FF&E
Install interior plants
1 FF&E
Run ice machine

1 FF&E - empty/sanitize/refill
- find ice company for backup
Change order
1 Operations - prepare initial change order; change & small bills
Check inventory levels

1 Operations - on all food, beverage, paper & supplies
- prepare orders for opening week
Opening inventory
1 Operations - take full physical inventory on all food & beverage items night before opening
- necessary to calculate accurate food & beverage costs after opening
Conduct practice runs/mock service

1 Personnel - full dress with uniforms
Finalize opening week employee schedules

1 Personnel - staff heavy
- plan for turnover, no-shows

Months Target
Equipment repairs

Restaurant Startup Checklist: Countdown To Opening - by Category

Загружено:

Сведения о документе

Оригинальное название

Авторское право

Доступные форматы

Поделиться этим документом

Поделиться или встроить документ

Параметры публикации

Этот документ был вам полезен?

Это неприемлемый материал?

Авторское право:

Доступные форматы

Restaurant Startup Checklist: Countdown To Opening - by Category

Загружено:

Авторское право:

Доступные форматы

Restaurant Startup Checklist

Countdown to Opening - By Category

Collect info on permits/licenses

Credit application sheet

Employee meal policy

Employee timekeeping system

Alcoholic beverage server certification

Credit card merchant accounts

Startup Checklist - by Category Page 1of 60

Permits, licenses, inspections, approvals

Initial change order

1 Administration Receive certificate of occupancy

Startup Checklist - by Category Page 2of 60

Concept Visit existing restaurants

Menu price range

Preliminary food & bar menus

Further define concept

Concept Concept validation/testing

Concept Determine name of restaurant

Startup Checklist - by Category Page 3of 60

List of general contractors

List of interior design firms

Design/ Construction & development costs

Design/ Handicap access/requirements

Design/ Builder's risk insursnce

Design/ Demolition work

Design/ General liability insurance

Design/ Select architect/designer

Startup Checklist - by Category Page 4of 60

Design/ Acoustical ceilings

Design/ Back door

Design/ Bathroom partitions & accessories

Design/ Doors & Windows

Startup Checklist - by Category Page 5of 60

Design/ Interior painting

Design/ Sound/music system

Startup Checklist - by Category Page 6of 60

Design/ Lighting for parking lot

Supplier, contractor, sub-contractor contacts

Compressors & valves

Building & equipment plans

Walk-through with contractor

Startup Checklist - by Category Page 7of 60

Exterior signage light timer

Design/ Update construction punch list

Design/ Wash windows

Design/ Continue construction punch list

Startup Checklist - by Category Page 8of 60

Startup Checklist - by Category Page 9of 60

Lease or purchase kitchen equipment

Safe for office

Soda system installation

Emergency equipment procedures

Startup Checklist - by Category Page 10of 60

R&M binder for all equipment

Calibrate temperatures on equipment

Check walk-in & refrigeration temperatures

Test all equipment

Run ice machine

Startup Checklist - by Category Page 11of 60

List of possible names for restaurant

Attorney & CPA

Personal career accomplishments/work history