Opening Checklist

Restaurant Startup Checklist
While every restaurant startup is different and unique, this checklist is designed to help you identify, antic and hopefully many of the minor tasks, functions, components and decisions that are part of most new res probably run into issues that are not reflected on this checklist. If so, add these accordingly and please let continue to make this as comprehensive as possible. You can email any comments to Jim Laube at jim@re 281-545-9230. Thanks!
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Before you begin work, save this worksheet and create a working copy using the File, Save As command.
We recommend that you work on each worksheet in the order in which it appears in the tabs below, from l
Copyright 2006 RestaurantOwner.com
gned to help you identify, anticipate and plan for the major ns that are part of most new restaurant ventures. You will hese accordingly and please let us know so we can mments to Jim Laube at jim@restaurantowner.com or call
g the File, Save As command.
pears in the tabs below, from left to right.

Countdown to Opening - By Category
Months Before Opening 11
Category
Administration
Activity
Start to interview/build team of professionals - attorney, CPA, architect, designer, insurance agent, real estate broker Collect info on permits/licenses - health, liquor, other Insurance - identify requirements; building, liability, workmen's comp, other Banking - open construction/development account Liquor license - investigate application process/availability of liquor license Federal ID number - apply for Credit application sheet - create for setting up new accounts, include references Liquor license - apply for - consider hiring firm to assist in processing application Employee meal policy - determine policy Employee timekeeping system - decide on stand alone, time cards, manual, POS Alcoholic beverage server certification - determine requirements Tax permits - apply for Sales Tax ID (state, local) Banking - open operating, payroll, reserve accounts - order checks, deposit slips Payroll processing - in-house, outsource to ADP, Paychex, outside accountant Credit card merchant accounts - setup for MC/Visa, Amex, Discover, Others Accounting software - if accounting done in-house; Quickbooks, Peachtree, other - format P&L consistent with NRA Uniform System of Accounts
Responsible Person/Party
Target Completion Date
Status/Date Competed
10
Administration
10
Administration
Administration
Administration
Administration
Administration
Administration
Administration
Administration
Administration
Administration
Administration
Administration
Administration
Administration
Startup Checklist - by Category
Page 3of 75

Category
Administration
Activity
Petty cash - setup petty cash fund for cash payments - create petty cash reimbursement form Deposit procedures - armored car service or other Insurance - verify with your agent that all policies are in force Bank supplies - deposit stamp & pad, deposit bags, deposit slips Accounting/bookkeeping system - have CPA review sales, deposit, payroll and accounts payable system Permits, licenses, inspections, approvals - verify that licenses, etc. have been secured Initial change order - get change & small bills from bank POS/merchant accounts - test credit card approval/processing Receive certificate of occupancy
Administration
Administration
Administration
Administration
Administration
Administration
1 1
Administration Administration Administration
Administration
Administration
Administration
Administration
Administration
Page 4of 75

Category
Concept Development Concept Development Concept Development Concept Development Concept Development Concept Development Concept Development Concept Development Concept Development Concept Development
Activity
Examine successful concepts - collect info on concepts that appeal to you Local market - look for opportunities, concept gaps in your market Visit existing restaurants - observer which concepts are busy; try to determine why Menu price range - price points of the most successful restaurants in your area Preliminary food & bar menus - begin collecting menu & recipe ideas Further define concept - type of service, price range, menu Points of difference - what will make your restaurant unique in terms of menu, service, ambiance, other Concept validation/testing - interview potential customers on your concept plans Determine name of restaurant - trade name search (attorney) Finalize concept - menu, service, unique offerings, price range, ambiance, etc. - draft concept statement fully describing concept
12
12
11
11
10
Concept Development
Concept Development
Concept Development
Concept Development
Page 5of 75

Category
Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Graphic artist - select graphic artist
Activity
List of architects - check references, create short list of quality firms List of general contractors - check references, create short list of quality firms List of interior design firms - check references, create short list of quality firms Ansul system - what are local requirements Construction & development costs - get estimates of buildout/construction costs from contractors Exits - panic hardware requirements, emergency lighting - fire code requirements Handicap access/requirements Architectural/design - review & approve Builder's risk insursnce Contractor - select contractor Demolition work Design-Exterior - siding, ramps, windows, awnings, lighting Design-Interior - kitchen, bar, dining room, bar, office, lighting General liability insurance Patio / outside seating - design, available seating, permits, w/w station, cost feasibility Select architect/designer Utilites billing changes - change name/party responsible for utility bills - electrical, gas, water
8 7 7 7 7 7
7 7 7 7
Page 6of 75

Category
Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Utilities - determine utility company options - choose provider Acoustical ceilings Air conditioning/circulation
Activity
6 6 6 6 6 6 6 6 6 6
Back door - peep hole, buzzer for deliveries, emergency bar Bathroom partitions & accessories Burgler alarm system Canopies & awnings Carpentry Carpet Concrete Construction timeline - time for each phase, completion date Design elements - logo, colors, type style Door locks - deadbolts, re-key locks prior to opening Door/exits hardware - alarms, push bars, emergency escape Doors & Windows Doors, frames & hardware Drywall Electrical/Lighting Exterior painting Flooring - Tile - Resilient - Hardwood - Carpet
6 6 6 6 6 6
Design/ Construction
Page 7of 75

Months Before Opening 6 6
Category
Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Interior painting Kitchen fire control - design & setup system
Activity
6 6 6 6 6 6 6 6
List of inspectors - building, fire, electrical, plumbing, health Masonry Mechanical Parking lot - resurfacing, control access during construction Paving Plumbing Resilient flooring Roofing & waterproofing Select contractor - obtain bids - contractor prepares timeline/critical path for completion Smoke detectors - wire to alarm system Sound/music system Specialty items Sprinkler system - obtain requirements - have wired to alarm system Steel/railings Tile - kitchen, bathrooms, dining areas, wall and floor Electrical service - permits, procedures, plans, installation, inspection Gas service - permits, procedures, plans, installation, inspection Grease trap - permits, procedures, plans, installation, inspection
6 6 6
6 6
Page 8of 75

Months Before Opening 5 5 5
Category
Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Landscaping - design & bid contract Lighting for parking lot
Activity
Waste water - permits, procedures, plans, installation, inspection Water service - permits, procedures, plans, installation, inspection Water quality - test for hard water, take bids for water softening, filtration Cleaning crew - bid & select vendor for initial & final clean Exterior signage - primary, handicap, reserved, valet, hours of operation, delivery times Supplier, contractor, sub-contractor contacts - create master phone & contact list with emergency numbers Compressors & valves - label and check for accessibility Electrical labeling - label switches, breakers and check for accessibility Inspections - schedule for fire, health departments, other Building & equipment plans - retain full set of plans for operational files Walk-through with contractor - create initial punch list Alarm system - install & inspect Beverage service - set up installation of post mix system, coffee, iced tea Fire extinguishers - install with visible operating instructions Exterior signage light timer - set light timer Update construction punch list
1 1
Page 9of 75

Category
Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction
Activity
Exterior cleanup - parking lot, landscaping, building, windows Final clean - interior & exterior of building Wash windows Parking lot striping - handicap space requirements Continue construction punch list
1 1 1 1
Page 10of 75

Category
FF&E
Activity
Preliminary equipment requirements - create a list of the equipment needed Equipment lists - kitchen, bar, dining room, bar, office Lease or purchase kitchen equipment - shop equipment leasing companies Exterior signage - get local code/permit/approval requirements Safe for office - determine type, bid & order Soda system installation - select vendor & set up installation date Communications/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 Receiving scale - minimum 200lb capacity 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
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
Page 11of 75

Category
FF&E Kitchen clock - purchase & install Kitchen tools/toolkit - purchase & designate location store Ansul system - inspect
Activity
FF&E
FF&E
FF&E
R&M binder for all equipment - prepare repair & maintenance binder for operating instructions, manuals - mail in warranty cards Storage shelves - clean, organize & label; walk-in, freezer, dry storage Calibrate temperatures on equipment - fryers, griddle, oven, stove, other Check walk-in & refrigeration temperatures Clean & sanitize walk-in, freezer Receive furniture - tables, chairs, desk tops, benches, patio furniture Test all equipment Complete equipment warranty cards Final clean all equipment Hang pictures, wall decore Install interior plants Run ice machine - empty/sanitize/refill - find ice company for backup
FF&E
1 1 1 1 1 1 1 1 1
FF&E FF&E FF&E FF&E FF&E FF&E FF&E FF&E FF&E
FF&E
FF&E
FF&E
FF&E
Page 12of 75

Category
Finance/Legal
Activity
Financing - investigate potential sources for startup capital - savings, family, friends, banks, SBA, investors Bank/SBA lending - find banks that have financed restaurant startups 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 - refer to Capital Budget worksheet on "Startup & Feasibility Spreadsheets" on RestaurantOwner.com List of possible names for restaurant - solicit ideas from friend, relatives Financial feasibility - begin establishing preliminary financial assumptions - sales, operating costs, capital costs, number of employees, etc. - refer to NRA's Industry Operation's Report for industry averages - use "Startup & Feasibility Spreadsheets" on RestaurantOwner.com Attorney & CPA - find firms with restaurant experience - get & check references Business entity - consider corporation, LLC, partnership, limited partnership - seek guidance from CPA/attorney Personal career accomplishments/work history - prepare and include in business plan Review financial projections with your CPA - have your CPA review for reasonableness, missing costs & expenses - have experienced restaurant professionals review your financials Select attorney - draft/file corporate documents - review/negotiate lease agreement Select CPA - determine corporate entity/review business plan financials Business plan - complete business plan
11
Finance/Legal
11
Finance/Legal
11
Finance/Legal
11
Finance/Legal
10
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Page 13of 75

Category
Finance/Legal
Activity
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 Tax ID numbers/accounts - apply for federal, state unemployment insurance, state sales tax Line of credit - 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
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Page 14of 75

Category
Activity
List of available suppliers Food & Beverage - create list of suppliers for food, beverages & supplies Beer Food & Beverage - decide what bottled / draft beers to stock Food inventory - create master inventory list of all ingredients/products to stock Liquor Food & Beverage - determine well/premium/super premium brands Food & Beverage Liquor, beer & wine inventory - create inventory worksheets for taking physical inventories - download Inventory Worksheet template on RestaurantOwner.com Price menu Food & Beverage - determine final price points on all menu items Food & Beverage Standard recipe files - begin building recipe binder & laminated recipe card for menu items - prepare recipe cards for all batch recipes Wine - determine wines to stock Wine list - design & print - include in main menu?
3 3 3
Food & Beverage
Food & Beverage
Food & Beverage
HACCAP training / certification - determine local/state certification requirements Food & Beverage - arrange for manager/employee certification Menus - covers & inserts, to-go, catering, children's
Food & Beverage
Initial food order - prepare & place initial order Food & Beverage - request free samples from suppliers to test - have sufficient quantites for testing & training Photographs of menu items Food & Beverage - for display in kitchen area Initial alcoholic beverage order - prepare & place initial order
Food & Beverage
Food & Beverage
Food & Beverage
Page 15of 75

Category
Marketing
Activity
Competitive analysis - create list of competitors - obtain sample menus for research & reference Menu boards & pictures - determine type, design, order - pictures of key menu items bundled with side & beverage Banners - NOW HIRING /COMING SOON / NOW OPEN Gift certificates - design & print - program gift certificate sales keys into POS (both sale & redemption) Local charities - choose which charity(s) to support - consider a "charity night" pre-opening party Printing - stationary, envelopes, labels, business cards - invitations for opening parties Public relations for opening - hire local PR firm - send out press releases to local media outlets Yellow page ad - determine if yellow page advertising makes sense - inquire about timing of next printing cycle Opening party(s) - press event, VIPs, contractors & suppliers - create guest lists, send invitations
Marketing
Marketing
Marketing
Marketing
Marketing
Marketing
Marketing
Marketing
Marketing
Marketing
Marketing
Marketing
Marketing
Page 16of 75

Category
Activity
Insurance agent Ongoing Services - building, general liability, liquor liability, workman's comp, group medical Dining room cleaning - carpet, flooring, rest rooms Ongoing Services - select outside vendor Hood/kitchen cleaning - select approved vendor Interior plant service - select approved vendor Landscaping/lawn services - select approved vendor Security guards - determine if needed on certain nights/hours Payroll processing - outsource to ADP, Paychex, other Music - Muzak, ASCAP, BMI (music licensing) - satellite radio Chemicals - select approved vendor Grease trap - select approved vendor Knife & blade sharpening - perform in-house - use outside service
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Monthly accounting - determine monthly or 4-week cycle Ongoing Services - use industry standard chart of accounts - outside accounting service or in-house bookkeeper/accountant Pest control - select approved vendor Trash disposal - select approved vendor Window washing - do in-house or outsource - select approved vendor
Ongoing Services
Ongoing Services
Ongoing Services
Page 17of 75

Category
Armored car service Ongoing Services - select approved vendor Building & HVAC repairs - select approved vendors Dishwasher service - select approved vendor Laundry & linen - select approved vendor Equipment repairs - select approved vendors Equipment repairs - select approved vendors
Activity
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Page 18of 75

Category
Operations Visit restaurants with similar offerings - take notes of good & bad items
Activity
Operations
Menu & recipes - narrow menu offereings - create & test recipes - use distributor test kitchen if possible Table mix & arrangement - determine mix of 2 top, 4 top, round, booths - determine booth / table positions, table numbers Hours of operation - determine for each day/meal period Vending machines - cigarettes, pay phones, video games, other Checklists - prepare opening, closing, shift change checklists for all stations - download checklist templates on RestaurantOwner.com Guest (table ready) call system - determine system to use - pagers, sound system, other Happy hour - determine special, prices, food - check state/local laws regarding happy hour/discount programs Menu analysis - determine items for signature or high promotion status - base decision on gross profit margin, ease of preparation, quality Menu item cost - calculate raw food cost on all menu items - rank each categorie's items by gross profit margin - does prime distributor have food management software if so, ask for assistance Prep lists with pars - create prep lists with par levels Product specs - create detailed product specs for all food products - grade, size, packaging, brand, etc. - ask your distributor for assistance Reservation policy - determine if you will take reservations or not - consider "call in" program to place names on wait list only
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Page 19of 75

Category
Operations Station setup sheets with pars - for kitchen & dining room(s) Emergency exit procedures - determine procedures, post maps - discuss in safety meetings with staff
Activity
Operations
Operations
Bulletin board - for employee schedule, mandadory postings - choking poster - emergency hospital & doctor numbers & instructions Children's amenities - menu, crayons, coloring book, high chairs, booster seats, balloons Cleaning & maintenance schedules - set up schedules & procedures - download Cleaning Checklists on RestaurantOwner.com Emergency numbers - map, directions to hospital - make arrangements with local doctor, clinic Entertainment - obtain permits if required - create list of potential entertainers Floor maintenance - get ongoing floor maintenance procedures - purchase cleaning / polishing supplies Valet parking - valet stand - key control system - valet only parking area signs, cones Approved vendor list - create Master Approved Vendor List - include primary & backup vendors Birthday specials - determine policy, special desserts, b-day song, other Seating chart & waitstaff sections - create seating chart diagram with waitstaff sections Initial food, beverage & supplies orders - determine quantities for training, mock shifts, pre-opening activities
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Page 20of 75

Months Before Opening
Category
Operations
Activity
Order & delivery schedule - prepare weekly schedule with each vendor's order & deliver dates - download & Receiving Schedule" template on RestaurantOwner.com Padlocks for "Ordering cooler doors - create control system for access & keys - limit access to storage rooms to deliveries & requisition into production Deposit bags - obtain from bank Hostess stand supplies - reservation book, call clock, pencils, notebooks, kid's stuff Light levels - determine for each meal period - label light switches Change order - prepare initial change order; change & small bills Check inventory levels - on all food, beverage, paper & supplies - prepare orders for opening week Opening inventory - take full physical inventory on all food & beverage items night before opening - necessary to calculate accurate food & beverage costs after opening Customer comment cards - design & print - create procedures for receiving & responding - download template on RestaurantOwner.com
1 1
Operations Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Operations
Page 21of 75

Category
Personnel
Activity
Employee benefits - determine insurance coverage (medical, dental, life, disability) & eligibility - vacation, meals, comps, tuition reimbursement, other Employee job descriptions - create for all staff & management positions - download templates on RestaurantOwner.com Management team - start interviewing/selection process Organizational chart - create organizational chart for restaurant Employee handbook - create to document and communicate all employee & employment practices - download template on RestaurantOwner.com Employee training manuals - create for all positions - download templates on RestaurantOwner.com Management training materials - personnel hiring, training & management - operations - administrative Master training schedule - create schedule for staffing training leading up to opening day Sidework procedures & schedules - create server/front-of-house sidework checklists - download template on RestaurantOwner.com Staff pay scales - determine starting pay scales for each position - determine employee review/raise policies Staffing needs - determine number of new hires needed by position - plan for turnover, hire 20% more than you think you need Employee recruiting - newspaper ads, "NOW HIRING" banner - recruiting missions - word of mouth campaigns - bonus for referrals - plan for turnover, hire 20% more than you think you need
Personnel
Personnel
Personnel
Personnel
Personnel
Personnel
Personnel
Personnel
Personnel
Personnel
Personnel
Page 22of 75

Category
Personnel
Activity
Pre-opening interview site - trailer, temporary office - equip with phone, furniture, hiring/selection forms Food safety training - purchase food safety training materials/videos - contact state or National Restauant Association Assemble new employee materials - application forms - uniforms - W-4, I-9 forms - employee handbook, job descriptions - orientation & training checklists - check RestaurantOwner.com for forms & templates 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 - download Safety Checklist template on RestaurantOwner.com Wine training program - arrange for wine supplier to provide Begin staff training Safety & first aid training - conduct training program for all employees Conduct practice runs/mock service - full dress with uniforms Finalize opening week employee schedules - staff heavy - plan for turnover, no-shows
Personnel
Personnel
Personnel
Personnel
Personnel
Personnel
Personnel
1 1 1
Personnel Personnel Personnel
Personnel
Personnel
Personnel
Page 23of 75

Category
Site/Planning
Activity
Potential of local markets - become familiar with local markets that show potential for new restaurants - create short list of the most promising areas Facility requirements - how much space, seats, parking will you need Site/location criteria - determine site/location criteria - demographics, traffic count - size, number of seats, rental rates - lease terms - other Competitive analysis - examine strengths & weaknesses of competitors in target areas - evaluate relative success of restaurant in local market - where is there potential? - what dining segments are not being well-served? Square footage - determine optimum square footage needed (range) - including kitchen, dining room, storage - rule of thumb is roughly 30 square feet per seat (total square footage) Tenent rep broker - secure service of a tenent rep broker to assist you in site selection - find a broker with a specialty or focus on restaurant sites Bar seating - estimate potential for bar revenue - balance with space/seating needed for dining room Building/fire/safety codes - obtain all applicable code requirements Electrical service - evaluate adequacy of available power Floor plan (existing space) - obtain floor plan of space - include layout of load-bearing (permanent) walls Floor slope evaluation - consider slope on handicap, OSHA requirements - safety considerations for staff & guests Lighting fixtures - inspect interior & exterior lighting including parking lot
10
Site/Planning
10
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Page 24of 75

Category
Site/Planning
Activity
Liquor license - know the process & cost of obtaining a liquor license List of existing kitchen equipment - obtain detailed list - verify & evaluate condition Number of tables/seats - estimate potential seating/revenue potential of dining room Parking - is there adequate parking - what is the ratio of seats to parking spaces, is there a local minimum Sales to investment analysis - estimate total capital costs & compare to projected annual sales - goal is to have minimum 1.5 to 1 sales to investment ratio in leasehold - goal is to have minimum 1 to 1 ratio when land & building is owned - go to RestaurantOwner.com for more information Traffic patterns - evaluate adequacy of traffic flow (foot traffic, if applicable) Zoning requirements - verity that there are no zoning problems with your concept/plans Cleanup required - determine cost of cleanup/demolition prior to construction activities Gas main / lines - adequate size, capacity, age, condition Health department - verify no health-related conditions present that could pose problems HVAC system - inspect/evaluate condition Plans for location/site area - inquire with local officials about proposed, planned projects in area - road, water, sewer, drainage, commercial, residential, zoning changes Roof inspection Sewer lines - evaluate adequacy; size, capacity, age, condition Termite report - have property inspected for termite/pest problems Type of flooring
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
7 7
Site/Planning Site/Planning
7 7
Page 25of 75

Category
Site/Planning Utility requirements - verify no utility/capacity problems
Activity
Site/Planning
Water lines - evaluate capacity, size, age, condition Site selection decision - 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
Site/Planning
Site/Planning
Page 26of 75

Category
Smallwares/ Supplies Smallwares/ Supplies Smallwares/ Supplies
Activity
Uniforms - finalize design; kitchen, service, bar, host staffs, managers Dishroom items - bus carts, bus tubs, glass racks, tray racks - chemicals, detergents Smallware & kitchen utensils - source, specs, bid order Dining room - high chairs - infant cradles - booster seats - water pitchers, wine carafes - serving trays, tray stands Bar - blender - ice machine - glass washer - shakers, strainers, spoons, bottle openers, corkscrew - jiggers - scoops - bar mats - pitchers Tabletop items - tableware, flatware, glassware, sugar caddies, table tents, vases - salt & pepper shakers Employee name tags First aid kit - emergency burn kit Tip trays, check presentation folders - may be free from AMEX/MC or VISA Initial chemicals order - degreasers, drain treatment - disinfectants, sanitizers - floor care solutions - handcare - cleaners for dishroom/restroom/dining room Linen - table cloths, napkins, bar & kitchen towels
Smallwares/ Supplies
Smallwares/ Supplies Smallwares/ Supplies Smallwares/ Supplies Smallwares/ Supplies
2 2
Page 27of 75

Category
Activity
Initial paper good order - napkins, take-out, delivery, coasters, doggie bags - straws, cups, lids - filters, butcher pager - patty paper, food wrap film, aluminum foil - clear trash can liners Janitorial supplies - carpet, tile, floor cleaner, spot remover - gum solvent, liquid hand soap, paper towels, toilet paper - windex, paper towels - "Wet Floor" signs
Smallwares/ Supplies Smallwares/ Supplies Smallwares/ Supplies Smallwares/ Supplies Smallwares/ Supplies Smallwares/ Supplies Smallwares/ Supplies Smallwares/ Supplies Smallwares/ Supplies Smallwares/ Supplies Smallwares/ Supplies Smallwares/ Supplies
Page 28of 75

Category
Technology POS phone line - dedicated line for charge approvals - tie into DSL/cable line
Activity
Technology
POS system - list requirements - download POS Evaluation Worksheet on Restaurantowner.com - create list of brands/dealers used by other local operaters - start evaluation/demonstration process Website - register domain name - contact web design firm Computer software - Microsoft office, scheduling, food management POS system - make POS decision - set up menu items & prices - decide on comps & discount categories - set up essential reports Phone on hold message - select service provider - message/music Internet service provider - DSL, cable, satellite POS/register - set up installation & training
Technology
Technology
Technology
Technology
Technology
Technology
Technology
Technology
Technology
Technology
Technology
Technology
Page 29of 75

Countdown to Opening
Category
Concept
Activity
Examine successful concepts - collect info on concepts that appeal to you Local market - look for opportunities, concept gaps in your market Visit existing restaurants - observer which concepts are busy; try to determine why Financing - investigate potential sources for startup capital - savings, family, friends, banks, SBA, investors Potential of local markets - become familiar with local markets that show potential for new restaurants - create short list of the most promising areas Start to interview/build team of professionals - attorney, CPA, architect, designer, insurance agent, real estate broker Menu price range - price points of the most successful restaurants in your area Preliminary food & bar menus - begin collecting menu & recipe ideas Graphic artist - select graphic artist Bank/SBA lending - find banks that have financed restaurant startups 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 - refer to Capital Budget worksheet on "Startup & Feasibility Spreadsheets" on RestaurantOwner.com List of possible names for restaurant - solicit ideas from friend, relatives Collect info on permits/licenses - health, liquor, other
12
Concept
12
Concept
12
Finance/Legal
12
Site/Planning
11
Administration
11
Concept
11
Concept Design/ Construction Finance/Legal
11
11
11
Finance/Legal
11
Finance/Legal
11
Finance/Legal
10
Administration
Startup Checklist
Page 30 of 75

Category
Administration
Activity
Insurance - identify requirements; building, liability, workmen's comp, other Further define concept - type of service, price range, menu Financial feasibility - begin establishing preliminary financial assumptions - sales, operating costs, capital costs, number of employees, etc. - refer to NRA's Industry Operation's Report for industry averages - use "Startup & Feasibility Spreadsheets" on RestaurantOwner.com Facility requirements - how much space, seats, parking will you need Site/location criteria - determine site/location criteria - demographics, traffic count - size, number of seats, rental rates - lease terms - other Points of difference - what will make your restaurant unique in terms of menu, service, ambiance, other List of architects - check references, create short list of quality firms List of general contractors - check references, create short list of quality firms List of interior design firms - check references, create short list of quality firms Preliminary equipment requirements - create a list of the equipment needed Attorney & CPA - find firms with restaurant experience - get & check references Business entity - consider corporation, LLC, partnership, limited partnership - seek guidance from CPA/attorney
10
Concept
10
Finance/Legal
10
Site/Planning
10
Site/Planning
Concept
Design/ Construction Design/ Construction Design/ Construction FF&E
Finance/Legal
Finance/Legal
Startup Checklist
Page 31 of 75

Category
Finance/Legal
Activity
Personal career accomplishments/work history - prepare and include in business plan Review financial projections with your CPA - have your CPA review for reasonableness, missing costs & expenses - have experienced restaurant professionals review your financials Select attorney - draft/file corporate documents - review/negotiate lease agreement Select CPA - determine corporate entity/review business plan financials Competitive analysis - create list of competitors - obtain sample menus for research & reference Competitive analysis - examine strengths & weaknesses of competitors in target areas - evaluate relative success of restaurant in local market - where is there potential? - what dining segments are not being well-served? Square footage - determine optimum square footage needed (range) - including kitchen, dining room, storage - rule of thumb is roughly 30 square feet per seat (total square footage) Tenent rep broker - secure service of a tenent rep broker to assist you in site selection - find a broker with a specialty or focus on restaurant sites Concept validation/testing - interview potential customers on your concept plans Determine name of restaurant - trade name search (attorney) Finalize concept - menu, service, unique offerings, price range, ambiance, etc. - draft concept statement fully describing concept Ansul system - what are local requirements
Finance/Legal
Finance/Legal
Finance/Legal
Marketing
Site/Planning
Site/Planning
Site/Planning
Concept
Concept
Concept
Startup Checklist
Page 32 of 75

Category
Design/ Construction Design/ Construction Design/ Construction FF&E
Activity
Construction & development costs - get estimates of buildout/construction costs from contractors Exits - panic hardware requirements, emergency lighting - fire code requirements Handicap access/requirements Equipment lists - kitchen, bar, dining room, bar, office Lease or purchase kitchen equipment - shop equipment leasing companies 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 Visit restaurants with similar offerings - take notes of good & bad items Bar seating - estimate potential for bar revenue - balance with space/seating needed for dining room Building/fire/safety codes - obtain all applicable code requirements Electrical service - evaluate adequacy of available power Floor plan (existing space) - obtain floor plan of space - include layout of load-bearing (permanent) walls Floor slope evaluation - consider slope on handicap, OSHA requirements - safety considerations for staff & guests Lighting fixtures - inspect interior & exterior lighting including parking lot
8 8
FF&E
Finance/Legal
Finance/Legal
Finance/Legal
Operations
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Startup Checklist
Page 33 of 75

Category
Site/Planning
Activity
Liquor license - know the process & cost of obtaining a liquor license List of existing kitchen equipment - obtain detailed list - verify & evaluate condition Number of tables/seats - estimate potential seating/revenue potential of dining room Parking - is there adequate parking - what is the ratio of seats to parking spaces, is there a local minimum Sales to investment analysis - estimate total capital costs & compare to projected annual sales - goal is to have minimum 1.5 to 1 sales to investment ratio in leasehold - goal is to have minimum 1 to 1 ratio when land & building is owned - go to RestaurantOwner.com for more information Traffic patterns - evaluate adequacy of traffic flow (foot traffic, if applicable) Zoning requirements - verity that there are no zoning problems with your concept/plans Banking - open construction/development account Liquor license - investigate application process/availability of liquor license Architectural/design - review & approve Builder's risk insursnce Contractor - select contractor Demolition work Design-Exterior - siding, ramps, windows, awnings, lighting
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Administration
Administration Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction
7 7 7 7 7
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Months Before Opening 7 7 7 7 7
Category
Design/ Construction Design/ Construction Design/ Construction Design/ Construction FF&E
Activity
Design-Interior - kitchen, bar, dining room, bar, office, lighting General liability insurance Patio / outside seating - design, available seating, permits, w/w station, cost feasibility Select architect/designer Exterior signage - get local code/permit/approval requirements Buy-sell agreement - attorney prepares if you have partners/investors - consider insurance to fund Landlord approvals - determine what items require landlord approval - plans, signage, other Utilites billing changes - change name/party responsible for utility bills - electrical, gas, water Utilities - determine utility company options - choose provider Menu & recipes - narrow menu offereings - create & test recipes - use distributor test kitchen if possible Cleanup required - determine cost of cleanup/demolition prior to construction activities Gas main / lines - adequate size, capacity, age, condition Health department - verify no health-related conditions present that could pose problems HVAC system - inspect/evaluate condition
Finance/Legal
Finance/Legal
Operations
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Startup Checklist
Page 35 of 75

Category
Site/Planning
Activity
Plans for location/site area - inquire with local officials about proposed, planned projects in area - road, water, sewer, drainage, commercial, residential, zoning changes Roof inspection Sewer lines - evaluate adequacy; size, capacity, age, condition Termite report - have property inspected for termite/pest problems Type of flooring Utility requirements - verify no utility/capacity problems Water lines - evaluate capacity, size, age, condition Federal ID number - apply for Acoustical ceilings Air conditioning/circulation Back door - peep hole, buzzer for deliveries, emergency bar Bathroom partitions & accessories Burgler alarm system Canopies & awnings Carpentry Carpet Concrete Construction timeline - time for each phase, completion date Design elements - logo, colors, type style
7 7
7 7 7
Site/Planning Site/Planning Site/Planning
Site/Planning
6 6 6 6 6 6 6 6 6 6 6
Administration Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction
Startup Checklist
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Category
Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction
Activity
Door locks - deadbolts, re-key locks prior to opening Door/exits hardware - alarms, push bars, emergency escape Doors & Windows Doors, frames & hardware Drywall Electrical/Lighting Exterior painting Hardwood flooring Interior painting Kitchen fire control - design & setup system List of inspectors - building, fire, electrical, plumbing, health Masonry Mechanical Parking lot - resurfacing, control access during construction Paving Plumbing Resilient flooring Roofing & waterproofing Select contractor - obtain bids - contractor prepares timeline/critical path for completion Smoke detectors - wire to alarm system
6 6 6 6 6 6 6 6 6
6 6 6 6 6 6 6 6
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Months Before Opening 6 6
Category
Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Site/Planning Sound/music system Specialty items Sprinkler system - obtain requirements - have wired to alarm system Steel/railings
Activity
6 6
Tile - kitchen, bathrooms, dining areas, wall and floor Site selection decision - finalize site selection Credit application sheet - create for setting up new accounts, include references Electrical service - permits, procedures, plans, installation, inspection Gas service - permits, procedures, plans, installation, inspection Grease trap - permits, procedures, plans, installation, inspection Landscaping - design & bid contract Lighting for parking lot Waste water - permits, procedures, plans, installation, inspection Water service - Permits, procedures, plans, installation, inspection Tax ID numbers/accounts - apply for federal, state unemployment insurance, state sales tax Insurance agent - building, general liability, liquor liability, workman's comp, group medical
Administration Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Design/ Construction Finance/Legal
5 5 5
Ongoing Services
Startup Checklist
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Category
Operations
Activity
Table mix & arrangement - determine mix of 2 top, 4 top, round, booths - determine booth / table positions, table numbers Liquor license - apply for - consider hiring firm to assist in processing application Water quality - test for hard water, take bids for water softening, filtration Safe for office - determine type, bid & order List of available suppliers - create list of suppliers for food, beverages & supplies Menu boards & pictures - determine type, design, order - pictures of key menu items bundled with side & beverage Banners - NOW HIRING /COMING SOON / NOW OPEN Hours of operation - determine for each day/meal period Vending machines - cigarettes, pay phones, video games, other Employee benefits - determine insurance coverage (medical, dental, life, disability) & eligibility - vacation, meals, comps, tuition reimbursement, other Employee job descriptions - create for all staff & management positions - download templates on RestaurantOwner.com Management team - start interviewing/selection process Organizational chart - create organizational chart for restaurant Uniforms - finalize design; kitchen, service, bar, host staffs, managers
Administration
Design/ Construction FF&E
Food & Beverage
Marketing
Marketing
Operations
Operations
Personnel
Personnel
Personnel
Personnel Smallwares / Supplies
Startup Checklist
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Category
Administration Employee meal policy - determine policy
Activity
Administration Design/ Construction Design/ Construction Design/ Construction FF&E
Employee timekeeping system - decide on stand alone, time cards, manual, POS Cleaning crew - bid & select vendor for initial & final clean Exterior signage - primary, handicap, reserved, valet, hours of operation, delivery times Supplier, contractor, sub-contractor contacts - create master phone & contact list with emergency numbers Soda system installation - select vendor & set up installation date Line of credit - set up working capital line of credit with bank
Finance/Legal
3 3 3
Beer Food & Beverage - decide what bottled / draft beers to stock Food inventory - create master inventory list of all ingredients/products to stock Liquor Food & Beverage - determine well/premium/super premium brands Food & Beverage Liquor, beer & wine inventory - create inventory worksheets for taking physical inventories - download Inventory Worksheet template on RestaurantOwner.com Price menu Food & Beverage - determine final price points on all menu items Food & Beverage Standard recipe files - begin building recipe binder & laminated recipe card for menu items - prepare recipe cards for all batch recipes Wine - determine wines to stock Wine list - design & print - include in main menu?
Food & Beverage
Food & Beverage
Food & Beverage
Startup Checklist
Page 40 of 75

Category
Marketing
Activity
Gift certificates - design & print - program gift certificate sales keys into POS (both sale & redemption) Local charities - choose which charity(s) to support - consider a "charity night" pre-opening party Printing - stationary, envelopes, labels, business cards - invitations for opening parties Public relations for opening - hire local PR firm - send out press releases to local media outlets Yellow page ad - determine if yellow page advertising makes sense - inquire about timing of next printing cycle Dining room cleaning - carpet, flooring, rest rooms - select outside vendor Hood/kitchen cleaning - select approved vendor Interior plant service - select approved vendor Landscaping/lawn services - select approved vendor Security guards - determine if needed on certain nights/hours Checklists - prepare opening, closing, shift change checklists for all stations - download checklist templates on RestaurantOwner.com Guest (table ready) call system - determine system to use - pagers, sound system, other Happy hour - determine special, prices, food - check state/local laws regarding happy hour/discount programs
Marketing
Marketing
Marketing
Marketing
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Operations
Operations
Operations
Startup Checklist
Page 41 of 75

Category
Operations
Activity
Menu analysis - determine items for signature or high promotion status - base decision on gross profit margin, ease of preparation, quality Menu item cost - calculate raw food cost on all menu items - rank each categorie's items by gross profit margin - does prime distributor have food management software if so, ask for assistance Prep lists with pars - create prep lists with par levels Product specs - create detailed product specs for all food products - grade, size, packaging, brand, etc. - ask your distributor for assistance Reservation policy - determine if you will take reservations or not - consider "call in" program to place names on wait list only Station setup sheets with pars - for kitchen & dining room(s) Customer comment cards - design & print - create procedures for receiving & responding - download template on RestaurantOwner.com Employee handbook - create to document and communicate all employee & employment practices - download template on RestaurantOwner.com Employee training manuals - create for all positions - download templates on RestaurantOwner.com Management training materials - personnel hiring, training & management - operations - administrative Master training schedule - create schedule for staffing training leading up to opening day
Operations
Operations
Operations
Operations
Operations
Operatons
Personnel
Personnel
Personnel
Personnel
Startup Checklist
Page 42 of 75

Category
Personnel
Activity
Sidework procedures & schedules - create server/front-of-house sidework checklists - download template on RestaurantOwner.com Staff pay scales - determine starting pay scales for each position - determine employee review/raise policies Staffing needs - determine number of new hires needed by position - plan for turnover, hire 20% more than you think you need POS phone line - dedicated line for charge approvals - tie into DSL/cable line POS system - list requirements - download POS Evaluation Worksheet on Restaurantowner.com - create list of brands/dealers used by other local operaters - start evaluation/demonstration process Website - register domain name - contact web design firm Alcoholic beverage server certification - determine requirements Tax permits - apply for Sales Tax ID (state, local) Dining room - high chairs - infant cradles - booster seats - water pitchers, wine carafes - serving trays, tray stands
Personnel
Personnel
Technology
Technology
Technology
Administration
Administration
Startup Checklist
Page 43 of 75

Category
Activity
Bar - blender - ice machine - glass washer - shakers, strainers, spoons, bottle openers, corkscrew - jiggers - scoops - bar mats - pitchers Communications/phone system - phone lines for office, fax, kitchen, hostess station - pagers, cell phones, fire & burglar alarms - internet access, service provider 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 Receiving scale - minimum 200lb capacity
FF&E
FF&E
FF&E
FF&E
FF&E
HACCAP training / certification - determine local/state certification requirements Food & Beverage - arrange for manager/employee certification Payroll processing - outsource to ADP, Paychex, other Dishroom items - bus carts, bus tubs, glass racks, tray racks - chemicals, detergents Smallware & kitchen utensils - source, specs, bid order Tabletop items - tableware, flatware, glassware, sugar caddies, table tents, vases - salt & pepper shakers
Ongoing Services
Smallwares/ Supplies Smallwares/ Supplies Smallwares/ Supplies
Startup Checklist
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Category
Administration
Activity
Banking - open operating, payroll, reserve accounts - order checks, deposit slips Payroll processing - in-house, outsource to ADP, Paychex, outside accountant Music - Muzak, ASCAP, BMI (music licensing) - satellite radio Emergency exit procedures - determine procedures, post maps - discuss in safety meetings with staff Employee recruiting - newspaper ads, "NOW HIRING" banner - recruiting missions - word of mouth campaigns - bonus for referrals - plan for turnover, hire 20% more than you think you need Pre-opening interview site - trailer, temporary office - equip with phone, furniture, hiring/selection forms Computer software - Microsoft office, scheduling, food management POS system - make POS decision - set up menu items & prices - decide on comps & discount categories - set up essential reports Credit card merchant accounts - setup for MC/Visa, Amex, Discover, Others Building & equipment plans - retain full set of plans for operational files Walk-through with contractor - create initial punch list Restrooms - hand towel/dryer dispensers, soap dispensers, hand soap, baby changing tables
Administration
Ongoing services
Operations
Personnel
Personnel
Technology
Technology
Administration
Design/Constr.
Design/Constr.
FF&E
Startup Checklist
Page 45 of 75

Category
Activity
Menus Food & Beverage - covers & inserts, to-go, catering, children's Chemicals - select approved vendor Grease trap - select approved vendor
Ongoing Services
Ongoing Services
Knife & blade sharpening - perform in-house Ongoing Services - use outside service Monthly accounting - determine monthly or 4-week cycle Ongoing Services - use industry standard chart of accounts - outside accounting service or in-house bookkeeper/accountant Pest control - select approved vendor Trash disposal - select approved vendor
Ongoing Services
Ongoing Services
Window washing - do in-house or outsource Ongoing Services - select approved vendor Bulletin board - for employee schedule, mandadory postings - choking poster - emergency hospital & doctor numbers & instructions Children's amenities - menu, crayons, coloring book, high chairs, booster seats, balloons Cleaning & maintenance schedules - set up schedules & procedures - download Cleaning Checklists on RestaurantOwner.com Emergency numbers - map, directions to hospital - make arrangements with local doctor, clinic Entertainment - obtain permits if required - create list of potential entertainers
Operations
Operations
Operations
Operations
Operations
Startup Checklist
Page 46 of 75

Category
Operations
Activity
Floor maintenance - get ongoing floor maintenance procedures - purchase cleaning / polishing supplies Valet parking - valet stand - key control system - valet only parking area signs, cones Food safety training - purchase food safety training materials/videos - contact state or National Restauant Association Employee name tags Phone on hold message - select service provider - message/music Accounting software - if accounting done in-house; Quickbooks, Peachtree, other - format P&L consistent with NRA Uniform System of Accounts Petty cash - setup petty cash fund for cash payments - create petty cash reimbursement form Compressors & valves - label and check for accessibility Electrical labeling - label switches, breakers and check for accessibility Janitorial equipment - wet floor signs, mops, buckets, vacuum - trash cans, cordless dust pan Armored car service - select approved vendor Building & HVAC repairs - select approved vendors Dishwasher service - select approved vendor
Operations
Personnel Smallwares/ Supplies Technology
Administration
Administration
Design/ Construction Design/ Construction
FF&E
Ongoing Services
Ongoing Services
Ongoing Services
Startup Checklist
Page 47 of 75

Category
Laundry & linen Ongoing Services - select approved vendor
Activity
Operations
Approved vendor list - create Master Approved Vendor List - include primary & backup vendors Birthday specials - determine policy, special desserts, b-day song, other Seating chart & waitstaff sections - create seating chart diagram with waitstaff sections Assemble new employee materials - application forms - uniforms - W-4, I-9 forms - employee handbook, job descriptions - orientation & training checklists - check RestaurantOwner.com for forms & templates Employee files - set up for employment application, status changes, other personnel records First aid kit - emergency burn kit Tip trays, check presentation folders - may be free from AMEX/MC or VISA Deposit procedures - armored car service or other Inspections - schedule for fire, health departments Initial food, beverage & supplies orders - determine quantities for training, mock shifts, pre-opening activities Insurance - verify with your agent that all policies are in force Parking lot striping - handicap space requirements
Operations
Operations
Personnel
Personnel Smallwares/ Supplies Smallwares/ Supplies Administration Design/ Construction Operations
Administration
Design/Constr.
Startup Checklist
Page 48 of 75

Category
FF&E
Activity
Emergency equipment procedures - determine emergency shut-off steps - label equipment Equipment tests - test each piece with supplier prior to training Kitchen clock - purchase & install Kitchen tools/toolkit - purchase & designate location store
FF&E
FF&E
FF&E
Initial food order - prepare & place initial order Food & Beverage - request free samples from suppliers to test - have sufficient quantites for testing & training Photographs of menu items Food & Beverage - for display in kitchen area Opening party(s) - press event, VIPs, contractors & suppliers - create guest lists, send invitations OSHA - review OSHA standards with managers Initial chemicals order - degreasers, drain treatment - disinfectants, sanitizers - floor care solutions - handcare - cleaners for dishroom/restroom/dining room Linen - table cloths, napkins, bar & kitchen towels Internet service provider - DSL or cable Bank supplies - deposit stamp & pad, deposit bags, deposit slips Alarm system - install & inspect
Marketing
Personnel
Smallwares/ Supplies Technology
Administration Design/ Construction
Startup Checklist
Page 49 of 75

Category
Design/ Construction Design/ Construction FF&E
Activity
Beverage service - set up installation of post mix system, coffee, iced tea Fire extinguishers - install with visible operating instructions Ansul system - inspect R&M binder for all equipment - prepare repair & maintenance binder for operating instructions, manuals - mail in warranty cards Storage shelves - clean, organize & label; walk-in, freezer, dry storage Order & delivery schedule - prepare weekly schedule with each vendor's order & deliver dates - download "Ordering & Receiving Schedule" template on RestaurantOwner.com Padlocks for cooler doors - create control system for access & keys - limit access to storage rooms to deliveries & requisition into production Alcoholic beverage server certification - determine state/local requirements - assign employee(s) for certification course HACCAP training / certification - assign employee(s) for certification course Safety checklist & audit - create safety checklist & perform safety audit - download Safety Checklist template on RestaurantOwner.com Wine training program - arrange for wine supplier to provide Initial paper good order - napkins, take-out, delivery, coasters, doggie bags - straws, cups, lids - filters, butcher pager - patty paper, food wrap film, aluminum foil Janitorial supplies - carpet, tile, floor cleaner, spot remover - gum solvent, liquid hand soap, paper towels, toilet paper
FF&E
FF&E
Operations
Operations
Personnel
Personnel
Personnel
Personnel
Startup Checklist
Page 50 of 75

Category
Technology POS/register - set up installation & training
Activity
Administration
Accounting/bookkeeping system - have CPA review sales, deposit, payroll and accounts payable system Permits, licenses, inspections, approvals - verify that licenses, etc. have been secured Exterior signage light timer - set light timer Update construction punch list Calibrate temperatures on equipment - fryers, griddle, oven, stove, other Check walk-in & refrigeration temperatures Clean & sanitize walk-in, freezer Receive furniture - tables, chairs, desk tops, benches, patio furniture Test all equipment Initial alcoholic beverage order - prepare & place initial order Deposit bags - obtain from bank Hostess stand supplies - reservation book, call clock, pencils, notebooks, kid's stuff Light levels - determine for each meal period - label light switches Begin staff training Safety & first aid training - conduct training program for all employees Initial change order - get change & small bills from bank
Administration Design/ Construction Design/ Construction FF&E FF&E FF&E FF&E FF&E Food & Beverage
1 1 1 1 1 1 1 1
Operations
Operations
Operations
1 1
Personnel Personnel
Administration
Startup Checklist
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Months Before Opening 1 1 1 1
Category
Administration Administration Design/Constr. Design/ Construction Design/ Construction Design/ Construction FF&E FF&E FF&E FF&E
Activity
POS/merchant accounts - test credit card approval/processing Receive certificate of occupancy Continue construction punch list Exterior cleanup - parking lot, landscaping, building, windows Final clean - interior & exterior of building Wash windows Complete equipment warranty cards Final clean all equipment Hang pictures, wall decore Install interior plants Run ice machine - empty/sanitize/refill - find ice company for backup Change order - prepare initial change order; change & small bills Check inventory levels - on all food, beverage, paper & supplies - prepare orders for opening week Opening inventory - take full physical inventory on all food & beverage items night before opening - necessary to calculate accurate food & beverage costs after opening Conduct practice runs/mock service - full dress with uniforms Finalize opening week employee schedules - staff heavy - plan for turnover, no-shows Equipment repairs - select approved vendors
1 1 1 1 1 1
FF&E
Operations
Operations
Operations
Personnel
Personnel
Ongoing Services
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