Restaurant Opening Checklist

Description
Although every restaurant opening is different, and brings with it its own unique set of challenges, a reference document is necessary to keep the
process in order. This checklist was created to help you anticipate and prepare for the major tasks and decisions that need to be addressed in the year
preceding your opening. You will almost certainly run into concept and site specific issues that are not addressed on this checklist. Please add to this list
accordingly and let us know what was missing so we can continue to make this resource as robust as possible.

Instructions
Before you begin editing create a working copy by saving this workbook locally
We suggest working primarily in the "Category" worksheet
Use the "Month" worksheet as a timeline reference for specific tasks

Notes
All worksheets are preformatted to print Landscape
There are at least five blank rows inserted within each category for additional items (print layout will be maintained)
If you have any questions please email [email protected] with Subject: Restaurant Opening Checklist
If you found this resource valuable please visit us at www.myfirstrestaurant.com and leave a comment there
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

begin interviewing professional service providers

Administration 12 - attorney, accountant, architect, designer, insurance agent, real estate broker

collect information on required permits and licenses

Administration 11 - health dept, business license, liquor license, other

identify insurance needs

Administration 10 - building, liability, workers comp, other

banking
Administration 7 - open and fund construction account

liquor license
Administration 7 - investigate application process/availability of license

Administration 6 apply for an Employer Identification Number (EIN)

create a credit application sheet for vendors

Administration 5 - include references

liquor license
Administration 4 - apply for
- hiring professional assistance if necessary

timekeeping system
Administration 3 - decide on system type (time cards, manual, POS)

alcoholic beverage server certification

Administration 2 - determine requirements

banking
Administration 2 - open operating, payroll, reserve accounts
- order checks, deposit slips

payroll processing
Administration 2 - select vendor and open account

credit card merchant accounts

Administration 2 - select vendor and open account setup for MC/Visa, Amex, Discover, Others

accounting software
Administration 2 - select in-house accounting software
- format chart of accounts consistent with industry standards

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

petty cash
Administration 2 - setup petty cash fund for cash payments
- create petty cash reimbursement form

deposit procedures
Administration 2 - set up processes, pick ups, drops, etc

insurance
Administration 2 - verify with your agent that all policies are ready to go live

bank supplies
Administration 1 - deposit stamp, deposit bags, deposit slips

accounting/Bookkeeping
Administration 1 - have CPA review sales, deposit, payroll,etc before launch

permits, licenses, inspections, approvals

Administration 1 - verify that all required licenses have been secured

cash tills
Administration 1 - get change & small bills from bank

POS/Merchant accounts
Administration 1 - test credit card approval/processing

Administration 1 receive final certificate of occupancy

Administration

Administration

Administration

Administration

Administration

Administration

Administration

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

Administration

Administration

Concept research successful concepts

12 - collect info on appealing concepts
Development

Concept research market

Development 12 - look for opportunities or concept gaps

Concept research competitive landscape

Development 12 - which concepts are most successful

Concept determine menu price range

11 - study price points of restaurants in your area
Development

Concept preliminary food & bar menus

11 - begin collecting menu/recipe ideas
Development

Concept continue to define concept

10 - type of service, price range, menu
Development

Concept differentiation
9 - determine your unique selling proposition
Development

Concept concept validation/testing

Development 8 - interview potential customers

Concept determine restaurant name

Development 8 - do a trade name search to confirm availability

Concept finalize concept

Development 8 - draft concept statement fully describing concept

Concept
Development

Concept
Development

Concept
Development

Concept
Development

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

Concept
Development

Concept
Development

Concept
Development

market research
Design & - study local markets
Construction 12
- create list of the most promising areas

Design & graphic artist

Construction 11 - find a graphic artist to work with

Design & determine facility requirements

Construction 10 - overall square footage needs, seats, parking, etc

site selection criteria

- determine site criteria
Design & 10 - demographics
Construction - number of seats
- traffic count
- overall space requirements

Design & architect

Construction 10 - check references, create short list of quality firms

Design & general contractors

Construction 10 - check references, create short list of quality firms

Design & design firms

Construction 10 - check references, create short list of quality firms

competitive analysis
Design & - examine strengths & weaknesses of competitors
Construction 9 - evaluate relative success of restaurant in local market
- what dining segments are not being well-served

square footage
Design & - determine optimum square footage needed
Construction 9
- include kitchen, dining room, storage

Design & find a real estate broker

9 - find a broker with a specialty or focus on restaurant sites
Construction

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

Design & health department

Construction 8 - verify no health-related conditions present that could pose problems

Design & ansul system

8 - research local requirements
Construction

Design & construction costs

8 - get estimates for build out from several contractors
Construction

Design & 8 handicap access/requirements

Construction

bar seating
Design & 8 - estimate potential bar revenue
Construction - preliminary layout of bar

Design & building/fire/safety codes

8 - make list of all applicable code requirements
Construction

Design & electrical service

8 - evaluate adequacy of available power for equipment needs
Construction

floor plan
Design & 8 - obtain or create a floor plan of existing space
Construction - specifically include load-bearing walls

floor slope evaluation

Design & 8 - consider slope on handicap ramp OSHA requirements
Construction - safety considerations for staff & guests

Design & lighting fixtures

8 - inspect interior & exterior lighting including parking lot
Construction

list of existing kitchen equipment

Design & - obtain detailed list
Construction 8
- evaluate condition

Design & 8 conduct a roof inspection

Construction

Design & sewer lines

Construction 8 - evaluate adequacy; size, capacity, age, condition

Design & termite report

8 - have property inspected for termite/pest problems
Construction

Design & number of tables/seats

8 - estimate potential seating/revenue potential of dining room
Construction

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

parking lot
Design & 8 - is there adequate parking
Construction - what is the ratio of seats to parking spaces, is there a local minimum

Design & traffic patterns

Construction 8 - evaluate adequacy of traffic flow around and through space

Design & zoning requirements

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

Design & 8 select architect/designer

Construction

Design & architectural/design

Construction 7 - review & approve

Design & secure builder's risk insurance

Construction 7

Design & contractor

Construction 7 - select a contractor

Design & waste water

7 - permits, procedures, plans, installation, inspection
Construction

Design & water service

Construction 7 - permits, procedures, plans, installation, inspection

Design & electrical service

Construction 7 - permits, procedures, plans, installation, inspection

Design & gas service

7 - permits, procedures, plans, installation, inspection
Construction

Design & grease trap

Construction 7 - permits, procedures, plans, installation, inspection

Design & construction timeline

7 - time for each phase, completion date
Construction

Design & 7 start demolition work

Construction

Design & design-exterior

7 - siding, ramps, windows, awnings, lighting
Construction

Design & design-interior

Construction 7 - kitchen, bar, dining room, bar, office, lighting

Design & secure general liability insurance

Construction 7

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

Design & outside seating

Construction 7 - design, available seating, permits, w/w station, cost feasibility

utilities
Design & 7 - determine utility company options
Construction - choose provider

Design & gas lines

7 - adequate size, capacity, age, condition
Construction

Design & HVAC system

7 - inspect/evaluate condition
Construction

Design & 7 select type of flooring

Construction
Design & acoustical ceilings
Construction 6

Design & 6 air conditioning/circulation

Construction

Design & address back door

Construction 6 - peep hole, buzzer for deliveries, emergency bar

Design & bathroom partitions & accessories

Construction 6

Design & burglar alarm system

Construction 6

Design & order canopies & awnings

Construction 6

Design & 6 begin carpentry

Construction

Design & apply design elements

6 - logo, colors, type style
Construction

Design & door locks

6 - deadbolts, re-key locks prior to opening
Construction

Design & door/exits hardware

Construction 6 - alarms, push bars, emergency escape

Design & doors, frames & hardware

Construction 6

Design & 6 drywall

Construction

Design & 6 electrical/lighting

Construction

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

Design &
6 exterior painting
Construction

Design & 7 Interior painting

Construction

Design & flooring install

Construction 6

Design & kitchen fire control

6 - design & setup system
Construction

Design & 6 masonry

Construction

Design & 6 mechanical

Construction

Design & parking lot

6 - resurfacing, control access during construction
Construction

Design & 6 paving

Construction
Design & 6 plumbing
Construction

Design & 6 roofing & waterproofing

Construction

sprinkler system
Design & 6 - obtain requirements
Construction - have wired to alarm system

Design & smoke detectors

Construction 6 - wire to alarm system

Design & sound/music system

Construction 6

Design & 6 steel/railings

Construction

Design & begin through list of inspectors

Construction 6 - building, fire, electrical, plumbing, health

Design & fire extinguishers

Construction 5 - install with visible operating instructions

Design & landscaping

5 - design & bid contract
Construction

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

Design &
5 lighting for parking lot
Construction

Design & cleaning crew

Construction 3 - bid & select vendor for initial & final clean

Design & exterior signage

Construction 3 - primary, handicap, reserved, valet, hours of operation, delivery times

Design & supplier, contractor, sub-contractor contacts

3 - create master phone & contact list with emergency numbers
Construction

Design & electrical labeling

Construction 2 - label switches, breakers and check for accessibility

Design & inspections

2 - schedule for fire, health departments, other
Construction

Design & building & equipment plans

Construction 2 - retain full set of plans for operational files

Design & walk-through with contractor

Construction 2 - create initial punch list

Design & beverage service

1 - set up installation of post mix system, coffee, iced tea
Construction

Design & 1 update construction punch list

Construction

Design & exterior cleanup

Construction 1 - parking lot, landscaping, building, windows

Design & final clean

Construction 1 - interior & exterior of building

Design & wash windows

Construction 1

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

Furniture, Fixtures & preliminary equipment requirements

Equipment 9 - create a list of the equipment needed

Furniture, Fixtures & equipment lists

Equipment 8 - kitchen, bar, dining room, bar, office

Furniture, Fixtures & lease or purchase kitchen equipment

8 - shop equipment leasing companies
Equipment

Furniture, Fixtures & safe for office

Equipment 4 - determine type & order

Furniture, Fixtures & soda system installation

Equipment 3 - select vendor & set up installation date

phone system
Furniture, Fixtures & - phone lines for office, fax, kitchen, hostess station
Equipment 2 - pagers, cell phones, fire & burglar alarms
- internet access, service provider

Furniture, Fixtures & interior signs

2 - menu boards, restrooms, fire exit, hand wash, wait to be seated
Equipment

Furniture, Fixtures & office equipment

2 - copier, fax, computer, printer, calculators
Equipment

Furniture, Fixtures & office furniture

Equipment 2 - desk, chairs, filing cabinet, shelving

Furniture, Fixtures & 2 secure a receiving scale

Equipment

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

restrooms
Furniture, Fixtures & 2 - hand towel/dryer dispensers, soap dispensers, hand soap,
Equipment baby changing tables

janitorial equipment
Furniture, Fixtures & 2 - wet floor signs, mops, buckets, vacuum
Equipment - trash cans, cordless dust pan

emergency equipment procedures

Furniture, Fixtures & - determine emergency shut-off steps
Equipment 1
- label equipment

Furniture, Fixtures & equipment tests

Equipment 1 - test each piece with supplier prior to training

Furniture, Fixtures & kitchen clock

Equipment 1 - purchase & install

Furniture, Fixtures & kitchen toolkit

1 - purchase & designate location store
Equipment

Furniture, Fixtures & ansul system

Equipment 1 - reinspect

repair and maint binder for all equipment

Furniture, Fixtures & 1 - prepare repair & maintenance binder for operating instructions, manuals
Equipment - mail in warranty cards

Furniture, Fixtures & storage shelves

Equipment 1 - clean, organize & label; walk-in, freezer, dry storage

Furniture, Fixtures & calibrate temperatures on equipment

1 - fryers, griddle, oven, stove, other
Equipment

Furniture, Fixtures & 1 check walk-in & refrigeration temperatures

Equipment
Furniture, Fixtures & 1 final clean & sanitize walk-in, freezer
Equipment

Furniture, Fixtures & receive furniture

Equipment 1 - tables, chairs, desk tops, benches, patio furniture

Furniture, Fixtures & 1 test all equipment

Equipment
Furniture, Fixtures & 1 complete equipment warranty cards
Equipment
Furniture, Fixtures & 1 final clean all equipment
Equipment

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date
Furniture, Fixtures & 1 hang pictures, wall decor
Equipment

run ice machine

Furniture, Fixtures & 1 - empty/sanitize/refill
Equipment - find ice company for backup

Furniture, Fixtures &

Equipment

Furniture, Fixtures &

Equipment

Furniture, Fixtures &

Equipment

Furniture, Fixtures &

Equipment

Furniture, Fixtures &

Equipment

financing
Legal & Finance 12 - investigate potential sources for startup capital
- savings, family, friends, banks, SBA, investors

Legal & Finance 12 business plan

- begin drafting your business plan

capital/construction/opening budget
Legal & Finance 12 - estimate total startup cost of project through opening day
- incorporate this into business plan

list of possible names for restaurant

Legal & Finance 11 - solicit ideas from friend, relatives

financial feasibility
- begin establishing preliminary financial assumptions
Legal & Finance 10 - sales, operating costs, capital costs, number of employees, etc.
- refer to NRA's Industry Operation's Report for industry averages

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

business entity
Legal & Finance 9 - consider corporation, LLC, partnership, limited partnership
- seek guidance from CPA/attorney

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

list work history

Legal & Finance 9 - prepare and include in business plan

review financial projections

Legal & Finance 9 - have accountant review
- have experienced restaurant professionals review your financials

select attorney
Legal & Finance 9 - draft/file corporate documents
- review/negotiate lease agreement

sales to investment analysis

- estimate total capital costs & compare to projected annual sales
Legal & Finance 8 - goal is to have minimum 1.5 to 1 sales to investment ratio in leasehold
- goal is to have minimum 1 to 1 ratio when land & building is owned

business plan
Legal & Finance 8 - complete business plan

capital/construction/opening budget
Legal & Finance 8 - update projections with actual bids/current estimates

Legal & Finance 8 personal financial statement

- prepare / update your personal financial statement

buy-sell agreement
Legal & Finance 7 - attorney prepares if you have partners/investors
- consider insurance to fund

landlord approvals
Legal & Finance 7 - determine what items require landlord approval
- plans, signage, other

line of credit
Legal & Finance 3 - set up working capital line of credit with bank

Legal & Finance

Legal & Finance

Legal & Finance

Legal & Finance

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

Legal & Finance

Legal & Finance

Legal & Finance

Legal & Finance

Legal & Finance

Legal & Finance

Legal & Finance

draft list of available suppliers

Food & Beverage 4 - create list of suppliers for food, beverages & supplies
beer
Food & Beverage 3 - decide what beers to stock
food inventory
Food & Beverage 3 - create master inventory list of all ingredients/products to stock
liquor
Food & Beverage 3 - determine well/premium/super premium brands
liquor, beer & wine inventory
Food & Beverage 3 - create inventory worksheets for taking physical inventories

price menu
Food & Beverage 3 - determine final price points on all menu items

kitchen bible
Food & Beverage 3 - begin building recipe binder & laminated recipe card for menu items
- prepare recipe cards for all batch recipes
wine list
Food & Beverage 3 - design & print
- include in main menu

HACCAP training
Food & Beverage 2 - determine local/state certification requirements
- arrange for manager/employee certification

Food & Beverage 2 menus

- covers & inserts, to-go, catering, children's

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

initial food order

Food & Beverage 1 - prepare & place initial order
- request free samples from suppliers to test
- have sufficient quantities for training
take photographs of menu items
Food & Beverage 1 - for display in kitchen area

initial alcohol order

Food & Beverage 1 - prepare & place initial order

Food & Beverage

Food & Beverage

Food & Beverage

Food & Beverage

Food & Beverage

competitive analysis
Marketing 9 - create list of competitors
- obtain sample menus for research & reference

menu boards & pictures

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

order banners
Marketing 4 - NOW HIRING /COMING SOON / NOW OPEN

gift certificates
Marketing 3 - design & print
- program gift certificate sales keys into POS

local charities
Marketing 3 - choose which to support

printing
Marketing 3 - stationary, envelopes, labels, business cards
- invitations for opening parties

public relations for opening

Marketing 3 - send out press releases to local media outlets

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

opening party(s)
Marketing 1 - press event, VIPs, contractors & suppliers
- create guest lists, send invitations

Marketing

Marketing

Marketing

Marketing

Marketing

Marketing

Marketing

visit restaurants with similar offerings

Operations 8 - take notes

menu & recipes

- narrow menu offerings
Operations 7 - test recipes
- use test kitchen

table mix & arrangement

Operations 5 - determine mix of 2 top, 4 top, round, booths
- determine table positions and numbers

insurance
Operations 5 - general liability, liquor liability, worker's comp, group medical

hours of operation
Operations 4 - determine for each day

checklists
Operations 3 - prepare opening, closing, shift change checklists for all stations

guest call system

Operations 3 - determine system to use
- pagers, sound system, other

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

happy hour
Operations 3 - determine special, prices, food
- check state/local laws regarding happy hour/discount programs

menu analysis
Operations 3 - calculate raw food cost on all menu items
- rank items by gross profit margin

prep lists with pars

Operations 3 - create prep lists with par levels

product specs
Operations 3 - create detailed product specs for all food products
- grade, size, packaging, brand, etc.
create reservation policy
Operations 3 - consider program to place names on wait list only

station setup sheets with pars

Operations 3 - for kitchen & dining room

customer comment cards

Operations 3 - design & print
- create procedures for receiving & responding

dining room cleaning

Operations 3 - carpet, flooring, rest rooms
- select outside vendor

hood/kitchen cleaning
Operations 3 - select approved vendor

landscaping/lawn services
Operations 3 - select approved vendor

emergency exit procedures

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

Operations 2 bulletin board

- for employee schedule, mandatory postings
children's amenities
Operations 2 - menu, crayons, coloring book, high chairs, booster seats, balloons

cleaning & maintenance schedules

Operations 2 - set up schedules & procedures

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

emergency numbers
Operations 2 - map, directions to hospital
- make arrangements with local clinic

entertainment
Operations 2 - obtain permits if required
- create list of potential entertainers

floor maintenance
Operations 2 - ongoing floor maintenance procedures
- purchase cleaning / polishing supplies

valet parking
Operations 2 - valet stand
- key control system

approved vendor list

Operations 2 - create master list
- include primary & backup vendors

birthday specials
Operations 2 - determine policy, special desserts, b-day song, other

seating chart
Operations 2 - create seating chart diagram with wait staff sections

initial food, beverage & supplies orders

Operations 2 - determine quantities for training, mock shifts, pre-opening activities

payroll processing
Operations 2 - outsource to ADP, Paychex, other

music
Operations 2 - satellite radio

chemicals
Operations 2 - select approved vendor

grease trap
Operations 2 - select approved vendor

Operations 2 knife & blade sharpening

- perform in-house or use outside service

monthly accounting
- determine cycle
Operations 2 - use industry standard chart of accounts
- outside accounting service or in-house bookkeeper

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

pest control
Operations 2 - select approved vendor

trash disposal
Operations 2 - select approved vendor

window washing
Operations 2 - do in-house or outsource
- select approved vendor

building repairs
Operations 2 - select approved vendors

laundry & linen

Operations 2 - select approved vendor

order & delivery schedule

Operations 1 - prepare weekly schedule with each vendor's order & deliver dates

padlocks for cooler doors

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

deposit bags
Operations 1 - obtain from bank

hostess stand supplies

Operations 1 - reservation book, call clock, pencils, notebooks, kid's stuff

light levels
Operations 1 - determine for each meal period
- label light switches

change order
Operations 1 - prepare initial change order; change & small bills

check inventory levels

Operations 1 - on all food, beverage, paper & supplies
- prepare orders for opening week

opening inventory
Operations 1 - take full physical inventory on all food & beverage items night before opening
- necessary to calculate accurate food & beverage costs after opening

Operations

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

Operations

Operations

Operations

Operations

Operations

Operations

Operations

Operations

Operations

Operations

employee benefits
Personnel 4 - determine insurance coverage
- vacation, meals, comps, tuition reimbursement, other

employee job descriptions

Personnel 4 - create for all staff & management positions

management team
Personnel 4 - start interviewing/selection process

organizational chart
Personnel 4 - create organizational chart for restaurant

employee handbook
Personnel 3 - create to document and communicate all employee & employment practices

employee training manuals

- create for all positions
Personnel 3

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

management training materials

Personnel 3 - personnel hiring, training & management
- operations
- administrative
master training schedule
Personnel 3 - create schedule for staffing training leading up to opening day

sidework procedures & schedules

Personnel 3 - create server/front-of-house sidework checklists

staff pay scales

Personnel 3 - determine starting pay scales for each position
- determine employee review/raise policies

staffing needs
Personnel 3 - determine number of new hires needed by position
- plan for turnover, hire 20% more than you think you need

employee recruiting
- newspaper ads
Personnel 2 - recruiting
- word of mouth
- bonus for referrals
- plan for turnover
pre-opening interview site
Personnel 2 - temporary office
- equip with phone, furniture, hiring/selection forms

food safety training

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

assemble new employee materials

- application forms
Personnel 2 - uniforms
- W-4, I-9 forms
- employee handbook, job descriptions
- orientation & training checklists
employee files
Personnel 2 - set up for employment application, status changes, other personnel records

Personnel 1 OSHA
- review OSHA standards with managers
alcoholic beverage server certification
Personnel 1 - determine state/local requirements
- assign employee(s) for certification course
HACCAP training / certification
Personnel 1 - assign employee(s) for certification course

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

safety checklist & audit

Personnel 1 - create safety checklist & perform safety audit

Personnel 1 wine training program

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

safety & first aid training

Personnel 1 - conduct training program for all employees

conduct a mock service

Personnel 1

finalize opening week employee schedules

Personnel 1 - overstaff
- plan for turnover

Personnel

Personnel

Personnel

Personnel

Personnel

uniforms
Supplies 3 - finalize design; kitchen, service, bar, host staffs, managers

dishroom items
Supplies 2 - bus carts, bus tubs, glass racks, tray racks
- chemicals, detergents

smallware & kitchen utensils

Supplies 2 - source, specs, bid order

dining room
- high chairs
Supplies 2 - booster seats
- serving trays, tray stands

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

bar
- blender
- ice machine
Supplies 2 - glass washer
- shakers, strainers, spoons, bottle openers, corkscrew
- jiggers
- scoops
- bar mats
- pitchers

tabletop items
Supplies 2 - tableware, flatware, glassware, sugar caddies, table tents, vases
- salt & pepper shakers

first aid kit

Supplies 2 - emergency burn kit

Supplies 2 tip trays, check presentation folders

initial chemicals order

- degreasers, drain treatment
Supplies 1 - disinfectants, sanitizers
- floor care solutions
- handcare
- cleaners for dishroom/restroom/dining room

linen
Supplies 1 - table cloths, napkins, bar & kitchen towels

initial paper good order

- napkins, take-out, delivery, coasters, doggie bags
Supplies 1 - 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
Supplies 1 - gum solvent, liquid hand soap, paper towels, toilet paper
- windex, paper towels
- "Wet Floor" signs

Supplies

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Restaurant Opening Checklist
 Restaurant Opening Checklist
Sorted by Category

Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

POS system
Technology 4 - list requirements
- start evaluation/demonstration process

POS system
- make POS decision
Technology 3 - set up menu items & prices
- decide on comps & discount categories
- set up essential reports

POS phone line

Technology 3 - dedicated line for charge approvals

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Months Targeted
Category Prior To Activity Responsible Party Completion Status
Opening Date

website
Technology 3 - register domain name
- contact web design firm

computer software
Technology 2 - office, scheduling, food management

phone on hold message

Technology 2 - select service provider
- message/music

Technology 1 internet service provider

POS
Technology 1 - set up installation & /register

Technology

Technology

Technology

Technology

Technology

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Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

begin interviewing professional service providers

12 Administration - attorney, accountant, architect, designer, insurance agent, real estate broker

business plan
12 Legal & Finance - begin drafting your business plan

capital/construction/opening budget
12 Legal & Finance - estimate total startup cost of project through opening day
- incorporate this into business plan

financing
12 Legal & Finance - investigate potential sources for startup capital
- savings, family, friends, banks, SBA, investors

market research
12 Design & - study local markets
Construction - create list of the most promising areas

Concept research competitive landscape

12 - which concepts are most successful
Development

Concept research market

12 Development - look for opportunities or concept gaps

Concept research successful concepts

12 - collect info on appealing concepts
Development

collect information on required permits and licenses

11 Administration - health dept, business license, liquor license, other

Concept determine menu price range

11 Development - study price points of restaurants in your area

Design & graphic artist

11 Construction - find a graphic artist to work with

list of possible names for restaurant

11 Legal & Finance - solicit ideas from friend, relatives

Concept preliminary food & bar menus

11 Development - begin collecting menu/recipe ideas

Design & architect

10 - check references, create short list of quality firms
Construction

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Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

Concept continue to define concept

10 Development - type of service, price range, menu

Design & design firms

10 - check references, create short list of quality firms
Construction

Design & determine facility requirements

10 Construction - overall square footage needs, seats, parking, etc

financial feasibility
- begin establishing preliminary financial assumptions
10 Legal & Finance - sales, operating costs, capital costs, number of employees, etc.
- refer to NRA's Industry Operation's Report for industry averages

Design & general contractors

10 Construction - check references, create short list of quality firms

identify insurance needs

10 Administration - building, liability, workers comp, other

site selection criteria

- determine site criteria
10 Design & - demographics
Construction - number of seats
- traffic count
- overall space requirements

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

business entity
9 Legal & Finance - consider corporation, LLC, partnership, limited partnership
- seek guidance from CPA/attorney

competitive analysis
9 Marketing - create list of competitors
- obtain sample menus for research & reference

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

Concept differentiation
9 Development - determine your unique selling proposition

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Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

Design & find a real estate broker

9 - find a broker with a specialty or focus on restaurant sites
Construction

list work history

9 Legal & Finance - prepare and include in business plan

9 Furniture, Fixtures & preliminary equipment requirements

Equipment - create a list of the equipment needed

review financial projections

9 Legal & Finance - have accountant review
- have experienced restaurant professionals review your financials

select attorney
9 Legal & Finance - draft/file corporate documents
- review/negotiate lease agreement

square footage
Design & - determine optimum square footage needed
9 Construction - include kitchen, dining room, storage

Design & ansul system

8 - research local requirements
Construction

bar seating
Design & - estimate potential bar revenue
8 Construction - preliminary layout of bar

Design & building/fire/safety codes

8 Construction - make list of all applicable code requirements

business plan
8 Legal & Finance - complete business plan

capital/construction/opening budget
8 Legal & Finance - update projections with actual bids/current estimates

Concept concept validation/testing

8 Development - interview potential customers

Design & conduct a roof inspection

8 Construction

Design & construction costs

8 Construction - get estimates for build out from several contractors

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Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

Concept determine restaurant name

8 Development - do a trade name search to confirm availability

Design & electrical service

8 - evaluate adequacy of available power for equipment needs
Construction

Furniture, Fixtures & equipment lists

8 Equipment - kitchen, bar, dining room, bar, office

Concept finalize concept

8 Development - draft concept statement fully describing concept

floor plan
8 Design & - obtain or create a floor plan of existing space
Construction - specifically include load-bearing walls

floor slope evaluation

8 Design & - consider slope on handicap ramp OSHA requirements
Construction - safety considerations for staff & guests

Design & handicap access/requirements

8 Construction

Design & health department

8 Construction - verify no health-related conditions present that could pose problems

8 Furniture, Fixtures & lease or purchase kitchen equipment

Equipment - shop equipment leasing companies

Design & lighting fixtures

8 Construction - inspect interior & exterior lighting including parking lot

list of existing kitchen equipment

8 Design & - obtain detailed list
Construction - evaluate condition

Design & number of tables/seats

8 Construction - estimate potential seating/revenue potential of dining room

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

personal financial statement

8 Legal & Finance - prepare / update your personal financial statement

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Sorted by Month

Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

sales to investment analysis

- estimate total capital costs & compare to projected annual sales
8 Legal & Finance - goal is to have minimum 1.5 to 1 sales to investment ratio in leasehold
- goal is to have minimum 1 to 1 ratio when land & building is owned

Design & select architect/designer

8 Construction

Design & sewer lines

8 - evaluate adequacy; size, capacity, age, condition
Construction

Design & termite report

8 Construction - have property inspected for termite/pest problems

Design & traffic patterns

8 Construction - evaluate adequacy of traffic flow around and through space

visit restaurants with similar offerings

8 Operations - take notes

Design & zoning requirements

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

Design & architectural/design

7 Construction - review & approve

banking
7 Administration - open and fund construction account

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

Design & construction timeline

7 Construction - time for each phase, completion date

Design & contractor

7 Construction - select a contractor

Design & design-exterior

7 - siding, ramps, windows, awnings, lighting
Construction

Design & design-interior

7 Construction - kitchen, bar, dining room, bar, office, lighting

Design & electrical service

7 - permits, procedures, plans, installation, inspection
Construction

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Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

Design & gas lines

7 Construction - adequate size, capacity, age, condition

Design & gas service

7 - permits, procedures, plans, installation, inspection
Construction

Design & grease trap

7 Construction - permits, procedures, plans, installation, inspection

Design & HVAC system

7 Construction - inspect/evaluate condition

7 Design & Interior painting

Construction

landlord approvals
7 Legal & Finance - determine what items require landlord approval
- plans, signage, other

liquor license
7 Administration - investigate application process/availability of license

menu & recipes

- narrow menu offerings
7 Operations - test recipes
- use test kitchen

Design & outside seating

7 Construction - design, available seating, permits, w/w station, cost feasibility

Design & secure builder's risk insurance

7 Construction
Design & secure general liability insurance
7 Construction

7 Design & select type of flooring

Construction
Design & start demolition work
7 Construction

utilities
7 Design & - determine utility company options
Construction - choose provider

Design & waste water

7 Construction - permits, procedures, plans, installation, inspection

Design & water service

7 - permits, procedures, plans, installation, inspection
Construction

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Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date
Design & acoustical ceilings
6 Construction

Design & address back door

6 Construction - peep hole, buzzer for deliveries, emergency bar

Design & air conditioning/circulation

6 Construction

Design & apply design elements

6 - logo, colors, type style
Construction

6 Administration apply for an Employer Identification Number (EIN)

6 Design & bathroom partitions & accessories
Construction

6 Design & begin carpentry

Construction

Design & begin through list of inspectors

6 Construction - building, fire, electrical, plumbing, health

Design & burglar alarm system

6 Construction

Design & door locks

6 - deadbolts, re-key locks prior to opening
Construction

Design & door/exits hardware

6 Construction - alarms, push bars, emergency escape

6 Design & doors, frames & hardware

Construction

6 Design & drywall

Construction

6 Design & electrical/lighting

Construction

6 Design & exterior painting

Construction
Design & flooring install
6
Construction

Design & kitchen fire control

6 Construction - design & setup system

6 Design & masonry

Construction

6 Design & mechanical

Construction

6 Design & order canopies & awnings

Construction

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Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

Design & parking lot

6 Construction - resurfacing, control access during construction

Design & paving

6 Construction
Design & plumbing
6 Construction
Design & roofing & waterproofing
6 Construction

Design & smoke detectors

6 Construction - wire to alarm system

6 Design & sound/music system

Construction

sprinkler system
6 Design & - obtain requirements
Construction - have wired to alarm system

Design & steel/railings

6 Construction
create a credit application sheet for vendors
5 Administration - include references

Design & fire extinguishers

5 Construction - install with visible operating instructions

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

Design & landscaping

5 - design & bid contract
Construction

5 Design & lighting for parking lot

Construction

table mix & arrangement

5 Operations - determine mix of 2 top, 4 top, round, booths
- determine table positions and numbers

draft list of available suppliers

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

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

employee job descriptions

4 Personnel - create for all staff & management positions

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Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

hours of operation
4 Operations - determine for each day

liquor license
4 Administration - apply for
- hiring professional assistance if necessary

management team
4 Personnel - start interviewing/selection process

menu boards & pictures

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

order banners
4 Marketing - NOW HIRING /COMING SOON / NOW OPEN

organizational chart
4 Personnel - create organizational chart for restaurant

POS system
4 Technology - list requirements
- start evaluation/demonstration process

4 Furniture, Fixtures & safe for office

Equipment - determine type & order

beer
3 Food & Beverage - decide what beers to stock
checklists
3 Operations - prepare opening, closing, shift change checklists for all stations

Design & cleaning crew

3 Construction - bid & select vendor for initial & final clean

create reservation policy

3 Operations - consider program to place names on wait list only

customer comment cards

3 Operations - design & print
- create procedures for receiving & responding

dining room cleaning

3 Operations - carpet, flooring, rest rooms
- select outside vendor

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Sorted by Month

Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

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

employee training manuals

- create for all positions
3 Personnel

Design & exterior signage

3 - primary, handicap, reserved, valet, hours of operation, delivery times
Construction

food inventory
3 Food & Beverage - create master inventory list of all ingredients/products to stock

gift certificates
3 Marketing - design & print
- program gift certificate sales keys into POS

guest 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

hood/kitchen cleaning
3 Operations - select approved vendor

kitchen bible
3 Food & Beverage - begin building recipe binder & laminated recipe card for menu items
- prepare recipe cards for all batch recipes
landscaping/lawn services
3 Operations - select approved vendor

line of credit
3 Legal & Finance - set up working capital line of credit with bank

liquor
3 Food & Beverage - determine well/premium/super premium brands
liquor, beer & wine inventory
3 Food & Beverage - create inventory worksheets for taking physical inventories
local charities
3 Marketing - choose which to support

management training materials

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

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Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

master training schedule

3 Personnel - create schedule for staffing training leading up to opening day

menu analysis
3 Operations - calculate raw food cost on all menu items
- rank items by gross profit margin

POS phone line

3 Technology - dedicated line for charge approvals

POS system
- make POS decision
3 Technology - set up menu items & prices
- decide on comps & discount categories
- set up essential reports

prep lists with pars

3 Operations - create prep lists with par levels

price menu
3 Food & Beverage - determine final price points on all menu items

printing
3 Marketing - stationary, envelopes, labels, business cards
- invitations for opening parties

product specs
3 Operations - create detailed product specs for all food products
- grade, size, packaging, brand, etc.
public relations for opening
3 Marketing - send out press releases to local media outlets

sidework procedures & schedules

3 Personnel - create server/front-of-house sidework checklists

Furniture, Fixtures & soda system installation

3 Equipment - select vendor & set up installation date

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

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Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

station setup sheets with pars

3 Operations - for kitchen & dining room

Design & supplier, contractor, sub-contractor contacts

3 - create master phone & contact list with emergency numbers
Construction

timekeeping system
3 Administration - decide on system type (time cards, manual, POS)

uniforms
3 Supplies - finalize design; kitchen, service, bar, host staffs, managers

website
3 Technology - register domain name
- contact web design firm

wine list
3 Food & Beverage - design & print
- include in main menu

accounting software
2 Administration - select in-house accounting software
- format chart of accounts consistent with industry standards

alcoholic beverage server certification

2 Administration - determine requirements

approved vendor list

2 Operations - create master list
- include primary & backup vendors

assemble new employee materials

- application forms
2 Personnel - uniforms
- W-4, I-9 forms
- employee handbook, job descriptions
- orientation & training checklists

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

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Sorted by Month

Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

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

birthday specials
2 Operations - determine policy, special desserts, b-day song, other

Design & building & equipment plans

2 Construction - retain full set of plans for operational files

building repairs
2 Operations - select approved vendors

2 Operations bulletin board

- for employee schedule, mandatory postings
chemicals
2 Operations - select approved vendor

children's amenities
2 Operations - menu, crayons, coloring book, high chairs, booster seats, balloons

cleaning & maintenance schedules

2 Operations - set up schedules & procedures

computer software
2 Technology - office, scheduling, food management

credit card merchant accounts

2 Administration - select vendor and open account setup for MC/Visa, Amex, Discover, Others

deposit procedures
2 Administration - set up processes, pick ups, drops, etc

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

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Sorted by Month

Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

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

Design & electrical labeling

2 Construction - label switches, breakers and check for accessibility

emergency exit procedures

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

emergency numbers
2 Operations - map, directions to hospital
- make arrangements with local clinic

employee files
2 Personnel - set up for employment application, status changes, other personnel records

employee recruiting
- newspaper ads
2 Personnel - recruiting
- word of mouth
- bonus for referrals
- plan for turnover

entertainment
2 Operations - obtain permits if required
- create list of potential entertainers

first aid kit

2 Supplies - emergency burn kit

floor maintenance
2 Operations - ongoing floor maintenance procedures
- purchase cleaning / polishing supplies

food safety training

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

grease trap
2 Operations - select approved vendor

HACCAP training
2 Food & Beverage - determine local/state certification requirements
- arrange for manager/employee certification

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Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

initial food, beverage & supplies orders

2 Operations - determine quantities for training, mock shifts, pre-opening activities

Design & inspections

2 - schedule for fire, health departments, other
Construction

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

Furniture, Fixtures & interior signs

2 Equipment - menu boards, restrooms, fire exit, hand wash, wait to be seated

janitorial equipment
2 Furniture, Fixtures & - wet floor signs, mops, buckets, vacuum
Equipment - trash cans, cordless dust pan

2 Operations knife & blade sharpening

- perform in-house or use outside service
laundry & linen
2 Operations - select approved vendor

2 Food & Beverage menus

- covers & inserts, to-go, catering, children's

monthly accounting
- determine cycle
2 Operations - use industry standard chart of accounts
- outside accounting service or in-house bookkeeper

music
2 Operations - satellite radio

2 Furniture, Fixtures & office equipment

Equipment - copier, fax, computer, printer, calculators

2 Furniture, Fixtures & office furniture

Equipment - desk, chairs, filing cabinet, shelving

payroll processing
2 Operations - outsource to ADP, Paychex, other

payroll processing
2 Administration - select vendor and open account

pest control
2 Operations - select approved vendor

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Sorted by Month

Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

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

phone on hold message

2 Technology - select service provider
- message/music

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

pre-opening interview site

2 Personnel - temporary office
- equip with phone, furniture, hiring/selection forms

restrooms
2 Furniture, Fixtures & - hand towel/dryer dispensers, soap dispensers, hand soap,
Equipment baby changing tables

seating chart
2 Operations - create seating chart diagram with wait staff sections

2 Furniture, Fixtures & secure a receiving scale

Equipment
smallware & kitchen utensils
2 Supplies - source, specs, bid order

tabletop items
2 Supplies - tableware, flatware, glassware, sugar caddies, table tents, vases
- salt & pepper shakers

2 Supplies tip trays, check presentation folders

trash disposal
2 Operations - select approved vendor

valet parking
2 Operations - valet stand
- key control system

Design & walk-through with contractor

2 Construction - create initial punch list

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Sorted by Month

Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

window washing
2 Operations - do in-house or outsource
- select approved vendor

accounting/Bookkeeping
1 Administration - have CPA review sales, deposit, payroll,etc before launch

alcoholic beverage server certification

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

1 Furniture, Fixtures & ansul system

Equipment - reinspect

bank supplies
1 Administration - deposit stamp, deposit bags, deposit slips

1 Personnel begin staff training

Design & beverage service

1 - set up installation of post mix system, coffee, iced tea
Construction

1 Furniture, Fixtures & calibrate temperatures on equipment

Equipment - fryers, griddle, oven, stove, other

cash tills
1 Administration - get change & small bills from bank

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

1 Furniture, Fixtures & check walk-in & refrigeration temperatures

Equipment

1 Furniture, Fixtures & complete equipment warranty cards

Equipment
1 Personnel conduct a mock service
deposit bags
1 Operations - obtain from bank

emergency equipment procedures

1 Furniture, Fixtures & - determine emergency shut-off steps
Equipment - label equipment

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Sorted by Month

Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

Furniture, Fixtures & equipment tests

1 Equipment - test each piece with supplier prior to training

Design & exterior cleanup

1 - parking lot, landscaping, building, windows
Construction

1 Furniture, Fixtures & final clean & sanitize walk-in, freezer

Equipment

1 Furniture, Fixtures & final clean all equipment

Equipment

Design & final clean

1 Construction - interior & exterior of building

finalize opening week employee schedules

1 Personnel - overstaff
- plan for turnover
HACCAP training / certification
1 Personnel - assign employee(s) for certification course

1 Furniture, Fixtures & hang pictures, wall decor

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

initial alcohol order

1 Food & Beverage - prepare & place initial order

initial chemicals order

- degreasers, drain treatment
1 Supplies - disinfectants, sanitizers
- floor care solutions
- handcare
- cleaners for dishroom/restroom/dining room

initial food order

1 Food & Beverage - prepare & place initial order
- request free samples from suppliers to test
- have sufficient quantities for training

initial paper good order

- napkins, take-out, delivery, coasters, doggie bags
1 Supplies - straws, cups, lids
- filters, butcher pager
- patty paper, food wrap film, aluminum foil
- clear trash can liners

1 Technology internet service provider

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Sorted by Month

Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

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

Furniture, Fixtures & kitchen clock

1 Equipment - purchase & install

Furniture, Fixtures & kitchen toolkit

1 Equipment - purchase & designate location store

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

linen
1 Supplies - table cloths, napkins, bar & kitchen towels

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

opening party(s)
1 Marketing - press event, VIPs, contractors & suppliers
- create guest lists, send invitations

order & delivery schedule

1 Operations - prepare weekly schedule with each vendor's order & deliver dates

1 Personnel OSHA
- review OSHA standards with managers

padlocks for cooler doors

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

permits, licenses, inspections, approvals

1 Administration - verify that all required licenses have been secured

POS
1 Technology - set up installation & /register

POS/Merchant accounts
1 Administration - test credit card approval/processing

1 Administration receive final certificate of occupancy

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Months Targeted
Prior To Category Activity Responsible Party Completion Status
Opening Date

Furniture, Fixtures & receive furniture

1 Equipment - tables, chairs, desk tops, benches, patio furniture

repair and maint binder for all equipment

1 Furniture, Fixtures & - prepare repair & maintenance binder for operating instructions, manuals
Equipment - mail in warranty cards

run ice machine

1 Furniture, Fixtures & - empty/sanitize/refill
Equipment - find ice company for backup

safety & first aid training

1 Personnel - conduct training program for all employees

safety checklist & audit

1 Personnel - create safety checklist & perform safety audit

Furniture, Fixtures & storage shelves

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

take photographs of menu items

1 Food & Beverage - for display in kitchen area

1 Furniture, Fixtures & test all equipment

Equipment

1 Design & update construction punch list

Construction

1 Design & wash windows

Construction

1 Personnel wine training program

- arrange for wine supplier to provide

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Restaurant Opening Checklist