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CAKE | Restaurant Management System & POS

Pre-Opening Checklist

Before you open a restaurant, you need a handy checklist.

We've included a helpful pre-opening checklist for you here. While it may not encompass all of your needs, we certainly think it's a good place to start. You can click here to download and print for yourself. 


Projected Opening Date:                           


 

Inspectors:

Name

Phone

Cell or e-mail

 

Health:

 

 

 

 

Fire:

 

 

 

 

Building:

 

 

 

 

Electrical:

 

 

 

 

Plumbing:

 

 

 

 

Other:

 

 

 


  1. Prepare critical path for operations based on construction schedule.
  2. Have standard credit sheet drafted for ease of setting up accounts.
  3. Make contractors phone list for post opening emergencies.

Task

Order By:

In Place by:

Person Responsible

Insurance Evaluation

 

 

 

Pre-Const, During Const, Ops

 

 

 

Liquor Bond

 

 

 

Liability

 

 

 

Workman’s comp

 

 

 

Solid waste/Dumpster/Compactor/Roll-off

 

 

 

Cables & Wiring

 

 

 

Burglar/Fire Alarm

 

 

 

Music/Public Address

 

 

 

Telephone Lines-Internal

 

 

 

POS & Computer Lines

 

 

 

Code Book

 

 

 

Handicap Regulations

 

 

 

Ansel System Requirements

 

 

 

Exits

 

 

 

Emergency Lighting

 

 

 

Security During Operation

 

 

 

Panic Hdwr Requirements

 

 

 

Fire Inspector Approval

 

 

 

Sprinkler System Requirements

 

 

 

Smoke Detectors/Smoke Eaters

 

 

 

 Other

 

 

 

Task

Order By:

In Place by:

Person Responsible

Evaluate Information Systems

 

 

 

Register w/ All Gov't Agencies

 

 

 

Obtain Fed Tax ID Number

 

 

 

Bank Reconciliations

 

 

 

Payroll System

 

 

 

Gas Service - New

 

 

 

Procedures

 

 

 

Drawings/Plans

 

 

 

Inspection

 

 

 

Permit Requirements

 

 

 

Installation

 

 

 

Telephone Service- New

 

 

 

Procedures

 

 

 

Drawings/Plans

 

 

 

Inspection

 

 

 

Permit Requirements

 

 

 

Installation

 

 

 

Water Service - New

 

 

 

Procedures

 

 

 

Drawings/Plans

 

 

 

Inspection

 

 

 

Permit Requirements

 

 

 

Installation

 

 

 

Sewer Service - New

 

 

 

Procedures

 

 

 

Drawings/Plans

 

 

 

Inspection

 

 

 

Permit Requirements

 

 

 

Installation

 

 

 

Set Up Grease Trap - Rendering Service

 

 

 

Electric Service- New

 

 

 

Procedures

 

 

 

Drawings/Plans

 

 

 

Inspection

 

 

 

Permit Requirements

 

 

 

Installation

 

 

 

Task

Order By:

In Place by:

Person Responsible

Banking

 

 

 

Selection of Bank

 

 

 

Construction Account

 

 

 

Operational Account

 

 

 

Payroll Account

 

 

 

Lines of Credit

 

 

 

Deposit bags

 

 

 

Credit Card Deposit Acc'ts

 

 

 

Merchant Acct-AX, VISA/MC, Gift Cards, etc.

 

 

 

Graphics Design

 

 

 

Logo

 

 

 

Type/Font Style

 

 

 

Colors

 

 

 

Size

 

 

 

Business Cards

 

 

 

Menus

 

 

 

Identify and choose menu covers if used.

 

 

 

Printed Gift Certificates

 

 

 

Signs

 

 

 

Stationary

 

 

 

Letterhead

 

 

 

Signage and Banners

 

 

 

Coming soon

 

 

 

Opening date

 

 

 

Now hiring

 

 

 

Menu Board

 

 

 

No deliveries between…

 

 

 

Hours of business

 

 

 

Parking Lot

 

 

 

Smoking

 

 

 

Fire Marshall

 

 

 

ADA

 

 

 

Restrooms

 

 

 

Open/Closed

 

 

 

Advertising Timetable

 

 

 

Find Yellow Pages Cut-Off Dates

 

 

 

Evaluate Local Associations

 

 

 

List of Advertising Resources

 

 

 

Flyers

 

 

 

Task

Order By:

In Place by:

Person Responsible

Vendor List for:

 

 

 

Food

 

 

 

Liquor

 

 

 

Supplies

 

 

 

Contact Salespersons

 

 

 

Credit Applications on File

 

 

 

List of References

 

 

 

Inventory

 

 

 

Initial / Pre-Opening

 

 

 

Replacement

 

 

 

Par Stock & Ordering Forms

 

 

 

Outside Services

 

 

 

Maintenance

 

 

 

Janitorial

 

 

 

Valet Parking

 

 

 

Pest Control

 

 

 

Plant Service

 

 

 

Linen Service

 

 

 

Hood/Flue Cleaning

 

 

 

Carpet Cleaning

 

 

 

Window Washing

 

 

 

Payroll

 

 

 

Pre Opening

 

 

 

Management

 

 

 

Hourly

 

 

 

POS System

 

 

 

Wiring

 

 

 

Installation

 

 

 

Training

 

 

 

Primary Vendor Selection/Approved vendor list

 

 

Local contact w/ name number

 

 

 

Establish credit, delivery schedule

 

 

 

P - O - S materials

 

 

 

Initial marketing support

 

 

 

Other

 

 

 

Task

Order By:

In Place by:

Person Responsible

Parking Lot

 

 

 

Number of Spaces

 

 

 

Resurfacing

 

 

 

Entrance/Exits

 

 

 

Lighting for Parking Lot

 

 

 

Control Pre-Construction

 

 

 

Control During Construction

 

 

 

Valet Stand/Key Control

 

 

 

Parking Lot Signage

 

 

 

Handicap

 

 

 

Reserved

 

 

 

Valet

 

 

 

Landscaping

 

 

 

Pre-Construction

 

 

 

During Construction

 

 

 

Maintenance

 

 

 

Construction Timetable

 

 

 

Estimated Time for Each Phase

 

 

 

Estimated Completion Date

 

 

 

Critical Path

 

 

 

Construction Budget

 

 

 

Sign Requirements/Restrictions

 

 

 

Security

 

 

 

Robbery Prevention

 

 

 

Control of Access During Ops

 

 

 

Control of Access During Const

 

 

 

Double door safe

 

 

 

Night drop

 

 

 

Keys

 

 

 

*Make list of keys needed in store. Have all coolers, equipment, etc. keys same as doors.

Collect all keys upon installation.

 

 

 

Re-key just before opening

 

 

 

First aid box

 

 

 

Informational Signage

 

 

 

Restrooms

 

 

 

Exit

 

 

 

Other

 

 

 

Task

Order By:

In Place by:

Person Responsible

Staffing: Projected list of employee needs for each area of operation and Sources for recruiting.

Develop pay scales for all crew work groups

 

 

 

Front Desk

 

 

 

Servers

 

 

 

Wait Assistants

 

 

 

Bartenders

 

 

 

Cooks

 

 

 

Prep Cooks

 

 

 

Dishwashers

 

 

 

Supervisors

 

 

 

Managers

 

 

 

Arrange for interview site, furniture, phones & supplies.

 

 

Place employment ads in local newspapers & schedule recruiting missions.

 

*Review staffing manual for interviewing and hiring procedures. Establish target question list.

Training

 

 

 

Identify dates of training allowing for “dry run” or “soft opening” time.

 

Validate service sequences.

 

 

 

Develop bar opening checklist.

 

 

 

*Develop kitchen-opening checklist & for all departments: open, close & managers.

Document and train management and staff.

 

 

 

Organize orientation materials.

 

 

 

Develop sidework schedules for all FOH

 

 

 

Set up POS training for management & crew.

 

 

 

Arrange lodging for all opening personnel.

 

 

 

Wine & beer seminars for sales knowledge and over-consumption policy.

 

FOH menu descriptions for all items.

 

 

 

Plating and garnish guide for all items.

 

 

 

Set up training recipe manuals

 

 

 

Select training team.

 

 

 

Set date for training team arrival.

 

 

 

Prepare master training calendar.

 

 

 

Set up training manuals & opening materials.

 

 

 

Set up general meeting and training session.

 

 

 

Organize any necessary management training such as:

 

 

MSDS location

 

 

 

Interviewing and hiring (legal vs. illegal questions, ADA, etc.)

 

 

Restaurant standards and systems

 

 

 

Task

Order By:

In Place by:

Person Responsible

Human Resources

 

 

 

Selection of Manager

 

 

 

Selection of Pre-Opening Staff

 

 

 

Organizational Chart

 

 

 

Evaluation of Available Managers

 

 

 

Define Manager Job Duties

 

 

 

Interview of Managers

 

 

 

Interview of Pre-Opening Staff

 

 

 

Create Management Reports

 

 

 

Evaluation of Available Chefs

 

 

 

Evaluation of Kitchen Manager

 

 

 

Employee Performance Evaluation

 

 

 

Training Program for Employees

 

 

 

Uniforms

 

 

 

Dress Code

 

 

 

Establish Work Schedules

 

 

 

Reports

 

 

 

Food/Bev/Covers/Avg Ck/Sales Mix

 

 

 

Comparisons to Budget

 

 

 

Organizational Charts by Department

 

 

 

Dining Room

 

 

 

Bar

 

 

 

Kitchen

 

 

 

Administration

 

 

 

Employee Applications

 

 

 

Employee Manuals

 

 

 

Writing

 

 

 

Production

 

 

 

Training

 

 

 

Hiring of Employees

 

 

 

Training of Employees

 

 

 

Establish employee meal policy

 

 

 

Employee Applications & Employee New Hire Kits

 

 

English / Spanish

 

 

 

I - 9 and Tax Forms

 

 

 

Health cards

 

 

 

Server/Bartender/Entertainment Permits

 

 

 

Orientation

 

 

 

Pre-Opening/Training schedule

 

 

 

Operational schedule

 

 

 

ServSafe™ Training

 

 

 

Uniform

 

 

 

Task

Order By:

In Place by:

Person Responsible

Kitchen Operations/Service Operations

 

 

 

Set-up sheets with pars

 

 

 

Opening checklists

 

 

 

Closing checklists

 

 

 

Prep lists with pars

 

 

 

Standardized recipe book

 

 

 

Freezer pull sheets

 

 

 

Inventory forms.

 

 

 

Electric bug killer for back door?

 

 

 

Employee Bulletin Board

 

 

 

Required Postings -- OSHA, safety, minimum wage, etc.

 

 

Wage & hour

 

 

 

Workman's comp

 

 

 

Emergency hospital & Doctor

 

 

 

Employee lockers

 

 

 

Job descriptions

 

 

 

Operational Manuals

 

 

 

Safety manual

 

 

 

Financial manual

 

 

 

Catering manual

 

 

 

Kitchen manual

 

 

 

Exhibition cooking manual

 

 

 

Join local Restaurant Association

 

 

 

 Telephones

 

 

 

Office line

 

 

 

Fax line

 

 

 

Catering line

 

 

 

E-mail line

 

 

 

Kitchen line

 

 

 

Reservations line

 

 

 

Pay phones

 

 

 

Guest Music

 

 

 

ASCAP/BMI Arrangements

 

 

 

Satellite Music System

 

 

 

Other

 

 

 

Task

Order By:

In Place by:

Person Responsible

Hours of Operation

 

 

 

Estimated Hours of Operation

 

 

 

Bar

 

 

 

Restaurant

 

 

 

Entertainment

 

 

 

Opening

 

 

 

On Going

 

 

 

Preliminary Menu

 

 

 

Children’s Menus

 

 

 

Children amenities

 

 

 

Baby bibs

 

 

 

Birthday Favors

 

 

 

Lunch

 

 

 

Dinner

 

 

 

Catering

 

 

 

Brunch

 

 

 

Banquet

 

 

 

Menu Pricing Range

 

 

 

Menu Cost & Portion Guide

 

 

 

Standard recipe binder

 

 

 

Table Arrangement

 

 

 

Section ( wait station) Maps

 

 

 

Opening and Closing Sidework Assignments

 

 

 

Task

Order By:

In Place by:

Person Responsible

Equipment, Smallwares & Supplies

 

 

 

Collect all warranties for new equipment and send in cards.

 

*Place all equipment information and Service Agents in a notebook for reference.

Kitchen

 

 

 

Dining Room

 

 

 

Bar

 

 

 

Office

 

 

 

Food Inventory

 

 

 

Bar Inventory

 

 

 

Supplies Inventory

 

 

 

Hood/HVAC equipment

 

 

 

Kitchen Design and Equipment List

 

 

 

Punch List

 

 

 

Contractor

 

 

 

Subcontractors

 

 

 

Out-side Contractors

 

 

 

Equipment checkout (burn-in/calibration)

 

 

 

Ice Machines

 

 

 

Cooking Equipment

 

 

 

Refrigeration Equipment

 

 

 

Hand Wash Stations

 

 

 

Soap

 

 

 

Sanitizer

 

 

 

Towel Dispensers

 

 

 

Hand wash signs

 

 

 

Kitchen Clock

 

 

 

Anti-fatigue mats

 

 

 

Set up dish machine service

 

 

 

Clean, organize and label all shelving:

 

 

 

Dry Storage

 

 

 

Walk-in

 

 

 

Freezer

 

 

 

Supply area

 

 

 

Service Area

 

 

 

Chemical Storage

 

 

 

Bar Storage

 

 

 

Task

Order By:

In Place by:

Person Responsible

Kitchen Utensils

 

 

 

Produce List

 

 

 

Obtain Bids

 

 

 

Place Order

 

 

 

Receive Order

 

 

 

Small Wares Order

 

 

 

Produce list

 

 

 

Obtain bids

 

 

 

Place Order

 

 

 

Receive Order

 

 

 

Tabletop Selection

 

 

 

Plateware

 

 

 

Flatware

 

 

 

Glassware

 

 

 

Linen

 

 

 

Select Wall Covering

 

 

 

Obtain Bids

 

 

 

Order

 

 

 

Arrange Delivery

 

 

 

Accept per Order

 

 

 

Select Tables

 

 

 

Obtain Bids

 

 

 

Order

 

 

 

Arrange Delivery

 

 

 

Select Chairs

 

 

 

Obtain Bids

 

 

 

Order

 

 

 

Arrange Delivery

 

 

 

Apply Scotchgard protection

 

 

 

High Chairs & Boosters

 

 

 

Arrange Delivery

 

 

 

Select Floor Covering

 

 

 

Obtain Bids

 

 

 

Order

 

 

 

Arrange Installation

 

 

 

Task

Order By:

In Place by:

Person Responsible

Bar Operation

 

 

 

Beverage station

 

 

 

Cups

 

 

 

Lids

 

 

 

Holders

 

 

 

Sodas

 

 

 

Dairy

 

 

 

Canned juices

 

 

 

Bev naps

 

 

 

Straws

 

 

 

Soda System

 

 

 

Well liquor selection

 

 

 

Call liquor selection

 

 

 

Premium liquor selection

 

 

 

Beer Selection

 

 

 

Draft system

 

 

 

Wine Selection

 

 

 

Supplier Wine Training Program

 

 

 

Wine List Design

 

 

 

Wine List Publication

 

 

 

Wine Openers

 

 

 

Wine buckets and stands

 

 

 

Standardized Recipe and Glassware

 

 

 

Garnish Guide

 

 

 

Paper Products

 

 

 

Guest Checks

 

 

 

POS Supplies

 

 

 

Take out

 

 

 

Bathroom

 

 

 

Task

Order By:

In Place by:

Person Responsible

Linen Service

 

 

 

Table top Laundry (Rental)

 

 

 

Uniform Laundry (Rental)

 

 

 

Uniform order

 

 

 

Janitorial supplies

 

 

 

Hard goods

 

 

 

Wet Floor Cones

 

 

 

Mop Buckets

 

 

 

Mops

 

 

 

Vacuum

 

 

 

Hand towel dispensers

 

 

 

Squeegees

 

 

 

Office Equipment

 

 

 

Office Furniture

 

 

 

Desk

 

 

 

Chair

 

 

 

Filing cabinets

 

 

 

Computer System

 

 

 

Color Monitor

 

 

 

Color Printer

 

 

 

ISP Internet service

 

 

 

Software

 

 

 

Food Ordering (From Primary Supplier)

 

 

Office Suite Software

 

 

 

Word Processor

 

 

 

Spreadsheet

 

 

 

Presentation

 

 

 

Publisher Software

 

 

 

*Scheduling- Use for employee time management, Management Schedules

Catering Events

 

 

 

Upload software

 

 

 

Telephone Equipment

 

 

 

Obtain Bids

 

 

 

Order

 

 

 

Arrange Delivery

 

 

 

Accept per Order

 

 

 

Task

Order By:

In Place by:

Person Responsible

Finals

 

 

 

Place initial food order

 

 

 

Place initial chemical supplies order

 

 

 

Place initial paper goods order

 

 

 

Fire Department walk through

 

 

 

Alarm system

 

 

 

Fire extinguishers/signs

 

 

 

Ansul system

 

 

 

Hand held extinguisher

 

 

 

Mounting and signage

 

 

 

Instruction

 

 

 

Environmental Health Walk through

 

 

 

Below, is a place to put additional tasks and notes as needed.

Task

Order By:

In Place by:

Person Responsible

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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