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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 info@myfirstrestaurant.com 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

Category

Months
Prior To
Activity
Opening begin interviewing professional service providers

Administration

12

- attorney, accountant, architect, designer, insurance agent, real estate


broker

Administration

11

collect information on required permits and licenses


- health dept, business license, liquor license, other

Administration

10

identify insurance needs


- building, liability, workers comp, other

Administration

banking
- open and fund construction account

Administration

liquor license
- investigate application process/availability of license

Administration

apply for an Employer Identification Number (EIN)

Administration

create a credit application sheet for vendors


- include references

Administration

Administration

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

Administration

alcoholic beverage server certification


- determine requirements

Administration

Administration

Administration

Administration

MyFirstRestaurant
Restaurant Opening Checklist

Targeted
Responsible Party Completion
Date

Status

liquor license
- apply for
- hiring professional assistance if necessary

banking
- open operating, payroll, reserve accounts
- order checks, deposit slips
payroll processing
- select vendor and open account
credit card merchant accounts
- select vendor and open account setup for MC/Visa, Amex, Discover,
Others
accounting software
- select in-house accounting software
- format chart of accounts consistent with industry standards

Page 3of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Administration

Administration

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

Administration

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

Administration

bank supplies
- deposit stamp, deposit bags, deposit slips

Administration

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

Administration

permits, licenses, inspections, approvals


- verify that all required licenses have been secured

Administration

cash tills
- get change & small bills from bank

Administration

POS/Merchant accounts
- test credit card approval/processing

Administration

Activity

Targeted
Responsible Party Completion
Date

Status

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

receive final certificate of occupancy

Administration
Administration
Administration
Administration
Administration
Administration
Administration

MyFirstRestaurant
Restaurant Opening Checklist

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Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Activity

Targeted
Responsible Party Completion
Date

Status

Administration
Administration
Concept
Development

12

research successful concepts


- collect info on appealing concepts

Concept
Development

12

research market
- look for opportunities or concept gaps

Concept
Development

12

research competitive landscape


- which concepts are most successful

Concept
Development

11

determine menu price range


- study price points of restaurants in your area

Concept
Development

11

preliminary food & bar menus


- begin collecting menu/recipe ideas

Concept
Development

10

continue to define concept


- type of service, price range, menu

Concept
Development

differentiation
- determine your unique selling proposition

Concept
Development

concept validation/testing
- interview potential customers

Concept
Development

determine restaurant name


- do a trade name search to confirm availability

Concept
Development

finalize concept
- draft concept statement fully describing concept

Concept
Development
Concept
Development
Concept
Development
Concept
Development

MyFirstRestaurant
Restaurant Opening Checklist

Page 5of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Activity

Targeted
Responsible Party Completion
Date

Status

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

Design &
Construction

12

Design &
Construction

11

graphic artist
- find a graphic artist to work with

Design &
Construction

10

determine facility requirements


- overall square footage needs, seats, parking, etc
site selection criteria
- determine site criteria
- demographics
- number of seats
- traffic count
- overall space requirements

Design &
Construction

10

Design &
Construction

10

architect
- check references, create short list of quality firms

Design &
Construction

10

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

Design &
Construction

10

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

Design &
Construction

Design &
Construction

Design &
Construction

MyFirstRestaurant
Restaurant Opening Checklist

competitive analysis
- examine strengths & weaknesses of competitors
- evaluate relative success of restaurant in local market
- what dining segments are not being well-served
square footage
- determine optimum square footage needed
- include kitchen, dining room, storage
find a real estate broker
- find a broker with a specialty or focus on restaurant sites

Page 6of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Design &
Construction

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

Design &
Construction

ansul system
- research local requirements

Design &
Construction

construction costs
- get estimates for build out from several contractors

Design &
Construction

Design &
Construction

Design &
Construction

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

Design &
Construction

electrical service
- evaluate adequacy of available power for equipment needs

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

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

Design &
Construction

termite report
- have property inspected for termite/pest problems

Design &
Construction

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

MyFirstRestaurant
Restaurant Opening Checklist

Activity

Targeted
Responsible Party Completion
Date

Status

handicap access/requirements
bar seating
- estimate potential bar revenue
- preliminary layout of bar

floor plan
- obtain or create a floor plan of existing space
- specifically include load-bearing walls
floor slope evaluation
- consider slope on handicap ramp OSHA requirements
- safety considerations for staff & guests
lighting fixtures
- inspect interior & exterior lighting including parking lot
list of existing kitchen equipment
- obtain detailed list
- evaluate condition
conduct a roof inspection

Page 7of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Design &
Construction

Design &
Construction

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

Design &
Construction

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

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

contractor
- select a contractor

Design &
Construction

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

Design &
Construction

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

Design &
Construction

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

Design &
Construction

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

Design &
Construction

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

Design &
Construction

construction timeline
- time for each phase, completion date

Design &
Construction

Design &
Construction

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

Design &
Construction

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

Design &
Construction

MyFirstRestaurant
Restaurant Opening Checklist

Activity

Targeted
Responsible Party Completion
Date

Status

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

select architect/designer
architectural/design
- review & approve
secure builder's risk insurance

start demolition work

secure general liability insurance

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Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Design &
Construction

Design &
Construction

Design &
Construction

gas lines
- adequate size, capacity, age, condition

Design &
Construction

HVAC system
- inspect/evaluate condition

Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction

7
6
6
6
6
6
6
6

Activity

Status

outside seating
- design, available seating, permits, w/w station, cost feasibility
utilities
- determine utility company options
- choose provider

select type of flooring


acoustical ceilings
air conditioning/circulation
address back door
- peep hole, buzzer for deliveries, emergency bar
bathroom partitions & accessories
burglar alarm system
order canopies & awnings
begin carpentry

Design &
Construction

apply design elements


- logo, colors, type style

Design &
Construction

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

Design &
Construction

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

Design &
Construction

Design &
Construction

drywall

Design &
Construction

electrical/lighting

MyFirstRestaurant
Restaurant Opening Checklist

Targeted
Responsible Party Completion
Date

doors, frames & hardware

Page 9of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Design &
Construction

exterior painting

Design &
Construction

Interior painting

Design &
Construction

Design &
Construction

kitchen fire control


- design & setup system

Design &
Construction

masonry

Design &
Construction

mechanical

Design &
Construction

parking lot
- resurfacing, control access during construction

Design &
Construction

Design &
Construction

plumbing

Design &
Construction

roofing & waterproofing

Design &
Construction

Design &
Construction

smoke detectors
- wire to alarm system

Design &
Construction

sound/music system

Design &
Construction

steel/railings

Design &
Construction

begin through list of inspectors


- building, fire, electrical, plumbing, health

Design &
Construction

fire extinguishers
- install with visible operating instructions

Design &
Construction

landscaping
- design & bid contract

MyFirstRestaurant
Restaurant Opening Checklist

Activity

Targeted
Responsible Party Completion
Date

Status

flooring install

paving

sprinkler system
- obtain requirements
- have wired to alarm system

Page 10of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Design &
Construction

lighting for parking lot

Design &
Construction

cleaning crew
- bid & select vendor for initial & final clean

Design &
Construction

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

Design &
Construction

supplier, contractor, sub-contractor contacts


- create master phone & contact list with emergency numbers

Design &
Construction

electrical labeling
- label switches, breakers and check for accessibility

Design &
Construction

inspections
- schedule for fire, health departments, other

Design &
Construction

building & equipment plans


- retain full set of plans for operational files

Design &
Construction

walk-through with contractor


- create initial punch list

Design &
Construction

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

Design &
Construction

Design &
Construction

exterior cleanup
- parking lot, landscaping, building, windows

Design &
Construction

final clean
- interior & exterior of building

Design &
Construction

wash windows

Activity

Targeted
Responsible Party Completion
Date

Status

update construction punch list

Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction
MyFirstRestaurant
Restaurant Opening Checklist

Page 11of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Activity

Targeted
Responsible Party Completion
Date

Status

Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
MyFirstRestaurant
Restaurant Opening Checklist

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

safe for office


- determine type & order

soda system installation


- select vendor & set up installation date

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

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

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

office furniture
- desk, chairs, filing cabinet, shelving

secure a receiving scale

Page 12of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Furniture,
Fixtures &
Equipment

Furniture,
Fixtures &
Equipment

Furniture,
Fixtures &
Equipment

Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
MyFirstRestaurant
Restaurant Opening Checklist

Activity

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

kitchen clock
- purchase & install

kitchen toolkit
- purchase & designate location store

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

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

calibrate temperatures on equipment


- fryers, griddle, oven, stove, other

1
1
1
1
1
1

Status

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

Targeted
Responsible Party Completion
Date

check walk-in & refrigeration temperatures


final clean & sanitize walk-in, freezer
receive furniture
- tables, chairs, desk tops, benches, patio furniture
test all equipment
complete equipment warranty cards
final clean all equipment

Page 13of 47

Restaurant Opening Checklist


Sorted by Category

Category
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment

Months
Prior To
Opening
1

Activity

Targeted
Responsible Party Completion
Date

Status

hang pictures, wall decor


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

Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Legal & Finance

12

Legal & Finance

12

financing
- investigate potential sources for startup capital
- savings, family, friends, banks, SBA, investors
business plan
- begin drafting your business plan
capital/construction/opening budget
- estimate total startup cost of project through opening day
- incorporate this into business plan

Legal & Finance

12

Legal & Finance

11

list of possible names for restaurant


- solicit ideas from friend, relatives

Legal & Finance

10

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

Legal & Finance

Legal & Finance

MyFirstRestaurant
Restaurant Opening Checklist

attorney
- find firms with restaurant experience
- get & check references
business entity
- consider corporation, LLC, partnership, limited partnership
- seek guidance from CPA/attorney

Page 14of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Legal & Finance

Legal & Finance

Legal & Finance

Activity

Targeted
Responsible Party Completion
Date

Status

list work history


- prepare and include in business plan
review financial projections
- have accountant review
- have experienced restaurant professionals review your financials
select attorney
- draft/file corporate documents
- review/negotiate lease agreement
sales to investment analysis
- estimate total capital costs & compare to projected annual sales
- goal is to have minimum 1.5 to 1 sales to investment ratio in leasehold
- goal is to have minimum 1 to 1 ratio when land & building is owned

Legal & Finance

Legal & Finance

business plan
- complete business plan

Legal & Finance

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

Legal & Finance

personal financial statement


- prepare / update your personal financial statement

Legal & Finance

Legal & Finance

Legal & Finance

buy-sell agreement
- attorney prepares if you have partners/investors
- consider insurance to fund
landlord approvals
- determine what items require landlord approval
- plans, signage, other
line of credit
- set up working capital line of credit with bank

Legal & Finance


Legal & Finance
Legal & Finance
Legal & Finance
MyFirstRestaurant
Restaurant Opening Checklist

Page 15of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Activity

Targeted
Responsible Party Completion
Date

Status

Legal & Finance


Legal & Finance
Legal & Finance
Legal & Finance
Legal & Finance
Legal & Finance
Legal & Finance
Food & Beverage

draft list of available suppliers


- create list of suppliers for food, beverages & supplies

Food & Beverage

beer
- decide what beers to stock

Food & Beverage

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

Food & Beverage

liquor
- determine well/premium/super premium brands

Food & Beverage

liquor, beer & wine inventory


- create inventory worksheets for taking physical inventories

Food & Beverage

price menu
- determine final price points on all menu items

Food & Beverage

Food & Beverage

Food & Beverage

Food & Beverage

MyFirstRestaurant
Restaurant Opening Checklist

kitchen bible
- begin building recipe binder & laminated recipe card for menu items
- prepare recipe cards for all batch recipes
wine list
- design & print
- include in main menu
HACCAP training
- determine local/state certification requirements
- arrange for manager/employee certification
menus
- covers & inserts, to-go, catering, children's

Page 16of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Food & Beverage

initial food order


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

Food & Beverage

take photographs of menu items


- for display in kitchen area

Food & Beverage

initial alcohol order


- prepare & place initial order

Activity

Targeted
Responsible Party Completion
Date

Status

Food & Beverage


Food & Beverage
Food & Beverage
Food & Beverage
Food & Beverage

Marketing

Marketing

Marketing

Marketing

Marketing

Marketing

Marketing

MyFirstRestaurant
Restaurant Opening Checklist

competitive analysis
- create list of competitors
- obtain sample menus for research & reference
menu boards & pictures
- determine type, design, order
- pictures of key menu items bundled with side & beverage
order banners
- NOW HIRING /COMING SOON / NOW OPEN
gift certificates
- design & print
- program gift certificate sales keys into POS
local charities
- choose which to support
printing
- stationary, envelopes, labels, business cards
- invitations for opening parties
public relations for opening
- send out press releases to local media outlets
Page 17of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Marketing

Activity

Targeted
Responsible Party Completion
Date

Status

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

Marketing
Marketing
Marketing
Marketing
Marketing
Marketing
Marketing
Operations

visit restaurants with similar offerings


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

Operations

Operations

Operations

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

Operations

hours of operation
- determine for each day

Operations

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

Operations

MyFirstRestaurant
Restaurant Opening Checklist

table mix & arrangement


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

guest call system


- determine system to use
- pagers, sound system, other
Page 18of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Operations

Operations

Operations

Operations

Operations

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

Operations

station setup sheets with pars


- for kitchen & dining room

Operations

Operations

Operations

hood/kitchen cleaning
- select approved vendor

Operations

landscaping/lawn services
- select approved vendor

Operations

Operations

Operations

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

Operations

cleaning & maintenance schedules


- set up schedules & procedures

MyFirstRestaurant
Restaurant Opening Checklist

Activity

Targeted
Responsible Party Completion
Date

Status

happy hour
- determine special, prices, food
- check state/local laws regarding happy hour/discount programs
menu analysis
- calculate raw food cost on all menu items
- rank items by gross profit margin
prep lists with pars
- create prep lists with par levels

customer comment cards


- design & print
- create procedures for receiving & responding
dining room cleaning
- carpet, flooring, rest rooms
- select outside vendor

emergency exit procedures


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

Page 19of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Operations

Operations

Operations

Operations

Operations

Operations

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

Operations

seating chart
- create seating chart diagram with wait staff sections

Operations

initial food, beverage & supplies orders


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

Operations

payroll processing
- outsource to ADP, Paychex, other

Operations

music
- satellite radio

Operations

chemicals
- select approved vendor

Operations

grease trap
- select approved vendor

Operations

knife & blade sharpening


- perform in-house or use outside service

Operations

MyFirstRestaurant
Restaurant Opening Checklist

Activity

Targeted
Responsible Party Completion
Date

Status

emergency numbers
- map, directions to hospital
- make arrangements with local clinic
entertainment
- obtain permits if required
- create list of potential entertainers
floor maintenance
- ongoing floor maintenance procedures
- purchase cleaning / polishing supplies
valet parking
- valet stand
- key control system
approved vendor list
- create master list
- include primary & backup vendors

monthly accounting
- determine cycle
- use industry standard chart of accounts
- outside accounting service or in-house bookkeeper
Page 20of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Operations

pest control
- select approved vendor

Operations

trash disposal
- select approved vendor

Operations

Operations

building repairs
- select approved vendors

Operations

laundry & linen


- select approved vendor

Operations

order & delivery schedule


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

Operations

Operations

deposit bags
- obtain from bank

Operations

hostess stand supplies


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

Operations

Operations

Operations

Operations

Activity

Targeted
Responsible Party Completion
Date

Status

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

padlocks for cooler doors


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

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

Operations

MyFirstRestaurant
Restaurant Opening Checklist

Page 21of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Activity

Targeted
Responsible Party Completion
Date

Status

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

Personnel

Personnel

employee job descriptions


- create for all staff & management positions

Personnel

management team
- start interviewing/selection process

Personnel

organizational chart
- create organizational chart for restaurant

Personnel

employee handbook
- create to document and communicate all employee & employment
practices
employee training manuals
- create for all positions

Personnel

MyFirstRestaurant
Restaurant Opening Checklist

Page 22of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Personnel

Personnel

management training materials


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

Personnel

sidework procedures & schedules


- create server/front-of-house sidework checklists

Personnel

Personnel

Personnel

Personnel

Personnel

Personnel

Personnel

Personnel

Personnel

Personnel

MyFirstRestaurant
Restaurant Opening Checklist

Activity

Targeted
Responsible Party Completion
Date

Status

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
- recruiting
- word of mouth
- bonus for referrals
- plan for turnover
pre-opening interview site
- temporary office
- equip with phone, furniture, hiring/selection forms
food safety training
- purchase food safety training materials/videos
- contact state or National Restauant Association
assemble new employee materials
- application forms
- uniforms
- W-4, I-9 forms
- employee handbook, job descriptions
- orientation
employee
files& training checklists
- 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

Page 23of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Personnel

Personnel

Personnel

Personnel

safety & first aid training


- conduct training program for all employees

Personnel

conduct a mock service

Personnel

finalize opening week employee schedules


- overstaff
- plan for turnover

Activity

Targeted
Responsible Party Completion
Date

Status

safety checklist & audit


- create safety checklist & perform safety audit
wine training program
- arrange for wine supplier to provide
begin staff training

Personnel
Personnel
Personnel
Personnel
Personnel

Supplies

Supplies

Supplies

Supplies

MyFirstRestaurant
Restaurant Opening Checklist

uniforms
- finalize design; kitchen, service, bar, host staffs, managers
dishroom items
- bus carts, bus tubs, glass racks, tray racks
- chemicals, detergents
smallware & kitchen utensils
- source, specs, bid order
dining room
- high chairs
- booster seats
- serving trays, tray stands

Page 24of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Supplies

Supplies

Supplies

Supplies

Activity

tabletop items
- tableware, flatware, glassware, sugar caddies, table tents, vases
- salt & pepper shakers
first aid kit
- emergency burn kit
tip trays, check presentation folders

Supplies

Supplies

linen
- table cloths, napkins, bar & kitchen towels

initial paper good order


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

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

Supplies

Status

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

initial chemicals order


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

Supplies

Targeted
Responsible Party Completion
Date

Supplies

MyFirstRestaurant
Restaurant Opening Checklist

Page 25of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Activity

Targeted
Responsible Party Completion
Date

Status

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

Supplies

Technology

Technology

Technology

MyFirstRestaurant
Restaurant Opening Checklist

POS system
- list requirements
- start evaluation/demonstration process
POS system
- make POS decision
- set up menu items & prices
- decide on comps & discount categories
- set up essential reports
POS phone line
- dedicated line for charge approvals

Page 26of 47

Restaurant Opening Checklist


Sorted by Category

Category

Months
Prior To
Opening

Technology

Technology

Technology

Technology

Technology

Activity

Targeted
Responsible Party Completion
Date

Status

website
- register domain name
- contact web design firm
computer software
- office, scheduling, food management
phone on hold message
- select service provider
- message/music
internet service provider
POS
- set up installation & /register

Technology
Technology
Technology
Technology
Technology

MyFirstRestaurant
Restaurant Opening Checklist

Page 27of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening
12

Category

Activity

begin interviewing professional service providers


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

12

business plan
Legal & Finance - begin drafting your business plan

12

Legal & Finance

12

Legal & Finance

12

Design &
Construction

12

Concept
Development

12

Concept
Development

12

Concept
Development

11

Administration

11

Concept
Development

11

Design &
Construction

11

Targeted
Responsible Party Completion
Date

Status

capital/construction/opening budget
- estimate total startup cost of project through opening day
- incorporate this into business plan
financing
- investigate potential sources for startup capital
- savings, family, friends, banks, SBA, investors
market research
- study local markets
- create list of the most promising areas
research competitive landscape
- which concepts are most successful
research market
- look for opportunities or concept gaps
research successful concepts
- collect info on appealing concepts
collect information on required permits and licenses
- health dept, business license, liquor license, other
determine menu price range
- study price points of restaurants in your area
graphic artist
- find a graphic artist to work with

list of possible names for restaurant


Legal & Finance - solicit ideas from friend, relatives

11

Concept
Development

10

Design &
Construction

MyFirstRestaurant
Restaurant Opening Checklist

preliminary food & bar menus


- begin collecting menu/recipe ideas
architect
- check references, create short list of quality firms

Page 28of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

10

Concept
Development

10

Design &
Construction

10

Design &
Construction

10

Legal & Finance

10

Design &
Construction

10

Administration

10

Design &
Construction

Legal & Finance

Legal & Finance

Marketing

Design &
Construction

Concept
Development

MyFirstRestaurant
Restaurant Opening Checklist

Activity

Targeted
Responsible Party Completion
Date

Status

continue to define concept


- type of service, price range, menu
design firms
- check references, create short list of quality firms
determine facility requirements
- overall square footage needs, seats, parking, etc
financial feasibility
- begin establishing preliminary financial assumptions
- sales, operating costs, capital costs, number of employees, etc.
- refer to NRA's Industry Operation's Report for industry averages
general contractors
- check references, create short list of quality firms
identify insurance needs
- building, liability, workers comp, other
site selection criteria
- determine site criteria
- demographics
- number of seats
- traffic count
- overall space requirements
attorney
- find firms with restaurant experience
- get & check references
business entity
- consider corporation, LLC, partnership, limited partnership
- seek guidance from CPA/attorney
competitive analysis
- create list of competitors
- obtain sample menus for research & reference
competitive analysis
- examine strengths & weaknesses of competitors
- evaluate relative success of restaurant in local market
- what dining segments are not being well-served
differentiation
- determine your unique selling proposition

Page 29of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Design &
Construction

Activity

Targeted
Responsible Party Completion
Date

Status

find a real estate broker


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

list work history


Legal & Finance - prepare and include in business plan

Furniture,
Fixtures &
Equipment

Legal & Finance

Legal & Finance

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

preliminary equipment requirements


- create a list of the equipment needed
review financial projections
- have accountant review
- have experienced restaurant professionals review your financials
select attorney
- draft/file corporate documents
- review/negotiate lease agreement
square footage
- determine optimum square footage needed
- include kitchen, dining room, storage
ansul system
- research local requirements
bar seating
- estimate potential bar revenue
- preliminary layout of bar
building/fire/safety codes
- make list of all applicable code requirements

business plan
Legal & Finance - complete business plan

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

Concept
Development

Design &
Construction

Design &
Construction

MyFirstRestaurant
Restaurant Opening Checklist

concept validation/testing
- interview potential customers
conduct a roof inspection
construction costs
- get estimates for build out from several contractors

Page 30of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Concept
Development

Design &
Construction

Furniture,
Fixtures &
Equipment

Concept
Development

Design &
Construction

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

Design &
Construction

floor slope evaluation


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

Design &
Construction

Design &
Construction

Furniture,
Fixtures &
Equipment

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

Activity

Targeted
Responsible Party Completion
Date

Status

determine restaurant name


- do a trade name search to confirm availability
electrical service
- evaluate adequacy of available power for equipment needs
equipment lists
- kitchen, bar, dining room, bar, office
finalize concept
- draft concept statement fully describing concept

handicap access/requirements
health department
- verify no health-related conditions present that could pose problems
lease or purchase kitchen equipment
- shop equipment leasing companies
lighting fixtures
- inspect interior & exterior lighting including parking lot
list of existing kitchen equipment
- obtain detailed list
- evaluate condition
number of tables/seats
- estimate potential seating/revenue potential of dining room
parking lot
- is there adequate parking
- what is the ratio of seats to parking spaces, is there a local minimum

personal financial statement


Legal & Finance - prepare / update your personal financial statement

MyFirstRestaurant
Restaurant Opening Checklist

Page 31of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Activity

Targeted
Responsible Party Completion
Date

Status

sales to investment analysis


- estimate total capital costs & compare to projected annual sales
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 &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

Operations

Design &
Construction

Design &
Construction

Administration

Legal & Finance

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

MyFirstRestaurant
Restaurant Opening Checklist

select architect/designer
sewer lines
- evaluate adequacy; size, capacity, age, condition
termite report
- have property inspected for termite/pest problems
traffic patterns
- evaluate adequacy of traffic flow around and through space
visit restaurants with similar offerings
- take notes
zoning requirements
- verity that there are no zoning problems with your concept/plans
architectural/design
- review & approve
banking
- open and fund construction account
buy-sell agreement
- attorney prepares if you have partners/investors
- consider insurance to fund
construction timeline
- time for each phase, completion date
contractor
- select a contractor
design-exterior
- siding, ramps, windows, awnings, lighting
design-interior
- kitchen, bar, dining room, bar, office, lighting
electrical service
- permits, procedures, plans, installation, inspection

Page 32of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

Legal & Finance

Administration

Operations

Design &
Construction

7
7
7
7

Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

MyFirstRestaurant
Restaurant Opening Checklist

Activity

Targeted
Responsible Party Completion
Date

Status

gas lines
- adequate size, capacity, age, condition
gas service
- permits, procedures, plans, installation, inspection
grease trap
- permits, procedures, plans, installation, inspection
HVAC system
- inspect/evaluate condition
Interior painting
landlord approvals
- determine what items require landlord approval
- plans, signage, other
liquor license
- investigate application process/availability of license
menu & recipes
- narrow menu offerings
- test recipes
- use test kitchen
outside seating
- design, available seating, permits, w/w station, cost feasibility
secure builder's risk insurance
secure general liability insurance
select type of flooring
start demolition work
utilities
- determine utility company options
- choose provider
waste water
- permits, procedures, plans, installation, inspection
water service
- permits, procedures, plans, installation, inspection

Page 33of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

6
6
6
6

Design &
Construction

Design &
Construction

Design &
Construction

6
6
6
6
6
6
6
6

Targeted
Responsible Party Completion
Date

Status

acoustical ceilings
address back door
- peep hole, buzzer for deliveries, emergency bar
air conditioning/circulation
apply design elements
- logo, colors, type style

Administration apply for an Employer Identification Number (EIN)


bathroom partitions & accessories
Design &
Construction
begin carpentry
Design &
Construction
begin through list of inspectors
Design &
- building, fire, electrical, plumbing, health
Construction

Activity

Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction
Design &
Construction

MyFirstRestaurant
Restaurant Opening Checklist

burglar alarm system


door locks
- deadbolts, re-key locks prior to opening
door/exits hardware
- alarms, push bars, emergency escape
doors, frames & hardware
drywall
electrical/lighting
exterior painting
flooring install
kitchen fire control
- design & setup system
masonry
mechanical
order canopies & awnings

Page 34of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Design &
Construction

6
6
6

Design &
Construction
Design &
Construction
Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

Design &
Construction

Administration

Design &
Construction

Operations

Design &
Construction

Design &
Construction

Operations

Activity

Targeted
Responsible Party Completion
Date

Status

parking lot
- resurfacing, control access during construction
paving
plumbing
roofing & waterproofing
smoke detectors
- wire to alarm system
sound/music system
sprinkler system
- obtain requirements
- have wired to alarm system
steel/railings
create a credit application sheet for vendors
- include references
fire extinguishers
- install with visible operating instructions
insurance
- general liability, liquor liability, worker's comp, group medical
landscaping
- design & bid contract
lighting for parking lot
table mix & arrangement
- determine mix of 2 top, 4 top, round, booths
- determine table positions and numbers

Food & Beveragedraft list of available suppliers


- create list of suppliers for food, beverages & supplies
employee benefits
- determine insurance coverage
Personnel
- vacation, meals, comps, tuition reimbursement, other

Personnel

MyFirstRestaurant
Restaurant Opening Checklist

employee job descriptions


- create for all staff & management positions

Page 35of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Operations

Administration

Personnel

Marketing

Marketing

order banners
- NOW HIRING /COMING SOON / NOW OPEN

Personnel

organizational chart
- create organizational chart for restaurant

Technology

Furniture,
Fixtures &
Equipment

3
3

Activity

Targeted
Responsible Party Completion
Date

Status

hours of operation
- determine for each day
liquor license
- apply for
- hiring professional assistance if necessary
management team
- start interviewing/selection process
menu boards & pictures
- determine type, design, order
- pictures of key menu items bundled with side & beverage

POS system
- list requirements
- start evaluation/demonstration process
safe for office
- determine type & order

Food & Beveragebeer


- decide what beers to stock
checklists
- prepare opening, closing, shift change checklists for all stations
Operations

Design &
Construction

Operations

Operations

Operations

MyFirstRestaurant
Restaurant Opening Checklist

cleaning crew
- bid & select vendor for initial & final clean
create reservation policy
- consider program to place names on wait list only
customer comment cards
- design & print
- create procedures for receiving & responding
dining room cleaning
- carpet, flooring, rest rooms
- select outside vendor

Page 36of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Personnel

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

Targeted
Responsible Party Completion
Date

Status

employee training manuals


- create for all positions
3

Personnel

Design &
Construction

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

Food & Beveragefood inventory


- create master inventory list of all ingredients/products to stock
gift certificates
- design & print
Marketing
- program gift certificate sales keys into POS

Operations

Operations

Operations

guest call system


- determine system to use
- pagers, sound system, other
happy hour
- determine special, prices, food
- check state/local laws regarding happy hour/discount programs
hood/kitchen cleaning
- select approved vendor

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

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

3
3
3

Food & Beverageliquor


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

Personnel

MyFirstRestaurant
Restaurant Opening Checklist

management training materials


- personnel hiring, training & management
- operations
- administrative
Page 37of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Personnel

Operations

Technology

Technology

Operations

Activity

Targeted
Responsible Party Completion
Date

Status

master training schedule


- create schedule for staffing training leading up to opening day
menu analysis
- calculate raw food cost on all menu items
- rank items by gross profit margin
POS phone line
- dedicated line for charge approvals
POS system
- make POS decision
- set up menu items & prices
- decide on comps & discount categories
- set up essential reports
prep lists with pars
- create prep lists with par levels

price menu
Food & Beverage - determine final price points on all menu items
printing
- stationary, envelopes, labels, business cards
- invitations for opening parties

Marketing

Operations

Marketing

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

Personnel

sidework procedures & schedules


- create server/front-of-house sidework checklists

Furniture,
Fixtures &
Equipment

Personnel

Personnel

MyFirstRestaurant
Restaurant Opening Checklist

soda system installation


- select vendor & set up installation date
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

Page 38of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Operations

Design &
Construction

Targeted
Responsible Party Completion
Date

Status

station setup sheets with pars


- for kitchen & dining room
supplier, contractor, sub-contractor contacts
- create master phone & contact list with emergency numbers

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

Supplies

Technology

Activity

uniforms
- finalize design; kitchen, service, bar, host staffs, managers
website
- register domain name
- contact web design firm

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

Administration

Administration

Operations

Personnel

Administration

MyFirstRestaurant
Restaurant Opening Checklist

accounting software
- select in-house accounting software
- format chart of accounts consistent with industry standards
alcoholic beverage server certification
- determine requirements
approved vendor list
- create master list
- include primary & backup vendors
assemble new employee materials
- application forms
- uniforms
- W-4, I-9 forms
- employee handbook, job descriptions
- orientation & training checklists
banking
- open operating, payroll, reserve accounts
- order checks, deposit slips

Page 39of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Activity

Supplies

Operations

Design &
Construction

Operations

Operations

Operations

bulletin board
- for employee schedule, mandatory postings
chemicals
- select approved vendor

Operations

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

Operations

cleaning & maintenance schedules


- set up schedules & procedures

birthday specials
- determine policy, special desserts, b-day song, other
building & equipment plans
- retain full set of plans for operational files
building repairs
- select approved vendors

computer software
- office, scheduling, food management
credit card merchant accounts
- select vendor and open account setup for MC/Visa, Amex, Discover,
Administration Others

Administration

Status

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

Targeted
Responsible Party Completion
Date

Technology

Supplies

MyFirstRestaurant
Restaurant Opening Checklist

deposit procedures
- set up processes, pick ups, drops, etc
dining room
- high chairs
- booster seats
- serving trays, tray stands

Page 40of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Supplies

Design &
Construction

Operations

Operations

Personnel

Activity

Status

dishroom items
- bus carts, bus tubs, glass racks, tray racks
- chemicals, detergents
electrical labeling
- label switches, breakers and check for accessibility
emergency exit procedures
- determine procedures, post maps
- discuss in safety meetings with staff
emergency numbers
- map, directions to hospital
- make arrangements with local clinic
employee files
- set up for employment application, status changes, other personnel
records
employee recruiting
- newspaper ads
- recruiting
- word of mouth
- bonus for referrals
- plan for turnover

Personnel

Operations

Supplies

Operations

Personnel

Operations

Food & Beverage

MyFirstRestaurant
Restaurant Opening Checklist

Targeted
Responsible Party Completion
Date

entertainment
- obtain permits if required
- create list of potential entertainers
first aid kit
- emergency burn kit
floor maintenance
- ongoing floor maintenance procedures
- purchase cleaning / polishing supplies
food safety training
- purchase food safety training materials/videos
- contact state or National Restauant Association
grease trap
- select approved vendor
HACCAP training
- determine local/state certification requirements
- arrange for manager/employee certification

Page 41of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Operations

Design &
Construction

Administration

Furniture,
Fixtures &
Equipment

Furniture,
Fixtures &
Equipment

Operations

Operations

Operations

Operations

Targeted
Responsible Party Completion
Date

Status

initial food, beverage & supplies orders


- determine quantities for training, mock shifts, pre-opening activities
inspections
- schedule for fire, health departments, other
insurance
- verify with your agent that all policies are ready to go live
interior signs
- menu boards, restrooms, fire exit, hand wash, wait to be seated
janitorial equipment
- wet floor signs, mops, buckets, vacuum
- trash cans, cordless dust pan
knife & blade sharpening
- perform in-house or use outside service
laundry & linen
- select approved vendor

menus
Food & Beverage - covers & inserts, to-go, catering, children's

Activity

Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment

Operations

Administration

Operations

MyFirstRestaurant
Restaurant Opening Checklist

monthly accounting
- determine cycle
- use industry standard chart of accounts
- outside accounting service or in-house bookkeeper
music
- satellite radio
office equipment
- copier, fax, computer, printer, calculators
office furniture
- desk, chairs, filing cabinet, shelving
payroll processing
- outsource to ADP, Paychex, other
payroll processing
- select vendor and open account
pest control
- select approved vendor

Page 42of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Administration

Technology

Furniture,
Fixtures &
Equipment

Personnel

Furniture,
Fixtures &
Equipment

Operations

Furniture,
Fixtures &
Equipment

Supplies

Supplies

Supplies

Operations

Operations

Design &
Construction

MyFirstRestaurant
Restaurant Opening Checklist

Activity

Targeted
Responsible Party Completion
Date

Status

petty cash
- setup petty cash fund for cash payments
- create petty cash reimbursement form
phone on hold message
- select service provider
- message/music
phone system
- phone lines for office, fax, kitchen, hostess station
- pagers, cell phones, fire & burglar alarms
- internet access, service provider
pre-opening interview site
- temporary office
- equip with phone, furniture, hiring/selection forms
restrooms
- hand towel/dryer dispensers, soap dispensers, hand soap,
baby changing tables
seating chart
- create seating chart diagram with wait staff sections
secure a receiving scale
smallware & kitchen utensils
- source, specs, bid order
tabletop items
- tableware, flatware, glassware, sugar caddies, table tents, vases
- salt & pepper shakers
tip trays, check presentation folders
trash disposal
- select approved vendor
valet parking
- valet stand
- key control system
walk-through with contractor
- create initial punch list

Page 43of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Operations

Administration

Personnel

Furniture,
Fixtures &
Equipment

Administration

Personnel

Design &
Construction

Furniture,
Fixtures &
Equipment

Administration

Operations

Operations

Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Personnel

Operations

Furniture,
Fixtures &
Equipment

1
1

MyFirstRestaurant
Restaurant Opening Checklist

Activity

Targeted
Responsible Party Completion
Date

Status

window washing
- do in-house or outsource
- select approved vendor
accounting/Bookkeeping
- have CPA review sales, deposit, payroll,etc before launch
alcoholic beverage server certification
- determine state/local requirements
- assign employee(s) for certification course
ansul system
- reinspect
bank supplies
- deposit stamp, deposit bags, deposit slips
begin staff training
beverage service
- set up installation of post mix system, coffee, iced tea
calibrate temperatures on equipment
- fryers, griddle, oven, stove, other
cash tills
- get change & small bills from bank
change order
- prepare initial change order; change & small bills
check inventory levels
- on all food, beverage, paper & supplies
- prepare orders for opening week
check walk-in & refrigeration temperatures
complete equipment warranty cards
conduct a mock service
deposit bags
- obtain from bank
emergency equipment procedures
- determine emergency shut-off steps
- label equipment

Page 44of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Furniture,
Fixtures &
Equipment

1
1
1
1

Design &
Construction
Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment
Design &
Construction

Personnel

Personnel

Furniture,
Fixtures &
Equipment

Operations

Activity

Targeted
Responsible Party Completion
Date

Status

equipment tests
- test each piece with supplier prior to training
exterior cleanup
- parking lot, landscaping, building, windows
final clean & sanitize walk-in, freezer
final clean all equipment
final clean
- interior & exterior of building
finalize opening week employee schedules
- overstaff
- plan for turnover
HACCAP training / certification
- assign employee(s) for certification course
hang pictures, wall decor
hostess stand supplies
- reservation book, call clock, pencils, notebooks, kid's stuff

initial alcohol order


Food & Beverage - prepare & place initial order
initial chemicals order
- degreasers, drain treatment
- disinfectants, sanitizers
- floor care solutions
- handcare
- cleaners for dishroom/restroom/dining room

Supplies

Food & Beverage

initial food order


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

Supplies

Technology

MyFirstRestaurant
Restaurant Opening Checklist

initial paper good order


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

Page 45of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Supplies

Furniture,
Fixtures &
Equipment
Furniture,
Fixtures &
Equipment

Operations

Supplies

Activity

Status

janitorial supplies
- carpet, tile, floor cleaner, spot remover
- gum solvent, liquid hand soap, paper towels, toilet paper
- windex, paper towels
- "Wet Floor" signs
kitchen clock
- purchase & install
kitchen toolkit
- purchase & designate location store
light levels
- determine for each meal period
- label light switches
linen
- table cloths, napkins, bar & kitchen towels
opening inventory
- take full physical inventory on all food & beverage items night before
opening
- necessary to calculate accurate food & beverage costs after opening

Operations

Marketing

Operations

order & delivery schedule


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

Personnel

OSHA
- review OSHA standards with managers

Operations

Administration

Technology

Administration

Administration

MyFirstRestaurant
Restaurant Opening Checklist

Targeted
Responsible Party Completion
Date

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

padlocks for cooler doors


- create control system for access & keys
- limit access to storage rooms to deliveries & requisition into production
permits, licenses, inspections, approvals
- verify that all required licenses have been secured
POS
- set up installation & /register
POS/Merchant accounts
- test credit card approval/processing
receive final certificate of occupancy

Page 46of 47

Restaurant Opening Checklist


Sorted by Month
Months
Prior To
Opening

Category

Furniture,
Fixtures &
Equipment

Activity

repair and maint binder for all equipment


- prepare repair & maintenance binder for operating instructions,
manuals
- mail in warranty cards

Furniture,
Fixtures &
Equipment

Furniture,
Fixtures &
Equipment

Personnel

safety & first aid training


- conduct training program for all employees

Personnel

safety checklist & audit


- create safety checklist & perform safety audit

Furniture,
Fixtures &
Equipment

1
1
1
1

Status

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

Targeted
Responsible Party Completion
Date

run ice machine


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

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

take photographs of menu items


Food & Beverage - for display in kitchen area
Furniture,
Fixtures &
Equipment
Design &
Construction
Design &
Construction
Personnel

MyFirstRestaurant
Restaurant Opening Checklist

test all equipment


update construction punch list
wash windows
wine training program
- arrange for wine supplier to provide

Page 47of 47

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