Professional Documents
Culture Documents
While every restaurant startup is different and unique, this checklist is designed to help you identify, anticip
and hopefully many of the minor tasks, functions, components and decisions that are part of most new res
probably run into issues that are not reflected on this checklist. If so, add these accordingly and please let
to make this as comprehensive as possible. You can email any comments to info@restaurantowner.com or
We recommend that you work on each worksheet in the order in which it appears in the tabs below, from le
ned to help you identify, anticipate and plan for the major
s that are part of most new restaurant ventures. You will
ese accordingly and please let us know so we can continue
info@restaurantowner.com or call 623-242-6776. Thanks!
Category
11
Administration
10
Administration
10
Administration
Insurance
- identify requirements; building, liability, workmen's comp, other
Administration
Banking
- open construction/development account
Administration
Liquor license
- investigate application process/availability of liquor license
Administration
Federal ID number
- apply for
Administration
Administration
Liquor license
- apply for
- consider hiring firm to assist in processing application
Administration
Administration
Activity
Category
Administration
Administration
Tax permits
- apply for Sales Tax ID (state, local)
Administration
Banking
- open operating, payroll, reserve accounts
- order checks, deposit slips
Administration
Payroll processing
- in-house, outsource to ADP, Paychex, outside accountant
Administration
Administration
Accounting software
- if accounting done in-house; Quickbooks, Peachtree, other
- format P&L consistent with NRA Uniform System of Accounts
Administration
Petty cash
- setup petty cash fund for cash payments
- create petty cash reimbursement form
Administration
Deposit procedures
- armored car service or other
Administration
Insurance
- verify with your agent that all policies are in force
Activity
Category
Administration
Bank supplies
- deposit stamp & pad, deposit bags, deposit slips
Administration
Accounting/bookkeeping system
- have CPA review sales, deposit, payroll and accounts payable system
Administration
Administration
Administration
POS/merchant accounts
- test credit card approval/processing
Administration
Activity
Administration
Administration
Administration
Administration
Administration
Category
Activity
Administration
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Category
Activity
12
Concept
Development
12
Concept
Development
Local market
- look for opportunities, concept gaps in your market
12
Concept
Development
11
Concept
Development
11
Concept
Development
10
Concept
Development
Concept
Development
Points of difference
- what will make your restaurant unique in terms of menu, service, ambiance,
other
Concept
Development
Concept validation/testing
- interview potential customers on your concept plans
Concept
Development
Concept
Development
Finalize concept
- menu, service, unique offerings, price range, ambiance, etc.
- draft concept statement fully describing concept
Category
Activity
Concept
Development
Concept
Development
Concept
Development
Concept
Development
Target
Completion
Date
Target
Completion
Date
Status/Date Competed
Status/Date Competed
Category
Activity
11
Design/
Construction
Graphic artist
- select graphic artist
Design/
Construction
List of architects
- check references, create short list of quality firms
Design/
Construction
Design/
Construction
Design/
Construction
Ansul system
- what are local requirements
Design/
Construction
Design/
Construction
Exits
- panic hardware requirements, emergency lighting
- fire code requirements
Design/
Construction
Handicap access/requirements
Design/
Construction
Architectural/design
- review & approve
Design/
Construction
Design/
Construction
Contractor
- select contractor
Activity
Design/
Construction
Demolition work
Design/
Construction
Design-Exterior
- siding, ramps, windows, awnings, lighting
Design/
Construction
Design-Interior
- kitchen, bar, dining room, bar, office, lighting
Design/
Construction
Design/
Construction
Design/
Construction
Select architect/designer
Design/
Construction
Design/
Construction
Utilities
- determine utility company options
- choose provider
Design/
Construction
Design/
Construction
Acoustical ceilings
Design/
Construction
Back door
- peep hole, buzzer for deliveries, emergency bar
Design/
Construction
6
6
Category
Air conditioning/circulation
Activity
Design/
Construction
Design/
Construction
Design/
Construction
Carpentry
Design/
Construction
Carpet
Design/
Construction
Concrete
Design/
Construction
Construction timeline
- time for each phase, completion date
Design/
Construction
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
Design/
Construction
Design/
Construction
Design/
Construction
6
6
6
6
6
Startup Checklist - by Category
Category
Activity
Flooring
- Tile
- Resilient
- Hardwood
- Carpet
Design/
Construction
Design/
Construction
Interior painting
Design/
Construction
Design/
Construction
List of inspectors
- building, fire, electrical, plumbing, health
Design/
Construction
Design/
Construction
Masonry
Design/
Construction
Parking lot
- resurfacing, control access during construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Paving
6
6
6
6
6
6
6
Category
Design/
Construction
Mechanical
Plumbing
Resilient flooring
Roofing & waterproofing
Select contractor
- obtain bids
- contractor prepares timeline/critical path for completion
Page 24of 222
Category
Activity
Design/
Construction
Smoke detectors
- wire to alarm system
Design/
Construction
Design/
Construction
Sound/music system
Specialty items
Sprinkler system
- obtain requirements
- have wired to alarm system
Design/
Construction
Design/
Construction
Steel/railings
Design/
Construction
Tile
- kitchen, bathrooms, dining areas, wall and floor
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
Landscaping
- design & bid contract
Design/
Construction
Design/
Construction
Waste water
- permits, procedures, plans, installation, inspection
Page 25of 222
Category
Activity
Design/
Construction
Water service
- permits, procedures, plans, installation, inspection
Design/
Construction
Water quality
- test for hard water, take bids for water softening, filtration
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
Design/
Construction
Design/
Construction
Electrical labeling
- label switches, breakers and check for accessibility
Design/
Construction
Inspections
- schedule for fire, health departments, other
Design/
Construction
Design/
Construction
Design/
Construction
Alarm system
- install & inspect
Page 26of 222
Category
Activity
Design/
Construction
Beverage service
- set up installation of post mix system, coffee, iced tea
Design/
Construction
Fire extinguishers
- install with visible operating instructions
Design/
Construction
Design/
Construction
Design/
Construction
Exterior cleanup
- parking lot, landscaping, building, windows
Design/
Construction
Final clean
- interior & exterior of building
Design/
Construction
Wash windows
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Category
Activity
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Category
FF&E
FF&E
Equipment lists
- kitchen, bar, dining room, bar, office
FF&E
FF&E
Exterior signage
- get local code/permit/approval requirements
FF&E
FF&E
FF&E
Communications/phone system
- phone lines for office, fax, kitchen, hostess station
- pagers, cell phones, fire & burglar alarms
- internet access, service provider
FF&E
Interior signs
- menu boards, restrooms, fire exit, hand wash, wait to be seated
FF&E
Office equipment
- copier, fax, computer, printer, calculators
FF&E
Office furniture
- desk, chairs, filing cabinet, shelving
Activity
Category
FF&E
Receiving scale
- minimum 200lb capacity
FF&E
Restrooms
- hand towel/dryer dispensers, soap dispensers, hand soap,
baby changing tables
FF&E
Janitorial equipment
- wet floor signs, mops, buckets, vacuum
- trash cans, cordless dust pan
FF&E
FF&E
Equipment tests
- test each piece with supplier prior to training
FF&E
Kitchen clock
- purchase & install
FF&E
Kitchen tools/toolkit
- purchase & designate location store
FF&E
Ansul system
- inspect
FF&E
Activity
Category
FF&E
Storage shelves
- clean, organize & label; walk-in, freezer, dry storage
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
FF&E
Activity
FF&E
FF&E
Startup Checklist - by Category
Category
Activity
FF&E
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Category
12
Finance/Legal
Financing
- investigate potential sources for startup capital
- savings, family, friends, banks, SBA, investors
11
Finance/Legal
Bank/SBA lending
- find banks that have financed restaurant startups
11
Finance/Legal
Business plan
- begin drafting your business plan
11
Finance/Legal
Capital/construction/opening budget
- estimate total startup cost of project through opening day
- incorporate this into business plan
- refer to Capital Budget worksheet on "Startup & Feasibility Spreadsheets" on
RestaurantOwner.com
11
Finance/Legal
Finance/Legal
Financial feasibility
- begin establishing preliminary financial assumptions
- sales, operating costs, capital costs, number of employees, etc.
- refer to NRA's Industry Operation's Report for industry averages
- use "Startup & Feasibility Spreadsheets" on RestaurantOwner.com
Finance/Legal
Finance/Legal
Business entity
- consider corporation, LLC, partnership, limited partnership
- seek guidance from CPA/attorney
10
Activity
Category
Finance/Legal
Finance/Legal
Finance/Legal
Select attorney
- draft/file corporate documents
- review/negotiate lease agreement
Finance/Legal
Select CPA
- determine corporate entity/review business plan financials
Finance/Legal
Business plan
- complete business plan
Finance/Legal
Capital/construction/opening budget
- update projections with actual bids/current estimates
Finance/Legal
Finance/Legal
Buy-sell agreement
- attorney prepares if you have partners/investors
- consider insurance to fund
Finance/Legal
Landlord approvals
- determine what items require landlord approval
- plans, signage, other
Activity
Category
Finance/Legal
Tax ID numbers/accounts
- apply for federal, state unemployment insurance, state sales tax
Finance/Legal
Line of credit
- set up working capital line of credit with bank
Activity
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Finance/Legal
Category
Activity
Finance/Legal
Finance/Legal
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Category
Beer
Food & Beverage - decide what bottled / draft beers to stock
Food inventory
- create master inventory list of all ingredients/products to stock
Liquor
- determine well/premium/super premium brands
Price menu
- determine final price points on all menu items
Wine list
Food & Beverage - design & print
- include in main menu?
Activity
List of available suppliers
- create list of suppliers for food, beverages & supplies
Wine
- determine wines to stock
Category
Activity
Menus
- covers & inserts, to-go, catering, children's
Target
Completion
Date
Target
Completion
Date
Status/Date Competed
Status/Date Competed
Activity
Marketing
Competitive analysis
- create list of competitors
- obtain sample menus for research & reference
Marketing
Marketing
Banners
- NOW HIRING /COMING SOON / NOW OPEN
Marketing
Gift certificates
- design & print
- program gift certificate sales keys into POS (both sale & redemption)
Marketing
Local charities
- choose which charity(s) to support
- consider a "charity night" pre-opening party
Marketing
Printing
- stationary, envelopes, labels, business cards
- invitations for opening parties
Marketing
Marketing
Yellow page ad
- determine if yellow page advertising makes sense
- inquire about timing of next printing cycle
Category
Category
Marketing
Activity
Opening party(s)
- press event, VIPs, contractors & suppliers
- create guest lists, send invitations
Marketing
Marketing
Marketing
Marketing
Marketing
Target
Completion
Date
Target
Completion
Date
Status/Date Competed
Status/Date Competed
Category
Activity
Insurance agent
Ongoing Services - building, general liability, liquor liability, workman's comp, group medical
Ongoing Services
Landscaping/lawn services
Ongoing Services - select approved vendor
Security guards
Ongoing Services - determine if needed on certain nights/hours
Payroll processing
Ongoing Services - outsource to ADP, Paychex, other
Music
Ongoing Services - Muzak, ASCAP, BMI (music licensing)
- satellite radio
Chemicals
Ongoing Services - select approved vendor
Grease trap
Ongoing Services - select approved vendor
Hood/kitchen cleaning
- select approved vendor
Category
Activity
Monthly accounting
- determine monthly or 4-week cycle
Ongoing Services - use industry standard chart of accounts
- outside accounting service or in-house bookkeeper/accountant
Pest control
Ongoing Services - select approved vendor
Trash disposal
Ongoing Services - select approved vendor
Window washing
Ongoing Services - do in-house or outsource
- select approved vendor
Dishwasher service
Ongoing Services - select approved vendor
Category
Equipment repairs
Ongoing Services - select approved vendors
Equipment repairs
Ongoing Services - select approved vendors
Activity
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Ongoing Services
Category
Activity
Ongoing Services
Ongoing Services
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Category
Operations
Operations
Operations
Operations
Hours of operation
- determine for each day/meal period
Operations
Vending machines
- cigarettes, pay phones, video games, other
Operations
Checklists
- prepare opening, closing, shift change checklists for all stations
- download checklist templates on RestaurantOwner.com
Operations
Operations
Happy hour
- determine special, prices, food
- check state/local laws regarding happy hour/discount programs
Activity
Category
Operations
Menu analysis
- determine items for signature or high promotion status
- base decision on gross profit margin, ease of preparation, quality
Operations
Operations
Operations
Product specs
- create detailed product specs for all food products
- grade, size, packaging, brand, etc.
- ask your distributor for assistance
Operations
Reservation policy
- determine if you will take reservations or not
- consider "call in" program to place names on wait list only
Operations
Operations
Activity
Activity
Operations
Bulletin board
- for employee schedule, mandadory postings
- choking poster
- emergency hospital & doctor numbers & instructions
Operations
Children's amenities
- menu, crayons, coloring book, high chairs, booster seats, balloons
Operations
Operations
Emergency numbers
- map, directions to hospital
- make arrangements with local doctor, clinic
Operations
Entertainment
- obtain permits if required
- create list of potential entertainers
Operations
Floor maintenance
- get ongoing floor maintenance procedures
- purchase cleaning / polishing supplies
Operations
Valet parking
- valet stand
- key control system
- valet only parking area signs, cones
Operations
Category
Category
Operations
Birthday specials
- determine policy, special desserts, b-day song, other
Operations
Operations
Operations
Operations
Operations
Deposit bags
- obtain from bank
Operations
Operations
Light levels
- determine for each meal period
- label light switches
Operations
Change order
- prepare initial change order; change & small bills
Operations
Activity
Category
Operations
Opening inventory
- take full physical inventory on all food & beverage items night before opening
- necessary to calculate accurate food & beverage costs after opening
Operations
Activity
Operations
Operations
Operations
Operations
Operations
Operations
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Category
Personnel
Employee benefits
- determine insurance coverage (medical, dental, life, disability) & eligibility
- vacation, meals, comps, tuition reimbursement, other
Personnel
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
- download template on RestaurantOwner.com
Personnel
Personnel
Personnel
Activity
Category
Personnel
Personnel
Personnel
Staffing needs
- determine number of new hires needed by position
- plan for turnover, hire 20% more than you think you need
Personnel
Employee recruiting
- newspaper ads, "NOW HIRING" banner
- recruiting missions
- word of mouth campaigns
- bonus for referrals
- plan for turnover, hire 20% more than you think you need
Personnel
Personnel
Activity
Category
Activity
Personnel
Personnel
Employee files
- set up for employment application, status changes, other personnel records
Personnel
OSHA
- review OSHA standards with managers
Personnel
Personnel
Personnel
Personnel
Personnel
Personnel
Category
Personnel
Personnel
Activity
Personnel
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Category
12
Site/Planning
10
Site/Planning
Facility requirements
- how much space, seats, parking will you need
Site/Planning
Site/location criteria
- determine site/location criteria
- demographics, traffic count
- size, number of seats, rental rates
- lease terms
- other
Site/Planning
Competitive analysis
- examine strengths & weaknesses of competitors in target areas
- evaluate relative success of restaurant in local market
- where is there potential?
- what dining segments are not being well-served?
Site/Planning
Square footage
- determine optimum square footage needed (range)
- including kitchen, dining room, storage
- rule of thumb is roughly 30 square feet per seat (total square footage)
Site/Planning
Site/Planning
Bar seating
- estimate potential for bar revenue
- balance with space/seating needed for dining room
10
Activity
Category
Site/Planning
Building/fire/safety codes
- obtain all applicable code requirements
Site/Planning
Electrical service
- evaluate adequacy of available power
Site/Planning
Site/Planning
Site/Planning
Lighting fixtures
- inspect interior & exterior lighting including parking lot
Site/Planning
Liquor license
- know the process & cost of obtaining a liquor license
Site/Planning
Site/Planning
Number of tables/seats
- estimate potential seating/revenue potential of dining room
Site/Planning
Parking
- is there adequate parking
- what is the ratio of seats to parking spaces, is there a local minimum
Activity
Category
Activity
Site/Planning
Site/Planning
Traffic patterns
- evaluate adequacy of traffic flow (foot traffic, if applicable)
Site/Planning
Zoning requirements
- verity that there are no zoning problems with your concept/plans
Site/Planning
Cleanup required
- determine cost of cleanup/demolition prior to construction activities
Site/Planning
Site/Planning
Health department
- verify no health-related conditions present that could pose problems
Site/Planning
HVAC system
- inspect/evaluate condition
Site/Planning
Site/Planning
Site/Planning
Roof inspection
Sewer lines
- evaluate adequacy; size, capacity, age, condition
Page 122of 222
Category
Site/Planning
Site/Planning
Site/Planning
Utility requirements
- verify no utility/capacity problems
Site/Planning
Water lines
- evaluate capacity, size, age, condition
Site/Planning
Activity
Termite report
- have property inspected for termite/pest problems
Type of flooring
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Category
Activity
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Site/Planning
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Activity
Smallwares/
Supplies
Uniforms
- finalize design; kitchen, service, bar, host staffs, managers
Smallwares/
Supplies
Dishroom items
- bus carts, bus tubs, glass racks, tray racks
- chemicals, detergents
Smallwares/
Supplies
Smallwares/
Supplies
Dining room
- high chairs
- infant cradles
- booster seats
- water pitchers, wine carafes
- serving trays, tray stands
Smallwares/
Supplies
Bar
- blender
- ice machine
- glass washer
- shakers, strainers, spoons, bottle openers, corkscrew
- jiggers
- scoops
- bar mats
- pitchers
Smallwares/
Supplies
Tabletop items
- tableware, flatware, glassware, sugar caddies, table tents, vases
- salt & pepper shakers
Category
Activity
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Linen
- table cloths, napkins, bar & kitchen towels
Smallwares/
Supplies
Smallwares/
Supplies
Janitorial supplies
- carpet, tile, floor cleaner, spot remover
- gum solvent, liquid hand soap, paper towels, toilet paper
- windex, paper towels
- "Wet Floor" signs
Category
Category
Activity
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Smallwares/
Supplies
Category
Activity
Smallwares/
Supplies
Smallwares/
Supplies
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Target
Completion
Date
Status/Date Competed
Status/Date Competed
Status/Date Competed
Status/Date Competed
Category
Technology
Technology
POS system
- list requirements
- download POS Evaluation Worksheet on Restaurantowner.com
- create list of brands/dealers used by other local operaters
- start evaluation/demonstration process
Technology
Website
- register domain name
- contact web design firm
Technology
Computer software
- Microsoft office, scheduling, food management
Technology
POS system
- make POS decision
- set up menu items & prices
- decide on comps & discount categories
- set up essential reports
Technology
Technology
Technology
POS/register
- set up installation & training
Activity
Category
Activity
Technology
Technology
Technology
Technology
Technology
Technology
Target
Completion
Date
Target
Completion
Date
Status/Date Competed
Status/Date Competed
Category
12
Concept
12
Concept
Local market
- look for opportunities, concept gaps in your market
12
Concept
Activity
Finance/Legal
Financing
- investigate potential sources for startup capital
- savings, family, friends, banks, SBA, investors
12
Site/Planning
11
Administration
11
Concept
11
Concept
11
Design/
Construction
12
Startup Checklist
Responsible
Person/Party
Target
Completion
Date
Graphic artist
- select graphic artist
Category
11
Finance/Legal
Bank/SBA lending
- find banks that have financed restaurant startups
11
Finance/Legal
Business plan
- begin drafting your business plan
11
Finance/Legal
Capital/construction/opening budget
- estimate total startup cost of project through opening day
- incorporate this into business plan
- refer to Capital Budget worksheet on "Startup & Feasibility Spreadsheets" on
RestaurantOwner.com
11
Finance/Legal
10
Administration
10
Administration
Insurance
- identify requirements; building, liability, workmen's comp, other
10
Concept
Activity
Target
Completion
Date
10
Finance/Legal
Financial feasibility
- begin establishing preliminary financial assumptions
- sales, operating costs, capital costs, number of employees, etc.
- refer to NRA's Industry Operation's Report for industry averages
- use "Startup & Feasibility Spreadsheets" on RestaurantOwner.com
10
Site/Planning
Facility requirements
- how much space, seats, parking will you need
Startup Checklist
Responsible
Person/Party
10
Category
Site/Planning
Activity
Points of difference
- what will make your restaurant unique in terms of menu, service, ambiance,
other
Concept
Design/
Construction
List of architects
- check references, create short list of quality firms
Design/
Construction
Design/
Construction
FF&E
Finance/Legal
Finance/Legal
Business entity
- consider corporation, LLC, partnership, limited partnership
- seek guidance from CPA/attorney
Startup Checklist
Target
Completion
Date
Site/location criteria
- determine site/location criteria
- demographics, traffic count
- size, number of seats, rental rates
- lease terms
- other
Responsible
Person/Party
Category
Finance/Legal
Finance/Legal
Finance/Legal
Select attorney
- draft/file corporate documents
- review/negotiate lease agreement
Finance/Legal
Select CPA
- determine corporate entity/review business plan financials
Startup Checklist
Marketing
Activity
Responsible
Person/Party
Target
Completion
Date
Competitive analysis
- create list of competitors
- obtain sample menus for research & reference
Site/Planning
Competitive analysis
- examine strengths & weaknesses of competitors in target areas
- evaluate relative success of restaurant in local market
- where is there potential?
- what dining segments are not being well-served?
Site/Planning
Square footage
- determine optimum square footage needed (range)
- including kitchen, dining room, storage
- rule of thumb is roughly 30 square feet per seat (total square footage)
Category
Activity
Target
Completion
Date
Site/Planning
Concept
Concept validation/testing
- interview potential customers on your concept plans
Concept
Concept
Finalize concept
- menu, service, unique offerings, price range, ambiance, etc.
- draft concept statement fully describing concept
Design/
Construction
Ansul system
- what are local requirements
Design/
Construction
Design/
Construction
Exits
- panic hardware requirements, emergency lighting
- fire code requirements
Design/
Construction
Handicap access/requirements
FF&E
Equipment lists
- kitchen, bar, dining room, bar, office
FF&E
Startup Checklist
Responsible
Person/Party
Category
Finance/Legal
Business plan
- complete business plan
Finance/Legal
Capital/construction/opening budget
- update projections with actual bids/current estimates
Finance/Legal
Operations
Activity
Target
Completion
Date
Site/Planning
Bar seating
- estimate potential for bar revenue
- balance with space/seating needed for dining room
Site/Planning
Building/fire/safety codes
- obtain all applicable code requirements
Site/Planning
Electrical service
- evaluate adequacy of available power
Site/Planning
Site/Planning
Site/Planning
Lighting fixtures
- inspect interior & exterior lighting including parking lot
Startup Checklist
Responsible
Person/Party
Category
Site/Planning
Liquor license
- know the process & cost of obtaining a liquor license
Site/Planning
Site/Planning
Number of tables/seats
- estimate potential seating/revenue potential of dining room
Site/Planning
Parking
- is there adequate parking
- what is the ratio of seats to parking spaces, is there a local minimum
Site/Planning
Site/Planning
Traffic patterns
- evaluate adequacy of traffic flow (foot traffic, if applicable)
Site/Planning
Zoning requirements
- verity that there are no zoning problems with your concept/plans
Administration
Banking
- open construction/development account
Administration
Liquor license
- investigate application process/availability of liquor license
Startup Checklist
Activity
Responsible
Person/Party
Target
Completion
Date
Category
Activity
Design/
Construction
Architectural/design
- review & approve
Design/
Construction
Design/
Construction
Contractor
- select contractor
Design/
Construction
Demolition work
Design/
Construction
Design-Exterior
- siding, ramps, windows, awnings, lighting
Design/
Construction
Design-Interior
- kitchen, bar, dining room, bar, office, lighting
Design/
Construction
Design/
Construction
Design/
Construction
Select architect/designer
FF&E
Finance/Legal
Startup Checklist
Responsible
Person/Party
Target
Completion
Date
Exterior signage
- get local code/permit/approval requirements
Buy-sell agreement
- attorney prepares if you have partners/investors
- consider insurance to fund
Category
Finance/Legal
Landlord approvals
- determine what items require landlord approval
- plans, signage, other
Design/
Construction
Design/
Construction
Utilities
- determine utility company options
- choose provider
Activity
Operations
Site/Planning
Cleanup required
- determine cost of cleanup/demolition prior to construction activities
Site/Planning
Site/Planning
Health department
- verify no health-related conditions present that could pose problems
Site/Planning
HVAC system
- inspect/evaluate condition
Site/Planning
Startup Checklist
Target
Completion
Date
Responsible
Person/Party
Category
Site/Planning
Site/Planning
Sewer lines
- evaluate adequacy; size, capacity, age, condition
Site/Planning
Termite report
- have property inspected for termite/pest problems
Site/Planning
Site/Planning
Utility requirements
- verify no utility/capacity problems
Site/Planning
Water lines
- evaluate capacity, size, age, condition
Administration
6
6
6
6
6
6
Startup Checklist
Activity
Responsible
Person/Party
Target
Completion
Date
Roof inspection
Type of flooring
Federal ID number
- apply for
Design/
Construction
Design/
Construction
Acoustical ceilings
Design/
Construction
Back door
- peep hole, buzzer for deliveries, emergency bar
Design/
Construction
Design/
Construction
Design/
Construction
Air conditioning/circulation
Category
Activity
Design/
Construction
Design/
Construction
Design/
Construction
Carpentry
Design/
Construction
Construction timeline
- time for each phase, completion date
Design/
Construction
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
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
6
6
6
6
6
6
6
6
6
6
Startup Checklist
Responsible
Person/Party
Target
Completion
Date
Carpet
Concrete
Category
Activity
Design/
Construction
Design/
Construction
List of inspectors
- building, fire, electrical, plumbing, health
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Design/
Construction
Masonry
6
6
6
6
6
6
6
Parking lot
- resurfacing, control access during construction
Paving
Plumbing
Resilient flooring
Roofing & waterproofing
Select contractor
- obtain bids
- contractor prepares timeline/critical path for completion
Design/
Construction
Smoke detectors
- wire to alarm system
Design/
Construction
Design/
Construction
Sound/music system
Startup Checklist
Target
Completion
Date
Mechanical
Design/
Construction
Responsible
Person/Party
Specialty items
Category
Activity
Target
Completion
Date
Sprinkler system
- obtain requirements
- have wired to alarm system
Design/
Construction
Design/
Construction
Steel/railings
Design/
Construction
Tile
- kitchen, bathrooms, dining areas, wall and floor
Site/Planning
Administration
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
Landscaping
- design & bid contract
Design/
Construction
Design/
Construction
Waste water
- permits, procedures, plans, installation, inspection
Startup Checklist
Responsible
Person/Party
Category
Activity
Design/
Construction
Water service
- Permits, procedures, plans, installation, inspection
Finance/Legal
Tax ID numbers/accounts
- apply for federal, state unemployment insurance, state sales tax
Target
Completion
Date
Insurance agent
Ongoing Services - building, general liability, liquor liability, workman's comp, group medical
Operations
Administration
Design/
Construction
FF&E
Marketing
Marketing
Banners
- NOW HIRING /COMING SOON / NOW OPEN
Startup Checklist
Responsible
Person/Party
Water quality
- test for hard water, take bids for water softening, filtration
Safe for office
- determine type, bid & order
List of available suppliers
- create list of suppliers for food, beverages & supplies
Category
Operations
Hours of operation
- determine for each day/meal period
Operations
Vending machines
- cigarettes, pay phones, video games, other
Personnel
Employee benefits
- determine insurance coverage (medical, dental, life, disability) & eligibility
- vacation, meals, comps, tuition reimbursement, other
Personnel
Personnel
Management team
- start interviewing/selection process
Personnel
Organizational chart
- create organizational chart for restaurant
Smallwares /
Supplies
Administration
Administration
Design/
Construction
Startup Checklist
Activity
Responsible
Person/Party
Target
Completion
Date
Uniforms
- finalize design; kitchen, service, bar, host staffs, managers
Cleaning crew
- bid & select vendor for initial & final clean
Category
Activity
Design/
Construction
Exterior signage
- primary, handicap, reserved, valet, hours of operation, delivery times
Design/
Construction
FF&E
Finance/Legal
Target
Completion
Date
Beer
Food & Beverage - decide what bottled / draft beers to stock
Food inventory
- create master inventory list of all ingredients/products to stock
Liquor
- determine well/premium/super premium brands
Price menu
- determine final price points on all menu items
Wine
- determine wines to stock
Startup Checklist
Responsible
Person/Party
Category
Activity
Marketing
Marketing
Local charities
- choose which charity(s) to support
- consider a "charity night" pre-opening party
Marketing
Printing
- stationary, envelopes, labels, business cards
- invitations for opening parties
Marketing
Marketing
Yellow page ad
- determine if yellow page advertising makes sense
- inquire about timing of next printing cycle
Ongoing Services
Startup Checklist
Target
Completion
Date
Wine list
- design & print
- include in main menu?
Gift certificates
- design & print
- program gift certificate sales keys into POS (both sale & redemption)
Responsible
Person/Party
Hood/kitchen cleaning
- select approved vendor
Category
Activity
Landscaping/lawn services
Ongoing Services - select approved vendor
Security guards
Ongoing Services - determine if needed on certain nights/hours
Operations
Checklists
- prepare opening, closing, shift change checklists for all stations
- download checklist templates on RestaurantOwner.com
Operations
Operations
Happy hour
- determine special, prices, food
- check state/local laws regarding happy hour/discount programs
Operations
Menu analysis
- determine items for signature or high promotion status
- base decision on gross profit margin, ease of preparation, quality
Operations
Operations
Startup Checklist
Responsible
Person/Party
Target
Completion
Date
Category
Activity
Operations
Product specs
- create detailed product specs for all food products
- grade, size, packaging, brand, etc.
- ask your distributor for assistance
Operations
Reservation policy
- determine if you will take reservations or not
- consider "call in" program to place names on wait list only
Operations
Operatons
Personnel
Employee handbook
- create to document and communicate all employee & employment practices
- download template on RestaurantOwner.com
Personnel
Personnel
Personnel
Startup Checklist
Responsible
Person/Party
Target
Completion
Date
Category
Personnel
Personnel
Personnel
Staffing needs
- determine number of new hires needed by position
- plan for turnover, hire 20% more than you think you need
Activity
Technology
Technology
POS system
- list requirements
- download POS Evaluation Worksheet on Restaurantowner.com
- create list of brands/dealers used by other local operaters
- start evaluation/demonstration process
Technology
Website
- register domain name
- contact web design firm
Administration
Administration
Tax permits
- apply for Sales Tax ID (state, local)
Startup Checklist
Responsible
Person/Party
Target
Completion
Date
Category
Activity
Smallwares/
Supplies
Dining room
- high chairs
- infant cradles
- booster seats
- water pitchers, wine carafes
- serving trays, tray stands
Smallwares/
Supplies
Bar
- blender
- ice machine
- glass washer
- shakers, strainers, spoons, bottle openers, corkscrew
- jiggers
- scoops
- bar mats
- pitchers
FF&E
Communications/phone system
- phone lines for office, fax, kitchen, hostess station
- pagers, cell phones, fire & burglar alarms
- internet access, service provider
FF&E
Interior signs
- menu boards, restrooms, fire exit, hand wash, wait to be seated
FF&E
Office equipment
- copier, fax, computer, printer, calculators
FF&E
Office furniture
- desk, chairs, filing cabinet, shelving
Startup Checklist
Responsible
Person/Party
Target
Completion
Date
Category
FF&E
Activity
Payroll processing
Ongoing Services - outsource to ADP, Paychex, other
Smallwares/
Supplies
Dishroom items
- bus carts, bus tubs, glass racks, tray racks
- chemicals, detergents
Smallwares/
Supplies
Smallwares/
Supplies
Tabletop items
- tableware, flatware, glassware, sugar caddies, table tents, vases
- salt & pepper shakers
Administration
Banking
- open operating, payroll, reserve accounts
- order checks, deposit slips
Administration
Payroll processing
- in-house, outsource to ADP, Paychex, outside accountant
Startup Checklist
Target
Completion
Date
Receiving scale
- minimum 200lb capacity
Responsible
Person/Party
Music
Ongoing services - Muzak, ASCAP, BMI (music licensing)
- satellite radio
Category
Operations
Personnel
Employee recruiting
- newspaper ads, "NOW HIRING" banner
- recruiting missions
- word of mouth campaigns
- bonus for referrals
- plan for turnover, hire 20% more than you think you need
Personnel
Technology
Computer software
- Microsoft office, scheduling, food management
Technology
POS system
- make POS decision
- set up menu items & prices
- decide on comps & discount categories
- set up essential reports
Administration
Design/Constr.
Design/Constr.
Startup Checklist
Activity
Responsible
Person/Party
Target
Completion
Date
Category
FF&E
Chemicals
Ongoing Services - select approved vendor
Grease trap
Ongoing Services - select approved vendor
Monthly accounting
- determine monthly or 4-week cycle
Ongoing Services - use industry standard chart of accounts
- outside accounting service or in-house bookkeeper/accountant
Pest control
Ongoing Services - select approved vendor
Trash disposal
Ongoing Services - select approved vendor
Window washing
Ongoing Services - do in-house or outsource
- select approved vendor
Startup Checklist
Activity
Responsible
Person/Party
Target
Completion
Date
Restrooms
- hand towel/dryer dispensers, soap dispensers, hand soap,
baby changing tables
Menus
- covers & inserts, to-go, catering, children's
Category
Activity
Operations
Bulletin board
- for employee schedule, mandadory postings
- choking poster
- emergency hospital & doctor numbers & instructions
Operations
Children's amenities
- menu, crayons, coloring book, high chairs, booster seats, balloons
Operations
Operations
Emergency numbers
- map, directions to hospital
- make arrangements with local doctor, clinic
Operations
Entertainment
- obtain permits if required
- create list of potential entertainers
Operations
Floor maintenance
- get ongoing floor maintenance procedures
- purchase cleaning / polishing supplies
Operations
Valet parking
- valet stand
- key control system
- valet only parking area signs, cones
Personnel
Startup Checklist
Responsible
Person/Party
Target
Completion
Date
Category
Activity
Smallwares/
Supplies
Technology
Administration
Accounting software
- if accounting done in-house; Quickbooks, Peachtree, other
- format P&L consistent with NRA Uniform System of Accounts
Administration
Petty cash
- setup petty cash fund for cash payments
- create petty cash reimbursement form
Design/
Construction
Design/
Construction
Electrical labeling
- label switches, breakers and check for accessibility
FF&E
Target
Completion
Date
Janitorial equipment
- wet floor signs, mops, buckets, vacuum
- trash cans, cordless dust pan
Startup Checklist
Responsible
Person/Party
Category
Activity
Dishwasher service
Ongoing Services - select approved vendor
Operations
Operations
Birthday specials
- determine policy, special desserts, b-day song, other
Operations
Personnel
Personnel
Employee files
- set up for employment application, status changes, other personnel records
Smallwares/
Supplies
Smallwares/
Supplies
Startup Checklist
Responsible
Person/Party
Target
Completion
Date
Category
Administration
Design/
Construction
Operations
Administration
Insurance
- verify with your agent that all policies are in force
Design/Constr.
FF&E
FF&E
Equipment tests
- test each piece with supplier prior to training
FF&E
Kitchen clock
- purchase & install
FF&E
Kitchen tools/toolkit
- purchase & designate location store
Startup Checklist
Activity
Responsible
Person/Party
Target
Completion
Date
Deposit procedures
- armored car service or other
Inspections
- schedule for fire, health departments
Initial food, beverage & supplies orders
- determine quantities for training, mock shifts, pre-opening activities
Category
Activity
Target
Completion
Date
Marketing
Opening party(s)
- press event, VIPs, contractors & suppliers
- create guest lists, send invitations
Personnel
OSHA
- review OSHA standards with managers
Smallwares/
Supplies
Smallwares/
Supplies
Linen
- table cloths, napkins, bar & kitchen towels
Technology
Administration
Design/
Construction
Alarm system
- install & inspect
Design/
Construction
Beverage service
- set up installation of post mix system, coffee, iced tea
Startup Checklist
Responsible
Person/Party
Bank supplies
- deposit stamp & pad, deposit bags, deposit slips
Category
Activity
Design/
Construction
FF&E
Ansul system
- inspect
FF&E
FF&E
Storage shelves
- clean, organize & label; walk-in, freezer, dry storage
Operations
Operations
Personnel
Personnel
Personnel
Startup Checklist
Target
Completion
Date
Fire extinguishers
- install with visible operating instructions
Responsible
Person/Party
Category
Personnel
Activity
Target
Completion
Date
Smallwares/
Supplies
Smallwares/
Supplies
Janitorial supplies
- carpet, tile, floor cleaner, spot remover
- gum solvent, liquid hand soap, paper towels, toilet paper
Technology
POS/register
- set up installation & training
Administration
Accounting/bookkeeping system
- have CPA review sales, deposit, payroll and accounts payable system
Administration
Design/
Construction
Design/
Construction
FF&E
FF&E
Startup Checklist
Responsible
Person/Party
Category
FF&E
FF&E
FF&E
Operations
Deposit bags
- obtain from bank
Operations
Operations
Light levels
- determine for each meal period
- label light switches
Personnel
Personnel
Administration
Administration
POS/merchant accounts
- test credit card approval/processing
Administration
Startup Checklist
Activity
Responsible
Person/Party
Target
Completion
Date
Category
Design/Constr.
Design/
Construction
Exterior cleanup
- parking lot, landscaping, building, windows
Design/
Construction
Final clean
- interior & exterior of building
Design/
Construction
Wash windows
FF&E
FF&E
FF&E
FF&E
Activity
FF&E
Operations
Change order
- prepare initial change order; change & small bills
Operations
Operations
Opening inventory
- take full physical inventory on all food & beverage items night before opening
- necessary to calculate accurate food & beverage costs after opening
Startup Checklist
Target
Completion
Date
Responsible
Person/Party
Category
Personnel
Personnel
Startup Checklist
Activity
Responsible
Person/Party
Target
Completion
Date
Equipment repairs
Ongoing Services - select approved vendors
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist
Status/Date Competed
Startup Checklist