
Bar Meeting Template
Meeting Overview
Field | Details |
Meeting Type | Weekly Bar Team / Monthly Strategic |
Theme | [e.g., "Craft Cocktail Excellence," "Speed of Service Focus"] |
Date | [Insert Date] |
Time | [Insert Time] |
Duration | 75 Minutes |
Location | Bar Area / Back Office |
Facilitator | Bar Manager |
Note Taker | [Rotating Bartender] |
Core Bar Team Attendees
Role | Required | Backup |
Bar Manager | ✓ | Assistant Bar Manager |
Lead Bartender | ✓ | Senior Bartender |
Bartenders (All Shifts) | ✓ | At least 2 per shift |
Bar Back/Support Staff | ✓ | Lead Bar Back |
General Manager | ✓ | FOH Manager |
1. Pre-Meeting Bar Preparation (24 Hours Prior)
Essential Bar Reports
All data must be shared 24 hours before meeting for effective discussion.
Required Bar Analytics:
Beverage sales breakdown by category and shift
Pour cost analysis and variance report
Inventory shrinkage and waste tracking
Top and bottom performing cocktails/drinks
Bar labor cost and productivity metrics
Guest feedback specific to bar service and drinks
Bar Team Assignments
Role | Pre-Meeting Responsibility |
Bar Manager | Complete cost analysis + 3 new cocktail concepts |
Lead Bartender | Service speed analysis + training needs assessment |
Day Shift Bartender | Lunch/happy hour performance review + upselling results |
Night Shift Bartender | Evening service evaluation + guest interaction insights |
Bar Back | Inventory organization report + supply needs list |
Bar Staff Feedback Collection
Gather input from all bar team members on operational challenges, guest preferences, and workflow improvements.
2. Opening & Bar Team Energy (8 minutes)
Focus & Motivation (3 minutes)
Bar Manager sets the tone and meeting objectives
Review bar team goals and performance targets
Bar Team Celebrations (5 minutes)
Bar Performance Wins:
Beverage sales targets exceeded
Cocktail competition victories
Positive guest mentions of bar service
Cost control achievements
Individual Recognition:
Bartender of the week/month
Exceptional guest service stories
New cocktail creations
Professional certifications earned
Personal Achievements:
Bartending competition participation
Mixology course completions
Personal milestones worth celebrating
3. Bar Financial Performance Analysis (20 minutes)
Beverage Revenue Deep Dive (10 minutes)
Category | Sales $ | Units Sold | Avg Price | % of Total Bar | Trend | Action |
Draft Beer | ↗↘➡ | |||||
Bottled Beer | ↗↘➡ | |||||
Wine by Glass | ↗↘➡ | |||||
Craft Cocktails | ↗↘➡ | |||||
Premium Spirits | ↗↘➡ | |||||
Non-Alcoholic | ↗↘➡ |
Bar Cost Control Analysis (10 minutes)
Cost Component | Actual % | Target % | Variance | Primary Cause | Immediate Action |
Beer Cost | 22% | ||||
Wine Cost | 28% | ||||
Spirit Cost | 18% | ||||
Cocktail Cost | 20% | ||||
Bar Labor Cost | 25% |
Focus Areas:
Over-pouring incidents and retraining needs
Waste tracking and reduction opportunities
Theft prevention and inventory security
Recipe standardization compliance
4. Cocktail & Beverage Program Performance (18 minutes)
Cocktail Menu Analysis
Cocktail | Units Sold | Revenue | Cost % | Prep Time | Guest Rating | Decision |
Top 5 Cocktails | ||||||
1. | Keep/Feature | |||||
2. | Keep/Feature | |||||
3. | Keep/Feature | |||||
4. | Keep/Feature | |||||
5. | Keep/Feature | |||||
Underperforming | ||||||
1. | Revise/Remove | |||||
2. | Revise/Remove | |||||
3. | Revise/Remove |
New Beverage Development
Seasonal cocktail concepts and testing results
Limited-time offer performance evaluation
Guest request analysis for new drinks
Ingredient sourcing and cost feasibility
Bar Program Innovation
Craft beer rotation strategy
Wine program updates and pairings
Premium spirit education and promotion
Non-alcoholic beverage expansion
5. Bar Service Excellence & Standards (15 minutes)
Service Speed & Efficiency
Metric | Target | Current | Gap | Improvement Plan |
Drink Order to Serve | 3 minutes | |||
Cocktail Preparation | 90 seconds | |||
Beer Pour Time | 30 seconds | |||
Bar Setup Time | 15 minutes | |||
Closing Procedures | 45 minutes |
Guest Interaction Quality
Bartender engagement and hospitality scores
Upselling success rates and techniques
Complaint resolution effectiveness
Regular guest recognition and relationship building
Bar Cleanliness & Organization Standards
Bar top and equipment sanitation compliance
Glassware cleanliness and presentation
Ingredient freshness and rotation
Work station organization and efficiency
6. Bar Team Development & Training (12 minutes)
Current Bar Staff Performance
Team Member | Shift | Strengths | Development Areas | Training Plan | Goals |
[Name] | Day | ||||
[Name] | Night | ||||
[Name] | Weekend |
Skill Development Priorities
Skill | Urgency | Training Method | Completion Date | Success Measure |
Craft Cocktail Techniques | High/Medium/Low | Hands-on practice | Speed + quality test | |
Wine Knowledge | High/Medium/Low | Tasting sessions | Guest interaction confidence | |
Upselling Mastery | High/Medium/Low | Role-play scenarios | Revenue increase % | |
POS System Efficiency | High/Medium/Low | System training | Transaction speed |
Bar Team Culture & Morale
Team communication effectiveness
Shift coverage and scheduling satisfaction
Professional development opportunities
Internal recognition and advancement paths
7. Inventory & Supply Management (10 minutes)
Current Inventory Status
Category | Par Level | Current Stock | Days Supply | Reorder Status | Notes |
Premium Spirits | |||||
Well Spirits | |||||
Beer (Draft) | |||||
Beer (Bottle/Can) | |||||
Wine | |||||
Fresh Ingredients | |||||
Bar Supplies |
Vendor Performance Review
Delivery reliability and quality
Pricing competitiveness and value
Product availability and substitutions
Payment terms and relationship quality
Waste Reduction Initiatives
Tracking spillage and breakage
Ingredient utilization optimization
Portion control compliance
Recycling and sustainability efforts
8. Technology & Bar Systems (8 minutes)
POS & Bar Technology
System | Performance | Issues | Training Needs | Upgrade Plans |
POS System | 🟢🟡🔴 | |||
Inventory Management | 🟢🟡🔴 | |||
Music/Entertainment | 🟢🟡🔴 | |||
Payment Processing | 🟢🟡🔴 |
Bar Equipment Maintenance
Equipment | Condition | Last Service | Next Service | Replacement Budget |
Draft System | 🟢🟡🔴 | |||
Ice Machine | 🟢🟡🔴 | |||
Glassware Washer | 🟢🟡🔴 | |||
Blenders/Shakers | 🟢🟡🔴 | |||
Refrigeration Units | 🟢🟡🔴 |
9. Guest Experience & Bar Atmosphere (12 minutes)
Bar-Specific Guest Feedback
Feedback Area | Rating | Comments Summary | Frequency | Action Required |
Drink Quality | ||||
Service Speed | ||||
Bartender Knowledge | ||||
Atmosphere/Ambiance | ||||
Value for Money |
Bar Atmosphere Management
Music volume and playlist effectiveness
Lighting optimization for different times of day
Seating arrangement and bar flow
Cleanliness and visual appeal maintenance
Regular Guest Relationship Building
VIP guest recognition and preferences
Loyalty program effectiveness
Special occasion acknowledgments
Community engagement through the bar
10. Action Items & Accountability (7 minutes)
Priority Bar Actions
Action | Owner | Due Date | Success Metric | Check-in Schedule |
Next Meeting Preparation
Assign next meeting facilitator
Confirm data collection responsibilities
Schedule any required training sessions
Set agenda priorities for next session
11. Meeting Wrap-Up & Team Commitment (3 minutes)
Team Check-Out
Each team member shares:
One commitment for the week
One support need from the team
Energy level and motivation (1-10 scale)
Meeting Effectiveness Quick Poll
Question | Yes/No | Improvement Idea |
Did we solve key bar challenges? | ||
Are action items achievable? | ||
Did everyone contribute? | ||
Ready for next week? |
Bar Meeting Success Indicators
Metric | Target | Current | Trend |
Bar Revenue Growth | 8%+ monthly | ↗↘➡ | |
Pour Cost Control | <25% total | ↗↘➡ | |
Drink Preparation Speed | <2 min average | ↗↘➡ | |
Guest Bar Ratings | 4.5+ stars | ↗↘➡ | |
Bar Team Retention | 85%+ | ↗↘➡ | |
Upselling Success | 40%+ attempts | ↗↘➡ |
Critical Bar Alerts
Pour costs exceeding 28% for two weeks
Guest complaints about drink quality or service
Bar equipment failures affecting operations
Staff conflicts or performance issues
Inventory shrinkage above 3%
Excellence in bar operations starts with focused, productive team meetings that drive real results.