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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.

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