Date: _____________
Day: _____________
Manager On Duty: _____________
Weather / Events: _____________
Section 1 — Opening Shift Checklist (Am)
Shift Overview
Field | Details |
Time In | |
Staff Count | |
Expected Covers | |
Reservations Today | |
Deliveries Expected | |
Opening Concerns |
1a. Pre-Opening Essentials
# | Category | Task | Priority | ✓ | Notes / Action |
1 | Pre-Opening | Arrive 30+ Mins Before Opening; Complete Full Walk-Through Of All Areas | High | ☐ | |
2 | Pre-Opening | Check For Overnight Maintenance Issues — Leaks, Pests, HVAC, Broken Equipment | High | ☐ | |
3 | Pre-Opening | Verify Security Systems And Alarm Logs Were Operational Overnight | High | ||
4 | Pre-Opening | Confirm All Refrigeration Temps Logged — Coolers ≤40°f / Freezers ≤0°f | High | ☐ | |
5 | Pre-Opening | Check Sanitizer Buckets At All Stations Are Filled To Correct Ppm Levels | High | ☐ | |
6 | Pre-Opening | Verify All Fire Exits Are Unobstructed And Clearly Marked | High | ☐ | |
7 | Pre-Opening | Confirm First Aid Kit Is Stocked And Accessible | High | ☐ | |
8 | Pre-Opening | Check That All Health And Compliance Certificates Are Current And Displayed | Medium | ☐ |
1b. Staff Readiness
# | Category | Task | Priority | ✓ | Notes / Action |
9 | Staff Readiness | Confirm Attendance Vs. Schedule: Arrange Replacements For No-Shows Immediately | High | ☐ | |
10 | Staff Readiness | Assign Key Roles: Expediter, Floor Captain, Bar Lead, Host/Hostess | High | ☐ | |
11 | Staff Readiness | Inspect Uniforms And Grooming Standards Across All Staff | Medium | ☐ | |
12 | Staff Readiness | Verify All Staff Have Valid Certifications — Food Handler Cards, Alcohol Service Licences | High | ☐ | |
13 | Staff Readiness | Confirm New Or Probationary Staff Are Paired With Experienced Mentors For The Shift | Medium | ☐ | |
14 | Staff Readiness | Brief Any Temporary Or Agency Staff On House Rules And Service Standards | High | ☐ |
1c. Facility Inspection
# | Area | Task | Priority | ✓ | Notes / Action |
15 | Dining Room | Table Setups, Glassware Polish, Menu Cleanliness, Candles/Centrepieces In Order | High | ☐ | |
16 | Kitchen | Sanitised Surfaces, Prep Completion Confirmed, FIFO Stock Rotation Applied | High | ☐ | |
17 | Bar | Fully Stocked, Clean, Ice Bin Filled, Garnishes Prepped, Glassware Polished | High | ☐ | |
18 | Restrooms | Soap, Paper Towels, Odour Control, Cleanliness Check Completed | High | ☐ | |
19 | Exterior | Sidewalk Clean, Signage Visible And Lit, Parking Area Tidy | Medium | ☐ | |
20 | Storage / Walk-In | Organised, All Items Labelled And Dated, Temps Logged | High | ☐ | |
21 | Pos / Tech | All Pos Terminals, Printers, and Payment Processors are tested and functioning | High | ☐ | |
22 | Ambience | Music Levels, Lighting, And Temperature Set Appropriately For Opening | Medium | ☐ |
1d. Operational Prep
# | Category | Task | Priority | ✓ | Notes / Action |
23 | Operational Prep | Review All Reservations — Flag Large Parties, Vips, And Dietary Restrictions | High | ☐ | |
24 | Operational Prep | Check Inventory Of Critical Items — Proteins, Signature Cocktail Ingredients, Specials | High | ☐ | |
25 | Operational Prep | Print And Distribute 86'd List; Confirm With Chef; Update Pos And Menu, Boards | High | ☐ | |
26 | Operational Prep | Confirm Daily Specials With The Kitchen; Verify Pricing Is Correctly Loaded In Pos | High | ☐ | |
27 | Operational Prep | Ensure All Side Stations Are Stocked — Condiments, Cutlery, Napkins, Bread, Etc. | Medium | ☐ | |
28 | Operational Prep | Confirm Delivery Schedule And Expected Arrival Times For The Day | Medium | ☐ | |
29 | Operational Prep | Brief Foh Team On Any Menu Changes, Allergy Alerts, Or Supply Shortages | High | ☐ |
1e. Pre-Shift Briefing (10–15 Mins)
# | Topic | Priority | ✓ | Notes / Action |
30 | Highlight Daily Sales Goal And Upsell Targets (E.G., "Push The Ribeye Special Tonight") | High | ☐ | |
31 | Communicate Active Promotions, Happy Hour Details, And Limited-Time Offers | High | ☐ | |
32 | Share Vip Alerts, Regular Guest Preferences, And Any Birthday/Anniversary Tables | High | ☐ | |
33 | Address Carry-Over Issues Or Unresolved Complaints From The Prior Shift | High | ☐ | |
34 | Quick Morale Check — Acknowledge Recent Team Wins And Motivate For The Shift | Medium | ☐ | |
35 | Confirm That All Allergen And Dietary Restriction Information Is Communicated Clearly | High | ☐ | |
36 | Assign Table Visit Targets — Every Manager Should Personally Visit At Least 5 Tables Per Shift | Medium | ☐ |
Section 2 — Midday Operations Review (Lunch Shift)
Shift Snapshot
Field | Details |
Peak Time Observed | |
Avg. Ticket Time | |
Covers Served | |
Running Sales Total | $ |
Customer Feedback Trends | |
Equipment Issues |
2a. Service & Quality Control
# | Category | Task | Priority | ✓ | Notes / Action |
37 | Service Quality | Monitor Wait Times — Target ≤15 Mins Seating / ≤20 Mins Food Delivery | High | ☐ | |
38 | Service Quality | Adjust Staff Deployment In Real Time If Sections Are Overwhelmed | High | ☐ | |
39 | Service Quality | Spot-Check 2–3 Plates Leaving The Kitchen For Portion Size, Temperature, And Presentation | High | ☐ | |
40 | Service Quality | Taste-Test Specials And Any Replenished Batch Items — Soup, Sauces, Dressings | High | ☐ | |
41 | Guest Experience | Personally Visit 5+ Tables To Gather Direct Guest Feedback | High | ☐ | |
42 | Guest Experience | Resolve Complaints Immediately And With Empathy; Log All Comps And Voids Issued | High | ☐ | |
43 | Staff Wellbeing | Confirm Breaks Are Being Taken On Schedule To Prevent Burnout | Medium | ☐ | |
44 | Bar Operations | Monitor Bar Pacing — No Over-Serving; Confirm Id Checks Are Happening | High | ☐ | |
45 | Kitchen Flow | Check In With Head Chef On Ticket Times And Any Items Running Low | High | ☐ | |
46 | Communication | Update 86'd Items List In Real Time And Broadcast To Foh Immediately | High | ☐ | |
47 | Hygiene | Spot-Check Handwashing Compliance And Glove Use In The Kitchen | High | ☐ | |
48 | Atmosphere | Re-Check Lighting, Music, And Temperature — Adjust As The Room Fills | Medium | ☐ |
2b. Financial & Operational Snapshots
Metric | Target | Actual | Variance | Action Needed |
Labor % (Lunch) | ≤25% | |||
Sales Vs. Forecast | ||||
Avg. Check Size | $ | $ | $ | |
Comps / Voids Issued | $ | $ | ||
Items Running Low | — | Reorder? ☐ Yes ☐ No | ||
Bar Revenue Contribution | % | % | % |
Section 3 — Closing Shift Checklist (PM)
Closing Shift Overview
Field | Details |
Shift Lead | |
Closing Staff Count | |
Last Reservation Time | |
Estimated Close Time | |
Staff Callouts / Issues | |
Incidents To Document |
3a. Evening Execution
# | Category | Task | Priority | ✓ | Notes / Action |
49 | Evening Ops | Confirm Kitchen Backups Are In Place — Sauces, Prepped Veg, Proteins Thawed | High | ☐ | |
50 | Evening Ops | Check Bar Stock — Liquor Levels, Garnishes, And Clean Glassware | High | ☐ | |
51 | Evening Ops | Monitor Ticket Times Throughout Service — Flag Delays Exceeding 30 Mins | High | ☐ | |
52 | Guest Experience | Prioritise Table Visits For Large Parties And Celebratory Or Special Occasion Tables | High | ☐ | |
53 | Kitchen Flow | Check In With Kitchen On Pacing And Remaining Inventory Levels | High | ☐ | |
54 | Closing Comms | Communicate Last Call Times Clearly To Bar Staff And Foh Team | High | ☐ | |
55 | Staff Readiness | Confirm Closing Staff Are Briefed On Their Specific Duties And Areas | Medium | ☐ | |
56 | Atmosphere | Dim the lighting and adjust the music as the evening winds down for ambience | Low | ☐ |
3b. Financial Closeout
# | Category | Task | Priority | ✓ | Notes / Action |
57 | Financial | Verify Cash Drops — Safe Count Vs. Register Reports | High | ☐ | |
58 | Financial | Audit Voids And Discounts For Unusual Or Unauthorised Patterns | High | ☐ | |
59 | Financial | Reconcile Credit Card Batch Totals With Pos Reports | High | ☐ | |
60 | Financial | Record Final Daily Sales Total And Compare Against Forecast | High | ☐ | |
61 | Financial | Prepare Bank Deposit If Applicable; Double-Check Amounts | High | ☐ | |
62 | Financial | File All Receipts, Comp Authorisations, And Void Documentation | Medium | ☐ | |
63 | Financial | Review Tip Pooling Or Distribution Records If Applicable | Medium | ☐ |
3c. Closing Duties By Area
# | Area | Task | Priority | ✓ | Notes / Action |
64 | Kitchen | Walk-In Lockdown, Label And Date All Open Items, Log Closing Temps | High | ☐ | |
65 | Kitchen | All Equipment Switched Off, Cleaned, And Signed Off | High | ☐ | |
66 | Bar | Bottles Secured And Locked, Drains Cleared, Equipment Powered Off | High | ☐ | |
67 | Bar | Bar Surface Cleaned And Sanitised, Garnishes Stored Or Discarded | High | ☐ | |
68 | Dining Room | Tables Reset And Laid For Next Service, Chairs Tucked In, Floors Swept | High | ☐ | |
69 | Dining Room | Menus Wiped Or Replaced; Salt/Pepper And Condiments Restocked | Medium | ☐ | |
70 | Restrooms | Final Clean Completed; Restocked With Supplies For Next Day | High | ☐ | |
71 | Security | Alarms Set, Back Door Locked, All Exterior Lights Switched On | High | ☐ | |
72 | General | All Interior Lights Off; Final Full Walk-Through Of Entire Premises Completed | High | ☐ | |
73 | Waste | Bins Emptied, Waste Disposed Of Correctly, Recycling Separated | Medium | ☐ |
Section 4 — Staff & Operations Log
4a. Staff Feedback & Issues
# | Staff Member | Role | Feedback / Issue | Action Required | Follow-Up By | Status |
1 | ||||||
2 | ||||||
3 | ||||||
4 | ||||||
5 |
4b. Training & Scheduling
Field | Details |
Training Needs Identified | |
Staff Requiring Follow-Up | |
Scheduling Conflicts Tomorrow | |
Open Shifts To Fill | |
Performance Concerns To Escalate |
4c. Maintenance & Repairs Log
# | Item / Area | Priority | Description Of Issue | Assigned To | Target Fix Date | Status |
1 | 🔴 Urgent | |||||
2 | 🟡 Non-Urgent | |||||
3 | 🟢 Cosmetic | |||||
4 | 🔴 Urgent | |||||
5 | 🟡 Non-Urgent |
4d. Vip & Regular Guest Intelligence
# | Guest Name | Preferences / Allergies | Occasion / Notes | Next Visit | Assigned Server |
1 | |||||
2 | |||||
3 |
Section 5 — Daily Performance Summary
5a. Key Financial Metrics
Metric | Goal | Actual | Variance | Comments |
Total Sales | $ | $ | $ | |
Total Covers | ||||
Avg. Check Size | $ | $ | $ | |
Labor Cost % | % | % | % | |
Food Cost % | % | % | % | |
Bar / Beverage Cost % | % | % | % | |
Comps / Voids Total | $ | $ | ||
Delivery / Takeaway Sales | $ | $ | $ | |
Online Review Score (If Tracked) |
5b. Menu Performance
Category | Top Seller | Underperformer | 86'd Items | Notes | Vendor Follow-Up? |
Food | ☐ Yes ☐ No | ||||
Beverage | ☐ Yes ☐ No | ||||
Dessert | ☐ Yes ☐ No | ||||
Specials | ☐ Yes ☐ No | ||||
Kids' Menu | ☐ Yes ☐ No |
5c. Team Recognition
# | Standout Team Member | Role | Reason For Recognition |
1 | |||
2 | |||
3 |
5d. Areas For Improvement
Area | Observation | Proposed Action | Owner | Deadline |
Service | ||||
Kitchen | ||||
Sales | ||||
Staffing | ||||
Facilities | ||||
Guest Experience | ||||
Health & Safety |
Section 6 — Priorities For Tomorrow
# | Priority / Task | Owner | Time / Deadline | Resources Needed |
1 | ||||
2 | ||||
3 | ||||
4 | ||||
5 | ||||
6 |
Section 7 — End-Of-Day Manager Reflection
Field | Details |
Today's Big Win | |
Biggest Challenge | |
One Thing To Adjust Tomorrow | |
Any Incidents To Escalate To Owner / GM | |
Follow-Up Items For Next Manager On Duty | |
Manager Signature | |
Time Out |
