Restaurant Management Checklist: The Answer To All Operational Problems

Starting a restaurant business doesn’t ensure how successful it will be based on mere luck. Everything boils down to how consistent and efficient the restaurant is in providing customer satisfaction. Ineffective operations management causes almost 60% of restaurants to close down within the 1st year of opening. 

Whether you manage a single restaurant or several units, the multiple routine operations carried out need to have a system in place to take care of the day-to-day tasks and ensure that long-term operations function smoothly i.e Restaurant SOP

Restaurant management checklists are simple and are quite powerful in transforming how your restaurant operates. Restaurant checklists help your staff focus on operations more efficiently, ultimately allowing you to:

  • Drive compliance with internal standards
  • Streamline daily tasks and processes
  • Cut labor costs

Restaurant Management Checklist: Decoded

The restaurant management checklist can be divided into 6 parts based on the different operational aspects to be looked into on a daily basis:

1. Manager’s Duties Checklists: This includes manager duties during restaurant opening and closing, rush hour and shift changes. Some of the tasks included in the manager’s checklists are:

  • Manager’s Opening Checklist
  • Open the cash register and add the opening cash
  • Check inventory
  • Project the sales for the day
  • Check restrooms
  • Shift Change Checklist
  • Hand over all the necessary information to the next manager starting the shift
  • Manager’s Closing Checklist
  • Count the register
  • Check if staff are following the designated checklists
  • Check the detailed sales report for the day
  • Record the tips and allocate them to the appropriate employee
  • Check the stock utilized and available stock

2. Side Work Checklist: These set of checklists include tasks to be performed by the staff when the work hours are slow or when the restaurant closes for preparing for the next shift. Some of the common tasks involved are:

  • Front of the Restaurant Checklist
  • Clean the cutlery and arrange tables
  • Fold the napkins
  • Check if menus are on all the tables
  • Change the flowers to fresh ones, if they’re being used as decoration
  • Back of the Restaurant Checklist
  • Sharpen all the knives and refill all stations
  • Check the refrigerator temperatures 
  • Organise the fridge and storage rooms
  • Refill the spices and check the levels of critical food items in the inventory

 3. Kitchen Prep Work and Cleaning Checklist: These checklists are important in order to make sure hygiene is maintained, the dishes keep coming out without any delay. Some of the tasks that go into these checklists are:

  • Kitchen Prep Work
  • Clean and chop the vegetables
  • Prepare all the sauces in advance
  • Marinate the fish and meat
  • Keep the broth prepared
  • Cleaning Checklist
  • Clean all the stations and chopping area
  • Keep all extra food away
  • Have all the knives and utensils in the appropriate places

4. Server’s Checklist: These checklists include duties to be performed by the servers before the service begins, during shift change and while closing the restaurant. Some of them are:

  • Opening Checklist
  • Ensure that the floor is clean and dry
  • Have all the tables clean with fresh table cloths and napkins
  • Place menu on every table
  • Shift Change Checklist
  • Inform important happening of the day to new servers coming in for the next shift
  • Closing Checklist
  • Add notes for servers in the opening shift

5. Bartender’s Checklist: This checklist is a must for restaurants with an in-house bar and includes duties of the bartender at different times of the day like:

  • Bartender Checklist
  • Check total sales for the day
  • Record number of bottles taken from the stock
  • Damages to the bottles
  • Checking stock available for the next day

6. Marketing Checklist: this checklist is important as it focuses on tasks related to marketing happening within the restaurant. Some of the tasks they focus on are:

  •  In-house Marketing Checklist
  • Monitor comments on social media
  • Check restaurant reviews
  • Post photos of dishes and the ambiance
  • Research new vendors, equipment, products, services etc.

Consistency and service quality can be easily maintained by automating routine operation checklists. In fact, Hartford Business has stated that maintaining checklists, especially for recurring tasks, is the most effective method to track operational efficiency. 

Having daily checklists for the different roles and departments ensure that your restaurant is efficient, up-to-date and organized. It also makes it easier for staff to plan their day and even train new employees by easily referring to the checklists assigned to them.

PAZO Solutions For Operational Efficiency And Customer Satisfaction

a. Front Office Task Lists & Audits

Ensure that no tasks are missed during the day with checklists scheduled at designated intervals to be submitted by the assigned staff on duty

b. SOP Adherence

Why rely on SOPs maintained on paper that gives no clear picture if they’re being adhered to on a daily basis? Maintain quality and consistency in every task carried out with the help of digital checklists and reports.

c. Housekeeping Operations

Easy to complete checklists, with image upload, to ensure that cleanliness is maintained throughout the hotel, all day long.

d. Security And Patrol

Unique QR codes can be assigned to locations for patrolling, to ensure accountability and maintain security all throughout the premises

e. Customer Feedback

Continue delivering customer satisfaction by improving operations with feedback provided by customers during their stay.

f. Strategize Critical Assets, Operate Effectively

With a detailed analytics dashboard, keep a track of performance, customer feedback, issues raised and resolved, etc in order to improve operations.

Running a hotel efficiently requires constant efforts to provide the best customer experience while ensuring that the employees are happy as well. Don’t be swamped with pages of written reports, missed checklists, and continuous follow-ups to have tasks completed on time. With PAZO, you can now digitize your daily operations at every hotel while ensuring there is no compromise on brand standards, quality, efficiency, productivity, and customer satisfaction.

Also Read:

Food Court Checklist 

Service Corridors Checklist

Latest Industry News

Revenue Maximization: How Pazo Helps The Hospitality Industry

A hotel that’s always bustling with guests may not always mean that it’s a profitable one. What deems a hospitality business successful is the revenue they generate. Revenue maximization and management is one of the three main challenges faced by the hospitality industry. SiteMinder’s Global Hotel Business Index 2018 stated that 71% of hotels worldwide are looking for smarter and more efficient ways to do business.

Why is revenue management important?

Revenue management helps the hospitality industry take a data-driven approach to make decisions to ensure that revenue is driven upwards and has consistent growth. Hotels have fixed costs that need to be met regardless of how much revenue is generated from guests. By having a strategy in place, hotel owners can rest assured that all costs will be met and they can dynamically optimize their service and prices. 

Revenue Management Strategies

Here are 7 strategies to help grow your hospitality business:

  • Understand your market: It is important to have a clear understanding of your market and competition to implement a successful strategy. Having a clear picture of your audience’s needs, wants and expectations will help deliver customer satisfaction consistently


  • Customer segmentation: Segmenting your customer base allows you to optimize prices with minimized changes. Understanding how different types of customers behave and segmenting them can in turn help increase customer loyalty from those who are appreciative of the consistent prices being offered


  • Inter-department collaboration: It is important to be on the same page with the different hotel departments to address any challenges in the revenue management strategies and ensure the brand standards and messages sent to clients and customers are consistent


  • Forecasting: Forecasting based on historic data is an important aspect of revenue management as it allows you to make necessary adjustments by anticipating future demand and revenue


  • Competitive pricing: Being strategic in the hotel pricing based on the services you offer, the type of guests you want to attract and competitor strategies is a good approach. Of course, the pricing strategy differs from hotel to hotel but offering value-added options have shown to be beneficial


  • Direct booking incentives: Maximising the number of direct bookings made in your hotel is important to keep your revenue in check. Yes, catering to other distribution channels is important, but with direct bookings the commission to be paid to third parties reduce. Offering exclusive incentives, such as loyalty points, or freebies, for customers who book directly through your own website is a good strategy to manage revenue


  • Mobile optimization: Mobile is a very important revenue stream. Not having a mobile optimised website interface and booking option already puts your hospitality business at a disadvantage compared to your competitors

How Pazo Helps Hotels In Revenue Maximization

It is important to balance and control costs while working to increase revenues to remain profitable. Here’s how Pazo can help you in revenue maximization when you have a strategy in place:

    •  Make operations efficient: When hotel operations are carried out in the most efficient way, customer satisfaction comes naturally. It’s not easy to manually keep a tab on every employee and task being carried out in different areas in the hotel, more so if you’re a multi-chain hotel operator.
    • Technology has advanced quite a bit and now, working smarter has become easier. Using Pazo you can connect to all your team members instantly, get real-time data on the tasks being carried out across all your locations and raise a ticket and assign a turnaround time to ensure issues are resolved by the designated employees within the stipulated time
    • Increase asset life cycle: Save time and resources by digitising your tracking processes. Have tasks assigned to the field workforce through easy and detailed checklists to rest assured that all critical assets are maintained in optimal condition. Having a preventive approach and inspecting equipment on a regular basis can help maintain them better.
    • Software up-gradation, repairing equipment, re-installation of equipment, eliminating possible machinery defects, etc. comes under timely inspection. Inspections can save costs spent on managing damages and control. Assigning checklists to departments ensures that these important inspections are not missed out and also allows you to take corrective measures as fast as possible
    • Standardise operations & service delivery across locations: A successful hotel consistently delivers excellent service to all its guests. Service quality needs to be consistent, especially when you’re a multi-chain operator. Service quality needs to be maintained at the same level across all the locations, in order to ensure that the guests experience the same pleasant experience, no matter which hotel location of yours they opt for
    • Integration with PMS solutions: Integrating PMS solution with work orders and routine operations, retrieving O&M manuals, floor plans and asset information have improved value to organisations of up to 45%
    • Integration to iOT devices: Internet of Things is becoming a convenient asset in improving performance, efficiency, time, and cost savings in integrated facilities management services. When utilised the right way, IoT systems can reduce energy bills and provide insightful data to improve operational efficiency and provide a better tenant/employee experience. CBRE’s report has noted that 25 billion connected things will be in use by 2020 up from 4.9 billion in 2015.
    • Issue management: Report issues and breakdowns with location and images with real-time insights, ensuring that the department resolves the issue in the shortest time to ensure customer satisfaction.
    • Communication: Ensure clear and effective communication between departments at the individual hotel locations and the head office. Coordinate task assignment and completion, surveys, feedback and compliance across all locations you operate to ensure consistency in customer satisfaction and SOPs
    • Audits: Audits are key indicators enabling restaurants to measure where they stand. Having timely audits ensure that all aspects of the restaurant are in optimal condition. Five main audits that should be part of every hotel’s SOPs are – health & safety audit, store audit, kitchen audit, service consistency audit and mystery audit

Revenue management is an extremely important concept within the hospitality industry because it allows hotel owners to anticipate demand and optimise availability and pricing, in order to achieve the best possible financial results. Revenue maximization comes as a result of an effort to predict demand and optimise inventory and price availability. When utilised correctly, this will ultimately result in higher revenue.