Restaurant profit optimization

Print-Ready Resources

Reusable Templates & Cheat Sheets

Print-ready handouts for walls and clipboards so you don't have to keep repeating yourself.

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How Do I Price My Menu to Actually Make Money?

Most operators guess at menu prices and leave thousands on the table. These templates walk you through real food cost math — plate cost to menu price — so every item earns its place.

If your food cost is creeping up but you haven't touched your menu prices in six months, start here. These calculators and cheat sheets help you reverse-engineer what each plate should cost, set target margins by category, and build pricing that actually holds up when invoices spike. Use the Food Cost Calculator to nail plate-level math, or grab the Menu Pricing Formula to train managers on markup logic.

Food Cost Calculator

Food Cost Calculator — Plate & Menu Price

Ingredient tables + AvT checks for every dish. Real math, real margin.

  • Unit cost breakdowns by case / yield
  • COGS-to-plate formula
  • Plate-to-menu markup (target % + markup factor)
Print-ready • 2 pages • PDF
Menu Pricing Formula

Menu Pricing Formula — Cheat Sheet

Fast breakdown: item cost to final menu price, step-by-step with examples.

Print-ready • 2 pages • PDF
Menu Re-Pricing

Menu Rework-Pricing Worksheet — Fillable Template

Rework menu prices based on actual sales to adjust pricing based on sales volume.

Print-ready • fillable • PDF
Liquor Pour Cost

Liquor Pour Cost — Cheat Sheet

Quick pour-cost math for the bar so you stop guessing at cocktail pricing.

  • Target pour cost % by category (well, call, top-shelf)
  • Example pricing grid by bottle cost and pour size
  • Space to write in your own house standards
Print-ready • 1 page • PDF

Why Does My Restaurant Keep Making the Same Mistakes Every Shift?

Without written checklists, your opening crew forgets prep and your closers cut corners. These templates put daily tasks, waste tracking, and inventory counts on paper so managers stop asking "did anyone do this?"

Most restaurants bleed money on waste, missed prep, and inconsistent counts — not because staff doesn't care, but because nothing is written down. Use the Waste & Void Log to catch daily mis-fires before they turn into month-end cost leaks. Print the Opening & Closing Duties checklist so every shift starts and ends the same way. Run the Food Inventory Count Sheet monthly to feed accurate numbers into your prime cost calculations.

Waste & Void Log

Waste & Void Log — Multi-Area

Track spoilage, mis-fires, comps, and manager voids by station.

  • FOH, BOH Line, BOH Kitchen, Bar, Dish, Restrooms, Entry/Patio
  • 13 columns: Date, Shift, Time, Item/SKU, Category, Qty, Unit, Unit Cost, Ext Cost, Station, Cause, Emp Init, Mgr OK
  • 44 rows per area
Print-ready • multi-page • PDF
Opening & Closing

Opening & Closing Duties — Multi-Area

Checklist blocks for FOH, BOH Line, BOH Kitchen, Bar (Open + Close shifts).

  • Duty (specific surface) | Method and Tools | Assigned Role | Time Window | M-T-W-T-F-S-S
  • 44 rows per area
Print-ready • multi-page • PDF
Daily SOP

Daily S.O.P. — By Area & Day-Part

Separate page per station / shift: FOH, BOH Line, BOH Kitchen, Bar (Open, Mid, Close).

  • Task | Method and Tools | Time | Role | M-T-W-T-F-S-S
  • 28 rows per page
Print-ready • multi-page • PDF
Food Inventory

Food Inventory — Monthly Count Sheet

Standard food inventory sheet for monthly counts to plug straight into your prime cost calculator.

  • Beginning and ending inventory by area: dry, cooler, freezer, prep
  • Columns for item, unit, on-hand qty, unit cost, and extended value
  • Designed to roll into COGS and prime cost calculations without rework
Print-ready • 1 page • PDF
Sales Tracking

Sales Tracking Scoreboard — Daily & Weekly

Printable audit sheet for easy use in your prime cost calculations.

  • Daily and weekly food and beverage sales columns
  • Print out and track sales then refer to for prime cost calculations monthly
  • Use as a printout
Print-ready • 1 page • PDF
Liquor Inventory

Liquor Inventory — Bottle & Partial Counts

Standardized bar inventory sheet so every manager counts the same way.

  • Bottle list with columns for full and partials and extended value
  • Easy to use, instructions page included
  • Summary line for total inventory value for use in prime cost calculations monthly
Print-ready • multi-page • PDF
Labor Budget

Labor Hour Budget — Wall Template

Keep schedules inside budget by matching allowed hours to your sales targets.

  • Daily and weekly rows for FOH, BOH, bar, and support roles
  • Columns for sales target, labor %, and allowed hours
  • Simple math managers can check at a glance
Print-ready • 1 page • PDF
Inventory PAR

Inventory PAR Builder — Worksheet

Set sane PAR levels by usage instead of "we always order two cases."

  • Usage, delivery lead time, and safety stock columns
  • Separate lines for dry, cooler, freezer, and bar inventory
  • Vendor codes and storage locations on the same sheet
Print-ready • 1 page • PDF
Best Practices

Inventory Management — Best Practices

Standard operating procedures for consistent, accurate inventory counts.

  • Part 1: count procedures and frequency
  • Part 2: variance tracking and theft prevention
Print-ready • 2 pages • PDF
Cleaning Checklist

Cleaning Checklist — Multi-Area

Comprehensive cleaning checklist covering all restaurant areas and frequencies.

  • Daily, weekly, and monthly cleaning tasks
  • FOH, BOH, bar, and restroom coverage
  • Signature and date columns for accountability
Print-ready • multi-page • PDF
Bar Opening

Bar Opening Checklist

Complete bar setup checklist covering equipment, stock, garnishes, and final inspection.

  • Cash & POS setup, equipment checks
  • Spirits, beer, wine, mixers, garnishes
  • Glassware, sanitation, and manager sign-off
Print-ready • 3 pages • PDF
Kitchen Prep List

Kitchen Prep List — Daily Template

Track PAR levels, on-hand quantities, and prep amounts for proteins, produce, sauces, and more.

  • Proteins, vegetables, sauces, starches, desserts
  • PAR minus On Hand = Prep Qty formula built in
  • Walk-in temp checks and 86'd item notes
Print-ready • 2 pages • PDF
Purchase Order

Purchase Order — Fillable Template

Professional PO form with vendor info, line items, delivery details, and totals.

  • 8 line items with SKU, description, qty, unit price
  • Subtotal, tax, shipping, and total calculations
  • Delivery date, shipping method, special instructions
Print-ready • 1 page • PDF
SOP Template

Standard Operating Procedures — SOP Template

Create consistent SOPs with purpose, steps, quality standards, and training verification.

  • Procedure steps with safety notes and best practices
  • Quality checkpoints and troubleshooting guide
  • Training log with competency verification
Print-ready • 3 pages • PDF
Refund Policy

Restaurant Refund Policy — Template

Customizable refund policy covering dine-in, takeout, delivery, catering, and gift cards.

  • Dine-in complaint time limits and resolution options
  • Takeout/delivery refund conditions
  • Catering cancellation tiers and gift card rules
Print-ready • 3 pages • PDF

How Do I Know If Employees Are Stealing From My Restaurant?

Theft bleeds $5K–$20K a year from most independents — and owners rarely catch it until it's too late. These templates cover the warning signs, incident documentation, and HR policies that protect your bottom line.

Employee theft usually isn't dramatic — it's quiet cash skimming, inventory walking out the back door, and time-clock padding that adds up over months. The Employee Theft Warning Signs template lists the red flags managers should watch for in cash handling, inventory, and behavior. Use the Incident Report when something does happen so you've got documentation if it escalates. The Employee Handbook sets expectations upfront and gives you legal cover.

Theft Warning Signs

Employee Theft — Warning Signs

Cash, inventory, time-theft, and behavior flags owners should monitor.

  • Part 1: cash & inventory red flags
  • Part 2: service, behavior, time-theft
Print-ready • 2 pages • PDF
Employee Handbook

Employee Handbook — Fillable Template

Complete handbook covering scheduling, pay, dress code, conduct, safety, and discipline.

  • Employment basics, scheduling, attendance policies
  • Compensation, tips, dress code, workplace conduct
  • Food safety, alcohol service, discipline steps
Print-ready • 5 pages • PDF
Incident Report

Incident Report — Fillable Template

Document injuries, accidents, and incidents with witness statements and corrective actions.

  • Injury types, affected parties, incident description
  • Medical treatment, witnesses, contributing factors
  • Corrective actions, documentation, manager review
Print-ready • 3 pages • PDF

What Should I Post on the Wall to Keep Staff Accountable?

Wall charts work because they're visible every shift. These one-pagers cover emergency procedures, cost-saving reminders, and operational goals your team can see at a glance — no login required.

The best SOPs are the ones your team actually sees. Pin the 3-Step Emergency Response poster by the office door so everyone knows what to do when something goes wrong. Use the RPS 1-Pager to remind staff why cost control matters to their paycheck. These aren't training manuals — they're quick-hit reminders designed for the wall, not the binder.

Emergency Response

3-Step Emergency Response

Stop financial bleeding in 72 hours: assess, stabilize, and optimize your operation.

  • Step 1: Assess - analyze P&L and identify top 3 profit bleeding points
  • Step 2: Stabilize - implement emergency cost controls and renegotiate contracts
  • Step 3: Optimize - menu engineering, process automation, sustainable profit systems
Print-ready • 1 page • PDF
Profit Potential

Your Profit Potential — Wall Flyer

Calculate potential monthly savings, annual impact, and ROI multiple against industry benchmark targets.

  • Fill-in worksheet for current revenue, net profit, and profit margin
  • Industry benchmark target: 12-15%
  • Auto-calculate potential savings, 3-year value, and ROI multiple
Print-ready • 1 page • PDF
Transformation

Before & After Transformation — Restaurant Flyer

Quick credibility piece: what changes, what it looks like, what it earns.

Print-ready • 1 page • PDF
Profit Killers

5 Hidden Profit Killers — Wall Flyer

The five most common profit leaks restaurant owners miss until it's too late.

Print-ready • 1 page • PDF
Menu Psychology

Menu Psychology — Strategic Placement

Where to place high-margin items so guests actually order them.

  • Eye-tracking heat map zones
  • Anchor pricing and decoy items
  • Description formatting that sells
Print-ready • 1 page • PDF
SWOT Analysis

Restaurant SWOT Analysis — Template

Strategic planning worksheet with SWOT grid and action plan builder.

  • Strengths, Weaknesses, Opportunities, Threats grid
  • Strategy matrix: leverage, address, defend, mitigate
  • Priority actions with owners and deadlines
Print-ready • 3 pages • PDF

Am I Paying Too Much in Credit Card Processing Fees?

Most restaurants overpay by 0.3–0.5% on card fees because they never audit their statements. This checklist walks you through processor settings, fee structures, and POS configurations that silently drain margin.

When was the last time you actually read your merchant statement? Most owners never do — and processors count on that. The POS Cost Reduction Checklist walks you through every fee line, discount rate, and add-on charge so you can renegotiate or switch before another month bleeds out. It covers both hardware and software settings that silently inflate costs.

POS Cost Checklist

POS Cost Reduction Checklist

Tighten fees, clean catalogs, and automate alerts to catch leaks.

  • Part 1: fees, processors, and plan settings
  • Part 2: menus, mods, discounts, and reports
Print-ready • 2 pages • PDF

Frequently Asked Template & Checklist Questions

How to actually use these tools in your restaurant.

How often should I count inventory?

Weekly for high-cost items (proteins, seafood, liquor). Monthly for everything else. The goal isn't perfection — it's catching problems before they compound. A weekly protein count takes 15 minutes and tells you immediately if something's walking out the door. Use our Food Inventory Count Sheet to standardize the process so every manager counts the same way.

What should I track on a waste log?

Every item that doesn't make it to a paying customer: spoilage, mis-fires, over-production, comps, and manager voids. Log the date, item, quantity, reason, and who was responsible. The goal isn't to punish — it's to find patterns. If Tuesday prep is consistently over-producing salmon, that's a pars problem, not a people problem. Our Waste & Void Log has columns for all of this.

How do I know if employees are stealing?

Watch for patterns: voids and comps clustered on specific shifts, cash drawers that are consistently short, inventory variances on high-value items, and employees who insist on working alone. The Employee Theft Warning Signs template lists 30+ red flags across cash handling, inventory, time theft, and behavior. Most theft isn't dramatic — it's $20 here, a case of beer there. It adds up to $5K–$20K/year in a typical independent.

What's the best way to set PAR levels?

Use actual usage data, not gut feel. Track how much of each item you use over 4 weeks. Average it, add a safety buffer (usually 20–30%), and factor in delivery frequency. If you get trucks twice a week, your PAR only needs to cover 3–4 days. Our Inventory PAR Builder walks through this calculation for each item category.

Do I really need an employee handbook?

Yes — and not just for legal cover. A handbook sets expectations before problems happen. When someone shows up late repeatedly, you point to the attendance policy they signed. When a harassment issue arises, you have documented procedures. It also protects you in unemployment claims and wrongful termination suits. Our Employee Handbook Template covers scheduling, pay, dress code, conduct, safety, and discipline steps.

How do I price menu items correctly?

Start with plate cost — the actual ingredient cost for one serving. Divide by your target food cost percentage (e.g., 30%) to get your minimum menu price. Then adjust for market positioning and perceived value. A $4 plate cost ÷ 0.30 = $13.33 minimum. You might price it at $14.95 or $15.95 depending on your concept. Our Food Cost Calculator and Menu Pricing Formula walk through the math.