Bill & Tip Blog

Why your business needs checklists?

We took restaurants as an example for this article, but the use of checklists is universal and can be applied in any sphere (for example, beauty studios or barbershops, hotels, stores). In this article, you can find ideas to use in your business.

We often hear that the restaurant business is all about creativity, ideas, concepts, etc. In the process of creativity, beautiful restaurants and delicious dishes in creative serving are born. But creativity will never become a business without a system. Business is a system. And you have to build it if you are determined to work efficiently and get good results.

Have you ever had such a thing that you repeat something to an employee for the hundredth time, but the result is always the same, or rather, its absence? Or notice that when performing a familiar task, employees make the same mistakes? If so, it's time to implement management and control tools - checklists.

What is a Checklist

A checklist is a list of control points that are used to check a particular employee, process, or room for compliance with restaurant standards. This can be checking the sanitary and technical condition of the restaurant, checking the knowledge of waiters, checking compliance with service standards, and much more. By checking off items on the list, an employee can learn about the status/correctness of that job. The results of such checklists usually result in a score for restaurants, which can have a tangible impact on employee bonuses.

The importance of checklists can hardly be overestimated. No matter how experienced an employee may be, in a hurry he or she can easily forget an important detail, which during the day will play a bad joke on him or her and damage the restaurant.

Checklists can be used in different departments and for different processes: there are checklists for waiters, cooks, managers, etc.

Benefits of using checklists

  • Structuring information in the employee's mind. When writing down the necessary actions, the employee automatically has a clear sequence of tasks and is more attentive;
  • An employee understands what exactly is expected of him, and the criteria for evaluating the result are very clear at the start;
  • Increased speed of training new employees and building skills. There is no need to repeat the sequence of operations many times. It is enough to give a short briefing and a check-list for independent work;
  • High result, reducing the number of errors. As mentioned at the beginning of the article, checklists help to avoid punctures and mistakes due to inattention;
  • Minimization of the human factor in the work of the system;
  • Interchangeability of employees.

Rules for making working checklists

One checkpoint - one operation.
Checkpoints are the minimum complete operations. What does it mean?
Aligning the tables in a row and wiping the tables are two different operations and should not be written on the same line.
That's why they are shown as separate checkpoints:

  • Tables are standing straight according to the layout of the room;
  • Tables are clean, table legs are waxed, and there are no foreign objects under the tabletop.

The level of detail in your restaurant checklist depends on the nature of the tasks you include. It's important to find a balance between providing enough detail to ensure that tasks are understood and completed correctly, but not so much that the checklist becomes too complex and time-consuming.
Items should always be written in the affirmative.

The purpose of the checklist is to verify readiness, so it is better to write items in the affirmative as actions already completed: “tables wiped clean.” Compare the wording: “wipe the tables” and “the tables are wiped”. The second option requires more responsibility because it states the result, not the intention to do something that can be forgotten.

Don't mix all processes in one dimensionless checklist.
It is better to make a separate checklist for each area of responsibility or process: for the readiness of the restaurant to work as a whole (hall, staff), for the production area, for the bar, to check the availability of all necessary documents, etc.
Check the reality of the checklist in person.
You can use pre-made checklists as a starting point, but each restaurant is unique and has its specific operations, and its checklist should reflect that.

Effective implementation of checklists

  • Testing and Adjustment.
Once the checklist is written, go through virtually “hands-on” all the items with the employee. Supplement what has been missed. Put the items in the correct order. Make revisions. Don't forget to make changes when the design changes, areas are rearranged, furniture is rearranged, and rules change.
  • Formatting.
The checklist should look aesthetically pleasing and convenient, have a convenient, uncluttered format and size, then it will be pleasant to work with.
  • Easy access.
Prepare enough printed checklists for a week if you use a paper version. Make these documents available to employees so they can be easily printed out when they need them. Print the resulting list as a spreadsheet (if the checklist is filled out every day).
  • Systematic daily follow-up by the restaurant manager and owners. Demonstration of the value of the tool;
  • Use digital restaurant checklists
You can find many checklist apps on the market. Some have free versions that you can use.
We like the connecteam solution, which has 10 employees per team and can fit most small/medium restaurants. You can make multiple teams - for example, a waiter team and a kitchen team and thus extend the 10-employee limit.

Checklists work and bring results when

1. Checklists are developed directly with the participation of employees (those who are monitored by checklists);
2. There is systematic and daily control by the manager;
3. There is systematic control by the owner;
4. There is a correlation between the bonus part of the salary and the successful completion of checklists.

Checklist examples

  • Checklist for restaurant operations;
  • Kitchen checklist;
  • Bar checklist;
  • Restaurant Closing Checklist;
  • Checklist for checking the technical condition of a restaurant.

Taking care of you and your business,

Bill&Tip (Bill and Tip) Team.

Want to learn more about how Bill&Tip can help your business or request a consultation from our team, simply follow this link.

powered by studio351.pt
Restaurants, Cafes & Bars Hotels Beauty studios, barbershops, SPA