Bar & Lounge Service Standards Manual with Opening & Closing Checklists: Bar Service Standards, Audit Checklist, Observation Score Sheet and Cash-up Log for Bars and Lounges

Full description

For bar and lounge managers, head bartenders, food and beverage supervisors and trainers who want written standards that are also what they audit. The manual sets the standard for bartenders, bar attendants and cocktail servers: opening, the service sequence, closing and cash-up. The workbook holds the same 60 checks, scores each observation by section with a critical rule so a high total cannot hide a safety miss, and gives each audit a result and an action. The Dashboard shows the monthly trend, section and role scores, the ten most-missed checks and cash-up flags. The cash-up log works out over or short against a tolerance and flags a missing blind drop or signature.

What is inside

• Bar_Service_Audit_and_Cash_up_Workbook.xlsx: 7 tabs, 1,738 formulas, 2 native charts, 17 drop-down and input rules, 7 integrity checks
• Audit Checks: 60 checks in 4 sections (11 critical), each tagged for bartender, bar attendant or cocktail server, plus 10 spare rows; Observation Sheet: 12 sample audits in 16 audit columns with score, 4 section scores, result and action
• Cash-up Log: 48 sample cash-ups plus 40 spare rows with over or short, tolerance and flags; Settings: 11 inputs and 6 lists
• Dashboard with 8 KPI tiles and 2 charts, a monthly trend, section and role tables, the ten most-missed checks and cash-up flags
• Bar_and_Lounge_Service_Standards_Manual.docx and PDF: 10 pages with role standards, opening, service, closing and cash-up procedures, the 60 checks as a printable form, scoring rules, coaching steps and a worked example
• README.txt and LICENSE-and-Terms.txt

How it works

1. Set the pass mark, section minimum, timing targets and cash tolerance on Settings.
2. Adjust the 60 standards to your own wording.
3. Print the observation form, score on the floor and type the scores into the next free column.
4. Coach, retrain and re-audit as the manual says. Read the Dashboard monthly.

Details

• Formats: 1 Excel workbook (.xlsx), 1 Word manual (.docx) and PDF, English
• Software: Excel 2016 or later, or LibreOffice Calc 7 or later
• No macros, no external links, no data tables, no array formulas
• 3 files plus README and license; instant digital download

Good to know

• Sample data is illustrative. Replace it with your own audits and cash-ups.
• Standards, pass marks, times and tolerances are examples. Age checks and the service of alcohol follow local law: verify the rules that apply where you work.
• Single-user license. Do not redistribute.

FAQ

How is an audit scored?

Each applicable check scores 2 met, 1 partly met or 0 not met. The audit score is points earned divided by points possible. Each section is scored too.

What is a critical check?

A check about guest safety or cash control. Scored 0, it fails the audit whatever the total. Eleven checks are critical in the sample set and you can change them.

Can I change the 60 checks?

Yes. Edit the wording, the section, the critical flag and the roles on Audit Checks. There are spare rows for new checks.

How is the cash-up tolerance set?

It is the larger of a fixed amount and a percent of the expected cash. Both are inputs on Settings.

Do I need macros?

No. Every result is a standard worksheet formula.