Hotel Pre-Opening Checklist & Org Chart

Hotel Opening Critical Path – Professional Excel Workbook

Launch with Confidence. Operate Like a Professional.

Opening a hotel is an exciting but complex venture—and without a clear plan, critical details fall through the cracks. Whether you're launching a boutique inn or a full-service property, this Hotel Opening Critical Path Excel Workbook is the industry-grade roadmap trusted by professionals and top hospitality brands.

Designed by hospitality experts, this workbook walks you through every phase of the pre-opening process—from planning and hiring to licensing, systems setup, guest amenities, and team training.

BONUS: We've also included an editable hotel org chart that can be modified for any size hotel!

What’s Inside

• Fully Structured by Department: Includes detailed checklists for Rooms, Housekeeping, Food & Beverage, Spa & Fitness, Sales & Marketing, Security, Engineering, Human Resources, Accounting, and more.
• Timeline-Driven Layout: Plan and track tasks across weeks or months with built-in formatting to visualize progress.
• Professional-Grade Detail: Based on real-world brand openings—includes tasks even experienced operators overlook.
• Editable & Customizable: Built in Excel for easy customization to fit your property size, location, and brand.

Who It's For

• First-time hotel owners, operators, or innkeepers
• Boutique or independent hotel developers
• Hospitality consultants managing client pre-openings
• Anyone who wants to launch like a seasoned hotelier

How to Use It

1. Open in Excel or Google Sheets
2. Start by reviewing the pre-loaded tasks for each department. Tabs are separated and categorized for clarity.
3. Set Your Opening Date
4. Use the timeline feature to align tasks against your soft opening or go-live date.
5. Assign Owners & Track Progress
6. Assign team members to tasks, set due dates, and use filters or highlights to monitor what's on track or overdue.
7. Customize for Your Property
8. Add, remove, or tweak checklist items based on your concept (limited service, luxury, resort, etc.).
9. Operate with Peace of Mind
10. Ensure nothing slips through the cracks, from permits and POS systems to linens, licenses, and local partnerships.

Why You'll Love It

This workbook gives you the peace of mind of a brand-standard opening—without having to hire a full corporate team. You’ll launch with systems, structure, and confidence, ensuring your team is ready, your operations are tight, and your guests are wowed from day one.