Hotel Operations Checklist Starter Pack: Daily GM Report and HOD Tracker

This pack is for hotel general managers, heads of department and owner-operators of small to mid-size hotels, boutique hotels and serviced apartments. It gives you one daily report for the GM, a meeting and action-tracking system for heads of department, and printable checklists for the front office, night audit, housekeeping, F&B, engineering and security. The checklists are also supplied in Vietnamese. Every file uses sample data so you can see how it works before you enter your own figures.

Save with a bundle: this template is also in the Hotel Rooms, Guest Experience & Spa Bundle, 16 templates for $39 instead of $112. All 141 templates are in the All-Access Hospitality Template Library for $79.

What is inside

• Daily_GM_Report.xlsx: 4 tabs, 608 formulas, 2 charts. One page calculates occupancy, ADR, RevPAR, F&B covers and average check, total revenue against the daily budget, month to date against budget, guest feedback, incidents and tomorrow's arrivals and VIPs. A Month_Log tab holds 30 sample days.
• HOD_Meeting_Pack.xlsx: 6 tabs, 633 formulas. Agenda (13 timed items), minutes template and an action tracker with owner, due date, status and overdue flags. It holds 20 sample actions.
• HOD_Meeting_Pack.docx: 4 printable forms (agenda, minutes, action tracker, department weekly report), 4 pages.
• Night_Audit_Checklist (DOCX and PDF): 3 forms, 69 check points, 4 pages.
• Front_Office_Checklists (DOCX and PDF): 5 forms, 92 check points, 5 pages.
• Housekeeping_Checklists (DOCX and PDF): 4 forms, 135 check points, 6 pages. Includes a scored guest room inspection of 60 points.
• FB_Checklists (DOCX and PDF): 7 forms, 151 check points, 7 pages.
• Engineering_and_Safety_Checklists (DOCX and PDF): 6 forms, 117 check points, 6 pages.
• Guest_Service_Logs.xlsx: 8 tabs, 2,004 formulas. Complaint log with service-recovery steps and response-time checks, lost and found log, maintenance log, incident log and incident report form, and a summary that counts entries by status. It holds 60 sample entries.
• Printable_Checklists_VI (DOCX and PDF): the same 25 department checklists in Vietnamese, 29 pages.
• In total: 3 Excel workbooks (18 tabs, 3,245 formulas), 7 Word files and 6 PDFs. The English checklists hold 564 pre-printed check points across 25 forms. All checklists are A4 with tick boxes and date, name and signature fields.

How it works

1. Open a workbook and read the Start Here tab. It lists every tab and explains the colours: blue text is an input, black is a formula, yellow is a key assumption.
2. Replace the sample data with your own. Set the yellow cells first: report date, rooms in inventory, budget occupancy, budget ADR and monthly revenue budget.
3. Each day, type the day's figures into the Daily GM Report. Paste the copy block at the bottom into that day's row on Month_Log so month to date stays current.
4. Record meeting actions in the tracker. Overdue and due-soon items turn red and amber on their own.
5. Print the PDF checklists on A4, or edit the DOCX files to match your standards first.

Details

• Formats: 3 XLSX, 7 DOCX, 6 PDF. A4 for all printable files.
• Languages: English. The department checklists are also in Vietnamese.
• Software: Excel 2010 or later for the workbooks. Any word processor that opens DOCX. Any PDF reader.
• Delivery: digital download. No physical item is shipped.
• The workbooks use standard functions (SUMIFS, COUNTIFS, IFERROR, EOMONTH). They contain no macros.

Good to know

All names, figures and dates are illustrative samples. They are not benchmarks.

Temperatures, chemical levels, test frequencies and similar items depend on local rules. They are editable examples. Verify local requirements.

These files are working tools. They are not legal, tax, accounting or safety advice.

Single-user license: use for your own property or team, edit freely, do not redistribute.

FAQ

What software do I need?

Excel 2010 or later for the three workbooks, a word processor for the DOCX files and a PDF reader for the PDFs. The workbooks have no macros.

Does it work in Google Sheets?

You can upload the XLSX files to Google Sheets. The formulas use standard functions. Charts and conditional formatting can look different there, so check the Daily GM Report with the sample data before you rely on it. The pack is built and tested in Excel format.

Can I edit the files?

Yes. Change the blue input cells in the workbooks. Edit the DOCX checklists to add your own points, then print or save as PDF. The license allows editing for your own use.

Is the Vietnamese edition a translation of the workbooks?

No. The workbooks are in English. The 25 printable checklists are also provided in Vietnamese.

Is anything shipped, and can I get a refund?

This is a digital download only. Nothing is shipped. Refunds follow the store's policy, so read the free sample first if you want to check the quality.

Who is it for?

General managers, heads of department and owners of small to mid-size hotels, boutique hotels and serviced apartments. It is a starting set. You adapt it to your own standards.