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Business Professionals

Helpful Checklists


    

First: Self Assessment

Do you have what it takes to be an entrepreneur?
Do you have any special skills or knowledge?
Do you have strong management and organizational skills?
Are you highly motivated?

General Order

Become and expert on your product
Find a mentor to help you along the way
Begin to look for a location and do some market analysis
Prepare your business plan
Choose the right type of financing
Present your business plan
Complete all licensing and certifications
Open your new business!

Catering

Food and Party Catering
Company Vehicle
Wholesale Or Retail?
Event Staffing Guidelines
Developing Menus and Setting Prices
When the Customer Calls
Make A Packing List
At the Party

Developing your Plan

Carving Your Niche
Researching Your Market
Are You On A Mission?

Equipment

Major Equipment
Food Production Equipment
Dishwashing Equipment
Receiving and Storage Equipment
Bar Equipment
Other Equipment
Utensils and Miscellaneous Equipment
Tableware and Miscellaneous Supplies
Beverage Center
Buying Used Equipment
Basic Office Equipment
Telecommunications
Security

Financial Management

Sources Of Startup Funds
Billing
Setting Credit Policies
Red Flags
Accepting Credit and Debit Cards
Accepting Checks
Dealing With Your Own Creditors
Hold the Line On Costs
Shopping For Vendors
Know Your Negotiating Points
Finalize the Deal In Writing

Human Resources

Look In the Right Places
Recruiting Young People
Hiring Seniors
Evaluating Applicants
Once they're On Board
Employee Benefits
Child Labor Issues
Minimum Wage
Tips and Taxes
When You Suspect an Employee Of Stealing

Inventory

Buying, Storing and Tracking Supplies
Beverage Systems
Where to Buy
Dealing with Suppliers
Receiving Procedures
Hidden Inventory Costs
Tracking Inventory
Controlling Bar Losses

Kitchen and Dining Room Basics

The Dining Room and Waiting Area
Production Area
Ventilation
Merchandising
Pricing Menu Items

Licenses and Permits

Business License
Health Department Permit
Liquor, Beer, and Wine Licenses
Fire Department Permit
Sign Permit
County Permit
State Licenses
Zoning Laws
Music Licenses
The Legalities of Liquor Vending
Sanitation

Locating and Setting up your Business

Retail Locations
Additional Retail Options
Signage
Mail Order
The All-Important Mailing List
Selling On The Internet
Packing And Shipping Tips
Be Creative
Should You Buy an Existing Operation?
Franchise
Is Two Better Than One?

Marketing

Keep Up With the Trends
Make Your Grand Opening Truly Grand
Look For Marketing Opportunities
Public Relations And Promotions
Plan For Community Involvement
Be Media Savvy
Trade Shows

Operations

Starting Each Day
Setting Hours of Operation
Scheduling Employees
Service Procedures
When They Don't Come In
Cleaning Your Facility
Uniforms
Office and Restrooms
Image

Pizzeria

The pizza
Setting Up Your Facility
Customer Service Area
Dining Area
Production Area
Equipment
Food Production Equipment
Utensils and Miscellaneous Equipment
Beverage Center
Inventory
Staffing

Staffing

Manager
Chefs
Cooks
Dishwashers
Serving Staff
Hosting Staff
Busboy
Bartenders

Start with a Job

Basic Market Research
Test Your Real Market
Find Your Market Niche, And Stay Focused
Choose Your Partners Carefully
Build Relationships with Your Suppliers
Get It In Writing
Give Back to the Community
Keep Customer Requests in Perspective
Provide Employees with Feedback and Recognition
Watch What You Say…and Who You Say It To
No Negatives
Get In With An Out

Structuring your Business

Legal Structure
Naming Your Company
Business Insurance
Professional Services
Create Your Own Advisory Board

The Pizzeria

Setting Up Your Facility
Family-Style, Casual-Dining Restaurant
Customer Service Area
Customer Areas
Dining Area
Production Area

Who Are the Diners?

Industry Trends
Menu Trends
Understanding Takeout Customers
Where Is the Competition?
      Chains Supermarkets Convenience Stores, Eating At Home

 


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