New Restaurant Opening Guide
An operator’s resource to planning, organizing, and executing a successful restaurant opening.
SYSCO’s New Restaurant Opening Guide
Table of Contents PART 1: WHERE TO START ....................................................................................................................................... 2 Before Getting Started ........................................................................................................................................ 2 PART 2: NEW STORE TIMELINE AND CHECKLIST ................................................................................................... 3 8-Week Checklist ............................................................................................................................................... 3 7-Week Checklist ............................................................................................................................................... 5 6-Week Checklist ............................................................................................................................................... 7 5-Week Checklist ............................................................................................................................................... 9 4-Week Checklist ............................................................................................................................................. 11 3-Week Checklist ............................................................................................................................................. 13 2-Week Checklist ............................................................................................................................................. 15 1-Week Checklist ............................................................................................................................................. 17 Vendor Product/Service Checklist.................................................................................................................... 18 Office Items Checklist ...................................................................................................................................... 19 PART 3: LOCAL STORE MARKETING ..................................................................................................................... 21 Trade Area Survey............................................................................................................................................ 22 Competitive Analysis Chart ............................................................................................................................. 25 Cross Promotions Contact Form....................................................................................................................... 26 Potential Groups Contact Form ........................................................................................................................ 27 Event Coordination/Contact Form.................................................................................................................... 28 Grand Opening Advertising.............................................................................................................................. 29 Media Schedule ................................................................................................................................................ 31 Blitzing Schedule ............................................................................................................................................. 32 Ongoing Marketing Plan ................................................................................................................................. 33 PART 4: EMPLOYEE HIRING ................................................................................................................................... 34 Recruiting ......................................................................................................................................................... 35 The Interview Process ...................................................................................................................................... 36 Interview Worksheet ........................................................................................................................................ 37 Interview Rating ............................................................................................................................................... 40 Orientation ........................................................................................................................................................ 41 PART 5: THE TRAINING PROCESS .......................................................................................................................... 42 Schedule and Conduct Training ....................................................................................................................... 45 Sample Training Schedule ................................................................................................................................ 46 Final Training Notes ......................................................................................................................................... 46
SYSCO’s New Restaurant Opening Guide
Part 1: Where to Start Congratulations on your upcoming new restaurant opening. This manual was designed to give you “how-to” instructions and provide you with the support material required to make your opening a success. Within this manual you will find checklists, marketing plans, hiring and training information, and much more. This manual uses checklists to track activities along with suggested timelines. To make best use of this manual we suggest that you: Step 1:
Scan each section to get an overall look at the store opening process.
Step 2:
Review the week-by-week checklist and enter calendar dates for each week.
Step 3:
Become familiar with the sequence of events listed in each of the sections of the manual.
Step 4:
As you begin the process, check off the items on the lists as you complete them.
Before Getting Started Opening a restaurant takes time, patience, and enormous work to make sure everything is done on deadline, on budget, and according to specifications. Here are some suggestions to help you stay on course:
Study your lease so you know your responsibilities before, during, and after construction.
Check with the contractor to make sure local authorities have approved plans and that you meet zoning regulations.
Make sure you have applied for federal, state, and local tax numbers.
Check with your contractor to make sure you have received all licenses pertaining to your area.
Have a storage area available where you can store equipment, smallwares, supplies, etc. as you receive them. This way you do not have to coordinate with your contractor to receive items at the restaurant site.
•
Your first priority is to the building and supplying of your restaurant. Work closely with your contractor. He will rely on you to explain the operation of your business.
SYSCO’s New Restaurant Opening Guide
Do not assume anything! Put everything you want done, in writing.
SYSCO’s New Restaurant Opening Guide
Part 2: New Store Timeline and Checklist On the following pages, you will find a series of checklists for the “opening countdown.” Use the checklists to organize your opening activities. Expect to spend at least one hour daily at the construction site to check progress and supervise activities. Week of _______________
/ Date ______
______
______
______
8 Week Checklist Prepare pre-opening budget Setup foodservice distribution with SYSCO Delivery times/frequency Determine key products Credit application Ordering procedures Other support services offered; business reviews, consultation, staff training, Order cooking equipment-SYSCO Order smallwares and tabletop items from SYSCO Flatware Tableware Glassware Sugar caddies Smallwares and kitchen utensils Salt & pepper shakers Table tents Vases _________________ _________________ _________________ _________________
______
Setup utilities (gas, electric, phone, etc.)
______
Setup beverage service with SYSCO
______
Order exterior signage
Notes
SYSCO’s New Restaurant Opening Guide
/ Date
8 Week Checklist
______
Order POS system (CAKE)
______
Establish insurance
______
Start ordering/acquiring store décor
______
______
Establish menu items, determine profitability and order applicable materials – menu board lettering, menu covers, menus, etc. Apply for necessary licenses Heath department Food manufacturer Water department Business license Sales & use tax Liquor license
______
Check local health codes/ordinances
______
Determine requirements for alcoholic beverage server
Determine local certification requirements (HACCAP training)
Order office equipment Copier Fax Computer Calculators _____________ _____________
Order office furniture Desk Chair Filing cabinet _____________
Establish payroll processing service
Notes
SYSCO’s New Restaurant Opening Guide
Week of _______________
/ Date ______
______
7 Week Checklist Arrange for moving company, if needed Check status of following licenses: Heath department Food manufacturer Water department Business license Sales & use tax Liquor license
______
Check Status of following tax numbers: Sales Federal State Local
______
Establish banking
______
Establish the following services: Local trash pick-up Grease removal Exterminator Laundry Appliance repair Fire extinguishers Music system Alarm & security system Knife and blade sharpening Window washing Dishwasher service _____________________ _____________________ _____________________
______
Acquire software needs (SYSCO labor scheduler, P&L, etc.)
______
Determine emergency plans, exit procedures and create maps
Source Notes
SYSCO’s New Restaurant Opening Guide
/ Date
7 Week Checklist
Source Notes
SYSCO’s New Restaurant Opening Guide
Week of _______________
/ Date
6 Week Checklist
______
Order “Opening Soon” and “ Now Hiring” banners for windows
______
Order “Grand Opening” banner
______
Order plastic engraved signs – Ladies, Men, No Smoking, Delivery Hours, Etc.
______
Set up order guide (SYSCO)
______
Set up maintenance and cleaning calendar (SYSCO) Set up inventory system SYSCO) Conduct walk-through with contractor
______ ______ ______
Check inspection dates
______
Prepare “Help Wanted” ads
______
Receive tax numbers
______
Identify staffing needs and develop action plan for meeting staffing needs
______
Retain full set of building and equipment plans for operational files
______
Acquire mandatory posters
______
Acquire children amenities (high chairs, boosters, crayons, etc.) (SYSCO)
______
Setup communications for office, fax, pagers, and hostess stations equipment
Setup up credit card merchant accounts
Source employee nametags and uniforms
Source Notes
SYSCO’s New Restaurant Opening Guide
/ Date
6 Week Checklist
______
Acquire entertainment permits, and list of potential entertainers
______
Acquire menu materials covers, inserts, to go menus, catering, children (SYSCO)
______
Select accounting service or inhouse bookkeeper and acquire software
______
Develop invitation list for preopening parties and order invitations
______
Order Restroom accessories Hand towels/dryer Soap dispenser Trash receptacles
(SYSCO) ______ ______ ______ ______
Order valet stand and key control system
Source Notes
SYSCO’s New Restaurant Opening Guide
Week of _______________
/ Date
5 Week Checklist
______
Set up equipment maintenance log book
______
Order office and miscellaneous supplies (See office supply checklist)
______
Finalize any remaining products Produce Dairy Meat/Poultry Paper Dry Goods Beverage _________________ _________________
______
Place “Help Wanted” ads
______
Purchase training materials for food safety training
______
Develop deposit procedures (establish armored car service or other)
______
Set up fire and health inspections
______
Finalize food and supply orders for training, mock shifts, and opening week
______
Develop birthday policy (special dessert, song, etc.)
Label valves and check for compressor accessibility
Label switches, breakers, and check for accessibility
______
Setup employee filing system
Source Notes
SYSCO’s New Restaurant Opening Guide
/ Date
5 Week Checklist Acquire first aid box-(SYSCO) Select vendors for Interior plants Landscaping
Acquire janitorial equipment (wet floor signs, mops, buckets, vacuum, trash receptacles) (SYSCO)
Create seating chart and waitstaff sections
Setup petty cash system
Acquire tip trays, and check presentation folders, if not provided from merchant account provider
Source Notes
SYSCO’s New Restaurant Opening Guide
Week of _______________
/ Date
______
______
4 Week Checklist Receive case work & furniture: Counters Cabinets Menu board frame Tables Chairs/bar stools _________________ Finalize any remaining services Local trash pick-up Grease removal Exterminator Laundry Appliance repair Fire extinguishers Music system Alarm & security system Knife and blade sharpening Window washing Dishwasher service _____________________ _____________________ _____________________
______
Prepare/schedule interviews
______
Prepare training schedule
______
Prepare opening week schedule – schedule heavy
______
Determine emergency equipment shutoff procedures
______
Acquire internet service provider
______
Acquire kitchen clock, tools and tool kit
______
Receive linens
Source Notes
SYSCO’s New Restaurant Opening Guide
/ Date
4 Week Checklist
______
Send out opening party invitations
______
Review OSHA requirements with management
______
Parking lot striping and handicap space requirements
Create job aids (pictures of menu items, procedure steps, etc.) for kitchen
Send out press releases to local media
Setup POS/register training for management and crew
Source Notes
SYSCO’s New Restaurant Opening Guide
Week of _______________
/ Date
3 Week Checklist
______
Receive smallwares
______
Obtain sub-contractors’ telephone numbers
______
Set up installation of beverage service (SYSCO)
______
Interview staff
______
Plan/prepare training sessions
______
Assemble the following new employee supplies Applications Uniforms Employer-employee agreements W-4 & I-9 forms Cash register policies Employee Handbook ______________________ ______________________
______
Obtain following supplies Bags and night deposit keys Deposit stamps and deposit slips Coin rolls and bill bands
______
Install and inspect alarm system
______
Install fire extinguishers
______
Assign employees for HACCAP training & certification (Sysco)
______
Install ice machine, determine backup provider
______
Order initial food for training
______
Initial paper goods order
Source Notes
SYSCO’s New Restaurant Opening Guide
/ Date
3 Week Checklist
______
Create detailed inventory worksheets (SYSCO)
______
Acquire janitorial cleaning supplies (carpet, tile, floor cleaners, spot removers, gum solvent) (SYSCO)
______
If required, assign employee(s) for certification training for alcoholic beverage serving
______
Conduct alcoholic beverage training
______
Inspect Ansul system
______
Prepare order and delivery schedule for SYSCO
______
Create control system for padlocks for cooler doors
______
Install and test POS system
______
Prepare a manual to house all equipment maintenance and repair instructions
______
Conduct a safety audit
______
Acquire wine training program from wine vendor
Source Notes
SYSCO’s New Restaurant Opening Guide
Week of _______________
/ Date 2 Week Checklist ______
Receive tables, chairs, table tops, benches
______
Test all equipment
______
Install canopy/awning/canvas
______
Finalize hiring
______
Finalize training schedule
______
Post the following: Laminated Personnel Poster OSHA FLSA ADA EOE The Heimlich Maneuver poster Safe Lifting poster
______
Check walk-in and refrigeration temperatures
______
Start construction punch list
______
Clean and sanitize walk-in
______
Receive and set up shelving for walk-in and dry storage
______
Label shelving
______
Calibrate temperatures for: Fryers/Griddle Oven Stove ____________________ ____________________ ____________________
Set exterior signage light timer
______
Acquire hostess stand supplies (reservation book, call clock, pencils, notebook)
Notes
SYSCO’s New Restaurant Opening Guide
/ Date 2 Week Checklist ______
Place initial alcoholic beverage order
______
Determine light levels and label for each period of the day
______
Notes
SYSCO’s New Restaurant Opening Guide
Week of _______________
/ Date
1 Week Checklist
______
Receive supplies
______
Hang inside décor
______
Clean all equipment, smallwares, and stainless steel
______
Hold final inspections
______
Receive certificate of occupancy
______
Complete equipment warranty cards
______
Run ice machine/empty/sanitize/refill
______
Finalize opening week schedules
______
Buy change and small bills from bank
______
Receive initial orders
______
Finalize clean-up of interior and exterior
______
Wash windows
______
Install plants
______
Continue construction punch list
______
Conduct training – final certification
______
Conduct practice run (dress rehearsal)
______
Complete pre-opening checklist
______
Take an opening inventory on all food and beverage items
______
Receive initial change order from the bank
Notes
New Store Opening Manual
Vendor Products/Services Checklist Product/Service
Food & Related Supplies
Vendor
Sales Rep
Phone
Status/Comments
SYSCO Food Services of Arizona
SYSCO Food Services of Jackson
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Office Items Checklist Item
# In Stock
Par Quantity
Basic Supplies Pens Pencils Paper clips Tape Rubber bands Thumb tacks Stapler Staples Stapler remover Hole puncher White-out Scissors Letter opener Blank manila folders Hanging files Legal pads Dry erase markers Post-it pads Highlighter Envelopes
10 6 2 boxes 3 rolls 2 boxes 1 box 1 2 boxes 3 1 2 bottles 2 pair 1 25 1 box 2 1 pack 4 1 2 boxes Cash Register
Counter printer rolls (cases) Kitchen printer rolls (cases) Counter printer ribbon (cases)
1 1 1 Filing and Storage
3 ring binders Sheet protectors Hanging folders Manila folders File folder labels Clip boards
2 2 25 25 1 pack 6
Computer and Register Equipment Add machine rolls CD’s Deposit tape books
1 pack 1 pack 2
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# Needed
New Store Opening Manual
Office Items Checklist Item
# In Stock
Label machine tape
Par Quantity 2 rolls
Paper 2 packs 2 1 pack 1 pack 2 packs
White computer paper Spiral notebook Legal paper Composition notebooks Index cards First aid supplies Band aids Burn ointment Burn cream Aloe
1 pack 1 tube 1 tube 1 tube Advertising Items
Menu’s Business cards
100 100 Miscellaneous
Matches Hooks Lighters
1 book 1 pack 4 long Printed Supplies
Applications Counseling sheets W-4 forms Till count slips (pads) Receipt voucher pads Negative sales and comp meal vouchers Interview questionnaires I-9 forms Injury reports (customer) Injury reports (employee) Safe count sheets Daily sales sheets Daily sales envelopes
100 50 50 4 pads 2 pads 50 3 50 25 25 60 60 60
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# Needed
New Store Opening Manual
Part 3: Local Store Marketing This section is designed to provide you with the tools necessary to market your restaurant within your trading area and throughout your community. By using a variety of techniques to call attention to your new restaurant opening, you can significantly enhance your image throughout the community. Always remember that the best marketing program is delivering guest satisfaction through outstanding restaurant operations daily. However to a well-run operation, local marketing can truly deliver more customers and increased sales and profits. Local store marketing is a proven way to build business through targeted programs implemented in your trading area. Done correctly, local store marketing can establish your location as a restaurant of choice, build community goodwill, increase your base customers and even create an image of the place to go for the best [insert signature item] in the business. The first steps to building a successful grand opening plan are: Step 1:
Pick a date – the best day for a Grand Opening is a [Choose weekday or weekend]. Don’t rush yourself. Be sure your store is in perfect running order and your staff is hired and trained.
Step 2:
Establish a budget.
Step 3: Hang a ‘Coming Soon’ Banner – Hang the banner prominently on your storefront 45 days prior to opening.
Once you have those three steps in place it is time to prepare your local store marketing and grand opening plan.
Trade Area Survey You will begin by filling out the Trade Area Survey as completely as possible. The purpose of this process is to:
Help you understand and envision the store’s dynamics and its customers.
Help you focus on the key marketing opportunities for this particular location.
Provide a guide for developing a marketing plan.
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New Store Opening Manual
Trade Area Survey Trade Area Descriptions (Insert a street map of the area indicating the new restaurant location.) 1. This site is best characterized as (check the most relevant) Suburban Downtown College Other ____________________ 2. Describe the area in terms of its neighborhoods, retail intensity, old or new, etc.
3. Is the traffic Heavy Moderate Light Heavy at rush hour only 4. Describe the general customer demographics in your area. (Families, singles, age, income, etc.)
Store Location Description (Insert a picture of your store from the street.) 1. Is your unit: Freestanding Located in a strip mall Other ___________________________ 2. Describe parking, accessibility, visibility, etc.
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New Store Opening Manual
3. What type of street is the store located on? (Commuter thoroughfare, at intersection, at traffic light, etc.)
High Traffic Areas/Area Activities 1. List the major activities conducted in the area.
2. List the major gathering places in the area.
3. List the major groups and organizations in the area. (Chamber of Commerce, bowling league, etc.)
4. List the major employers in the area.
5. List the major events that take place in the area. (Include dates)
6. Describe any weather and seasonal considerations (I.e. is this a tourist location, and if so, what is the high season?)
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New Store Opening Manual
Store Profile 1. Projected average weekly sales = $ __________ 2. Projected average weekly customer count = __________ 3. Describe the store in terms of signage and location. (On the morning side of the street, if in a mall, where? etc.)
Media and Public Relations Information 1. List the media you may use for advertising. (Television, radio, print, etc.)
2. List the local media you may use for public relations. (Publications you would send a press release.)
Competitive Analysis 1. Note general comments regarding area competition and see chart on next page.
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New Store Opening Manual
Competitive Analysis Chart Name
Distance from Store
Core Product
Product Price Range
Marketing
26
Strengths/ Weaknesses
Comments
New Store Opening Manual
Cross Promotions Contact Form Develop a page for each organization, neighboring store, etc. that you are interested in targeting for potential cross promotion. 1. Business name: ____________________________________________________________ 2. Address:__________________________________________________________________ 3. Key contact: ______________________________________________________________ 4. Customer demographics of the business: ________________________________________ 5. Cross promotion ideas (check all that apply) Coupon distribution from their store(s) Joint store offers Giveaways Sampling at an event at their store(s) Product trade Other __________________________________________________________________ 6. Sampling opportunities (consider products, quantity, and cost of promotion.) ________________ ________________
7. Person responsible for coordinating this cross promotion: __________________________ 8. Target date, time, and location of cross promotion: _________________________________
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New Store Opening Manual
Potential Groups Contact Form Develop a page for each group, including the following information: 1. Business or organization name: _________________________________________________ 2. Key contact(s): ______________________________________________________________ 3. Address: ___________________________________________________________________ 4. Telephone number: __________________________________________________________ 5. Fax number: ________________________________________________________________ 6. Number of people in group: _______________ 7. When does the group meet: ________________ 8. Notes on what the group likes to order:
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New Store Opening Manual
Event Coordination/Contact Form List any well known sports events, parades, fairs, festivities, etc. in the area: Event Name 1.
Contact
Date Your Involvement
2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19.
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New Store Opening Manual
Grand Opening Advertising
Below is an outline of the grand opening advertising plan.
Grand opening budget $ __________ (The grand opening budget should be limited to media and events that communicate the store’s grand opening.)
Grand Opening Elements
1. Print advertising – estimated cost = $________
Recommend placing 3-4 ads surrounding your store opening. Recommend using a combination of local and regional publications. Newspaper ads should be scheduled to run just prior and just after your actual opening day. Make sure you ad includes your exact location and any opening specifics you may want to include.
2. Radio estimated cost = $________
Recommend negotiation a remote with your buy. Recommend buying a minimum of one week to air during [insert your area’s morning commute time] and [insert your area’s evening commute time] drive time on at least two stations whose audience demographics are consistent with your restaurant. Negotiate radio-advertising agreement four weeks prior to opening. Ads should run during the first month of opening. Make sure station reaches your target customer. Negotiate your own radio deals. Call the advertising managers at local stations and suggest an even trade of food for radio announcements. Have uniformed employee deliver food and goodies to on-air personalities. Offer gift certificates and provide them to the station as on-air giveaways.
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New Store Opening Manual
3. Public relations:
Create media kits - A media kit is a folder containing press release, company history background information, photographs and other material to which a report can refer when writing a story. Distribute press kits with samples to local radio, TV and newspaper offices. Contact media for interest. Greet media personally on opening day. Follow-up – The day after the event, call and thank any reporter who covered your event. Write thank you notes to key contacts and other organizations that took part in your grand opening event.
4. Printing and other giveaways estimated cost = $________
Samples, blitzing coupons, grand opening party invitations, balloons, etc.
5. Track your marketing efforts – This is an important element in your grand opening strategy. Not only does tracking help determine whether your efforts were successful, but it helps you learn about initial customer perceptions of your restaurant and your product.
Measure opening day numbers. Collect newspaper clips and/or tapes of broadcast coverage. Note stream of traffic immediately following the events. Analyze customer comment cards.
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New Store Opening Manual
Media Schedule Newspaper/publication
Ad Size
Cost
Deadline
Radio Station
Radio Spot
Cost
Television
Television Spot
Cost
Direct mailing
Postcard offer
# of pieces
Drop Date(s)
Offer
Start/End Date
Offer
Deadline
Start/End Date
Offer
Cost
Drop date(s)
Expiration
Deadline
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New Store Opening Manual
Blitzing Schedule Blitzing is delivering sample products to area businesses and media contacts, and leaving behind menus and coupons, along with a dose of good cheer and grand opening excitement! Day/Time 1.
Blitzing Team
2.
3.
4.
5.
6.
7.
8.
9.
10.
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Businesses/Media
New Store Opening Manual
Ongoing Marketing Plan
The purpose of the ongoing marketing plan is to determine the amount of money you have to spend and how you are going to spend it.
Budget: • •
Projected annual sales = $__________ Marketing budget (2% or 3% of annual sales) = $______________
Strategy: • • • •
Increase trial and awareness Improve customer frequency Build check average Enhance community involvement
Target Audience: Think about your business in day parts: weekday breakfast, weekday lunch, weekday dinner, and weekends. Choose your marketing activities based on your largest opportunities.
Monthly Calendar: A monthly calendar is a great way to track your marketing impact and see how your efforts affected the business. • •
Blank calendar to track sales, customer counts, and check averages. Transfer all marketing activities on the calendar and update weekly.
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New Store Opening Manual
Part 4: Employee Hiring The success to your restaurant opening and continued operation is due in large to your employees. It is imperative that you spend the proper amount of time recruiting, interviewing, selecting and training your employees. Before you can begin recruiting it is important to know what positions you are hiring for and how many positions you need to fill. Since you are opening a new restaurant you will need to fill all positions. The best place to start is to review the job descriptions. Read through each job description and make notes on what the main responsibilities are for each position and what characteristics you will look for in your new employees. This will help in putting together advertisements and flyers for recruiting. When it comes to the number of people you will need to hire it will vary. But, in most cases you will initially need to hire more people when you first open your restaurant to handle grand opening and opening promotions, then when you are under normal operations.
Estimated New Restaurant Hiring Needs: General Manager =
________
Assistant Manager(s)= ________ Shift Manager(s) =
________
Front-of-house =
________
Back-of-house =
________
Remember, you usually need to interview three people to find one good new hire. So, you will want to take that in consideration when recruiting and setting up interviews.
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New Store Opening Manual
Recruiting Now that you know what you are looking for, the next step is to recruit. Here are some suggested recruiting sources:
Newspaper ads
Placement services
Vocational counselors at area schools
State employment services
High schools/colleges
Our other restaurants
Keys to Effective Recruiting
•
Know what you are looking for – Review job descriptions.
•
Ensure ads/flyers correctly describe the position and location of your business.
•
Practice selling your restaurant to applicants. – Why should they work for you?
•
Make sure employees at your other restaurants, business associates, friends, etc. know that you are hiring.
•
Have job descriptions available at the restaurant or interviewing location for applicants to examine.
•
Make sure “Help Wanted” signs are clean and visible.
•
Have managers or other personnel at the restaurant location ready to hand out applications upon request.
•
Set specific hours for interviewing. You can do this by indicating this on an ad. “Open interviews for [restaurant name] from 1pm–3pm at….”
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New Store Opening Manual
The Interview Process The next step is to bring in your applicants for interviews. Below are steps to a successful interview process: Pre-screen applications:
After receiving a number of applications, read through them carefully and select the most promising candidates. In each case, use the job description to help you determine if the applicant would be a good match.
Check References:
For candidates you plan to interview, check both work and school references. In either case you should try to determine the applicant’s performance, attitude, and work habits. Identify the benefits of selecting the right person for the job.
Schedule Interviews:
After you identify the best candidates, set up an interview schedule. Select days and times when you can conduct the interviews without a lot of interruptions.
Conduct Interviews:
The interview is probably the most challenging aspect of the hiring process. In general, you should attempt to make the candidate feel comfortable and free to talk openly.
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New Store Opening Manual
Interview Worksheet Applicant: ____________________ Date: __________ Interviewer: ______________ Set The Climate: Thank you for taking the time to talk with us about our open position. This morning/afternoon I will be asking you questions about your application, telling you more about the position and then giving you the opportunity to ask any questions. Job Interest Why do you want to work for [restaurant name]? Why are you looking for work? Are there any days, nights, or weekends you can not work? What salary do you expect to earn from this job? Work History Have you ever been employed by [restaurant name] or its franchises? Where have you worked before? What did you like and dislike about the job? Why did you leave your last job? How would your previous manager/coworkers describe you? What kinds of tasks do you like doing? What tasks don’t you like? Tell me the most stressful time you have ever had on a job? What did you learn from that time? How would you describe your work ethic? When handling money, has your register ever been +/- $5.00? If you suspected another employee of theft, what would you do? What do you think makes a good manager? Customer Relations/People Skills How do you feel about serving customers? What would you say to a customer who told you they were unhappy with the service they received?
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New Store Opening Manual
What would you say to a fellow worker who asked you for help with something? Why should I hire you? Supervision (For hiring supervisors and managers) What has been your experience in hiring employees? What characteristics would you look for in an applicant? How do you evaluate performance? How would you lower employee turnover? What have you done to control employee theft? How would you develop teamwork? How would you reprimand an employee (e.g. tardiness) What kind of discipline procedures have you used? Tell me about the last time you had to terminate an employee? Have you ever trained anyone before? Describe. Financial Controls Describe your experience with cash control procedures What were your labor costs and your goal? Your controls? Are you familiar with “Food Costs�? Describe. What experience do you have with financial reports? How can they help you run the restaurant?
Provide Relevant Information * Hours of work
* Dress Code
* Schedule (store/office times)
* Training Wages
Close the Interview Ask applicant if they have any questions. NOT HIRED/UNDECIDED: If applicant is not hired immediately, tell applicant that we will be reviewing all candidates and contacting those who most closely meet our needs. Thank applicant. HIRED: If hired, applicant should complete new hire paperwork. Thank applicant and tell them that you look forward to seeing them at Orientation scheduled: _____/_____(Date/Time)
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New Store Opening Manual
Questions you may NOT ask during an interview: Sex and Marital Status
Race
National Origin
Religion
Age
How do you get along with other women?
Do you get along with people of other races?
Are you offended by Polish jokes?
Are you a member of any church?
How old are you?
Do you have any children?
What kind of neighborhood do you live in?
Are your relatives from the old country?
What is your religious preference?
When do you plan to retire?
Is your spouse employed?
Do you own or rent?
Were you born in this country?
Are there any religious holidays you can’t work?
Would it bother you to have a boss younger than you?
Are you pregnant?
What kind of accent is that?
What nationality is your name?
Do you believe in god?
How do you get along with younger people?
Do you have childcare issues?
Have you ever been arrested?
Do you speak a foreign language?
How do you feel about people of different religions?
Can you keep up with the younger people?
Are you married?
How do you feel about people of other races?
Which clubs, societies or lodges do you belong to?
Do you have your own vehicle?
What political organizations are you a member of?
Just remember to keep the interview professional and not personal. Stay away from any personal questions during the interview process. Also at no time may you write comments on a persons application form. Keep notepaper or post-its available for quick notes regarding applicants.
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Interview Rating IMPORTANT: This form is a tool to help ensure we hire only quality people with excellent chances for success. It also helps to identify problems that could result if we hired this person. Complete this form immediately after the interview.
APPLICANT: .
Interviewed by:
Instructions: Rate the applicant in each of the traits listed below to determine suitability for the position. INTERPERSONAL SKILLS: Is applicant polite, friendly and likable? Do they have a sense of humor? Do their activities & hobbies demonstrate the ability to get along with others? Did you detect any indifference, antagonism? 10 9 8 7 6 5 4 3 2 1 0 High Acceptable Borderline Not Acceptable Comments:
APPEARANCE & POISE: Does the applicant have the appearance, grooming and mannerisms necessary to be a satisfactory representative of our restaurant? 10 9 8 7 6 5 4 3 2 1 0 High Acceptable Borderline Not Acceptable Comments:
SELF-CONFIDENCE: Is the applicant poised and relaxed? Are they comfortable with his or her self? Do they exhibit a desire for challenge and responsibility versus concern over security and benefits? 10 9 8 7 6 5 4 3 2 1 0 High Acceptable Borderline Not Acceptable Comments:
COMMUNICATION SKILLS: Are responses easily understood? Does the applicant use good grammar; express thoughts clearly; listen well? Are there hesitations, needless repetition, excessive use of slang? 10 9 8 7 6 5 4 3 2 1 0 High Acceptable Borderline Not Acceptable Comments:
INTEREST & INITIATIVE: Is applicant truly interested in position or are they willing to take anything? Have they given sound reasons for seeking job? Do they appear motivated to succeed? 10 9 8 7 6 5 4 3 2 1 0 High Acceptable Borderline Not Acceptable Comments:
ATTITUDE: Consider relations with past employers / reasons for leaving. Did applicant show a positive or negative disposition? Did applicant relate favorable attitudes when discussing school, jobs, life experiences? 10 9 8 7 6 5 4 3 2 1 0 High Acceptable Borderline Not Acceptable Comments:
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EXPERIENCE & JOB SKILLS: Does this position require prior experience? Can applicant perform this job without extensive training? Could applicant answer technical questions relating to performing job functions? 10 9 8 7 6 5 4 3 2 1 0 High Acceptable Borderline Not Acceptable Comments:
TOTAL SCORE
DIVIDED BY 7 =
.
GENERAL COMMENTS / RECOMMENDATIONS
Orientation Once you have selected your new employees through the interview process it is time to orient them to [restaurant name]. Before you begin your orientation you will need to gather new employee packages for each person. Assemble the following for each employee: New Employee Package:
Employee Handbook
I-9 and W-4 Forms
Employee Information Sheet
______________________
______________________
______________________
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Orienting a new employee is critically important. The orientation is your new employees’ first real exposure to the job. It sets the tone and establishes the new persons’ expectations. Your objectives for the orientation are:
Introduce them to rest of the team.
Develop familiarity with equipment.
Show where supplies and products are stored.
Explain the routine the employee will follow at first.
Supply all needed materials, including reference manuals, booklets, rules, guidelines, and uniform.
Review important rules and policies.
Go over the training schedule and objectives.
Explain all necessary forms that must be completed and signed.
Typically, your orientation will take two days. Cover basic information on the first day. Then add more information on the second. This will give new hires time to sort out information and not become overwhelmed.
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Here is a sample orientation schedule:
Day 1 – Orientation 1. Complete basic payroll information. 2. Handout and review key forms: •
Employee Handbook
•
Employee Information Sheet
•
Employee Agreement Form
3. Ask them to sign all forms and place in file. 4. Give a tour of the restaurant, including: •
Where to leave personal belongings and change into uniform.
•
The kitchen and major equipment.
•
Where supplies are kept.
•
Where safety equipment is kept.
5. Introduce them to their co-workers/managers. 6. Have them sample products and discuss them. 7. Show them how to use the time clock and explain proposed schedule. 8. Tell them about payday process.
Day 2 – Orientation 1. Ask for and answer questions from Day 1. 2. Review all safety procedures 3. Review any information you didn’t have time for on Day 1. 4. Explain employee benefits. 5. Explain how performance will be evaluated. 6. Explain the training program they will complete and provide them with the training schedule. 7. Give applicable training materials to new employees, for review prior to training.
The way you conduct orientation is the first example of how you manage people! So take your time and do it right the first time.
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Part 5: The Training Process New employee training is a crucial element to your grand opening. The first impression your restaurant makes on new customers will be by your employees. It is important to take the time to plan and execute a comprehensive training program for all new employees. Where to start: Before you can begin training make sure the following items are in place: Construction is complete, store is cleaned. The certificate of occupancy is in place, as well as, all licenses for operation. All equipment is installed and running. Employees are scheduled for training sessions. The proper amount of product is ordered for training and opening week. Trainer(s) is assigned to the training. An orientation has been given prior to training and all employee paperwork has been completed. All training materials are at the training location (books, videos, etc.)
Schedule & Conduct Training Training for a new restaurant is different than training employees for an existing restaurant. In most cases, a new store opening will require hiring and training a large number of employees all at once. This can be logistically challenging. Here are some suggested training approaches: Divide the training into two identical sessions. A morning and afternoon training session. Divide the employees into two groups and assign them to either the AM or PM session. Within a session, conduct classroom training as a group. For practical training, break the restaurant into training stations, and then divide the employees between the stations. Periodically rotate employees through stations. You will need multiple trainers, depending on the number of concurrent training stations.)
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Group A: Morning Session Sample Schedule Day 1
Day 2
Last Day
8:00 am
Intro (All)
8:00 am
Review (All)
8:00 am
Preparation for open house (All)
8:30 am
Sanitation & Safety (All)
8:30 am
Customer Service (All)
9:00 am
Open House (All)
9:00 am
Station 1: Register – (A)
9:00 am
Station 1: Drinks/Coffee (A)
11:00 am
Review (All)
11:30am
Receive Opening Schedule (All)
12:00pm
Clean (All)
10:00 am
11:00am
12:00pm
Station 2: Dining Room (B)
Station 2: Drive Thru/Take Out (B)
Station 3: BOH/Prep (C)
Station 3: Cleaning (C)
Station 1: Register (B)
10:00 am
Station 1: Drinks/Coffee (B)
Station 2: Dining Room (C)
Station 2: Drive Thru/Take Out (C)
Station 3: BOH/Prep (A)
Station 3: Cleaning (A)
Station 1: Register (C)
11:00am
Station 1: Drinks/Coffee (C)
Station 2: Dining Room (A)
Station 2: Drive Thru/Take Out (A)
Station 3: BOH/Prep (B)
Station 3: Cleaning (B)
Clean/Quiz (All)
12:00pm
Clean/Quiz (All)
Final Training Notes The importance of new restaurant training is to ensure that employees have enough time to feel comfortable with their job. The best way to do that is to give them as much hands-on experience as possible. If this is not the first store in the area, send employees to the existing establishment for practical experience with customers. If this is the first store in the area, you will have to simulate the working environment with role-plays and practice with other employees. Also, try hosting an Open House. Invite family and friends for an Open House. This is a great way to give your employees practice time that is realistic, yet nonthreatening. With well trained employees you can feel confident about the service that your customers will receive. This will allow you more time to concentrate on the management aspects of the opening.
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