Template

F and B Operational Excellence Checklist 2021

by Wesley Hepburn, from the Community

20+

This Food and Beverage operational excellence checklist helps restaurants and hospitality teams evaluate employee performance and guest service standards. Use it to audit each team member twice per month, reinforcing the three steps of service, professional grooming, timely food and beverage delivery, and confident menu and beverage knowledge. Prompts cover greeting and seating, small talk, allergy and special request checks, recommendations, standards for accompaniments, anticipating needs, resolving issues, post‑service checkbacks, and fond farewells. Applying this checklist supports consistent service quality, guest satisfaction, and ongoing staff development.

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Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Food and Beverage Service Audit
This Food and Beverage Service Audit checklist helps restaurant and hotel teams evaluate end to end service quality. It covers greeting and welcome, menu knowledge, beverage recommendations, order taking and repeats, delivery timing, table marking and maintenance, accuracy of food and drinks, and quality checks after two minutes or two bites. It also assesses dessert and coffee service, pre bussing, and check presentation, ensuring a consistent, friendly experience. Use it to coach staff, standardize service steps, and monitor guest satisfaction across shifts and outlets.
by Tracy Grady, from the Community
Downloads: 20+
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Template
RCGC Banquets BSA Inspection Checklist
This RCGC Banquets BSA Inspection checklist helps supervisors assess banquet servers against hospitality standards. It covers greeting and introductions, on‑stage demeanor and grooming, small talk, menu and beverage knowledge and recommendations, allergy and special request checks, timely food and beverage service with correct accompaniments, escorting guests rather than pointing, immediate ownership and resolution of requests, proactive anticipation of needs, courteous checkbacks within 10 minutes, fond farewells, sincere invitations to return, and capturing guest preferences. Use this tool to drive consistent, exceptional service at banquets.
by Samuel Kamaungugi, from the Community
Downloads: 0
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Template
A la Carte Lunch Service Checklist
Use this a la carte lunch service checklist to standardize front and back-of-house procedures in food and beverage operations. It outlines uniform and grooming standards, guest greeting and seating by the hostess, menu presentation, napkin placement, and clear hand service. For servers, it covers beverage orders and tray service, allergy inquiries, order taking sequence, right-hand serving and clearing, pepper service, two-minute checkbacks, beverage refills, table maintenance, coffee and tea service, dessert setup, and guest farewell. Kitchen guidelines include food quality, presentation, proper temperatures, mise en place, and target ticket times for appetizers and entrees.
by Jonathan S. G., from the Community
Downloads: 20+
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Template
RCGC F&B Operational Excellence 2022
Use this RCGC F&B Operational Excellence checklist to audit employees twice per month and align service to RC/AAA standards. It covers hostess greeting, server introduction, order taking, beverage timing, food delivery and clearance, guest recovery, and luxury expectations to elevate the dining experience.
by Wesley Hepburn, from the Community
Downloads: 20+
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F and B Operational Excellence Checklist 2021

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