Template

Training and Systems Observation Checklist

by Teresa Hale, from the Community

20+

This checklist supports restaurant trainers and district managers in assessing training and daily systems on shift. Review staff certifications, HACCP book accuracy, quality and cleanliness checks, uniform compliance, schedule guidelines, WSP use, and communication boards for labor and food cost metrics. Verify PIC leadership, build-to charts and timing, cash handling, safety policies, and dine-in service standards to optimize operations.

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Digitize any process, procedure or policy

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
Restaurant Training and Observations Checklist
This restaurant training and observations checklist helps leaders assess daily operations and staff readiness. Review HACCP records, quality and cleanliness checks, uniforms, and adherence to management guidelines. Confirm work schedules, communication board updates for labor and food cost, and that the person in charge is visible and directing. Verify build to charts, cash handling and safety policies, and dine in service standards such as basket use and serving guidelines. Designed as a practical tool for trainers and district managers to reinforce consistent, compliant performance across locations.
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DM Restaurant Visit Checklist
Use this district manager restaurant visit checklist to evaluate guest environment, curb appeal, restrooms, lighting, friendliness, speed, and food quality. Verify training, deployment charts, headsets, and kitchen systems. Check food safety practices, cash handling and security controls, and review schedules, labor, prep lists, and food cost action plans to drive consistent, compliant operations.
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District Manager Consultation V 9.0
This district manager consultation checklist is designed for quick-service restaurant operations. It guides evaluations across drive-thru service, dining room conditions, cleanliness and maintenance, staffing levels, headset availability, pre-shift huddles, uniform and system adherence, food quality and labeling, training records, pest control, health and safety compliance, security systems, and EBT procedures. The template helps managers review focus areas like food cost, labor and forecasting performance, speed of service, and guest feedback, and concludes with an action plan to address deficiencies and set follow-up dates.
by Cliff Colmone, from the Community
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Restaurant Training and Observations Checklist

This restaurant training and observations checklist helps leaders assess daily operations and staff readiness. Review HACCP records, quality and cleanliness checks, uniforms, and adherence to management guidelines. Confirm work schedules, communication board updates for labor and food cost, and that the person in charge is visible and directing. Verify build to charts, cash handling and safety policies, and dine in service standards such as basket use and serving guidelines. Designed as a practical tool for trainers and district managers to reinforce consistent, compliant performance across locations.

by Teresa Hale, from the Community

10+

Get

Template

DM Restaurant Visit Checklist

Use this district manager restaurant visit checklist to evaluate guest environment, curb appeal, restrooms, lighting, friendliness, speed, and food quality. Verify training, deployment charts, headsets, and kitchen systems. Check food safety practices, cash handling and security controls, and review schedules, labor, prep lists, and food cost action plans to drive consistent, compliant operations.

by Cindy Utz, from the Community

20+

Get

Template

Jackiana Training Visit Checklist

This restaurant training visit checklist supports managers and trainers in evaluating end-to-end operations across drive-thru and dine-in. It covers guest greeting and upselling, order confirmation, receipt and condiment practices, speed of service, and thank-you etiquette. Facility standards include parking lot, landscaping, exterior, dining room, front counter, restrooms, and back-of-house cleanliness. Operational systems reviewed include positioning charts, daily planners, prep sheets, build-to charts, food safety documentation, equipment readiness, cooking and holding timers, sandwich builds and packaging, table delivery, and training verification via JTS. Includes follow-up and sign-off.

by Jerrianne Newcomb, from the Community

10+

Get

Template

District Manager Consultation V 9.0

This district manager consultation checklist is designed for quick-service restaurant operations. It guides evaluations across drive-thru service, dining room conditions, cleanliness and maintenance, staffing levels, headset availability, pre-shift huddles, uniform and system adherence, food quality and labeling, training records, pest control, health and safety compliance, security systems, and EBT procedures. The template helps managers review focus areas like food cost, labor and forecasting performance, speed of service, and guest feedback, and concludes with an action plan to address deficiencies and set follow-up dates.

by Cliff Colmone, from the Community

10+

Get

Training and Systems Observation Checklist

About author

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