The Best Restaurant Checklist For Opening and Managing a Restaurant

Best Checklist for Opening and Managing a Restaurant blog header

So you’re thinking about starting a restaurant. That’s great! It can be one of the most rewarding undertakings, but also one of the most difficult. Opening and managing your own restaurant is taxing not only financially, but also physically, mentally, and emotionally. If you have the right plan and know the correct steps to take, getting your restaurant up and running and serving customers each day can be invigorating and fulfilling. 

Make no mistake, opening a restaurant is very challenging. Even if everything goes perfectly, starting a restaurant and keeping it running is no small feat. In fact, only 40% make it through their first year. If you try to open and manage a restaurant without a plan, you’re likely to start off on the wrong foot and you could be out of business before you even get off the ground. Planning is essential if you want to be effective. It can make all the difference when it comes to sticking to a timeline for opening a restaurant. To make things easier, we’ve put together a checklist for opening and managing your restaurant. Take a look and start planning your dream diner today.

What is a restaurant checklist?

A restaurant checklist is simply a list of items to run through for a given aspect of your restaurant. In this case, the restaurant checklist we’re providing is specifically for opening and managing a new restaurant. That said, there are a number of different checklists that range from customer service checklists to cleaning checklists and opening and closing checklists. This restaurant checklist will be more broad and will help you know what to think about when starting a new restaurant from scratch.

What is a checklist for opening a new restaurant?

We want to help you open your new restaurant, so we’ve created an in-depth checklist with a detailed explanation of each section. Here’s our broad opening a restaurant checklist:

  • Conduct market research 
  • Develop a marketing plan
  • Secure financing
  • Sign a lease
  • Get the necessary licensing and permits
  • Create job postings
  • Order supplies
  • Get restaurant management software
  • Determine food production and inventory needs
  • Order the food
  • Do a trial run with friends and family

Conduct market research

The first item on your restaurant checklist is to do some good old fashioned research about your local market. Some of the best market research starts by being observant. Pay attention to your local area and see which restaurants have been successful. Is there anything they’re doing that you can replicate? Is there a specific type of food or restaurant your city doesn’t have yet? Maybe you could be the first to market. 

Another key consideration is how big your market is. Are there enough people in the city to support your restaurant, or do you live in a small town? Also, make sure you do enough surveys and focus groups to understand the type of food customers like. How much should you charge? Take a look at what other restaurants are charging, determine who your competitors are, look at your costs and needed profit off menu items, and decide how much you’ll charge.

Develop a marketing plan

Once you’ve done your research, you should narrow in on the type of restaurant you’ll open and have a good idea that it will be well received. That said, people won’t come to your restaurant unless they know about it. This is where marketing comes in. 

How will you spread the word? Can you visit local events and hand out flyers? Will you serve samples? Will you hold a grand opening? How will you leverage social media? These are all things to consider. Ultimately, the best marketing comes from satisfied customers. Do what you can to amplify their voices online and through word of mouth.

Secure financing

You have the vision and you have a marketing plan. That’s awesome, but you need to ensure you have enough money to get everything up and running. Often, you’ll need to secure financing. This can be a bit of a process, so make sure you get this set up well before you open your restaurant. 

Even if you plan to pay your startup expenses out of pocket, it’s a good idea to establish a separate business bank account and such so that you can keep your business finances separate from your personal ones. Also, setting up a business account will make it easier to get business loans should you need them at any point. Remember that investing in your company early is important. Don’t be afraid to spend money to advertise and create a great guest experience. Money spent upfront could result in great returns down the road.

Sign a lease

You can’t have a restaurant if you don’t have a restaurant. It sounds simple, but it’s critical to find a property to lease or buy early in the game. Don’t try to rush this. Location is very important, so be sure to take that into consideration. Also think about the layout of the building and the size. Will it serve your purposes? 

Don’t rush into something, but also understand your budgetary limitations. If you establish a successful restaurant and you outgrow the space, you can aim to move to a bigger one. On the other hand, if you overpay for a large space and never build a big enough customer base, you’ll wish you’d started smaller.

Get all necessary licensing and permits

You need a fair number of licenses and permits to run a restaurant. They include the following:

  • Signage permits
  • Health permits
  • Business license
  • Liquor license (if necessary)

Keep in mind that every state and city may have different permits and licenses. Check with your local Small Business Administration and city officials to ensure you have the necessary permits and licensing to remain compliant. Start early because you never know how long it will take to get these. In most cases, it’s quick, but depending on the state and city, you could experience longer wait times.

Create job postings

So you’ve got your space and your permits. Next you need some staff. Take time to determine how many cooks you’ll need. Will you need servers? What about a host or hostess? Hire enough people to meet the demand you anticipate, but don’t overhire too early. You may need to make adjustments to this as you grow. Be sure to be thorough with your job postings and hire candidates who will build your restaurant brand and provide excellent customer service.

Order supplies

You need stuff to cook with and eat on. Think about this early. Determine your budget and order enough to fill the expected demand. 

Get restaurant management software

How are you going to track orders? Inventory? Staff time and attendance? This is all critical. It’s easiest to stay on top of things with a restaurant management software solution. That’s where we come in. We have restaurant management software to help you run a smooth operation. Request a demo today and we’ll get you started.

Determine food production and inventory needs

How much inventory will you need to have on-hand? What ingredients are most important? Are there specialty ingredients that take more time and planning to secure? Take this all into account. Also, think about how long it will take to make the food. Is there some food you can prepare in advance? For instance, if you’re running a Mexican restaurant, could you prepare the salsa the night before and store it in the fridge? It’s things like this you’ll need to think about.

Order the food

Once you know the food items you’ll need, be sure to order it. Shop around to find the best prices, but don’t skimp on quality, especially when it comes to your signature dishes. Be sure you have enough. There’s nothing worse than running out of a certain food item and having a bunch of disgruntled customers. Preparation is key. 

Do a trial run with friends and family

Before you’re ready for your big grand opening, a pre-grand opening is a great idea. Invite friends, family, and friends of friends. Serve them like you would any other patrons. Pretend as if it’s just a normal day in the restaurant. This will help you uncover any rough spots and make the necessary changes before the real grand opening.

Be patient and enjoy the journey

As you prepare to open and manage your restaurant, you’ll surely discover there are more items that pop up than just the essential ones we’ve mentioned. There always are. That’s the nature of the restaurant business—it’s unpredictable. 

Learn to find joy in the journey and don’t be too rigid with your plans that you can’t make course corrections where needed. Mistakes will be made and tough times will happen as you’re running through the daily operations of owning a restaurant. Just be ready for a wild ride and hold on. It’ll be worth it when you find success and serve happy customers each day.

Leveraging Technology to Manage Restaurant Labor Costs Whitepaper cover image

Leverage Technology to Manage Restaurant Labor Costs

Between increased costs, labor shortages, and socio-economic complexities - staying on top of labor costs is more important than ever for franchise owners.

Download the Whitepaper

Subscribe to Our Newsletter

Get freshly prepared content served to your inbox on a regular basis.

See what's on our menu

Schedule a demo of our restaurant management system today to discover which features and modules will work best for your business.