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Hospitality and Restaurant Manager Kit

Run a restaurant or hotel: food safety and HACCP, allergens, recipe costing, banquet orders, front office SOP and guest incidents.

11 templates in 4 steps, in the order you use them. Open any template in the editor, fill it in and export it to PDF, DOCX or HTML.

Step 1

Food safety

  1. Restaurant Food Safety Plan Template (HACCP)

    Full

    Restaurant HACCP: team, prerequisite programmes, menu flows by process, hazard analysis, CCPs with FDA Food Code 2026 limits, cooling and holding logs, corrective actions, cleaning, training

    Codex CXC 1-1969 (rev. 2020, 2022); FDA Food Code 2026

  2. Restaurant Allergen Matrix Template (EU 14, US 9)

    Standard

    Dish by allergen grid for the 14 EU and UK allergens and 9 US major allergens, cross-contact controls, change control, front of house procedure, training record

    Regulation (EU) 1169/2011 Annex II; FALCPA and FASTER Act; FDA Food Code 2026

  3. HACCP Plan Template (ISO 22000)

    Standard

    Hazard analysis with assessment criteria, CCP vs OPRP categorisation, validation table, CCP and OPRP plans, verification and recall (ISO 22000, Codex HACCP)

    ISO 22000:2018 + Amd 1:2024; ISO 22002-1:2025; Codex CXC 1-1969 (rev. 2022)
Step 2

Planning

  1. Recipe Cost Card Template

    Lean

    Standard recipe costing: ingredients with as-purchased price and yield, batch total, cost per portion, food cost %, gross profit, price at target

  2. Recipe Template

    Standard

    Recipe card: yield, allergen table (US 9, EU/UK 14), metric and US units, scaling column, steps with doneness cues, food safety points, cook log

    FDA 9 major allergens; Regulation (EU) No 1169/2011 Annex II; UK FSA cooking and chilling guidance; USDA FSIS chart (linked)
Step 3

Events

  1. Banquet Event Order (BEO) Template

    Standard

    BEO for one function: contacts, guarantee and over-set, timeline, menu with allergens, room set-up, AV, staffing, billing with service charge and tax, change log

  2. Event Plan Template

    Standard

    Event plan: goals, venue, budget, gantt timeline, vendors, guest list, run of show, roles, contingency, review

Step 4

Operations

  1. Hotel Front Office SOP Template

    Standard

    Hotel front desk procedure: roles, check-in flow, room keys, card payments kept out of the desk (PCI DSS v4.0.1), guest data, check-out, night audit, incidents, checks

    PCI DSS v4.0.1

  2. Standard Operating Procedure (SOP) Template

    Full

    Controlled SOP: document control, RACI, prerequisites and safety, numbered steps with checks, flow, records, deviations, training

    ISO 9001:2026 (documented information, cl. 7.5)

  3. Shift Handoff Template

    Lean

    Shift handoff: system status, active incidents with next step and owner, work in progress, scheduled changes, notes, acknowledgement

  4. Guest Incident Report Template

    Lean

    Record of one guest or visitor incident: people, facts in time order, actions taken, evidence, notifications, follow-up and prevention