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Bar Forms and Downloads
Looking for ready-to-use bar forms, templates, spreadsheets, manuals, and handbooks for your bar business? Here's where you'll find 315+ downloads and forms you can use to help your business run more efficiently, get better organized, and become more profitable.
Join BarBusinessOwner.com now and gain IMMEDIATE access to all of our bar owner forms, templates, spreadsheets, and manuals. SAVE COUNTLESS HOURS (and money) to create them on your own - they're all available at no additional charge with your membership. We've done the work for you so you don't have to.
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Bar Weekly Social Media Planner
Between Facebook, Twitter, Yelp, Pinterest, You Tube and all the other social media sites, it is easy to let something slip or lose track of what you did where. Use the Weekly Social Media Planner to keep your social media efforts organized and consistent . . .
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TRUE COST RECIPE SPREADSHEET
Knowing how much menu items really cost is essential in pricing them profitably. Without knowing your true item costs, you're guessing at what items are profitable. Use the True Cost Recipe Spreadsheet to calculate recipe cost including yield percentages to uncover the real costs of your menu items . . .
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Bar Sponsorship and Donation Form
From time to time your bar will be approached about sponsoring or donating items to charitable organizations or events. Use the Bar Sponsorship and Donation Form for requesting sponsorships to make it easier for you to access relevant information and make your decision whether to sponsor or not . . .
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Refusal for Sponsorship or Charity Donation Letter
Not every cause will be one your bar wants or can be involved with or can commit to. Use the Refusal for Sponsorship or Charity Donation Letter to politely communicate your inability to financially support an organization or let them know about your bar's charity night program . . .
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BAR PROMOTION: Mystery Beer Night
The Mystery Beer Night bar promotion can be run at next to no cost and is a great way to drive beer sales and move beer inventory. This promotion can be run several times each year, each time with a few different twists. Learn more here . . .
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Bar Paid Time Off Policy
Paid time off is a benefit that can distinguish your bar from the competition. If you don't have a policy on this in place, it can lead to confusion and some taking advantage of the system. Use the Bar Employee Paid Time Off Policy to clarify your bar's rules regarding paid time off . . .
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Bar Run Registration and Waiver Form
Use the Bar Run Registration and waiver Form to get participant's email addresses and contact information and have them sign a waiver prior to participating in your race event. Download this form here . . .
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BAR PROMOTION: Open Bar Night
The Open Bar Night bar promotion is a great way to drive business and is being used with great success by several bars. Best of all it costs almost nothing to run and can result in steady revenues each time you run it. Learn more here . . .
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Bartender Sidework Completion Checklist
During the course of every bartender shift your bartenders need to clean, stock, and prepare the bar for customers and for upcoming shifts. Having a written checklist keeps your bartenders focused on exactly what needs to be done and will make their day easier and your operation run more efficiently. Use the Bartender Sidework Completion Checklist to ensure what needs to be done gets completed . . .
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BAR PROMOTION: Apres Ski Party
The Apres Ski bar promotion is a fun and different bar promotion that customers love. Run this promotion during the winter to create fun and excitement and do something totally different from other bars in your area. More details available here . . .
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Non-Fraternization Policy
If you don't have a non fraternization policy for your managers and supervisors, you leave your business open to sexual harassment claims. Use the Non Fraternization Policy to reduce your exposure for liability and avoid potential conflict of interests . . .
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BAR PROMOTION: Distributor Promo Night
The Distributor Promo Night bar promotion can be a big sales night and result in excellent profits if run correctly. Learn the details necessary to pull this promotion off and create another big sales night for your bar . . .
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Customer Suggestion Cards
Smart bar owners listen to their customer's suggestions use them to encourage customer loyalty and come up with ways to increase customer satisfaction. Print and distribute the Customer Suggestion Cards to collect valuable information and ideas from your customers . . .
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Monthly Bar Maintenance Checklist
Performing regular maintenance on your bar's facility and equipment will help ensure that things are working properly and efficiently as well as provide a safe environment for your employees and guests. The Monthly Bar Maintenance Checklist will help you know what to check at your bar and how frequently you need to check it . . .
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Emergency Insurance Coverage Checklist
Lack of appropriate insurance in severe weather, power outage, flood or fire can be financially devastating for your bar. And most companies discover that they are not properly insured only after they have suffered a loss. Use the Emergency Insurance Coverage Checklist to make sure that your bar is covered when emergency situations occur . . .
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BAR PROMOTION: Logo Wear Night
The Logo Wear Night Bar Promotion is a great way to get your customers to patronize you more often and help advertise your bar. This promotion involves zero upfront costs and can be a steady promotion you can run several times a year. Download this promotion here . . .
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Bar Manager Hour by Hour Checklist
If your manager is overwhelmed by tasks or doesn't know where to start, nothing productive gets done. Instead of letting events get out of hand, set some guidelines to help determine the day's tasks. Use the Bar Manager Hour by Hour Checklist to cover the specific tasks the manager needs do to throughout the day so that your bar runs the way you want . . .
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Monthly Fire Protection Checklist
Risk of fire at your bar is a real danger. And not having a functioning fire protection system can cripple your bar in a fire emergency. Use the Monthly Fire Protection System Checklist to ensure that all fire systems are properly working and are updated when needed on a weekly, monthly or annual basis . . .
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Bar Pre-Shift Meeting Topics
Pre-shift meetings give your managers/supervisors the opportunity to discuss with your staff numerous relevant topics to improve your operation, customer service, and profitability. Use the Bar Pre-Shift Meeting Topics to have a variety of topics to choose from that will keep your staff from getting bored with what's discussed and keep your meetings fresh . . .
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Fire Hazard Prevention Checklist
Fire is one of the most devastating things that can happen to your bar. Make your establishment safer by eliminating fire hazards and checking them regularly. Use the Fire Hazard Prevention Checklist to go over areas with possible fire hazards and take the appropriate action to eliminate them . . .
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Medical Emergency Action Sheet
Choking, heart attack, allergic reaction or any number of medical emergencies could happen to your staff or customers while they are in your bar. Having proper procedures for handling medical emergencies will help prevent liability for your bar and calm chaos when an emergency occurs. Use the Medical Emergency Action Sheet to develop a plan for medical emergencies at your bar . . .
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Bar Manager Checklist for Cashing Out
Closing out your bartenders and servers at the end of the day can be a busy time for your bar manager. If you're not careful, mistakes can be made during important shift closing duties. Use the Bar Mangager Checklist for Cashing Out to help prevent mistakes from occuring and to make sure that all shift checkout duties are performed properly . . .
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Bar Alcohol Service Policy
In addition to alcohol service training for you staff, you also need to have a written alcohol policy for your bar. An alcohol policy helps to make alcohol service guidelines clear and to protect your bar from liability. Use the Bar Alcohol Service Policy as a template for creating an alcohol service policy in your bar . . .
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Social Media & Review Response Checklist
With so many social media and review sites, you can easily forget to monitor an important website and ignore your customers. Use the Social Media & Review Response Checklist so when you or your employees work online you can respond to all the important comments and reviews posted by customers . . .
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2013 Bar Events Calendar
Keeping track of your bar events and special promotions can be a challenge even for the most organized bar owners. Use the Bar Event Calendar For 2013 to add or edit your upcoming bar events and keep this part of your business organized . . .
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BAR HOURLY LABOR COST ANALYSIS SPREADSHEET
Labor costs are one of the largest expenses for your bar. Know exactly how many hours are being clocked each week and how much your labor costs are. Use the Bar Hourly Labor Cost Analysis Spreadsheet to determine hours per employee per day and the costs as well as the total costs versus budgeted costs for your bar . . .
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BAR PROMOTION: Monday Blues
For most bars Mondays present a significant challenge finding customer traffic. Several bars we know of run a "blue" themed night on Monday to build excitement and traffic. Learn more about how they run this promotion here . . .
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BAR PROMOTION: Midnight Madness
If you're looking for a promotion to keep customers in your bar later, consider running a "Midnight Madness" promo to entice customers to stay later for prizes and discounts. Learn what's needed to roll out this inexpensive and easy to run bar promotion . . .
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Pour Cost Percentage Worksheet
Your bar's pour costs are always something that can be improved, but you can't gauge and improve those percentages unless you have a clear picture of what your pour costs are for different products. Use the Pour Cost Percentage Worksheet to help you take basic figures (like purchases and gross sales) and determine your pour cost percentage for liquor, wine or beer . . .
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Ice Machine Cleaning Instructions
Your ice machine can become contaminated with bacteria that can make your customers sick, so keeping it clean is extremely important. Use the Ice Machine Cleaning Instructions as a guide for your employees so that they know all the steps to clean and sanitize the ice machine properly . . .
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Fryer Cleaning Instructions
You can extend the life of your fryers and get the most energy efficiency from them by cleaning your fryers regularly. The Fryer Cleaning Instructions download is a quick guide for employees assigned to cleaning the fryers - explaining what to do and why its important . . .
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BAR PROMOTION: Crack the Safe
The Crack the Safe promotion is a proven winner at targeting customers to stay later in your bar. Very low cost to run, your customers will find it a very fun promo and will stick around later in order to participate . . .
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Bar Employee Meal Policy
Giving discounts on employee meals is a nice benefit to offer your bar employees. However, if these benefits are abused it can lead to theft among employees and cost your bar money. Use the Bar Employee Meal Policy to clearly communicate meal discounts to your staff members and help them understand the rules for employee meals . . .
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BAR PROMOTION: Beer Wristband Discount
This promotion is an ideal way for bars to get customers to come in earlier or stay later, depending on when you need customers the most. Low cost and easy to run, the Beer Wristband Discount promotion is very effective at increasing sales during slower hours . . .
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Credit Note Tracking Log
When a vendor owes your bar a credit due to a return, an overpaid invoice, discount problem, damaged goods or an incorrect order, you need a place to track credit note received and make sure that the credit is applied or your bar will lose money. Use the Credit Note Tracking Log as part of your inventory receiving procedures so credit notes don't slip through the cracks . . .
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Food Safety Inspection Checklist
Should you fail to pass your health inspections you can be fined or worse - shut down. Doing frequent self inspections will ensure that your bar is up to code and will help you feel confident when the real inspector comes. Use the Food Safety Self Inspection Checklist to see how you measure up to an inspection and make any changes needed before the health inspector comes. . . .
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Overtime Authorization Form
To manage your employees' overtime properly, you should have your managers sign off in writing when, why, and how much overtime is necessary. Use the Overtime Authorization Form to approve and track employee overtime every time it occurs . . .
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Bar Employee Overtime Policy
Unnecessary overtime by your employees is a quick way to over-spend your labor budget. Unless you have a written overtime policy in place, your cutting into your profits. Use the Bar Employee Overtime policy to have each employee sign and acknowledge that they understand your bar's policy for overtime . . .
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Tray Carrying Guidelines
When used appropriately, trays can help your employees perform their duties in a quicker and more efficient way. However, when used incorrectly (when trays are overloaded for example) trays can be a hazard. Use the Tray Carrying Guidelines to help you use a tray in the safest and best way . . .
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BAR EMPLOYEE HANDBOOK
Having a well-written and complete Bar Employee Handbook is vital to the success and safety of your bar business. Use the Bar Employee Handbook template to create a customized version of a key document for any bar business. You can include your own unique employee requirements, procedures, policies, and practices in writing so there is no question as to what is expected of your . . .
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Rush Preparation Checklist
Busy times in your bar don't have to be a nightmare. If you properly prepare your bar and your employees you can handle crowds of customers with ease. Use the Rush Preparation Checklist and be ready for peak time frames in your bar . . .
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Checklist for Hiring a Bar Manager
Having a checklist that highlights the qualities and experience you want in a bar manager is essential in making a good hire. Use the Checklist for Hiring a Bar Manager to help you hire the right manager . . .
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Bar Social Media Policy Template
Social media is now mainstream. Your employees do communicate with other employees and your customers on Facebook, Twitter, Flickr, and more. Unless you have a social media policy in place, you run the risk of employees posting disparaging or negative comments about your business and damaging your bar's reputation. Use the Social Media Policy Template to clearly spell out what is acceptable social media behavior for your employees . . .
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Bar Staff Meeting Checklist
It's always a challenge to make sure that staff meetings are productive and organized. Use the Staff Meeting Form to keep staff meetings on point and keep a record of items discussed. You can also review the Staff Meeting Form afterwards to go over new ideas or create action items for the day ahead . . .
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Bar Party Room Contract Template
Covering every pertinent detail in writing is essential to ensuring a smooth event in your party room. Use the Bar Party Room Contract Template to spell out your bar's terms and conditions for renting your party room and to eliminate any misunderstandings . . .
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Cleaning Schedules For Your Bar
Keeping your bar clean is of the utmost importance. A high degree of cleanliness and hygiene is required to both satisfy health department inspections and to keep customers coming back. Use the following four cleaning schedules to manage who cleans specific areas and items, when cleaning is to occur, what is to be cleaned, how it is to be cleaned . . .
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Bar Inventory Receiving Checklist
In your bar, inventory is one of your most valuable assets. All too often, bar inventory is not tracked well and ends up disappearing due to employee theft or loss. Use the Inventory Receiving Checklist as a guide to properly track your inventory when receiving products and to prevent inventory loss . . .
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Water Problem Emergency Procedures
When water service becomes disrupted or water becomes contaminated at your bar it is a major problem that can cause you to close for an undetermined amount of time. Use the Water Problem Emergency Procedures so you have to move quickly and take the proper steps to maintain safety, get clean water service restored and prepare to re-open . . .
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BAR PROMOTION: Armchair Quarterback Night
With more and more people watching football games at home on their big screens, it can be challenging to get customers into your bar for games. Learn what several bars are doing to get customers involved and coming to their bar for their football fix each week . . .
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Customer Complaint Log
Dealing with customer complaints can be a learning process for your employees so that they know how to respond to complaints and also the steps to take to avoid them in the first place. Use the Customer Complaint Log to track complaints, how they are resolved and how they could be avoided in the future - then present the information to your employees during training or staff meetings to improve customer service . . .
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