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Bar Downloads and Forms
Looking for ready-to-use bar forms, templates, spreadsheets, manuals, and handbooks for your bar business? Here's where you'll find the many different bar resources 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 retail store 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 DOWNLOAD: Departing Employee Checklist
When an employee quits or gets terminated, it's important to follow through on multiple details that need to covered, such as collecting keys, uniforms, changing access codes, confidentiality agreements, etc. Use the Departing Employee Checklist as a guide on what items to collect and what exact steps to take so that the whole process runs smoothly . . .
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BAR EMPLOYEE SMOKING POLICY
Every bar needs to have an established smoking policy so that employees are fully aware of designated smoking areas and when smoke breaks can occur. By rolling out a smoking policy you will immediately cut done on excessive smoke breaks that quickly can affect productivity. Use the Bar Employee Smoking Policy to establish and maintain when and where your employees can smoke when working . . .
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BAR DOWNLOAD: Employee Feedback Survey
Sometimes the best ideas can be found where you least expect them. Your employees observe and operate in your bar every day. They are a great source of new ideas that you can implement to improve staff morale, operations, customer service and other areas of your bar. Use the Employee Feedback Survey to get feedback and fresh ideas from your staff . . .
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BAR DOWNLOAD: Employee Party Guidelines
Staff parties are intended to be fun and casual time for employees to socialize with each other. But staff parties can also quickly get out of hand. To ensure the safety and comfort of your employees and reduce the liability for your bar, rules for staff parties need to be established. Use the Employee Party Guidelines to establish rules and set the tone for staff parties that are safe and enjoyable for everyone. Hand a copy of the guidelines out to employees a few days before the party and have them return it with their acknowledgement of the rules . . .
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BAR DOWNLOAD: Food Related Illness Report
Although it's not pleasant to think about, a customer in a rare instance may relate sickness to drinking and eating at your bar. When something like this happens, you want to be ready. Whether or not the illness is the fault of your bar, you need to be able to file a report with the complaint to track it in case your bar could be held liable. Use the Food Related Sickness Report to record all complaints of food borne sickness associated with your bar . . .
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BAR DOWNLOAD: Mystery Shopper Customer Survey
You work too hard in creating a positive environment and experience for your bar customers. But how do you find out if your customers are receiving the service and experience that you want them to? Use the Mystery Customer Survey to evaluate your bar from the view of the customer and learn what the high and low points of your service are and areas where you can improve . . .
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BAR DOWNLOAD: Beverage Tasting Notes Template
Part of a holding a liquor tasting at your bar is introducing customers to new products so they'll come back and order them in the future at your bar. Use the Beverage Tasting Notes Template provides a form for customers to use to note the appearance, aroma, taste, finish and other comments about the different beverages they sample . . .
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BAR DOWNLOAD: Wine Tasting Notes Template
When you host a wine tasting at your bar, you want to make sure that customers can remember the wines they liked so they can come back and order them at your bar again sometime. Make it easy for customers to record their impressions and remember their preferences by using the Wine Tasting Notes Template . . .
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Bar Seating Capacity Comparison Worksheet
When your bar is busy, the more guests you can seat the more money you can make. During busy times, the number of tables in your bar and the speed with which your servers can turn the tables can mean a huge difference to your bottom line. Use the Bar Seating Capacity Comparison Worksheet to find out how your bar measures up and how much more you could make by adding more seating or turning tables faster . . .
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BAR DOWNLOAD: Bar Daily Sales Spreadsheet
Tracking daily sales is essential with your day to day cash flow management and also helps you to compare the success of different shifts, days of the week and different promotions that you may be running at your bar. Use the Daily Sales Spreadsheet to track daily gross and net sales in your bar . . .
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BAR DOWNLOAD: Employee Turnover Cost Worksheet
Employee turnover is high in the bar business and training new employees can be costly. In order to put things in place to keep employees longer, you need to know how much turnover is costing you. Use the Employee Turnover Cost Worksheet to determine your employee turnover rate and how much lost employees cost you over the year . . .
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BAR DOWNLOAD: Bar Weekly Cash Spreadsheet
Controlling cash at your bar is vital in running a successful bar business. You must always keep track of when and how cash is flowing in and out of your bar. Use the Weekly Cash Spreadsheet to track all the cash coming in and going out of your bar . . .
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BAR DOWNLOAD: Quality of Service Checklist
In the bar business, service is everything. If your bar doesn't give good service to customers, you will lose them to your competitors. To make sure your service levels are at the quality that you expect for your bar, you need a way to check different aspects of your customer service. Use the Quality of Service Checklist to help you go through each position at your bar and determine the quality of service that your guests are receiving . . .
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BAR INVENTORY RECEIVING FORM
Having good bar inventory controls is essential for keeping your costs down. In order to properly track your inventory as it is received, you need to know who received the shipment, the condition of the items and other details. Use the Bar Inventory Receiving Form to keep track of inventory shipments as they come in to your bar and make sure that all inventory is controlled . . .
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BAR LABOR COST ANALYSIS SPREADSHEET
Labor costs are one of your highest costs in running your bar. Keeping labor costs within a reasonable percentage is essential for your bar to be profitable. Use the Labor Cost Analysis Spreadsheet to help you determine the optimum number of employees and that your labor costs are appropriate for your sales volume . . .
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BAR SHIFT CHANGE CHECKLIST
Shift changes in bars are always a hectic time. Employees are coming and going and the bar needs to be cleaned up from the first shift and set up properly for the second shift. Use the Bar Shift Change Checklist to help your manager stay organized and get things done as shift changes occur in your bar . . .
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BAR DOWNLOAD: Bar Recipe Cost Worksheet
In order to price items correctly, you need to know exactly how much each item on your menu costs to make. Use the Bar Recipe Cost Worksheet to break down all of your bar recipes and find out the total cost for each menu item in your bar as well as the cost percentage . . .
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BAR DRINK RECIPE GUIDE
The Bar Drink Recipe Guide has a complete listing of commonly made drink recipes including the ingredients, mixing procedure, glassware and garnish required to make each drink. Use the Bar Drink Recipe Guide as a reference for your current drink offerings or as a guide for updating your bar menu with new drink offerings . . .
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BAR DRINK RECIPE SPREADSHEET
Having up-to-date recipes for all of the drinks in your bar helps reduce pour costs and pouring inconsistencies. Protect your margins and pour costs. Use the Drink Recipe Reference Sheet to write down and keep track of the current recipes for all of your bar drinks . . .
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Bar Void Tracker Worksheet
Situations will occur in your bar that require a void in the POS system or cash register. Its important to make sure voids are valid and tracked. Keep track of daily voids that occur and analyze the recurring void reasons with the Bar Void Tracker Sheet . . .
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Bar Employee Alcohol Policy Agreement
Employees consuming alcohol while working at your bar are a danger to themselves and your customers; drinking on the job just cannot be tolerated. Use the Employee Alcohol Policy agreement to establish a policy for consuming alcohol while on the clock and get employees' agreement to the policy in writing . . .
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Bar Spelling Bee Word List
A spelling bee is an easy and proven event to put on at your bar - you really just need a list of words, the rules, and some contestants to get going. Use the Bar Spelling Bee Word List to start your first bar spelling bee . . .
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Bar Spelling Bee Sign Up Sheet
When you run a spelling contest it's easier to keep track of contestants and stay organized with a signup sheet. Use the Bar Spelling Bee Signup Sheet for customers who want to sign up to participate in a spelling bee at your bar . . .
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Bar Spelling Bee Rule Book
If you hold a contest at your bar it's always good to have a rule book available to settle problems that arise. Use the Bar Spelling Bee Rule Book to help settle disputes and answer questions when you hold a spelling contest at your bar . . .
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BAR DOWNLOAD: Bar Manager Weekly Planner
Keeping track of all the to do tasks every week is a real challenge for every bar manager. Use the Bar Manager Weekly Planner to track every item you need to get done in order to make it a smoothly run and profitable week . . .
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Bar Trivia Sign Up Form
Having a Bar Trivia Sign Up Form is important to insure you know who is playing on what team and so that you don't have more players than space allows. Use the Bar Trivia Sign Up Form to keep you trivia games organized - it has space for up to 19 teams of 4 members each . . .
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Bar Trivia Rule Book
Having a written down set of rules for bar trivia is important to establish the rules of play and settle any disputes that occur during the game. Use this set of Bar Trivia Rules as your rulebook or just as a guideline and add your own trivia rules as needed . . .
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Bar Trivia Answer Sheet
A bar trivia answer sheet is essential for bar trivia, allowing teams a place to write down the answers for each trivia question. The Bar Trivia Answer Sheet allows space for teams to answer up to 20 trivia questions . . .
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BAR DOWNLOAD: Complimentary Authorization Form
Every comp in your bar over a specific amount you set needs to be recorded in detail. Use the Complimentary Authorization Form to track large comps such as entire meals, your employee party, or winners of contests you run . . .
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BAR DOWNLOAD: Bar Group Reservation Record
Group reservation inquiries are often mismanaged by many bars. Don't drop the ball here any longer. Use the Bar Group Reservation Record to document all the necessary details so that you are prepared for these profitable customers . . .
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WINE BY THE GLASS PROFIT WORKSHEET
Selling wine by the glass can be profitable for your bar if you know your costs and how many glasses you need to sell in order to make a profit. Use the Wine by the Glass Profit Worksheet to determine if your wine by the glass sales are profitable . . .
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BAR DOWNLOAD: New Bar Employee Training Quiz
Once employees are finished with training, you need to determine whether the information has been absorbed. See if employees were listening during training by giving them a quiz on the items covered. Use the New Bar Employee Quiz to "test" new employees on training materials and information about your bar . . .
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BAR DOWNLOAD: Shot Quantity by Bottle Size Card
Knowing how many shots are in a bottle of liquor depending on your pouring measurement is essential in tracking your inventory and prevent bartender theft. Use the Shot Quantity by Bottle Size Card as a reference guide for how many shots are in each bottle . . .
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BAR DOWNLOAD: Bar VIP Membership Form
Having you bar's VIP customers fill out an application form is crucial in obtaining necessary information and alerting them to your bar's VIP terms and condition. Use the Bar VIP Membership Form to collect the required information from every VIP . . .
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BAR DOWNLOAD: Customer Loyalty Club Signup Form
Marketing to members of your loyalty program is a key low cost way to get your customers to spend money with your bar again and again. Use the Customer Loyalty Club Signup Form to collect the necessary customer information for every person joining your bar's customer loyalty program . . .
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Bar Employee Comp Policy
Employees giving away unauthorized free drinks will significantly impact your bar's bottom line. Clear up any confusion among your staff by using the Bar Employee Comp Policy to make it very clear what is considered a comp dink and what is considered stealing . . .
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Bar Employee Comp Policy Acknowledgement
Take away any uncertainty or excuses your staff has over what is considered a comp drink. Have your employees sign the Bar Employee Comp Policy Acknowledgement so they know the exact consequences of not following your bar's comp policy . . .
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BAR DOWNLOAD: Complimentary Food and Drink Log
Keeping track of all bar's food and drink inventory is essential to achieving your maximum profitability. Use the Complimentary Food and Drink Log to record every approved comp so that you can analyze how much inventory you give away and then make any necessary adjustments . . .
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