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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.
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BAR DOWNLOAD: Competitor Price Comparison Spreadsheet
How do your bar prices stack up to the competition? If you don't know, you're likely leaving money and profits on the table. Use the Competitor Price Comparison Spreadsheet to record and then analyze how your bar's prices compare to the competition and where your pricing opportunities are . . .
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BAR DOWNLOAD: Bar Sales Breakdown Worksheet
You can't make a plan to push sales for your most profitable items if you don't know what your sales mix is. Seeing sales by menu categories and beverage types allows you to make better product mix decisions. Use the Sales Breakdown Spreadsheet to determine where the majority of your sales are coming from . . .
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BAR DOWNLOAD: Bar Promotions Results Form
Measuring the success of every bar promotion you run is vital if you want accurate data to determine whether you should run that promotion again, make some changes or get rid of it completely. Use the Bar Promotion Success Form to measure the success of your bar promotions with sales and number of customers compared to costs . . .
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BAR DOWNLOAD: Kitchen Safety Inspection Worksheet
The safety of your employees and customers is of utmost importance to your bar, and the kitchen can be one of the most hazardous areas. The Kitchen Safety Inspection Worksheet pays special attention to red flag areas like fryers and your fire-prevention system. Use the Kitchen Safety Inspection Worksheet to regularly inspect the kitchen of your bar or restaurant . . .
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BAR DOWNLOAD: Monthly Bar Sales Tracker Worksheet
If you don't track and record sales you'll never be able to measure your bar's sucess and recognize sales trends. You want to track sales by product and by month so you can analyze your sales and understand trends. Use the Monthly Sales Tracking Spreadsheet to track sales, receipts, and cash for every month of the year . . .
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BAR DOWNLOAD: 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 DOWNLOAD: Social Media Policy Template for Bars
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 DOWNLOAD: Bar Safety Inspection Worksheet
Safety is a number one priority for your bar. But is your bar really safe for employees and customers? Running regular safety inspections will ensure that your bar is safe for employees and customers. Use the Bar Safety Inspection Worksheet to check the safety of your bar - from the backbar to the emergency exits . . .
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BAR DOWNLOAD: Bar Incident Report Form
It's essential to create a report for accidents and incidents that happen in your bar. A report of the events surrounding an incident will help you keep accurate records and to protect your bar from liability. Use the Bar Incident Report Form to record the details of accidents and incidents that happen in your bar . . .
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BAR DOWNLOAD: Bar Employee Sales by Station Spreadsheet
To place the right employees in the most profitable positions and sections of your bar, you first need to track the sales of each employee at the different stations where they work. Use the Employee Sales by Section Spreadsheet to track who performs better on a certain night and in a certain position. . . .
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BAR DOWNLOAD: Key Control Form
Keeping a tight control on the keys to your bar helps prevent inventory loss and theft. From time to time you will have to issue keys to coolers, office space, inventory storage, and other areas of your bar, so maintaining a record of who has which keys is essential. Use the Key Control Form to insure that there aren't multiple sets of bar keys floating around and that you know what keys to ask for when an employee leaves your employ . . .
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BAR DOWNLOAD: Employee Uniform Agreement
Tired of losing money when employees lose or don't return uniforms? Instead of losing money when employees leave, have employees agree to return uniforms or pay for their cost. Use the Employee Uniform Agreement to put a policy in place for employees to return uniforms and pay for them if lost . . .
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BAR DOWNLOAD: Bar Employee Sales Tracking Spreadsheet
Tracking sales by employee will help you be more effective at managing your staff through incentives or helping those who are struggling. Use the Bar Employee Sales Tracking Spreadsheet to help you track bar sales by employee so you can determine which employees are making the most sales and which ones need a little help . . .
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BAR DOWNLOAD: Customer Comment Card Template
Customer comments represent critical feedback and can help you improve your current operation. Comment cards are also a good source of information for marketing purposes. Use the Customer Comment Card Template to design and customize your bar's comment card . . .
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Bar Employee Reprimand Form Templates
When an employee does something or fails to do something according to your bar's stated policies, it is necessary to bring this unacceptable behavior to his or her attention. Use the Bar Employee Reprimand Form Templates to document the occurrence and make the employee aware of the issue so that they do not repeat it again . . .
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BAR DOWNLOAD: Drink Recipe Cards
Drink consistency and regulating pour costs both depend on clear drink recipes that all of your bartenders can understand. Use these Drink Recipe Cards to create a master drink recipe for every drink on your menu . . .
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BAR DOWNLOAD: Banquet Contract Agreement
When setting up any banquet or open bar arrangement it is essential to have everything communicated to your guest contact in writing to avoid any misunderstandings. Use the Banquet Contract Agreement to eliminate any confusion about what has been discussed . . .
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BAR DOWNLOAD: 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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BAR DOWNLOAD: Liquor Profit Worksheet
Knowing the gross profit and cost percentage of your products will make it easy to decide which items to push on your menu, what products can be discounted as specials and how much of a discount your bar can afford. Use the Liquor Profit Worksheet to help you find the most profitable items in your liquor inventory . . .
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BAR DOWNLOAD: Beer Profit Worksheet
Knowing the gross profit and cost percentage of your products will make it easy to decide which items to push on your menu, what products can be discounted as specials and how much of a discount your bar can afford. Use the Beer Profit Worksheet to help you find the most profitable items in your beer inventory . . .
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BAR DOWNLOAD: Wine Profit Worksheet
Knowing the gross profit and cost percentage of your products will make it easy to decide which items to push on your menu, what products can be discounted as specials and how much of a discount your bar can afford. Use the Wine Profit Worksheet to help you find the most profitable items in your wine inventory . . .
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BAR DOWNLOAD: Weekly Bar Employee Schedule
Having a weekly work schedule for your employees is an essential to running a well managed bar. Your employees will appreciate you posting a completed schedule a week or more in advance so they can plan their days off. Advance scheduling also allows management to project labor cost against the expected volume of business. Use the Weekly Bar Employee Schedule to help you organize and display the staff schedule for your bar . . .
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BAR DOWNLOAD: Employee Schedule Worksheet
Putting together your staff schedule can be a time consuming process. There are many elements to consider - staff availability, how many staff members are needed per shift and the cost of labor hours. Use the Employee Schedule Worksheet to help you organize the scheduling process and get a clear picture of who is working when . . .
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BAR DOWNLOAD: Wine Cellar Bottle Issue Form
Keeping proper track of your wine inventory is essential in knowing how much wine inventory you have on hand, what needs to be re-ordered, and if any wine theft is occurring. Use the Wine Cellar Bottle Issue Form to help you manage your wine inventory . . .
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BAR DOWNLOAD: Manager Closing Checklist
Having an organized set of closing procedures for your manager is essential in getting everything needed to be done completed before closing your bar each day. Use the Manager Closing Checklist to make your closing procedures more organized, efficient, and thorough . . .
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BAR DOWNLOAD: Manager Opening Checklist
Having an organized to-do list of the procedures needed to be done when opening the bar each day will help your manager operate more efficiently and thoroughly. Use the Manager Opening Checklist to guide the manager in completing your daily opening tasks . . .
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Bartender Opening Checklist Download
Before opening the bar each day, your early shift bartenders need to clean, stock, and prepare the bar area for business. Having a set of daily opening procedures and a bar opening checklist to verify they have been completed will make their day easier and your bar run more efficiently. Use the Bar Opening Checklist to keep your opening procedures organized . . .
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BAR DOWNLOAD: Bartender Closing Checklist
When closing the bar and bar area down at the end of the night, it's easy for your bartenders to overlook necessary steps and procedures in cleaning and restocking. Use the Bar Closing Checklist to organize your closing procedures so that everything gets completed before your bartenders leave for the night . . .
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BAR DOWNLOAD: 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 DOWNLOAD: Draft Beer Profit Worksheet
Since spillage and waste are an inevitable part of running a bar, it's important to include spillage when calculating draft beer profits. This worksheet will help you calculate draft beer profits at different price points or for different brands of beer with spillage taken into account for realistic numbers . . .
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BAR DOWNLOAD: Bar Expense Forecast Spreadsheet
Forecasting your expenses is crucial for being profitable. To operate successfully, you need to anticipate all possible expenses that might occur in your business. Use this form to tally and forecast expenses for your bar on an annual basis . . .
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BAR DOWNLOAD: Bar Sales Forecast Spreadsheet
Being able to accurately forecast your bar sales is essential to operating your bar. Knowing how much revenue you are likely to generate will go along away in determining what you are able to spend on expenses and determine how much you are able to pay yourself. Use the Bar Sales Forecast Spreadsheet to forecast your sales . . .
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BAR DOWNLOAD: Bar Promotions Planning Form
Successful promotions have numerous details that must be managed and organized in order for any promotion to be successful. Use the Bar Promotions Planning Form to plan and organize each bar promotion you run . . .
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BAR DOWNLOAD: Bar Naming Worksheet
The name of your bar can be one of the strongest forms of advertising for your bar. Use this worksheet to help you brainstorm name ideas for your bar until you find one that is unique and communicates your bar concept to customers. . . .
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BAR DOWNLOAD: Bar Special Events Calendar
Putting together and distibuting to your customers your bar's upcoming special events and promotions each month is one of the most important tasks to be accomplished each month. Simply put, special events and promotions drive traffic and sales. Use the Bar Special Events Calendar as a guideline for your bar's monthly special events calendar . . .
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Bar Event Calendar For 2010
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 2010 to add or edit your upcoming bar events and keep this part of your business organized . . .
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BAR DOWNLOAD: Banquet Credit Card Authorization Form
When holding any banquet or open bar where the customer will be agreeing to the terms ahead of time it is essential to have written authorization to charge the customer's credit card. Use the Banquet Credit Card Authorization to obtain the signature of the customer's consent to charge their credit card . . .
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BAR DOWNLOAD: Beer Pong Scorecard
Running a successful beer pong promotion or night requires that you have a beer pong scorecard for your participating customers. Use the following ready-to-use beer pong scorecards and save time by not having to create your own . . .
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Free Sample Articles
