Templates
Bar manager checklist

Bar manager checklist

Manage your bar efficiently with this checklist. You’ll stay on top of daily operations, from inventory and staff schedules to equipment checks.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF
Bar manager checklist

Manage your bar efficiently with this checklist. You’ll stay on top of daily operations, from inventory and staff schedules to equipment checks.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Take control of your bar’s operations with this bar manager checklist that covers key areas, from inventory management to financial recordkeeping. The template organizes critical tasks into logical categories, helping you maintain consistency while reducing the mental load of remembering countless details.

Research indicate that around 4% to 10% of the food restaurants purchase is wasted before it ever reaches customers. This template’s systematic inventory tracking also helps you identify and reduce such waste, directly improving your bottom line.

Related categories

Preview of the template
Page 1
Bar Inventory and Ordering
Perform full bar inventory count
Review inventory levels and identify low stock items
Order required liquor, beer, wine and other supplies
Ensure all orders are received and match purchase orders
Bar Cleanliness and Organization
Wipe down and disinfect all surfaces
Restock and organize bar equipment and glassware
Sweep and mop floors in bar and storage areas
Dispose of any expired or unusable items
Bar Staff Management
Review staff schedule and make any necessary changes
Provide feedback and training to bar staff as needed
Address any staff issues or concerns
Ensure all staff have updated certifications (e.g. bartender, alcohol service)
Bar Operations and Safety
Test all bar equipment to ensure proper working condition
Check that all required signage is displayed (e.g. responsible service, emergency exits)
Conduct safety walk-through and address any hazards
Review and update bar emergency procedures as needed
Financial and Recordkeeping
Reconcile daily cash and credit card sales
Review inventory costs and adjust pricing as needed
Prepare and submit payroll information for bar staff
Maintain accurate records of all bar-related expenses and invoices

Frequently asked questions

Can I customize this bar manager checklist for my bar’s needs?

Yes, you can easily adapt this checklist by adding bar-specific items like signature cocktail ingredients or specialized equipment checks. In Lumiform, simply open the template in the editor, add your custom items to the relevant sections, and save it as your personalized version. Remember to include any unique procedures or local compliance requirements that apply to your establishment.

How can I use this checklist to improve my bar’s profitability?

Focus on the inventory and financial sections to drive profitability. Track pour costs and waste consistently, noting patterns in the comments section. Use the pricing review prompts to regularly adjust menu prices based on cost changes. The staff management section aids you in improving scheduling to match demand patterns, while the equipment checks prevent costly emergency repairs.

What should I do if I consistently find problems in one section of the checklist?

Recurring issues signal a systemic problem requiring attention. Use Lumiform’s reporting to analyze patterns, then create a focused improvement plan. For example, if cleanliness items frequently fail, consider revising cleaning schedules or providing additional training. Set a 30-day improvement goal, implement changes, and use the checklist to track progress.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.