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Restaurant policies and procedures template

Restaurant policies and procedures template

This template helps you build policies for keeping your restaurant running smoothly, from payments and reservations to hiring, making it simple to build consistent standards.

Use this template
or download pdf
Restaurant policies and procedures template

This template helps you build policies for keeping your restaurant running smoothly, from payments and reservations to hiring, making it simple to build consistent standards.

Use this template
or download pdf

About the Restaurant policies and procedures template

Creating clear policies and procedures for your restaurant plays a huge part in keeping your operations running smoothly. From handling reservations to maintaining food safety, this restaurant policies and procedures template gives you a structured approach for covering every important detail. With this template, you’ll be equipped to build consistent standards for your team, making day-to-day management simpler and giving your guests a polished experience every time.

How to use the restaurant procedures and policies template

With a few quick steps, you can create a comprehensive guide that your entire team can follow:

  1. Customize the basics. Begin by filling out general information unique to your restaurant, including location, hours, dress code, and emergency contacts. This personalizes the template to reflect your brand and simplifies staff onboarding.
  2. Define clear policies for key areas. Use the template to outline essential policies, such as reservation handling, payment methods, and food safety. Be specific here—cover everything from accepted payment methods to refund policies. This establishes clear standards that leave little room for confusion.
  3. Assign roles and responsibilities. Each section, from handling food safety to managing guest interactions, should have designated staff roles. Clearly define these roles in the template, so everyone understands their responsibilities, which boosts accountability across the team.
  4. Leverage the template’s digital features. With the editable template in the Lumiform app, you can easily update sections, assign tasks to specific team members, and share changes in real-time. Utilize the role assignment and action task features to confirm procedures are consistently followed.
  5. Review and update regularly. Industry standards and regulations change, so make it a practice to review this template with your management team periodically. Update any areas that need refining and encourage feedback from staff to make it a practical, evolving document.

Best practices for using the restaurant procedures and policies template

To get the most out of the template, consider these best practices.

Use clear, direct language to make policies easy to understand and minimize misinterpretation. Avoid jargon, and keep descriptions simple and focused. For example, when writing procedures around food handling or guest service, outline steps in logical, everyday terms so employees can quickly comprehend and apply them in real scenarios.

Make roles and responsibilities clear, leaving no ambiguity around who is responsible for each task. Assign tasks like table cleaning, guest interactions, or kitchen prep clearly to specific team roles.

Conduct periodic training sessions as you update the template. These trainings keep everyone up to date with any new or adjusted policies, and they can have a chance to ask questions or seek clarifications. Training also allows employees to adapt smoothly to new protocols and stay aligned with your restaurant’s standards.

Download Lumiform’s restaurant procedures and policies template today

Streamline your operations with a comprehensive template that supports you in creating clear, actionable standards for every part of your restaurant. From setting guest interaction protocols to defining responsibilities, this template gives you a thorough framework for smooth, consistent service. Start building a reliable guide that keeps your team on the same page and your restaurant running at its best.

Related categories

  • Quality management templates
  • Risk management and compliance templates
  • Hospitality templates
  • Quality assurance templates
  • Templates for business processes
Preview of the template
Page 1
General Information
Restaurant Name
geolocation!!!
Phone Number
Website
Owner/Manager Name
Business Hours
Days & Hours of Operation
Holiday Closures
Dress Code
Employee Dress Code
Guest Dress Code (if applicable)
Reservations
Do you accept reservations?
Reservation Policies
Payments
Accepted Payment Methods
Sales Tax Rate
Refund/Return Policy
Food Safety
Food Handling Procedures
Sanitization Procedures
Employee Health Policy
Emergency Procedures
Emergency Contacts
Emergency Action Plan
Employment Policies
Hiring Qualifications
Training Program
Performance Reviews
Discipline/Termination

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Policies and procedures: An essential guide for businessesHospitality management: Key skills and careersFood waste management: A comprehensive guide
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Template collections

See comprehensive collections of best practice templates related to this topic.

16 free policies and procedures templates27 free restaurant checklists3 Free Restaurant SOP Templates4 free restaurant audit checklists
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Policies and procedures softwareRestaurant inspection app for more compliance, food safety and qualityHACCP software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

3 benefits of HACCP softwareSteps to reduce food waste in businessModernize your restaurant technology with digitalization5 ways to achieve continuous improvement in your hospitality business

Frequently asked questions

How do I introduce new policies to restaurant staff?

You can host a team meeting to go over the details, answer questions, and discuss the purpose of each policy change. Follow up with printed or digital handouts so that staff have easy reference points, and consider holding a brief, practical training session.

How do I handle updates to food safety protocols effectively?

Communicate food safety updates promptly and clearly—ideally in both verbal and written forms. Regular, hands-on training sessions are crucial–they allow staff to practice new methods and discuss real-life applications. Also, assign a team member as a safety lead to monitor daily compliance, ensuring updates are smoothly implemented.

What should I include in a restaurant’s employee dress code policy?

An effective dress code policy outlines not only what’s appropriate but why. Include guidelines on uniforms, footwear, and hygiene standards, and specify items that support safety, like slip-resistant shoes. Also, detail any changes based on seasons or exceptions. You can add a brief “why” behind each rule to boost compliance and understanding among staff.

How can I make sure reservation policies are consistently followed?

Proper reservation management starts with clear guidelines. Reservation policies should be easy for staff to understand, and consider using a shared booking system where all team members can track reservations in real time. Encourage staff to communicate politely but firmly with guests about time restrictions or cancellation rules.


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.
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