Catering Staff Templates

Catering Staff Templates

There is a huge number of templates that someone in the Catering Staff role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Catering Staff. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Event Planning Template
2. Menu Planning Template
3. Order Form Template
4. Inventory Spreadsheet
5. Staff Schedule Template
6. Expense Report Template
7. Client Feedback Form Template
8. Recipe Costing Template
9. Catering Proposal Template
10. Sales Report Spreadsheet

Reports

Reports are often prepared by a Catering Staff to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Sales Report
2. Inventory Report
3. Menu Performance Report
4. Customer Satisfaction Report
5. Staff Performance Report
6. Cost Analysis Report
7. Event Booking Report
8. Supplier Performance Report
9. Food Safety Report
10. Financial Statement Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Catering Staff does and how they do it.

1. Food Preparation SOP
2. Cleaning and Sanitizing SOP
3. Food Storage and Handling SOP
4. Equipment Maintenance SOP
5. Inventory Management SOP
6. Customer Service SOP
7. Event Setup and Breakdown SOP
8. Menu Planning and Execution SOP
9. Staff Training and Development SOP
10. Health and Safety SOP

Presentations

Catering Staff presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Sales Report
2. Menu Presentation
3. Event Proposal
4. Staff Training Presentation
5. Client Feedback Analysis

Legal Docs

There are several key times when a Catering Staff needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Catering Services Agreement
2. Non-Disclosure Agreement
3. Employment Agreement
4. Liability Waiver and Release Form
5. Food Service Contract

Health & Safety Templates

Health & Safety templates for a Catering Staff ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Fire Safety Checklist Template
4. Food Hygiene Inspection Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Catering Staff calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Event Calendar
2. Staff Schedule Calendar
3. Menu Planning Calendar
4. Inventory Management Calendar
5. Client Booking Calendar

Invoice Templates

Several types of Catering Staff invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Catering Services Invoice
2. Event Catering Invoice
3. Food and Beverage Invoice
4. Equipment Rental Invoice
5. Staffing Services Invoice

Survey Templates

For a Catering Staff to get insights related to the work they do, they need to send out Catering Staff surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Event Feedback Survey
3. Menu Preferences Survey
4. Staff Performance Survey
5. Dietary Restrictions Survey

Meeting Agendas

Having premade Catering Staff meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Event Planning Meeting Template
2. Menu Planning Meeting Template
3. Staff Training Meeting Template
4. Budget Review Meeting Template
5. Client Consultation Meeting Template

Budget Templates

To manage finances well, a Catering Staff would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Food and Beverage Cost Analysis
3. Labor Cost Budget
4. Equipment and Supplies Budget
5. Marketing and Advertising Budget

Dashboards

Dashboards are a useful way for a Catering Staff to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Customer Satisfaction Dashboard
4. Staff Productivity Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Catering Staff needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Event Catering Proposal
2. Corporate Catering Proposal
3. Wedding Catering Proposal
4. Social Gathering Catering Proposal
5. Holiday Catering Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Catering Staff templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.