Catering Worker Templates

Catering Worker Templates

There is a huge number of templates that someone in the Catering Worker 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 Worker. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

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

Reports

Reports are often prepared by a Catering Worker 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. Food Waste Report
9. Supplier Performance 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 Worker does and how they do it.

1. Food Preparation SOP
2. Menu Planning SOP
3. Inventory Management SOP
4. Food Safety and Hygiene SOP
5. Equipment Maintenance SOP
6. Event Setup and Breakdown SOP
7. Customer Service SOP
8. Staff Training and Development SOP
9. Order Processing and Delivery SOP
10. Budgeting and Cost Control SOP

Presentations

Catering Worker 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 Template
2. Menu Planning Template
3. Event Proposal Template
4. Staff Training Presentation Template
5. Client Feedback Presentation Template

Legal Docs

There are several key times when a Catering Worker 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Liability Waiver Template
4. Vendor Agreement Template
5. Food Safety Checklist Template

Health & Safety Templates

Health & Safety templates for a Catering Worker 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. Safety Inspection Checklist Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Food Hygiene and Safety Checklist Template

Calendars

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

1. Monthly Menu Calendar
2. Event Schedule Calendar
3. Staff Roster Calendar
4. Delivery and Pickup Calendar
5. Inventory and Ordering Calendar

Invoice Templates

Several types of Catering Worker 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. Food and Beverage Invoice
3. Equipment Rental Invoice
4. Staffing Services Invoice
5. Event Planning Invoice

Survey Templates

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

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

Meeting Agendas

Having premade Catering Worker 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. Monthly Staff Meeting
2. Menu Planning Meeting
3. Event Coordination Meeting
4. Budget Review Meeting
5. Supplier Meeting

Budget Templates

To manage finances well, a Catering Worker 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 Analysis
4. Inventory Management Template
5. Event Budget Template

Dashboards

Dashboards are a useful way for a Catering Worker 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. Financial Analysis Dashboard
5. Event Planning Dashboard

Proposal Templates

For bidding or requesting work, a Catering Worker 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. Monthly Menu Proposal
2. Event Catering Proposal
3. Wedding Catering Proposal
4. Corporate Catering Proposal
5. Special Occasion 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 Worker 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.