Personal Chef Templates

Personal Chef Templates

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

1. Weekly Menu Template
2. Grocery Shopping List Template
3. Recipe Development Template
4. Meal Prep Schedule Template
5. Client Information Template
6. Invoice Template
7. Expense Tracker Template
8. Event Planning Template
9. Inventory Management Template
10. Recipe Costing Template

Reports

Reports are often prepared by a Personal Chef 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. Monthly Expense Report
2. Menu Planning Report
3. Grocery Shopping Report
4. Recipe Development Report
5. Client Feedback Report
6. Inventory Management Report
7. Staff Scheduling Report
8. Food Cost Analysis Report
9. Meal Preparation Report
10. Special Event Catering 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 Personal Chef does and how they do it.

1. Food Safety and Sanitation SOP
2. Menu Planning and Recipe Development SOP
3. Inventory Management SOP
4. Purchasing and Receiving SOP
5. Food Preparation and Cooking SOP
6. Plating and Presentation SOP
7. Kitchen Cleaning and Maintenance SOP
8. Client Communication and Service SOP
9. Staff Training and Development SOP
10. Event Planning and Execution SOP

Presentations

Personal Chef 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 Menu Presentation
2. Recipe Showcase Presentation
3. Culinary Trends Presentation
4. Ingredient Sourcing Presentation
5. Client Feedback Presentation

Legal Docs

There are several key times when a Personal Chef 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. Food Service Contract Template
5. Invoice Template

Health & Safety Templates

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

1. Monthly Kitchen Inspection Checklist
2. Food Safety and Hygiene Training Attendance Sheet
3. First Aid Kit Inventory Checklist
4. Fire Safety Drill Report
5. Personal Protective Equipment (PPE) Assessment Form

Calendars

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

1. Menu Planning Calendar
2. Grocery Shopping Calendar
3. Meal Prep Calendar
4. Cooking Schedule Calendar
5. Client Appointment Calendar

Invoice Templates

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

1. Monthly Meal Plan Invoice
2. Grocery Shopping Invoice
3. Meal Preparation Invoice
4. Special Event Catering Invoice
5. Cooking Class Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Menu Preference Survey
3. Dietary Restriction Survey
4. Recipe Feedback Survey
5. Meal Planning Survey

Meeting Agendas

Having premade Personal Chef 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. Menu Planning Meeting
2. Grocery Shopping Meeting
3. Cooking and Preparation Meeting
4. Client Consultation Meeting
5. Feedback and Review Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Grocery and Food Expenses Tracker
3. Equipment and Supplies Budget
4. Menu Planning and Costing Template
5. Client Invoicing and Payment Tracker

Dashboards

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

1. Monthly Financial Performance Dashboard
2. Menu Planning and Recipe Development Dashboard
3. Inventory Management Dashboard
4. Client Satisfaction and Feedback Dashboard
5. Staff Scheduling and Time Tracking Dashboard

Proposal Templates

For bidding or requesting work, a Personal Chef 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. Special Event Catering Proposal
3. Cooking Class Proposal
4. Meal Prep Service Proposal
5. Private Dining Experience 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 Personal Chef 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.