Sommelier Templates

Sommelier Templates

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

1. Wine Inventory Spreadsheet
2. Wine List Template
3. Wine Tasting Notes Template
4. Wine Sales Report Spreadsheet
5. Wine Order Form Template
6. Wine Pairing Guide Template
7. Wine Training Manual Template
8. Wine Event Planning Checklist
9. Wine Supplier Contact List
10. Wine Menu Template

Reports

Reports are often prepared by a Sommelier 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 Wine Sales Report
2. Inventory Report
3. Wine Cost Analysis Report
4. Wine Tasting Event Report
5. Wine Supplier Performance Report
6. Wine Cellar Management Report
7. Wine Trends and Market Analysis Report
8. Wine Pairing Suggestions Report
9. Wine Training and Education Report
10. Wine Menu Update 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 Sommelier does and how they do it.

1. Wine Inventory Management SOP
2. Wine Cellar Organization SOP
3. Wine Tasting Event Planning SOP
4. Wine List Creation SOP
5. Wine Pairing Recommendations SOP
6. Wine Service Standards SOP
7. Wine Education Program SOP
8. Wine Supplier Selection SOP
9. Wine Storage and Preservation SOP
10. Wine Sales and Promotion SOP

Presentations

Sommelier 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. Wine Tasting Event Presentation
2. Wine Pairing Dinner Presentation
3. Wine Education Workshop Presentation
4. Wine List Update Presentation
5. Wine Sales and Marketing Presentation

Legal Docs

There are several key times when a Sommelier 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. Wine Purchase Agreement
2. Wine Importation License Application
3. Wine Distribution Agreement
4. Wine Tasting Event Liability Waiver
5. Wine Cellar Inventory Management Agreement

Health & Safety Templates

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

1. Incident Report Template
2. Hazard Identification Checklist Template
3. Safety Meeting Minutes Template
4. First Aid Kit Inspection Checklist Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Monthly Wine Tasting Calendar
2. Wine Events and Festivals Calendar
3. Wine Education and Training Calendar
4. Wine Inventory and Ordering Calendar
5. Wine Pairing and Menu Planning Calendar

Invoice Templates

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

1. Wine Supplier Invoice
2. Restaurant Wine Inventory Invoice
3. Wine Tasting Event Invoice
4. Wine Club Membership Invoice
5. Wine Cellar Management Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Wine Tasting Experience Survey
3. Wine Pairing Preference Survey
4. Wine List Feedback Survey
5. Staff Knowledge and Service Survey

Meeting Agendas

Having premade Sommelier 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 Wine Tasting Meeting
2. Staff Training Meeting
3. Wine Inventory Review Meeting
4. Wine List Update Meeting
5. Supplier Negotiation Meeting

Budget Templates

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

1. Monthly Revenue Budget Template
2. Monthly Expense Budget Template
3. Labor Cost Budget Template
4. Inventory Cost Budget Template
5. Marketing and Promotion Budget Template

Dashboards

Dashboards are a useful way for a Sommelier 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. Wine Tasting Events Dashboard
5. Staff Training and Development Dashboard

Proposal Templates

For bidding or requesting work, a Sommelier 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. Wine Tasting Event Proposal
2. Wine Pairing Dinner Proposal
3. Wine Cellar Management Proposal
4. Wine Education Program Proposal
5. Wine List Consultation 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 Sommelier 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.