Taproom Attendant Templates

Taproom Attendant Templates

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

1. Daily Sales Report
2. Inventory Reconciliation
3. Shift Schedule
4. Customer Feedback Form
5. Monthly Budget Tracker
6. Event Planning Checklist
7. Staff Training Manual
8. Supplier Contact List
9. Cleaning Schedule
10. Monthly Sales Analysis

Reports

Reports are often prepared by a Taproom Attendant 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. Cash Flow Report
4. Labor Cost Report
5. Customer Feedback Report
6. Marketing Report
7. Beverage Cost Report
8. Profit and Loss Report
9. Event Report
10. Maintenance 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 Taproom Attendant does and how they do it.

1. Opening Procedures
2. Closing Procedures
3. Cash Handling Procedures
4. Cleaning and Sanitizing Procedures
5. Inventory Management Procedures
6. Customer Service Procedures
7. Safety and Emergency Procedures
8. Beer Tasting and Education Procedures
9. Event Management Procedures
10. Staff Training Procedures

Presentations

Taproom Attendant 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. Customer Feedback Analysis
3. New Product Launch
4. Staff Training and Development
5. Event Planning and Promotion

Legal Docs

There are several key times when a Taproom Attendant 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. Incident Report Template
5. Vendor Agreement Template

Health & Safety Templates

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

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

Calendars

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

1. Monthly Shift Schedule Calendar
2. Events and Promotions Calendar
3. Inventory and Ordering Calendar
4. Cleaning and Maintenance Calendar
5. Staff Training and Development Calendar

Invoice Templates

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

1. Monthly Sales Invoice
2. Beverage Inventory Invoice
3. Food Inventory Invoice
4. Supplier Invoice
5. Staff Payroll Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Beverage Quality Survey
3. Service Efficiency Survey
4. Atmosphere and Ambiance Survey
5. Menu and Pricing Survey

Meeting Agendas

Having premade Taproom Attendant 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. Inventory Review Meeting
3. Marketing Strategy Meeting
4. Customer Feedback Meeting
5. Training and Development Meeting

Budget Templates

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

1. Monthly Sales Budget Template
2. Monthly Expense Budget Template
3. Payroll Budget Template
4. Inventory Budget Template
5. Marketing Budget Template

Dashboards

Dashboards are a useful way for a Taproom Attendant 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. Marketing Campaign Dashboard

Proposal Templates

For bidding or requesting work, a Taproom Attendant 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 Specials Proposal
2. Event Partnership Proposal
3. Menu Expansion Proposal
4. Marketing Campaign Proposal
5. Staff Training 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 Taproom Attendant 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.