Waiter Templates

Waiter Templates

There is a huge number of templates that someone in the Waiter 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 Waiter. 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 Sales Report
2. Inventory Spreadsheet
3. Shift Schedule Template
4. Menu Planning Template
5. Customer Feedback Form
6. Expense Tracker Spreadsheet
7. Training Manual Template
8. Reservation Log
9. Daily Specials Menu Template
10. Employee Performance Evaluation Form

Reports

Reports are often prepared by a Waiter 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. Labor Cost Report
4. Customer Satisfaction Report
5. Menu Performance Report
6. Reservation Report
7. Employee Attendance Report
8. Marketing Campaign Report
9. Financial Statement Report
10. Complaints and Feedback 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 Waiter does and how they do it.

1. Opening Procedures
2. Closing Procedures
3. Table Setting Procedures
4. Menu Knowledge Procedures
5. Order Taking Procedures
6. Food Serving Procedures
7. Payment Processing Procedures
8. Customer Service Procedures
9. Cleaning Procedures
10. Food Safety Procedures

Presentations

Waiter 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. Daily Specials Template
2. Wine List Template
3. Catering Menu Template
4. Event Planning Template
5. Staff Training Template

Legal Docs

There are several key times when a Waiter 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. Incident Report Template
4. Guest Complaint Form Template
5. Food Safety Checklist Template

Health & Safety Templates

Health & Safety templates for a Waiter 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) Assessment Template

Calendars

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

1. Monthly Shift Schedule Calendar
2. Reservation and Event Calendar
3. Menu Planning Calendar
4. Cleaning and Maintenance Calendar
5. Staff Training and Development Calendar

Invoice Templates

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

1. Food and Beverage Invoice
2. Bar Tab Invoice
3. Event Catering Invoice
4. Room Service Invoice
5. Takeout and Delivery Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Menu Feedback Survey
3. Service Quality Survey
4. Staff Performance Survey
5. Overall Dining Experience Survey

Meeting Agendas

Having premade Waiter 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. Staff Meeting
2. Menu Planning Meeting
3. Training Meeting
4. Performance Review Meeting
5. Sales and Marketing Meeting

Budget Templates

To manage finances well, a Waiter 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 Budget
3. Personal Expenses Budget
4. Savings and Investments Tracker
5. Debt Repayment Plan

Dashboards

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

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

Proposal Templates

For bidding or requesting work, a Waiter 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. Menu Revamp Proposal
3. Staff Training Proposal
4. Customer Loyalty Program Proposal
5. Event 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 Waiter 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.