Waitress Templates

Waitress Templates

There is a huge number of templates that someone in the Waitress 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 Waitress. 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. Employee Performance Evaluation Form
6. Customer Feedback Form
7. Training Manual Template
8. Expense Report Template
9. Reservation Log Template
10. Cleaning Checklist Template

Reports

Reports are often prepared by a Waitress 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. Menu item popularity report
5. Customer satisfaction report
6. Reservation report
7. Credit card transaction report
8. Employee schedule report
9. Food cost report
10. Marketing campaign 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 Waitress does and how they do it.

1. Opening Procedures
2. Closing Procedures
3. Table Set-up
4. Taking Orders
5. Serving Food and Beverages
6. Handling Cash and Payments
7. Cleaning and Sanitizing
8. Handling Customer Complaints
9. Food Safety and Hygiene
10. Shift Handover Procedures

Presentations

Waitress 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. Menu Update and Specials
4. Staff Training and Development
5. Event Planning and Coordination

Legal Docs

There are several key times when a Waitress 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. Customer Complaint Form Template
5. Employee Performance Evaluation Template

Health & Safety Templates

Health & Safety templates for a Waitress 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 Waitress 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 Waitress invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Food and Beverage Invoice
2. Weekly Bar Inventory Invoice
3. Monthly Staff Meal Invoice
4. Monthly Supplier Invoice
5. Weekly Specials Promotion Invoice

Survey Templates

For a Waitress to get insights related to the work they do, they need to send out Waitress 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 Waitress 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 Waitress 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. Transportation and Commuting Expenses
4. Personal and Household Expenses
5. Savings and Investment Plan

Dashboards

Dashboards are a useful way for a Waitress 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 Waitress 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 Waitress 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.