The Shift Change Checklist

The shift change is where money walks out the door. Not from the register. From the mess of a handoff that nobody owns and everyone assumes the other person handled.

I've watched AM bartenders leave without writing down a single thing, and the PM crew spends the first 45 minutes of service playing catch-up instead of serving guests. The fix isn't a longer checklist. It's a shorter one that actually gets done.

Here's the version I've used and revised across a lot of handoffs. It runs in under five minutes if both parties are paying attention.

The Handoff Checklist

  1. Keys. All keys accounted for and physically transferred. No assuming they're in the drawer.
  2. Float. Count it together. If it's off, note it now. Not after the PM closer finds a shortage at 2 a.m.
  3. 86 list. Read it out loud. Not handed on a napkin. Verbal confirmation that the incoming bartender heard it.
  4. Reservations. Any large parties, special requests, or buyouts on the books for the PM shift. Five seconds. Just the highlights.
  5. VIPs. Anyone coming in tonight that the manager flagged. Pass the name and the note.
  6. Open tickets. Every open tab transferred and confirmed. Name on the card, current total, last order if relevant.
  7. Prep status. What's been done. What still needs to happen before service. Be specific: "syrups are full, citrus not cut yet, I ran out of time."
  8. Ice. Bin levels, machine status, any issues from the AM that the PM needs to know about.
  9. Glassware. What came out of the machine, what's still in the rack, what got broken.
  10. One other thing. Anything weird that happened during the AM that the PM manager should know. A difficult guest, a vendor issue, something off in the walk-in.

That's the whole list. Ten items. Five minutes.

The reason most shift change checklists don't get used is that they're too long. Managers build them once in a moment of frustration and then wonder why nobody touches them. A checklist that a bartender will actually run through at the end of a 7-hour shift has to be short enough that skipping it feels like more work than doing it.

Post it on the inside of the service station door. Or right above the register. Somewhere in the sightline of whoever is walking out, not the person walking in.

The incoming bartender owns the follow-through. If something wasn't covered, ask before the outgoing bartender leaves the building. That's the deal.