Templates
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Template: coaching log entry
ops #template #managers #coaching Use this for documenting coaching conversations with staff — both positive feedback and corrective. Not for formal...
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Template: vendor contact card
ops #template #managers For every recurring vendor, we maintain a contact card. Lives in the office binder under "Vendors." Vendor contact card Vendor...
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Template: pre-shift meeting agenda
ops #template #pre-shift #managers Use this template for every pre-shift meeting. 10 minutes maximum. Pre-shift: [date] Time: 5:00 PM — 5:10 PM MOD:...
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Operations: how to use this section
ops #overview #all-staff This section holds the daily-use operational paperwork. It's different from the training and SOP section — that's...
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Template: breakage log entry
ops #template #all-staff Log every breakage of $20 retail value or more. This helps us track patterns (which glass type breaks most, which station,...
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Template: shift handoff note
ops #template #managers #all-staff Use this when the closing MOD leaves notes for the opening team. Lives at the host stand, in the daily ops binder....
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Template: incident report
ops #template #incident #all-staff Fill out an incident report for any of: guest injury, staff injury, equipment failure causing service disruption,...
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Template: 86 list update
ops #template #all-staff The 86 list is what we cannot serve right now. It updates throughout service. Use this template to communicate it cleanly. 86...
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Template: comp log entry
ops #template #cash #managers #bartenders Every comp over $20 needs a log entry beyond the Toast comp code. This protects us in audits and helps us...
