Writing Down How Your Business Runs
Master the core concepts of writing down how your business runs tailored specifically for the Restaurant Pub industry.
💡 Core Concepts & Executive Briefing
Understanding Brain-Dumping and SOPs
Standard Operating Procedures, or SOPs, are the written playbook for your restaurant or pub. They show staff exactly how to complete a task, from opening the bar to closing the kitchen. A strong SOP helps a new team member become useful quickly and keeps service consistent when the owner or general manager is away.
The goal is not to create a large manual that nobody reads. The goal is to make the most important work clear enough that a properly trained new hire can complete it safely and correctly on the first shift. For example, a new bartender should know how to check identification, set up the well, ring a drink into Toast POS, handle a void, and close the till without calling the owner for every decision.
The Importance of Brain-Dumping
Brain-dumping means taking the knowledge in your head and putting it somewhere the team can use. Restaurant owners often carry years of practical knowledge: how much prep is needed before a Friday rush, which supplier delivers reliable produce, how to handle a guest complaint, and when a food item should be 86'd. If that knowledge stays in one person's head, the business depends on that person being present.
For example, an owner may know that the fryer oil must be filtered before the dinner shift, that the walk-in temperature must be logged twice daily, and that a popular burger needs a specific portion of fries to protect food cost percentage. If these details are only shared verbally, standards will drift as staff change.
Start with the tasks that affect guest safety, cash, speed, quality, and labor. Include opening and closing duties, allergen procedures, temperature checks, receiving deliveries, portioning, cash handling, refunds, cleaning, shift handoffs, and incident reporting.
Creating Effective SOPs
Use the same three-part structure for every procedure:
1. Why: Explain why the task matters. This gives staff context. A temperature-check SOP protects guests and supports health-code compliance. A portioning SOP helps control food cost percentage.
2. What: List the exact steps in the order they happen. Include tools, quantities, time limits, photos, and who is responsible. For a bar close, state how to count cash, record waste, lock alcohol storage, and report shortages.
3. Outcome: Define what good work looks like. A successful opening means all stations are stocked, refrigeration temperatures are logged, the POS is ready, and the dining room passes the manager's check.
Keep each SOP focused on one job. A short checklist for receiving a delivery is easier to use than a twenty-page operations document. Test the procedure with a line cook, server, or bartender who did not write it. If they cannot follow it without asking several questions, rewrite it.
Organizing Your SOPs
Store all procedures in one searchable SOP vault. Google Drive, Notion, or a shared operations folder can work for a small restaurant. Organize it by department: Kitchen, Bar, Front of House, Cash, Safety, Cleaning, and Management. Use clear names such as "Opening Kitchen Checklist" and "Guest Refund Procedure."
Keep printed copies at the station where the task occurs, but treat the digital version as the source of truth. Add an owner and review date to every SOP. Review procedures after a menu change, equipment purchase, health inspection finding, or service problem.
The Loom-First Approach
Use a phone or Loom recording to capture yourself performing the task. Record a manager opening the pub, a chef receiving produce, or a bartender closing the register. Explain what you are checking and why. A five-minute video often captures details that are easy to miss in writing.
Then turn the recording into a short written checklist with photos. Keep the video as a training aid, not as the only version of the procedure. Staff need a fast reference during a busy shift.
Building a Culture of Self-Reliance
Teach employees to check the SOP vault before asking a routine question. Managers should still make safety and service decisions, but they should not be the only source of basic knowledge. Ask, "Which procedure did you check?" and invite the employee to suggest an update when the SOP is unclear.
Track whether the team actually uses the procedures. Review completed opening and closing checklists, spot-check food safety logs, and discuss missed steps at pre-shift meetings. When SOPs are current and easy to find, service becomes more consistent, training gets faster, and the owner can spend less time solving repeat problems.
⚠️ The Industry Trap
Restaurant and pub owners often believe verbal training is faster. It feels efficient during a busy opening week, but it creates a fragile operation. Imagine the owner personally explains the Friday close to every bartender: count the till, record comps, lock the liquor room, and send the cash report. When the owner is sick, the closing manager guesses. The report is late, a shortage goes unexplained, and the next shift starts without a clear handoff.
The same problem appears in prep, allergen handling, cleaning, and guest recovery. Each employee hears a slightly different version. The answer is not more talking. Record the task, write the steps, assign responsibility, and make the procedure available where the work happens.
📊 The Core KPI
🛑 The Bottleneck
The usual bottleneck is not writing. It is finding time and ownership to turn unwritten habits into usable procedures. An owner may spend the morning solving a supplier issue, the afternoon covering the floor, and the evening answering questions about closing. Nothing gets documented, so the same questions return every week.
Assign a shift manager, kitchen manager, or operations lead to own the SOP project. Have that person interview the owner and experienced staff, record the task, and test the draft with someone new. Start with procedures that protect guests and cash. A manager who documents the bar close, delivery receiving, and opening checklist can remove repeated questions from every service and make delegation possible.
✅ Action Items
1. **List the critical work:** Create a list of opening, closing, prep, service, cash, safety, and cleaning tasks. Mark the ten tasks that create the most mistakes or owner interruptions.
2. **Record the real process:** Use Loom or a phone to film the chef receiving a delivery, the bartender closing Toast POS, or the manager completing the pre-service walk-through. Explain quantities, standards, and common errors.
3. **Turn recordings into checklists:** Ask a manager to write the steps in Google Docs, Notion, or a shared Drive folder. Add photos for plating, portion sizes, equipment settings, and cleaning standards.
4. **Test and revise:** Give the checklist to a different employee during a quiet shift. Correct unclear steps and confirm that the process supports food safety, cash control, service speed, and the target food cost percentage.
5. **Train and audit:** Review one SOP at each pre-shift meeting. Use completed checklists and manager spot-checks to confirm the standard is followed. Set a review date whenever the menu, POS setup, supplier, or staffing model changes.
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