Menu Knowledge Checklist
Menu Ingredients & Sourcing
The FDA Big 9: milk, eggs, fish, shellfish, tree nuts, peanuts, wheat, soy, sesame. For each menu item, mark which allergens are present and which are cross-contact risks (shared fryer oil, shared cutting board, flour dust). The allergen-aware manager on shift will spot-check this before you take an allergy ticket.
Guests ask. Know which farm or distributor supplies the steak, the fish (and whether it's wild vs. farmed), the eggs, and the seasonal produce. The chef's sourcing notes live in the BOH binder — read them, don't guess.
Dish Preparation & Plating
Spend 90 minutes on the line before service — sauté, grill, garde manger. Watch each station fire a ticket so you understand cook times before you quote them at the table.
Steaks at temp, the risotto, and anything from the wood oven all run long. Memorize the long-tickets so you can warn a four-top before they sit waiting and fire a complaint to OpenTable.
If a runner drops a plate at your table that's missing the microgreens or the lemon wedge, you should catch it before the guest does. Walk the pass with the expediter and review the plating photos in the BOH binder.
Beverage Pairings
Schedule a 30-minute tasting with the sommelier or beverage director covering every by-the-glass pour. Take notes on body, acid, tannin, and the dish each one is meant to sit alongside.
For each entree, know one wine pairing and one cocktail or N/A pairing. Guests who don't drink wine still want a recommendation — a zero-proof option that complements the dish raises check average and beats a shrug.
Spirit base, sweetness, citrus, bitterness — describe each cocktail in one sentence a guest can picture. "It's good" is not a description. The bartender will run you through the build for any cocktail you can't place.
Special Diets & Modifications
For each diet — vegan, vegetarian, gluten-free, dairy-free — list every menu item that qualifies as-is and every item that qualifies with one substitution. Gluten-free in particular: confirm with the sous whether the kitchen is celiac-safe or gluten-friendly (shared fryer = gluten-friendly only).
Walk through the allergy-flag procedure: ring it in as an allergy modifier (not a note), expo calls it on the line, dedicated cutting board and tongs, gloves changed, separate fryer or pan. The allergen-aware manager (PCFP or AllerTrain) signs off before the plate leaves the pass.
Pull the updated spec sheet and confirm which substitutions still apply. A new sauce on a returning dish often means the GF or DF status flips — the most common source of misfired allergy tickets after a menu change.
Pricing & Upselling
Base prices, add-protein upcharges, premium-pour upcharges, and split-plate fees. Guests notice when a server fumbles the price of a $58 ribeye — it reads as inexperienced and weakens the upsell.
Two scripted, dish-specific suggestions per service: one app suggestion when ordering entrees, one dessert suggestion when clearing entrees. "Would you like dessert?" is a closed question; "Our pastry chef just put the brown-butter tart on for the season — should I bring two forks?" lifts PPA by $4-8.
For tables of 3+, a bottle is usually less than three glasses. Know the price break for the top six BTG wines so you can offer the bottle without doing math at the table.
Seasonal Specials & Sign-Off
Specials get tasted at the pre-shift lineup. If you haven't tasted it, you can't sell it — pull the chef aside before the meeting if you missed the lineup tasting.
Inspiration, a key technique, the source of the headline ingredient — one or two sentences a guest can repeat to their tablemate. Specials sell on story, not adjective lists.
The GM or AGM picks five random items and asks: ingredients, allergens, prep, pairing, price. A miss on allergens is an automatic re-test before you can take a section.
Use this template in Manifestly
- Restaurant Hiring Checklist
- Restaurant Security Checklist
- Weekly Staff Scheduling Checklist
- Restaurant Closing Checklist
- Manager Daily Walkthrough
- Restaurant Opening Checklist
- Restaurant Employee Termination Checklist
- Restaurant Maintenance Checklist
- Food Safety Checklist
- Server Side Work Checklist
- Restaurant Closing Cleaning Checklist
- Weekly Inventory Management Checklist
- Daily Kitchen Cleaning Checklist
- Pre-Shift Meeting Checklist
- Staff Training Checklist
- Restaurant Opening Checklist
- Restaurant Inventory Count Checklist
- Restaurant Closing Checklist
- Restaurant Equipment Maintenance Checklist
- Food Safety and Hygiene Checklist
- Restaurant Employee Onboarding Checklist
- Front-of-House Operations Checklist
- Restaurant Cleaning Checklist
- Bar Opening and Closing Checklist
- Food Prep Checklist
- Table Setting and Presentation Checklist
- Food Waste Log Checklist
- Workplace Safety and Ergonomics Checklist
- Restaurant Bathroom Cleaning Checklist
- Cash Handling and Management Checklist
- Customer Service Excellence Checklist
- Food Ordering and Receiving Checklist
- Employee Termination Checklist
- Takeout and Delivery Service Checklist
- Morning Prep Checklist
- Perishables Stocking Checklist
- Restaurant Opening Checklist
- Food Allergy and Special Diets Checklist
- Kitchen Closing & Cleanup Checklist
- Restaurant Cross-Training Checklist
- Recipe Consistency Checklist
- Guest Experience Checklist
- Kitchen Deep-Clean Checklist
- Restaurant Safety Training Checklist
- Food Storage Checklist
- Staff Uniform Checklist
- Work Schedule and Shift Swap Checklist
- Table Setting Checklist
- Promotion and Discount Checklist
- Restaurant Tax Preparation Checklist
- Staff Training Program Checklist
- Food Presentation and Plating Standards Checklist
- Restaurant Closing Checklist
- Security System Check Checklist
- Beverage Quality Checklist
- Restaurant Insurance Review Checklist
- Restaurant Quality Control Checklist
- Wine and Beverage Inventory Checklist
- Annual Business Goals Review Checklist
- Employee Scheduling and Labor Management Checklist
- Restaurant HR Compliance and Record-Keeping Checklist
- Restaurant Partnership and Collaboration Checklist
- Supplier and Vendor Evaluation Checklist
- Daily Specials and Menu Update Checklist
- Weekly Cleaning Checklist
- End-of-Day Sales Reconciliation Checklist
- Daily Cleaning Checklist
- Prep Station Setup Checklist
- Vendor Order Checklist
- Monthly Maintenance Checklist
- Order Accuracy Checklist
- Restaurant Payroll Processing Checklist
- Restaurant Technology Backup Checklist
- Private Event & Buyout Planning Checklist
- Restroom Refresh and Inspection Checklist
- Reservation Management Checklist
- Guest Complaint Resolution Checklist
- Service Timing Checklist
- Pre-Shift Employee Health Screening Checklist
- Health and Safety Compliance Checklist
- Health Inspection Readiness Checklist
- New Menu Item Development Checklist
- Restaurant Marketing and Promotion Checklist
- Restaurant Reservation Management Checklist
- Restaurant Emergency Procedures Checklist
- Point of Sale System Management Checklist
- Customer Feedback and Resolution Checklist
- Monthly Budget Review Checklist
- Restaurant Permit and Licensing Renewal Checklist
- Restaurant Event Planning Checklist
- Inventory Reconciliation Checklist
- Restaurant Technology Systems Checklist
- Restaurant Remodeling and Maintenance Checklist
- Kitchen Equipment Start-Up Checklist
- Restaurant Sustainability Practices Checklist
- Menu Engineering and Profitability Checklist
- Front-of-House Opening Checklist
- Front-of-House Shutdown Checklist
- Non-Perishables Restocking Checklist
- Food Safety Compliance Checklist
- Portion Control Checklist
- Beverage Restock Checklist
- New Hire Paperwork Checklist
- Restaurant Social Media Strategy Checklist
- Customer Loyalty Program Checklist
- Restaurant Policy Update Checklist
- POS System Update Checklist
- Supply Quality Checklist
- Kitchen Equipment Calibration Checklist
- Restaurant New Hire Checklist
- Uniform and Appearance Standards Checklist
- Restroom Cleaning Checklist
- Restaurant Employee Training Checklist
- Equipment Safety Checklist
- Daily Inventory Checklist
- Daily Prep Task Checklist
- Food Storage and Rotation Checklist
- Server Customer Service Training Checklist
- Guest Feedback Collection Checklist
- Digital Menu Update Checklist
- Taste Testing Checklist
- Employee Performance Review Checklist
- Restaurant Licensing Renewal Checklist
- Restaurant Marketing Plan Checklist
- Monthly Restaurant Inspection
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