Strategy & Financial Performance

Financial planning, profitability, and strategic decision-making to run a sustainable food business.


Checklist

Profitability Diagnostic Worksheet

An interactive diagnostic worksheet that guides a quick sanity check of your P&L, inspects high-variance cost categories (food, labor, waste, utilities) with focused diagnostic questions, captures suggested data sources, and records 30/60/90-day improvement hypotheses with owner assignments and priorities.

Members:
Checklist

Profitability Diagnostic Checklist

A practical, step-by-step checklist to rapidly identify the highest-impact profit leaks across sales mix, food cost, labour, inventory shrink, suppliers and schedules — and to create immediate owner-assigned fixes with a 30/60/90 follow-up plan.

Members:
Audit

Restaurant Profit Diagnostic: 60-minute cross-functional check

An interactive, guided 60-minute audit that helps cross-functional teams rapidly identify the top 5 profit leaks, score risk areas, record evidence, and assign owners with measurable 30/60/90 day impact estimates.

Members:
Audit

Profit Leak Diagnostic (structured audit)

Structured, saveable audit that walks operators through sales, food cost, labor, shrink, and promotion checks, captures evidence, and produces prioritized actions with estimated monthly margin impact. Includes scoring rubrics, guidance for quick calculations, and a recommended action list grouped by quick wins, owner actions, and deeper investigations.

Members:
Audit

Operational Audit: End-to-End Diagnostic (cross-functional checklist)

A reusable, interactive cross-functional audit for diagnosing common operational failure modes from guest arrival through post-service accounting. Includes section-level rating scales, observations, red-flag markers, recommended corrective actions, owner and target-date fields, scoring guidance, and follow-up workflow fields. Designed for quarterly audits, pre-expansion due diligence, and ongoing continuous improvement.

Members: