Strategy & Financial Performance

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


Dashboard Template

Daily Financial Dashboard (template & setup guide)

A ready-to-deploy daily financial dashboard that puts the right sales, covers, labor%, and food cost signals in front of managers — with clear KPI definitions, visual layout recommendations, sample formulas, step-by-step POS data-mapping notes, an implementation checklist, and a troubleshooting guide for common mismatch issues.

Members:
Journey

90-Day Profit Rescue Plan (cross-functional sequence)

A practical, role-assigned 90-day sequence to produce measurable profit improvement by coordinating fast financial wins across menu, labor, purchasing, and waste reduction. Includes a clear week-by-week plan, daily/weekly KPIs, a repeatable weekly huddle agenda, an experiment plan template, a change log approach, and guidance for measuring contribution margin impact.

Members:
Journey

90-Day Profit Sprint: Cross-Functional Improvement Journey

A prioritized, time-boxed 90-day program that guides cross-functional teams through diagnosing profit levers, running measurable experiments, scaling wins, and embedding sustainable standard work. Includes a week-by-week plan, a repeatable experiment template, suggested KPIs, example experiments, and a quick-start checklist to help teams produce measurable margin improvement.

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Playbook

Quarterly Strategy & Review Playbook

A repeatable, restaurant-focused quarterly review playbook with meeting agenda, pre-read checklist, scorecard review flow, red-yellow-green trigger guidance, experiment review template, decision rules for investments and menu changes, and an action follow-up tracker.

Members:
Journey

90‑Day Profit Improvement Workbook — Cross‑Functional Plan, Agendas & Trackers

A practical, editable workbook and meeting cadence to run a focused cross‑functional 90‑day profit improvement program. Includes a sprint-style structure, KPI huddle and experiment-review agendas, ready-to-use trackers for KPIs, experiments, owners and risks, and a short communications and recognition plan to keep staff engaged.

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