Published 25 Apr 2024
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4 min read
What is a Server Training Checklist?
A server training checklist specifies the essential skills and tasks needed to provide excellent service in restaurant settings. It serves not only as a training tool for new hires but also as a refresher for present staff. This checklist covers activities related to restaurant operations, customer service, and specific job responsibilities.
Why Use a Checklist for Server Training Sessions
Server training consists of a multitude of tasks that new hires need to master, from restaurant policies and food safety to service etiquette and problem resolution. A checklist is an excellent reference guide for training managers, as it organizes these activities in a single document. This, in turn, allows training teams to carry out sessions more systematically.
In particular, this training checklist offers the following advantages:
Structure – The checklist serves as a framework that covers all necessary topics and tasks during the training session, preventing essential aspects from being overlooked.
Consistency – Following the contents of this checklist ensures all servers receive the same information and skills, regardless of who conducts the training. This, in turn, can make it easier for them to follow instructions, leading to fewer errors, reduced waiting times, and overall efficiency when they start their practice.
Progress – A server training checklist sets the starting points against which the new hire will be evaluated. This way, trainers and trainees can track their progress and find areas that require additional support or training.
Standardization – A checklist can also help establish and maintain consistent service standards throughout the restaurant. By adhering to the same practices and procedures, guests can enjoy a seamless dining experience whenever they visit your restaurant.
Reference – Lastly, servers can always refer to this tool even after their initial training to refresh their knowledge or review specific procedures.
Essential Components
A server training checklist should cover the following key components:
Server Training Checklist Sample PDF Report | SafetyCulture
Restaurant guidelines and policies – found in the server training manual
Menu knowledge – abbreviations and descriptions of menu items, alcoholic beverages, and dietary considerations
Order-taking and Point-of-Sale (POS) system – ringing customer orders and operating the POS machine
Serving etiquette – guest greeting, food and drink delivery, refills and second orders, guest check-backs
Table setting and maintenance – tableware and order assembly, bussing procedure
Upselling and customer recommendations – suggestive selling techniques for additional items, specials, or upgrades
Payment billing and processing – writing food and bar checks, timely delivery and closing of customer checks
Safety and hygiene – food safety guidelines, personal hygiene, and safe food storage and handling procedures
Collaboration and teamwork – coordination with kitchen staff, rapport building with guests
Other considerations – good knowledge and grasp of sidework tasks
Implementing Effective Server Training Programs
After learning the activities to include in your checklist, it’s time to integrate this knowledge into your server training program. Here are the steps for creating and carrying out training programs effectively in restaurant settings:
Specify the goals and learning outcomes to achieve during the training program.
Develop a detailed training plan outlining the tasks to be covered, the training approach, and the timeline for each activity or area.
Prepare the materials to be used, including manuals, handouts, and visual aids. Ensure they’re clear, concise, and engaging.
Select experienced trainers with excellent communication skills and in-depth knowledge of the restaurant’s operations, service procedures, and menu offerings.
Introduce the servers to the restaurant’s culture, policies, and best practices, alongside an overview of what they can expect from the day’s session.
Combine theoretical and hands-on training methods to help servers understand and apply their knowledge in real-world situations.
Assign new servers a mentor to guide them in the process, answer questions, provide constructive feedback, and address any concerns.
Assess the servers’ progress and adjust your approach based on the identified areas for improvement.
