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Most documents are available in your choice of file formats. Docs you might prefer to edit are furnished in Microsoft Word (.docx) or in Excel (.xlsx) format. Docs you may prefer to use as-is are furnished as Adobe Reader (.pdf) files.


A handful of documents are available only as PDF files because they were produced in specialized design applications that don’t convert into Word or Excel. Feel free to use these documents as models in developing your own versions or ask me to modify them for you.

Links to download documents will be live by 2/24/20



Your Power, Potential & Opportunity

as a Prepared Foods Leader

Foodservice Director Job Description

  • Foodservice Leader JD.docx

Deli Program Assessment & Action Plan

  • Program Assess Action Plan.pdf

Structuring For Success:

Organizing Your Kitchen Brigade


Typical Foodservice Labor & My Plan

  • Typical Labor & Plan-8.xlsx

  • Typical Labor & Plan-7.pdf

Foodservice Labor Productivity & PVPH Calculator

  • PVPH Calculator-9.xlsx

  • PVPH Calculator-9-HandCalc.pdf

Shift Leader Shift Description

  • SL Shift Description-5.doc

Shift Leader Manual

  • Shift Leader Manual-2.docx

  • Shift Leader Manual-2.pages

Foodservice Leadership Weekly Schedule

  • Deli Leaders Weekly Schedule-3.pdf

Sales Growth Needed for Target Labor Calculator

  • Sales Growth Needed to Meet Target Labor-6.xlsx

Labor Forecaster & Analyzer

  • Labor Forecaster-1.xlsx

Deli Scheduling Template

  • Staff_Sked_Template-6.xlsx (Updated 5/3/18)

Schedule Request Forms

  • Schedule Request Forms-4.pdf


Scheduling Policy Example

  • Scheduling Policy.docx


New Hire 1st Day Check-In

  • New Hire 1st Day Check In-3.xlsx

Fresh Product Ideas & Trends

  • Movie File: Fresh Product Ideas & Trends.m4v

Essential Systems

Production Planning & Analysis Principles:

  • Production Planning Principles-1.pdf

Production Planning & Analysis, Part 1:

Prep & Production Trigger & Batch Lists

  • Prep & Production Trigger & Batch List Examples.xlsx


Production Planning & Analysis, Part 2:

Prep & Production Schedules

  • Prep & Production Schedule Examples.xlsx


Production Planning & Analysis, Part 3:

Margin Master

  • Margin Master-8.xlsx (File Updated 12/2/16)


Other Essential Systems Documents:

Salad Bar Prep List Examples

  • Salad Bar Prep List Examples.xlsx


Weekly G&G Entree Record Form

  • Weekly G&G Entree Record Form.xlsx

  • Weekly G&G Entree Record Form.pdf


Waste Log

  • Waste Log-15.xlsx

  • Waste Log-15.pdf


Pastry & Dessert Tracking Form

  • Pastry & Dessert Tracking-4.xlsx

  • Pastry & Dessert Tracking-4.pdf


Pastry & Dessert Margin Analysis

  • Pastry & Dessert Margin Analysis-2.xlsx


Kitchen Buyer’s Vendor Ordering



  • Buyer Ordering Schedule.xlsx


Out of Stock List

  • Out of Stock List-2.xlsx

  • Out of Stock List-2.pdf


Equipment Attention List

  • Equipment Attention List.xlsx


Receiving Log

  • Receiving Log-5.xlsx

  • Receiving Log-5.pdf


Kitchen Transfer Log & Summary

  • Kitchen Transfer System-10.xlsx

  • Kitchen Transfer System-10.pdf


Credit Log

  • Credit Log-6.xlsx

  • Credit Log-6.pdf

Developing Successful New Products

Recipe Development & Documentation Policy

  • Deli Recipe Policy-7.docx


New Foodservice Item Introduction Form

  • New Item Intro Form-7.docx

  • New Item Intro Form-7.pdf



Recipe Costing & Margin Pricing

Kitchen Cost-Out & Item Entry Form

  • New Kitchen Item Form-11.xlsx

  • New Kitchen Item Form-11.pdf


Recipe Cost-Out Form (Basic)

  • Recipe Cost Out Short Form Blank.xlsx

  • Recipe Cost Out Short Form Blank.pdf


ngredient & Recipe Change Form

  • Ingredient & Recipe Change Form.xlsx


Costing System Ingredient Template

  • Costing System Ingredient Template Example.xlsx


Weight-to-Volume Cost-Out Cheat



  • Cost Out Cheat Sheet-5.xlsx

  • Cost Out Cheat Sheet-5.pdf


Typical Prepared Foods Margin Bell Curve

  • Movie File: Deli Margin Bell Curve (Excerpt).m4v

Foodservice Financials

Critical Grocery Financials Formulae

  • Grocery Formulae-15.pdf


Deli Typical Operating Budget

  • Deli Typical Operating Budget.pdf


Foodservice Financial Case Study

  • Deli Case Study-2.xlsx (File Updated 5/8/15)

  • Deli Case Study-2.xlsx.pdf (File Updated 5/8/15)


Sales Growth Needed for Target Labor Calculator​


Labor Forecaster & Analyzer

  • Labor Forecaster-1.xlsx


Glossary Purchasing Terms

  • Glossary Purchasing Terms-4.docx

  • Glossary Purchasing Terms-4.pdf


Margin Troubleshooting Guide

  • Margin Troubleshooting Guide-1.docx


Commissary Margin Plans

Snappy Sandwiches

Sandwich Menu Costing & How-To Template

  • Sandwich Menu Template-7.xlsx

Blazing Hot Foods

Soup Menu Rotation & Plan-O-Gram

Hot Chicken Case Plan-O-Gram

  • Hot Chicken Case POG-1.xlsx


Hot Bar 5-Well POG + Prep Plans (Example)

  • Hot Bar, 5-Well POG + Plan-1.xlsx


Hot Bar Plan-O-Gram Forms (Blank)

  • Hot Bar Example POG-9.pdf

Hot Bar Job Responsibilities

  • Hot Bar Job Respons-4.docx


Hot Bar Chef’s Entree Repertoire Record

  • Hot Bar Chef Entree List.xlsx

  • Hot Bar Chef Entree List.pdf


Hot Bar Daily Cost Out & Margin Study

  • Hot Bar Daily Cost Out & Margin Study-4.xlsx


Pizza Program Costing & Pricing Spreadsheet

  • Pizza Costing & Pricing-9.xlsx



Making Grab & Go, GO!

Service Labor Math: Grab & Go Vs. Service Case

  • The Math of G&G Vs Service Case-1.pdf


Grab & Go Product Categories & Plan-O-Grams

  • GrabGo POG-10.xlsx

  • G&G 8-Ft Product POG-10.pdf


Packaging List

  • Packaging Log-A, APS.xls

  • Packager List-B, MOC.xlsx 


Service, Merchandising, &tc.

Full-Service Case Strategies

  • Full-Service Case Strategies.docx

  • Full-Service Case Strategies.pdf


Deli Service Operations Manual, Example

  • Example Deli Staff & Ops Manual-9.docx


Downtime Duties Lists

  • Downtime Duties Lists.docx


Catering / Special Order Form

  • Catering Order Form-Paper-7.pdf

Deli Mission & Policy Handbook

  • ORC Deli Mission & Policy.docx


Weekly Cleaning List Examples & Templates

  • Cleaning, Weekly Skeds-6.xlsx


Foodservice Safety & Sanitation Handbook

  • Sanitation Manual-8.docx

  • Sanitation Manual-8.pdf


Thermometer Calibration Log

  • Thermometer Calibration Log.xls

  • Thermometer Calibration Log.pdf


Foodservice Leadership Meeting Agenda Form

  • Deli Leaders Mtg Agenda Forms-5.xlsx

  • Deli Leaders Mtg Agenda Forms-5.pdf


Recipe Costing


The Book Of Yields: (PDF, $9)

Ecological Product Packing Materials

G&G Merchandising Smallwares

Chlorine-Free Peroxide Sanitation Products

Missing A Page?

Click here to request a Workbook document


Please remember these materials are for your exclusive use within the company that sent you to DeliOps. Please feel free to share these materials with colleagues in your company -- but do not share them with any other company, organization, network, list-serve, library or other entity without my express permission.


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