Checklist template

Food and beverage promotion in hotels

A ready-to-use checklist with 108 items in 6 sections, covering Restaurant promotion, Bar promotion, Elevator and room materials, Menus, Upselling, Seasonal offers. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 108 Items
  • 89 Yes / No checks
  • 6 Scored ratings
  • 119 Points

Use this template How audits work

1. Restaurant promotion 17 items

  1. The restaurant's name, opening hours and location are displayed at the front desk or on the lobby screen Yes / No 1 pt
  2. Breakfast hours and price, or its inclusion in the rate, are stated on the key packet or told at check-in Yes / No 1 pt
  3. The front desk agent mentions the restaurant by name during the check-in observed Yes / No 1 pt
  4. The agent offers to book a dinner table for the guest Yes / No 1 pt
  5. A sign or menu stand at the restaurant entrance is visible from the lobby or main corridor Yes / No 1 pt
  6. The current dinner menu is posted at the restaurant entrance Yes / No 1 pt
  7. The sign at the restaurant entrance tells guests whether to wait to be seated Yes / No 1 pt
  8. The restaurant's current feature (chef's special, themed night, brunch) is promoted outside the restaurant, on the lobby screen or at the front desk Yes / No 1 pt
  9. The concierge or front desk recommends the hotel restaurant first when a guest asks where to eat Yes / No 1 pt
  10. The restaurant's listing on the hotel website shows the menu and hours now in effect Yes / No 1 pt
  11. Reservation by phone extension, QR code or app is explained on in-house promotional pieces Yes / No 1 pt
  12. The restaurant is promoted to meeting and event attendees on the event floor Yes / No 1 pt
  13. Photography used for the restaurant shows dishes that are on the current menu Yes / No 1 pt
  14. Local residents are targeted by at least one current promotion (street-facing sign, social media post, neighborhood offer) Yes / No 1 pt
  15. Dinner covers served last night Number
  16. Share of last night's dinner covers that were in-house guests (%) Number
  17. Visibility of the restaurant to a guest between the entrance, the front desk and the elevator Rating
    • Seen and understood without asking 5 pts
    • Present but easy to miss 3 pts
    • No sign of a restaurant 1 pt

2. Bar promotion 16 items

  1. Bar opening hours are posted at the bar entrance and match the hours in the guest directory Yes / No 1 pt
  2. The happy hour or daily feature is displayed with its days, hours and prices Yes / No 1 pt
  3. Happy hour content and wording follow local alcohol advertising regulation Yes / No 1 pt
  4. The cocktail list on the bar is the current version, clean and unstained Yes / No 1 pt
  5. Signature cocktails are named and described on the list, not only listed by spirit Yes / No 1 pt
  6. Featured spirits and wines are displayed on the back bar at eye level with labels facing the guest Yes / No 1 pt
  7. A non-alcoholic cocktail or beer is promoted alongside the alcoholic features Yes / No 1 pt
  8. Bar snacks and the bar food menu are presented with the first drink Yes / No 1 pt
  9. The bartender names the feature drink when greeting the guest observed Yes / No 1 pt
  10. Events at the bar (live music, game nights, tastings) are announced in the lobby and the elevators on the day Yes / No 1 pt
  11. Supplier-provided promotional items (coasters, mats, table tents) are limited to brands in the current beverage program Yes / No 1 pt
  12. Draft beer tap handles match the beers actually on tap Yes / No 1 pt
  13. The bar's lighting and music are switched to the evening setting at the time the standard states Yes / No 1 pt
  14. Guests in the lobby seating area are offered bar service where the license allows it Yes / No 1 pt
  15. Feature cocktails sold yesterday Number
  16. Promotion of features at the bar Rating
    • Displayed and suggested by the bartender 5 pts
    • Displayed only 3 pts
    • No feature visible or mentioned 1 pt

3. Elevator and room materials 19 items

  1. Each elevator cab frame holds the current food and beverage insert Yes / No 1 pt
  2. Elevator inserts are the same version in every cab Yes / No 1 pt
  3. The elevator insert shows hours and the floor or location of the outlet Yes / No 1 pt
  4. The in-room dining menu in rooms sampled is the current version Yes / No 1 pt
  5. The in-room dining menu is clean, with no stains, tears or handwritten changes Yes / No 1 pt
  6. The in-room dining menu states the ordering hours and the extension or QR code to order Yes / No 1 pt
  7. The in-room dining menu states the delivery charge and the service charge Yes / No 1 pt
  8. The QR code for in-room ordering opens the current menu on a phone Yes / No 1 pt
  9. The breakfast door-hanger order card, where used, is in place in the rooms sampled Yes / No 1 pt
  10. The television welcome screen or in-room tablet shows the restaurant and bar with current hours Yes / No 1 pt
  11. The key card sleeve or key card carries a food and beverage offer or the restaurant's name Yes / No 1 pt
  12. The desk card or tent card in the room promotes one current offer only, with an end date still ahead Yes / No 1 pt
  13. The minibar price list in the rooms sampled is the current version Yes / No 1 pt
  14. Room materials contain no reference to an outlet that has closed or been renamed Yes / No 1 pt
  15. Fitness center, pool and spa areas display the menu or QR code for service to those areas where it is offered Yes / No 1 pt
  16. Food and beverage materials are a line on the housekeeping room inspection checklist Yes / No 1 pt
  17. Rooms sampled for in-room materials Number
  18. Rooms sampled with missing or outdated food and beverage materials Number
  19. Food and beverage materials in elevators and guest rooms Rating
    • Current and complete in every location sampled 5 pts
    • Missing or worn in some locations 3 pts
    • Outdated or absent 1 pt

4. Menus 18 items

  1. Menus handed to guests in the restaurant are the current version Yes / No 1 pt
  2. Menus are clean and free of creases, stains and peeling covers Yes / No 1 pt
  3. Featured or high-margin dishes are highlighted by a box, an icon or their placement, as the menu design specifies Yes / No 1 pt
  4. Local or signature dishes are identified on the menu Yes / No 1 pt
  5. Menu descriptions name the main ingredients and the cooking method Yes / No 1 pt
  6. Vegetarian, vegan and gluten-free choices are marked with a symbol and a legend Yes / No 1 pt
  7. An allergen statement invites guests to inform their server, as required by local regulation and company policy Yes / No 1 pt
  8. Menu prices match the prices in the point-of-sale system for five items sampled Yes / No 1 pt
  9. Taxes, service charges and automatic gratuities are stated on the menu as local regulation requires Yes / No 1 pt
  10. For three wines sampled, the vintage on the wine list matches the bottle in stock Yes / No 1 pt
  11. Wines by the glass are listed with the glass size Yes / No 1 pt
  12. The dessert menu or dessert card is presented separately after the main course Yes / No 1 pt
  13. The children's menu is available and offered to tables with children Yes / No 1 pt
  14. The digital menu behind the QR code matches the printed menu in items and prices Yes / No 1 pt
  15. No menu item is crossed out, covered with a sticker or marked "not available" by hand Yes / No 1 pt
  16. Menus in a second language are available where the property's market requires them Yes / No 1 pt
  17. Menu items unavailable at the time of the visit Number
  18. Condition and accuracy of menus Rating
    • Current, clean and correctly priced 5 pts
    • Current with worn copies or one price error 3 pts
    • Outdated, dirty or several errors 1 pt

5. Upselling 18 items

  1. The server offers a specific drink by name, not "anything to drink?" Yes / No 1 pt
  2. Bottled still or sparkling water is offered before tap water is poured, where company policy calls for it Yes / No 1 pt
  3. The server suggests an appetizer or a shared starter by name Yes / No 1 pt
  4. The server recommends a wine or beverage pairing with the main course ordered Yes / No 1 pt
  5. A second drink is offered when the first is nearly finished, without the guest having to call the server Yes / No 1 pt
  6. Premium spirit choices are offered when a guest orders a mixed drink without naming a brand Yes / No 1 pt
  7. Side dishes or add-ons are suggested with dishes that are sold without them Yes / No 1 pt
  8. Dessert, coffee or an after-dinner drink is offered to every table observed Yes / No 1 pt
  9. At breakfast, upgrades not included in the rate (fresh juice, specialty coffee, cooked-to-order items) are offered with their price Yes / No 1 pt
  10. The in-room dining order taker suggests a beverage or dessert with each order heard Yes / No 1 pt
  11. The front desk offers the breakfast add-on to guests whose rate does not include breakfast Yes / No 1 pt
  12. Servers asked could describe today's feature and its price without checking Yes / No 1 pt
  13. Servers asked could name two wines by the glass and what they go with Yes / No 1 pt
  14. The pre-shift briefing today covered the item to push and any sold-out items Yes / No 1 pt
  15. Standings of the current upselling contest or incentive are posted in the back of house Yes / No 1 pt
  16. Average check per cover at dinner last week (dollars) Number
  17. Beverage sales as a share of restaurant sales last week (%) Number
  18. Suggestive selling by the servers and bartenders observed Rating
    • Specific suggestions at every stage of the meal 5 pts
    • Suggestions at one or two stages 3 pts
    • Order-taking only 1 pt

6. Seasonal offers 20 items

  1. The current seasonal menu or offer was launched on the date in the food and beverage marketing calendar Yes / No 1 pt
  2. Promotional materials for the previous season have been removed from every location Yes / No 1 pt
  3. The seasonal offer is promoted in the lobby, the elevators and the outlet itself Yes / No 1 pt
  4. Seasonal dishes promoted are available in the kitchen today Yes / No 1 pt
  5. The seasonal offer is loaded in the point-of-sale system under its own button so sales can be tracked Yes / No 1 pt
  6. The next holiday meal (Thanksgiving, Christmas, New Year's Eve, Mother's Day brunch) is promoted by the lead time set in the marketing calendar Yes / No 1 pt
  7. Holiday meal bookings are tracked against capacity on a reservation sheet or system Yes / No 1 pt
  8. The patio, terrace or pool bar is promoted in the lobby during its open season Yes / No 1 pt
  9. Seasonal cocktails use a printed insert or card in the brand template Yes / No 1 pt
  10. Packages that combine a room with dining (dinner package, brunch package) are bookable on the hotel website Yes / No 1 pt
  11. Local events (festivals, games, concerts) have a matching offer or extended hours in the outlets Yes / No 1 pt
  12. Group and banquet clients receive the seasonal catering menu from the sales team Yes / No 1 pt
  13. Results of the last seasonal offer (units sold, sales) were reviewed by the food and beverage manager Yes / No 1 pt
  14. The next seasonal offer has its materials ordered or in production Yes / No 1 pt
  15. Launch date of the current seasonal offer Date
  16. End date of the current seasonal offer Date
  17. Units of the seasonal feature sold last week Number
  18. Name of the food and beverage manager Short text
  19. Overall promotion of food and beverage across the property Rating
    • Consistent and current everywhere 5 pts
    • Uneven between areas 3 pts
    • Little promotion outside the outlets 1 pt
  20. Corrective actions required Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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