Examples of working documents
A cost record helps you judge a dish. An action plan gives someone responsibility for the change. These examples show how the documents support decisions and daily work.
The examples are illustrative. They do not describe completed client projects or claim measured results.
A recipe and cost record.
Illustrative method · Menu and cost control
Recipe quantities and costs
- Starting information
- Ingredients and allergen specifications, purchase units, current prices, yields and agreed portions.
- Working document
- A record of quantities, recipe allergens, preparation instructions and the cost per batch and portion.
- How it is used
- Which recipes, purchase specifications or portion standards need attention.
- Maintaining the document
- Assign an owner for price updates, recipe changes and version checks.
A kitchen improvement plan.
Illustrative method · Operating review
Actions from a kitchen review
- Starting information
- Kitchen and service observations, stock movements, team input and relevant operating records.
- Working document
- A finding, the observation supporting it, an agreed action, an owner and a review point.
- How it is used
- Which changes to workflow, supply routines or responsibilities should happen first.
- Maintaining the document
- Review implementation and measure relevant outcomes against an agreed baseline.
An opening readiness plan.
Illustrative method · Project development
Tasks to complete before opening
- Starting information
- The concept, menu, kitchen and storage requirements, supplier arrangements, team and systems brief.
- Working document
- A checklist of decisions, food safety preparation, trials, training and handovers, with dates and responsible people.
- How it is used
- What must be resolved before the next opening milestone.
- Maintaining the document
- Update responsibilities and acceptance criteria as the project develops.
Discuss your project
Tell us which part of the operation needs attention.