STAGE 1 / 5Testing the idea
Will specific people pay for this specific meal, and can the numbers work at all?
Learn the money basics
Every later task uses percentages of sales. Ten minutes here prevents a year of arguing about numbers you cannot check.
Produce: Your own worked example of labor %, food cost %, occupancy % and the sales a target requires, using numbers for your concept.
Restaurant math from zero (English and Spanish)
Test a specific customer and meal
A neighborhood does not need a restaurant; particular people need a particular meal at a particular time and price.
Produce: A paid-test record: who bought, what, at what price, what it cost you, what they said and who came back. Friends and free samples listed separately.
Does this neighborhood need your restaurant?
Cost the opening menu
A menu that is too complicated for the kitchen or too cheap for the ingredients fails before the first review.
Produce: Weighed recipes with measured yields, plate cost, food cost % and packaging cost by channel for every opening item.
Depends on: Learn the money basics.
Recipe food cost calculator
Build a sales forecast from service periods
A monthly sales number nobody can trace to Tuesday lunch is a wish. Orders per service period can be checked against capacity.
Produce: Orders and average order by day and service period, a monthly total, and the break-even sales those costs require.
Depends on: Cost the opening menu.
How many orders does your restaurant need?
STAGE 2 / 5Planning the money
What does the operation cost each week, what does opening cost, and where does the cash come from?
Build realistic coverage and pay
Labor is decided by who is on shift when, not by a percentage. Overtime and employer costs appear only when you schedule real people.
Produce: A weekly shift plan by employee and role, each person's overtime, full employer cost, labor % and the local wage evidence behind the rates.
Depends on: Build a sales forecast from service periods.
Labor cost and shift planner
Build the projected monthly P&L
Rent, labor, food and everything else have to fit inside the same sales. This is where you find out whether they do.
Produce: A monthly P&L with every cost line, percentages of sales, a lower-sales case and the owner's pay shown explicitly.
Depends on: Build a sales forecast from service periods; Build realistic coverage and pay.
Projected P&L builder
Prove opening cash, owner living costs and contingency
A profitable plan can still run out of money before opening day. Payment dates matter as much as totals.
Produce: Opening payments on a calendar, confirmed funds, monthly cash for the first year, the owner's living costs, a contingency and a delay case.
Depends on: Build the projected monthly P&L.
Your opening budget needs payment dates
Compare financing and confirm committed funds
A term sheet is not money, and a loan payment is a fixed cost that survives a slow month.
Produce: Quotes compared on identical terms, the payment schedule, fees and any balloon, and a written list of which funds are committed versus proposed.
Depends on: Prove opening cash, owner living costs and contingency.
Loan and debt calculator
Set up the business, bank, tax and insurance records
Leases, permits, payroll and insurance all need the same legal entity, address and responsible person. Fixing a mismatch later is slow.
Produce: Entity documents, tax registrations, a business bank account, bookkeeping, payroll provider, insurance quotes and named professionals with their decisions recorded.
Business setup checklist
STAGE 3 / 5Finding and committing to premises
Which space can physically and legally do this, and on what terms?
Shortlist spaces that can physically do the job
The cheapest space is the one that already has the exhaust, gas, grease and electrical capacity your menu needs.
Produce: A shortlist with floor area, kitchen infrastructure, delivery condition, asking terms and the unanswered technical questions for each.
Depends on: Prove opening cash, owner living costs and contingency.
Five ways to find your first restaurant space
Check the premises with your professionals essential check
Permitted use, occupancy, exhaust, fire systems, accessibility and utility capacity decide whether a space can open at all, and they are not visible on a walkthrough.
Produce: A written assessment from the relevant professionals covering permitted use, occupancy, utilities, exhaust, grease, fire systems, access and the work required, with cost estimates.
Depends on: Shortlist spaces that can physically do the job.
What a second-generation space really saves
Compare the finalists on cash committed
Rent is only one line. Fit-out, deposits, concessions and delay can reverse which space is cheaper.
Produce: A side-by-side of occupancy over the term, fit-out, deposits, escalations, concessions, delay and reimbursement dates, with the unresolved issues listed against each.
Depends on: Check the premises with your professionals.
Location cost comparison
Resolve the alcohol plan for this address essential check if alcohol is essential
A license is tied to an address, a process and a timeline. Assuming one transfers, or arrives by opening day, is how openings slip by months.
Produce: The address-specific licensing path with authority, timeline and cost, or a viable opening plan without alcohol.
Depends on: Check the premises with your professionals.
Alcohol licensing overview (Italian guide; verify the current local rules)
Negotiate and review the lease with counsel
The lease is the largest contract you will sign. Delivery condition, guarantees, approvals contingencies and exit terms cost more than the rent.
Produce: Counsel-reviewed obligations: term, rent and charges, escalations, delivery condition, landlord work, approvals contingency, guarantee, assignment and exit terms.
Depends on: Compare the finalists on cash committed; Compare financing and confirm committed funds.
Lease negotiation checklist
STAGE 4 / 5Getting ready to open
Approvals, construction, suppliers, services, people, procedures and the rehearsal.
Track every approval and inspection essential check
Health, building, fire and licensing approvals each have their own sequence. Losing track of one delays opening after the money is spent.
Produce: A live list of applications with numbers, receipts, owners, next corrections, inspection dates and the documented conditions for opening.
Depends on: Check the premises with your professionals; Set up the business, bank, tax and insurance records.
Restaurant permits: find out what applies before you sign
Control construction, equipment and change orders
Construction costs money even when nobody is working. Scope, sequencing and change orders decide the delay.
Produce: An itemized scope with bids compared like for like, a dependency schedule, an equipment installation plan, and a change-order log with approvals and cost.
Depends on: Negotiate and review the lease with counsel; Track every approval and inspection.
Construction: scope, bids and change orders
Set pars, compare suppliers and plan the first orders
The first delivery is where the food cost plan meets case sizes, minimums and a walk-in that is smaller than the spreadsheet.
Produce: Comparable delivered quotes, a par sheet with counted stock, an order plan constrained by usable demand and storage, and receiving and credit procedures.
Depends on: Cost the opening menu.
Inventory and order quantity calculator
Choose POS, processing, insurance and operating services
Processing fees, insurance gaps and a missing waste contract show up in the first month's cash and the first inspection.
Produce: Written fee schedules compared at your volume, tested orders and refunds, bound insurance, and waste, pest, internet, gas, utilities and maintenance arrangements with dates.
Depends on: Set up the business, bank, tax and insurance records.
POS and processing comparison
Recruit and train to actual opening readiness
Hiring too early pays for idle weeks; hiring too late opens with untrained stations. The timeline follows the build and the approvals.
Produce: Job scopes, lawful documented pay ranges, structured interviews, onboarding records and station sign-offs showing who can run which station.
Depends on: Build realistic coverage and pay; Track every approval and inspection.
Hire your opening team without paying for weeks of idle time
Have the person in charge validate operating procedures essential check
Temperature, allergen, cleaning, receiving and employee-health procedures have to match the rules that apply to your address, not a generic template.
Produce: Locally verified food-safety, employee-health, allergen, cleaning, receiving and temperature procedures, reviewed and signed by the person in charge, with the sources and dates recorded.
Depends on: Track every approval and inspection; Recruit and train to actual opening readiness.
Food safety and allergen controls: a starter guide
Prepare accurate local discovery and ordering
The first customers find you through a listing, a map and a menu link. Wrong hours or a broken order link waste the opening.
Produce: Verified business details on every listing, working menu and ordering links, realistic opening announcements and a plan to measure paid repeat business.
Depends on: Choose POS, processing, insurance and operating services.
How to get your first paying customers
Run a controlled soft opening
The soft opening exists to find problems while the order count is small enough to fix them.
Produce: Required permissions in hand, a tested order cap, a ticket-time, accuracy and waste log, and a list of corrections with owners and dates.
Depends on: Control construction, equipment and change orders; Have the person in charge validate operating procedures; Recruit and train to actual opening readiness; Choose POS, processing, insurance and operating services.
Your soft opening should find problems
STAGE 5 / 5Operating the first month
What do the first weeks say, and what do you change?
Review each week against the plan
The first month tells you where the plan was wrong. Weekly numbers catch it while there is still cash to respond.
Produce: A weekly scorecard: sales versus plan, orders and average order, labor %, food used, waste, refunds and cash after commitments.
Depends on: Run a controlled soft opening.
First-month operating scorecard
Decide and record one correction a week
A scorecard nobody acts on is a spreadsheet. The habit is one decision, one owner, one date, then check the next week's numbers.
Produce: A first-month review with the corrections made, who owned them and what changed in the following week's scorecard.
Depends on: Review each week against the plan.
Weekly scorecard and first-month review templates