Catering Business Analysis Form
Catering Business Analysis Form
📌 Check all items your business currently has in place.
1. HR & Staffing
Standard job application form
IRS W‑4 & I‑9 forms
Onboarding checklist
Employee handbook
Training/demo for new hires
Performance check‑ins
Job descriptions
Pay tracking sheet
Emergency contact form
Offer of employment letter
Performance appraisal form
Disciplinary action template
Show HR Fix Plan
2. Operations & Systems
Kitchen & dry goods inventory sheet
Employee schedule template
Equipment maintenance log
Catering contract template
Show Ops Fix Plan
3. Costing & Financial Control
Food cost % tracking sheet
Labor cost tracking
Menu pricing calculator
Invoice & payment tracker
Budget vs. actual report
Show Cost Fix Plan
4. Sales & Marketing
Lead tracking form
Catering pitch/email template
Social media planning calendar
Email marketing schedule
Referral program outline
Social media pages (Facebook, Instagram, LinkedIn)
Professional website
Show Sales Fix Plan
5. Customer Experience
Booking confirmation email
Thank‑you‑for‑booking email
Pre‑event reminder email
Post‑event thank‑you email
Apology email template
Show CX Fix Plan
6. Ops Compliance
DHEC/Health Department License
State Business License
Federal EIN documentation
State Tax Registration
Catering Permit
Fire Safety Certificate
Certificate of Occupancy
Food Handler Certification (staff)
ServSafe or manager certification
General Liability Insurance Certificate
Workers' Comp Policy
Vehicle Insurance
Accountant/Bookkeeper Info
Legal Counsel/Attorney Info
License/Insurance Renewal Calendar
Show Ops Compliance Fix Plan
System Health Score:
--%
Business Fix Summary
Print Summary
Email Summary
Download Summary
Get Coaching or Consulting Help
See My Business Depot
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