Operations Manual

A Coffee Shop Operations Manual

The Secret No One Tells You About Running a Successful Coffee Shop

The single most important part of a customer’s experience with your coffee shop is consistency. Customers rate an inconsistent coffee shop worse than a consistently mediocre coffee shop every single time. So why would you leave your shop’s consistency up for any kind of interpretation? An Operations Manual lays out all the procedures and recipes you need to keep your shop running smoothly at all times.

 $349  $199

Consistency Bundle

Consistency is one of the most valuable things you can bring to your employees, customers, yourself. Preempt legal trouble, set clear expectations, and motivate customers to keep coming back. Your employee handbook and operations manual are the rocks you build a healthy and less stressful coffee shop experience on. This bundle includes: 

 $858  $449

What is an Operations Manual?

Once an employee reviews your Employee Handbook and signs it, your immediate next step should be to trade the handbook for your Operations Manual. Your Operations Manual should contain everything that employee needs to know to do their job including recipes, specific technique guidelines, customer service expectations, cleaning expectations, and anything else that employee will need to know day-to-day.

Why you need an operations manual

"I needed something like this for my small coffee shop. We only have a handful of employees but I knew it was important to be sure they were all held to the same standard, for my customers to be able to expect the same drink every time they came in."
Paul Lacdao
Ann Arbor, MI

The best barista trainer

We all like to think our training is great, but we’re only human. We can make mistakes in our explanations or simply not be clear enough. With an Operations Manual, employees always have a trainer to go back to who will explain everything exactly the same way every time. Zero guesswork, just consistency. 

Eliminate frustrating conversations

Everyone hates having to be constantly reminded. Managers get frustrated, and employees get annoyed. It builds unnecessary tension among teams. Having an Operations Manual that lays everything out immediately can completely cut out these frustrating conversations.

"I didn’t have to think about all of the things I needed to get done! Opening and closing lists, drink standards, AND training manual? Saved me so much time!"
Max Villanueva
Rochester, NY

Stop bad reviews

Bad reviews come from a mismatch of expectations and experience. By offering the exact same experience to customers every time, you ensure that expectations are consistently met. If a customer is ever unsatisfied, you know exactly what to change to correct the problem for the future.

Take pressure off yourself

As a coffee shop owner, you will have a lot going on. So much that it’s easy to forget things. But your shop can’t afford that. With an Operations Manual, you don’t have to remember everything. It’s all there, written down for anyone to review. All tasks become a team responsibility, and you can free up your mind to focus on what only you can do: run the business.

What You'll Find Inside

Efficiency and Workflow

  • Objectives and Tips
  • Practice Drills

Customer Service Procedures

  • Keys to Good Customer Service
  • Service Recovery
  • The Barista

Menu Guidelines

  • Espresso and Coffee Beverages
  • Iced Drinks
  • Non-Coffee Beverages
  • Milk Steaming

Cleaning Protocol

  • Required Tools
  • Back Flushing
  • Steam Wands
  • Grinders
  • Counter Tops and Surfaces

Managing Shrinkage and Spoilage

  • Understanding Shrinkage
  • Tips to Avoid


  • Opening Tasks Example 1
  • Opening Tasks Example 2
  • Closing Tasks

Developed & Templatized by Coffee Shop Professionals

Over the course of 30 years of coffee entrepreneurship, managing over 7 cafes, and starting a coffee and education business, we’ve learned a ton about the importance of having guidelines and policies in which to train your employees to work cohesively and for each to understand exactly what is expected of them, day in and day out.   We own and operate coffee bars of our own, and these are the very same guidelines and principles that we hold our own employees to, and expect them to adhere to.  With a one-time investment, you can save yourself and your management many hours of labor and trouble while simultaneously ensuring that your customers will receive the same drinks each time, regardless of who makes them. Simply purchase, download, and edit as needed. Or don’t, take our guidelines straight as they are and you’re done in 5 minutes. 

bruce milletto
Bruce Milletto
matt milletto
Matt Milletto

You might also like

Essential Documents Bundle

You may not realize it now, but one of the keys to a successful coffee business is writing things down. This bundle gets you the three most important documents for opening and running your business. Clear up your concept, avoid legal battles, and ensure a great customer experience. You’ll get: 

 $1347  $699

Scroll to Top

5 Lessons Before you Open a
Coffee Shop

Are you ready to open a coffee shop? We'll send you our ebook along with 5 of our best pieces of advice to help you prepare.

5 Lessons Before You Open A
Coffee Shop

Are you ready to open a coffee shop? We'll send you our ebook along with 5 of our best pieces of advice to help you prepare.