Operations Manual

This comprehensive operations manual template is designed specifically for retail coffee businesses. Created and refined by experts in both retail coffee and human resources, this handbook template is perfect for your retail coffee operation. Delivered as a templatized document, our ops manual is fully customizable to fit your unique needs.

PLEASE NOTE: All documents within the Operations Manual are meant to serve as templates. These documents are not meant to serve as finished products. We encourage you to thoroughly read through each document and edit them to fit within your company’s guidelines and values.


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Operations Manual


New Employee Training Checklist

Name/Date/Completed By

Managers/Trainers Initial Boxes Upon Completion

  • Before they work behind the bar
  • Introduction – Day 1 & 2
  • Review Offerings
  • Opening Shift w/Trainer
  • Point of Sale (POS)
  • Behind the Bar: Days 3-6
  • Intro to the Equipment
  • Into to Processes
  • Coffee Brewing
  • Tea & Non-Coffee Beverages
  • Food Preparation
  • Closing Shift w/Trainer

Shift Checklists

Opening Shift Checklists

  • Opening Tasks List
  • Opener End of Shift Tasks

Closing Shift Checklists

  • Closer End of Day Tasks

Weekly Cleaning Tasks and Initial Boxes Checklist

Beverage Guide

Espresso and Coffee Beverages

  • detailed instructions on how to uniformly make all typical cofee bar beverages, and templates space for you to add your own custom specialty beverages
  • notes on syrups and sauce portions
  • Iced Drink Preparation
  • Non Coffee Beverages
  • Brewed Coffee Guide

Cleaning and Maintaining Machinery Guide

Batch Brewer Cleaning Protocol

Backflushing and Daily Maintaining of Espresso Machine

Espresso Steam Wands


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The Definitive Guide on How to Open a Coffee Shop

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The Definitive Guide on How to Open a Coffee Shop

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