Wisconsin Restaurant Initiative’s Restaurant Assessment Tool

Name(Required)

First Last

Business Name(Required)

Name

Email(Required)

Phone

Financial (1-5)(Required)

1 – Always struggling to make ends meet.

2 – From time to time it’s a struggle but there is some hope.

3 – There is enough money to pay the bills and a bit for me.

4 – We are profitable but not as profitable as I’d like.

5 – We are profitable, I draw a decent salary, COGS and payroll goals are met.

Marketing (1-5)(Required)

1 – Help! I miss the yellow pages.

2 – We advertise but I’m not sure if it is working or how much to spend.

3 – We have a decent marketing mix but need help in some areas like branding.

4 – We do a good job advertising, building our brand, and have marketing mix.

5 – We crush it. We have built our band, know exactly what works and feel great about our strategy.

Staffing/recruiting (1-5)(Required)

1 – Staffing is an issue, high turnover, and poor-quality workers.

2 – Some good staff, some bad, but never enough.

3 – We have just enough workers, some have been here a long time, but still too much turnover. Morale is sometimes an issue

4 – We are well staffed, morale is good, low turnover, but I still am here too often.

5 – Staff is amazing, great leaders, defined roles and rarely any issues.

Product (1-5)(Required)

1 – Food quality and consistency is an issue.

2 – Some of our food is good but some needs help

3 – We have some great items on our menu, but some barely sell

4 – From top to bottom our menu is solid.

5 – We are the best in town.

Leadership (1-5)(Required)

1 – I try to make folks happy, and they walk all over me.

2 – I’m the boss, but there is conflict and chaos at times

3 – Things run smoothly when I’m there and people seem to respect me.

4 – I command respect, develop leaders, and am viewed as the smartest one in the room.

5 – We have a shared vision; everyone is moving in the same direction and we have developed a culture and structure that allows my business to succeed even when I am not here. We have defined leaders.

Technology (1-5)(Required)

1 – Paper tickets, old school cash register and cash.

2 – Some tech, slowly evolving.

3 – Point of sale, credit cards, some web presence.

4 – Full use of tech in store, decent website, could be better.

5 – We are tech forward. POS, digital marketing, online ordering, app, etc.

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Wisconsin Restaurant Initiative’s Restaurant Assessment Tool

Client Self-Assessment Form

Note: You will receive a copy of your self-assessment when meeting with your consultant.