Wisconsin Restaurant Initiative’s Restaurant Assessment Tool (Consultant)

Name(Required)

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Business Name(Required)

Name

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Phone

Financial (1-5)(Required)

1 – Sales are too low, costs are too high, cash flow is negative, risk of closing

2 – Sales are decent, costs are not in control. Would be unable to continue if changes aren’t made

3 – Good sales, costs need improvement. Restaurant hovers around breakeven

4 – Sales and costs are good, they make money but there is room for improvement

5 – Profitable, with costs under control. Restaurant is as busy as it can be.

Marketing (1-5)(Required)

1 – Spends too little on marketing and doesn’t really understand the idea.

2 – Some marketing attempts but needs a lot of help.

3 – Marketing, but no clear plan or marketing mix.

4 – Does a good job marketing, has a plan, but is lacking a few key areas.

5 – Amazing marketing, tech forward, solid focus on acquisition and retention.

Staffing/recruiting (1-5)(Required)

1 – Poorly staffed, owner does it all, high turnover.

2 – Some key staff, owner still overworked, no focus on recruiting and retention.

3 – Just enough workers to fill shifts, they get by but it is a struggle.

4 – Staffed well, low turnover, adequate management, but areas needed for improvement.

5 – Well-staffed, owner has taken on a “CEO” role and can focus on building the business. Outstanding leadership and defined roles, everyone on the same page rowing in the right direction.

Product (1-5)(Required)

1 – Average at best, inconsistent. Nothing on the menu stands out.

2 – A few good items keep them coming back, but overall lacking quality.

3 – Good product, not as consistent as it could be, could use some help.

4 – Great food, 80%+ of menu items are about average, consistent, appealing and flavorful. Sets itself apart from other restaurants.

5 – Nearly perfect. A destination location. Customers willing to wait hours.

Leadership (1-5)(Required)

1 – Owner is not a leader. Needs help in all areas.

2 – Owner has some leadership skills, knows the business but needs help.

3 – Owner is a leader but needs help building out a team and conveying the vision of the company.

4 – Strong leadership, staff buy in, has started to develop a management structure, but could use some help in creating systems.

5 – Systems in place, complete staff cultural buy in, organized management structure with defined roles, owner is viewed as a CEO.

Technology (1-5)(Required)

1 – Paper tickets, cash register, telephone. Limited payment options.

2 – Reluctantly embracing tech, possibly a pos or website but needs a lot of help.

3 – POS, QuickBooks (or similar), and some digital presence but still needs help.

4 – Tech forward. Has embraced it, but still needs some help in certain areas or could add a few features.

5 – Technology has become an integral part of the business and operates seamlessly. Has full knowledge of every tool out there and is a leader in the field. (Rare)

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Wisconsin Restaurant Initiative’s Restaurant Assessment Tool (Consultant)

Consultant Client-Assessment Form