Running a coffee shop doesn’t have to be draining

A Living Document That Covers Every Aspect of Coffee Shop Ownership:

• Blueprint for Success: From location scouting to interior design, get the blueprint to set up your dream coffee shop.
• Mastering Coffee: Learn about sourcing quality beans, perfecting brewing techniques, and training skilled baristas.
• Menu Mastery: Create a compelling and profitable menu, manage inventory, and keep your offerings fresh and exciting.
• Exceptional Customer Experiences: Discover how to create a welcoming atmosphere, provide top-notch service, and build a loyal customer base.
• Effective Marketing Strategies: Unlock the secrets of successful marketing, branding, and making a strong digital presence.
• Financial Management: Gain insights into budgeting, pricing strategies, and maximizing profitability.
• Overcoming Challenges: Learn to navigate the common pitfalls and sustain growth in your coffee shop business.

How This Works

The Coffee Shop Owner’s Manual is a living document. It’s growing. It’s breathing. It’s evolving. It’s changing to include the best practices. When I have new resources, when I edit old resources, when I learn some great new thing, I’ll update the file and send it out to you. 

As part of the monthly membership, every month you’ll also get social media post templates that you can put your own logo on, and upload right into your post scheduler. AND! You’ll get a calendar with drink ideas and recipes for the Drink Of The Day — with a shopping list so you won’t be caught in a lurch.

Look at all these downloads…

You’re running a coffee shop. You’re busy. You’re tired. You’re overwhelmed. You don’t have time to create templates, and documents, and SOPs. I get it. So, as a bonus, you get mine. These are the files my staff and I use every single day.

Register Count Template

Print out sheets of the register count template to streamline your cash handling and drawer closeouts. 

Cut the sheet in thirds. Each slip has a space to log each currency type that’s both in the cash register and in the deposit bag. 

Coffee Grind Prep Tracker

Print out copies of this tracker to log how many portions of coffee grinds for pots of drip coffee are ground and prepped throughout the day. This will help you better gauge exactly how much coffee and of which ones you go through on a daily basis.

This can be used laminated and then take a photo and upload the information to a spreadsheet. Or unlaminated and keep it on file.

(Pourovers should be tracked separately, and through your Point of Sale system.)

Shift Swap Printable

Let your staff put up what shifts they need covered and see if they can find coverage on their own. Take the stress of finding workers off your plate.

Cash Handling Handout

Every employee who touches cash needs to know how to properly handle the cash when a customer hands it to them. This document should be given to every employee and signed by them to acknowledge they’ve received it.

Disciplinary Form

Sometimes you need to discipline an employee. All disciplinary actions should be documented to cover you with the labour board. This form does just that.

Downtime Cleaning

Print this off and laminate it to give your employees a handy cleaning checklist for when there’s downtime. These are things that, when done during downtime, take weight and pressure off your closers and thus reduces labour cost.

Schedule Blank

Edit this file with your own employee names and print off several so you have a blank schedule ready to go every week. When it’s time to do your schedule, make sure to hand write the date next to the day of the week so everyone knows. 😉

Drink Recipe Printables

Take the guess work out of drink creation. Print these out and laminate them for your staff as an easy reference and a training guide.

Added Monthly

Drink of The Day calendar and recipes — complete with supply lists — so you’re never stumped for what you’re going to market and advertise to your customers. Drinks like these…