Opening a Restaurant Checklist

Every step from concept and funding to permits, hiring, soft opening and the first 30 days, in order, and printable.

By Rob Bruni, founder of OpsEdge Hospitality, twenty years running restaurants, bars, clubs and resorts. Updated November 2026.

Opening a restaurant is several hundred decisions made in the right order. Sign the lease before the numbers work and you are locked in. Apply for the liquor license late and you open without a bar. Hire the team a week out and opening night is the training. This checklist puts the work in sequence, from the first idea to the end of the first month, with ten printable lists you can assign and sign off.

The timeline at a glance

Twelve months is realistic for a full build out in a new space. A second generation space, where a restaurant has already operated, can open in four to six months. Liquor licenses and construction permits set the pace more often than anything else, so check their timelines in your city first.

WhenWhat gets done
12 to 9 months outConcept, business plan, budget, funding conversations
9 to 6 months outEntity and bank account, funding closed, site chosen, lease negotiated
6 to 3 months outDesign, permits, construction, equipment ordered, liquor license applied for
4 to 2 months outMenu tested and costed, suppliers and systems set up, managers hired
8 to 2 weeks outStaff hired and trained, inspections passed, marketing running
Final 2 weeksMock service, soft opening, fixes
First 30 daysWeekly numbers, menu and staffing adjustments, reviews

Print the checklist

The button prints all ten lists as one checklist, with a column for the owner of each task and the date it was done.

Read it first

Rules, permits and timelines differ by city and state. Treat this as a master list to adapt, and confirm requirements with your local health department, building department and alcohol authority.

Concept and business plan

  • Define the concept: cuisine, service style, price point, seats and hours
  • Identify the target guest and the neighborhoods that hold them
  • Study five direct competitors: menu, prices, busy times, reviews
  • Draft a sample menu with rough prices and an average check
  • Build a sales forecast from seats, turns, check and days open
  • Build the startup budget, with a 15 to 20 percent construction contingency
  • Plan working capital of four to six months of fixed costs
  • Write the business plan and a downside case at 80 percent of sales

Use the business plan template and the startup costs guide for this stage. For a bar, see the bar startup costs guide.

Money and legal setup

  • Choose a legal structure with an attorney and form the company
  • Get a federal employer identification number (EIN)
  • Open a business bank account and a business credit card
  • Secure funding: owner cash, loans, investors, landlord allowance
  • Hire an accountant who works with restaurants and set up the chart of accounts
  • Register for state and local taxes, including sales tax and payroll tax
  • Get insurance quotes: general liability, property, liquor liability, workers' compensation
  • Trademark search on the name, and buy the domain and social handles

Site and lease

  • Shortlist sites and check zoning allows a restaurant and alcohol sales
  • Count foot traffic and car traffic at the hours you plan to open
  • Check parking, visibility, signage rights and delivery access
  • Inspect utilities: gas, electrical capacity, water, grease trap, hood and venting
  • Confirm occupancy (rent, taxes, insurance) stays under 10 percent of forecast sales
  • Negotiate the lease: term, renewal options, rent increases, tenant improvement allowance, free rent during build out
  • Have an attorney review the lease before you sign

Design and build out

  • Hire an architect or designer with restaurant experience
  • Lay out the kitchen around the menu and the flow of food
  • Submit plans to the building department and the health department for review
  • Get three contractor bids and check references
  • Order long lead equipment: hood, walk in, cooking line, dish machine
  • Order furniture, fixtures, signage and smallwares
  • Schedule utility connections, internet and phone
  • Walk the site weekly and track the budget against actual spend

The equipment checklist by area lists what a typical restaurant needs.

Licenses and permits

Names and requirements vary by state and city. These are the ones most restaurants need. Start the liquor license first, because it can take months.

  • Business license or registration with the city or county
  • Sales tax permit
  • Liquor license (apply as early as the rules allow)
  • Health department permit and plan approval
  • Building permits, and the certificate of occupancy at the end of construction
  • Fire department inspection and hood suppression system certification
  • Sign permit
  • Food protection manager certification, and food handler cards for staff where required
  • Alcohol server training for bartenders and servers where required
  • Music licensing for recorded or live music
  • Grease trap, waste hauling and outdoor seating permits where they apply
  • Finalize the menu and write a recipe card for every item
  • Cost every plate and set prices to a food cost target
  • Build the beverage program and cost every drink
  • Choose suppliers, open accounts and set delivery days
  • Build order guides with pars, and a prep list for each station
  • Choose and install the POS, payment processing and kitchen printers or screens
  • Set up payroll, scheduling, reservations and online ordering
  • Set up bookkeeping and a weekly prime cost report
  • Write opening and closing checklists, cleaning schedules and temperature logs
  • Print menus and check allergen information for every dish

Tools for this stage: recipe costing, the menu price calculator, the order guide template, the prep list template, cleaning checklists and temperature logs.

Hiring and training

  • Hire the chef or kitchen manager and the general manager first
  • Write job descriptions and set pay ranges for every position
  • Write the employee handbook and have it reviewed for your state
  • Post jobs and hold interviews four to six weeks before opening
  • Complete new hire paperwork, including I-9 and tax forms
  • Build the opening schedule and a training schedule
  • Train on menu, steps of service, POS, food safety and alcohol service
  • Test every employee before opening: menu test, pour test, line check
  • Hire 15 to 20 percent more staff than you need, because some will not make it to opening

Tools for this stage: job descriptions, the job application, interview questions, the training plan, the schedule template and the bartending test.

Marketing before you open

  • Put up coming soon signage as soon as the lease is signed
  • Launch a simple website with the menu, hours, address and a signup form
  • Claim Google Business Profile, Yelp and map listings
  • Open social accounts and post the build out, the team and the food
  • Collect emails and phone numbers for an opening announcement
  • Take professional photos of the food and the room
  • Introduce yourself to neighbors, nearby businesses, hotels and offices
  • Invite local press and food writers to the soft opening

The final two weeks

  • Pass final health, fire and building inspections
  • Receive opening inventory and stock every station to par
  • Load the menu and prices in the POS and test every button and printer
  • Run a full mock service with staff as guests
  • Hold a friends and family night with a limited menu
  • Hold a soft opening with reduced seating and reservations only
  • Meet after every practice service and fix the top three problems
  • Set the opening cash, the safe and the deposit routine
  • Confirm the first two weeks of schedules and the manager on duty for each shift

The first 30 days

  • Limit reservations for the first two weeks so the kitchen can keep up
  • Hold a ten minute pre shift meeting before every service
  • Count inventory weekly and calculate prime cost every Monday
  • Compare actual sales and labor to the forecast and adjust the schedule
  • Read and answer every review
  • Cut or fix menu items that slow the kitchen or do not sell
  • Hold 30 day check ins with every employee
  • Review cash, comps and voids daily
  • Meet your accountant for the first month end close

From here the job changes from opening to operating. How to run a successful restaurant covers the ten systems to put in place next.

The 196 task version, with a budget and a timeline

The Restaurant Opening Checklist and Startup Planner covers 196 tasks from forming the company to opening night, with permits and licenses, staffing, equipment, an opening budget and a 90 day timeline. The Restaurant and Bar Startup System adds a 90 page playbook, the business plan and the pro forma.

See the Opening Checklist See the Startup System

FAQ

What do I need to open a restaurant?

A concept and business plan, funding, a legal entity and tax registrations, a site with a signed lease, permits and licenses (business, health, building, fire and usually liquor), a costed menu, suppliers, a POS and bookkeeping system, a trained team, insurance and enough working capital for the first months.

How long does it take to open a restaurant?

About twelve months for a full build out in a new space, and four to six months in a space that was already a restaurant. Liquor licenses and construction permits are usually what sets the pace.

What licenses and permits does a restaurant need?

Most need a business license, a sales tax permit, a health department permit, building permits and a certificate of occupancy, a fire inspection, a sign permit, food safety certifications and, to serve alcohol, a liquor license. Requirements vary by state and city.

How much money do I need to open a restaurant?

As a planning range, $5,000 to $9,000 per seat for a full service restaurant in a second generation space and $9,000 to $15,000 or more in a raw shell, plus four to six months of fixed costs in working capital.

What is a soft opening?

A limited practice period before the public opening, with fewer seats, a shorter menu or invited guests only. It lets the team work real service, find problems and fix them before full volume arrives.

When should I hire staff before opening a restaurant?

Hire the chef and general manager two to three months out, post hourly jobs four to six weeks out, and leave at least two weeks for training and practice services. Hire 15 to 20 percent more people than you need.