Hospitality Business Management Tools

Do you know how much breakfast is costing you, or how much profit you are going to make on that forthcoming promotion?

Why waste time reinventing the wheel, when there are already tools available to help you monitor and control your costs and audit your standards.

Here is a range of tools for you to use to keep control of your costs, help grow your sales, and plan and audit your hotel. Each package is totally downloadable so you get instant access, to store on your own computer, share with your team, and make as many copies as you like. No waiting around for bulky packages through the post.


Business Management Tools


Costing Tools

Menu Costing Template

This simple template will give you all you need to cost out your recipes and calculate your gross profit margin. You can adjust the tax rate for your own country or state to ensure you get the full selling price.It will also tell you what gross margin you are achieving at your current selling price.

Having a set recipe ensures consistency and allows you to check you figures before you produce a dish, to ensure it is going to give you the profit return you need to stay in business.

Format: Excel


Profit sensitivity analysis template

Use this handy spreadsheet to see immediately the impact of- Increases or decreases in customers

– Changes in the average spend per head

– Changes in the average number of visits per customer.

It’s a handy spreadsheet to see the impact of changing just one, or several variables, on your margins. There is an example for you to follow if you get stuck. You can also use this to measure the impact of reducing sales, e.g. if you ever feel you need to drop a price or rates, just to check you are not going to be going into a loss situation.

Format: Excel


Function, Events and Promotions costing

This series of spreadsheets allows you cost all aspects of your function, and totals them on a summary sheet. You can then work out your selling price. Or if the selling price is fixed, you can work backwards to see how much you can afford to spend per head, to help you and your team keep tabs on what you are spending, and still come out with a healthy profit.There is also a sheet that shows your breakeven point, so you know how many customers you need to get through the door before you are in profit.

Invaluable for functions, events and promotions.

Note: if you purchase the Promotions Programme these costing templates are already included.

Format: Excel




Or purchase all 3 costing tools for just £67, a saving of £44

Increasing sales

How to get more sales and repeat bookings for your hotel

Here are 57 waysto boost sales and get more repeat bookings from your existing customers to generate more profit for your hotel Learn the strategies and techniques you can apply on a day-to-day basis to drive up your guest spend per head and get your guests coming back time and again download my free report todayReal, practical tips to get your profits up from day one. There are no complicated gimmicks or hard to follow instructions, just actions that work.

Format: pdf

Free Report

How to boost sales and get more repeat bookings for your restaurant

My free report details 77 ways to boost sales and get more repeat bookings from your existing customers to generate more profit for your restaurant. You will learn the strategies and techniques you can apply on a day-to-day basis to drive up your customers’ spend per head and get your customers coming back time and again.

Free Report

Promotion Ideas

Are you ever short of inspiration?Here are 100 promotion ideas to get the creative juices flowing.

Note: if you purchase the Promotions Programme all these ideas are already included.

Format: pdf


Promotions Programme

This extensive programme will help you plan, promote, implement and review your own profitable promotion. It is a step by step programme in 21 daily lessons, each giving you the theory and the opportunity to put each step into practice straight away. The programme also includes full costing sheets and over 80 promotion ideas to use in your hotel. For more details go here.Format: pdf and Excel



Planning and Review Tools

The Customer Journey Self Audit Checklist

How often do you put yourself in your customers’ shoes? Become your own hotel inspector. Or better still train your team to become your personal team of hotel inspectors giving you valuable and objective feedback where ever and whenever you want?The sections include:Research (as undertaken by guests before booking),Website,Booking,Arrival,Bedrooms,Bathrooms,Drinking and dining,Public areas,Checkout,Customer Service,Follow up

All you need to do then to get started is refer to this as you and your team review your own hotel. You can then prioritise and get started on the areas that will give you the biggest return.

The checklist also comes in an Excel format, so you can use that as a template to add your own points using the template as your starting point to tailor to your own hotel.

You can use this in a number of ways: Sort by priority, Sort by the person responsible, Add your own auditing points

Format: pdf and Excel



How to Give your Hotel a Competitive Edge

Get the full 8 hours of recordings from my recent interview series with 10 of the hotel industry’s most respected figures. For more information on the speakers and the full package here.Format mp3


7 Step Strategic Plan Template

This template provides a starting point for a strategic plan to help give you focus and structure. It will enable you to identify how your plan will contribute to your overall vision, it outlines the way the business is going and how it intends to get there, and sets specific benchmarks and milestones.This 17 page step-by-step template will take you logically through a 7 stage planning process.

So even if you don’t have a strategic plan already, working through this plan will help you clarify what you want achieve and what you need to do to give your hotel a competitive edge.Please note: It is not intended for investors or the bank, although it could help get you started if you need to provide them with a plan.

Format: pdf







Or you can purchase everything together for just £247, making a saving of over 50%

Caroline, I want the complete set of business management tools, including the costings templates, the Profit Sensitivity Analysis, the Strategic Plan Template, the Self Audit Checklist, and the Excel Audit Checklist Template. I understand this option is just £247 for absolutely EVERYTHING!

Each package is totally downloadable so you get instant access, to store on your own computer, share with your team, and make as many copies as you like.


2 thoughts on “Hospitality Business Management Tools

  1. Pingback: 25 essentials to controlling food costs | Zeal Coaching

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