By BDH Consultants

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Capture the work as it actually happens

Shadow the founder or current operator from opening through close across multiple days. Record the routine steps and the variations that occur when staffing, demand or equipment changes.

Turn the observations into discrete procedures. Give staff a way to flag a step that is unclear, outdated or missing. Track revisions so the team uses the current version.

Cover the full shift

  • Opening: stations and equipment, ingredient preparation, inventory checks, sanitation and the final walkthrough.
  • Closing: shutdown, cleaning, inventory count, cash reconciliation and financial close-out.
  • Handover: communicate inventory and cash counts, unresolved issues and responsibility for follow-up.
  • Maintenance: distinguish daily, weekly and monthly work, with an escalation path for repairs.
  • Health and safety: document handling, spills, breakage and emergency procedures appropriate to the operation.

Build quality control into the routine

Record preparation specifications such as temperature, timing and ratio for each product. A specification that exists only in an experienced employee’s memory cannot guide a new colleague reliably.

Use recurring tasting or cupping checks to identify drift. Capture customer feedback as an input to the quality process and connect repeated observations to a specific corrective action.

Train the reasoning as well as the steps

Explain the reason for each important procedure. Staff who understand what a step protects can identify when the process no longer works as intended.

Use operational feedback to revise the SOP rather than waiting for an annual rewrite. An owner should approve changes and make clear which previous instruction has been replaced.

What a buyer should examine

For an acquirer, the question is whether the operation can run when the founder is absent. Look for current procedures, staff familiarity and evidence that exceptions are noticed and resolved.

A document folder alone does not demonstrate continuity. The procedures need to match the work people actually perform.

Apply the framework to your business

Explore beverage due diligence or describe the decision you are working through.

More from the library

Adapted from BDH’s existing The Daily Operations SOP Framework framework. The original PDF remains available above.