Excel (.xlsx) · server + line cook plans · opens in Excel & Google Sheets · No signup required
Server plan: orientation → menu and steps of service → POS and shadowing → reverse shadow → solo section and check-out
Line cook plan: safety and station map → prep and recipes → station under supervision → station during a rush → solo station and close
Per-shift Date, Trainer, Trainee sign-off, Trainer sign-off, and Notes columns
A progress percentage and a "Ready to schedule solo?" cell driven by trainer sign-offs
Server plan or Line cook plan — duplicate a sheet and rename it for other roles (host, bartender, dish).
Change the Skills to cover cells to your menu, POS, and station realities. Keep each shift focused on one theme.
Fill in dates and trainers. Put the trainee on the same shifts as the trainer — training only works if the two are actually scheduled together.
Trainee and trainer each mark X when the shift's skills can be done unaided. Use Notes for what to repeat next time.
When all five trainer sign-offs are in, the sheet says "Yes — all shifts signed off." If not, schedule a sixth shift instead of hoping.
Use this for every new server or cook, and for cross-training existing staff onto a new station. Five shifts is a common starting point for a full-service restaurant, not a rule — quick-service teams often train in three, fine dining in eight or more. The value is not the number; it is that a shift with a purpose and a sign-off replaces "shadow someone" with something you can actually check.
Already filled it in? Upload the file to EpicShifts and we’ll import it into a live schedule — your team sees their shifts on mobile, swaps and picks up open shifts, and gets reminders automatically.
Commonly three to five shifts for a casual or full-service restaurant, longer for fine dining or large menus. This template is set to five shifts with an explicit readiness check, so you extend training when the sign-offs say so rather than by guess.
Safety first (knives, burns, sanitizer and temperature logs), then prep and recipe standards for the assigned station, then the station under supervision, then the station during a real rush, then a solo station with close-down. The Line cook plan sheet lays those out shift by shift.
Yes — right-click a sheet tab, duplicate it, rename it, and rewrite the Focus and Skills cells. The progress formulas reference the same rows, so they keep working.
Training only happens if trainer and trainee are on the same shifts. Put the training shifts on the published schedule — in EpicShifts, assign both to the same shift and add the plan as a note so the trainee sees it on their phone.
Dustin Hanke, Founder, EpicShifts — Dustin builds EpicShifts and writes about scheduling, labor cost, and shift-work operations for restaurants and other hourly teams.
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