Hospitality Management Toolkit

Downloadable Resources, Instant Access

Set and communicate territory, unit, and individual performance expectations, monitor key performance indicators through the analysis of key reports, and hold people accountable for achievement through regular performance feedback.

More Uses of the Hospitality Management Toolkit:

  • Analyze property data and provide potential solutions to increase guest satisfaction and improve operating efficiencies, reduce expense, and maximize revenue.

  • Determine individual needs, support development plans, and effectively engage in crucial conversations for continued growth, development and advancement.

  • Coordinate: adjunct department positions provide quality, effective instruction in assigned courses on a part time, temporary basis at various locations.

  • Confirm your organization supports and recommends enhancements for the centers use of menu management, requisitioning, catering and logistical software.

  • Develop: monitor member attrition and develop action plans to curtail member attrition and maintain it at the lowest possible level.

  • Adhere to all organization, club, and department standards of operations, policies, and procedures whether written or verbal.

  • Steer: influence decision making regarding team approaches and strategies to club thru relationship building, motivation and communication.

  • Establish: extreme timeliness, with pro active timeline management skills with flexibility and nimbleness to manage multiple projects, timelines, communications and supply chain.

  • Assure your organization provides professional client services and support in the planning, organization, and management of various types of events held at your organizations Activity Complex.

  • Methodize: work closely with the general manager and the management team to ensure alignment on financial and operational priorities.

  • Visit each unit on a regular basis, and more as business needs dictate, to evaluate total performance and ensure employee and client satisfaction.

  • Involve all club employee partners in generating revenue through constant communication on the importance of continuous income stream.

  • Methodize: implement change through organizational restructuring, developmental training, career management, workforce diversity, and/or strategic planning.

  • Confirm you lead and execute strategies to ensure that all hospitality operations are sustainable and can support ongoing growth and changes.

  • Develop action plans with store managers to correct problems and the implementation of organization policies and procedures.

  • Manage to drive the top line of the Food and Beverage Department across the portfolio ensuring sustainable and profitable operations.

  • Analyze the current business environment and drive change that results in enhanced operations and compliance with all relevant regulations while driving acquisition and activation through marketing strategies.

  • Confirm your organization coordinates catering, decorating, and audiovisual requirements; ensures the physical set up and all equipment/personnel provided appropriately meet event requirements and contractual terms.

  • Pilot: conduct on site hotel visits and prepare property reports and action plans for the hotel owners, leadership, general managers and corporate staff.

  • Adhere to all organization, club and department standards of operations, policies, and procedures whether written or verbal.

  • Confirm your organization establishes and maintains effective and efficient department procedures and controls and ensures adherence to same by all team members.

  • Ensure adherence to the mutually agreed upon budget in each unit, and to all organization purchasing and financial policies and procedures.

  • Ensure acquisition and development of competitive talent and promote opportunities for attracting and retaining high performing talent; ensuring adequate staff to meet operational requirements.

  • Ensure the cleanliness and safety of the food and beverage areas and the associated assets through the enforcement and maintaining of preventative maintenance programs.

  • Confirm your organization identifies the developmental needs of others and coaching, mentoring, or otherwise helping others to improve knowledge and skills.


Save time, empower your teams and effectively upgrade your processes with access to this practical Hospitality Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Hospitality Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Hospitality Management specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Hospitality Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 925 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Hospitality Management improvements can be made.

Examples; 10 of the 925 standard requirements:

  1. Can trash services and costs be reduced through increased diversion or reduced waste generation by reducing trash container sizes or trash collection frequency?

  2. Are there any steps or other barriers to facilities being used by participants as breakout or workshop rooms, dining areas, outside areas and exhibition areas?

  3. Do you save money and reduce waste up front by buying less, switching from disposable to reusable packaging, or eliminating packaging elements?

  4. Where is the appropriate location to place a message gateway protection solution, according to the architecture displayed in the exhibit?

  5. Have you taken everything else into consideration, like covering wrong orders, credit card fees, and money for emergency repairs?

  6. How satisfied are you with the selection of fruit and vegetable choices available at the local restaurants you visit most often?

  7. Have you identified ways to prevent people being exposed to hazardous substances and put the already stated controls in place?

  8. What happens if an employer engages in any illegal action to discourage or prohibit the unionization efforts of the employees?

  9. Have you given workers using hazardous substances training in how to use the already stated hazardous substances safely?

  10. What is the frequency of collection, number and type of collection containers, materials collected, and service costs?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Hospitality Management book in PDF containing 925 requirements, which criteria correspond to the criteria in...

Your Hospitality Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Hospitality Management Self-Assessment and Scorecard you will develop a clear picture of which Hospitality Management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Hospitality Management Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Hospitality Management projects with the 62 implementation resources:

  • 62 step-by-step Hospitality Management Project Management Form Templates covering over 1500 Hospitality Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Risk Audit: If applicable; are compilers and code generators available and suitable for the product to be built?

  2. Schedule Management Plan: Pareto diagrams, statistical sampling, flow charting or trend analysis used quality monitoring?

  3. Cost Estimating Worksheet: Does the Hospitality Management project provide innovative ways for stakeholders to overcome obstacles or deliver better outcomes?

  4. Team Operating Agreement: Does your team need access to all documents and information at all times?

  5. Project Management Plan: What data/reports/tools/etc. do program managers need?

  6. Work Breakdown Structure: What is the probability that the Hospitality Management project duration will exceed xx weeks?

  7. Activity List: When do the individual activities need to start and finish?

  8. Activity Duration Estimates: Which is the BEST Hospitality Management project management tool to use to determine the longest time the Hospitality Management project will take?

  9. Variance Analysis: Are the bases and rates for allocating costs from each indirect pool consistently applied?

  10. Human Resource Management Plan: Have all documents been archived in a Hospitality Management project repository for each release?

Step-by-step and complete Hospitality Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Hospitality Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Hospitality Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Hospitality Management project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Hospitality Management project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Hospitality Management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Hospitality Management project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Hospitality Management project with this in-depth Hospitality Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Hospitality Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Hospitality Management and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Hospitality Management investments work better.

This Hospitality Management All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.