Catering Consultant Onboarding Checklist

Catering Consultant Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Catering Consultant starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Hospitality onboarding experience or just need an onboarding checklist for your new Catering Consultant, you’re in the right place. We’ve put together a sample Catering Consultant onboarding checklist below and have created onboarding templates & resources to help.

Catering Consultant Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new catering consultant with an overview of the company’s culture, values, and mission. This helps them understand the company’s core principles and align their work accordingly. The HR department or a designated company representative typically performs this task.

2. Orientation to company policies and procedures: This task involves familiarizing the new catering consultant with the company’s policies and procedures, including those related to safety, health, and human resources. This ensures that the consultant understands the guidelines they need to follow while working. The HR department or a designated company representative typically performs this task.

3. Introduction to team members and key stakeholders: The new catering consultant should be introduced to their team members, including colleagues and supervisors, as well as key stakeholders within the company. This helps them establish relationships, understand reporting lines, and collaborate effectively. The team lead or supervisor typically performs this task.

4. Training on catering software and tools: As a catering consultant, it is crucial to be proficient in the software and tools used for catering operations. This task involves providing comprehensive training on the company’s catering software, order management systems, and any other tools necessary for the job. The IT department or a designated trainer typically performs this task.

5. Familiarization with menu offerings and pricing: The new catering consultant should be provided with detailed information about the company’s menu offerings, including ingredients, preparation methods, and pricing. This enables them to effectively communicate with clients and make informed recommendations. The culinary team or a designated trainer typically performs this task.

6. Understanding client acquisition and retention strategies: This task involves educating the new catering consultant about the company’s strategies for acquiring and retaining clients. They should be familiarized with the sales process, customer relationship management systems, and techniques for building long-term client relationships. The sales and marketing department or a designated trainer typically performs this task.

7. Shadowing experienced catering consultants: To gain practical insights into the job, the new catering consultant should have the opportunity to shadow experienced consultants during client meetings, events, and other work-related activities. This allows them to observe best practices, learn from real-life scenarios, and understand the consultant’s role in delivering exceptional catering services. Experienced catering consultants typically perform this task.

8. Reviewing past client case studies and success stories: The new catering consultant should be provided with access to past client case studies and success stories. This allows them to understand the company’s track record, learn from previous experiences, and gain insights into successful catering strategies. The marketing or sales department typically provides this information.

9. Introduction to vendor relationships and procurement processes: As a catering consultant, it is essential to understand the company’s vendor relationships and procurement processes. This task involves introducing the new consultant to key vendors, such as food suppliers, equipment providers, and rental companies, as well as explaining the procedures for sourcing and managing vendors. The procurement or operations department typically performs this task.

10. Reviewing health and safety protocols: Given the nature of the hospitality industry, it is crucial for the new catering consultant to be aware of health and safety protocols. This task involves reviewing and training the consultant on food safety regulations, proper handling and storage of ingredients, and general safety guidelines to ensure a safe working environment. The operations or safety department typically performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Catering Consultant checklist above, you’ll now have an idea of how you can apply best practices to getting your new Catering Consultant up to speed and working well in your Hospitality team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.