Freeze the event, menu and service boundary
Prerequisites, sequence and stop points
- Name the event, quote version, service format and confirmed-versus-estimated guest-count basis. (not complete)
- Record menu and portion responsibility without inserting an industry portion default. (not complete)
- Record preparation, on-site, setup, travel and pack-down hours on one event basis. (not complete)
- List delivery, equipment, rentals and third-party costs with an owner for each responsibility. (not complete)
- State included and excluded indirect tax, inclusions, exclusions, contingency input and change trigger. (not complete)
- Stop if a binding quantity, responsibility, cost basis or approval is missing; otherwise obtain peer or client confirmation before calculation. (not complete)
Record a reproducible stop-or-go decision
| Field | Recorded basis | Readiness check |
|---|---|---|
| Event and guests | 60 confirmed attendees; one service format | Ready if the change trigger is documented |
| Labour | 12 preparation hours; 10 on-site hours | Ready when roles and included time are named |
| Logistics | One delivery/setup window; named rental lines | Stop while equipment responsibility is unresolved |
| Basis | Neutral currency; one event; tax included or excluded explicitly | Never mix bases silently |
Completed example and planner hand-off
Labelled scenario
The record changes status only when the missing equipment responsibility is resolved. It deliberately does not calculate a selling price.
| Case or record | Inputs and arithmetic | Interpretation |
|---|---|---|
| Incomplete record | 60 guests, labour and delivery recorded; equipment owner missing | STOP — resolve responsibility and cost inclusion |
| Completed record | Same record with rental owner, basis, exclusions and change trigger confirmed | READY FOR PLANNER — calculate only in the registered tool |
Calculate the scenario, then review event profit
Use the calculation owner for the next step
- Catering Quote & Margin Planner
Build a quote from portions, labour, logistics, contingency and margin
- Catering Event Profitability Planner
Test catering event profit after food, staffing, logistics, waste and venue constraints
Questions and limitations
- Does this checklist calculate a quote?
- No. It prepares a bounded input record; the Catering Quote & Margin Planner owns contingency, margin, rounding and outputs.
- Should a default food-cost percentage be used?
- No. Enter the business’s own reconciled costs and quantities; this guide supplies no benchmark.
Sources and scope
- Catering Event Details and Quote Sheet — University of Alabama: Corroborates separating event-detail capture from calculation; not a universal contract.
- Catering quote cost checklist — Catermonkey: Industry corroboration only; no percentage or default is adopted.