Free: Restaurant Board Deck Template (15 slides)
The 15-slide template restaurant CFOs and operators use when they present to a board, an investor, or a lender. Dark green accent, sans-serif, clean layout. Every slide has instructions at the bottom telling you what goes there. Delete the instructions before you present.
Get the template
No signup required. Or enter your email below and we will also send you the operator playbook that goes with it.
What is in it
- Cover — company, period, prepared by
- Executive summary — result, concern, ask
- Month vs plan — P&L snapshot with variance
- Quarter vs prior year — sales and margin trends
- Cash position and burn — KPIs plus a 12-week chart
- AR / AP aging — aging table plus commentary
- Unit performance — SSS, new units, unit EBITDA
- Prime cost trend — rolling 4-week chart with target band
- Labor cost trend — rolling 4-week chart with leverage notes
- Delivery / off-premise mix — channel mix pie plus economics table
- Capital plan and debt — debt stack plus priorities
- Pipeline — LOIs, leases, hires, acquisitions in flight
- Risk register — severity, likelihood, owner, mitigation
- Key decisions needed — decision-not-discussion format
- Appendix — supporting detail and reference material
How to use it
Open the file in PowerPoint or Keynote (yes, Keynote opens .pptx). Every slide has a muted instructions line at the bottom telling you what belongs there. Fill in the bracketed prompts, replace the placeholder charts with real ones from your accounting stack, and delete the instruction lines before you present. The whole deck should take about 90 minutes to fill the first time and 30 to update each subsequent month.
Who this is for
Restaurant owner-operators presenting to a board, a lender, an investor, or a family office. Multi-unit operators running quarterly reviews. Fractional CFOs standardizing across a portfolio. If you have never presented to a board, this template also works as a self-review scorecard.