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Sips & Souls Cafe — Event Operations Plan

Filled by the Operations Manager after the Event Proposal Form has cleared Pre-Check.

This is where we figure out whether we can actually execute, what it costs, and what we'd bring. Goes to the team review meeting alongside the Proposal Form for the final go/no-go decision.


Linked Proposal Form: _________

Operations Manager: _________

Date filled: _________


1. Staffing

Who's on the event (name, role) ________
Hours required per person (incl. travel, setup, teardown) ________
Impact on regular cafe staffing — who covers shop? ________
Can all event staff stay through teardown? ________

2. Menu & Product

Selling / giveaway / both? ________
What we're serving / bringing ________
Why this menu fits (weather, audience, our capacity) ________
Sample size (if giveaway) or pricing (if selling) ________
Payment method (if selling): SpotOn mobile / cash / Square / other ________
Permits, sales tax, temp food license needed? ________

3. Supplies & Equipment

Supplies needed (cups, milk, coffee, ice, etc.) and quantities ________
Equipment (brewers, kettles, dispensers, scale, etc.) ________
What's missing and how we'll get it ________

4. Logistics

Transport plan (vehicle, driver, departure time) ________
Power needs and on-site power availability ________
Weather contingency (tent, ice, indoor backup) ________
Setup window (arrival → ready to serve) ________
Teardown plan and target out-time ________

5. Marketing Materials

  • Business cards
  • Take-home menus
  • Door prize / giveaway
  • Sign-up sheet (mailing list)
  • Other: _________

6. Cost Estimate

Line item $
Vendor fee _
Supplies (above what we'd use anyway) _
Staff hours @ rate × hours _
Transport / fuel _
Other _
Total estimated cost _
Expected revenue (if selling) $ _
Net $ _

7. Recommendation

☐ Recommend GO — feasibility confirmed

☐ Recommend NO-GO — operational reasons: ________

☐ Recommend DEFER — need to resolve: ________

Why: _________



Team Review — filled at the meeting

Date reviewed ___
Attendees _________

Decision: ☐ Go ☐ No-go ☐ Defer (revisit when: ___)

Event Lead (if Go): _________

Next steps & deadlines:



Reviewed by (initials): __ _ ___