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Operational template

Wine by the Glass Strategy Template

Design, implement, and control your wine-by-the-glass program with an operational document covering selection, pricing, rotation, and objectives.

Complete operational plan Instant download

The downloadable file is in English.

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Why do you need a formal wine-by-the-glass strategy?

Wine by the glass is one of the most powerful margin levers in restaurants, but without a structured plan, it's managed reactively: uncontrolled losses, stagnant selection, and missed sales opportunities.

Invisible losses eroding margins without showing up in the numbers

Selection that doesn't change for weeks or months

Pricing calculated arbitrarily, copying bottle margins

Staff unable to explain or recommend wines by the glass

Content

What's included in the template

A complete working document to professionally manage your wine-by-the-glass program.

Selection matrix by the glass

Fields to record each reference: name, winery, style, cost, and retail price

Recommended distribution by type: sparkling, white, rosรฉ, red

Selection criteria: versatility, preservation, margin, and food pairing

Space for rotating and fixed references

Wine-by-the-glass pricing calculator

Cost recovery formula over 2-3 glasses

Comparative table: glass price vs percentage of bottle

Pricing scenarios: standard glass, half glass, and generous format

Target margin guidelines by price range

Rotation plan

Monthly calendar with reference entry and exit slots

Criteria to decide when to rotate: sales, losses, seasonality

Protocol for communicating changes to service staff

Historical record of references and performance

Loss and KPI tracking

Opening log with date, time, and responsible person

Automatic loss calculation by reference and period

Key KPIs: glasses sold per service, average ticket per glass, glass-to-bottle ratio

Monthly targets and performance tracking

Who is this resource for

  • Restaurants offering or wanting to offer wine by the glass
  • Service managers overseeing glass wine offerings
  • Sommeliers wanting to professionalize the program
  • Wine bars and wine shops with high glass rotation
  • Hotels with wine-by-the-glass service across multiple locations

When to use it

  • When launching a new wine-by-the-glass program
  • When loss exceeds 15% of open glass costs
  • If the glass selection hasn't changed in more than 6 weeks
  • When preparing seasonal menu reviews
  • When you want to measure actual performance of your glass offering

What this resource gives you

Controlled margins

Pricing calculated strategically and losses monitored to protect profit.

More sales by the glass

Attractive selection, constant rotation, and staff trained to recommend.

Data-driven decisions

Clear KPIs to know what works and what needs adjustment.

Frequently asked questions

How does this differ from the Wine by the Glass Guide?โ–พ

The guide explains concepts and best practices. This template is an operational document you can fill in and use directly to manage your program day to day.

How many wines by the glass should I offer?โ–พ

It depends on your restaurant type. The template includes recommendations by category, but 6 to 12 references is typical for most restaurants.

Do I need a preservation system?โ–พ

For more than 8 glass references, a preservation system significantly reduces losses and usually pays for itself in a few weeks.

Related content

Manage your wine by the glass with Winerim

Winerim automates wine-by-the-glass management: pricing, rotation, loss control, and smart recommendations for your staff.