Brewery Startup Project Checklist Template

Launch your dream brewery with confidence! Our Brewery Startup Project Checklist Template ensures every detail - from permits to fermentation - is handled flawlessly. Avoid costly mistakes and streamline your launch. Your recipe for success starts here!

This Template was installed 5 times.

Business Planning & Funding

1 of 10

Initial business planning, legal formation, securing funding, and defining financial projections.

Executive Summary

Startup Capital Required (USD)

Legal Structure (e.g., LLC, Partnership)

Target Business Launch Date

Projected Revenue (Year 1, USD)

Funding Sources

Business Plan Document

Location & Facility

2 of 10

Identifying, securing, and preparing the brewery location, including building permits and utilities.

Proposed Brewery Location

Square Footage of Facility

Date of Lease Agreement Signed

Description of Facility Condition

Zoning Compliance

Site Plan

Estimated Construction Cost

Equipment Procurement

3 of 10

Researching, purchasing, and installing brewing equipment, including tanks, fermentation vessels, and packaging machinery.

Tank Capacity (Gallons/Liters)

Fermenter Volume (Gallons/Liters)

Boiler Type

Equipment Quotes (PDF/Excel)

Hops Separator Size (inches/cm)

Expected Delivery Date

Packaging Line Speed (bottles/cans per minute)

Recipe Development & Testing

4 of 10

Developing and testing beer recipes, sourcing ingredients, and ensuring quality consistency.

Recipe Name

Recipe Description

Original Gravity (OG)

Final Gravity (FG)

ABV (%)

Primary Yeast Strain

Water Analysis Report

Notes and Adjustments

Regulatory Compliance

5 of 10

Obtaining necessary licenses and permits, ensuring adherence to local, state, and federal regulations.

Business Structure Selection (LLC, S-Corp, etc.)

Federal Brewer's Notice Filing Date

State Brewer’s License Application Date

Federal Brewer's Notice Identification Number

Type of Federal License

Description of Operations (for License Application)

Copy of Federal License Application

Alcohol Sales Permit Type

Sourcing & Supply Chain

6 of 10

Establishing relationships with suppliers for hops, malt, yeast, and other essential ingredients.

Primary Malt Supplier

Hop Variety - Initial Order

Initial Malt Order Quantity (lbs)

Initial Hop Order Quantity (lbs)

Yeast Supplier

Estimated Delivery Date - Initial Malt Order

Notes regarding supplier pricing and terms

Brewery Setup & Commissioning

7 of 10

Preparing the brewing system for operation and verifying its functionality.

Water Pressure (PSI)

Hot Water Temperature (°F)

Refrigeration Unit Temperature Setpoint (°F)

Steam System Test Result

CIP System Test Result

First Brew Date

First Brew Start Time

Commissioning Notes

Staffing & Training

8 of 10

Hiring and training brewery staff, including brewers, packaging personnel, and sales representatives.

Number of Brewers to Hire

Number of Packaging Personnel Needed

Number of Sales/Distribution Staff

Preferred Brewing Certification (if any)

Target Date for First Brewer Hire

Training Program Outline Description

Sample Training Manual

Initial Training Focus Area

Branding & Marketing

9 of 10

Developing branding materials, creating a marketing plan, and establishing a sales strategy.

Brand Story Narrative

Logo Files (Vector & Raster)

Target Audience Segments

Brand Personality (Choose Primary)

Marketing Slogan/Tagline

Estimated Marketing Budget (Initial)

Launch Date Promotion Campaign Start

Launch & Distribution

10 of 10

Planning and executing the brewery launch, establishing distribution channels, and managing initial sales.

Official Launch Date

Launch Event Start Time

Launch Event Location

Initial Beer Production Run (Cases)

Distribution Channels (Select all that apply)

Press Release Draft (Brief Summary)

Marketing Materials (Posters, Flyers)

Launch Event Type

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