Competency Based Qualification

ICM Level 2 Award in Bartending and Mixology

Bartending and Mixology Qualifications

Unit Aim

This unit will allow learners to demonstrate competency in preparing and serving a range of cocktails and non-alcoholic mixed drinks (mocktails). Learners will be able to prepare equipment and ingredients, interact with customers, assemble and serve cocktails using correct mixology techniques, apply responsible alcohol service, and work safely and hygienically as an effective team member.

Unit Content

LO1: Know how to work safely, hygienically and effectively in a bar environment

Common workplace hazards:

  • Slips and spills: wet floors, spilled drinks, ice, broken glass
  • Manual handling: lifting kegs, crates, bottles, heavy stock
  • Electrical: blenders, refrigerators, ice machines near water
  • Glass breakage: glasses, bottles, risk of cuts
  • Chemical: cleaning agents, sanitisers, glass wash chemicals

Health and safety procedures:

  • Broken glass procedure: brush and dustpan, never hands; separate bin for broken glass
  • Manual handling: safe lifting; bend knees, straight back, feet shoulder-width apart; asking for help, team lifting
  • Fire regulations: location of extinguishers, evacuation routes, assembly point
  • First aid: location of first aid kit, first aider identification, treating cuts and burns
  • Accident reporting: accident book location and completion, reporting to supervisor, near-miss reporting

Personal hygiene standards:

  • Clean clothing: clean apron/uniform daily, non-slip shoes, hair tied back or netted
  • Handwashing: wet, soap, 20 seconds, rinse, dry with paper towel; when to wash: before starting, after touching face/hair, after handling waste, after cleaning, after handling money
  • Illness reporting: vomiting, diarrhoea, infected wounds; not permitted to handle food/drink; 48-hour symptom-free rule
  • No jewellery: on hands/wrists (rings, bracelets, watches)
  • Cover cuts and grazes: waterproof blue plaster

Personal Protective Equipment (PPEs):

  • Black leather low-heeled shoes
  • Black trouser/skirt
  • Bowtie
  • Half coat
  • Waiter’s cloth

Cleaning equipment and materials:

  • Cleaning equipment: mops, mop buckets, dust pan and brush, brooms, soft brush, hard brush, dust bin
  • Cleaning materials: detergent, sanitizers, wipes, cleaning cloths, dust bin liners

Bar cleaning procedures:

  • High dusting
  • Sweeping
  • Low dusting
  • Damp dusting
  • Cleaning the floor

Expiry dates:

  • Best before date
  • Use by date
  • Expiration date
  • Sell by date

Bar surfaces:

  • Counter tops
  • Table tops
  • Shelves

Food storage and preservation:

  • Temperature control
  • Date labelling
  • FIFO rotation
  • Allergen separation

Industry knowledge and trends:

  • Current trends in mixology and bartending
  • Consumer preferences and emerging ingredients
  • Sustainable practices in bar operations

Allergen awareness:

Common allergens in bars:

  • Nuts: syrups, orgeat, nut-based liqueurs, garnishes
  • Dairy: cream, milk, yoghurt in some cocktails
  • Eggs: egg white in sours, flips, egg-based liqueurs
  • Gluten: some bitters, beer-based cocktails, certain spirits
  • Sulphites: some mixers, wines
  • Soya: some syrups, emulsifiers

Cross-contamination prevention:

  • Designated equipment for allergen-free drinks
  • Colour-coding (cloths, chopping boards, utensils)
  • Cleaning between tasks
  • Labelling
  • Separate workstations
  • Clear communication with customers

Sustainability practices:

  • Waste reduction: using whole fruit (zest then juice), portion control, minimising over-pouring
  • Recycling: glass bottles, cardboard, cans, plastic
  • Energy conservation: switching off equipment when not in use, efficient refrigerators
  • Water conservation: fixing dripping taps, not leaving taps running unnecessarily, efficient glass washing

Teamwork and communication:

  • Communication calls: “Behind you” (when passing behind colleague), “Heard” (acknowledged), “Ordering: two margaritas”
  • Supporting colleagues: restocking someone else’s station when quiet, stepping in to help when orders back up, asking for help when needed
  • Handovers: communicating stock levels, equipment faults, customer issues to next shift
  • Checklists: opening, handover, closing; complete and sign off

Legislative Framework:

  • Public health
  • Food hygiene
  • Food safety
  • Responsible alcohol service
  • Centres may reference local legislation relevant to their jurisdiction. Examples:
    • Kenya: Food, Drugs and Chemical Substances Act (Cap 254); Public Health Act (Cap 242); Alcoholic Drinks Control Act 2010
    • United Kingdom: Food Safety Act 1990; Licensing Act 2003 (for centres operating in the UK or seeking UK comparability)

LO2: Know how to prepare the bar area, equipment, and ingredients for service

Bar equipment:

Equipment Purpose Key Technique
Boston shakerMixing and chillingShake vigorously 10-15 seconds
Cobbler shakerMixing and chillingShake, built-in strainer
Stirring glassGentle mixingStir 30-45 seconds
BlenderFrozen cocktailsBlend until smooth
MuddlerReleasing oils/juicesGentle press and twist
JiggerAccurate measuringFill to rim, level off
Hawthorne strainerSeparating ice and solidsHold flush against shaker
Julep strainerSeparating ice and solidsFit inside mixing glass
Speed pourerFree-pouringCounted pour
Citrus squeezerFresh juice extractionCut fruit, press firmly
Bar knifeCutting fruitCut away from body
Chopping boardCutting garnishesCut away from body
CorkscrewOpening wine bottlesInsert, twist, pull
Wine basketServing wine horizontallyPlace bottle, secure
Bottle openerOpening beer bottlesPlace, press, lift
Wine bucketChilling wine bottlesFill with ice, place bottle
Bar spoonStirring cocktailsStir gently
DecanterServing wineDecant carefully
Ash trayDisposing ashEmpty regularly
RefractometerMeasuring Total Dissolved SolidsCalibrate, place sample, read
Precision scales (0.1g)Accurate measurement of ingredientsTare, measure
Immersion blenderCreating foams and emulsionsSubmerge, blend

Glassware:

Glass Type Typical Cocktails
HighballMojito, Gin & Tonic, Cuba Libre
Old FashionedOld Fashioned, Whiskey on rocks
MartiniMartini, Manhattan (up)
CoupetteMargarita (up), Daiquiri (up)
FluteMimosas, champagne cocktails
HurricanePiña Colada, frozen drinks
Shot glassLayered shots, straight spirits
Brandy balloonBrandy, Cognac
Paris gobletWine cocktails
Champagne saucerChampagne cocktails

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Ingredients and storage:

  • Fresh fruit: refrigerated below 5°C, washed before use
  • Fruit juices: fresh or packaged, refrigerated after opening, check expiry
  • Syrups: refrigerated after opening, date labelled
  • Alcohol: ambient temperature, secure storage (locked if required), FIFO rotation
  • Mixers: sodas, tonics, ginger beer; ambient, check carbonation

LO3: Know how to interact with customers to take orders and provide information

Customer service elements:

  • Greeting: acknowledge within 60 seconds, eye contact, smile, verbal greeting
  • Active listening: paying attention, noting modifications, repeating back
  • Professional behaviour: polite, friendly, knowledgeable, confident

Information provision:

  • Ingredients: what’s in the drink, allergens
  • Characteristics: flavour profile; sweet, sour, bitter, savoury, spicy
  • Measures: standard pour sizes (25ml/50ml)
  • ABV: alcohol by volume, strength relative to other drinks
  • Price: clear communication, no surprises

Sales techniques:

  • Upselling: “Would you like that with premium vodka for an extra 200 KES?”
  • Suggestive selling: “That mojito pairs really well with our beef sliders.”
  • Maximising orders: “We also have a pitcher size if you’re sharing.”
  • Cross-selling: “Would you like to see our food menu?”

LO4: Know the principles of cocktail assembly and mixology techniques

Mixing methods:

Method Description Example Key Technique
ShakenVigorous with iceMargarita, Daiquiri10-15 seconds
StirredGentle with iceMartini, Manhattan30-45 seconds
BlendedWith crushed iceFrozen Daiquiri15-20 seconds
MuddledPressing ingredientsMojitoGentle press and twist
BuiltLayered in glassGin & TonicAdd ingredients, gentle stir
LayeredDifferent densitiesB-52Pour over back of spoon

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Measuring:

  • Jigger: 25ml/50ml standard sizes; fill to rim, level off
  • Free-pouring: only where permitted; counted pour (e.g., 4-count = 1 oz / 25ml); regular calibration
  • Standard pour sizes: single 25-30ml, double 50-60ml

Ice types:

  • Cubed: standard, for most cocktails
  • Crushed: for mojitos, mint juleps, frozen drinks
  • Block/large cube: for spirits on the rocks, slow melting

Garnishes:

  • Citrus wheels: lemon, lime, orange; cut 2-3mm thick, slit
  • Citrus zest: peel strip, twist over drink, rub rim
  • Cherries: skewer or drop
  • Olives: skewer (1-3)
  • Mint sprig: slap to release oils
  • Salt/sugar rim: rub citrus on rim, dip in salt/sugar
  • Jelly crystals

Common mixology mistakes and correction:

Mistake Correction
Over-muddling (bitter, shredded)Gentle press and twist only
Incorrect dilutionMeasure ice, shake/stir correct duration
Wrong glasswareMemorise glass-to-cocktail matching
Over-pouringUse jigger, don't free-pour unless trained
Cross-contaminationRinse equipment between cocktails

‍‍
Mocktails:

  • Shirley Temple
  • Virgin Mojito: muddled mint, lime, sugar syrup, soda water
  • Virgin Piña Colada: pineapple juice, coconut cream, blended with ice
  • Fruit sparkler: fresh fruit puree, soda water, mint garnish
  • Creative soda combinations: ginger beer + lime + mint, sparkling water + fruit syrup + fresh berries

Cocktails:

  • Bloody Mary
  • Screwdriver
  • Whisky Sour
  • Pink Gin
  • Old Fashioned
  • Piña Colada

Still room beverages (awareness):

  • Tea, coffee, and chocolate are prepared in bar environments, particularly in hotels and restaurants
  • Refer to ICM Barista Skills qualifications for detailed preparation methods
  • Bartenders may be required to prepare these beverages; learners should be familiar with basic preparation and service

Non-alcoholic dispense bar beverages:

  • Mineral water
  • Aerated water: soda water, tonic water, ginger ale
  • Fruit juices
  • Syrups
  • Squashes
  • Smoothies
  • Vegetable juices

Alcoholic beverages:

  • Wines
  • Spirits
  • Beers
  • Bitters
  • Liqueurs
  • Cider and perry
  • Aperitifs

LO5: Know how to apply responsible alcohol service and handle incidents

Legal framework:

  • Legal drinking age: as defined by local legislation (e.g., 18 years in Kenya); check ID if customer appears under 25
  • Permissible hours: as per local licensing laws
  • Duty to refuse service: to anyone already intoxicated or underag

‍Identifying intoxication:

Physical Signs Behavioural Signs
Slurred speechLoud, aggressive language
Unsteady balanceOverly friendly/inappropriate
Flushed face, glassy eyesDifficulty paying
Spilling drinksInsisting on more drinks


Refusal of service procedure:

  1. Stop pouring; do not serve another drink
  2. Offer water or soft drink instead
  3. Politely explain: “I’m sorry, I can’t serve you any more alcohol tonight.”
  4. Call supervisor or security if customer becomes aggressive
  5. Complete incident report

Incident reporting:

  • Contents: date, time, location, description, witnesses, actions taken, follow-up
  • Logbook: for refused service and disorderly conduct
  • Accident book: for injuries

LO6: Be able to work safely, hygienically and effectively in a bar environment

Safe working practices:

  • Glass handling: never pick up broken glass with bare hands; use brush and dustpan; separate bin for broken glass
  • Spill management: clean spills immediately; use wet floor signs
  • Manual handling: safe lifting (bend knees, straight back, feet shoulder-width apart); ask for help with heavy items (kegs, crates)
  • Electrical safety: check cables for damage; keep electrical equipment away from water; do not overload sockets; report faulty equipment
  • Fire safety: locate fire extinguishers and fire blanket; know evacuation routes; know how to raise the alarm

Personal hygiene standards:

  • Handwashing: before starting, after touching face/hair, after handling waste, after cleaning, after handling money
  • Protective clothing: clean apron/uniform; non-slip shoes; hair tied back
  • Illness reporting: vomiting, diarrhoea, infected wounds; not permitted to handle food/drink (48-hour symptom-free)
  • No jewellery: on hands/wrists; cover cuts and grazes with waterproof blue plaster

Food handling and storing procedures:

  • Temperature monitoring: check fridge temperature (below 5°C) at start and end of shift; record in log
  • FIFO rotation: use older stock first; label and date all opened items
  • Date labelling: label all opened juices, syrups, and perishable ingredients with opening date and discard by date
  • Allergen separation: store allergen-containing ingredients separately; use designated equipment for allergen-free drinks

Cross-contamination prevention methods:

  • Designated equipment for allergen-free drinks
  • Colour-coding (cloths, chopping boards, utensils)
  • Cleaning between tasks (sanitiser, hot water)
  • Clear communication with customers (asking, informing)

Sustainable working practices:

  • Waste reduction: use whole fruit (zest then juice); portion control; minimise over-pouring
  • Recycling: glass bottles, cardboard, cans, plastic
  • Energy conservation: switch off equipment when not in use; efficient refrigerators
  • Water conservation: fix dripping taps; don’t leave taps running unnecessarily

Customer service techniques:

  • Greeting: eye contact, smile, verbal greeting; acknowledge within 60 seconds
  • Order taking: repeat order back to customer; note modifications (“Less sweet”, “Extra lime”, “No salt on rim”)
  • Complaint handling: listen without interrupting; apologise sincerely; take action (replace drink, refund, call supervisor); follow up to ensure satisfaction
  • Sales techniques: upselling, suggestive selling, cross-selling, promoting products

Teamwork and checklists:

  • Communication calls: “Behind you”; “Heard”; “Ordering: two margaritas”
  • Supporting colleagues: restocking, stepping in to help, asking for help
  • Checklists: opening, handover, closing; complete and sign off

LO7: Be able to prepare the bar area, equipment, and ingredients for service

Bar opening duties:

  • Don PPEs as per work requirements
  • Assemble cleaning equipment and materials
  • Carry out bar cleaning procedures: high dusting, sweeping, low dusting, damp dusting, cleaning the floor
  • Sweep and mop bar floor
  • Wipe down all surfaces: bar top, back bar, refrigerators
  • Clean bar surfaces: counter tops, table tops, shelves
  • Fill and check ice bins: use ice scoop, never glass
  • Check and fill garnishes: citrus wheels, cherries, olives, herbs
  • Restock straws, napkins, coasters
  • Check glassware: clean, no chips/cracks
  • Test blenders, shakers, pourers
  • Check spirit stock and secure store, locked if required
  • Prepare fresh juices (if applicable)
  • Prepare bar stock sheet
  • Take bar opening stock
  • Check expiry dates labels
  • Prepare bar requisition list
  • Re-stock bar non-alcoholic beverages
  • Re-stock bar alcoholic beverages
  • Re-stock bar food items and supplies
  • Refill ice trays
  • Store bar equipment as per work procedures

Confirming equipment:

  • Shakers: clean, undamaged, correctly assembled
  • Jiggers: clean, accurate measurements
  • Strainers: clean, undamaged
  • Muddlers: clean, undamaged
  • Blenders: clean, blade condition, motor function
  • Pourers: clean, functioning, no blockages

Preparing ingredients:

  • Fresh fruit: wash, portion, refrigerate
  • Fruit juices: fresh squeeze or pour; refrigerate after opening
  • Syrups: check stock, pump function, expiry dates
  • Alcohol: check stock, secure storage, FIFO rotation

Customer area appeal:

  • Bar stools clean and stable
  • Bar top polished, free of stickiness
  • Menus clean, not torn or stained
  • Ambient lighting and music appropriate

LO8: Be able to interact with customers to take orders and provide information

Acknowledging customers:

  • Acknowledge within 60 seconds; eye contact, verbal greeting
  • Offer water or menu immediately
  • Observe customer cues; busy/no rush, solo/group, celebrating

Providing accurate information (minimum 3 occasions):

  • Ingredients: what’s in the drink, allergens
  • Characteristics: flavour profile; sweet, sour, bitter, savoury, spicy
  • Strength: ABV percentage or relative terms
  • Price: clear communication

Assisting with choices:

  • Upselling: “Would you like that with premium vodka for an extra 200 KES?”
  • Suggestive selling: “That mojito pairs really well with our beef sliders.”
  • Maximising orders: “We also have a pitcher size if you’re sharing.”

Recording orders:

  • Repeat order back to customer
  • Note modifications (“Less sweet”, “Extra lime”, “No salt on rim”)
  • Follow workplace procedures (manual check pads, point of sale system)

LO9: Be able to assemble and serve cocktails using correct mixology techniques

Ensuring equipment clean:

  • Check shakers, jiggers, strainers, muddlers, blenders, pourers
  • Rinse equipment between cocktails to prevent cross-contamination

Selecting correct glassware:

Glass Type Cocktails
HighballMojito, Gin & Tonic
Old FashionedOld Fashioned, Whiskey on rocks
MartiniMartini, Manhattan
CoupetteMargarita, Daiquiri
FluteMimosas, champagne cocktails
HurricanePiña Colada

‍
Assembling cocktails:

  • Use jigger (25ml/50ml standard) for accurate measures
  • Follow recipes accurately
  • Use correct mixing method: shaken, stirred, blended, muddled, built, layered
  • Use correct ice type: cubed, crushed, block

Mixing methods:

  • Shaken: vigorous with ice (10-15 seconds); Margarita, Daiquiri
  • Stirred: gentle with ice (30-45 seconds); Martini, Manhattan
  • Blended: with crushed ice (15-20 seconds); Frozen Daiquiri, Piña Colada
  • Muddled: pressing ingredients; Mojito
  • Built: layered in glass; Gin & Tonic, Tequila Sunrise
  • Layered: different densities; B-52

Finishing and serving:

  • Garnishes: citrus wheels, citrus zest, cherries, olives, mint sprig, salt/sugar rim
  • Accompaniments: stirrers, coasters, napkins
  • Presentation: clean glass, no drips, garnish positioned correctly

Preparing mocktails:

  • Virgin Mojito: muddled mint, lime, sugar syrup, soda water
  • Virgin Piña Colada: pineapple juice, coconut cream, blended with ice
  • Fruit sparkler: fresh fruit puree, soda water, mint garnish

Presenting drinks:

  • Serve on coaster or napkin
  • Present to customer with eye contact and smile
  • Describe the drink if appropriate

Prepare still room beverages (awareness only):

  • Tea, coffee, and chocolate: basic preparation and service
  • Refer to ICM Barista Skills qualifications for detailed preparation methods

Prepare non-alcoholic dispense bar beverages:

  • Mineral water
  • Aerated water
  • Fruit juices
  • Syrups
  • Squashes
  • Smoothies
  • Vegetable juices

Prepare alcoholic beverages:

  • Wines
  • Spirits
  • Beers
  • Bitters
  • Liqueurs
  • Cider and perry
  • Aperitifs

Polishing glasses:

  • Polish mocktail and cocktail glasses

Post-service duties:

  • Taking closing bar stock
  • Cleaning equipment and surfaces
  • Drying equipment
  • Storing equipment
  • Waste disposal

LO10: Be able to apply responsible alcohol service and handle incidents

Checking customer age:

  • Ask for ID if customer appears under 25
  • Acceptable ID: national ID, passport, driving license or other locally recognised identification
  • Refuse service if no valid ID

Recognising intoxication:

Physical Signs Behavioural Signs
Slurred speechLoud, aggressive language
Unsteady balanceOverly friendly/inappropriate
Flushed face, glassy eyesDifficulty paying
Spilling drinksInsisting on more drinks

‍
Following legal responsibilities:

  1. Stop pouring: do not serve another drink
  2. Offer water or soft drink instead
  3. Politely explain: “I’m sorry, I can’t serve you any more alcohol tonight.”
  4. Call supervisor or security if customer becomes aggressive

Handling disorderly customers:

  • Stay calm, speak quietly and firmly
  • Do not argue or touch the customer
  • Call security or police if necessary
  • Document incident in logbook

Completing incident reports:

  • Contents: date, time, location, description, witnesses, actions taken, follow-up
  • Logbook: for refused service and disorderly conduct
  • Accident book: for injuries

Recommended Text

Alternative Reading

Cousins, J., Lillicrap, D., and Weekes, S. (2014). Food and Beverage Service. 9th ed. London:
Hodder & Stoughton.
Adams, K. (2019). The Craft of Cocktails: Mixology Techniques for the Home and Professional
Bartender. Rockridge Press.
DeGroff, D. (2018). The Essential Cocktail: The Art of Mixing Perfect Drinks. Rizzoli.
Wondrich, D. (2015). Imbibe!: From Absinthe Cocktail to Whiskey Smash. 2nd ed. Perigee
Books.