Competency Based Qualification

ICM Level 3 Award in Barista Skills

Barista Skills Qualification

Unit Aim

This unit equips learners with advanced barista skills, sensory analysis capabilities, manual brewing expertise, equipment maintenance knowledge and supervisory skills required for senior barista or café supervisor roles. Learners develop the ability to work independently, diagnose and resolve complex problems and train and supervise others.

Unit Content

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

  • Legal responsibilities: employer and employee duties under local public health, food hygiene, and food safety legislation
  • 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
  • Risk assessment principles: identifying, evaluating and controlling risks
  • Common workplace hazards: slips, trips, falls; burns and scalds; breakages; chemicals; manual handling; electrical
  • Supervisory responsibilities: monitoring junior staff, enforcing safety standards, conducting safety briefings
  • Advanced allergen management: training staff, updating allergen information, handling cross-contamination incidents
  • Emergency leadership: leading evacuation, first aid response, incident management

LO2: Know how to prepare for service at a specialist coffee station

Advanced calibration:

  • Espresso machine calibration: temperature (92-96°C optimal), pressure (9 bar optimal), pre-infusion time, boiler pressure
  • Grinder calibration: zero point, burr alignment, grind size adjustment based on extraction time and flavour

Advanced fault diagnosis:

  • Pressure issues: low pressure (blocked jets, pump issues), high pressure (blocked group head, tamping too hard)
  • Temperature inconsistency: thermostat issues, scale build-up, heating element problems
  • Pump problems: not priming, weak flow, no pressure
  • Electrical faults: tripping, not switching on, display errors
  • Reporting vs resolving: when to attempt fix, when to escalate to technician

Demand forecasting:

  • Service patterns: analysing busy periods, seasonal variations, special events
  • Stock planning: daily, weekly, monthly requirements
  • Waste minimisation: ordering right quantities, adjusting for changing demand

Opening documentation:

  • Checklists: equipment checks, temperature logs, stock counts
  • Calibration records: grinder, machine temperature, water quality
  • Hazard Analysis and Critical Control Points (HACCP) records: temperature logs for refrigerated storage, cleaning schedules

LO3: Know the principles of specialty espresso extraction

Advanced espresso science:

  • Extraction variables: dose, yield, time, temperature, pressure, all interdependent
  • Brew ratio: calculation (e.g., 1:2 = 18g dose, 36g yield), standard for specialty coffee
  • Refractometer use: Total Dissolved Solids (TDS) (optimal 8-12%), extraction yield (optimal 18-22%)
  • Specialty Coffee Association (SCA) flavour wheel: categories, floral, fruity, sour/fermented, green/vegetative, roasted, spicy, nutty/cocoa, sweet
  • Parts of an espresso: crema, body, heart

Coffee species:

  • Arabica: floral, fruity, complex, lower caffeine (1.2%), grown at high altitude, accounts for 60-70% of world production
  • Robusta: strong, bitter, high caffeine (2.2%), grown at low altitude, used in blends, instant coffee
  • Liberica: woody, smoky, unique flavour, rare, grown in Southeast Asia

Coffee processing methods:

Method Description Flavour Impact
Natural/DryWhole cherries dried in sunFruity, heavy body, winey
Washed/WetCherries pulped, fermented, washedClean, bright acidity, crisp
HoneyMucilage left on during dryingSweet, balanced, syrupy
AnaerobicFermented in oxygen-free environmentFermented, complex, funky
Carbonic MacerationFermented in CO2 environmentWiney, fruity, unique

Roasting:

  • Purpose: develop flavour, create soluble compounds, remove moisture
  • Roast levels:
    • Light: cinnamon, high acidity
    • Medium: balanced, popular
    • Dark: bold, bitter, low acidity
  • Common roast defects:
    • Scorching: too high heat
    • Tipping: burnt bean tips
    • Baking: under-developed flavour
    • Under-developed: grassy, peanut

Diagnosing extraction problems:

Problem Symptoms Cause Correction
Under-extractionSour, thin, fast flow, low Total Dissolved SolidsGrind too coarse, low dose, low tempGrind finer, increase dose, increase temp
Over-extractionBitter, dry, slow flow, high Total Dissolved SolidsGrind too fine, high dose, high tempGrind coarser, reduce dose, reduce temp
ChannelingUneven, spritzing, patchy cremaPoor distribution, uneven tampDistribute better, tamp level

LO4: Know the science of milk texturing

Milk composition:

  • Fat: creamy mouthfeel, foam stability, sweetness perception
  • Protein: foam structure (casein), stabilises air bubbles
  • Lactose (sugar): sweetness, browning during steaming
  • Water: 85-90%, affects viscosity

Plant-based milk differences:

Milk Type Protein Fat Sugar Steaming Adjustment
SoyHighMediumLowNeeds careful aeration
OatLowMediumHighNatural sweetness, easy to foam
AlmondLowLowLowNeeds stabilisers, fine bubbles

Latte art patterns:

  • Heart: basic pattern, beginner-friendly
  • Rosetta (leaf): intermediate pattern, requires controlled pour
  • Tulip: advanced pattern, requires stacking and pouring technique

Salvaging milk errors:

  • Rebooting texture: re-steam if salvageable
  • Incorporating into other drinks: use over-frothed milk in drinks requiring stiff foam (e.g., cappuccino)
  • Discarding: if burnt or above 70°C, discard and restart

LO5: Know how to prepare and serve advanced beverages

Manual brewing methods:

Method Grind Size Ratio Water Temp Steep/Pour Time
V60Medium-fine1:15-1:1790-96°CBloom, spiral pour
ChemexMedium-coarse1:15-1:1790-96°CBloom, continuous pour
French pressCoarse1:12-1:1590-96°C4 minutes
AeroPressFine1:10-1:1580-96°C1-2 minutes
SyphonMedium1:15-1:1790-96°C1-2 minutes
Cold brewCoarse1:8-1:12Cold water12-24 hours

Signature beverages:

  • Recipe creation: concept, ingredient selection, testing, refinement
  • Seasonal menu planning: adapting to seasonal ingredients, customer preferences, trends
  • Flavour balancing: sweet, bitter, acidic, savoury, creating harmonious profiles

LO6: Know how to apply sensory analysis and coffee cupping

Specialty Coffee Association (SCA) cupping protocol:

  • Equipment: cupping bowls (identical), spoons (2 per person), grinder, kettle, scale, timer
  • Sample preparation: 8.25g coffee per 150ml water (coffee:water ratio 1:18)
  • Water temperature: 93°C
  • Steep time: 3-5 minutes before breaking crust
  • Crust break: using two spoons, evaluate aroma, skim floating grounds
  • Tasting: slurping to aerate, evaluate flavour, aftertaste, acidity, body, balance

Sensory vocabulary:

  • Flavour notes: floral (jasmine, rose), fruity (berry, citrus, stone fruit), nutty (almond, hazelnut), chocolate, spicy (cinnamon, clove)
  • Acidity: bright, clean, sharp, flat, malic (apple), citric (citrus), phosphoric (cola)
  • Body: light, creamy, syrupy, thin, heavy, tea-like
  • Defects: quakers (unripe beans, peanut-like), over-fermented (winey, vinegar), baked roast (flat, bread-like), under-developed (grassy, peanut, hay)

LO7: Know how to perform preventive maintenance and advanced troubleshooting

Espresso machine maintenance:

  • Daily: backflush with water, purge steam wand, clean group head and portafilters
  • Weekly: chemical backflush (with cleaning tablet), descale (as per manufacturer), clean steam wand tip
  • Monthly: replace gaskets, clean shower screens, check pressure gauges, inspect water lines

Grinder maintenance:

  • Burr removal and cleaning: regular brushing, removing old coffee oils
  • Burr replacement indicators: dull edges, inconsistent grind, longer grinding time
  • Calibration: after burr replacement, adjusting zero point, testing grind consistency

Water quality management:

  • TDS (Total Dissolved Solids): optimal 75-250ppm for coffee extraction; too high (bitter), too low (flat)
  • pH: optimal 6.5-7.5 (neutral to slightly alkaline)
  • Hardness: optimal 50-100ppm CaCO3; too high (scale), too low (corrosive)
  • Filter replacement: carbon filters (every 3-6 months), softening filters (as per manufacturer)

LO8: Know how to supervise café operations

Workflow management:

  • Order sequencing: espresso-based vs manual brew, multiple drinks per ticket, prioritising
  • Peak period coordination: assigning positions (register, bar, support), managing ticket times
  • Customer wait management: communication, realistic expectations, apology for delays

Training and delegation:

  • Demonstrating techniques: showing correct methods, explaining why, allowing practice
  • Providing feedback: constructive, specific, timely, positive reinforcement
  • Assigning tasks: based on skill level, experience, development needs

Stock and waste management:

  • Inventory counting: daily (high-value items), weekly (all items), monthly (full stocktake)
  • Par level setting: minimum stock to maintain, reorder points
  • Waste tracking: milk waste (texturing errors), coffee waste (dialling in), food waste (pastries)
  • Order placement: supplier communication, delivery scheduling, quality checking

Customer service:

  • Collecting customer feedback: methods (verbal, written, digital), frequency, recording
  • Responding to feedback: acknowledging, acting, following up
  • Customer service reports: purpose (identifying trends, improving service), content (complaints, compliments, suggestions, actions taken)

LO9: Know how to contribute to a coffee business

Entrepreneurship:

  • Concept: identifying opportunities, creating value, taking calculated risks, innovation, and problem-solving in the coffee industry.
  • Types of entrepreneurs:
    • Small business entrepreneur: starting and running a small coffee shop or café.
    • Social entrepreneur: using coffee business to address social or environmental issues (e.g., fair trade, community development).
    • Scalable entrepreneur: building a coffee business with growth potential (e.g., coffee roastery, chain of cafés).
    • Intrapreneur: driving innovation within an existing coffee business (e.g., developing new products, improving processes).
  • Starting a business:
    • Business plan: purpose, structure, and key components (executive summary, market analysis, operational plan, financial projections).
    • Registration and licensing: business registration, food service permits, health and safety certificates, alcohol licensing (if applicable).
    • Funding: loans, grants, investors, crowdfunding.
    • Location: selecting a suitable location, sourcing equipment (espresso machine, grinder, etc.).
    • Equipment: identifying and sourcing essential coffee equipment.
    • Staffing: recruitment, training, and staff management.

Marketing:

  • Promoting specialty coffee:
    • Branding: logo, colour scheme, brand story, values.
    • Social media: Instagram, Facebook, TikTok; showcasing products, behind-the-scenes, customer engagement.
    • Local marketing: partnerships with local businesses, events, pop-up shops.
  • Personal selling:
    • Customer engagement: building rapport, understanding customer needs.
    • Product knowledge: explaining coffee origins, flavour profiles, brewing methods.
    • Building relationships: creating trust, encouraging repeat business.
    • Closing sales: handling objections, suggesting additional items (upselling and cross-selling).
  • Challenges in sales promotions:
    • Seasonal variations: adapting to changing customer demand.
    • Competition: differentiating from other coffee businesses.
    • Customer retention: keeping customers engaged and loyal.
    • Pricing pressure: balancing quality with affordability.

Emerging trends:

  • Sustainability: ethical sourcing, carbon-neutral operations, zero-waste practices, composting coffee grounds.
  • Specialty coffee culture: single-origin coffees, micro-lots, traceability, direct trade.
  • Technology: coffee apps (ordering, loyalty programmes), online presence, AI-powered predictive ordering.
  • Plant-based and alternative milks: expanding options (oat, soy, almond, pea, etc.), customisation.
  • Third-wave coffee movement: focus on quality, origin, and craft; consumer education and appreciation.

LO10: Be able to work safely, hygienically and effectively in a coffee service environment

Safe working practices:

  • Manual handling: safe lifting technique (bend knees, straight back, feet shoulder-width apart), avoiding twisting, asking for help with heavy loads (milk crates, coffee bags)
  • Burn prevention: assume all equipment is hot; use dry cloths; keep steam wand away from body; warn customers of hot cups
  • Slip prevention: clean spills immediately; use wet floor signs; wear non-slip shoes
  • 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

Supervisory responsibilities:

  • Monitor junior staff compliance with safety procedures
  • Conduct safety briefings before shifts
  • Lead emergency evacuation if required
  • Investigate and report incidents
  • Conduct risk assessments

Personal hygiene standards:

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

Food handling and storing procedures:

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

Cross-contamination prevention methods:

  • Designated steam wand cloth for dairy-free milk
  • Colour-coded cleaning cloths
  • Cleaning between tasks
  • Clear communication with customers

Sustainable working practices:

  • Waste reduction: accurate measuring, using over-ripe fruit
  • Recycling: glass, cardboard, paper, plastic
  • Energy conservation: switch off equipment when not in use
  • Water conservation: fix dripping taps, don’t leave taps running

Customer service techniques:

  • Greeting: eye contact, smile, verbal greeting
  • Order taking: repeat order back, note modifications
  • Complaint handling: listen, apologise, take action, follow up
  • Sales techniques: upselling, suggestive selling, promotions

Teamwork and checklists:

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

LO11: Be able to prepare for service at a specialist coffee station

Calibrating equipment:

  • Espresso machine: check and adjust temperature (92-96°C) and pressure (9 bar)
  • Grinder: calibrate zero point, burr alignment, grind size adjustment

Diagnosing and resolving faults:

  • Pressure issues: low pressure (blocked jets, pump issues), high pressure (blocked group head)
  • Temperature inconsistency: thermostat issues, scale build-up
  • Pump problems: not priming, weak flow, no pressure
  • Electrical faults: tripping, not switching on, display errors

Planning ingredient requirements:

  • Analyse service patterns and customer demand
  • Forecast quantities needed for full service period
  • Minimise waste through accurate ordering

Opening documentation:

  • Complete checklists (equipment checks, temperature logs, stock counts)
  • Record calibration results (grinder, machine temperature, water quality)
  • Verify readiness of all service areas

LO12: Be able to extract espresso to specialty standards

Adjusting grind size:

  • Based on extraction time and flavour
  • Finer grind for slower extraction, coarser grind for faster extraction

Consistent extraction:

  • Dose accurately (18g for double)
  • Distribute evenly
  • Tamp level with 30-50 lbs pressure
  • Verify consistency using scales and timers

Measuring extraction parameters:

  • Use scales and timer
  • Record dose, yield, time
  • Calculate brew ratio (e.g., 18g dose, 36g yield = 1:2)

Evaluating sensory quality:

  • Crema: hazelnut colour, 3-5mm thickness, persistent
  • Aroma: rich, complex, pleasant
  • Flavour: balanced, not sour or bitter
  • Body: syrupy, not watery
  • Aftertaste: clean, pleasant, lingering
  • Compare against specialty coffee standards

Diagnosing and correcting problems:

Problem Symptoms Correction
Under-extractionSour, thin, fast flowGrind finer, increase dose
Over-extractionBitter, dry, slow flowGrind coarser, reduce dose
ChannelingUneven, spritzingDistribute better, tamp level

Using refractometer:

  • Measure Total Dissolved Solids (TDS) (optimal 8-12%)
  • Calculate extraction yield (optimal 18-22%)

LO13: Be able to texture milk to professional standards

Selecting and texturing milk types:

  • Full cream (best for microfoam)
  • Semi-skimmed, skimmed
  • Plant-based: soy, oat, almond (adjust technique accordingly)

Adjusting steaming technique:

  • Based on milk composition (fat, protein, sugar content)
  • Different aeration times for different milk types

Consistent microfoam:

  • 60-65°C temperature
  • Velvety, no visible bubbles
  • Glossy appearance

Correcting errors:

  • Rebooting texture (re-steam if salvageable)
  • Incorporating into other drinks (over-frothed milk for cappuccino)
  • Discarding if burnt

Latte art patterns:

  • Heart: basic, beginner-friendly
  • Rosetta: intermediate, controlled pour
  • Tulip: advanced, stacking technique

LO14: Be able to prepare and serve a range of advanced beverages

Core espresso beverages:

  • All core beverages to specialty standards (espresso, americano, cappuccino, latte, flat white, mocha)

Manual brewing methods:

  • Pour-over (V60 or Chemex): medium-fine grind, 1:15-1:17 ratio, 90-96°C water, bloom and pour
  • Immersion (French press or AeroPress): coarse grind, 1:12-1:15 ratio, 90-96°C water, 4 minutes steep
  • Cold brew: coarse grind, 1:8-1:12 ratio, cold water, 12-24 hours steep

Tea precision:

  • Black: 95-100°C, 3-5 minutes
  • Green: 70-80°C, 2-3 minutes
  • Herbal: 95-100°C, 5-7 minutes

Signature beverages:

  • Recipe creation (concept, ingredients, testing, refinement)
  • Seasonal menu planning
  • Flavour balancing

Examples of signature beverages:

  • Honey Cinnamon Latte
  • Salted Caramel Latte
  • White Chocolate Mocha
  • Vanilla Rose Latte
  • Spiced Chai Espresso Fusion
  • Citrus Cold Brew
  • Coconut Oat Flat White
  • Maple Pecan Latte
  • Lavender White Mocha
  • Espresso Tonic
  • Seasonal Pumpkin Spice Latte
  • Iced Berry Matcha Latte
  • Chocolate Orange Mocha

LO15: Be able to apply sensory analysis and coffee cupping

Cupping sessions:

  • Equipment: cups, spoons, cupping bowls, grinder, kettle, scale, timer
  • Sample preparation: 8.25g coffee per 150ml water
  • Water temperature: 93°C
  • Steep time: 3-5 minutes
  • Crust break: using two spoons, aroma evaluation, skim floating grounds
  • Tasting: slurping to aerate, evaluate flavour, aftertaste, acidity, body, balance

Identifying flavour notes:

  • Flavour categories: floral, fruity, nutty, chocolate, spicy
  • Descriptors: e.g., citrus, berry, caramel, chocolate, jasmine

Recognising defects:

  • Quakers: unripe beans, peanut-like
  • Over-fermented: winey, vinegar
  • Under-developed: grassy, peanut, hay
  • Baked roast: flat, bread-like

Comparing profiles:

  • Origin: Kenya vs Ethiopia vs Colombia
  • Processing: natural vs washed vs honey
  • Roast: light vs medium vs dark

LO16: Be able to perform preventive maintenance and advanced troubleshooting

Cleaning procedures:

  • Daily: backflush with water, purge steam wand, clean group head and portafilters
  • Weekly: chemical backflush (with cleaning tablet), descale, clean steam wand tip
  • Monthly: replace gaskets, clean shower screens, check pressure gauges

Replacing grinder burrs:

  • Remove old burrs, clean, install new burrs
  • Calibrate after replacement (zero point, grind consistency)

Replacing gaskets:

  • Remove old gasket, clean, install new gasket
  • Test for leaks

Testing water quality:

  • Total Dissolved Solids (TDS) (optimal 75-250ppm)
  • pH (optimal 6.5-7.5)
  • Hardness (optimal 50-100ppm CaCO3)
  • Replace filtration components as needed

Diagnosing and resolving faults:

  • As per LO2 (knowledge); apply practically

LO17: Be able to supervise café operations

Sequencing orders:

  • Prioritise espresso-based vs manual brew
  • Manage multiple drinks per ticket
  • Coordinate team positions (register, bar, support)

Training and delegating:

  • Demonstrate techniques to junior staff
  • Provide constructive feedback
  • Assign tasks based on skill level

Stock and waste management:

  • Complete inventory counts (daily/weekly)
  • Track waste (milk, coffee, food)
  • Place orders (supplier communication, delivery scheduling)

Resolving complaints:

  • Listen, apologise, take action, follow up, document

Customer service:

  • Collect and record customer feedback: methods (verbal, written, digital), frequency, recording
  • Prepare a summary report: purpose, content, format
  • Implement a promotional activity: planning, execution, evaluation
  • Coordinate customer service activities: staff allocation, wait time management, peak period planning

LO18: Be able to contribute to a coffee business

Financial basics:

  • Portion cost calculation: sum of ingredients (coffee, milk, cup, lid, sleeve, syrup, etc.).
  • Pour cost percentage: portion cost ÷ selling price (target 25-35%).
  • Suggested selling price: portion cost ÷ target pour cost.
  • Gross profit: selling price - portion cost.
  • Gross profit margin: gross profit ÷ selling price × 100.

Entrepreneurship:

  • Business planning for a small coffee business:
    • Developing a simple business plan (concept, target market, financials).
    • Identifying funding sources and licensing requirements.
    • Understanding the local coffee market (competitors, customer preferences, pricing).

Marketing:

  • Personal selling techniques for specialty coffee:
    • Building relationships with customers.
    • Recommending coffees based on customer preferences.
    • Handling customer objections and closing sales.
    • Promotional strategies for coffee products (e.g., tasting events, seasonal specials).

Emerging trends:

  • Identifying current and future trends: researching industry developments, attending events, following industry publications.
  • Adapting business operations to respond to trends: menu updates, new products, sustainability initiatives.

Quality control and portion control:

  • Monitor beverage quality against established standards
  • Ensure correct portion sizes for all ingredients
  • Minimise waste through accurate measurement

Recommended Text

Alternative Reading

Cousins, J., Lillicrap, D., and Weekes, S. (2014). Food and Beverage Service. 9th ed. London:
Hodder & Stoughton.
Hoffmann, J. (2018). The World Atlas of Coffee. 2nd ed. Mitchell Beazley.
Rao, S. (2017). The Professional Barista's Handbook. Scott Rao.