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:
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:
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:
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:
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:
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