Train the Trainer: Taxonomy of a Wine Class

In a previous blog post we learned all about Bloom’s Taxonomy of Learning Objectives, and how using this concept in the design and implementation of your classes (even your wine classes) can lead to improved student learning (and engagement and retention.)

If you didn’t catch the first post in this series, you can read it here:

http://bubblyprofessor.com/2012/02/25/train-the-trainer-blooms-taxonomy-of-learning-objectives/

As promised, here are some sample learning objectives for a class on food and wine pairing, for each  each level of the hierarchy. And, since faculty often feel that they cannot develop effective test questions above the level of “knowledge” or “memory”, especially MCQ (multiple choice questions), I offer sample MCQ’s at each level.

Level 1: – Knowledge – Remembering

  • Learning Objective: List the three most important concepts to consider when pairing food and wine.
  • At this level, one simply requires the recall of information.  Warning!  A test at this level can be passed by a night of drunken “cramming” before a test, and the information forgotten by the next night of drinking!!
  • Please do not: Use this level for more than 50% of your test questions.

 Sample MCQ:  Which of the following represent the three most important concepts to consider when pairing food and wine?

  • A . Fruit, Flavor, and Tannin
  • B.  Taste, Flavor, Texture
  • C.  Fruit, Flavor, and Texture
  • D.  Taste, Flavor, and Tannin

Level 2:  Comprehension – Understanding

  • Learning Objective:  Identify what components of the food and wine equation  are almost always the most important consideration in a food and wine pairing and explain why.
  • At this level, knowledge of the three components is assumed and one tests for understanding of this knowledge.

Sample MCQ:  What components in a food are almost always the most important consideration in a food and wine pairing?

  • A.  Taste components, because specific tastes in foods will change the way wine is perceived in a predictable manner.
  • B.  Taste components, because they can be either matched or contrasted.
  • C.  Flavors, because tastes can only be matched while flavors can be matched or contrasted.
  • D.  Flavors, because “natural affinities” are among the best food and wine pairings.  

Level 3:  Application – Applying

  • Learning Objective:  Determine what is the most important element to consider when pairing wine with a specific dish, demonstrated by the following dish:  Grilled Halibut with Lemon-Caper sauce served on a bed of Asparagus Risotto. 
  • Note that at this level, knowledge of the background to the question is assumed to be both known and understood, and students are expected to apply this knowledge and understanding.  In this case, we are looking for the student to apply a known set of food and wine pairing principles.

 Sample MCQ:  When choosing a wine pairing for Grilled Halibut with Lemon-Caper sauce, what is the most important element to consider?

  • A. The lemon flavor of the sauce.
  • B. The flavor intensity of the grill marks.
  • C. The saltiness of the fish.
  • D. The acidity of the lemon sauce.

Level 4:  Analysis –Analyzing

  • Learning Objective:  Break down the various components of a dish or menu and determine what components are dominant and the effect each would have on a wine pairing. For instance, what impact would the acidity in a dish have on a white wine?
  • Note that the student is assumed to know and understand the information and to apply the information.  This objective stresses the ability to break down the food and wine in question into their component parts and assume an outcome.  Note that this question does not require the student to create a pairing (level five) or evaluate whether or not this is a good pairing (level six).

 Sample MCQ:  What effect would the Grilled Halibut with Lemon-Caper sauce produce when paired with Sauvignon Blanc?

  • A. It would make the acidity in the wine more pronounced.
  • B. It would make the acidity in the wine less pronounced.
  • C. It would bring out the bitterness in the wine.
  • D. It would make the fruity flavors of the wine pop.

 

Level 5:  Synthesis (Creation) – Creating

  • Learning Objective: Design a wine pairing of three different wines to complement the grilled halibut dish.
  • At this level, the student needs to have the knowledge and the comprehension of the principles of food and wine pairing, be able to apply it to a real-world example, and be able to analyze the components of both the food and the wines before he or she can create the pairing.

 Sample MCQ: Which of the following wine flights would make the best pairing for Grilled Halibut with Lemon-Caper Sauce, based on the proper taste components and a potential flavor bridge?

  • A.  Oaked Chardonnay, Sauvignon Blanc, and Gewurztraminer
  • B.  Unoaked Chardonnay, Sauvignon Blanc, and Gewurztraminer
  • C.  Unoaked Chardonnay, Sauvignon Blanc, and Viognier
  • D.  Unoaked Chardonnay, Sauvignon Blanc, and Riesling

Level 6:  Evaluation – Evaluating

  • Learning Objective:  Evaluate specific wine choices for a specific dish, and give your opinion on the quality of the pairings.  For instance, evaluate whether an oaked chardonnay a good choice for the grilled halibut dish in the previous question, and discuss why or why not. 
  • At this level, the student is expected to know, comprehend, apply and analyze the principles of food and wine pairing, and, describe the outcome of the pairing, and form an opinion on whether or not this is a good match.

Sample MCQ:  Is oaked chardonnay a good choice for Grilled Halibut with Lemon-Caper Sauce?  Why or why not?

  • A.  Yes, because the acidity is a good match and the saltiness of the capers will work well with the oak.
  • B.  No, because while the acidity is a good match, the saltiness of the capers will potentially clash with the oak.
  • C.  Yes, because the flavors of the lemon in the sauce will work well with the lemony flavors of the wine.
  • D.  No, because the flavors of lemon in the sauce will clash with the tropical flavors of the wine.

I hope this post gives you some guidance and encouragement to teach to all levels of the learning taxonomy.  I also hope it shows teachers that effective exam questions, even Multiple Choice Questions, can be written at all levels of the learning taxonomy and that we stop giving exams that are basically “wine trivia contests”. 

I realize that this method of teaching and writing tests is not simple, but it does get easier with practice.  However, keep in mind that teaching and testing to the higher levels of the learning hierarchy will enhance the quality of your teaching and the  validity of your exams – guaranteed! 

Cheers! 

Train the Trainer: Bloom’s Taxonomy of Learning Objectives

Benjamin Bloom  (1913 – 1999) was an interesting gentleman indeed.  Back in the 1940’s and 50’s he held several impressive roles in higher education, including 16 years as the “University Examiner” at the University of Chicago.  In this position, he analyzed and approved the university’s tests to determine if undergraduates had mastered the material necessary for them to receive their bachelor’s degrees. He also wrote or co-authored 18 books on education, all of them with the goal of “enhancing student learning”.

During his time as University Examiner, he discovered that over 95% of the test questions students encountered required them to think at only the lowest possible level…the recall of information.  In other words, most tests – even at the University level – resembled nothing more than a “memory trick.” 

I have to admit, I agree.  In my opinion, this is one of the biggest issues in education, including wine education, today.  A  while back, I was asked to look over a took a wine test written by a friend of mine.  It was intended to be the final exam in a semester-long “Professional Wine Studies”  course she was teaching at a 2-year college as part of a hospitality management program. Much to my chagrin, the test amounted to nothing more than a really long wine trivia contest. She could have sold it to Hasbro as “Trivial Pursuit – Vinous Version“!

The issue I had with the test is that all it really assessed was memorization. Very few, if any, of the questions required even the slightest bit of comprehension, application or evaluation.  Sorry to say, my friend was a member of the dreaded “lazy test writer club.”  The test she was about to give could have been passed by anyone who locked themselves in a closet with a copy of The Wine Bible for two days before the test.  Of course, the day after the test they wouldn’t remember a thing.  (We fixed the test before it went out to the examinees – global wine education crisis averted!)

 

Back to Benjamin Bloom and his solution for all this. 

In 1954, after a series of educational conferences, Bloom was tasked with leading a committee with the goal of improving  the quality of  teaching practices, curriculum development, and the validity of university exams. The result was a classification of learning objectives – the goals that educators set for learners – built around a hierarchy of levels of understanding.  In an ideal learning situation, students would master the lowest levels of learning, such as knowledge and memorization, and then move up to learning at the “higher order thinking skills” such as application, evaluation, and synthesis. If applied properly, this idea should influence or even change the way you teach, and equally importantly, how you design your tests. 

Here is a very quick overview of the six levels of learning, paraphrased in my own words. I hope they meet with Mr. Bloom’s approval.

Level 1:  Knowledge – Remembering

  • Definition:  Student recalls or recognizes information, ideas, or principles in the approximate form in which they were learned.
  • Good for:  Dates, Events, Places, Vocabulary, Key Ideas, Facts, Figures.
  • Please don’t: Write all your test questions at this level.   

 Level 2:  Comprehension – Understanding

  • Definition:  Student translates, comprehends, or interprets information based on prior learning.
  • Good for: Finding meaning, Interpreting facts, Giving examples.

 Level 3:  Application – Applying

  • Definition:  Student uses the information to solve a problem or complete a task.
  • Good for: Use of information in new situations, solving problems, case studies.

 Level 4:  Analysis –Analyzing

  • Definition: Student breaks down information into simpler parts and understands patterns and organization. 
  • Good for:  Recognizing and explaining patterns and meaning, seeing the “parts and the whole”, breaking things down, critical thinking.

Level 5:  Synthesis (Creation) – Creating

  • Definition:  Student originates, integrates and combines ideas into a product, plan, or proposal that is new to him/her.
  • Good for: Building things up, putting concepts together, creating new ideas, plans, or products.

 Level 6:  Evaluation – Evaluating

  • Definition:  Student appraises, assesses, or critiques on a basis of specific standards and criteria.
  • Good for:  Making recommendations and choices, assessing value, critiquing ideas, predicting outcomes.  

Due to its long history and popularity,  the actual wording and order of the “hierarchy” has been  revised, condensed, expanded, modernized, and re-interpreted in a variety of ways over the past 60 years.  However, Bloom’s Taxonomy has clearly stood the test of time.  Every teacher should use this material. 

It’s the year 2012, and a seminar on Bloom’s Taxonomy of Learning Objectives is included in my annual faculty development plan this year, as it is every year.  It’s one of the most important concepts I want my faculty to know..and comprehend, and apply, and analyze and evaluate.

Stay tuned later this week when I’ll provide some examples of “Bloom’s Taxonomy in Action” in wine education and testing.

Train the Trainer: The Power of Schema

Do you remember what it was like when you were trying to memorize the names of the different Champagne bottle sizes for your CSW exam?  You studied and studied, only to forget the terms by the next day.  Finally, you dreamed up a silly mnemonic device such as “Mary Jackson makes small boys nervous.”

Brilliant!!  Now you can remember M-J-M-S-B-N…in other words, the perfect sequence of:

  • Magnum
  • Jeroboam
  • Methuselah
  • Salmanazar
  • Balthazar
  • Nebuchadnezzer

Congratulations! What you did was trick your brain, and while it may have helped you pass your CSW exam, it did nothing to help you really know and understand the relevance of the different sizes of the bottles. In order to do that, you would really have to experience them.  I suggest buying one of each bottle size of your favorite Champagne, and on subsequent nights, consume the entire thing while both taking pictures and keeping an on-line journal of your thoughts. (What do you mean, that’s not practical?)  Never fear, there is an easier way.

As the Bubbly Professor, I am not here to criticize your study habits, but I am interested in just why it is so much easier to remember a sentence than it is to memorize a string of seemingly unconnected data, and how we might use such information to make our teaching and learning more effective.

It boils down to one word:  Schema.  Schema is a powerful learning concept which has been discussed in the context of educational psychology since Dr. Frederic Bartlett coined the term in the 1800’s – although if you study the educational practices of the Ancient Greeks you can clearly see that they were wise to it as well.

Schema is one of the factors of the educational process that can determine – in the first few seconds of learning – whether or not something that is being perceived will actually be remembered, and more importantly, understood.  A schema is a type of mental framework – a way of organizing thoughts around some aspect of the world. Schema involves prior knowledge, the structure of that knowledge, and the way we fit new knowledge into our “world.” 

Simply put, the brain is just not wired to remember random words, numbers, or details out of context. One of the best methods for getting students to remember details is to tell them the meaning, context, or conclusion of the material before you present the details – in other words, introduce a schema.  

According to research, (thank you, Dr. R.C. Anderson),  triggering a schema around a moment of learning can increase retention and comprehension of the salient details by between 50 and 100%.

So, how do we harness this knowledge and turn it into teaching power? 

Here are three tips:

Teach meaning before details.

As we have experienced, the brain is just not wired to remember random words, numbers, or details out of context.  To help your students remember details,   tell them the meaning, context, or conclusion of the material before you present the details.

In 2005, I did a little classroom experiment in my “Wines of France” class concerning the “facts and figures” of Beaujolais. Over the course of a year, 500 students were taught the details of the wine before the historical story of the wine, and another group of 500 were taught the story before the details.  In other words, the second group of 500 was provided with a schema. 

The results:  students who were taught the details of the wine before the telling of the story got a total of 68% of the questions on a pop quiz given the following day correct.  The students who were told the story before being told the details of the wine got a total of 91% of the answers correct.  While both figures could demonstrate the effectiveness of narrative as a teaching device, the students who were taught the meaning before the details did significantly better.

Use the power of three.

One of the easiest ways to set up a schema is to use pattern recognition using the “power of three.”  Three is the minimum number of items the brain needs to see before it recognizes a pattern,in other words, invokes a schema.  In addition, three details or “chunks” of information sit well within the limits of working memory.

It’s easy to think of dozens of examples of this concept in use in popular culture, literature, and oration.  For example:

  • Lions, and tigers, and bears (oh my!)
  • Sex, Lies, and Videotape
  • Location, Location, Location
  • Friends, Romans, Countrymen…
  • Three bears, three wishes, three graces.  Now you know why there are three!

A great tip to put this power to use is to start a session off with the statement: “Today, I want you to remember three things.”  Everyone can remember three things, it doesn’t sound too hard.  Then, it’s your job to “chunk” all your “facts and figures” into three meaningful chunks – now known as “schemata.” 

DIY Schema

Since prior knowledge is essential for the comprehension of new information, teachers either need to help students build the prerequisite knowledge, or remind them of what they already know before introducing new material. 

You might have to get creative with this, but with the subject of food and wine it is often possible to find references to our subject matter in pop culture, movies, television, and even songs. 

Another great teaching tip is to create your own set of schema by purposely “injecting” your classes or sessions with references to future material.  It takes some deliberate effort, but your students will appreciate your efforts – whether they are aware of them or not!

Train the Trainer: Storytelling as Teaching

Storytelling as Teaching

It is a proven fact that the use of storytelling – called “the narrative approach” in teaching lingo – is one of the most effective ways to add interest and engagement to a presentation.  Storytelling works in just about any educational platform from lecture to discussion to on-line, and can help you reach your audience on both an intellectual and emotional level.  A well-placed story can make theories or abstract ideas concrete and accessible, can spark interest in new material, and can help students memorize facts.

To put it simply, properly used, storytelling is a great teaching method.   I’ve used storytelling as a teaching method for decades, and would love to share with you all some of the specific ways I use stories.  Hopefully, some of them will make sense to you and you’ll be able to use them in your teaching as well.

 Use stories to spark interest when introducing a new concept.

Familiar stories, especially those from literature, movies, or popular culture, can be useful to ease the transition into a totally new subject matter. I use the familiar Edgar Allen Poe story “The Cask of Amontillado” as an introduction to the subject of Sherry. Despite its status as one of the world’s leading wines, Sherry is a very foreign subject to most of my culinary school students, and Amontillado is the only real Sherry they have ever heard of, even if they do not yet know what that means or why it matters! 

 Use stories to “sum up” the subject matter at the end of a presentation.

After a long, information-packed class, I like to tell a story to tie all the  information together and re-energize the students about the subject matter  before I conclude the class.  Some of my favorite stories and topics to use include Chianti and the Story of “The Hungry Black Rooster,” Charles Heidsieck and “Champagne Charlie,” and The History of Hungarian Wine and “Bull’s Blood.”  All of these wine stories can be found on this blog…just look  under the category “Tales of the Vine.”

Use stories as a “repetition” of important facts or concepts.

After I tell a  lecture or assign a reading that involves certain basic facts that are very important for students to remember (in other words, just about every class), I try to “weave” those facts into a historical or fictional story.  I find this to be one of my most effective methods for “pouring facts” into  my students. 

I often use the story of Emperor Charlemagne and the Vineyard of Corton-Charlemagne to prompt memory of the basic facts of Burgundy Wine, such as the type of grapes permitted, the many different vineyard names and the vineyard classifications.  Another cool trick is to tell the story at the beginnng of class – including all the pertinent facts, and re-tell the story at the end of class, but this time have the student “fill in” the facts for you. It’s a kind of “story-based quiz.”  

Use stories to tie new concepts to something students already know.

It’s a proven educational fact that all new knowledge if built off of information already in long-term memory. (Check back for a post on Constructivism as a paradigm for teaching and learning - if you dare!) Thus, tying new information to something students already know will increase their interest, engagement, and memory potential immensly.  If you can find  something in popular culture that your audience enjoys (such as a song, television show, or movie) that involves your subject matter, you have hit the jackpot, educationally speaking!

You can use the familiarity (dare I say popularity?) of Dom Perignon, Veuve Cliquot, or Cristal to interest your audience in the story of Champagne. Use the stories to spark interest in grapes, production method, and aging underground. It wil make terms like “sur lie aging” and “assemblage” much more interesting.  I have even used scenes from “James Bond” movies that feature Champagne to peak my audience’s interest in the science of the wine.  There are some awesome James Bond movie posters featuring Champagne out there you can use as visuals as well.

Use stories to engage or “wake up” your audience at any time.

Before you begin a course, seminar, or sales pitch, be armed with at least a few stories that relate to your subject.  Then, if you ever sense your audience losing interest, hit them with a story.  It’s bound to re-invigorate your talk! 

 Remember, storytelling is one of the oldest forms of teaching. 

With all our brain-based science, educational psychology, and cognitive philosophies, one thing we have learned is Aristotle was right - stories are a great way to engage, inspire, and teach our students and our selves!

For more great ideas about stories to use in teaching wine, check under the “Tales of the Vine” category on this blog.

The Bubbly Professor is “Miss Jane” Nickles of Austin, Texas…  missjane@prodigy.net

 

 

 

My Rosé Valentine

A few of my favorite rosés, and a bit about why I love them so…

Mulderbosch Rosé of Cabernet Sauvignon 2011 – Coastal Region (Western Cape), South Africa  

A sip of this beautiful, watermelon pink dry rosé is as refreshing as falling – fully clothed, including shoes – into a clear mountain lake.

Domaine Tempier Bandol Rosé 2010 

Like a big, muscular, hunky red Bandol…just standing there with its shirt off, looking straight at you and grinning.

Soter Brut Rosé 2006 – Yamhill-Carlton, (Northern Willamette Valley) Oregon

A taste of this amazing wine feels like a thousand tiny, naked angels  caressing your tongue with feathers dipped in cherry blossom  love.

Happy Valentine’s Day from the Bubbly Professor! 

Train the Trainer: Teaching to the Whole Brain

I always find it amusing when I get bored in a wine seminar.  After all, there is nothing I am more fascinated by than wine.  I have spent my entire adult life learning about and enjoying wine.  I teach wine for a living, and then in my free time go to wineries, wine tastings and wine stores.  And yet, I find myself falling asleep at a wine seminar!

What gives?  I am extremely interested in the subject at hand, and yet the speaker can lull me to sleep.  Most likely, I am being subject to a speaker that is only engaging a a mere segment  of my mind.  Most seminars include speaking (zzzzzz……………) which only engages a little area on the left side of my brain called “Wernicke’s Area.”  If you have ever heard the (not quite true) cliché that we only use 10% of our brain power, this is one situation where it makes sense.  Anyone sitting and listening to a speaker is only about 10% engaged, and the other 90% is probably either falling asleep or writing a grocery list.

To approach maximum engagement, we need to teach to the whole brain.  Luckily, modern science has given us the tools to do so.  We know now that we can teach to six separate-yet-connected parts of the brain, each controlling a different aspect of attention, cognitive processing and memory.  We also know the specific teaching techniques to use to keep all six of these areas of the brain firing on all cylinders. 

To be a practitioner of Whole Brain Teaching, work on including these six elements in your teaching:

Listening –This one is easy, as just about all teaching involves a speaker, which forces our audience to listen.  Listening is controlled by Wernicke’s area on the left side of the brain. This one is a given…however, to be a whole brain teacher, you need to move well beyond listening.

Visual – The visual cortex uses over half of the brain’s energy and is a powerful tool for both learning and engagement.  Most teachers and speakers these days use what they consider visual elements in their teaching with power point slides, white boards, and handouts.  However…words on a screen or a written handout are not true visuals!  Words on a screen or written documents are not “processed” by the brain in the same way a picture is.  When you see words on a screen you read them to yourself, and the data is processed by the verbal (listening) side of the brain.   To enhance learning and not distract the learner, make sure your visuals are true visuals – meaning pictures or graphs.  

Critical Thinking – Our brains are kind enough to give us a pleasurable “rush” of dopamine when we solve a problem.  It’s the reason that so many people like to do crossword puzzles and play Sudoku. It’s also the reason why you feel so good when your figure out how to stop the faucet from leaking or change the battery in your car.  The real rush comes from not just getting it done but the fact that you figured it out.  To put this in an educational context, remember that just sitting and listening can get very boring…but you can keep your students in the flow of what scientists call “reward-driven learning” by stimulating their pre-frontal cortex…that part of the brain that handles thought processes that involve decision making, compare and contrast, explanations, examples, and schema.  The point is to allow your students to solve a “mental puzzle” related to the subject at hand.

Movement – You can stimulate the very powerful motor cortex by adding gestures and movement to your teaching.  It may seem a bit silly, but kinetic memories are among the strongest memories.  You never really forget how to walk or ride a bike!

Speaking – Let your students talk! Adding active speech to your classes, whether from discussion or recitation, spark’s the brain region known as “Broca’s area” and is an excellent tool for engagement.  Breaking the students into small groups or even teams of two and having them relate back key points of the class, quiz each other or even “teach” each other for one or two minutes is an excellent way to bring speaking into class as a directed activity.

Emotions – The limbic system, at the center of the brain, controls emotions and emotional memories.  If you leave out the emotions, you have “hollow brain teaching”!  Use emotionally competent stimuli to invoke humor, curiosity, outrage, awe, nostalgia…any emotion will do!

Remember, the more you can use these six activities…the more you will be teaching to the whole brain…and the more your students will enjoy and remember your class.  Good Luck!

 

Miss Jane’s Top Ten Tips for Wine Lists

I was surprised to learn yesterday that “Miss Jane’s Top Ten Tip for Wine Lists,” posted back in January of 2011, is my “most viewed” post of the blog’s history.  So…just in case you missed it, I re-post it again for you today.  Enjoy!!

Miss Jane

One of the most important classes I teach in my professional wine classes is on how to write a wine list.  After a lecture (hopefully not too boring!) on my “Top Ten Tips for Wine Lists”, I divide the class into teams, and set them free to construct a wine list featuring a dozen wines that I provide to t hem. I am always amazed at how good a job they do!

Just in case you ever need to write a wine list of your own, here are my lecture notes.  Enjoy!

Miss Jane’s Top Ten Tips for Wine Lists!

1.  A good wine list should be easy to read and use.

  • No guest enjoys pulling out reading glasses and squinting in the dark, yet many wine lists squeeze too information and tiny print much onto each page.
  • Make certain wine lists can be read in low light. Choose legible fonts and reasonable type sizes.
  • Avoid italics, which run letters together.
  • Resist the temptation to fill negative space. Overly dense pages hurt the eyes and the brain. Leave enough space between lines for comfort, and start new sections on a new page.
  • Provide enough signposts on every page for diners to orient themselves quickly.
  • Title pages and sections clearly. Guests may be distracted and multitasking when using the list, so repeat headings and subheadings on every page and identify broad sections in the headers.
  • A good wine list should communicate well, make servers and customers comfortable, and sell a lot of wine!

2.  A good wine list assumes no prior wine knowledge.

  • Wine labels tend to speak of grape and region, but customers care more about flavor and style. Adding simple style indicators can boost sales and turn the wine list into a training tool for your service staff.
  • Whether or not you provide full-blown descriptions on the wine list itself is a matter of choice. However, indicating the primary grape or grape varieties will help create interest in and sell proprietary wines, blends and regionally labeled wines.
  • Indicating if a wine is sweet or dry, full-bodied or light, and other basic information will be greatly appreciated by the wine-loving novice.
  • Consider using my “5-word review” for a tiny bit of supporting information:
    • French Pinot Noir – Light and Dry.
    • Off-dry, fruity, great with sushi.
    • Light, delicate, fruity and crisp.
    • Pink bubbly, but don’t call it sweet.
    • PLEASE…even if your wine list style of choice is minimalistic, PLEASE provide detailed wine notes and descriptions to your staff, either in “wine class” style or in printed training materials! Nothing defeats the purpose of a perfectly designed wine list faster than an untrained service staff.

3.  A good wine list groups wines by style, weight, or flavor intensity…or some         other category that makes sense!

  • You can follow the tried-and-true “progressive wine list” philosophy and group your wines according to taste categories:  “Light and Delicate Whites”, followed by “Slightly Sweet Whites” followed by “Dry, Full-Bodied Whites”.  The progressive wine then lists the wines in each category from lightest to heaviest, driest to sweetest, or some other easy-to-follow variable.
  • Consider grouping your wines by food affinities, such as “Crisp, Dry Whites for Seafood” followed by “Full-bodied Whites for Roast Poultry” followed by “Big, full-bodied Reds for Steaks”…or something like that.
  • You can get creative and group wines by special interest, such as “Organic and Biodynamic Whites”, “Exotically Scented European Whites”, or (my favorite) “Cheap Thrills”. (Just be sure and see item #10, below.)

4.  A good wine list avoids “concept blur” by being appropriately priced.

  • There are many different versions of the following rule, and many organizations lay claim to the idea….but…it has been proven that wine sales increase if at least 50% of your wines-by-the-bottle are priced between 1 and 2 times the price of an average entrée.
  • For instance, if your average entrée is priced at $20.00, customers will not flinch at a bottle of wine priced between $20.00 and $40.00.  This technique keeps wine and food prices on an even keel…preventing “concept blur.” Nobody expects to drink a $200 wine with a blue cheese burger. And, for that matter, nobody wants to drink Yellowtail Shiraz with Foie Gras en croute!
  • As long as some (preferably at least 50%) of your wines fall within the “no more than twice the price of an average entrée” rule, it makes sense to offer something for person who really wants to spend more!  Customers celebrating a special occasion, trying to impress (think first dates) or on an expense account have money to burn, so you should help them burn it! Having two Pinot Noirs on the list – one at an “entry level” price point and one at a “splurge” price is a good idea.
    • For wines by the glass, it’s a good “rule of thumb” that one 4- or 5-ounce glass of wine covers the wholesale cost of the bottle.  Any additional glasses poured from the bottle are pure profit.
      • For instance, if a bottle of Kim Crawford Sauvignon Blanc has a wholesale price of $8.00, a good price for a glass is…you guessed it, $8.00.

5.  A good wine list offers customers variety, but not necessarily quantity.

  • A great wine list doesn’t have to be big, nor should it require a translator.
  • As a matter of fact, a wine list big enough to double as furniture will intimidate and confuse both servers and customers. Many customers are likely to lose interest after a page or two.
  • Confronted with a wine list the size of a phone book, most diners are going to limit their reading to a particular grape, style, or region.  Thus, it’s possible that simply having a few interesting, delightful, and well-priced wines in each category will accomplish the same sales – without the intimidation factor.
  • Balance is the key.  A good wine list should have delicious white, red, rosé, and sparkling wine as well as wines that are light and crisp or rich and heady and every style in between.
  • A good wine list should have wines that are imported and American and wines at every appropriate price point. Geography creates style, so a bit of regional diversity ensures a good balance of wines, from the flavor point of view.

 6.  A good wine list focuses on wines that enhance the food on the menu.

  • This sounds like such a no-brainer I almost left it off the list.  However, I am more convinced than ever it needs to be said, especially after my recent visit to a famous sushi restaurant (that will remain anonymous) that had five Chardonnays, ten Cabernets, and no Riesling on their wine list. What’s a girl to do when confronted with that choice? Drink Diet Coke?  (Yes.)
  • So, here goes…make sure every food item on your menu has at least two “perfect pairings” among the wines on your list.  Make sure that you either denote these on your list, train your staff to suggest them, or both.
  • Make sure you enhance your restaurant’s theme or concept by your choice of wines.  Certainly you can list a variety of wines, and not everything has to be a “cut-and-paste” thematic match, but the overall feel of your list should be the same as your overall concept and food style.

7.  A good wine list denotes four things about every wine:

            The name of the producer.

            The name of the wine itself (including any modifiers such as “Reserve”).       

            The region of origin (unless it’s a regional wine).       

            The vintage date.

  • Here’s a perfect example:  Robert Mondavi Winery Cabernet Sauvignon Reserve, Napa Valley; 2009
  • Or – Cabernet Sauvignon, Robert Mondavi Winery, Napa Valley, 2009.
  • It doesn’t really matter the order or the format….but to properly identify a wine, you need to list those four very important pieces of information!
  • Nothing will send me running for the hills faster than a wine list that just reads “Kendall-Jackson Chardonnay.”  Diet Coke, please!

8.  A good wine list visually distinguishes wine titles from supporting information.

  • Consider the following entry…from an actual wine list at an actual self-proclaimed temple of wine:
    • Cava Segura Viudas Brut Reserva Heredad, Cataluna, Spain; N/V
    • There’s nothing wrong with this entry….it follows rule #7 quite well, however, differentiating the name of the wine itself, followed by cascading hierarchies of typeface makes scanning the list faster and easier:
    • CAVA Segura Viudas “Brut Reserva Heredad”, Cataluna, Spain, N/V
    • Another good tip when listing your wines is to list the “easiest to understand” component of the wine first.  For instance:
      • CHIANTI CLASSICO Ruffino “Aziano,” Tuscany; 2007 Is easier for the customer to read and decipher than the following entry:
      • AZIANO Ruffino Chianti Classico, Tuscany; 2007.

 9.  A good wine list differentiates your operation from the competition.

  • A good wine list should offer something different than every other restaurant, grocery store, and retail wine shop in town.
  • As a matter of fact, if a customer knows the very popular wine “7 Deadly Zins” can be purchased at the corner liquor store for $10.00, they are highly unlikely to pay $30.00 for that same wine, even in your fancy restaurant.  In the mind of the consumer, it’s a ten dollar value!
  • You can avoid this issue by offering unique wines, presenting them properly on your list, and training your staff to discuss and describe them.

10.  A good wine list should project your brand and a professional image.

  • Think of your wine list as “advertising,” and apply the same standards for presentation.
  • Use fonts, paper, and graphics consistent with your business identity. Wine lists should look similar to your other menus and restaurant promos and incorporate logos and branding.
  • Please don’t let your wine list look like an “afterthought” or a final resting place for your white-out collection.  With designer computers and fancy printers on every desk, there’s no excuse for a wine list that isn’t up-to-date and pristine every night.
  • Adopt a zero-tolerance policy for typos and errors. Learn where the symbols for umlauts (ü) and accents (é) are on your keyboard.  While wine names can be utterly confusing, nothing destroys your credibility faster than menu mistakes.
  • Proof each and every item against the label – not the website, not the invoice, not the salesman – before printing.
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