Management Tools & Resources

Tools

​Category Name Type Description
Assessment and Next Steps Sample Reorganization Spreadsheet Excel This spreadsheet shows how to use the data collected in your fiscal assessment to project the kinds of departmental shifts commonly associated with consolidating from site-based production to a regional or centralized model, or to model out other changes like adding classroom breakfast, dinner, contract service, etc. 
Assessment and Next Steps Strategic Planning Worksheet Sample Excel This is an example of a worksheet that is used to develop and track a strategic plan. This one is based on a food service assessment.
Assessment Tool Breakfast Assessment Tool Excel This workbook is intended to be used to gather necessary information for planning and implementing salad bars in schools, including equipment needs.
Assessment Tool Salad Bar Site Assessment Tool Excel This workbook is intended to be used to gather necessary information for planning and implementing salad bars in schools, including equipment needs.
Fiscal, Assessment and Next Steps Breakfast District-Wide Calculator Excel Using information collected from the fiscal tools, this worksheet projects revenues associated with alternative breakfast expansion, like breakfast in the classroom, both on a site-specific basis and for the entire district.
Fiscal, Assessment and Next Steps Breakfast Site Calculator Excel Using information collected from the fiscal tools, this worksheet projects revenues associated with alternative breakfast expansion, like breakfast in the classroom, both on a site-specific basis and for the entire district. 
Fiscal, Budget Budget Assumptions Sample PDF Budget assumptions provide the detail of the total line item dollars in your budget. This a good basic budget assumption sample.  
Fiscal, Budget Budgeted ADP for Revenue Projection Worksheet Excel This worksheet (based on the Meal Count & Revenue Tracking worksheet) can be updated with anticipated federal and state revenue as well as meal prices to estimate the annual revenue for your program.
Fiscal, Budget Budgeted ADP Program Change Revenue Projection Worksheet Excel This projection document is designed for you to project a "what if" scenario if changing or adding program change.  This example is for adding classroom breakfast.
Fiscal, Budget Multi-Year Profit and Loss Statement Excel Once you have created all of the spreadsheets suggested for revenue, personnel, and expenses, you will gather them together in this Multi-Year Profit and Loss Statement that is updated each year with the new budget information. The year to year comparisons are invaluable.
Fiscal, Food Cost Food Cost and Inventory Tracking Tool Excel This worksheet helps districts that do not have backoffice software track their inventory and food expenses by vendor monthly. This is an easy worksheet to use and provides the data needed to make sure your food costs are on track with budget.
Fiscal, Food Cost Food Cost Projection Worksheet Excel This worksheet assists in projecting food costs using ADP data and average meal cost, which is one of the key challenges for districts considering major shifts to their menu production.
Fiscal, Food Cost Simple Menu Cost Worksheet Excel This worksheet is a simple approach to deriving average costs per meal. With a vendor's order guide data you should be able to come very close to your average cost per meal.
Fiscal, Labor Hours Assigned to Hours Worked Worksheet Excel This tracking tool helps to ensure that hours worked are not exceeding hours assigned (budgeted).
Fiscal, Labor Meals Per Labor Hour Worksheet Excel This worksheet allows for comparisons of site labor allocations to meals provided.
Fiscal, Labor Position Control Worksheet Excel An easily manipulated worksheet to identify personnel by site. Provides details of each employee’s associated costs, such as health and welfare, number of days, etc.
Fiscal, Meal Counts Meal Counts & Revenue Tracking Tool – Large District Excel This tool is great for a large district with many sites and a variety of grade levels—or one that provides many meal types. Each site is tracked separately and pulls the data to a summary tab for budget comparisons.
Fiscal, Meal Counts Meal Counts & Revenue Tracking Tool – Small District Excel This tool is appropriate for a small district with only a few sites that are broken up by grade level. It provides the ADP and annualized revenue for comparison to budget projections. 
Fiscal, Meal Counts Simple Meal Count Average Daily Participation Worksheet Excel This worksheet helps to provide accurate data for a very small district. It uses only the district totals of meal counts each month and annualizes the revenue to compare to budget.
Job Description Analyst-Financial Word A variety of job descriptions that are compatible with scratch cook school food service systems. These can be edited for use in your program if desired.
Job Description Assistant Director-Accountability Word  
Job Description Director of Food Services Word  
Job Description Executive Chef Word  
Job Description Farm-to-School & Event Coordinator    
Job Description Nutrition Coordinator Word  
Job Description Operations Manager-Training Word  
Job Description Procurement Manager Word  
Job Description Production Assistant Word  
Job Description Production Chef Word  
Job Description Production Cook Word  
Job Description Production Sous Chef Word  
Job Description Regional Manager Word  
Job Description Site Assistant-Satellite Word  
Job Description Site Lead-Satellite Word  
Job Description Warehouse Worker-Driver Word  
Math Test Production Cook Test Word Using math tests as part of the hiring process enables the food service department to identify candidates with appropriate skills for the scratch-cook kitchen environment.
Math Test Production Cook Answer Key Word  
Math Test Satellite Site Lead Test Word  
Math Test  Satellite Site Lead Answer Key Word  
Math Test Sous Chef Test Word  
Math Test Sous Chef Answer Key Word  
Organizational Chart Large District Central Prod. Model PDF Examples of food services of organizational structures.
Organizational Chart Medium District A Site-Based Prod. Model PDF  
Organizational Chart Medium District B Regional Prod. Model PDF  
Organizational Chart Small District Site-Based Production Model PDF  
Performance Evaluation Driver Word Sample performance evaluations for food service departments.
Performance Evaluation Production Assistant Word  
Performance Evaluation Production Cook Word  
Performance Evaluation Satellite Assistant Word  
Performance Evaluation Satellite Lead Word  
Performance Evaluation Sous Chef Word  
Practical Test Production Assistant Instructions Word Using practical tests as part of the hiring process helps identify viable candidates for working in scratch-cook school food programs.
Practical Test Production Assistant Score Sheet Excel  
Practical Test Production Cook Instructions Word  
Practical Test Production Cook Score Sheet Excel  
Practical Test Sous Chef Instructions Word  
Practical Test Sous Chef Score Sheet Excel  

 

Resources

Source Name Description
CDC Competitive Foods and Beverage in US Schools, A State Policy Analysis, 2012 CDC analysis of requirements included in state laws, regulations, and policies related to the availability and nutritional content of competitive foods in schools on the basis of how closely they align with the recommendations in the Institute of Medicine’s (IOM’s) Nutrition Standards. The IOM Standards for competitive foods and beverages in schools are not required by any federal mandate, but they serve as the gold standard recommendations for the availability, sale, and content of competitive foods in schools.
CDC Where Do They Stand and What Can You Do - a CDC brief on local wellness policies This CDC brief provides a breakdown of key wellness policy areas. An excellent outline to compare to your own wellness policy.
NFSMI Guide to Centralized Food Service Systems, 2002 This guide from NFSMI is somewhat dated but the primary points and areas of consideration are still pertinent 20 years later. With this basic overview in mind, consider modern technology, equipment, and of course the current regulations within your plan.
NFSMI Equipment Purchasing and Facility Design for School Nutrition Programs This resource developed by NFSMI provides detailed information on facility design and equipment purchasing for schools.
Pew Charitable Trusts and Robert Wood Johnson Foundation Serving Healthy School Meals - Despite Challenges US Schools Meet Meal Requirements, 2013 The first of two reports produced by the Kids Safe and Healthful Food Project focuses on the district's task of meeting the HHFKA guidelines.
Pew Charitable Trusts and Robert Wood Johnson Foundation Serving Healthy School Meals - US Schools Need Updated Equipment, 2013 The second report produced by the Kids Safe and Healthful Food Project shares the results of the nationwide survey known as the KITS Study aka Kitchen Infrastructure Training in Schools.
Rudd Center for Food Policy and Obesity WellSAT 2.0 interactive website wellness policy assessment tool WellSAT 2.0 provides a standard method for the quantitative assessment of school wellness policies. This tool offers a consistent and reliable means of assessing the comprehensiveness and strength of local wellness policies.
USDA Community Eligibility Provision: Department of Education Title I Guidance - SP 19-2014, January 2014 USDA guidance on Community Eligibility Program.
USDA Community Eligibilty Provision website This USDA webpage for Community Eligibility Programs should be your first stop when considering this program.
USDA Interim Rule 7 CFR Parts 210 and 220 – National School Lunch Program and 
School Breakfast Program: Nutrition 
Standards for All Foods Sold in School  
Implementation Under the Healthy, 
Hunger-Free Kids Act of 2010, June 2013
This is the current regulation for all food sold in schools (aka Smart Snacks), which is in effect now.
USDA Proposed Rules: 7 CFR Parts 210 and 220 – Local School Wellness Policy 
Implementation Under the Healthy, 
Hunger-Free Kids Act of 2010, February 2014
The proposed rule describes the expanded accountability for LEAs required under the HHFKA.
USDA Proposed Rules: 7 CFR Parts 210 and 235– Professional Standards for State and and Local School Nutrition Programs Personnel, 2014 This proposed rule identifies the current lack of defined professional guidelines in food service departments nationwide. Also recommends minimum guidelines for both leadership and staff positions in school districts as well as positions in the state nutrition departments.
USDA Smart Snacks in School info two-pager This document outlines the new rules in simple language and graphics.
USDA Smart Snacks Resource web page The USDA's go-to resource page for Smart Snacks in Schools.
USDA Team Nutrition website for implementation tools and resources relevant to Local Wellness Policy A go-to resource for developing and expanding your Local Wellness Policy.

 

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