Food Production Records What and Where?

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Lesson Overview Lesson Participants: School Nutrition Assistants/Technicians Type of Lesson: Short face-to-face training session Time Needed to Conduct the Lesson: 15 minutes Lesson Description: This lesson explains the importance of using food production records for menu planning. The activity is used to introduce the required information on a food production record. The lesson is designed for managers to teach school nutrition assistants/technicians. Lesson Objectives: At the end of this lesson, the participant will be able to: 1. Review what information is required on a food production record. 2. Discuss where to find the needed information on a completed food production record. Get Ready to Train Note: This lesson is one of three lessons on food production records. This lesson should be taught following the lesson on Food Production Records Why? The format for the No Time to Train lessons includes an overview, preparation checklist, lesson at a glance with timeline for conducting the lesson, references, and an instructor s script. The manager/instructor will use the script to present the lesson to the participants. The script gives directions to the manager/instructor DO, SAY, ASK, LISTEN, AND ACTIVITY to deliver the lesson. No special audiovisual or electronic equipment is needed to conduct the lesson. The lesson can be presented in the cafeteria, media center, or classroom. 1

Preparation Checklist Directions: Use the Preparation Checklist to prepare for the training session. Track your progress by checking off the tasks as they are completed. Done Lesson Tasks Gather Materials Materials Needed: Instructor s Script Handout 1: Production Record for Food-Based Menu Planning (one for each participant) Handout 2: What and Where? (one for each participant) Handout 3: What and Where? with Suggested Answers (one for each participant) Pencils (one for each participant) Session Evaluation form (one for each participant) Prepare for Lesson Before the Training: Make copies of Handout 1, 2, and 3 (one for each participant). Make copies of Session Evaluation form (one for each participant). On Training Day: Place pencils on tables (one for each participant). Distribute Handout 1 and 2 to each participant. Distribute Handout 3 at the end of the discussion (one for each participant). On the Instructor s Table: Instructor s Script Handout 1: Production Record for Food-Based Menu Planning Handout 2: What and Where? Handout 3: What and Where? with Suggested Answers Session Evaluation forms 2

Lesson at a Glance (15 minutes) Time Topic Task Materials 2 minutes Introduction and Instructor defines production records Instructor s Script Overview for menu planning. 7 minutes Objective 1: Review what information is required on a food production record. Objective 2: Discuss where to find the information needed on a completed food production record. Introduce and distribute an example of the school district completed production record or use Handout 1. Distribute Handout 2: Use activity to go over required information on a Food Production Record. Participants fill in provided blanks on Handout 2. Distribute Handout 3: Instructor leads a discussion on the activity completed. 4 minutes Wrap up and Review Instructor reinforces lesson and encourages participants to ask questions and to make comments. 2 minutes Session Evaluation Conduct a short evaluation of the lesson. Handout 1: Production Record for Food- Based Menu Planning Handout 2: What and Where? Handout 3: What and Where with Suggested Answers Instructor s Script Session Evaluation form Note to Instructor: A sample food production record is provided for training purposes. If your state or district requires a specific production record, use that one and adjust the activity accordingly. Check with your state agency to determine if there is a preferred form prior to using this lesson. Definition: All schools participating in the school meals programs must keep food production records for the meals they produce. These records must demonstrate how the meals contribute to the required food components, food items, or menu items for each day of operation. In addition, these records must provide sufficient documentation to determine how the school meals contribute to meeting the age/grade appropriate nutrient standard over the school week. References: U. S. Department of Agriculture, Food Nutrition Service. (2007 January). The road to SMI success-a guide for school foodservice directors. Retrieved September 25, 2008, from http://www.fns.usda/gov/tn/resources/roadtosuccess.html U. S. Department of Agriculture, Food Nutrition Service. (2008). A menu planner for healthy school meals to help you plan, prepare, serve, and market appealing meals. Retrieved September 24, 2008, from http://www.fns.usda.gov/tn/resources/menuplanner_chapter7.pdf 3

Instructor s Script DO: Organize the participants into small groups. In today s lesson, we are going to review what information is required to be included on a food production record for menu planning and where the information is recorded. The food production record for menu planning is a management tool that can vary in many formats. DO: Distribute school district sample of the food production record or use Handout 1: Production Record for Food-Based Menu Planning and Handout 2: What and Where? We use production records in our school nutrition program as a guide to tell us what recipes and foods to use to produce our menus. They show us what portion sizes to serve and give us a place to record important information such as actual quantities prepared and numbers of customers served. The information on the daily food production record can also help our state agency reviewers know if: 1. The meal met meal pattern requirements. 2. The meal, when averaged over a five-day period of time, met nutrient standards. 3. Meals that are served and claimed for federal reimbursement meet all requirements. We can also use the information we record on the food production record when forecasting the amounts of food we need the next time the menu is served. By basing food production on the information from past food production records, predicting the amount of food to prepare becomes easier and more accurate, reducing shortages and waste. Food production records are structured so that there is a specific place for each piece of information. It is important to remember that all of the required information must be in the specific columns in order for the production record to be complete and useful. ACTIVITY: Participants identify the locations of key information included on a food production record. Participants will use Handout 1 to complete Handout 2. The handouts I distributed are a sample food production record and an activity about the information included on a production record. Work in your groups on this activity. On Handout 2: What and Where? There is a list of items that you will find on your 4

sample production record. Find each of these items on the sample record and write down the name of the column heading where you found them on the handout. Let s take 5 minutes to complete this activity. DO: Allow 5 minutes for the activity. Let s see if you identified the correct location for each piece of information. ASK: Ask for volunteers to share the column they identified for each of the pieces of information included on the production record. LISTEN: Listen to the responses. As you go along, check the participants answers against Handout 3: What and Where with Suggested Answers. Suggest correct answers as necessary. As I mentioned before our activity, keeping accurate food production records helps us to predict the amount of food to prepare, reducing shortages and waste. The food production record is a great management tool. Accurate records also show state agency reviewers that our meals meet nutritional requirements. Federal guidelines require that the daily food production records are kept for three year plus the current year. ASK: Does anyone have any comments or questions about the information we must include on our daily food production records or where that information is located? LISTEN: Listen for responses or questions. Answer questions to the best of your ability. If there are questions you can t answer, tell the participants you will find out the answer and let them know later. If you need assistance in finding answers, please call the National Food Service Management Institute at 800-321-3054. DO: Distribute the Session Evaluation form. Thank you for participating in the lesson today. Please take a couple of minutes to complete the Session Evaluation form. Thank you for your input. 5

Handout 1: Production Record for Food-Based Menu Planning Food-Based Production Record (Traditional or Enhanced) Site Summitville Elementary Meal Date May 14 *Portion Size: Must be same as planned. Use separate line if adjusted for age. **Amount of Food Used: Based on USDA Food Buying Guide or USDA recipe. Menu Salisbury Steak & WW Roll 2 oz M/MA -or- Chicken Nuggets, BBQ Sauce 1 serv G/B Baked Potato or- Fresh Veggies 3/8 c VEG Lowfat Ranch Dressing Cherry Cobbler ½ c FRUIT ½ serv G/B Milk, Variety 8 oz FL MK Food Item Used and Form Recipe or Product (name or #) Person Responsible Grade Group Portion Size* (#/wt./qty.) Student Projected Total Projected Amount of Food Used** (lb. or qty.) Student A La Carte Actual Adult Leftovers Meat/Meat Alternate K-6 Salisbury Steak D-23 Sue 1 each 200 220 220 serv 195 10 15 serv Chicken Nuggets Brand X Yolanda 5 ea/4 oz 300 305 76 ¼ lb 290 5 2.5 lb Vegetable/Fruit Baked potato, 5 oz, 1/25 Akiko 1 each 300 300 300 each 250 10 40 each Carrot sticks, pre-cut Akiko 1/8 c 250 250 12.5 lb 235 5 ½ lb Broccoli flowers, pre-cut Akiko 1/8 c 250 250 13 lb 235 5 ½ lb Tomatoes, cherry, fresh Akiko 1/8 c 250 250 11 lb 235 5 ½ lb Cherry Cobbler C6 Akiko 25 serv/pan 1 square 500 500 20 pans 485 15 - Grains/Breads Whole-Wheat Roll Brand X Yolanda 1 each 200 220 12 lb 6 oz 195 10 15 each Other: BBQ Sauce Brand Z Akiko portion pack/1 ea Lowfat Ranch Dressing Brand Q Akiko portion pack/1 ea 300 305 305 each 290 5 10 each 300 350 350 each 300 10 40 each U. S. Department of Agriculture, Food Nutrition Service. (2008). A menu planner for healthy school meals to help you plan, prepare, serve, and market appealing meals (p. 199). Retrieved September, 24, 2008, from http://www.fns.usda.gov/tn/resources/menuplanner_chapter7.pdf No Time To Train Short Lessons for School Nutrition Assistants Food Production Records - What and Where? 6

Handout 2: What and Where? Directions: Use Handout 1: Production Record for Food-Based Menu Planning to complete Handout 2. Regardless of the type of menu planning option chosen, all food production records must include the following information. The left column (What) is the required information on a food production record. Identify the appropriate column heading (Where) the information required is located on the Food Production Record and fill in the space on Handout 2. What information is required to make a food production record complete? Where should specific information be recorded? What Where Information Required on the Food Production Record Planned number of meals by age or grade group for students Column Heading Where Information is Located Number of adult/other meals planned; planned number of portions (servings) of each menu or food item to be served; include planned a la carte sales in the planned portions. All planned menu items, including all choices, types of milk, desserts, and substitutions; all condiments served as part of the reimbursable meal, including gravy, butter, margarine, mayonnaise, relish, ketchup, mustard, and salad dressing Serving or portion sizes of each planned menu item or condiment for each age or grade grouping; if menus are planned for more than one age or grade group at one school building, clearly indicate portion differences on food production records. Total amount of food actually prepared for each food item or menu item Amount of leftovers for each menu item Actual number of reimbursable meals served. Indicate this information for each age or grade group. Actual number of non-reimbursable meals (adult meals, second meals served to students) Food Production Records - What and Where? 7

Handout 3: What and Where? with Suggested Answers Directions: Use Handout 1: Production Record for Food-Based Menu Planning to complete Handout 2. Regardless of the type of menu planning option chosen, all food production records must include the following information. The left column (What) is the required information on a food production record. Identify the appropriate column heading (Where) the information required is located on the Food Production Record and fill in the space on Handout 2. What information is required to make a food production record complete? Where should specific information be recorded? What Where Information Required on the Food Production Record Planned number of meals by age or grade group for students Number of adult/other meals planned; planned number of portions (servings) of each menu or food item to be served; include planned a la carte sales in the planned portions. All planned menu items, including all choices, types of milk, desserts, and substitutions; all condiments served as part of the reimbursable meal, including gravy, butter, margarine, mayonnaise, relish, ketchup, mustard, and salad dressing Serving or portion sizes of each planned menu item or condiment for each age or grade grouping; if menus are planned for more than one age or grade group at one school building, clearly indicate portion differences on food production records. Total amount of food actually prepared for each food item or menu item Amount of leftovers for each menu item Actual number of reimbursable meals served. Indicate this information for each age or grade group. Actual number of non-reimbursable meals (adult meals, second meals served to students) Column Heading Where Information is Located Student Projected Total Projected -student projected servings plus adult/other meals Food Item Used and Form Portion Size Amount of Food Used Leftovers Student Adult Food Production Records - What and Where? 8

Food Production Records - What and Where? 9