Student Workbook 151614

Profit to Share!™
Workbook
Lemonade Alley is the K-12 kidpreneur challenge where teams of 2-5
kids create recipes, build lemonade stands & raise money for a charity of
their choice. This Workbook is provided free by the BizGym Foundation so
kids and the community can learn the art of Profit to Share!
Student Name:
Team Name:
LemonadeAlley.com
#lemonadealley #kidpreneurs
© 2015, BizGym Foundation. All Rights Reserved. | lemonadealley.com | bizgym.org | Edition 09.15.15
Thanks for being a
“Profit to Share”
HERO!
Lemonade Alley is about kids dreaming. And creating their
own businesses. It’s also a place to learn teamwork. And did I
mention fun and prizes? But most importantly: it’s a way for
kids to learn the art of giving.
At Lemonade Alley, we’re looking for heroes. Heroes that
want to make the world a better place. Heroes that support
worthy charities. If that’s you, then let’s get your lemons on!
On behalf of the BizGym Foundation, thanks for joining the
Lemonade Alley challenge of Profit to Share!
Love, Lemons & Aloha,
Steve Sue
Chief Lemon Head
CONTENTS
Our Recipe to
Lemony Love
This workbook offers secrets and tips to make your
lemonade stand a tasty success. You can use it on your
own, at a workshop, or follow along with workshop videos at
LemonadeAlley.com.
This Workbook includes…
1. Create Your Big Idea
9. See How Much You’ll Make
2. Choose Your Customers
10. Create an Extra Product
3. Make Your Team
11. Design Your Menu
4. StoryTree® Business Plan
12. Learn Food Safety
5. Design Your Stand
13. Plan Your Marketing
6. List Things You’ll Need
14. Create Your Pitch
7. Invent Your Recipe
15. Plan Your Pitch
8. Design Your Cup
16. Prepare for Interviews
Competition Day Forms
A. Rules Summary
C. StoryTree® 1-Page B-Plan
B. Judging Criteria
D. Reimbursement Form
1. Create Your Big Idea
Write your lemonade stand name here:
Draw some Big Idea pictures:
Your lemonade stand
name should be fun to
attract customers.
Make your lemonade stand cool
with a theme like mad scientists,
pirates or animals. Or may be
make it about your charity!
2. Choose Your Customers
Add 3 types of customers:
Customer Pictures:
Describe them (ages & interests):
3. Make Your Team
Name your team members (*means required position):
President*:
Your President is the leader, main speaker and main
salesperson of your team.
Treasurer*:
Your Treasurer keeps track of money, costs, makes deposits
at the “Lemon Bank” and applies for cost reimbursements.
Main Mixer:
Your Mixer does your recipe, makes sure your lemonade
is great and is responsible for food safety.
Sellers & Servers:
Additional team members can do
marketing, sell to customers and
serve lemonade.
Your team members
can do more than
one job.
4. Write Your StoryTree® Business Plan
Make your plan (display on your lemonade stand):
DOWNLOAD a clean copy at lemonadealley.com
© 2015, BizGym. All Rights Reserved. Provided courtesy BizGym.com, the entrepreneur’s growth app
5. Design Your Stand
15’ max
Draw your ideas:
StoryTree®
Plan
10’ x 10’ max (tents OK if weighted for wind)
Team Name? Logo? Slogan? School? Charity? Sponsors? Menu? Pricing? Products?
Walk Up or In? Order, Payments & Pickup? Making Equipment?
Table Top? Booth Skirt? Mascot? Uniforms?
TIPS! You will be judged on these:
1. Message Quality
2. Customer Experience
3. Sales Efficiency
4. Cleanliness
6. Things You’ll Need
Make a list of important stuff:
Signs & Decorations
Uniforms & Mascots
The Law: For health reasons, animals and
pets are not allowed at food events.
Food Safety
Gear (table/chairs, supplies, donation box)
The Law: Hand gloves, washing supplies, &
garbage containers are required.
The Law: Perishable items must be
properly stored in coolers.
The Law: Food or beverages made with
heat (stoves, ovens, etc.) must be made
and packaged in a certified commercial
kitchen like a restaurant.
The Law: Tents must be anchored with
heavy weights.
Always check with government
agencies for Health, Business
and regulations and laws.
The Law: Excess liquids or ice cannot be
dumped outside so use storage containers
and dispose of properly at home.
Involve your charity,
school, family & friends in
your stand to get more
donations!
7. Invent Your Recipe
List your ingredients. Try to reduce sugar:
Zest?
Mint?
Pulp?
Basil?
Sugar?
Honey?
Agave?
Stevia?
TIP: Try using lemon skin
(called “zest”) to get
lemoniness without having
to use a lot of sugar.
?
Fresh Fruit?
Ginger?
Rosemary?
Ice Cubes?
TIPS! Recipes judged on:
1. Flavor
3. Mouth-feel
2. Healthiness 4. Presentation
8. Design Your Cup
Make your cup a feast for the eyes:
What fun things you can add?
Maybe an umbrella? A plastic
monkey? Fun straws?
make your cup part of
your lemonade stand
theme.
9. See How Much You’ll Make
Do a budget:
Why Scrip? Scrip
reduces the risk of cash
theft. It also makes
“sales” into “donations”
so we don't have to
charge sales tax.
DONATION INCOME (scrip & donated cash)
$ Amount
Lemonade: ( _______cups X $_______/cup donation)
Extra Products: ( _______units X $_______/unit donation)
Tips & Donations
TIP! Most teams
serve 300-400 cups on
Competition Day.
TIP! You are allowed to
“sell” lemonade (take
donations) before
Competition Day.
Gross Income (add amounts above):
Lemonade Tax (20% of Gross Income)
Net Income (Gross Income - Lemonade Tax):
EXPENSES
$ Amount
TIP! Get company
sponsors to donate
supplies or cash to
your team.
TIP! Get your
charity involved. They
may be able to help
with company
sponsors, help you in
your stand and get
more people to your
stand on Competition
Day.!
Total Expenses:
PROFIT TO SHARE! (Net Income – Total Expenses) $
10. Create Extra Products
Make more money by “selling” other things:
Draw some Big Idea pictures:
An additional product or game is
a good idea. When everyone is
sick of tasting lemonade, you’ll
still be making money!
Remember: all cooked
foods must be made and
packaged in a certified
commercial kitchen.
11. Design Your Menu
List products and include prices:
Our Menu
Make your menu on letter size paper
and display on your table. Or make a
big overhead sign so people can see
it from far away.
12. Learn Food Safety
Food Safety Test:
2. Food and beverages made with heat (stoves,
ovens, etc.) must be made and packaged in a
certified commercial kitchen like a restaurant.
3. Lemonade Alley teams can work with restaurants,
hotels or others with commercial kitchens.
4. Hand gloves must be used at all times when
preparing and serving lemonade.
5. Always wash hands, lemons and other ingredients
before juicing or cutting.
6. If you’ve left your stand, when you come back, you
must wash your hands before preparing or serving.
7. Keep perishables in food-safe containers like
coolers.
8. Never taste directly from serving tools or storage
containers.
9. Excess liquids and ice cannot be dumped outside
and instead must be taken home for disposal.
10. Animals and pets are not allowed to be present
when making or selling food and beverages.
Always check local Health,
Business and other government
laws for latest requirements.
YES or NO
YES or NO
YES or NO
YES or NO
YES or NO
YES or NO
YES or NO
YES or NO
YES or NO
YES or NO
Answers:
They’re all
“Yes”!
1. Lemonade that’s for sale must be made and
served according to health laws.
13. Plan Your Marketing
Write down how you’ll get the word out:
Partners (your charity, family, companies)
Invitations (charity, sponsors, friends & family)
Advertisements (flyers, team business cards)
Coupons & Scrip (donations only)
The Law: Take “donations” rather
than “sell” lemonade so you don’t
have to collect and pay sales tax.
Donation “Scrip” can be purchased
before and during Lemonade Alley. TIP: The more people you
involve in your stand, the
more you’ll make on
Competition Day!
TIP: Get a head start.
You’re allowed to “sell”
before Competition Day!
14. Create Your Pitch
Make a 1-minute show on why people
should buy your lemonade:
15. Plan Your Pitch
TIP! Use your
best skills and
don’t be afraid to
be silly!
TIP! Consider
making your pitch
about your charity. Or
show how supporting
your stand supports
your charity.
Write a pitch script:
Your Big Idea (speech, song, rap, dance, skit, signs, etc.)
Words
(What We’ll Say)
Grabber: Start with
something that makes
people sit up and take
notice!
The Grabber:
Your “Secret Sauce”:
Secret Sauce:
Show what makes your
lemonade special,
different and cool.
Next Steps: Tell
people what you want
them to do. In
business, if you ask,
they’ll buy more.
Pitch Judging:
You will be judged on
Presentation, Use of
Time, Message Quality
& Entertainment Value.
Next Steps: How to Buy:
Action
(What We’ll Do on Stage)
16. Prepare for Interviews
Write 3 main ideas for interviews:
TV TIP! Turn on
1. Our Big Idea is…
your smile during the
introduction. Just talk
with the interviewer
and don’t look at the
camera.
Radio TIP! If
they can’t hear you,
they won’t get your
story, so get close
to the mic and
speak up!
TV, Radio &
Print TIP! Choose
3 important points
you want to make
about your story.
These may include
your recipe, your
booth concept, your
charity, why you
chose your charity,
anyone you want to
thank or anything
else that’s important.
Be sure to tell them
how they can donate
to your cause.
2. Our charity is…
3. Buy our lemonade at…
Competition Day
Early Morning:
Teams Check-In & Build Stands
Opening Ceremonies
National Anthem
Yellow Carpet Walk (Teams & Judges)
Start Your Lemons
Judging
StoryTree® Business Plan Judging
Lemonade Stand Judging
Taste-Test Judging
Sales Pitch Judging
Close of Sales
Entertainment During Tabulation
Awards & Closing
Yellow Carpet Reprise
Opening of the Umbrellas
Prizes & Awards
Group Pictures
Rules Summary
The Stickiest Rules
Recipe
• Make servings any size, but we recommend small (1-3oz).
• Provide your own equipment & supplies.
• Provide 12 Judging samples.
Booth
•
•
•
•
•
•
StoryTree® 1-Page Business Plan must be on front of stand.
Provide your own equipment & supplies.
Tents OK must be secured for wind (sandbags/heavy objs).
No power available. Quiet Generators OK.
10’w x 10’d x 15’h max.
All food items must be prepared & packaged in a certified
commercial kitchen. Partnering with restaurants OK.
Stage Pitch
• OK to sing, dance, make signs, do a skit, etc.
• 1-minute max. After that, you’ll be gonged!
• Microphones provided.
Profit & Sharing
• Free to Enter, however a 20% Lemonade Tax on Gross
Income is deducted to pay for the event.
• Materials & Supplies Reimbursements will be provided to
the extent your net income can cover it.
• Sponsors may contribute supplies or cash to your team.
• Your Charity receives 100% of Net Income.
• Cash & Other Prizes: provided by Lemonade Alley and
corporate sponsors at their discretion.
• See Competition Day Forms for Lemon Bank Deposits,
Reimbursements, and other forms.
Rules Will Be Enforced by Lemonade Alley Referees
Judging Criteria
Performance Ratings
Each category listed below splits allocated percentage points
equally among sub-category criteria:
20% StoryTree® Business Plan
•
•
•
•
Business Roots: key trends, biz model & charity integration.
Trunk Message: name, logo & slogan.
Sales Canopy: product & merchandising strategy.
Audience: understanding of key targets.
20% Lemonade Recipe
•
•
•
•
Flavor: Lemoniness, sweet-to-sour ratio & overall flavor.
Healthiness: nutrition, low acid, low sugar, organic.
Mouth-feel: texture & temperature.
Presentation: cupping & visual appeal.
20% Lemonade Stand
•
•
•
•
Message Quality: persuasiveness & clarity.
Customer Experience: courtesy & issue handling.
Sales Efficiency: ordering, purchase & pickup experience.
Cleanliness: team members, customer & production areas.
20% Sales Pitch
•
•
•
•
Projection: audience connection skills.
Use of Time: optimized time & finish on-time.
Message Quality: persuasiveness & clarity.
Entertainment Value: catchy & creative.
20% Net Income
•
•
Breakeven: 100% awarded for not losing money.
Grading Curve: 100% for Top Net Income Team. Other
Teams get % score equal to each team’s Net Income vs the
Top Net Income Team in their division.
See Rules at: lemonadealley.com/rules
TEAM #
StoryTree® Biz Plan
LemonadeAlley.com
Profit to SHARE!
© 2015, BizGym. All Rights Reserved. Provided courtesy BizGym.com, the entrepreneur’s growth app
18
T. NAME
TEAM #
Expense Donation & Reimbursement Request Form
Complete this form, attach receipts, & submit to the Lemon Bank on Competition Day. Expense donations are tax deductible.
Reimbursement payments cannot exceed Net Income. A check will be mailed to your Treasurer upon approval of expenses.
#
Description
Product Costs
Personal expenses and items such as ice chests
and tents that can be re-used are not reimbursable.
Reasonable examples
include lemonade mix,
fruit, sugar, cups
Stand Costs
Other Expenses
Reasonable examples
Reasonable examples
include signage,
include napkins, equipment,
decorations, rope, tape
uniforms
1
2
3
4
5
6
7
8
9
10
11
12
13
14
Subtotals
TOTAL EXPENSES
DONATE EXPENSES TO CHARITY
$
You may donate any or all of your reimbursable expenses. Contributions are tax deductible and donors will
receive a Donation Acknowledgement Letter for tax filing purposes. To contribute, indicate an amount here:
$
TOTAL REIMBURSEMENT REQUEST
$
Tip!
You can improve
your Judging Score AND
support your charity by
donating your
reimbursable expenses!
I certify that these expenses are legitimate & accurately stated.
Signature:
Name (reimbursement payable to):
Lemonade Alley Auditor Signature:
Street:
Auditor Name:
City:
State:
Zip:
© 2015, All Rights Reserved. Lemonade Alley, BizGym Foundation
BGF is a 501C3 nonprofit | 1012 18th Ave. Honolulu, HI 96816
LemonadeAlley.com | BizGym.org