Orientation to School Nutrition Management Participant’s Workbook Technology and Information Systems Time: 1 hour National Food Service Management Institute The University of Mississippi ET104-11 2011 Participant’s Workbook Table of Contents Background Information ..................................................................................................................1 Functional Areas and Competencies ................................................................................................2 Lesson Objectives ............................................................................................................................2 Lesson-at-a-Glance ..........................................................................................................................3 Lesson Plan ......................................................................................................................................4 Follow-up Suggestions...................................................................................................................15 Key Terms ......................................................................................................................................16 References ......................................................................................................................................17 Pretest/Posttest ...............................................................................................................................18 OSNM – Technology and Information Systems ii Participant’s Workbook Background Information The focus on building a technology infrastructure helps the school nutrition program director look at program goals and identify the functions that could be enhanced through the application of technology. In designing the infrastructure, the school nutrition director should think about ways technology can support operational, business, communication, personnel, and training functions. A technology infrastructure begins with a vision of all activities that can be accomplished through the application of technology and those needed or desired by the school district. Role of the School Nutrition Director School nutrition programs operate in a dynamic environment that is constantly demanding more of the school nutrition director’s time and energy. Building a technology framework is essential to effective management and operation of school nutrition programs, enhanced communication with stakeholders and staff, and unlimited opportunities for professional growth of school nutrition professionals. As leaders and trusted advisors, school nutrition directors must: • Recognize the role of technology in managing the school nutrition program to achieve its mission of helping children develop healthy food habits and operating cost effectively • Understand the variety of tasks involved in building and maintaining a technology framework for managing the program, operating the system, and communicating with all the partners and stakeholders • Demonstrate competence in implementing computer applications and other technologies in the school nutrition program operation • Communicate openly, accurately, and honestly to stakeholders to ensure their support for building a technology infrastructure • Demonstrate a willingness to train staff to use technology to achieve program excellence OSNM - Technology and Information Systems 1 Participant’s Workbook Functional Areas and Competencies Functional Area 10: Technology and Information Systems Competency 10.1: Establishes a comprehensive technology infrastructure to achieve the operational goals of the school nutrition program. Source: Competencies, Knowledge, and Skills for District-Level School Nutrition Professionals in the 21st Century available on the NFSMI website, http://nfsmi.org/ResourceOverview.aspx?ID=284 Lesson Objectives: As a result of this lesson on technology, participants will be able to 1. State how the components of a well-planned technology infrastructure contribute to the school nutrition management system to achieve increased productivity, a higher level of efficiency in operations, and more cost effectiveness in school nutrition programs. 2. Describe the various technology applications necessary for successful management of the school nutrition program. 3. Identify the steps in making a decision to select technological applications. OSNM – Technology and Information Systems 2 Participant’s Workbook Lesson-at-a-Glance Time Allowed Topic 5 minutes • Introduction to lesson • • Activity Welcome Pretest Materials Participant’s workbook Pretest Objective 1: State how the components of a well-planned technology infrastructure contribute to the school nutrition management system to achieve increase productivity, a higher level of efficiency in operations, and more cost effectiveness in school nutrition programs 15 minutes • Technology • Technology considerations Participant’s workbook infrastructure • Sample data flowchart • Role of the director Objective 2: Describe the various technology applications necessary for successful management of the school nutrition program 20 minutes Participant’s workbook • Technology • School Nutrition Program Flip chart paper; dot applications computer applications stickers Objective 3: Identify the steps in making a decision to select technological applications 10 minutes • Steps in selecting • Identify the five strategies technology that guide the process for developing a technology infrastructure 10 minutes Posttest • Follow-up • Posttest Evaluation forms suggestions • Administer evaluation • Lesson evaluation 60 minutes = 1 hour OSNM - Technology and Information Systems 3 Participant’s Workbook Lesson Plan Objective 1: State how the components of a well-planned technology infrastructure contribute to a school nutrition management system to achieve increased productivity, a higher level of efficiency in operations, and more cost effectiveness in school nutrition programs Activity: Technology Considerations Three big questions that confront the school nutrition director, whether in a small school district of less than 1,000 or a large district of 50,000 are: • How can I manage the program to achieve goals and meet requirements with the resources available? • What must I know to build a technology framework that increases the productivity and effectiveness? • What computer applications can be used to document accountability? It is important to have a well-planned technology infrastructure in any school nutrition program (SNP): • to provide the necessary documentation to meet accountability standards, and • to ensure all areas of the school nutrition program have access to the technology necessary to operate the program at an efficient and cost effective level. Activity: Sample Data Flowchart The school district office is at the center of the data system with the state agency, school sites, vendors, and the business office receiving and sending data related to the management of the program. Look at the Sample Data Flowchart and how the school nutrition program uses computer applications to transmit data and program information. OSNM – Technology and Information Systems 4 Participant’s Workbook Sample Data Flowchart School Nutrition Program Management System State Agreement Reimbursement Commodity Notices Communication Student Benefits Financial Statements USDA Commodity Deliveries Menu Analysis Program Analysis School School District Office Specifications Food Orders Vendors Payroll Information Staffing Needs Payables Budget Needs Business Invoice Corrections Student Information Participation Reports Revenue Receipts Staffing Needs Purchase Orders Inventory Purchased Food and Commodities Receipts Budget Payroll Accounts Payable Accounts Receivable Financial Reports Indirect Costs This is a sample only. There may be other management functions to add, and all school nutrition programs may not transmit some of the data listed on the flowchart. Each school district should consider developing a similar flowchart as part of the planning process when developing a technology infrastructure. OSNM - Technology and Information Systems 5 Participant’s Workbook Objective 2: Describe the various technology applications necessary for successful management of the school nutrition program There are several computer applications used to administer the various management functions in school nutrition. They include: 1. Menu Planning and Nutrient Analysis 2. Human Resources 3. Procurement 4. Financial Management 5. Facilities and Equipment 6. Food Safety 7. Communications Activity: School Nutrition Program Computer Applications Locate the blank charts starting on the next page in your workbook. Find the functional area your group has been assigned and compile the list of computerized applications according to where the application is most often used such as the school district office, school sites, business office, and others. Other could be parents or vendors. When your team completes the list of applications, select a recorder to write the applications on flip chart paper and post on the wall. You have approximately 10 minutes to compile the lists. OSNM – Technology and Information Systems 6 Participant’s Workbook School District Office School Site Menu Planning and Nutrient Analysis Computer Applications Business Office OSNM - Technology and Information Systems Other 7 Participant’s Workbook School District Office School Site Human Resources Computer Applications Business Office OSNM – Technology and Information Systems Other 8 Participant’s Workbook School District Office School Site Procurement Computer Applications Business Office OSNM - Technology and Information Systems Other 9 Participant’s Workbook School District Office School Site Financial Management Computer Applications Business Office OSNM – Technology and Information Systems Other 10 Participant’s Workbook School District Office School Site Facilities and Equipment Computer Applications Business Office OSNM - Technology and Information Systems Other 11 Participant’s Workbook School District Office School Site Food Safety Computer Applications Business Office OSNM – Technology and Information Systems Other 12 Participant’s Workbook School District Office School Site Communications Computer Applications Business Office OSNM - Technology and Information Systems Other 13 Participant’s Workbook Objective 3: Identify the steps in making a decision to select technological applications Identifying Steps in the Decision Making Process The school nutrition department can use five strategies to guide the decision making process when developing a technology infrastructure. Step 1: Identify technology needs. School nutrition directors should define what type of technology they need for each management function such as approving free and reduced price meal applications, processing point-of-service transactions, performing nutrient analyses, facilitating food production, purchasing, setting financial controls, and providing information for decision making. Step 2: Once the purposes are defined, the technology chosen should be the best to meet the needs of the program. When selecting software, care must be taken to ensure it is compatible with the computer hardware. Determine if upgrades are available from vendors Licensing fees, annual maintenance charges, and all other costs associated with maintaining the software should be considered. Step 3: Explore the market: search and test. Technology can become obsolete in a short time, so it is important for the director to be thorough in investigating what updates are available and the cost of updating computer hardware and software systems. Step 4: Prepare a Request for Proposal (RFP). The RFP, prepared by the purchaser, is an outline of what the desired product is expected to do; the bidders respond by telling the purchaser how these needs can be met. The RFP should require that each vendor provide the same information in writing to ensure that features are truly comparable. All data gathered from the vendors’ OSNM – Technology and Information Systems 14 Participant’s Workbook proposals are sorted according to previously established criteria to facilitate the evaluation process. Step 5: Evaluate and award bids. This is the final decision to be made in selecting hardware and/or software. Follow-up Suggestions 1. Explore the technology framework in your district and develop a long-term plan for improving the technology infrastructure. 2. Develop a spreadsheet to analyze at least one component of the financial management information system. Example: food cost per meal served. OSNM - Technology and Information Systems 15 Participant’s Workbook Key Terms Term Computer hardware Computer software Customized software Full-feature software Generic software Management functions Technology infrastructure Upgrade Definition All the physical parts of the system, such as the keyboard, central processing unit, and monitor The two major parts are an operating system such as Microsoft Windows and the programs or applications. The operating system runs the programs and applications that perform the functions you want done Software that is written specifically for an operation Generally less expensive than customized software, and usually widely tested before sold Software used in general-use hardware such as word processing, electronic spreadsheets, database management, and graphics Organizing and controlling the affairs of a business or an organization Method or methodology that applies technical knowledge or tools A program usually provided by the software company to improve the quality, standard, or performance of the current software OSNM – Technology and Information Systems 16 Participant’s Workbook Reference McConnell, P.E. (2008). Building a technology framework for child nutrition programs. In J. Martin & C. Oakley (Eds.), Managing child nutrition programs: Leadership for excellence (2nd ed.) (pp. 255-309). Sadbury, MA: Jones and Bartlett Publishers. OSNM - Technology and Information Systems 17 Participant’s Workbook Pretest/Posttest Multiple Choice Questions (Answers) 1. A well-planned technology infrastructure a. is only needed in very large school nutrition programs. b. is accessible by all areas of the operation. c. provides documentation to meet accountability standards. d. is too complicated to be effective in small schools. e. Both b and c. 2. The director of the school nutrition program should a. recognize the role of technology in managing a school nutrition program. b. demonstrate competence in implementing technology applications. c. train staff to use technology to achieve excellence. d. understand the tasks involved in building and maintaining a technology infrastructure. e. All of the above. 3. Technology infrastructure can be defined as a. organizing and controlling a business or organization. b. software that is written specifically for an operation. c. the method or methodology that applies technological knowledge and/or tools. d. all the physical parts of the system, such as the keyboard, central processing unit, and monitor. e. the staff designated to operate the computer applications. OSNM – Technology and Information Systems 18