Retail Marketing and Wellness Project

Checklist, Summary, and Self-Evaluation

Note: If you have collaborated with one or more Sodexo dietetic interns at one facility, you need
only complete one report. However, each intern must write a self-evaluation and identify which
parts of the project -if any- was his or her responsibility.

To be submitted with this document:

Copy of your menu

Copy of examples of marketing collateral
Photos of the event (action shots strongly preferred)

Name:

Julianne Borba

Title of your event: Post-Holiday Healthy Smoothies

Name, City and State of the account:
Name of Manager:

Date of the event:

01/04/16 - 01/08/16

CSAA Walnut Creek, CA

Stanley Paskewitz

Briefly describe the customer base in the cafeteria:

The customer base consists of AAA employees
that work in the building and eat in the employee cafeteria. They were comprised of the health conscious
crowd looking to start the new year with a bigger emphasis on nutrition.

Checklist
Type of event:
Healthy Post-Holiday Smoothie stand; made and sold smoothies for AAA customers.
How will you present nutrition education:
Information table during the event
Lunch and learn
Walk through caf during event to chat informally with customers
Other. Describe:
How will you evaluate the Marketing portion:
Total sales for period of the event
Number of items sold
Number of samples consumed
Other. Describe:

Date

Task. Note:

11/30
11/30
12/03

Decide the topic for the event

Have your Idea approved by manager
Date/ time set for the rollout of your event

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Checklist, Summary and Self-evaluation for Retail Marketing and Wellness Project

12/0312/04
12/08
12/08
12/14
12/14
12/14
12/08
12/14
12/14
12/16
12/21
12/21
12/21
12/16
12/23
12/23
01/04
01/08
01/08

Determine recipes and locate on Sodexo Recipe Collection or other

Have recipes approved by manager
Cost, selling price, food cost percentage, and profit contribution decided for each item on
menu
Forecast amount of food needed
Design marketing collateral
Marketing collateral is approved and ready for printing
Promotional materials calendar is set
Decide the topic for Nutrition Education
Outline and Plan for Nutrition Education
Invitation and reminder of Nutrition Education sent
Decorations determined, approved and acquired or ordered
All menu items for your event are loaded into FMS with exception of Non-Sodexo recipes
Print all required reports including; procurement list, production sheets, HACCP logs, and Prep
& Pull Reports
Order Food for event
Food received and accounted for
At least one day prior to event: staff meeting, signage, special signage
Day of the event: load POS or put PLU(s) into register
Day after event: determine outcomes, thank staff if not done previously
Within one week of the event : Complete checklist, summary, and evaluation form to be
submitted to your reviewer with action photos and copy of menu and marketing collateral

Project Summary
Summary Questions

Describe the method(s) you used to

market your event?

Describe the method(s) you used to

deliver nutrition education.

State some comments from your audience

about the event.

Compare the receipts on the day of the

event to an average day for the account.
Provide actual data.

Brief Description
The wellness director sent emails out to AAA employees in
the Living Healthy at AAA monthly newsletter prior to the
event and provided them with the smoothie recipes. Ninja
smoothie cups were given as company Christmas gifts to
some employees and advertised for sale to all employees.
I provided signage and nutrition information in the Caf.
I created education materials with the health benefits of
each ingredient in the three smoothies as well as recipe
and nutrition information cards
The AAA clients loved the idea of the event and promoting
healthier options. Some of the smoothies (the green one in
particular) was a little too healthy tasting for a few of
them. Several employees/customers wished the smoothie
event was a permanent part of the AAA breakfast offerings.
There was executive meetings/a leadership conference this
week so the caf had a smaller number of customers
(many of whom would be our target base). The impact of
the booth on sales were nominal for this reason. We sold
an average of 6-7 smoothies a day (34 total) at $2.99 each.
Earnings were $101.66, and subtracting the cost of
ingredients ($40.5), we earned a total of $61.16 throughout
the week.

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Checklist, Summary and Self-evaluation for Retail Marketing and Wellness Project

Compare the customer count on the day of

the event to an average day for the
account. Provide actual data.
If you used a variety of menu items, which
sold better? Why.

Other comments pertaining to this event

There wasnt a higher number of customers during this

promotion week due to the leadership conference taking
place outside of the company office all week.
The Detox smoothie sold the best of the three, people were
looking to jump on the healthy/cleansing train after
indulging over the holidays.
Since I was running the booth for a full 5 days, I learned a
little more each day about how to make the system more
efficient and what to expect. I started making smoothies,
not just from the recipes I provided, but according to
customer preferences which increased sales.

Project Self-evaluation
On a scale of 1-10, what score would you
give yourself for this project?
On a scale of 1-10, what score do you think
your manager would give this project?
Identify and elaborate on 2-3 successes of
the project (start to finish).

Identify 1-3 challenges of the project and

how you addressed them.

Identify 2-3 management skills you

developed or enhanced in doing this
project.

If you have an opportunity to plan and

implement an event such as this again.
What are 2-3 things you will do differently?

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The timing of the event (post-holiday) was valuable
The setup right as you walk into the cafeteria was
helpful
Having three very different options was a good
choice
There is very little customer flow through the
cafeteria during the breakfast shift this week due to
executive meetings held outside of the office, which
was something I couldnt really address. The first
day people were kind of confused as to what the
stand was for (since it was the first day back from
the holidays and theyd overlooked/forgotten about
the promotional email). On day two I added a sign
with the title of the event and the dates/times.
Organization and preparedness were the biggest
skills I developed and used throughout this progress.
Having all the information, ingredients, tools, and
appliances in place prior to the start time was key.
Keeping everything organized day to day was very
helpful in repeating the process.
I will pick two smoothies to keep for everyday of the
event and then implement one new one each day.
For repeat customers, I think having a new option
they can try would be really helpful. I would try to
advertise a little more as well and make the pricing
of the smoothies more clear for customers. Id try to
plan the event at a time when there arent a
significant amount of AAA employees out of the
office.

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Checklist, Summary and Self-evaluation for Retail Marketing and Wellness Project

Promotion:
-Featured in the monthly Living Healthy at AAA email and newsletter shown below with a link to
the recipes.
-Announced at a few -business meetings in the weeks prior to the events.
-Nutri Ninja cups were given out as company gifts to some employees and advertised for
purchase to all.
-Flyer was put in Caf 55 dining stated Healthy Post-Holiday Smoothies, Monday 1/4-Friday 1/8,
8-9:30am

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Checklist, Summary and Self-evaluation for Retail Marketing and Wellness Project

Post-Holiday Detox Smoothie:

INGREDIENTS:
-1 cups water
-1 cup kale
-1 cup spinach
-1/3 cup sliced cucumber
- inch slice of ginger

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Checklist, Summary and Self-evaluation for Retail Marketing and Wellness Project

- frozen banana
-2 Tablespoons lemon juice
-1/3 medium apple
-4 ice cubes
Nutrition Facts

1 Serving

Amount Per Serving

Calories132.8
Total Fat1.0 g
Saturated Fat0.2 g
Polyunsaturated Fat0.4 g
Monounsaturated Fat0.0 g
Cholesterol0.0 mg
Sodium55.4 mg
Potassium815.6 mg
Total Carbohydrate32.0 g
Dietary Fiber6.3 g
Sugars14.5 g
Protein4.4 g
*Percent Daily Values are based on a 2,000 calorie diet. Your daily values may be higher or lower depending on your calorie needs.

Peanut Butter Oat Breakfast Smoothie:

INGREDIENTS:
- frozen banana
- cup skim milk (or non-dairy milk of choice)
- cup non-fat Greek yogurt
- cup old fashioned oats
-1 Tablespoon creamy peanut butter (or nut butter of choice)
- teaspoon cinnamon
-4 ice cubes
Nutrition Facts

1 Serving

Amount Per Serving

Calories225.0
Total Fat9.8 g
Saturated Fat1.9 g
Polyunsaturated Fat0.5 g
Monounsaturated Fat0.5 g
Cholesterol1.3 mg
Sodium92.9 mg
Potassium309.6 mg
Total Carbohydrate36.8 g
Dietary Fiber4.8 g
Sugars14.6 g
Protein14.5 g
*Percent Daily Values are based on a 2,000 calorie diet. Your daily values may be higher or lower depending on your calorie needs.

Tropical Avocado Smoothie:

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Checklist, Summary and Self-evaluation for Retail Marketing and Wellness Project

INGREDIENTS:
- frozen banana
- cup diced pineapple
- Hass avocado
- cup 100% orange juice
-3 oz non-fat Greek yogurt
-1 Tablespoon pure honey
-4 ice cubes
Nutrition Facts

1 Serving

Amount Per Serving

Calories386
Total Fat13.8 g
Saturated Fat1.9 g
Polyunsaturated Fat1.7 g
Monounsaturated Fat8.5 g
Cholesterol3.7 mg
Sodium56.5 mg
Potassium1,110.7 mg
Total Carbohydrate61.5 g
Dietary Fiber7.9 g
Sugars47.8 g
Protein11.5 g
*Percent Daily Values are based on a 2,000 calorie diet. Your daily values may be higher or lower depending on your calorie needs.

ALL SMOOTHIES: $2.99

Detox Smoothie--Health Benefits

Kale & Spinach: : These leafy greens are both great sources of amino acids (protein),
calcium, beta carotene (vitamin A), vitamin K, iron, manganese, magnesium, zinc,
folate, and selenium. All around super foods, spinach and kale are great for
strengthening the body, creating beautiful skin, boosting the immune system, and
providing important antioxidants. Each is full of fiber which is great for cleansing the
colon.
Cucumber: Cucumber is highly hydrating, full of B vitamins, contains electrolytes
that help build clearer, brighter skin. The vitamin C, B vitamins, and electrolytes in
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Checklist, Summary and Self-evaluation for Retail Marketing and Wellness Project

cucumbers make them great at fighting puffiness and bloating in the body, working
as an anti-inflammatory team.
Banana: Contains vitamin B6 and magnesium which help promote better sleep.
Bananas also have fiber, vitamin C, potassium, and vitamin A. Banana promotes
good digestion, prevents constipation, and contributes to healthy blood pressure and
cholesterol levels.

Apple: Apples are the richest fruit source of vitamin E and also provide a good supply
of biotin and folic acid two B-complex vitamins important in preserving energy,
emotional balance and keeping your digestive system clean and functioning well.
Ginger: Helps ease nausea, maintain proper blood circulation, improve nutrient
absorption in the body, is anti-inflammatory, strengthens immune system, and fights
common respiratory problems.
Lemon Juice: Lemon juice is extremely alkaline, high in vitamin C, and contains
traces of calcium, potassium, and magnesium. Lemons are a powerful detoxifying
agent. They support liver function, purify the blood, destroy free radicals and toxins,
flush out bacteria, fight wrinkles and rejuvenate skin.

Peanut Butter Oat Smoothie--Health Benefits

Oats: Oats are rich in a specific type of fiber called beta-glucan which is known to
help lower levels of bad cholesterol. Oats contain manganese, selenium,
phosphorus, fiber, magnesium, and zinc. They are rich in carotenoids, Vitamin E,
flavonoids, and polyphenols.

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Checklist, Summary and Self-evaluation for Retail Marketing and Wellness Project

Peanut butter: Peanut butter has protein as well as potassium which lowers the
risk of high blood pressure, stroke and heart disease. It also contains fiber for your
bowel health, healthy fats, magnesium to fortify your bones and muscles, Vitamin
E and antioxidants.
Banana: Contains vitamin B6 and magnesium which help promote better sleep.
Bananas also have fiber, vitamin C, potassium, and vitamin A. Banana promotes
good digestion, prevents constipation, and contributes to healthy blood pressure
and cholesterol levels.
Non-fat Milk: Skim milk is loaded with protein, calcium, phosphorous, vitamin D
and vitamin A. Many of these nutrients help build and maintain strong muscles,
teeth and bones. The protein in skim milk contains all essential amino acids your
body needs daily, making skim milk a source of high-quality, complete protein.
Non-fat Greek yogurt: Non-fat Greek yogurt is high in protein and is a great
source of calcium, potassium, vitamin D, vitamin A, vitamin B12, riboflavin,
phosphorus and niacin. It has low lactose content and is a healthy source of
probiotic bacteria, which aid in digestion.
Cinnamon: Cinnamon helps lower blood sugar, has anti-oxidant effects, fights
bacteria, and reduces inflammation.

Tropical Avocado Smoothie--Health Benefits

Banana: Contains vitamin B6 and magnesium which help promote better sleep.
Bananas also have fiber, vitamin C, potassium, and vitamin A. Banana promotes
good digestion, prevents constipation, and contributes to healthy blood pressure
and cholesterol levels.
Pineapple: Pineapple contains an enzyme (bromelain) which aids digestion,
reduces inflammation and swelling and may have anti-cancer effects. Rich in
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Checklist, Summary and Self-evaluation for Retail Marketing and Wellness Project

antioxidants like vitamin C, pineapple also provides immune support and is an

excellent source of manganese, thiamin, and riboflavin, which are important for
energy production.
Avocado: Avocado is very high in potassium and provides close to 20 essential
health-boosting nutrients, including fiber, vitamin E, B-vitamins, and folic acid.
Avocados are helpful for regulating your blood sugar levels and help you absorb
more of the antioxidants it contains. Due to avocados beneficial raw fat content,
avocado enables your body to more efficiently absorb fat-soluble nutrients
Orange Juice: In addition to oranges' phytonutrients, vitamin C, and fiber, they
are a good source of folate, vitamin A (in the form of carotenoids), vitamin
B1, potassium, copper, pantothenic acid, and calcium.
Non-fat Greek yogurt: Non-fat Greek yogurt is high in protein and is a great
source of calcium, potassium, vitamin D, vitamin A, vitamin B12, riboflavin,
phosphorus and niacin. It has a low lactose content and is a healthy source of
probiotic bacteria, which aid in digestion.
Honey: Honey can be used as an antioxidant, it has antimicrobial, antibacterial
and anti-fungal properties, it is a quick energy source and boosts athletic
performance, and it is a rich source of vitamins and minerals.

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Checklist, Summary and Self-evaluation for Retail Marketing and Wellness Project