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Profit to Share!Workbook © 2015, BizGym Foundation. All Rights Reserved. | lemonadealley.com | bizgym.org | Edition 09.15.15 LemonadeAlley.com 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 #kidpreneurs

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Page 1: Profit to Share! - Home - Lemonade Alley® Challengelemonadealley.com/wp-content/uploads/2015/09/Student-Workbook-151614.pdf · Judging Criteria Performance Ratings Each category

Profit to Share!™

Workbook

© 2015, BizGym Foundation. All Rights Reserved. | lemonadealley.com | bizgym.org | Edition 09.15.15

LemonadeAlley.com

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 #kidpreneurs

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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

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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

2. Choose Your Customers

3. Make Your Team

4. StoryTree® Business Plan

5. Design Your Stand

6. List Things You’ll Need

7. Invent Your Recipe

8. Design Your Cup

9. See How Much You’ll Make

10. Create an Extra Product

11. Design Your Menu

12. Learn Food Safety

13. Plan Your Marketing

14. Create Your Pitch

15. Plan Your Pitch

16. Prepare for Interviews

Competition Day Forms A. Rules Summary

B. Judging Criteria

C. StoryTree® 1-Page B-Plan

D. Reimbursement Form

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1. Create Your Big Idea

Write your lemonade stand name here:

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!

Draw some Big Idea pictures:

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2. Choose Your Customers

Add 3 types of customers:

Customer Pictures: Describe them (ages & interests):

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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.

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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

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5. Design Your Stand

TIPS! You will be judged on these: 1. Message Quality 3. Sales Efficiency 2. Customer Experience 4. Cleanliness

StoryTree® Plan

Walk Up or In? Order, Payments & Pickup? Making Equipment?

Team Name? Logo? Slogan? School? Charity? Sponsors? Menu? Pricing? Products?

Table Top? Booth Skirt? Mascot? Uniforms?

Draw your ideas:

15’ m

ax

10’ x 10’ max (tents OK if weighted for wind)

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6. Things You’ll Need

Make a list of important stuff:

Involve your charity, school, family & friends in

your stand to get more donations!

Always check with government agencies for Health, Business

and regulations and laws.

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: Food or beverages made with heat (stoves, ovens, etc.) must be made and packaged in a certified commercial kitchen like a restaurant.

The Law: Perishable items must be properly stored in coolers.

The Law: Tents must be anchored with heavy weights.

The Law: Excess liquids or ice cannot be dumped outside so use storage containers and dispose of properly at home.

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7. Invent Your Recipe

Sugar?

Agave?

Stevia?

Honey?

Pulp?

Mint?

Basil?

Zest?

Fresh Fruit?

Ice Cubes?

Ginger?

Rosemary?

TIP: Try using lemon skin (called “zest”) to get

lemoniness without having to use a lot of sugar.

TIPS! Recipes judged on: 1. Flavor 3. Mouth-feel 2. Healthiness 4. Presentation

?

List your ingredients. Try to reduce sugar:

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8. Design Your Cup

Make your cup a feast for the eyes:

make your cup part of your lemonade stand

theme.

What fun things you can add? Maybe an umbrella? A plastic

monkey? Fun straws?

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DONATION INCOME (scrip & donated cash) $ Amount

Lemonade: ( _______cups X $_______/cup donation)

Extra Products: ( _______units X $_______/unit donation)

Tips & Donations

Gross Income (add amounts above):

Lemonade Tax (20% of Gross Income)

Net Income (Gross Income - Lemonade Tax):

EXPENSES $ Amount

Total Expenses:

PROFIT TO SHARE! (Net Income – Total Expenses) $

Why Scrip? Scrip reduces the risk of cash theft. It also makes “sales” into “donations” so we don't have to charge sales tax.

TIP! Get company sponsors to donate supplies or cash to

your team.

9. See How Much You’ll Make

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.!

Do a budget:

TIP! Most teams serve 300-400 cups on

Competition Day.

TIP! You are allowed to “sell” lemonade (take

donations) before Competition Day.

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10. Create Extra Products

Remember: all cooked foods must be made and packaged in a certified

commercial kitchen.

An additional product or game is a good idea. When everyone is sick of tasting lemonade, you’ll

still be making money!

Make more money by “selling” other things:

Draw some Big Idea pictures:

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11. Design Your Menu

List products and include prices:

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.

Our Menu

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12. Learn Food Safety

Food Safety Test:

Always check local Health,

Business and other government laws for latest requirements.

1. Lemonade that’s for sale must be made and served according to health laws.

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.

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”!

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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.  

13. Plan Your Marketing

Write down how you’ll get the word out:

TIP: Get a head start. You’re allowed to “sell”

before Competition Day!

TIP: The more people you involve in your stand, the

more you’ll make on Competition Day!

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14. Create Your Pitch

Make a 1-minute show on why people should buy your lemonade:

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The Grabber:

Your “Secret Sauce”:

Next Steps: How to Buy:

15. Plan Your Pitch

Words (What We’ll Say)

Action (What We’ll Do on Stage)

TIP! Consider making your pitch

about your charity. Or show how supporting your stand supports

your charity.

Pitch Judging: You will be judged on Presentation, Use of

Time, Message Quality & Entertainment Value.

Grabber: Start with something that makes people sit up and take

notice!

Your Big Idea (speech, song, rap, dance, skit, signs, etc.)

TIP! Use your best skills and

don’t be afraid to be silly!

Write a pitch script:

Next Steps: Tell people what you want

them to do. In business, if you ask,

they’ll buy more.

Secret Sauce:

Show what makes your lemonade special, different and cool.

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16. Prepare for Interviews

1. Our Big Idea is…

2. Our charity is…

3. Buy our lemonade at…

Write 3 main ideas for interviews:

TV TIP! Turn on 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.

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Competition Day

Judging

National Anthem Yellow Carpet Walk (Teams & Judges)

Start Your Lemons

Opening Ceremonies

Awards & Closing

Early Morning: Teams Check-In & Build Stands

StoryTree® Business Plan Judging Lemonade Stand Judging

Taste-Test Judging Sales Pitch Judging

Close of Sales Entertainment During Tabulation

Yellow Carpet Reprise Opening of the Umbrellas

Prizes & Awards Group Pictures

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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

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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

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© 2015, BizGym. All Rights Reserved. Provided courtesy BizGym.com, the entrepreneur’s growth app

TEA

M #

StoryTree® Biz Plan

LemonadeAlley.com Profit to SHARE!

18

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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.

TEA

M #

# Description Personal expenses and items such as ice chests and tents that can be re-used are not reimbursable.

Product Costs Reasonable examples include lemonade mix,

fruit, sugar, cups

Stand Costs Reasonable examples

include signage, decorations, rope, tape

Other Expenses Reasonable examples

include napkins, equipment, 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 $

I certify that these expenses are legitimate & accurately stated.

Signature:

Name (reimbursement payable to):

Lemonade Alley Auditor Signature: Street:

Auditor Name: City: State: Zip:

Tip! You can improve your Judging Score AND support your charity by

donating your reimbursable expenses!

T. N

AM

E

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© 2015, All Rights Reserved. Lemonade Alley, BizGym Foundation BGF is a 501C3 nonprofit | 1012 18th Ave. Honolulu, HI 96816

LemonadeAlley.com | BizGym.org