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From Blank Menu to a Documented Planning Draft

Follow a four-step planning path to prepare a CACFP or SFSP menu, review meal-pattern gaps, and organize records for sponsor or state review.

1

Set Up Your Program

Select your program type, age groups, and meal schedule so the workspace can show the relevant planning fields.

  • Choose CACFP or SFSP program type
  • Select age groups you serve
  • Set your meal service schedule
Create a Free Planning Account
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Program Type

CACFP - Child Care Center
Selected
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Age Groups

Ages 3-5, Ages 6-12
2 Groups
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Meals Served

Breakfast, Lunch, PM Snack
3 Meals
2

Build Your Menu

Select foods and portions from available product and source records. CrEATe flags component and quantity gaps against the selected meal pattern as you go.

  • Use USDA FBG yield references and separately search Product Records
  • Drag and drop menu planning
  • Meal pattern checks as you build
Open Menu Builder (Free Account Required)
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Whole Grain Oatmeal

1 oz eq grain
Grain โœ“
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Apple Slices

ยฝ cup fruit
Fruit โœ“
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1% Low-Fat Milk

6 oz fluid milk
Milk โœ“
3

Review Product Sources and Documentation

Review available USDA records, manufacturer PFS documents, and CN labels. Missing documentation remains unresolved so you know what still needs verification.

  • Available PFS and CN document links
  • Source fields shown when available
  • Open available source-document links
Search Product Records (Free Account Required)

Product Formulation Statement

Source Review
Nature's Own Whole Wheat Bread
Grain Eq: Verify source
WGR: Needs review
Serving: 1 slice
Program: CACFP review
4

Export Menu Drafts & Prepare Records

Download menu drafts in available formats, then prepare production-record drafts in the separate record workspace. Confirm the required format and supporting evidence with your sponsor or state agency.

  • Export menus as Excel or PDF
  • Create and save production-record drafts separately
  • Save ordinary menu drafts for later editing
Create a Free Planning Account
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Weekly Menu - Excel

Planning draft with components
Download
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Production Records

Draft for program review
Open Tool
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PFS Documentation

Available sources indexed
Source Links

Keep Planning Checks and Records Together

Move from menu setup to documentation follow-up without losing track of unresolved items.

Plan

Build the Menu

Select the program, age groups, meals, foods, and portions that match your planned service.

Check

Review Meal-Pattern Gaps

Review configured federal pattern checks and resolve warnings before you finalize your planning draft.

Document

Prepare Supporting Records

Export drafts, gather current source documents, and confirm final requirements with your sponsor or state agency.

Ready to Bring Your Planning Workflow Together?

Create a free account to use the protected menu, checking, and documentation tools. No credit card required.

Create a Free Planning Account