Revised 10-26-2018

2018

KADDI Business & Entrepreneurship Concentration Rotation Manual

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Table of Contents

Business and Entrepreneurship Concentration Supervised Practice Overview .................................................................... 4

Assignments ........................................................................................................................................................................... 4

Types of Businesses................................................................................................................................................................ 4

Rotation Process and Timelines ............................................................................................................................................. 5

Evaluation of Professional Performance Traits ...................................................................................................................... 7

Preceptor, Activities and Site Evaluation ............................................................................................................................... 8

End of Rotation Reflection ..................................................................................................................................................... 9

Business and Entrepreneurship Concentration Assignment .............................................................................................. 10

Description and Example Contract ...................................................................................................................................... 12

B&E Division of Tasks Contract Form .................................................................................................................................. 12

Evaluation Rubric ................................................................................................................................................................ 20

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BUSINESS & ENTREPRENEURSHIP (B&E) CONCENTRATION SUPERVISED PRACTICE OVERVIEW

Mentor/Preceptor Qualifications: A professional willing to mentor you in learning to start a business. This person does not have to be a Registered Dietitian Nutritionist.

Logged Hours: 160 hours

Description of Experience: In order to pass the B&E rotation, the intern must demonstrate that they have built upon the required competency CRDN 4.8 (Develop a plan to provide or develop a product, program or service that includes a budget, staffing needs, equipment and supplies.) initially done during the food service rotation. Interns are expected to identify resources needed to establish a private practice or business, use social media to promote the business, design a webpage and develop a business plan specific to an opportunity they could pursue in the future. The preceptor may also assign you additional activities. For example, he or she may want you to write a blog for the business webpage, help in revising their webpage, write menus, etc. It is appropriate for you to engage in activities thathelp their business.

Professional Library / Resources and Recommended Readings:

Nutrition Entrepreneurs Dietetic Practice Group https://nedpg.org/ (note – there may be dietitians who are

members of this group who will agree to precept you; students may join for

Healthie Blog available at http://blog.gethealthie.com/

Business Plan for a Startup Business available at www.score.org or

Small Business Administration website at www.sba.gov

Simple Site (may develop a free webpage here or on other platform you choose) http://www.simplesite.com

Square Space (may develop a free webpage here or on another platform you choose)

https://www.squarespace.com/

ASSIGNMENTS FOR BUSINESS AND ENTREPRENEURSHIP CONCENTRATION ELECTIVE

There are five tasks that are to be done during the B&E rotation.

1. Log of time spent in concentration rotation 2. Develop a plan for your own business (this must be placed in the Typhon external documents) 3. Develop a business webpage 4. Practice using social media 5. Write an end-of-rotation reflection – send to the program director at KADDI@consultingdietitians.com 6. Other activities as requested by the preceptor (if you have a question as to what is appropriate, contact the DI

director immediately).

TYPES OF BUSINESSES (NOT INCLUSIVE) YOU MAY WISH TO START

Below is a list of possible business types you may want to choose. You will likely wish to spend some time with a preceptor who has a business like that which you want to plan. You must have an affiliation agreement with each site where you will spend one or more weeks or where you will complete assignments for competencies. If you go to a site (e.g. a health fair, television station, cooking class, grocery store, etc.) for a day or two, you do not need a separate affiliation agreement. These activities will fall under the direct supervision of your primary mentor/preceptor who will approve your time log for that period.

Long-term care consulting

Private practice for MNT by physician referral

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Corporate wellness

Coaching (be specific about your product mix)

Telehealth

Speaker and media

Author/writer

Technology and social media

Lactation consultant

Menu writing business

ROTATION PROCESS AND TIMELINE

At least eight weeks prior to starting your business and entrepreneurship concentration supervised practice rotation, you must identify a mentor/preceptor. This person does not have to be a Registered Dietitian Nutritionist, however, you must have an affiliation agreement signed by K&A with that person. The program will take care of facilitating that agreement for you.

BEFORE EACH ROTATION

Step Who/When

Rotation Scheduling and Approval

Identify mentor/preceptor and obtain permission from the site.

Obtain signed affiliation agreement for any site where you will spend more than 1 week or complete competencies. The K&A legal department is available to aid you if negotiation is needed. Submit signed agreements to DI director for signature by KADDI.

Facilitate scheduling with the preceptor(s).

You must schedule the whole B&E rotation (160 hrs.) and get approval of your mentor/B&E preceptor and the DI director before you start the B&E rotation.

The intern will be responsible for contacting their site/preceptor at least 1 week prior to starting their rotations to determine rotation logistics (where to park, how to dress, etc.).

The DI Director must approve major changes to the rotation schedule.

Rotation Prep Review the Professional Library / Resources and Recommended Readings in the list given previously.

Review any materials pertinent to the B&E rotation.

Complete any pre-rotation readings and questions from the mentor/preceptor. For example, if you are going to be working in long-term care, you may be required to familiarize yourself with federal and state regulations pertaining to that industry.

Familiarize yourself with any facilities and logistics you will be engaged with during the rotation.

Provide your preceptor with the signed confidentiality statement if requested.

DURING EACH ROTATION

Step Who/When

Rotation Hours Log/Journal

Intern completes each day and logs time at www.typhongroup.net/consultingdietitians

For this B&E rotation you should also keep a paper log detailing how you spend your time.

At the end of each week, both the intern and preceptor must review and preceptor approves time log.

The DI Director will review the log at least biweekly and provide feedback if needed.

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END OF EACH ROTATION

Step Who/When

Finalize Primary preceptor performs the evaluation of professional performance traits and the B&E concentration evaluation.

Intern will evaluate mentor/preceptor.

Hand-written thank-you note to all preceptors/sites.

Hand-written thank-you note is required and a small gift is suggested for the primary mentor/preceptor for this concentration supervised practice rotation.

End of Rotation Reflection

Interns will write an end-of-rotation reflection describing how they positively impacted their rotation, the team that they worked with, explaining what they learned, skills developed, areas in which they need to improve, areas they would like to explore, and how this rotation experience added or changed their view about starting a dietetics-related business. Submit this reflection to the KADDI director. It is ungraded but will be used for program improvement.

END OF ENTIRE PROGRAM

Step Who/When

Exit Review

The exit review will include a confidential survey to assess the overall program and provide feedback for continuous improvement. Access to the exit review survey will be provided to the interns by the KADDI director as soon as the program is completed.

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Evaluation of Professional Performance Traits (done by preceptor on Typhon)

This evaluation is to be completed by the primary preceptor at the end of the Business/Entrepreneurship rotation. In addition to evaluating intern progression in meeting competencies, evaluations provide valuable tools for identifying an individual’s strengths and limitations in areas of communication, professional and personal development, and management skills. Please consider the following traits and provide a rating for each. Rate the applicant on actual performance and not on what you think the person can do. Please rate the intern using the following scale: 4 = Exceptional (Intern consistently performed above expected levels at all times, skill level sufficiently mastered) 3 = Good (Intern performed at or above expected levels the majority of the time, limited need for continued

development of this particular skill) 2 = Limited (Intern performed fairly well in this area at times but there is some room for growth or improvement) 1 = Low (Intern consistently did not perform as strongly as expected and there is significant room for growth or

improvement) 0 = Can’t Rate (Didn’t observe or not applicable to the experience the intern was involved in)

Rating 0-4

Comments

Communication Related Traits 1. Recognizes interpersonal miscommunications and makes an effort to correct

them tactfully

2. Shows consideration of others when carrying out assignments 3. Establishes rapport with others 4. Relates with empathy to persons of various ages, ethnic, educational and

economic backgrounds

5. Can communicate non-defensively 6. Comfortable at taking and giving feedback

7. Effective oral communication skills

8. Effective, clear succinct writing skills

Professional and Personal Development Traits

9. Protects confidential information and upholds the Academy of Nutrition and Dietetics Code of Ethics

10. Requests feedback regarding activities in which s/he is involved in

11. Volunteers own ideas

12. Accepts feedback and suggestions in a positive manner

13. Exhibits assertiveness when appropriate

14. Demonstrates confidence in own ability to contribute to the organization

15. Demonstrates willingness to use own initiative when appropriate

16. Is dependable – accepts responsibility for own actions

17. Participates in self-evaluation of professional performance

Organization and Management Skills 18. Reports to work on time 19. Professional appearance 20. Determines priority of tasks and completes them 21. Recognizes the relationships between assigned learning activities and daily

departmental operations

22. Implements management techniques in carrying out assignments 23. Evaluates results, demonstrates critical thinking

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PRECEPTOR, ACTIVITIES, AND SITE EVALUATION (done by intern on Typhon)

This evaluation is to be completed by the intern at the end of the Business/Entrepreneurship rotation.

Intern: ______________________________________________________ Date: _____________ Facility: _____________________________________________________________________________ Primary Preceptor: ___________________________________________________________________ Please rate each question below.

Question

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Dis

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The facility/site was prepared for the intern

Adequate orientation to the site was provided

Preceptor(s) provided adequate feedback regarding performance

Feedback provided to the intern was constructive and helpful in improving performance

Preceptor(s) demonstrated patience and understanding when working with the intern

Preceptor(s) demonstrated competence and served as professional role model(s) for intern

Competencies and objectives for the rotation were identified at the beginning of the experience

Activities were flexible enough to accommodate special needs and interests of the intern

Adequate opportunities existed to meet established competencies

Criteria for evaluating intern performance was clearly identified at the beginning of the experience

Projects and assignments completed during the rotation enhanced intern learning and development

Intern was allowed to assume an adequate/appropriate degree of responsibility for the area assigned

The experience increased the intern’s self-confidence and ability to perform effectively in this area of dietetics

The experience increased the intern’s appreciation of the role of the dietitian in this area of dietetics

Overall quality of the rotation

What did you enjoy most about this experience? What did you enjoy least about this experience? How could the experience be improved at this site? Other comments:

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END OF B&E ROTATION REFLECTION

At the end of the B&E rotation, interns will write a summary including each of the following. Send the summary to the primary preceptor and the KADDI director. It is ungraded but is used for program improvement purposes. You may have gone to a site that was very worthwhile. The KADDI director will want to be able to recommend similar sites to future interns. 1. Rotation

2. Site

3. Provide one or more examples of how you positively impacted a specific situation and teams you worked with.

4. What type of environment and or direction do you think helped facilitate your development in this rotation?

5. Were there any barriers that may have limited your ability to accomplish the requirements for this rotation?

6. Which types of skills do you feel were developed during the rotation?

7. What were you most surprised by during your rotation?

8. Is there something specific from your rotation that you would like to know more about? What is your plan for

learning more about that topic?

9. If you knew then what you know now – what would you have done differently to get ready for this rotation?

10. Any other additional comments?

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BUSINESS & ENTREPRENEURSHIP CONCENTRATION

ACEND Competency

BEC 1 Practice using social media.

BEC 2 Develop a business webpage.

BEC 3 Develop a business plan.

Prerequisite Knowledge:

Completed clinical, community and foodservice rotations.

Student member of Academy of Nutrition and Dietetics and the Nutrition Entrepreneurs DPG

At the completion of this activity, the student will be able to:

Identify resources needed to establish a private practice or business

Use social media to promote yourself and your business

Design a webpage for a personal business

Develop a plan for your own business

How will attainment of competency be assessed?

Review of the business plan

Review of the webpage

Review of the log of time spent in various activities related to business and entrepreneurship

What is the student expected to submit?

Log of time spent in the concentration elective (remember to record what you did)

Hyperlink for webpage

Typed copy of business plan

Who will evaluate the assignment/student performance and communicate the evaluation?

Mentor/Preceptor

Factors to consider in evaluating this assignment:

Has the intern had experience with three or more social media outlets (Linked-In is required; others may include

Facebook, Twitter, Snap-Chat, etc.)

Is the business plan reasonable and thorough?

Is the webpage attractive? Does it communicate the business well?

Length of time for this activity:

4 weeks (minimum of 160 logged hours)

Is this activity a prerequisite experience to a higher level supervised practice activity? If yes, describe.

No – this is the capstone experience.

Describe the activity. Step by Step, what should the intern do? 1. Read the evaluation rubric to be familiar with what you will need to do.

2. At least two to three months before the concentration rotation is to begin, contact a business person (does not

have to be an RD) who will serve as the mentor/preceptor.

3. A minimum of four weeks prior to the beginning of the rotation, submit an intern-preceptor contract (plan of

what you intend to do) to the dietetic internship program director. It should contain what you intend to do,

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where you will do it, and who the mentor/preceptor will be. Please use the contract form in this document. You

may also need to submit a request to the K&A legal department to execute an affiliation agreement.

4. When the rotation starts, keep a log of your time and what you are doing. These activities may include interning

for a business by blogging, using social media (e.g. tweeting, Facebook, etc.), working on a webpage. You may

also develop tools for your own business.

5. Experiment with social media. Have a Linked-In account. Decide which other outlets such as Snap Chat, Pintrest,

Instagram, Facebook, Twitter, etc. that you will use.

6. Develop a webpage.

7. Develop a business plan for a business you might have in the future. The plan should be comprehensive and

must be placed in the Typhon external documents. The report must have:

a. Executive summary

b. Business description

c. Marketing plan evaluating and justifying the market opportunity

d. Management plan

e. Financial plan

f. Operational plan

g. Oral presentation (30-45 minutes) to your mentor/preceptor that includes

i. Concise “elevator pitch”

ii. Overview of the entire business plan

Pertinent References or Resources:

Nutrition Entrepreneurs Dietetic Practice Group https://nedpg.org/

Healthie Blog available at http://blog.gethealthie.com/

Business plan for a startup business available at

o www.score.org (read about Zero to Hero nutrition)

o www.liveplan.com (there is a $20 per month cost and this sight was recommended by a nutrition

entrepreneur at FNCE 2017),

o www.sba.gov (Small Business Administration at www.sba.gov)

Simple Site (may develop a free webpage here or on other platform you choose) http://www.simplesite.com

Square Space (may develop a free webpage her or on another platform you choose)

https://www.squarespace.com/

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Keith & Associates Distance Dietetic Internship

Business & Entrepreneurship Concentration

Preceptor & Intern Contract

Mentor/ Preceptor Qualifications: A professional willing to mentor the intern in learning to start a business.

This person does not have to be a Registered Dietitian Nutritionist.

Description of Experience: The Business & Entrepreneurship (B&E) rotation is designed to allow the intern to

develop a business plan to provide or develop a product, program, or service that includes a budget, staffing

needs, equipment, and supplies. Interns are expected to identify resources needed to establish a private practice

or business, use social media to promote business, design a webpage and develop a business plan specific to an

opportunity they can pursue in the future.

In order to ensure that all aspects are met and that the intern satisfies all competencies, the B&E concentration is

divided into three (3) main components:

Social Marketing- i.e. Generating Instagram posts, blog posts, running a Facebook page, using Snapchat; all to

promote a business

Developing a webpage

Developing a business plan

Expectations and time budgeting

The B&E rotation is expected to take a minimum of 160 hours. Keith & Associates currently has set a guideline

for the number of hours budgeted for each main component Social Marketing: 24 hours Developing a webpage:

48 hours Developing a business plan: 88 hours

Any changes made to the hours allocated to each task must be discussed and approved by the program director

before the start of the rotation. The reason for this is so that the tasks do not expand beyond the scope of the

rotation. The intern is there to learn. The preceptor will hopefully benefit from the intern’s contribution;

however, the intern must have a firm idea of what is expected, when it is due, what the deliverable product is to

be (e.g. Instagram posts, blogs, newsletter, education materials, etc.) and how it will be evaluated.

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EXAMPLE: Preceptors and interns may use this as a guideline for assignments, however they can come

up with their own assignments that will meet the competencies. For instance, the intern does not HAVE

to use Facebook. They can use a social media outlet of the preceptor’s choice).

Component #1- Social Marketing- 24 hours

Assignment 1) Managing Facebook page- includes generating posts for marketing, networking, making different

pages for different ideas/ areas, keeping track of analytics

Hours: 8 hours

To be completed by: *Insert Date here*

Feedback to intern to be done by: *Insert Date here*

Assignment 2) Managing Instagram- Managing Instagram profile, keeping track of analytics (likes on posts, #

of followers and likes within a set of time), coming up with different ideas for posts. Generate 15 Instagram posts.

Hours: 8 hours

To be completed by: *Insert Date Here*

Feedback to intern to be done by: *Insert Date Here*

Assignment 3) Managing Blog posts on Tumblr- Creating 10 blog posts related to the business to promote it,

creating blog posts about different recipes, develop layout of blog page, keeping it updated

Hours: 8 hours

To be completed by: *Insert Date Here*

Feedback to intern to be done by: *Insert Date Here*

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Component #2- Developing a website- 48 hours

Assignment 1) Coming up with an idea- Research and develop an idea for a unique website or new part of the

preceptor’s website that will promote the business OR develop an idea for a unique website for the intern’s

hypothetical future private business. (Preceptor and Intern must discuss specifics).

a) Come up with the type of site that will be needed- informational? Commercial? Nonprofit or cause driven?

b) Navigation design- how will users move around your site and how will it affect its information architecture as

well as overall usability of site? Use of links to get to one page to another? Interactive?

c) Content- What will it contain? Text? Videos? Images?

Hours: 2-4

To be completed by: *Insert Date Here*

Feedback to intern to be done by: *Insert Date Here*

Assignment 2) Creating a rough draft of the website- Draw sketches of how the website will look like. Come

up with the use of colors and general layout. Decide on text to be used. Picture how it will all come together.

Hours: 2-4

To be completed by: *Insert Date Here*

Feedback to intern to be done by: *Insert Date Here*

Assignment 3) Creating the website- Depending on expertise on digital media, intern may use applications such

as Wix and Squarespace or actual coding to develop the website.

Hours: 30-32

To be completed by: *Insert Date Here*

Feedback to intern to be done by: *Note- during the website project, regular feedback is advisable. *

Assignment 4) Publish Website. Advertising the website/ Maintain the website- Publish website. Using social

media platforms from previous component, advertise the website and measure analytics. Maintain the website and

make any changes you feel are necessary. Judge the website as a final product.

Hours: 6-8

To be completed by: * Insert Date Here*

Feedback to intern to be done by: *Insert Date Here*

Component #3- Developing a Business Plan- 88 Hours

A business plan is a written document describing the nature of the business, the sales and marketing strategy,

and the financial background, and containing a projected profit and loss statement. It also serves as a road map

that provides directions so a business can plan its future and help it avoid problems down the road.

Assignment- Developing the business plan. Can include (but not limited to) the following:

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-Research and Determine the purpose of plan- Business plan can be for the intern’s future business or it can be

of the preceptor’s choice. Intern and preceptor will have to discuss to finalize a plan.

-Develop an executive summary and company description

-Market analysis- Research on your industry, market

-Organization and management- Your business and management structure

-Service/ product- the products or service you’re offering

-Marketing and sales- how you’ll market your business and your sales strategy

-Funding request- How much money you’ll need in the next 3-5 years

-Financial projections- Supply a proforma budget

Hours: 88

To be completed by: *Insert Date Here*

Feedback to intern to be done by: * Note, during creation of business plan, regular daily feedback is needed*

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Business and Entrepreneurship Division of Tasks (Contract) Form

TO BE COMPLETED: By both preceptor and intern before the start of the rotation. Please specify assignments

in detail and amount of time that should be allocated for assignment. Give due dates and when feedback is to be

received. Additional assignments can be added. The plan must be submitted to the internship director at

KADDI@consultingdietitians.com a minimum of eight weeks before the entrepreneurship rotation is scheduled.

The affiliation agreement must also be done by then.

Component 1) Social Marketing- ______________ Hours

Assignment #1) ________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

-Hours: _____________

-To be completed by:______________________

-Feedback to intern by:____________________

Assignment #2) ________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

-Hours:_________________

-To be completed by:______________________

-Feedback to intern by:_____________________

Assignment #3) ________________________________________________________________________

________________________________________________________________________

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________________________________________________________________________

-Hours:_________________

-To be completed by:______________________

-Feedback to intern by:_____________________

Component #2) Developing a Website- _____________ Hours

Assignment #1) ________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

-Hours:_________________

-To be completed by:______________________

-Feedback to intern by:_____________________

Assignment #2) ________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

-Hours:_________________

-To be completed by:______________________

-Feedback to intern by:_____________________

Assignment #3) ________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

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-Hours:_________________

-To be completed by:______________________

-Feedback to intern by:_____________________

Component #3) Developing a Business Plan- ____________ Hours

Assignment #1) ________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

-Hours:_________________

-To be completed by:______________________

-Feedback to intern by:_____________________

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To the Intern

As a dietetic intern, it is your responsibility to adhere to all the guidelines set for the business and

entrepreneurship rotation by Keith & Associates. It is your responsibility to complete the assigned tasks in a

timely manner and meet the deadlines set by your preceptor. By signing this contract, you agree to meet the

established requirements.

If for any reason you feel that the workload is too much and you are unable to meet the previously agreed on

timeline that you and your preceptor established, discuss with your preceptor if it can be modified and how you

can compensate for any lost time. The program director is available to help with this process.

To the Preceptor

As a preceptor, you are agreeing to act as a mentor to the intern in order to ensure that they meet all the

competencies and requirements needed to pass this rotation. You will keep track of their assignments and hours

and will provide feedback accordingly. It is up to you to decide if the intern has satisfactorily met all the

requirements in a timely manner. It is important that you give regular feedback so the intern knows how they

are progressing. It is also important to give an appropriate workload of assignments and keep due dates and

expectations realistic.

If for any reason you feel that the intern is not meeting your expectations and they cannot keep up with the

assignments in a timely manner, discuss this with the intern to come up with a solution and modify the

previously agreed upon timeline in order to still meet all the goals. You will be completing a weekly report that

is signed and given to the intern to be sent to the program. If an intern is rated as needing improvement or poor

for two weeks in a row the KADDI director will be contacting both the intern and the preceptor to set up a

conference call to resolve performance issues.

The program director is available at any time. Contact her at KADDI@consultingdietitians.com or call 918-

574-8598.

By signing this agreement, all parties agree to the terms as described above. Both parties will received a printed

copy of this agreement, and will be responsible for upholding its terms.

(Preceptor) (Date)

(Intern) (Date)

(Program Director) (Date)

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BUSINESS & ENTREPRENEURSHIP CONCENTRATION EVALUATION

Level of Performance 4 – Outstanding (pass) 3 – Good (pass) 2 – Needs improvement (fail) 1 – Poor (fail)

Competency and criteria Level of Performance

BEC 1 Practice using social media.

Used a minimum of three types of social media (e.g. LinkedIn, Twitter, Snap Chat, etc.)

4 3 2 1

Evaluated online presence using Google Analytics, Twitter Search or another platform.

4 3 2 1

Has blogged about one or more topics of professional interest 4 3 2 1

BEC 2 Develop a business webpage.

Is the website user friendly? 4 3 2 1

Do all the links work? 4 3 2 1

Is content of high quality? 4 3 2 1

Is navigation intuitive, easy to find? 4 3 2 1

Does the website lend itself to mobile devices? 4 3 2 1

Are colors pleasing? 4 3 2 1

Is there an adequate amount of white space? 4 3 2 1

Is the text easy to read? 4 3 2 1

BEC3 Develop a business plan.

Is there an executive summary with a concise “elevator pitch? 4 3 2 1

Is there a good business description? 4 3 2 1

Has the intern provided a marketing plan? Did the intern evaluate and justify the market opportunity?

4 3 2 1

Has the intern provided a management plan? (The intern is inexperienced. Does he or she have a plan for a mentor or advisory group?)

4 3 2 1

Is there a financial plan? a. Are financial projections promising and realistic?

Projections based on historical data are stronger. b. Does the intern consider start-up costs? c. Is there an exit strategy for pulling initial investment out

to repay investors?

4 3 2 1

Is there an operational plan? 4 3 2 1

Is the report written well (good grammar, sentence structure, easy to find headings dividing sections, no typos or misspelled words, etc.)

4 3 2 1

Did the intern give an effective oral presentation? 4 3 2 1

Feedback to student (required if receives a rating of 2 or 1)