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Reports, checklists and data for Texas dairy producers

Farm Business & Financial Management

Farm-to-School Sales Planning Worksheet

A planning worksheet for selling farm products to schools. Helps producers learn what buyers need, what the farm can supply and what steps come before the first sale.

Download free PDF1 page, US Letter, prints clean in black and white

WorksheetFarm Business & Financial ManagementFree PDF

What you fill in

  • School or district contact
  • Products the farm can offer
  • Seasonal availability of each product
  • Packaging and delivery needs
  • Food safety documents to check
  • Insurance and liability review
  • Pricing and ordering process
  • Bid or purchase requirements
  • Follow up and feedback plan

How to use this worksheet

Take the sheet along to the field, shop or office. The blank lines are there so you can write down what you actually see and use.

Where to check the details

This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with USDA AMS and USDA.

For more in this area, see the farm loans, grants and taxes. Between chores, farm.FM has farm humor, including Farm Succession Planning, and agribusiness farm stories.

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