LESSON 14: Cost Control

  1. BASIC TERMS AND CONCEPTS

Controlling - which is a function of management that ensures performance is in accordance with the plan.

Cost- the price paid for goods or services when the goods are consumed or when services are rendered

Cost control- regulates cost based on the cost standards set by the food service establishment 

Food Cost- cost of food items or edible sold in a food service establishment, often referred to as “cost of goods sold”

  • Food Cost/Revenue = Food Cost %

Beverage Cost- cost related to the sales of alcoholic beverages.

Labor Cost- is the cost of all employees involved in running the operation, referring to their salaries and wages, fringe benefits, insurance, and retirement taxes

  • In some cases, it is the 2nd largets cost, next to food cost

Two Categories of Labor Cost are:

  1. Fixed Labor Cost- salaries of employees who are paid a fixed amount, regardless of volume of business (manager, cashiers, supervisors, and chef)

  2. Variable Labor Cost- salaries or wages of employees, which vary with the changing volume of business (waiters or service personnel)

Overhead Cost- includes costs that are not classified as food and labor

  • Some are fixed (e.g., rental, depreciation, and insurance)

  • Also includes operating costs such as cost of utilities, repairs, advertising and promotion, office supplies, transportation.

Four Basic Steps in the Control Process

  1. Establish standards for the operation. These standards include:

    1. Quality Standards- degree of excellence of raw materials.

    2. Quantity Standards- measure of wt, count or volume

    3. Standard Cost- pre-determined cost of food, labor, and other expenses which are included upon during the planning process.

    4. Standard Procedures- established methods, routines, techniques and processes used in a day to day operations to ensure that cost standards are met.

  2. Train all concerned individuals to follow established standards.

  3. Monitor performance consistently, and periodically compare actual performance with established standards.

  4. Take appropriate action to correct deviations from standards.

Characteristics of Good Cost Control Systems

  1. Must be designed to fit the operation, rather than interfere with it.

  2. Must provide accurate, detailed data.

  3. Must be simple to operate.

  4. Must have a clear separation of duties so that no single person has control over the transaction from beginning to end.

  5. Cost of operating the system must not go beyond what is due of that which is being controlled


II. FOOD COST CONTROL

Why should food cost be controlled?

Objectives of Food Cost Control

Food cost control aims to:

  1. General data for management reports

  2. Price goods and quotations properly

  3. Prevent wastes and inefficiencies

  4. Analyze income and expenditure

  5. Evaluate performance over a given period

  6. Compare performance of an operation over different periods of time, or compare performance of two or more operations


Obstacles of Food Cost Control

Hindrances that make food cost control difficult:

  1. Limited shelf life and perishability of food

  2. Unpredictable volume of business, making forecasting difficult

  3. Edible raw materials are highly prone to pilferage

  4. Short cycle of operation from menu planning to sales

  5. Municipality of small value transactions

  6. High degree of departmentalization within the foodservice operation

  7. Unstable market conditions, thereby affecting the quality of and cost of raw materials

  8. Varies menu items produced and sold


How to control Food Cost

  1. Develop financial policies

  • Set financial target and standard food costs, based on the objectives and nature of the operation

  1. Develop routine operational controls and reporting system

  • Includes clerical procedures and data recording

  1. Post operational control

  • Major elements are food cost reporting, assessment of results and taking appropriate corrective action, when necessary


III. FOOD COST CONTROL THROUGH MENU PLANNING AND PRICING

Standard Recipe- a written formula detailing ingredients and respective quantities needed in order to produce desired quality and quantity of a menu item

Information found in a standard recipe include following:

  1. Name of recipe

  2. Total yield, expressed in terms of volume, wt or count

  3. Portion size

  4. Number of portions the recipe can produce

  5. List of ingredients and their specifications

  6. Quantity of each ingredient (i.e. wt, volume, or count)

  7. Step-by-step method of preparation/cooking procedure

  8. Special instructions, if any

  9. Cooking time, temperature

  10. Equipment needed

  11. Recipe cost (optional, as this is done from time to time to cope with the desired yield or changes)


Recipe Conversion- involves adjusting the quantity of a recipe to attain the desired yield or serving portion

Two methods of recipe conversion:

  1. Factor Method

Conversion factor = (required yield)/(recipe yield) or Conversion factor = what you NEED/ what you HAVE


  1. Percentage Method

Total wt of recipe = adding wt of each ingredient % by wt of each ingredient = wt of ingredient/ total recipe wt 

Menu- a list of food or items offered by a restaurant or a foodservice establishment

Sales History- a written record of the number of portions of each item sold every time it appears on the menu; also known as a daily summary or portion sales.

Popularity Index- ratio of the number of menu items sold in a given period over the total number of menu items sold in the same period.

Forecasting- predicting what is likely to occur in terms of revenues and expenses, using available data.

  • Principal element in control, uses sales data to predict future sales

Yield- the resulting quantity obtained after a recipe has been prepared, which may be expressed in count, volume or wt

Pre-costing-  calculating the cost of a recipe prior to actual preparation to determine whether it will meet cost objectives

Food Cost Percentage- the ratio of the cost of food as purchased over the sales multiplied by 100.


Ways to Control Food Cost in Menu Planning

  1. Conduct market analysis to determine needs and trends, paying capacity, likes and dislikes of clientele.

  2. Use standard recipes.

  3. Get information on the popularity of menu items.

  4. Make a menu forecast based on records, observation and knowledge of trends and competition,

  5. Pre-cost menus using current prices to determine if food cost objectives will be met.

  6. Plan to use foods in season or those which are readily available.

  7. Weigh the advantages and disadvantages of using convenience foods.

  8. Utilize leftovers when possible.

  9. Check inventory regularly. Include slow moving storeroom items in the menu plan.


PRICING METHODS USED IN FOODSERVICE

Most common combination of Pricing methods

  1. Direct Food Cost Method

This method is only concerned with the cost of food in relation to the selling price


FC%= cost of food as purchased/selling price X 100 or

Price (SP)= cost of food/ %Food cost desired


  1. What the Market will Bear

Based on the assumption that if a customer attaches a certain value to a product and is willing to pay much for it, there is no reason why it should not be marketed at that price.

  1. Competition Pricing

Largely based on the competitor’s price, with the assumption that the competitor’s prices are also satisfactory for one’s clientele.

  1. Average Cost Plus Profit

Possible if the menu is relatively homogenous. Selling price is determined by getting over-all cost which it wishes to cover, then adding desired profits.

  1. All Cost Plus Profit

The percentage profit desired must first be ascertained.


E.g. if a 10% profit is desired, all cost must be totalled and is considered 90% of the selling price, which is then obtained by dividing cost by 0.9 thus, an item that costs P2.70 will have a selling price of P3.00.




  1. Minimum Sale Pricing

Based on the rationale that every customer costs a certain amount to serve, and those costs will be covered by having minimum charge.

  1. Tradition Pricing

Some prices are considered traditional giving little room for variations.

  1. Price Cost

a cost of food plus labor based on the fact that some food items are more labor intensive that others, thus making the direct food cost method impractical.


How to price effectively

  1. Know your product

  2. Know your clientele

  3. Know your competitor

  4. Know the supply and demand for the product/s you are selling

  5. Know the psychological basis for pricing


IV. FOOD COST CONTROL IN PURCHASING

Objective: To ensure continuing supply of sufficient quantities of food with quality appropriate for intended use, purchased at the right time at the most favourable price.


Buying- an activity which involves selling policies and making decisions about what product to buy, how to buy them, who are the vendors to be patronized and at what frequency and quantity

Ordering–  a clerical activity involved in the buying procedure

Purchase standards- rules or measures established for making comparisons and judgements to be used as basis for determining the extent to which results meet expectations.

Quality standards- the degree of excellence of raw materials and finished products.

Quantity standards- measure of wt, count or volume

Specifications- statement of particulars developed for every material purchased, developed according to purchase standards

Must clearly state the following details and description about the product:

  • Common trade name

  • Standard, grade or brand

  • Size of container or number of packaging units in a container

  • Unit in which prices will be quoted (kilo, dozen, crate, gross)

  • Area of origin (bangus, dagupan), number of pieces per unit (5 pcs bangus a kilo), condition (fresh, chilled, frozen, cured), packaging medium (packed in brine, syrup), age (a day old), type of packaging (canned, bottled, tetra pack)

Par Stock- the normal quantity of an item required in a given operating period

Record point- figure representing the number of units that should be on the shelves before additional quantities are ordered.

Standing Order- prepared in advance, order specifies how much an item should be automatically delivered each day or a week or a month.

Purchase order (PO)- a written request by the buyer for the vendor to sell goods and services to an establishment.

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LESSON 15: MARKETING MANAGEMENT

MARKETING

  1. Ascertaining needs and wants of the consumers

  2. Creating product- service mix that satisfies these needs and wants

  3. Promoting and selling the product- service mix to generate profit

Product-service-mix-include foods, beverages, meeting facilities, atmosphere, table appointments, personal attention by service personnel.

TRADITIONAL MARKETING MIX (4 Ps)

  1. Product- combination of products and services

  2. Place- where sold, channels of distribution

  3. Promotion- method of communicating with the tangible market

  4. Price- pricing policy that stimulates sales to achieve financial target


THE ROLE OF MARKETING PLAN

  1. Marketing Planning

    1. Competitive assessment

    2. Developing a marketing strategy

    3. Forecasting sales

  2. Marketing Execution

    1. Develop ads and promo materials

    2. Establish communication system (media)

    3. Train sales personnel

  3. Marketing Evaluation

    1. Develop and evaluate data from a marketing information system (MIS)

    2. Check performance vs. target

    3. Review market share

THE LIFE CYCLE OF HOSPITALITY (FOODSERVICE) ORGANIZATION

 Five Stages

Stage 1- Introduction

Stage 2- Conservative expansion

Stage 3- Rapid expansion

Stage 4- Plateaued maturity

Stage 5- Decline or regeneration

Observations

May go from 1 to 5

May skip some stages

May stay in 1 stage for a longer time

TRENDS AFFECTING FOODSERVICE MARKETING

  1. Shrinking guest loyalty

  2. Increasing customer sophistication

  3. Market segmentation

MARKETING STRATEGIES (communication or promotional mix of the 4Ps)

  1. Advertising- any paid form of nonpersonal presentation and promotion of ideas, goods, or services by an identified sponsor

  2. Personal Selling- oral presentation in a conversation with prospective customers for the purpose of making a sale

  3. Public relations- non-personal stimulation of demands by providing commercially significant news about the product or service

  4. Sales promotion- other activities that increase the demand/sales- a direct inducement offering an extra incentive to take actions, be it to buy the product or to inquire about further information

  5. Publicity- any promotion that is not paid for -may be + or -

-restaurant review, news or magazine articles citing a product or service

ADVERTISING

Critisms:

  1. Lots of ads contain misleading information

  2. Results in a vicious circle of spending among competitors

  3. Consumers pay for the ads resulting in higher prices of products

  4. Give the larger chains an unfair advantage

  5. Make consumers purchase things they don’t want or can’t afford

Media used:

  • Print (newspaper, magazine)

  • Radio

  • Television

  • Direct Mail

  • Outdoor (posters, painted bulletins, billboards, neon signs, etc)

  • Brochures

  • Supplemental media

  • Social media (facebook, instagram, tweeter)


MEDIA SCHEDULING

  1. Continuous- constant amount of advertising over time

  2. Flighting- schedule set-up in spurts and stops; blitz ad with nothing in between

  3. Pulsing- constant low level with blitz ads in between


Production Guide fo 60 secs Radio Commercial

5-10 sec- Introduction

30-40 sec- Commercial copy

5-10 sec- Recap of pertinent point

5-10 sec- Musical logo

 EXAMPLE OF PRINT MEDIA

  1. Direct promise headline

“You’ll love our 42-item salad bar”, “it’s fast or it’s free”

  1. News Headline

“Grand Opening- February 14”

  1. Curiosity Headline

“Who says you can’t get something for nothing?”

  1. Selective Headline

“To all single women”

  1. Emotional Headline

“Mother’s day-What have you done for your mom lately?”


PROMOTIONS

Objectives:

  1. Increase customer awareness

  2. Introduce new products and services

  3. Increase customer count

  4. Combat competition

  5. Encourage present customers to buy more

  6. To stimulate demand in non-peak periods


Type of Promotions

  1. Push Techniques

    1. POS Displays- counter displays, tent cards, banners, bunting

    2. Cooperative ads- group ads, tie-ups

    3. Advertising materials- camera-ready ad materials; menu board/picture boards

    4. Collateral materials- brochure, flyers, directories

    5. Convention and manager’s meeting- venue to introduce new products and services

  2. Pull Techniques

    1. Sampling-new product trial; menu tasting for booked functions

    2. Price-reduction promo-price-offs;discounts

    3. Price-reduction coupons- certificates, cut out, direct mail, handed over

    4. Combination offer of bundling- packaged meals

    5. Premiums- extra merchandise or gift; for free or sold cheaply

    6. Contest and sweepstakes- winning 


TYPES OF TV COMMERCIAL

  1. Demonstration- preparing a menu, banquet in progress

  2. Straight announcer- 1 person narrating

  3. Testimonial- word of mouth; uses a series of satisfied customers

  4. Problem solving- “What should you give your GF for her birthday?”

  5. Storyline- “Karen po!; “Break muna direk!”

  6. Musical- visual effects of products backed with appropriate music “KFC’s bakit ngayon ka lang dumating?”

DIRECT MAIL ADS

Based on the AIDA (attention, interest, desire, action) principles

Ex: “Act within 10 days and receive a free gift”

“Call today for reservation; limited patrons to be accommodated”

Maintaining a mail list- potential customers

  1. In-house

  2. External list

Response rate of 1-2% acceptable; 5% outstanding


PERSONAL SELLING

4 components of successful selling

  1. Prospecting and qualifying- select good prospects before investing

  2. Planning and delivering sales presentations- initial and subsequent contract (by phone or personal visit); AIDA principle

  3. Overcoming objections- price, product, service, pressure to decide, individual sales manager

  4. Closing the sale

    1. Continuous affirmation- “YES” series

    2. Prestige or statues close- “name dropping”

    3. Assumptive close- assume that you have a deal

    4. Hanging closure- for future confirmation


PUBLIC RELATIONS (PR)

  1. Press Kit includes:

    1. Fact Sheet

    2. Description of the local trading area

    3. Special features of the product-service mix

    4. Specific details about the product-service mix of the facility

    5. Photographs

    6. Biological sketch of the GM

  2. Common techniques

    1. News releases

    2. Photographs

    3. Letters, inserts, and enclosure

    4. House organs and newsletters

INTERNAL MARKETING/PROMOTION

  1. Training guest-contact personnel

    1. Product-service knowledge (menu, SOPs)

    2. Physical skills (tableside cooking, wine pouring, bartending)

    3. Attitude

    4. Reassurance

  2. Entertainment

  3. Other techniques

    1. In-house signs

    2. Table tents

    3. Directories

    4. Meeting planner guides

    5. Brochures

    6. Flyers etc.