Franchising Toolkit

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Productively engage owners, management companies, additionally designated franchisee representatives, on site management, and internal stakeholders during the onboarding process.

More Uses of the Franchising Toolkit:

  • Coordinate: monitor team performance to ensure quality, service, and cleanliness standards are met at all times.

  • Achieve the status of being a trusted advisor to franchisee owners and property level management teams.

  • Be accountable for performing various tasks to manage and maintain the facility, equipment, cleanliness, safety and a successful sales staff.

  • Audit: implement all current and future training content at new restaurant openings, occasionally acting as the lead coordinator of onsite training during new openings.

  • Warrant that your organization assess customers business needs and challenges; schedule calls and product demos to build ROI business cases to drive new logo deals or upsell opportunities.

  • Confirm your organization creates periodic action plans to improve efficiency, productivity, and financial performance.

  • Create, revise, and monitor new hire onboarding training for new brand partners and corporate location managers.

  • Use effective learning theories and principles and creativity to create engagement for all training sessions.

  • Ensure your organization has established itself as an industry leader by introducing innovative technology, offering low rates and delivering unparalleled customer service.

  • Initiate: continuously develop a knowledge base of your product and pricing; stay abreast on industry and market trends and opportunities; and understand who your competitors are.

  • Evaluate: sort payroll and mail checks to organization stores, and distribute checks to corporate employees.

  • Confirm your organization process hours provided by organization stores, distribution center and corporate hourly employees.

  • Receive on going, comprehensive training and become an expert on home loan products and the mortgage process.

  • Head: conflict management use interpersonal skills to confront tough issues and resolve disagreements constructively.

  • Set up stocking area, restock and prepare stocking area at closing for startup the next day.

  • Coordinate: review reporting and perform analysis (internal and external reports) regularly to ensure optimal organic search performance.

  • Ensure the safety and security of team and guests through a focus on preventative maintenance and cleanliness.

  • Manage work with restaurant manager to assess restaurant, develop action plans to target opportunities, and implement plans designed to achieve goals.

  • Deploy team members appropriately to meet guests needs and service standards throughout shift.

  • Construct data visualization to articulate performance and communicate insights internally.

  • Ensure you build and nurture favorable business relationships with peers, brand partners, corporate store team members and vendors to promote a cooperative harmonious working environment.

  • Be certain that your organization takes prompt action to resolve problems or barriers and suggests alternative solutions or actions when necessary.

  • Establish that your organization evaluates department operating and reporting processes for continual process improvement opportunities.

  • Manage work with team members to identify and execute digital opportunities for clients and your organization.

  • Govern: monitor team performance to ensure quality, service, and cleanliness standards are met throughout shift.


Save time, empower your teams and effectively upgrade your processes with access to this practical Franchising Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Franchising related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Franchising specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Franchising Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Franchising improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. Is it possible the franchise network looks to be in a healthier position because the franchisor bought out failing franchisees to keep the already stated units open and operating?

  2. Does it positively or negatively impact the franchisees of franchise systems to be part of your organization with competing and complimentary brands, or is the impact neutral?

  3. Do the targeted franchise systems franchise agreements specifically permit the seller to operate or franchise other or competing brands within the franchisees territory?

  4. Does the existence of free-riding limits you in your expansion strategy because franchisees who free ride maybe damage the good reputation of your franchise system?

  5. What process will the franchisor use to determine whether to renew, extend, or extend the scope of the franchise agreement or enter into a new franchise agreement?

  6. Does the franchisor have professional, current and well developed sales and marketing tools to help you sell and market the business system, products or services?

  7. What are the strengths and weaknesses of the cooperative business model in comparison with the investor owned enterprise (e.g. corporate & franchise structures)?

  8. What key goods or services must each franchisee acquire and how has the seller structured acquisition of, and control over the purchase of, goods or services?

  9. Does the franchise give you an exclusive territory for the length of the franchise, or can the franchisor sell a second or third franchise in your territory?

  10. Are there multiple initial fees before the business commences which should all be combined to compare against other franchise systems initial franchise fee?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Franchising book in PDF containing 997 requirements, which criteria correspond to the criteria in...

Your Franchising self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Franchising Self-Assessment and Scorecard you will develop a clear picture of which Franchising areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Franchising Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Franchising projects with the 62 implementation resources:

  • 62 step-by-step Franchising Project Management Form Templates covering over 1500 Franchising project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Responsibility Assignment Matrix: Budgets assigned to major functional organizations?

  2. Activity Attributes: Have you identified the Activity Leveling Priority code value on each activity?

  3. Quality Audit: How does your organization know that its research funding systems are appropriately effective and constructive in enabling quality research outcomes?

  4. Requirements Management Plan: To see if a requirement statement is sufficiently well-defined, read it from the developers perspective. Mentally add the phrase, call me when youre done to the end of the requirement and see if that makes you nervous. In other words, would you need additional clarification from the author to understand the requirement well enough to design and implement it?

  5. Lessons Learned: How well do you feel the executives supported this Franchising project?

  6. Responsibility Assignment Matrix: Identify and isolate causes of favorable and unfavorable cost and schedule variances?

  7. Cost Baseline: Has operations management formally accepted responsibility for operating and maintaining the product(s) or service(s) delivered by the Franchising project?

  8. Initiating Process Group: How well did the chosen processes produce the expected results?

  9. Scope Management Plan: What are the risks that could significantly affect the schedule of the Franchising project?

  10. Activity Duration Estimates: How many different communications channels does a Franchising project team with six people have?

Step-by-step and complete Franchising Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Franchising project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Franchising project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Franchising project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Franchising project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Franchising project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Franchising project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Franchising project with this in-depth Franchising Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Franchising projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Franchising and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Franchising investments work better.

This Franchising All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.