Startup Franchise Organization

Franchise Development Planning

This is most commonly done through a series of meetings with management.  A final planning session conducted off-site for senior management can solidify plans that will be shared with remaining staff.  Plans are outlined for growth of the brand as well as a summary investigation of skills that will be needed and where these will be acquired.
 

Operations Manual

The OM is a document that explains the process each franchisee must follow for opening their location, conducting daily operations, and filing periodic reports with the franchisor.  This is a confidential document provided to each franchisee.  It is customarily on loan to a franchisee in good standing but remains the property of the franchisor and must be returned in the event of termination.  The OM contains trade secrets and business practices that, when followed, result in a profitable operation under the brand.
 

Draft UFOC Preparation

Uniform Franchise Offering Circular – NOTE: The UFOC is a legal document and will require an attorney experienced with franchise law.  My service will save on attorney’s fees as they expend less time reviewing and updating the UFOC.  I will work with your accountant/CPA/CFO to create the necessary financial statements.
 

Training Materials

A critical component of a franchise system is training prospective franchisees on the daily operations and reporting requirements.  The OM is one component of the training materials.  I can prepare an instructor guide and training manual to facilitate the training process.  Although online or remote training may seem like the way of the future, it is essential that initial franchisee training be conducted in an environment where you or your trainers can evaluate the likelihood that each prospect would make a good franchisee.  A successful franchisee must be willing to follow your system; otherwise, they will be a headache to you in the long run and cost you more than the benefit they provide.  In addition to your basic training, you would need to provide ongoing training to keep your franchisees aware of changing laws, market conditions, and operational procedures.
 

Services for the Established Franchise Organization

Contact me to discuss your needs and interests.