Assessor Resource

BSBFRA403
Manage relationship with franchisor

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the skills and knowledge required by the franchisee to manage the business relationship with the franchisor.

It applies to individuals who need to develop good working relationships with their franchisor within the Franchising Code of Conduct.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Establish relationship with franchisor

1.1 Identify the franchisor’s representative/s or liaison person/s

1.2 Identify communication channels with the franchisor’s representative/s or liaison person/s

1.3 Establish schedule of contact with the franchisor’s representative/s or liaison person/s

1.4 Hold initial meeting with the franchisor’s representative/s or liaison person/s to initiate ongoing relationship

1.5 Ensure participation in the franchisee advisory council meetings and relevant activities

2 Determine services available from franchisor

2.1 Consult with the franchisor’s representative/s or liaison person/s to determine range of services available through the franchisor

2.2 Establish schedule for accessing services of the franchisor

2.3 Access services available through the franchisor according to schedule and as needs arise in the course of business operations

2.4 Maintain currency of information relating to services available through the franchisor

3 Implement strategies for meeting franchisee’s financial obligations

3.1 Identify franchisee’s financial obligations to the franchisor

3.2 Develop and implement strategies and procedures to meet franchisee’ financial obligations

3.3 Undertake planning to facilitate ongoing management of franchise

4 Resolve disputes with franchisor

4.1 Identify disputes with the franchisor and enter into negotiations with the franchisor’s representative/s or liaison person/s in line with complaints handling procedure as described in the Franchising Code of Conduct

4.2 Seek assistance from third parties or mediators to facilitate resolution of disputes arising with the franchisor and in line with the complaints handling procedure

4.3 Resolve disputes and document courses of agreed action

4.4 Implement agreed courses of action to resolve disputes

4.5 Use lessons learned from disputes to guide future business operations and to facilitate positive relationships with the franchisor


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Establish relationship with franchisor

1.1 Identify the franchisor’s representative/s or liaison person/s

1.2 Identify communication channels with the franchisor’s representative/s or liaison person/s

1.3 Establish schedule of contact with the franchisor’s representative/s or liaison person/s

1.4 Hold initial meeting with the franchisor’s representative/s or liaison person/s to initiate ongoing relationship

1.5 Ensure participation in the franchisee advisory council meetings and relevant activities

2 Determine services available from franchisor

2.1 Consult with the franchisor’s representative/s or liaison person/s to determine range of services available through the franchisor

2.2 Establish schedule for accessing services of the franchisor

2.3 Access services available through the franchisor according to schedule and as needs arise in the course of business operations

2.4 Maintain currency of information relating to services available through the franchisor

3 Implement strategies for meeting franchisee’s financial obligations

3.1 Identify franchisee’s financial obligations to the franchisor

3.2 Develop and implement strategies and procedures to meet franchisee’ financial obligations

3.3 Undertake planning to facilitate ongoing management of franchise

4 Resolve disputes with franchisor

4.1 Identify disputes with the franchisor and enter into negotiations with the franchisor’s representative/s or liaison person/s in line with complaints handling procedure as described in the Franchising Code of Conduct

4.2 Seek assistance from third parties or mediators to facilitate resolution of disputes arising with the franchisor and in line with the complaints handling procedure

4.3 Resolve disputes and document courses of agreed action

4.4 Implement agreed courses of action to resolve disputes

4.5 Use lessons learned from disputes to guide future business operations and to facilitate positive relationships with the franchisor

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify the franchisor’s representative/s or liaison person/s 
Identify communication channels with the franchisor’s representative/s or liaison person/s 
Establish schedule of contact with the franchisor’s representative/s or liaison person/s 
Hold initial meeting with the franchisor’s representative/s or liaison person/s to initiate ongoing relationship 
Ensure participation in the franchisee advisory council meetings and relevant activities 
Consult with the franchisor’s representative/s or liaison person/s to determine range of services available through the franchisor 
Establish schedule for accessing services of the franchisor 
Access services available through the franchisor according to schedule and as needs arise in the course of business operations 
Maintain currency of information relating to services available through the franchisor 
Identify franchisee’s financial obligations to the franchisor 
Develop and implement strategies and procedures to meet franchisee’ financial obligations 
Undertake planning to facilitate ongoing management of franchise 
Identify disputes with the franchisor and enter into negotiations with the franchisor’s representative/s or liaison person/s in line with complaints handling procedure as described in the Franchising Code of Conduct 
Seek assistance from third parties or mediators to facilitate resolution of disputes arising with the franchisor and in line with the complaints handling procedure 
Resolve disputes and document courses of agreed action 
Implement agreed courses of action to resolve disputes 
Use lessons learned from disputes to guide future business operations and to facilitate positive relationships with the franchisor 
Identify franchisee’s financial obligations to the franchisor 
Develop and implement strategies and procedures to meet franchisee’ financial obligations 
Undertake planning to facilitate ongoing management of franchise 

Forms

Assessment Cover Sheet

BSBFRA403 - Manage relationship with franchisor
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

BSBFRA403 - Manage relationship with franchisor

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: