Assessor Resource

BSBFRA503
Manage establishment of new sites or regions

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the skills and knowledge required to manage the establishment of new sites or regions within an existing franchise operation and select new operators for existing franchises.

It applies to individuals with a well-established, sound theoretical knowledge base in franchising who identify opportunities for new sites or regions and assist potential franchisees in commencing operations.

The unit may also apply to the selection of new franchisees for existing sites or regions where a new operator is required to take over the franchise.

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 Identify opportunities for new franchise sites or regions

1.1 Access franchise organisation’s strategic plan for expansion of franchise operation to determine opportunities for new sites or regions

1.2 Make analysis from closures of existing sites or regions and other industry data to identify opportunities for new sites or regions

1.3 Undertake market research to identify opportunities for new sites or regions

1.4 Obtain agreement on new sites and regions from senior management

1.5 Confirm and document opportunities for new sites or regions within franchisor’s policies

2 Select new franchisees

2.1 Supply applicants for new sites or regions with requirements for establishing a franchise

2.2 Check each applicant’s suitability and ability to meet franchisor’s requirements in consultation with applicants and franchise operation’s management

2.3 Evaluate each applicant’s business planning documents for suitability

3 Assist potential franchisees with establishing new franchise

3.1 Assist potential franchisees with completion of business and marketing plans

3.2 Clarify issues raised in relation to operation of the franchise with potential franchisees

3.3 Assist potential franchisees with obtaining required permits, site selection and financing options

3.4 Communicate and clarify with potential franchisees, marketing or other cooperative funds, intellectual property rights and rights to client database

3.5 Determine physical and human resources required for commencement of franchise in conjunction with potential franchisee

4 Formalise agreement with new franchisee/s

4.1 Make checks to ensure franchisee/s meet all requirements for entering into franchise agreement

4.2 Complete agreement with new franchisee/s and obtain necessary signatures

4.3 Determine date for commencement of franchise/s

5 Assist franchisee/s in opening new franchise

5.1 Assist franchisee/s obtain required physical and human resources to commence operations

5.2 Assist franchisee/s obtain required products to commence operations

5.3 Determine and implement responsibilities of franchisor as per franchise agreement

5.4 Provide assistance to franchisee/s to determine and implement strategies and processes to meet franchisee obligations and legislative requirements as per franchise agreement and to manage the franchise

5.5 Monitor ability to commence franchise operations on due date in conjunction with franchisee/s

5.6 Determine training needs of franchisee/s and facilitate required training

5.7 Resolve problems arising in setting up franchise to commence business operations in conjunction with franchisee/s

5.8 Commence operations of new site or region within specified timeframes and within parameters set down by 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 Identify opportunities for new franchise sites or regions

1.1 Access franchise organisation’s strategic plan for expansion of franchise operation to determine opportunities for new sites or regions

1.2 Make analysis from closures of existing sites or regions and other industry data to identify opportunities for new sites or regions

1.3 Undertake market research to identify opportunities for new sites or regions

1.4 Obtain agreement on new sites and regions from senior management

1.5 Confirm and document opportunities for new sites or regions within franchisor’s policies

2 Select new franchisees

2.1 Supply applicants for new sites or regions with requirements for establishing a franchise

2.2 Check each applicant’s suitability and ability to meet franchisor’s requirements in consultation with applicants and franchise operation’s management

2.3 Evaluate each applicant’s business planning documents for suitability

3 Assist potential franchisees with establishing new franchise

3.1 Assist potential franchisees with completion of business and marketing plans

3.2 Clarify issues raised in relation to operation of the franchise with potential franchisees

3.3 Assist potential franchisees with obtaining required permits, site selection and financing options

3.4 Communicate and clarify with potential franchisees, marketing or other cooperative funds, intellectual property rights and rights to client database

3.5 Determine physical and human resources required for commencement of franchise in conjunction with potential franchisee

4 Formalise agreement with new franchisee/s

4.1 Make checks to ensure franchisee/s meet all requirements for entering into franchise agreement

4.2 Complete agreement with new franchisee/s and obtain necessary signatures

4.3 Determine date for commencement of franchise/s

5 Assist franchisee/s in opening new franchise

5.1 Assist franchisee/s obtain required physical and human resources to commence operations

5.2 Assist franchisee/s obtain required products to commence operations

5.3 Determine and implement responsibilities of franchisor as per franchise agreement

5.4 Provide assistance to franchisee/s to determine and implement strategies and processes to meet franchisee obligations and legislative requirements as per franchise agreement and to manage the franchise

5.5 Monitor ability to commence franchise operations on due date in conjunction with franchisee/s

5.6 Determine training needs of franchisee/s and facilitate required training

5.7 Resolve problems arising in setting up franchise to commence business operations in conjunction with franchisee/s

5.8 Commence operations of new site or region within specified timeframes and within parameters set down by 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
Access franchise organisation’s strategic plan for expansion of franchise operation to determine opportunities for new sites or regions 
Make analysis from closures of existing sites or regions and other industry data to identify opportunities for new sites or regions 
Undertake market research to identify opportunities for new sites or regions 
Obtain agreement on new sites and regions from senior management 
Confirm and document opportunities for new sites or regions within franchisor’s policies 
Supply applicants for new sites or regions with requirements for establishing a franchise 
Check each applicant’s suitability and ability to meet franchisor’s requirements in consultation with applicants and franchise operation’s management 
Evaluate each applicant’s business planning documents for suitability 
Assist potential franchisees with completion of business and marketing plans 
Clarify issues raised in relation to operation of the franchise with potential franchisees 
Assist potential franchisees with obtaining required permits, site selection and financing options 
Communicate and clarify with potential franchisees, marketing or other cooperative funds, intellectual property rights and rights to client database 
Determine physical and human resources required for commencement of franchise in conjunction with potential franchisee 
Make checks to ensure franchisee/s meet all requirements for entering into franchise agreement 
Complete agreement with new franchisee/s and obtain necessary signatures 
Determine date for commencement of franchise/s 
Assist franchisee/s obtain required physical and human resources to commence operations 
Assist franchisee/s obtain required products to commence operations 
Determine and implement responsibilities of franchisor as per franchise agreement 
Provide assistance to franchisee/s to determine and implement strategies and processes to meet franchisee obligations and legislative requirements as per franchise agreement and to manage the franchise 
Monitor ability to commence franchise operations on due date in conjunction with franchisee/s 
Determine training needs of franchisee/s and facilitate required training 
Resolve problems arising in setting up franchise to commence business operations in conjunction with franchisee/s 
Commence operations of new site or region within specified timeframes and within parameters set down by franchisor 

Forms

Assessment Cover Sheet

BSBFRA503 - Manage establishment of new sites or regions
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

BSBFRA503 - Manage establishment of new sites or regions

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: