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Evidence Guide: BSBFRA403B - Manage relationship with franchisor

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBFRA403B - Manage relationship with franchisor

What evidence can you provide to prove your understanding of each of the following citeria?

Establish relationship with franchisor

  1. Identify the franchisor's representative/s or liaison person/s
  2. Identify communication channels with the franchisor's representative/s or liaison person/s
  3. Establish schedule of contact with the franchisor's representative/s or liaison person/
  4. Hold initial meeting with the franchisor's representative/s or liaison person/s to initiate ongoing relationship
  5. Ensure participation in the franchisee advisory council meetings and relevant activities
Identify the franchisor's representative/s or liaison person/s

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure participation in the franchisee advisory council meetings and relevant activities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine services available from franchisor

  1. Consult with the franchisor's representative/s or liaison person/s to determine the range of services available through the franchisor
  2. Establish schedule for accessing services of the franchisor
  3. Access services available through the franchisor according to schedule and as needs arise in the course of business operations
  4. Maintain currency of information relating to services available through the franchisor
Consult with the franchisor's representative/s or liaison person/s to determine the range of services available through the franchisor

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish schedule for accessing services of the franchisor

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain currency of information relating to services available through the franchisor

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement strategies for meeting franchisor financial obligations

  1. Identify franchisee financial obligations to the franchisor
  2. Develop and implement strategies and procedures to meet franchisee financial obligations
  3. Undertaken planning to facilitate ongoing management of franchise
Identify franchisee financial obligations to the franchisor

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and implement strategies and procedures to meet franchisee financial obligations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertaken planning to facilitate ongoing management of franchise

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Resolve disputes with franchisor

  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
  2. Seek assistance of third parties or mediators to facilitate resolution of disputes arising with the franchisor and in line with the complaints handling procedure
  3. Resolve disputes and document courses of agreed action
  4. Implement agreed courses of action to resolve disputes
  5. Use lessons learned from disputes to guide future business operations and to facilitate positive relationships with the franchisor
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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Resolve disputes and document courses of agreed action

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement agreed courses of action to resolve disputes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

implementing processes to manage the relationship between franchisor and self

identifying and resolving disputes

financial planning to meet franchisor requirements

knowledge of relevant legislation, codes of practice and national standards.

Context of and specific resources for assessment

Assessment must ensure:

access to business documentation

access to feedback from franchisor

access to an actual workplace or simulated environment

access to equipment and resources.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate

evaluation of strategies and procedures implemented to meet franchisee financial obligations

analysis of responses to case studies and scenarios

observation of presentations

oral or written questioning to assess knowledge of franchising arrangements

review of documented courses of agreed action taken to resolve disputes.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

Required Skills and Knowledge

Required skills

culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities

communication and negotiation skills to resolve disputes

problem-solving skills to address disputes arising in the course of business operations.

Required knowledge

occupational health and safety (OHS) requirements:

specific to nature and type of franchise

generic to all workplaces

specific to own safety such as manual handling

legislation, codes of practice and national standards, for example:

Franchising Code of Conduct

legislation covering fire safety, OHS, employment of staff, company law, anti-discrimination and fair trading

required permits (under commonwealth, state/territory and local government regulations and legislation)

franchise specific obligations as per franchise agreement, specifically financial obligations.

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Franchisor's representative/s or liaison person/s may include:

franchisor's appointed representative

specialist personnel within franchisor organisation including financial advisers, training personnel and marketing advisers

Communication channels may include:

email address

meeting schedules

mobile and office based telephone numbers

other emergency contact channels

pager number

workshops for franchisees

Schedule of contact may include:

occasional visits

regular meetings

training schedules and franchisee network meetings

visits by representative/s

Services available through the franchisor may include:

equipment repair and replacement

financial advise

IT support

market intelligence

marketing and promotional activities

product updates

purchasing of stock

training programs

Franchisee financial obligations may include:

payment schedules

fixed price

percentage of turnover

percentage of income

Ongoing management of franchise may include:

planning for life of agreement

planning for extinction of agreement