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Evidence Guide: BSBFRA503 - Manage establishment of new sites or regions

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

 

BSBFRA503 - Manage establishment of new sites or regions

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

Identify opportunities for new franchise sites or regions

  1. Access franchise organisation’s strategic plan for expansion of franchise operation to determine opportunities for new sites or regions
  2. Make analysis from closures of existing sites or regions and other industry data to identify opportunities for new sites or regions
  3. Undertake market research to identify opportunities for new sites or regions
  4. Obtain agreement on new sites and regions from senior management
  5. Confirm and document opportunities for new sites or regions within franchisor’s policies
Access franchise organisation’s strategic plan for expansion of franchise operation to determine opportunities for new sites or regions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake market research to identify opportunities for new sites or regions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain agreement on new sites and regions from senior management

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select new franchisees

  1. Supply applicants for new sites or regions with requirements for establishing a franchise
  2. Check each applicant’s suitability and ability to meet franchisor’s requirements in consultation with applicants and franchise operation’s management
  3. Evaluate each applicant’s business planning documents for suitability
Supply applicants for new sites or regions with requirements for establishing a franchise

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate each applicant’s business planning documents for suitability

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assist potential franchisees with establishing new franchise

  1. Assist potential franchisees with completion of business and marketing plans
  2. Clarify issues raised in relation to operation of the franchise with potential franchisees
  3. Assist potential franchisees with obtaining required permits, site selection and financing options
  4. Communicate and clarify with potential franchisees, marketing or other cooperative funds, intellectual property rights and rights to client database
  5. Determine physical and human resources required for commencement of franchise in conjunction with potential franchisee
Assist potential franchisees with completion of business and marketing plans

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Formalise agreement with new franchisee/s

  1. Make checks to ensure franchisee/s meet all requirements for entering into franchise agreement
  2. Complete agreement with new franchisee/s and obtain necessary signatures
  3. Determine date for commencement of franchise/s
Make checks to ensure franchisee/s meet all requirements for entering into franchise agreement

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete agreement with new franchisee/s and obtain necessary signatures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine date for commencement of franchise/s

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assist franchisee/s in opening new franchise

  1. Assist franchisee/s obtain required physical and human resources to commence operations
  2. Assist franchisee/s obtain required products to commence operations
  3. Determine and implement responsibilities of franchisor as per franchise agreement
  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. Monitor ability to commence franchise operations on due date in conjunction with franchisee/s
  6. Determine training needs of franchisee/s and facilitate required training
  7. Resolve problems arising in setting up franchise to commence business operations in conjunction with franchisee/s
  8. Commence operations of new site or region within specified timeframes and within parameters set down by franchisor
Assist franchisee/s obtain required physical and human resources to commence operations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assist franchisee/s obtain required products to commence operations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine and implement responsibilities of franchisor as per franchise agreement

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine training needs of franchisee/s and facilitate required training

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Commence operations of new site or region within specified timeframes and within parameters set down by franchisor

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

Required Skills and Knowledge

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