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Evidence Guide: BSBFRA503B - 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

 

BSBFRA503B - 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 as relevant
  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 as relevant

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 with obtaining required physical and human resources to commence operations
  2. Assist franchisee/s with obtaining 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 with obtaining required physical and human resources to commence operations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assist franchisee/s with obtaining 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

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:

establishing a strategic plan for franchise expansion

providing advice and support to franchisees

completing an agreement with franchisees

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 franchisees

access to an actual workplace or simulated environment

access to office 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

review of market research to identify opportunities for new sites or regions

evaluation of applicant's business planning documents

analysis of responses to case studies and scenarios

demonstration of techniques

observation of presentations

oral or written questioning to assess knowledge of franchising arrangements.

Guidance information for assessment

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

BSBFRA501B Establish a franchise operation.

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 secure new franchisees and sites

problem-solving skills to resolve issues in establishment of formal agreements with franchisees.

Required knowledge

legislation, codes of practice and national standards relating to occupational health and safety (OHS), company law, fair trading, anti-discrimination and other areas specific to the franchise operation

Franchising Code of Conduct

franchise specific obligations:

as per franchise agreement

as per updates and amendments to agreement over time.

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.

Strategic plan for expansion of franchise operation may include:

geographic spread of franchises

limits of regions/sites

number of franchises

other criteria for establishing new sites or regions

Industry data may include:

information and statistics from government departments and agencies

reports and data from peak bodies

Applicants for new sites or regions may include:

those opening a new site or region

those taking over an existing franchise

Requirements for establishing a franchise may include:

capital or financial backing

franchise specific requirements

physical aptitude or fitness

receipt of disclosure document as specified in the Franchising Code of Conduct

skill levels or appropriate experience

Products may include:

consumables

raw materials

stock

Applicant's business planning documents may include:

business plan

financial plan

marketing plan

other planning documents

Permits may include:

dangerous goods

fire safety and OHS

local government permits

other permits governed by commonwealth, state/territory legislation

specific business operations such as liquor licence

Physical and human resources may include:

franchise specific equipment

IT and communications equipment

premises

products (consumables, raw materials, stock)

shop fittings/office furniture

staff

vehicles

Requirements for entering into franchise agreement may include:

awareness and understanding of requirements as outlined in the Franchising Code of Conduct

competence

financial

health, fitness and aptitude

probity and police checks

Franchisee obligations may include:

fees and pricing structures

franchise corporate image requirements and branding

merchandising requirements

quality assurance requirements

recognition of identified territory to avoid encroachment of territory between franchisees

reporting of income, sales and turnover

stock control and inventory requirements, and reporting of this information

Legislative requirements may include:

Australian Taxation Office requirements, including requirements to register as a business and obtain an Australian Business Number (ABN)

Dangerous Goods Act requirements

fire regulations

food safety requirements

Liquor Licensing Act requirements

local government planning and land use zoning regulations

OHS requirements

other legislative requirements specific to the nature and type of franchise

relevant permits, licences and completion of training programs such as in safe food handling

requirements under employment legislation

Training may be:

scheduled on a cyclical basis (such as yearly refresher courses and product knowledge workshops)

specified in initial franchise agreement

required by legislation such as first aid