TABLE OF CONTENTS
PROLOGUE
SECTION 1: INTRODUCTION
Welcome Letter
Company History
Mission and Philosophy Statements
Services Provided by the Franchisor
Corporate Headquarters
Field Support
Franchise Operations Review
Obligations of a Franchisee
Franchise-Related Expenses
SECTION 2: DEVELOPMENT OF YOUR FRANCHISE
Introduction
Establishing Your Independent Identity as a Franchisee
Sample Marks/Logo
Site Selection and Development
Protecting Your Franchise
Lease Provisions
Insurance Requirements
Government Regulations
Licenses and Permits
Contracting Utilities and Services
Establishing a Banking Relationship
Appearance Standards
Setting Up Your Office
Equipment and Supplies
Equipment Specifications
Equipment Inventory
Expendables Inventory
Purchasing Specifications
Recommended Initial Inventory
Establishing Vendor Relations
Approved Vendor List
Introducing Your Franchise to the Community
The Grand Opening
Tax Requirements
Federal Taxes
State Taxes
County or Town Taxes
Federal Tax Filing Checklist
SECTION 3: STAFFING
Introduction
Accepted Employment Practices
Complying with Laws on Discrimination
The Role of the EEOC
The Immigration Reform and Control Act of 1986
Statutes Governing Labor and Salary
Harassment Guidelines
Protecting Your Confidential Procedures
Sample Confidentiality Agreement
Policy and Procedure Guidelines
Employment at Will Statement
Policy and Procedure Sign-Off Sheet
Dress Code Requirements
Characteristics of the Ideal Employee
Job Descriptions
Franchise Owner/Operator
Customer Sales and Service
Product Preparation and Delivery
Billing/Collections
Etc.
Recruitment Techniques
Classified Ad for Employment
Screening and Interviewing Procedures
Legally Obtaining Information
Math Aptitude Test
The Selection and Hiring Process
Maintaining Personnel Records
Your New Employee's Orientation
Employee Work Schedules/Hours
Sample Weekly Work Schedule
Methods of Time Reporting
Employee Identification Card
Time Reporting Guidelines
Training You and Your Employees
The Probationary Period
The Compensation Structure
Evaluating Employee Performance
Discipline and Termination
The Exit Interview
Giving References
SECTION 4: MANAGING AND OPERATING YOUR FRANCHISE
Introduction
Safety and Security
Sample Accident/Incident Report
Suggested Hours of Operation
Sample Daily Time Schedule
Daily Opening and Closing Procedures
Daily Opening Procedures
Daily Afternoon Procedures
Daily Closing Procedures
Cleaning, Sanitation, and Maintenance Guidelines
Generating Revenues
Waste and Breakage Control
Sample Waste and Breakage Control Chart
Managing Inventory
Monthly Inventory Checklist
Sales Materials and Price Lists
Product Preparation Procedures
The Importance of Customer Satisfaction
The Customer's First Visit
Telephone Etiquette
Handling Customer Complaints
Suggestion Card
Taking and Filling Orders
Employee Discounts
Using Computerized Ordering and Fulfillment
Accepting Payment
Cash
Credit and Debit Cards
Personal and Business Checks
Traveler's Checks
Gift Certificate
Sample Gift Certificate
Coupons and Special Discounts
The Daily Revenue Report
Sample Daily Revenue Report
Banking Procedures
Financial Statements
Model Chart of Accounts
Sample Income Statement Format
Sample Balance Sheet Format
Franchise Reporting
SECTION 5: MARKETING AND SELLING YOUR PRODUCTS AND SERVICES
Introduction
Marketing, Advertising, and Sales Strategy
Product and Service Knowledge
Features and Benefits
The Customer
Lead Generation and Lead Tracking
Handling Inquiries
Advertising Assistance and Consent From Corporate Headquarters
Advertising and Promotional Opportunities
Yellow Pages
Newspapers and Magazines
Radio and Television
Canvassing
Coupon Books
Premiums
Publicity and Community Relations
Closing the Sale
The Reluctant Customer
Handling Objections
APPENDIX I: FORMS
(Form Title/Reference)
Advertising Campaign Consent Form
Application for Employment
Employee Performance Evaluation
Employee Reference Check
Employee Warning Notice
Employment Interview
Exit Interview
Form I-9 (Employment Eligibility Verification)
Manual Revision Notice Form
Personal Information Form
Proposed Change of Vendor Notice
Prospect Summary Form
Record and Report of Advertising Activity
Statement and Record of Gross Revenues
Suggestion Form
APPENDIX II: SAMPLE ADS
(Ad Title/Reference)
Coupon(s)
Newspaper Advertisement
Radio/Television "Spots"
Yellow Pages Advertisement