Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

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

Skill 

Performance 

Criteria 

Description 

Learning

5.6

• Reviews skills requirements of franchisees and expedites training as needed

Reading

1.1-1.3, 1.5, 2.2, 2.3, 3.1, 4.1, 4.2, 5.3, 5.4, 5.6

• Identifies and analyses complex material from a range of sources and determines how content may be applied to individuals and businesses

Writing

1.2, 1.3, 1.5, 3.1, 3.2, 3.4, 3.5, 4.2

• Develops material for specific audiences using clear and detailed language to convey explicit information, requirements and recommendations

Oral Communication

1.3-1.5, 2.1, 2.2, 3.1-3.5, 4.3, 5.1-5.4, 5.6, 5.7

• Participates in verbal exchanges using appropriate tone, language and syntax and elicits the views and opinions of others by listening and questioning

Numeracy

1.1-1.3, 2.3, 3.1, 3.3, 3.5, 4.3, 5.1, 5.8

• Evaluates mathematical information embedded in a range of texts to determine strategic planning
• Uses mathematical formulas for scheduling work according to predetermined timeframes

Navigate the world of work

1.1, 1.5, 3.4, 5.4

• Considers own role in terms of its contribution to broader goals of the work environment
• Monitors adherence to legislative parameters, organisational policies and procedures

Interact with others

1.4, 2.1, 2.2, 3.1-3.4, 4.2, 5.1, 5.2, 5.4-5.7

• Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role
• Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction, influencing direction and taking a leadership role on occasion

Get the work done

1.1-1.5, 3.1, 3.2, 3.5, 5.1, 5.7

• Accepts responsibility for planning, prioritising and sequencing complex tasks and workload
• Develops new and innovative ideas through exploration, analysis and critical thinking
• Accepts responsibility for risk management, applying problem solving processes to determine solutions

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBFRA503 Manage establishment of new sites or regions

BSBFRA503B Manage establishment of new sites or regions

Updated to meet Standards for Training Packages

Equivalent unit

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.