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Master Franchise deployment guide Yo u r g u id e to b e c om i ng an I nt er o f r anc hi s e.


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GETTIN G S TA R T E D

Table of cont e n t s

F ranchise Sales Development

Ma st e r Fr a n c h ise D e p l o yme n t Ti me l i n e & Overv i ew

F ra nchi s e Sa l es Dev el opment Check l i s t

Ma st e r Fr a n c h iso r F u n d ame n ta l s

R ev i ew I ni ti a l F ra nchi s e Sa l es Depl oy men t M odel

I te m s You M u st Ha v e fo r Gra n d Op e n i n g

F ra nchi s e Sa l es P l a nni ng Templ a te

Market R esearch

Es ta bl i s h the P ri ci ng P ol i cy for F ra nchi s e Es ta bl i s h Mi ni mum Serv i ce F ee

Ac t iv it e s t o B e C o mp l e te d

Dev el op R egi ona l Ma rk et A na l y s i s

Ge n e r a l E c on omi c Tre n d s

A da pt Brok er Qua l i fi ca ti on P a ck et for F ra nchi s e A ppl i ca ti on P a ck ets

Con su m e r R e a l Es tate R e s e a rc h I nd u st r y R e se a r c h Bro ke r a g e In d u st ry Pro fi l e Re a l E st a t e P r a c t i c e s a n d P ro c e d u re s Re a l E st a t e Le g a l I s s u e s I nd u st r y A ssoc ia ti o n s an d R e s o u rc e s Bro ke r a g e a n d P ra c ti ti o n e r P ro fi l e Tec h n olog y P r of i l e / U s a g e Ma r ke t in g Tools Tra in in g a n d E d u c ati o n Com p e t it or R e se a rc h Business P lanning Bu sin e ss P la n n in g C h e c k l i s t Ma st e r Fr a n c h iso r Org a n i z ati o n a l C h art SW O T A n a ly sis Stra t e g ic P la n D e ve l o p me n t / R e vi e w Mission S t a t e m e n t Wo rk s h e e t Cor e S t r a t e g ie s De t a ile d O u t c ome s De t a ile d O u t c ome s Wo rk s h e e t Es t a b lish in g R e v i e w P ro c e s s e s De p a r t m e n t D e v e l o p me n t Pro c e s s

A da pt a nd a pprov e F ra nchi s e A greement (I ntero A pprov a l) F ra nchi s e Sa l es Depl oy ment P a ra l l el P roc esses F ra nchi s e Sa l es I nterna l R es ources Dev el opm ent F ra nchi s e Sa l es Depa rtment R es pons i bi l i t ies Dev el op Orga ni za ti on Structure H i ri ng wi thi n F ra nchi s e Sa l es Depa rtment F ra nchi s e Sa l es Equi pment a nd R es ources List Dev el opi ng Your F ra nchi s e Sa l es Tea m F ra nchi s e Sa l es I nterna l A cti v i ti es Dev el opm ent w it h Other Depa rtments R ev i ew a nd cus tomi ze Bra nd Ma rk eti ng M at er ials Other i dea s for F ra nchi s e Sa l es Ma rk eti ng P R for s oft l a unch fra nchi s e s a l es ma rk eting Cus tomi ze a nd Del i v er F ra nchi s e Sa l es Tr aining Cour se F ra nchi s e Sa l es Ex terna l Dev el opment A c t ivit ies Dev el op l i s t of potenti a l ea rl y a dopters Dev el op a Sa l es / Ma rk eti ng P i pel i ne A da pt Tra ns i ti on Ma teri a l s for Ea rl y Conver sions Tra ns i ti ons : A da pt / Dev el op Awa rds P rogr a m , Sta nda rds , a nd Tra ck i ng Tool s Tra ns i ti ons : R ev i ew I denti ty Sta nda rds wit h af f iliat es (l ogo us a ge, s i gns , ma teri a l s , etc)

De f in in g O p t im u m P e rfo rman c e Com m u n ic a t in g th e P l an Op e r a t ion s P olic y Man u a l Op e r a t ion s P olic y Wo rk s h e e t Financial D e v elopment Fin a n c i a l D e v e l o p m e n t C h e c k l i s t Re v ie w a n d A d o p t A c c o u n ti n g S o ftwa re Es t a b lish O p e r a t i o n a l B u d g e ts Es t a b lish a C om mo n C h a rt o f A c c o u n ts Es t a b lish P a y m e n t P ro c e d u re s wi th I n te ro I nt e r n a t ion a l Fin a n c i al C h e c k l i s t: Es t a b lish N A F Tr u s t A c c o u n ts Spe c ia l P r oje c t : A d ap t Offi c e Op e ra ti o n s Ha ndbook (Po lic ie s a n d P r o c e d u re s ) Op e r a t ion a l A c t i v i ti e s

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Table of cont e n t s

Marketing D epartment Ma r ke t in g D e p a r t me n t R e s p o n s i b i l i ti e s Ma r ke t in g D e p a r t me n t Org an i z ati o n a l C h art Ma r ke t in g D e p a r t me n t J o b Qu a l i fi c a ti o n s Spe c ia l R ole s: In te rac ti v e Ma rk e ti n g Ma r ke t in g D e p a r t me n t E q u i p me n t a n d R e s o u rces L i s t Ma r ke t in g D e p a r t me n t P a ra l l e l Pro c e s s e s De v e l o p i n g a S o f t - L a u n c h P r e s s P l a n (Also S e e Fr a n c h i s e S al e s )

A ffiliate Ser vices Design Services – Adapt processes, mo dels, tools from U.S. Bra nd Bus i nes s Cons ul ta nt’s R es pons i bi l i ti es a nd Act ions Tra ns i ti ons Brok er Ori enta ti on P rogra m Awa rds a nd R ecogni ti on P rogra m Education Department

Fra n c h ise S a le s To o l s

Educa ti on Depa rtment R es pons i bi l i ti es

Gu i d e l i n e s f o r A d a p t i n g E x i s t i n g R e s o u r c e s f or Use in You r C ou n try

Educa ti on Depa rtment Orga ni za ti ona l Char t

Pu b lic Aw a r e n e s s C amp a i g n

Educa ti on Depa rtment Equi pment a nd Resour ces List

Aff ilia t e S e r v ic e Mark e ti n g

Education Department Supplier and Educa ti on P a rtners

Ve n d o r R e l a t i o n s h i p s : Ma t e r ia ls S u p p lie rs a n d Ma rk e ti n g Re s o u rc e s We b sit e N e e d s A s s e s s me n t a n d D e s i g n Re vi e w We b sit e N e e d s A s s e s s me n t a n d D e s i g n Re vi e w I nt e r n a l In f r a st r uc tu re D e ve l o p me n t I nternal Infrastruc ture D e v elopment Ac c ou n t in g D e p a rtme n t J o b R e s p o n s i b i l i ti e s Ac c ou n t in g D e p a rtme n t Org a n i z ati o n a l C h art Ac c ou n t in g / B r o k e r Re p o rti n g Tec hnology D epartment

Educa ti on Depa rtment J ob Qua l i fi ca ti on s

A da pti ng Ex i s ti ng Bra nd Ma teri a l s R ev i ew / A da pt Cours e Curri cul um P reparing for I mpact P l a nni ng for I mpa ct Compa ny Owned Brok era ge Depl oy ments I tems You N eed for Compa ny –Owned Deploym ent s A ppendi x A ppendi x A : Bra nd Tool s A ppendi x B: Sy s tems a nd Des cri pti ons

Tec h n olog y D e p artme n t Re s p o n s i b i l i ti e s

A ppendi x C: G l os s a ry of Terms

Tec h n olog y D e p artme n t Org a n i z ati o n a l C h art

A ppendi x D: A bbrev i a ti ons

Tec h n o l o g y D e p a r t m e n t E q u i p m e n t a n d Re sou r c e s List

Appendix E: Master Franchise Schedule of Estimated Sta rt-Up Cos ts

I mp le m e n t in g B r a n d S ys te ms

Appendix F: Broker Transition / Orientation Program – Outl i ne of Ev ents

Es t a b lish in t e r n al a n d a ffi l i ate te c h n o l o g y s tanda rds Product Con v ersion and D e v elopment Pro d u c t Co n v e r si o n a n d D e v e l o p m e n t D e p a r tment Re sp on sib ilit ie s

A ppendi x G : Sa mpl e Cha rt of A ccounts Appendix H: Intero International Press R el ea s e Check l i s t A ppendi x I : Wi re Tra ns fer I ns tructi ons

Prod u c t D e v e lop me n t Org a n i z ati o n a l C h art

A ppendi x J : Sa mpl e A dv erti s ements

Prod u c t D e v e lop me n t J o b Qu al i fi c a ti o n s

A ppendi x K: Bra nd F a cts Sheet

Prod u c t D e v e lop me n t E q u i p me n t an d R e s o u rces L i s t

A ppendi x L : Bra nd Sa l es A s s oci a te Tra i n ing Cour se

Prod u c t C on v e r si o n a n d D e ve l o p me n t: A d vi sory Com m it t e e s

A ppendi x M: Bra nd Uni v ers i ty Cours e Cat alog

Affiliate S erv i ces Aff ilia t e S e r v ic e s D e p a rtme n t Re s p o n s i b i l i ti e s Aff ilia t e S e r v ic e s Org a n i z ati o n a l C h art Aff ilia t e S e r v ic e s E q u i p me n t an d R e s o u rc e s Li s t Aff ilia t e S e r v ic e s s u p p l i e r a n d te c h n o l o g y p artners

A ppendi x N : A nnua l Medi a Ca l enda r (P DF) A ppendi x O: J ob Des cri pti ons I mportant Contact I nformation and Dates Vendor I nforma ti o n I mporta nt Da tes I ntero Ex ecuti v es a nd Corpora te Conta cts H el p Conta cts

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Trust • Respect • Confidence •

Focus • Self Control • Open Communications

Friendship Fun • Professionalsm • Enthusiasm • Competency • Compassion Innovations & Entrepreneurship • Integrity • Loyalty • Team • Commitment

MAS T ER F RA N C H I S E D E P L O Y M E N T


Gett i ng Sta rt e d

Ge tti n g Sta r t e d. O u r cul ture and the Intero business syst e m w e ’ v e developed is at the heart of our M a s t e r F r a n c hise system. T h i s comprehens ive Master Franchise gui d e a n d workbook will help you during your l a u n ch and opening. It includes checklis t s , w o r k sheets, details and information abo u t t h e I n t e r o Bus i nes s S y stem a nd mo re.

what’s included • M a s t e r Fra n ch i s e De p l oyment T i me l i n e & Ov e r v i e w • M a s t e r Fra n ch i s o r F u n damentals • I t e ms Yo u M u s t Ha v e for Gra n d Op e n i ng

C lic k here to go to the I ntero web site. | Back to Table of Contents

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MAS TER FRAN C H I S E DEP L OYM ENT: Time lin e & OVERVIEW PERIOD

INITIATED AND ONGOING

WEEK 1 – 4

During this period, market data will be gathered (existing data validated) and key metrics affecting the operations plan and initial franchise development will be identified.

• Develop Market Study • Document Industry Study • Research consumer needs

Initial operational activities continue, including hiring, brand materials conversions/development, and developing operational procedures and franchise sales activities for early adopters.

• Revise business plan • Implement Franchise Sales Plan, including training • Start soft PR launch • Convert key sales, marketing and affiliate service tools from Intero brand library • Develop Initial Value Package and Presentation • Hire key staff

For early franchise sales (conversions), introductory support services need to be delivered during this period, including brand systems, tools, training and marketing.

• Orient new offices • Train on key items such as reporting, brand technology, marketing pieces, recruiting • Follow up franchise sales training • Initial broker orientation

WEEK 4 – 6 MASTER OPERATIONS

WEEK 4 – 24 NEW AFFILIATE OPERATIONS

WEEK 6 – 24 MASTER OPERATIONS

Ongoing development of internal infrastructure, affiliate service structure, technology and education. Near week 10, an Affiliate Service structure should start to emerge. Throughout this phase, a majority of activity includes re–purposing of existing brand materials from the Intero library.

SPECIF IED ACT IONS

• Develop accounting systems • Structure reporting and awards • Create marketing (from sales & brand awareness) • Deploy technology (affiliate) • Hire business consultants / affiliate service managers • Establish educational services

Ongoing internal hiring, franchise sales and department development. WEEK 24 OR LATER

Toward the 24th week, master operations should aim toward critical mass for “impact” and hard launch to the public. Development of “startups” or company owned operations usually begins at this point.

• Complete operational assessment (internal and sales goals) • Impact


D eploy me n t

MAS TER FRANC H IS E DEP L OYM ENT: OV ERVIE W

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D eploy me n t

MAS TER FRANC H I S E DEP L OYM ENT: T i m el ine

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Master Franchise Deployment Guide - Overview