- BSBFRA403B - Manage relationship with franchisor
Assessor Resource
BSBFRA403B
Manage relationship with franchisor
Assessment tool
Version 1.0
Issue Date: May 2024
This unit applies to franchisees who need to develop good working relationships with their franchisor within the Franchising Code of Conduct.
BSBFRA504B Manage relationships with franchisees, is the relevant unit for franchisors.
This unit describes the performance outcomes, skills and knowledge required to manage the business relationship with the franchisor and oneself as the franchisee.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Employability Skills
This unit contains employability skills.
Evidence Required
List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
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: implementing processes to manage the relationship between franchisor and self identifying and resolving disputes financial planning to meet franchisor requirements 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 franchisor access to an actual workplace or simulated environment access to 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 evaluation of strategies and procedures implemented to meet franchisee financial obligations analysis of responses to case studies and scenarios observation of presentations oral or written questioning to assess knowledge of franchising arrangements review of documented courses of agreed action taken to resolve disputes. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended. |
Submission Requirements
List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here
Assessment task 1: [title] Due date:
(add new lines for each of the assessment tasks)
Assessment Tasks
Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.
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Required skills |
culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities communication and negotiation skills to resolve disputes problem-solving skills to address disputes arising in the course of business operations. |
Required knowledge |
occupational health and safety (OHS) requirements: specific to nature and type of franchise generic to all workplaces specific to own safety such as manual handling legislation, codes of practice and national standards, for example: Franchising Code of Conduct legislation covering fire safety, OHS, employment of staff, company law, anti-discrimination and fair trading required permits (under commonwealth, state/territory and local government regulations and legislation) franchise specific obligations as per franchise agreement, specifically financial obligations. |
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. | |
Franchisor's representative/s or liaison person/s may include: | franchisor's appointed representative specialist personnel within franchisor organisation including financial advisers, training personnel and marketing advisers |
Communication channels may include: | email address meeting schedules mobile and office based telephone numbers other emergency contact channels pager number workshops for franchisees |
Schedule of contact may include: | occasional visits regular meetings training schedules and franchisee network meetings visits by representative/s |
Services available through the franchisor may include: | equipment repair and replacement financial advise IT support market intelligence marketing and promotional activities product updates purchasing of stock training programs |
Franchisee financial obligations may include: | payment schedules fixed price percentage of turnover percentage of income |
Ongoing management of franchise may include: | planning for life of agreement planning for extinction of agreement |
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.
Observation Checklist
Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice | Yes | No | Comments/feedback |
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Identify the franchisor's representative/s or liaison person/s | |||
Identify communication channels with the franchisor's representative/s or liaison person/s | |||
Establish schedule of contact with the franchisor's representative/s or liaison person/ | |||
Hold initial meeting with the franchisor's representative/s or liaison person/s to initiate ongoing relationship | |||
Ensure participation in the franchisee advisory council meetings and relevant activities | |||
Consult with the franchisor's representative/s or liaison person/s to determine the range of services available through the franchisor | |||
Establish schedule for accessing services of the franchisor | |||
Access services available through the franchisor according to schedule and as needs arise in the course of business operations | |||
Maintain currency of information relating to services available through the franchisor | |||
Identify franchisee financial obligations to the franchisor | |||
Develop and implement strategies and procedures to meet franchisee financial obligations | |||
Undertaken planning to facilitate ongoing management of franchise | |||
Identify disputes with the franchisor and enter into negotiations with the franchisor's representative/s or liaison person/s in line with complaints handling procedure as described in the Franchising Code of Conduct | |||
Seek assistance of third parties or mediators to facilitate resolution of disputes arising with the franchisor and in line with the complaints handling procedure | |||
Resolve disputes and document courses of agreed action | |||
Implement agreed courses of action to resolve disputes | |||
Use lessons learned from disputes to guide future business operations and to facilitate positive relationships with the franchisor |
Forms
Assessment Cover Sheet
BSBFRA403B - Manage relationship with franchisor
Assessment task 1: [title]
Student name:
Student ID:
I declare that the assessment tasks submitted for this unit are my own work.
Student signature:
Result: Competent Not yet competent
Feedback to student
Assessor name:
Signature:
Date:
Assessment Record Sheet
BSBFRA403B - Manage relationship with franchisor
Student name:
Student ID:
Assessment task 1: [title] Result: Competent Not yet competent
(add lines for each task)
Feedback to student:
Overall assessment result: Competent Not yet competent
Assessor name:
Signature:
Date:
Student signature:
Date: