Page 4 - 8_6 week plan

PROCESS DESCRIPTION
INPUT
Responsible
(Person assigned to do the tasks)
Accountable
(Person who makes final decisions & has ownership)
Consulted Informed (Person who must be (Person who must be consulted before a decision informed when a decision
is taken) or action has been taken)
RACI
Head Office
Franchisee
Franchisee
Franchisee
Franchisee
Franchisee Franchisee
Head Office
Franchisee Franchisee Franchisee Franchisee Franchisee
Activate all necessary training as per contract specification.
Franchisee
Franchisee
Head Office / Franchisee Head Office / Franchisee
Franchisee
Head Office / Franchisee
Franchisee
Head Office
Franchisee Franchisee
Head Office / Franchisee
Franchisee
Head Office / Franchisee
Complete initial training within an acceptable amount of time. Typically not more than 2 weeks.
Marketing Plan Setup and Meeting with HQ to finalise and action
Business Plan Setup and Meeting with HQ to finalise and action
TASKS
Identify local networking events to attend.
Establish local franchisee networking event
Identify and set up strategic partnerships (Brokers; Accountants; Financial Advisors; etc.)
Set up franchisee Teamwave account and train franchisee on use
Log leads from Networking events into Teamwave.
Book free health checks with Teamwave data base.
Start setting up seminars and workshops from data base, but also use seminars and workshops to grow data base.
Follow up with pipeline on diagnostic meeting
Three day infield support and Sales training
OUTPUT
• Pipeline development defined
• Products and services defined
• Sales Process Defined
EXCEPTIONS TO
ROUTINE PROCESS FLOW
POINTS OF CONTROL
• Templates of all documents available on share drive