Be a Smooth Operator – A Solid Operations Manual Equates to Franchising Success

You’ve covered a lot up to now with our 7 part series: learning the basics, choosing the right people, envisioning the bigger picture, and the finances. Now in part 5, we roll up our sleeves to create the operating systems which benefit both the franchisor and franchisee.
pages of an operations manual

The Operations Manual

The Operations Manual is like the “heart” of a franchise business. Without it, it’s impossible to survive. The manual regulates operations consistency and flow; including but not limited to:

  • Your responsibilities as a partner in a franchise group
  • Goals and branding
  • HR and training
  • Operating procedures, including the day to day running of the business
  • Accounting procedures, including payroll
  • Customer service
  • Quality standards
  • Performance
  • Conduct
  • Delivery

Depending on the complexity of your business, the Operations Manual could be a single document or multiple documents. It comes down to how detailed you need to get for each area to ensure your franchisees are well equipped to run their business.

For example, you may have an Operations Manual but find the training component is complex due to your industry’s standards. In that case, it could be a good idea to split out that component into its own Training Manual.

Do it step by step – and simply

As you can see, there are a lot of considerations when creating an Operations Manual, so tackling it all in one go just isn’t realistic. Remember, this process will be a “work in progress” – so just start noting down procedures now, then over time you can build upon and improve them.

Furthermore, don’t overcomplicate the processes. Keep things as simple as possible while maintaining the integrity of the end result. If you make instructions too complex, people just won’t refer to them, which will end up making your manual redundant (and we definitely don’t want that).

Hard copy versus digital

It’s always a good idea to have a hard copy of the Operations Manual handy in case the digital version can’t be accessed, but as technology advances – having it online is the way to go.
By using an online digital platform for your Operations Manual, of which we can recommend the ones best suited for franchisors, you will be able to:

  • Improve ease of use by interlinking to complementary systems and procedures.
  • Reduce administration time by being able to edit in a single spot, then provide the updated version instantly to everyone.
  • Enhance performance by providing audio and video supplements where necessary.
  • Secure sensitive information by granting appropriate access levels to members.

Where to start?

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As already mentioned, just start the process little bit by little bit. But as you do, you should source an experienced franchise lawyer to help you integrate all the components correctly so they end up becoming the legal documents they need to be.

But don’t worry too much about the legalities for now, we’ll go into the “fine print” in the next blog post. But until then, if you need to some help on how to create your Operations Manual, or aren’t sure where to store it, or what franchise lawyer to use, feel free to contact us today on 1300 960 136.

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Our quest is to continue to help business owners who want to grow their business into a more valuable asset through franchising. The team of expert advisors at Franchise Simply does this this through our simple four step Franchise Success Path which can be delivered in many different ways to suit you. We work closely with our team of leading franchise experts to provide the full range of services to the franchise industry, from carefully crafted legal agreements and operations and procedure manuals, to expert advice on corporate structures, fee structures, territory planning, franchisee support, recruitment and much more…

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