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Self-assessment checklist for growing franchisors

Complete this checklist to self-assess your franchise system. This tool can help you identify critical areas that may need reinforcement to keep pace with your franchise system expansion. Spotting gaps early is key to minimizing future disputes and compliance issues.

Answer “Yes”, “No” or “Not sure” for each of the following questions:
1.Have you conducted a comprehensive compliance audit of the franchise system, franchisees’ operations, health and safety (or other industry regulatory requirements), trademarks, etc. in the past 12 months?
2.Do you have a legal team monitoring regulatory changes affecting your operating provinces?
3.Are your franchise agreements and franchise disclosure documents (FDDs) reviewed annually for updates to information about the franchise system?
4.Do you review and update the FDD each time it is issued to a prospective franchisee for updated locations, system and site-specific information?
5.Is your brand protection strategy robust, with monitoring of trademarks usage in all provinces of operation?
6.Are your franchisee training programs tailored to regional requirements and are they regularly updated in the operational manual?
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