Essential Tips for Maintaining Franchise System Manuals

man reviewing an office manual

To secure franchisee compliance as your franchise brand evolves, operations manuals updates must keep pace with changes to your franchise system.

By Marla Rosner, Senior Training Consultant, MSA Worldwide

I’ve heard it many times in franchise circles; complaints about keeping franchise manuals updated. The chief frustration of many franchisors is that after the first review, many franchisees don’t consult the manuals again; it can seem that countless hours of staff or consultant time are invested for no good reason. But rest assured that there are many good reasons to keep those manuals current – and ways to encourage their ongoing use by franchisees.

Think of your franchise manuals as the DNA of your system; with proper execution by the franchisee, what you document in the manuals is replicated from unit to unit. It’s essential to have in place current and easily understood policies and procedures. Asking franchisees and their staff to comply with practices you haven’t yet fully documented and conveyed to them is impractical at best, and at worst creates tension in the franchisee/franchisor relationship.

For most franchisors, the operating manual is expressly incorporated into their franchise agreements and referenced in their disclosure documents. Products, services, standards, and procedures inevitably change over time. To secure compliance as the brand evolves, manual updates must keep pace with changes.

Tip 1: Schedule Annual Updates

Unfortunately, the longer franchisors wait to update material in their manuals, the more daunting the project becomes.

  • At a minimum, aim for annual updates; this allows for incremental changes that are easier to document and easier to convey to franchisees. Put a date on the company calendar following the update of your disclosure document and franchise agreement, by which time manual updates must be completed. This is also a good time for an annual vicarious liability and co-employment audit of the manuals.
  • Best Practice: Make manual updates ongoing, and communicate them to franchisees every time they log onto your password-protected site.

Tip 2: Assign a Project Owner

Having one person in charge of an annual manual review process is essential. This individual becomes the funnel for changes, and/or reaches out to solicit changes on a scheduled basis. Additionally, the project owner should be tasked with obtaining appropriate approvals for all content changes. Consider someone who is either head of your training department or who has a strong involvement in training, since manual content and training programs should be tightly integrated.

Tip 3: Don’t Underestimate the Time Required

Revamping a manual that has gone stale should be considered a substantive project that will require well thought-through input from multiple departments. To prevent project drift, top management should prioritize the project by setting goals and timelines, and by holding personnel accountable for timely contributions.

Tip 4: Streamline Verbiage and Enhance Layout for Readability

Crisp, bulleted content and layout that allows for easy reading, as well as posting documents online with search capability, promotes ongoing use of manuals by franchisees and their personnel.

Treat manual updates with the same discipline that your company brings to annual updates of its legal agreements – minus the legalese. System manuals are, after all, an extension of your legal contract and as such, strengthen your ability to maintain the quality and service standards essential to your brand’s reputation.

Do you have further questions about franchise operations manuals or training?

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