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Franchisee Start Up Manual

• Letter from the President
• Company History
• Menu of Services
• Vision Statement
• Mission Statement
• Product Mission
• Economic Mission
• Social Mission
• Promise To Our Clients
• Promise to Our Franchisees
• Management Team
• Advisors
• Training and Support Services
• To Do List of weeks 1 through 5

Employee Policies Manual

• Company Orientation
• Letter from the President
• Company History
• Menu of Services
• Vision Statement
• Mission Statement
• Product Mission
• Economic Mission
• Social Mission
• Promise To Our Clients
• Promise to Our Employees
• Management Team
• Advisors
• Training and Support Services
• Human Resources
• Employment Policies
• Legal Compliance
• Equal Opportunity Policy
• Equal Pay Policy
• Affirmative Action Policy
• The Hiring Process
• Employment Offer and Acceptance Form
• Employment Agreement
• Determining wages
• Posting of Available Positions
• Eligibility of Company Applicants
• Employee Selection Process
• Probationary Period
• Corporate Orientation
• Former Employees
• Relatives
• Return to Work after Serious Injury or Illness
• Outside Employment Conflict of Interest
• Medical Evaluations and Interviews
• Disability Accommodation
• Grievance Procedure
• Ethical Conduct
• Employment Status & Records
• Anniversary Date
• Reinstatement
• Full Time Employees
• Part Time Employees
• Temporary Employees
• Access to Personnel Files
• Background Checks
• Performance Evaluation
• Performance Evaluation Form
• Performance Based Pay Increases
• Performance Improvement Procedures
• Probation Letter
• Performance Improvement Progress
• Minor Company Violations
• Major Company Violations
• Disciplinary Action
• Job Descriptions
• Employee Benefits
• Paid Vacation Eligibility
• Paid Vacation Parameters
• Unpaid Vacation
• Vacation Scheduling\
• Child Care
• Statutory Holidays
• Eligibility for Holiday Pay
• Working on Paid Holidays
• Workers' Compensation Insurance
• Sick Leave
• Jury Duty Leave
• Military Service Leave
• Bereavement Leave
• Relocation
• Temporary Assignment Expense Allowance
• Conferences, Seminars and Business Organizations
• Health Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• Life Insurance
• Employee-Incurred Expenses and Reimbursement
• Vehicle Expense
• Required Management Approval For Expenses
• Educational Assistance
• Parking
• Break Room
• Employee Recognition
• Payroll
• Salary Administration
• Payroll Deductions
• Shift Premium
• Timekeeping
• Payday
• Pay Deductions
• Pay Advances
• Overtime Compensation
• Termination
• Termination Processing Procedures
• Workplace Guidelines
• Record Retention
• Employer Security
• Employee Safety
• Injured On the Job
• Emergency Instructions
• Employee Privacy
• Workplace Search Policy
• Workday
• Smoking
• Meal and Rest Periods
• Non-Business or Social Visits
• Use of Company Vehicles
• Emergency Closings
• Flextime
• Telecommuting
• Compressed Workweek
• Cell Phone Policy
• Telephone Use
• Medical Leave of Absence
• Family Leave, Parental Leave and Pregnant Employees
• Family Leave
• Pregnant Employees
• Leave of Absence and Military Leave
• Recreational Activities–Sponsorships
• Code of Conduct
• Substance Abuse
• Drug and Alcohol Policy
• Drug Testing
• Attendance
• Dress Code
• Sexual Harassment
• Workplace Violence
• Workplace Emergency Plan
• Medical and First Aid
• Training for Emergencies
• Political Activities
• Unauthorized Use and Sanctions
• Digital Millennium Copyright Act
• Management Access to Technology Resources
• E-mail Policies
• Spyware Policy
• Internet Usage Policy
• Content Filtering
• Internet Access and Administration
• Making Company Purchases over the Internet
• Virus Protection
• Internet Security
• Internet Miscellaneous
• Disaster Recovery Policy

Training Manual

• Orientation Training
• Subsequent Training
• Qualified Certifications
• Additional Training
• Refresher Courses
• Staffing Your Franchise
• A Word on Legal Compliance
• Staffing Your Franchise
• General Management Job Description
• Manager Character Sets
• Planning and vision
• Organizing and Connecting
• Staffing and Supporting
• Controlling and Challenging/Celebrating
• Leadership Characteristics
• Image Décor & Theme
• Setting up Your Office
• Quality Standards of Services
• Benefits of Service Standards
• Planning and Organizational Considerations
• Knowledge and Understanding are the Keys to Delivery
• Monitoring
• Service and Courtesy to Clients
• Handling Typical Complaints and Problems
• Employee Appearance (Trade Dress) and Hygiene
• Hours of Operation
• Visitors in the Workplace
• Computer Usage
• Office Operation and Maintenance
• Business Processes Mapping
• General Housekeeping
• Opening Procedures
• Closing Procedures
• Technicians
• Field Manager / Lead Technician:
• Vehicle Checklist
• Procedures
• Miscellaneous Franchise Duties and Responsibilities
• Long term planning and direction.
• Strategic marketing (service magic, yellow pages, Google AdWords, overture, outsides sales development).
• Business Accounting and Finance
• Human Resources
• Purchasing
• Franchise Agreement Compliance
• Communications and Technology
• Legal affairs & Business Record Keeping
• Equipment
• Managing the sales process including administration, pricing, and competition.
• Press and Media Relations
• Banking
• Safety Development and Implementation of Safety Programs
• Office Administration Major Activities Listing
• Administrative Management Checklist
• Material Safety Data Sheets (MSDS):
• Alarms, Locks, and Keys
• Inventory Levels
• Daily Procedures:
• Rest Rooms
• Safety
• Office Equipment, Computer System, Inventory, and Supplies
• Office Equipment
• Office Management Software
• QuickBooks:
• Approved Vendors
• Approved Vendor Listing
• Equipment “Starter Package”
• Franchise New Open Package Checklist Form 
• Additional Equipment Tools and Supplies
• Partial Equipment Listing for the Franchise Owner
• Administration
• How do you see the office administration changing as the franchisees grow their business?
• Will the tasks and responsibilities differ based on geographical location or the size of the company?
• Which items are requirements, which are recommendations?
• Does your operation utilize privately labeled or proprietary software?
• Record Keeping
• Introduction to Record Keeping
• The Need for Good Records
• Monitor Inventory
• Control Expenses
• Fulfill Payroll Requirements
• Determine Profit Margin
• Improve Cash Flow
• Use Supplier Discounts
• Measure Performance
• Requirements of a Good System
• Payroll and Taxes       
• Insurance
• Business Equipment
• Accounting Services
• Selecting the Accounting Service
• Advice and Assistance
• Cash Flow Requirements
• Business Borrowing
• Accounting, What You Should Know
• Collections And Accounts Receivable Management
• Reports, Audits & Inspections
• Franchisee Reports
• Monthly Worksheet
• Where to Send Reports
• Records and Reports
• Failure to Report
• Audits and Inspections
• Contact with Others
• Vehicle Administration
• Minimum Requirements:
• Additional Vehicles:
• Driving
• Daily
• Weekly
• Monthly
• Personal Use
• Accidents
• General
• Auto Theft & Carjacking
• Leasing
• Marketing
• Marketing Requirements
• National Marketing Fees
• Exclusive Use of brands, logos, and Likenesses
• Marketing and Compliance with TLC Franchising Inc.
• Special Marketing Approval Request
• Getting Started with your Marketing Plan
• Local Market Research and Answering Key Questions
• The Process of Creating a Marketing Plan
• Planning a Marketing Campaign
• Target Marketing with Selected Media
• A Closer Look at Various Forms of Media
• Phone Directory (e.g. Yellow Pages)
• Local or Regional Newspapers
• Direct Mail
• Internet Marketing
• Search Engine Optimization – SEO, And Pay Per Click – PPC
• Signage
• Vehicle Signage
• Outdoor Advertising
• Billboard Advertising:
• TV Advertising
• Radio Advertising
• Using the Local Press as a Marketing Tool
• Association Memberships
• Using Salespeople to Generate Revenue
• Miscellaneous Marketing Activities
• Conducting a “Grand Opening” for your franchise
• Regional Advertising within the Franchisee’s Territory
• Business Cards
• Using Customer Databases Effectively
• Executing Your Marketing Plan
• Tracking Your Progress
• Daily Goals:
• Weekly Goals:
• Monthly Goals:
• Quarterly Goals:
• Marketing Pitfalls to Avoid
• Stick to your budget as best you can:
• Spending too little money
• Misinterpreting Results:
• Recording the Results of your campaign
• Sales & Pricing
• Intro
• Phone Selling
• Phone Scripts
• Why Up selling is so Profitable
• Up selling Should be Easy
• The 3 Biggest Mistakes in Up selling
• Effective Up selling Strategies
• Bottom line
• Referrals
• Trust is Key
• One Last Tip
• Group Presentations
• Pricing Policies And Fee Structures
• Multiple Price Breakdown
• One Price Breakdown
• Insurance Requirements & Risk Management
• General Insurance Coverage
• You Must Have The Following Insurance Coverage
• Comprehensive General Liability Insurance:
• Additional Comprehensive General Liability Insurance:
• Care, Custody or Control Insurance:
• Comprehensive Crime and Blanket Employee Dishonesty Insurance (Bonded):
• Employer's Liability, Worker's compensation, & Occupational Disease Insurance:
• Excess liability umbrella coverage:
• All-Risk Property Insurance:
• Business Interruption Insurance:
• Additional Requirements and Obligations
• Franchisee Must Provide Evidence of Coverage to Franchisor:
• No Limitations on Coverage:
• Obligation to Obtain:
• Failure to Maintain:
• Risk Management
• Managing Risk at the Franchise Location or Job Site
• Franchisee Site Security
• Basic Franchise Location Security
• Reporting Incidents
• Corporate Structure and Financing
• Setting Up Your Entity
• Legal Business Structures
• Types of Structures
• Sole Proprietorship
• Partnership
• Limited Liability Partnership
• C-Corporation
• S-Corporation
• Limited Liability Company (LLC)
• Setting Up the New Corporation
• Assumed Name Certificate / DBA
• Legal Status of Franchisee
• Financing Arrangements
• Financing Alternatives
• Trademarks and Trade Secrets - Protection Policies
• Patents, Copyrights And Proprietary Information
• Trademark Usage And Guidelines
• Field Operations
• Safety First
• Business Processes Mapping
• Outline of the process
• Conditions Of Renewal
• Continuation
• Assignment Or Transfer
• Prior Consent
• Conditions Of Assignment
• Assignment To An Entity
• Approval Process
• Transfer By Franchisor
• No Sublicensing
• Termination
• Expansion and Relocation Requirements
• Franchise Expansion, New Territory, Resale Purchase Or Territory Expansion

Franchisee Operations Manual

• Franchisee Advertising and Marketing Initiatives
• Franchisee Sales Process
• Franchisee Training, Motivation and Support Systems
• System of Accountability to the Franchisor
• Franchisee Profitability
• Accounting Strategies and Requirements
• Reporting Requirements
• Payment Requirements

Plus Many More...

Call Peter Singleton at (403) 214-0222 to find out how TLC can help you.