Information

  • Franchisee, or Staff member’s Name

  • Meeting Date & Start Time

  • Communication Type:

1. Engage

  • Before Meeting:
    Let Franchisee know what you plan to cover & find out what he/she wants to cover in the meeting.
    Prepare any data / reports to bring to the meeting.

    Start Meeting: Foster the connection with the Franchisee on an informal / personal as well as professional level.

2. Discover

  • At meeting:
    Discuss follow-up items from your last meeting & status of outstanding items.
    Actively listen to the Franchisee's needs / feedback.

    If understandings haven't been kept! discuss the situation directly-
    1.State your intentions
    2. What is the issue, problem or concern
    3. Thinking ( my data / reasoning)- provide data examples & reasoning ( consequences) behind position.
    4. Test ( What am I missing ? What is the reaction of the receiver to the message?) Opening yourself up to rational influence to get the other person's perspective.
    5. Inquiry ( Ask for an explanation for their reasoning) - respond and hold the person accountable for their behavior. Avoid " Why ?"

3. Consult

  • Leverage the power of questioning to uncover needs.
    Discuss suggestions and / or recommendations related to the issues & review resources & support available.
    Use listening, influencing & negotiating skills to guide the discussion.
    Communicate a sense of collaboration & support ( how you are helping the Franchisee meet his / her goals.

Arrive at a mutual understanding of the specific objectives or action items:

  • Agenda Items:

  • Agenda Item
  • Agenda Topic:

  • Responsible person :

  • Follow up needed :

  • Select date

Reach out to inform proper channels within WDL and/or the wider group, and Franchisee as needed:

  • Proper channels informed of service issues

  • Group Contacted:

  • Point of Contact
  • Point of Contact:

  • Subject:

  • Select date

  • Outcome

Requests for support :

  • Proper channels informed of support needs

  • Group Contacted:

  • Point of Contact
  • Point of Contact:

  • Subject:

  • Select date

  • Outcome

Issues elevated :

  • Issues elevated , if necessary

  • Group Contacted:

  • Point of Contact
  • Point of Contact:

  • Subject:

  • Select date

  • Outcome

4. Communicate:

  • Ensure written correspondence is sent to the Franchise regarding topics below & record dates sent.

  • The Retail Area Manager has confirmed understandings made with Operator?<br>If yes, provide brief summary;

  • Select date

  • Action Item Summary

  • Action Item :
  • undefined

  • Follow-up Due date :

Franchisee informed of any changes / updates or any other relevant updates:

  • Message communicated :

  • Update
  • Subject:

  • Select date

  • Outcome

Confirmation of next appointment together:

  • Select date

  • Location:

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.