Franchise Operations Manual template for Google Docs

The first pages of the Franchise Operations Manual template

Every page (8)

Overview

This free Google Docs template gives a franchisor one operations manual that franchisees and their staff can follow without the owner in the room. It sets brand standards, opening and daily procedures, the money-handling rules, reporting, emergency steps and a review calendar, with an owner and a review date for each section. Each procedure is short and numbered, so a shift supervisor can find one routine in seconds.

The sample is the manual for Quillon Services, a fictional franchise system, and shows how each page should read once it is finished. Its names, sales figures and supplier reach are invented. Replace the overview, the routines and the contacts with your own, delete any section for a function you do not run, and record an owner and review month for every section before you issue it.

Useful for

A franchisee opening a new outlet who must work to brand standards
A new area manager taking over a group of outlets within a week
An audit preparation where procedures must match the stated standards

What's included

A cover page with edition, owner and review date
A review calendar with section owners and approvers
A brand standards page with five rules that never change
An opening procedure and a shift handover script
A reporting scorecard with status and trend for each measure
A supplier reach chart, outlet mix and a guide page

How to use it

1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
2
Replace the company overview, organisation chart and contact list with your own details.
3
Convert your ten most common routines into numbered procedures with a named owner.
4
Fill in the money-handling rules and the emergency contacts, then print the last page separately.
5
Delete the guide page, then share the manual with franchisees or present it from the first page.

What you need

Requirements

A Google account with access to Google Drive

Works with

Google Docs
Microsoft Word (download the .docx)

Questions

How detailed should a procedure be?

Short enough to follow with one hand free, with numbered steps, an owner and a time. Write it from watching the person who does the task, not from memory.

Are Quillon Services, its outlets and figures real?

No. Quillon Services, Ines Morrow, the outlets, sales figures and supplier reach are fictional sample data. Replace them with your own before you publish the manual.

How often should the manual be reviewed?

Review each section on its own date, and update it within five working days of any change to a procedure. A manual that describes last year's systems is a risk.

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