Assessment Process
Step-by-step overview of how Redwood Field Advisors conducts franchise readiness assessments from kickoff through executive briefing.
Our franchise readiness assessment follows a structured sequence designed to produce defensible conclusions—not a generic consulting binder. Each phase has defined inputs, activities, and outputs.
Phase 1 — Kickoff and scoping
Duration: Week 0 (90-minute briefing)
We confirm engagement boundaries: which locations will be visited, which documents you will provide, who attends field days, and report delivery format. You receive a data request list covering financial summaries, training materials, leases, supplier contracts, and franchise correspondence.
Your preparation: Assign an internal liaison who can schedule store access and gather documents within one week.
Phase 2 — Document review
Duration: Weeks 1–2
Consultants review materials remotely before field visits. We map stated procedures in manuals against what financial and HR documents imply actually happens. Gaps are logged for on-site verification—not assumed.
Phase 3 — Field observation
Duration: Weeks 2–3
Consultants observe agreed locations across peak and off-peak periods. We interview shift managers, photograph procedure variances (with staff consent), and trace customer service flows. Production or back-of-house areas are included when relevant to franchise replication.
Phase 4 — Analysis and scoring
Duration: Weeks 3–4
Evidence is scored across six domains: operations repeatability, unit economics, training systems, brand consistency, documentation readiness, and franchisor support capacity. Each domain receives a red, amber, or green rating with remediation priorities.
Phase 5 — Report and executive briefing
Duration: Weeks 4–6
You receive the written report and a scheduled briefing with owners and key stakeholders. We walk through findings, answer questions, and clarify what must be resolved before franchising versus what can improve after launch. A follow-up call is available within 30 days.
Operations repeatability
Can daily routines be executed by managers who never worked for the founder?
Unit economics
Do franchisee break-even models hold under market rent and labor assumptions?
Training systems
Does curriculum teach measurable skills to first-time franchisee staff?
Brand consistency
Are signage, presentation, and service standards uniform across visited units?
Documentation
Are operations manuals, supplier lists, and compliance materials franchise-ready?
Support capacity
Can the franchisor team onboard and sustain franchisees without overwhelming staff?
After the assessment
You may proceed to franchising, delay while executing remediation, or commission targeted follow-on work—operations audits, territory reviews, or training rewrites. We do not require ongoing retainers.