Expected Outcome
To help you, as a franchisor, ensure that all franchisees have at least uploaded their policy documentation (moving their status from "Not-Verified") and subsequently work on improving compliance for those who are "Non-Compliant." This plan outlines a clear pathway using your RMS dashboard, along with potential consequences for non-compliance, referencing best practices from other brands.
Phase 1: Eliminating "Not-Verified" Policy Statuses
1. Set Clear Goals for Verification
- Dashboard Monitoring: Use the RMS dashboard to actively monitor which franchisees have not uploaded their insurance documentation and have a “Not-Verified” status.
- Go to the Overview Tab to see the data
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Goal Setting: Create an internal goal to reach 0 "Not-Verified" franchisees within a specific time frame, such as 30 or 60 days.
- Example: “By the end of Q4, all franchisees must have uploaded their insurance documentation for verification.”
2. Communication Strategy for "Not-Verified" Franchisees
- Automated Outreach: Your RMS already sends automatic notifications every 3 business days. Reinforce this by making franchisees aware of the importance of uploading their documentation to avoid a 0 compliance score.
- Weekly Check-ins: Set up an internal cadence where your compliance team checks the dashboard weekly to see who remains "Not-Verified" and reaches out via phone or email to offer help with the upload process.
3. Educational Support
- Training Materials: Provide franchisees with guides or videos on how to upload their documents to the RMS, such as this “How to Upload a COI” article. Consider webinars or one-on-one calls to assist those struggling with the process.
- Compliance Reminders: Remind franchisees how a "Not-Verified" policy significantly impacts their compliance score, potentially harming their business and relationship with the franchisor.
4. Target Completion Date
- Completion Deadline: Set a hard deadline for franchisees to move their policies to "Verified" status. This can align with your quarterly or annual compliance review process.
- Incentives: Depending on the need of your organization, implementation may require incentives to achieve the adoption goals you set by the completion date.