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PLAYBOOK TEMPLATES

Franchise Agreement

A Franchise Agreement defines the relationship between a franchisor and franchisee, setting the terms for brand use, operations, and ongoing support. This playbook outlines key negotiation strategies, performance obligations, and critical clauses to protect both parties’ long-term interests.

Scope of Work

Why This Matters: A precise scope prevents disputes over deliverables and obligations, reducing the risk of unplanned costs or delays. It also enhances accountability and project management efficiency.

Negotiation strategy

If you're the Franchisor:

Ensure the scope is comprehensive and aligns with your business objectives. Clearly define deliverables and timelines to avoid scope creep.

If you're the Franchisee:

Negotiate for flexibility in deliverables and timelines to accommodate potential changes. Ensure responsibilities are clearly outlined to avoid disputes.

Essential elements

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Services

Specific tasks to be performed.
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Deliverables

Items to be delivered upon completion.
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Timelines

Deadlines for each deliverable.

Action framework

ACCEPT

Propose edits if the scope lacks clarity or detail.

EDIT

Reject if the scope is too vague or overly restrictive.

ADD

Add new language if key deliverables or timelines are missing.

PRO TIP

Always cross-reference the scope with related clauses like payment terms to ensure consistency.

Example clauses

FAVORABLE

Comprehensive Scope Definition

"The Contractor shall provide the following services: [list services]. Deliverables shall include: [list deliverables]. The timeline for completion is as follows: [list timelines]. Responsibilities of the parties are as follows: [list responsibilities]."
NEUTRAL

General Collaboration Agreement

"The parties agree to collaborate to define the specific tasks and deliverables within [timeframe] of contract execution."
UNFAVORABLE

Vague Scope Description

"The Contractor will perform necessary services as needed."

Fallbacks

Complex Projects with Multiple Phases

For complex projects, ensure each phase is clearly defined with specific deliverables and timelines. Consider adding a project management plan or Gantt chart as an appendix.

High-Risk Projects

In high-risk projects, include detailed risk management strategies and contingency plans within the scope.

Long-Term Contracts

For long-term contracts, include provisions for periodic review and adjustment of the scope to accommodate changes over time.
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WEEK 1
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WEEK 4
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