Self-Assessments: Continuous Improvement at your Fingertips.


Franchises typically have their franchise business coaches visit franchisees on a quarterly basis to assess the franchisee’s situation and coach them to improve. They typically use our franchisee field audits app for this purpose.  However, what do you do in-between visits? Or what do you do if your franchise’s unit-level economics only let you visit once a year or once every two years like many mobile service franchises? Franchisee self-assessments!

Some forward-thinking franchises are using self-assessments to help their franchisees continuously improve, but you too can start leveraging the power of self-assessments without having to devise a full-blown continuous improvement campaign.

You most likely already have a questionnaire used by your field support staff. Why not give franchisees the power to perform ad-hoc audits on themselves at any time? That way, they can keep a pulse on how they are performing and be properly prepared for the next visit. We have heard countless times from franchisees that it’s almost impossible to always pass external evaluations (especially food safety audits in restaurants) if you don’t hold yourself to higher standards in-between visits.  Franchisees are thankful when the franchisor supplies them with the tools they need to continuously improve.

Additionally, for franchises who cannot visit their locations as frequently, self-assessments are practically the only tool at their disposal to ensure brand consistency and compliance. Franchisees can submit pictures of their location, vehicle, or other items that are relevant to the brand.

Brand Consistency via Self-Assessments

Introspection is a great complement to auditing


  • Fill a checklist
  • Take pictures
  • Attach comments
  • Setup corrective actions
  • Notify FBC
  • Score yourself

Use Cases

  • Operations Assessment
  • Brand Audit
  • Food Safety
  • Sales Process Review
  • Marketing Audit
  • Coaching Plans


  • Ad-Hoc
  • Annually
  • Quarterly
  • Monthly
  • Weekly
  • Daily
COVID-19 Case Studies

Ad-hoc self-assessments are good, but recurring self-assessments are better. Instead of auditing themselves when they feel like it via our field audits app, our franchisee polling app can be leveraged to request that they audit themselves on a recurring basis, say once a month. The process is fully automated – we blast out your audit questionnaire on a recurring basis and franchisees fill them out using the same audit tools. Reminders are sent to people who haven’t filled out the assessment in the expected time frame. Leveraging our polling module has the added advantage that you can see collection rates by period (ex: 80% of franchisees filled it out in September, 82% in October, etc.). Additionally, the reminders help keep people on track even when they get sucked into day-to-day operations.

Recommended reading:

“As we continue to rapidly grow, it is a priority for us to ensure we have the right processes and tools available to our franchisees. These tools will help the franchisees open strong since solid performance on the opening is a fantastic predictor of healthy financial performance in the future.”
Sophie Zulli – VP of Operations, Duck Donuts

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