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Create a plan that identifies what information you will need to prepare a justification report making a recommendation to an organization to implement a particular product, service, or program. The organization may have a business, governmental, professional, or social focus.

The report may focus on a “real” or “made-up” recommendation, but you should direct the report to an actual organization, even if you do not plan to submit the report.

For the report, the audience within the organization will be whatever level is most appropriate to make a decision on the topic of your report.

  1. Identify the recipient of the report. (To what organization will the recommendation be directed?)
  2. Identify the topic of the report. (What product, service, or program will you recommend?)
  3. Identify the purpose of the report. (What need or problem will the product, service, or program resolve?)
  4. Identify potential resources that will be needed for support.
  5. Identify methods to be used to gather information.
  6. Identify criteria to be used to evaluate the information collected. (What factors will you consider to make your recommendation?)

Your assignment must:

  • Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions.
  • Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.

The specific course learning outcomes associated with this assignment are:

  • Support ideas or claims in body paragraphs with clear details, examples, and explanations.
  • Organize ideas logically by using transitional words, phrases, and sentences.
  • Use sentence variety and effective word choice in written communication.
  • Apply writing process strategies to develop formal business reports and / or proposals.
  • Use technology and information resources to research issues related to selected topics.
  • Write clearly and concisely using proper writing mechanics.

Points: 140

Assignment 4.1: Report Plan

Criteria

Unacceptable

Below 60% F

Meets Minimum Expectations

60-69% D

Fair

70-79% C

Proficient

80-89% B

Exemplary

90-100% A

1. Identify the recipient of the report. (To what organization will the recommendation be directed?)

Weight: 10%

Did not submit or incompletely identified the recipient of the report. Insufficiently identified the recipient of the report. Partially identified the recipient of the report. Satisfactorily identified the recipient of the report. Thoroughly identified the recipient of the report.
2. Identify the topic of the report. (What product, service, or program will you recommend?)

Weight: 10%

Did not submit or incompletely identified the topic of the report. Insufficiently identified the topic of the report. Partially identified the topic of the report. Satisfactorily identified the topic of the report. Thoroughly identified the topic of the report.
3. Identify the purpose of the report. (What need or problem will the product, service, or program resolve?)

Weight: 15%

Did not submit or incompletely identified the purpose of the report. Insufficiently identified the purpose of the report. Partially identified the purpose of the report. Satisfactorily identified the purpose of the report. Thoroughly identified the purpose of the report.
4. Identify potential resources that will be needed for support.

Weight: 15%

Did not submit or incompletely identified potential resources that will be needed for support. Insufficiently identified potential resources that will be needed for support. Partially identified potential resources that will be needed for support. Satisfactorily identified potential resources that will be needed for support. Thoroughly identified potential resources that will be needed for support.
5. Identify methods to be used to gather information.

Weight: 10%

Did not submit or incompletely identified methods to be used to gather information. Insufficiently identified methods to be used to gather information. Partially identified methods to be used to gather information. Satisfactorily identified methods to be used to gather information. Thoroughly identified methods to be used to gather information.
6. Identify criteria to be used to evaluate the information collected. (What factors will you consider to make your recommendation?)

Weight: 15%

Did not submit or incompletely identified criteria to be used to evaluate the information collected. Insufficiently identified criteria to be used to evaluate the information collected. Partially identified criteria to be used to evaluate the information collected. Satisfactorily identified criteria to be used to evaluate the information collected. Thoroughly identified criteria to be used to evaluate the information collected.
7. Clarity, writing mechanics, and formatting requirements.

Weight: 25%

More than 8 errors present 7-8 errors present 5-6 errors present 3-4 errors present 0-2 errors presen

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Report

Report

Order Description
Scenario: You are the owner of a boutique marketing consultancy business – specialising in franchising. One of your clients has expressed his/her intent on becoming a franchise owner [franchisee] of an outlet in a proven franchise chain [note: for the purposes of this assignment you can select from Jetts 24hr Fitness, Curves, Cartridge World, Clarke Rubber, Sumo Salad, Boost Juice, Gloria Jeans, Zarraffa’s Coffee [drive-thru], Brumby’s Bakery, Jesters Pies, Salsa’s Fresh Mex, Guzman & Gomez, Crust Pizza …… or any other franchise chain approved by the lecturer]. Generally, a new outlet is viewed as riskier than an existing outlet [as less is known], however, your client has expressed an interest in a new franchise. A new outlet provides the opportunity for greater returns if good strategic decisions are made. Whilst your client cannot alter some of the product components of the franchisor they are able to select the location for this new outlet, make adjustments to the ‘total product’ to appeal more directly to the target market in this new location and come up with their own store opening marketing communications plan.
Your client has provided you with some parts of the ‘franchisee pack’* including the ‘pro-forma’ financials and other key information for an average outlet in that franchise chain. Your client’s financial objective is to outperform the chain’s average outlet’s sales performance by 25% in year 1. Your client knows you are an expert in achieving the three financial objectives of marketing [increasing sales revenue, reducing costs as a percentage of sales and increasing the value of the business] and thus is seeking your advice in beginning their quest.
* to be provided in the Ass2 briefing in week 5.

Task: You have been commissioned to produce a report which involves identifying and analysing the situational factors- Customer, Organisation, Market & Product characteristics [COMP] that need to be considered [this may include PEST-C and SWOT. Following this you are then required to make strategic and then tactical recommendations to assist your client to achieve their financial objectives [outperform the average store’s sales by 25% in year 1].
These recommendations are to cover:
Target markets: Primary and Secondary targets
Location: the actual location you recommend for this new outlet
Customisation of the ‘Total Product’: given the above, the various adjustments and augmentations you suggest are made to the franchisors standard product offering to ‘better’ meet the needs of the target market in this location.
Launch Communications Plan: a bullet point communications launch plan for the first 100 days [budget $50000]. This plan recognising that for a new outlet ‘priming the pump’ of the sales pipeline by attracting lots of ‘first time’ customers is a key task. Note-this is in addition to the campaigns provided by the franchisor’s external communications efforts for the whole chain.
Estimated Outcomes:
As the client is aware that sales, profits and business value are often inter-related –they also want you to estimate the increase in the value of their business at the end of year 1 should the objective to achieve sales revenue of 25% above average be achieved and the other variables be kept consistent with those provided in the ‘franchisee pack’.

Details: The submitted document should be 3750 words [+- 10%] (excluding references, contents page, cover page and appendices) in length (12 Times, 1.25 spacing). The report must be suitably referenced and may include photographs, maps, tables, diagrams, illustrations to highlight learning.*

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