Franchise opening checklist for franchise teams

A franchise opening turns a signed system and approved site into a licensed, trained, stocked, and supported operating unit. Weak coordination orders branded fixtures before site approval, schedules opening marketing ahead of the occupancy certificate, or gives a new manager a POS login on the morning staff training begins.

This franchise opening checklist covers a new location from the executed franchise agreement and opening plan to launch, first-week control review, and operating handover. It is written for franchisees and franchisor opening teams coordinating property, construction, finance, licensing, vendors, hiring, training, systems, and marketing.

The 20-step checklist

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Frequently asked questions

How long does it take to open a franchise location?

Plan roughly six to twelve months from agreement to opening for a physical location, with real estate, permits, construction, equipment, and training driving the range. Some service franchises open sooner. Build the public date only after the critical approvals have forecast dates, and keep marketing flexible until occupancy and franchisor sign-off.

Who should own a franchise opening checklist?

The franchisee should name one opening lead with budget and decision authority, while the franchisor provides a project contact for brand approvals, training, systems, and pre-opening inspection. Property, construction, finance, hiring, and marketing owners maintain their workstreams. Keep one master plan because neither party controls every dependency alone.

Can a franchisee change the standard opening plan?

Only through the approval process in the franchise agreement and brand standards. Submit proposed site, design, product, vendor, technology, or marketing changes before committing money. Record the written franchisor decision and any local regulatory reason. An informal conversation should not replace approval where the agreement requires a specific form or person.

When should hiring start for a new franchise?

Hire the general manager early enough to attend required training and help recruit the opening team, often eight to twelve weeks before launch. Schedule other roles backward from training and rehearsal dates. Avoid bringing hourly staff on so early that construction delays create weeks without useful paid training or a reliable opening range.

Does every franchise need a soft opening?

Use one when the concept depends on coordinated production, service, cash, systems, or high opening volume. Invite a controlled group, limit products or hours if approved, and test a complete open-to-close shift. Record ticket times, errors, stock, staffing, safety, and customer feedback, then leave enough time to correct material issues before launch.

Related checklists

Does your team use Slack?

If your team’s in Slack, you can run this checklist there. Chaser assigns each step to the right person and follows up automatically until it’s done.

Works with everyone in your Slack — no logins, no onboarding.

1
Build a checklist
Start from scratch, or use a template like the client onboarding checklist.
2
Customize it for your team
Add or remove tasks and set who owns each one.
3
Run it in Slack
Your team gets their tasks in Slack and checks them off there, and Chaser follows up on anything that’s not done.
Try Chaser Free

Does your team use Slack?

If your team’s in Slack, you can run this checklist there. Chaser assigns each step to the right person and follows up automatically until it’s done.

Works with everyone in your Slack — no logins, no onboarding.

1
Build a checklist
Start from scratch, or use a template like the client onboarding checklist.
2
Customize it for your team
Add or remove tasks and choose who each one goes to.
3
Run it in Slack
Your team gets their tasks in Slack and checks them off there, and Chaser follows up on anything that’s not done.
Try Chaser Free