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Fit score grid

The fit score grid is a worksheet for weighing up your day-to-day role, input and comfort level across franchise options. Use it before shortlisting any brand style or category.

When to use the fit score grid

The fit score grid is for people who want a practical view before choosing a franchise type or ownership style. It helps you test if you are ready for daily operations or prefer a more investor-led approach.

Use the worksheet before you shortlist options or sign agreements. It works best when shared with family, business partners or independent advisors, so you can compare expectations and spot any mismatch early.

What the worksheet covers and how to use it

The worksheet sets out factors that influence daily life in franchise ownership. For each factor, you score yourself as hands-on, investor, or unsure. Each line is for your own view.

You fill in the grid by hand, marking what fits your skills, capital, time and comfort with staff, stock, customers and reporting. If you are not sure on a line, flag it for discussion or follow-up before moving forward.

  • Experience with people management and teams
  • Comfort with daily business operations
  • Willingness to work standard or extended hours
  • Interest in stock or cash control
  • Risk comfort with leases and staff contracts
  • Preference for site visits versus remote oversight

What to do when scores clash

If your scores show clear tension, stop and discuss it with your partner or advisor before moving on. Disagreement on key lines can signal risk for both your investment and your working life.

Use your flagged lines to prepare questions for the franchisor. In some cases, it helps to book a Fit Finder session with us to drill into where your role and the franchise model could misalign.

Get the printable worksheet now

Ask Ms Siphokazi Mbanjwa for the updated fit score grid worksheet by leaving your details. Tell us your franchise category or approach and we will send the version that fits your needs.