Which item in the Bee Organized Disclosure Document relates to initial and ongoing training?
Bee_Organized Franchise · 2025 FDDAnswer from 2025 FDD Document
[Item 11: FRANCHISOR'S ASSISTANCE, ADVERTISING, COMPUTER SYSTEMS AND TRAINING]
Initial Training
If this is your first Bee Organized Business, we will provide initial training for you or, if you are a Corporate Entity, your Managing Owner, plus one designated manager. Either you or your Managing Owner, plus your general manager, must successfully complete the initial training program to our satisfaction no later than 45 days prior to the scheduled opening of your Bee Organized Business. The initial training program takes place over an approximate three day period on site at our designated training facility in Overland Park, Kansas, and additional training will take place virtually as designated by us. If more than two individuals attend initial training, you will be charged an additional fee per additional persons attending initial training. Although we provide you or, if you are a Corporate Entity, your Managing Owner, plus your general manager, with initial training at no additional fee or charge, you will be responsible for all travel expenses and employee wages related to your attendance and completion of training. (Franchise Agreement, Article 4). Currently, we provide our initial training program no less frequently than quarterly and on an as-needed basis.
INITIAL TRAINING PROGRAM
[Item 11: FRANCHISOR'S ASSISTANCE, ADVERTISING, COMPUTER SYSTEMS AND TRAINING]
Instructional materials that will be used in the initial training process includes our Manuals, live instruction, and handouts. Initial training will be conducted under the direction and supervision of Kristen Christian, our Co-Founder and Chief Marketing Officer, Lisa Foley, our Co-Founder and Chief Executive Officer, and Leslie Mullins, our Chief Operating Officer. Ms. Christian and Ms. Foley have been involved with Bee Organized since 2015 and Ms. Mullins has been involved with Bee Organized since 2019. The level of experience of our trainers will, at a minimum, include each trainer's satisfactory completion of our initial training program. In addition to initial training you will also be required to participate in and satisfy all other training programs that we may designate respecting the Franchised Business. (Franchise Agreement, Articles 4 and 7.J.).
Following the opening of your Bee Organized Business, we will provide Take Flight Support, which is a program designed to give structure and enhanced support to franchisees during the 60 day period following the opening of the Franchised Business. After the opening of your Bee Organized Business, we reserve the right to require that you (or your Managing Owner if you are a Corporate Entity) attend a system-wide training program (the "System-Wide Training Program") that we may establish in our discretion. If we establish a System-Wide Training Program, the program will be offered from our affiliate owned Bee Organized Business or certified training facility in Overland Park, Kansas and you will be responsible for all travel and expenses, lodging, food, automobile rental expenses, and employee wages that you incur in connection with your attendance. We will not require your attendance at a System-Wide Training Program for more than a total of five days in any calendar year.
Source: Item 9 — FRANCHISEE'S OBLIGATIONS (FDD page 23)
What This Means (2025 FDD)
According to Bee Organized's 2025 Franchise Disclosure Document, Item 11, titled "Franchisor's Assistance, Advertising, Computer Systems and Training," details both the initial and ongoing training programs provided to franchisees. This section outlines the structure, content, and requirements for these training programs.
The initial training program for Bee Organized is conducted over approximately three days at their designated training facility in Overland Park, Kansas, with additional virtual training sessions. This training is provided at no additional fee for the franchisee (or Managing Owner if the franchisee is a Corporate Entity) and one designated manager. However, the franchisee is responsible for covering all travel expenses and employee wages associated with attending the training. The FDD specifies that initial training is provided no less frequently than quarterly and on an as-needed basis.
Following the opening of a Bee Organized franchise, franchisees may also be required to participate in a system-wide training program. This program, if established, will be offered at the affiliate-owned Bee Organized Business or a certified training facility in Overland Park, Kansas. Franchisees are responsible for all associated costs, including travel, lodging, food, and employee wages. The franchisor will not require attendance at a System-Wide Training Program for more than five days in any calendar year.
The instructional materials used during initial training include manuals, live instruction, and handouts. The training is conducted under the direction and supervision of key personnel, including Kristen Christian, Lisa Foley, and Leslie Mullins, who have significant experience with Bee Organized. In addition to initial and system-wide training, franchisees are required to participate in and satisfy any other training programs that Bee Organized may designate.