What is included in the Focus Cfo 'Playbook'?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
The Playbook contains mandatory specifications, standards and operating procedures, and rules that Focus CFO periodically prescribes for Franchisees as well as continually updated best practice and resource centers.
Focus CFO may, from time to time and at its sole discretion, modify, revise, amend or change the Playbook in light of Focus CFO's experience and development of the System, competitive conditions in the industry and other factors.
Franchisees have the obligation to review and become familiar with, and continually review and monitor, all of Focus CFO's materials in the Playbook.
Franchisee agrees to comply strictly with the Playbook and any and all modifications, amendments and revisions to such Playbook.
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, the Playbook contains mandatory specifications, standards, operating procedures, and rules that Focus Cfo periodically prescribes for franchisees. It also includes continually updated best practice and resource centers. Franchisees are obligated to review, become familiar with, and continually monitor all materials in the Playbook and must strictly comply with it and any modifications.
Focus Cfo may modify, revise, amend, or change the Playbook at its sole discretion, considering its experience and development of the system, competitive conditions, and other factors. The Playbook is considered confidential and proprietary information, and franchisees must maintain its confidentiality. Upon termination or expiration of the Franchise Agreement, franchisees must return all confidential information, including any information retrieved from the Playbook, to Focus Cfo.
Area Presidents will maintain a Cookbook outlining their participation in business development, group marketing, and client delivery activities using the standard Focus Cfo format as outlined in the Playbook. Franchisees must comply with Focus CFO's policies as outlined in the Playbook. The Focus CFO Mastery Program reinforces mandatory specifications, standards, procedures, and best practices introduced in the initial training in the Playbook.
Failure to comply with the Playbook can lead to termination of the Franchise Agreement if the franchisee fails to meet the standards outlined in the Playbook after receiving thirty days' notice from Focus CFO or accumulates three violations of any standards during the agreement term. Focus CFO has the right to assess a franchisee's compliance with the agreement, the system, and the Playbook by reviewing activity reports, performance metrics, and conducting interviews.