What information is contained within the Focus Cfo 'Playbook'?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
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- "Playbook" means Focus CFO's learning management system (currently Playbook) and the Company's internal resource center (currently Basecamp).
These resources contain confidential and proprietary information with regards to mandatory specifications, standards and procedures, and rules that Focus CFO periodically prescribes for its Franchisees, as well as continually updated best practice and resource centers;
Franchisee will have access to Focus CFO's full Playbook within two (2) business days of signing this Agreement and Franchisee's payment of the Franchise Fee.
Franchisee shall complete the required sections of the Playbook within two (2) weeks of signing this Agreement as part of Franchisee's initial training.
Franchisee will not be authorized to participate in group marketing activities or any meetings with current or potential Focus CFO clients until Franchisee's initial training is completed.
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.
access to the confidential and proprietary Playbook ("Confidential Information"). Franchisee agrees (a) to hold in strict confidence all Confidential Information, (b) not to use, reproduce, publish, disclose or otherwise make known to any person or entity any Confidential Information at any time, (c) limit access to Confidential Information to employees, agents and independent contractors of Focus CFO or the Focus CFO client, as applicable, who have a need-to-know in connection with this Agreement or the PSA, (d) use Confidential Information only for the purposes and in connection with the performance of Franchisee's obligations under this Agreement and the PSA, as applicable; except to the extent required in the performance of Focus CFO's engagement with a client and authorized by the client or as otherwise required by applicable law.
Franchisee agrees to return to Focus CFO all Confidential Information in Franchisee's possession at the termination or expiration of this Agreement. This includes but is not limited to any information retrieved from the Playbook.
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to Focus Cfo's 2025 Franchise Disclosure Document, the Playbook is Focus CFO's learning management system and the company's internal resource center. It contains confidential and proprietary information regarding mandatory specifications, standards, procedures, and rules that Focus CFO periodically prescribes for its franchisees. The Playbook also includes continually updated best practices and resource centers. Franchisees gain access to Focus CFO's full Playbook within two business days of signing the Franchise Agreement and paying the Franchise Fee.
Completing the required sections of the Playbook is part of the franchisee's initial training, and this must be done within two weeks of signing the agreement. Franchisees are not authorized to participate in group marketing activities or meetings with current or potential Focus CFO clients until their initial training is completed. Focus CFO retains the right to modify, revise, amend, or change the Playbook based on their experience, development of the system, competitive conditions, and other factors.
Franchisees have an ongoing responsibility to review, become familiar with, and monitor all materials in the Playbook, and they must strictly comply with the Playbook and any modifications. The Playbook is considered confidential and proprietary, and franchisees must hold all information in strict confidence, limiting access to those with a need-to-know. Upon termination or expiration of the Franchise Agreement, franchisees must return all confidential information, including any information retrieved from the Playbook, to Focus CFO.