Rollout Resources
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      1. Delightree User Guide
      2. Rollout Resources

      Phase 1: Essential Steps to Equip Your Franchisees for an Effortless Rollout

      Creating a Foundation for Success: Essential Steps to Equip Your Franchisees for an Effortless Rollout, Along with a Suggested Communication Timeline

      Phase 1: Pre-Launch Preparation

      Timing: Begin 3-4 weeks before rollout
      Goal: Set the foundation for a smooth transition by aligning your team, preparing content, and building franchisee awareness and excitement.

      Step 1: Audit and Upload Your Materials

      Ensure franchisees log in to a platform that feels immediately useful. Empty platforms don’t drive adoption.

      What to do:

      • Inventory all SOPs, checklists, training manuals, and documents.

      • Identify what’s missing, outdated, or inconsistent.

      • Clean up file names and organize formats for easy uploading.

      Ask yourself:

      • Have we gathered all the core operational documents?

      • Is everything up to date and consistent across locations?

      • Are materials easy to understand and organized for quick reference?

      Step 2: Assign a Rollout Champion and Team

      Designate a leader who will own the rollout internally. Support them with a small task force, ideally including 1-2 engaged franchisees.

      What to do:

      • Choose someone from leadership (e.g., VP of Ops) to be the executive sponsor.

      • Form a task force to guide the rollout and act as advocates.

      Ask yourself:

      • Who is taking ownership of this project internally?

      • Do we have franchisee voices involved in the process?

      • Are we aligned on who will answer questions and drive momentum?

      Step 3: Align on Your Onboarding Plan

      You’ll receive a tailored onboarding plan from your Delightree Customer Success Manager, use this as your roadmap.

      What to do:

      • Review the onboarding plan and rollout timeline together.

      • Define key milestones and internal responsibilities.

      Ask yourself:

      • Have we reviewed and agreed on the timeline and key setup steps?

      • Do all internal owners know what they’re responsible for?

      • Are we tracking toward a goal (e.g., % of franchisees active by Day 30)?

      Step 4: Communicate the “Why” Early

      Franchisees are more likely to adopt a new system when they understand how it benefits them. Set the tone early.

      What to do:

      • Share how the system will save them time, reduce errors, and improve visibility.

      • Tie it to their day-to-day challenges and frustrations.

      • Set expectations for what’s coming and when.

      Ask yourself:

      • Have we clearly communicated what’s changing and why?

      • Are we focusing on how this tool will directly help them?

      • Do franchisees understand what’s expected of them and when?

      Step 5: Follow the Communication Timeline

      3-4 Weeks Before Rollout: Tease the Transition

      • Let the network know a new system is coming.

      • Share how it will reduce complexity, replace outdated tools, and drive consistency.

      2 Weeks Before Rollout: Introduce Delightree

      • Officially announce the change and share the rollout date.

      • Send the teaser video explaining benefits.

      • Clarify what tools are going away and how Delightree will replace them.

      1 Week Before Rollout: Set Cutover Expectations

      • Share a clear deadline for when to stop using old tools (e.g., spreadsheets, WhatsApp).

      • Explain what content will be ready in Delightree (e.g., checklists, training).

      • Let them know where to find training inside the platform.