4.1: Scenario Brief

Scaling the Franchise Vision

To: C-Bay Consulting Team
From: Director of IT, Vision Steering Committee
Subject: Task 2 – Project Planning

Team,

Thank you for the hard work on the first project. You have done a good job producing the first deliverable.

As you know, C-Bay produced $108.8 million in revenue last year. While this represents solid performance, we have yet to penetrate several key market areas. C-Bay is growing fast—and we’re now preparing to expand into the loan services market through a franchise-based model.

Your next task is to develop a full project plan that will help C-Bay create a turn-key loan services office for real estate brokers or loan agents. These franchises must include everything the operating owner needs to generate $1 million in gross revenue per year. We expect to sell over 1,000 franchises in Year 1.

Your responsibilities include:

• Documenting the process your team will use to complete this planning task
• Outlining the operational and setup steps C-Bay would take for each franchise
• Creating a timeline (in days or weeks) for each setup step
• Recommending strategies and cost estimates for how C-Bay should manage and scale the setup of 1,000+ franchise location

This is a major initiative for the company. Your work will shape the rollout strategy, internal operations, and growth targets for the entire loan services division.

Deliverables will include:

• An updated Project Charter
• A professional Executive Summary
• A full Project Definition and Approach document

Thank you again for your continued effort and agility under pressure.

— Vision Steering Committee
C-Bay Inc.