The 5 CSF

“Strategic Planning is worthless unless there is first a strategic vision”
– John Naisbitt –


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What is The 4 Factors For Successful Off-Premises?

The 4 Factors For Successful Off-Premises is a data-driven business framework designed specifically for multi-unit restaurant brands and for any food service operator who wishes to design a scalable, predictable and reliable direct to consumer off-premises experience.

The framework consists of The 4 Factors, as well as 12 Strategic Areas of Investment (SAI’s) and 109 Key Performance Indicators (KPI’s) designed specifically to support the profitable world of takeout, delivery and catering.

Off-premises dining represents a paradigm shift in the food service industry. All food service operators must determine how to make a fundamental shift in their business strategy in order to capture this fast moving market.  

This is where all 4 Factors for Successful Off-Premises come into play, (Leadership, Experience, Execution and Promotion), to create a balanced service ecosystem for your employees and your customers.

Taken together, this framework represents a holistic and vertically-integrated business strategy—a complete ecosystem of technology that supports scalable, long-term growth, and which can withstand the surges and trends of a highly dynamic industry, including events as catastrophic as Covid 19. 


Who is The 4 Factors model for?

The 4 Factors For Successful Off-Premises is designed for any restaurant or food service organization or brand seeking to design, develop, sustain and grow their off-premise programs. The 4 Factors For Successful Off-Premises applies to all segments of food service, including: Fast casual restaurants, Quick service & full-service restaurants, Independent and chain/multi-unit restaurants, Franchises, Caterers, Commissaries, Grocers, Convenience stores.

 It also helps guide your brand’s takeout and catering strategy and decision-making, as well as the performance effectiveness of all roles within an organization – from front line staff through to management teams, executives, and franchisees.

 The 4 Factors also provides the principles and framework for employee training, as well as standard operating procedures for your operations. The integrated strategy supports all levels of your organization including executives, managers, marketing staff, vendors, front line and back end staff, drivers, and many other roles.




 Why is The 4 Factors model important?

While consumer behaviors and technology may change, this business will always be about food. 

The 4 Factors recognizes that every aspect of the business matters—from how we build our team, to how we design a menu, answer the phones, arrange sandwiches on a platter or deliver a meal, to how we follow up on an order and how we develop and build relationships with high-value customers. 

The 4 Factors framework is based on real-world restaurant operations environments, and includes a vast library of resources built by experts.

 Why would a person or organization become certified in The 4 Factors model?

 Like any strategic and operational framework, The 4 Factors can give you a business advantage in the growing and shifting marketplace. As you build your off-premise program, each part of the organization will be able to perform effectively individually, work together, anticipate change and risk, and scale your business. 

Certification in The 4 Factors organizes and simplifies the process of providing your teams with the strategic counsel, training, and guidance needed to build a successful off-premise program.   

Organizational certification in the 5 Pillars at the brand level also allows for greater ease of adoption and execution in the multi-unit environment, and facilitates individual certification for key contributor roles across all functional teams.  

In a franchise or multi-unit environment, operators appreciate the program structure and feel more confident knowing they have support from a corporate level to grow their business. This commitment to education across your organization creates greater chances for long-term success.


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