BP AM Check Monthly Visit

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Previous Monthly Visit

• Has the last monthly visit been reviewed?

  Yes

  No

  N/A

• Are all actions completed?

  Yes

  No

  N/A

HSSE

• Staff member knows the procedure to use in in an emergency?<br>(use of duress alarms, safe haven, evacuation, emergency flip chart)

  Yes

  No

  N/A

• Are Safe drops completed regularly and not greater than $200?<br>Is there less than $350 in each cash drawer?

  Yes

  No

  N/A

• Are the CSR's aware of BP Retails incident reporting procedures?

  Yes

  No

  N/A

• Is the correct information recorded in the emergency flip chart?

  Yes

  No

  N/A

• Is the CCTV operational and recording with all monitors working and positioned correctly? (ie: front door monitor facing customers and images displaying clearly)

  Yes

  No

  N/A

• Randomly check CCTV footage. Mark "no" if any locked door policy breaches are witnessed.

  Yes

  No

  N/A

• Are storeroom and console doors closed? (exemption for NPW stores during locked door policy hours)

  Yes

  No

  N/A

• Is safety equipment and PPE used appropriately? (staff wearing safety vests etc)

  Yes

  No

  N/A

• Is the switchboard area, meter boxes, safe haven door and emergency exit(s) clear and unobstructed?

  Yes

  No

  N/A

• Is the console area free of clutter? (no calculators near cash drawers and emergency shut down switches clear and accessible)

  Yes

  No

  N/A

• Is the safety zone complete and up to date?

  Yes

  No

  N/A

• Is the SLCIC up to date, completed correctly with actions completed?

  Yes

  No

  N/A

• Are safes and cigarette cabinets locked?

  Yes

  No

  N/A

• Do the CSR's have any safety concerns or questions?

  Yes

  No

  N/A

• Lighting. Can you see clearly into the store from the forecourt? (deterrent for offenders)

  Yes

  No

  N/A

• Lighting. Can the CSR see clearly outside to the forecourt, to authorize fuel and visualize the forecourt?

  Yes

  No

  N/A

Customer Experience

• Customer Service: Service with a smile? Observe 3 customers

  Yes

  No

  N/A

• Customer Service: Upselling and Suggestive selling? Observe 3 customers

  Yes

  No

  N/A

• Is the store team adhering to the queue management process?

  Yes

  No

  N/A

• Are all team members compliant with uniform standards?

  Yes

  No

  N/A

• Store Presentation: is the store more than 90% faced and fully fronted, with no gaps in products on shelves or in fridges? (no stock for gaps located in under gondola drawers or in storage areas)

  Yes

  No

  N/A

• Is there sufficient stock weights of promo lines, ice cream, cigarettes, chips, confectionary, cold drinks with minimal out of stocks?

  Yes

  No

  N/A

• Is the interior signage in good condition and the correct POS in place?

  Yes

  No

  N/A

• Store Interior: Is the shop floor clean and tidy?<br>Is the ATM clean and operational?

  Yes

  No

  N/A

• Are the toilets clean and presentable?

  Yes

  No

  N/A

• Is the freezie machine operational, with no spills, correct POS, sufficient cups, straws, lids, CO2 and syrup (within UBD)?

  Yes

  No

  N/A

• Is the overall presentation of the food and coffee area clean and uncluttered? Are the cabinets well presented with product availability matching time of day and zoning requirements?

  Yes

  No

  N/A

• Is the coffee being made correctly in an efficient and friendly manner? Shot time is 21-31 seconds for a mini.

  Yes

  No

  N/A

• Is the store exterior presented to standard? <br>(bins, pumps, buckets, pails, paper towels, POS, signage, apron, litter, etc)

  Yes

  No

  N/A

• Is the carwash and vacuum clean and operational, bins clean and vending machine units stocked?

  Yes

  No

  N/A

People

• Is there a management succession plan in place?

  Yes

  No

  N/A

• Are there sufficient people employed to cover leave and sickness etc?

  Yes

  No

  N/A

• Are all team members complying with i-Connect training deadlines?

  Yes

  No

  N/A

• Is the manager performance managing their team?<br>(view file notes and counseling forms to verify)

  Yes

  No

  N/A

Store Processes

• Review CSR Activity Planners for compliance. If there are more than 3 mistakes, mark 'no'.

  Yes

  No

  N/A

• Are the reference cards being used to complete activities?

  Yes

  No

  N/A

• Review bake sheets - if more than 3 basic errors mark 'no'. If any temperature are missing, mark 'no' automatically.

  Yes

  No

  N/A

• Review the temperature log - are recorded temperatures in range? Conduct your own check if any have been out of range.

  Yes

  No

  N/A

• Review 1 planogram that has changed recently. Is it correct?

  Yes

  No

  N/A

• Does the shop floor reflect the current floor layout?

  Yes

  No

  N/A

• Randomly check price tickets, if ANY are missing, mark 'no'.

  Yes

  No

  N/A

• Check the correct price of 5 items in the store. If any are incorrect, mark 'no'.

  Yes

  No

  N/A

• Check the store diary is used to record out of dates. Randomly check store for out of dates. If any are found, mark 'no'.

  Yes

  No

  N/A

• Do staff purchases have a check seal or purchase receipt attached?

  Yes

  No

  N/A

• Is the compound are clean and tidy with no old POS stands, trip hazards or junk?

  Yes

  No

  N/A

Management Processes

• Is all invoicing up to date?

  Yes

  No

  N/A

• Are the management activity planners being used?

  Yes

  No

  N/A

• Review the SM travel paths for the previous 7 days, including weekends. Is the SM travel path completed correctly? If any are missing, mark 'no'.

  Yes

  No

  N/A

• Has the labour model been completed for the current week and 2 weeks in advance? Do the hours match the suggested hours summary?

  Yes

  No

  N/A

• Has the SM completed CCTV review and marked it on the management activity planner?

  Yes

  No

  N/A

• Review key events to ensure it is being completed daily. Review Epay reconciliation and ensure that the item price summary is reconciled against the detail by terminal report from the Epay extranet.

  Yes

  No

  N/A

• Is the manager escalating appropriately? (ie: HSSE issues and general business needs)

  Yes

  No

  N/A

• Is the office clean, tidy and organized? (clear desk policy)

  Yes

  No

  N/A

• Is the stocktake tracker up to date and posted on the office wall?

  Yes

  No

  N/A

• Is the high/low process being completed including inventory investigations?

  Yes

  No

  N/A

• Are stocktakes being completed and investigated as per process guides?

  Yes

  No

  N/A

• Are the magazine returns up to date?

  Yes

  No

  N/A

• Review Action Plan - has it been printed and are item marked 'no' being actioned?

  Yes

  No

  N/A

• Review the Comms board for correct completion of all pockets and fields.

  Yes

  No

  N/A

• Review GP and P&L reports - has the manager completed analysis and actions to improve results? If no action has been taken, mark 'no'.

  Yes

  No

  N/A

• Are all maintenance jobs logged and chased as required?

  Yes

  No

  N/A

Store Actions Arising from Visit

• Actions

Sign Off

• On Site Representative

  Sign

• Auditor

  Sign