HARVEST 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 £300 in each cash drawer?

  Yes

  No

  N/A

• Are the Sales Assistants aware of Harvest 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 any console doors closed?

  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

• Are safes and cigarette cabinets locked?

  Yes

  No

  N/A

• Do the Sales Assistant 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 Sales Assistants 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

• 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 Coffee Costa machine operational, with no spills, correct POS, sufficient cups, lids, Sugars etc?

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

  Yes

  No

  N/A

• Is the carwash, air and vacuum clean and operational, bins clean?

  Yes

  No

  N/A

People

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

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  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

• 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

• Manager

  Sign