Information

  • Site

  • Auditor

  • Conducted on

1.0 - Site

  • 1.1 - Yard/Parking/Image

  • Scope of audit criteria:
    parking clearly signed inc floor markings, no staff vehicles on site, customer parking not filled with company vehicles, all vehicles parked neatly, free from debris, rubbish, weeds etc, main entrance external condition

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  • Action date

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  • 1.2 - Signage/Flags

  • Scope of audit criteria:
    Signage CI compliant, all lights operational, clean and free from debris, flags clean, CI compliant, in good condition

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  • 1.3 - New & Used displays (van pro)

  • Scope of audit criteria:
    vehicles clean and displayed correctly, priced, all options inc aftersales (service contracts) displayed and available, all products displayed as applicable and volume of display at correct level

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  • 1.4 - Service/Parts reception areas inc showroom

  • Scope of audit criteria:
    Clean and clutter free, no food/drink (exception corporate cups) , housekeeping including paperwork and file storage control (see visible evidence of well organised documents)

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  • 1.5 - Company vehicle condition inc check in/out forms and daily safety check evidence

  • Scope of audit criteria:
    Clean (inside and out), damage free, correct livery and age, carry out visual health check, see evidence of check in/out forms completed correctly including any evidence of fuel and damage charges, evidence of safety checks in place )

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  • 1.6 - Literature/Campaign posters/Accessory displays

  • Scope of audit criteria:
    displayed professionally, clean and well presented, all literature up to date, wall mounted pictures are clean, straight and relevant, parts accesory well stocked

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  • 1.7 - Staff corporate workwear and image

  • Scope of audit criteria:
    Correct workwear attire, smart and presentable, namebadges worn

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  • 1.8 - Customer waiting areas

  • Scope of audit criteria:
    clean, tidy, all relevant company literature available inc trade press and newspapers, drinks machines stocked, clean and hygenic, water machine available and working and cups available, biscuits available, TV working and remote control available

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  • 1.9 - Workshop condition

  • Scope of audit criteria:
    all bays and pits clean/tidy, free from clutter, bins not overflowing, floors clean, workshop equipment ALL tools stored in correct location, star machines stored correctly,parts warranty areas kept as tidy as possible, stock holding at a minimum.

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  • 1.10 - Parts warehouse condition

  • Scope of audit criteria:
    clean and tidy, floors clutter free and no trip hazards, parts stock located efficiently and not overflowing, space managed efficiently, housekeeping good

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  • 1.11 - Staff canteen condition

  • Scope of audit criteria:
    clean, tidy, free from rubbish, micowaves clean, fridges clean, technician KPI's (utilisation/efficiency, displayed and notice boards updated

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  • 1.12 - Meeting rooms condition

  • Scope of audit criteria:
    clean, organised, tidy.

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  • 1.13 -Service managers office

  • Scope of audit criteria:
    clean, organised, tidy, organisation of documents, signs of high numbers of job cards

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  • 1.14 - Other offices

  • Scope of audit criteria:
    clean, organised, tidy.

  • Recommendations

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  • 1.15 - Customer toilets

  • Scope of audit criteria:
    clean, free from non corporate literature, soaps, hand dryers, hand roll.

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2.0 - KPI/Core standard audit (current MTD)

  • 2.1 - Hours invoiced MTD

  • Scope of audit criteria:
    on target, average daily invoicing on target, consistant daily performance, evidence of communication to team of targets/position

  • Recommendations

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  • 2.2 - Utilisation

  • Scope of audit criteria:
    vs target, daily disciplines done with PT1, understanding of position, evidence of challenging non productive time with plans for improvements where required communicated to team updated

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  • 2.3 - Recovery rate

  • Scope of audit criteria:
    on target, exceptions clearly monitored via D19 and challenged, action taken against exception

  • Recommendations

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  • 2.4 - Efficiency

  • Scope of audit criteria:
    on target, daily disciplines done, low efficiencies evidence of challenge, R79 communicated to team, statistics displayed

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  • 2.5 - Overtime vs standard hours

  • Scope of audit criteria:
    measurement understood, actual performance in line with actual non productive time, exceptions analysed and understood

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  • 2.6 - WIP

  • Scope of audit criteria:
    zero over 30 days, high value exceptions, partial invoicing cleansed

  • Recommendations

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  • 2.7 - Queries

  • Scope of audit criteria:
    zero over 30 days from query or 10% of value of average monthly labour sales, high value being managed

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  • 2.8 - Cash

  • Scope of audit criteria:
    zero

  • Recommendations

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  • 2.9 - Average daily hours/mid month

  • Scope of audit criteria:
    consistant daily invoicing performance, mid month on target or achieved, daily discipline controlled and evidence of communication of targets to team

  • Recommendations

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  • Action date

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  • 2.10 - Non productive analysts - Allowed/Disallowed

  • Scope of audit criteria:
    full awareness of position, daily discipline evidence and actions, actual vs targets, allowed non productive minimised where high overtime is evident

  • Recommendations

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  • 2.11 - NPS

  • Scope of audit criteria:
    Service NPS data screens being used consistantly, full awareness of current position and necessary action plans in date, scores clearly communicated

  • Recommendations

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  • Action date

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  • 2.12 - MOT

  • Scope of audit criteria:
    score vs target, all failures communicated with relevant action plans in place, quality checks in place

  • Recommendations

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  • Action date

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  • 2.13 - S24HR attendance/SLA/Roadsite repair

  • Scope of audit criteria:
    scores vs MB targets, action plans in place

  • Recommendations

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  • Action date

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  • 2.14 - Net profit YTD

  • Scope of audit criteria:
    vs budgets, performance action plans in place, exceptions understood with action plans and communication

  • Recommendations

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  • Action date

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  • 2.15 - Nominated blue chip customers debtors

  • Scope of audit criteria:
    full understanding, aged debts being actioned, list up to date

  • Recommendations

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  • Action date

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  • 2.16 - Marketing strategy & customers visit plans

  • Scope of audit criteria:
    awareness of top ten customers, prospecting plans in place, customer visits in place, seasonal campiagns

  • Recommendations

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  • 2.17 - Service care sales

  • Scope of audit criteria:
    number of contract sales, sales method in place, service advisors engaged

  • Recommendations

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  • Action date

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3.0 - Workshop process and quality

  • 3.1 - Rectification

  • Scope of audit criteria:
    current financial position in accounts, evidence of manager awareness and action taken, any trend indentified

  • Recommendations

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  • Action date

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  • 3.2 - Loading process

  • Scope of audit criteria:
    hours loaded accurately, forward planning in place,stopped jobs being prioritised correctly

  • Recommendations

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  • Action date

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  • 3.3 - Truckfile

  • Scope of audit criteria:
    zero overdue, sign off completed within time, rebooks for defects in place

  • Recommendations

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  • Action date

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  • 3.4 - Deadline times

  • Scope of audit criteria:
    all accurately loaded and managed, red flag update communication process in place

  • Recommendations

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  • Action date

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  • 3.5 - Job card storage and process

  • Scope of audit criteria:
    job cards in correct storage trays and prioritised accuratley, zero aged job cards sitting around w/shop control office.

  • Recommendations

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  • Action date

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  • 3.6 - Capacity planning

  • Scope of audit criteria:
    work loaded in advance, hours loaded accurately and maximised against available capacity

  • Recommendations

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  • Action date

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  • 3.7 - Rebook process

  • Scope of audit criteria:
    clear evidence of rebook process

  • Recommendations

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  • Action date

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  • 3.8 - Quality checks

  • Scope of audit criteria:
    clear evidence of quality check process against target, defined Preventive maintenance quality check programme and 100% DPD completion

  • Recommendations

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  • Action date

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  • 3.9 - Technical documentation

  • Scope of audit criteria:
    all documents stored and clearly available

  • Recommendations

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  • Action date

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  • 3.10 - Preventative maintenance standards

  • Scope of audit criteria:
    evidence of staff awareness, quality system and scoring in place, carry out physical vehicle check (where possible)

  • Recommendations

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  • Action date

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  • 3.11 - BER training

  • Scope of audit criteria:
    evidence of management of training docs in place, full compliance to BER requirements

  • Recommendations

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  • Action date

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  • 3.12 - PDP plans

  • Scope of audit criteria:
    all in place and clearly managed and updated accordingly

  • Recommendations

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  • Action date

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  • 3.13 - Goodwill spend

  • Scope of audit criteria:
    current financial position in accounts, evidence of manager awareness and action taken, any trend indentified

  • Recommendations

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  • Action date

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Finish

Finish

  • Auditors signature

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