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296 Shell
296 Shell
Welcome!
Thank you for your interest in conducting Shell evaluations. We've created this manual to help you learn more about the mystery shopping process for Shell, including the changes that have been made for 2013. Please read the manual thoroughly and carefully. Once you have finished reading this manual, proceed to the virtual tour and certification test. Remember, you can always refer to this manual at anytime!
NOTE: You need to allow enough time to complete the evaluation within the given time frame. For example, if the timeframe says 4pm 7pm you must start the evaluation no earlier than 4pm and have it completed no later than 7pm.
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Safety Guidelines
Before we start lets review the safety guidelines: 1. You should never use your cell phone while driving or at the service station. 2. You must never smoke while at the service station. 3. You must switch off your engine before you start filling your car. 4. You must never drive while under the influence of alcohol or drugs. 5. You must be aware of traffic movements at all times as you move around the service station.
And remember there are often a lot of vehicles moving around the forecourt in a relatively small space. Please remain aware of traffic movements at all time and stay safe.
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Going Alone
Before we start on the evaluation details, it is important to stress how important it is that you complete your evaluation alone. This is for two reasons. 1. It is very easy to be distracted when you have even one other passenger. You might be talking to them and miss the signage indicating an out of order pump, etc. 2. The second reason is that at a full service outlet, staff might be reluctant to interrupt a conversation to mention any of the special offers, etc. on which they are being assessed. Their good manners might mean that they lose points.
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Do not include factors such as pricing or location. Try to keep your responses consistent with what you have reported on in the questionnaire. (If something happens that affects your response and is not covered in the questionnaire, please explain this fully in the comment field).
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Q:
As you approach the site, you need to assess if it is easily and clearly identifiable as a Shell site.
Answer No if, as you approach, the signage is obscured or blocked in any way. Of if it is not functioning properly and therefore is not easy to see. Or if it is so dirty that it is difficult to read. Or, of course, if you dont see any Shell signage as you approach.
Q:
As you drive onto the site, observe whether you are able to do so safely and without impediment.
Answer No if traffic direction is not clearly indicated (this may be by entry and exit signage or by arrows either in sign form or painted on the forecourt surface) or, at full service stations, it may be by direction from the attendant. Also answer No if there is traffic or some other obstruction blocking your path
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On your first impression observe whether the forecourt area is free of weeds (and excessive snow or ice in winter), litter, excessive oil spills and whether the rubbish/ trash bins are not filled or overflowing.
Q:
Forecourt is clean
Use reasonable discretion when assessing the forecourt area: Assess as a casual observation dont go looking for weeds, litter, etc. Mark as clean if there are only 3 or fewer weeds or pieces of litter Mark as clean if a spill is clearly fresh or is being attended to Do not penalise on windy days where litter is likely to be constantly blowing onto the site
Weeds in Landscape
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Check whether the lighting is appropriate for the time of day. Consider whether street lighting (if any) is on. Answer No if lighting is on, but some globes/ lights are not working.
Considering the time and conditions, were you quickly and easily able to drive up to an operational pump? For this question, you need to take into account the time and conditions. In some markets, long queues are common on certain days or under certain conditions. You should not penalise the site under those sorts of circumstances. Answer No if, taking time and conditions into account, you had to wait in the queue for an unacceptable time. Or if the pump you originally approached or were directed to was not working and: NOT marked with clear, printed Out of Order sign NOT Bagged with a plastic bag indicating it cant be use NOTE: Please be sure that the pump is actually not working and that the problem is not just caused by a delay in the attendant activating the pump.
Q:
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At the Pumps
There are three things that you need to check at the pump islands. If this is a full serve station you can do this while waiting for the attendant, or while the attendant is fuelling the car. If it is self serve, have a quick glance around while putting fuel in the tank. Is the pump free from dirt and damage? This is not intended to assess if the pump is spotlessly clean, rather that it is acceptably clean free of excessive dust, oil or grease stains and that the nozzle handle can be used without getting your hands dirty. Similarly, it should be free of obvious damage. Do not penalise for minor amounts of dirt or small paint scrapes, etc.
Q:
Is any mechanical issue in using the pump? Is there excessive clicking or does the trigger stick or the pump keep switching off? is the fuel slow to dispense (after initialisation of the pump)? does the fuel gauge appear to be working properly? NOTE: This is different to the questions about the pump(s) being Out of Order which means not working at all. In this case, the pump is working, but not properly, or at full efficiency.
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Whether all pump island amenities are in place: Paper towel Rubbish bin Gloves (if there are diesel pumps on the pump island)
Squeegee and clean water facilities - NOTE: In cold conditions, if there is no water at island, it should be available in the shop. In this case there should be a printed sign at the pump island. All of these should be available at the pump, but do not penalise if they are being used by another customer. NOTE: At some sites, not all forecourt amenities will be available. Please check your shopping instructions to see which amenities you should assess.
Q:
Were there air and/ or water facilities at the site? Were they clean and functioning/ operational? You can check for this while you are filling the car (or waiting for the attendant) or while you are walking to and from the shop. Normally these facilities will not be located on the pump island, but rather towards the edge of the site. You do not need to use the facilities to see if they are working. Answer No if they are signed as being Out of Order. Respond to the cleanliness question on casual observation only.
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Getting Fuel
You must put fuel into your vehicle. The minimum amount of fuel you need to purchase will be specified in your shopping instructions. Shell evaluations can be divided into 2 categories: Full-serve - where a forecourt attendant serves you and fills your car with fuel Self-serve - where you fill your vehicle with fuel yourself
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First Impressions
Q: You need to check whether the forecourt attendant who served you
Was wearing a clean uniform and readable name badge. Answer No if the attendant was not wearing a clean Shell branded uniform and a readable name tag. If the attendant is wearing a safety or promotional vest, the name badge should be on the outside. NOTE: There are a number of different types of Shell uniform, including some promotional tshirts, vests, etc. Check to see if the Shell pecten is on the shoulder.
Offered a welcome and greeting For Yes, forecourt attendant must offer courteous greeting. This may be as simple as saying Hi. Answer No if they just ask about what fuel you want, etc. with no greeting at all. Gave a farewell. At the end of the interaction, the forecourt attendant must offer a farewell. This may be a simple thank you, or similar.
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Offer
There are three offers which the forecourt attendant should make. You must listen closely to see if the attendant mentions any of these offers.
Q: The first concerns up-selling to the premium fuel grade and/ or the maximum amount of fuel.
To assess this correctly you MUST please wait until the forecourt attendant asks which fuel you want and how much before placing your order. Then note whether they: Mention a differentiated fuel the premium grade fuels such as V-Power, V-Power diesel, Optimax, etc. Ask if you want to fill the tank
Answer No if the attendant just asks what type of fuel you want and / or how much. Answer Yes if they: Ask if you would like the premium grade fuel Mention the premium grade fuel in any other way, including drawing your attention to leaflets or posters Say something like fill her up?", Fill the tank?, etc.
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The second offer which the forecourt attendant may make is to draw your attention in any way to any additional products/ services which are available at the site. These may be: Special promotions for services such as credit card, etc. Or the attendant may mention the car wash or auto service. Or draw your attention to the lubricants on sale at the site.
Q:
Or to any in-store promotional offers relating to snacks, drinks, etc. If they mention, or draw your attention to a poster or leaflet about any offer available at the site, then this question would be Yes. NOTE: In some markets to get a yes to the offer of additional services it may be sufficient to have a poster or similar displayed on the forecourt. Please check your shopping instructions paperwork carefully to ensure you are assessing correctly.
Q: The third offer relates to free value added services such as:
Windscreen clean Oil check Other services
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There is one last thing that the forecourt attendant may mention, and that is the loyalty card offer. The question on your paperwork will ask if either the staff member who serves you in the shop OR the forecourt attendant mentions the loyalty card. You should answer Yes if: There is any mention of the loyalty card You are asked if you have a loyalty card You are offered a brochure about a loyalty card Anyone draws your attention to promotional posters, etc about the loyalty card.
Q:
Note: In order to assess this question correctly you must NOT show your loyalty card to either the forecourt attendant or the staff member in the shop until they have had a chance to ask about it.
You will be asked if you felt that the interaction you had on this visit with the forecourt attendant was genuine and sincere. For this question we are asking for your personal feeling about the interaction with the forecourt attendant. It should not be affected by anything else that occurs during the evaluation. Please do NOT include anything relating to how long you had to wait, the site facilities or anything that happens during your visit to the shop. You should use the explain Yes and explain No picklists as a guide to what it appropriate to consider in this question. Answer No if the staff member seems distracted and does not give you their full attention when talking to you. Or if they seem unfriendly, or seem to be going through the motions of offering a friendly greeting, etc. in a mechanical kind of way. Please be mindful, however, that they are working on a service station forecourt and must necessarily keep one eye on traffic movements, etc. for safety reasons.
Q:
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Forecourt attendant
You need to note the time that you first approached the payment point whether this is a payment booth on the forecourt, a payment window outside the shop, an office, a payment terminal on the pump island, or whether you pay, as in most cases you will, inside the shop.
Q: You will also be asked whether the payment transaction was completed correctly and efficiently.
Some explain no options will not apply, depending on how you pay. Please be careful about your selection.
You need to note the time that you completed your payment - that is, the time when you were given any change required and your receipt.
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Q: However you paid, you will be asked some questions about the payment facility.
Was it clean? Was it tidy and uncluttered? Was it well lit for the time of day?
Was it in full working order? Answer No if you are unable to get the automated payment terminal to work or if the staff member in the shop or payment booth has problems with the equipment when processing the payment. NOTE: If you pay in the shop then all these questions apply to the counter area and payment equipment in the shop.
Clean, uncluttered
Dirty, cluttered
Q:
Pump bagged
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The Shop
The first thing that is necessary is to assess what kind of shop facility the site has (if any). That can actually be a little more complex than you might think, depending on the time of day and the different types of sites that Shell has across the globe. Please read the following guidelines carefully. There are three options. Full shop select this if the site has a shop where you can walk in and purchase products such as drinks, snacks, etc. Kiosk this includes sites where all that is available at the time you visit is a counter front, a payment booth or a service window. If the site has a shop but at the time you visit only a night window is open, then select this option. If the site has an office where you walk in to pay, but there are no snacks, etc available for sale, then you should select this option. No shop. If there is no shop or payment building at all, and your ONLY payment options are to pay the attendant or use an automated terminal, then select this option. If there is a shop, but at the time you visit it is closed, and you cannot get access, and there is no night window, please select this option.
Q:
Payment booth assess as FULL SHOP KIOSK Night window assess as KIOSK Office assess as KIOSK
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Building exterior
You will be asked for your first impressions of the building exterior. Remember, if you have selected the kiosk/ payment window/ payment booth/ office option, this question applies to that building.
Q:
You need to observe whether, on casual observation, the building appeared: Clean including uncluttered and well presented and in good condition
Well lit (for the time of day) Answer No if the building appears dirty including graffiti, if the entrance is cluttered or if the lights are not working or any are broken.
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Product displays
You need to observe whether, on casual observation, the product displays (including the fridge/ freezer units) are well stocked. There shouldnt be any large gaps with stock missing.
Q:
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Once you have chosen an item to purchase, youre ready to proceed to the counter to complete the transaction. NOTE: Usually this will include your fuel payment, so remember to make the timings required for your fuel payment transaction. You need to note the time that you first approached the payment point whether this is a payment booth on the forecourt, a payment window outside the shop, an office, a payment terminal on the pump island, or whether you pay, as in most cases you will, inside the shop. You need to note the time that you completed your payment - that is, the time when you were given any change required and your receipt.
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NOTE: Remember that if you pay for your fuel in the shop, you need to assess the payment facility that is, the counter area.
If you pay for your fuel in the shop, then the questions about the payment facility should be answered based on the shop counter area. Was it clean? Was it tidy and uncluttered? - There should be enough space to set down a loaf of bread, or comfortably sign a credit slip, etc. Answer No if the counter is so cluttered with product displays, etc that there is not enough room to complete the payment transaction comfortably. Was it well lit for the time of day? Was it in full working order? Answer No if the staff member in the shop has problems with the equipment when processing the payment.
Q:
If you pay for your fuel in the shop, then the about whether the payment transaction was correct and efficient should be answered based on your shop transaction. Some explain no options will not apply, depending on how you pay. Please be careful about your selection.
Q:
TIP: you can only pay by cash, debit card or credit card not by cheque.
Receipt
As the transaction ends, ensure that the staff member provides you with a receipt. If you are not offered a receipt, you must ask for one!
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Q: You need to check whether the staff member who serves you in the shop:
Was wearing a clean uniform and readable name badge. Answer No if the staff member was not wearing a clean branded uniform and a readable name tag. NOTE: There are a number of different types of Shell uniform, including some promotional tshirts, etc. Check to see if the Shell pecten is on the shoulder. At an alliance site (that is, where another branded chain runs the shop, such as 7-11, SPAR, etc.) the uniform may not have Shell branding, but should have alliance branding. If there is no alliance branding the uniform MUST have Shell branding.
Uniforms including promotional and alliance branded. Alliance branded uniforms should be assessed for cleanliness only.
Offered a welcome and greeting For Yes, forecourt attendant must offer courteous greeting. This may be as simple as saying Hi. Answer No if they just ask about what fuel you want, etc. with no greeting at all. Gave a farewell. At the end of the interaction, the forecourt attendant must offer a farewell. This may be a simple thank you, or similar. You will be asked if you felt that the interaction you had on this visit with the staff member in the shop was genuine and sincere. For this question we are asking for your personal feeling about the interaction with the staff member in the shop. It should not be affected by anything else that occurs during the evaluation. Please do NOT include anything relating to how long you had to wait, the site facilities or anything that happens on the forecourt.
Q:
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Offer
There are two offers which the staff member in the shop should make. You must listen closely to see if the staff member mentions either of these offers.
Q: The first offer which the staff member in the shop may make is to draw your attention in any way
to any additional products/ services which are available at the site. These may be: Special promotions for services such as credit card, etc. Or the staff member may mention the car wash or auto service. Or draw your attention to the lubricants on sale at the site.
Or to any in-store promotional offers relating to snacks, drinks, etc. If they mention, or draw your attention to a poster or leaflet about any offer available at the site including premium grade fuel, then this question would be Yes.
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Q: The second offer which the staff member in the shop may make is to mention in any way the
loyalty card. You should answer Yes to this question if: There is any mention of the loyalty card You are asked if you have a loyalty card You are offered a brochure about a loyalty card Anyone draws your attention to promotional posters, etc about the loyalty card.
Any mention of, or reference to, the loyalty card at any point of the visit.
NOTE: Remember you should answer Yes to the loyalty card question if ANY of the staff at the site whether in the shop or on the forecourt, mentions, asks about, draws your attention in any way to the loyalty card program.
You will be asked if you felt that the interaction you had on this visit with the staff member in the shop was genuine and sincere. For this question we are asking for your personal feeling about the interaction with the staff member in the shop. It should not be affected by anything else that occurs during the evaluation. Please do NOT include anything relating to how long you had to wait, the site facilities or anything that happens on the forecourt.
Q:
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Toilet Evaluation
You will need to assess the toilet facilities at the site, or to explain why you were unable to do so. (For convenience, we suggest that you do this assessment before buying any food or drink items.) The customer toilet may have an entrance from the shop, or it may have an external entrance. In either case you are required to assess the toilet if it is available. The only valid reasons for not assessing the toilets are: There are no toilets at the site The only toilets at the site are for staff use and they would not give you access The entrance is through the shop and the shop was closed/ not accessible The toilet was locked and no key was available The toilet was out of order The toilet was closed because it was being cleaned.
In all other circumstances, you should be able to complete a toilet evaluation. If the toilet is locked, you should ask for a key. If the toilet is busy, you should wait for at least 3 minutes and then try again. If you are advised that the toilets are only for staff use, but they let you use them anyway, assess them as you normally would.
Q: You will be asked to assess whether the toilet you used was clean and the lights were working:
The floor area is clear of litter and noticeable water spills The toilet is clean (do not penalise for old stains that cannot be removed) The hand basin and mirror are free from dirt or grime Answer "Yes" if the lights are off when you enter, but you are able to switch them on.
Use discretion when assessing the cleanliness of the toilet/ restroom. Do not go looking for dirt, litter, etc. Assess only what is noticeable to the average customer. As a guideline litter would be three or more noticeable pieces of paper, etc.
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You will be asked to assess whether the toilet you used was well stocked and functioning/ operational. There is soap or a soap dispenser available A hand dryer is available and working (or paper towels are available) There should be enough toilet paper available for you to use (or else a functional cubicle hose should be available) Answer Yes if there is a sign saying paper and/ or soap is available from the cashier The toilet flushes The taps work
Q:
Timing Points
As a final reminder, the timing points for this visit are:
1: 2: 3:
When you complete the fuel transaction including receiving your change and your receipt
4:
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