Checklist template

Coffee and dispensed beverage program for convenience stores

A ready-to-use checklist with 114 items in 6 sections, covering Coffee, Fountain, Frozen beverages, Condiments, Cups and lids, Cleaning. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 114 Items
  • 96 Yes / No checks
  • 6 Scored ratings
  • 126 Points

Use this template How audits work

1. Coffee 21 items

  1. Every coffee variety listed on the coffee bar signage is brewed and available Yes / No 1 pt
  2. Each airpot, urn or thermal server shows the time it was brewed Yes / No 1 pt
  3. No coffee on the bar is older than the hold time set by company policy Yes / No 1 pt
  4. Coffee is brewed with the pre-measured pack or the grinder setting named in the brew guide Yes / No 1 pt
  5. The brew guide is posted at the brewer Yes / No 1 pt
  6. Brewer water temperature is within the range in the brew guide, per the display or a probe Yes / No 1 pt
  7. Temperature of one cup of coffee poured during the visit (°F or °C) Number
  8. Coffee tasted during the visit had no burnt or stale flavor Yes / No 1 pt
  9. Decaf is in a server with an orange or clearly marked decaf collar Yes / No 1 pt
  10. Variety tags on each server match the coffee inside Yes / No 1 pt
  11. Each airpot pumps a full cup without sputtering Yes / No 1 pt
  12. Bean-to-cup machines show no "out of beans" or "out of milk" message Yes / No 1 pt
  13. Bean hoppers on bean-to-cup machines are filled above the minimum line Yes / No 1 pt
  14. The hot water tap for tea is working Yes / No 1 pt
  15. Tea bags are stocked in each flavor on the rack Yes / No 1 pt
  16. The hot chocolate and cappuccino dispenser has powder in every hopper Yes / No 1 pt
  17. A cappuccino dispensed during the visit came out fully mixed with no clumps Yes / No 1 pt
  18. Coffee filters and pre-measured packs are stocked within reach of the brewer Yes / No 1 pt
  19. A brew schedule for peak hours is posted at the brewer Yes / No 1 pt
  20. Coffee varieties available at the time of the visit Number
  21. Freshness of coffee on the bar Rating
    • All within hold time and timed 5 pts
    • Timed, one or two past hold time 3 pts
    • Not timed or stale 1 pt

2. Fountain 21 items

  1. Every fountain valve has a flavor label matching the product connected to it Yes / No 1 pt
  2. Each flavor poured during the visit had full carbonation Yes / No 1 pt
  3. Each flavor poured during the visit had the right syrup strength, with no watery or off taste Yes / No 1 pt
  4. The syrup-to-water ratio was tested with a brix cup on the schedule set by company policy Yes / No 1 pt
  5. Date of the last brix test of the fountain Date
  6. No valve is tagged out of order, or a service call is logged for it Yes / No 1 pt
  7. Bag-in-box syrups in the back room are within their date Yes / No 1 pt
  8. Bag-in-box syrups are connected oldest date first Yes / No 1 pt
  9. A spare box is on hand for each of the top-selling flavors Yes / No 1 pt
  10. The CO2 gauge reads in the operating range Yes / No 1 pt
  11. A spare CO2 cylinder is chained upright, or the bulk tank level is above the reorder mark Yes / No 1 pt
  12. The ice dispenser drops ice without jamming Yes / No 1 pt
  13. The ice bin is filled above half Yes / No 1 pt
  14. The ice scoop for refilling the bin is stored in a clean holder outside the ice Yes / No 1 pt
  15. A fountain drink poured without ice is at 40°F (4°C) or below Yes / No 1 pt
  16. Flavor shot dispensers are filled Yes / No 1 pt
  17. Flavor shot dispensers are labeled with the flavor Yes / No 1 pt
  18. The iced tea urns show the date and time the tea was brewed Yes / No 1 pt
  19. No iced tea urn is past the hold time set by company policy Yes / No 1 pt
  20. Fountain valves out of service at the time of the visit Number
  21. Quality of fountain drinks poured during the visit Rating
    • All flavors correct 5 pts
    • One flavor flat or weak 3 pts
    • Several flavors flat or weak 1 pt

3. Frozen beverages 16 items

  1. Every barrel of the frozen beverage machine is in freeze mode with product ready to serve Yes / No 1 pt
  2. Each barrel has a flavor label matching the product inside Yes / No 1 pt
  3. Product dispensed from each barrel is thick and holds its shape in the cup Yes / No 1 pt
  4. No barrel shows a low-syrup, low-CO2 or fault light Yes / No 1 pt
  5. Defrost cycles are programmed outside peak selling hours Yes / No 1 pt
  6. Syrup for the frozen beverage machine is within its date Yes / No 1 pt
  7. The machine's air filter is free of dust Yes / No 1 pt
  8. Date of the last air filter cleaning on the frozen beverage machine Date
  9. Dispensing handles return fully without dripping Yes / No 1 pt
  10. The cleaning log shows the frozen dairy or milkshake machine, where present, cleaned at the interval set by local regulation or the manufacturer Yes / No 1 pt
  11. Mix in the frozen dairy machine hopper is at 41°F (5°C) or below Yes / No 1 pt
  12. Dome lids and wide straws for frozen beverages are stocked at the machine Yes / No 1 pt
  13. The clearance around the machine's vents is kept free of boxes and cups Yes / No 1 pt
  14. A service contact number for the frozen beverage machine is posted or kept in the equipment binder Yes / No 1 pt
  15. Frozen beverage barrels out of service at the time of the visit Number
  16. Availability of frozen beverages Rating
    • All barrels serving 5 pts
    • One barrel down 3 pts
    • Two or more barrels down 1 pt

4. Condiments 18 items

  1. Half-and-half is available in the dispenser or as portion cups on ice Yes / No 1 pt
  2. Refrigerated creamer is at 41°F (5°C) or below Yes / No 1 pt
  3. Temperature of the refrigerated creamer (°F or °C) Number
  4. Bulk creamer cartons in the dispenser carry the date they were opened Yes / No 1 pt
  5. Bulk creamer cartons are within their date Yes / No 1 pt
  6. Flavored creamer is stocked in each flavor on the planogram Yes / No 1 pt
  7. Shelf-stable creamer portion cups are within their date Yes / No 1 pt
  8. Sugar packets are stocked Yes / No 1 pt
  9. Each sweetener type on the planogram is stocked in its own bin Yes / No 1 pt
  10. Stir sticks are stocked in a dispenser that releases one at a time Yes / No 1 pt
  11. Flavor syrups for coffee have clean pumps with no crust on the spout Yes / No 1 pt
  12. Topping shakers such as cinnamon and cocoa are filled Yes / No 1 pt
  13. Topping shakers have unclogged lids Yes / No 1 pt
  14. Condiment bins are labeled Yes / No 1 pt
  15. The condiment counter has no spilled sugar or creamer pooling Yes / No 1 pt
  16. Napkin dispensers at the beverage bar are filled Yes / No 1 pt
  17. Condiment back stock is stored in the cabinet below the bar, off the floor Yes / No 1 pt
  18. Condiment bar Rating
    • Fully stocked and tidy 5 pts
    • One or two items out 3 pts
    • Many items out or messy 1 pt

5. Cups and lids 17 items

  1. Hot cups are stocked in every size on the price sign Yes / No 1 pt
  2. Cold cups are stocked in every size on the price sign Yes / No 1 pt
  3. Each hot cup size has matching lids in the dispenser directly below or beside it Yes / No 1 pt
  4. Each cold cup size has matching lids in the dispenser directly below or beside it Yes / No 1 pt
  5. Cup sleeves or double-wall cups are available for hot drinks Yes / No 1 pt
  6. Cups are dispensed rim down or from a sleeve so customers do not touch the rims Yes / No 1 pt
  7. Straws are individually wrapped or in a single-release dispenser Yes / No 1 pt
  8. Cup dispensers have no cracked or missing collars Yes / No 1 pt
  9. The price sign at the bar lists each cup size with its current price Yes / No 1 pt
  10. A cup of each size rings at the posted price on a check at the register Yes / No 1 pt
  11. Promotional or seasonal cups are in use only during their promotion dates Yes / No 1 pt
  12. Refill pricing or the refill cup policy is posted where the company offers refills Yes / No 1 pt
  13. Drink carriers for multiple cups are stocked Yes / No 1 pt
  14. Back stock of cups is stored in closed sleeves Yes / No 1 pt
  15. Back stock of the top-selling cup size covers at least the days set by company policy Yes / No 1 pt
  16. Cup sizes out of stock at the bar at the time of the visit Number
  17. Cup and lid availability Rating
    • Every size with its lid 5 pts
    • One size or lid missing 3 pts
    • Several sizes or lids missing 1 pt

6. Cleaning 21 items

  1. Fountain nozzles and diffusers were removed and soaked overnight, per the cleaning log Yes / No 1 pt
  2. Fountain nozzles are free of slime or mold when inspected by hand Yes / No 1 pt
  3. The ice chute is free of pink or black buildup Yes / No 1 pt
  4. The fountain drip tray drains freely Yes / No 1 pt
  5. The fountain drip tray grate is free of syrup residue Yes / No 1 pt
  6. Coffee servers and airpots are washed daily, with no brown film inside Yes / No 1 pt
  7. Brew baskets and spray heads are free of coffee oil buildup Yes / No 1 pt
  8. The cappuccino dispenser mixing bowls and nozzles were cleaned on schedule Yes / No 1 pt
  9. The frozen beverage machine drip tray and nozzle caps are clean Yes / No 1 pt
  10. The interior of the creamer dispenser is wiped, with no dried milk Yes / No 1 pt
  11. The ice machine bin was cleaned and sanitized on the schedule set by company policy Yes / No 1 pt
  12. Date of the last ice machine cleaning Date
  13. Water filters for the brewers and fountain were changed within the interval on the filter tag Yes / No 1 pt
  14. Date on the water filter change tag Date
  15. The beverage bar check sheet shows a wipe-down within the interval set by company policy Yes / No 1 pt
  16. The floor in front of the beverage bar is dry and not sticky Yes / No 1 pt
  17. Trash cans at the beverage bar are less than three-quarters full Yes / No 1 pt
  18. The beverage cleaning log is initialed for each of the last 7 days Yes / No 1 pt
  19. Name of the employee responsible for the beverage bar this shift Short text
  20. Overall condition of the beverage program Rating
    • Every station serving, stocked and clean 5 pts
    • Serving, with some items out or surfaces needing cleaning 3 pts
    • Equipment down or dirty dispensing parts 1 pt
  21. Corrective actions required Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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