5S Methodology

Template

5S Methodology Template is a system for organizing spaces so work can be performed efficiently, effectively, and safely. This system focuses on putting everything where it belongs and keeping the workplace clean, which makes it easier for people to do their jobs without wasting time or risking injury.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

New audit

 

  • 1. Department

  • 2. Department Manager

  • 3. Due Date

Next Audits

 

  • 1. Auditor

  • 2. Audit Date

1S - Sort

 

  • 1. Only have equipment, tools, supplies & materials that are needed for the job

    • Yes
    • No
  • 2. Areas under desks are clear of boxes, bins and personal items.

    • Yes
    • No
  • 3. All walls are clean, free of dirt and smudges and holes. Air vents are clean.

    • Yes
    • No
  • 4. All postings and displays current and up to date.

    • Yes
    • No
  • 5. Action Plan

2S - Set in order

 

  • 1. Correct places for items are obvious & items are in their correct places.

    • Yes
    • No
  • 2. All desktops, tables and shelves are clean, sorted and organized.

    • Yes
    • No
  • 3. All Desktop file holders labeled for proper content and neatly organized.

    • Yes
    • No
  • 4. Shelves are only used for storage of books, files, and folders.

    • Yes
    • No
  • 5. Action Plan

3S - Shine

 

  • 1. Floors, walls, and desk sufaces are free of dirt, and excess paper work.

    • Yes
    • No
  • 2. Cleaning materials are easily accessible.

    • Yes
    • No
  • 3. No scrap or parts are on floor or desktops.

    • Yes
    • No
  • 4. Lines, signs, etc., are clean and unbroken.

    • Yes
    • No
  • 5. Action Plan

4S - Standardize

 

  • 1. Best practices, visual aides, labels, designated to keep desks clean and organized are implemented.

    • Yes
    • No
  • 2. All common areas/meeting rooms for this department adhere to 5S's and have a process to maintain the system.

    • Yes
    • No
  • 3. Paper recycling bins are used. No paper is found in trash cans.

    • Yes
    • No
  • 4. Items can be located in 30 seconds.

    • Yes
    • No
  • 5. Action Plan

5S - Systematize

 

  • 1. There is a visible "shine" system in place and evidence of it being followed.

    • Yes
    • No
  • 2. There is an action item list visible, assigning responsibility for open issues.

    • Yes
    • No
  • 3. All personal belongings are neatly stored.

    • Yes
    • No
  • 4. People know the plan of cleanliness and organization.

    • Yes
    • No
  • 5. Action Plan

Done

 

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