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5S Audit Form (Draft) 12-10-09 Rev4 NL
5S Audit Form (Draft) 12-10-09 Rev4 NL
Area Supervisor
Employee Interviewed:
Audit Team Members
Date Performed:
1
Overall Score
XX
Straighten: Do the items that are needed have a conveniently located, visually designated
2 homes? When not in use, are they returned to their home?
Comments on # 2:
Shine: Are the machines, work stations, floors, walls and all items in the area clean, free from
3 clutter and properly maintained? Are checklists posted and up to date?
Comments on # 3:
Standardize: Team has established and documented standards on sort, straighten, and shine
4 (checklist). Are current standards being followed, reviewed and improved upon?
Comments on # 4:
Sustain: Have Sort-Straighten-Shine-Standardize been fully implemented and functioning well?
5 Are past audits posted and used for improvement?
Comments on # 5:
Visual Controls: Are visual aides in use, up to date and effective in telling how the area is
6 performing, what problems are occurring and what improvements are being made?
Comments on # 6:
7
Standard Work: Do Standard Work and Work Instructions exist for the area? Are they posted,
8 in use, followed, understood, and updated regularly.
Comments on # 8:
Continuous Flow: Has continuous flow been established where possible? Does the line move
9 at a steady pace based on Takt? Are standard WIP Levels established and followed?
Comments on # 9:
Cross training - Job Rotation: Are employees skilled at many different jobs in the area and out.
10 Are these skills documented on a skills matrix? Is there a regular job rotation schedule.
Comments on # 10:
Quality: Are quality control concepts in place? Is there evidence of defect tracking or other
11 process recording? Are metrics posted? Are defects addressed, not passed on?
Comments on #11:
Material Flow: Are parts replenished when they are needed, where they are needed in the
12 quantities needed, and presented to the operator as needed without disruption?
Comments on # 12:
Lean Leadership: Is a Lean Management system in place that utilizes: 1. Leader Standard
13 Work 2. Visual Controls 3. Daily Accountability 4. Discipline.
Comments on # 13:
Employee Engagement: Are employees actively participating in continuous improvement
14 efforts (5S team, idea boards, root cause for variation, DLS workshops, update SW, ect)?
Comments on # 14:
Other Lean Tools or General Comments? Are there other Lean Concepts, principles or tools
15 have been implemented in the area? How have these tools improved performance?
Comments on #15:
Score
2 3 4
Scoring Key:
NA = Not applicable to this area (do not count in total possible score)
0 = No Evidence of implementation.
1 = Some Evidence but major gaps.
2 = Implemented and conforming in about 1/2 of the areas where applicable.
3 = Established and conforming in most areas with some gaps, little or no improvement activities.
4 = Only a Few Minor Gaps Remain and good improvement efforts & use of other Lean tools.
5 = Excellent 5S-Lean Conformance with Substantial Improvement Activities with Employee Involvement.
Audit Team: Refer to details below for explanation of each question. If further clarification or examples are
needed ask supervisors or lean coordinator. The audit is a too for improvement so include clear comments and
conduct employee interviews to understand what has been done and why.
Comments: Include specific gaps, exceptional and below standard examples as well as ideas for improvement.
Employee Interview (EI): Interview an employee or two from the area to better understand how Lean & 5S are
working in the area. (You do not need to ask all questions, just when you need to get a better understanding of
where they are.)
Audited Team: Corrective Action should be taken for scores of 0 or 1. Consider all suggestions and ideas.
1. Sort
2. Straighten
3. Shine
4. Standardize
5. Sustain
6. Visual Controls
7. Safety
8. Standard Work
9. Continuous Flow
10. Training-Rotation
11. Quality