5S Checklist - _________ Area
Area:
Audited By:
Date:
Previous Score:
Sort
needed, throw the rest out!"
Check Item
Guidance
Signage & Standards
Are there items such as obsolete or unused signage & documentation on walls, floors, ceilings within the area?
General Work Area
Is there any unused or surplus equipment in the area? Is there obsolete or duplicated storage media in the area? Are
individuals' desktops, drawers, cabinets cluttered up with unneeded papers, samples etc ?
Information Areas &
Documentation
Are notice boards or similar current with regard to content ? Is there duplication of information in individuals work area? Are
there items in the area which require archiving or have exceeded there lifetime?
Visual Controls
Is it obvious which items are marked as unnecessary. Has a "Red Tag" exercise or similar been conducted or recently
concluded?
Habitual Behavior
Is uncontrolled personal equipment or belongings in the direct work areas? (eg coats on chairs) Is there discarded Personal
Protective Equipment within the area?
Store
everything in its place!"
Signage & Standards
Is there a 5S map or layout for the work area that clearly identifies the workplace geography including: walkways, processes,
storage, personnel, contact details, desks, equipment, recycling, information areas etc. (consider floor marks, barriers)
General Work Area
Are any items stored in a manner that obstructs or hinders the use of fire equipment & escapes? Is the workplace arranged
ergonomically & efficiently so as to minimise fatigue, distraction, & non value added activities.
Information Areas &
Documentation
Are files & other media arranged in a manner that ensures repetition of storage with no duplication? Is it clear which items
are in use? Is there a process to ensure that archived documentation or similar is readily retrievable? (inc electronic media)
Visual Controls
Are storage areas (e.g. racks, cabinets, floors) clearly identified as to their content. Is it indicated what goes where? Do
locations for storage have owners? Are walkways clearly identified? Do flat surfaces have items that do not belong?
10
Habitual Behavior
Are appropriate facilities provided to store personal equipment away from the workspace that is both safe & where
necessary accessible? Are facilities provided for the control & display of items in an individuals work area?
reveal problems & improve the
environment!"
Shine
Sub Total
11
Signage & Standards
Are the schedules & responsibilities defined for the cleaning & checking of the area to promote workplace organisation &
improvement? Is there a policy to promote sharing of tasks & individual involvement in the process?
12
General Work Area
Is the workplace & equipment kept clean & free from uncontrolled waste? Are the insides of cabinets & drawers kept free
from clutter? Are internal or external service contracts in place & known for maintenance of equipment & the environment?
13
Information Areas &
Documentation
Are information areas & notice boards kept up to date, orderly & regularly reviewed? Are document expiry times shown? Are
owners of information displays known & obvious? Is there a system to ensure that these items are maintained?
14
Visual Controls
Are Floor areas clean, undamaged (e.g. shiny) without slip, trip, or quality hazard? Include underneath desks, equipment &
archive areas. Consider the effects of water, oil, waste, holes, cables etc.
15
Habitual Behaviour
Do persons habitually clean there area without being told? Are personal waste bins allowed to overflow?
Standardise
"Apply common standards & visual
management to the area!"
Sub Total
16
Signage & Standards
Is the workplace visual in its control methods, are these methods easy to understand & follow, are they standard in
appearance ? Are Information Centres or Team Boards used as a focal point for information. Do these promote a Team
ethos?
17
General Work Area
Is the climate set to provide suitable work conditions such as temperature, humidity & lighting. Is the area ventilated well
enough to be clear of heavy dust & odors, (clean to breath). Is the angle & intensity of light adequate for the work being
done?
Is there a clear & visual improvement plan that drives performance improvement. Are associated measures visual. Is the
story of the area told?
19
Information Areas &
Documentation
Visual Controls
20
Habitual Behaviour
Do people wear clothing which is clean & undamaged? Does work ware promote belonging and a Team methodology? Is
Personal Protective Equipment worn as prescribed?
21
Signage & Standards
Are people within the area trained in key procedures & practices? This includes 5S principles. Are procedures up to date &
regularly reviewed?
22
General Work Area
Information Areas &
Documentation
Are tools, equipment, materials and information being stored correctly?
18
Are the first 3S being maintained. Are we operating within the rules that we set & agreed?
Sub Total
Stick To
Sustain /Shitsuke: "Make
Standardize /Seiketsu:
Rating
No
Sub Total
the 5S system part of everyday life!"
Shine/ Seiso: "Clean & Check to
Store /Seiton: "A place for everything &
Sort / Seiri: "Keep what is
5S
N/A
23
Are Team Activity Boards & Information Centres up to date & regularly reviewed?
24
Visual Controls
Is the standard for visual control common across all 5S areas? Are fonts, styles, identifications, reports, naming conventions,
maps, colour schemes, corporate identity, lighting etc, appropriately styled?
25
Habitual Behaviour
Is the team proactive in the management of the workplace & its environment. Is the entire team compliant in the agreed rules
? Are targets agreed & achieved by the team as planned. Does the Team assemble for activities at the agreed time & place.
Sub Total
Total
Condition Observed
4 = Very Bad - (Above 7 problems)
1 = Good - (1-2 problems)
3 = Bad - (5-6 problems)
0 = Very Good - ( - Perfect Conditions)
2 = OK - (3-4 problems)
Also consider the severity of the issue in the area when scoring.
5S Checklist - _________ Area
Area:
Audited By:
Date:
Previous Score:
Sort
rest out!"
Store
Store /Seiton: "A place for everything & everything in its
place!"
Shine
improve the environment!"
Standardise
Shine/ Seiso: "Clean & Check to reveal problems &
Guidance
Signage & Standards
Are there items such as obsolete or unused signage & documentation on walls, floors, ceilings within the area?
General Work Area
Is there any unused or surplus equipment in the area? Is there obsolete or duplicated storage media in the area? Are
individuals' desktops, drawers, cabinets cluttered up with unneeded papers, samples etc ?
Information Areas &
Documentation
Are notice boards or similar current with regard to content ? Is there duplication of information in individuals work area? Are
there items in the area which require archiving or have exceeded there lifetime?
Visual Controls
Is it obvious which items are marked as unnecessary. Has a "Red Tag" exercise or similar been conducted or recently
concluded?
Habitual Behaviour
Is uncontrolled personal equipment or belongings in the direct work areas? (eg coats on chairs) Is there discarded Personal
Protective Equipment within the area?
X
X
4
10
3 2 1
Signage & Standards
Is there a 5S map or layout for the work area that clearly identifies the workplace geography including: walkways, processes,
storage, personnel, contact details, desks, equipment, recycling, information areas etc. (consider floor marks, barriers)
General Work Area
Are any items stored in a manner that obstructs or hinders the use of fire equipment & escapes? Is the workplace arranged
ergonomically & efficiently so as to minimise fatigue, distraction, & non value added activities.
Information Areas &
Documentation
Are files & other media arranged in a manner that ensures repetition of storage with no duplication? Is it clear which items
are in use? Is there a process to ensure that archived documentation or similar is readily retrievable? (inc electronic media)
Visual Controls
Are storage areas (e.g. racks, cabinets, floors) clearly identified as to their content. Is it indicated what goes where? Do
locations for storage have owners? Are walkways clearly identified? Do flat surfaces have items that do not belong?
10
Habitual Behaviour
Are appropriate facilities provided to store personal equipment away from the workspace that is both safe & where
necessary accessible? Are facilities provided for the control & display of items in an individuals work area?
11
Signage & Standards
Are the schedules & responsibilities defined for the cleaning & checking of the area to promote workplace organisation &
improvement? Is there a policy to promote sharing of tasks & individual involvement in the process?
12
General Work Area
Is the workplace & equipment kept clean & free from uncontrolled waste? Are the insides of cabinets & drawers kept free
from clutter? Are internal or external service contracts in place & known for maintenance of equipment & the environment?
13
Information Areas &
Documentation
Are information areas & notice boards kept up to date, orderly & regularly reviewed? Are document expiry times shown? Are
owners of information displays known & obvious? Is there a system to ensure that these items are maintained?
14
Visual Controls
Are Floor areas clean, undamaged (e.g. shiny) without slip, trip, or quality hazard? Include underneath desks, equipment &
archive areas. Consider the effects of water, oil, waste, holes, cables etc.
15
Habitual Behaviour
Do persons habitually clean there area without being told? Are personal waste bins allowed to overflow?
Sub Total
visual management to the area!"
Standardize /Seiketsu: "Apply common standards &
Check Item
Sub Total
13
16
Signage & Standards
Is the workplace visual in its control methods, are these methods easy to understand & follow, are they standard in
appearance ? Are Information Centres or Team Boards used as a focal point for information. Do these promote a Team
ethos?
17
General Work Area
Is the climate set to provide suitable work conditions such as temperature, humidity & lighting. Is the area ventilated well
enough to be clear of heavy dust & odours, (clean to breath). Is the angle & intensity of light adequate for the work being
done?
18
Information Areas &
Documentation
Is there a clear & visual improvement plan that drives performance improvement. Are associated measures visual. Is the
story of the area told?
19
Visual Controls
Are the first 3S being maintained. Are we operating within the rules that we set & agreed?
20
Habitual Behaviour
Do people wear clothing which is clean & undamaged? Does work ware promote belonging and a Team methodology? Is
Personal Protective Equipment worn as prescribed?
Sub Total
Stick To
Stick to /Shitsuke: "Make the 5S system part of
Rating
No
Sub Total
everyday life!"
Sort / Seiri: "Keep what is needed, throw the
5S
N/A
2
0
18
0 0
12 6
21
Signage & Standards
Are people within the area trained in key procedures & practices? This includes 5S principles. Are procedures up to date &
regularly reviewed?
22
General Work Area
Are tools, equipment, materials and information being stored correctly?
23
Information Areas &
Documentation
Are Team Activity Boards & Information Centres up to date & regularly reviewed?
24
Visual Controls
Is the standard for visual control common across all 5S areas? Are fonts, styles, identifications, reports, naming conventions,
maps, colour schemes, corporate identity, lighting etc, appropriately styled?
25
Habitual Behaviour
Are the team proactive in the management of the workplace & its environment. Are all the Team compliant in the agreed
rules ? Are targets agreed & achieved by the team as planned. Does the Team assemble for activities at the agreed time &
place.
Sub Total
Total
Condition Observed
4 = Very Bad - (Above 7 problems)
1 = Good - (1-2 problems)
3 = Bad - (5-6 problems)
0 = Very Good - ( - Perfect Conditions)
2 = OK - (3-4 problems)
Also consider the severity of the issue in the area when scoring.
8
2 2
51
Area:
5S Audit - Radar Chart
20
15
10
10
13
0
2
Audited By:
18
Date: 30-Dec-99
Total
51
Previous Score: N/A
5S Observations - Office
5S No
Guidance
Are there items such as obsolete or unused signage &
Store
Sort
1 documentation on walls, floors, ceilings within the area?
Is there any unused or surplus equipment in the area?
Is there obsolete or duplicated storage media in the
area? Are individuals' desktops, drawers, cabinets
cluttered up with unneeded papers, samples etc ?
Are notice boards or similar current with regard to
content ? Is there duplication of information in
individuals work area? Are there items in the area
which require archiving or have exceeded there
lifetime?
Is it obvious which items are marked as unnecessary.
Has a "Red Tag" exercise or similar been conducted or
recently concluded?
Is uncontrolled personal equipment or belongings in the
direct work areas? (eg coats on chairs) Is there
discarded Personal Protective Equipment within the
area?
Is there a 5S map or layout for the work area that
clearly identifies the workplace geography including:
walkways, processes, storage, personnel, contact
details, desks, equipment, recycling, information areas
etc. (consider floor marks, barriers)
Are any items stored in a manner that obstructs or
hinders the use of fire equipment & escapes? Is the
workplace arranged ergonomically & efficiently so as to
minimise fatigue, distraction, & non value added
activities.
Are files & other media arranged in a manner that
ensures repetition of storage with no duplication? Is it
clear which items are in use? Is there a process to
ensure that archived documentation or similar is readily
retrievable? (inc electronic media)
Are storage areas (e.g. racks, cabinets, floors) clearly
identified as to their content. Is it indicated what goes
where? Do locations for storage have owners? Are
walkways clearly identified? Do flat surfaces have items
that do not belong?
Are appropriate facilities provided to store personal
equipment away from the workspace that is both safe &
10 where necessary accessible? Are facilities provided for
Shine
the control & display of items in an individuals work
area?
11
Are the schedules & responsibilities defined for the
cleaning & checking of the area to promote workplace
organisation & improvement? Is there a policy to
promote sharing of tasks & individual involvement in the
process?
12
Is the workplace & equipment kept clean & free from
uncontrolled waste? Are the insides of cabinets &
drawers kept free from clutter? Are internal or external
service contracts in place & known for maintenance of
equipment & the environment?
13
Are information areas & notice boards kept up to date,
orderly & regularly reviewed? Are document expiry
times shown? Are owners of information displays
known & obvious? Is there a system to ensure that
these items are maintained?
Observations
S
Standardise
Stick to
14
Are Floor areas clean, undamaged (e.g. shiny) without
slip, trip, or quality hazard? Include underneath desks,
equipment & archive areas. Consider the effects of
water, oil, waste, holes, cables etc.
15
Do persons habitually clean there area without being
told? Are personal waste bins allowed to overflow?
16
Is the workplace visual in its control methods, are these
methods easy to understand & follow, are they standard
in appearance ? Are Information Centres or Team
Boards used as a focal point for information. Do these
promote a Team ethos?
17
Is the climate set to provide suitable work conditions
such as temperature, humidity & lighting. Is the area
ventilated well enough to be clear of heavy dust &
odours, (clean to breath). Is the angle & intensity of light
adequate for the work being done?
18
Is there a clear & visual improvement plan that drives
performance improvement. Are associated measures
visual. Is the story of the area told?
19
Are the first 3S being maintained. Are we operating
within the rules that we set & agreed?
20
Do people wear clothing which is clean & undamaged?
Does work ware promote belonging and a Team
methodology? Is Personal Protective Equipment worn
as prescribed?
21
Are people within the area trained in key procedures &
practices? This includes 5S principles. Are procedures
up to date & regularly reviewed?
22
Are tools, equipment, materials and information being
stored correctly?
23
Are Team Activity Boards & Information Centres up to
date & regularly reviewed?
Is the standard for visual control common across all 5S
areas? Are fonts, styles, identifications, reports, naming
24 conventions, maps, colour schemes, corporate identity,
lighting etc, appropriately styled?
25
Are the team proactive in the management of the
workplace & its environment. Are all the Team
compliant in the agreed rules ? Are targets agreed &
achieved by the team as planned. Does the Team
assemble for activities at the agreed time & place.
