5S Audit: Operations

Date: Auditor: Area:

# Item
1 The area is clear of unnecessary inventory/work in process (WIP).
2 All tools and equipment in the area are needed on a regular basis.
3 Any items that are not used frequently are stored out of the way.
Raw materials and component parts are within specified min/max levels or are needed for the w
4
hand.
5 Scrap and rework items are placed in designated areas and are dispositioned in a timely manne
Sort

6 Only the current needed machines, equipment, tools boxes, cabinets, shelves and chairs are in

7 Only information pertinent to the current operation is present.

8 No outdated paperwork or non-work related/unauthorized information or pictures are displayed

9 No unneeded safety equipment, cleaning supplies, fasteners, paper products, pallets or bins ar

10 Personal items are not in the work area and properly stored.
Best Possible Score = 50
Proper containers are used to dispose of trash, recycling and other disposable items. The locati
1
these is clearly marked.
2 A 5S standard (map or picture) is posted in the area and shows the layout of the space.
3 Tools and small equipment are organized and located at or close to point of use.
Set in Order

4 Portable tools and equipment are placed in their properly designated area.
5 The top of cabinets and storage units are kept clear.
6 All lights, tools and equipment are in good working order.
7 Chemicals, cleaners, flammables and other solvents are properly labeled and stored.
8 Emergency equipment and safety devices are clearly marked and maintained.
9 Emergency exits and emergency lights are properly located and in good working condition.
10 Containers are organized and are at appropriate levels.
Best Possible Score = 50
1 The walls and structural members are intact and maintained.
2 Tables and other surfaces are wiped down and free of dust, grease and debris.
3 Trash cans, recycle bins and cleaning materials are easily accessible and in good, clean conditi
4 Equipment is clean and in good working condition.
Shine

5 Insides of closets, cabinets, desks, shelves, tool boxes and other storage locations are clean.
6 The work area is properly lighted.
7 Visual information and posted materials are up to date, neat, clean and legible.
8 All tools are clean and in good condition.
9 All pipes, hoses, lights, fans and overhead beams are clean.
10 Employees are taking responsibility for cleaning up their own messes.
Best Possible Score = 50
 1 Visual Standards for signs, marks and labels are posted in the area, implemented and maintain
2 Shadow boards are maintained.
3 Visual controls for safety, cleaning & inspection are in place.
4 Everything requiring floor, yard or work surface space has been marked, labeled and is in place
Standardize

5 Switches and the contents of closets, cabinets, drawers and other units are labeled correctly.

6 Everything in drawers, cabinets and shelves is labeled with min/max levels and reorder points

7 Material & supply locations are identified and clearly visible.

8 Instructions and guidelines are available and maintained for the use of equipment.
9 If restrictions apply in the area, they are clearly posted and the area is secure.
Tool locations are shadowed for easy recognition and placement. (For tools in cabinets or
10
toolboxes/joboxes, pictures show the correct placement of tools).
Best Possible Score = 50
1 Responsibility for the area is clearly identified and visible.
2 A procedure is in place for the maintenance and/or updating of equipment.

3
A procedure is in place for replenishing supplies with min/max levels identified and reviewed pe

4 There is a checklist that indicates what users must do to return the space to the expected stan
cleaning schedule is posted and followed.
Sustain

5 A regularly scheduled 5S audit is performed with corrective actions identified, tracked and post
6 Managers review the audit process and provide feedback.
7 A Preventive Maintenance program is in place and employees are participating.
Visual Management displays accurate, current information such as Status Boards, Corrective Ac
8
Tracking, etc.
9 Aisles, roads and walk-ways are clearly marked and kept clear.
10 Anomalies to the 5S goals are followed up on and corrective actions are put in place.
Best Possible Score = 50
Best Possible Score = 250
Score each item from 1 to 5, 5 being the best. See the score definition sheet for as
 it: Operations

Item Score
in process (WIP).
on a regular basis.
d out of the way.
specified min/max levels or are needed for the work at

d areas and are dispositioned in a timely manner.

tools boxes, cabinets, shelves and chairs are in the area.

ion is present.
uthorized information or pictures are displayed.

es, fasteners, paper products, pallets or bins are present.

perly stored.
Best Possible Score = 50 Score
ecycling and other disposable items. The location of

area and shows the layout of the space.

cated at or close to point of use.
r properly designated area.
lear.
ing order.
ents are properly labeled and stored.
early marked and maintained.
erly located and in good working condition.
levels.
Best Possible Score = 50 Score
d maintained.
ree of dust, grease and debris.
are easily accessible and in good, clean condition.
on.
boxes and other storage locations are clean.

o date, neat, clean and legible.

ms are clean.
up their own messes.
Best Possible Score = 50 Score
 posted in the area, implemented and maintained.

are in place.
space has been marked, labeled and is in place.
drawers and other units are labeled correctly.

abeled with min/max levels and reorder points identified.

early visible.
aintained for the use of equipment.
posted and the area is secure.
n and placement. (For tools in cabinets or
cement of tools).
Best Possible Score = 50 Score
nd visible.
/or updating of equipment.

with min/max levels identified and reviewed periodically.

ust do to return the space to the expected standard and a

h corrective actions identified, tracked and posted.

feedback.
nd employees are participating.
nformation such as Status Boards, Corrective Action

and kept clear.

d corrective actions are put in place.
Best Possible Score = 50 Score
Total Score:
best. See the score definition sheet for assistance.
 5S Audit: Office & Common Areas
(Break Rooms, Bathrooms, Conference Rooms, etc.)

Date: Auditor: Area:

# Item
1 There is no unneeded equipment, furniture, etc. in work areas.
2 Personal items are limited, are properly stored and do not "overflow" areas.
3 The area is clear of unnecessary inventory/work in process (WIP).
4 There are no unneeded and/or outdated items on walls, bulletin boards, etc.
Sort

5 Aisles, stairways, corners are free of unneeded items or furniture.

There is no unneeded inventory of supplies, parts, materials or data. (Includes inside drawers,
6
work surfaces, shared drives and storage areas.)
Best Possible Score = 30
1 Employee personal belongings are properly stored or displayed.
2 Drawers, cabinets, work surfaces, desktops and storage areas are organized.
Set in Order

3 There is a designated location for all equipment, tools and supplies. (stapler, keyboard, etc.)
6 All lights, tools and equipment are in working order.
7 Emergency equipment and safety devices are easily accessible and maintained.
8 Emergency exits and emergency lights are properly located and in good working condition.
9 A 5S standard (map or picture) is posted in the area and shows the layout of the space.
10 Confidential information is appropriately secured.
Best Possible Score = 50
1 Walls, tables and other surfaces are wiped down and free of marks, grease and debris.
2 Trash cans, recycle bins and cleaning materials are easily accessible and in good, clean conditi
3 Documents and needed electronic files are filed daily.
Shine

4 Cabinets, desks and other storage locations are clean.

5 The work area is properly lighted.
6 Visual information and posted materials are up to date, neat, clean and legible.
Best Possible Score = 30
Labels and marks are used to indicate the correct location for equipment, tools and any movab
1
the floor.
2 Labels are used to identify switches and the contents of closets, cabinets and drawers.
Standardize

3 The insides of closets, cabinets and drawers are labeled to indicate item location and min/max

4 Frequent phone numbers are programmed or posted.

5 Instructions or guidelines are available for the use of or access to equipment and supplies.
Necessary inventory levels (electronic and physical) are identified, proper locations are marked
6
are in the correct location and reorder points have been established.
Best Possible Score = 30
1 Responsibility for the area is clearly identified and visible.
2 A procedure is in place for the maintenance and/or updating of equipment.

3 A procedure is in place for replenishing supplies with min/max levels identified and reviewed pe
Sustain

There is a checklist that indicates what users must do to return the space to the expected stan
4
cleaning schedule is posted and followed.
5 A regularly scheduled 5S audit is performed with corrective actions identified, tracked and post
6 Managers review the audit process and provide feedback.
 Best Possible Score = 30
Best Possible Score = 170
Score each item from 1 to 5, 5 being the best. See the score definition sheet for as
ce & Common Areas
ooms, Conference Rooms, etc.)

Item Score
in work areas.
nd do not "overflow" areas.
in process (WIP).
n walls, bulletin boards, etc.
tems or furniture.
ts, materials or data. (Includes inside drawers, cabinets,
)
Best Possible Score = 30 Score
ed or displayed.
storage areas are organized.
, tools and supplies. (stapler, keyboard, etc.)
der.
asily accessible and maintained.
erly located and in good working condition.
area and shows the layout of the space.
d.
Best Possible Score = 50 Score
n and free of marks, grease and debris.
are easily accessible and in good, clean condition.
daily.
clean.

o date, neat, clean and legible.

Best Possible Score = 30 Score
ct location for equipment, tools and any movable items on

tents of closets, cabinets and drawers.

labeled to indicate item location and min/max levels.

osted.
se of or access to equipment and supplies.
ical) are identified, proper locations are marked. All items
ve been established.
Best Possible Score = 30 Score
nd visible.
/or updating of equipment.

with min/max levels identified and reviewed periodically.

ust do to return the space to the expected standard and a

h corrective actions identified, tracked and posted.

feedback.
 Best Possible Score = 30 Score
Total Score:
best. See the score definition sheet for assistance.
 5S Audit: Storage Areas

Date: Auditor: Area:

# Item
1 The floor is clear of debris, stains and unnecessary and unlabeled items.
2 Fire extinguishers are located to code, with up to date inspections & visual markings.
3 Anything not needed in the area is appropriately tagged and removed according to procedures

4 Only the current needed machines, equipment, tools boxes, cabinets, shelves and chairs are in

5 All unnecessary and/or obsoleted items have been removed.

Sort

6 Parts and supplies are within specified min/max levels.

7 Only information pertinent to the current operation is present.

8 No unneeded safety equipment, cleaning supplies, fasteners, paper products, pallets or bins ar

9 Personal items are not in the work area and properly stored.
Best Possible Score = 45
1 All surfaces are uncluttered with a minimum of items neatly arranged.
2 Emergency exits are clearly identified and unobstructed.
3 The top of cabinets and storage units are kept clear.
4 A 5S standard (map or picture) is posted in the area and shows the layout of the space.
5 Tools and small equipment are organized and located at or close to point of use.
Set in Order

6 Portable tools and equipment are placed in their properly designated area.
Proper containers are used to dispose of trash, recycling and other disposable items. The locati
7
these is clearly marked.
8 All lights, tools and equipment are in good working order.
9 Chemicals, cleaners, flammables and other solvents are properly labeled and stored.
10 Emergency equipment and safety devices are clearly marked and maintained.
11 Emergency exits and emergency lights are properly located and in good working condition.
12 Containers are organized and are at appropriate levels.
Best Possible Score = 60

1 The floors and all surfaces are clean and kept clear of dust, debris, dirt, oil, grease and contam

2 The walls and structural members are intact and maintained.

3 Trash cans, recycle bins and cleaning materials are easily accessible and in good, clean conditi
Shine

4 The work area is properly lighted.

5 Visual information and posted materials are up to date, neat, clean and legible.
6 All tools are clean and in good condition.
7 All pipes, hoses, lights, fans and overhead beams are clean.
8 Employees are taking responsibility for cleaning up their own messes.
Best Possible Score = 40
 1 Labels and marks are used to indicate the correct location for equipment, tools, and movable it

2 Visual Standards for signs, marks and labels are posted in the area, implemented and maintain
3 Visual controls for safety, cleaning & inspection are in place.
Standardize

4 Action plans are clearly posted and follow-up to the open actions is apparent.
5 Switches and the contents of closets, cabinets, drawers and other units are labeled correctly.

6 Everything in drawers, cabinets and shelves is labeled with min/max levels and reorder points

7 If restrictions apply in the area, they are clearly posted and the area is secure.
8 Instructions and guidelines are available and maintained for the use of equipment.
9 Items needed to complete typical work in the area can be found quickly.
Best Possible Score = 45
1 Responsibility for the area is clearly identified and visible.
2 A procedure is in place for the maintenance and/or updating of equipment.

3
A procedure is in place for replenishing supplies with min/max levels identified and reviewed pe

4 There is a checklist that indicates what users must do to return the space to the expected stan
Sustain

cleaning schedule is posted and followed.

5 A regularly scheduled 5S audit is performed with corrective actions identified, tracked and post
6 Managers review the audit process and provide feedback.
7 Aisles, roads and walk-ways are clearly marked and kept clear.
Visual Management displays accurate, current information such as Status Boards, Corrective Ac
8
Tracking, etc.
9 Anomalies to the 5S goals are followed up on and corrective actions are put in place.
Best Possible Score = 45
Best Possible Score = 235
Score each item from 1 to 5, 5 being the best. See the score definition sheet for as
 Storage Areas

Item Score
ary and unlabeled items.
o date inspections & visual markings.
y tagged and removed according to procedures.

tools boxes, cabinets, shelves and chairs are in the area.

en removed.
levels.
ion is present.

es, fasteners, paper products, pallets or bins are present.

perly stored.
Best Possible Score = 45 Score
tems neatly arranged.
structed.
lear.
area and shows the layout of the space.
cated at or close to point of use.
r properly designated area.
ecycling and other disposable items. The location of

ing order.
ents are properly labeled and stored.
early marked and maintained.
erly located and in good working condition.
levels.
Best Possible Score = 60 Score

ear of dust, debris, dirt, oil, grease and contamination.

d maintained.
are easily accessible and in good, clean condition.

o date, neat, clean and legible.

ms are clean.
up their own messes.
Best Possible Score = 40 Score
ct location for equipment, tools, and movable items.

posted in the area, implemented and maintained.

are in place.
the open actions is apparent.
drawers and other units are labeled correctly.

abeled with min/max levels and reorder points identified.

posted and the area is secure.

aintained for the use of equipment.
ea can be found quickly.
Best Possible Score = 45 Score
nd visible.
/or updating of equipment.

with min/max levels identified and reviewed periodically.

ust do to return the space to the expected standard and a

h corrective actions identified, tracked and posted.

feedback.
and kept clear.
nformation such as Status Boards, Corrective Action

d corrective actions are put in place.

Best Possible Score = 45 Score
Total Score:
best. See the score definition sheet for assistance.