5S OFFICE AUDIT SHEET

5S OFFICE AUDIT SHEETCATEGORY CRITERIA

Sort Distinguish between what is needed and not needed 1 2 3 4 Scale / # ProblemsProcedures are established to identify unnecessary items High - 5 or moreUnneeded equip., storage, furniture, etc. exist 3-4Unneeded items on walls / bulletin boards, etc. exist 2Aisles, stairways, corners etc. are free of items 1Unneeded inventory, supplies, parts, or materials exist (drawers / cabinets / work surfaces / storage areas) Low - None

Set in Order A place for everything and everything in its place 1 2 3 4 SHEET SUMMARYAll items have a specific location Average Scores 1 2 3 4Shared drawers, cabinets, work surfaces, and storage areas are clearly labeled and well organized Sort 0.0 0.0 0.0 0.0Personal drawers, cabinets, desktops, and storage areas are clearly marked and/or well organized Set in Order 0.0 0.0 0.0 0.0All items are placed in the proper location Shine 0.0 0.0 0.0 0.0Aisleways, workstations, equipment locations are identified Standardize 0.0 0.0 0.0 0.0

Sustain 0.0 0.0 0.0 0.0Shine Routine discipline maintaining a clean and organized workplace 1 2 3 4 Total Average Score 0.0 0.0 0.0 0.0

Equipment, computers, work surfaces, and storage areas are cleanGarbage and recyclables are collected and disposed correctlyE-mails and paper are filed dailyShared areas are cleaned and maintained regularly Average Scores Q1 Q2 Q3 Q4

Sort 0 0 0 0Standardize Preventing the area from having abnormal operating conditions 1 2 3 4 Set in Order 0 0 0 0

Specific cleaning and organizing tasks have been developed and assigned for the work area Shine 0 0 0 0Staff is trained and fully understands 5S procedures Standardized 0 0 0 05S standards are clearly displayed Sustain 0 0 0 0Visual management tools identify if work is complete

Sustain Stick to the rules (self-discipline) 1 2 3 4Everyone is involved in the improvement activitiesStandardized cleaning and work procedures are followed5S documentation and instructions are current5S audits occur regularly

Comments

2

AUDIT PERIOD

Sort Through & Discard Unused Items

Cleaning is a Method of Inspection, Look for

Hidden Defects

1

Area Audited:

Auditor:

Standardize the Rules to Make 5S a Habit

SCORING SYSTEM

3

Sustaining plans are developed to ensure

accountability

Use Labels, Lines, Signs & Colors to identify Normal vs.

Abnormal Conditions

4

Rating / Score0

There are 0 open action items

Objective :

Code: A- Action; R - Recommendation; S - StatementStatus: O - Open; C - Complete

Item #

Current Date

Code DescriptionResp

PrimaryStart Date

End Date

Date Closed

Status Remarks / Comments

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Office 5S Action Plan

ISSUE OR PROBLEM: TAG #

ACTION NEEDED (circle one and note comments if necessary):

1: Throw Away 2: Organize 3: Improve 4: Resolve 5: Other

DATE OF TAG: CATEGORY (if appropriate): DATE OF COMPLETION:

TAGGED BY: ASSIGNED TO: REVIEWED BY:

ACTION TAKEN:

RED TAG

Tag Number

Item Tagged Reason for Tagging Notes / Disposition

123456789

10111213141516171819202122232425

RED TAG ITEMS LOG

MATURITY LEVEL IMPROVEMENT INITIATIVES

LEVEL 5 Focus on

Prevention

Employees are continually seeking improvement opportunities.

#DIV/0!

Anyone can walk into the work area and easily locate items. Abnormal conditions are visually obvious and corrective action measures are in place.

#DIV/0!

Area employees have devised a dependable and documented method of preventive cleaning and maintenance. Work area cleanliness and organization are a way of life.

#DIV/0!

Employees are continually seeking the elimination of waste, all changes are documented and information is shared with employees.

#DIV/0!

Employees maintain consistent standards in compliance with the 5S program.

#DIV/0!

LEVEL 4 Focus on

Consistency

A dependable documented method has been established to maintain a work area free of unnecessary items.

#DIV/0!

A dependable and documented method has been established to recognize, with a visual sweep, if items are out of place or exceed quantity limits.

#DIV/0!

5S schedules detailing tasks and responsibilities are understood and practiced.

#DIV/0!

Workplace method improvements are visible and understood by all employees.

#DIV/0!

Checklists exist showing that employees follow through on 5S schedules.

#DIV/0!

LEVEL 3 Make It Visual

All unnecessary items have been removed from the work area.

#DIV/0!

Designated locations are marked to make organization more visible.

#DIV/0!

5S schedules detailing tasks and responsibilities are developed and utilized.

#DIV/0!

Workplace method improvements are being incorporated and documented.

#DIV/0!

5S schedules detailing tasks and responsibilities have been developed and are utilized.

#DIV/0!

LEVEL 2 Focus on Basics

Necessary and un-necessary items are separated.

#DIV/0!

A designated location has been established for all items.

#DIV/0!

Workplace areas are cleaned on a regularly scheduled basis.

#DIV/0!

Workplace methods are being improved, but changes have not been documented.

#DIV/0!

A recognized effort has been made to improve the condition of the work environment.

#DIV/0!

LEVEL 1 Just Beginning

Necessary and unnecessary items are mixed together in the work area.

#DIV/0!

Tools, supplies, books and materials are randomly located.

#DIV/0!

Workplace areas are dirty and disorganized.

#DIV/0!

No attempt is being made to document or improve current processes.

#DIV/0!

Minimal attention is spent on housekeeping.

#DIV/0!

SUSTAIN

5S MATURITY LEVEL SUMMARYSORT SET IN ORDER SHINE STANDARDIZE

Period Goal Rating 1 0.02 0.03 0.04 0.0

Fill in your goals for each period

Trend Data

Current Average Score 0.00

Office 5S

0.0

0.5

1.0

1.5

2.0

2.5

3.0

3.5

4.0Sort

Set in Order

ShineStandardize

Sustain

5S Perfromance

0.0

0.5

1.0

1 2 3 4

Period

Ave

rage

Rat

ing

Goal Rating

P1 TREND

Current Average Score 0.00

Office 5S

0.00.51.01.52.02.53.03.54.0

Sort

Set in Order

ShineStandardize

Sustain

5S + Safety FY10 Perfromance Trend

0.0

0.5

1.0

1 2 3 4

PeriodA

vera

ge R

atin

gGoal Rating

P2 TREND

Current Average Score 0.00

Office 5S

0.00.51.01.52.02.53.03.54.0

Sort

Set in Order

ShineStandardize

Sustain

5S + Safety FY10 Perfromance Trend

0.0

0.5

1.0

1 2 3 4

PeriodA

vera

ge R

atin

gGoal Rating

P3 TREND

Current Average Score 0.00

Office 5S

0.00.51.01.52.02.53.03.54.0

Sort

Set in Order

ShineStandardize

Sustain

5S + Safety FY10 Perfromance Trend

0.0

0.5

1.0

1 2 3 4

PeriodA

vera

ge

Rat

ing

Goal Rating

P4 TREND

END