Checklist

5S Implementation Checklist & Audit Sheet — Interactive Audit & Sustainment Form

Interactive, auditable 5S checklist with guided checklist items for each S, scoring scales, space for photos/evidence links, corrective action entries, owner assignment, and a short pilot/rollout tip. Designed for repeated sustainment audits and to produce storable JSON audit records.

Interactive Tool

5S Implementation Checklist & Audit Sheet

Purpose: Run a focused 5S audit that helps teams find missing visual controls, remove unnecessary items, and lock in standard work. This interactive form guides the auditor through practical checks for each S, collects a simple score, and captures corrective actions and evidence links for follow-up.

How to use: Choose a target area, perform the checks below, use the yes/no or scale answers to score each phase, add photos (attach or paste links), and record corrective actions with owners and due dates. Run a rapid pilot in one area, agree owners for corrective actions, then expand horizontally once small wins are sustained.

Scoring note: Use the 0–5 scale where 5 = Excellent (meets standard, highly visual), 3 = Acceptable (minor issues), 0–2 = Needs Improvement (action required).

Enter the audit date.
Describe the area being audited (e.g., Assembly Line A - Workstation 3).
Who performed the audit?
Are unnecessary tools, materials, and paperwork removed or flagged with red tags?
Are red-tagged items logged with owner, disposition, and date?
Is the workspace clear of items not required for the current process?
Rate overall Sort effectiveness (0 very poor — 5 excellent).
1.0 10.0
Are locations labeled and easy to see/return items to?
Are outlines or shadow boards present and complete?
Are excessive inventory and poor ergonomic placements addressed?
Rate overall Set in Order effectiveness (0 very poor — 5 excellent).
1.0 10.0
Is the area clean and are cleaning responsibilities documented?
Does cleaning include quick inspections that identify issues?
Rate overall Shine effectiveness (0 very poor — 5 excellent).
1.0 10.0
Are standard work checklists and visual references posted and current?
Are owners assigned for daily checks, weekly tasks, and corrective actions?
Have team members been trained on the standards and red-tag process?
Rate overall Standardize effectiveness (0 very poor — 5 excellent).
1.0 10.0
Is there a documented schedule for sustainment audits and who runs them?
Are corrective actions tracked with owners and due dates until closed?
Are audit results or status visible to the team?
Rate overall Sustain effectiveness (0 very poor — 5 excellent).
1.0 10.0
Optional: compute as weighted total or enter combined percentage. Example: average phase score x 20 = percent-like score.
Paste image links or filenames and a short caption for each photo. The platform may later support direct uploads.
Describe key findings, quick wins, and things that need design or engineering change.
Describe the corrective action or improvement task.
Person or role responsible for closing the action.
Target due date (YYYY-MM-DD).
Optional second action.
Owner for second action.
Target due date (YYYY-MM-DD).
Optional third action.
Owner for third action.
Target due date (YYYY-MM-DD).
Record the next scheduled sustainment audit date.
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