Purpose The purpose of this checklist is to provide reliable steps to preparing for and performing 5S activities in the work area. Included in this checklist is a preferred sequence of events and corresponding “how to” guides for each step. Task Develop your implementation plan Create a 5S documentation system Determine pace of implementation Draft “straw man” 5S Map Determine “before 5S” photo logistics Establish visible ways to communicate 5S activities Coordinate and schedule services required from support organizations Make a list of internal arrangements to be made Draft time line Communicate your plan to upper management Photograph the work area Educate work (5S Overview) Finalize 5S Map Perform Work Area Evaluation Perform 5S: Perform Sorting Perform Simplifying Perform Sweeping Perform Standardizing Perform Self-Discipline Measure Results Repeat from Task #6: “Perform 5S” per your work group’s plan 5S Guide “Develop Implementation Plan” “Take Area Photograph” 5S Overview - Lean Training Module “Finalize 5S Map” “Perform Area Evaluation” “Perform Tagging Technique” “Conduct Sorting Auction” “Prepare for Simplifying” “Using Labeling Technique” “Using Outlining Technique” Shadow Board Technique” “Perform Sweeping” “Perform Standardizing” “Perform Team Self-Discipline” “Perform Individual Self-Discipline” “Measure Results” Develop a 5S Implementation Plan Purpose When Materials To help leaders plan for 5S implementation in their areas. Prior to beginning implementation. Paper
Materials “Straw man” 5S Map Flip stand/pad, if applicable Pen or pencil This 5S Guide Steps 1. Assemble Notes 2. Post “straw man” 5S map to view. For example: Flip wall, or white board. 3. Agree on how the work area is divided. 5S leader explains how the sections were determined. The group provides input - discussing any suggestions. Any changes are agreed upon by team. 4. Identify a place on 5S map to write in the names of members for each team. Leave enough room for all team members. Office operations might consider limiting team activities to common work areas like conference rooms, coffee areas, etc. Areas can be identified for individual activities, (cubes, desks, files, etc.). 5. Record team members’ for each section on 5S map. Team members volunteer and/or are assigned to a section of the map. Ensure at least 1 person assigned to each section works in that section. It is helpful to have a fresh pair of eyes (someone not normally working in that area). Sometimes we can’t see the forest for the trees. 6. Post 5S map in communication area. 7. Check your work. You will know you have completed this task when: Team members for each section have been identified and recorded. At least 1 person that works in each section is on the team for that section. Finalized 5S map has been posted in communication area. Perform Area Evaluation Purpose When Materials To assist work group in assessing their work area’s current condition. Do this after 5S Overview and immediately before Sorting. “Area Check sheet” - (1 per team) Pen or pencil - 1 per team Blank “Levels of Excellence” form (1 per work area) 5S Map Flip stand or pad, if applicable This 5S Guide 1. Review “Area Check sheet” for additions and/or deletions needed for team’s work area. Notes 2. Assemble in work area. 3. Complete “Area Check sheet” Give 1 blank “Area Check sheet” to each team. Each team selects a scribe to read check sheet and place check marks in appropriate boxes. Team members go to area assigned (see 5S map). “Area Check sheet” is completed per instructions on form.
6. your work. You will know you have completed this task when: A list of “Visual Sweeping” activities and responsibilities is posted for both individual and common areas. A list of “Physical Sweeping” activities and responsibilities is posted for both individual and common areas. Standardizing Activity - Perform STANDARDIZING Activity Purpose When Materials To assist work group in documenting agreements made during 5S activities and to develop a plan for periodic repetition of 5S activities. Do this after Sweeping Activities. Paper or pen Visual and Physical Sweeping Lists from Sweeping activity. This 5S Guide. 1. Assemble in meeting area and designate a scribe. Notes 2. Review and document Sorting activity. Do the following: Ask, “What criteria did we establish for sorting?” Write down on paper the criteria identified. Ask, “Are the criteria acceptable?” Examples to consider: “Is there an area designated as ‘holding’?” “Do we tag items and hold in area until auction?” “Do we bring ”Surplus Items” list to crew meetings weekly for disposition?” Document process and agreement in 5S file. 3. Review and document Simplifying activity. Do the following: Document agreements (including, but not limited to) those made for: Labeling Outlining Shadow boards Storage and stock quantities of supplies and tools Safety 4. Review and file Sweeping activity lists. Do the following: Obtain Visual and Physical Sweeping Ask, “Are the activity lists rigorous enough to maintain a safe, clean, and orderly work area?” 5. Establish a schedule for periodic repetition of 5S activities. Document agreed-upon schedule on note-paper. Post in 5S communication area. 6. your work. You will know you have completed this task when: Documented agreements have been placed in 5S file. Schedule is in place for periodic repetition of 5S activities. Self-Discipline Activity - Team Purpose To assist work group in following through on all 5S agreements made for the work area.
When Materials Do this 1-2 weeks after Standardizing Activity has been completed in your area. Repeat on a regular basis. Paper and pen Work group 5S Activity Item Log Documented 5S agreements Individual Self-Discipline 5S Guide This 5S Guide Steps 1. Assemble in work area for visual assessment and designate a scribe. Notes 2. Determine if the 5S agreements are being followed in the work area. Ask, “Are we following the agreements we put in as a result of our 5S activities?” 3. Develop a plan to address needed improvements. Be specific. Identify responsibilities. Record on 5S Action Item Log. Post in communication area. 4. Review Individual 5S Guide. Point out its location. Review purpose. 5. Check your work. You will know you have completed this task when: A group assessment has been performed on what has and what has not been followed through in the work area. A written plan has been prepared detailing issues that need to be addressed. Any action items have been added to the 5S Action Item Log. Self-Discipline Activity - INDIVIDUAL Purpose When Materials To assist individuals in applying 5S agreements to personal work area. Do this after Standardizing Activity has been completed in your area. Paper and pen This 5S Guide 5S agreement(s) Steps 1. Go to your work area. Notes The immediate area where you perform most of your daily activities, i.e. cubicle, bench, etc. 2. Determine the effectiveness of your individual organizing methods in support of the 5S agreement. Considering your own personal work style, ask yourself: “Am I following the guidelines put in place as a result of 5S efforts?” “Is my work area safe?” “Is it neat and organized?” Examples (add/delete as appropriate): Notebooks neatly stacked and labeled? In basket cleaned daily? Posted items neat and organized on wall? Method for planning/prioritizing work assignments? Routine use of proper and methods?