1. 5S AUDIT
Introduction
The purpose of this form is to help you establish order and visual management on your
manufacturing floor. To do this you will utilize the 5S system, namely
1. Sort
2. Set in order
3. Shine
4. Standardize
5. Sustain
While it is easy enough to apply Sort, Set in order and Shine the key to this process is
Standardization and Sustaining improvements. 5S is a foundational element of process
improvement. It is second nature to the way world class organizations operate. The
basic premise of 5S is to keep things where they belong. This maximizes worker
productivity because less time is wasted looking for things. The use of visual controls
such as color coding, signage, audible signals, lines and pictures further enhance
productivity by allowing the factory to “speak” to its workers, thus minimizing the
amount of supervision or indirect labor required.
All this said, the question then becomes how neat is neat? Orderliness is often very
subjective topic. This can create much confusion when several people express their
opinions of how neat an area is kept.
To minimize this subjectivity and allow a way for you to measure and set goals for
orderliness we have developed this easy to follow 5S audit sheet.
Refer to the next page for details on how to use this form. Be aware this can not be done
from behind a desk, you will have to take a blank copy and go a target area on your
manufacturing floor, spend some time observing the operation and fill in the scores.
Use the scores to motivate your workers, establish 5S contests or high score of the month
awards. The bottom line is making it fun for the workers and you will see a tremendous
payback in reduction of overhead and floor space.
If you require further information about how to use this form or about the 5S process
please feel free to contact us via email at info@summitbizpro.com or telephone at
1.516.414.3741.
Summit
Business Solutions, Inc.
Form LEVC102.2
PO Box 10222, Westbury, NY 11590 T: 516.414.3741 F: 516.941.0747 www.summitbizpro.com

2. 5S AUDIT
How to Use This Form
1) Go to the target area.
2) Starting with the first S – Sort, check each item according to the description and rate it
on a scale of 0 through 4, where 0 is the worst and 4 is the best. Place a check mark in
the appropriate box.
1S No Check item Description Score 0 1 2 3 4
1 Materials or
parts
2 Machines or
equipment
3 Jigs, tools, or
dies
4 Visual control Is it obvious which items have been marked as
5 Written
standards
SORT
3) When you complete an S, add the number of times you checked each column by the
column score weight then add up all your subtotal numbers and write that number in
the category subtotal box.
4) Continue this process throughout each S
5) Add up each category subtotal to obtain your final score.
6) Post the score in a visible location in the target area using the 5S Score Sheet.
Summit
Business Solutions, Inc.
Form LEVC102.2
Does the inventory or in-process inventory include
and unneeded materials or parts?
Are there any unused machines or other equipment
around?
Are there any unused jigs, tools, dies or similar
items around?
unnecessary?
Has establishing the 5S’s left behind any useless
standard?
Sub Total
PO Box 10222, Westbury, NY 11590 T: 516.414.3741 F: 516.941.0747 www.summitbizpro.com
Category
Subtotal
Item to be
examined
within a
target area
Description
of what you
should
evaluate
Score weight
based on the
description Add all
numbers
from each
column
Add all
numbers
from for a
subtotal
score per S

3. 5S AUDIT
0=Very Bad 1=Bad 2= Average 3=Good 4=Very Good
1S No Check item Description Score 0 1 2 3 4
1 Materials or
parts
2 Machines or
equipment
3 Jigs, tools, or
dies
4 Visual control Is it obvious which items have been marked as
5 Written
standards
SORT
2S No Check item Description Score 0 1 2 3 4
6 Location
Indicators
7 Item Indicators Do the shelves have signboards showing which
8 Quantity
Indicators
9 Demarcation of
walkways and
in-process
inventory areas
10 Jigs and tools Are jigs and tools arranged more rationally to
SET IN ORDER
3S No Check item Description Score 0 1 2 3 4
11 Floors Are floors kept shiny clean and free of waste,
12 Machines Are the machine wiped clean often and kept free
13 Cleaning and
checking
14 Cleaning
responsibilities
15 Habitual
cleanliness
SHINE
Summit
Business Solutions, Inc.
Form LEVC102.2
Does the inventory or in-process inventory include
and unneeded materials or parts?
Are there any unused machines or other equipment
around?
Are there any unused jigs, tools, dies or similar
items around?
unnecessary?
Has establishing the 5S’s left behind any useless
standard?
Sub Total
Are shelves and other storage areas marked with
location indicators and addresses?
items go where?
Are the maximum and minimum allowable
quantities indicated?
Are white lines or other markers used to clearly
indicate walkways and storage areas?
facilitate picking them up and returning them?
Sub Total
water and oil?
of shavings, chips and oil?
Is equipment inspection combined with
equipment maintenance?
Is there a person responsible for overseeing
cleaning operations?
Do operators habitually sweep floors, and wipe
equipment without being told?
Sub Total
PO Box 10222, Westbury, NY 11590 T: 516.414.3741 F: 516.941.0747 www.summitbizpro.com
Category
Subtotal
Category
Subtotal
Category
Subtotal

4. 5S AUDIT
0=Very Bad 1=Bad 2= Average 3=Good 4=Very Good
4S No Check item Description Score 0 1 2 3 4
16 Improvement
memos
17 Improvement
ideas
18 Key procedures Are standard procedures clear, documented and
19 Improvement plan Are the future standards being considered with a
20 The first 3 Ss Are the first 3 Ss (sort, set locations and shine)
STANDARDIZE
5S No Check item Description Score 0 1 2 3 4
21 Training Is everyone adequately trained in standard
22 Tools and parts Are tools and parts being stored correctly?
23 Stock controls Are stock controls being adhered to?
24 Procedures Are procedures up-to-date and regularly
25 Activity boards Are activity boards up-to-date and regularly
SUSTAIN
Summit
Business Solutions, Inc.
GRAND
TOTAL
SCORE
Form LEVC102.2
Are improvement memos regularly being
generated?
Are improvement ideas being acted on?
actively used?
clear improvement plan for the area?
being maintained?
Sub Total
procedure?
reviewed?
reviewed?
Sub Total
PO Box 10222, Westbury, NY 11590 T: 516.414.3741 F: 516.941.0747 www.summitbizpro.com
Category
Subtotal
Category
Subtotal

5. 5S AUDIT
5S Score
Department
Name
Previous Score
% Change
(+/-)
Audit Date:
Auditor
Notes
Summit
Business Solutions, Inc.
Form LEVC102.2
PO Box 10222, Westbury, NY 11590 T: 516.414.3741 F: 516.941.0747 www.summitbizpro.com