This checklist is derived from the 5S office worksheet here. For each item in the list scale how much of a problem exists. The scale (1-10) is where 1 is low and 5 or more is very high.
Sort
Sort Through & Discard Unused Items. Distinguish between what is needed and what is not.
- There is a clear criteria for a definition of unnecessary items: __________
- Unnecessary equipment, storage, furniture etc exist: ___________
- Unneeded items of walls, bulletin boards etc exist: __________
- Aisles, stairways and corners are free of items: ________
- Unneeded inventory, supplies or other materials exist (Check draws, cabinets, work surfaces and draw areas). _______
Set in Order
Use signs, labels and colours to create a working environment where everything is to hand and is where it is expected to be. A place for everything and everything in it’s place.
- All items have a specific location: __________
- Shared draws, cabinets, work surfaces and storage areas are clearly labeled and well organised: __________
- Personal draws, cabinets, work surfaces and storage areas are clearly labeled and well organised: __________
- All items are placed in the proper location: _________
- Aisle ways, workstations and equipment locations are identified: _________
Shine
Cleaning is a method of inspection. Look for hidden defects. Routine discipline maintaining a clean and organised workspace.
- Equipment, computers, draws, cabinets, work surfaces and storage areas are clean: ________
- Clinical waste, other rubbish and recyclables are collected and disposed of correctly: _________
- Emails and Paper are filed daily: _______
- Shared areas are cleaned and maintained regularly: ________
Standardise
Standardise the rules to make 5S a habit. Prevent an area from having abnormal operating conditions.
- Specific cleaning and organising tasks have been developed and assigned for all work areas: ________
- Staff are trained and understand 5S procedures: ________
- 5S Standards are clearly displayed: ________
- Visual management tools identify if work is complete: ________
Sustain
Sustaining plans are developed to ensure accountability. Sticking to rules (self discipline).
- Everyone is involved in improvement activities: ________
- Standardised cleaning and work procedures are followed: _______
- 5S Documentation and instructions are current: _______
- 5S Audits are completed regularly: _______
Scoring
Scoring is between 0 and 4. where scale of 0 = 4, 1=3, 2=2, 3=1, 4=1 and 5=0
| Category | Scale | Score |
| Sort | ||
| Set in Order | ||
| Shine | ||
| Standardise | ||
| Sustain | ||
| Total |
| Areas Checked: |
| Audited by: ________________ Date: _____________ |