Free 5S Audit Checklist - Workplace Organization Assessment Level 1

Free Free 5S Audit Checklist - Workplace Organization Assessment Level 1 checklist for manufacturing, development, management, warehousing. Foundational Stage level. Lean & Operational Excellence category. Includes 20 questions covering 1S - SORT, 2S - SET IN ORDER, 3S - SHINE. Typical completion time: 60 minutes.

This checklist template is designed for manufacturing, development, management, warehousing and focuses on 1S - SORT, 2S - SET IN ORDER, 3S - SHINE.

Lean & Operational Excellence manufacturing, development, management, warehousing
Level: Foundational Stage
Frequency: quarterly
Minutes to fill: 60
Questions: 20

What This Template Covers

Use this template to review 1S - SORT, 2S - SET IN ORDER, 3S - SHINE with a structured format that supports consistent follow-up and faster decision-making.

  • 1S - SORT
  • 2S - SET IN ORDER
  • 3S - SHINE

Why This Version Is Different

Unlike generic templates, this version is tailored to the lean & operational excellence category, the Foundational Stage maturity level, and the workflow of manufacturing, development, management, warehousing.

Module: Checklist
Best for: manufacturing, development, management, warehousing
Completion time: 60 minutes

Template Questions

Showing first 15 rows

Title Answer type

Audit date

Date

Processes / departments covered

Text

Comments

Textarea

1S - SORT (Remove What Is Not Needed)

1. Are unnecessary items removed from the workplace?

Clauses: Only tools, materials, and equipment required for current operations are present. Obsolete materials, broken tools, unused furniture, scrap, and outdated documents are not occupying workspace.
Recommendations: Conduct a “red-tag” activity: label items that have not been used in the last 30–60 days. Define a review area and decision process for removal or disposal.
Select

2. Are obsolete materials and scrap regularly disposed of?

Clauses: There is no visible accumulation of scrap, excess packaging, or outdated materials in work areas.
Recommendations: Assign weekly housekeeping responsibility and define scrap disposal frequency.
Select

3. Are personal items minimized in operational areas?

Clauses: Personal belongings are stored in designated areas and do not interfere with safety or workflow.
Recommendations: Provide lockers or defined storage spaces outside production areas.
Select

4. Are storage areas free from unidentified or unknown items?

Clauses: No boxes or containers with unknown content exist. Everything has clear identification.
Recommendations: Introduce a simple labeling rule: if it is stored, it must be labeled.
Select

2S - SET IN ORDER (Organize What Remains)

5. Are tools stored in defined and clearly marked locations?

Clauses: Each tool has a designated storage location that is visible and consistent.
Recommendations: Use shadow boards or simple visual outlines to show correct placement.
Select

6. Are materials arranged to support smooth workflow?

Clauses: Frequently used materials are placed close to the point of use to reduce unnecessary motion.
Recommendations: Observe operator movement and reposition materials within ergonomic reach.
Select

7. Are storage locations clearly labeled and easy to identify?

Clauses: Shelves, drawers, and racks have visible labels that eliminate guesswork.
Recommendations: Implement standardized labeling format (color + name).
Select

8. Are walkways and emergency exits clearly marked and unobstructed?

Clauses: Paths are visually marked and free from stored materials or equipment.
Recommendations: Mark floor boundaries and enforce “no storage” zones.
Select

3S - SHINE (Clean and Inspect)

9. Is the workplace visibly clean and free of dust, oil, and debris?

Clauses: Floors, equipment, and work surfaces are clean and maintained daily.
Recommendations: Define daily cleaning tasks and assign responsibility per shift.
Select

20 total questions

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