Free 5S Audit Checklist - Workplace Organization Assessment Level 1
Use this free 5S workplace organization audit checklist template to launch or strengthen lean implementation. Ideal for teams at the beginning of their 5S journey, it evaluates Sort, Set in Order, Shine, Standardize, and Sustain at a foundational level. Covers cleanliness, organization, visual control, and basic standardization. Helps identify practical improvement opportunities and establish a 5S baseline score. Includes a clear scoring method and implementation guidance for manufacturing, warehousing, and office environments.
This checklist template is designed for manufacturing, development, management, warehousing and focuses on 1S - SORT, 2S - SET IN ORDER, 3S - SHINE.
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.
Template Questions
Showing first 15 rows
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Audit date |
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Processes / departments covered |
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Comments |
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1S - SORT (Remove What Is Not Needed) |
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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 Obsolete materials, broken tools, unused furniture, scrap, and outdated documents are not occupying workspace.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.
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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There is no visible accumulation of scrap, excess packaging, or outdated materials in work areas.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.
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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.
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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.
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2S - SET IN ORDER (Organize What Remains) |
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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.
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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.
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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).
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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.
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3S - SHINE (Clean and Inspect) |
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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.
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20 total questions
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