5S Workplace Organisation Audit Checklist Template - Level 2
Maturity Context: Level 2 of 4 for a 5S maturity checklist. Focus: standardization, consistency, accountability, and visual control. At this stage, workplaces are structured around clear standards and visible controls. The objective is to build a stable, repeatable environment where 5S practices are applied consistently and sustained over time.
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 Structured 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 (Systematic Control of Items) |
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1. Are criteria clearly defined for what items are allowed in the work area?
Clauses:
There is a documented or visibly communicated rule defining what tools, materials, and documents are permitted at each workstation. Employees understand these criteria and apply them consistently.
Recommendations:
Define a simple “allowed items list†per workstation and review quarterly. Remove grey areas by clarifying rules.
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2. Is red-tag process formally defined and used when unnecessary items are identified?
Clauses:
There is a structured process for tagging, reviewing, and deciding on questionable items — not informal removal.
Recommendations:
Create a designated red-tag holding area and assign responsibility for review decisions.
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3. Are storage quantities defined and controlled?
Clauses:
Minimum and maximum quantities are established for materials and consumables to prevent clutter and excess inventory.
Recommendations:
Introduce simple visual min/max markings on shelves or bins.
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4. Are outdated documents systematically removed and replaced?
Clauses:
Old instructions, drawings, and procedures are not left in circulation. Only current versions are accessible.
Recommendations:
Implement basic document version control and conduct periodic document review.
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2S - SET IN ORDER (Visual & Logical Organization) |
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5. Are tool locations standardized across similar workstations?
Clauses:
Workstations performing similar tasks follow the same layout principles, reducing confusion and training time.
Recommendations:
Develop a layout standard template for similar processes.
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6. Are storage locations clearly defined with visual boundaries?
Clauses:
Floor markings, shelf labels, and shadow boards clearly indicate where items belong.
Recommendations:
Standardize color coding and labeling format across departments.
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7. Is ergonomic positioning considered in workplace layout?
Clauses:
Frequently used items are positioned to reduce excessive reaching, bending, or walking.
Recommendations:
Conduct basic ergonomic review and reposition high-frequency tools.
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8. Are workflow directions clearly supported by layout design?
Clauses:
Material flow follows logical sequence without cross-traffic or backtracking.
Recommendations:
Map material flow and adjust layout where unnecessary movement occurs.
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3S - SHINE (Inspection-Driven Cleanliness) |
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9. Is cleaning integrated into daily work routines rather than periodic events?
Clauses:
Cleaning is part of standard work and happens routinely, not only before audits.
Recommendations:
Add cleaning steps into job instructions.
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20 total questions
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