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Lean toolkit / 05

5S Audit Scorecard

Twenty-five items across the five pillars. Score what you see today, not what is intended, and the weak pillar names itself.

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Walk the area with the team, not about them. Every score of 2 or below needs an observation and an action — a number with no action is just a grade.

0 not done · 1 started · 2 partial · 3 done to standard · 4 held without reminders · 5 visual, owned and improving.

Audit summary

Total score0out of 125
Percentage0%Start here
Items scored0of 25
Below standard0scored 2 or less

Score by pillar

1  Sort

Seiri — only what is needed, in the quantity needed  ·  0 / 25
#Audit itemScore 0 – 5 ObservationAction
1Only tools, parts and fixtures needed for current work are present
2No obsolete material, WIP or scrap held in the area
3Red-tag area exists and items in it are dispositioned within the set time
4Nothing is stored on the floor, on top of cabinets or behind equipment
5Personal items and paperwork are limited to a defined place

2  Set in order

Seiton — a place for everything, obvious at a glance  ·  0 / 25
#Audit itemScore 0 – 5 ObservationAction
1Every item has a marked home, sized and labeled for that item
2Floor markings define aisles, WIP, finished goods and equipment footprints
3Point-of-use storage: the tool is where the work is, within reach
4Min and max levels are marked and visible without opening anything
5A missing item is obvious within seconds

3  Shine

Seiso — cleaning as inspection  ·  0 / 25
#Audit itemScore 0 – 5 ObservationAction
1Floors, equipment and work surfaces are clean at the time of the audit
2Cleaning is a scheduled task with a named owner and a time
3Leaks, damage and abnormal conditions are tagged, not tolerated
4Cleaning supplies are stocked, located and in good condition
5Sources of dirt and contamination are being removed, not just wiped

4  Standardize

Seiketsu — the first three Ss written down  ·  0 / 25
#Audit itemScore 0 – 5 ObservationAction
1A visual standard for the area is posted and current
2Standard work for cleaning and checks is posted at the point of use
3Labels, colors and markings follow one plant-wide convention
4Audit results and the action list are posted where the team works
5Abnormalities have a defined response and escalation path

5  Sustain

Shitsuke — the habit holds without a reminder  ·  0 / 25
#Audit itemScore 0 – 5 ObservationAction
1Audits happen on schedule and by the assigned layer
2Open actions from the last audit are closed or have a committed date
3The team runs the audit; leadership participates, not polices
4Score trend is flat or improving over the last six audits
5New team members are trained to the 5S standard before working alone

Working on something harder than a worksheet?

Tools do not fix processes. People with a method do.

I am David Fowles. I have spent 25 years in nuclear operations, power generation field service, manufacturing quality and supply chain, and I build the capability to keep an improvement after I leave. If one of these sheets has shown you something you would rather not solve alone, say so.

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david@df-consulting.net
Connecticut, United States