TEMPLATE
5S audit: Excel checklist
Use this checklist to rate a workstation against the five S, back every rating with an observation and track the agreed actions.
Download the template
What is in the template
Excel calculates the score from the rated criteria only and shows the review completion rate next to it: how many criteria are rated or skipped with a reason. A high score based on a few rated criteria is not a complete audit.
- 15 audit criteria across the five S
- Ratings from 0 to 4 or N/A, with evidence for each criterion
- Score and review completion rate calculated by formula
- Action, owner, due date and effectiveness check, plus a filled example
Who it is for
Who the 5S audit checklist is for
The checklist is for team leaders, lean managers and auditors who want to rate a workstation against the five S on a regular basis and track the actions afterwards. It suits assembly, warehouse and maintenance workshops.
How to work with the 5S audit checklist
- 1
Rate the criteria
Rate 15 criteria from 0 to 4 or N/A and back every rating with an observation.
- 2
Read the rates
Excel calculates the score from the rated criteria and shows next to it how complete the audit is.
- 3
Track actions
Enter action, owner and due date and check the effect at the next audit.
What makes a 5S audit meaningful
One piece of evidence per rating
A number without an observation cannot be traced. The evidence keeps audits comparable, even when another auditor rates.
Score and completion rate belong together
A high score from a few rated criteria is not yet a complete audit. The completion rate shows how much was actually checked.
The fifth S holds the first four
Sort, set in order, shine and standardize happen quickly. Without regular audits and discipline, the workstation falls back to its old state.
Further reading
Download the 5S audit checklist
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