What is 5S

Guide: 5S

Lean 5S is an organizational tool for efficiency and safety in workplaces, consisting of Sort, Set in order, Shine, Standardize, and Sustain, with a focus on continuous improvement and foundational lean manufacturing.
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Author: Daniel Croft

Daniel Croft is an experienced continuous improvement manager with a Lean Six Sigma Black Belt and a Bachelor's degree in Business Management. With more than ten years of experience applying his skills across various industries, Daniel specializes in optimizing processes and improving efficiency. His approach combines practical experience with a deep understanding of business fundamentals to drive meaningful change.

Guide: 5S

5S is a structured methodology designed to create and maintain a well-organized, clean, and efficient workplace. Originating from Japan, it is one of the foundational tools in Lean manufacturing, focusing on eliminating waste and improving operational efficiency. The five steps of 5S—Sort, Set in Order, Shine, Standardize, and Sustain—provide a clear and systematic approach to workplace organization. Each step builds on the previous one to create a workspace that is orderly, easy to navigate, and conducive to high productivity.

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Why Implement 5S?

The implementation of 5S is important for creating a disciplined work environment where everything has a designated place, and everyone knows exactly what is expected. By minimizing waste and preventing errors, 5S not only streamlines operations but also enhances safety and boosts overall efficiency. An organized workplace allows employees to focus on their tasks without the distraction of clutter or the inefficiencies caused by searching for tools and materials. This structured environment ultimately leads to higher quality work and improved employee satisfaction.

Objectives of 5S Implementation

  • Improve Workplace Organization: Achieve a clutter-free and organized workspace that promotes efficiency.
  • Increase Productivity and Efficiency: Reduce time spent searching for tools and materials, streamline workflows, and enhance overall productivity.
  • Enhance Safety and Reduce Hazards: Minimize workplace hazards by keeping the work environment clean and well-organized.
  • Foster a Culture of Continuous Improvement: Encourage ongoing assessment and refinement of work processes to drive continuous improvement.
  • Improve Employee Morale and Engagement: Create a work environment that employees are proud of, which leads to higher morale and greater engagement.

5 Do's and 5 Don'ts of Lean 5S

5 Do and 5 Donts in 5S

Understanding the 5S Methodology

Sort (Seiri)

the 5S Cycle, Sort, Set in order, Shine, Standardise, Sustain

The first phase of 5S, Sort, involves identifying and removing all unnecessary items from the workspace. This phase is about decluttering and ensuring that only the tools, materials, and equipment needed for daily operations are kept within the work area. Unnecessary items are either disposed of, recycled, or moved to storage. The goal is to eliminate distractions and create a streamlined, efficient workspace.

Set in Order (Seiton)

5S Organization Once unnecessary items have been removed, the next step is to arrange the remaining items in a logical, orderly manner. This phase, Set in Order, focuses on organization and accessibility. Tools and materials should be placed in positions that make them easy to find and retrieve, reducing wasted time and effort. Visual management techniques, such as labeling, color-coding, and shadow boards, are often employed in this phase to enhance clarity and efficiency.

Shine (Seiso)

Shine involves the regular cleaning of the workspace to maintain a neat and orderly environment. This phase is not just about cleaning; it’s also about inspecting the workspace and equipment for signs of wear, damage, or inefficiency. Regular cleaning routines help to identify potential issues before they become significant problems, ensuring that equipment remains in good working order and that the workspace remains safe and inviting.

Standardize (Seiketsu)

Standardization is critical to maintaining the improvements achieved through the first three phases of 5S. In this phase, Standardize, you establish clear guidelines, procedures, and routines that ensure consistent application of 5S practices across the workplace. This includes creating Standard Operating Procedures (SOPs), checklists, and visual aids that guide daily activities. Standardization ensures that everyone in the organization follows the same practices, maintaining the order and cleanliness established in the earlier phases.

Sustain (Shitsuke)

The final phase, Sustain, is about embedding 5S practices into the culture of the organization so that they become a permanent way of working. This requires ongoing effort, including regular training, audits, and employee involvement. The aim is to foster a culture of discipline and continuous improvement, where maintaining a clean and organized workspace is second nature to all employees. Regularly revisiting and refining 5S practices ensures that the benefits of 5S are sustained over the long term.

Step-by-Step Implementing 5S

Implementing 5S is a structured process that requires careful planning and execution. The following steps outline how to effectively implement 5S in any workplace.


Preparation Phase

  1. Assessing the Current State
    Start by evaluating the current condition of the workspace. Identify areas that are cluttered, disorganized, or unsafe. Gather baseline data on productivity, safety incidents, and cleanliness levels. This assessment will help you understand the extent of improvements needed and set measurable goals for the 5S implementation.

  2. Securing Management Support
    Management’s commitment is crucial for the success of 5S. Gain their support by explaining the benefits of 5S, such as increased efficiency, reduced waste, and improved employee morale. Management support ensures that the necessary resources, such as time, budget, and training, are available.

  3. Forming a 5S Team
    Assemble a cross-functional team to lead the 5S initiative. This team should include representatives from various departments to provide diverse perspectives and ensure that the 5S practices are applied consistently across the organization. The team will be responsible for planning, implementing, and monitoring 5S activities.


Step 1: Sort (Seiri)

  1. Identifying Unnecessary Items
    Begin by sorting through all items in the workspace. Identify items that are no longer needed for current operations, such as outdated tools, obsolete materials, and excessive paperwork. The goal is to eliminate anything that does not add value to the work process.

  2. Conducting a Red Tag Event
    Use red tags to mark items that are unnecessary or misplaced. A red tag event involves tagging items that should be removed, relocated, or further evaluated. Once tagged, these items are removed from the immediate workspace to free up space and reduce clutter.

Red_Tag_Process

  1. Disposing or Storing Items
    After tagging, decide whether to dispose of, recycle, or store the unnecessary items. Proper disposal or storage is essential to prevent clutter from returning. This step helps create a more organized and efficient workspace.


Step 2: Set in Order (Seiton)

  1. 5S Organization

    Organizing Tools and Equipment
    Arrange tools, materials, and equipment in a logical and efficient manner. Items should be stored close to where they are used, with frequently used items placed in easily accessible locations. The goal is to minimize search time and movement.

  2. Implementing Visual Management
    5S Floor marking examples Visual management techniques, such as labels, color coding, and shadow boards, floor marking, are key to organizing the workspace. Labels indicate where items belong, and shadow boards provide visual outlines of tools, ensuring that everything is returned to its proper place.

  3.  

  4. Creating Efficient Workflow Layouts
    Design the workspace layout to optimize workflow. This may involve rearranging workstations, storage areas, and equipment to reduce unnecessary movement and ensure a smooth flow of operations.


Step 3: Shine (Seiso)

  1. Cleaning and Inspecting Work Areas
    Regularly clean the workspace to maintain a neat and orderly environment. Cleaning also serves as an inspection opportunity to identify potential issues, such as equipment wear or safety hazards, before they become significant problems.

  2. Establishing Cleaning Routines
    Develop a cleaning schedule that includes daily, weekly, and monthly tasks. Assign responsibilities to ensure that all areas are covered. Regular cleaning routines help sustain the cleanliness and order achieved through the previous steps.

  3. Involving Employees in Maintenance
    Encourage employees to take ownership of their work areas by involving them in cleaning and maintenance activities. This fosters a sense of responsibility and pride in maintaining a clean, organized workspace.


Step 4: Standardize (Seiketsu)

  1. Developing Standard Operating Procedures (SOPs)
    Document the procedures for sorting, organizing, and cleaning the workspace. SOPs should be clear, concise, and accessible to all employees. These procedures help ensure that 5S practices are consistently followed.

  2. Checklist Creating Checklists and Visual Aids
    Use checklists to guide daily, weekly, and monthly 5S tasks. Visual aids, such as posters and signs, reinforce the standards and help employees remember the procedures. Consistent use of these tools ensures ongoing adherence to 5S principles.

  3. Ensuring Consistency Across the Organization
    Apply the same 5S standards across all departments to create a unified approach to workplace organization. Consistency in 5S practices helps maintain the order and efficiency established through the earlier steps.


Step 5: Sustain (Shitsuke)

  1. Training and Educating Employees
    Provide ongoing training to ensure that all employees understand and adhere to 5S principles. Regular refresher courses reinforce the importance of 5S and keep employees engaged in maintaining the system.

  2. Monitoring and Auditing Regularly
    Conduct regular audits to assess the effectiveness of 5S practices. Use the audit results to identify areas for improvement and make necessary adjustments. Audits help maintain the discipline needed to sustain 5S over time.

  3. Encouraging Continuous Improvement
    Foster a culture of continuous improvement by encouraging employees to suggest ways to enhance 5S practices. Recognize and reward those who contribute to improvements, reinforcing the importance of ongoing participation.


Post-Implementation

  1. Celebrating Successes
    Recognize and celebrate the milestones and successes achieved through 5S implementation. Celebrating these achievements helps maintain momentum and encourages ongoing participation from employees.

  2. Reviewing and Refining 5S Practices
    Continuously review and refine 5S practices to ensure they remain effective and relevant. Adapt the procedures as needed to address changes in the work environment or processes, ensuring long-term success and sustainability.

Tools and Techniques in 5S

Implementing 5S effectively requires the use of various tools and techniques that help maintain organization, enhance efficiency, and ensure that 5S principles are consistently applied across the workplace. Below are the key tools and techniques used in 5S:

Floor Marking

5S Floor marking examples Floor marking is a simple but highly effective tool in 5S. Using colored tape or paint, you can clearly designate specific areas within the workplace for various purposes, such as equipment storage, tool placement, safety zones, pathways for movement, and more. Different colors can be used to signify different purposes (e.g., yellow for pathways, red for hazardous areas, green for safety equipment). This visual delineation helps employees easily identify where things should be placed, reducing the time spent searching for items and preventing clutter. Moreover, floor markings contribute to workplace safety by clearly defining walkways and work zones, thus reducing the risk of accidents.

Signage

Signage is another critical visual management tool in 5S. Clear, easy-to-read signs can be used throughout the workplace to identify work areas, tool locations, safety zones, and other important information. Signs help employees navigate the workspace more effectively and ensure that everyone knows where to find the tools and materials they need. For example, signs might indicate where specific tools are stored, where hazardous materials are located, or where personal protective equipment (PPE) is required. Good signage not only improves efficiency but also enhances safety by ensuring that critical information is always visible and accessible.

Visual Management

Visual management encompasses a range of techniques designed to make information readily available at a glance. This includes using boards, labels, shadow boards, color-coding, and other visual controls to communicate essential information quickly and clearly. Shadow boards, for instance, are an excellent way to organize tools: the outline of each tool is displayed on the board, making it immediately obvious when a tool is missing and where it should be returned. Labels and color-coding can be used to identify storage areas, distinguish between different types of materials, and indicate workflow processes. Visual management reduces confusion, speeds up work processes, and helps maintain order in the workplace by making everything clear and easy to understand.

Kanbans

Kanban_board-elementsKanban is a tool originally developed in Lean manufacturing to manage inventory and workflow. In the context of 5S, Kanban cards or boards can be used to signal when supplies or materials need to be replenished. For example, a Kanban card might be placed in a bin of parts; when the parts are nearly depleted, the card is moved to a designated area that triggers a restocking order. This system helps prevent overstocking and understocking, ensuring that the necessary supplies are always available without creating excess inventory. Kanban also supports just-in-time production, where materials are delivered and used precisely when needed, further enhancing efficiency.

Red Tagging

5S Red Tag TemplateRed tagging is a crucial technique used during the Sort (Seiri) phase of 5S. It involves placing red tags on items that are unnecessary, misplaced, or need further evaluation. Red tags are a visual cue that these items need to be removed from the workspace, either because they are not required for current operations or because they are in the wrong location. Once red-tagged, items are typically moved to a holding area for further review, disposal, or relocation. Red tagging helps quickly identify and eliminate clutter, making the workspace more organized and efficient.

Feel free to download our Red Tagging Template.

Red_Tag_Process

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Conducting 5S Audits

5S audits are essential for maintaining the standards set during the 5S implementation and for identifying areas where further improvements can be made.

Purpose of 5S Audits

The primary purpose of 5S audits is to ensure that the 5S principles are consistently applied and maintained across the workplace. Audits help identify areas where standards are not being met, allowing for corrective actions to be taken. They also serve as a tool for continuous improvement, providing opportunities to refine 5S practices and enhance overall efficiency.

5S Audit trend and Action sheet - Feature Image - Leanleansigma

Creating Audit Checklists

Audit checklists are used to systematically assess each phase of 5S within the workspace. These checklists should be based on the specific criteria for each phase, such as the organization of tools, cleanliness of work areas, and adherence to standard operating procedures. The checklist should include a scoring system to evaluate the level of compliance with 5S standards, making it easy to identify areas that need attention.

5S Audit Template - Feature Image - Learnleansigma

Implementing a Scoring System

A scoring system, such as a 1-5 scale, can be used during audits to quantify the level of adherence to 5S standards. For example, a score of 1 might indicate non-compliance, while a score of 5 indicates full compliance. This scoring system allows for easy comparison across different areas and over time, helping to track progress and identify trends.

Scheduling and Frequency of Audits

Regular audits are essential to sustaining 5S practices. The frequency of audits can vary depending on the complexity of the workspace and the level of adherence to 5S. For instance, audits might be conducted weekly in a high-traffic area or monthly in a less active space. Consistent auditing helps ensure that 5S standards are maintained and that any issues are addressed promptly.

Forming Audit Teams

Audit teams should consist of members from different departments to bring diverse perspectives to the audit process. This cross-functional approach ensures that all aspects of the workspace are thoroughly reviewed and that best practices are shared across the organization. Team members can rotate periodically to bring fresh insights to the audit process.

Continuous Improvement Through Audits

5S audits should be seen as part of a broader continuous improvement process. The results of audits should be analyzed to identify trends, recurring issues, and areas for improvement. These insights can then be used to refine 5S practices, update SOPs, and enhance training programs. By integrating audits into a continuous improvement cycle, organizations can ensure that 5S practices evolve and improve over time, leading to sustained operational excellence.

Assign the 5s Activity

Instructions:

Press "Test your Knowledge" to Start the game. Drag each of the 5S activities to the 5S step they relate to then, click "Check Matches".

Sort

Set in Order

Shine

Standardize

Sustain

Remove unnecessary items.
Arrange items in logical locations.
Clean the work area regularly.
Develop consistent routines and procedures.
Maintain and review standards.

Conclusion

In conclusion, implementing 5S is a key first step toward lean manufacturing and Six Sigma implementation. The method includes sorting the area, setting it in order, cleaning (shine), setting standards, and sustaining 5S with audits and training.

As a result, the workplace is rewarded with benefits such as improved safety, time savings from not needing to look for equipment, and a boost to quality and morale, to name a few.

5S is not a one-time set-it-and-forget-it activity; it is an ongoing commitment to a way of working that must be maintained over time.

References

Author

Picture of Daniel Croft

Daniel Croft

Hi im Daniel continuous improvement manager with a Black Belt in Lean Six Sigma and over 10 years of real-world experience across a range sectors, I have a passion for optimizing processes and creating a culture of efficiency. I wanted to create Learn Lean Siigma to be a platform dedicated to Lean Six Sigma and process improvement insights and provide all the guides, tools, techniques and templates I looked for in one place as someone new to the world of Lean Six Sigma and Continuous improvement.

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