The
Office 5S Audit Form
Assessment
NAME: _________________________ DATE: _________________ TEAM: __________________
For each statement, circle the score that best represents the occurrence of the observations taken.
1 = No evidence shown,
2 = Some evidence in areas, 3 = Good evidence in areas,
4 = Extensive evidence in areas,
5 = Found everywhere, no exceptions (100%)
Step 1 SORT
Very Poor
Poor
Good
Very
Good
Sort out necessary & unnecessary items. The items deemed
unnecessary and not being used should be removed from the
area (incl. General area, workstations, personal storage
areas, desk drawers, filing cabinets, PC electronic files, safe)
1. Is the area clear of unnecessary PCs, laptops, printers &
equipment?
2. Is the area clear of unnecessary inventory/WIP?
Excellent
Details:
Details:
4. Is the area clear of any unnecessary/personal stationery
materials?
6. Is the area clear of documents that are not essential,
duplicate and or out of date documents?
8. Is the general area clear of personal items?
Details:
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10.Are the aisles & adjacent floor areas clear of nonessential items?
Step 2 SET LIMITS AND LOCATIONS
Very Poor
Details:
Poor
Good
Very
Good
A place for everything and everything in its place so it should
be easy to find
11.Necessary PCs, laptops, printers & equipment identified,
location defined, & stored in correct place?
13.Necessary inventory / WIP (electronic and hard copy)
identified, location defined, & stored in correct place?
15.Necessary stationery materials
defined, & stored in correct place?
identified,
location
Excellent
Details:
Details:
Details:
17.Necessary documentation identified (electronic and hard
copy), locations defined & stored in correct place?
19.Aisles & all aspects of work areas are clearly defined?
Details:
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21.No employees are hidden from view or boxed in with
cabinets, inventory, or equipment?
23.Poor quality work is clearly identified & held away from
the general area?
25.Area is well lit, all light fittings are working, and lighting is
positioned to ensure maximum benefit?
27.There are no trailing leads, other trip hazards in the
area?
Step 3 SHINE
Very Poor
Details:
Details:
Details:
Details:
Poor
Good
Very
Good
Eliminate rubbish and dirt in the office.
28.Adjacent aisles & floors in the area are clean, free of
unnecessary items and rubbish?
30.Is the equipment (phones, photocopiers, pcs, etc.) clean
& free of dust and grime?
32.Are there an adequate number of containers for rubbish
and confidential waste that are clean & maintained?
34.Are the cabinets, PC documents clean, orderly, & up to
date?
36.Windows & walls do not contain posters that except in
designated areas, no out of date/ irrelevant material?
Excellent
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TM
The
Office 5S Audit Form
Step 4 STANDARDISE
Assessment
Very Poor
Poor
Good
Very
Good
Maintain the first three Ss and have an awareness of
improving neatness.
37.Is there evidence of the understanding of the importance
of 5S principles?
39.Can the area management explain why 5S is important?
Excellent
Details:
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41.Can all the employees explain the importance of 5S?
1
Details:
43.Are checklists utilised to identify ongoing maintenance
/duties and the status of these sheets up-to-date?
45.Can all employees detail overall responsibilities of others
to the 5S activity?
Step 5 SUSTAIN
Very Poor
Details:
Details:
Poor
Good
Very
Good
The 5S Discipline is embedded so that it becomes a way of
life. 5S is no longer an event but routine.
46.Are 5S plans and action updates clearly displayed &
current?
48.Are success stories displayed and confirmed for
improvement?
50.Are employees 5S roles clearly identified?
Excellent
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52.Are department audits and subsequent improvement
plans displayed and current?
53.Are work instructions and procedures available in the
workplace regularly reviewed/kept up to date?
54.Are display boards, activity charts, notice boards etc, up
to date and regularly checked?
Details:
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Total Score
Action Plan
Description
Action summary
Responsibility
TM
