# 5S Audit Checklist Template: Score and Track Fixes > Use this 5S audit checklist template to score Sort, Set in Order, Shine, Standardize, and Sustain and assign someone to fix each issue you find. Source: https://asana.com/templates/5s-audit-checklist.md - [Create your template](https://app.asana.com/-/product_templates) - [Forms](/features/workflow-automation/forms) - [Reporting dashboards](/features/goals-reporting/reporting-dashboards) - [Asana AI](/product/ai) - [Custom fields](/features/project-management/custom-fields) - [JIRA Cloud](/apps/jiracloud) - [ServiceNow](/apps/servicenow) - [Google Drive](/apps/google-drive) - [Microsoft 365](/apps/microsoft-office365-connector) templates Strategic planning 5S Audit Checklist Template: Score and Track Fixes | Asana Use this 5S audit checklist template to score Sort, Set in Order, Shine, Standardize, and Sustain, then turn failed items into owned corrective actions. Strategic planning ## 5S audit checklist template Use this 5S audit checklist template to score Sort, Set in Order, Shine, Standardize, and Sustain, then turn failed items into owned corrective actions. ### Create templates with Asana - [Sign up](/create-account) A 5S audit checklist is a scored inspection of the five pillars of the 5S methodology: Sort, Set in Order, Shine, Standardize, and Sustain. This page gives you a complete pillar-by-pillar checklist, three scoring methods, and six steps to run audits in Asana. Every finding gets an owner and a due date, so the audit and the corrective action live in one system. ## What is 5S? 5S is a lean method for organizing and maintaining a clean, efficient workplace through five steps: Sort, Set in Order, Shine, Standardize, and Sustain. Teams use 5S to remove what they don't need, give every item a home, and keep conditions from slipping over time. Developed in Japanese manufacturing, the five steps comes from the Japanese words Seiri, Seiton, Seiso, Seiketsu, and Shitsuke. The US Environmental Protection Agency notes in [EPA's 5S overview](https://www.epa.gov/sustainability/lean-thinking-and-methods-5s) that "it is typically the first lean method which organizations implement." Many teams then build on 5S as they adopt total productive maintenance (TPM), just-in-time (JIT) production, Six Sigma, and broader [lean project management](https://asana.com/resources/lean-project-management). In simple words, each step builds on the one before it. Here's what the five steps of 5S mean in practice: - **Sort (Seiri):** Remove everything the work area doesn't need. - **Set in Order (Seiton):** Give each remaining item a labeled place close to where it's used. - **Shine (Seiso):** Clean the area and equipment, and inspect for problems as you go. - **Standardize (Seiketsu):** Document the routines so every shift does the first three steps the same way. - **Sustain (Shitsuke):** Make the routines a habit through training, audits, and leadership support. ### What is a 5S audit checklist template? A 5S audit checklist template is a reusable, scored set of inspection questions grouped by pillar. It also includes fields for the audit area, auditor, date, score, and comments, so every audit captures the same information. The template turns the Sustain step into a repeatable routine. When you run it digitally, every audit, score, photo, and corrective action stays in one place. You can then compare results across shifts, areas, and sites. - [Create a 5S audit checklist template](https://app.asana.com/-/product_templates?_gl=1) ## Why use a 5S audit checklist template The purpose of a 5S audit checklist is to confirm that the standards your team set are still being followed. Regular audits create accountability, surface backsliding early, and supply the "check" data that drives your [continuous improvement process](https://asana.com/resources/continuous-improvement). Audits are so central at Toyota that it traditionally drops the fifth S entirely. The [Lean Enterprise Institute's 5S definition](https://www.lean.org/lexicon-terms/five-s/) explains that Sustain "becomes redundant under Toyota's system of daily, weekly, and monthly audits to check standardized work." In other words, a steady audit routine is what makes 5S stick. Most 5S programs stall at follow-through rather than inspection. A clipboard can record a missing label, but it can't assign the fix, set a due date, or flag the fix when it's late. A digital 5S audit checklist template helps you: - **Ask consistent questions:** Every shift and site scores the same items on the same scale. - **See trend data:** Scores roll up by area and pillar, so you can spot slipping areas early. - **Automate follow-ups:** Failed items become tasks with owners and due dates. - **Attach evidence:** Photos of findings sit right next to the corrective action. ## What to include in a 5S audit checklist Organize your 5S audit checklist by pillar and score every item. Keep each question observable, so any auditor can answer it with a yes/no or a 1–5 rating just by looking at the area. Use the tables below as a starting point, then adapt the items to your equipment, products, and layout. ### Sort Check whether the area holds only what the team needs for current work. If someone finds an item they’re unsure about, have them attach a red tag and move it to the holding area. Log each tag and assign someone to decide whether to keep, relocate, or discard the item. - **Only needed items are present.** Every tool, part, and material in the area supports current work. - **Remove broken tools, scrap, and expired materials.** Remove or red-tag damaged or expired items and scrap them. - **Red-tagged items are logged.** Record each item’s location, description, who tagged it, and the date. - **The holding area is marked.** Use a designated space for red-tagged items and review it on a set schedule. - **Flagged items have a decision.** Keep, relocate, or discard each item by its review date. ### Set in Order Check whether every remaining item has a labeled place. A new team member should be able to find, use, and return it without asking for help. - **Every item has a labeled place.** Tools, parts, and supplies have marked storage locations. - **Shadow boards and foam inserts are complete.** Each empty outline has a sign-out note. - **Frequently used items are within reach.** Operators can reach daily tools without leaving the work area or searching for them. - **Floor markings are intact.** Aisle, work area, and storage lines are visible and unbroken. - **Minimum and maximum stock levels are visible.** The markings show when to reorder supplies. - **Items stay in their assigned places.** Check for items left on floors, cabinet tops, or unmarked shelves. ### Shine Use cleaning time to inspect equipment for leaks, loose parts, and wear that could cause downtime or defects. - **Floors, equipment, and surfaces are clean.** Check for dust, oil, debris, and residue. - **The team follows the posted cleaning schedule.** Check that the schedule is visible and that someone signed off for each recent shift. - **Daily cleaning has owners.** Each zone or machine has a named person responsible for cleaning it. - **The team reports problems.** Log leaks, spills, unusual vibration, or damage and record the follow-up. - **Cleaning supplies are stocked and stored.** Keep supplies on hand in their labeled locations. ### Standardize Check whether Sort, Set in Order, and Shine happen the same way on every shift. Use a [daily checklist template](https://asana.com/templates/daily-checklist) to keep routine checks consistent between audits. - **Work procedures are current.** Each workstation displays the latest approved procedure. - **5S responsibilities are assigned.** Each task has a named owner and a schedule. - **Visual cues are consistent.** Colors and labels mean the same thing across the site, and a visible key explains them. - **Checklists and schedules are visible.** Team members can see what’s due and who owns it. - **Practices match across shifts and departments.** Check that teams use the same setup and follow the same routines. ### Sustain Check whether the team keeps up with audits, closes corrective actions, and trains new employees. Track the share of corrective actions closed alongside the audit score. A high score can mask findings that are still open from the previous audit. - **Prior audits happened on schedule.** Every scheduled audit has a record with scores and comments. - **The team follows up on prior findings.** Check that each corrective action is closed or has an approved new due date. - **Training records are current.** New and transferred employees have completed 5S training. - **Leaders participate.** Managers join audits or review the results regularly. - **Scores are stable or improving.** Compare each practice’s score across recent audits. ### Safety (optional) Some teams add Safety as a sixth practice, known as 6S. Use these checks to document housekeeping conditions during the audit and review findings with your environmental, health, and safety (EHS) team. - **Mark aisles and keep exits unobstructed.** Check that walkways, exits, and emergency equipment are accessible. - **Walking and working surfaces are clean and inspected.** Check for spills and debris, and look for recent inspection records. - **Personal protective equipment (PPE) is available.** Check that required equipment is stocked where people use it. - **Label and store hazardous materials correctly.** Check container labels and confirm the materials are in approved storage. - **Traffic and ergonomic hazards are marked.** Check that pedestrian and forklift crossings and ergonomic risks are identified. ## How to use the 5S audit checklist template Asana turns your 5S audit checklist into a workflow that carries every finding through to a closed corrective action. Follow these six steps to set it up. ### 1. Duplicate the template and define audit areas Start with the 5S audit checklist template and create a section for each area, cell, or department you audit. Each section holds that area's checklist items, so scores and findings stay grouped by location. Next, add custom fields for the details you'll want to filter and report on: - **Pillar:** Sort, Set in Order, Shine, Standardize, Sustain, or Safety. - **Score:** The rating for each item on your chosen scale. - **Shift:** The shift the audit covered. - **Auditor:** The person who performed the audit. ### 2. Choose your scoring method No single authoritative standard exists for 5S audit scoring, so pick the method that fits your team. Then keep the scale identical across audits, since a changed scale makes trend data impossible to compare. - **Yes/no compliance percentage:** Mark each item pass or fail, then divide passes by total items. - **1–5 scale per item:** Rate each item from 1 (not in place) to 5 (in place and sustained), then average by pillar. - **Color rating:** Rate each item red, yellow, or green for a fast visual read on the floor. Calculate a score for each pillar and a total score for the area. Pillar scores show where to focus, while the total gives leadership one number to track. If you want a threshold, you might flag any pillar that averages below 3 on a 1–5 scale for focused improvement effort. Treat that number as a suggestion and adjust it to your own baseline. ### 3. Assign auditors and set the cadence Who should conduct a 5S audit? A mix works well: area owners self-audit often because they know the space, while cross-functional or rotating auditors audit less often to bring objective eyes. Leadership should join audits periodically to show the program matters. How often should you audit? There's no single standard, so treat these as suggestions: weekly self-audits by area owners and monthly cross-audits by rotating auditors. Set each as a recurring task in Asana so the next audit is assigned as soon as the last one is complete. ### 4. Run the audit with a form Auditors complete the 5S audit checklist through Forms on their mobile devices, so they can score items while walking the floor. They attach photos of findings directly to the submission, giving owners clear evidence of what needs fixing. Each form submission becomes a task in the audit project. That task includes the area, pillar, scores, and comments, so no one has to retype results from paper. ### 5. Turn findings into corrective actions Findings close because they have owners. Turn each failed item into a subtask, assign an owner, and a due date, so someone is accountable for every gap. Use Automations to route failed items to the area owner. AI Studio no-code automations handle multistep routing, such as escalating overdue safety findings to a supervisor. When the same finding keeps coming back, dig into the root cause with the [5 Whys template](https://asana.com/templates/5-whys). ### 6. Review trends and improve Reporting dashboards show pillar scores by area over time, so you can see which areas are improving and which are slipping. Review the dashboard in a monthly 5S meeting and agree on where to focus next. These reviews feed the Check step of the [Plan-Do-Check-Act cycle](https://asana.com/resources/pdca-cycle), which keeps 5S lean practice tied to ongoing improvement. As standards rise, update your checklist questions so the audit keeps raising the bar. ## 5S audit checklist for non-manufacturing environments Can 5S be applied outside of manufacturing? Yes, the same five pillars work anywhere people share space, supplies, or information. Only the checklist items change. In healthcare, a 5S audit checklist can cover supply rooms, crash carts, and medication areas, where finding the right item fast matters. One [2025 hospital 5S study](https://journal.achsm.org.au/index.php/achsm/article/view/4339) in the Asia Pacific Journal of Health Management covered 12 departments across two tertiary hospitals in India. The researchers scored departments with a structured 5S audit checklist on a 1–5 scale. After 5S training, mean audit scores rose 30.99% in the private hospital and 43.39% in the government hospital. Time to find a working oxygen cylinder fell 52% and 46%, respectively. That's one pre/post study without a control group, so treat the numbers as an example rather than a typical result. It still shows how a scored checklist gives teams a measurable baseline to improve against. In offices, 5S applies to shared desks, supply cabinets, and digital workspaces. A digital Sort and Set in Order might include these checks: - **Shared drives:** Archive outdated files and give each team a clear folder structure. - **File naming:** Use one naming convention so anyone can find the current version. - **Inbox and channel hygiene:** Archive inactive channels and clear stale threads on a set schedule. - **Shared desks:** Clear hot desks at the end of each day and store supplies in labeled spots. ## Asana features built for 5S audits The features below power the 5S audit checklist template. Here's how each one supports the audit-to-action workflow. ### Integrated features - [Forms](https://asana.com/features/workflow-automation/forms)**:** Auditors submit checklists from any device, with photos attached. Each submission becomes a task in the audit project. - [Custom fields](https://help.asana.com/s/article/custom-fields)**:** Track pillar, score, area, shift, and auditor on every item. Filter and sort to find the lowest-scoring areas fast. - [Recurring tasks](https://help.asana.com/s/article/scheduling-tasks-using-start-dates-due-dates-and-times#recurring-tasks)**:** Set weekly or monthly audits once. Asana creates the next audit when the current one is complete. - [Reporting dashboards](https://help.asana.com/s/article/reporting-with-dashboards)**:** Chart pillar scores by area and site over time. Share one view with supervisors and plant leaders. - [Automations](https://help.asana.com/s/article/rules)**:** Route failed items to area owners and set due dates automatically. AI Studio adds no-code automations for intake, routing, and approvals. - [AI Teammates](https://asana.com/product/ai/ai-teammates)**:** Prebuilt AI Teammates for manufacturing can help draft corrective-action summaries for human review. Agents have permissions and audit trails, and people approve decisions. ### Recommended apps - [Google Workspace](https://asana.com/apps/google-drive)**:** Attach SOPs, floor maps, and audit photos from Google Drive directly to tasks. - [Microsoft Teams](https://asana.com/apps/microsoft)**:** Share audit results and create follow-up tasks from team chats. - [Slack](https://asana.com/apps/slack)**:** Post audit summaries to area channels so teams see their scores right away. - [Tableau](https://asana.com/apps/tableau)**or**[Power BI](https://asana.com/apps/powerbi-by-asinaria)**:** Blend 5S scores with production and quality data for deeper trend reporting. ## Run sustainable 5S programs with Asana For multi-site manufacturers, the hardest part of 5S is keeping every plant on the same standard. With [Asana for manufacturing teams](https://asana.com/industry/manufacturing), you can run one audit plan across plants, using the same checklist, scoring scale, and corrective-action workflow everywhere. The [Enterprise Work Graph®](https://asana.com/resources/work-graph) connects audit tasks and corrective actions to the goals they support, such as safety, quality, or uptime targets. Plant leaders can see how 5S lean practice in one cell connects to site and company goals. Every corrective action stays visible until someone closes it. ## FAQs about 5S audit checklist templates #### What are the five steps of 5S? The five steps of 5S are Sort, Set in Order, Shine, Standardize, and Sustain. Together, they help teams remove clutter, organize what remains, keep it clean, standardize the routine, and make it a habit. #### What is 5S, 6S, and 7S? 5S covers the five core steps, and 6S adds Safety as a sixth S. 7S definitions vary by organization, but they usually add Safety plus another element the team chooses. #### Is 5S part of Six Sigma? No, 5S is a lean method, while the [Six Sigma methodology](https://asana.com/resources/six-sigma) uses DMAIC to reduce process variation. 5S often lays the groundwork for Six Sigma, and many organizations combine the two in Lean Six Sigma programs. #### How often should a 5S audit be performed? There's no single standard for 5S audit frequency. Many teams run frequent self-audits, such as weekly, plus periodic cross-audits, such as monthly, and adjust based on score trends. #### How do you encourage employee buy-in for 5S? Involve the people who work in each area in building the checklist and running self-audits. 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