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9 free 5S checklists to organize your workplace

9 free 5S checklists to organize your workplace

Hero author imageBy Ima Ocon
•
October 25th, 2024
•
7 min read
Hero image

Table of contents

  • 5s checklists for maintaining order
    • 1. 5S audit checklist
    • 2. 5S cleaning checklist
    • 3. 5S daily checklist
    • 4. 5S checklist for warehouse
    • 5. 5S manufacturing checklist
    • 6. 5S red tags template
    • 7. 5S office checklist
    • 8. Daily 5S checklist for warehouse
    • 9. 5S housekeeping checklist
  • How to create a 5S checklist in Lumiform

The 5S Lean methodology is an efficient framework for keeping your workspace organized and clean, with everything in its proper place. You can use any of the 5S checklists below to guide you through the process. All of them follow the 5S principles: Sort, Set in Order, Shine, Standardize, and Sustain.

The end result? Your team actually becomes more productive because you don’t waste time searching for the right tools, safety increases, and you minimize waste too.

5s checklists for maintaining order

These templates cover a wide range of setups, from warehousing and manufacturing to offices, so you can apply 5S in any work setting. Download them as PDFs or go paperless and share them as digital forms with your team!

  1. 5S audit checklist

    5S audit checklist
    Use this templateSee details
    Streamlining your workspace requires regular audits to ensure everything stays in line with the 5S principles. This audit checklist helps you systematically evaluate each area so you can maintain sorting, organizing, and standardizing practices. Key features include sections for scoring and comments, making it easy to track progress over time. To adapt it to your unique needs, you can edit the scoring criteria or add sections for specific departments. With this checklist, staying on top of 5S audits becomes a straightforward, repeatable process.
    Use this templateSee details
  2. 5S cleaning checklist

    5S cleaning checklist
    Use this templateSee details
    Maintaining a clean and organized workspace is central to the 5S methodology, and this cleaning checklist empowers you to be consistent with tasks. It includes all the essential steps for keeping each area spotless while promoting a culture of cleanliness. You’ll get clear task breakdowns, allowing you to schedule cleanings easily. Customize this checklist by adding specific cleaning protocols for sensitive equipment or adjusting it for high-traffic areas. This template is your go-to for making cleaning a natural part of your team’s workflow.
    Use this templateSee details
  3. 5S daily checklist

    5S daily checklist
    Use this templateSee details
    Keeping your operations running smoothly depends a lot on being diligent with daily tasks. This 5S daily checklist helps you verify that all necessary tasks are completed at the start of each day. It’s designed for repeatable tasks, offering an easy way to maintain standards day after day. You can tailor it by adding your own specialized cleaning tasks and then assigning specific duties to different team members. With this template, keeping up with your daily 5S routines becomes a habit.
    Use this templateSee details
  4. 5S checklist for warehouse

    5S checklist for warehouse
    Use this templateSee details
    Organizing a warehouse can be challenging, but this 5S checklist makes it a lot less complicated. You can use it to stay on top of organizing storage, make the most out of your space, and keep everything in its place. The checklist includes sections for inventory arrangement and labeling so that your facility can follow the same practices all throughout. Feel free to add other criteria for specific zones or product categories based on your unique warehouse layout.
    Use this templateSee details
  5. 5S manufacturing checklist

    5S manufacturing checklist
    Use this templateSee details
    Efficiency is everything in manufacturing, which is why 5S works so well for it. This checklist focuses on improving workflows and keeping production areas organized and safe. It highlights critical tasks like equipment placement and workspace cleanliness. You can adapt it by adding inspection points for machinery or safety checks, ensuring it aligns perfectly with your operational goals. With this checklist, maintaining a clean and efficient production line becomes much easier, reducing downtime and boosting productivity.
    Use this templateSee details
  6. 5S red tags template

    5S red tags template
    Use this templateSee details
    When decluttering your workspace, the red tags template makes it convenient to flag items that are no longer needed or are out of place. It’s designed to help you identify, categorize, and track items during the “Sort” phase of the 5S process. Key features include fields for item description, location, and action required. This way, you can document each step clearly. Customize the template by adding priority levels or departments for follow-up actions, making it adaptable for any workspace.
    Use this templateSee details
  7. 5S office checklist

    5S office checklist
    Use this templateSee details
    The 5S methodology is also highly effective for office environments, where there’s a lot of hustle and bustle throughout the day. This office-specific checklist aids you in tackling common tasks like organizing desks, filing systems, and digital records. It includes areas for physical space management and digital workspace cleanup, so you can maintain a clutter-free, productive office. To tailor this checklist, include sections for unique areas in your office, like shared spaces and kitchenettes.
    Use this templateSee details
  8. Daily 5S checklist for warehouse

    Daily 5S checklist for warehouse
    Use this templateSee details
    Consistency is key to maintaining an organized warehouse, and you can stay on top of routine tasks like sorting, cleaning, and organizing inventory with this daily 5S checklist. It provides a structured approach so your team can check every area regularly, with an easy-to-use layout and straightforward yes-or-no questions. You can customize it by emphasizing high-priority zones in your warehouse. With this daily checklist, you can keep your warehouse clean and efficient every day while reducing errors.
    Use this templateSee details
  9. 5S housekeeping checklist

    5S housekeeping checklist
    Use this templateSee details
    With this housekeeping checklist, you can maintain high cleanliness standards, with no area neglected. It covers essential tasks like having clear signs for every room and setting cleaning schedules, with features like rating scales and a final recommendations section. Customize it by adding cleaning responsibilities for different teams or specific equipment that requires special attention. This template makes it easy to integrate thorough housekeeping into your daily 5S routine, keeping your workspace tidy and safe.
    Use this templateSee details

How to create a 5S checklist in Lumiform

You can open any of the templates above in the Lumiform app, then customize them to create your own 5S template. With the drag-and-drop form builder, feel free to add extra fields and diverse input types—such as multiple-choice options, checkboxes, or even photos—to make it simple yet comprehensive for your team to follow. Photos can be especially useful for capturing “before and after” shots or documenting issues for clearer audits.

Once your template is set up, sharing it across your team is just as easy with Lumiform’s mobile app. Frontline staff can access the template in real time, fill out the fields, and instantly upload their completed checks. This allows you to stay consistent with daily or weekly 5S routines, even on the go. For areas needing immediate attention, team members can flag issues, and you can assign tasks directly within the app, ensuring that no problem goes unresolved.

As you collect more data, Lumiform lets you analyze your team’s results and automatically generates reports, so you can track progress over time. This visibility makes it easy to spot trends, maintain standards, and keep your 5S process evolving smoothly.


Frequently asked questions

What are the 5S of lean?

The 5S lean principles are a workplace organization method designed to improve efficiency and reduce waste. The five steps are: sort (remove unnecessary items), set in order (organize what’s left), shine (clean and maintain the workspace), standardize (create routines), and sustain (maintain the system over time).

How can I sustain 5S lean efforts long-term?

To keep 5S lean practices going long-term, make it part of your company culture. Schedule audits regularly, give visual reminders, and involve everyone consistently. You can also use Lumiform to track progress, identify weak spots, and generate reports, keeping everything organized and up-to-date.

What is the best way to train my team on 5S lean practices?

The most effective training combines hands-on learning with clear guidelines. Start by introducing the basics of 5S and then implement real-life examples in your workspace. Lumiform makes training easier by allowing you to create 5S checklists and assign tasks to different team members, so they can practice the steps directly on the job.

Author
Ima Ocon
Ima is a writer and editor who specializes in technology, with experience crafting content for companies like Canva and FluentU. She's passionate about startups, remote work, and language learning, as well as the applications of AI in marketing. Currently, she is based in Asia, and she previously studied in Taiwan and Singapore.
Lumiform offers innovative software to streamline frontline workflows. With over 12,000 ready-to-use templates or custom digital forms, organizations can increase efficiency and automate key business processes. The platform is particularly user-friendly, offering advanced reporting capabilities and powerful logic functions that enable automated solutions for standardized workflows. Discover the transformative potential of Lumiform to optimize your frontline workflows. Learn more about the product

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