Paul Ducey
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✓ Free · MIT License 5S Workplace Organization Audit

5S Audit

5S is only as good as the last audit. This skill scores all five pillars, surfaces the gaps, and generates the action plan, with an owner, a due date, and the next audit date scheduled before the session closes.

The Five Pillars

Sort, Set, Shine, Standardize, Sustain

Each pillar builds on the previous. You cannot standardize a workspace that hasn't been sorted. You cannot sustain a standard that isn't documented. Scoring all five reveals which pillar is the weak link, not just whether the area "looks okay."

🗑️
Sort
Seiri
Remove everything that is not needed for current work. If in doubt, red-tag it.
📐
Set in Order
Seiton
A place for everything, everything in its place. Shadow boards, labels, floor tape: every item has a designated location.
✨
Shine
Seiso
Clean is inspect. The act of cleaning reveals abnormalities such as leaks, wear, and damage before they become failures.
📋
Standardize
Seiketsu
Document the standards so the first three S's don't decay. Visual controls, cleaning schedules, audit checklists.
🔄
Sustain
Shitsuke
Make adherence a habit, not an event. Regular audits, trend tracking, and discipline to maintain what was built.

Scoring System

0 to 3 per pillar, 15 points maximum

The skill scores each pillar from 0 to 3 based on what you observed, not what you believe should be there. Descriptions for each level are shown explicitly so the auditor and the team agree on what a "2" means before the score is recorded.

0
Not started. No evidence of 5S implementation for this pillar.
1
Attempted with major gaps. Some elements present but significant issues remain.
2
Implemented with minor gaps. Standard is in place; a few items need attention.
3
Fully implemented and verified. Standard is visible, maintained, and evidenced.
Shine is inspection, not cleaning

The most misunderstood pillar. When you clean, you inspect. The point is finding what's abnormal: a slow coolant leak, frayed wiring, wear on a guide rail. It is not about making the machine look clean for the audit. A score of 3 for Shine means abnormalities are being found and logged during cleaning cycles, not that the floor is swept.

Sample Audit Output

Per-pillar scores with an action plan

Every pillar gets a score, a description of what was observed, a corrective action, an owner, and a due date. The audit is not complete until all five rows have an owner and a date.

Pillar Score Gap Observed Action Owner Due
Sort 2 Three red-tagged items still present from prior audit; no disposition recorded. Resolve all three red tags: scrap, move, or return to stores. T. Park Sep 13
Set in Order 3 Shadow boards current; floor tape intact; labels legible. No action required. Re-verify at next audit. n/a n/a
Shine 1 No cleaning log on machine. Coolant tray overflowing. No abnormality record. Establish daily cleaning schedule; post at machine. Add abnormality log. M. Santos Sep 10
Standardize 2 Audit checklist exists but has not been updated since April; two items obsolete. Revise checklist to reflect current layout. Post updated version at station. T. Park Sep 17
Sustain 1 Last audit was 11 weeks ago. No trend chart posted. Score is declining. Schedule monthly audits for remainder of year. Post trend chart at cell. L. Chen Sep 10
Total 9 / 15. Next audit: Oct 6

Common Audit Mistakes

Why 5S audits stop working after the first one

Scoring too generously
"It's mostly there" is not a score. A 2 means the standard is implemented with minor gaps you can name specifically. If you can't name the gaps, you haven't audited. You've walked through. The skill asks for evidence before assigning a 2 or 3.
Auditing only visible surfaces
The inside of drawers, under machines, inside electrical cabinets, and the back of shelves are where 5S actually lives. If the audit route doesn't include these, the score reflects what management sees during a walkthrough, not the actual state of the area.
No audit calendar: one-and-done
A 5S audit done once at a kaizen event and never repeated is a photograph, not a discipline. Sustain requires a scheduled frequency, weekly or monthly depending on the area, and a trend chart that shows whether scores are improving or decaying.

How It Works

Describe what you observed. Get a scored audit with an action plan.

01
Name the area and say what you observed

Describe what you saw during your walk: red-tag status, shadow board condition, cleaning evidence, posted standards, last audit date. Photos described in text work too.

02
The skill scores each pillar

A 0–3 score is assigned to each pillar based on your observations, with the evidence cited for each score. Any pillar with insufficient evidence gets a clarifying question before the score is set.

03
Gaps surface as specific actions

Every pillar scored below 3 produces a specific corrective action. Not "improve 5S" but "post cleaning schedule at machine, verify during next shift." Vague actions don't get assigned or completed.

04
Owner and due date for every action

The skill prompts for an owner and a due date before the audit is closed. An action without an owner is not an action. It's a wish.

05
Next audit date set before closing

The audit closes with a scheduled next audit date. The output includes a score trend row to paste into your tier board or management review chart.

Examples

Works for shop floors and clinical spaces alike

🏭 Manufacturing
🏥 Healthcare

Assembly workstation audit. Area recently completed a 5S kaizen event. This is the first follow-up audit, eleven weeks later.

Area: Assembly Cell 3 — Workstation A
Date: 2026-09-06
Auditor: L. Chen

Sort:       2 — three red-tagged items still awaiting disposition from kaizen event
Set:        3 — shadow boards current, floor tape intact, all labels legible
Shine:      1 — no daily cleaning log; coolant tray overflow not logged
Standardize:2 — checklist outdated (April); two items removed from layout
Sustain:    1 — no trend chart; last audit was 11 weeks ago

Total: 9/15. Prior audit: 11/15. Score declining.
Skill interpretation

Score declined from 11 to 9 since the kaizen event. Shine and Sustain are the weak pillars. Both scored 1. Root cause: no cleaning schedule was posted after the event and no audit cadence was established. Actions generated: three owners, three due dates, next audit Oct 6.

Medication room audit on a medical-surgical unit. The skill adapts terminology: "shadow boards" becomes "labeled storage," "floor tape" becomes "zone demarcation," "coolant tray" becomes "spill tray inspection."

Area: Med Room 4W
Date: 2026-09-06
Auditor: J. Rivera, RN

Sort:       3 — expired medications removed weekly; no excess supplies present
Set:        2 — two label holders empty; Pyxis override bin unlabeled
Shine:      2 — spill tray inspected daily per log; one refrigerator seal flagged
Standardize:1 — no posted standard for override bin; no cleaning checklist at refrigerator
Sustain:    2 — monthly audits on schedule; trend chart posted but not current

Total: 10/15
Skill interpretation

Standardize is the weak pillar at 1. The override bin has no posted standard and the refrigerator has no cleaning checklist at point-of-use. The standards exist in policy but are not visible at the location where the work happens. Actions generated: two owners, next audit Oct 4.

What you get

A real run on the sample data

Unedited output. The sample message at the top went to Claude Sonnet 4.6 (an earlier-generation model, so a newer one may word things differently) with this skill pasted in, the same way the steps below show, on September 29, 2026. Scroll inside the frame to read the whole reply.

5S Audit: the full reply from a real run on the sample data, ending with what the skill did, what still needs a human, and one next step.

Open the full image

Installation

Walk the area, then run the audit

1
Copy the skill. Open 5s-audit.md, select all the text and copy it.
2
Paste it into Claude. In claude.ai, start a new chat and paste it as your first message, or paste it into a Project's instructions so it's there every time. The free plan works, and free accounts can keep up to five Projects.
3
Say what's in front of you, in your own words, with any data you have (leave out names). For example: "run a 5S audit for Assembly Cell 3, Workstation A" and describe what you observed, pillar by pillar. Add "just draft it" to skip the questions and get the whole deliverable now.
4
See a finished example first (optional): the worked examples are in the download, in the resources/examples folder.

Related Skills

5S leads to standard work and daily management

A stable, organized workplace is the foundation for standard work. Without 5S, standards decay because the environment changes around them.