5s Implementation Manual
5s Implementation Manual
MANUAL
JAT Tehnika
1st Edition
May 2022
5S IMPLEMENTATION MANUAL
Table of contents
Contents
Table of contents..............................................................................................................................2
Introduction.........................................................................................................................................3
1. Definitions.................................................................................................................................3
Part I.....................................................................................................................................................5
1. Four phases of 5S implementation process............................................................................5
Phase 0: 5S Basic Training..................................................................................................................................6
Phase 1: Preparatory Phase..................................................................................................................................6
Phase 2: Introductory Phase.................................................................................................................................6
Phase 3: Implementation Phase...........................................................................................................................7
Phase 4: Maintenance Phase................................................................................................................................7
2. Ten Steps for 5S installation....................................................................................................8
Part II Implementation steps of 5S activities....................................................................................9
Step 1: Decision making to install 5S.............................................................................................9
Step 2: Drafting action plan..........................................................................................................10
Step3: Kick off meeting.................................................................................................................12
Step 4-1: Training for S1-S3 activities.........................................................................................17
Outline of the training........................................................................................................................................17
Step 4-2: Practice Sort, Set and Shine activities.........................................................................18
Sort (Sankhulani, Seiri)......................................................................................................................................18
Set (Sanjani, Seiton)...........................................................................................................................................20
Shine (Salalitsani, Seiso)...................................................................................................................................21
Step 4-3: Internal training............................................................................................................21
Outline of 5S Basic Training.............................................................................................................................21
Step 5: Internal supportive supervision......................................................................................25
Step 6: Brush up practice Sustain activity..................................................................................25
2
Introduction
1. Definitions
5S: It is to implement Sort (S1): to eliminate what is unnecessary, Set (S2): to align in the
position easy to use, Shine (S3): to make things clean without trash or dust, and
Standardize (S4): to maintain S1 to S3, and Sustain (S5): to voluntarily continue S1 to
S4. Its original purpose is to delete the defect from finished goods with defect or dirt,
and later utilized in the various purposes such as improving the work environment,
organizational revitalization and management system improvement.
Step1: ‘5S’: improvement of work environment, rethinking of the staff, understanding their
business processes
Step2: ‘KAIZEN’: constructive understanding of the systematic problem resolution and
business process improvement
3
Part I
The duration of each phase are recommended for effective and efficient implementation of
5S-KAIZEN activities. The details are shown in the diagram below.
4
Phase 0: 5S Basic Training
When a management team of a facility considers installing 5S activities, top management
and a focal person for QA in the facility shall attend “5S Basic Training” The top
management and the focal person should understand 5S principles and implementation
procedures.
After the six months from 5S Basic Training, the department will conduct “Supportive
Supervision” at participant’s facilities of 5S basic training, observe progress of 5S
installation and providing technical advices. Based on the achievement in the pilot areas
and results of supportive supervision, the management shall decide how to expand 5S to all
departments in the organization.
In introductory phase, Work Improvement Teams (WITs) in the pilot areas and a focal
person of 5S have to learn 5S deeply from the practice in work places and accumulate their
experience for expanding 5S into the whole organization. Moreover, it is necessary to be
aware that “5S is not a Cleaning Campaign” but that “5S can be management tools for
improvement of working place by the staff”.
Before the expansion of 5S, top management shall send a focal person and another person
in-charge for 5S to “5S Training of Trainers (TOT)”. They have to understand how to
conduct internal training of 5S.
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Phase 3: Implementation Phase
Recommended duration for implementation phase is approximately two years. Beginning
of implementation phase, Quality Improvement Support Team (QIST) and WITs shall be
established officially. Internal training of 5S shall be also conducted to all staff.
Standardize and Sustain activities are developed by QIST and practiced in all the pilot
areas. New departments to install 5S activities will introduce Sort, Set and Shine activities
based on the standardized procedures.
6
Part II
Preparatory Phase
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(2) Explanation of basic concepts and effectiveness of 5S activities
The focal persons will explain “What 5S principles are” and “How 5S is effective for
working improvement” with materials provided at “5S Basic Training”. Awareness of
importance of 5S activities shall be increased among team members. The table below
shows an example of briefing meeting.
Time Responsible
Activities Purpose
allocation person
20 min “Explanation of Develop/Increase awareness of Focal persons
5S-KAIZEN importance of 5S-KAIZEN-
Approaches” Approaches among team members
20 min “Discussion” Build consensus to install 5S-KAIZEN Focal person,
Approaches team members
10 min “Way forward” Confirm/Share next step, Develop team members
schedule
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Following contents shall be described and explained clearly in an action plan.
(1) Issues and challenges of a production facility
- Basic information of a engine maintenance facility/section/department
- Issues that a engine maintenance facility/section/department is facing
- Challenges that a engine maintenance facility/section/department will tackle
(4) Goal
“Goal” should be achievable and consistent with the existing QA policy and
organizational goal.
(5) Objectives
Objectives means “achievements after implementation of the action plan” and shall be
described into three contents, “Outputs”, “Indicators” and “Means of verification”
- Outputs: statements or products for achieving objectives
- Indicators: measures for evaluation of achievement
- Means of verification: Methods or tools for evaluating the indicators
-
(6) Pilot area(s) for implementation of 5S
Number of pilot areas is two or three as initiation and selected pilot areas will be
“Showcase” of 5S activities.
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Step3: Kick off meeting
(1) What is “Kick off meeting”?
Kick off meeting is an event for announcement to begin 5S activities officially. In short,
it is an important initial event that management shows commitment of installing 5S
activities into its own facility to maintenance staff. At the same time, it is necessary
to sensitize 5S activities to maintenance staff and to select pilot areas for 5S
installation. Focal persons and management will arrange and conduct this kick off
meeting. There are three events in the meeting; “Exposure Seminar”, “Situation
Analysis” and “Selection of Pilot Areas”.
(3) Methods
There are four events in the meeting; “Exposure Seminar”, “Situation Analysis”,
“Selection of Pilot Area” and “Way forward”. The table below shows an example of
timetable for the meeting.
“Exposure seminar”
Beginning of the kick off meeting, “What 5S is” and “How 5S is effective” will be
explained at the exposure seminar. All staff in the health facility can participate to be
exposed to 5S concepts. In the exposure seminar, true meaning of 5S must be
conveyed to the staff. 5S is often incorrectly characterized as “standardized cleanup”,
however it is meaningful much more than cleanup. 5S is a philosophy and a way of
organizing and managing workspace and workflow with focused intention to improve
efficiency by eliminating waste, improving workflow and reducing process
unreasonableness. The following points should be emphasized during the exposure
seminar:
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- We choose a facility which provides quality of service as customers. Then we
hope to be chosen by customers as good service facility.
- If employees are not satisfied with own work, customers cannot be satisfied.
- “You can do it” because others can do it too.
- 5S activities help to improve working environment for smooth implementation
of quality improving activities
- 5S activities are not a onetime event. It should be practiced day by day and
make 5S as a culture of the health facility. Periodical training is necessary for
both management and department/section level for sustainability.
“Situation Analysis”
Purpose of Situation Analysis is to understand baseline status before 5S
implementation by results of the check sheet and interview and photos. “Situation
Analysis Check Sheet” is utilized for the implementation.
1) Procedures of the analysis
i) Select members for the analysis (after the exposure seminar)
ii) Explain how to use the check sheet
iii) Make sub-groups for the round
iv) Set routes and time allocation for each sub group
v) Go round by the sub groups with the check sheet
vi) Collect the check sheet
vii) Summarize the results of the check sheet and interview, and photos
viii) Feedback the results
3) Photo taking
During situation analysis, one of the members in the sub group must equip with
a digital camera, and photographs of work place must be taken to record current
situation prior to 5S implementation. These are useful for comparing and
measuring the progress (Before-After) of 5S activities.
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Diagram 2-2: Example of photographing record
Note that positions of photo taking must be recorded for the next visit to monitor
progress of 5S activities like the above diagram. It is important not to take
photos so closely
Diagram 2-3: Bad and good example of photographing for Situation Analysis
All pictures should be shared with management and department staff. This can help
understanding “how working environments can be improved”.
The analyzed results should be reflected to revise the action plan (version 0) for proper
understanding of situation and development of action plan (version 1) to start 5S in pilot
areas.
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“Selection of Pilot Areas”
Based on identified current situation, proper pilot areas shall be selected with consensus
among the selected members for situation analysis, team members and the focal
persons. Criteria for the selection are followings.
- The leader of the area has good leadership.
- The leader is interested in 5S.
- The area is not so dirty but not so clean.
- The area has enough staff for 5S implementation.
- The area might achieve good results of 5S.
The pilot areas shall be chosen as the areas for successful implementation of 5S
activities. The organization has to learn the lessons from the successful achievement in
the pilot areas to expand to the other departments. Proper implementation of 5S
activities at targeted area(s) is to make “showcase” (model of 5S), which helps to make
staff understand “what is 5S about” (Seeing is believing!) When select the target(s),
DO NOT select sections or departments that are facing lots of problems as it will take
long time to solve the problems and difficult to make them as a “showcase”. For
example, the area which is so dirty shall not be chosen because it takes long time to be
sorted and set successfully, and staff might be bored or give up.
“Way forward”
At the end of the kick off meeting, way forward shall be showed to participants.
Necessary information is 1) the focal persons and management will revise action plan
based on the results of Situation Analysis and show it to all workers as soon as possible,
and 2) the training on S1-S3 activities for the pilot areas will be held by the facilitator
as next step for 5S activities.
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4) Prepare necessary items/materials
- Timetable of the meeting
- Attendant list
- Presentations (5S principle & 5S tools)
- Situation Analysis Check Sheet
- Lunch or refreshment
- Digital camera
- Laptop, Extension code and Projector if necessary
- Stationery (Pens, Flip chart and Notepads) if necessary
Introductory Phase
(3) Participants
Members for 5S implementation from the pilot areas
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(4) Facilitators
The focal person for 5S activities and team members
Sort
Set
Shine
Work Venue
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Sort (Sankhulani, Seiri)
Practice of Sort is starting from identification of unnecessary items in the work place. It
has to be initiated by disposing all that are no longer needed after identification of
unnecessary items through putting Red Tag and colour coding. Through Sort activity, we
can create spaces and categorize all items in departments/sections clearly.
A simple way of Sorting is to categorize all equipment, machines and furniture into three
(3) categories by using colours. These categories are; Unnecessary (not need it), May/May
not be necessary (Uncertain), and Necessary (Need it) as depicted.
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Diagram 2-4: How to Sort materials/items/tools
When unnecessary items are collected from various departments/sections, the followings
must be recorded and filed for smooth discarding procedures:
- Name of items
- Inventory number
- Where it was
- Where it will be stored
“Unnecessary item store” should be established and all unnecessary items properly stored
until discarding process is completed. If sizes of unnecessary items are large and not
repairable, space for unnecessary items should be created within the hospital compound
with safe storing measures. Rules for regular disposal have to be established.
Practice of Set emphasizes on proper orderliness of things in the work place. Items are
placed to facilitate easy access and to optimize workflow. For example;
- Signboards are set at the entrance to access easily for various services locations in
the health facility.
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- All locations are named or numbered.
- Every item has to be labelled with an inventory number (discretely) and
assigned a location. The assigned location is marked on the item and at
the location.
- Visual controls including color coding are practiced.
- Files and cupboards are indexed.
- X-axis-Y-axis alignment is practiced in the positioning of items.
Shine activity also means not only “Cleaning” but also “Maintenance”.
- Equipment shall be check whether it is working well or not.
- Facility must be checked broken or not, such as windows, doors, sinks,
toilets and ceilings.
- Cleaning equipment is broken or not.
If there are any sign of troubles it must be reported to top management or
maintenance department through person in charge of the department/section.
Sort
Set
Shine
Work Venue
“Checklists” should be developed for each activity/service area and utilize it for
the standardization.
Equalization is important to reduce variance of quality. The variability is the cause
of creating needless work in the workflow. Therefore, consider equalizing the
followings:
Individual capacity:
- Information sharing and development of Standard Operational Procedures
Information:
- Sharing among staff of policy and strategy for quality improvement and
current situation of KAIZEN activities
Step 6: Internal supportive supervision
Although supportive supervision will be conducted periodically by facilitators, the
team has to establish internal monitoring mechanism and conduct periodical
monitoring. Details of monitoring procedures are mentioned in Part IV.
Maintenance Phase
Sustain
Standardize
Sort
Set
Shine
Work Venue
Care should not be taken to get into a routine with 5S activities. Once again, since
5S tasks appear minor, staff may not concentrate on 5S after the initial
implementation. Inspections through and continuous evaluations of all work units
are essential to keep track of 5S Programme.
The following activities are expected be conducted in this phase:
- Periodical training of staff
- Refresh training for staff
- Periodical internal supportive supervision by facilitators
- Periodical self-monitoring by
- Quality competitions and awarding for good practice
- (Original) 5S poster development and display
- Establishment of 5S corner within department/section and frequency updating
- Display of 5S progress chart, table, and graphs
The staff will consider how to improve the work place or process naturally. It
means that the staff is able to manage his / her work.