This material is designed to provide an understanding of the
basic concepts and tools used in a 5S workplace and the goals of a
5S event. It is a supplement and may be used by Event leaders for a
training aid.
5S represents 5 disciplines for maintaining a visual
workplace. These are foundational to Kaizen and a manufacturing
strategy based "Lean Manufacturing" concepts. 5S is the starting
point for improvement activities that ensure our company’s survival.
The 5 disciplines are:
1. SORT - Remove all
items from the workplace that are not needed for current operations.
Leave only the bare essentials.
Sort: This means that you remove all items from the workplace
that are not needed for current production. You must first ask,
"what job is performed here?" Leave only the bare essentials for the
job. When in doubt, toss it out!
Why?... When the sort discipline is well implemented:
problems in the work "flow" are reduced / throughput is
increased
communication between workers is improved
product quality is increased
wasted space is reduced
wasted time looking for parts or tools is reduced
overstocking is avoided
The Red-Tag Strategy:
This is simply a method for identifying potentially unneeded
items in the factory or warehouse, evaluating whether they are
needed, and dealing with them appropriately. As implied, red tags
are used to identify items removed from the work area for
evaluation.
In order to implement red-tagging effectively, a red-tag holding
area must be created. People tend to be more ready to let go of
questionable items if they are not needed after a given time of
review. A red-tag holding area is an area set aside for use in
storing red-tagged items that need further evaluation. Each
department or production area that participates in red-tagging
should create a local red-tag holding area to manage
the flow of red-tagged items within the department or local
production area. If items are not needed in the area, they can be
reviewed in a central red-tag holding area, created to
manage the flow of items that cannot be disposed of by individual
departments.
There are seven steps in the red tag process:
Launch the red tagging project
Identify red tagging targets (specify the types of items and
the physical work areas to be evaluated)
Set red-tagging criteria. Ask three questions:
Is it needed?
In what quantity?
Where does it need to be located?
Make red-tags (note: these are already made; see
Administrative Assistant)
Attach the tags
Evaluate the tags
Document results of red-tagging
What is my job function(s)?
Think of an item in your workspace that is not
needed.
Set-in-Order: Once Sort has occurred, this step ensures tools
needed for a job are in place and arranged so that they are easy to
find, use, and put back.
Why? It eliminates many types of waste in production and
clerical activities. Examples are waist of looking for a tool and
motion waste. Another important reason to Set-in-Order is that
orderliness is the core of standardization. The workplace must be
orderly before standardization can be implemented effectively.
Visual controls: Devices used as you Set-in-Order to
communicate the standards for how work should be done. Make it
obvious at a glance!
Implementing:
1. Decide on appropriate locations
Consider how to store tools and jigs
Consider principles of motion waste.
Motion waste is any motion in a process that does not
add value. Look for wasted motion and analyze carefully why this
motion waste has occurred. This analysis can help us to discover
methods of manufacturing that approach the zero-waste mark.
The 5S Map is a map of the work area used to evaluate
current locations of parts, jigs, tools, equipment, and
machinery, and to decide best locations for these items based on
these two sets of principles.
2. Identify best locations once they have been decided.
(A place for everything, everything in its place!)
Signboard and Painting Strategies – Identify: What? Where? How
many?
5S Map – Map out locations of equipment in the work area
Color-Coding Strategy - Distinguish use of tools, parts, etc.
by color
Outlining Strategy – Draw outlines of tool/jig storage
locations
Can I think of an example of how to use
color-coding?
An example of signs is tool rack labels. Think
of any more?
SHINE: Keeping everything clean and readily usable.
Why? One of the key purposes of cleaning is to keep all equipment
in top condition so that it is always ready to be used. When
the third pillar is not well implemented, the problems that arise
include: poor employee morale, safety hazards, equipment breakdowns,
and an increased number of product defects.
Implementing: (5 Steps)
Determine Shine targets – What is to be shined?
Determine Shine assignments – Who is responsible?
Determine Shine methods – How will it be shined?
Prepare Shine tools – What is needed to shine?
Implement Shine (everyone’s responsibility in a work area)
5S Schedules – Have a plan…
5 Minute Shine – Quick & easy!
Make it a habit! Once daily cleaning and periodic major
cleanups are a habit, inspection is incorporated into the Shine
procedures. This turns "cleaning" into…
"Cleaning/ Inspection."- Places a greater emphasis on
the maintenance of machines and equipment.
Implementation Steps:
Determine cleaning/inspection targets
Assign cleaning/inspection jobs
Determine cleaning/inspection methods
Implement cleaning/inspection, using all your senses
to detect abnormalities (unusual vibrations, odors, etc.)
Correct equipment problems by repairing all defects
immediately or (if your team can’t repair) making a formal
request to the maintenance team to schedule the repair.
Implementation Tools:
Cleaning/Inspection Checklists
Checklists of maintenance activities needed.
How can using all my senses find problems when I
clean/inspect?
STANDARDIZE: This means creating a consistent way to carry
out tasks and procedures. Everyone does it the same (documented)
way. Make it a habit!
Why?: Without Standardize, improvements made with the first
three disciplines would soon be lost as new employees are hired,
people forget, etc. Standardize ensures sort, set-in-order, and
shine are maintained in their fully implemented state.
Implementing: Done in two steps: Making It A Habit and
Prevention
Making it a habit:
Assigning three discipline job responsibilities
Integrating three pillar duties into regular work duties
Checking on the maintenance of the three pillars
Everyone must know exactly what they are responsible for doing
and exactly when, where, and how to do it. The five disciplines
must become part of the normal work. 5S work must be brief,
efficient, and habitual. ( K.I.S.S.)
Tools
5S Job Cycle Charts (known responsibilities)
Visual 5S (makes status of 5S obvious at a glance)
Unbreakable standardization means making Sort, Set
in Order, and Shine procedures "unbreakable", where it’s difficult
or impossible to do a task wrong. The three aspects of unbreakable
standardization are:
Preventive Sort procedures - find ways to prevent unneeded
items from accumulation in a workplace by keeping them from
entering it!
Preventive Set in Order procedures – Keep Set-in-Order from
breaking down by making it difficult or impossible to put things
in the wrong place.
Use the 5 "Why", 1 "How" approach (5W1H)
Suspension
Incorporation
Elimination
(3) Preventive Shine procedures - Treat problems at the source.
Get as close as you can to the problem.
How can the 5W1H tool be used to keep an area from
getting dirty?
How can visual 5S be used to help distinguish
normal vs. abnormal?
The fifth pillar, Sustain, means to make a habit of properly
maintaining correct procedures over time. No matter how well
implemented the first four disciplines are, improvement gains will
be lost and 5S doomed to failure without a commitment to sustain
it! 5S does not end at the conclusion of the 5S event. We must
make 5S part of our work "culture" and a thorough habit.
Why? Ask yourself, "In your life in general, "why do I commit
to sustain a particular course of action?" Usually, your decision
is based on greater rewards for doing something than not doing it.
Similarly, the rewards of implementing the five pillars are
greater for you than the rewards if they are not!
The last discipline is unique in that it cannot be implemented
by a set of techniques. Neither can Sustain be measured. However,
conditions and structures can be created to help Sustain the
commitment to 5S activities.
Tools to help Sustain:
5S Slogans
5S Posters
5S Photo Exhibits
Story boards
5S Newsletters
5S Pocket Manuals
5S Department Tours
5S Months
Success Stories
Etc. (What motivates? Be creative!)
You may be able to think of a few you’ve already seen
used!
Why is this discipline important?
Am I willing to commit to 5S in order to reap the
benefits?
How can I influence the culture of my work
environment to help "make it a habit"?
Define the schedule for performing our 5S project:
A meeting will be held prior to each day’s activities to
plan and schedule what will be done (daily). The conclusions of
chapters 3-7 in 5S for Operators handbook &/or the
training summary pages will be used to structure each day’s
activities.
Overview training of project members in 5S (Day 1 only).
A wrap-up meeting will be held to review what was
accomplished (daily).
Review and document results (at conclusion of 5S project)
Note: "Before" pictures should be taken on day 1
Celebrate conclusion of 5-s effort and results!
Note: This usually includes a picture board and a
tour
Further Resources:
5S for Operators, 5 Pillars of
the Visual Workplace by The Productivity Press Development
Team, Productivity Press, Portland Oregon. This book is a
practical how-to-do resource for 5S, highly recommended
5 Pillars of the Visual
Workplace: The Sourcebook for 5S Implementation by Hiroyuki
Harano, Productivity Press, Portland Oregon.
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