Professional Documents
Culture Documents
Decision to allocate
Sponsor, Owner, Lean Office 5S Charter Development
1. Select area for 5S resources for 5S, timeline
Representative Worksheet
established
Charter Package:
5S Event Timeline
5S Event Roles
Charter
2. Draft the Charter Task Log
Coach, Owner Draft Charter Package
Package 5S Measurement Plan
Communication Plan
Meeting Schedule
Floor Plan of 5S target
area
Task Log
Weekly progress and
4. Weekly Planning Owner, Sponsor, Coach as Communication Plan
readiness checks; actions
Meetings needed Charter
completed and updated
5S Measurement Plan
Plans & Projects for pre-
workshop actions and
5. Meet with Resource Owner, Coach, Resource workshop support. Includes:
Task Log
Representatives Representatives Facilities, Housekeeping,
Information Technology,
Finance, etc.
5 S Assessment and Planning Checklist (contd)
Step Who is Involved Outcome Tools/Forms Status
5) Determine the Resource Representatives and Who interfaces with these areas? Consider
Stake Holders users and suppliers that have a stake in the
changes.
Strategy:
What specific resource support will you need for
Early identification of the support you will need each of the 5S Steps Sort, Simplify, and
for the event itself, as well as for successful Standardize especially?
implementation. Who can give you a valuable, informed opinion
regarding the changes?
6) Identify potential issues and a plan for resolution Can the issue be resolved by the Area Owner
and/or Sponsor?
Strategy: Are there issues that need to be resolved at the
Anticipate potential situations that are likely to Leadership level? How will Leadership be
surface; identify long-standing situations that will informed?
require resolution. Who else will need to be on board?
7) Identify Expectations and Measures What needs to change in the area?
What is the vision for the work area after the 5S?
Strategy: How can we measure the change to show
Align with organizational measures; e.g. patient success?
safety or cost reductions What baseline data do we have?
What baseline data do we need to collect?
55 Workshop Team Charter
SELECTED 5S AREA:
What are we measuring? Who collects data? How is it How will the data be used? What Who reviews and analyzes the
collected? How often? are our targets? data? How often?
5 S Sustaining Checklist
Step Who is Outcome Tools and Forms Status
Involved
1. Complete 5S Sustainability Coach and Owner Data and measures 5S Sustaining Plan
Plan collected and analyzed
2. Create Audit and Data Owner, Coach Tools to support sustaining Customized for situation
collection forms support
3. Design data analysis and issue Owner, Coach Process to sustain change, Customized for situation
resolution process support manage with data
4. Update task list for post-5S Owner Sustaining project Task Log of Post 5S
management
5. Review Sustaining Plan, forms Owner Approval and support for
and Task Log with Sponsor sustaining
6. Conduct daily audits/data Owner, Staff Data to support Forms created for data
collection for minimum of 30 collection and daily audits
days. Continue as needed to
support the system.
7. Analyze collected information. Owner, Staff Managing changes and
Post results on 5S sustaining system with
Communication Board. Discuss data
results and problem solve using
established issue resolution
process.
8. Schedule and conduct 30, 60, Coach and Owner; Track effort of sustaining 5S Audit Checklist
and 90 day audits. Review with report to sponsor efforts
sponsor.
5 S Task Log
5S Area: Date Updated: Page__ of __
Area Owner: Sponsor: Coach:
5S Event Area:
AreaOwner: Sponsor:
Team Members:
Other
Inventory/Equipment Savings
Surplus equipment
Other
Labor Savings
Other Outcomes