5S Audit Checklist Excel Template, Lean Score Tracker, Printable Form, Area Trend Dashboard

Score every area with the same 25 questions — Excel calculates the score per S, the total, the trend per area and the weakest S for you. Printable audit form included.

✔ Score every area with the same 25 questions (0–4, N/A allowed)
✔ Score per S, total and rating calculated on the same row
✔ 12-month trend per area, ▲ ▼ vs the last audit
✔ Instant download: BLANK + EXAMPLE · Printable PDF form
✔ Built by a production manager · one-time purchase, no subscription, no macros

▶ REQUIRES MICROSOFT EXCEL (DESKTOP) 2016 OR NEWER — Windows or Mac.
Not for Google Sheets, Apple Numbers or mobile apps.

The SmartFactoryTools 5S Audit Checklist & Score Tracker turns paper 5S audits into numbers you can manage: walk the area with the printed form, type the scores into one row — and see which areas improve, which slip and which S needs work first.

No macros. No subscription. Built by a production manager who runs 5S audits in a food plant.

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WHAT IT DOES
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• 25 standard 5S audit questions — 5 per S (Sort, Set in order, Shine, Standardize, Sustain) — fully editable
• Scores 0–4 per question, colour-coded red → green; blank = not applicable (not counted)
• Automatic score per S, total %, rating (Excellent / Good / Needs improvement / Poor — limits editable)
• Change vs the previous audit of the same area (▲ / ▼)
• TREND: monthly score per area for 12 months, colour vs your target, latest vs previous, weakest S, status (on target / dropping / below target)
• 5S profile chart of any area — latest vs previous audit
• Plant average per month with trend chart
• AUDIT_FORM: printable A4 form for any area — blank for the shop floor, or filled from a logged audit
• Data checks: unknown area, missing date, scores outside 0–4, future dates

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WHAT'S INCLUDED (ZIP)
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• BLANK workbook — ready for your site
• EXAMPLE workbook — fictional food plant, 8 areas, 95 audits over 12 months
• Printable 5S Audit Form (PDF, A4, one page)
• Quick Start Guide (PDF, 2 pages)

Sheets: START_HERE · SETUP · AUDIT_LOG · AUDIT_FORM · TREND · FAQ · LICENSE

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HOW IT WORKS
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1. Enter your areas, owners and auditors (edit the questions if you like)
2. Print the form and audit the area — score each question 0–4
3. Type the scores into one row of the audit log
4. Read the trend, the weakest S and the areas below target

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WHO IT'S FOR
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Lean and continuous improvement coordinators · Production supervisors · Plant, operations and quality managers · Warehouse managers · Food, packaging, assembly and metal plants · Workshops, laboratories and offices running 5S.

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LIMITS
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• Scores audits and shows trends — action tracking is not included (see our CAPA Tracker)
• 5 questions per S (25 in total); 6S safety questions can be written into the five groups
• No photos, no mobile / tablet app
• Up to 40 areas · 10 auditors · 1,000 audits
• Fully editable inputs. Need it set up with your data or adapted to your plant? See the Setup & Customization section in our shop.

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FAQ
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Q: Does it work in Google Sheets or on an iPad?
A: No. It is built and tested for Microsoft Excel 2016 or newer on Windows or Mac desktop.

Q: Can I change the questions?
A: Yes — all 25 texts are editable in SETUP. The printable sheet uses your questions; the PDF form uses the standard ones.

Q: An office area does not need all questions.
A: Leave those scores blank — they count as "not applicable" and are not included in the score.

Q: Is the file locked?
A: Formulas are protected against accidental changes, without a password. Your input cells are always editable.

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DIGITAL DOWNLOAD
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This is a digital product. No physical item will be shipped. After purchase, download the ZIP from your Etsy account on a computer, unzip it and open the workbook in Excel.

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LICENSE
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For use within your own company or organisation. You may print and copy the audit form internally. Resale, sharing or redistribution is not permitted.
© SmartFactoryTools