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How to Implement 5S in Manufacturing: A Step-by-Step Guide

February 23, 2018

 by David Collins III

Why a 5S Program Can Produce Great Results in Chinese Factories

Key Takeaways

  • 5S (Sort, Set in Order, Shine, Standardize, Sustain) is the foundation of every lean improvement — without it, nothing else sticks
  • Most 5S programs fail not at launch but at sustain — the 5th S is where discipline becomes culture
  • A successful first round of 5S typically frees 15-30% of floor space and reduces tool search time by 50%+
  • 5S is not housekeeping. It's a systematic method to eliminate waste, improve safety, and make problems visible

Originally written by Renaud Anjoran (2018). Updated and expanded by David Collins III (2026).

5S is the most fundamental lean manufacturing tool — and the most underestimated. It's often dismissed as "just cleaning" or treated as a one-time event that fades within weeks. Both approaches miss the point entirely. 5S is a way of life that is an integral part of every manufacturing facility. 

Done right, 5S transforms how a factory operates. It frees floor space, reduces the time operators spend looking for tools and materials, makes quality problems visible, supports preventive maintenance, and builds the discipline foundation that every other lean improvement depends on.

Done wrong — or not sustained — it becomes a source of cynicism. "We tried 5S. It lasted two months." 

Here's how to implement it so it lasts.

What Is 5S?

5S is a workplace organization methodology with five steps, each building on the last:

Step Japanese What It Means
1S — Sort Seiri Remove everything unnecessary from the workspace
2S — Set in Order Seiton A place for everything, everything in its place
3S — Shine Seiso Clean everything thoroughly — and inspect while you clean
4S — Standardize Seiketsu Document the new standards so everyone follows them
5S — Sustain Shitsuke Build the discipline to maintain it permanently

The first three S's are the physical work. The last two are the management system that makes it permanent. Most 5S programs nail 1-3 and collapse at 4-5.

How to Implement 5S: Step by Step

Step 0: Training and Preparation

Before touching anything on the floor, two things need to happen:

  • Train everyone involved. Managers, supervisors, and operators all need to understand the purpose — not just the mechanics. Showing them photos of their own messy areas next to best-in-class factories is usually eye-opening.
  • Prepare a checklist and get buy-in. Write a 5S audit checklist that makes sense for your specific operations. Have management and supervisors approve it before implementation. This reduces resistance and creates alignment.

1S — Sort (Seiri): Remove What Doesn't Belong

Set a clear definition of "necessary" vs. "unnecessary" and apply it ruthlessly to tools, WIP inventory, materials, personal items — everything in the workspace.

Use red tags: anything questionable gets a red tag. If nobody claims it or uses it within 30 days, it goes. The result is immediate and visible — floor space opens up, walkways clear, and the team sees that this is real.

This first S is a test of management commitment. If leadership lets people keep their hoarded tools and unnecessary inventory, the program loses credibility on day one. 

In our experience, most 5S implementation fails in an attempt to start 1S. The reason is that it most directly challenges the status quo. One factory we worked with had difficulty removing all the excess inventory from its floor. The supervisors would not remove the inventory which was repeatedly run over by forklift operators. In another factory, we found plastic pellets from 4 years earlier that had not been used for production. That's 4 years of loss cash. 

2S — Set in Order (Seiton): A Place for Everything

Redesign the workspace layout so that everything remaining has a fixed position, a fixed container, and a fixed quantity. Use visual indicators — floor markings, shadow boards for tools, labeled storage locations. 

The goal: any operator should be able to find any tool or material within 30 seconds. If they're walking 200 feet to get something they need every cycle, that's waste you can measure in dollars per shift. 

The ideal circumstance is that every piece of equipment is within arms length and the work station is ergonomically arranged so that changing tools is quick and painless. The workstations should be set up not just for a task but also for the workers. We helped a start up create workstations specially designed for disabled veterans. Productivity was not effected though it did involve more planning than normal. 

The first manufacturing job I ever had was with Gore in Elkton, Maryland. It was a great lesson in a place for everything. Every tool had a labeled place and foam spaces cut out to only fit that tool. The machines were set up in each a way that we never had to make more than 5 steps to move to them. It was a great place to work. 

3S — Shine (Seiso): Clean and Inspect

Deep clean everything — equipment, floors, storage areas. Some machines may not have been thoroughly cleaned in years.

But Shine isn't just cleaning. It's inspection disguised as cleaning. When operators clean their machines, they notice the oil leak under the dust, the cracked hose behind the panel, the unusual vibration they'd been ignoring. This is where 5S connects directly to preventive maintenance and TPM.

After the initial deep clean, Shine becomes a daily habit — 5 minutes at the start of each shift. Operators clean their workspace and look for abnormalities. That's autonomous maintenance in action.

Once we went to a factory so filthy that our consultants asked for hazard pay. The floor was covered in oil and detritus. The clutter prevented the operators from finding maintenance issues. The issues were so bad that the company had difficulty hiring new workers as it was well known in the community that operators routinely lost fingers to faulty machines. 

4S — Standardize (Seiketsu): Document the New Normal

This is where most 5S programs start to fail. The first three S's produce visible results. Standardize is the invisible work that makes them permanent.

Write standard work instructions for the new workspace layout, cleaning routines, and storage rules. Create a 5S audit checklist with photos showing what "good" looks like. Schedule regular audits — weekly at first, then monthly once the habits are established.

Without Standardize, you're relying on memory and goodwill. Both fade.

5S — Sustain (Shitsuke): Culture, Not a Campaign

Sustain is the hardest S because it's not a task — it's a management commitment. Someone needs to own 5S permanently, run audits, celebrate wins, and address backsliding immediately.

What works:

  • Regular audits with scores. Post the scores visibly. Teams that take pride in their area will compete.
  • Leadership walkthroughs. When managers walk the floor and notice 5S — good or bad — it signals that it matters.
  • Tie 5S to performance. Include audit scores in team KPIs. Not punitively, but as part of the operating system.
  • Re-run full 5S rounds. Every 3-6 months, do a fresh Sort-Set-Shine cycle. Standards drift. A periodic reset catches it.

In addition to ownership, everyone in the company needs to practice 5S from company leadership down to the operators. There are no exceptions for seniority and specialized positions. It is incumbent on company leadership to set the example. If supervisors and operators don't see factory leadership practicing what they preach, they won't pay anything more the lip service. 

Need help implementing 5S in your factory?

Manufacturing Transformation Group has implemented 5S programs in factories across China, North America, Mexico, and Vietnam — from first-time launches to reviving stalled programs. Book a free consultation to discuss your operation.

Why Most 5S Programs Fail

We've seen 5S fail in factories across four continents. The reasons are remarkably consistent:

  • Treated as a one-time event. A big cleanup day, photos taken, then everything reverts within weeks. 5S is a system, not an event. Entropy is the natural state of the universe. It is not solved with one day events. 
  • No management commitment. If the plant manager doesn't walk the floor and reference 5S, operators correctly conclude it doesn't matter. 
  • Confused with housekeeping. 5S is not about impressing visitors with a clean factory. It's about eliminating waste, making problems visible, and building a foundation for continuous improvement. A factory that's clean but still loses 30 minutes per shift to tool searches hasn't done 5S. Think that every second not spent on an activity that transforms your product is a wasted product. 
  • Skipping 4S and 5S. The first three S's are satisfying — visible, physical, immediate results. Standardize and Sustain are management work that requires ongoing effort. Skipping them guarantees regression.
  • No connection to results. If 5S is presented as a standalone initiative disconnected from production performance, it feels like extra work. When operators see that organized workspaces reduce their changeover time, improve their quality, and make their jobs easier — they sustain it themselves.

What 5S Actually Delivers

When sustained, the results compound across the operation:

  • Floor space freed up (15-30%). Removing unnecessary items and reorganizing what remains typically recovers significant usable space — often enough to avoid a facility expansion.
  • Tool search time cut 50%+. Shadow boards, fixed positions, and labeled storage mean operators spend time producing, not looking. 
  • Safety incidents reduced. Clear gangways, properly stored materials, no cables on wet floors, no welding tips laying around. A 5S workplace is a safer workplace.
  • Equipment reliability improved. When Shine includes inspection, operators catch problems before they become breakdowns. This feeds directly into preventive maintenance and improved OEE.
  • Quality defects reduced. Segregated non-conforming parts, point-of-use material storage, and standardized setups reduce the errors that come from disorganization.
  • Foundation for everything else. 5S is the prerequisite for lean, TPM, SMED, and process control. Without an organized, disciplined workplace, advanced lean tools don't take hold.

Getting Started: The First 30 Days

Don't try to 5S the entire factory at once. Start with one area — ideally a bottleneck line or a high-visibility work cell.

Week 1: Train the team. Prepare the checklist. Take "before" photos.

Week 2: Execute 1S (Sort) and 2S (Set in Order). Red tag, remove, reorganize.

Week 3: Execute 3S (Shine). Deep clean everything. Document what you find.

Week 4: Write the 4S standards. Run the first audit. Post the scores. Start the 5-minute daily Shine routine.

Then expand to the next area. Crawl, walk, run. By the third area, your team knows the process and can lead it themselves. 

How MTG Can Help

Manufacturing Transformation Group has launched and revived 5S programs in factories across China, North America, Mexico, and Vietnam since 2012. We know why they fail — because we've fixed the ones that did. And we know what makes them stick — because we build the management systems that sustain them.

5S is often the first thing we implement in a factory turnaround because it delivers visible results in weeks while building the discipline foundation for everything that follows.

Ready to build a 5S program that sticks?

We've implemented 5S in factories across four continents — and we know the difference between a one-time cleanup and a permanent transformation. Let's talk about your operation.

Book a Free Consultation

Topics: Preventive Maintenance

David Collins III

David Collins III

David Collins III is the CEO of Manufacturing Transformation Group. He has lead the company since 2021. Since that time, MTG has expanded from its original China focus to become a global company with operations in China, the US, South America, Vietnam, and Europe. He is an Iraq War (US Army) and Afghanistan War (State Dept) Veteran and a graduate of Johns Hopkins SAIS.

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