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5S

Training Manual

July 2008 Stanadyne Business System


5S

July 2008 Stanadyne Business System


Training Outline
• Introduction
• Meaning of 5S
• Benefits of 5S
• Keys to Success
• Implementation
1S – Sort
2S – Straighten
3S – Shine
4S – Standardize
5S – Sustain

July 2008 Stanadyne Business System


Introduction
Objective:
The objective of 5S is to create a
company culture which perpetuates a
neat, clean, efficient workplace

• Named for 5 Japanese words:


– Seiri, Seiton, Seiso, Seiketsu, and Shitsuke
• Originated at Toyota in 1950’s
• We use 5 English words with similar meanings to make the program
easier to remember and understand
– Sort, Straighten, Shine, Standardize, and Sustain
• 5S is a disciplined approach toward “Work Life”

July 2008 Stanadyne Business System


Introduction

• 5S is foundational to continual improvement and a manufacturing


strategy based on “Lean Manufacturing” (waste removing) concepts.
• Reduces clutter
• Reduces the time it takes to look for tools and equipment
– “A place for everything and everything in its place”
• Creates a clean, neat workplace for employees
• Improves how the operation appears to customers – always be
“tour ready”
• Creates pride in the workplace

July 2008 Stanadyne Business System


Introduction

Sort Clearly distinguishing between what is needed and


kept and what is unneeded and thrown out

Straighten Organizing the way we keep necessary things,


making it easier for anyone to find and use them

Shine Keeping the floors swept, machines and furniture


clean, and all areas neat and tidy

Standardize Making improvements to help maintain the


standards of the first three S’s

Sustain Achieving the discipline or habit of properly


maintaining the correct 5S procedures
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July 2008 Stanadyne Business System


Meaning of 5S
• Understand what stuff is
• Critically evaluate all items in the workplace and determine which
items are really needed for daily work
• Keep only what we really need
• Throw out what we don’t need
• Applies to everything, not just supplies and material

July 2008 Stanadyne Business System


Meaning of 5S

• “Sorting” must be done first so we only organize things we need


• Organize each of these items
– Locate them where they are most needed
– Know where to return items when not in use
– Identify items and their storage areas
• Anyone should be able to understand the order of things at first
glance – “Make it obvious!”
• The entire workplace should be organized to achieve waste-free
flow

July 2008 Stanadyne Business System


Meaning of 5S

• Make things clean and tidy


– Sweeping floors, get rid of trash, clean the area…
– Thoroughly clean machinery, tools, computers and furniture
(file cabinets, desks, etc.)

July 2008 Stanadyne Business System


Meaning of 5S

• The first three S’s have been done


– We have sorted and kept only the needed items
– All needed items have been organized, identified and placed
where needed
– All equipment and areas are clean and orderly
• Standardization means maintaining and improving the first three
S’s
– Eliminate causes of dirt, leaks, and spills
– Create systems and make physical changes to the
environment to keep things need and organized
• Develop standard procedures for cleaning, organizing and
maintaining all works areas
• Remember that standards are the basis for improvement

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July 2008 Stanadyne Business System


Meaning of 5S

• We must develop a habit of cleaning, organizing, and keeping


unnecessary items out of each area
• Create a “management standard work” to ensure that 5S becomes a
sustainable habit – with checklists, audits, etc…
• Everybody must share the attitude that cleanliness and orderliness
are critical as a starting point in the development of continuous
improvement initiatives and activities
• This can not be a one time effort – it must be done on an on-going
basis

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July 2008 Stanadyne Business System


Benefits of 5S

¾ Reduced Waste
¾ Improved Safety
¾ Ease of Maintenance
¾ Higher Quality
¾ Improved Profitability

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July 2008 Stanadyne Business System


¾Reduce Waste

Wastes to be reduced or eliminated:

• Work-in-process (WIP) • Defects


• Inventory • Non-value
• Handling waste • Waiting
• Wasted space • Excess motion
• Searching • Transportation
• Unneeded equipment, • Other Wastes:
furniture – Untapped human potential
• Overproduction – Inappropriate systems
– Wasted utility resources
– Wasted materials

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July 2008 Stanadyne Business System


¾Improve Safety

• Mechanical failures and hazards are easier to detect and fix


• Uncluttered aisles and work areas
• Clean floors are safer
• Wrong tools are not used
• Fewer hazards – proper storage
• Well marked, easy to locate fire and safety equipment

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July 2008 Stanadyne Business System


¾Ease of Maintenance

• Cleaner equipment means longer life


• Proper location of correct tools for each job means that the wrong
tools won’t be used
• Clean machines make it easier to spot leaks and small problems
before they become serious problems
• Discipline increases daily attention given to machines

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July 2008 Stanadyne Business System


¾Higher Quality
• Proper, well-located tools reduce defects
• Organized gauging ensures quality checks are done properly
• Bad parts are easier to spot and keep segregated in clean
environments
• Employees pay more attention to the process, tools, and area
• Pride in ownership of an area translates into pride in ownership of
the product made

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July 2008 Stanadyne Business System


¾Improved Profitability
• Organized work cells eliminate wasted time
• Improved machine performance and gauging means fewer defects
• Reduced downtime due to earlier recognition of problems means
more profits
• Improved morale increases productivity
• Impressed customers leads to more sales!

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July 2008 Stanadyne Business System


Keys to 5S Success

¾ Commitment
¾ Understanding
¾ Involvement
¾ Improvement

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July 2008 Stanadyne Business System


¾Commitment
• Top management must understand 5S and commit to achieving
each step and then supporting the “management standard work”
• Supply costs and Kaizen time must be viewed as an investment in a
better workplace
• Remember that 5S is the foundation for all other lean improvements

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July 2008 Stanadyne Business System


¾Understanding

• It is much easier to follow the lead when you understand the


reasons
• Hold meetings to explain 5S events and answer all questions in a
positive manner
• Thoroughly explain the procedure before starting any 5S activities

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July 2008 Stanadyne Business System


¾Involvement

• Each employee must be encouraged to feel ownership of his or her


area
• Everyone plays a critical role in implementing the 5S strategy
• Team meeting discussions on methodology of 5S help bring
members to a common understanding of the issues
• 5S is not a program or event – it is a cultural change – a never-
ending effort
• Make sure everyone is involved

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July 2008 Stanadyne Business System


¾Continuous Improvement

• 5S is the foundation for improvement


• 5S must be maintained to have a strong foundation for Kaizen
• 5S is the important basis for true visual management
• Small 5S improvements will lead to plant-wide quality improvements

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July 2008 Stanadyne Business System


5S Implementation

Standardize Sort
Kaizen to maintain Keep only
first 3 S’s what we need

Sustain
Discipline to
maintain 5S

Shine Straighten
Clean the Organize area and
work area needed items

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July 2008 Stanadyne Business System


Sort
Purpose:
To sort through all items in a work
area, eliminate all unneeded items,
and decide what is truly needed.

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July 2008 Stanadyne Business System


Red Tag Strategy
Step 1 Initiate First Round of Red Tagging
– Select the Kaizen team
– Members should be from the area as well as from
“outside”
– Appoint a team leader

Step 2 Identify Red Tag Targets


– Inventory, equipment, supplies, tooling, space
– Office areas are not exempt from red tagging

Step 3 Define Red Tag Criteria


– Determine what criteria will be used to distinguish a
needed item from an unneeded item
– Example: Save only the items needed to make next
week’s or next month’s production schedule
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July 2008 Stanadyne Business System


Red Tag Strategy
Step 4 Conduct Red Tag Session
– Explain Red Tag criteria to teams
– Ensure a good cross-section of people tagging items to
prevent “I might need that”
– Red Tag entire area as rapidly as possible
– Move all tagged items to a “red tag area” nearby (and
clearly defined as such)
– Post red tag “receipts” on a flip chart board in the cell

Step 5 Evaluate the Red Tag Targets


– Review material which has been red tagged
– Dispose of truly unnecessary inventory, equipment and
other items – THROW IT OUT – FOR GOOD!!!
– Teams may retain material which has been mistakenly red
tagged if they can justify it to the team and organize it…
– Discard any material which is still tagged after a pre-
determined time (One week – maximum one month?)
– All Red Tags must be completed and returned 26

July 2008 Stanadyne Business System


Sample Red Tag

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July 2008 Stanadyne Business System


Red Tagging

Helpful Hints
• Record information about all tags used on a Red Tag Log so
that dispositioning can be tracked easily (sample at end of
manual)
• Make sure everybody understands what is to be red tagged and
why
• Discourage people from being defensive
Be fair – all areas get tagged!
• Don’t red tag people
• Don’t compromise; If in doubt, throw it out!
• Necessary items can be tagged if improvements are known or
suggested
• Do not put multiple tags on any one object

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July 2008 Stanadyne Business System


Straighten
Purpose:
To create simple, visual order for all
necessary items so that they may be
kept and used in the most efficient
manner possible.

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July 2008 Stanadyne Business System


Signboard
Strategy

Step 1 Determine Locations


– Consolidate necessary items
– Decide where items belong to best support work
– Focus on getting items as close to point of use as possible

Step 2 Prepare Locations


– Decide on storage method to be used
– Remember function and 5S guidelines
– Kaizen storage methods for ease of use
– Evaluate all containers – minimize size

Step 3 Indicate Locations


– Make signboards and hang in proper locations to indicate where
items belong
– See sample pages for types of signboards
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July 2008 Stanadyne Business System


Signboard
Strategy

Step 4 Indicate Item Names


– Make signboards which clearly show
• The name of the item and any identification numbers
• The address of its storage location

Step 5 Indicate Amounts


– Signs should show how many pieces of a particular item should
be on hand
– Each indicator should define at least the minimum and
maximum amounts

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July 2008 Stanadyne Business System


Straightening Examples

Visual filing system for daily


inspection reports

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July 2008 Stanadyne Business System


Straightening Examples

Incoming / Outgoing part inspection rack for metrology lab at SCC 33

July 2008 Stanadyne Business System


Straightening Examples

Color-coded floor markings for machines and scrap bins

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July 2008 Stanadyne Business System


Straightening Examples

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July 2008 Stanadyne Business System


Straightening Examples

Before After Improvements


Improvements

- - Traffic
Traffic lineline

- - Direction
Direction indicators (keep left)

- indicators (keep
Hatch pattern for Human
left – in India!)
crossing

- Hatch pattern for


human crossing

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July 2008 Stanadyne Business System


Straightening Examples

Before After Improvements

- Safe grinding wheel


storage
- Easy accessible
- Identification
- Common place to
keep

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July 2008 Stanadyne Business System


Straightening Examples

Before After Improvements

- Type of fire &


chemical powder
displaced
- Information of
application where to
be used available

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July 2008 Stanadyne Business System


Straightening Examples
Before After Improvements
- Color coded for oil
types
- Same color code on
machine oil tanks to
ensure right oil used
- Available right shop
floor in accessible
distance
- Long travel time
from shop to oil
store reduced

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July 2008 Stanadyne Business System


Straightening Examples

Assembly bench with just what is needed and very little “extra space”
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July 2008 Stanadyne Business System


Shadow Boards
Purpose:
Shadow boards are used to indicate proper location of tools, gages,
and other items needed for a job.

Outline
• These are the simplest form of shadow graphs, often simply boards
conveniently mounted for accessibility to the tools, with outlines of the tools
painted on the board.
Relief
• Another variation of shadow board
• Relief boards have contours milled into the wood or plastic
• Providing the shape recognition of an outline, with added security for the
tools
• Best if mounted at an angle to prevent placing anything else there

Use yellow for tools & standard items, and blue for gauges / quality stations

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July 2008 Stanadyne Business System


Shadow Board Examples

In-process gauging shadow boards


Can be improved by placing them on an angle…. Why?
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July 2008 Stanadyne Business System


Shadow Board Examples

Before After (Gauge shadow board)

Improvements :
- Partition between gauge

- Easy Identification

- Prevents damage 43

July 2008 Stanadyne Business System


Shadow Marking and Painting
Floor markings are a variation of shadow graphing, again used to indicate
proper location of inventory, forklifts, machines, furniture, etc.
Two principles methods:
– Vinyl tape
• 3M 471 or equivalent tape for floors and other markings
• Available in the 5 primary colors
– Paint
• Avoid paint striping unless you’re sure – hard to change!
• Paint signboard, shelves, racks, other items the right color
• All machines should be painted very light – preferably white - colors
Consider: Durability versus Flexibility

Choose where you mark carefully! Don’t just trace around trash!

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July 2008 Stanadyne Business System


Signboard Strategy - Implementation

Helpful Hints
• Use large lettering to make signs visible from a distance
• Use standard size signs
• Use color-coded backgrounds for clarity (see standards)
• Do signboarding as soon after sorting as possible

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July 2008 Stanadyne Business System


Straighten – Storage Methods
• FIFO (First In – First Out)

Workstation
3
2 1
IN
OUT

2 1

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July 2008 Stanadyne Business System


Straighten – Storage Methods

Liveliness of Material
• Reduce wasted time and motion In Transit

• Why are skids and bins the same?


• How would this apply in Loaded in cart
an office area?

Loaded in bin or on skid

Loaded in box on floor

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Piled on floor
July 2008 Stanadyne Business System
Straighten – Storage Methods
Purpose:
To create simple, visual order for all necessary items so that they may be
kept and used in the most efficient manner possible.

Stage 0 Total Disorder


Stage 1 Items Kept In Easy-To-Understand Groups
(i.e. – by function or by machine)
Stage 2 Visual Indication of Location
(shadow boards, color coding, indexing)
Stage 3 Simple Orderliness – Known By Heart
(tools at arm’s reach, easily replaced due to enlarged
dimensions)
Stage 4 “Just Let Go” Orderliness
Stage 5 Elimination Of Items
Food for thought: What would a “Stage 5” screwdriver be?
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July 2008 Stanadyne Business System


Standard Color Code
Purpose: Identify critical items, parts and areas within Stanadyne with
common colors to allow any employee or visitor to easily
understand production in each in each of our facilities.

Safety Safety equipment / First Aid / Safety Posters, notices

Quality Inspection points / Quality instructions / Gaging

Standards Operation standards / Location marks / Good part storage

Defects Scrap / Non-conforming material

Maintenance Repair tools / TPM materials / Machinery


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July 2008 Stanadyne Business System


Visual Management

• Not really part of “5S”, but related…


• Key is to manage everything easily and visually at a glance
• Call attention to “abnormal” or “problems” only
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July 2008 Stanadyne Business System


Shine
Purpose:
Thoroughly and completely clean the
area to get it to an initial state of
“like new” cleanliness

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July 2008 Stanadyne Business System


Shine
• Ensure bright lighting of all areas
• Have areas cleaned by those that work there
• Keep in mind: How did this get dirty?
• Ask

Fix problems at the source, don’t just stop a symptom.


Ask why the item leaked, broke, etc.
Design or change the item to prevent recurrence. 52

July 2008 Stanadyne Business System


Shine

Everything must be really scrubbed clean!


• Machines (all sides – all around)
• Signs, lights, tables….
• Floors need special attention
• Cabinets
• Tools, gauges, and all items left during the “sort” phase

Have all the cleaning supplies you need


Just have to get in and do it – no shortcuts to this step!

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July 2008 Stanadyne Business System


Cleanliness

Like the “new car smell”, we want the


“New Factory Look!”

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July 2008 Stanadyne Business System


Standardize
Purpose:
Identify sources of dirtiness and
disorganization at the root cause and
solve them to make it easy to maintain
the new order

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July 2008 Stanadyne Business System


Standardize

• Make sure all areas have plenty of light


• Eliminate any extra shelf or bench space
– Horizontal space accumulates junk!
– Pay attention to bottom shelves of benches
• Eliminate any unseen areas where things can hide
– Remove or make cabinet doors transparent
– Minimize use of drawer cabinets
• Fix and contain leaks, overspray and dust from machines during
operation
– Contain coolant to the smallest possible area
– Try to eliminate all oil pans and absorbent towels / tubes

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July 2008 Stanadyne Business System


Sustain
Purpose:
Establish “standard work” to monitor
and encourage keeping good 5S habits

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July 2008 Stanadyne Business System


Sustain

• Use the 5S Patrol Check Sheet to evaluate areas


– Work team should do this weekly
– Rotate team members so everyone get a turn to audit the area
– Supervisors should review the audit once done and point out any
areas of improvement
– Plant management should check each area at least monthly
– Identified problems must be recorded on a kaizen newspaper to be
fixed, or fixed right away
• Use visual management to show 5S results
– Post the current 5S audit sheet on the cell visual board
– Post the appropriate 5S wheel sections to reflect area scores
• Be proactive - focus on continuous improvement

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July 2008 Stanadyne Business System


Sustain

• Create long-term cultural change – it takes time to build good habits


• Remember that people follow examples (good and bad!)
• Consistent priorities come from understanding the value of the 5S
work life
• Everyone has to accept 5S as a personal goal

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July 2008 Stanadyne Business System


“5 Why” is your most
important tool

5S is the foundation
for KAIZEN
Visual management
is ultimate goal

It’s up to you!
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July 2008 Stanadyne Business System


Attachments

• Sample Red Tag


• Sample Red Tag Register
• Color Code Standard
• Sample 5S Patrol Check Sheet

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July 2008 Stanadyne Business System


Sample Red Tag

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July 2008 Stanadyne Business System


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July 2008 Stanadyne Business System


Standard Color Code
Purpose: Identify critical items, parts and areas within Stanadyne with
common colors to allow any employee or visitor to easily
understand production in each in each of our facilities.

Safety Safety equipment / First Aid / Safety Posters, notices

Quality Inspection points / Quality instructions / Gaging

Standards Operation standards / Location marks / Good part storage

Defects Scrap / Non-conforming material

Maintenance Repair tools / TPM materials / Machinery


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July 2008 Stanadyne Business System


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July 2008 Stanadyne Business System


START YOUR ENGINES
AND DON’T STOP UNTIL YOU CROSS THE FINISH LINE

Standardize
Sort
Shine
Straighten
Sustain

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July 2008 Stanadyne Business System

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