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5S Transactional Assessment Template -

What is a 5S Transactional Assessment?

The 5S Transactional Assessment is a tool to determine whether or not the standards of 5S (Sort, Set-in-Order, Shine Standardize and Sustain) are being met in an office, or in a digital work space. The types of conditions being monitored would include whether or not the shared drive had clear rules for document naming or a process for moving old files from the “Working” Folder to the “Archive” Folder, etc.. Once conditions are assessed, the areas that miss the 5S standards would be addressed.

5S Transactional Assessment Template


For a better understanding of the 5S Transactional Assessment and an overview of Lean Six Sigma check out our 5S Training, Green Belt Training or Lean Training.


Elisabeth Swan

Elisabeth is a Managing Partner & Executive Advisor at For over 25 years, she's helped leading organizations like Amazon, Charles Schwab and Starwood Hotels & Resorts build problem-solving muscles with Lean Six Sigma to achieve their goals.