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5S is a methodology for organizing a workplace that centers on 5 concepts:

  • Sorting: Eliminate all unnecessary tools, parts, and instructions. Anything that is not required for the current work should be stored in a designated area or discarded.
  • Stabilizing / Straightening: Everything should have a place. The location for each item should be clearly labeled. Most used equipment should be most accessible. Equipment should be kept close to where it is used.
  • Sweeping / Shining: Keep the workspace and equipmnt clean, tidy, and organized. Cleaning should happen on a regular (daily) basis, if not more frequently in a "Clean as You Go" approach.
  • Standardizing: All work stations for a particular job should be identical. All employees doing the same job should be able to work in any station with the same tols that are in the smae location in every station.
  • Sustaining: Main focus on the previous 4 S's.

To me, all of these make sense in shared workspaces - labs are a good example. In a lab, you might have several people using the same workspace at various times. People might also use different workspaces throughout the day, depending on the task. All 5 of the S's make sense here, to make it easy for people to effectively use these spaces.

However, I don't expect anyone else to use my cube or office for as long as I have it. The first three S's make sense, to some extent. I think that labeling everything might be a bit overkill, and Shining might not be as big of an issue in an office as it is in a lab.

Does applying a full 5S policy make sense in an office? Are there variations on 5S that make more sense in the office?

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5S sounds great for fully "interchangable" people (e.g. factory assembly line), but what happens when one of your office workers needs a different chair for his bad back, another needs a different resolution on the monitor to see, and a third is left-handed and needs to invert everything? – Monica Cellio Apr 30 '12 at 19:28
@MonicaCellio That's really what I'm getting at. In an office, sorting and shining makes sense. Straightening also makes sense (although, personally, labeling isn't as crucial as it is in a laboratory or manufacturing setting). However Standardizing seems to be where it breaks down. – Thomas Owens Apr 30 '12 at 19:31
I'm not so sure about sorting and straightening as described here. Most days I work on several things in parallel, e.g. while waiting for that build to finish I can be updating this doc or reading that background material etc. The notion that I should only have out the things I need right now seems like an impediment. It totally makes sense if your job is "assemble that part all day long". – Monica Cellio Apr 30 '12 at 19:35
@MonicaCellio It depends on how you define "current work". I would define it as "the projects that you are working on today". So I would put those binders about a cancelled project in a separate bin or even destroy them, but I'd keep the things about current and potential future work on my shelves. – Thomas Owens Apr 30 '12 at 20:13
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A lab not sure id agree with that labs tend to do a lot of one off things - Labs tend to be organized chaos Idividual things may be very structured eg how you store your radiation sources. This sounds like some one is trying to blindly misaply production line techniques to a role that it is not appropriate for. – Neuro Dec 20 '12 at 16:19
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7 Answers

Before I was a software developer I worked in aviation. 5s type rules are golden for any aviation production or maintenance organization. Keeping every tool and part in exactly the right place is not just for looks, it's a manner of life and death.

I almost lost a friend when a wrench left in an airplane caused a crash on takeoff. That's why every tool must be controlled and accounted for at all times.

Aircraft maintenance is typically done in shifts. It is a matter of life and death that each incoming shift has no doubt as to the state of the work left by the prior shift. If shortcuts are taken between shifts then it is very possible that people could die.

Creativity is needed in the design process, but not in maintenance or line production.

The one thing you don't want in production and maintenance shops is creativity. Everything must standardized, carefully designed procedures must be followed be, rules must be strictly enforced. Authority must be respected. Or people die.

Software development isn't like that. Rules that are very appropriate in manufacturing or maintenance organizations are not appropriate in a software development organizations in which individual creativity, out-of-the-box thinking, and experimentation are keys to success. Nobody dies if my monitor and desktop are different than that of another developer. If the other dev and I are forced to use some kind of authority dictated 'standard' then both of us lose productivity.

Attempts to enforce the factory floor regime suggested by this question will drive away all the best software developers and result in only mediocre software products.

This 5S system is a recipe for disaster if imposed on a software development team.

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"This 5S system is a recipe for disaster if imposed on a software development team." Oh yes, it sounds truly awful! I want my workplace like I'm used to, not as some "standard" says it should be – Fredrik Dec 20 '12 at 21:23

I would think it might make sense if there are shared workstations. Some offices might have these for contractors that are only on-site for a short period, or when departments are moving and some employees need to be seated there temporarily. I remember once being in an IBM building and they had common workstations all set up alike for the IBM contractors that spent 90% of their time at their client's site but would occasionally need a "homebase" in this facility, and for rarely more a few days. If 5S is followed on these shared workstations, anyone who uses one will be able to use them all without have to re-find the stapler, the phone, the sticky notes, etc... They will all have the same familiar feel no matter what floor it's on or what building it's in.

If an office has private workstations, these rules should probably only apply if the primary user of them wants them to.

Common areas, such as meeting rooms and kitchens, should try to follow these rules when applicable. For example: we have labels on the drawers in the kitchens on every floor, the layout and storage of common items (tea, coffee, sugar, etc...) is as consistent as possible (one or two kitchens are weirder owing to architectural features, such as a pillar in the middle), and every user of the kitchen is expected to help maintain the state of it. At our own personal desks, anything goes!

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Indeed. Even in what were considered "permanently-assigned" workstations in our IBM location, we were required to keep the workstation desk clear even of non-sensitive material and no personalization of the workspace was allowed. – Adrian Apr 12 '12 at 18:42
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@Adrian: Really? Wow. I understand the part about sensitive materials, but no personalization? Why did they have that policy on "permanent" workstations, or were they not really that permanent? It sounds almost Dilbertian. – FrustratedWithFormsDesigner Apr 12 '12 at 18:43
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Yeah, I think the plan was for them to not really be that permanent considering that the location was primarily a place for acquisition teams to be moved to while they're still in the 36-month integration phase before the remaining staff ended up working at home. – Adrian Apr 12 '12 at 19:51

The 5S's are a commonly used practice in "lean manufacturing" and apply to workcells that perform highly specified but limited functions in large volumes.

Literally moving these concepts outside of the factory floor and into developer's physical offices seems like it could be problematic. As a developer, you're [hopefully] doing different things all the time. Your work is more plastic than any manufacturing operation.

To put it another way, does it really matter if the red swingline stapler is on the upper left drawer or behind the monitor? Only if the success of your job depends on stapling efficiency.

Certainly, however, one could apply the 5 S's to the software environment: file structure, code conventions, deployment procedures, etc. I think applying it to physical cubicles would really piss people off.

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I disagree entirely with the idea. When I do creative work, that's inherently messy and a requirement to keep everything spit-polished is not only ridiculous, it is counterproductive. I file visually, I can always find something in the stack on my desk but if it goes into a file folder it is lost forever. It is wasteful of time to be forever cleaning when I could be working. Not everyone works well in neat conditions. I find them distracting and uncomfortable and I can't find what I need.

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-1 because your answer is based off of your anecdote and threat to quit. There is no real content here that can be reasonably be expected to be helpful to future users. I do admit you have valid points against it and if the answer were cleaned up and expressed that way I would reverse. – Chad Apr 12 '12 at 14:36

5S does make sense in an office environment - if you understand what the true purpose of 5S is... It is a tool used to help eliminate/reduce waste. That's it. If you try to apply it rigidly to an office environment, it won't work. That is because it came from a factory environment and offices are obviously different!

5S should be used to help people think about how they organise the things they need, and the work they do. If your staff are constantly searching through cabinets and cupboards looking for work or equipment, and having to ask others where things are kept, that is a serious waste of time - and can be very frustrating for people who let's face it, just want to get on with their jobs.

With reference to Thomas Owens & Monica Cellio's discussions about the systemise/standardise part of 5S, I have been involved in implementing 5S in an office, and from my research, this is where most people slip up.

  • The whole team have not been involved in sorting, straightening and shining the office, and so they see it as a chore when we have an audit. The systemise/standardise part is the most important as it maintains the first 3Ss. The system could be that once a week the team (on a rota system) check that the things their team need for the week are available, in the places they should be. This makes the maintainence part of 5S the team's 'business as usual' and also ensures everyone is responsible for keeping their workplace neat and tidy - and a better place to work.

The most important part of getting 5S successfully implemented in an office is to engage your staff. Management can only do so much, but the staff must see the benefits, and be involved in deciding what systems they want to employ to help them organise their office.

At home, it may be fine to let things get messy because you know you will have a massive tidy up on a Monday. If you live in shared accommodation, this may not work so well as you have other people to consider, and leaving an area how you found it becomes much more important. It's the same principle in a shared work environment. - A place for everything and everything in it's place (and a system to maintain this) Simples.

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Yes, it does - however the implementation is different. An interesting phenomenon in salaried (and even contractors doing work similar to salaried) work is although your time is actually often more valuable than hourly employees, it is nearly never measured in the same way.

What this means practically is that while in many companies you can justify lots of process change for saving 5 minutes a day of each assembly line worker's time, trying to make a similar argument for saving 5 minutes of a salaried workers time is almost always more difficult.

Some specific examples more relevant to office work:

  • Sorting: How many hours are wasted trying to track down files in network folders which are labeled poorly or otherwise unsorted? What about looking for information on intranet sites? A lack of proper information organization at the electronic level is a HUGE source of waste for most companies and increases exponentially with size and company lifetime.

  • Stabilizing / Straightening: Someone else mentioned a stapler. How much time gets wasted looking for supplies? Where do you find the department digital camera? How about replacement supplies? What if you have to ask someone else to help, now you've set two people looking? What about walking across the office to pick up things you printed 10 times a day?

  • Sweeping / Shining: It is hard to accomplish the above two with any physical items without keeping things cleaned up. Piles of papers, reports, parts, toys, etc on a desk invite more stuff to accumulate. This causes a buildup of STUFF on/in desks and makes it even harder to answer "now where is file XXXX?" or "where did I put the stapler?" types of questions. This doesn't necessarily mean 100% polished, but means you avoid having piles of unrelated and outdated stuff cluttering the workspace and causing inefficiencies in finding things/etc.

  • Standardizing: Consider the time required for new/transfer employees or visitors to figure out where stuff is and how things work. If you have a completely different file system electronically than a different facility in the same company (assuming you even have a coherent system to begin with...), anyone transferring is going to spend much time trying to understand how it works. Asking regular employees, etc. All this is complete wasted time - no value is gained in relearning a file system (this is in effect difficult to really realize this savings because almost all companies have completely broken file systems, network drives, etc). Same with office layouts and even job responsibilities to some extent.

  • Sustaining: None of this is easy to retroactively implement within office environments. Unfortunately, most of these inefficiencies are taken as part of the job. However, if the same level of inefficiency was ever allowed on a production floor - where 5S is more commonly implemented - heads would be rolling and there would be significant outcry.

The main takeaways are:

  1. Salaried time is never viewed the same as traditional 5S time (manufacturing, service, etc)
  2. The same principles absolutely can be applied in an office environment

Just because you are salaried doesn't mean that the 5 minutes you waste searching for some file because you or your company never bothered to put together a cohesive organizational structure is not wasted time. It's just as salaried employees, those inefficiencies are just taken orders of magnitude less seriously than for manufacturing hourly employees.

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A 5S is appropriate anytime you have or want to get to a standard configuration workstation.

A 5S in the office requires some flexibility for varying job functions. It is also important to have established standards that can be consistently enforced. Those standards should include any restrictions on personal work space decoration. When doing a 5S sort it is important to remember that people are working at these locations for nearly(and sometimes more) 1/3 of their waking year. Do not go overboard on tagging personal items. A general rule we had was if it was not interfering with doing the job, and was not presenting a safety risk, let it be.

Having clean, organized, and safe workstations is always a good thing. However, the process can be abused as a way to harass and belittle co-workers. It is the team leaders responsibility to make sure that does not happen.

Generally in the office we did not label everything though we did label drawers and containers. The purpose of labeling to be able to quickly identify the tools you need to do your job. Having things labeled my make it easier for a coworker to find a critical document while you are out on vacation or off sick. We also had very limited document retention and most of it was in a shared space. It may not make sense to label much at all in your environment.

As for the shine. This basically means keep it clean. Having a clean work area you can be proud of helps maintain a positive mental attitude and will generally improve your demeanor. Also working near a messy cube is distracting for some people and can affect your coworkers, even if you think it shouldn't.

Your workstation is a reflection on the company you work for. Even though no one else uses your station visitor and your coworkers share the overall environment. Messy cubes infer a messy business. Potential could end up making a decision based on the provider that had the better looking office. It is absolutely appropriate that your employ set standards of cleanliness for your workstation.

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This really doesn't answer my question. Does it make sense to have a 5S policy that says that my cube and the cube next to me must be as sorted, straightened, shined, and standardized as a laboratory environment, considering that I am the only one working in my cube (no one else has a need to find or use any resources stored in my cube)? I don't disagree that having clean and organized office environments is good, but 5S seems inappropriate. – Thomas Owens Apr 12 '12 at 12:32
@ThomasOwens - You can go overboard. There is rarely any need for outlining and labeling tools in the office. But that does not mean that you can not apply the methodology effectively in an office environment to create a more productive work place. – Chad Apr 12 '12 at 12:58
Outlining and labeling is part of 5S. If you don't schedule regular cleanings, label drawers and containers, and have standardized and identical cubes, then you aren't using 5S. From my research, 5S is something that you either do entirely or you don't do. – Thomas Owens Apr 12 '12 at 13:03
@ThomasOwens - You implement what makes sense in your environment. I am fully in support of labeling containers and drawers. Instead of exactly identical I would strive for basically the same. The goal of 5s is to make doing the job easier not to constrain the employees from being themselves. If everyone has the basic equipment they need to do their job and no one is stuck with tools they rarely or never use on their desk then I would call it successful. – Chad Apr 12 '12 at 13:11

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