MSS403040 - Facilitate and improve implementation of 5S assessment tool

Assessor Resource

MSS403040
Facilitate and improve implementation of 5S

Assessment tool

Version 1.0
Issue Date: May 2024

This unit of competency covers the skills and knowledge required by an individual to facilitate the implementation and improvement of the 5S by self and others in a team or work area. The facilitation may be undertaken by formally designated supervisory staff, such as team leaders or other individuals in a competitive systems and practices implementation role, who need to provide support and encouragement to others to facilitate the achievement of 5S outcomes in the workplace.

This unit requires the application of skills associated with communication, teamwork, problem solving, initiative and enterprise, planning and organising, and self-management in order to provide leadership in a 5S environment. This unit has a strong emphasis on planning and change management, but also requires an ability to learn from experience and feed new information back into strategies to improve performance.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

Elements describe the essential outcomes.		Performance criteria describe the performance needed to demonstrate achievement of the element.
1	Facilitate the set-up of 5S	1.1	Assist others to determine what are necessary and unnecessary items in the work area.
		1.2	Assist others to determine optimum assigned location for all necessary items.
		1.3	Liaise with relevant production and work health and safety (WHS) personnel in determining optimum locations.
		1.4	Assist others to determine optimum location for unnecessary items.
		1.5	Assist others to determine 5S schedule.
		1.6	Assist others to achieve the required level of skill.

2	Facilitate the implementation of 5S	2.1	Ensure procedures reflect 5S practices.
		2.2	Assess skill base of team or work group members in 5S and arrange for any required training.
		2.3	Ensure that any damage and/or safety risks reported by the team or work group are addressed through correct mechanisms.

3	Monitor 5S	3.1	Check work area for 5S implementation as part of normal routine.
		3.2	Identify non-conformances.
		3.3	Negotiate solutions to non-conformances.

4	Improve 5S	4.1	Work with others to find areas for improvement.
		4.2	Assist others to develop improvement solutions.
		4.3	Facilitate the availability of resources required for the improvement solution.
		4.4	Facilitate the implementation of the improvement solution.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy the requirements of the elements and performance criteria and include the ability, in one (1) or more allocated areas, to:

identify the scope of the services and/or functions supplied to and by the team or work area and the deliverables expected by customers, including the ultimate customer

facilitate a systematic approach to implementing 5S

lead and motivate others in achieving 5S outcomes and making improvements to the 5S systems

set up systems for monitoring and improving 5S implementation

manage non-conformances in implementation of 5S.

Must provide evidence that demonstrates knowledge relevant to their job role sufficient to fulfil their job role independently, including:

principles and purpose of 5S

methods of identifying waste in the work area, such as:

waste walk

document tagging

tracking/log sheets

spaghetti diagrams

existing information technology and enterprise resource systems (e.g. SCADA, ERP and MRP)

methods of identifying and evaluating options

work health and safety (WHS) requirements relevant to team and work areas

processes for identifying and addressing skill gaps.

The unit should be assessed holistically and the judgement of competence shall be based on a holistic assessment of the evidence.

The collection of performance evidence:

should occur over a range of situations which include typical disruptions to normal, smooth operation of the workplace

will typically include a supervisor/third-party report focussing on consistent performance and problem recognition and solving. A supervisor/third-party report must be prepared by someone who has a direct, relevant, current relationship with the person being assessed and who is in a position to form a judgement on workplace performance relevant to the unit of competency

must include the implementation of 5S procedures in a work area where 5S has not previously been undertaken, or, demonstration of improving 5S application in a work area that has already undergone prior 5S procedures

will typically include the use of appropriate tools, equipment and safety gear requiring demonstration of preparation, operation, completion and responding to problems.

Assessment should occur in operational workplace situations. Knowledge evidence may be collected concurrently with performance evidence (provided a record is kept) or through an independent process such as workbooks, written assessments or interviews (provided a record is kept).

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Conditions for assessment must include access to all tools, equipment, materials and documentation required, including relevant workplace procedures, product and manufacturing specifications associated with this unit.

Foundation skills are integral to competent performance of the unit and should not be assessed separately.

Assessors must satisfy the assessor competency requirements that are in place at the time of the assessment as set by the VET regulator.

The assessor must demonstrate both technical competency and currency.

Technical competence can be demonstrated through:

relevant VET or other qualification/Statement of Attainment AND/OR

relevant workplace experience

Currency can be demonstrated through:

performing the competency being assessed as part of current employment OR

having consulted with an organisation providing relevant environmental monitoring, management or technology services about performing the competency being assessed within the last twelve months.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title] Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Elements describe the essential outcomes.		Performance criteria describe the performance needed to demonstrate achievement of the element.
1	Facilitate the set-up of 5S	1.1	Assist others to determine what are necessary and unnecessary items in the work area.
		1.2	Assist others to determine optimum assigned location for all necessary items.
		1.3	Liaise with relevant production and work health and safety (WHS) personnel in determining optimum locations.
		1.4	Assist others to determine optimum location for unnecessary items.
		1.5	Assist others to determine 5S schedule.
		1.6	Assist others to achieve the required level of skill.

2	Facilitate the implementation of 5S	2.1	Ensure procedures reflect 5S practices.
		2.2	Assess skill base of team or work group members in 5S and arrange for any required training.
		2.3	Ensure that any damage and/or safety risks reported by the team or work group are addressed through correct mechanisms.

3	Monitor 5S	3.1	Check work area for 5S implementation as part of normal routine.
		3.2	Identify non-conformances.
		3.3	Negotiate solutions to non-conformances.

4	Improve 5S	4.1	Work with others to find areas for improvement.
		4.2	Assist others to develop improvement solutions.
		4.3	Facilitate the availability of resources required for the improvement solution.
		4.4	Facilitate the implementation of the improvement solution.

This field allows for different work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included.
Competitive systems and practices include one or more of:	lean operations agile operations preventative and predictive maintenance approaches statistical process control systems, including six sigma and three sigma Just in Time (JIT), kanban and other pull-related operations control systems supply, value, and demand chain monitoring and analysis 5S continuous improvement (kaizen) breakthrough improvement (kaizen blitz) cause/effect diagrams overall equipment effectiveness (OEE) takt time process mapping problem solving run charts standard procedures current reality tree.
Procedures (written, verbal, visual, computer based, etc.) include one or more of:	work instructions standard operating procedures (SOPs) safe work method statements formulas/recipes batch sheets temporary instructions any similar instructions provided for the smooth running of the plant.
5S includes all of:	sort set in order shine standardise sustain.
Sort includes all of:	separating necessary from unnecessary items (equipment and supplies) keeping only what is absolutely necessary for the work processes that comprise the job disposing of (or relocating) all other items.
Set in order includes all of:	assigning required equipment and materials appropriate locations in the work area consideration of frequency of use, ergonomics and WHS provision of facilities to maintain the locations.
Shine includes one or more of:	keeping the work area clean at all times which should be carried out to a regular daily schedule against allowed time, usually at the end of the day or of a particular process keeping work area, including virtual work area, organised noting any signs of wear, damage, leakage, safety risks or other issues that require immediate attention.
Standardising includes one or more of:	activities that help maintain the order and the 5S standards using procedures and checklists developed from a procedure.
Sustain includes one or more of:	making sure that daily activities are completed every day regardless of circumstance undertaking inspections, including: informal inspections that should be carried often, at least weekly formal inspections that should be carried out at least monthly.
Items in work area include one or more of:	office supplies materials paperwork furniture storage systems and cabinets lighting, wiring, plumbing and other services designed to support a working environment in the office manuals personal items (e.g. bags, phones, lunch boxes, clothing, photos and ornaments) safety and personal protective equipment any other item which happens to be in the work area.
Teams include one or more of:	formal teams informal teams people working in the same area.
Target work area may be a physical and/or virtual workspace and includes one or more of:	used by a person, a team or a cross-functional group common to part/s of a process or value stream (already defined) shared by people who undertake a defined procedure or set of procedures needed to support a particular function.
Appropriate places include areas designated for one or more of:	recycling rubbish removal staff room/lunch room/kitchen office supplies, filing and other storage functions, such as printing/copying holding until status is confirmed.
Optimum assigned location includes:	making changes to the layout of furniture, equipment and personnel in order to facilitate the smooth and continuous flow of work through process steps taking into account WHS considerations.
Non-conformance includes:	incorrect or incomplete application of 5S procedures, including any daily tasks, scheduled inspections and continuous improvement procedures.