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BCO Guide To Poe
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Transcript of BCO Guide To Poe
BCO Guide to Post-Occupancy Evaluation
Wednesday 21 November
Unity Building, 20 Chapel Street
Purpose of guide
• Raise awareness of the
benefits of POE in design
• Provide practical advice on
conducting a POE
• Explain how to analyse and
interpret results
• Foster sharing of feedback
and lessons learned
• Promote continuous
improvement of workplaces
Customer satisfaction
What is POE
“evaluating buildings in a systematic and rigorous manner after they have been built and occupied for some time”
“a building’s performance indicates how well it works to satisfy the client organisation’s goals and objectives, as well as the needs of individuals in that organisation”
Wolfgang Preiser
“foam follows function”
Aronoff Centre, Cincinnati
What POE is not
• Not before the building is occupied and used
for some time
• Not after the occupants have left and
vacated the building
• Not post-project or post-completion only but
pre-project and ongoing
• Not post-mortem - study of why a building has
died
Why POE
• Measuring project success and value
What the Architect proposed …
What the Engineer proposed …
What the QS proposed …
Measure success – were the objectives met?
What the Client wanted …
Why POE
• Measuring project success and value
• Design feedback:• “without a feedback loop every building, to some extent is a
prototype – spaces and systems put together in new ways,
with potentially unpredictable outcomes” (Ian Cooper)
Design feedback –learn from mistakes
Why POE
• Measuring project success and value
• Design feedback:• “without a feedback loop every building, to some extent is a
prototype – spaces and systems put together in new ways,
with potentially unpredictable outcomes” (Ian Cooper)
• Inform the design process and focus expenditure
Inform the design process & focus expenditure
Why POE
• Measuring project success and value
• Design feedback:• “without a feedback loop every building, to some extent is a
prototype – spaces and systems put together in new ways,
with potentially unpredictable outcomes” (Ian Cooper)
• Inform the design process and focus expenditure
• Proactive building management:• “prevents minor problems developing into longer-term
chronic irritants” (Bill Bordass & Mark Way)
Proactive building management
Why POE
• Measuring project success and value
• Design feedback:• “without a feedback loop every building, to some extent is a
prototype – spaces and systems put together in new ways,
with potentially unpredictable outcomes” (Cooper)
• Inform the design process and focus expenditure
• Proactive building management:• “prevents minor problems developing into longer-term chronic
irritants” (Bill Bordass & Mark Way)
• Change management and communications
Change management
Barriers to POE
• Facilities Manager:• we haven’t received any complaints
• “opening a can of worms”
• cost of conducting a survey
• Designer:• detrimental effect on reputation
• liability for defects
• cost of providing a service
• Occupier:• why should we pay?
• disruption to staff and HR issues
Metrics and KPIs
• Efficiency
• Effectiveness
• Expression
• Economics
• Environment
What’s in a POE
• Occupant feedback: • questionnaires, workshops,
interviews
• Expert walkthrough
• Environmental conditions
• Space analysis
• Time utilisation studies
• Cost analysis
• Sustainability assessment
• Technical reviews
IPDWPA IPD
ITOCCOGC FREE
RICS / IPD TSI
POE methods
OPN Survey
OPN Index
AMA Questionnaire
AMA Space Analysis
AMA SOS
Interviews &Workshops
Storage & Furniture
Audit
AMAWorkware
BRE Checklist
DQI(In-use)
BREEAM(pre-evaluation)
Space Expert OccupantCostTechnicalPackage
CIBSE TM22 EARM
BUS Survey
CIBSE TM23
Air Leakage PROBE
Expert Walkthrough
ABSOLS
SHCA WES
RydersSurvey
RydersOccupant Evaluation
Methodology
Indoor Climate
WorkspaceAnalysis
ZZAResponsible User
Environments ZZASurvey
Interviews &Workshops
SHCAPerformanceMeasurement
Interviews &Workshops
Time Utilisation
Survey
WorkspaceAnalysis
JohnsonControls
JCI Occupancy Evaluation
Space Utilisation
JCIIPM DEGW
TUSTMInterviews &Workshops
Feedback survey topics
• Temperature
• Ventilation / air quality
• Lighting
• Privacy
• Noise
• Desk space
• Storage
• Informal / breakout
• Formal meeting
• Layout
• Productivity / performance
• Overall satisfaction
• Work patterns / mobility
• Most important
• Support of work activities
• Facilities and amenities
• Sustainability
• Base build
10 Point Summary
• Conduct regular surveys
• Select the right feedback method
• Define the objectives
• Pilot the survey
• Use tried-and-tested techniques
• Select the sample
• Invite responses
• Report the results
• Share the findings
Thank you to:
Expert panelPaul Bartlett SBS & OPN
Bill Bordass Usable Buildings Trust
Glenn Corney IPD Occupiers
Joanna Eley AMA Alexi Marmot
Associates
Farrol Goldblatt tpbennett
Bridget Hardy OGC
Ken Hope Arup
Adrian Leaman Usable Buildings Trust
Peter McLennan Bartlett School of Architecture
Simon Roberts Arup
Ziona Strelitz ZZA
Jenny Thomas Ryders
Jim Ure ABS Consulting
Research managementIan Selby BCO
Jenny MacDonnell BCO
BCO Occupier GroupPaul Harrington PwC (chair)
EditorMelanie Thompson
www.melaniethompson.co.uk
LayoutSteve Dalton www.wordsearch.co.uk
Kerry Mallet www.wordsearch.co.uk
BCO Guide to Post-Occupancy Evaluation
Wednesday 21 November
Unity Building, 20 Chapel Street