The document provides an overview of post-occupancy evaluations (POEs) and outlines their benefits. A POE involves systematically evaluating a building after it has been occupied for some time to determine how well it satisfies organizational and user needs. POEs help measure project success, provide design feedback, inform future designs, enable proactive management, and facilitate change management. They utilize occupant feedback surveys, expert walkthroughs, and analysis of space, costs, sustainability and technical aspects. Conducting regular POEs can improve building performance and satisfaction.

1. BCO Guide to Post-Occupancy Evaluation Wednesday 21 November Unity Building, 20 Chapel Street

2. Overview BCO Guide to Post-Occupancy Evaluation Nigel Oseland [email_address]

3. 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

4. Customer satisfaction

5. 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

6. 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

7. Why POE Measuring project success and value

8. Measure success – were the objectives met? What the Architect proposed … What the Engineer proposed … What the QS proposed … What the Client wanted …

9. 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)

10. Design feedback – learn from mistakes

11. 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

12. Inform the design process & focus expenditure

13. 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)

14. Proactive building management

15. 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

16. Change management

17. 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

18. Metrics and KPIs Efficiency Effectiveness Expression Economics Environment

19. 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

20. POE methods IPD WPA IPD ITOCC OGC FREE RICS / IPD TSI OPN Survey OPN Index AMA Questionnaire AMA Space Analysis AMA SOS Interviews & Workshops Storage & Furniture Audit AMA Workware BRE Checklist DQI (In-use) BREEAM (pre-evaluation) Space Expert Occupant Cost Technical Package CIBSE TM22 EARM BUS Survey CIBSE TM23 Air Leakage Expert Walkthrough ABS OLS SHCA WES Ryders Survey Ryders Occupant Evaluation Methodology Indoor Climate Workspace Analysis ZZA Responsible User Environments ZZA Survey Interviews & Workshops SHCA Performance Measurement Interviews & Workshops Time Utilisation Survey Workspace Analysis Johnson Controls JCI Occupancy Evaluation Space Utilisation JCI IPM DEGW TUS TM Interviews & Workshops PROBE

21. 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

22. 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

23. Thank you to: Expert panel Paul 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 management Ian Selby BCO Jenny MacDonnell BCO BCO Occupier Group Paul Harrington PwC (chair) Editor Melanie Thompson www.melaniethompson.co.uk Layout Steve Dalton www.wordsearch.co.uk Kerry Mallet www.wordsearch.co.uk

24. BCO Guide to Post-Occupancy Evaluation Wednesday 21 November Unity Building, 20 Chapel Street