BCO Guide To Poe

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

description

Introduction to the BCO Guide to POE.

Transcript of BCO Guide To Poe

Page 1: BCO Guide To Poe

BCO Guide to Post-Occupancy Evaluation

Wednesday 21 November

Unity Building, 20 Chapel Street

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Overview BCO Guide to Post-Occupancy Evaluation

Nigel Oseland

[email protected]

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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

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Customer satisfaction

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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

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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

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Why POE

• Measuring project success and value

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What the Architect proposed …

What the Engineer proposed …

What the QS proposed …

Measure success – were the objectives met?

What the Client wanted …

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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)

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Design feedback –learn from mistakes

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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

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Inform the design process & focus expenditure

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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)

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Proactive building management

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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

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Change management

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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

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Metrics and KPIs

• Efficiency

• Effectiveness

• Expression

• Economics

• Environment

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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

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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

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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

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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

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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

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BCO Guide to Post-Occupancy Evaluation

Wednesday 21 November

Unity Building, 20 Chapel Street