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BCO Guide to  Post-Occupancy Evaluation Wednesday 21 November Unity Building, 20 Chapel Street
Overview  BCO Guide to Post-Occupancy Evaluation Nigel Oseland [email_address]
Purpose of guide ,[object Object],[object Object],[object Object],[object Object],[object Object]
Customer satisfaction
What is POE ,[object Object],[object Object],Wolfgang Preiser “ foam follows function” Aronoff Centre, Cincinnati
What POE is not ,[object Object],[object Object],[object Object],[object Object]
Why POE ,[object Object]
Measure success –  were the objectives met? What the  Architect  proposed … What the  Engineer  proposed … What the  QS  proposed … What the  Client  wanted …
Why POE ,[object Object],[object Object],[object Object]
Design feedback – learn from mistakes
Why POE ,[object Object],[object Object],[object Object],[object Object]
Inform the design process  & focus expenditure
Why POE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Proactive building management
Why POE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Change management
Barriers to POE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Metrics and KPIs ,[object Object],[object Object],[object Object],[object Object],[object Object]
What’s in a POE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
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
Feedback survey topics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
10 Point Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Thank you to: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],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
BCO Guide to  Post-Occupancy Evaluation Wednesday 21 November Unity Building, 20 Chapel Street

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BCO Guide To Poe

  • 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.
  • 5.
  • 6.
  • 7.
  • 8. Measure success – were the objectives met? What the Architect proposed … What the Engineer proposed … What the QS proposed … What the Client wanted …
  • 9.
  • 10. Design feedback – learn from mistakes
  • 11.
  • 12. Inform the design process & focus expenditure
  • 13.
  • 15.
  • 17.
  • 18.
  • 19.
  • 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
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  • 24. BCO Guide to Post-Occupancy Evaluation Wednesday 21 November Unity Building, 20 Chapel Street

Notas do Editor

  1. Aimed at office occupiers, developers, designers and operators I hope the FMs amongst us appreciate the post trolley on the first page
  2. In every walk of life we are now asked to provide feedback on the service, I even get asked when I order a mug of coffee (particularly an expensive mug of coffee) Sometimes the feedback does not lead to much but it is mostly used to inform he product or help deal with a complaint In 1998 in Rethinking Construction, Sir John Egan observed that the best companies are customer focussed and actively seek feedback from their customers whereas those involved in designing and developing offices conduct little research on what the end-user requires and have no standard process for gauging their customer’s satisfaction.
  3. Let me introduce you to Wolfgang Preiser, quite a character, calls himself a building pathologist – father of POEs, since 1950s POE is a rigorous methodology – not anecdotal And about meeting the business needs of the occupier, not necessarily building defects Exterior insulating foam system (EIFS)
  4. Occupied buildings – pre and post project, pre-occupancy = building appraisal
  5. Measure and show achieved value using a baseline Were objectives met – all different views and success criteria – what of client
  6. We need to evolve our buildings Learn from mistakes as well as successes and share Keep wolf from the door
  7. Involve occupants in the design process – particularly how it will support their work and day to day needs Not stifling creativity, architect to challenge, and not designing by occupant or committee Don’t want a Homer’s car – ugly and expensive, but use the good bits
  8. Avoid complaints, regular short surveys Hopefully wont design like this
  9. Buy in and ownership from staff is key to a succesful project Less likely to complain if feel input to design plus understand the why certain design decisions made
  10. Some people don’t like or have the mechanism to complain – too late anyhow What are they afraid of revealing – is it already known Electronic surveys are inexpensive and quick POE is not about defects or liability, this is known at commissioning stage or prior to PC. Does building work for the business Usually harmonious and leads to more work Occupier should measure value Questions are light and not usually contentious
  11. We live in a world of metrics and KPIs Probably heard of 3Es Health and safety key metric for some companies, also absenteeism etc Economic worth separating out from space – TCO Environment now deserves its own category and metrics Value – quality and cost Range of metrics – queues at airports is a metric of how the building is performing – but not the only one and need to use it several times
  12. The Guide covers some of the common POE methods with a focus on occupant feedback
  13. Many methods exist, don’t think you have to invent your own However, if you do then the guide covers how to go about it These are methods either known to BCO and members
  14. Analysed 20 different surveys These are key topics New ones creeping in Did not want to be prescriptive and provide a single method – plenty of BCO members have a good method already
  15. On inside of front cover are key tips Either pilot or use tried and tested Pre and post project survey What id best way of obtaining feedback Who from – sample – better go to all occupants if not then sample Good invite essential to get a good response Good objectives means a good survey design Present at right level to audience