Post-occupancy evaluation: benefits and barriers

Alex Zimmerman · Mark Martin

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Facilities and Workplace Management Building Energy and Comfort Optimization Sustainable Building Design and Assessment

Abstract

Post-occupancy evaluation (POE) is examined within a North American perspective. Benefits from using POE are examined and include: a feedback loop to enhance continuous improvement processes, improved fit between occupants and their buildings, the optimization of services to suit occupants, the reduction of waste of space and energy, validation of occupants' real needs, reduced ownership/ operational expenses, improved competitive advantage in the marketplace. The barriers to implementing POE are found to include: fragmented incentives and benefits within the procurement and operation processes, lack of agreed and reliable indicators, potential liability for owners, exclusion from current delivery expectations, exclusion from professional curricula. Recommendations for overcoming these barriers are made at governmental, institutional, corporate and project levels. L'évaluation de la fonctionnalité après emménagement est examinée d'un point de vue nord-américain. Les auteurs considèrent les avantages de la POE: une boucle de retour de l'information pour accroître les procédures d'amélioration continue, une meilleure cohérence entre les occupants et leurs bâtiments, l'optimisation des services pour répondre aux besoins des occupants, la réduction des gaspillages d'espace et d'énergie, la validation des besoins réels des occupants, la réduction des dépenses pour les propriétaires et pour les exploitants, une amélioration de la compétitivité sur le marché. Les obstacles à la mise en oeuvre de procédures de POE sont les suivants: fragmentation des stimulations et des avantages dans le cadre des procédures d'approvisionnement et d'exploitation, manque d'indicateurs fiables et adoptés par tous, responsabilité potentielle des propriétaires, exclusion des attentes actuelles en matière de livraison, exclusion des programmes d'études professionnelles. Les auteurs font ensuite des recommandations pour surmonter ces obstacles aux niveaux gouvernemental, institutionnel, des entreprises et des projets.

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References

1987Environmental Psychology: Principles and Practice 2001Assessing building performance in use 4: the Probe occupant surveys and their implications 1987Post‐occupancy evaluation

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2013The evaluation of physical learning environments: a critical review of the literature 2001Post-occupancy evaluation - where are you?2009Post‐occupancy evaluation: purpose, benefits and barriers 2021Lessons learned from 20 years of CBE’s occupant surveys 2006The development of robust methods of post occupancy evaluation 2019Post-occupancy evaluation: a review of literature 2016Is a green building really better for building occupants? A longitudinal evaluation 2010Assessing post occupancy evaluation in higher education facilities

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