FY09 Post-Occupancy Evaluation (POE) Study

1. FY09 Post-Occupancy Evaluation (POE) Study Godfried Augenbroe | Altug Kasali | Yi Lu Djuan Marshall | Patty Reyes | Hyun Bo Seo Jane Snecinski | Sharon Steele | Fei Zhao Craig Zimring | Julie Zook

2. Contents POE Overview POE Study Findings & MHS Gap Recommendations Types of POEs Database Structure Next Steps 2

3. Definition 1995: Post Occupancy Evaluation is the process of systematically comparing actual building performance, i.e., performance measures with explicitly stated performance criteria (Preiser, 1995). 2009: …Emphasizing organizational goals and long-term systematic evaluation. (Zimring, 2009) 3

4. Why Post Occupancy Evaluation (POE) within the MHS? • POE Goals and Drivers • Identify outstanding facility issues • Assist future design teams with lessons learned • Identify best practices as well as the causes of performance • Test specific design strategies Overall Recommendation: Create and implement a standardized POE program based on 3 types of POE, supported by an accessible database, enabling broad dissemination of lessons learned to guide future design.

5. POE Study Goals / Value Methodology Literature review of over 120 resources and POE reports Identified best practices in the industry Modeled alternative approaches to create the optimal framework for the MHS Created 3-tier POE model Created POE data structure • Create a structure to assess innovation impacts • Facilitate standardized data collection from all MHS facilities • Create a centrally available and usable database • Analyze and utilize accumulated findings to avoid duplication of past shortcomings 5

6. Case Studies and Interviews 6

7. Best Practice Findings A standardized POE process Use of a multi-disciplinary team process for specific level(s) of POE A multi-tier system, with specific criteria identified to differentiate one level of POE from another A data base/repository to collect the input obtained from the POE process Use of POE data to modify design guide plates, specifications, criteria 7

8. MHS POE Gaps • Lack of standardized POE requirements across Services (including methods and metrics) • Findings/conclusions not widely accessible • Primary focus for Agents is technical building performance and not outcomes related to patient-centered care • Lessons learned not tied to the modification of the guideplates, design recommendations or other institutional processes

9. Recommendations Establish Infrastructure to support POE Program by creating POE oversight and coordinating group with resources Create and implement 3 types of POE using standardized methodologies Expand the scope of POE using standard metrics to capture healthcare and organizational outcomes, as expressed in the MHS principles Develop and implement an accessible database with standardized processes to evaluate and archive data Broadly disseminate lessons learned Use ongoing POE information to modify guideplates, design guidelines and specification, building procure standards, EBD checklist tool and the POE process itself 9

10. Standardized POE Process Type 1: Quick Response Survey (QRS) A rapid survey conducted while the facility is still under warranty Type 2: Descriptive POE Surveys + direct evaluation of the building coupled with closer inspection of user perceptions Type 3: Causal POE In-depth examination and analysis of the causal links between design and outcomes 10

11. Case Example: Light in Patient Rooms Type 1 POE (QRS): Baseline reading based on stakeholder input. Can be rapidly fixed on site. Type 2 POE (Descriptive): Identify performance by measuring phenomenon. Evaluate and compare; consider solutions. Type 3 POE (Causal): Well structured research to establish causality (e.g., light & average recovery period).

12. POE Schema 12

13. POE Diffusion POE Database Designer Commissioning Report POE/Checklist Hospitals POE Staff Other strategies: newsletters training, meetings Automatic outcome monitoring Clinics Researcher Other types Data Flow Management

14. Database – Development & Implementation Development Conceptual Model POE Taxonomy Data Schema Prototyping Demo Short-term Implementation Maintenance Data Population Testing Testing & Feedback Noblis / Georgia Tech Team MHS Initial server hosted by GT

15. Next Steps • Establish Infrastructure to support POE Program by creating POE oversight and coordinating group with resources • Refine and develop Type 1 and Type 2 standardized methodologies • Develop Type 3 POE based on an MHS priority issue • Pilot Type 1 and Type 2 standardized POEs, and pilot Type 3 sample • Refine, populate, and test database 15

16. Why We Are Committed To POE as a key component of Innovation….