Post occupancy evaluation of completed construction works - Revision history

Designing Buildings at 06:46, 14 September 2026

2026-09-14T06:46:38Z

← Older revision		Revision as of 06:46, 14 September 2026
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	Continual learning and dissemination of acquired knowledge holds the key to shaping the future of projects and practices.		Continual learning and dissemination of acquired knowledge holds the key to shaping the future of projects and practices.

−	The Home Quality Mark One, Technical Manual SD239, England, Scotland & Wales, published by BRE in 2018, states that: 'Post Occupancy Evaluation (POE) is the umbrella term for the process of obtaining feedback on the performance of a recently completed new building or refurbishment. Over time the value of POE has been recognised not only as a one off evaluation of a recently completed project, but as an ongoing assessment process for any building in use that should be conducted at regular intervals over the ~~building’s~~ life cycle.'	+	The Home Quality Mark One, Technical Manual SD239, England, Scotland & Wales, published by BRE in 2018, states that: 'Post Occupancy Evaluation (POE) is the umbrella term for the process of obtaining feedback on the performance of a recently completed new building or refurbishment. Over time the value of POE has been recognised not only as a one off evaluation of a recently completed project, but as an ongoing assessment process for any building in use that should be conducted at regular intervals over the building's life cycle.' The Home Quality Mark has since been rebranded as BREEAM UK New Construction: Residential (April 2025), but this definition of POE remains representative of current industry guidance.

	Post occupancy evaluation can be used to evaluate a development to determine:		Post occupancy evaluation can be used to evaluate a development to determine:
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	* How successful its delivery was.		* How successful its delivery was.
	* How successful the completed development is.		* How successful the completed development is.
−	* Where there is potential for further improvement	+	* Where there is potential for further improvement.
	* What lessons can be learned for future projects.		* What lessons can be learned for future projects.

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	The process of post occupancy evaluation can be visualised as part of the building lifecycle, where information learnt from an operational (and occupied) project can be used to inform decisions at all the stages in the design and operational life of a future building.		The process of post occupancy evaluation can be visualised as part of the building lifecycle, where information learnt from an operational (and occupied) project can be used to inform decisions at all the stages in the design and operational life of a future building.

−	[[~~File:POE_new.jpg\|link=~~File:POE.jpg]]	+	[[File:POE new.jpg]]

	[Image courtesy Buro Happold]		[Image courtesy Buro Happold]
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	An assessment of performance in use can include:		An assessment of performance in use can include:

−	=== Business objectives ===	+	== Business objectives ==

	* The achievement of business case objectives.		* The achievement of business case objectives.
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	* Business and user satisfaction (including staff and user retention and motivation).		* Business and user satisfaction (including staff and user retention and motivation).

−	=== Design evaluation ===	+	== Design evaluation ==

	* The effectiveness of the space planning.		* The effectiveness of the space planning.
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	* The balance between capital and running costs.		* The balance between capital and running costs.
	* An assessment of whether the development is being operated as designed.		* An assessment of whether the development is being operated as designed.
−	* Environmental and energy consumption in use. NB: Regular evaluation of energy consumption is mandatory for certain types of buildings under the Energy Performance of Buildings (Certificates and Inspections) (England and Wales) Regulations). See the article on energy certificates for more information.	+
		+	Environmental and energy consumption in use. NB: Regular evaluation of energy consumption is mandatory for certain types of buildings under the Energy Performance of Buildings (Certificates and Inspections) (England and Wales) Regulations. See the article on energy certificates for more information.

	== Assessment ==		== Assessment ==

−	The assessment should compare findings to the original targets set out in the business case (the original targets may need to be updated to reflect; changes to the project brief during the design process, inflation etc). It should also compare findings to other projects and industry standards and compare the outcome of the project with the position had the project not taken place.	+	The assessment should compare findings to the original targets set out in the business case (the original targets may need to be updated to reflect changes to the project brief during the design process, inflation etc). It should also compare findings to other projects and industry standards and compare the outcome of the project with the position had the project not taken place.

	A report should be prepared that identifies issues, recommends remedies, and makes suggestions for improvements in performance for future projects.		A report should be prepared that identifies issues, recommends remedies, and makes suggestions for improvements in performance for future projects.
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	* Energy consumption.		* Energy consumption.
	* Insurance.		* Insurance.
−	* Tenants queries.	+	* Tenants' queries.
	* Facilities management.		* Facilities management.
	* The production of energy performance certificates.		* The production of energy performance certificates.
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	* The preparation of tender documents for maintenance and operation contracts.		* The preparation of tender documents for maintenance and operation contracts.

−	NB The RIBA Plan of Work ~~2013 defines~~ post-occupancy evaluation as; 'Evaluation undertaken post-occupancy to determine whether the Project Outcomes (both subjective and objective) set out in the Final Project Brief have been achieved.'	+	NB The RIBA Plan of Work defined post-occupancy evaluation (in the 2013 edition) as: 'Evaluation undertaken post-occupancy to determine whether the Project Outcomes (both subjective and objective) set out in the Final Project Brief have been achieved.' The current RIBA Plan of Work 2020 carries this activity forward within Stage 7 (Use), reflecting the same underlying principle.

	See also: Post occupancy evaluation process.		See also: Post occupancy evaluation process.
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	* BREEAM Post occupancy evaluation.		* BREEAM Post occupancy evaluation.
	* Building performance evaluation.		* Building performance evaluation.
−	* Building performance evaluation in non-domestic buildings guide – an introduction to the tests and methods in non-domestic buildings	+	* Building performance evaluation in non-domestic buildings guide - an introduction to the tests and methods in non-domestic buildings.
	* Building performance metrics.		* Building performance metrics.
	* Building use studies (BUS).		* Building use studies (BUS).
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	* Initial aftercare.		* Initial aftercare.
	* Maintenance.		* Maintenance.
−	* Migration strategy.
	* Occupation.		* Occupation.
	* Performance gap.		* Performance gap.
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	= External references =		= External references =

−	* [http://www.usablebuildings.co.uk/ The Usable Building Trust].	+	* [http://www.usablebuildings.co.uk/ The Usable Building Trust.]
−	* New Buildings: [~~http~~://newbuildings.org/~~sites~~/~~default/files/Energy_Performance_of_LEED~~-~~NC_Buildings~~-~~Final_3~~-4-~~08b.pdf~~ Study comparing actual energy consumption of LEED buildings to predicted].	+	* New Buildings: [https://newbuildings.org/resource/energy-performance-leed-new-construction-buildings/ Study comparing actual energy consumption of LEED buildings to predicted.]

	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:Sustainability]] [[Category:Client_procedures]] [[Category:Design]] [[Category:Operations]] [[Category:Public_procedures]]		[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:Sustainability]] [[Category:Client_procedures]] [[Category:Design]] [[Category:Operations]] [[Category:Public_procedures]]

Editor at 05:38, 12 January 2026

2026-01-12T05:38:17Z

← Older revision		Revision as of 05:38, 12 January 2026
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	See also: Post occupancy evaluation process.		See also: Post occupancy evaluation process.

−	= Related articles on Designing Buildings ~~Wiki~~ =	+	= Related articles on Designing Buildings =

	* BREEAM Post occupancy evaluation.		* BREEAM Post occupancy evaluation.

Designing Buildings at 10:27, 3 August 2022

2022-08-03T10:27:53Z

← Older revision		Revision as of 10:27, 3 August 2022
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	* New Buildings: [http://newbuildings.org/sites/default/files/Energy_Performance_of_LEED-NC_Buildings-Final_3-4-08b.pdf Study comparing actual energy consumption of LEED buildings to predicted].		* New Buildings: [http://newbuildings.org/sites/default/files/Energy_Performance_of_LEED-NC_Buildings-Final_3-4-08b.pdf Study comparing actual energy consumption of LEED buildings to predicted].

−	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:Sustainability]] [[Category:Client_procedures]] [[Category:Design]] [[Category:Public_procedures]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:Sustainability]] [[Category:Client_procedures]] [[Category:Design]] [[Category:Operations]] [[Category:Public_procedures]]

Editor at 19:21, 11 February 2021

2021-02-11T19:21:23Z

← Older revision		Revision as of 19:21, 11 February 2021
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	* Closing the gap between design and as-built performance.		* Closing the gap between design and as-built performance.
	* Defects liability period.		* Defects liability period.
		+	* Design quality indicator DQI.
	* End of contract report.		* End of contract report.
	* Energy performance certificates.		* Energy performance certificates.

Designing Buildings at 09:52, 15 September 2020

2020-09-15T09:52:30Z

← Older revision		Revision as of 09:52, 15 September 2020
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	* New Buildings: [http://newbuildings.org/sites/default/files/Energy_Performance_of_LEED-NC_Buildings-Final_3-4-08b.pdf Study comparing actual energy consumption of LEED buildings to predicted].		* New Buildings: [http://newbuildings.org/sites/default/files/Energy_Performance_of_LEED-NC_Buildings-Final_3-4-08b.pdf Study comparing actual energy consumption of LEED buildings to predicted].

−	[[Category:Sustainability]] [[Category:Client_procedures]] [[Category:Design]] [[Category:Public_procedures]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:Sustainability]] [[Category:Client_procedures]] [[Category:Design]] [[Category:Public_procedures]]

Designing Buildings at 10:22, 13 March 2020

2020-03-13T10:22:45Z

← Older revision		Revision as of 10:22, 13 March 2020
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	* Performance in use (starter article that repeats some of the text in this article).		* Performance in use (starter article that repeats some of the text in this article).
	* Post occupancy evaluation process.		* Post occupancy evaluation process.
		+	* Post opening project evaluation.
	* Post project review (starter article that repeats some of the text in this article).		* Post project review (starter article that repeats some of the text in this article).
	* Soft landings.		* Soft landings.

Designing Buildings at 16:54, 1 February 2020

2020-02-01T16:54:20Z

← Older revision		Revision as of 16:54, 1 February 2020
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	NB The RIBA Plan of Work 2013 defines post-occupancy evaluation as; 'Evaluation undertaken post-occupancy to determine whether the Project Outcomes (both subjective and objective) set out in the Final Project Brief have been achieved.'		NB The RIBA Plan of Work 2013 defines post-occupancy evaluation as; 'Evaluation undertaken post-occupancy to determine whether the Project Outcomes (both subjective and objective) set out in the Final Project Brief have been achieved.'
		+
		+	See also: Post occupancy evaluation process.

	= Related articles on Designing Buildings Wiki =		= Related articles on Designing Buildings Wiki =

−	* Advantages of shell and core.
−	* Appointing consultants.
	* BREEAM Post occupancy evaluation.		* BREEAM Post occupancy evaluation.
−	* BS 8536-1:2015 Briefing for design and construction. Code of practice for facilities management (Buildings infrastructure).
	* Building performance evaluation.		* Building performance evaluation.
	* Building performance evaluation in non-domestic buildings guide – an introduction to the tests and methods in non-domestic buildings		* Building performance evaluation in non-domestic buildings guide – an introduction to the tests and methods in non-domestic buildings
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	* Initial aftercare.		* Initial aftercare.
	* Maintenance.		* Maintenance.
−	* Medical Research Council Laboratory of Molecular Biology soft landings project.
	* Migration strategy.		* Migration strategy.
	* Occupation.		* Occupation.
−	* OGC Gateway Review 5: Operations review & benefits realisation (or benefits evaluation)
	* Performance gap.		* Performance gap.
	* Performance in use (starter article that repeats some of the text in this article).		* Performance in use (starter article that repeats some of the text in this article).
		+	* Post occupancy evaluation process.
	* Post project review (starter article that repeats some of the text in this article).		* Post project review (starter article that repeats some of the text in this article).
	* Soft landings.		* Soft landings.
−	* Thermal comfort.
−	* Thermal pleasure in the built environment.

	= External references =		= External references =

Designing Buildings at 08:04, 5 December 2019

2019-12-05T08:04:55Z

← Older revision		Revision as of 08:04, 5 December 2019
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	* Performance of exemplar buildings in use: Bridging the performance gap FB 78.		* Performance of exemplar buildings in use: Bridging the performance gap FB 78.
	* The preparation of tender documents for maintenance and operation contracts.		* The preparation of tender documents for maintenance and operation contracts.
		+
		+	NB The RIBA Plan of Work 2013 defines post-occupancy evaluation as; 'Evaluation undertaken post-occupancy to determine whether the Project Outcomes (both subjective and objective) set out in the Final Project Brief have been achieved.'

	= Related articles on Designing Buildings Wiki =		= Related articles on Designing Buildings Wiki =

Designing Buildings at 11:53, 10 November 2019

2019-11-10T11:53:04Z

← Older revision		Revision as of 11:53, 10 November 2019
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	Continual learning and dissemination of acquired knowledge holds the key to shaping the future of projects and practices.		Continual learning and dissemination of acquired knowledge holds the key to shaping the future of projects and practices.

−	Post ~~occupancy evaluation~~ (POE) is the process of ~~evaluating~~ a development to determine:	+	The Home Quality Mark One, Technical Manual SD239, England, Scotland & Wales, published by BRE in 2018, states that: 'Post Occupancy Evaluation (POE) is the umbrella term for the process of obtaining feedback on the performance of a recently completed new building or refurbishment. Over time the value of POE has been recognised not only as a one off evaluation of a recently completed project, but as an ongoing assessment process for any building in use that should be conducted at regular intervals over the building’s life cycle.'
		+
		+	Post occupancy evaluation can be used to evaluate a development to determine:

	* How successful its delivery was.		* How successful its delivery was.

Designing Buildings at 05:37, 26 April 2019

2019-04-26T05:37:18Z

← Older revision		Revision as of 05:37, 26 April 2019
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	A post project review may begin during the defects liability period.		A post project review may begin during the defects liability period.

−	When the development is first occupied by the client, it is important to visit the site immediately to identify any issues that need to be addressed quickly. It can be beneficial to establish a help-desk and rapid response team to resolve issues as they arise ~~(See articles on occupation and migration strategy)~~.	+	When the development is first occupied by the client, it is important to visit the site immediately to identify any issues that need to be addressed quickly. It can be beneficial to establish a help-desk and rapid response team to resolve issues as they arise.

	A post-project review is undertaken to evaluate the effectiveness and efficiency of the project delivery process. To undertake a post-project review, it is important to seek the views of contractors, designers, suppliers and the client about how well the project was managed. This may include assessments of how well the delivery of the project performed against key performance indicators, such as:		A post-project review is undertaken to evaluate the effectiveness and efficiency of the project delivery process. To undertake a post-project review, it is important to seek the views of contractors, designers, suppliers and the client about how well the project was managed. This may include assessments of how well the delivery of the project performed against key performance indicators, such as:
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	* Collaborative practices.		* Collaborative practices.

−	An evaluation can then be made of what lessons ~~can~~ be learned from the approach taken and an assessment and lessons-learned report prepared.	+	An evaluation can then be made of what lessons could be learned from the approach taken and an assessment and lessons-learned report prepared.

	See also: End of contract report.		See also: End of contract report.
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	* The achievement of business case objectives.		* The achievement of business case objectives.
−	* Whole-life costs and benefits against those forecast ~~(including assessment of capital vs running costs)~~.	+	* Whole-life costs and benefits against those forecast.
	* Whether the project continues to comply with the business strategy.		* Whether the project continues to comply with the business strategy.
	* Whether operations have improved.		* Whether operations have improved.
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	* Performance of exemplar buildings in use: Bridging the performance gap FB 78.		* Performance of exemplar buildings in use: Bridging the performance gap FB 78.
	* The preparation of tender documents for maintenance and operation contracts.		* The preparation of tender documents for maintenance and operation contracts.
−
−	~~-----~~
−	~~This article was originally created by Designing Buildings Wiki and was subsequently developed by --[User:Buro_Happold Buro Happold].~~

	= Related articles on Designing Buildings Wiki =		= Related articles on Designing Buildings Wiki =