Pre- & Post-Occupancy Evaluations

Learning Comes Full Circle

AIA Continuing Education Provider

1 LU

Pending Acceptance and Subject to Change

Much has been written on the benefits of Pre- and Post-Occupancy Evaluations (PPOEs), systematically assessing performance and utilization of designed spaces before and after they are occupied. Yet, according to a 2015 U.S. study, PPOEs are conducted in less than 5% of all built projects. Some myths and barriers to implementation of PPOEs include a belief that such evaluations are time-consuming, costly, and a potential liability if exposing unflattering results. Without them, however, we forfeit the opportunity to know whether and how design strategies are effective and impactful. Fortunately, more and more teams understand the importance of setting design goals early with post-occupancy in mind and the advantage of having occupant and spatial data to support design decisions and verify performance claims. With increased readiness to learn from data throughout the project cycle, it is important to understand why and how PPOEs can be conducted effectively at a variety of scales as part of a data-driven and evidence-based design process. With PPOEs, learning comes full circle when lessons learned through the process are applied to future projects with the goal of creating human-centered, high-performing spaces that are also well-utilized as design intended. The session will occur in three parts. First, the full group will review the value proposition for PPOEs and the benefits to designers, researchers, and education clients. Then, the group will break into teams for a fast-paced activity sharing knowledge and strategies for PPOE, including what we can measure, how to measure, and how we can communicate and apply lessons learned. The session will conclude with a full-group discussion of teams’ findings, and participants will leave with a set of measurable design goal topics and resources to engage various user groups with applied research methods to assess any of their past, present, and future learning environment design projects.

Learning Objectives:

  1. Review the value proposition for conducting Pre- and Post-Occupancy Evaluations (PPOEs) and explore associated myths, challenges, and opportunities.
  2. Understand PPOEs from perspectives of all team members, from designers and researchers to clients and user groups.
  3. Assess and refine a set of design goals that can guide any learning environment design project and metrics to assess the impact of past, present, and future designs.
  4. Explore strategies for integrating PPOEs into the full project delivery process, including application of lessons learned from PPOE data to benefit future evidence-based design projects.

Rachel Nasland, MSc, Fitwel Ambassador, Research Analyst, LPA Design Studios,
Rachel is an Environmental Psychologist, trained to examine the interplay between human behavior and the natural and built environment. Increased understanding of this relationship contributes to user-centered design that emphasizes health, well-being, and sustainability. As a Research Analyst for LPA, Rachel informs design through innovative research to create an optimal person-environment fit.

Frederico Cavazos, Architect Associate, Project Architect, LPA Design Studios,
Federico is an Associate and Project Architect who is extremely thankful for the wonderful clients and communities LPA serves. He leads integrated teams through the design, delivery and completion of complex, multi-faceted K-12 projects both large and tiny. In his role as a Project Architect, Federico’s projects have been awarded over 15 design awards from the AIA, A4LE and COTE, illustrating his passion for high-performing, purpose-driven and unique design solutions.

Kimari Phillips, MA, EDAC, WELL AP, Fitwel Ambassador, Research Manager, LPA Design Studios,
Kimari, Research Manager, leads the research arm of LPA’s research, education, and design initiative, conducting pre-design research and post-occupancy evaluations to inform design and help designers optimize human experience, health and wellness, and community impact of built/landscaped environments. For over 25 years, she has conducted applied social psychology and health promotion research using a social ecological framework. Kimari is a Fitwel Ambassador and WELL AP, certified in health education (CHES) and evidence-based design (EDAC).

Jomay Chan,

Track: Evidence and Impact

What evidence is there that design matters? That a particular method of delivery is advantageous? That one product is better than another? What lessons have you learned?

Primary Core Competency
Assessment of the School Facility: The ability to objectively evaluate a learning environment post-occupancy and utilize that data to improve future projects. Implements a plan for educational commissioning that provides guidance on how to use and maximize the learning environment to meet the foundational vision established in the planning phase. 


Marriott Rivercenter
San Antonio, TX

October 5-9, 2022


+1 480.391.0840