project phases - learning space toolkit · project phases project phases | participants • regular...

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Project Phases Project Phases | www.learningspacetoolkit.org Participants • regular steering committee meetings • review of strategic plan • review space inventory visioning session • leadership interviews • space utilization analysis online surveys • review guideline standards existing facility assessment observation studies focus groups (by groups) focus groups (by themes) best practice research facility tours regular steering committee meetings user group meetings / workshops departmental interviews • space utilization analysis draft program program revision workshops quantitative benchmarking regular steering committee meetings design workshops / charrettes • service design pilot projects (design) prototyping design review workshops regular steering committee meetings design dev. of nishes, materials, furniture & equipment pilot projects (evaluation) prototyping (evaluation) design review workshops regular steering committee meetings • regular construction progress meetings • issue-specific meetings as they arise milestone meetings to review progress pilot projects (evaluation) prototyping (evaluation) regular operating committee / group meetings post-occupancy evaluation prototyping as needed publish annual review of usage/satisfaction/impact Construction Activities (in general order of sequence) Decisions and Deliverables: Operation / Assessment Activities (in general order of sequence) Decisions and Deliverables: Concept Design Activities (in general order of sequence) Decisions and Deliverables: Design Activities (in general order of sequence) Decisions and Deliverables: Visioning Activities (in general order of sequence) Decisions and Deliverables: Checklist Programming Activities (in general order of sequence) Decisions and Deliverables: Steering committee Design/programming team User groups Campus specialists Determining the project vision - the goals, needs and success criteria, along with the project’s key compo- nents and relationships... typical planning, construction, operations and evaluation of learning spaces. Quantifying, qualifying, and relating the needs for space, technology, furniture, equipment, and services to support the functions and activities described in the vision... Translating the program into a design concept -- a main idea -- according to the project vision and with the ongoing input of project stakeholders... Developing the design concept to include the technical information required for construction - precise dimensions, specifications of materials and systems, and depiction of how elements go together... Assembling the materials, technolo- gies, equipment, and systems to build the learning space - either as new construction or renovating an existing space... Operating the learning space(s) in order to fulfill their objectives and assessing whether / how well these objectives are being met in an ongoing way... vision statement guiding principles service philosophy planning horizon space evaluation review peers example cases develop profiles & personas develop use cases identify key spaces tech context map information resources strategy number of occupants net-to-gross ratio overall sf “kit of parts” how much of each kind of space + where adjacencies service concepts journey map stacking/blocking connections between spaces (physical / visual) service location matrix service blueprint selection of building systems and materials selection of furniture and finishes technology integration plan signage and wayfinding decisions in response to construction issues stakeholder communication plan schedule / protocol for tours staffing assessment methodology annual reporting stakeholder relationships / liaisons feedback channels (e.g.: blogs) tour guides, content, and schedule project documentation for conferences /articles

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Page 1: Project Phases - Learning Space Toolkit · Project Phases Project Phases | Participants • regular steering committee meetings • review of strategic plan • review space inventory

Project Phases

Project Phases | www.learningspacetoolkit.org

Participants

• regular steering committee meetings• review of strategic plan• review space inventory• visioning session• leadership interviews• space utilization analysis• online surveys• review guideline standards• existing facility assessment• observation studies• focus groups (by groups)• focus groups (by themes)• best practice research• facility tours

• regular steering committee meetings• user group meetings / workshops• departmental interviews• space utilization analysis• draft program• program revision workshops• quantitative benchmarking

• regular steering committee meetings• design workshops / charrettes• service design• pilot projects (design)• prototyping• design review workshops

• regular steering committee meetings• design dev. of finishes, materials, furniture & equipment• pilot projects (evaluation)• prototyping (evaluation)• design review workshops

• regular steering committee meetings• regular construction progress meetings• issue-specific meetings as they arise• milestone meetings to review progress• pilot projects (evaluation)• prototyping (evaluation)

• regular operating committee / group meetings• post-occupancy evaluation• prototyping as needed• publish annual review of usage/satisfaction/impact

Construction Activities (in general order of sequence) Decisions and Deliverables:

Operation / Assessment Activities (in general order of sequence) Decisions and Deliverables:

Concept Design Activities (in general order of sequence) Decisions and Deliverables:

Design Activities (in general order of sequence) Decisions and Deliverables:

Visioning Activities (in general order of sequence) Decisions and Deliverables:Checklist

Programming Activities (in general order of sequence) Decisions and Deliverables:

Steering committeeDesign/programming teamUser groupsCampus specialists

Determining the project vision - the goals, needs and success criteria, along with the project’s key compo-nents and relationships...

typical planning, construction, operations and evaluation of learning spaces.

Quantifying, qualifying, and relating the needs for space, technology, furniture, equipment, and services to support the functions and activities described in the vision...

Translating the program into a design concept -- a main idea -- according to the project vision and with the ongoing input of project stakeholders...

Developing the design concept to include the technical information required for construction - precise dimensions, speci�cations of materials and systems, and depiction of how elements go together...

Assembling the materials, technolo-gies, equipment, and systems to build the learning space - either as new construction or renovating an existing space...

Operating the learning space(s) in order to ful�ll their objectives and assessing whether / how well these objectives are being met in an ongoing way...

vision statementguiding principlesservice philosophyplanning horizonspace evaluationreview peers example casesdevelop pro�les & personasdevelop use casesidentify key spacestech context mapinformation resources strategy

number of occupantsnet-to-gross ratiooverall sf“kit of parts”how much of each kind of space + whereadjacencies

service concepts journey mapstacking/blockingconnections between spaces (physical / visual)service location matrixservice blueprint

selection of building systems and materialsselection of furniture and �nishestechnology integration plansignage and way�nding

decisions in response to construction issuesstakeholder communication planschedule / protocol for tours

sta�ngassessment methodologyannual reporting stakeholder relationships / liaisonsfeedback channels (e.g.: blogs)tour guides, content, and scheduleproject documentation for conferences /articles