Is the Policy Landscape Making It Harder for K-12 Designers to Perform Post-Occupancy Evaluations?

How can we know the intended purpose of our designs if we don’t follow up and measure it? Transparency around post-occupancy evaluations (POEs) in K-12 schools remains scarce. Despite encouragement from industry organizations like the American Institute of Architects (AIA), Council of Educational Facility Planners International (CEFPI), the Association for Learning Environments (A4LE), and EDmarket to include robust POEs, available post-occupancy data on how designs support all stakeholders is hard to come by.

Only a fraction of the highest grossing K-12 architecture firms share transparent POE data. The CAUSE team reviewed BD+C’s list of leading firms, searching for publicly available POE reporting. What we found was a striking lack of transparency. This contradicts industry principles championed by organizations like AIA. While non-disclosure agreements and intellectual property concerns may limit what firms wish to publicly release, keeping this information locked away prevents schools and communities from understanding how well these designs truly support student growth and well-being.

Public policy represents a key tool to change this landscape. Public school projects are usually funded by public money, which means policymakers can set expectations for how their projects are evaluated once they are completed. Despite this opportunity, most current policy doesn't directly address whether project outcomes are transparency communicated to the public that funded them through POE results.

Federal Policy

As the country transitioned from the No Child Left Behind Act to the Every Student Succeeds Act (ESSA) in 2015, there were still no mandates for post-occupancy evaluations (POEs). ESSA prioritizes school performance metrics like reading, writing, and math but does not require or standardize assessments of the built environment. With no clear mandate, local education agencies must determine if and how to conduct POEs. They often lack the funding, staff, or expertise needed to conduct comprehensive evaluations themselves.

Federal education grants, such as those under Title I, are designed to require accountability for how funds are spent, but the focus is primarily on academic outcomes rather than the physical conditions of school facilities. While there are provisions for monitoring school conditions, the lack of standardized procedures for evaluating school buildings means that these requirements are often overlooked or inconsistently applied. This disconnect between policy and practice means that school designers and administrators are not incentivized to prioritize POEs in the same way they might prioritize direct measures of academic performance.

The Freedom of Information Act (FOIA) provides a potential avenue for greater transparency in POEs by mandating that federal documents be made publicly available. Unfortunately, few post-occupancy studies are made public through this channel, largely due to the lack of a standardized procedure for sharing this information. There is little information on the percentage of total buildings that have had post-occupancy evaluations conducted, but some experts say it may be as low as one percent.

This lack of open data also stands in contrast to the growing momentum around open science policies in other sectors. The Open Science Foundation and other archival initiatives have helped improve data access in fields like urban planning and public health, where data transparency is increasingly seen as vital to improving outcomes. However, K-12 education design has been slow to embrace open practices that could allow designers, school districts, and policymakers to improve the positive impact of educational environments.

Popular Certification: A Limited Impact

There are over 5,000 LEED-certified schools in the United States, a number that is often touted as a sign of progress in sustainable school design. However, this represents less than 2% of the total number of K-12 schools in the country. The vast majority of schools are not benefiting from the rigorous evaluation processes associated with LEED certification. LEED also focuses on environmental sustainability and does not systematically address the broader set of factors that contribute to a school's success. While sustainability is undoubtedly important, focusing on environmental standards alone neglects a key component of school design—how the physical space influences student learning and teacher performance. K-12 POEs should include the emotional well-being of students and the workplace outcomes of teachers.

Moving Toward Better Data and Accountability

The current landscape of POEs in K-12 schools is marked by a lack of consistent data collection, limited transparency, and insufficient policy support. If the industry and policymakers are serious about improving school design, they must take concrete steps to encourage the widespread adoption of high-quality POE methods. This process must include standardized methodology for evaluating school buildings, procedures for data sharing and clear reporting, and integrating post-occupancy performance as a key component of accountability frameworks under ESSA and other education-related policies.

Without a clearer policy mandate and a cultural shift toward data transparency, the K-12 education system will continue to operate in the dark when it comes to understanding how design impacts educational outcomes. Only by prioritizing transparency and evidence-based practices can we begin to build schools that truly serve the needs of students, educators, and the communities they are designed to support.

Social and Emotional Learning Visual Design Guide Recognized as Finalist for 2024 A4LE Kelley Tanner Innovation Award

Known for its incredibly rich insight and beautifully crafted tool, the Social and Emotional Learning Visual Design Guide is proving to be a transformative resource for everyone in the education community. Recognized as a finalist for the 2024 A4LE Kelley Tanner Innovation Award, we believe this is only the tip of the iceberg when it comes to the meaningful impact that this tool will bring forth. The Social and Emotional Visual Design Guide is an innovation beacon for teachers, students, school administrators, and designers to support whole student and teacher health.  

The VDG (Visual Design Guide) translates complex scientific findings into 18 practical design strategy cards geared towards bringing awareness to how the school environment can elevate the learning and teaching experience and promote positive outcomes for social and emotional well-being for both teachers and students. In addition to the evidence-based strategy cards, the VDG provides a deep dive into the evidence that supports the strategies, illustrations on teacher-student interactions to promote collaboration, connection and meaningful impact, and clear instruction on how to optimize the utility of the guide. The VDG can be utilized electronically or printed out as a physical copy.  

At its very core, the 2024 A4LE Kelley Tanner Innovation Award advocates for community, equity, integrity, and an actionable vision of what’s possible, deeply rooted in research. The VDG is unique in that it shines a light on the student and teacher outcomes that are associated with various interior design strategies in a K-12 setting, this has never been done before and the evidence to support these strategies is often behind a paywall and therefore inaccessible. Accessibility and understanding were at the forefront when creating this tool.  

Collaborative thinking amongst community, industry, academia, and design practice was also an instrumental contribution to the development of the VDG. Ever heard of the saying, “you can’t pour from an empty cup?” Teachers play a crucial role in learning spaces, it is pertinent that their perspectives are taken into consideration when it comes to making an impact within the education community. The VDG amplifies the voices of teachers by incorporating direct teacher insights within the evidence-based design strategy cards labeled as “From the Teacher’s Desk”. An undergraduate interior design studio course that focused on K-12 design was an additional community partner in advancing this endeavor. Students had the opportunity to utilize the VDG to learn how to connect theory to design. The result was that students were empowered to steer the local school district towards evaluating, re-conceptualizing and sharing new design guidelines with the design community. One of the students involved in the effort stated, “[The VDG] made me consider every detail that is necessary in making not just a classroom, but across an entire school system safer and more conducive to learning.” 

These design strategy cards provide a real opportunity for teachers to alter their work environment, for administrators to advocate for and promote positive outcomes for students and teachers, and for designers to enhance their ability to bring forth meaningful impact within the education community. 

As one of the leaders of this effort, Dr. Renae Mantooth is adamant about ensuring accessibility to this guide for those who are interested. If you or anyone you know of is interested in harnessing the power of this free VDG, please feel free to share. 

 

CAUSE – 2 Cities, 2 Conferences, 1 Day

What happens when you have two influential events in different cities, but on the same day? You remember why you built a team: many hands make light work! The Coalition for the Advanced Understanding of School Environments (CAUSE) did just that a couple of weeks ago when they were scheduled to present at the A4LE’s annual LearningSCAPES conference in Portland, Oregon and at the Council for Great City Schools conference in Dallas, Texas on the same day. Here are some reflections and lessons learned from both events:

Q&A with Dr. Michael C. Ralph, Vice President and the Director of Research with Multistudio

Q: CAUSE has presented at other conferences - what was unique about your experience at LearningSCAPES?

  • A: I am grateful first and foremost for the overall enthusiasm and support from the field. We had a terrific turnout and lots of interest from folks wanting to be involved. This is a coalition and I am proud we are developing an effort people want to be a part of. There was lots of discussion about the boundaries of what types of research we want to see standardized versus what should be unique decisions left to researchers/firms. For example, participants considered how CAUSE might support making connections between measured outcomes and the stories of students and educators.

Q: Why is the work of CAUSE important and what was the response from the LearningSCAPES attendees? 

  • A: I continue to be struck by the shared interest in these kinds of tools and resources. CAUSE is developing these research tools as fast as we can, and I am hearing from participants over and over again that they want the tools and references as soon as we can share them. As our early work has already shown, the lack of publicly available tools has been a barrier to even open discussion of post-occupancy evaluations… and I hope CAUSE is poised to further dismantle that barrier.

Q: Getting this energy from LearningSCAPES, what are you looking forward to and how will that impact CAUSE’s next steps? 

  • A: As we move forward into 2025, I am excited to see how the growing momentum translates to opportunities for further refinement of the CAUSE tools. I hope that as CAUSE begins planning for Cohort 2 with more school districts across the United States – with the learnings from our development with Cohort 1 in Austin Independent School District – we can continue to maintain the rigor and quality that has been the centerpiece of our work thus far.

Q&A with Dr. Raechel French, Director of Planning for Austin ISD

Q: The Council for Great City Schools centers on the innovation and transformation of education. How does a post-occupancy evaluation (POE) tool fit into this?  

  • A: The Council for Great City Schools (CGCS) is a conference all about problem solving and sharing. Both of these tenants are central to our efforts in creating an open-source, open-science post-occupancy evaluation. School districts want to leverage any tool they can to support better outcomes for students and a better learning and teaching experience. If we can bring data to the table at this event, especially at scale, we could have incredible impact on how we approach school design as one of these levers.

Q: What was the response of the CGCS attendees and how does this influence the coalition work?

  • A: The response to our efforts was positive. Participants were engaged in hearing about existing research and approaches to learning space design and multiple school districts expressed interested in joining our CAUSE. I can only imagine more will join in as they see the results of our pilot study. I look forward to presenting our ongoing work at future conferences and building a network of like minded school districts.

CADRE Wins EHD 2024 Design Research Project AWard

European Health Design (EHD) announced that the coalition of CADRE, HKS, Inc., and MillerKnoll has won the EHD 2024 Design Research Project award for Blueprint for mitigating nurse burnout: A social listening perspective

Organized by Architects for Health and SALUS, the awards were officially announced at the Royal College of Physicians in London at the 10th annual European Healthcare Design Congress, Exhibition & Awards.  

CADRE is proud to have facilitated the coalition between CADRE, HKS, Inc., and MillerKnoll, which was formed in 2022. Led by Dr. Deborah Wingler and Dr. Michelle Ossman, the study analyzed over 15,000 online responses to better understand the pressure points and issues that contribute to the crisis of nurse burnout. Dr. Rutali Joshi also served as co-Principal Investigator and Researcher, and Ed Hunt, a doctoral student at The University of Texas at Austin, served as Research Fellow.

After receiving the award in London, EHD noted that Dr. Deborah Wingler has “defended her crown,” having received the same award last year on a project that studied the pandemic resiliency of the US military health system. Dr. Deborah Wingler has been appointed as Executive Director of CADRE. She has led or advised numerous projects at the non-profit.  

Dr. Deborah Wingler is stepping up as Executive Director. Listen to her discussion with Dr. Upali Nanda, in our inaugural CADRE Conversation.

Welcome to our first CADRE Conversation, where we delve into our organization’s exciting leadership transition where Dr. Deborah Wingler will be taking the reins as Executive Director. In conversation with Dr. Upali Nanda, who served as Executive Director for the past decade, Dr. Deborah Wingler discusses CADRE’s transformative journey, bridging academia, industry, and practice to redefine the design industry. Listen in to this conversation about CADRE’s legacy and Dr. Wingler’s vision for the future.

Listen to the audio above or follow along to an edited transcript of the conversation between Dr. Deborah Wingler and Dr. Upali Nanda.

Dr. Upali Nanda

Hi, everyone. My name is Upali Nanda. I am the Global Sector Director for Innovation at HKS, and I've had the proud privilege of being Executive Director of CADRE since 2013—up until last year. I'm so excited to have this conversation with our new Executive Director—but not at all new to CADRE—Dr. Deborah Wingler. Deborah, please tell us a little about yourself and what you're excited about coming into this role.

 Dr. Deborah Wingler

Thank you, Upali. It’s wonderful to be here. I am the Global Practice Director for Applied Research at HKS. I've had quite a long background in healthcare innovation for over two decades, starting with patient and family advocacy,  and thinking about how to design spaces and elevate the human spirit so that true healing can take place. That all kind of catapulted me into a a whole new direction in life where I've had the opportunity to be at the forefront of some of the most meaningful changes in terms of thinking about how we could reimagine healthcare. I started my research in the nonprofit world, thinking about how we might change the safety net for this country, so transitioning into this work has been amazing. We’ve worked with forward-thinking manufacturers and industry partners to help them reimagine their product lines—and even how they think about well-being and what their products mean. With the opportunity to work at HKS, I've had the privilege to bring health and well-being at multiple scales into different projects, across the globe.

Dr. Upali Nanda

That's amazing.

Dr. Deborah Wingler

I think one of the things that I'm most excited about stepping into the Executive Directorship at CADRE is the opportunity to make a meaningful impact. I think CADRE is incredibly unique in the way it's positioned. We’re able to convene the brightest minds and some of the greatest individuals who are thinking very deeply and meaningfully about very big topics. And that for me gets exciting because I think we have an opportunity to create a bridge between academia and practice and industry—where all voices can be heard and can contribute to solving meaningful problems from around the world every day. I think CADRE is uniquely positioned to speak to that, moving important conversations forward across our industry about how design can impact the world around us in many, many different ways.

Dr. Upali Nanda

Awesome. And what are you most looking forward to, Deborah?

Dr. Deborah Wingler

I'm most looking forward to continuing the amazing legacy of CADRE, while being able to grow and work alongside thoughtful individuals. Our projects span Nurse Burnout, which is a global project, all the way to brain health, which impacts us all. There are just so many broad and different projects that CADRE has already done. What I'm most excited about is leveraging the platform to bring multiple voices together, while engaging those individuals who are out there already doing the amazing work.

Dr. Upali Nanda

So well said, Deborah. Tom Harvey started this all in 2006 with Dr. Debajyoti Pati, and we look back at this now after more than a decade has passed and see the amount of work that has happened and the number of institutions and companies and academic institutions we have worked alongside. The number of students that we've had a chance to support through the coalition model, the kind of topics we've been able to take from healthcare through education to housing, all with a very clear mission and vision to improve health and well-being for all. Through design, we are at an incredible inflection point with a very robust board with Ana Pinto-Alexander as the President and with you as the Executive Director. We’re opening a new chapter. In the legacy that Tom and Dr. Pati established, and I've had the privilege of taking forward. I'm so excited to hear your vision and excited about where we're going next. I would like to wish you the very, very best of luck. For where you take us and continued partnership from everything that we've done in the past, it is going to be a whole lot of fun in a very new, incredible way.

Dr. Deborah Wingler

Well said. I'm looking forward to being able to continue this work together. And I'd love to hear from your perspective. What are some of the things that you are most proud of over your tenure over the last 10 years? What are some things you feel have been amazing to be a part of?

Dr. Upali Nanda

I could talk about the projects, but I'm proudest of the people we've touched. We've been very, very lucky. You’re no stranger to CADRE, Deborah, too. You and I have worked on many CADRE projects together. Everyone on the HKS Research team who has volunteered time. Through it, all of the students and CADRE scholars that we have had the opportunity to work with. We’ve pushed a lot of new thinking out into the world. From something like Clinic 20XX, which was based on Market Research, to the work with UC San Diego Torrey Pines, which was more about measuring outcomes of the built environment to what we're doing right now—the work you’re leading with Nurse Burnout, which is a completely novel methodology. So over time, the scale, the complexity, the thinking, and the methods have improved. But the proudest achievement is the kind of community that we have built both through the founding partners at HKS and our teams, but also the different organizations we've had a chance to work with. UTA, UC San Diego, and MillerKnoll. I think that is probably the thing that I'm the proudest of. When Tom had started this with Dr. Pati years ago, he envisioned a think tank that would be a trusted place for the entire design and allied communities. I think we're only unpacking the potential of it all, and we are so well poised to unpack that potential with the new leadership.

Dr. Deborah Wingler

It’s so exciting to think about what's ahead! I agree with you, I think the ability to support scholars through CADRE is one of the things that makes us unique and special in terms of building that bridge between academia and practice and giving everyone a place to grow and flourish. With each scholar we've had, we've had the ability for them to grow and we’ve watched their careers unfold—and we’ve watched how just one project helps each person move forward. That's so exciting to see when you can see a project’s impact on an individual's career trajectory.

Dr. Upali Nanda

Couldn't agree more. Deborah, is that part of what you're most excited about as well?

Dr. Deborah Wingler

It’s the bridge between academia and practice, right? We talk about it a lot. Over the years it's been difficult to navigate the right balance. But I think CADRE has done an excellent job of showing the power of uniting the two—from scholars to partners and thinking through these very large ideas. There's such a power that comes from this synergy. Having a place where these two worlds can convene—on neutral territory, so to speak—right where everyone gets to operate to their fullest potential. So that’s exactly it for me. Such an incredible opportunity that CADRE has to offer.

Dr. Upali Nanda

That is very well said. I honestly couldn't be more excited. Deborah. I couldn't be more excited about this era that you and Ana are going to take forward. I think the legacy with Tom Harvey then Dr. Pati and then me having a chance to work with the non-profit. With you coming on board, it feels like an evolution.

Dr. Deborah Wingler

I 100% agree. We have an amazing board with a variety of expertise that will help CADRE grow over the next few years. We have expertise in marketing and grants, in addition to academic researchers who have put forward great work. This will not only challenge but truly catapult CADRE forward. This will make a huge difference in what we're able to achieve. And I think also who were able to touch right, they each bring with them this vast network of individuals, all of which really can begin to contribute be part of CADRE. We’re grateful for our board and we’re grateful for their engagement and commitment to CADRE.

Dr. Upali Nanda

Well said. I share your excitement, and to your point, having Maggie Calkins, Sarah Marberry, Jenny Roe, Jason Schroer—you're getting an industry perspective, you're getting a communications perspective and an academic perspective and a non-profit perspective. This is such a well-rounded group of people guiding the organization. We’re at an inflection point of a really strong few years to follow, and I really want to thank you, Deborah, for taking this mantle on and leading us into this new chapter.

Dr. Deborah Wingler

Thank you, Upali. And I do recognize that I have very, very big shoes to fill, and I am so grateful for the legacy that Tom, Dr. Pati, and you have left—because without that we would not be here today.

Dr. Upali Nanda

And before me and before both of us. So, we will continue together to till the soil for even more amazing individuals to come. Thank you so, so much.