Executive summary and introduction.doc - Pockets - Distributed ...
Executive summary and introduction.doc - Pockets - Distributed ...
Executive summary and introduction.doc - Pockets - Distributed ...
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
Project Deliverable<br />
Programme name<br />
IST-003-1A<br />
Sector 1.2.2.-2<br />
Project acronym<br />
SANE<br />
Contract number<br />
IST-2000-25257<br />
Project title<br />
Sustainable Accommodation for the New Economy<br />
Deliverable number<br />
Deliverable title<br />
Deliverable version number Version 1.1<br />
Work package WP 1<br />
Work package contributing to deliverable WP 1<br />
Nature of the deliverable<br />
Report<br />
Dissemination level<br />
Date of delivery 15.11.02<br />
D3<br />
Final Space Environment Model<br />
Public & Commission PO<br />
Author(s)<br />
Contributors<br />
Assigned peer reviewer(s)<br />
QAB reviewers<br />
Keywords<br />
Andrew Harrison (DEGW)<br />
Tim Allen (DEGW), Nicola Gillen (DEGW), Jacqui Surtees (DEGW),<br />
Felicity Swaffer (DEGW), Paul Wheeler (DEGW), Carolyn Whitehead<br />
(DEGW), Udo-Ernst Haner (IAT), Mary Jo Crisp (RHUL), Jutta Strickner<br />
(IAT), Helen Crosby (Arup), Jacqui Webber (Arup), Michael Willadt<br />
(FAW), Holger Mettler (FAW), Connel Bottom (Bernard Williams<br />
Associates), Les Hutton (editor)<br />
John Bakke (Telenor), Udo-Ernst Haner (IAT)<br />
Holger Mettler (FAW), Tom Fern<strong>and</strong>o (Arup)<br />
Space Environment Model, Workplace Design, Intelligent City,<br />
Sustainability, New Economy
SANE space environment model<br />
November 2002<br />
D3<br />
SANE IST 2000-25257
Contents<br />
Acknowledgements 1<br />
<strong>Executive</strong> <strong>summary</strong> 3<br />
Introduction 29<br />
The changing workplace 35<br />
1 Sustainable workplaces in the new economy 37<br />
Sustainability 37<br />
New ways of working 51<br />
The new economy 55<br />
Towards a space environment model 111<br />
4 The distributed workplace 113<br />
The intelligent city 113<br />
A distributed workplace model 118<br />
Initial space environment model 119<br />
5 SANE user research 125<br />
The business context 125<br />
Workplace strategies 126<br />
User reactions 131<br />
6 The space environment model 135<br />
Knowledge work activities – the layers of what we do 136<br />
Where we work in a technology-enabled world – the<br />
workscape 143<br />
Selecting appropriate workscapes 151<br />
2 The evolution of the office 65<br />
Basic office typologies 65<br />
The emergence of the differentiated workplace 71<br />
Extending the workplace 79<br />
3 Workplace evaluation 91<br />
Historical approaches 91<br />
Limitations of existing approaches 100<br />
Sustainability-grounded measures 106
A SANE strategy 167<br />
7 Creating a distributed workplace strategy 169<br />
Generic methodology 169<br />
Information <strong>and</strong> telecommunications<br />
methodology 180<br />
Human interaction methodology 188<br />
8 Implementing hybrid workscapes <strong>and</strong> distributed workplace<br />
strategies 195<br />
Organisational culture 196<br />
Knowledge work <strong>and</strong> corporate culture 204<br />
Workplace change management 207<br />
9 Costing workplace strategies – an evaluative framework 219<br />
Constructing the business case 219<br />
Preparation of space <strong>and</strong> cost models 222<br />
Prototype model results 234<br />
Sustainable work environments 239<br />
10 Design <strong>and</strong> the distributed workplace 241<br />
Requirements of the knowledge economy 242<br />
Quantitative building measures 247<br />
Building innovation 249<br />
11 The shared workplace 259<br />
The neighbourhood or project work centre 260<br />
The corporate centre 274<br />
Evaluating shared workplaces 281<br />
12 Sustainability metrics in the new workplace 289<br />
Measures of sustainability 289<br />
Applying measures of sustainability to the<br />
workplace 297<br />
Sustainability <strong>and</strong> the workplace strategy 301<br />
Appendices<br />
One: Glossary 311<br />
Two: Case studies 319<br />
Three: CSR framework 331<br />
Four: Sustainability indicators, systems <strong>and</strong> st<strong>and</strong>ards 337<br />
References 349
ACKNOWLEDGEMENTS<br />
Acknowledgements<br />
The SANE research consortium consists of:<br />
DEGW (lead consultant)<br />
Institut Cerda<br />
FAW<br />
IAT University of Stuttgart<br />
Ove Arup & Partners International<br />
Royal Holloway, University of London<br />
Telenor AS<br />
SANE is a research project in the European Commission’s Fifth<br />
Framework research programme. Within the Information Society <strong>and</strong><br />
Technologies section, SANE responds to Key Action II (New Methods of<br />
Work <strong>and</strong> Electronic Commerce). It addresses II.2 (Flexible Mobile <strong>and</strong><br />
Remote Working Methods <strong>and</strong> Tools) as a whole, with the primary results<br />
in II.2.1 (Sustainable Workplace Design).<br />
We would like to acknowledge the diverse contributions of all the SANE<br />
partners to the production of this deliverable. The earlier internal<br />
deliverables, the outputs from the other work packages, the consortium<br />
meetings <strong>and</strong> internal project communications throughout the project have<br />
all contributed greatly to the development of the concepts outlined in this<br />
<strong>doc</strong>ument.<br />
The objective of SANE is to enable space designers, technology<br />
developers <strong>and</strong> other professionals concerned with the workplace to move<br />
from a location centric to a location independent approach. SANE will<br />
focus on the use of new internet <strong>and</strong> mobile technology services for<br />
supporting networked communities to ensure compatible interaction styles<br />
for local, mobile <strong>and</strong> remote work area <strong>and</strong> group members.<br />
SANE IST-2000-25257 1
EXECUTIVE SUMMARY<br />
<strong>Executive</strong> <strong>summary</strong><br />
SANE is a research project in the European Commission’s Fifth<br />
Framework research programme. Within the Information Society <strong>and</strong><br />
Technologies section, SANE responds to Key Action II (New<br />
Methods of Work <strong>and</strong> Electronic Commerce). It addresses II.2<br />
(Flexible Mobile <strong>and</strong> Remote Working Methods <strong>and</strong> Tools) as a<br />
whole, with the primary results in II.2.1 (Sustainable Workplace<br />
Design).<br />
The space environment modelling work package (WP1) focuses<br />
on the architectural aspects of the human environment in<br />
organisational settings. In this deliverable, D3: the final SANE<br />
space environment model, the concepts developed within the three<br />
theoretical workpackages of the SANE project are fused into a<br />
conceptual model for generic methodology for describing the<br />
implementation of a distributed workplace project.<br />
By tightly aligning business strategy <strong>and</strong> processes with new work<br />
place design concepts <strong>and</strong> hybrid information spaces, organisations<br />
can deliver business advantage through improved workplace<br />
performance, increased productivity, new distributed services <strong>and</strong><br />
increased information exchange. SANE defines, develops,<br />
implements <strong>and</strong> manages a productive consulting strategy that<br />
integrates a business strategy with the processes, knowledge <strong>and</strong><br />
information about work place <strong>and</strong> technological implementation into a<br />
dynamic, efficient enterprise.<br />
THE CHANGING WORKPLACE<br />
During the last quarter of the twentieth century, awareness of the<br />
principles of sustainability has become a global phenomenon. The<br />
field of the built environment offers huge potential for abuse of the<br />
key principles involved in sustainability <strong>and</strong> this, coupled with an<br />
accelerated rate of change in the ways in which we work, imposes an<br />
urgent imperative for a clear <strong>and</strong> well-informed course of action.<br />
SUSTAINABILITY<br />
The broadest definitions of this relatively new term all agree on one<br />
key point: that however we use our world <strong>and</strong> its resources, we<br />
should preserve the ability of future generations to do the same. This<br />
concept, although long a principle of various native American <strong>and</strong><br />
other pre-industrial societies, first found broad expression in the<br />
words of Thomas Jefferson:<br />
‘Then I say the earth belongs to each … generation during its course, fully<br />
<strong>and</strong> in its own right, no generation can contract debts greater than may be<br />
paid during the course of its own existence’. 1<br />
This principle was picked up in the definition set out in the 1987<br />
Brundtl<strong>and</strong> Commission 2 Report – ‘Our Common Future’, where<br />
Sustainability is defined in terms of development 3 as follows:<br />
1 September 6, 1789; quoted on the website of the Centre of Excellence for<br />
Sustainable Development – (http://www.sustainable.doe.gov/overview/definitions)<br />
SANE IST 2000-25257 3
EXECUTIVE SUMMARY<br />
‘Sustainable development meets the needs of the present without<br />
compromising the ability of future generations to meet their own needs.’<br />
on the economy <strong>and</strong> economic development as central to achieving<br />
sustainability, seeking to overturn the conventional wisdom that<br />
economic development can only take place at the expense of the<br />
environment:<br />
The Brundtl<strong>and</strong> Report emphasises the need for economic<br />
development to take place in a manner that meets the basic needs of<br />
the world's poor, <strong>and</strong> approaches economics with a view to the<br />
impact of human activity on the surrounding environment.<br />
This definition established the benchmark on which all subsequent<br />
definitions have been based. Since then definitions have embodied a<br />
wide variety of foci, including: maintaining intergenerational welfare;<br />
maintaining the existence of the human species; sustaining the<br />
productivity of economic systems; maintaining biodiversity; <strong>and</strong><br />
maintaining evolutionary potential. 4 Most have retained the emphasis<br />
2 The World Commission on Environment <strong>and</strong> Development was created as a<br />
consequence of General Assembly resolution 38/161 adopted at the 38th Session<br />
of the United Nations in autumn 1983. That resolution called upon the Secretary-<br />
General to appoint the Chairman <strong>and</strong> Vice-Chairman of the Commission <strong>and</strong> in<br />
turn directed them to jointly appoint the remaining members, at least half of whom<br />
were to be selected from the developing world. The Secretary General appointed<br />
Mrs. Gro Harlem Brundtl<strong>and</strong> of Norway, then leader of the Norwegian Labour<br />
Party, as Chairman <strong>and</strong> Dr. Mansour Khalid, the former Minister of Foreign Affairs<br />
from Sudan, as Vice-Chairman.<br />
‘Sustainability is the [emerging] <strong>doc</strong>trine that economic growth <strong>and</strong><br />
development must take place, <strong>and</strong> be maintained over time, within the limits<br />
set by ecology in the broadest sense - by the interrelations of human beings<br />
<strong>and</strong> their works, the biosphere <strong>and</strong> the physical <strong>and</strong> chemical laws that<br />
govern it … It follows that environmental protection <strong>and</strong> economic<br />
development are complementary rather than antagonistic processes.’ 5<br />
Definitions have also sought to emphasise the need for a holistic<br />
approach to the concept exp<strong>and</strong>ing the application of sustainability<br />
beyond the realms of the economic to describe it in terms of natural<br />
earth processes:<br />
‘Sustainable development means improving the quality of life while living<br />
within the carrying capacity of supporting systems’ 6 ;<br />
‘Sustainability refers to the ability of a society, ecosystem, or any such<br />
ongoing system to continue functioning into the indefinite future without<br />
being forced into decline through exhaustion … of key resources’. 7<br />
3 N.B. In the literature ‘Sustainability’ <strong>and</strong> ‘Sustainable Development’ are often used<br />
interchangeably – sustainability implies a process, which can be referred to as<br />
development.<br />
4 Melinda Kane, ‘Sustainability Concepts: From Theory to Practice’, in Köhn etc<br />
5 William D. Ruckelshaus, ‘Toward a Sustainable World’, Scientific American,<br />
September 1989.<br />
6 World Wide Fund for Nature, from the DETR website:<br />
http://www.detr.gov.uk/regeneration/sustainable/guide/2.htm<br />
4 SANE IST-2000-25257
EXECUTIVE SUMMARY<br />
In particular the definition has been exp<strong>and</strong>ed to encompass three<br />
key aspects involving the physical environment, social organisation<br />
<strong>and</strong> economic processes:<br />
‘'sustainable development' is development that delivers basic environmental,<br />
social, <strong>and</strong> economic services to all residents of a community without<br />
threatening the viability of the natural, built, <strong>and</strong> social systems upon which<br />
the delivery of these services depends’. 8<br />
NEW WAYS OF WORKING<br />
Current best practice in office design has begun to embrace a variety<br />
of architectural <strong>and</strong> construction solutions to the problem of creating<br />
more energy efficient <strong>and</strong> environmentally comfortable office<br />
buildings. However, there is little attempt to question the prevailing<br />
workplace accommodation paradigm. In this paradigm – a<br />
descendant of the planning principles formulated under the Congrés<br />
International d’Architecture Moderne (CIAM) <strong>and</strong> espoused by<br />
planners <strong>and</strong> architects ever since – office workers are employed in<br />
dedicated office buildings, often remote from other urban <strong>and</strong> social<br />
functions.<br />
Within this paradigm there have been significant advances in terms<br />
of creating individual buildings that are more ‘environmentally<br />
sustainable’, in the sense that they consume less energy <strong>and</strong><br />
produce less waste per measure of office space created. There are<br />
two main aspects to this: the first involves the construction process;<br />
the second involves the building itself.<br />
The construction process has been the focus of attempts to reduce<br />
the amount of material <strong>and</strong> energy consumed in building erection,<br />
through, for example: increased pre-fabrication to reduce<br />
construction time <strong>and</strong> material waste; reduction in water<br />
consumption; reduction in transport distances <strong>and</strong> costs; use of selffinished<br />
materials; <strong>and</strong> recycling of construction waste. In short,<br />
those responsible for building delivery should be driven by what<br />
Taylor <strong>and</strong> Twinn have simply termed ‘good neighbourliness’. 9<br />
In terms of the building, key ideas that have contributed to its<br />
environmental sustainability include thermal mass; increased passive<br />
ventilation or simple mechanical ventilation; passive cooling;<br />
reduction of internal heat gains; solar control, glare control <strong>and</strong><br />
orientation; ease of operation; increased user interface; <strong>and</strong> the<br />
<strong>introduction</strong> of monitoring programmes.<br />
7 Robert Gilman, President of Context Institute, quoted on the website of the Centre of<br />
Excellence for Sustainable Development –<br />
(http://www.sustainable.doe.gov/overview/definitions)<br />
Environmental sustainability, as expressed in these aspects, focuses<br />
on the interdependence of structure, environmental services <strong>and</strong><br />
building fabric. It is taken to mean ecologically responsive, <strong>and</strong><br />
8 International Council for Local Environmental Initiatives from the DETR website:<br />
http://www.detr.gov.uk/regeneration/sustainable/guide/2 .htm<br />
9 Bill Taylor <strong>and</strong> Chris Twinn – ‘Sustainable Design as an Evolutionary Process’<br />
presentation at Cool Space.<br />
SANE IST 2000-25257 5
EXECUTIVE SUMMARY<br />
responsible, solutions to workplace design. This approach should<br />
result in higher quality workplaces, <strong>and</strong> therefore in increased<br />
productivity, if one accepts that environmentally benign buildings are<br />
usually better liked by their users. 10<br />
In this way, to some extent, the environmentally sustainable office<br />
building becomes part of the wider agenda embracing social <strong>and</strong><br />
economic sustainability, if measured in terms of user satisfaction <strong>and</strong><br />
productivity. However, social sustainability requires that the building<br />
works both for its users inside, <strong>and</strong> is responsible to others into<br />
whose broader community it fits – i.e. what does the building give<br />
back to the city<br />
both a challenge <strong>and</strong> an opportunity. According to a report published<br />
by Information Society Technologies 11 , the sustainable workplace<br />
will have positive net business benefits; positive net societal impacts<br />
(both internally in terms of human resources <strong>and</strong> externally on wider<br />
society); <strong>and</strong> low net environmental impact (especially through<br />
material <strong>and</strong> energy consumption).<br />
Rather than referring to the workplace, we should perhaps begin to<br />
talk about ‘work systems’ or ‘work environments’. Any realistic<br />
attempt to create sustainable office accommodation must take a<br />
broader view than the design of individual buildings. It should be<br />
asking some of the following questions:<br />
True sustainability, however, embodies far more than simply the<br />
building <strong>and</strong> its construction – it involves its incorporation into the<br />
wider environment: the integration with local transport systems; the<br />
opportunity for mixed use communities; the opportunity to walk to<br />
work; <strong>and</strong> the opportunity for developments to contribute to rather<br />
than detract from the local community. Increasingly technology will<br />
play a part in the creation of these environments, enabling lean<br />
construction <strong>and</strong> flexible use.<br />
What is in fact needed is a redefinition of the term ‘workplace’. It<br />
needs to be broadened from the narrow focus on the office building,<br />
to incorporate the various work environments embraced by the ‘new<br />
economy’ <strong>and</strong> ‘new ways of working’. This, of course, represents<br />
10 Rab Bennetts – ‘Evolution <strong>and</strong> Significant Linkages over Two Decades’;<br />
presentation at Cool Space.<br />
• What is a more sustainable way of work, of operating an<br />
economy<br />
• What is the nature of the sustainable working environment<br />
• How should we house office workers – in dedicated buildings or<br />
elsewhere<br />
• Where should these working environments be located<br />
• How should people move <strong>and</strong> communicate between working<br />
environments, <strong>and</strong> between these <strong>and</strong> other environments<br />
• What elements should be incorporated into the sustainable<br />
working environment, both to increase productivity <strong>and</strong> efficiency,<br />
<strong>and</strong> to reduce consumption<br />
What seems to be common to all definitions of sustainability is a<br />
concern that we preserve for future generations similar opportunities,<br />
11 Information Society Technologies – Sustainable Workplaces in a Global Information<br />
Society<br />
6 SANE IST-2000-25257
EXECUTIVE SUMMARY<br />
in terms of quality of life <strong>and</strong> the potential to exploit the world’s<br />
resources, to those we enjoy today. Most of the literature places the<br />
emphasis on economic development, crucially seeing this as<br />
complementary, rather than in opposition, to environmental<br />
preservation. But any approach to the sustainability agenda must be<br />
holistic, embracing all its various aspects. The usual divisions into<br />
environmental, economic <strong>and</strong> social sustainability falsely attempt to<br />
represent mutually indivisible areas of concern. Achieving<br />
sustainability should be seen as a dynamic process, rather than an<br />
end in itself. It should be seen as an attitude, rather than a definable<br />
set of goals. If human society <strong>and</strong> the earth are seen as a single<br />
system, then the single most important factor will be the capacity of<br />
this system to absorb change <strong>and</strong> to evolve. Diversity is a key factor<br />
in safeguarding this potential.<br />
There are several broad themes that emerge among the various<br />
strategies for tackling the sustainability agenda. Principle among<br />
these is the inefficiency of the existing market frameworks, <strong>and</strong> the<br />
need for an adjustment both of these <strong>and</strong> of the driving economic<br />
trend of consumption. Rather than valuing products, we should be<br />
valuing ideas <strong>and</strong> human capital. Technological progress is seen as<br />
offering positive benefits through economic growth <strong>and</strong><br />
dematerialisation of products <strong>and</strong> processes.<br />
This brings with it the so-called ‘rebound effect’, in which such<br />
progress tends to have benefit at the micro level, but at the macro<br />
scale to be negative. Technological progress will therefore only be of<br />
lasting benefit within appropriate social <strong>and</strong> economic frameworks,<br />
governing the directions it takes. New global societal structures are<br />
needed, creating a culture of, <strong>and</strong> framework for, mutual global<br />
responsibility. The city emerges as the key site for achieving this end,<br />
due to its position as the site of advanced social <strong>and</strong> economic<br />
interaction.<br />
In terms of the workplace, much useful work has been done towards<br />
the creation of more environmentally sustainable offices, but the<br />
principle requirement in achieving sustainability here will be a<br />
redefinition of the workplace, <strong>and</strong> a re-evaluation of its requirements<br />
<strong>and</strong> constituent parts.<br />
WORKPLACE EVALUATION<br />
Any method of evaluation will reflect current concerns <strong>and</strong> ways of<br />
thinking about ‘the workplace’ among organisations <strong>and</strong> in the wider<br />
society – <strong>and</strong> the ideas underlying past <strong>and</strong> current ways of<br />
evaluation may provide insights into the changing views of what<br />
constitutes a workplace <strong>and</strong> how it might fit into the broader social<br />
context. In the context of the SANE project, an assessment of<br />
evaluation techniques is invaluable because such techniques<br />
themselves can change the way society thinks about what is being<br />
measured. It is hoped that a discussion within the SANE project of<br />
the kinds of workplace measures that ought to be developed might<br />
contribute to advancing thought within the business <strong>and</strong><br />
organisational community about what workplaces are, could <strong>and</strong><br />
should be, <strong>and</strong> enable the countries of the European Union to be at<br />
the forefront in using ‘workplaces’ (in the broadest possible meaning)<br />
to promote economic, social <strong>and</strong> environmental well-being.<br />
SANE IST 2000-25257 7
EXECUTIVE SUMMARY<br />
The history of workplace evaluation is closely linked with the history<br />
of workplace design. Broadly speaking, offices prior to the 1960s <strong>and</strong><br />
1970s were based on ideas borrowed from industry, such as the<br />
model of the production line as first implemented in Ford’s car plants<br />
early in the twentieth century. This involved the ‘division of labour’:<br />
the breaking down of complex tasks into a number of simple subtasks.<br />
Work moves between individuals each repeating a single,<br />
specialised sub-task (rather than the alternative approach of one<br />
individual seeing an entire process through from start to finish,<br />
carrying out all the sub-tasks involved). Thus, the key features of the<br />
Fordist approach to workplace design are the division of labour <strong>and</strong><br />
an emphasis on the efficient flow of work.<br />
Ford’s approach owed much to the ‘scientific management’ ideas<br />
developed in the late nineteenth century by F.W. Taylor. Taylor’s<br />
basic assumption was that an empirical, scientific approach to the<br />
study of work would yield benefits in terms of productivity; he<br />
believed that by measuring how people carry out a task, ways of<br />
making the process faster or better would become evident, <strong>and</strong> that<br />
this focus on increasing the efficiency of the individual task would<br />
improve the overall, large-scale process.<br />
In keeping with the Taylorist approach, the workplace evaluation<br />
measures prevalent during the first six decades of the twentieth<br />
century adopted an overtly scientific approach, investigating one<br />
factor at a time using the classic experimental method 12 .<br />
12 Within the experimental method a single factor of interest is systematically varied<br />
by the experimenter, while all other conditions are held constant, <strong>and</strong> the effect on<br />
some output of interest is measured.<br />
During the 1970s <strong>and</strong> 1980s, the exp<strong>and</strong>ing economy <strong>and</strong> general<br />
business climate laid even greater emphasis on efficiency as the<br />
post-war boom ended. At the same time, the increasing focus on<br />
quantitative approaches in many social sciences led to renewed<br />
interest in workplace evaluation, <strong>and</strong> the development of the<br />
discipline of environmental psychology gave a fresh impetus to the<br />
idea of measuring the effects of the workplace. During these<br />
decades, an increasing number of studies were undertaken with the<br />
aim of investigating the efficiency of workplaces.<br />
A worldwide recession in the late 1980s had a profound effect on<br />
European business. Companies cut staff drastically (downsizing) <strong>and</strong><br />
this meant that they had surplus space available. This offered<br />
another opportunity for cost savings, as companies rid themselves of<br />
surplus buildings. This sometimes involved rationalisation of the use<br />
of their remaining buildings, <strong>and</strong> continuing concern with how<br />
efficiently they were using the space they retained.<br />
This recession was the high-water mark for the focus on ‘efficiency’<br />
in workplace measures. As companies came out of the recession<br />
‘leaner <strong>and</strong> meaner’, organisations began to realise that an emphasis<br />
on ‘efficiency’ in the workplace was not necessarily enough; indeed,<br />
it might be pushing the organisation in the opposite direction to that<br />
of better profits <strong>and</strong> more effective operations as a whole. The<br />
intense focus on efficiency <strong>and</strong> cost saving had been, for many<br />
organisations, counter-productive. There was an increasing<br />
recognition of the importance to the organisation of the knowledge<br />
about it which staff carried in their heads. Thus, the focus on<br />
efficiency had been masking the need to focus on some broader<br />
8 SANE IST-2000-25257
EXECUTIVE SUMMARY<br />
measure of the contribution of people’s work to the organisation as a<br />
whole. Duffy (1997) sums up this distinction succinctly: from<br />
concentrating on efficiency – ‘doing things right’, the focus switched<br />
to effectiveness – ‘doing the right thing’, adding value to the<br />
enterprise.<br />
What exactly do we mean by ‘effectiveness’ Duffy (1997) describes<br />
it as a focus on:<br />
• increasing value<br />
• using space to its full potential<br />
• having the right range of work settings to match the different<br />
types of work carried out<br />
• making the most of people.<br />
This focus on effectiveness reflects many changes in organisational<br />
style <strong>and</strong> priorities over the last decade or so. There has been a<br />
huge increase in the importance of horizontal interaction across<br />
organisational divisions, so that the value of interaction among staff<br />
members is now recognised much more clearly<br />
Also, as Duffy (1997) points out, occupancy costs are a relatively<br />
small proportion of the overall costs of employing someone. Focusing<br />
simply on occupancy costs is unlikely to yield significant cost savings<br />
<strong>and</strong> these may easily be outweighed by additional staff costs as key<br />
employees lose motivation or even leave the organisation. A focus<br />
on how ‘efficient’ the workspace is will not offer the best ‘leverage’ for<br />
an organisation – it is the wrong place on which to focus attention<br />
<strong>and</strong> to carry out cost-cutting exercises. It became clear that the focus<br />
should be on helping staff to work as effectively as possible.<br />
Given this change of focus towards looking at the productivity of the<br />
organisation as a whole in its widest sense, rather than space<br />
efficiency, a different set of factors become important, <strong>and</strong> thus, a<br />
different set of workplace evaluation tools are needed. However, it is<br />
much more difficult to measure the ‘effectiveness’ of an organisation<br />
than to measure the ‘efficiency’ of office space.<br />
Contemporary management thinking departs substantially from the<br />
rigours of prescribed tasks <strong>and</strong> hierarchically -driven work processes,<br />
relying instead on highly-motivated individuals who are enabled by<br />
technology to have a high degree of autonomy <strong>and</strong> use face-to-face<br />
interaction to increase the richness of their business transactions.<br />
The kind of workplace that truly supports this kind of business<br />
environment is very different from the more traditional approach to<br />
office design discussed earlier. The office thus becomes a place for<br />
stimulating intellect <strong>and</strong> creativity. The focus moves towards enabling<br />
the knowledge worker to perform at their best.<br />
The history of workplace evaluation can then be summarised as<br />
moving from a focus on efficiency to a focus on effectiveness. This<br />
shift has taken place at the same time as a number of other changes<br />
in office work, with the general aim of giving more autonomy to<br />
knowledge workers <strong>and</strong> to increase the interaction between them. A<br />
report published by the UK-based Industrial Society 13 identifies these<br />
13 Nathan & Doyle 2002<br />
SANE IST 2000-25257 9
EXECUTIVE SUMMARY<br />
changes more specifically, <strong>and</strong> their effect on the design <strong>and</strong> layout<br />
of offices:<br />
• The rise in prevalence of ‘nomadic workers’ (who have multiple<br />
workspaces, including some outside the office).<br />
• Increasing flexibility of people’s workstyles when working within<br />
the office (people move from setting to setting as appropriate,<br />
often having no fixed workspace that ‘belongs’ to them; furniture<br />
is mobile <strong>and</strong> spaces are reconfigured for group <strong>and</strong> individual<br />
working; working hours are varied).<br />
• The office is being reconfigured as a forum for ideas exchange,<br />
community space, team space, <strong>and</strong> a drop-in place for mobile<br />
workers – as well as a catalyst for wider cultural <strong>and</strong><br />
organisational change.<br />
If the focus on efficiency was too narrow, concentrating attention on<br />
short-term savings in space costs rather than the long-term benefits<br />
of a more effective organisation, is the more recent focus on<br />
effectiveness the final answer to the question of where organisations<br />
should focus their attention regarding the space they provide for their<br />
office staff Is the focus on effectiveness itself limiting in any way,<br />
<strong>and</strong> are there any other factors that we should be considering when<br />
looking at sustainable accommodation for organisations in the new<br />
economy<br />
The limitations of the effectiveness approach can best be borne out<br />
by a consideration of three factors:<br />
• the tools currently used to evaluate effectiveness<br />
• the success or otherwise of workspaces designed around the<br />
concept of effectiveness, generally termed ‘new ways of working’<br />
• the current environmental, social, cultural <strong>and</strong> economic climate<br />
within which organisations operate.<br />
There is no clear, categorical break between the idea that<br />
workplaces should be considered in terms of effectiveness (‘doing<br />
the right things’) <strong>and</strong> the ideas of workplace sustainability. The latter<br />
is merely going further, making more explicit, <strong>and</strong> thinking longerterm<br />
into the future about the goals that were implicit in the concept<br />
of the ‘effective workplace’. To be effective in the longer term,<br />
workplaces must contribute to the health <strong>and</strong> well-being not only of<br />
the organisation but of its staff, its business colleagues (clients,<br />
suppliers <strong>and</strong> business partners) <strong>and</strong> the wider economic <strong>and</strong> social<br />
environment.<br />
Two currently-accepted though relatively new approaches to<br />
measurement, Corporate Social Responsibility <strong>and</strong> Triple Bottom<br />
Line Accounting, begin to address issues of sustainability. Corporate<br />
Social Responsibility (CSR) represents those activities that are<br />
focused on creating <strong>and</strong> sustaining social, human <strong>and</strong> environmental<br />
capital within the context of an organisation’s economic activities.<br />
CSR reflects the increasing requirement by society that companies<br />
actively engage with employees <strong>and</strong> the communities in which they<br />
operate by going beyond regulatory compliance. Triple Bottom Line<br />
Accounting (TBLA) is the practice of accounting for those impacts on<br />
the social <strong>and</strong> natural environment that are incurred as a result of<br />
economic activities undertaken by a company. By measuring <strong>and</strong><br />
reporting on activities that are undertaken, a company formalises<br />
10 SANE IST-2000-25257
EXECUTIVE SUMMARY<br />
their commitment to instituting action plans that support stated<br />
policies, <strong>and</strong> are able to convey this commitment to stakeholders in a<br />
verifiable manner.<br />
In order to adopt this more holistic perspective – the perspective of<br />
an organism/organisation in an ecological niche within a wider<br />
environment, where the organism <strong>and</strong> environment are mutually<br />
sustaining – we must develop a space environment model applicable<br />
to an increasingly complex <strong>and</strong> disaggregated workscape.<br />
TOWARDS A SPACE ENVIRONMENT MODEL<br />
The 1990s has seen a revolution in the way that space <strong>and</strong> time are<br />
used in leading organisations. New ways of working have allowed<br />
many organisations to integrate the physical work environment into<br />
the business process, to increase density of occupation within office<br />
buildings while at the same time creating effective work environments<br />
that encourage interaction <strong>and</strong> communications.<br />
The next decade will see even greater challenges: both at the level of<br />
the individual trying to use the scarce resource of time more<br />
effectively <strong>and</strong> at the level of the organisation trying to manage a<br />
dispersed workforce while creating the spirit <strong>and</strong> teamwork<br />
necessary for organisations to continue to generate new ideas <strong>and</strong><br />
thrive. Increasingly organisations will move outside of the physical<br />
container of their own buildings into larger organisational networks<br />
across cities, countries, the region or the world.<br />
Once again information technology has played an essential role in<br />
the transformation, allowing forward thinking organisations to<br />
integrate a wider range of urban work settings into their corporate<br />
workspace. The need for building or space ownership becomes less<br />
significant as space is purchased on dem<strong>and</strong>, on an hourly, daily, or<br />
monthly basis or as non owned spaces such as hotels, airport<br />
lounges <strong>and</strong> clubs become a st<strong>and</strong>ard part of the working week. The<br />
city is the office.<br />
With distributed workforces only accessing buildings periodically the<br />
role of buildings is shifting dramatically. Work can take place<br />
anywhere so why should someone come to the office The office is<br />
seen as an opportunity to express the culture <strong>and</strong> reinforce the<br />
values <strong>and</strong> beliefs of an organisation. The physical work environment<br />
<strong>and</strong> the opportunities it provides for interaction <strong>and</strong> collaboration aid<br />
knowledge transfer <strong>and</strong> communication <strong>and</strong> will form the<br />
infrastructure for learning organisations.<br />
In 2000, DEGW developed a distributed workplace model - the basis<br />
for much of the SANE research <strong>and</strong> the predecessor of the eventual<br />
SANE space environment model. This model attempted to<br />
incorporate the increasing congruence between physical <strong>and</strong> virtual<br />
work environments, acknowledging the impact that information <strong>and</strong><br />
communications technologies have had on the work process of most<br />
individuals <strong>and</strong> organisations.<br />
SANE IST 2000-25257 11
EXECUTIVE SUMMARY<br />
THE DISTRIBUTED WORKPLACE<br />
The distributed workplace model developed by DEGW assumes<br />
radical changes in both the supply <strong>and</strong> dem<strong>and</strong> sides of the building<br />
procurement model. On the supply side of the equation developers<br />
will increasingly realise that increased profits will result from thinking<br />
of buildings more in terms of the opportunity to deliver high value<br />
added services on a global basis to a customer base rather than as a<br />
simple passive investment vehicle.<br />
From the users’ perspective there is increasing interest in the<br />
provision of global solutions that provide flexibility <strong>and</strong> break down<br />
the old barriers between real estate provisions, building operation<br />
<strong>and</strong> the provision of business services.<br />
The role that buildings are playing in many organisations is also<br />
changing. Historically buildings have often provided a way of<br />
demonstrating organisational wealth, power <strong>and</strong> stability. The solid<br />
19 th century bank <strong>and</strong> insurance headquarters buildings in the UK<br />
<strong>and</strong> the 20 th century drive for taller <strong>and</strong> taller office buildings, often in<br />
the absence of a sound financial or real estate case for them, are<br />
both demonstrations of this.<br />
With distributed workforces only accessing buildings periodically the<br />
role of buildings is shifting dramatically. Work can take place<br />
anywhere so why should some-one come to the office The office is<br />
seen as an opportunity to express the culture <strong>and</strong> reinforce the<br />
values <strong>and</strong> beliefs of an organisation.<br />
The distributed workplace model also incorporates the increasing<br />
congruence between physical <strong>and</strong> virtual work environments,<br />
acknowledging the impact that information <strong>and</strong> communications<br />
technologies have had on the work process of most individuals <strong>and</strong><br />
organisations. The model also examines the continuum between<br />
public <strong>and</strong> private space <strong>and</strong> produce novel solutions to their<br />
integration into work places. The workplace is divided into three<br />
conceptual categories according to the degree of privacy <strong>and</strong><br />
accessibility they offer. The three categories of place used in the<br />
model are “public”, “privileged” <strong>and</strong> “private”.<br />
Each of these ‘places’ is composed of a number of different types of<br />
work settings, the relative proportion of each forming the character of<br />
the space. Public space is predominately suited for informal<br />
interaction <strong>and</strong> touchdown working for relatively short periods of time.<br />
Privileged space supports collaborative project team <strong>and</strong> meeting<br />
spaces as well as providing space for concentrated individual work.<br />
Private space also contains both individual <strong>and</strong> collaborative work<br />
settings but with a greater emphasis on privacy <strong>and</strong> confidentiality,<br />
with defined space boundaries <strong>and</strong> security.<br />
12 SANE IST-2000-25257
EXECUTIVE SUMMARY<br />
Knowledge systems<br />
e.g. VPN,<br />
corporate intranet<br />
Extranet sites<br />
Knowledge communities<br />
e.g. collaborative virtual<br />
environments, project<br />
extranets, video conference<br />
Internet sites<br />
e.g. information<br />
sources,<br />
chat rooms,<br />
©DEGW 2001<br />
Virtual<br />
Physical<br />
Private<br />
• Protected access<br />
• Individual or collaborative workspace<br />
Privileged<br />
• Invited access<br />
• Collaborative project <strong>and</strong> meeting space<br />
Public<br />
•Open access<br />
•Informal interaction <strong>and</strong> workspace<br />
e.g. serviced offices,<br />
incubator space,<br />
home working<br />
e.g. clubs,<br />
airport<br />
lounges,<br />
e.g. cafes,<br />
hotel lobbies,<br />
airport terminals<br />
Filters or<br />
boundaries<br />
Filters or<br />
boundaries<br />
is restricted to members of the organisation <strong>and</strong> the value of the<br />
organisation is related to the contents of this virtual space – the<br />
customer databases, the descriptions of processes <strong>and</strong> project<br />
histories.<br />
When designing accommodation strategies organisations will<br />
increasingly need to consider how the virtual work environments will<br />
be able to support distributed physical environments <strong>and</strong> how the<br />
virtual environments can contribute to the development of<br />
organisational culture <strong>and</strong> a sense of community when the staff<br />
spend little or no time in ‘owned’ facilities.<br />
FIGURE I. SPACE ENVIRONMENT MODEL - HYBRID WORKSCAPES<br />
Each of the physical work environments has a parallel virtual<br />
environment that shares some of the same characteristics. The<br />
virtual equivalent of the public workplace is the internet where<br />
access is open to all <strong>and</strong> behaviour is relatively ‘unmanaged’. The<br />
equivalents of the privileged workplace are extranets where<br />
communities of interest use the internet to communicate <strong>and</strong> as an<br />
information resource membership.<br />
There are restrictions to entry into a knowledge community (such as<br />
registration or membership by invitation only) <strong>and</strong> membership has<br />
obligations <strong>and</strong> responsibilities attached, perhaps in terms of<br />
contributing material or communicating with other members. The<br />
virtual equivalents of the private workplace are intranets, the private<br />
knowledge systems belonging to an individual organisation that<br />
contain the organisation’s intellectual property. Access to the Intranet<br />
An organisation could choose to locate the Public, Privileged <strong>and</strong><br />
Private workplaces within a single building <strong>and</strong> location. In many<br />
ways the rich mix of work settings provided in New Ways of Working<br />
implementations could be said to already do this. In the diagram<br />
below this type of combined work environment is referred to as<br />
‘‘Office is the City’. All workspace is owned by the organisation <strong>and</strong><br />
is occupied solely by then. Zoning within the building is often used to<br />
reinforce culture <strong>and</strong> community <strong>and</strong> urban metaphors such as<br />
‘neighbourhood’, ‘village’ <strong>and</strong> ‘street’ may be used to describe these<br />
zones.<br />
SANE IST 2000-25257 13
EXECUTIVE SUMMARY<br />
Owned space<br />
Shared space<br />
©DEGW 2001<br />
‘Office is the city’<br />
Single location,<br />
owned space<br />
Private<br />
Privileged<br />
Public<br />
Dispersed<br />
organization<br />
Multiple locations,<br />
owned space<br />
Private<br />
Privileged<br />
Public<br />
Figurehead<br />
organization<br />
Multiple locations,<br />
owned & shared spaces<br />
Private<br />
Multiple locations<br />
‘Owned’ spaces ‘Owned’ <strong>and</strong> public<br />
spaces<br />
Owned spaces for all Owned spaces<br />
activities<br />
Public<br />
for core activities<br />
Use of city locationsUse of city spaces<br />
to reinforce culture <strong>and</strong> <strong>and</strong> facilities for<br />
community<br />
Privileged<br />
‘City is the office’<br />
Multiple locations,<br />
shared spaces<br />
•<br />
Private<br />
•<br />
Privileged<br />
Public<br />
Increased use of distributed,shared workplaces<br />
Move from fixed to variable costs<br />
FIGURE 2. PROPERTY STRATEGIES FOR DISPERSED ORGANISATIONS<br />
As the level of remote working increases in an organisation it may<br />
not be desirable to house all types of workplace in the same location.<br />
Distributing workplaces around the city may allow staff to reduce the<br />
amount of commuting they need to do <strong>and</strong> allow the organisation to<br />
start using the attributes of the city to reinforce organisational culture<br />
<strong>and</strong> community. For example an organisation that wants to be<br />
thought of as innovative <strong>and</strong> trendy could choose to locate drop-in<br />
work centres in downtown retail/ leisure area such as Soho in<br />
London or Chelsea in New York while the bulk of their workplace<br />
could be in more traditional business locations. In the diagram above<br />
this property strategy is described as ‘dispersed.’<br />
Organisations are increasingly incorporating semi-public spaces such<br />
as hotels, serviced office centres, airport lounges <strong>and</strong> cafes into their<br />
work environments. It is possible that this trend will continue to the<br />
point where the only spaces actually owned by the organisation are<br />
the Private Workplaces including such things as Headquarters<br />
Buildings, Training <strong>and</strong> IT Centres. All other space could be provided<br />
by outside organisations on a flexible, ‘as used’ basis as well as<br />
many of the business support services. This type of real-estate<br />
strategy is described as ‘figurehead’ in the property strategy<br />
diagram above.<br />
If this move away from owned organisational space is taken to its<br />
extreme it is possible to envisage a completely virtual organisation<br />
where virtual work environments are used to house the<br />
organisation’s knowledge <strong>and</strong> information resources <strong>and</strong> all physical<br />
work takes place in either individually owned space (for example,<br />
staff working at home) or in shared work environments booked on an<br />
‘as-needed’ basis. In the diagram above this is described as ‘City is<br />
the Office.’ If this strategy is adopted by an organisation issues<br />
relatively to training <strong>and</strong> knowledge transfer, use of ICT to support<br />
the work process, management of distributed work teams <strong>and</strong><br />
informal interaction <strong>and</strong> team building will need to be carefully<br />
thought through.<br />
14 SANE IST-2000-25257
EXECUTIVE SUMMARY<br />
The <strong>introduction</strong> of a distributed workplace model potentially has both<br />
efficiency <strong>and</strong> effectiveness benefits that can work at the level of the<br />
individual, the organisation <strong>and</strong> the City. The distributed workplace<br />
model suggests that workspace in the future will be broken down into<br />
smaller units distributed across the city, including both suburban<br />
(close to home) <strong>and</strong> urban (close to clients) space.<br />
Smaller units of space can more easily be incorporated into the<br />
existing city fabric <strong>and</strong>, when combined with new methods of<br />
delivering both voice <strong>and</strong> data c ommunications, these smaller units<br />
may be accommodated within old or previously obsolete buildings in<br />
downtown areas. Opportunities are therefore provided for<br />
regenerating existing city districts to provide homes for New<br />
Economy companies.<br />
The re-use of buildings contributes to sustainability in terms of<br />
avoiding the construction of new buildings (materials <strong>and</strong> energy)<br />
<strong>and</strong> in the maintenance <strong>and</strong> support of existing communities.<br />
Remote working, whether at home or at neighbourhood work centres<br />
(café/ club type space) aids sustainability by improving the quality of<br />
life for individuals (reduced commuting time) <strong>and</strong> by the reduction of<br />
energy consumption.<br />
The increased use of shared space has economic implications for the<br />
organisations concerned. Buying space on an ‘as needed’ basis<br />
rather than by committing to long term leases allows organisations to<br />
move from a fixed cost structure to a more variable, freeing up capital<br />
to be invested in developing the business rather than just housing the<br />
existing business.<br />
As well as providing re-use <strong>and</strong> regeneration opportunities across the<br />
whole city a distributed work strategy also offers opportunities to<br />
specific cultural <strong>and</strong> historic facilities <strong>and</strong> areas that can attract<br />
organisations who want to use these cultural facilities to reinforce<br />
their organisational culture in the absence of their own buildings.<br />
At the level of the individual, distributed working allows more control<br />
over the use of time, with reduced commuting <strong>and</strong> an ability to match<br />
the work environment to the tasks required: to use visits to the office<br />
to meet with colleagues <strong>and</strong> work with project teams <strong>and</strong> use a range<br />
of other locations for concentrated individual work, away from<br />
interruptions <strong>and</strong> distractions.<br />
Sharing workspace with other organisations also provides<br />
opportunities for interaction with people from other professions which<br />
may lead to the development of new business ideas or projects as<br />
well as opportunities for career development <strong>and</strong> networking.<br />
THE SPACE ENVIRONMENT MODEL<br />
The SANE space environment model looks beyond the idea that<br />
technology is a mere supplement to physical space. The model can<br />
be used at various stages of the briefing process: to help<br />
organisations, which provide space in order to support their goals, to<br />
develop strategies for the nature <strong>and</strong> use of that space; it will assist<br />
those who develop space, in their goal of producing relevant design<br />
solutions; <strong>and</strong> it will provide the knowledge workers who use the<br />
space with a means of defining <strong>and</strong> describing the best range of<br />
options <strong>and</strong> protocols for them <strong>and</strong> their working practices.<br />
SANE IST 2000-25257 15
EXECUTIVE SUMMARY<br />
In the face of rapidly developing technology <strong>and</strong> work practices, it is<br />
also necessary to move beyond the idea that the best approach to<br />
gaining a comprehensive underst<strong>and</strong>ing of, or the best way of<br />
providing, appropriate environments for knowledge work is via the<br />
identification of a definitive list of work settings <strong>and</strong> work activities,<br />
<strong>and</strong> a direct matching of items from the former list with those from the<br />
latter.<br />
A more useful approach is the identification of <strong>and</strong> careful<br />
consideration of the core contextual variables which may<br />
characterise, or impact on, any given activity within an organisational<br />
context; these mediating variables should inform decisions about the<br />
types of work environments <strong>and</strong> supporting technology which will<br />
best support those activities.<br />
Equally, when thinking about work settings, whether physical or<br />
virtual, it is necessary to consider the places <strong>and</strong> environments which<br />
set the context. The term ‘workscape’ is used to describe the<br />
complete ‘place-with-technology’ environment. Workscapes vary<br />
along certain characteristics <strong>and</strong> it is through the matching of the<br />
mediating factors of activities in their wider business milieu with the<br />
characteristics of the range of available workscapes that an<br />
organisation can ensure that it is providing the right mix of<br />
environments.<br />
When deciding on the most appropriate workscape – including both<br />
real <strong>and</strong> virtual ‘places’ – in which to carry out a work activity, four<br />
different kinds of factors must be taken into account.<br />
First, there is the nature of the activity itself – for example, does it<br />
require a place where one can concentrate, does it require the<br />
participation of other people, is this particular <strong>doc</strong>ument or<br />
conversation confidential Obviously, these may in part derive from<br />
the nature of the task or business process to which this activity<br />
contributes.<br />
Second, there is the wider context of the other activities that the<br />
person is carrying out during the same time period, which will<br />
influence the location chosen for the activity.<br />
Third, there are the preferences (both enduring <strong>and</strong> temporary) <strong>and</strong><br />
goals of the individual (for example, do they prefer a particular type of<br />
workscape, do they need to be near the child minder’s house today,<br />
do they generally want to minimise commuting).<br />
Fourth, there is the background context of the organisational goals,<br />
values <strong>and</strong> culture; for example, does the organisation place a high<br />
value on team-working or, conversely, is the culture one of collegiate<br />
working of autonomous individuals<br />
These four kinds of factors collectively are here termed ‘mediating<br />
factors of the activity’. The identification of the key mediating factors<br />
for a particular activity will enable informed decisions to be made as<br />
to the most appropriate workscape for an activity, these decisions<br />
taking into account wider organisational factors such as the goals<br />
<strong>and</strong> values of the organisation, the relative importance to the<br />
organisation of the task of which this activity forms a part, <strong>and</strong> the<br />
dem<strong>and</strong>s of other tasks.<br />
16 SANE IST-2000-25257
EXECUTIVE SUMMARY<br />
The physical l<strong>and</strong>scape of work can be described in three parts –<br />
work settings, work arenas, work environments, each is defined in<br />
scale <strong>and</strong> context in relation to the others. A work setting (such as<br />
‘an L-shaped desk <strong>and</strong> chair’ or ‘a sofa’) cannot be judged without<br />
taking into account its surrounding context - the particular work arena<br />
(the collection of work settings which make up a coherent ‘place’ both<br />
physically <strong>and</strong> psychologically) in which the setting is located.<br />
However, the distributed workplace model describes work taking<br />
place beyond, <strong>and</strong> no longer constrained by, the context of the<br />
traditional office. Therefore, not only the work arena but also, the<br />
context of the wider work environment must also be taken into<br />
account.<br />
Developments in information technology have enabled activities that<br />
would normally take place in a single physical place to be conducted<br />
when one or more of the participants are in different locations. Thus,<br />
virtual or hybrid work settings must also be included in an<br />
underst<strong>and</strong>ing of the workscape.<br />
The immediate environment that the body interacts with can be<br />
described as a work setting. It is the smallest unit of analysis of an<br />
overall working environment to which some ‘use-meaning’ still<br />
applies. It should be noted, however, that work settings comprise a<br />
number of components, such as a desk, a chair, a full height<br />
partition, a medium-height screen, <strong>and</strong> so on. These are termed<br />
‘work setting elements’.<br />
Virtual work settings are described as any non-physical ‘space’<br />
which can be used to facilitate work. A factor shared by most virtual<br />
environments is that they are in some way designed to facilitate<br />
communication <strong>and</strong>/or collaborative work. (The desktop of a<br />
computer not connected to a network is one of the few examples of a<br />
virtual work setting oriented wholly towards individual work.)<br />
Collaborative Virtual Environments (CVE) can be as basic as e-mail,<br />
a text-based asynchronous form of communication, <strong>and</strong> as complex<br />
as a Virtual Reality space with ‘walking, talking’ 3-D representations<br />
of the participants.<br />
A work arena is a collection of one or more work settings that forms<br />
somewhere with the psychological status of a ‘place’ – that is, it has<br />
some meaning associated with it which would be largely shared by<br />
everyone within the culture or society using that arena.<br />
Work environments are the highest level of the physical<br />
environment which needs to be taken into account in this analysis.<br />
Examples include an office building, an airport departure terminal, a<br />
train, a city street. It should be noted that the same kind of work<br />
arena can exist in more than one type of work environment, <strong>and</strong> this<br />
will alter its nature. For example, a business lounge might be within a<br />
private office building, or might be a privileged space in an airport. A<br />
cafe might be a public space within a city street, or might be a within<br />
a private office building. Conversely, work environments will often<br />
contain a variety of work arenas - an airport, for example, contains<br />
café areas as well as business lounges.<br />
The combination of virtual <strong>and</strong> real work settings within a work arena,<br />
located in a work environment is described as ‘the workscape’. The<br />
decision to use a physical or virtual setting to support an activity will<br />
SANE IST 2000-25257 17
EXECUTIVE SUMMARY<br />
depend on the mediating variables of the activity. For example,<br />
physical places can often reduce the effectiveness of an activity, for<br />
example, due to their remoteness (causing lengthy <strong>and</strong> difficult<br />
journeys that leave limited time <strong>and</strong> energy for working) or their lack<br />
of privacy. However, the absence of the physical presence of the<br />
other person when working in a virtual setting might diminish the<br />
success of that activity, depending upon the activity’s mediating<br />
factors. Being able to establish the right kind of work environment for<br />
the activity is paramount.<br />
WORK SETTING ELEMENT<br />
Desk<br />
Table<br />
Chair<br />
Filing cabinet<br />
Plant<br />
Power<br />
Wall<br />
Partition<br />
Task light<br />
Down light<br />
Telephone<br />
Computer<br />
Network connection<br />
Whiteboard<br />
Data projector<br />
Printer<br />
Photocopier<br />
WORK SETTING<br />
physical<br />
L-SHAPED DESK & CHAIR<br />
SMALL TABLE/FOR 3-4<br />
LARGE TABLE/FOR 6-8<br />
SOFA<br />
QUIET BOOTH<br />
BROWSERY<br />
SEAT<br />
virtual<br />
VIDEO CONFERENCE<br />
INSTANT MESSAGING<br />
SHARED VISUALISATION<br />
CHAT ROOM<br />
e-WHITEBOARD<br />
e-MAIL<br />
VR WORLD/ AVATAR<br />
TEXT MESSAGE<br />
VOICEMAIL<br />
WORK ARENA<br />
TEAM/PROJECT AREA<br />
BUSINESS LOUNGE<br />
CLUB<br />
CAFÉ<br />
PICNIC AREA<br />
MEETING ROOM<br />
MEETING AREA<br />
INDIVIDUAL OFFICE<br />
WORK ENVIRONMENT<br />
ORGANISATION OFFICE<br />
SERVICED OFFICE<br />
BUSINESS CENTRE<br />
AIRPORT<br />
RAILWAY STATION<br />
STREET/CITY<br />
PARK<br />
TRANSPORTATION<br />
(TRAIN, PLANE, CAR)<br />
HOME<br />
In the same way that the particular mediating factors of activities can<br />
be identified, workscapes can be seen to vary across certain<br />
dimensions or characteristics that can then be used to define their<br />
suitability for particular activities. These dimensions or include the<br />
following:<br />
• Accessibility to people –the knowledge community<br />
• Accessibility to information/data<br />
• Ability to control boundaries (control access of others to oneself)<br />
• Ability to support group or collaborative work<br />
• Ability to control confidentiality<br />
• Degree of ‘presence’ available<br />
The approach suggested in this <strong>doc</strong>ument is to match sets of<br />
mediating factors relating to the activity in question with sets of<br />
characteristics of the possible workscapes, to find the most<br />
appropriate match. This process is illustrated in figure 4 below– in<br />
essence, the SANE space environment model in its final form.<br />
WORKSCAPE<br />
FIGURE 3. STRUCTURE OF THE WORKSCAPE AND SOME EXAMPLES OF<br />
COMPONENTS<br />
18 SANE IST-2000-25257
EXECUTIVE SUMMARY<br />
organisational<br />
context<br />
business process<br />
<strong>and</strong> task<br />
activity<br />
mediating<br />
factors<br />
WORK SETTING ELEMENT WORK SETTING<br />
WORK ARENA<br />
physical<br />
Desk<br />
Table<br />
L-SHAPED DESK & CHAIR<br />
TEAM/PROJECT AREA<br />
Chair<br />
SMALL TABLE/FOR 3-4<br />
LARGE TABLE/FOR 6-8<br />
Filing cabinet<br />
BUSINESS LOUNGE<br />
SOFA<br />
Plant<br />
QUIET BOOTH<br />
Power<br />
CLUB<br />
BROWSERY<br />
Wall<br />
SEAT<br />
Partition<br />
CAFÉ<br />
Task light<br />
Down light<br />
Telephone<br />
Computer<br />
Network connection<br />
Whiteboard<br />
Data projector<br />
Printer<br />
Photocopier<br />
virtual<br />
VIDEO CONFERENCE<br />
INSTANT MESSAGING<br />
SHARED VISUALISATION<br />
CHAT ROOM<br />
e-WHITEBOARD<br />
e-MAIL<br />
VR WORLD/ AVATAR<br />
TEXT MESSAGE<br />
VOICEMAIL<br />
PICNIC AREA<br />
MEETING ROOM<br />
MEETING AREA<br />
INDIVIDUAL OFFICE<br />
WORKSCAPE<br />
characteristics<br />
of workscapes<br />
WORK ENVIRONMENT<br />
ORGANISATION OFFICE<br />
SERVICED OFFICE<br />
BUSINESS CENTRE<br />
AIRPORT<br />
RAILWAY STATION<br />
STREET/CITY<br />
PARK<br />
TRANSPORTATION<br />
(TRAIN, PLANE, CAR)<br />
HOME<br />
offices) should house, in terms of the range of physical work settings,<br />
the work arenas these settings are formed into, <strong>and</strong> the work<br />
environments in which these work arenas are situated, based on the<br />
business processes that will be carried out there. They could also<br />
identify at a generic level the technical infrastructure <strong>and</strong> hardware<br />
which is needed to provide the virtual settings which would be<br />
available within these physical locations. In parallel with this, they<br />
could develop a strategy for how <strong>and</strong> where their staff should work<br />
(including, but not limited to, a homeworking policy), <strong>and</strong> identify the<br />
preferred geographical distribution of the workscapes their staff will<br />
use.<br />
©DEGW 2002<br />
FIGURE 4. MOVING FROM ACTIVITIES TO WORKSCAPES<br />
In <strong>summary</strong>, the choice of workscape should be based on a<br />
consideration not just of the immediate activity a knowledge worker is<br />
carrying out, plus the individual knowledge worker’s personal<br />
preferences, but also on the wider organisational context, the<br />
objectives of the team, the values <strong>and</strong> goals of the organisation <strong>and</strong><br />
the well-being of the wider society.<br />
The ideas discussed here can be applied in two different sets of<br />
circumstances. First, they can be used to aid organisational-level<br />
decisions about property strategy. Property professionals within an<br />
organisation could use the approach described here to determine<br />
what their office buildings (whether owned, leased or serviced<br />
It is envisaged that this would be carried out in a workshop context,<br />
with a team from the organisation using the contextual factors <strong>and</strong><br />
workscape characteristics as a tool for analysing the way their own<br />
organisation functions <strong>and</strong> could function. Such a process could<br />
bring to light particular factors or characteristics of importance which<br />
may not be listed here; in particular, it will clarify exactly which<br />
business context factors are of importance to the organisation in<br />
question.<br />
In a similar way, providers of office space could use the ideas to help<br />
develop briefs for the accommodation they will provide in the future.<br />
The second level at which these ideas can be applied is at the point<br />
of individual <strong>and</strong> team decision-making about where <strong>and</strong> how to work<br />
on a specific activity <strong>and</strong> task or set of current activities <strong>and</strong> tasks. It<br />
is envisaged that initially, teams would use a workshop to develop<br />
guidelines for what workscapes they would use for which activities,<br />
SANE IST 2000-25257 19
EXECUTIVE SUMMARY<br />
taking into account relevant contextual factors. Subsequent to that,<br />
individuals <strong>and</strong> groups should have little trouble in identifying which<br />
workscapes to use for their various activities; indeed, the<br />
predictability of this is seen as very important in allowing teams to<br />
carry out their work smoothly <strong>and</strong> in a co-ordinated fashion whilst still<br />
allowing them individual autonomy – distributed working must not<br />
appear to any of the staff whom it affects as either unpredictable or<br />
uncontrolled. The question of autonomy <strong>and</strong> control is crucial within<br />
knowledge work, for the individual, the organisation <strong>and</strong> the wider<br />
society.<br />
A SANE STRATEGY<br />
Using the concepts described previously it is possible to construct a<br />
methodology for creating <strong>and</strong> implementing a distributed workplace<br />
strategy (summarised in figure 5). This will require the active<br />
participation of a multi-disciplinary team drawn from within the<br />
organisation <strong>and</strong> external consultants. The exact composition of the<br />
team will depend on factors such as the skills within each<br />
organisation, timescales <strong>and</strong> resource availability. It should be noted<br />
that the consultancy process described in this <strong>doc</strong>ument relates to<br />
the development of a workplace strategy <strong>and</strong> the implementation of<br />
this strategy may simply result in better use of existing resources or<br />
the <strong>introduction</strong> of new ICT tools, changes in work process or the<br />
intgration of sustainability issues into general process rather than the<br />
construction of new buildings or facilities which is the traditional ‘end<br />
result’ of workplace projects.<br />
At each stage it is necessary to consider sustainability, ICT <strong>and</strong><br />
human communications issues as well as the issues that are more<br />
typically part of a workplace implementation project.<br />
The implementation of a distributed working strategy will require<br />
careful planning involving all areas of the business. Critical issues to<br />
be considered include:<br />
• Costs <strong>and</strong> benefits of implementing the strategy (real estate<br />
savings, investment costs in IT <strong>and</strong> provision of business<br />
services)<br />
• Risks to business delivery<br />
• HR policies on remote working<br />
• Provision of training<br />
• Corporate br<strong>and</strong>ing<br />
• Maintenance of community <strong>and</strong> culture<br />
• Knowledge management<br />
• Management of teams <strong>and</strong> individuals<br />
• Confidentiality<br />
• Client perceptions<br />
• Provision of business services<br />
20 SANE IST-2000-25257
EXECUTIVE SUMMARY<br />
Defining the business<br />
context<br />
Focus on:<br />
Business<br />
context<br />
Business<br />
process<br />
Work styles<br />
Developing the strategy<br />
Workscapes<br />
Workplace<br />
strategy<br />
Implementing the strategy<br />
Implementation<br />
& operation<br />
Workplace evaluation<br />
& improvement<br />
Goals<br />
• Underst<strong>and</strong>ing the<br />
business<br />
• Defining project<br />
goals <strong>and</strong> vision<br />
• Identifying project<br />
KPIs<br />
Define the current<br />
<strong>and</strong> desired future<br />
business processes<br />
Underst<strong>and</strong> how<br />
people work now<br />
<strong>and</strong> aspirations for<br />
the future<br />
Determine the range of<br />
workscapes needed to<br />
support the work<br />
process: organizational<br />
<strong>and</strong> individual<br />
requirements<br />
Define appropriate<br />
distributed<br />
workplace solution<br />
• owned space<br />
• shared space<br />
• home working<br />
• mobile working<br />
• Develop the<br />
workplace design<br />
• Selecting the actual<br />
shared componets<br />
• Implementing the<br />
workplace strategy<br />
• Evaluate<br />
performance on KPIs<br />
• Inform strategy of<br />
next project or refine<br />
current project<br />
Examples of appropriate tools <strong>and</strong> methods<br />
• Interviews with Senior<br />
Managers<br />
• New Economy<br />
Envisioning<br />
• Review of business<br />
plan<br />
• Sustainability audit<br />
(TBL)<br />
• Interviews with business<br />
stream leaders<br />
• Review of business plan<br />
• Review of real estate<br />
portfolio<br />
• Briefing cards<br />
• Time Utilization Survey<br />
• Workplace Performance<br />
Survey<br />
• Plan Analysis<br />
• Work process mapping<br />
• Jigsaw tool<br />
• Technology requirements<br />
audit<br />
• Focus groups<br />
• Workshops with client team<br />
• Focus groups with users to<br />
discuss proposed<br />
workscapes<br />
• Pilot implementations of<br />
workscapes<br />
• Computer simulations/<br />
visualisations<br />
• Structured building visits<br />
• Technology trials<br />
• Worklife survey<br />
• Analysis of demographic<br />
<strong>and</strong> location information<br />
• Sustainability audit<br />
• Staff focus groups<br />
• Cost benefit analysis<br />
• Workshops with user<br />
representatives (project<br />
progress)<br />
• Workplace change<br />
management programme<br />
(preparing for the new<br />
workplace strategy<br />
• Sustainability audit<br />
• Workplace Performance<br />
Surveys<br />
• Time Utilization Surveys<br />
• Performance reviews of<br />
shared workplaces<br />
• User workshops<br />
• Interviews<br />
• Evaluation of workplace<br />
costs<br />
• Sustainability audit<br />
Outputs<br />
• Initial description of<br />
business needs<br />
• Agreement of project<br />
success criteria<br />
© DEGW 2002<br />
• Current <strong>and</strong> future<br />
projected headcount<br />
<strong>and</strong> space<br />
requirements<br />
• Key relationships<br />
between <strong>and</strong> within<br />
business units<br />
• Description of<br />
business process<br />
• Underst<strong>and</strong>ing of<br />
performance of current<br />
workplaces<br />
• Description of work<br />
activities <strong>and</strong> activity<br />
context<br />
• Description of current<br />
<strong>and</strong> likely future<br />
technology<br />
requirements<br />
• Production of strategic<br />
brief<br />
• Description of<br />
proposed workscapes<br />
including physical<br />
work settings <strong>and</strong><br />
technology<br />
requirements<br />
• Analysis of workforce<br />
demographics <strong>and</strong><br />
location requirements<br />
• Detailed description of<br />
proposed strategy<br />
• - location<br />
• - size, capacity, cost,<br />
quality of owned <strong>and</strong><br />
shared components<br />
• - Underst<strong>and</strong>ing of IT<br />
<strong>and</strong> service<br />
implications<br />
• - Identification of<br />
workplace partners<br />
•Production of detailed project<br />
briefs<br />
- aim of the design<br />
- site location <strong>and</strong> planning<br />
issues<br />
- dimensions of spaces <strong>and</strong><br />
elements to be provided<br />
- cost plan<br />
•performance specification for<br />
environmental systems<br />
•maintenance proposals<br />
•Key milestones <strong>and</strong> targets<br />
•Negotiation of contracts for<br />
shared workplaces <strong>and</strong><br />
service partners<br />
• Assessment of<br />
building <strong>and</strong> workplace<br />
performance<br />
• Feedback of lessons<br />
learned to inform<br />
future projects<br />
FIGURE 5: DISTRIBUTED WORKPLACE GENERIC PROJECT FLOW CHART.<br />
SANE IST 2000-25257 21
EXECUTIVE SUMMARY<br />
The widespread adoption of distributed working strategies is likely to result<br />
in a fundamental shake-up of the property procurement chain <strong>and</strong> major<br />
new players are likely to emerge who are able to combine expertise in<br />
workplace design, hotel management <strong>and</strong> service provision <strong>and</strong> IT<br />
delivery. Consultants will also find it necessary to cross traditional<br />
boundaries to provide integrated advice <strong>and</strong> strategies that address the<br />
issues listed above.<br />
An important step in the implementation process described is the<br />
development of a change management strategy for the project, to oversee<br />
the social <strong>and</strong> cultural change process as the organisation moves from an<br />
‘old way of working’ to a new way of working’ or at the very least from an<br />
old environment to a new environment.<br />
Until recently these strategies focused on assisting organisations to deal<br />
with change relating to the physical environment <strong>and</strong> new working patterns<br />
resulting from it. Now as organisations seek to implement hybrid working<br />
environments the combined impacts of space, technology <strong>and</strong> social<br />
organisational changes have to be considered .<br />
Social <strong>and</strong> cultural factors will strongly influence the ability of organisations<br />
<strong>and</strong> individuals to successfully implement hybrid workscapes <strong>and</strong><br />
distributed workplace strategies <strong>and</strong> will influence the workscapes <strong>and</strong><br />
strategies chosen. It is essential therefore that we can analyse <strong>and</strong><br />
underst<strong>and</strong> organisational culture.<br />
The economic implications of a distributed workplace strategy will also<br />
need to be carefully assessed to determine the viability of the strategy. As<br />
part of the development of the SANE distributed workplace strategy a<br />
prototype business case model was developed to test an evaluative<br />
framework. It is clear that all organisations are different <strong>and</strong> a distributed<br />
workplace strategy that works for one will not work for another. For this<br />
reason the prototype model was set up using a set of generic assumptions<br />
about the mix of distributed workplaces an organisation requires.<br />
The four scenarios can be broadly described as follows:<br />
Scenario 1 represents a common conventional portfolio consisting of a<br />
prominent city centre headquarters building supported by regional offices.<br />
Scenario 2 represents a similar situation but for the headquarters being<br />
located in a less prominent city centre (affecting property costs) <strong>and</strong> some<br />
staff using serviced office space 14 .<br />
Scenario 3 represents a further step towards staff using more flexible<br />
spaces located around regional city suburbs <strong>and</strong> home working. The<br />
requirement for flexible ICT infrastructure/equipment begins to increase as<br />
staff use more mobile technology rather than desk-based IT equipment<br />
<strong>and</strong> shared network facilities.<br />
Scenario 4 represents a s ignificant move towards greater numbers of staff<br />
being supported by flexible type spaces associated with regional suburbs<br />
<strong>and</strong> home working. The ICT requirement increases more significantly as<br />
home-offices need to be supported with individual routers/connections,<br />
printers, laptop <strong>doc</strong>king stations etc.<br />
The prototype model revealed some interesting results relating to the<br />
average portfolio occupancy costs within each distribution scenario.<br />
Generally, the results show that as the distribution of workplaces becomes<br />
more extensive (e.g. Scenarios 3 <strong>and</strong> 4) then costs per capita reduce (e.g<br />
14 The models have been based upon a longer term (over 1-3 years) use of serviced office<br />
solutions<br />
22 SANE IST-2000-25257
EXECUTIVE SUMMARY<br />
by as much as 30% to 60% from Scenario 1). It should be noted that most<br />
of the savings originate because of the following:<br />
• The reduction in rental levels due to smaller offices <strong>and</strong> different<br />
locations;<br />
• The elimination of some support services costs e.g. mail distribution,<br />
porterage, catering subsidy etc. as staff become less ‘fixed’ to<br />
particular locations.<br />
However, as noted previously, these generic results do not necessarily<br />
apply to all organisations – there are likely to be cost complications<br />
associated with:<br />
• Additional costs associated with additional business processes (e.g.<br />
changes in facilities management <strong>and</strong>/or service provision) necessary<br />
to support distributed staff;<br />
• Additional costs associated with a change in business policies e.g.<br />
catering subsidy may not completely disappear, cash allowances may<br />
be given as a perk;<br />
• Additional travelling costs, IT costs, ‘passed-on’ costs for homeworkers<br />
etc.;<br />
• Other subsidies paid to staff to off-set costs ‘passed-on’ to<br />
homeworkers.<br />
Such issues are not impossible to forecast <strong>and</strong> could be added to the<br />
models to appraise the total impact of an holistic distributed workplace<br />
strategy.<br />
SUSTAINABLE WORK ENVIRONMENTS<br />
The delivery of effective sustainable accommodation for the new economy<br />
is rooted within a broader context consisting of four parallel trends:<br />
• Intensification of the use of space <strong>and</strong> time;<br />
• Reduction of waste;<br />
• Ensuring energy efficiency; <strong>and</strong>,<br />
• Dem<strong>and</strong>s for business organisations to act more responsibly towards<br />
their employees, society <strong>and</strong> the environment.<br />
The changing perception of the function of the office building, as well as<br />
new working methods, are driving increasing intensification of space <strong>and</strong><br />
time. As the working day is extended over a longer time frame, <strong>and</strong> office<br />
workers become more mobile, space is being driven harder to allow<br />
greater numbers of people to be serviced by the same amount of space,<br />
<strong>and</strong> to be more productive within it (these trends are discussed in more<br />
detail below). To achieve this has resulted in a reduction in the percentage<br />
of traditional specialised office space; instead the functional character of<br />
buildings for work is broadened, increasing both the accessibility <strong>and</strong><br />
flexibility of buildings for work. One aspect of this trend is the mix of public<br />
<strong>and</strong> private space provision described in the SANE space environment<br />
model, <strong>and</strong> facilitation in buildings of the shifting boundaries between the<br />
two.<br />
Urban environments have enormous ‘ecological footprints’, defined by their<br />
overall consumption of material <strong>and</strong> production of waste. One of the key<br />
aspects of waste is the inefficient utilisation of resources within the city,<br />
<strong>and</strong> within buildings. As well as the intensification of the use of space<br />
SANE IST-2000-25257 23
EXECUTIVE SUMMARY<br />
internally as described above, intensifying the use of spaces within the city<br />
will assist in the reduction of the colossal waste associated with working<br />
<strong>and</strong> living in cities. This will be accomplished through introducing<br />
overlapping functions, increasing access to a variety of spaces, enabling<br />
the use of public space for private activities <strong>and</strong> increasing the potential for<br />
re-use of previously redundant space.<br />
Energy use is the factor that tends to receive most attention in any<br />
discussion around sustainability, <strong>and</strong> is the focus of most research into<br />
building sustainability. Energy use needs to be seen in broader terms than<br />
those that focus simply on the building envelope, although the efficiency of<br />
the envelope in terms of embodied energy, or energy consumed over the<br />
life of the building, is of course important. A more holistic view of energy<br />
efficiency considers the consumption of energy per building user, rather<br />
than in terms of units of space. This view takes into account the factor of<br />
energy consumed through travel to <strong>and</strong> from buildings, as well as the<br />
effectiveness of a building in terms of the number of people supported per<br />
unit of space. It also examines the potential for the adaptability of a<br />
building, which reduces the need for expenditure of energy in demolition<br />
<strong>and</strong> new construction by ensuring that a building may be recycled over<br />
decades or centuries through a number of uses.<br />
The last trend discussed here is less tangible than those discussed above,<br />
<strong>and</strong> incorporates aspects of all of these. Employer organisations,<br />
particularly in Europe, are being encouraged to become increasingly<br />
responsible towards their employees, society as a whole <strong>and</strong> the physical<br />
environment. There is an apparent conflict here between the responsibility<br />
of publicly traded organisations to produce profits for shareholders, <strong>and</strong><br />
wider interests. However, the trend is being driven by three factors:<br />
• Increasing empowerment of employees through increased mobility,<br />
independence, <strong>and</strong> redefinition of value from skills to knowledge;<br />
• Increasing ethical awareness amongst customers who are realising the<br />
value of their purchasing power, <strong>and</strong> a corresponding dem<strong>and</strong> that<br />
organisations be held to a greater level of accountability, resulting in a<br />
shift from single index company reporting to ‘triple bottom line’ based<br />
indicators, already voluntarily applied by many organisations but likely<br />
to be required statutorily <strong>and</strong>,<br />
• The interventionist state is in retreat <strong>and</strong> rather than ab<strong>and</strong>on the<br />
social objectives <strong>and</strong> goods that it previously guaranteed, it is<br />
increasingly relying on corporations to fill the vacuum –a form of back<br />
door privatisation.<br />
In addition to the four broad drivers towards a more sustainable provision<br />
of workplace accommodation, the knowledge economy has particular<br />
business requirements that have implications for the supply of space to<br />
accommodate knowledge workers.<br />
The changing dem<strong>and</strong>s of the knowledge economy have already<br />
influenced the way accommodation is procured <strong>and</strong> delivered. No longer<br />
simply seen as space, the accommodation offer now includes the tenure<br />
type, a level of amenity <strong>and</strong> additional value added services, so that the<br />
workplace is provided as a serviced package (management, business <strong>and</strong><br />
support services).<br />
The key driver for this change is the increasing need amongst<br />
organisations for flexibility – in terms of finance, function <strong>and</strong> the space<br />
itself. This requirement exists across a range of scales, from a freelance<br />
individual who requires space on dem<strong>and</strong> for variable amounts of time, to<br />
24 SANE IST-2000-25257
EXECUTIVE SUMMARY<br />
large corporate organisations divesting themselves of property assets <strong>and</strong><br />
leasing back their previously owned buildings as managed <strong>and</strong> fitted out<br />
space from serviced business space suppliers. This trend is resulting in a<br />
reduction of the amount of directly owned (long lease) space, with<br />
diversification of real estate portfolio into owned, flexi <strong>and</strong> on-dem<strong>and</strong><br />
space.<br />
Additionally the conventional issues of sustainability, reduction of<br />
embodied energy <strong>and</strong> consumption are impacting on the type of buildings<br />
that are being delivered. Of key importance here is the potential for a<br />
building to be naturally lit <strong>and</strong> ventilated – both of which are a function of<br />
building depth <strong>and</strong> sectional height, as well as façade detailing.<br />
Although the supply side is beginning to respond to the needs of the<br />
knowledge economy, there are currently no specific measures for testing<br />
the appropriateness of particular building types. Because of the increasing<br />
complexity of workplace provision, these measures need to be both<br />
quantitative <strong>and</strong> qualitative.<br />
Qualitative measures will test such issues as:<br />
• The quality of place – in terms of building location, accessibility,<br />
amenity <strong>and</strong> context;<br />
• Quality of space – in terms of fit out (space plan, furniture etc),<br />
sectional height <strong>and</strong> floor width ratio, ventilation <strong>and</strong> lighting, <strong>and</strong><br />
potential for expression of organisational values; <strong>and</strong>,<br />
• The capacity <strong>and</strong> extent of the provision of services, <strong>and</strong> flexibility of<br />
tenure.<br />
Current best practice in office design has begun to embrace a variety of<br />
architectural <strong>and</strong> construction solutions to the problem of creating more<br />
energy efficient <strong>and</strong> environmentally comfortable office buildings. However,<br />
there is little attempt to question the prevailing workplace accommodation<br />
paradigm. Within this paradigm, there have been significant advances in<br />
terms of creating individual buildings that are more ‘environmentally<br />
sustainable’, in the sense that they consume less energy <strong>and</strong> produce less<br />
waste per measure of office space created.<br />
SUSTAINABILITY METRICS IN THE NEW WORKPLACE<br />
In general, however, existing sustainability indicators have a number of<br />
weaknesses when applied to new economy workplace models, including<br />
the following:<br />
• they do not reflect the degree of complexity involved in designing a<br />
workplace strategy;<br />
• they do not always integrate the intent of workplace policy with the<br />
strategy to be implemented;<br />
• they do not provide a mechanism of feedback for assessment of<br />
strategy in terms of the overall policy objectives <strong>and</strong> goals; <strong>and</strong>,<br />
• it is difficult to quantify <strong>and</strong>/or monetise their implications to incorporate<br />
into mainstream financial <strong>and</strong> accounting management systems.<br />
When sustainability indicators are able to capture an organisation’s stated<br />
intent, <strong>and</strong> reflect the dynamics of the workplace, they can provide a<br />
powerful driver for change – both as a general marker of change <strong>and</strong> as<br />
means of indicating the achievement of defined targets. In particular, a<br />
well-articulated set of sustainability indicators has the following strengths:<br />
SANE IST-2000-25257 25
EXECUTIVE SUMMARY<br />
• they provide a means of assessing performance, using non-financial<br />
measures, that can be incorporated into strategic decision-making<br />
processes;<br />
• they provide an approximation of the extent of satisfaction with<br />
workplace conditions (based on stated preferences <strong>and</strong> perceptions);<br />
• they provide an indication of trends in work patterns <strong>and</strong> indicate how<br />
a workplace strategy can respond to these; <strong>and</strong>,<br />
• they allow for innovation in addressing workplace strategy<br />
development.<br />
It is clear that if we are to evaluate effectively the sustainability <strong>and</strong><br />
effectiveness of new developments in the workplace, we will require an<br />
assessment methodology <strong>and</strong> indicators that take a new approach, one<br />
that enables us to evaluate both the specific sustainability <strong>and</strong><br />
effectiveness of any particular workplace as well as its sustainability <strong>and</strong><br />
effectiveness relative to alternative options. In addition, the methodology<br />
<strong>and</strong> indicators will need to embrace the environmental factors, as well as<br />
enable an evaluation of the workplace in terms of its contribution to the<br />
social sustainability of the individual, the working community <strong>and</strong> the wider<br />
community. Lastly, these indicators must be framed in the context of<br />
ensuring the economic sustainability of individuals within an organisation,<br />
the organisation itself, <strong>and</strong> the organisation’s contribution to the wider<br />
community.<br />
In this respect, a new set of indicators might be derived in concept from the<br />
triple bottom line accounting procedures, but reformed to construct a set of<br />
workplace-specific indicators, i.e. a set that does not simply focus on the<br />
building, but that instead focus on the 'performance' of staff in their<br />
workspace, the ‘performance’ of the social contract between the staff <strong>and</strong><br />
their organisation, <strong>and</strong> the performance of the organisation vis a vis<br />
stakeholders in the wider social <strong>and</strong> economic environment, <strong>and</strong> the<br />
performance of the organisation in its transactions with its material <strong>and</strong><br />
natural environment. It must be remembered that the concept of the<br />
workplace now extends well beyond the traditional office environment.<br />
Since the workplace, the nature of work <strong>and</strong> the way organisations function<br />
within society are all constantly evolving, it is important that the indicators<br />
of workplace performance <strong>and</strong> sustainability are not static. To remain<br />
useful, they must develop in line with the evolution of the organisations<br />
they are assessing <strong>and</strong> contributing to. Thus, the indicators must be<br />
flexible, <strong>and</strong> must be readily open to adaptation to deal with new situations.<br />
The wider implications for this in terms of commercial development <strong>and</strong> the<br />
l<strong>and</strong>scape of urban areas is unknown, however thinking about work space<br />
based on CSR <strong>and</strong> TBLA is a real opportunity <strong>and</strong> one that could drive a<br />
paradigm shift in the way work takes place. Sustainability considerations<br />
can be incorporated at many stages of the development of a workplace<br />
strategy <strong>and</strong>, when used alongside, or better, integrated with, more<br />
traditional measures of workplace effectiveness, they can lead to a truly<br />
productive <strong>and</strong> sustainable workplace <strong>and</strong> organisation. Too much focus<br />
on short-term effectiveness at the expense of sustainability will mean there<br />
is no future for the organisation, long term. Too little focus on effectiveness<br />
will also, in the end, be unsustainable. The two must be considered in<br />
t<strong>and</strong>em. More energy must be put into testing <strong>and</strong> extending the work<br />
already done on triple bottom line accounting, in order to move this<br />
towards becoming a mainstream approach to accounting <strong>and</strong> company<br />
reporting <strong>and</strong> evaluation.<br />
26 SANE IST-2000-25257
INTRODUCTION<br />
Introduction<br />
Space environment modelling (WP1) focuses on the architectural<br />
aspects of the human environment in organisational settings<br />
BACKGROUND<br />
SANE is a two year EC-funded research programme considering the<br />
combined impact of the new economy on people, process, place <strong>and</strong><br />
technology to identify new ways of accommodating work. Its focus is on<br />
the creation of sustainable, collaborative workplaces for knowledge<br />
workers across Europe, encompassing both virtual <strong>and</strong> physical spaces.<br />
The key operational goal of the project is to develop a unified framework<br />
for the design of sustainable work places in Europe. This multi-disciplinary<br />
framework will generate designs that will allow distributed organisations to<br />
take full advantage of coming advances in location independent computing<br />
<strong>and</strong> ubiquitous networking. SANE will broaden the range of workplace<br />
design parameters to include consideration of degrees of privacy <strong>and</strong><br />
relations between physical <strong>and</strong> virtual spaces. By embracing<br />
considerations of public <strong>and</strong> private space the workspace environment<br />
model developed will locate the office environment in the wider context of<br />
the sustainable urban development <strong>and</strong> the regeneration of European<br />
cities.<br />
The SANE project is divided into a number of work packages producing a<br />
series of deliverables for the European Commission, as outlined in the<br />
Technical Annex of the Contract. The work packages are described briefly<br />
below.<br />
Human environment modelling (WP2) examines communications <strong>and</strong><br />
interaction in physical <strong>and</strong> virtual environments<br />
Processes <strong>and</strong> tools (WP3) provides a physical base for WP1 & WP2 in<br />
terms of underst<strong>and</strong>ing current <strong>and</strong> likely future technology tools <strong>and</strong><br />
processes<br />
WP2 has the additional function of overseeing the synthesis of the work in<br />
WP1, WP2 <strong>and</strong> WP3. It performs a further role in the project by overseeing<br />
the technical functionality in WP1, WP2, WP3 <strong>and</strong> WP4.<br />
Validation (WP4) is an ancillary work package that supports the<br />
development work in WP1, WP2 <strong>and</strong> WP3 by testing the utility <strong>and</strong><br />
effectiveness of the theoretical frameworks <strong>and</strong> supporting practical tools<br />
in a number of validation exercises across Europe.<br />
Dissemination <strong>and</strong> exploitation (WP5) is responsible for the<br />
dissemination <strong>and</strong> exploitation functions in the project <strong>and</strong> acts as the<br />
interface between the project <strong>and</strong> the ICT industries, users, other IST<br />
projects, <strong>and</strong> other EC Research & Development programmes.<br />
The quality work package (WP6) carries out the quality management <strong>and</strong><br />
internal evaluation <strong>and</strong> assessment function for the project.<br />
SANE IST-2000-25257 29
INTRODUCTION<br />
Lastly the co-ordination work package (WP7) will carry out the project coordination<br />
function. In carrying out this function, it will be assisted by the<br />
technical synthesis role played by WP2 as described above.<br />
D1: the initial space environment model, was the first deliverable of the<br />
space environment work package (WP1), <strong>and</strong> was designated as an<br />
internal deliverable to the European Commission <strong>and</strong> the research<br />
consortium. The workspace model provided the input for the study of<br />
interaction of physical space in WP2, the analysis of processes <strong>and</strong> tools<br />
(WP3) <strong>and</strong> the foundation of the validation exercise (WP4). It also provided<br />
a theoretical contribution to the development of the unified framework that<br />
synthesised the work of work packages 1, 2 <strong>and</strong> 3.<br />
D2: the interim space environment model, was the second deliverable of<br />
the space environment work package (WP1), also designated as an<br />
internal deliverable for distribution to the European Commission <strong>and</strong> the<br />
research consortium. The workspace model provided further input for the<br />
study of interaction in physical space in WP2, the analysis of processes<br />
<strong>and</strong> tools (WP3) <strong>and</strong> the formulation of the validation exercises (WP4). The<br />
<strong>doc</strong>ument also provided additional theoretical contribution to the<br />
development of the unified framework that will synthesise the work of work<br />
packages 1, 2 <strong>and</strong> 3.<br />
In the present <strong>doc</strong>ument, D3: the final SANE space environment model,<br />
the concepts developed within the three theoretical workpackages of the<br />
SANE project are fused into a generic methodology for the implementation<br />
of a distributed workplace project. This methodology is deliberately kept at<br />
a generic level because it is not intended to replace detailed project<br />
delivery processes that may be organisation-specific.<br />
THE UNIFIED FRAMEWORK<br />
At its broadest level, the unified framework (UF) offers a guideline for<br />
underst<strong>and</strong>ing how to create <strong>and</strong> use hybrid work environments, including<br />
an underst<strong>and</strong>ing of business process <strong>and</strong> user requirements, work place<br />
design <strong>and</strong> implementation in terms of people, process (including ICT<br />
tools) <strong>and</strong> place<br />
In today’s fast paced economy, organisations are increasingly faced with<br />
multiple business-driven <strong>and</strong> technology- driven pressures. Organisations<br />
must effectively manage these pressures <strong>and</strong> their impact on business<br />
operations, customer facing service delivery <strong>and</strong> fulfilment functions.<br />
By tightly aligning business strategy <strong>and</strong> processes with new work place<br />
design concepts <strong>and</strong> hybrid information spaces, organisations can deliver<br />
business advantage through improved workplace performance, increased<br />
productivity, new distributed services <strong>and</strong> increased information exchange.<br />
SANE defines, develops, implements <strong>and</strong> manages a productive<br />
consulting strategy that integrates a business strategy with the processes,<br />
knowledge <strong>and</strong> information about work place <strong>and</strong> technological<br />
implementation into a dynamic, efficient enterprise. Therefore in SANE the<br />
industrial partners in co-operation with the academic partners have<br />
developed specific consulting services to analyse the specific needs of<br />
their customers.<br />
The consulting services specialise in business <strong>and</strong> technology strategy<br />
development <strong>and</strong> implementation, work place <strong>and</strong> architecture,<br />
<strong>introduction</strong> <strong>and</strong> requirements definition of ICT <strong>and</strong> performance<br />
management. By combining business strategy <strong>and</strong> analysis, work place<br />
design <strong>and</strong> architecture <strong>and</strong> sound IT strategy <strong>and</strong> planning with extensive<br />
30 SANE IST-2000-25257
INTRODUCTION<br />
project experience, SANE will offer a tailored approach to customer<br />
focused solution delivery.<br />
The implementation of a distributed workplace solution will require the<br />
active participation of a multi-disciplinary team both from within the<br />
organisation as well as involving external consultants. The exact<br />
composition of the team will depend on factors such as the skills within<br />
each organisation, timescales <strong>and</strong> resource availability.<br />
The generic project process is suitable for complex projects involving large<br />
organisations working across a number of locations. It may, however, be<br />
appropriate to abbreviate the process for some projects <strong>and</strong> the project<br />
team will need to decide which steps to omit or streamline. The<br />
abbreviated process is likely to involve less data gathering <strong>and</strong> more<br />
intuitive mapping of work styles on to work settings. Use of the fast-track<br />
process means the validation steps associated with the workplace solution<br />
will be pushed into the post-occupancy stage <strong>and</strong> the results of the<br />
validation will be applied on future projects.<br />
At each stage the goals <strong>and</strong> outputs are described <strong>and</strong> a number of<br />
potential tools <strong>and</strong> methods that could be used to gather the necessary<br />
information are listed. The choice of an appropriate methodology or tool<br />
will be dependent on a wide range of factors including size of organisation,<br />
organisational culture, timescale <strong>and</strong> project budget.<br />
It should be noted that this consultancy process relates to the development<br />
of a workplace strategy. The implementation of this strategy may simply<br />
result in better use of existing resources or the <strong>introduction</strong> of new ICT<br />
tools, changes in work process or the integration of sustainability issues<br />
into general process rather than the construction of new buildings or<br />
facilities which is the traditional ‘end result’ of workplace projects.<br />
implementation project. The implementation of a distributed working<br />
strategy will require careful planning involving all areas of the business.<br />
Critical issues to be considered include:<br />
• Costs <strong>and</strong> benefits of implementing the strategy (real estate savings,<br />
investment costs in IT <strong>and</strong> provision of business services)<br />
• Risks to business delivery<br />
• HR policies on remote working<br />
• Provision of training<br />
• Corporate br<strong>and</strong>ing<br />
• Maintenance of community <strong>and</strong> culture<br />
• Knowledge management<br />
• Management of teams <strong>and</strong> individuals<br />
• Confidentiality<br />
• Client perceptions<br />
• Provision of business services<br />
The widespread adoption of distributed working strategies is likely to result<br />
in a fundamental shake-up of the property procurement chain <strong>and</strong> major<br />
new players are likely to emerge who are able to combine expertise in<br />
workplace design, hotel management <strong>and</strong> service provision <strong>and</strong> IT<br />
delivery. Consultants will also find it necessary to cross traditional<br />
boundaries to provide integrated advice <strong>and</strong> strategies that address the<br />
issues listed above.<br />
Issues of sustainability, ICT <strong>and</strong> human communications must be<br />
considered alongside the issues that are more typically part of a workplace<br />
SANE IST-2000-25257 31
INTRODUCTION<br />
STRUCTURE OF DOCUMENT<br />
D3: the final space environment model, is divided into four sections.<br />
The changing workplace<br />
Chapters 1 – 3 chronicle the development of the changing workplace, from<br />
office factory to the many varieties of distributed workplace necessitated by<br />
the rise in importance of knowledge work. This section deals with the<br />
influences that have brought about this change, the forms that the change<br />
have taken, <strong>and</strong> concludes with an assessment of traditional forms of<br />
workplace measurement, finding them inadequate to deal with a<br />
sustainability-grounded approach.<br />
Sustainable work environments<br />
Chapters 10 – 12 examine the physical implications for the built<br />
environment of distributed working, provide examples of shared workplace<br />
solutions <strong>and</strong> conclude with some suggestions for measurement tools that<br />
derive from sustainability-grounded rather than shorter-term, traditional<br />
values.<br />
Towards a space environment model<br />
Chapters 4- 6 trace the development of the SANE space environment<br />
model, beginning with a discussion of the rise of the need for distributed<br />
workplaces, outlining early models of distributed space use <strong>and</strong> accounting<br />
for the incremental development of the SANE space environment model,<br />
from its initial to its final manifestation.<br />
A SANE strategy<br />
Chapters 7 – 9 begin with a generic methodology for the creation of a<br />
SANE strategy for workplace provision, chart its implementation <strong>and</strong><br />
provide detailed costing tools to underline the business case for workplace<br />
evaluation in a changed business, organisational <strong>and</strong> sustainably-driven<br />
climate.<br />
32 SANE IST-2000-25257