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    Findings, fashion, and futurework: A look at facility-

    related research.

    Linda M. CohenManagement Department

    The Wharton School

    IFMA Utilities Council Meeting, May 6, 2002.

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    3 Key Goals:3 Key G

    oals: a feel for the value of researcha feel for the value of research

    awareness of different kinds of researchawareness of different kinds of researchapproachesapproaches

    flavor of work on behavior in the work flavor of work on behavior in the work environmentenvironment

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    Overview

    1. So what??

    2. Info-based FM decision-making

    3. Research

    questions : fashion and other findings methods for getting answers FM research examples

    1. Trends in work environment research2. Links to key management concerns (So what?

    revisited)

    3. Future work: challenges and opportunities

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    So what??

    Research??!!

    F M

    FM

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    So what??

    Clue:

    Enron Vice President Sherron Watkins, left, and former Chief Executive Officer Jeffrey Skilling, right, aresworn in on Capitol Hill. (Ron Edmonds/AP Photo)

    source: ABC News.com

    Enron Audit Committee Chairman Robert Jaedicke (right).

    source: BusinessWeek, May 6, 2002, p.71

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    Accountability!As top management and shareholders

    increasingly scrutinize FM decision-making, the use of research to support

    facility decisions is becoming more

    important.(think of REITs)

    So what??

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    evolution of the field

    performance

    microscope

    decisionmicroscope(shifts to)

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    EvolutionEvolution of information driving FMdecisions

    1. internal feedback:maintenance/operations requests,special projects, cost/time performance

    Info-based FM decision-making

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    Evolution Evolution of information driving FMdecisions

    1. Internal feedback: maintenance/operations

    requests, special projects, costs, cost/time performance

    2. Research on trends : benchmarking

    competitors best practices, or internal patterns (track record)

    3. Other FM research : When? How?

    Why? (internal and external)

    Info-based FM decision-making

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    questions

    methods for getting answers

    examples

    Types of research driving FM

    decision-making

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    3 types3 ty pes

    Research: Questions

    1. Descriptive : describewhat s going on

    ????

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    2. Relational :look atrelationships

    between 2 or

    more variables ??

    ????

    Research: Questions

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    3. Causal : look atwhat causes oraffects outcomes &how/when thisoccurs

    ??

    ??

    ??

    Research: Questions

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    Info-based FM decisions1. Internal feedback:

    2. Research on trends : benchmarking competitors best practices,or internal patterns (track record)

    3. Other FM research : When? How? Why? (internal andexternal)

    Research Qs

    descriptive?? ??

    relational

    causal

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    Research on trends : benchmarking competitors best practices,

    or internal patterns (track record)

    Other FM research : When? How? Why? (internal andexternal)

    descriptive

    ????

    relational

    causal

    Q: Whats more important:Q: Whats more important:

    trends ortrends or when/how/why?when/how/why? research?research?

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    A: NOT an either/or choiceA: NOT an either/or choice

    Example: Qs from my work on M&A

    1. What are the facility trends in M&A companies,and how does this compare to non-M&Acompanies?

    2. Is there a significant effect of M&A on facilityoutcomes?

    3. Can we develop & test a model for M&A facilitystrategy outcomes?

    BOTH are of value ! Ideally , use informationfrom both findings and fashion

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    A: NOT an either/or choiceA: NOT an either/or choice

    Current Trend?

    Yes

    No

    NoYes

    +ve effects of

    natural elements participatory design

    Co-location of

    team members

    QWERTYkeyboard

    Status-based spaceallocation

    Asbestos in ceilingtiles

    (to be discovered:dont know effect of X, but few do it)R

    esearchevidencein

    support?

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    Whether trend or how/when/why? ,good research will tell you:

    Are observed differences meaningful?

    Are these differences important?

    Are the findings applicable to my company?

    Can we make predictions about the future?

    Info-based FM decision-making

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    Overview:

    1. So what??

    2. Info-based FM decision-making

    3. Research

    questions: fashion and other findings methods for getting answers FM research examples

    1. Trends in work environment research2. Links to key management concerns (So what?

    revisited)

    3. Future work: challenges and opportunities

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    surveys (telephone, mail, interviews)

    case studies (single or comparative)

    experiments quasi-experiments

    theory-based

    Research: Methods for Getting Answers

    There are many (!!) ways to go about gettinganswers. The most popular in FM-relatedresearch are:

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    Research examples: 1. Experiments

    a) Rochester Methodist Hospital

    Source: Trites, D. K., Galbraith, F. D., Jr., Sturdavant, M., & Leckwart, J. F.

    1970. Influence of Nursing-Unit Design on the Activities and SubjectiveFeelings of Nursing Personnel. Environment and Behavior 2(3): 303-334.

    Radial Single-corridor 2ble corridor

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    a) Rochester Methodist Hospital

    Basic form of the experiment:

    randomlyassigned to

    samplesample population population

    experimentalexperimentalconditionsconditions

    (treatments)(treatments)

    observeobserveoutcomesoutcomes

    hospital

    nursingunit staff

    Radial

    Single corr.

    2ble corr.

    time spent with patients time traveling to& from rooms preferences of nursing staff,

    physicians &

    patients

    Research examples: 1. Experiments

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    randomly

    assigned to

    sample

    population

    experimental

    conditions(treatments)

    observeoutcomes

    PROS??

    Research examples: 1. Experiments

    x CONS??

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    x CONS:x

    $$$$x time, resourcesx risk that some of the

    designs are very

    inefficient (morewaste of resources)x cant often randomly

    assign groups to

    different treatments

    PROS:findings are veryconvincing becauseother factors that mightmake a difference areruled outsaves $$$ later on: canapply knowledge allfuture work builds FM knowledge base

    Research examples: 1. Experiments

    randomly

    assigned to

    sample

    population

    experimentalconditions

    (treatments)

    observeoutcomes

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    b) Impact of energy-efficient lighting strategies

    Research examples: 1. Experiments

    Katzev, Richard. 1992. The impact of energy-efficient office lighting strategies onemployee satisfaction and productivity. Environment & Behavior 24(6): 759-778.

    assigned toALL

    samplesample population population

    experimentalexperimentalconditionsconditions

    (treatments)(treatments)

    observeobserveoutcomesoutcomes

    24 officeworkers:divided

    into 4

    groups

    lighting B

    lighting C

    lighting D

    task performance(e.g. error detection, dataentry, typing)

    preferences mood

    lighting A

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    c) Western Electric Co. Hawthorne Works

    Note: Sometimes, a series of experiments are needed torule out other explanations for outcomes!!

    Most famous example:

    Research examples: 1. Experiments

    TRANSMITTER TESTSCD 1966086 E&MP33.019

    Electric Power no date

    The National Museum of American History

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    Research examples: 2. Quasi -exper im en ts

    a) Relocation of a government agency fromtraditional to open-plan offices

    Source: Zalesny & Farace. 1987. Traditional versus Open Offices: A

    Comparison of sociotechnical, social relations, and symbolic meaningperspectives. Academy of Management Journal 30(2): 240-259.

    May 1982 Feb. 1984

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    Research examples: 2. Quasi -exper im en ts

    a givena givenpopulation:population:

    initialinitialconditionsconditions

    changedchangedconditionsconditions

    Basic form of the quasi-experiment:

    a) Relocation of a government agency

    govtagencyat oldsite

    1982: pre-move

    survey

    1984: post-move

    survey

    makemakeobservationsobservations

    makemakeobservationsobservations

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    Research examples: 2. Quasi -exper im en tsa) Relocation of a government agency

    Some before /after output:

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    Research examples: 2. Quasi -exper im en ts

    a given population:a given population: initialinitialconditionsconditions

    changedchangedconditionsconditions

    b) R&D and Marketing co-location

    Van den Bulte, C. & Moenaert, R. K. 1998. The effects of R&D team co-

    location on communication patterns among R&D, marketing, andmanufacturing. Management Science 44(11, Part: 2): S1-S18.

    Belgiansubsid. of

    U.S.telecom.

    company:8 teams

    1988:R&D teams

    dispersedamong

    marketing &operations

    1990:new R&D

    facility withoffices in

    close proximity

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    Research examples: 3. Surveysa) Underfloor Task Ventilation

    Source: Hedge, Alan; Michael, Abigail T; Parmelee, Sharon L. 1993. Reactions of

    office workers and facilities managers to underfloor task ventilation inoffices . Journal of Architectural & Planning Research 10(3): 203-218.

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    Research examples: 3. Surveysa) Underfloor Task Ventilation

    Some survey output:Never Very Occasion Often Very Alway

    Rarely Often

    TEMP. SATISFACTORY

    TOO WARM

    TOO COOL

    TEMP. TOO VARIABLE

    VENTIL. SATISFACTRY.

    CMFRTBL. AIR MVMNT. Hedge, Michael & Parmelee, 1993, p.210

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    Research examples: 3. Surveysa) Underfloor Task Ventilation

    Some survey output:Never Very Occasion Often Very Alwa

    Rarely Often

    VENTIL. SATISFACTRY.

    CMFRTBL. AIR MVMNT.

    TOO LITTLE AIR MVMNT

    UNCOMFRTBL. DRAFTS

    AIR TOO DRY

    AIR FRESH Hedge, Michael & Parmelee, 1993, p.210

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    Research examples: 3. Surveysa) Underfloor Task Ventilation

    a given populationa given populationOR OR

    a subseta subset (could be a random

    sample) ::

    initialinitial

    conditionsconditions

    changedchanged

    conditionsconditions

    Basic form of surveys:

    administeradministersurveysurvey

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    Research examples: 3. Surveys

    b) Stimulus-screening

    Source: Oldham, Greg R., Kulik, Carol T., Stepina, Lee P. 1991.Physical Environments and Employee Reactions: Effects of Stimulus-Screening Skills and Job Complexity. Academy of Management Journal 34(4): 929-938.

    vs.vs.

    d

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    Research examples: 4. Case studies

    a) Environmental deprivation

    Source: Mazumdar, Sanjoy. 1992. "Sir, please do not take away mycubicle": The phenomenon of environmental deprivation.

    Environment & Behavior 24(6): 691-722.

    15-mo. on-site naturalistic study of a large NE US company,using observations, participation & open-ended interviews

    4 C di

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    Research examples: 4. Case studies

    Typical output:

    (describing what happened when supervisors losttheir larger work stations)

    ...They moaned and bitched about it for about a month. And then they just realized that therewasnt any sense talking about it anymore and

    they stopped. It does not mean they feel good about it, it just means they stopped talking

    about it. (Mazumdar, 1992, p.704)

    4 C di

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    Research examples: 4. Case studies

    a given populationa given populationOR OR

    context of interestcontext of interest ::

    intensive observationsintensive observations

    activity over time

    Basic form of case studies:

    4 C di

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    Research examples: 4. Case studies

    b) Office case study: social behavior

    Source: Dumesnil, Carla D. 1987. Office case study: Social behavior in

    relation to the design of the environment. Journal of Architectural & Planning Research 4(1): 7-13.

    traces the re-design processof a small office

    analysis of social behaviorproblems to determine

    design solutions

    used environmentalpsychology literature

    4 C di

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    Research examples: 4. Case studiesb) Office case study: social behavior

    Overview:

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    Overview:

    1. So what??

    2. Info-based FM decision-making3. Research

    questions: fashion and other findings

    methods for getting answers FM research examples

    1. Trends in work environment research2. Links to key management concerns (So what? revisited)

    3. Future work: challenges and opportunities

    T d i k i h

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    Survey of articles on corporate workplaceenvironments appearing in top design-behavior &

    management journals over the past 20 years:

    Design Management48 11

    Generally, many similarities in terms of the outcomes,scale and characteristics of the physical environment,

    the user groups considered, andthe research methods used.

    Trends in work environment research:

    T d i k i h

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    Research methods: survey*, casestudies, quasi-experiments, experiments, contentanalysis, descriptive

    Outcomes of interest: behavior/action, attitudes/perceptions ,

    physical state, social processes, architectural

    User groups: individual, groups ,organizational, society

    Trends in work environment research:

    T d i k i h

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    Physical scale of analysis: generalwork setting/office, building, workstation, extra-organizational settings

    PPE characteristics: design*,ambient conditions , projects, location, control/privacy,specific room types

    Trends in work environment research:

    Li k t k t

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    Links to key management concerns (So what? revisited)

    Why management should care? Research??!!

    C E O

    CEO

    Li k t k t

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    Links to key management concerns Some themes in management research

    technology innovation e.g. geography of knowledge spillovers

    corporate governance e.g. how does company territory, HQ citycharacteristics & owner location affect the compositionof boards of directors?

    teamwork and coordination e.g. R&D activity, high-velocity environments

    alliances, joint ventures & multinationalmanagement

    e.g.how to collaborate across company boundaries andterritories?

    Li k t k t

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    Links to key management concerns Also...

    facility interventions are often required as a resultof many business strategies

    can have far-reaching scope

    can require significant planning &coordination

    these interventions can have important strategic andperformance consequences!

    e.g. many claim that facility strategies will affectM&A integration process and performanceoutcomes; these issues are often cited as factors

    when M&A are unsuccessful

    Future Work:Future Work:

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    1. Encouraging education Conferences, onsite, and formal! Also need to

    raise awareness of research opportunitieswithin every company, as well as how tocritically look at research findings.

    1. Encouraging & supporting research IFMA Foundation does a good job at this! Also,

    FM programs, but need more FM execs on board too. Need to lobby government for state funding of our built resources!

    Future Work:Future Work:ChallengesChallenges & opportunitiesopportunities

    Future Work:Future Work:

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    Future Work:Future Work:ChallengesChallenges & opportunitiesopportunities

    3. Shifting mindsetmore collaboration & information sharing

    3. Getting publicly available datadifficult to accomplish without regulatory

    support!3. Bridging the gap between managers and

    facility managers

    Future Work:Future Work:

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    Future Work:Future Work:Challenges & opportunitiesopportunities

    work is being done in other areas thatmay be relevant to FM

    e.g. effect of the internet on organizationalrelationships (Hampton & Wellman, 2000, on the wiredsuburb)

    encouraging partnerships betweenindustry and academicse.g. every year several Cornell Masters

    students undertake research projects

    Future Work:Future Work:

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    Future Work:Future Work:Challenges & opportunitiesopportunities

    optimistic outlook : Growing interest in

    physical environment by managers &management researchers

    e.g. 2 nd annual Wharton Technology Mini-conferenceApril 02

    so much that remains unexplored!

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    Is research THE answer to allFM challenges?

    Sadly, no - but it isis an important tool for an important tool for