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“What do you make of this?”



Making Assessment Actionable:
Some Techniques for Translating Research
Findings into Strategies for Learning Spaces


       ©brightspot strategy 2011 All Rights Reserved.          November 5, 2011
                                                        PKAL Learning Space Collaboratory   1
what do you make of this?

 ✓   Interviews                                                            Now	
  what?	
  
 ✓   Observations
 ✓   Shadowing
 ✓   Diaries
 ✓   Workshops
 ✓   Benchmarking
 ✓   Tours / Visits
 ✓   Surveys
 ✓   Trending
 ✓   Utilization
 ✓   Outcomes
                                                                              flickr maartmeester

          ©brightspot strategy 2011 All Rights Reserved.   PKAL Learning Space Collaboratory    2
process




     ©brightspot strategy 2011 All Rights Reserved.   PKAL Learning Space Collaboratory   3
gathering the right information
 To develop the right learning space strategy, you need the right
 information, at the right time, reviewed by the right people.


 1.  Assess relative to a goal
 2.  Compare before and after
 3.  Balance breadth and depth
 4.  Don’t reinvent the wheel
 5.  Know what you’ll do with
     the results
 6.  Accept limitations


Further reading: http://www.brightspotstrategy.com/2011/04/20/6-tips-on-
space-performance-assessment/

                    ©brightspot strategy 2011 All Rights Reserved.         PKAL Learning Space Collaboratory   4
learning space strategy process




VISIONING             RESEARCH AND PROFILES and                         SPACE       DESIGN
                      ANALYSIS     SCENARIOS                            PROGRAMMING
Determining the       Understanding       Creating profiles & Quantifying,                 Translating the
goals & vision for    patterns in space, accommodation        qualifying space             strategy into a
the future            services, & culture scenarios           needs                        design

Visioning Sessions    Workshops                   Personas / Profiles   Space programming Design concepts
Interviews            Online Staff Surveys Program scenarios            Room data sheets   References
Benchmarking          Utilization Studies         Business Case         Reviews            Review workshops
Tours                 Observations                                                         Pilot Projects


                ©brightspot strategy 2011 All Rights Reserved.           PKAL Learning Space Collaboratory    5
design strategy
Design strategy is a way
of focusing and guiding
the design process to
create value by balancing
user needs with
organizational goals.




          ©brightspot strategy 2011 All Rights Reserved.   PKAL Learning Space Collaboratory   6
analysis and synthesis
Throughout the process, you’ll be comparing an analysis of the
current state with your future desired state (or current “ideal”
state) and synthesizing ways to address these “gaps.”


                                            CONCEPTS



                                                    GAP
        CURRENT                                                    FUTURE
                                              ANALYSIS


                                             FINDINGS

         ©brightspot strategy 2011 All Rights Reserved.   PKAL Learning Space Collaboratory   7
5 suggestions




     ©brightspot strategy 2011 All Rights Reserved.   PKAL Learning Space Collaboratory   8
look for patterns                                                                                    1
Look for patterns across different data/methods, user types,
locations, and times – what surprises you? what confirms or
questions your hypothesis? Use tools that force synthesis.


                                                11% Core
   Ad Hoc Mtg
       27%                                      8% Campus

                                                8% Building
                                                                                                ad hoc
     F2F Mtg                                                                                    persona from
      15%                                                                                       NC State	
  

    Tel/VC 6%


     20%            Allocation
   Email & IM         of space                  73% Indiv

                      doesn’t
   Indiv Work        align with
      32%           time spent
     TIME                                    SPACE               wordle from Carleton PBL	
  

                ©brightspot strategy 2011 All Rights Reserved.   PKAL Learning Space Collaboratory     9
synthesize with end users                                                                     2
Gather the data you’ve collected and review it with your users /
clients to create the findings together – they have the context
and can help with sense-making and prioritizing.




         ©brightspot strategy 2011 All Rights Reserved.   PKAL Learning Space Collaboratory   10
don’t just focus on what’s missing                                                                       3
Avoid the temptation to see the present as all flaws and the
future as all rosy – find what’s working now and build on it.
Who are the lead users who you can support and scale up?




                                                                             Future info
                                                                                        rmationist
                                                                                                     office?	
  




                                 UMass Amherst Bio
                                                                          tor?	
  
                                                                  ’s Inven
                                 Active Learning	
  
                                                          Camelbak

         ©brightspot strategy 2011 All Rights Reserved.     PKAL Learning Space Collaboratory                  11
play “what if?”                                                                                 4
As you’re reviewing different findings, assumptions may
constrain your thinking – play “what if?” to remove them
temporarily and see from a different perspective.
                                                                               Subway Libraries
                                                                               Concept (unbuilt)	
  




     NOT “HOW MANY
      CAN FIT?” BUT
       “WHAT’S THE
     RIGHT NUMBER?”



         ©brightspot strategy 2011 All Rights Reserved.   PKAL Learning Space Collaboratory            12
prioritize relative to goals/vision                                                                               5
      When creating findings from research and assessment,
      constantly checking back to goals and vision helps to prioritize
      the results and find opportunities to make progress right away.

                                                                                                           prioritized
                                          Metrics?	
   Culture?	
                                          findings are


                         ✗	
  
              Hard




                                                                                                           tools for
                                                                                                           decision
Difficulty*




                                                                                                           making

                                                                 Tech?	
  
                                                 Spaces?	
  

                                Pilots?	
  
                                                      ✓	
      Furniture?	
  
              Easy




                                              Services?	
  
                            Quick
                            Wins?

                        Low                         High
                              Impact*                                               A “next day” pilot
                     *just a guess to demonstrate methodology
                           ©brightspot strategy 2011 All Rights Reserved.       PKAL Learning Space Collaboratory     13
recap
Moving from findings to recommendations is messy. You must
constantly analyze what is and conceive of what’s yet to be –
seeing things from different perspectives, embracing ambiguity,
and finding ways to communicate and get feedback on your ideas.

1.  Look for patterns
2.  Synthesize with your users
3.  Don’t just focus on what’s
    wrong / what’s missing?
4.  Play “what if?”
5.  Relentlessly prioritize
   Also: Have fun!


          ©brightspot strategy 2011 All Rights Reserved.   PKAL Learning Space Collaboratory   14
resource: www.learningspacetoolkit.com
A freely-available resource to help institutions plan informal,
technology-rich learning spaces, created by NC State, brightspot,
and DEGW and funded by IMLS. Uploads begin soon. Feedback?




         ©brightspot strategy 2011 All Rights Reserved.   PKAL Learning Space Collaboratory   15
presentation link:




www.bit.ly/PKALaction
(case sensitive)




       ©brightspot strategy 2011 All Rights Reserved.   PKAL Learning Space Collaboratory   16
thanks!




Elliot Felix
elliot@brightspotstrategy.com
www.brightspotstrategy.com
(347) 960-6365
@brightspotter
@elliotfelix
          ©brightspot strategy 2011 All Rights Reserved.   PKAL Learning Space Collaboratory   17

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Brightspot what do you make of this - pkal lsc 11

  • 1. “What do you make of this?” Making Assessment Actionable: Some Techniques for Translating Research Findings into Strategies for Learning Spaces ©brightspot strategy 2011 All Rights Reserved. November 5, 2011 PKAL Learning Space Collaboratory 1
  • 2. what do you make of this? ✓ Interviews Now  what?   ✓ Observations ✓ Shadowing ✓ Diaries ✓ Workshops ✓ Benchmarking ✓ Tours / Visits ✓ Surveys ✓ Trending ✓ Utilization ✓ Outcomes flickr maartmeester ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 2
  • 3. process ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 3
  • 4. gathering the right information To develop the right learning space strategy, you need the right information, at the right time, reviewed by the right people. 1.  Assess relative to a goal 2.  Compare before and after 3.  Balance breadth and depth 4.  Don’t reinvent the wheel 5.  Know what you’ll do with the results 6.  Accept limitations Further reading: http://www.brightspotstrategy.com/2011/04/20/6-tips-on- space-performance-assessment/ ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 4
  • 5. learning space strategy process VISIONING RESEARCH AND PROFILES and SPACE DESIGN ANALYSIS SCENARIOS PROGRAMMING Determining the Understanding Creating profiles & Quantifying, Translating the goals & vision for patterns in space, accommodation qualifying space strategy into a the future services, & culture scenarios needs design Visioning Sessions Workshops Personas / Profiles Space programming Design concepts Interviews Online Staff Surveys Program scenarios Room data sheets References Benchmarking Utilization Studies Business Case Reviews Review workshops Tours Observations Pilot Projects ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 5
  • 6. design strategy Design strategy is a way of focusing and guiding the design process to create value by balancing user needs with organizational goals. ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 6
  • 7. analysis and synthesis Throughout the process, you’ll be comparing an analysis of the current state with your future desired state (or current “ideal” state) and synthesizing ways to address these “gaps.” CONCEPTS GAP CURRENT FUTURE ANALYSIS FINDINGS ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 7
  • 8. 5 suggestions ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 8
  • 9. look for patterns 1 Look for patterns across different data/methods, user types, locations, and times – what surprises you? what confirms or questions your hypothesis? Use tools that force synthesis. 11% Core Ad Hoc Mtg 27% 8% Campus 8% Building ad hoc F2F Mtg persona from 15% NC State   Tel/VC 6% 20% Allocation Email & IM of space 73% Indiv doesn’t Indiv Work align with 32% time spent TIME SPACE wordle from Carleton PBL   ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 9
  • 10. synthesize with end users 2 Gather the data you’ve collected and review it with your users / clients to create the findings together – they have the context and can help with sense-making and prioritizing. ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 10
  • 11. don’t just focus on what’s missing 3 Avoid the temptation to see the present as all flaws and the future as all rosy – find what’s working now and build on it. Who are the lead users who you can support and scale up? Future info rmationist office?   UMass Amherst Bio tor?   ’s Inven Active Learning   Camelbak ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 11
  • 12. play “what if?” 4 As you’re reviewing different findings, assumptions may constrain your thinking – play “what if?” to remove them temporarily and see from a different perspective. Subway Libraries Concept (unbuilt)   NOT “HOW MANY CAN FIT?” BUT “WHAT’S THE RIGHT NUMBER?” ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 12
  • 13. prioritize relative to goals/vision 5 When creating findings from research and assessment, constantly checking back to goals and vision helps to prioritize the results and find opportunities to make progress right away. prioritized Metrics?   Culture?   findings are ✗   Hard tools for decision Difficulty* making Tech?   Spaces?   Pilots?   ✓   Furniture?   Easy Services?   Quick Wins? Low High Impact* A “next day” pilot *just a guess to demonstrate methodology ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 13
  • 14. recap Moving from findings to recommendations is messy. You must constantly analyze what is and conceive of what’s yet to be – seeing things from different perspectives, embracing ambiguity, and finding ways to communicate and get feedback on your ideas. 1.  Look for patterns 2.  Synthesize with your users 3.  Don’t just focus on what’s wrong / what’s missing? 4.  Play “what if?” 5.  Relentlessly prioritize Also: Have fun! ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 14
  • 15. resource: www.learningspacetoolkit.com A freely-available resource to help institutions plan informal, technology-rich learning spaces, created by NC State, brightspot, and DEGW and funded by IMLS. Uploads begin soon. Feedback? ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 15
  • 16. presentation link: www.bit.ly/PKALaction (case sensitive) ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 16
  • 17. thanks! Elliot Felix elliot@brightspotstrategy.com www.brightspotstrategy.com (347) 960-6365 @brightspotter @elliotfelix ©brightspot strategy 2011 All Rights Reserved. PKAL Learning Space Collaboratory 17