Optimising workspace for a US Bank

Region

US East

Scale

Large
Objectives
  • Understand how the workspace is actually being used
  • Identify ways to better utilize underused or misaligned areas
  • Identify additional education or awareness topics for the workplace
  • Avoid unnecessary renovation costs or furniture changes by maximizing the existing space
Challenges
  • Overcrowding reported, yet badge access data showed underutilisation overall
  • Workspaces not being used as intended, creating inefficiencies
  • Attendance clustered on specific days and on specific floors while others were underutilized
Approach
  • MovePlan conducted a two-week Workplace Observation Study
  • Employee utilization was mapped across traditional workspaces, training rooms, collaboration areas, focus areas and private meeting rooms
  • Heat maps and activity logs were analyzed to identify peak-day patterns / bottlenecks
  • Collaborated with senior management to turn insights into practical recommendations
Results
  • Provided evidence-based recommendations, optimising existing space without disruptive renovations
  • Recommended repurposing of underused areas
  • Recommended intentional staggering attendance across the entire week to reduce peak-day congestion
  • Recommended considering alternate seating strategies to unlock the full potential of the workspaces
  • Agreed to launch a seating pilot supported by a change management program that incorporates new ways of working

“Data alone tells us what is happening, but observation tells us why. That insight is invaluable and when brought together with other data points like badge and survey data, allows recommendations to be formed that makes optimisation not just possible, but essential and effective.”

Overview

A major US national bank was receiving frequent requests from business units for additional workspace citing a shortage of desks and collaboration spaces in the building. The volume of requests seemingly indicated potential capacity issues, however badge access data suggested that the office was far from capacity.

Senior management wanted clarity around whether the office was truly overcrowded, or whether there was an opportunity to use existing space more effectively. To answer this, the bank engaged MovePlan to conduct a Workplace Observation Study.

Approach: observing people, not just spaces

At MovePlan, our focus is on how people actually use a workplace. While sensors and data can highlight occupancy trends, they don’t explain the reason(s) why spaces are used in a particular way or if spaces are being used for their intended purpose. Over the course of two weeks, our team conducted several rounds of observations each day, with over 600 work points observed. During each round we noted occupancy and took particular note on how each of the spaces was being used. The observational rounds were conducted at several different points throughout the day to capture a holistic view on how the office is used throughout the entire day.

“When a space is not being used to its fullest potential, we consider how to reclaim it or reimagine it for use that is actually effective at a business and enterprise level. This allows us to make more people-first as well as cost effective recommendations to our clients.” Chris Colón, Workplace Project Director

Findings: behaviour drives space usage

Our in-depth study revealed clear misalignment between design intent and actual use. For example, the observation team found the following:

  • Training room: although it appeared to be occupied for 60% of the time, it was mainly used for activities other than training
  • Collaboration spaces: while intended for team work, these areas were often used for individual work
  • Private meeting rooms: while this space is meant for meetings that often require screen sharing or AV, they were often used for individual activities

These findings led to important conversations with leadership about the need for a change management program. The program elements can include alternative seating strategies and guidance to drive new ways of working, behaviours and team norms.

The observation study also uncovered attendance clustering as a major factor in the teams’ feedback on the inability to find space to work. Many came into the office on Mondays and Tuesdays, causing crowded conditions - yet midweek and end of week occupancy remained low. MovePlan recommended intentional staggering attendance across the entire week, allowing the bank to better balance demand and make the most of its existing workspace.

“Data alone tells us what is happening, but observation tells us why. That insight is invaluable and when brought together with other data points like badge and survey data, allows recommendations to be formed that makes optimisation not just possible, but essential and effective.” Chris Colón, Workplace Project Director

Results: making spaces work optimally

By combining observation with data, the MovePlan team was able to analyse the findings and provide recommendations that enabled the bank to make informed decisions about its space. These were shared with leadership to embrace a change management strategy, manage occupancy more effectively and enhance the employee experience, all without building new facilities.

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