How the SAGE Post Occupancy Evaluation is Conducted

Each year, SAGE leads this educational effort in many setting types including independent living, assisted living, skilled nursing, and hospice environments.

The key to the SAGE POE is the multi-disciplinary perspective that the review team brings to the process. A POE team typically consists of the following key experts who are members of SAGE:

  • Clinicians– Medical directors or directors of nursing
  • Providers – Administration and staff
  • Consumers - Residents and family members
  • Architects – Involved in design for aging
  • Interior Designers – Involved in design for aging
  • Academicians/Researchers – University based or independent
  • Specialty Consultants – Involved in design for aging issues
  • Regulators – Government officials responsible for the creation and enforcement health care codes and standards

Reviewers spend one day touring the environment, speaking to administrative staff, direct care staff, designers, and residents. The review team then assembles a presentation to share at the annual Environments for Aging conference.

SAGE design principles are the foundation for conducting the POE. The review committee also uses SAGE POE guideline created in conjunction with the Institute on Aging and Environment at the University of Wisconsin, Milwaukee. This worksheet provides a loose framework for the evaluation.

The presentation is not aimed at rating the project in comparison with others, like a design competition. The focus of the POE presentation involves multiple objectives including:

  • An identification of the successful outcomes that were achieved in light of the SAGE Design Principles and the owner’s goals and objectives
  • A suggestion of the opportunities for improvement in the environment, again through the lens of the SAGE Design Principles
  • A sharing of the “lessons learned” from the end users of the senior living environment

PICTURED: The 2019 SAGE POE team included a former regulator, a provider, a researcher, an interior designer, an educator/gerontologist, and two architects. From left: Skip Gregory, Steve Lindsey, Keith Gray, Kelley Hoffman, Migette Kaup, Amy Carpenter, Russell McLaughlin, and LuAnn Thoma-Holec (Thoma-Holec Design). 

SAGE POE team members interview residents, staff, and family members during the POE onsite. 

Want to serve on a POE review team?  Contact Us.

Want to suggest a facility for us to review? Contact Us.

The SAGE POE Program is generously supported by J+J Flooring Group. 


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