Work Space Requirements Questionnaire

Facilities Check List
Practical, step-by-step guides for the busy FM
July 2002

Work Space Requirements Questionnaire

When designing space, understanding the needs of occupants is paramount. The following questionnaire should be used when you wish to survey individuals about their work-space requirements. Most likely you will need to customize this document to meet the needs of your project.

Questions are structured to avoid soliciting opinions about satisfaction with existing work arrangements. Where opinions are requested, they pertain to ease or difficulty of performing work.

This list of questions is exhaustive, and necessarily so. Creating a comfortable, productive work environment is no small task. It requires training and preparation. Tools such as this questionnaire, which appears in BOMI Institute’s Facilities Planning and Project Management course, can help you learn to meet the needs of your customers.

  1. General Data
      Name
      Title or Position
      Department or Organization
      Present Location (building, section, floor, room no., etc.)
      Date Information Submitted
      Phone Number
  2. When you are in your office/work space, how is the space used? Please describe the kinds of work activities and processes that go on in your work/office space in a typical month by estimating the percentage of time you spend on each of the following in that space:Percentage (%)
      _____% Writing/dictating (letters, reports, memos, etc.)
      _____% Reading (letters, reports, memos, etc.)
      _____% Typing, word processing, calculating, computing
      _____% Filing/retrieving files
      _____% Meeting with others
      _____% Talking on the telephone
      _____% Other—describe
  3. How often do you have to schedule meetings in rooms other than your office/work space because your regularly assigned space is too small, inadequately equipped, or insufficiently private?
      _____ Once a day
      _____ Once a week
      _____ Once a month
      _____ Never
      _____ My job does not require me to hold meetings.
  4. If you use your office/work space for meetings, discussions, or interviews, typically how many people are present, not including you?
      _____ No meetings are held in my office/work space
      _____ One person other than me
      _____ Two persons
      _____ Three persons
      _____ Four or more persons other than me
  5. If you had the space available in your own office/work space, would your work be made more effective by having people attend such meetings? If so, please indicate ideally how many people your work space should accommodate:
      _____ The same number of people I indicated for item 4.
      _____ One person other than me
      _____ Two persons
      _____ Three persons
      _____ Four or more persons other than me
  6. To what extent is visual privacy necessary in your meetings?
      _____ My job does not require me to hold meetings.
      _____ None of my meetings require visual privacy.
      _____ Some of my meetings require visual privacy.
      _____ Most of my meetings require visual privacy.
      _____ All of my meetings require visual privacy.
  7. To what extent is acoustical privacy necessary in your meetings?
      _____ My job does not require me to hold meetings.
      _____ None of my meetings require acoustical privacy.
      _____ Some of my meetings require acoustical privacy.
      _____ Most of my meetings require acoustical privacy.
      _____ All of my meetings require acoustical privacy.
  8. Please check off on the list below any furniture items located outside your immediate office/work space that you share with others:
      _____ Desk
      _____ Work table or credenza
      _____ Conference table
      _____ Bookcase(s)
      _____ File cabinet(s)
      _____ Other (please describe)
  9. How do such space and furniture sharing arrangements interfere with your productivity?
      _____ Not at all
      _____ Computer not available
      _____ Not enough file space
      _____ Not enough privacy
      _____ Not enough workspace
  10. How much information that you receive or produce do you store or file for future reference (as opposed to discarding it)?
      _____ 75% or more
      _____ 50% to 74%
      _____ 25% to 49%
      _____ 0% to 24%
  11. How long does the work usually remain in your work area?
      _____ A few hours
      _____ A day
      _____ A week
      _____ A month
  12. How does work arrive at your desk?
      _____ In large stacks
      _____ One thing at a time
      _____ Unpredictable
  13. Where do you store uncompleted work?
      _____ On work surface
      _____ In file drawers
      _____ On shelves
      _____ In mobile file unit
      _____ Other
  14. Below, you will find a list of materials. Indicate the four materials you use the most (1 = most, 4 = least):
      _____ Looseleaf binders
      _____ Books
      _____ Computer printouts
      _____ Video tapes
      _____ Removable hard disks
      _____ Computer diskettes
      _____ File folders
      _____ Manuals/catalogs
      _____ Paper/forms
      _____ Flip chart paper/markers
      _____ Drawings 20 in. x 30 in. or larger
      _____ Oversize books or ledgers
  15. Does any of your work require lockable storage?
      _____Yes _____No
  16. How many four- and five-shelf bookcases do you regularly use in your present workspace/office, and how many do you need?
      _____ None
      _____ One
      _____ Two
      _____ Three
      _____ Four
      _____ Five or more
  17. Do you use a flat desk and/or table with drawer?
      _____ Yes _____No
  18. How many file drawers do you need? (Assume each drawer can store about 2Z|x linear feet of files; do not include files that could be archived elsewhere.)
      _____ None
      _____ One
      _____ Two
      _____ Three
      _____ Four
      _____ Five or more
  19. Do you share files with another person and need file space which can be easily moved from one space to another?
      _____ Yes _____No
  20. How many of your current file drawers contain dead files referred to infrequently and need to go to archival files?
      _____ 1 — 2 drawers
      _____ 3 — 5 drawers
      _____ 5 — 10 drawers
      _____ 11 — 15 drawers
      _____ Over 15 drawers
  21. Are the files in your immediate workstation contained in lateral file drawers?
      _____ Yes _____No
  22. If you use a copying machine frequently, where is it located?
      _____ I don’t use a copying machine.
      _____ In my own immediate work area
      _____ In a nearby adjacent area
      _____ Same floor, but at considerable distance from my desk
      _____ On a different floor
  23. How often do you use reference material (items you borrow and must return)?
      _____ Very frequently
      _____ Frequently
      _____ Infrequently
      _____ Very infrequently
  24. Where do you go for reference material?
      _____ Central library
      _____ Departmental library
      _____ Material kept in workstation
      _____ Other (specify)
  25. Do you have large graphic materials on display in your workstation?
      _____ Yes _____No
  26. Do you use a chalkboard or flipchart board in your immediate workstation for writing or planning?
      _____ Yes _____No
  27. How many business-related telephone conversations do you participate in during an average day, while in your own office/work space?
      _____ None
      _____ 1 — 5
      _____ 6 — 10
      _____ 11 — 20
      _____ 21 — 30
      _____ More than 30
  28. What portion of the above telephone conversations require privacy from your fellow staff members?
      _____ None
      _____ 1 — 25%
      _____ 26 — 50%
      _____ 51 — 75%
      _____ Over 75%
  29. . How many computers do you use at your workstation? (Include your laptop if you carry it back and forth to work/home.)
      _____ One exclusively
      _____ Mainly one; occasionally, others
      _____ Two
      _____ Three or more
  30. Where is the most frequently used printer located?
      _____ I don’t use a printer.
      _____ In own immediate work area
      _____ In a nearby adjacent work area
      _____ Same floor, but at considerable distance from my desk
      _____ On a different floor
  31. Place a check beside each of the following distractions in your current office/work space.
      _____ Machine noise
      _____ Nearby telephone rings and phone conversations
      _____ Other conversations in surrounding area
      _____ General noise
      _____ Background music
      _____ Public announcement system
      _____ Total quietness
      _____ Printers or other office equipment
      _____ Personal radios
  32. List the three people you must communicate most with personally during a typical work day:
      Name
      Department
      Location

        ___ Same floor
        ___ Adjacent space
        ___ Another floor
  33. Do you work in a team with any other individual or individuals?
      _____ Yes _____ No
  34. How long do your team assignments last?
      _____ A few days
      _____ A week
      _____ A month
      _____ A few months
  35. List the three other work groups with whom you communicate most frequently, in person, as part of your daily work:
  36. List the three individuals with whom you participate most frequently in conferences:
  37. How do you like to work? Check all that apply?
      _____ Desk facing workstation entry
      _____ Desk facing window area
      _____ Facing away from workstation entry
      _____ Conventional desk configuration
      _____ Long, narrow work surface
      _____ Table desk with conference seats
      _____ Low table with seating
      _____ Stand-up desk
      _____ Work area visually separated from rest of office
  38. What is the best arrangement for meetings you conduct?
      _____ I don’t conduct meetings.
      _____ Adjoining conference room
      _____ Within office comfortable seating area
      _____ At desk with chairs opposite

As a final note, all responses to such questionnaires should be reviewed and interpreted carefully, not followed verbatim. Occupants are very close to their work environments, and so it can be difficult for some to fully understand their own needs. They can sometimes understate or overstate their needs. Spot-checking written responses against actual conditions is suggested in some cases.