Cultural Values Change in the Rehabilitation of Historic Schools in Portugal

Despite the importance of the preservation of the historic built environment for the benefit of present and future generations, there is a lack of knowledge of the effects of architectural rehabilitation decisions on the cultural significance of historic buildings. Architectural heritage conservation literature has focused almost exclusively on providing principles and guidelines, describing intervention methodologies, and discussing predicted impacts of design on material values. This thesis argues that a focus on the actual effects is needed if the sociocultural sustainability of historic buildings significance is to be achieved. Supported by an extensive literature review and informed by personal insights from the researcher’s everyday practice, an adapted model of the Theory of Change based on Weiss (1995) was designed, providing a tool to evaluate the effects of rehabilitation on cultural significance [ERECS]. Using a selection of six recently rehabilitated historic secondary schools in Portugal (liceus), this research investigated architectural decisions and their effects on the cultural values of this building typology for education, focusing on three objectives, corresponding to three stages of interventions: understanding the existing cultural significance, identifying the design strategies applied and assessing the short-term effects of design decisions on the cultural values. Stressing the role of stakeholders in rehabilitation processes, data were collected from the buildings and architectural projects, the decision makers in the conservation process, and the school community. Although confirming that the evaluation of the effects of architectural decisions on cultural values is a complex task, the findings demonstrate that the historic liceus have historical, architectural and sociocultural values, and whilst strategies did not value social values, material cultural values were generally considered and preserved, contributing to the enhancement of intangible values. The implications of this theory-based and evidence-based research highlight the importance of evaluating actual effects for cultural heritage theory, architectural conservation practice and heritage management policy.

Alinhamento das práticas de responsabilidade social com a estratégia das instituições de ensino superior: um referencial de governação socialmente responsável gerador de confiança e reputação organizacional

A responsabilidade social é considerada fundamental para a conquista de vantagens competitivas organizacionais. A integração dos seus princípios na estratégia da organização, apresenta-se como uma linha orientadora do foco na satisfação de necessidades das partes interessadas internas e externas. As actuais limitações orçamentais têm afectado significativamente as Instituições de Ensino Superior, nomeadamente as localizadas no interior de Portugal continental, o que dificulta ainda mais a crescente diminuição de estudantes sendo necessário a implementação de estratégias de captação de estudantes nos vários ciclos, fases de idade e locais de proveniência. O sistema de gestão da responsabilidade social, referenciado na NP 4469.1:2008, apresenta um grande desafio ao modelo de gestão das organizações que o implementam, já que este sistema de gestão tem o potencial de optimizar os interesses das diversas partes interessadas. O foco da instituição passa a ser os das suas partes interessadas, maximizando os seus impactes positivos e minimizando os seus impactes negativos em resultado das suas actividades e decisões. O aumento da eficácia organizacional e a equidade dos interesses das partes interessadas, podem clarificar as funções estratégicas das Instituições de Ensino Superior. Os programas e práticas de responsabilidade social implementados nas Instituições de Ensino Superior do interior de Portugal continental são assim estrategicamente vistos, como um factor de diferenciação positiva face às suas congéneres e em consequência, assumido como um factor para a sua sustentabilidade. A presente investigação procura identificar um modelo de governação socialmente responsável que se comprometa com a dinamização de uma estratégia que preveja práticas de responsabilidade social condutoras a aumentos na confiança e reputação organizacionais nos estudantes e colaboradores das Instituições de Ensino Superior. Tendo por base a abordagem de investigação qualitativa, realizaram-se estudos de caso em duas Instituições de Ensino Superior localizadas no Alentejo, recorrendo-se a várias fontes de informação: entrevistas a 45 entrevistados, entre elementos da governação, colaboradores e estudantes, análise documental e observação participante. Como técnica de tratamento dos dados utilizou-se a análise de conteúdo através do software Atlas Ti. Os resultados da investigação empírica permitem identificar que, as duas Instituições de Ensino Superior melhoraram em termos de visibilidade externa e interna, havendo entrevistados que referem uma melhoria na confiança e reputação em resultado da adesão a práticas de responsabilidade social. O líder de uma das Instituições de Ensino Superior é reconhecido pelos seus pares como de elevado compromisso para com os princípios da responsabilidade social enquanto que o outro líder não é reconhecido da mesma forma. Os estudantes entrevistados, não reconhecem vantagens em resultado das práticas de responsabilidade social tanto ao nível da confiança como reputação organizacional; ABSTRACT: Social responsibility is considered essential to the achievement of organizational competitive advantage. The integration of its principles in the organization's strategy, presents itself as a guiding line focus on meeting the needs of internal and external stakeholders. The current budgetary constraints have significantly affected the higher education institutions, further hindering the increasing decline of students being required to implement student recruitment strategies in the various cycles of age stages and places of origin. The management system of social responsibility, referenced in NP 4469.1:2008, presents a major challenge to the model of management of organizations implementing it, since this management system, has the potential to optimize the interests of the various stakeholders. The focus of the institution happens to be out of their stakeholders, maximizing its positive impacts and minimizing the negative impacts as a result of its activities and decisions. Increased organizational effectiveness and equity interests of stakeholders can clarify the strategic functions of the higher education institutions. Social responsibility programs and Social responsibility practices implemented in higher education institutions in the interior of mainland Portugal are so strategically seen as a positive differentiating factor compared to their counterparts and therefore assumed to be a factor in their sustainability. This research seeks to identify socially responsible governance model that is committed to the promotion of a strategy which envisages conducting social responsibility practices to increases in organizational trust and reputation among students and employees of higher education institutions. Based on the qualitative research approach, there were case studies in two higher education institutions located in the Alentejo, making use of several sources of information: interviews with 45 respondents, between elements of governance, employees and students, document analysis and participant observation. As data processing technique was used content analysis by instrumental Atlas Ti. The results of empirical research identifying that the two higher education institutions have improved in terms of internal and external visibility, with respondents who report an improvement in confidence and reputation as a result of adherence to Social responsibility practices. The leader of one of the higher education institutions are recognized by their peers as high commitment to the principles of social responsibility while the other leader is not recognized in the same way. Students do not recognize advantages as a result of social responsibility practices both in terms of trust and organizational reputation.