Capital Campaigns – Part #1: What They Are

board members of a capital campaign

This series of postings (don’t know yet how many will be in the series) is to help you understand and prepare for a capital campaign, so that, when you hire a staff campaign director or engage counsel, their time (and your money) will be used most effectively.

To start, a definition: A Capital Campaign is an intense effort to acquire sufficient commitments to add up to a specific large sum, for a specific valid/urgent purpose.

The word “Capital” refers to the money needed to erect/expand/renovate a building; it includes funding needed for the purchase/installation/overhaul of (major) equipment; and, has come to include funding to create/expand an endowment. (Endowment campaigns will be addressed in greater depth in a future posting.)

The term “campaign” has it’s origin in a military context — although it’s rarely used that way today. It referred to the actual period of time that the troops were in the field, engaged with the enemy. It was/is a period of action/activity that, ideally, had been planned very carefully. In this context, it is the period of time in which most of the needed dollars are solicited/pledged.

The “intensity” of the effort refers to having board members, staff and other volunteers commit the (additional) time and energy necessary to achieve the dollar goal in a specific (relatively short) timeframe. The typical campaign was designed to take 12 months – but it’s gotten a lot shorter. (More on that, later.)

Typically, a capital campaign solicits pledges – significant dollar commitments to be paid over an extended period. Fifteen/twenty years ago, the period was five years, but considering the societal changes and people’s reluctance to commit to that long an obligation, three years is now typical.

The “specific sum,” the goal of a campaign, is an amount that will allow the organization to pay for the (building/equipment) “project” that is outside its normal/ongoing budget requirements. This cannot be an arbitrarily chosen dollar figure voted on by a board or committee; it must be one that has been determined through a very careful/detailed process.

“Valid” means that it the nonprofit organization was asked to justify why the project was needed, the NPO could clearly explain/demonstrate that a real need exists in the community and that the project would address that need.

“Urgent” excludes any project for which the NPO could accumulate the funding over an extended period of time without the need for a special fundraising effort. It would also exclude any project for which there is not a demonstrable need for the service(s) that will be made available because of the project.
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Have a comment or a question about starting or expanding your basic fundraising program, your major gifts fundraising program or a capital campaign? Email me at AskHank@Major-Capital-Giving.com With over 30 years of counseling in major gifts, capital campaigns, bequest programs and the planning studies to precede these three, we’ll likely be able to answer your questions.

The Right Steps

Stressed male massaging nose bridge suffering from headache during a crisis management

No two crises are the same, but some guidelines apply to all types of crisis management

Crisis management is not an exact science, but there are certain steps that, when taken, are almost guaranteed to provide significant benefits. While these steps are similar in many cases, for maximum effectiveness they must be tailored to fit the situation at hand. In a recent post on the Blue Glass blog, Gina Gotthilf gave a list of practical ways to manage what is now a common occurrence: Facebook crises. A couple of my favorites:

JOIN THE CONVERSATION

Sure, it’s not really a fun conversation to join but – newsflash – it will continue to take place whether or not you make an appearance. Does this mean saying “Hey guys! I know you’re pissed but let’s talk about it so we can defend ourselves?” No. Again, many other articles will state just the opposite but few focus on the practical rather than the theoretical when it comes to crisis management. The first thing that will calm down an angry mob is if you…

TAKE RESPONSIBILITY

Even if YOU are not personally responsible for the crisis – or if the company is not directly to blame – if this conversation is taking place on your Wall then some of it was most likely your team’s responsibility. Your fans want to hear you say “sorry, we screwed up and this won’t happen again.” Find the words you find most euphonious and appropriate – but stick to this basic message.

Neglecting to take these two steps has harmed several major organizations (BP, Toyota, need I say more?) in recent social media fueled crises. By taking action early on, you gain control and credibility in the eyes of stakeholders, enabling you to spread your message and resolve the crisis as quickly as possible.

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For more resources, see the Free Management Library topic: Crisis Management
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[Jonathan Bernstein is president of Bernstein Crisis Management, Inc. , an international crisis management consultancy, and author of Keeping the Wolves at Bay – Media Training.

Ask HR-What is it like to work in HR

Staffs-working-in-an-HR-department

A question I frequently get from those individuals outside of HR is, “What is it like to work in HR?” Well, the answer to that question can vary greatly by HR professional and organization. Human Resources (HR) can include a broad spectrum of specialties within organizations. Some examples of specialties include recruiting, payroll, policy, safety, training and development, and performance management. In smaller organizations, the HR professional may handle all of those specialties and in larger organizations, each specialty is most likely its own department. The roles within HR can vary greatly as well as with many departments from the purely administrative to the executive. Another related and perhaps more important question that is often discussed is, “what should HR be doing?” For me, HR’s primary purpose is to ensure that the right people are working in the right places to accomplish the organization’s goal. In other words, HR is responsible to develop programs that will attract, select, develop, and retain the talent needed to meet the organizational mission. So whether you are an HR department of one or a combination of multiple departments that include hundreds of employees, your primary responsibility is talent management. Here’s a quick test to see if your programs are aligned and focused on the primary purpose of HR. See if you can answer the following questions.

1. What is the primary mission of the organization?

2. What talent is needed to meet the mission?

3. Which programs do you have in the following areas:

Identifying and Attracting Talent?

Selecting and Hiring Talent?

On boarding Talent?

Developing Talent?

Retaining Talent?

4. How is program success measured?

5. In what areas do we need to improve?

If you can’t answer these questions, you have some work to do.

For more resources, See the Human Resources library.

Sheri Mazurek is a training and human resource professional with over 16 years of management experience, and is skilled in all areas of employee management and human resource functions, with a specialty in learning and development. She is available to help you with your Human Resources and Training needs on a contract basis. For more information send an email to smazurek0615@gmail.com or visit www.sherimazurek.com. Follow me on twitter @Sherimaz.

Google Search Tips

Google search screen displaying on a tablet

How to Get Better Search Results with Modifiers

Garbage in, garbage out. When you need specific information and don’t have a lot of time to spend searching the internet, a few search modifiers will really help you avoid the garbage, and zero in on your target.

Every search engine is a bit different, but since they account for about 85% of all search engine traffic, we’ll focus on Google’s search modifiers.

Basic Search Modifiers

Almost everyone knows the basic search modifiers that help you find more relevant results:

  1. “ ” means exact phrase. Example: “business card holders” yields results with exactly that phrase, not a portion of the phrase or related phrases.
  2. – means excluded words. Example: cell phones – Verizon yields results that exclude Verizon.
  3. ~ means similar words. Example: birthday candles yields results that might include birthday cards, birthday gifts, etc.
  4. OR means multiple words. Example: Train stations OR tracks yields train results that include stations or tracks.

Now, Use More Advanced Search Modifiers

In the examples below, enter the underlined term, or a similarity for your specific search, in the Google search bar:

To find meanings: define: photogenic (if you want the definition of the word photogenic).

To find particular sites: hydrogen peroxide site:edu (if you want hydrogen peroxide only on .edu sites).

To find linked pages: link:managementhelp.org (if you want to find pages that link to managementhelp.org).

To find math answers: 30% of 55 (if you want to get the actual answer).

To find conversions: cm in foot (if you want to get the converted answer).

When you play with these search modifiers, it can almost become addictive!

(Thanks to Google for the guidelines.)

What tricks and tips make your searches more effective?

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For more resources, see our Library topics Marketing and Social Networking.

.. _____ ..

ABOUT Lisa M. Chapman:

Ms. Chapman’s new book, How to Make Money Online With Social Media: A Step-by-Step Guide for Entrepreneurs will be available very soon. With offices in Nashville Tennessee, but working virtually with international clients, Lisa M. Chapman serves her clients as a business and marketing coach, business planning consultant and social media consultant. As a Founder of iBrand Masters, a social media consulting firm, Lisa Chapman helps clients to establish and enhance their online brand, attract their target market, engage them in meaningful social media conversations, and convert online traffic into revenues. Email: Lisa @ LisaChapman.com

You Made a Mistake, Now What?

Wrong-way-signage

career mistakesMistakes happen but no one likes to make them. And certainly very few of us like to admit to them.

The good news is that mistakes, even big ones, don’t have to leave a permanent mark on your career. Here’s how you can recover quickly and use the experience to learn and grow.

1. Fess up.

Trying to hide a mistake or downplay its importance can be fatal to your career. Be candid about the mistake; take responsibility for your part in it; and start rectifying the situation. If the mistake is a big one, it’s best to schedule a one on one meeting with your boss as soon as possible to brief him / her on what happened, why it happened, and what you are planning to do. The key is to not get defensive, point fingers or blame others.

2. Learn from it.

According to Paul Schoemaker, co author of Brilliant Mistakes, “If you are going to pay the price for making the mistake, you need to get the learning.” Take time, after the storm, to reflect on lessons learned: What was the situation? What did I, or my team, do? What was the outcome? What could have been done differently?

If the error was a result of a poor decision, explain to your boss and other interested parties how you will avoid making the same, or a similar misstep, in the future. You have to respond quickly before people make judgments about your competence or expertise. You need to get on top of it, get ahead of it and deal with it.

3. Get back in the saddle.

It’s hard to rebuild confidence after slipping up. The key is to not let your errors make you afraid of being innovative, taking risks and finding better ways to do things. If the mistake made people question your expertise, get out there to rebuild their trust. Once the mistake is behind you, focus on the future. Winners win more frequently than losers because they stay in the game.

Here’s what one manager I worked with said about employees, especially new ones, who make a mistake because of lack of experience. “Who among us doesn’t make mistakes? I love employees who fess up, treat the mistake as a learning moment and move on. I don’t want them to stop experimenting or holding back because of fear of making another misstep. Therefore, I have to accept a mistake now and them so that they will keep learning and performing well.”

4. Turn your mistake into a valuable moment of personal leadership.

  • What recent mistake have you made at work or in your personal life?
  • How would you rate that mistake on a scale from 1 (minor, little fall out) to 5 (that was a whooper)?
  • What did you learn about yourself and perhaps others?
  • What might you have said or done differently?
  • How can you incorporate this learning going forward?

Do you want to develop Career Smarts?

  • Start with the Career Success System.
  • Sign up for Career Power: 101 success tips.
  • Fast track your career. Be part of a Success Team.
  • Need a speaker? Get the Edge Keynotes-webinars-workshops.
  • Find career and leadership boosters in the Smart Moves Blog.
  • Copyright © 2010 Marcia Zidle career and leadership coach.

Make Career Change Work For You!

Group of professionals having a discussion on career change

Are you looking for more than just a better job?

Rather, you’re seeking a more rewarding profession, one that better aligns with your skills, interests, values, and plans for the future. It will not happen overnight. It will take reflection, planning and motivation. Here are five tips for making the transition into a new, rewarding career.

1. First be sure of your reasons.
Just because you’re unhappy in your current job isn’t a strong enough reason to make a total career break. Carefully analyze whether it is your actual career you dislike or whether the problem is your employer, supervisor, or workplace environment. If you’re unhappy with your boss or the politics of the job, an option is to stay with your career choice and try to find another department or division to work in. However, after much soul searching, you truly feel you would be happier in another career, then start looking.

2. Decide what’s important.
Take an honest inventory of your likes and dislikes, and evaluate your skills, values, and personal interests. You may want to consider consulting a career coach or taking a career assessment to determine what is the right career for you. Many people who want to change careers do so to find a balance between their personal and professional lives; to get the juices flowing again; or to achieve a better mix of meaning, money and motivation.

3. Check your qualifications.
Do you have the necessary experience and education to be considered a qualified candidate in another career field? If not, then find a way to bridge the credentials gap. This might mean making your goal more long-term while you go back to school or receive additional training.

Also, don’t expect to begin at the same level of seniority in your new career that you held in your old one. You probably will have to take a lower level job to gain the requisite skills and then move up the ranks. You must realize that it’s not starting at the bottom but really starting from a place that will give you mobility for career growth and, most importantly, career satisfaction.

4. Look before you leap.
Be sure to examine all possibilities before attempting a career change. Do information interviewing with people who are actually in that career field. Test the waters to see if you would like that work by volunteering or by doing free lance work. You can also meet with a career management professional to guide you so that you make a wise career choice. You do not want to jump from the frying pan (your present career) into the fire (a career that does not meet your expectations).

5. Update your job search skills.
When was the last time you looked for a job? If it’s been 5, 10 or more years ago, then it is especially important to polish up your job-hunting skills and techniques before you get out there. I’ve seen too many good people fail because they made the following mistakes:

They quickly put a resume together without focusing on what they are “selling”; they primarily looked on line for open positions rather than networking; they did not prepare for each interview thinking they can “wing” it; and they felt uncomfortable in self – promotion (it’s on my resume, why do I have to explain what I did?”)

Career Success Tip

Keep in mind that a successful career change can take several months, or longer, to accomplish. The keys are specific plan, a lot of patience and an attitude of perseverance.

What has been your experience in career change? What were some roadblocks you faced and how did you overcome them?

Do you want to develop Career Smarts?

Coaching Tip – Delegation in 5 Steps

Men in an office laughing while looking at a laptop

Many of my coaching clients have trouble delegating. It’s an essential skill of managers and leaders because delegation frees up time as well as develops people.

Here is a simple 5 step delegation model to assure what you delegate meets your expectations.

1. Identify the need – What are you doing that someone else could do? What gaps need to be filled? What is important that is not getting done?

2. Identify the person – Who has the appropriate skill set? Who needs to be developed?

3. Meet with the person and partner to create the delegation plan

Let them know why you chose them

Communicate what entails a successful outcome

What are the non-negotiables – budget, time, new equipment, people resources?

What are the performance standards/expectations?

At what milestones/dates will the person report back progress to you?

4. Have the person implement the delegation plan

5. Follow up with support and coaching

Be sure to check-in if milestones/dates are missed

Acknowledge a job well done as appropriate

For more resources, see the Library topic Personal and Professional Coaching.

Pam Solberg-Tapper MHSA, PCC – I spark entrepreneurial business leaders to set strategy, take action, and get results. How can I help you? Contact me at CoachPam@cpinternet.com ~ Linkedin ~ 218-340-3330

Dancing with the Butterfly-I

Close-Up of Butterfly on Leaf

Leading and Working in Complex Human Systems

-For Diane Hetherington-

The importance of human systems: We spend much of our lives as part of human systems. Examples include the organizations in which we work, the teams and groups of which we are members, our families, our communities, and our world. In fact, I would argue that we as individual human beings are part of larger human systems, and we as individuals are human systems. Each of us is a human system we call an individual, and we are part of larger human systems that comprise our arenas of activity.

Model Building as a Route to Mastery: Are there ways we as leaders, coaches, and consultants can understand more fully and work more effectively with human systems? I believe so. Three of those ways are:

  • Create an explicit model depicting how we think about human systems
  • Create approaches and tools that help us work with those systems
  • Continue refining the model, the approaches, and the tools by reflecting on our practice over time.

We all have more or less implicit/explicit models of ourselves and of other systems. Model building is the work of making our implicit models explicit and continually testing them.

Learning through Practice and Reflection: For the better part of the last 20 years, I have been engaged in such an endeavor. In the early 90s, David Kantor1, Joel Yanowitz2 and I, with input from many others in Innovation Associates3, began to focus on team learning. In doing so we worked with these questions:

  • “What are the forces at play in and around teams that impact their productivity, i.e. their ability to produce desired, and hopefully, outstanding results?”
  • “How can we, as leaders, team members, and team coaches, interact with these forces so that we help teams perform at higher levels?”

In doing this work, we soon realized that what we were really about was building a model of a human system–a model of the system itself, of how it changes, and of how we work with it so that it changes in fruitful ways.

In the mid to late 90s and early 2000s at Innovation Associates and Arthur D. Little4, I worked with Kantor, Michael Shanahan5 and many others in large systems change projects. Examples of our work included shepherding company turn-arounds, designing and implementing new business models, implementing new strategies, and improving total quality. In these projects, I continued to apply and grow/refine the above human systems model and accompanying approaches.

In the mid 2000s, I continued to enhance the model in my practice and conducted workshops with other practitioners and executives on how to apply it.

From 2008 to the present, I have been working with a group of colleagues from the Society for Organizational Learning6 on developing a systems approach to leadership coaching. We call ourselves Systems Perspectives, LLC7, and we have developed an educational program, Coaching from a Systems Perspective8, that we are offering to coaches and companies around the world. This work has presented yet another opportunity to further refine the model of human systems and the practice of working with them. As we focused on teams in the early 90s, the work of our Systems Perspectives group today includes the same questions applied to the coaching relationship:

  • “What are the forces at play in and around a coach, client, and their relationship that impact their ability to produce desired, and hopefully, outstanding results?
  • How can we, as coaches and leaders, interact with these forces so that we increase our effectiveness?”

In doing all the above, hopefully I have learned a few things about how human systems behave and how we can work with them. My next few posts will be about this territory: What are human systems? How do they tend to behave? What are their key elements and how do these elements tend to interact? How can we work in and with Human Systems to help them increase both their business and humanistic impact? I will address these questions by reviewing what we now call The Butterfly Model of Complex Human Systems, walking us through its various sections, and referencing associated approaches and tools.9 In my next post, we will continue our “dance with the Butterfly” by beginning to look at the specifics of the model and what it suggests to us about the behavior of human systems.

If you would like to learn more about leading in complex systems, feel to call or email me. My contact information is below.

Meanwhile, good journey…


  1. David Kantor is one of the world’s leading family systems therapists and systems consultants. He has written numerous books and articles about families and other human systems and has developed an elegant theory and practice of face-to-face interactions called Structural Dynamics. David has been my mentor in the work I describe here. His first book, Inside the Family, is a classic in the fields of family and human systems. David currently leads The Kantor Institute in Cambridge, MA.
  2. Joel Yanowitz was the Director of Consulting at Innovation Associates. Under his leadership, we built a substantial consulting practice that complemented IA’s already flourishing training business. Joel currently lives in California with his family, manages an investment firm, and continues his consulting work.
  3. Innovation Associates was founded by Charlie Kiefer, Robert Fritz, and Peter Senge. IA pioneered transformational leadership development with its groundbreaking program Leadership and Mastery, which has influenced literally hundreds of leaders in almost every field—from banking, to insurance, to high tech, to heavy industry to education. In the 80s and 90’s, Innovation Associates was the leading learning organization consulting firm in the world.
  4. The original Arthur D. Little was the oldest consulting firm in the world. Founded by Dr. Little in the late 1800s, its work encompassed scientific, technical, environmental, and organizational/strategy consulting.
  5. Michael Shanahan was a Director at Arthur D. Little, where he led many highly successful large systems change consultations. Along with the author (Steven Ober) Michael did pioneering work in bringing together human and technical, expert and process consulting in ways that had never been done before. Michael is currently a director at Boston Consulting Group in Boston, MA
  6. The Society for Organizational Learning, founded by Peter Senge, is a global network of practitioners, researchers, and organizational leaders who focus on helping organizations learn to transform themselves.
  7. Systems Perspectives, LLC is a group of senior coaches from the Society for Organizational Learning’s Coaching Community of Practice. The group has consisted of Jeff Clanon, Miriam Hawley, Richard Karash, Carol Mase, Jeffrey McIntyre, Steven Ober, Heidi Sarkes-Guber, and the late Diane Hetherington.
  8. Coaching from a Systems Perspectives is a breakthrough educational program for practicing coaches that we have developed and are offering worldwide.
  9. Many thanks to my Systems Perspectives partners, and, in particular, to Dr. Carol Mase, for helping evolve the model to its current iteration. Dr. Mase’s areas of expertise include living, self-organizing systems. Her headquarters are in Doylestown, PA.

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Steven P. Ober EdD

President: Chrysalis Executive Coaching & Consulting
Partner: Systems Perspectives, LLC
Office: PO Box 278, Oakham, MA 01068
Home: 278 Crocker Nye Rd., Oakham, MA 01068
O: 508.882.1025 M: 978.590.4219
Email: Steve@ChrysalisCoaching.org
www.ChrysalisCoaching.org

Steve is a senior executive coach and consultant. He has developed and successfully uses a powerful approach to leadership coaching, Creating your Leadership Story, which enables leaders to make deep, lasting improvements in their leadership effectiveness in short periods of time. He and a group of partners have created a breakthrough educational program, Coaching from a Systems Perspective, in which you can significantly enhance your abilities as a systemic leadership coach. See http://SystemsPerspectivesLLC.com

M = Motivation

a-motivational-quote

Motivation is a topic that I often integrate in many of my trainings for helping to create inspired workplaces. As I share with you both some principles of motivation and de-motivators, think of which ones most supports your spirituality in the workplace and which ones hinder it the most for you.

Principles of Motivation:

  • Everyone is motivated.
  • We are all motivated by different things at different times in our lives.
  • In general, people get up in the morning wanting to do a good job.
  • Intrinsic motivators are those things that motivate us from inside (values, beliefs, talents, strengths, purpose etc.)
  • Extrinsic motivators are those things that motivated us from the outside (money, promotions, recognition etc.)
  • Intrinsic motivators have a more lasting effect on performance than extrinsic motivators
  • If a person appears unmotivated, experiment until you find something they care about.
  • Motivation works best when you can find the keys to people’s hearts by connecting with them and then adding value to what matters most to them.

Typical De-Motivators:

  • Politics
  • Unnecessary rules
  • Poorly designed work
  • Unproductive meetings
  • Lack of accomplishment or follow-through
  • Constant change
  • Dishonesty or hypocrisy
  • Lack of information
  • Too much information
  • Criticism
  • Being undervalued or utilized
  • Invisible management
  • Being taken for granted
  • Micro-management
  • Takeaways
  • No perceived career path
  • No input in decisions
  • Unrealistic expectations
  • Not enough feedback
  • Too much work
  • Too much repetition
  • Not enough training
  • Tolerating poor performance

For me, when I’m able to pursue those intrinsic motivators at work that touch my soul is when I’m highly motivated. The principle about being able to connect with people’s hearts and motivate by giving them opportunities that matters most to them is the key! I know that projects I’ve lead have been much more successful when I’ve implemented this principle with those working with me. Two of the de-motivators that would squelch this for me is being micro-managed or undervalued. How about for you?

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For more resources, see our Library topic Spirituality in the Workplace.

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Janae Bower is an inspirational speaker, award-winning author and training consultant. She founded Finding IT, a company that specializes in personal and professional development getting to the heart of what matters most. Janae started Project GratOtude, a movement to increase gratitude in people’s lives.

Fundraising/Development: “It’s Easy, Anyone Can Do It”

a-development-officer-with-her-client

I received an email the other day, from a fellow who identified himself as someone with a sales and marketing background whose company was recently sold. He indicated that he had been approached about taking a development position at a local educational institution, and asked if there is a primer for the development/fundraising arena.

Since I didn’t know him, his knowledge base or his abilities, I had to respond to his request generically.

I indicated that would be unfair to any nonprofit organization (especially one that may not know what “development” is all about) if anyone new to the field pursues/takes any position in development other than at entry level.

For some reason(s), many people seem to think that fundraising and development are something that anyone can do. Most people have no idea what’s involved. All they see are the candy sales, special events or fundraisers, and they think, “Anyone can do that!”

Development, beyond entry level, is not a field you can or should jump into without sufficient training/experience.

And there are already too many nonprofits that have development officers that don’t know the difference between “fundraising” and “development.” (See: Development Is Not A Synonym For Fundraising)

And, yes, some of the experience and skills from marketing and sales (and other fields) are transferable, but the processes are not the same.

There is no such thing as a primer for “development,” just as there’s no primer for “marketing.” There is a definite body of knowledge required to be effective as a development officer … and the ability to apply that knowledge effectively.

Having said that, there are lots of books/courses out there that can get you started … can help you begin to develop the mind-set that is necessary to be an optimally effective development officer.

Check with your local associations of development professionals, your local libraries and www.cfre.org.

And, at the risk of sounding like I’m tooting my own horn, I suggest that you read through the postings on my blog — from the first post (March 2010) — that’d be a good beginning☺

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Have a comment or a question about starting or expanding your basic fundraising program, your major gifts fundraising program or a capital campaign? Email me at AskHank@Major-Capital-Giving.com With over 30 years of counseling in major gifts, capital campaigns, bequest programs and the planning studies to precede these three, we’ll likely be able to answer your questions.