Professional Documents
Culture Documents
ACTIVITY REPORT
2014
TABLE OF CONTENTS
Introduction........................................................................................ 2
A Message from our President......................................................... 3
Measurable Achievements from 2014............................................ 4
Timeline at a Glance for 2014.......................................................... 5
2014 Activities..................................................................................... 6
Business Development & Relationships..................................... 7
Content Production........................................................................ 8
Marketing, Communications & Events........................................ 10
Technology...................................................................................... 12
Operations....................................................................................... 13
Board of Directors and Advisors ..................................................... 14
INTRODUCTION
Business Families Foundation is proud to produce our year-end activity report.
With a refreshed and refocused team in place and stronger partnerships than ever before, we are
well on our way to conquering our goals in achieving greater visibility and user access than ever
before.
In the pages to follow, you will find a summary of activities that took place throughout the 2014
calendar year sorted by business division. Additionally, measurable achievements and objectives as
well as a timeline overview are detailed to help quantify and qualify key activities.
We are excited to continue moving forward on this journey together and are thrilled to have your
support along the way.
The activity report is divided into 5 segments:
MARKETING,
COMMUNICATIONS
& EVENTS
BUSINESS
DEVELOPMENT
& RELATIONSHIPS
CONTENT
PRODUCTION
OPERATIONS
TECHNOLOGY
In 2014 our Foundation has made significant strides. It refocused its energy and activities
in order to better serve its core constituents: Entrepreneurial Families. For them we
have produced relevant, thought-provoking online material that is interactive, enjoyable
and acts as a guide in overcoming the unique and particular challenges faced by
entrepreneurial families.
This year, we have engaged the rising generation through
ambitious social media activity and through the first of many
regroupings of 20 and 30 somethings that continue to inspire
our work. In light of our more inclusive strategy, we have
increased partnerships with like-minded organizations, allowing
us to better spread our quality material in blended learning
and classroom formats. We have built a professional team and
continue to work with a network of experts to develop practical
and relevant content.
Looking ahead to 2015, the Foundation will concentrate on
its outreach. We will be developing new innovative content
in English, Spanish and French and engaging in strategic
partnerships with key global organizations that carry a similar
vision and values.
The foundation will also focus on unveiling the key roles the women and the rising
generation play in the sustainability of Entrepreneurial families and build the foundation
for long lasting initiatives that highlight and support these sub-markets.
Above and beyond all these activities and projects, we will also be celebrating the
foundations 25th anniversary and will bring together leading families and industry
thought leaders to reflect upon the role our cherished Entrepreneurial family business
model will play in the year 2040.
These are some exiting times ahead
Olivier de Richoufftz
....................................................................................................................................................................................................
Business Development
Sponsors
RBC1
CAF
New Distributors
New Educational Licenses
RBC
CAFE, Canada
FBCE, Australia
Parampara, India
Tharawat, Middle East
Trusted Family, Global
....................................................................................................................................................................................................
Content Production
Interviews
Videos
19
Interv
90+
Communication module
Compass for Entrepreneurial Families
Le cur balance
Lternel incompris
Pas de pression
Une gante invisible
3
5
Short video clips in English
....................................................................................................................................................................................................
Marketing, Communications & Events
10,000
700
8,000
60
15
2 X 40
80,000 Shares
Freemium & Premium Subscriptions
English, French and Spanish readership
Participants regrouped over 3 days
Women gathered over a 2 day period
Networking / workshop events
FEB
MAR
APR
BFF Welcomes a
New President
Digital Team
Launches New
eLearning Platform
MAY
JUNE
Change of
Accounting &
Finance Service
Providers
Completion of
Compass for
Entrepreneurial
Families
New License
Agreements
BFF Moves to
999 Boul. de
Maisonneuve. O
JAN
Second Next
Generation
Event
JULY
AUG
New Website
Launch
BFF Adds
an Executive
Assistant to the Team
as well as a
Web Developer
SEPT
First Next
Generation
Event
OCT
NOV
DEC
Competition of
Communication
& Conflict
Management
Training Resources
for Academy
Developed
BFF Adds a
Digital Artist
to the Team
2014 ACTIVITIES
Our Partners
New Partnerships
2014 was an exciting year as new
relationships were developed and
visibility of the BFF brand was
increased. Partnerships developed
were based on mass opening of
dashboard access to members of
the partnering organization, content
commissioning and development, or
opportunities for network synergies
and visibility.
Ongoing Partnerships
A wide range of partners continue
to collaborate with BFF in the
distribution and use of online
education in their own events,
through blended learning and by
giving their members access to our
content through the general portal
or a custom dashboard.
CONTENT PRODUCTION
Courses
Continuing to populate the BFF
learning portal, brand new courses
were developed over the course of
2014.
Communication and Conflict
Management for Business
Families
This course, comprised of three
distinct
modules,
addresses
the issues of how to clearly
communicate a message, improve
interpersonal communication skills
and manage conflict when it occurs.
Featuring original case stories and
commentary from experts on the
matter, this course totals one hour
of powerful, relatable and easy to
digest material on a vital topic.
Compass for Entrepreneurial
Families
Providing a better understanding
of fundamental and contemporary
family business concepts, this course
was developed for all members
of the entrepreneurial family
irrespective of their generation,
ownership or governance in place.
The 5 units are; Balancing Family and
Business, Understanding Life Cycles,
Navigating Ownership, DecisionMaking Processes and Planning
Ahead. With its own video and
animated case stories, interactive
activities, expert commentary and
peer perspectives, this course lays
the foundation for a new era of
learning online.
CONTENT PRODUCTION
Training Resources
Interviews
Additional
interviews
were
conducted with family business
members and experts alike to fuel
content and generate new releases
for the user dashboard, moving
forward.
Compass Guide
Following the course progression,
this training resource provides
leading questions for facilitators
and links other pertinent BFF
content, which may enrich the
learning experience provided by any
facilitator. The guide is a staple that
can be used at any training event for
the compass course or as a support
tool for partners.
Facilitation at a Glance
To support the development of
general facilitation skills, an existing
guide was personalized with the
BFF brand and distributed to our
partners as an additional tool to
support their blended learning
programs.
Video Production
In support of different content
developed over the course of the
year as well as several promotional
initiatives, a large variety of video
editing took place throughout the
calendar year. The recording and
paced release of over 90 videos
was achieved with the support of
participants from around the world;
Australia, Canada, India, Mexico,
Colombia, Italy, Finland, Malaysia,
France and Asia.
Compilation Videos
To better speak to each unique visitor
that comes to our website, dozens
of themed compilation videos were
created to provide a sneak peak into
what the foundations material has
to offer.
Promotional Content
Short, relevant and attention
grabbing clips were scripted and
filmed to highlight 6 different
commonly seen challenges among
entrepreneurial families. These
videos were used to fuel news
releases, home page engagement
and instigate conversation among
our market.
New Website
Advertising
Communication Collateral
Newsletter
Applying
best
practices
and
simplifying the look and feel, our
monthly newsletter continues to
reach over 8,000 readers with new
content and release information
in the first week of every month.
Content has shifted to ensure
optimal open rates, click through
rates and lasting engagement.
10
Events
In the fall of 2014, a series of events
brought together much of the hard
work, new content and stronger
communication developed by the
foundation throughout the course
of the year. These all provided
moments to solidify our credibility
as the most relevant online resource
for entrepreneurial families and
support our partners and users in
their learning journey.
Academy
From October 22-24, 2014, BFF
welcomed 45 participants from
around the world to the W Hotel
in Montreal for another BFF
Academy. Two different programs
ran in parallel and welcomed
internationally renown speakers
to address topics such as The
Evolution
of Womens Roles in
Family Business, Ownership, The
Next Generation, Facilitation in
Family Business and more.
11
TECHNOLOGY
eLearning Platform
New Dashboard
Administrative Tools
Several tools have been generated
in order to make the internal
workings of the foundation more
efficient and productive. Examples
include tools that can autogenerate required certificated for
completed courses, the ability to
provide and revoke specific access
from individual users and the ability
to publish new videos and adjust
certain content on the web without
support from the tech team.
Course Technology
Applications have been developed
in order to allow BFF to extract
specific models or activities from a
full-length course in order to let a
user have stand-alone experiences.
This increases the flexibility of using
material in events, presentations
and sharing online.
Software & Programs
Additional
tools
used
to
optimize workflow and provide
more accurate and analytical
information
for
improvement
purposes are now being leveraged.
Tools include; Trello for project
management, Hootsuite for social
media, Mailchimp for database
management, Google Analytics and
Dash-this for statistics and more.
12
OPERATIONS
New Staff
Olivier de Richoufftz
Francois Viens
Carmen de la Torre
Lyne Fontaine
Mark Fenwick
Franck Methis
President
Executive Assistant
13
Technology
Technology
Administration
In January of 2014, BFF moved its
office to a larger and more versatile
space. This layout not only has cost
benefits to the organization, but
also allows for a more dynamic
work environment. In December
of 2014 certain renovations were
put in place to adapt to a smaller
move in the same location and the
accomodation of new tenants on
the floor.
Rene Pellissier
Joelle Gourdji
Content Development
Stephanie Laurin
Edouard Duplessis
Thomas Clark
James Barrett
Content Development
Technology
Digital Artist
Philippe de Gasp
Beaubien
Co-Founder, Business
Families Foundation
Nan-b de Gasp
Beaubien
Ronald
Mannix
Co-Founder, Business
Families Foundation
Tinah
Tanoto
Philippe de Gasp
Beaubien III
MargaretJean Mannix
Paulina Garza
Arturo
Torres
Sajen
Aswani
Patricia
Annino
John A.
Davis
Mitch
Garber
Nadir
Mohamed
Patricio Lopez
del Puerto
14
Fondation
de Gasp Beaubien
Foundation