The Family Wealth Essential Series
Client: Campden Wealth and Campden Education
My assignment was to curate and launch, the very first Virtual Training and Educational Platform of its kind for UHNW family businesses on behalf of Campden Education.
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Over 14 months I co-ordinated a dedicated team to build the platform including project management, copywriting, research, scheduling, programming and beta testing. I formed a world-class panel of facilitators to run each module plus an Advisory Index of world-class specialists from around the world.
Phase 1
Curating the programme & building virtual platform
Curation of six in-depth modules to form the series:
1. Becoming responsible stewards of family wealth
2. Family governance
3. Family communication and conflict management
4. Family business leadership
5. Family office
6. Succession planning
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Deliver bite-sized tutorials and facilitated virtual lessons
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Content accessible on-demand from any device
Value to participant:
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Accessible courses for the whole family
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Flexible virtual delivery
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Multi-disciplinary approach
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Inspirational learning
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Global connectivity
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Practical take-aways
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Certification
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Extraordinary value
During my 14 months on the job, I created a framework of works and timelines, reviewed all modules and video frameworks.
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Identified and completed family stories (per each module)
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Reviewed all animated videos
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Reviewed and finalised all auxiliary content documents including slide decks, book reviews, practitioner advisory shortlists, case studies
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Completed development of the LearnWorlds online course platform
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Developed content, attachment of videos, pricing matrix, look and feel
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Streamlined back office administration and mechanics
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Alignment of LearnWorlds online course platform with the in-house finance and payments systems, CRM and reporting systems
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Oversight and management of the world-class Facilitator faculty
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Delivery of matrix schedule, case study delivery forumlation and strategy, promotional strategy
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Certification process and development of Campden Education certificate, CPD accreditation submission and approval
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Review and analysis of pricing matrix
Phase 2
Launch strategy
In parallel with developing the programme content, I also designed and implemented the launch strategy including timing, marketing, promotion and PR - both internally and externally. Finally bringing The Family Wealth Essential Series to market with a launch registration process.
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Providing management, development and oversight of The Family Wealth Essential Series virtual training programme
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Collaboration on the design, development and evolution of The Family Wealth Essential Series
Phase 3
Global Q&A Webinars
I orchestrated a series of global Q&A virtual sessions with Campden Wealth heads of business in each country. To further launch The Family Wealth Essential Series to overseas audiences.
Each Q&A was led by myself and tackled a series of topics including technical questions, the value to participating families, credentials of the expert facilitators
LEADING - CREATIVITY - PLANNING - SUPPORTING - DEVELOPING - INSPIRING - BRANDING - TRUSTING - DELIVERING - TIMING - BUDGETING - WORLD CLASS - FIRST TO MARKET - ULTRA HIGH NET WORTH FAMILIES - GENERATION TO GENERATION
"Anita has the ability to drive people with passion to produce the very best of themselves. Her collaborative style and empathy together with her knowledge turned an innovative collection of complex components into a co-ordinated, powerful and world-class online education platform. Anita brought The Family Wealth Essential Series to life.