Engagement Model - Index Partners

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Index typically follows a collaborative engagement model with its clients to:

leverage client's knowledge of the specific business and organisation context
facilitate transfer of knowledge and insights from Index to client team
secure buy-in of relevant client team(s) on key strategic issues and recommendations

Index tailors the format, tenure and intensity of a client engagement to the specific objectives and client resources allocated for the project. An engagement typically involves a "combination" of the following delivery formats to maximise value impact and client satisfaction.

Milestone workshops
Strategic interventions
Managed virtual teams

The following table summarises the objectives, resources, tenure and deliverables associated with each delivery format.

Delivery Format	Objectives/Purpose	Resources	Tenure	Deliverables
Milestone workshops	Improve clarity on issues (e.g. problem definition, project scoping, etc.) Knowledge dissemination and buy-in across wider groups (e.g. communication of action plans, etc.)	1-2 senior Index Advisors facilitating workshop 1-2 Analysts (typically offsite) to prepare material and documentation Invited group of client participants	3-10 days	Reference document Synthesised conclusions / action plan
Strategic interventions	Solve a well-defined business problem/ issue that requires Access to specialised competence, skills or relationships and/or Access to (ad-hoc) capacity and/or Independent perspectives (vs. internal knowledge) and/ or Confidential channel to engage with external stakeholders/ parties	1-3 senior Index Advisors operate in close partnership with client managers (primarily onsite). 2-3 Analysts (Index/ client team) lead research, analysis and documentation.	2-6 months	Strategic plan Financial model Implementation plan Management KPIs/ metrics Specific execution support, e.g. due-diligence, valuation, deal structuring, etc.
Managed virtual teams	Secure partner to execute an on-going strategic research & inputs that requires specific skills, competence or relationships and/ or benefit from independent / external perspectives and/ or Demand high client attention relative to other core activities and/ or	1 senior Index Advisor (primarily offsite) 1-2 Index Analysts (primarily offsite) lead research, analysis and documentation.	Ongoing with flexible termination terms	Research report in pre-defined format (e.g. competitive intelligence, investment report, etc.) Periodic Event-driven

Delivery Format

Objectives/Purpose

Resources

Tenure

Deliverables

Milestone workshops

Improve clarity on issues (e.g. problem definition, project scoping, etc.)

Knowledge dissemination and buy-in across wider groups (e.g. communication of action plans, etc.)

1-2 senior Index Advisors facilitating workshop

1-2 Analysts (typically offsite) to prepare material and documentation

Invited group of client participants

3-10 days

Reference document

Synthesised conclusions / action plan

Strategic interventions

Solve a well-defined business problem/ issue that requires

Access to specialised competence, skills or relationships and/or Access to (ad-hoc) capacity and/or

Independent perspectives (vs. internal knowledge) and/ or

Confidential channel to engage with external stakeholders/ parties

1-3 senior Index Advisors operate in close partnership with client managers (primarily onsite).

2-3 Analysts (Index/ client team) lead research, analysis and documentation.

2-6 months

Strategic plan

Financial model

Implementation plan

Management KPIs/ metrics

Specific execution support, e.g. due-diligence, valuation, deal structuring, etc.

Managed virtual teams

Secure partner to execute an on-going strategic research & inputs that

requires specific skills, competence or relationships and/ or

benefit from independent / external perspectives and/ or

Demand high client attention relative to other core activities and/ or

1 senior Index Advisor (primarily offsite)

1-2 Index Analysts (primarily offsite) lead research, analysis and documentation.

Ongoing with flexible termination terms

Research report in pre-defined format (e.g. competitive intelligence, investment report, etc.)

Periodic

Event-driven

Each engagement is typically executed across multiple, quasi-sequential phases with clear objectives, deliverables and timeline. This approach ensures process discipline, resource efficiency and quality / timeliness of results. The following example illustrates the generic stages involved in a transaction advisory engagement; however, the specific phases and deliverables in each project are defined based on its objectives, tenure and client's level of involvement.