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Introduction – IGC Research &
       Consulting Services
Advisory Services to Indian Education

       To position IGC as a knowledge leader in
       education sector, and create a research &
       consulting firm providing business advisory
       and implementation services to the stake
       holders in K12 and higher education in India.



       Team to comprise senior professionals with years of experience in:
       - Strategy and operations consulting
       - Academia and administration of education institutes
       - Transaction Advisory (M&A, Equity and Debt Funding)
       - Technology strategy and implementation consulting
       - Large projects and program management
       - Sales, marketing and brand management
       - Professionals with education qualifications from premier global
       institutes
Research Led Consulting Services
       Clients
                                                        Higher
Educational Institutions                               Education

• K12
                                        Scholarship
• Higher Education                      Management
                                                                        Audits



International Stakeholders
• Colleges and Universities
• Education businesses
• Not-for-profit organizations    Digital             Research
                                 Campus                  &                       Research
                                 Strategy
                                                      Consulting
Other stakeholders in Indian
Education
• Corporates
• Investors (VCs/PEs)
                                           CSR                       Govt. & Public
• Foundations                           Programme                       Sector
                                          Design                      Consulting
• NGOs
• Govt. and quasi-govt. org.                           Transaction
                                                        Advisory
OUR CAPABILITY AREAS
Our Capability Areas in Higher Education (HE)
We will help Higher Education (HE) institutions to build and improve major capabilities in
Academics & Research, Operations, Funding and Financial Management, and Governance
Launch Operate Turnkey Project Management –Planning through Launch
We would understand the critical focus areas and appropriate sequencing of execution to effectively
launch a new higher education institution and propose the following engagement framework
through planning and launch of the institute of higher learning.
Partnership & Alliances
We will work with leading partners in India and internationally for identifying Higher Education
institutions in India as prospective partners
Franchise Development Services
Franchisor Processes                                  Franchisee Support
• Document and/or review the following                • Planning for each franchisee:
  processes :
                                                        • Physical infrastructure
   • Teacher training on pedagogy
   • Teacher assessment                                 • Financial planning
   • Infrastructure management
                                                      • Marketing and branding support
• Develop marketing collaterals
• Business development
                                                      • Supervise the implementation of:
   • Secondaryresearchtounderstandthemarketdema         • Faculty recruitment
     nd.Includesmarketintelligence-
                                                        • Teacher training and development
     sizing,shareandsegmentresearch&analysis
   • Potential franchisee identification and short      • Teacher assessment
     listing
                                                        • Org. and administrative policies and
   • Discussions with identified prospects
                                                          procedures
   • Business due diligence of shortlisted partners
   • Negotiation support and agreements                 • Marketing & branding
   • Execution of MoU and agreements                    • F&A processes
• Quarterly audits of franchisee processes
India Entry Strategy: Consulting and Implementation Services
          Strategy &                               Implementation
           Planning
                       •Market intelligence -sizing, share and segment research & analysis
Business Planning &    •Regulatory framework –applicable regulations, policies and rules
 Feasibility Studies   •Financial modeling for feasibility and planning
                       •Project implementation planning

                            •Industry research and market intelligence
                            •Potential target identification and short listing
       M&A Advisory         •Discussions with identified targets
     Buy| Sell| Funding     •Business, financial and legal due diligence*
                            •Valuation and deal structuring
                            •Negotiation support and agreements*
                            •Execution of MOU / term sheet
                            •Implementation and transaction closure


        Project Management            •In-Depth Implementation Support
        Regulatory Approvals          •Assistance in structuring and setting up Indian operations
                                      •Filing applications and obtaining necessary approvals
             Operation                •Seeking and Developing Partnerships and Alliances
            Management
Investment Advisory
                                      Pre Deal Phase

                                                              Transaction
    Deal Origination                      Deal Support
                                                              Management
• Sector and sub-sector              • Due diligence     • Financial Modelling
  studies for target                   • Operational     • Deal room support ,
  identification                       • Financial         including negotiations
• Target short-                        • Commercial      • Term Sheets and Legal
  listing.Construction and                                 Documentation
                                       • IT
  strict adherence to ‘deal
  filters’ for origination work.       • Human Capital
• Monitoring deal pipeline             • Legal*
• Establish contacts and               • Tax*
  organize meetings with
  the identified targets
  within the sub-segments
• Prepare detailed
  company profiles of
  targets approached
• Valuation analysis for
  each identified target
Investment Advisory
         Investment Phase                                 Exit Phase

   Investee Management                                    Liquidity
• Business Planning – One time and         • Exit Strategy Plan
  ongoing                                  • Identifying potential suitors and joint
• Performance analysis & tracking of         pitches
  investee firms; includes ongoing
  sector analysis
• Business process improvements at
  investee companies; includes
  identifying areas of operational
  efficiencies and revenue
  enhancement
• Management Talent hiring
• Troubleshooting and turnaround
  initiatives
• Objective approach maintained which
  also allows PE Fund to distance itself
  from issue.
School Audits
Our auditing services would provide educational leaders in K12 sectors with state-of-the-art
resources, tools, and support services to enhance and promote student growth and school
improvement through accreditation.

Our research team, with inputs from practitioners and education experts has developed the
Accreditation Standards for Quality Schools. The standards have been designed with the needs
and challenges of K12 schools in India in mind.

Accreditation is a voluntary method of quality assurance with an objective to evaluate, verify, and
improve an education institution’s quality, leading to some of the following clearly defined benefits

                                                   Establish Processes
                                                                           3
                                                                                         Review
       Review of Existing       Establishing       and Documentation                   Established
        Standards and           Standards &            on identified     Months
           Indicators            Indicators                                           Processes and
                                                     Standards and        Gap         Documentation
                                                        Indicators

                              Phase 1                                                     Phase 2
                            (12-14 Days)                                                 (1-2 Days)
   The accreditation process involves our team spending time with the School management over
    4 steps demonstrated above. Initial assessment, followed by establishment of processes and
    documentation to achieve prescribed standards and indicators is achieved in the Phase 1 of
    the process.
   Phase 2 of the process reviews the implementation of established processes and
    recommendations, successful implementation of which leads to the Accreditation Certificate.
   Continuous internal reviews once every year is a part of the accreditation process and is
    supported by us. The certification process is expected to be done afresh every 5 yrs, ensuring
    complete review of the processes
Research Services
Indian education sector is unique with its own challenges and opportunities. Today’s
educators serve many stake holders including students, parents, regulatory bodies,
government and employers. Our comprehensive Research Services would assist
stakeholders in Indian education meet these demands and pressures with
insightful strategies through customized research services.

Apart from customized research services, we will come up with regular research
reports under the following categories and segments
Research Categories     Content
Realities               Data on school performance, students, teachers, reach, equity etc
Trends                  Reports on trends in the Indian education sector
Influencers             Reports on business & policy frameworks and issues influencing Indian
                        education sector. These reports cover legal, regulatory and policy frameworks
                        impacting Indian education
Opportunities           Reports are developed to identify opportunity areas for investors in terms of
                        financial and social returns.


                                            Segments

    K12 Education | Higher Education| Pre-School| ICT | Coaching Classes | Vocational | Distance
                                            Education
Social Sector Program Design and Evaluation
Limited resources for educational programs combined with increasing expectations for evidence of impact
has made effective management of programs more important than ever. Today, programs must define
intended results in terms of improving student learning and achievement.

Cogent with its data driven expertise will provide comprehensive educational program services from
inception to implementation along with evaluation and reporting


       Needs Assessment                       Grant Proposals                    Program Implementation

• Identify the program needs         • Our professional proposal            • Work with project leadership
  through consultations,               writing services include planning      and staff to review the
  institutional surveys and            of the program design,                 implementation plans,
  feasibility studies                  development of the project             objectives, and baseline data
                                       description, and submission of         outlined in the original proposal
                                       the proposal for grants.               towards targeted milestones of
                                                                              the project Design



          Data Collection                    Program Evaluation                   Program Implementation

• Design and implement customized    • Data collection, validation, and     • Expertise in producing
  qualitative and quantitative key     analysis, survey design and            professionally designed booklets
  indicator data collection            implementation, site visits, focus     and brochures to share your
  instruments                          groups, and individual interviews.     project strategies and outcomes.
                                       Summative evaluations to measure       Document your accomplishments
                                       final outcomes and provide             so that they can be disseminated
                                       information on the project's           to stakeholders, and the general
                                       effectiveness..                        public.
Government & Public Sector Consulting
Organisations across Government and the public sector require insights into the implications of
key policies and wider trends on their current and future strategies in Education. We would
combine a thorough knowledge of the way governments operate with an unrivalled expertise in
Education as a sector to provide practical, delivery-focused policy analysis.

Our research & consulting team would provide evidence-based advice to Government and
public sector clients in India.


Our consulting services to the government and public sector in India would comprise of design
and implementation of policy and Public Private Partnerships (PPP) models in Education as a
sector. Our assignments in government and public policy would involve:

 • Policy development advice
 • Option identification and appraisal
 • Feasibility & evaluation studies
Sample Projects
Entry strategy and implementation support for a Foreign Education Provider’s (FEP) entry into India

Turnkey project management, from planning through launch, of a Entrepreneurship led Engineering and
Business Schools.
CSR strategy (design & implementation) for a corporates

Design and documentation of the RFP for the voucher program of a State Governments

Audits of school management processes for schools

Business planning and implementation of vocational training business.

Feasibility study for setting up a higher education institution for a Private Equity funds

Online strategy, business planning and implementation of a new line of revenue generating online business
for one of the largest publisher of books on competitive exam
Due diligence review of investment opportunities in Higher Education for Private Equity funds

Transaction advisory (sell-side mandate)for Education & Training providers

Operating K-12 schools /HE Education Institutions
THE TEAM
Delivery Team of Experts – internal and empanelled
Every project at IGC would be staffed with a core team of senior consultants and
empanelled experts from industry and academia

                                              Senior Consultants with expertise in…
                                              • Education business planning & mgmt.
                      Client
                                              • Research methodologies
                     Sponsors                 • Operations strategy and process
                                              • Brand mgmt. and marketing
                                                operations
        Empanelled
                                              • IT strategy and implementation mgmt.
         Experts                              • Public policy and program mgmt.
                                              • Org. design and HR
                                  Team
                                              Empanelled experts for each track of
                                Consultants
                                              education…(K12andHigherEducation)
                                              • Directors, Deans, Administrators and
                                                senior academicians from leading
                                                education institutes in India
                                              • Industry professionals
THANK YOU!

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Advisory services to_india_education_v1

  • 1. Introduction – IGC Research & Consulting Services
  • 2. Advisory Services to Indian Education To position IGC as a knowledge leader in education sector, and create a research & consulting firm providing business advisory and implementation services to the stake holders in K12 and higher education in India. Team to comprise senior professionals with years of experience in: - Strategy and operations consulting - Academia and administration of education institutes - Transaction Advisory (M&A, Equity and Debt Funding) - Technology strategy and implementation consulting - Large projects and program management - Sales, marketing and brand management - Professionals with education qualifications from premier global institutes
  • 3. Research Led Consulting Services Clients Higher Educational Institutions Education • K12 Scholarship • Higher Education Management Audits International Stakeholders • Colleges and Universities • Education businesses • Not-for-profit organizations Digital Research Campus & Research Strategy Consulting Other stakeholders in Indian Education • Corporates • Investors (VCs/PEs) CSR Govt. & Public • Foundations Programme Sector Design Consulting • NGOs • Govt. and quasi-govt. org. Transaction Advisory
  • 5. Our Capability Areas in Higher Education (HE) We will help Higher Education (HE) institutions to build and improve major capabilities in Academics & Research, Operations, Funding and Financial Management, and Governance
  • 6. Launch Operate Turnkey Project Management –Planning through Launch We would understand the critical focus areas and appropriate sequencing of execution to effectively launch a new higher education institution and propose the following engagement framework through planning and launch of the institute of higher learning.
  • 7. Partnership & Alliances We will work with leading partners in India and internationally for identifying Higher Education institutions in India as prospective partners
  • 8. Franchise Development Services Franchisor Processes Franchisee Support • Document and/or review the following • Planning for each franchisee: processes : • Physical infrastructure • Teacher training on pedagogy • Teacher assessment • Financial planning • Infrastructure management • Marketing and branding support • Develop marketing collaterals • Business development • Supervise the implementation of: • Secondaryresearchtounderstandthemarketdema • Faculty recruitment nd.Includesmarketintelligence- • Teacher training and development sizing,shareandsegmentresearch&analysis • Potential franchisee identification and short • Teacher assessment listing • Org. and administrative policies and • Discussions with identified prospects procedures • Business due diligence of shortlisted partners • Negotiation support and agreements • Marketing & branding • Execution of MoU and agreements • F&A processes • Quarterly audits of franchisee processes
  • 9. India Entry Strategy: Consulting and Implementation Services Strategy & Implementation Planning •Market intelligence -sizing, share and segment research & analysis Business Planning & •Regulatory framework –applicable regulations, policies and rules Feasibility Studies •Financial modeling for feasibility and planning •Project implementation planning •Industry research and market intelligence •Potential target identification and short listing M&A Advisory •Discussions with identified targets Buy| Sell| Funding •Business, financial and legal due diligence* •Valuation and deal structuring •Negotiation support and agreements* •Execution of MOU / term sheet •Implementation and transaction closure Project Management •In-Depth Implementation Support Regulatory Approvals •Assistance in structuring and setting up Indian operations •Filing applications and obtaining necessary approvals Operation •Seeking and Developing Partnerships and Alliances Management
  • 10. Investment Advisory Pre Deal Phase Transaction Deal Origination Deal Support Management • Sector and sub-sector • Due diligence • Financial Modelling studies for target • Operational • Deal room support , identification • Financial including negotiations • Target short- • Commercial • Term Sheets and Legal listing.Construction and Documentation • IT strict adherence to ‘deal filters’ for origination work. • Human Capital • Monitoring deal pipeline • Legal* • Establish contacts and • Tax* organize meetings with the identified targets within the sub-segments • Prepare detailed company profiles of targets approached • Valuation analysis for each identified target
  • 11. Investment Advisory Investment Phase Exit Phase Investee Management Liquidity • Business Planning – One time and • Exit Strategy Plan ongoing • Identifying potential suitors and joint • Performance analysis & tracking of pitches investee firms; includes ongoing sector analysis • Business process improvements at investee companies; includes identifying areas of operational efficiencies and revenue enhancement • Management Talent hiring • Troubleshooting and turnaround initiatives • Objective approach maintained which also allows PE Fund to distance itself from issue.
  • 12. School Audits Our auditing services would provide educational leaders in K12 sectors with state-of-the-art resources, tools, and support services to enhance and promote student growth and school improvement through accreditation. Our research team, with inputs from practitioners and education experts has developed the Accreditation Standards for Quality Schools. The standards have been designed with the needs and challenges of K12 schools in India in mind. Accreditation is a voluntary method of quality assurance with an objective to evaluate, verify, and improve an education institution’s quality, leading to some of the following clearly defined benefits Establish Processes 3 Review Review of Existing Establishing and Documentation Established Standards and Standards & on identified Months Indicators Indicators Processes and Standards and Gap Documentation Indicators Phase 1 Phase 2 (12-14 Days) (1-2 Days)  The accreditation process involves our team spending time with the School management over 4 steps demonstrated above. Initial assessment, followed by establishment of processes and documentation to achieve prescribed standards and indicators is achieved in the Phase 1 of the process.  Phase 2 of the process reviews the implementation of established processes and recommendations, successful implementation of which leads to the Accreditation Certificate.  Continuous internal reviews once every year is a part of the accreditation process and is supported by us. The certification process is expected to be done afresh every 5 yrs, ensuring complete review of the processes
  • 13. Research Services Indian education sector is unique with its own challenges and opportunities. Today’s educators serve many stake holders including students, parents, regulatory bodies, government and employers. Our comprehensive Research Services would assist stakeholders in Indian education meet these demands and pressures with insightful strategies through customized research services. Apart from customized research services, we will come up with regular research reports under the following categories and segments Research Categories Content Realities Data on school performance, students, teachers, reach, equity etc Trends Reports on trends in the Indian education sector Influencers Reports on business & policy frameworks and issues influencing Indian education sector. These reports cover legal, regulatory and policy frameworks impacting Indian education Opportunities Reports are developed to identify opportunity areas for investors in terms of financial and social returns. Segments K12 Education | Higher Education| Pre-School| ICT | Coaching Classes | Vocational | Distance Education
  • 14. Social Sector Program Design and Evaluation Limited resources for educational programs combined with increasing expectations for evidence of impact has made effective management of programs more important than ever. Today, programs must define intended results in terms of improving student learning and achievement. Cogent with its data driven expertise will provide comprehensive educational program services from inception to implementation along with evaluation and reporting Needs Assessment Grant Proposals Program Implementation • Identify the program needs • Our professional proposal • Work with project leadership through consultations, writing services include planning and staff to review the institutional surveys and of the program design, implementation plans, feasibility studies development of the project objectives, and baseline data description, and submission of outlined in the original proposal the proposal for grants. towards targeted milestones of the project Design Data Collection Program Evaluation Program Implementation • Design and implement customized • Data collection, validation, and • Expertise in producing qualitative and quantitative key analysis, survey design and professionally designed booklets indicator data collection implementation, site visits, focus and brochures to share your instruments groups, and individual interviews. project strategies and outcomes. Summative evaluations to measure Document your accomplishments final outcomes and provide so that they can be disseminated information on the project's to stakeholders, and the general effectiveness.. public.
  • 15. Government & Public Sector Consulting Organisations across Government and the public sector require insights into the implications of key policies and wider trends on their current and future strategies in Education. We would combine a thorough knowledge of the way governments operate with an unrivalled expertise in Education as a sector to provide practical, delivery-focused policy analysis. Our research & consulting team would provide evidence-based advice to Government and public sector clients in India. Our consulting services to the government and public sector in India would comprise of design and implementation of policy and Public Private Partnerships (PPP) models in Education as a sector. Our assignments in government and public policy would involve: • Policy development advice • Option identification and appraisal • Feasibility & evaluation studies
  • 16. Sample Projects Entry strategy and implementation support for a Foreign Education Provider’s (FEP) entry into India Turnkey project management, from planning through launch, of a Entrepreneurship led Engineering and Business Schools. CSR strategy (design & implementation) for a corporates Design and documentation of the RFP for the voucher program of a State Governments Audits of school management processes for schools Business planning and implementation of vocational training business. Feasibility study for setting up a higher education institution for a Private Equity funds Online strategy, business planning and implementation of a new line of revenue generating online business for one of the largest publisher of books on competitive exam Due diligence review of investment opportunities in Higher Education for Private Equity funds Transaction advisory (sell-side mandate)for Education & Training providers Operating K-12 schools /HE Education Institutions
  • 18. Delivery Team of Experts – internal and empanelled Every project at IGC would be staffed with a core team of senior consultants and empanelled experts from industry and academia Senior Consultants with expertise in… • Education business planning & mgmt. Client • Research methodologies Sponsors • Operations strategy and process • Brand mgmt. and marketing operations Empanelled • IT strategy and implementation mgmt. Experts • Public policy and program mgmt. • Org. design and HR Team Empanelled experts for each track of Consultants education…(K12andHigherEducation) • Directors, Deans, Administrators and senior academicians from leading education institutes in India • Industry professionals