Siegfried Travel Designations

In-Market Road Warrior

An In-Market Road Warrior (RW) lives proximate to (commuting distance, see above) one of our Siegfried Markets with a preference to travel up to 100% of their deployed time on projects of at least nine months or longer. The choice to become or to leave this RW designation may be elected annually through the Firm’s travel designation process. RWs have a preference for travel projects, but they are also fully open to working on local in-office projects. Additionally, an In-Market Road Warrior may be offered projects that are fully or hybrid remote work. Hybrid may include travel for an initial period (e.g., onboarding/initial training), periodically (e.g., one week per month), intermittently (2-3 days per week), or ad hoc upon request (e.g., for specific meetings or other in-person experience(s)). The intent of the In-Market RW designation is to allow Professional Resources who live within a reasonable commute of one of our Siegfried Markets to travel up to 100% of the time for projects to gain a variety of experiences outside of their local home market with exciting travel opportunities.

In-Market Road Warriors may be asked to travel when travel projects become available to meet client needs so long as such travel projects align with the In-Market Road Warrior’s level and Siegfried’s promise of Interesting and Challenging work. If an In-Market Road Warrior is resistant to level- appropriate travel projects, they could face Salability concerns in Siegfried’s PVS process. The In-Market RW designation is not a full remote option, although as remote projects are available, In-Market Road Warriors are eligible for those deployments. The Professional Resource Director will discuss this with the Professional Resource throughout the Deployment process. When traveling for a project, an In-Market Road Warrior is willing to undertake fulltime travel projects of at least nine months or longer and, in most cases, is offered the opportunity to travel home two weekends per month at the client’s or Siegfried’s expense. If fully traveling, an In-Market Road Warrior is expected to do so for the duration of each project.

Travel Incentive Compensation: 30% of Professional Resource’s Base Compensation (prorated based on number of qualified travel nights)

Conditional Traveler

Conditional Travelers reside within commuting distance of one of our Siegfried Markets and are open to overnight travel projects for up to 90 days per project.

The intent of the Conditional Traveler designation (CT) is to allow our in-market Professional Resources who reside within commuting distance of one of our Siegfried Markets and who are seeking occasional or partial travel for projects to gain a variety of experiences outside of their local home market with exciting travel opportunities. Conditional Travelers will be given opportunities to travel to client-sites for projects outside of their home market on an occasional, partial, or, if desired, full-time basis.

Conditional Travelers are open to up to 90 days of overnight travel (outside of the home Market) per project. The 90-day threshold can be met either through a fulltime, travel project or through a hybrid travel project, which may include travel for an initial period (e.g., orientation/initial training), periodically (e.g., one week per month), intermittently (2-3 days per week), or ad hoc upon request (e.g., for specific meetings or other in-person experience(s)) for a maximum of 90 total overnight days over the course of the entire project. A Conditional Traveler is willing to accept in-Market fulltime onsite projects, in-Market hybrid projects, or full remote projects and is not guaranteed travel projects.

As the intent of the CT designation is to allow Professional Resources who live within Siegfried Markets to travel up to 90 days per travel projects in order to gain a variety of experiences outside of their local home market with exciting travel opportunities. Conditional Travelers may be asked to travel up to 90 days per project when such travel assignments become available to meet client needs. The CT designation is not a full remote option, although as remote projects are available, Conditional Travelers are eligible for those deployments. The Professional Resource Director will discuss this with the Professional Resource throughout the Deployment process.

In most cases, Conditional Travelers who are fully traveling for a project are offered the opportunity to travel home every weekend at the client’s or Siegfried’ s expense. A Conditional Traveler is willing to travel for participation in Siegfried Events such as MY Journey®, National Summit, LDP, Orientation Experience, etc.

Travel Incentive Compensation: 18% of Professional Resource’s Base Compensation (for the project, prorated based on number of qualified travel nights; with a minimum of 3 qualified travel nights/month)

No Travel

The No Travel designation is offered to our Professional Resources who do not have an interest in considering out-of-market projects. A No Traveler is willing to work on-site at client worksites (either fulltime or hybrid) within their home Market and is willing to accept remote work projects. This travel designation is not a fully remote option.

National Road Warrior

The intent of the National Road Warrior (NRW) designation is to allow our Professional Resources (PRs) living outside of one of our 18 Siegfried Markets ((e.g., local, brick and mortar offices) the opportunity to gain a variety of experiences outside of one of Siegfried’s markets with exciting travel opportunities.

The NRW designation is chosen by a Professional Resource who is seeking to travel up to 100% of the time while deployed on projects, which can last at least nine months or longer. The choice to become or to leave the NRW designation must be approved by the National Professional Resource Team (NPRT) on an annual basis. Opportunities to become a NRW will be considered based on the-current business needs, including desired total volume of NRW PRs and client need with respect to remote/hybrid/on-site work. National Road Warriors are not guaranteed travel projects. National Road Warriors are expected to maintain a primary permanent residence in the contiguous U.S., proximate to a major metropolitan airport to allow ease of travel to/from client worksites and Siegfried events.

If a National Road Warrior lives proximate to one of our Siegfried Markets or Siegfried client(s), they may be offered an opportunity to be deployed on client projects within their geographic proximity (including but not limited to fulltime local in-person projects). Travel incentives will not be available for such local projects. Additionally, a National Road Warrior may be offered projects that are fully or hybrid remote work. Hybrid may include travel for an initial period (e.g., onboarding/initial training), periodically (e.g., one week per month), intermittently (2-3 days per week), or ad hoc upon request (e.g., for specific meetings or other in-person experience(s)).

The NRW designation is not a full remote offering, although as remote projects are available, National Road Warriors are eligible for those deployments. The National Road Warrior is expected to display flexibility in project selection and location for projects that otherwise align with the National Road Warrior’s level and Siegfried’s promise of Interesting and Challenging work, including local assignments. The Professional Resource Director will discuss this with the Professional Resource throughout the Deployment process.

In most cases, National Road Warriors who are fully traveling for a project are offered the opportunity to travel home two weekends per month at the client’s or Siegfried’s expense. If fully traveling, a National Road Warrior is expected to do so for the duration of each project. A National Road Warrior is willing to travel for participation in Siegfried Events such as MY Journey®, National Summit, LDP, Orientation Experience, etc. NRWs living proximate to one of Siegfried’s offices are expected to comport with all MY Time expectations, including reporting into the office in a hybrid capacity.

Travel Incentive Compensation: 30% of Professional Resource’s Base Compensation (prorated based on number of qualified travel nights)

National Conditional Traveler

The intent of the National Conditional Traveler (NCT) designation is to allow, such designated Professional Resources living outside one of our 18 Siegfried Markets (e.g., local, brick and mortar offices) who are open to projects within a reasonable commute (see above) of their home base or who are seeking occasional or partial travel for projects to gain a variety of experiences outside of their local home base with exciting travel opportunities. NCTs will be given opportunities to travel to client-sites for projects within a reasonable commute of their home, or projects outside of their home base on an occasional, partial, or full-time basis. NCTs are neither guaranteed travel projects or full remote projects.

The NCT designation is given to a Professional Resource who is open to commuting locally from their home base (a reasonable commute, see above) as well as open to traveling to client sites for up to three months (90 days) per client project. Commuting locally to a client near their home base does not count toward the three-months (90 days) of travel as it does not meet the requirements of a travel project (e.g., no overnight stay). The three-month (90 day) threshold may be met through either a fulltime, travel project for a total of three months or through a hybrid travel project, which may include travel for an initial period (e.g., onboarding/initial training/first 3 months), periodically (e.g., one week per month), intermittently (2-3 days per week), or ad hoc upon request (e.g., for specific meetings or other in-person experience(s)). If such travel projects are not available, a NCT may be offered geographically local or remote projects. If a remote project asks for travel at any point in the project, the NCT will agree to travel up to three months (90 days per project). Ultimately, the Firm is expecting the NCT PR to be flexible as to their deployment to client projects.

The choice to become or to leave the NCT designation must be approved by the NPRT Leadership and is subject to annual eligibility based on the number of and geography of the home base of the NCTs in the Firm. Opportunities to become a NCT will be considered based on the-current business needs, including desired total volume of NCT PRs and client need with respect to remote/hybrid/on-site work.

National Conditional Travelers are expected to maintain a primary permanent residence in the contiguous U.S., proximate to a major metropolitan airport to allow ease of travel to/from client worksites and Siegfried events.

As the intent of the NCT designation is to allow freedom of geography while meeting client needs, if a Professional Resource is resistant to level appropriate travel for client work up to three months per client project, they could face Salability concerns in Siegfried’s PVS process.

The Professional Resource Director will discuss this with the Professional Resource throughout the Deployment process. In most cases, National Conditional Travelers who are fully traveling for a project are offered the opportunity to travel home every weekend at the client’s or Siegfried’ s expense. A National Conditional Traveler is willing to travel for participation in Siegfried Events such as MY Journey®, National Summit, LDP, Orientation Experience, etc. NCTs living proximate to one of Siegfried’s offices are expected to comport with all MY Time expectations, including reporting into the office in a hybrid capacity.

Travel Incentive Compensation: 18% of Professional Resource’s Base Compensation (for the project, prorated based on number of qualified travel nights; with a minimum of 3 qualified travel nights/month)

Travel Designation Examples

National Conditional Traveler

Joe, a NCT living in Nashville, TN is selected for a client project in Charlotte, NC who would like Joe to be on-site in their offices for the entirety of the project, from February 1 through April 30. Joe earns travel incentives in accordance with Siegfried’s then-current incentive plans commencing on the 3rd qualified overnight stay. In June of the same year, Joe is selected for a client project in Atlanta, GA. The client would like Joe to travel to Georgia the first week of every month commencing June 1 through January 10 to leverage the first week of the monthly close process together with the client’s finance team from their offices in Atlanta. Other than the first week of each month, Joe works from his home office in Nashville on a remote basis. As an NCT, Joe agrees to travel up to 90 days on this new client project (despite already traveling 90 days this calendar year on the prior project). Joe earns travel incentives in accordance with Siegfried’s then-current incentive plans commencing on the 3rd qualified overnight stay. Joe does not earn travel incentives for days worked from his home office in Nashville.
National Conditional Traveler

Grace, a NCT living in Seattle, WA is selected for a client project in San Francisco, CA. The client would like Grace to travel to San Francisco Monday-Thursday three weeks of each month commencing June 1 through September 30 to leverage time with her team as the client seeks to IPO. On Fridays and the remaining week each month, Grace works from her home office on a remote basis. Grace agrees to this arrangement of 12 travels per month for the four-month period (for a total of 48 travel nights). As an NCT, Grace is eligible to decline travel after achieving the yearly three-month threshold on this client project (but would be expected to travel an additional 90 days on any new client assignment in the same year or up to an additional 90 days on the same project in the new calendar year). Grace earns travel incentives in accordance with Siegfried’s then-current incentive plans commencing on the 3rd qualified overnight stay. Grace does not earn travel incentives for days worked from her home office in Seattle.
No Traveler

Sam, a No Traveler living in our Philadelphia, PA Market, is selected for a client project in Philadelphia who would like Sam to come into the office 2-3 days per week for the duration of the project. As a No Traveler, Sam agrees to go into the client office as needed for the duration of the project.
National Road Warrior

Dante, a NRW living in Dallas, TX is selected for a client project in Boise, ID for a fulltime in-office project. Dante agrees to this travel assignment and earns travel incentives in accordance with Siegfried’s then-current incentive plans commencing on the 3rd qualified overnight stay. Dante can travel home at either the client’s or Siegfried’s expense two weekend per month. Dante is also eligible to participate in Siegfried’s In Lieu of Travel (ILOT) program. As an NRW, Dante is given priority for travel assignments.
In-Market Road Warrior

Ines, an In-Market RW living in commuting distance of Siegfried’s Boston, MA Market is selected for a client project in Burlington, VT for a fulltime in-office project. Ines agrees to this travel assignment and earns travel incentives in accordance with Siegfried’s then-current incentive plans commencing on the 3rd qualified overnight stay. Ines can travel home at either the client’s or Siegfried’s expense two weekends per month. Ines is also eligible to participate in Siegfried’s In Lieu of Travel (ILOT) program. As an In-Market RW, Ines is given preference for travel assignments.
Conditional Traveler

Sophia, a CT living in Siegfried’s Los Angeles Market, is selected for an engagement in Sacramento, CA that requires in-office work for the first three months. Sophia agrees to accept this assignment, understanding that after 90 travel days, she can work remotely from her home in Los Angeles. Sophia is asked to continue working onsite after the first 90 days. Sophia is enjoying the engagement and is excited to continue earning travel incentives and agrees to continue working onsite in Sacramento. As a Conditional Traveler, she earns travel incentives in accordance with Siegfried’s then-current incentive plans commencing on the 3rd qualified overnight stay. As a Conditional Traveler, Sophia can travel home at either the client’s or Siegfried’s expense every weekend. Sophia is also eligible to participate in Siegfried’s In Lieu of Travel (ILOT) program.
National Road Warrior

William, an NRW who recently relocated from Pittsburgh, PA to Cleveland, OH, is deployed to a local Cleveland client assignment with a need for fulltime onsite, in-person work. Because the client site is within commuting distance for William, he agrees to accept the assignment and does not earn travel incentives (but remains eligible for all other incentives, including production, CSI, continuous bonus days, etc.).
National Conditional Traveler

Jessica, an NCT living in Dallas, TX is assigned to a local, Dallas client project requiring 2-3 days in the office with the remainder of the work being performed remotely. The client is expected to last 12 months. Jessica accepts the client assignment, which is within commuting distance of her home, and does not earn travel incentives (but remains eligible for all other incentives, including production, CSI, continuous bonus days, etc.). This assignment is not eligible for the 90-day cap as it is not a travel project and Jessica is expected to work on-site in a hybrid capacity for the entirety of the project.