ESG Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical ESG Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any ESG related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated ESG specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the ESG Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which ESG improvements can be made.

Examples; 10 of the 992 standard requirements:


1. Does your organization have the appropriate mechanisms in place to understand the potential adverse human rights impacts on affected stakeholders and how to respond appropriately?
   
   

2. What esg regulations apply to this property that may require disclosure of environmental performance, audits, or commissioning, expedited permitting, or other esg compliance?
   
   

3. Does your organization take a pro active approach to matters of environmental concern with respect to the product design, business practices, distribution, and procurement?
   
   

4. What is the process to ensure communications are aligned with your organizations purpose and the messaging is consistent across financial and other organization reporting?
   
   

5. Can your organization demonstrate the efficacy of initiatives by tracking investment in ESG and relating it to meaningful outcomes for the business and its stakeholders?
   
   

6. Has management engaged with public organization auditors on how to evolve and mature its ESG program to meet the increasing requirements of the market and regulators?
   
   

7. Are there requirements for investment managers to integrate ESG issues into investment strategies and are there investment exclusions which are based on ESG factors?
   
   

8. Is your organization transparently tracking the performance against milestone goals, as well as long term goals, so stakeholders and others can monitor progress?
   
   

9. Does the importance of ESG require its formal inclusion in the incentive plans, or can ESG be effectively measured and disclosed outside of the incentive plans?
   
   

10. How will consolidation of ESG data providers and integration with financial rating departments and stock exchanges affect the market and data/ratings provided?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the ESG book in PDF containing 992 requirements, which criteria correspond to the criteria in...


Your ESG self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the ESG Self-Assessment and Scorecard you will develop a clear picture of which ESG areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough ESG Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage ESG projects with the 62 implementation resources:


• 62 step-by-step ESG Project Management Form Templates covering over 1500 ESG project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Team Operating Agreement: Are there more than two functional areas represented by your team?
   
   

2. Quality Management Plan: Contradictory information between document sections?
   
   

3. Schedule Management Plan: Is your organization certified as a supplier, wholesaler and/or regular dealer?
   
   

4. Decision Log: It becomes critical to track and periodically revisit both operational effectiveness; Are you noticing all that you need to, and are you interpreting what you see effectively?
   
   

5. Scope Management Plan: The greatest degree of uncertainty is encountered during which phase of the ESG project life cycle?
   
   

6. Cost Management Plan: Is there an on-going process in place to monitor ESG project risks?
   
   

7. Activity List: For other activities, how much delay can be tolerated?
   
   

8. Monitoring and Controlling Process Group: What good practices or successful experiences or transferable examples have been identified?
   
   

9. Activity Attributes: How difficult will it be to complete specific activities on this ESG project?
   
   

10. Closing Process Group: What areas does the group agree are the biggest success on the ESG project?


 
Step-by-step and complete ESG Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 ESG project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 ESG project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 ESG project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 ESG project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 ESG project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 ESG project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any ESG project with this in-depth ESG Toolkit.

In using the Toolkit you will be better able to:


• Diagnose ESG projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in ESG and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make ESG investments work better.

This ESG All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.