Sustainability Reporting Toolkit

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Coordinate efforts to set goals and adopt new programs, track the impacts of changes in operations, lead internal and external audits waste and recycling separation, energy and water use etc.

  • Devise: depth of knowledge on corporate environmental performance, climate change, circularity and current sustainability trends.

  • Prioritize new goals and initiatives based on environmental impact, budget considerations, and community support.

  • Communicate regularly with colleagues regarding sustainability initiatives and efforts through formal trainings and regular workplace interactions.

  • Contribute to developing and ensuring Operational Excellence around regular updates of sustainability metrics and reporting.

  • Support clients in sustainability strategy development, Quantitative Analysis and sustainability program implementation.

  • Be accountable for building relationships with colleagues across multiple service lines to provide seamless integrated service.

  • Ensure you orchestrate; lead the charge on organization sustainability initiatives, along with managers and departments, by coordinating current sustainability programs, plans and initiatives.

  • Reinforce relationships and partnerships with leading environmental, health and community organizations that support your sustainability and social impact aims.

  • Ensure you advise; recommend and prepare long range needs in preparation for multi year capital improvement project to move sustainability projects forward.

  • Manage work with product, marketing/growth, design data, and Engineering teams to incorporate sustainability across your product offerings.

  • Categorize your organizations non profIT Organization relationships to identify opportunities to expand impact, either geographically or through additional flow programs.

  • Be accountable for translating business and Customer Requirements, using Data Analysis and metrics to drive the right business outcomes.

  • Manage: act upon the commercial needs of organization, drive Commercial Management strategies (internally and with clients) and deliver work to the financial success of your organization.

  • Be accountable for coordinating with staff, specialization consultants, video producers, and the knowledge and Learning team to ensure the Media Business Unit delivers engaging e learning material for programs.

  • Be accountable for supporting Business Development activities with existing and prospective clients in the private and public sectors.

  • Determine data needs for climate commitment reporting and partner with appropriate units for collection, evaluation, and management.

  • Pilot: proactively and professionally respond to client needs and objectives instigate, take, interrogate and shape client briefs.

  • Help identify and validate internal metrics needed to support Interfaces external Sustainability Reporting.

  • Identify and prioritize areas for NEW sustainability efforts and recommend strategies for proactively addressing relevant sustainability issues.

  • Improve the visibility of organization sustainability efforts through streamlined reporting and Data Analysis.

  • Develop and manage environmental sustainability and social impact strategies and programs across your organization to drive continual improved performance.

  • Assure your business develops and presents monthly energy and sustainability status and variance reports and conducts monthly energy and sustainability team meetings.

  • Develop and implement strategies to elevate awareness, increase participation, and cultivate a culture of equity focused environmental stewardship.

  • Serve as a central point of contact for any and all interfaces with stakeholders on the subject of Sustainability performance.

  • Arrange that your group complies; strategies for a portfolio of sub categories; fostering of supplier relationships; and, reporting of outcomes of efforts.

  • Represent your organization with external stakeholders relating to your organizations responses or positions on sustainability or sustainable business topics.

  • Ensure you orchestrate; understand and work with data providers to incorporate ESG factors into the creation of sustainability metrics and composite personal and organization impact scores.

  • Organize: review and research the current landscape of options to enable a potential net zero commitment, collecting and ranking potential pathways.

  • Develop dashboards and metrics to track and report success, at the corporate level, you customer level and at the customer population level.

  • Control: review data and conduct Gap Analysis to identify opportunities for Continuous Improvement in reporting processes and strategies for reduction.


Save time, empower your teams and effectively upgrade your processes with access to this practical Sustainability Reporting Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Sustainability Reporting 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 Sustainability Reporting specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Sustainability Reporting 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Sustainability Reporting improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the estimated costs of proposed changes?

  2. Where can you break convention?

  3. What role does communication play in the success or failure of a Sustainability Reporting project?

  4. Is risk periodically assessed?

  5. Political -is anyone trying to undermine this project?

  6. What is the problem and/or vulnerability?

  7. Are the key business and technology risks being managed?

  8. What are the clients issues and concerns?

  9. What resources go in to get the desired output?

  10. Are required metrics defined, what are they?

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 Sustainability Reporting book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Sustainability Reporting 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 Sustainability Reporting Self-Assessment and Scorecard you will develop a clear picture of which Sustainability Reporting 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 Sustainability Reporting 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 Sustainability Reporting projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Sustainability Reporting project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Sustainability Reporting project team have enough people to execute the Sustainability Reporting project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Sustainability Reporting project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

  • 1.1 Sustainability Reporting project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Sustainability Reporting Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Sustainability Reporting 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 Sustainability Reporting 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 Sustainability Reporting 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 Sustainability Reporting project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Sustainability Reporting 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 Sustainability Reporting 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 Sustainability Reporting investments work better.

This Sustainability Reporting 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.