ESG
ESG Assessment
What This Template Is
The ESG Assessment template provides a structured framework for assessing an organization's or vendor's environmental, social, and governance performance. It covers emissions, resource use, workforce practices, human rights, board governance, and ethics — aligned with major ESG reporting frameworks.
Who Should Use It
ESG managers assessing organizational ESG performance
Sustainability teams preparing ESG disclosures and reports
Procurement teams evaluating vendor ESG practices
Compliance officers managing ESG disclosure requirements (CSRD, SEC, SFDR)
What It Contains
Environmental section: GHG emissions (Scope 1, 2, 3), energy use, water use, waste, biodiversity
Social section: workforce diversity, health & safety, labor practices, human rights, community impact
Governance section: board composition, executive compensation, ethics, anti-corruption, whistleblowing
Framework alignment: mapping to GRI, SASB, TCFD, ISSB, CSRD disclosure requirements
Materiality assessment: identification of material ESG topics for the organization
Target tracking: ESG targets, progress, and gap analysis
Evidence collection: supporting data, policies, certifications, and assurance reports
When to Use It
- When establishing an ESG baseline for the organization
- During annual ESG reporting and disclosure preparation
- When assessing vendor ESG practices as part of due diligence
- When preparing for ESG assurance or certification
How to Use It
1
Create an ESG assessment from the template within the ESG & Sustainability module
2
Customize sections based on your industry's material ESG topics and applicable reporting frameworks
3
Collect data and evidence for each section, referencing policies, certifications, and metrics
4
Assess performance against targets and framework requirements, identifying gaps
5
Generate ESG reports and disclosure-ready outputs, and track remediation for identified gaps