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Playbook

ESG & carbon accounting readiness playbooks

Guidance for materiality assessment, GRI disclosures and ISO 14064 greenhouse gas inventories.

Overview

A practical guide for organisations preparing their first ESG report or carbon footprint. It explains each step in plain language and includes the templates needed to collect data from departments.

What’s included

  • Step-by-step guide to materiality assessment with a stakeholder survey template
  • Data request templates for energy, fuel, refrigerants, waste and travel
  • GHG calculation workbook covering Scope 1, Scope 2 and common Scope 3 categories
  • GRI disclosure checklist and a report outline

Who it’s for

  • Sustainability and ESG officers
  • Exporters asked by customers for carbon data
  • Finance teams preparing ESG disclosures

How to use it

  1. 1

    Run the materiality assessment to choose the topics you will report on.

  2. 2

    Send the data request templates to each department.

  3. 3

    Enter activity data in the calculation workbook to produce your inventory.

  4. 4

    Use the GRI checklist and outline to draft the report.

Format & requirements

PDF guide plus Word and Excel templates. Emission factors must be updated to the sources your verifier accepts.

Licence

Licensed for internal use by the purchasing organisation. Not for resale or publication.