The ESG Toolkit gives sustainability, compliance and finance teams the documented policies, registers and reporting structures behind a credible environmental, social and governance programme: 20+ editable Word and Excel templates built around the disclosure topics recognised frameworks expect.
On this page:
- What is inside the ESG Toolkit
- Who this toolkit is for
- How the toolkit maps to ESG reporting frameworks
- Why buy instead of assembling it adviser by adviser
- Frequently asked questions
- Related sustainability and governance toolkits
What is inside the ESG Toolkit
The ESG Toolkit spans all three pillars in one coherent set, so your environmental data, social policies and governance controls are organised for assurance from the outset rather than reconciled at reporting time.
- ESG strategy, policy and governance framework
- Materiality assessment methodology and stakeholder engagement plan
- Environmental management policy plus carbon and greenhouse gas inventory register
- Energy, water and waste tracking templates
- Social policies covering diversity and inclusion, human rights, health and safety and community engagement
- Supply chain and responsible sourcing procedure with a supplier ESG register
- Governance policies for ethics, anti-bribery, whistleblowing and board oversight
- ESG KPI dashboard and disclosure reporting templates
- Data collection and assurance-readiness records
Who the ESG Toolkit is for
Investors, lenders, regulators and major customers increasingly ask one hard question: can you show, in writing, how your organisation manages its environmental footprint, treats its people and governs itself? This pack is for the team that has to answer it.
It suits mid-sized companies entering the reporting perimeter for the first time, suppliers being pulled into a large customer’s disclosure chain, and consultants who need a structured baseline across three domains at once.
How the ESG Toolkit maps to reporting frameworks
The disclosure structure draws on recognised reference points including the GRI Standards, the ISSB’s IFRS S1 and S2 disclosures, the UN Global Compact principles and the Sustainable Development Goals. Templates are organised by disclosure topic rather than by framework, so the same data set feeds more than one report.
Framework detail and current standards are published by bodies such as the Global Reporting Initiative.
Why the ESG Toolkit beats assembling it adviser by adviser
Building ESG documentation across three very different domains normally pulls in multiple advisers and drags on for a quarter or more, because environmental, social and governance workstreams rarely share a data model.
This bundle collapses that into a practical head start. Every file is fully editable, giving you reporting readiness, a coherent framework across all three pillars, and no recurring consultant spend for the groundwork.
ESG Toolkit frequently asked questions
Does it calculate our carbon footprint?
It provides the greenhouse gas inventory register and the energy, water and waste trackers that structure the data by scope and source. The emission factors and activity data are yours to supply.
Is it aligned to CSRD?
The disclosure topics and the double-materiality style assessment map onto the areas CSRD reporting covers, and the same data feeds ISSB and GRI reporting. Entity-specific CSRD gap work still applies.
Who typically owns these documents?
Usually a sustainability or compliance lead, with finance owning the metrics and the board owning the governance policies. The pack is structured so those three groups can work from the same files.
Related sustainability and governance toolkits
For certifiable environmental management add the ISO 14001 Toolkit, and for energy performance the ISO 50001 Toolkit. On the governance side, the ISO 37001 Toolkit covers anti-bribery, the ISO 37301 Toolkit covers compliance management, and the COSO Toolkit covers internal control and enterprise risk.
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