Free compliance, quality & safety checklists
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CSRD / ESRS Reporting Readiness Checklist
Assess readiness to publish a sustainability statement under the EU Corporate Sustainability Reporting Directive and the European Sustainability Reporting Standards.
GHG Protocol Scope 1 & 2 Inventory Checklist
Build a defensible Scope 1 and Scope 2 greenhouse gas inventory following the GHG Protocol Corporate Accounting and Reporting Standard.
Carbon Credit Quality Assessment (ICVCM) Checklist
Assess the quality and integrity of carbon credits against the ICVCM Core Carbon Principles before purchase or retirement.
Environmental Product Declaration (EPD) ISO 14025 Checklist
Prepare and verify a Type III Environmental Product Declaration based on Product Category Rules under ISO 14025 and EN 15804.
Product Environmental Footprint (PEF) Study Checklist
Conduct a Product Environmental Footprint study following the EU PEF method and category rules (PEFCR) across 16 impact categories.
GHG Protocol Scope 3 Category Deep-Dive Checklist
Screen and account for all 15 Scope 3 categories under the GHG Protocol Corporate Value Chain Standard, from purchased goods to investments.
ESRS G1 Business Conduct Checklist
Prepare ESRS G1 disclosures on corporate culture, anti-corruption, political engagement, supplier payment practices and business conduct under the CSRD.
ESRS S2 Workers in the Value Chain Checklist
Prepare ESRS S2 disclosures on material impacts, risks and opportunities affecting workers in the upstream and downstream value chain under the CSRD.
ESRS S1 Own Workforce Checklist
Prepare ESRS S1 disclosures on working conditions, equal treatment, and other work-related rights for the undertaking's own workforce under the CSRD.
ESRS E5 Resource Use and Circular Economy Checklist
Prepare ESRS E5 disclosures on resource inflows and outflows, waste, and circular economy strategies for CSRD sustainability reporting.
ESRS E4 Biodiversity and Ecosystems Checklist
Prepare ESRS E4 disclosures on biodiversity and ecosystem impacts, dependencies, transition plans and metrics for CSRD sustainability reporting.
ESRS E3 Water and Marine Resources Checklist
Prepare ESRS E3 disclosures on water consumption, withdrawal and discharge, water-stressed areas, and marine resource impacts for CSRD reporting.
ESRS E2 Pollution Disclosure Checklist
Prepare ESRS E2 Pollution disclosures on pollution of air, water and soil, substances of concern, and microplastics for CSRD sustainability reporting.
Responsible Business Alliance (RBA) VAP Audit Readiness Checklist
Prepare a manufacturing site for an RBA Validated Assessment Program (VAP) audit across Labor, Health & Safety, Environment, Ethics, and Management Systems.
EcoVadis Sustainability Rating Readiness Checklist
Prepare documentation and management systems for an EcoVadis assessment across the four themes: Environment, Labor & Human Rights, Ethics, and Sustainable Procurement.
Sedex SMETA Social Audit Readiness Checklist
Prepare a site for a SMETA 2-Pillar or 4-Pillar ethical trade audit against the ETI Base Code and local law.
RSPO Sustainable Palm Oil Supply Chain Checklist
Assess compliance for handling certified sustainable palm oil under an RSPO supply chain model (Identity Preserved, Segregation, Mass Balance, or Book & Claim).
Rainforest Alliance Cocoa & Coffee Traceability Checklist
Verify traceability and chain-of-custody requirements for certified cocoa and coffee under the Rainforest Alliance 2020 program, including mass balance and traceability levels.
Better Cotton (BCI) Chain of Custody Checklist
Assess supplier compliance with the Better Cotton Chain of Custody, including mass balance credits, the Better Cotton Platform, and claims for sourced volumes.
Higg Index Textile Facility Environmental Module (FEM) Checklist
Prepare a manufacturing facility to complete and verify the Higg Facility Environmental Module (FEM) across environmental management, energy, water, and chemicals.
UN Guiding Principles Human Rights Impact Assessment Checklist
Structure a human rights impact assessment and ongoing due diligence process consistent with the UN Guiding Principles (Ruggie Framework) and OECD guidance.
Operational Grievance Mechanism Effectiveness Checklist (UNGP Principle 31)
Evaluate an operational-level grievance mechanism against the eight effectiveness criteria of UN Guiding Principle 31.
Gender & Ethnicity Pay Gap Reporting Checklist
Prepare a compliant gender and ethnicity pay gap analysis and disclosure, covering data scope, required metrics, and narrative reporting.
GRI 207 Tax Transparency Reporting Checklist
Assess readiness to report tax strategy, governance, stakeholder engagement, and country-by-country data under GRI 207.
ISO 37001 Anti-Bribery Management System Checklist
Assess the design and operation of an anti-bribery management system against ISO 37001, covering risk assessment, due diligence, controls, and monitoring.
EU Whistleblower Directive Compliance Checklist
Assess internal reporting channels and case handling against the EU Whistleblower Protection Directive (2019/1937) and ISO 37002 good practice.
PCAF Financed Emissions Accounting Checklist
Assess methodology, data quality, and disclosure for measuring financed emissions of a loan and investment portfolio under the PCAF Standard.
Green Bond (ICMA GBP) Use-of-Proceeds Checklist
Assess a green bond framework and issuance against the four core components of the ICMA Green Bond Principles plus external review and impact reporting.
Sustainability-Linked Loan (SLLP) Structuring Checklist
Assess a sustainability-linked loan against the five core components of the Sustainability-Linked Loan Principles, including KPI selection and SPT calibration.
UN SDG Contribution Mapping & Reporting Checklist
Structure a credible mapping of business activities to the UN Sustainable Development Goals, avoiding SDG-washing, using the SDG Compass and Business Reporting on the SDGs guidance.
Integrated Reporting <IR> Framework Checklist
Assess an integrated report against the guiding principles and content elements of the Integrated Reporting Framework, including the six capitals and value creation over time.
AI Governance & Data Ethics ESG Checklist
Assess responsible AI and data ethics governance as an emerging ESG topic, covering accountability, fairness, transparency, and risk management under ISO/IEC 42001 and the NIST AI RMF.
GRESB Real Estate Assessment Readiness Checklist
Prepare a real estate fund or portfolio for the annual GRESB Real Estate Assessment across the Management, Performance, and Development components.
Extended Producer Responsibility & Packaging Compliance Checklist
Assess compliance with extended producer responsibility obligations for packaging, including registration, fees, eco-modulation, and recyclability design.
ISO 20400 Sustainable Procurement Checklist
Embed sustainability into procurement policy, strategy, and process across the sourcing lifecycle using the guidance of ISO 20400.
Net-Zero Transition Plan (TPT) Checklist
Develop a credible, decision-useful climate transition plan following the TPT Disclosure Framework's five elements and supporting sub-elements.
Climate Scenario Analysis Readiness Checklist
Structure a climate scenario analysis to test business strategy resilience against physical and transition risks across multiple warming pathways.
Internal Carbon Pricing Program Checklist
Design and operationalize an internal carbon pricing mechanism to embed climate costs into capital allocation and business decision-making.
Renewable Energy Procurement (RECs & PPAs) Checklist
Evaluate renewable electricity procurement strategies including RECs, PPAs, and green tariffs to support credible market-based Scope 2 and RE100 claims.
ISO 50001 Energy Management System Readiness Checklist
Assess readiness to establish, certify, and maintain an energy management system that drives continual improvement in energy performance under ISO 50001.
ISO 14067 Product Carbon Footprint Checklist
Quantify and report the carbon footprint of a product across its life cycle following the principles, requirements, and guidelines of ISO 14067.
ISO 14040/14044 Life Cycle Assessment Checklist
Conduct a rigorous life cycle assessment covering the four phases of goal and scope, inventory, impact assessment, and interpretation per ISO 14040/44.
AWS International Water Stewardship Standard Checklist
Prepare a site for Alliance for Water Stewardship certification by addressing catchment context, water balance, water quality, and shared water challenges.
TNFD Nature-Related Disclosure (LEAP) Checklist
Prepare nature-related risk and opportunity disclosures using the TNFD framework and the LEAP approach for locating, evaluating, assessing, and preparing.
Circular Economy & Waste Management Checklist
Assess programs for waste reduction, material circularity, and resource efficiency against circular economy principles and the waste hierarchy.
Sustainability Assurance Readiness (ISAE 3000 / ISSA 5000) Checklist
Prepare sustainability information for limited or reasonable assurance engagements by strengthening controls, evidence, and reporting criteria.
ESG Ratings Preparation Checklist (MSCI & Sustainalytics)
Prepare for and improve outcomes in major ESG rating assessments by aligning disclosures, data availability, and controversy management.
Board ESG Governance & Oversight Checklist
Evaluate board-level governance of sustainability, including oversight structures, competence, incentives, and integration of ESG into strategy and risk.
Diversity, Equity & Inclusion Metrics Reporting Checklist
Structure the collection and disclosure of diversity, equity, and inclusion metrics including workforce composition, pay equity, and inclusion outcomes.
Conflict Minerals Due Diligence (Dodd-Frank 1502) Checklist
Structure conflict minerals due diligence for tin, tungsten, tantalum, and gold following the OECD five-step framework and SEC reporting requirements.
Living Wage Assessment Checklist
Assess whether workers across operations and supply chain earn a living wage using recognized benchmarks and remediation of wage gaps.
EU Taxonomy Alignment Assessment Checklist
Assess economic activities against the EU Taxonomy for eligibility, substantial contribution, do-no-significant-harm, and minimum safeguards.
GHG Protocol Scope 3 Value Chain Inventory Checklist
Screen and quantify value-chain emissions across the 15 Scope 3 categories using the GHG Protocol Corporate Value Chain (Scope 3) Standard.
GRI Standards Sustainability Report Readiness Checklist
Confirm your sustainability report meets the GRI Universal Standards for reporting in accordance with GRI.
SASB Industry Standards Disclosure Checklist
Prepare investor-focused, financially material sustainability disclosures aligned to the SASB Standards (now maintained by the ISSB).
TCFD Climate-Related Financial Disclosure Checklist
Structure climate-related financial disclosures across the four TCFD pillars: governance, strategy, risk management, and metrics and targets.
ISSB IFRS S1 & S2 Sustainability Disclosure Readiness Checklist
Assess readiness for the ISSB's IFRS S1 general requirements and IFRS S2 climate-related disclosures.
Science Based Targets (SBTi) Target-Setting Readiness Checklist
Prepare and validate corporate near-term and net-zero targets under the Science Based Targets initiative criteria.
SEC Climate Disclosure Rule Readiness Checklist
Prepare registrant disclosures for the SEC climate-related disclosure requirements in annual reports and registration statements.
CDP Water Security & Forests Disclosure Checklist
Prepare responses to the CDP Water Security and Forests questionnaires covering water stewardship and forest-risk commodities.
Double Materiality Assessment Checklist
Conduct a robust double materiality assessment covering both impact materiality and financial materiality to determine material sustainability topics.
Supplier ESG Due Diligence Checklist
Screen and assess suppliers for environmental, social, and governance risks using a risk-based due diligence approach.
EUDR Deforestation Due Diligence Checklist
Establish due diligence for placing relevant commodities and products on the EU market deforestation- and conversion-free under the EU Deforestation Regulation.
Modern Slavery & Human Rights Statement Readiness Checklist
Prepare a modern slavery statement meeting UK and Australian reporting requirements and aligned with the UN Guiding Principles.
CDP Climate Change Questionnaire Readiness Checklist
Prepare a complete, scoring-optimized response to the CDP Climate Change questionnaire.
