Checklists and worksheets for the jobs that come up again and again: customer questionnaires, materiality, evidence, carbon data and supplier requests. No signup; copy them or download as CSV.
Templates
VSME Basic Module checklist: A working checklist for the eleven disclosures in the Basic Module of EFRAG's Voluntary Sustainability Reporting Standard for SMEs (VSME), with where the data usually comes from. Best for: SMEs answering a customer's or bank's sustainability questionnaire, or preparing a first voluntary report.
Double materiality assessment worksheet: An impact, risk and opportunity register for a CSRD/ESRS double materiality assessment, pre-filled with the ten topical ESRS standards. Best for: Teams running a first double materiality assessment, or documenting one for their auditor.
ESG evidence checklist: The documents that back up the figures in an ESG profile, questionnaire or sustainability report, grouped by environmental, social and governance topics. Best for: Companies that have been rated or asked for ESG data and want every answer backed by a document.
Scope 1, 2 and 3 data collection sheet: A data collection sheet for a first greenhouse gas inventory, organised by GHG Protocol scope and the Scope 3 categories most SMEs start with. Best for: Companies preparing their first carbon footprint or answering a customer's emissions request.
Supplier ESG data request: A short, copyable email and ten-question questionnaire for collecting ESG data from suppliers without overwhelming them. Best for: Buyers and sustainability leads who need supplier data for CSRD, a customer request or their own Scope 3 estimate.