CDP — formerly Carbon Disclosure Project — is a nonprofit organization that scores organizations based on their annual environmental transparency and action.
To help draft and collaborate on responses to CDP, you can create a Questionnaire — tailored to your company's specific CDP submission — from Sustainability Explorer.
Step 1. Explore CDP and align metrics
To use CDP Questionnaire, first ensure Sustainability Explorer contains the current CDP content. If necessary, you can select the latest version of CDP from the Properties panel to include its content.
With CDP enabled in Sustainability Explorer, you can review all possible questions for both the corporate and small/medium enterprise (SME) questionnaire, such as to begin to strategize responses.
As you review CDP questions, align them with your metrics in Sustainability Program to enable data collection for their responses:
- To align only a few questions to existing metrics, connect them to their metrics' Related Explorer content from either Sustainability Explorer or Sustainability Program. To learn more, view Align Program metrics with Sustainability Explorer content.
- To align multiple metrics with their CDP questions in bulk, use the Metrics content and tags import template to update the metrics' Related Explorer content. To learn more, view Import into Sustainability Program.
- If your metrics already align with the prior year's CDP, request a roll forward of the metrics' Related Explorer content to the current year's questions. To learn more, view Roll forward metrics' related Sustainability Explorer content based on new versions.
Tip: From your Factbook spreadsheet, you can analyze all metrics aligned with CDP content, such as to identify any adjustments needed after roll-forward. To learn more, view Use Factbook as source for sustainability reporting.
To learn more, view Explore CDP questionnaire for sustainability reporting.
Step 2. Set up CDP submission
Before you create the CDP Questionnaire in Sustainability Explorer, prepare your CDP Portal for the disclosure cycle:
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Set up your company's CDP submission for the reporting year.
Tip: When you set up the submission in the CDP Portal, it rolls forward eligible responses from the prior year's submission.
- Add Workiva as your Disclosure API provider, and note the API ID generated in the CDP Portal.
To learn more, view Set up CDP questionnaire for Sustainability Reporting workspace.
Step 3. Create CDP Questionnaire
After you prepare CDP Portal for the disclosure cycle, create the CDP Questionnaire in Sustainability Explorer. In CDP Questionnaire, click Create questionnaire, and enter the API ID generated when you added Workiva as a Disclosure API provider.
When you create the Questionnaire, it includes:
- Only the questions of your company's submission in the CDP Portal
- Any of the questions' responses already entered in your submission, such as those rolled forward from the prior year
To learn more, view Set up CDP questionnaire for Sustainability Reporting workspace.
Step 4. Collaborate on responses
From the CDP Questionnaire, you can collaborate with other workspace members to draft responses for each question.
Tip: To help enable collaboration, a Questionnaire Owner can set Permissions to grant workspace members' access — Viewer, Editor, or Owner — to the full Questionnaire or specific modules within it. To learn more, view Set permissions for CDP questionnaire in Sustainability Reporting workspace.
To help best respond to questions, you can:
- Review their response options, scoring criteria, and other guidance from CDP.
- Identify and access Program metrics that collect related values, such as to copy/paste into responses.
- Discuss and strategize responses with collaborators through Comments.
- Set a status to help track progress or whether you opt to skip a question's responses.
To learn more, view Craft responses to CDP questionnaire for sustainability reporting.
Step 5. Update CDP submission
When responses are ready, a Questionnaire Owner can update your CDP submission directly from the Questionnaire in your Sustainability Reporting workspace.
When you update your submission, you can choose whether to include all responses or only those for specific questions. For the selected questions, your submission in the CDP Portal will automatically update with the responses currently drafted in the Questionnaire, as well as their statuses.
Note: While you can update responses from the Questionnaire, you still finalize your submission — such as to upload attachments or address requesting members — through the CDP Portal.
To learn more, view Prepare CDP submission from Sustainability Reporting workspace.