This article is for:
- Workspace members with the ESG role
ESG Program acts as the central hub for the data collection and reporting of your company's Environmental, Social, and Governance (ESG) topics.
From ESG Program , you can:
- Organize the topics that matter—or are material—to your ESG reporting
- Collect data and values—or metrics—for each topic
- Automate and track data collection tasks
- Align metrics with framework disclosures and standards in ESG Explorer
- Curate files related to your ESG reporting, such as for data collection and materiality assessment
Organize ESG topics to report
From the ESG Program's outline, you can add the topics to report, categorized within sections.
- Sections categorize topics by general themes, such as Environmental, Social, or Governance—or Planet, People, and Policy. To further categorize topics, you can use sections within sections, such as a Greenhouse gas emissions section within a Planet section for topics based on Scope 1, Scope 2, and Scope 3 emissions.
- Topics indicate the specific ESG factors that the Program addresses; for example, an Environmental section may include topics such as Energy and Waste, while a Social section may include topics like Diversity & inclusion (D&I) and Human rights. Each topic contains metrics to track the data used to disclose its values.
Tip: To help ease scanning and quickly identify the context of items in a Program's outline, you can apply icons to specific sections or topics.
Learn more about the outline in Manage items in ESG Programs.
Track and automate data collection
After you add a topic to your ESG program, click it to manage its data collection. From a topic, you can add metrics to curate each value to collect.
For each metric, you can track:
- The framework disclosures or standards it aligns with
- Reference files, such as reporting guidelines or example calculations
- Its value and any related source Spreadsheet or Document
- Any additional details your organization tracks for ESG topics, as Program tags
To request that team members collect or approve the metric's value, you can set up data collection tasks:
- Assign the data collection and approval to workspace members
- Set due dates for assigned workspace members
- Provide instructions or guidance to help ease accurate data collection
After you set up a metric's value, click Send task to begin its data collection. When you start the process, the metric automatically emails tasks notifications to collaborators.
- For a metric with a request the assignee receives a data collection task. When they complete their task, the approver automatically receives a task to verify the data.
- For a metric without a request, whoever added the metric receives a data collection task.
To manage data collection tasks for ESG programs, select Tasks from Home .
Learn more about topic metrics in Manage metrics for ESG Program topics and Track data collection of ESG Program metrics.
Collaborate with others
ESG reporting is a team sport! In addition to delegating requested data collection, an ESG Program's Owner can set permissions to ensure workspace members have appropriate access to the Program.