Ready to own your Sustainability Program roll forward with total confidence?

We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing gets missed, we’ve put together a step-by-step checklist you can use right inside your workspace.

🧰 What is this resource?

Just download the .tar.gz file below and import it into your Workiva workspace. It gives you a ready-to-use checklist right in your workspace so your whole team can stay on track. Think of it as a practical guide to get your new reporting year started without any guesswork.

✨ Why should you use it?

• Zero guesswork: Get step-by-step instructions so you can kick off your new year without hitting any snags.
• Carbon-specific steps: Get clear reminders to update your Carbon Control Sheet, so your Refresh Chain runs exactly when and how it's supposed to.
• Keep your data intact: Make sure your spreadsheets, collection templates, and formulas roll forward correctly without anything breaking along the way.
• Track your progress: See exactly which tasks are already finished and what your team needs to tackle next.

📥 How to Get Started

1. Download the Sustainability_Carbon_Roll_Forward_Checklist.tar.gz file.
2. Bring the resource directly into your workspace by selecting Create and then Import Workiva File to get started.
3. Follow along with your team as you kick off your new reporting cycle!

💬 We Want Your Feedback!

This toolkit was built to make your life easier, and we want to keep perfecting it. Once you’ve had a chance to look it over or use it for your roll forward, let us know your thoughts in the comments below!

• 👍 Give us a thumbs up if this helped you successfully roll forward!
• 📝 What was the most helpful part of the checklist for your team?
• 💡 Is there anything else you’d love to see included for your next cycle?

We’re here to ensure you have the tools to succeed on your own terms. Happy rolling!

Your Workiva Success Team