Free ESG checklists and templates

Practical files for teams preparing a first CSRD, VSME or BRSR report, or choosing software and advisers. No sign-up needed. Each one links to the guide that explains how to use it.

PDF checklist · EU reporters · 73 KB

CSRD readiness checklist

Scope, materiality, gap analysis, data controls, governance, assurance and value chain, in one self-check.

PDF checklist · Indian listed companies · 73 KB

BRSR Core evidence checklist

The records to keep for each of the nine BRSR Core attributes before assessment or assurance.

Excel template · Smaller companies · 13 KB

VSME data collection worksheet

General, environment, people and governance sheets with owner, source and status columns and a progress summary.

Excel template · Any reporter · 10 KB

Scope 3 supplier data request

A short request form for suppliers plus a tracker with status, data quality and response rate.

PDF checklist · Software buyers · 73 KB

ESG software RFP checklist

Written questions to send every vendor, covering coverage, data, audit trail, security and total cost.

PDF checklist · Advisory buyers · 71 KB

ESG consultant questionnaire

Questions on experience, approach, independence, price and risk for calls with advisers.

The ESG briefing

Rule changes, reporting deadlines and new providers, in one short email when there is something worth reading.

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