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7 Stage Methodology

Seven Stage Methodology

Our ESG implementation support programme follows our seven-step methodology which is baked into our ESG Management platform enabling users to use customisable project workflows, prompts, checklists reviews. The overall process is also supported by our built-in on-demand training videos to guide your team through every phase of your ESG implementation.

7 Stage Methodology


  • Develop an understanding of ESG and the main drivers of each element E, S and G
  • Determine the role ESG will play in your future.
  • Review your ESG ethos, purpose, ambitions, and goals with a review your industry key materiality issues, typical projects, initiatives, and programme to help you consider your ESG vision.
  • Choose which Frameworks and metrics you wish to align with to address new legal and regulatory requirements.
  • Develop high level business strategy goals, objectives, purpose and intentions.
  • Establish the scope and timescale of business strategy goals, objectives, purpose, and activity intentions to implement your ESG roadmap.


  • Review portfolio of the key materiality issues & projects relevant to your industry & sector
  • Define which ESG criteria are most important to your stakeholders.
  • Set appropriate market and non-market Benchmarks.
  • Access and agree the feasibility of your range of ESG Goals and that they align with your business objectives.
  • Undertake gap analysis to compare with peer benchmarking and industry trends.
  • Undertake a baseline assessment to assess the impacts ESG is having on maintaining existing organisational commitments.
  • Identify internal and external stakeholders and engage in educating and outreach with stakeholders and managing communications.
  • Consider available option to undertake a double Materiality assessment across your stakeholders.
  • This would help identify what you are doing in the organisation which already aligns with ESG and how well you are doing it.
  • Requires a communicating with internal and external stakeholders and reaching out to draw in their thoughts on which issues are material to the organisation and relative risks and impacts


  • Create list of objectives to address key materiality issues and what it means for the organisation.
  • Prioritise and set goals and KPI targets for each ESG initiative aligned to with timeframe,
  • Decide the required level of resources needed to achieve successful outcomes.
  • Identify internal collaboration team.
  • Identify wider Stakeholders and set up value creation plans to achieve stakeholder expectations.
  • Start impact data collection activities.


  • Forecast roadmap vision and set time-bound data collection targets and develop KPI's for each specific goal.
  • Identify activities and allocate tasks to achieve each project and/ or initiative.
  • Ensure project / initiative leaders can track all tasks, actions and activities allocated to each team member.
  • Consider Risk and Opportunities mitigations for each project and initiative.


  • Implement ESG projects by starting the management of collaboration activities.
  • Leverage built - in ESG cultural change programme.
  • Prioritise focus on ESG Initiatives / Projects embrace ESG.
  • Evaluate impact capabilities and capacity.
  • Consider consolidation under ESG programmes i.e. Net Zero, Circular Economy etc.
  • Set up audit trails and Governance to be able to demonstrate compliance.


  • Monitor real-time data for analysis and ESG performance.
  • Measure Confirm outcomes are being delivered to your beneficiaries.
  • Ensure individuals do allocated actions and activities.
  • Evaluate and manage impact and project progress across all milestones.
  • Collect impact data from Project, Portfolio or Stakeholders data owner.
  • Consolidate all ESG Policies& Procedures to maintain standards & practices.
  • Manage RFP Q&A collateral.


  • Confirm project / initiative defined objectives have achieved their stated outcomes.
  • Check consistent reporting to stakeholders across lifecycle processes.
  • List, track, assign Q&A to manage disclosure status for mandatory reporting requirements.
  • Identify and review risk and opportunity mitigation lessons learnt.
  • Check governance and compliance across life cycle workflows progress.
  • Use feedback for continuous improvement from lessons learnt.
  • Select and approve aggregated dashboards / reports for sharing with wider stakeholders.