CSRD and ESG Reporting Compliance Playbook (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. 64 professional files with 349+ spreadsheet tabs and 2,730+ data rows
2. 210 scored assessment questions across 7 domain areas
3. 9 operational runbooks and checklists ready for immediate use

ESG EXCEL DESCRIPTION

CSRD and ESG Reporting Compliance Playbook is an Excel template (XLSX) with a supplemental Zip archive file document available for immediate download upon purchase.

CSRD and ESG Reporting Compliance Playbook

64 professional files (6 PDFs + 58 Excel workbooks) | 349+ spreadsheet tabs | 2,730+ rows of structured content | 11 organised folders

The CSRD has transformed sustainability reporting from a voluntary exercise into a regulated, audited compliance obligation. With ESRS requiring double materiality assessments, 1,100+ granular data points, and limited assurance from day one, most organisations are discovering their existing ESG processes are nowhere near adequate. This playbook gives you the complete operational toolkit to achieve and maintain CSRD compliance.

WHAT YOU GET: A THREE-PHASE JOURNEY

Phase 1: Diagnose. Seven domain assessments (30 questions each, 210 total) evaluate CSRD readiness across double materiality, ESRS data architecture, governance, value chain reporting, assurance readiness, internal controls, and disclosure quality.

Phase 2: Set Goals. Five PM template workbooks with implementation roadmaps, data gap remediation plans, stakeholder coordination matrices, and regulatory deadline trackers.

Phase 3: Implement. Nine operational runbooks covering double materiality assessments, ESRS data collection, GHG calculations, assurance preparation, and transition plan development.

7 DOMAIN ASSESSMENTS (210 QUESTIONS)
•  Double Materiality Assessment Readiness (aligned to EFRAG guidance)
•  ESRS Data Architecture and Collection (E1-E5, S1-S4, G1)
•  Sustainability Governance and Oversight
•  Value Chain Reporting and Scope 3
•  Assurance Readiness and Internal Controls (ICSR)
•  XBRL/ESEF Digital Tagging
•  Disclosure Quality and Narrative Reporting

9 OPERATIONAL RUNBOOKS
•  Double Materiality Assessment Facilitation and Documentation Guide
•  ESRS Data Point Mapping and Gap Analysis Workbook
•  Sustainability Data Collection Process and Control Framework
•  GHG Emissions Calculation and Scope 3 Estimation Methodology
•  CSRD Disclosure Drafting and Quality Review Checklist
•  Assurance Readiness Self-Assessment and Remediation Plan
•  Value Chain Due Diligence and Supplier Data Request Template
•  Sustainability Governance Committee Charter and Reporting Calendar
•  CSRD Transition Plan Development Guide (Climate, Biodiversity, Social)

WHO THIS IS FOR: Chief Sustainability Officers, CFOs, Internal Audit Teams, Sustainability Consultants, Data/IT Leaders, and Legal/Compliance Teams.

Built around ESRS Set 1, EFRAG guidance, GHG Protocol, TCFD/ISSB, EU Taxonomy, CSDDD, TNFD, GRI, CDP, and SASB.

Instant download. Start your double materiality readiness assessment today.

Source: Best Practices in ESG, Sustainability Excel: CSRD and ESG Reporting Compliance Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk