ESG Data Management and Carbon Accounting 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

ESG Data Management and Carbon Accounting Playbook is an Excel template (XLSX) with a supplemental Zip archive file document available for immediate download upon purchase.

ESG Data Management and Carbon Accounting Playbook

64 professional files (6 PDFs + 58 XLSXs) | 349+ tabs | 2,730+ rows | 11 folders | Instant digital download

Most organisations know they need to get serious about ESG reporting and carbon accounting. The challenge is turning that intent into a structured, repeatable programme that satisfies regulators, investors, and internal stakeholders alike. This playbook gives you the complete operational toolkit to stand up or mature your ESG data management and carbon accounting capability, from first assessment through to ongoing compliance.

What You Get

The playbook follows a three-step journey designed to take you from current state to target state with minimal guesswork:

1. Diagnose your current maturity using 210 structured assessment questions across 7 domains. Each question is scored, weighted, and mapped to specific improvement actions so you know exactly where the gaps are.

2. Set Goals through built-in gap analysis worksheets that translate assessment scores into prioritised action plans, ownership assignments, and realistic timelines.

3. Implement using 9 operational runbooks that provide step-by-step procedures, decision trees, and escalation paths for every critical ESG data management and carbon accounting process.

210 Assessment Questions Across 7 Domains

Each domain contains 30 expert-crafted questions with scoring criteria, evidence requirements, and maturity indicators:

•  ESG Data Collection and Governance (30 questions) covering data sourcing, validation, ownership, and quality controls
•  Carbon Footprint Calculation (30 questions) covering Scope 1, Scope 2, and Scope 3 emissions measurement methodologies
•  CSRD and ISSB Reporting Readiness (30 questions) covering double materiality, disclosure requirements, and assurance preparation
•  Climate Risk Assessment (30 questions) covering physical and transition risk identification, scenario analysis, and TCFD alignment
•  Supply Chain Emissions Management (30 questions) covering supplier engagement, Scope 3 category mapping, and data estimation techniques
•  ESG Technology and Systems Architecture (30 questions) covering platform selection, integration patterns, and automated data pipelines
•  Stakeholder Communication and Assurance (30 questions) covering investor reporting, board presentations, and external audit preparation

9 Operational Runbooks

Each runbook is a multi-sheet XLSX workbook with detailed procedures, RACI matrices, and tracking mechanisms:

•  ESG Data Inventory and Classification Runbook (8 sheets, 45+ rows)
•  Scope 1 and Scope 2 Emissions Calculation Runbook (7 sheets, 50+ rows)
•  Scope 3 Value Chain Emissions Estimation Runbook (9 sheets, 55+ rows)
•  CSRD Double Materiality Assessment Runbook (8 sheets, 48+ rows)
•  Carbon Reduction Target Setting Runbook (7 sheets, 42+ rows)
•  ESG Data Quality Assurance Runbook (6 sheets, 38+ rows)
•  Climate Scenario Analysis Runbook (7 sheets, 44+ rows)
•  Supplier Emissions Engagement Runbook (8 sheets, 46+ rows)
•  ESG Reporting Period Close Runbook (6 sheets, 40+ rows)

Models and Frameworks

The playbook incorporates and operationalises the following standards and frameworks:

•  GHG Protocol Corporate Standard and Scope 3 Standard
•  CSRD / European Sustainability Reporting Standards (ESRS)
•  ISSB / IFRS S1 and S2
•  TCFD Recommendations
•  Science Based Targets initiative (SBTi)
•  GRI Standards
•  CDP Disclosure Framework

Who This Is For

•  Chief Sustainability Officers and ESG Directors who need a structured programme to move from ad hoc data collection to audit-ready reporting
•  CFOs and Finance Leaders responsible for ESG disclosures in annual and integrated reports
•  Sustainability Consultants delivering ESG readiness engagements for multiple clients
•  Carbon Accounting Managers building or refining emissions measurement programmes
•  Supply Chain and Procurement Leaders tasked with Scope 3 supplier engagement
•  Internal Audit and Risk Teams preparing for ESG assurance requirements

This is not a slide deck or a high-level guide. It is a working operational toolkit with 64 files, 349+ tabs, and 2,730+ rows of actionable content. Every assessment, every runbook, and every template is ready to use from the moment you download. Purchase now for instant access to the complete ESG Data Management and Carbon Accounting Playbook.

Source: Best Practices in ESG, Data Governance Excel: ESG Data Management and Carbon Accounting Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk