Identify the needed internal and external stakeholders in your organisation and within the value chain
Plan the timeline for possible workshops or/and online invitations
ESRS topics as default list --> Modify to match your organization context.
Inclus can provide you default template as a starting point.
Check the assessment criteria depending your needs:
Impact materiality:
- Negative impacts
- Positive impacts
- Likelihood for potential negative and positive impacts
Financial materiality:
- Financial impact
- Financial opportunities
Create the sessions and add the stakeholders to the answer groups.
Identify potential and actual impacts, risks and opportunities (Ideation session)
Alternatively use assessment session for supporting the identification:
Criteria examples:
- Actual negative impacts? (yes/no or 1-5, and explain)
- Actual positive impacts? (yes/no or 1-5, and explain)
- Potential negative impacts? (yes/no or 1-5, and explain)
- Potential positive impacts (yes/no or 1-5, and explain)
Send invites or schedule a workshop to do the identification
If you used the ideation session type for flagging and commenting possible potential and actual impacts, risks and opportunities – after that you should do tags for each item before conducting the detailed assessment for impact materiality.
- Actual negative impacts?
- Actual positive impacts?
- Potential negative impacts?(Risk)
- Potential positive impacts)(Opportunity)
Set up impact materiality assessment
- Set up criterion for negative and positive impacts and likelihood for the potential impacts.
- Modify criteria according to your needs.
- Split the assessment in separate sessions if needed.
- Send invites or schedule a workshop to do the assessment
Set up the Financial materiality assessment
- Define the criterias for the financial assessment
- Send invites or schedule a workshop to do the assessment
- Assess possible financial impacts and opportunities
Define the needed visualisations and save the default report page.
Share the results for your stakeholders directly to Inclus or create separate report, for example pdf print report.
Additional useful articles:
Click the links below and learn more:
How to edit the assessment criteria:
How do I edit my assessment criteria? : Inclus.com (freshdesk.com)
How to edit answer groups:
How do I add or edit respondent groups? : Inclus.com (freshdesk.com)
Session content filtering:
(5.1) Session content filtering : Inclus.com (freshdesk.com)
Reporting:
How do I setup and edit Inclus visualisation page : Inclus.com (freshdesk.com)
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