Sustainability Toolkits

Individual Toolkits

Click any toolkit to explore what’s included

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ESG Foundations Toolkit

20 deliverables · Start here if you’re new to sustainability

$39

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The entry point for organizations beginning their sustainability journey. Understand ESG, select your first metrics, collect basic data, establish policies, and respond to stakeholder requests.

Section 1: ESG Fundamentals3 items▼

ESG Overview Guide.docxWhat E, S, and G mean in practice with real-world examples

ESG Regulatory Landscape Guide.docxCSRD, EU Taxonomy, SFDR, GRI, CDP, TCFD/ISSB, SBTi, EcoVadis explained

ESG Self-Assessment Checklist.xlsx30-question diagnostic across E, S, G to evaluate current maturity

Section 2: Sustainability Metrics & KPIs4 items▼

Core Sustainability KPI Menu.docx20 essential KPIs with definitions, calculation methods, and data sources

KPI Tracking Dashboard.xlsxQuarterly tracking with auto-calculating trends

Simplified Carbon Footprint Guide.docxThe 80/20 approach to estimating emissions

Carbon Footprint Quick Calculator.xlsxSimplified Scope 1+2 calculator with built-in emission factors

Section 3: Data Collection & Management3 items▼

ESG Data Collection Guide.docxSetting up data collection without dedicated software

ESG Data Collection Template.xlsx3-tab workbook for Environmental, Social, and Governance data

Utility Data Organizer.xlsx12-month utility tracking for electricity, gas, and water

Section 4: ESG Policies & Governance3 items▼

Sustainability Policy Starter Pack.docx5 template policies: Environmental, H&S, D&I, Ethics, Supplier Code

ESG Governance Quick-Start Guide.docxEstablishing oversight without a dedicated team

Sustainability Action Plan Template.docxPriorities, targets, actions, and timelines

Section 5: Stakeholder Communication3 items▼

ESG Questionnaire Response Guide.docxHandle EcoVadis, CDP Supply Chain, and customer requests

Sustainability Communication Guide.docxCommunicate sustainability without greenwashing

Simple Sustainability Report Template.docxLightweight 10-15 page report for voluntary reporters

Section 6: AI-Powered Tools4 items▼

ESG Readiness AdvisorAI ToolAI-powered maturity assessment with recommendations

Sustainability KPI RecommenderAI ToolCustomized KPI selection for your industry

MS Project Setup WizardAI ToolCustom project plans with MS Project XML export

AI Tools User Guide.docxStep-by-step instructions for all AI tools

Buy ESG Foundations — $39 Get All 4 Toolkits — $149

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Sustainability Project Management Toolkit

43 deliverables · Complete PM lifecycle for sustainability projects

$49

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43 professional templates covering the complete project lifecycle: initiation, planning, execution, monitoring, closing, plus MS Project resources and 5 AI-powered tools. Built on PMI/PMBOK methodology with sustainability-specific customization.

Section 1: PM Fundamentals3 items▼

Sustainability PM Overview Guide.docx

PM Methodology Selection Guide.docx

Sustainability PM Glossary.docx

Section 2: Initiation5 items▼

Project Charter.docx

Stakeholder Register.xlsx

Stakeholder Analysis Matrix.xlsx

Business Case Template.docx

Kick-Off Meeting Package.docx

Section 3: Planning13 items▼

PM Plan.docx

Scope Management Plan.docx

Scope Statement.docx

Work Breakdown Structure.xlsx

Schedule Management Plan.docx

Gantt Chart.xlsx

Cost Management Plan.docx

Risk Register.xlsx

Risk Management Plan.docx

Communications Plan.docx

Quality Management Plan.docx

Resource Management Plan.docx

Change Management Plan.docx

Section 4: Execution & Monitoring8 items▼

Weekly Status Report.docx

Monthly Status Report.docx

Change Request Form.docx

Issue Log.xlsx

Action Item Tracker.xlsx

Lessons Learned Log.xlsx

Meeting Minutes Template.docx

Decision Log.xlsx

Section 5: Closing3 items▼

Project Closeout Report.docx

Final Lessons Learned.docx

Handover Checklist.docx

Section 6: Tools & Techniques6 items▼

Critical Path Method Guide.docx

Critical Chain PM Guide.docx

Earned Value Management Guide.docx

Stakeholder Mapping Guide.docx

Decision Matrix Guide.docx

Risk Analysis Guide.docx

Section 7: MS Project3 items▼

MS Project Quick-Start Guide.docx

Tips & Shortcuts Reference.docx

XML Project Template.xml

Section 8: AI-Powered Tools5 AI tools + guide▼

Risk AssessorAI Tool

Stakeholder Analysis AssistantAI Tool

Scope Definition HelperAI Tool

Status Report GeneratorAI Tool

MS Project Setup WizardAI Tool

AI Tools User Guide.docx

Buy PM Toolkit — $49 Get All 4 Toolkits — $149

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GHG Emissions & Energy Management Toolkit

29 deliverables · GHG accounting, energy analysis & emissions reporting

$59

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Everything you need to conduct a GHG emissions inventory, perform energy analysis, and report under GRI 305 and ESRS E1. Built on the GHG Protocol Corporate Standard.

Section 1: Energy Management Fundamentals4 items▼

Energy Conversion Reference Guide.docx

Energy Accounting Guide.docx

Energy Economics Quick Reference.docx

Utility Rate Analysis Guide.docx

Section 2: GHG Protocol Fundamentals4 items▼

GHG Protocol Overview Guide.docx

Emission Sources Identification Guide.docx

Emission Factors Reference Sheet.docx

GHG Protocol Calculation Tools Guide.docx

Section 3: Step-by-Step Process Guides6 items▼

How to Conduct a GHG Inventory.docx

GHG Implementation Timeline.xlsx

GRI 305 Process Guide.docx

ESRS/CSRD Process Guide.docx

ESG Alignment Matrix.xlsx

Scope 3 Screening Guide.docx

Section 4: GHG Inventory Templates5 items▼

GHG Emissions Calculation Spreadsheet.xlsx

GHG Inventory Reporting Template.docx

Inventory Management Plan.docx

Data Collection Framework.xlsx

GHG Inventory Summary Dashboard.xlsx

Section 5: Energy Analysis Tools3 items▼

Energy Audit Checklist.docx

Point of Use Cost Calculator.xlsx

Energy Benchmarking Template.xlsx

Section 6: Verification & Quality2 items▼

Verification Preparation Guide.docx

Data Quality Assessment Checklist.docx

Section 7: AI-Powered Tools4 AI tools + guide▼

GHG Emissions CalculatorAI Tool

Energy Cost Comparison ToolAI Tool

Emission Source IdentifierAI Tool

MS Project Setup WizardAI Tool

AI Tools User Guide.docx

Buy GHG Toolkit — $59 Get All 4 Toolkits — $149

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CSRD Readiness & ESRS Reporting Toolkit

24 deliverables · Full CSRD compliance from gap assessment to first report

$69

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The complete compliance toolkit for the EU Corporate Sustainability Reporting Directive. Covers CSRD applicability, double materiality, ESRS disclosure templates for all 12 standards, implementation PM, governance, and assurance preparation.

Section 1: CSRD Fundamentals4 items▼

CSRD Overview Guide.docx

ESRS Standards Navigator.docx

CSRD Readiness Assessment Checklist.xlsx

CSRD Timeline & Applicability Guide.docx

Section 2: Double Materiality3 items▼

Double Materiality Assessment Guide.docx

DMA Scoring Template.xlsx

Stakeholder Engagement Plan.docx

Section 3: ESRS Disclosure Templates6 items▼

ESRS 2 General Disclosures Template.docx

ESRS E1 Climate Change Template.docx

ESRS E2-E5 Environmental Guide.docx

ESRS S1-S4 Social Topics Guide.docx

ESRS G1 Business Conduct Template.docx

ESRS Datapoint Register.xlsx

Section 4: Implementation & PM4 items▼

CSRD Implementation Roadmap.docx

18-Month Implementation Timeline.xlsx

Data Gap Analysis Template.xlsx

CSRD Governance Framework.docx

Section 5: Reporting & Assurance3 items▼

Sustainability Statement Structure Guide.docx

ESRS-GRI Alignment Mapping.xlsx

Assurance Preparation Guide.docx

Section 6: AI-Powered Tools3 AI tools + guide▼

CSRD Readiness DiagnosticAI Tool

Materiality Topic ScreenerAI Tool

MS Project Setup WizardAI Tool

AI Tools User Guide.docx

Buy CSRD Toolkit — $69 Get All 4 Toolkits — $149

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About the Author

Joe St James Lopez