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Sustainability and ESG Consulting

ESG reporting and carbon footprint. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates
2
Milestones
5
Tasks and sub-tasks
14
Documents to collect
4

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Sustainability (ESG) report

An annual sustainability report: materiality, data collection, and a report aligned to the applicable framework (BRSR in India, SGX rules in Singapore, or GRI).

  • Fixed price
  • 75 days
  • 3 milestones
  • 9 tasks
  • 3 documents

Milestones and tasks

  1. Day 15Materiality assessment
    • Framework and materiality assessmentConsultant
  2. Day 45Data collected
    • Data templates to departmentsAnalyst
    • Collect and check ESG dataAnalyst
  3. Day 75Report final
    • Draft the reportConsultant
    • Management and board reviewConsultant

Plus 4 sub-tasks in the app, broken down under these tasks.

Document checklist

  • Signed proposalFrom the client 路 day 0 路 compulsory
  • Completed data templatesFrom the client 路 day 40 路 compulsory
  • Board approval of the reportFrom the client 路 day 75 路 compulsory

Carbon footprint assessment

Measuring a company's greenhouse gas emissions (scopes 1, 2 and 3) under the GHG Protocol, with a reduction plan.

  • Fixed price
  • 45 days
  • 2 milestones
  • 5 tasks
  • 1 document

Milestones and tasks

  1. Day 7Boundary and data plan
    • Organisational boundary and emission sourcesConsultant
  2. Day 45Footprint report
    • Collect activity dataAnalyst
    • Calculate scope 1, 2 and 3 emissionsAnalyst
    • Reduction targets and planConsultant
    • Present the reportConsultant

Document checklist

  • Electricity, fuel and travel records for the yearFrom the client 路 day 20 路 compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

A five-person team helps listed companies and their suppliers prepare sustainability reports and measure their carbon footprint.

A typical month

After the materiality assessment, data requests go to each department with due dates. The team checks each submission as it arrives and follows up early. Emissions are calculated, the report drafted, and the board review scheduled. Each stage is invoiced as it's completed.

Where the work gets hard

  • Data collection from many departments took most of the time.
  • Clients underestimated the data work when agreeing fees.
  • Incomplete data was found late.

What MSMEPulse gives you

  • Data collection is tracked area by area.
  • Clients see and pay for the data stage explicitly.
  • Gaps in data are found in week two, not week eight.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

Choose Sustainability and ESG Consulting when you sign up and its templates are in your library straight away.