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ESG due diligence checklist

ESG due diligence checklist

Assesses environmental, social, and governance (ESG) factors. Evaluates ESG policies, practices, and impacts. Ensures responsible business practices.

Use this template
or download pdf
ESG due diligence checklist

Assesses environmental, social, and governance (ESG) factors. Evaluates ESG policies, practices, and impacts. Ensures responsible business practices.

Use this template
or download pdf

About the ESG due diligence checklist

Using an ESG due diligence checklist template is crucial for integrating environmental, social, and governance factors into your decision-making process. This template ensures you evaluate potential investments or partnerships holistically, considering not only financial returns but also ethical and sustainable impacts. By using a structured approach, you can identify risks and opportunities related to ESG criteria, enhancing your strategic planning.

A template like this serves you by providing a comprehensive framework that captures essential ESG data, allowing for thorough analysis. It helps streamline the due diligence process, saving time and resources while ensuring no critical elements are overlooked. This template differentiates itself by focusing on the unique aspects of ESG considerations, such as carbon footprint, social responsibility, and governance practices. By employing this checklist, you can enhance your investment strategy, protect your reputation, and contribute to sustainable development goals.

Key elements of an ESG due diligence checklist template

An ESG due diligence checklist template is essential for systematically evaluating the environmental, social, and governance aspects of potential investments. Here are the key elements that should be included in the template:

  • Environmental impact assessment: This section captures data on energy usage, waste management, and carbon emissions. It helps you identify potential environmental risks and opportunities for sustainable practices.
  • Social criteria evaluation: Focus on labor practices, community involvement, and human rights policies. This ensures your investments align with ethical standards and contribute positively to societal well-being.
  • Governance analysis: Examine corporate governance structures, board diversity, and transparency. This section helps you assess the organization’s integrity and accountability, ensuring robust management practices.
  • Summary and recommendations: Provide a holistic overview of the ESG performance, highlighting strengths and areas for improvement. This summary enables informed decision-making and enhances your investment strategies.

How to use an ESG due diligence checklist template

Using an ESG due diligence checklist template can significantly streamline your evaluation process and help integrate sustainability practices into your workflow. Start by customizing the template within the app. Tailor it to your specific industry needs by adjusting sections to focus on the most relevant ESG factors for your organization. This ensures that all critical areas are covered and that the template aligns with your strategic goals.

Next, assign clear roles and responsibilities to your team members. Define who will be responsible for each part of the checklist to ensure accountability and thorough evaluation of all ESG criteria. This step is crucial in leveraging the expertise of your team and ensuring that each aspect is assessed by knowledgeable individuals.

Collect and input the necessary data for each section of the template, such as environmental metrics, social practices, and governance structures. Accurate data collection is crucial for a comprehensive assessment and helps identify potential areas of risk or improvement. Make sure the data is up-to-date and reflects the current state of the organization.

Once the data is inputted, review and analyze the results to assess overall ESG performance. Use the insights gained to make informed decisions about potential investments or improvements in current practices. This analysis is vital for understanding how well the organization aligns with its sustainability goals.

Finally, communicate the findings and take action. Share the results with your team and stakeholders, and develop an action plan to address any identified issues and leverage strengths. Regularly update the template to reflect changes and improvements, ensuring it remains a valuable tool in your ESG strategy. By following these steps, you can ensure that your ESG due diligence checklist template is useful in effectively, enhancing your investment decisions and aligning with sustainability goals.

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Preview of the template
Environmental
Does the company have an environmental management system in place?
Has the company conducted an environmental impact assessment?
Does the company have targets and metrics for reducing its environmental footprint?
What percentage of the company's energy consumption comes from renewable sources?
Social
Does the company have policies and procedures in place to ensure fair labor practices?
Has the company implemented diversity and inclusion initiatives?
Does the company have a process for addressing customer complaints and feedback?
What is the company's employee turnover rate?
Governance
Does the company have an independent board of directors?
Does the company have a code of conduct and/or ethics policy?
Has the company been involved in any legal or regulatory infractions in the past 5 years?
What percentage of the board are women?

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Frequently asked questions

What is an ESG due diligence checklist template?

An ESG due diligence checklist template is a form of help to systematically evaluate the environmental, social, and governance factors of potential investments. It helps organizations identify risks and opportunities related to sustainability, ensuring decisions align with ethical and sustainable business practices.

Who should use an ESG due diligence checklist template?

Investment professionals, sustainability officers, and corporate decision-makers should use an ESG due diligence checklist template. It helps them assess the sustainability and ethical impact of investments, ensuring they align with organizational values and regulatory requirements, ultimately reducing risk and enhancing long-term value.

How can an ESG due diligence checklist template improve investment decisions?

This due diligence checklist template improves investment decisions by providing a structured approach to evaluating sustainability factors. It helps identify potential risks and opportunities, ensuring investments align with ethical standards and sustainability goals. This leads to more informed decisions and enhances long-term financial and reputational outcomes.

Why is accurate data collection important in ESG assessments?

Accurate data collection is crucial in ESG assessments because it ensures a comprehensive evaluation of environmental, social, and governance factors. Reliable data helps identify genuine risks and opportunities, enabling organizations to make informed decisions, improve sustainability practices, and maintain compliance with regulatory standards.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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