Programme purpose
Learning designed for immediate organisational application.
A hands-on programme for people who collect, review, approve and report ESG information. It covers metric definitions, boundaries, reporting periods, evidence standards, bulk ingestion, validation, segregation of duties, audit trails and internal controls over sustainability reporting.
Available datesChoose the session that works for you.
Detailed two-day curriculumSix modules, practical exercises and workplace-ready outputs.
The programme moves from core concepts to guided application. Every major module includes focused submodules and a practical exercise.
Day 1Designing governed ESG data and evidence systems
Module 1 — Metric catalogue and data architecture
- Metric definitions, units, boundaries and methodologies
- Reporting periods, dimensions, baselines and targets
- Data dictionary, source-system mapping and change control
Practical application: Design a controlled metric definition for a material KPI.
Module 2 — ESG data operating model
- Board, management, owner, preparer, reviewer and approver roles
- Branch, department and Head Office reporting flows
- Segregation of duties, deadlines, escalation and certification
Practical application: Build a role-based ESG data RACI and reporting calendar.
Module 3 — Evidence management and audit trail
- Source records, evidence sufficiency and privacy
- File naming, hashing, retention, retrieval and versioning
- Linking evidence to metrics, submissions and disclosures
Practical application: Assemble and evaluate an assurance-ready evidence pack.
Daily participant outputA metric catalogue entry, reporting RACI and evidence-control checklist.
Day 2Validation, controls, consolidation and assurance readiness
Module 4 — Data capture and automated validation
- Forms, spreadsheets, system interfaces and controlled imports
- Required-field, unit, period, duplicate and reasonableness rules
- Exceptions, corrections, approvals and immutable history
Practical application: Configure validation rules and resolve a sample exception queue.
Module 5 — Consolidation, lineage and performance intelligence
- Organisational roll-up, eliminations and aggregation
- Restatements, late submissions and period locking
- Dashboards, variance analysis and data-quality indicators
Practical application: Reconcile branch data to an enterprise dashboard.
Module 6 — Internal controls over sustainability reporting
- Risk and control matrices for material disclosures
- Control design, operating effectiveness and deficiency grading
- Management certification, internal audit and external assurance readiness
Practical application: Document and test an end-to-end sustainability reporting control.
Daily participant outputA validation rulebook, consolidation control and ICOSR risk-and-control matrix.
Who should attendDesigned for the people responsible for delivery.
- ESG data owners and reviewers
- Branch ESG Champions
- Finance and operations professionals
- Internal control and internal audit
Learning outcomesWhat participants will be able to do.
- Design controlled collection and review workflows
- Improve data quality, consistency and traceability
- Reduce spreadsheet, duplicate and evidence gaps
- Prepare ESG information for reporting and assurance
Participant resourcesPractical take-away tools.
- Metric dictionary template
- Data-owner and reviewer RACI
- ESG risk-control matrix
- Evidence and reporting-close checklist
Learning methodologyTechnical instruction translated into practical action.
System demonstrations, workbook exercises, error-detection labs, workflow design and control walkthroughs.
Secure your place or train your organisation.
Register an individual participant, book a corporate cohort or request a tailored in-house version aligned with your sector and implementation priorities.