Defining Your Organizational Context
Before you can assess materiality and begin metric reporting, you must set up your overall ESG program structure and define your relevant organizational context, such as the organizational units that will be subject to reporting and the corporate objectives that drive your ESG initiatives.
Task 1: Create your ESG management system
Your ESG Management System record serves as an umbrella for all of your ESG activities, such as data gathering programs and disclosures.
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In the ESG Management System application, create a new record.
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Enter a name for your ESG management system.
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Save the record.
Task 2: Create your ESG data gathering program and identify organizational details
The Data Gathering Program record is where you manage your ESG objectives, stakeholders, organizational details, materiality assessments, and it is also where you establish organization metrics for metric result collection and reporting and document findings that require remediation or acceptance.
Users: ESG Administrators
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In your ESG Management System record, in the ESG Data Gathering Program section, click Add New. Provide overview information about your program and the users who will manage it.
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On the Identify Applicable Organization Hierarchy tab, document your organizational units that will be subject to metric reporting.
When you add a company and save the record, all of that company's related divisions, business units, and facilities are pulled into the program record.
Note: If you have individual organizational units in your business hierarchy that you do not want to include in ESG reporting, you can set the ESG Status to Inactive. The system will only generate metrics and metric results records for active organizational units.
Note: Your program name may reflect your overall organization ("Acme's ESG Program") or perhaps your efforts over an individual year ("Acme's ESG Program - 2022").
