> For the complete documentation index, see [llms.txt](https://knowledge.adsgroup.org.uk/8RnoQ2Y1ZgHQnhYYpqoO/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.adsgroup.org.uk/8RnoQ2Y1ZgHQnhYYpqoO/esg-pillar/assessment-guide/preparing-for-the-esg-assessment.md).
# Preparing for the ESG Assessment
Before starting your ESG Pathway assessment, it’s important to take time to prepare. Good preparation leads to better quality answers, clearer evidence, and a smoother path to certification or improvement planning.
This section outlines the key steps your team should take to get assessment-ready.
***
## 1. Understand the ESG Framework
Familiarise yourself with the ESG Pathway structure — built around three core domains:
* **Environmental** (e.g. energy, emissions, waste)
* **Social** (e.g. wellbeing, inclusion, H\&S)
* **Governance** (e.g. policies, data, leadership)
Each domain includes themes and outcome statements assessed using a 0–3 maturity scale. These map to Bronze, Silver, and Gold levels of performance.
Explore the Pathway Overview and Outcome Statements pages before proceeding.
***
## 2. Review Outcome Statements and Maturity Guidance
Make sure your team understands:
* What good practice looks like at different maturity levels (Defined → Managed → Optimised)
* How each outcome statement is framed as a practical, assessable benchmark
* Which areas or sub-themes may require stronger evidence at Silver or Gold
Outcome statements are not checklists — they describe **real, demonstrable practices**. Use them to calibrate expectations across your team.
***
## 3. Gather Policies, Data and Supporting Information
Start collecting relevant ESG documentation — don’t worry if it’s informal or incomplete.
Common examples include:
* **Environmental**: Carbon footprint calculations, energy bills, waste data, environmental policy
* **Social**: H\&S policies, wellbeing initiatives, training records, workforce diversity data
* **Governance**: ESG policies, risk registers, whistleblowing procedures, ESG roles or KPIs
You don’t need every item for every theme — just enough to **support your scores** and show clear intent or activity.
***
## 4. Build a Cross-Functional Assessment Team
ESG touches multiple functions — no single person can usually complete the assessment alone.
Engage early with representatives from:
* Operations / Facilities
* HR and Health & Safety
* Finance or Strategy
* Governance, Legal or Risk
* Senior Management (especially for Gold-level outcomes)
Nominate an **assessment lead** with access to the right people and knowledge.
***
## 5. Discuss Goals and Capture Observations
Clarify your ambition before you start:
* Are you aiming for **Bronze (foundation)**, **Silver (internal integration)** or **Gold (supply chain leadership)**?
* Where do you already have strength?
* Where are the known gaps?
Use the **Observations & Opportunities** section to capture this thinking — it forms the basis of your post-assessment action plan.
***
## Quick-Check: Are You Assessment Ready?
✅ You’ve reviewed the ESG Pillar structure and scoring system\
✅ You’ve identified key themes and outcome statements\
✅ You’ve gathered available policies and data\
✅ You’ve involved stakeholders across relevant functions\
✅ You’ve agreed on a target level and documented observations
***
## Key Resources for Preparation
* Assessment Preparation Checklist – Copy or download to guide your internal prep
* Outcome Statements & Maturity Guidance – Benchmark what each level looks like
* Best Practice Templates – Find examples, formats, and support materials
***
### What’s Next?
Once your team is ready, proceed to the **Assessment Tool**. You’ll be guided step by step through each ESG theme and sub-theme, with scoring options, evidence prompts, and recommendations along the way.
[Go to the Assessment Tool →](https://assessment.adsgroup.org.uk/home)
---
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