ESG Evaluation Workshops or Coaching
ESG Evaluation
Target audience: Charity trustees, finance and compliance staff, social investment leads, grant‑makers working with ESG criteria.
Duration: 1.5 days (9–10 hours) or three half‑day sessions
Delivery format: Mix of lecture, case studies, and group exercises
Learning objectives
- Understand ESG (Environmental, Social, Governance) frameworks relevant to the third sector.
- Evaluate a charity’s own ESG performance and impact.
- Use ESG criteria for grant assessment or social investment decisions.
- Align ESG reporting with charity regulatory requirements (e.g., UK Charity Commission).
- Identify greenwashing vs. genuine ESG practice.
Example Modules
1. ESG Fundamentals for Non‑Profits
- What ESG means in a charity context (not just corporate)
- Key frameworks (GRI, SASB, UN SDGs) adapted for charities
- Why ESG matters: donor expectations, investment, risk management
2. Environmental (E) Evaluation
- Carbon footprint measurement for charities
- Resource use, sustainable procurement, green operations
- Linking environmental performance to mission
3. Social (S) Evaluation
- Social criteria: diversity, equity, inclusion (DEI)
- Human rights, safeguarding, community engagement
- Measuring social value beyond programme outcomes
4. Governance (G) Evaluation
- Board effectiveness, trustee diversity, conflict of interest
- Financial controls, transparency, ethical fundraising
- Data privacy and cybersecurity
5. Applying ESG to Charity Operations
- Self‑assessment tools and scorecards
- Developing an ESG policy and action plan
- Reporting ESG to regulators, funders, public
6. ESG in Grant‑Making and Social Investment
- Using ESG criteria to screen grantees / investees
- Avoiding ESG‑washing and ensuring authenticity
- Case studies from foundations and impact investors
Outcomes: Participants will be able to evaluate their organisation’s ESG performance, create a basic ESG report, and apply ESG criteria in funding or investment decisions.