The table U.N. SDGs contains all 17 sustainable development goals that are defined by the United Nations. These goals are part of this template to offer some guidance and recommendations to organizations when they define Targets, Initiatives and Actions.

The first step your organization needs to take is defining Targets. Each target must be linked to a sustainable development goal (SDG) and must be defined using the SMART (specific, measurable, achievable, relevant and time-bound) methodology. If a target is not SMART, it’s not possible to set a Target value and calculate the Percentage completed.

Once the targets are defined, you set up Initiatives that will help you to reach the targets. Each initiative must have an Estimated impact. The Actual impact can be calculated once the initiative has finished.

To support the execution of the initiatives, you need to define one or multiple Actions for them. An action is a detailed step that is either completed or not. Each action has a staff member that has the final responsibility for the execution of the action.

Database: ESG Management

Employees

Fields

• Name (Text)

• Email (Email)

• Phone (Phone number)

• Picture (File)

• Job role (Text)

• Actions (Link to table)

• Count actions (Count)

• Count active actions (Formula)

• Password (Password)

Views

• All employees (grid)

• Employees with active actions (grid)

• Gallery: all employees (gallery)

U.N. SDGs

Fields

• Name (Text)

• Category (Single select)

• Description (Long text)

• Icon (File)

• ESG Targets (Link to table)

• Total amount of ESG targets (Count)

Views

• All sustainable development goals (grid)

• Social goals (grid)

• Environmental goals (grid)

• Governance goals (grid)

• Sustainable goals with targets (grid)

• Sustainable development goals by category (kanban)

Targets

Fields

• Name (Text)

• SDG (Link to table)

• Description (Long text)

• ESG Initiatives (Link to table)

• Baseline (Number)

• Baseline unit (Single select)

• Target reached at (Formula)

• Target (Number)

• Target unit (Single select)

• Current state (Rollup)

• Target % (Formula)

• Baseline with unit (Formula)

• Icon (File)

• Target with unit (Formula)

• Short (Text)

• From (Rollup)

• Until (Rollup)

• Time % (Formula)

• Status symbol (Formula)

• Total initiatives (Count)

• Active initiatives (Formula)

Views

• All ESG targets (grid)

• Targets with completion > 75% (grid)

• Targets with time passed > 75% (grid)

• Targets that have passed the deadline (grid)

• Targets without active initiatives (grid)

• Gallery: all ESG targets (gallery)

Initiatives

Fields

• Name (Formula)

• Description (Long text)

• ESG Target (Link to table)

• ESG Actions (Link to table)

• All actions successful (Rollup)

• Title (Text)

• Estimated impact (Number)

• Current impact (Number)

• From (Rollup)

• Until (Rollup)

• Unit (Formula)

• Actions completed (Lookup)

• Impact progress % (Formula)

• Time progress % (Formula)

• Status (Formula)

• ESG Target name (Rollup)

• All actions successful symbol (Formula)

• Currently active (Formula)

• Total actions (Count)

• Active actions (Formula)

• All actions completed (Rollup)

• Actions successful (Lookup)

• All actions completed symbol (Formula)

• Currently active symbol (Formula)

Views

• All ESG Initiatives (grid)

• All ESG Initiatives grouped by status (grid)

• All ESG Initiatives grouped by target (grid)

• All ESG Initiatives grouped by status and target (grid)

• Currently active ESG Initiatives (grid)

• ESG Initiatives with all actions successful completed (grid)

• ESG Initiatives with all actions completed (grid)

• ESG Initiatives with active actions (grid)

• ESG Initiatives without active actions (grid)

• ESG Initiatives with impact progress > 75% (grid)

• ESG Initiatives with time progress > 75% (grid)

• Timeline: all ESG initiatives (timeline)

Actions

Fields

• Name (Text)

• Deadline (Date)

• ESG Initiative (Link to table)

• Successful completion (Formula)

• Days until deadline (Formula)

• Description (Long text)

• Start (Date)

• Status (Single select)

• Status symbol (Formula)

• ESG Target (Formula)

• ESG Initiative name (Rollup)

• Owner name (Rollup)

• Completed (Formula)

• Owner (Link to table)

• Successful completion symbol (Formula)

• Completed symbol (Formula)

Views

• All actions (grid)

• All actions grouped by target and initiative (grid)

• All actions grouped by owner (grid)

• Actions with deadline this month (grid)

• Actions with deadline this year (grid)

• Actions in  execution (grid)

• Completed actions (grid)

• Completed actions with success (grid)

• Completed actions with failure (grid)

• All actions stacked by status (kanban)

• Calendar: start date (calendar)

• Calendar: deadline (calendar)

• Timeline: all actions (timeline)

Action updates

Fields

• Message (Text)

• Action (Link to table)

• Created on (Created on)

• Created on format (Formula)

• Action name (Rollup)

• Staff member name (Rollup)

• Employee (Link to table)

Views

• All action updates (grid)

• All action updates grouped by action (grid)

• All action updates grouped by staff member (grid)

Application: ESG Management

Login

Data sources

Actions (event)

• open_page (after_login)

Home

Data sources

• ESG Targets

• My actions

• Deadline this month

• Deadline this year

Actions (event)

• logout (click)

• open_page (click)

Target details

Data sources

• Target details

• Initiatives

Actions (event)

• logout (click)

• open_page (click)

Initiatives

Data sources

• Full success

• Partial success

• on schedule

• behind schedule

Actions (event)

• logout (click)

• open_page (click)

Initiative details

Data sources

• Initiative details

• Actions

Actions (event)

• logout (click)

• open_page (click)

Actions

Data sources

• Successful

• On track

• With delay

• Failed

Actions (event)

• logout (click)

• open_page (click)

Action details

Data sources

• Action details

• Action comments

Actions (event)

• logout (click)

• create_row (submit)

• open_page (click)

• refresh_data_source (submit)

Employees

Data sources

• All employees

Actions (event)

• logout (click)

• open_page (click)

Employee details

Data sources

• Employee details

• Actions

Actions (event)

• logout (click)

• open_page (click)