STEP 1 OF 5
Plan
Define what needs to be reported, which standards apply, and who is responsible, so ESG execution begins structured and controlled.
Disclosure mapping
Framework alignment
Scope 1 & 2 configuration
User assignment
DISCLOSURE PLANNING
Map your reporting scope before collection starts
Set up the project by mapping required disclosures to the right standards and market expectations. Disclosures align to major frameworks and regional index requirements.
Disclosure mapping to frameworks and indexes
Custom disclosure addition based on individual needs
Regional index alignment
Scope 1 & 2 configuration with verified emission factors
STAKEHOLDER PLANNING
Assign ownership before data collection starts
Users and stakeholders are mapped to disclosures, creating clear accountability for data collection, review, and approvals across the reporting process. Bulk import or add one by one.
Users added one by one or bulk imported
Assigned to specific disclosures and data points
Role-based access: contributor, reviewer, approver
Automated reminders and deadline tracking
BENEFITS
What the Plan stage gives your team
Clear reporting scopes from day one
Defined ownership before data collection starts
Fewer scope changes and last-minute adjustments
Disclosure hierarchy / framework mapping
Team ownership diagram / organisational chart view
Start your next reporting cycle with a Plan
See how Squarely helps you define scope, assign ownership, and structure your reporting before a single data point is collected.
