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ESG in Practice: From Self-Assessment to Action

27 April 2027

Develop a practical approach to ESG in your charity

What does ESG mean for your charity, and where should you start? This practical training course will guide you through the key stages of developing and implementing an ESG approach, from assessing your current position and identifying your priorities to creating a realistic plan and embedding it across your organisation.

Drawing on sector insights, practical guidance and a real-world charity case study, you’ll gain a clearer understanding of how to make ESG relevant to your organisation and turn it into meaningful action.

Programme

10.00  
Welcome and introductions
10.05
ESG insights and lessons from self-assessments
What are charities actually doing on ESG? Drawing on insights from charity self-assessments, we’ll explore common strengths, gaps and challenges, as well as some of the practical lessons emerging across the sector.
10.30
Step one: Baseline – assessing where you are now
Before developing an ESG plan, it’s important to understand your starting point. We’ll look at how to assess your current approach, identify what you already have in place and highlight areas where further work may be needed.
 
Step two: Materiality – what’s important for you
ESG means different things to different charities. We’ll explore how to identify the environmental, social and governance issues that are most relevant and significant to your organisation, helping you focus your time and resources where they can have the greatest impact.
11.00
BREAK
11.15
Your ESG plan
We’ll look at how to develop a realistic ESG plan, including setting priorities, defining objectives and identifying practical actions that are appropriate for your charity’s size, resources and ambitions.
11.45
Implementation
A good plan is only the starting point. This session will focus on putting ESG into practice — from ownership and accountability to embedding activity across the organisation, engaging colleagues and trustees, and tracking progress.
 
12.15
BREAK
12.30
Case study
A real-world example of a charity’s ESG journey, exploring what prompted action, how priorities were identified, what has been implemented and what has been learned along the way. An opportunity to consider how the lessons could apply to your own organisation.
 
12.50
Conclusions & Q&A
13.00
End

 

Prices

(prices exc VAT)
Charity rate - £159
Charity subscriber rate - £119
Corporate rate - £400
Corporate subscriber rate - £300
 
Please note, subscribers rates apply to those who have a direct subscription through Civil Society Media to any of its three publications; Charity Finance, Governance & Leadership and Fundraising Magazine. 
Find out more about these publications here. 
 
For group bookings email [email protected] 

FAQs

When will I receive course materials and Zoom link to access the course?

After booking you will receive the following correspondence:

1 week before the course – an e-mail with your joining information, this includes the course programme and any other relevant materials.

1 day before the course – an e-mail with your final information, this includes the Zoom link, course programme any other relevant materials.

When will I be invoiced for my booking?

Invoices are manually processed so this will be sent to you by our events team shortly after your booking.

Will presentation slides be provided?

Presentations are provided in advance for the majority of our courses but this can vary and is down to the course leader’s discretion.

Will the sessions be recorded?

We do not record our courses as we feel this gives delegates the opportunity to have more open discussions and freely ask questions around the running of their charities.

Will I get a reminder prior to my course?

Yes, you will get e-mails one week and one day before your course with all of the information you need. You won’t receive a calendar invite so do make sure you put the date in your diary.

What if I can no longer attend the course?

Up to and including 14 days prior to the event, a refund (less a 15% administration fee), a substitution of a colleague, or one complimentary transfer to another training date can be issued. Only one complimentary transfer can be issued, no refund will be issued for a cancelled transfer. Once a transfer has been processed, refund for the original booking will not be issued. Refunds or transfers are not available less than 14 days before the event date. Confirmation of cancellations MUST be in writing and sent to [email protected]

For any other queries, please get in touch at [email protected].

Terms and Conditions

Substitution and cancellation policy: On receipt of your booking form, your place is confirmed. Delegate substitutions are allowed. Up to and including 14 days prior to the event, a refund (less a 15% administration fee), or one complimentary transfer to another training date can be issued. Only one complimentary transfer can be issued, no refund will be issued for a cancelled transfer.  Once a transfer has been processed, refund for the original booking will not be issued. Refunds or transfers are not available less than 14 days before the event date. Confirmation of cancellations MUST be in writing and sent or faxed to Civil Society Media at 15 Prescott Place, London, SW4 6BS 020 7819 1200 (fax: 020 7819 1210).