Establishing ESG Excellence for All Businesses: Creating an Implementation Plan

On Demand Webinar

Webinar Details $219

  • Webinar Length: 100 Minutes
  • Guest Speaker:   Jim Bergman
  • Topic:   Business Skills, Purchasing, Taxation and Accounting
  • Credit:   ATAOP 1.5, ATAPU 1.5, ATATX 1.5, CPE 2.0
All Access Membership

The global economy is facing a tsunami of change related to Environmental, Social, and Governance initiatives - which represent increased risk and eroded value for those who are not equipped. Many recognize that something needs to be done but are unsure of how to start. Implementation plans must address one’s own entity as well as the customers and suppliers in their supply chain. In creating an implementation plan, leaders and practitioners must identify the optimal commercial models.

  • What are the options?
  • The key process steps?
  • The measures of success?
  • The relevant assessment tools and skills?

Find out the answers to these questions and more.

Topics Covered:

  • Developing the ESG Purpose
  • Defining the Entity and Extended Enterprise - and Recruiting the EST Team
  • Drafting the ESG Business Case and Implementation Plan
  • Launching the ESG Implementation Plan
  • Integrating Category and Sourcing Strategies into ESG Programs
  • Using Tenders and Contracts as Enablers for ESG Success
  • Negotiation Strategies for Successful ESG Outcomes
  • Managing Contracts and Commercial Relationships to Attain ESG Results
  • Ensuring ESG Metrics and Measures are Legitimate and Real
  • Driving Coninuous Improvement Throughout the ESG Implementation Plan

Your Benefits of Attending:

  • Understand the challenges and opportunities that ESG initiatives represent
  • Define the Purpose for the Firm and its Extended Enterprise
  • Recruit the optimal team from internal and external stakeholder bases
  • Develop category and sourcing strategies that enable ESG success
  • Create tenders and contracts that support the ESG program
  • Establish negotiation strategies which align with the ESG strategy
  • Manage contracts and customer-supplier relationships that drive ESG results
  • Integrate project management elements into the ESG implementation plan
  1. Introduction
  2. Welcome 00:02:08
  3. The Challenge 00:08:22
  4. Environmental Initiatives 00:12:42
  5. Social Initiatives 00:15:20
  6. Governance Initiatives 00:17:26
  7. What Are The Options? 00:20:22
  8. The Key Process Steps 00:23:20
  9. Parallel Processes 00:24:12
  10. The Process 00:26:23
  11. A Systemic Team-Focused Process 00:28:21
  12. Beneficiaries 00:33:16
  13. Parallel Processes 00:34:59
  14. The Solution 00:47:14
  15. The Progress - Initial Steps 00:48:19
  16. The Progress - Unanswered Questions 00:52:10
  17. The Measures Of Success 00:52:59
  18. The Relevant Assessment Tools And Skills 00: 54:56
  19. The Challenges And Opportunities That ESG Initiatives Represent 00:58:28
  20. Defining The Purpose For The Firm And Extended Enterprise 01:04:29
  21. Recruiting The Optimal Team From Internal And External Stakeholder Bases 01:09:18
  22. Developing Category And Sourcing Strategies That Enable ESG Success 01:14:38
  23. Creating Tenders And Contracts That Support The ESG Program 01:17:24
  24. Establishing Negotiation Strategies Which Align With The ESG Strategy 01:20:23
  25. Managing Contracts/Customer-Supplier Relationships That Drive ESG Results 01:24:48
  26. Integrating Project Management Elements Into The ESG Implementation Plan 01:30:08
  27. We Need To Clearly Understand “How” To Make ESG A Reality 01:31:00
  28. Developing the ESG Purpose 01:31:03
  29. Defining The Entity And Extended Enterprise –And Recruiting The ESG Team 01:31:50
  30. Drafting The ESG Business Case And Implementation Plan 01:32:49
  31. Launching The ESG Implementation Plan 01:37:07
  32. Integrating Category And Sourcing Strategies into ESG Programs 01:37:21
  33. Using Tenders And Contracts As Enablers For ESG Success 01:37:43
  34. Negotiation Strategies For Successful ESG Outcomes 01:38:37
  35. Managing Contracts And Commercial Relationships To Attain ESG Results 01:39:37
  36. Ensuring ESG Metrics And Measures Are Legitimate And Real 01:40:17
  37. Driving Continuous Improvement Throughout The ESG Implementation Plan 01:40:33
  38. Summary 01:41:38
  39. Presentation Closing 01:44:39

  • Biodiversity Loss 00:13:13
  • Category Management 00:25:53
  • Circular Economy 00:13:17, 00:13:19
  • Contracts 01:17:39, 01:24:51, 01:26:08, 01:36:48, 01:40:09
  • Cost 01:19:40, 01:33:34
  • Customer Relationship Management (CRM) 01:25:08
  • Deforestation 00:14:16
  • ESG - Environmental, Social, and Governance 00:02:10, 00:02:52, 00:05:15, 00:07:25, 00:07:48, 00:08:39, 00:09:19, 00:12:45, 00:19:17, 00:58:40, 01:16:38, 01:20:56, 01:25:01, 01:26:17, 01:35:11
  • Implementation 01:32:57
  • Project Management 01:30:15
  • RACI Chart 01:32:09
  • Reforestation 00:14:18
  • Return On Investment (ROI) 00:25:19, 01:19:18, 00:33:00
  • Risk Register 01:32:10
  • Service Level Agreements (SLA) 01:40:33
  • Stakeholders 00:33:22
  • Statement of Work (SOW) 01:40:33
  • Supplier 00:07:56, 00:12:19, 00:48:17, 00:52:31, 01:16:53, 01:20:43, 01:23:31, 01:36:45
  • Supplier Relationship Management (SRM) 01:25:07
  • Supply Chain 00:12:40, 01:16:57, 01:29:45
  • Sustainability 00:02:55, 00:07:28, 00:07:49, 00:19:19

Biodiversity Loss: Biodiversity loss includes the worldwide extinction of different species, as well as the local reduction or loss of species in a certain habitat, resulting in a loss of biological diversity.

Category Management: A strategic approach to procurement where organizations segment their spend into areas which contain similar or related products enabling focus opportunities for consolidation and efficiency.

Circular Economy: A circular economy is a model of production and consumption, which involves sharing, leasing, reusing, repairing, refurbishing and recycling existing materials and products for as long as possible.

Contract: A written or spoken agreement, especially one concerning employment, sales, or tenancy, that is intended to be enforceable by law.

Cost: The sum of the applicable expenditures and charges directly or indirectly incurred in bringing an article to its existing condition and location

Customer Relationship Management (CRM): Customer relationship management is an approach to managing a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.

Deforestation: Deforestation or forest clearance is the removal of a forest or stand of trees from land that is then converted to a non-forest use. Deforestation can involve the conversion of forest land to farms, ranches, or urban use. The most concentrated deforestation occurs in tropical rainforests.

ESG - Environmental, Social, and Governance: Environmental, social, and corporate governance, also known as environmental, social, governance, is a framework designed to be embedded into an organization's strategy that considers the needs and ways in which to generate value for all organizational stakeholders.

Implementation: To make the software available to all at the buying organization (or as many users as the buying organization wants).

Project Management: is the application of processes, methods, skills, knowledge and experience to achieve specific project objectives according to the project acceptance criteria within agreed parameters.

RACI Chart: A RACI chart (sometimes called a Responsibility Assignment Matrix) is a way to identify your project teams' roles and responsibilities for any task, milestone, or project deliverable. By following the RACI acronym, you can clarify responsibility and reduce confusion.

Reforestation: Reforestation is the natural or intentional restocking of existing forests and woodlands that have been depleted, usually through deforestation but also after clearcutting.

Return on investment (ROI): A measure used to evaluate the financial performance relative to the amount of money that was invested. The ROI is calculated by dividing the net profit by the cost of the investment. The result is often expressed as a percentage. See an example here.

Risk Register: A risk register is a document used as a risk management tool and to fulfill regulatory compliance acting as a repository for all risks identified and includes additional information about each risk, e.g. nature of the risk, reference and owner, mitigation measures. It can be displayed as a scatterplot or as a table.

Service Level Agreements (SLA): A service level agreement (SLA) is a formal document that defines a working relationship between parties to a service contract.

Stakeholders: A stakeholder is a party that has an interest in a company and can either affect or be affected by the business. The primary stakeholders in a typical corporation are its investors, employees, customers and suppliers.

Statement of Work (SOW): A statement of work is a document routinely employed in the field of project management. It is the narrative description of a project's work requirement. It defines project-specific activities, deliverables, and timelines for a vendor providing services to the client.

Supplier: A supplier is an entity that supplies goods and services to another organization. A supplier is usually a manufacturer or a distributor. A distributor buys goods from multiple manufacturers and sells them to its customers. Similar Terms. A supplier is also known as a vendor.

Supplier Relationship Management (SRM) : Supplier relationship management is the discipline of strategically planning for, and managing, all interactions with third-party organizations that supply goods and/or services to an organization The objective of SRM is to maximize the value of those interactions.

Supply Chain: A supply chain is a network between a company and its suppliers to produce and distribute a specific product to the final buyer. The supply chain also represents the steps it takes to get the product or service from its original state to the customer.

Sustainability : The ability to maintain or support a process continuously over time.

ATAOP Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in operations.

ATAPU Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in purchasing.

ATATX Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.

CPE Credit

Continuing Professional Education

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or training@auroratrainingadvantage.com.

You must answer all questions during the webinar, view the recording completely and pass the test at the end with 70% correct answers to receive CPE credit.

ISM Credit

Institute of Supply Management

This program may be used for Continuing Education Hours (CEH) toward recertification for programs offered by the Institute for Supply Management®, including the Certified Professional in Supply Management® and Certified Professional in Supplier Diversity®.

QPANJ Credit

Qualified Purchasing Agent - New Jersey

Guest Speaker

  • Jim Bergman

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