What You’ll Do
In this step, you’ll use the Policies and Processes module in Klappir‑Strategy to document how your organisation manages each material sustainability topic. You’ll:
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Upload or write policies and processes
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Record ownership and governance details
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Track policy status, review cycle, and legal relevance
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Identify gaps for improvement
These entries form the basis for future actions, targets, and reporting — and help ensure a structured, standards-aligned ESG approach.
How to Do It – Step by Step
1. Open the Policies and Processes Module
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Log in and go to the Dashboard
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Click “Policies and Processes” from the left-hand menu or the dashboard tile
You will see a list of example sustainability topics as placeholders.
💡 These are guidance examples — not your actual list of material topics.
2. Add or Edit a Policy Entry
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Press “Add Policy” to create a new entry, or click the ✏️ pencil icon to edit an existing one
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You can:
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Upload an existing policy (PDF, DOCX)
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Write the policy directly into the system
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Link to an external webpage if the policy is published online
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3. Fill in the Policy Details
| Field | Description |
|---|---|
| Policy or Process | Upload or describe the management approach to the topic |
| Owner | Who is responsible for this policy or process |
| Published | Has it been officially published internally |
| Status | Published or Being Edited (draft, in review) |
| Compliant | Does it meet internal/external expectations (e.g., ESRS, internal standards) |
| Statutory | Required by law or regulation? |
| Website | Is it publicly available on your website? |
| Review Cycle | E.g., Annually, Every 2 years |
| Next Review | Scheduled next review date |
| Type | Add the material topic, e.g. Health and Safety |
| Area | Add the ESRS reference, e.g. E1, S1, G1 |
Statutory = Legally required
Compliant = Meets internal or external expectations (even if not legally required)
A policy can be one, both, or neither — these fields help clarify governance quality and legal risk.
Use the icons to:
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👁 View the policy
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✏️ Edit the entry
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🖨 Export to PDF, Word, or Excel
Standards Alignment
| Standard | What to Cover |
|---|---|
| ESRS GOV-1 (July 2025 Draft) | Describe the policy’s purpose, scope, exclusions, stakeholder interests, and responsibility |
| ESRS GOV-2 | Explain how the policy is implemented (linked to processes and controls) |
| ESRS GOV-3 | Describe monitoring and review mechanisms |
| VSME | Indicate if a policy or informal practice exists, what’s planned, and who is responsible |
You can record all of this in the structured fields and comment box in Klappir‑Strategy.
Outcome of Step 2.2
By completing this step, you will have:
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Opened the Policies and Processes module
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Added or updated entries for each material topic
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Recorded ownership, publication status, legal and compliance information
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Aligned content with ESRS or VSME expectations
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Identified missing policies or process gaps
These entries feed into:
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Your Action Plan (Step 4)
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Your Sustainability Targets (Step 5)
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Your Sustainability Statement (Step 7)
Go to the next step: