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:
Upload or write policies and processes
Record ownership and governance details
Track policy status, review cycle, and legal relevance
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
Log in and go to the Dashboard
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
Press “Add Policy” to create a new entry, or click the ✏️ pencil icon to edit an existing one
You can:
Upload an existing policy (PDF, DOCX)
Write the policy directly into the system
Link to an external webpage if the policy is published online
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:
👁 View the policy
✏️ Edit the entry
🖨 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:
Opened the Policies and Processes module
Added or updated entries for each material topic
Recorded ownership, publication status, legal and compliance information
Aligned content with ESRS or VSME expectations
Identified missing policies or process gaps
These entries feed into:
Your Action Plan (Step 4)
Your Sustainability Targets (Step 5)
Your Sustainability Statement (Step 7)
Go to the next step: