Materiality Assessment Template

Excel template for conducting the materiality assessment

The double materiality assessment, also known as materiality analysis, is the central component of sustainability reporting in accordance with the Corporate Sustainability Reporting Directive (CSRD) or ESRS.

Thanks to this Excel template, the implementation of the double materiality assessment is made easy. We break down the ESRS requirements for you and guide you step by step through the analysis.

€ 499

Excel template for determining key topics
Step-by-step filling aid
Stakeholder analysis
Automatic creation of a materiality matrix
Helpful tools and links

This is what you get:

Excel template for structured identification of the key topics (impacts, risks and opportunities) of your company
Step-by-step instructions for easy filling of the template with your information - including progress indicator
Consideration of dual materiality: internal perspective (financial materiality) and external perspective (impact materiality)
Stakeholder analysis guide with specific recommendations for interacting with your stakeholders
Automatic creation of a materiality matrix based on your input, including a list of topics with a unique ID
Further helpful attachments, which we make available to you in a bundle (also publicly available on the Internet):

Your added value when purchasing this sustainability report template:

You save an enormous amount of time when preparing and conducting your double materiality assessment
Complex ESRS requirements are prepared in an understandable way – translated from English into German and translated into clear, practicable information requirements.
You can get started right away – the intuitive Excel tool makes it easy and straightforward to get started
The structured data point list provides you with targeted support for data collection in the company and ensures an overview and security.

Note:

This template supports you in conducting your duplicate materiality assessment – in accordance with the requirements of the ESRS. You are guided through the process step by step and can enter all the necessary information directly in the template.

As a company, you must complete the content yourself – because only you know your business model, your activities and your impact in detail. We strongly recommend that you involve your relevant stakeholders at an early stage – their perspectives are crucial for a well-founded analysis.

In addition to the template, CSR Tools also offers you a compact, 4-hour workshop. There you will receive professional support, can clarify questions and make targeted progress with your analysis.

Who is the template suitable for?

The template is ideal for you if your company is already subject to the CSRD reporting obligation – or will be in the coming years.

If you are not (yet) using a specialized CSRD tool to create your sustainability report, this template offers you a simple and practical introduction to the topic.

Many management consultancies also use the template successfully to guide their customers efficiently through the materiality assessment process.

Here you can find more frequently asked questions (FAQs) about the template.

Would you like to pay by invoice?
Send us a short message to info@csr-tools.com –we will send you an invoice with all payment information.

30-day satisfaction guarantee
If you are not satisfied with the template, you can easily get your money back within 30 days.

Who created the Excel template for materiality assessment?

The template was developed by Alexander Spahn, founder of CSR Tools. He began his career at the international auditing and consulting firm Deloitte. Since 2023, he has been working intensively on the Corporate Sustainability Reporting Directive (CSRD) and assists companies with their entry into sustainable reporting.

In 2023, he successfully completed further training to become a certified Sustainability Reporting Advisor at the EBS University of Business and Law.

Find out more about Alex and CSR tools here.

Customer selection of the materiality assessment Excel template

Interested in the materiality assessment Light template?

As a result of the CSRD Omnibus proposal, many companies will no longer be obliged to publish a CSRD report in future. Nevertheless, many companies would like to align themselves more sustainably and carry out a pragmatic and simplified materiality assessment Light and publish a voluntary VSME report if necessary.

We are adapting our DMA template. Enter your details in this form and we will contact you as soon as the light version is available.

What do customers like to buy?

Save over 500 hours with our ready-made IRO database. Thanks to it, the execution of the double materiality assessment easier than ever. The database contains over 850 pre-formulated impacts, risks and opportunities (IROs) that can be ESRS-compliant are. This not only saves you valuable time, but also ensures that your analysis complies with legal requirements.

What other template buyers say

Heike Waiblinger Consultant

Thank you very much for the Excel template - you've done a hell of a job! Wow!

Martin Berger Assistant to the management

The Excel template certainly looks very promising at first glance!

Ines Denk Senior Sustainability Consultant

I think your templates for carrying out the materiality assessment are great! Hats off, you break down the topic in an understandable way.

Kathrin Jansen CSRD Consultant

Creating a materiality assessment in accordance with the CSRD and ESRS standards is very complex. The template for double materiality guides users step by step through the process and provides helpful information in many places. It therefore provides useful support for the preparation of materiality assessment and helps companies to understand and assess the impact of their business activities.