Q1

What deep dives would you like to explore during the Workiva Client Experience?

Q2

What is your name, company and position?

Q3

Pick the top 5 thing that are driving the need for you to do things differently?

ESG Questions

Q1

What do you see as the biggest ESG reporting challenges for your organisation?

Give each item a rating 1 (Least challenging) and 5 (Most challenging)

Determining what is in scope & Ongoing landscape scanning

Including, but not limited to: a) Data Sources and Requirements b) Metrics and Analytics c) Transformations and Calculations d) Functionality e) Users and Access f) Outputs

Such as completing maturity assessments & gap analysis

Reaching an investment grade report

Oversight and accountability for Sustainability reporting & planning

Seizing opportunities and capitalising on stakeholders’ trust

ESG Questions

Q2

Where would you position your ESG sustainability reporting - a) Today? b) Future goal?

Today
Future

ESG Questions

Q3

Reporting with confidence – are the risks and opportunities from ESG identified, is the control framework developed and are the assurance requirements agreed controls defined and understood across the organisation

Give each item a rating 1 not at all confident and 5 very confident

ESG Questions

Q4

Which regulations will have the greatest impact on your organisation and which ones are you considering now?

ESG Questions

Q5

Have you captured the views across the company? And, how well integrated are your functional agendas?

Give each of these funcitons a rating between 1 and 5 - 1 being not engaged at all and 5 being very engaged.

‘What are the ESG related risks to consider in the internal audit planning and execution phases’

‘How can an ESG strategy help enhance our reputation with customers, employees, investors and analysts and deliver value?’

‘How do we build resilience to business disruptions and improve productivity while building sustainable products?’

‘How do I influence others to ensure CSR success and meet stakeholder expectations?’

‘How does the board drive commitment to long-term vision and take faster strides in areas that matter the most to the stakeholders?’

‘How can we evolve our operating model and a culture to deliver positive environmental and social change?’

Enterprise Control Questions

Q1

Where would you position your Control environment a)Today? b) Future goal?

Today
Future

Enterprise Control Questions

Q2

What control archetype do you resonate with the most?

Financial Reporting Questions

Q1

On a scale of 1-5, how mature is your financial reporting and disclosure process?

Financial Reporting Questions

Q2

How many stakeholders are involved in your financial reporting and disclosure process?