8th May 2023

As with any aspect of your firm’s business, review and feedback on progress with your ESG plan can serve a valuable function.

It can identify successes within your firm and re-energise you for the work ahead.

A review of your ESG plan might take into consideration some or all of the following:

  • the status of any actions from previous meetings/reviews;
  • changes in external and internal issues that are relevant to the ESG agenda, for example, – an upcoming regulation on ESG which might impact your firm;
  • information on the performance and effectiveness of the ESG plan, including trends in:
    • customer satisfaction and feedback from relevant internal/external stakeholders,
    • performance on the set ESG objectives,
    • the performance of external service providers, and or
    • market analysis
  • the adequacy of resources for the ESG plan; and
  • opportunities for improvement and any other ESG risks to be incorporated.

You may want to consider:

  • decisions and actions related to any opportunities for improvement,
  • any need for changes to the ESG plan, and
  • any additional resource needed to work on the (updated) ESG plan.


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