Materiality analysis Excel template incl. materiality matrix
The double materiality analysis, 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 the double materiality analysis is made easy. We break down the ESRS requirements for you and guide you through the analysis step by step.
You will receive:
- An Excel template for determining the key topics and IROs (impacts, risks, and opportunities) of your company
- A step-by-step guide to filling the template with your information and measuring progress
- Consideration of the outside-in-perspective (financial materiality) and inside-out-perspective (impact materiality)
- Stakeholder analysis and engagement recommendations
- Automatic creation of a materiality matrix based on your information and a list of all your material topics with ID
- We will provide you with further attachments (you can also find these free of charge on the Internet):
- EFRAG’s detailed ESRS requirements for SME
- List of ESRS data points
- Bonus: AI prompts for carrying out the materiality assessment
Benefits of the materiality analysis Excel template
You will experience the following added value when you purchase this template to determine your material ESG topics:
- Enormous time savings when preparing and carrying out your double materiality analysis
- You receive the complex ESRS requirements in a way that is easy to understand with additional implementation tips
- Intuitive Excel-based tool enables direct access to the topic
Note
This is a template for carrying out the double materiality analysis, which reflects the requirements of the ESRS and guides you step by step. The required information must be completed by the company itself. It is also recommended to involve the relevant stakeholders in this process. In addition to this template, CSR Tools also offers a 4-hour materiality analysis workshop.
For whom is this materiality analysis template suitable?
All companies that are subject to CSRD reporting requirements or will be in the coming years. If you do not use a CSRD tool to prepare your sustainability report, this template is recommended and offers a seamless starting point to comply with the sustainability reporting requirements. The template is also particularly popular with management consultancies that support their clients in carrying out the double materiality assessment.
Further frequently asked questions (FAQs) about this template can be found here.
Prefer payment by invoice?
No problem! Send us a message to info@csr-tools.com and we will send you an invoice with our bank details for the transfer.
Who created this materiality assessment template?
Alexander Spahn from CSR Tools created this template. He started his career at the auditing and consulting firm Deloitte and has been working intensively on CSRD since 2023. From February to July 2024, he successfully completed additional training as a certified ‘Sustainability Reporting Advisor’ at the EBS University of Business and Law.
Find out more about Alexander Spahn and CSR Tools here.
Selected customers of the materiality analysis template
What other template buyers say
Thank you very much for the Excel template - you've done a hell of a job! Wow!
The Excel template certainly looks very promising at first glance!
I think your templates for carrying out the materiality analysis are great! Hats off, you break down the topic in an understandable way.
Preparing a materiality analysis 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 tips in many places. It thus provides useful support for the preparation of a materiality analysis and helps companies to understand and assess the impact of their business activities.
The template appears very well structured and is helpful for carrying out the double materiality analysis in companies.
Respect - the Excel template looks really great! It's the best I've seen so far for materiality analysis - congratulations!
Screenshots of the materiality analysis Excel template
Further information on the materiality analysis
The double materiality analysis, also known as the materiality analysis, is a central part of CSRD reporting. The results of this analysis, which ideally involves a wide range of stakeholders, form the basis for determining which data points and KPIs need to be reported on.
Further information can be found in our blog posts on the topics of materiality (double materiality) and ESRS.
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