Excel Template for Conducting the Materiality Assessment
The double Materiality Assessment, also known as materiality analysis, is the central component of sustainability reporting under the Corporate Sustainability Reporting Directive (CSRD) or ESRS.
Thanks to this Excel template (aligned with the revised ESRS), conducting a double Materiality Assessment is made easy. We break down the ESRS requirements for you and guide you step-by-step through the assessment.
- Pragmatic and legally compliant
- Ready to use immediately
- Aligned with the revised ESRS
- Excel template for determining key topics
- Step-by-step filling aid
- Stakeholder analysis
- Automatic creation of a materiality matrix
- Helpful tools & links
Ordering by invoice is our preferred payment method – alternatively, pay directly & securely via LemonSqueezy.
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 easily filling the template with your information (incl. top-down & bottom-up approach)
- Consideration of dual materiality: internal perspective (financial materiality) and external perspective (impact materiality)
- Instructions for stakeholder analysis
- Automatic creation of a materiality matrix based on your input, including a list of material topics
- Further helpful attachments, which we make available to you in a bundle (also publicly available on the Internet):
- The official ESRS
- A complete list of ESRS data points
- Bonus: AI Prompts for efficient and creative support in conducting the Materiality Assessment
Your added value when purchasing this materiality assessment template
- You save an enormous amount of time preparing and conducting your double Materiality Assessment
- The requirements of the revised ESRS (Delegated Regulation (EU) 2026/1563) are prepared in an understandable way, translated from English into German and converted into clear, actionable information requirements
- You can get started immediately: The intuitive Excel tool makes it possible to dive into the topic easily and directly
Note & suitability
Note: This template supports you in conducting your double Materiality Assessment in accordance with the revised ESRS – including the simplified materiality assessment (e.g. top-down approach, AR 16 now illustrative only). The revised ESRS were adopted on 3 July 2026 and published in the EU Official Journal on 21 September 2026 as Delegated Regulation (EU) 2026/1563. They apply mandatorily to financial years beginning on or after 1 January 2027. You will be guided through the process step by step and can enter all necessary information directly into the template.
You must fill in the content yourself as a company, because only you know your business model, your activities, and your impacts in detail. We explicitly recommend involving your relevant stakeholders early on, as their perspectives are crucial for a sound analysis.
In addition to the template, CSR Tools also offers you an IRO database as well as a compact 4-hour workshop. There you will receive professional guidance, can clarify questions, and advance your analysis in a targeted manner.
Who is the template suitable for?
The template is ideal for you if your company is subject to CSRD reporting or wants to conduct a DMA out of intrinsic motivation in order to record the company's impacts, risks, and opportunities (IROs) in a structured way.
If you are not (yet) using AI-supported Materiality Assessment software, such as the Materiality Master, or a comprehensive ESG tool to create your sustainability report, this template offers you a simple and practical introduction to the topic.
Many consulting firms successfully use the template to efficiently guide their clients through the Materiality Assessment.
You can find more frequently asked questions (FAQs) about the template here.
Send us a short message to info@csr-tools.com – we will send you an invoice with all payment information.
If you are not satisfied with the template, you will receive your money back within 30 days hassle-free.
Materiality Assessment Light Template published
Since the CSRD Omnibus entered into force on 18 March 2026, numerous companies are no longer obliged to publish a CSRD report: from financial year 2027, only companies with more than 1,000 employees and more than €450 million in net turnover are subject to reporting. Nevertheless, many companies want to align themselves more sustainably and conduct a pragmatic and simplified Materiality Assessment Light and, if applicable, publish a voluntary VS report (formerly VSME).
We have adapted our DMA template to the revised ESRS (Delegated Regulation (EU) 2026/1563) and streamlined it, and are offering it for €499.
Who created the Excel template for the 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 2024, he successfully completed the further training to become a certified Sustainability Reporting Advisor at EBS University of Business and Law.
Learn more about Alex and CSR Tools here.
Client selection for the Materiality Assessment Excel 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 assessment are great! Hats off, you break down the topic in an understandable way.
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.
The template appears very well structured and is helpful for conducting the double Materiality Assessment in companies.
Respect - the Excel template looks really great! It's the best I've seen so far for materiality assessment - congratulations!
Your Materiality Assessment Template options
- Excel template and step-by-step filling guide
- Stakeholder analysis
- Automatic creation of a materiality matrix
- Helpful tools & links
Ordering by invoice is our preferred payment method – alternatively, pay directly & securely via LemonSqueezy.
- Excel template for determining key topics
- Tool for mapping the key topics
- Helpful tools & links
Ordering by invoice is our preferred payment method – alternatively, pay directly & securely via LemonSqueezy.
- Excel template for determining key topics
- Practice-oriented and interactive 4-hour workshop
- Helpful tools & links
Ordering by invoice is our preferred payment method – alternatively, pay directly & securely via LemonSqueezy.
Frequently asked questions
What do customers like to buy alongside the template?
Many buyers save over 500 hours with our pre-built IRO database. It makes the implementation of the double Materiality Assessment easier than ever. The database contains over 850 pre-formulated, ESRS-compliant impacts, risks and opportunities (IROs). This not only saves you valuable time, but also ensures that your analysis complies with legal requirements.
Why is the Light template now offered for €499?
Since the CSRD Omnibus entered into force, numerous companies are no longer obliged to publish a CSRD report. Many still want to align themselves more sustainably and conduct a pragmatic and simplified Materiality Assessment Light. We have therefore adapted our DMA template to the revised ESRS, streamlined it, and offer it for €499.
Can I pay by invoice?
Yes. If you prefer to purchase on account, simply send us an email to info@csr-tools.com and we will send you an invoice with all payment information.
Do I have to fill in the content myself?
Yes. You must fill in the content yourself as a company, because only you know your business model, your activities, and your impacts in detail. We explicitly recommend involving your relevant stakeholders early on, as their perspectives are crucial for a sound analysis.
Is there a satisfaction guarantee?
Yes. If you are not satisfied with the template, you will receive your money back within 30 days hassle-free.
Customers also bought …
Over 850 pre-formulated, ESRS-compliant impacts, risks and opportunities (IROs) – save over 500 hours conducting your double Materiality Assessment.
The logical next step: create your sustainability report based on the VS standard – with pre-formulated text modules and a complete list of data points.
Get started pragmatically and legally compliant with your double Materiality Assessment today. If you have further questions, feel free to book a non-binding demo appointment – we are also happy to send you screenshots.