PDF Free
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Data Quality

Data Health Checklist

Score your organization across 8 critical data dimensions — from accuracy and freshness to governance and decision confidence. 32 checkpoints with a scoring guide to see where you stand.

What's inside
  • 32 checkpoints across 8 data health dimensions
  • Printable format for team workshops
  • Scoring guide with action recommendations
Download Checklist
PDF Free
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Automation

Automation Readiness Scorecard

Before you automate, find out if you're ready. Rate your team across 5 areas — process documentation, data readiness, tool stack, business case, and change management — with a 100-point scoring system.

What's inside
  • 20 assessment statements across 5 readiness areas
  • 1–5 rating scale with subtotals per section
  • Score interpretation guide with next steps
Download Scorecard
XLSX Free
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Dashboards

Dashboard Requirements Template

The brief template we use with every client before building a dashboard. Covers data sources, KPI definitions, filter requirements, design preferences, stakeholders, and timeline — so nothing gets missed.

What's inside
  • 6-section structured brief with guided prompts
  • Data source inventory with access checklist
  • Filter and interactivity planning section
Download Template
XLSX Free
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Reporting

Reporting Audit Worksheet

Inventory every report your team produces — including environmental and compliance reports — score each one on trust, automation potential, and time cost, then identify your top 3 quick wins.

What's inside
  • Report inventory tracker with 11 data points per report
  • Pre-filled example row for guidance
  • Audit summary sheet with quick-win identification
Download Worksheet

Three steps to better data

01

Audit your data first

Start with the Carbon Data Audit Checklist or Data Health Checklist to understand if your data is clean, traceable, and ready for reporting or verification.

02

Define what to measure

Use the Carbon & ESG KPI Starter Pack to align your team on the right metrics — emissions, forest indicators, ESG disclosure — before building any dashboard or report.

03

Plan and build

Use the Reporting Audit Worksheet to identify what's worth automating, then the Dashboard Requirements Template to scope the build clearly before any work starts.

Templates are a start. Execution is what counts.

If you've run the checklists and know where the gaps are — in your carbon data, ESG reporting, or analytics setup — book a free 20-minute diagnostic with Joshua Chua. We'll give you an honest read on what's worth fixing first.