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Monitoring and reporting phase

Section 8 / Climate Risk Management Toolkit

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Supports client monitoring, engagement, transition plans, adaptation plans, and science-based targets.

Section 8 - Monitoring and reporting phase

Source guidance

British International Investment · Original source page

Overview

Executive Summary

Section 8 covers metrics for tracking client climate performance, transition and adaptation plan assessment, and science-based target setting. It emphasises the use of climate risk dashboards to convert due diligence findings into actionable metrics, enabling real-time risk management, cross-functional accountability, and strategic decision-making. Effective client engagement is highlighted as essential, with best practices for fostering dialogue, tailoring expectations, and creating practical tools. Special guidance is provided for MFIs, focusing on non-technical communication and community-based approaches. The section details frameworks for developing and assessing credible transition and adaptation plans, aligned with international standards such as IFRS S2. Science-based target setting is introduced as a key tool for aligning emissions reduction goals with climate science and global agreements.

Section 8 is especially useful for risk teams, sustainability specialists, portfolio managers, and client relationship teams seeking to embed climate risk monitoring, reporting, and strategic planning across their organisations.

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Module 17

Transition plan development and assessment

Assesses whether a transition plan is credible, decision-useful, and aligned with disclosure expectations.

Working toolOutput: Transition plan credibility score
Guidance, tools and source materials

Included guidance

  • - Guidance 15: Key elements of credible transition plans
  • - IFRS S2 transition plan disclosure expectations

Tools

Tool 4: Client transition plan assessment checklist

Exports

PDF and Excel

Original source materials

Excel: Transition plan guide and credibility checklist
Open assessment

Original module guidance

Module 18

Adaptation plan development and assessment

Assesses adaptation planning, resilience measures, and implementation credibility.

Working toolOutput: Adaptation plan credibility score
Guidance, tools and source materials

Included guidance

  • - Guidance 16: Key elements of an adaptation plan
  • - IIGCC Climate Resilience Investment Framework

Tools

Tool 5: Client adaptation plan assessment checklist

Exports

PDF and Excel

Original source materials

Excel: Adaptation plan guide and credibility checklist
Open assessment

Original module guidance

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