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Getting started with targets and action plans at KEY ESG

How standalone companies can set targets and action plans in KEY ESG to track and drive ESG performance.

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Written by Sophie Rathmell

What are targets and actions?

Targets and action plans let your organisation set goals to achieve your ESG targets, and create actionable steps that can be shared with colleagues to work towards those goals.

What can I set up in my targets?

  • Entity-level targets: scope a target to one or more specific entities (e.g. a site or office), not just the whole organisation. When you filter Carbon Insights by entity, the target line updates automatically to match.

  • Multiple targets per metric/scope: hold more than one target for the same metric at the same time — for example, a regulatory mandate alongside an internal net-zero ambition.

  • Target status: each target has a status field you set yourself: Not started, On track, At risk, Achieved, or Missed. This is visible on the targets list, in the Targets and Actions report, and via the KEY ESG MCP connector.

  • Base year: manually set a base year target value rather than relying only on data already submitted in the platform. Useful if you have historic data that predates your use of KEY ESG.

Please note: target status is currently a manual, user-set field rather than one the platform calculates for you. If you select an intensity value for a target, you can currently only assign it to a single entity.

How to set targets

  1. Navigate to Targets under 'Improve' on the left-hand menu.

  2. Select the metric you would like to set a target for.

  3. Choose the coverage for your target: the whole organisation, or one or more specific entities.

  4. Set up your target. After filling out the base year, target year, calculation methodology, and target value, KEY ESG will calculate the average magnitude of change you'll need to make to meet your target.

  5. Save your target and check in regularly to update the status as things progress.

Please note that target setting is not yet available for all metrics — if you're missing a data point within the Targets tab, contact your account manager or support to help set this up.

Viewing your targets

All targets are shown in a single, flat table on the Targets page, with columns for Coverage (organisation-wide or entity-based) and Status, making it easy to see and manage all of your commitments at a glance. These same columns also appear in the Targets and Actions report, and are included in report exports.

How to set action plans

  1. Navigate to Action Plans under 'Improve'.

  2. Select 'Add action'.

  3. Input your action plan name, a description, and assign its category, start & end date, and person responsible, and set progress.

  4. Scroll down to Progress updates and select Add progress update to capture any steps taken towards your ESG goal.

By setting clear targets and detailed action plans within KEY ESG, your organisation can effectively navigate its ESG journey, ensuring every team member is aligned and actively contributing towards your objectives.

If you need assistance at any point, our support team is here to help. You can reach us at support@keyesg.com or via the in-app chat function.

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