Team Socratic - Simonne Cudmore, Joshua Shelton,

Matthew Pagano, Harsh Chavva

Final Proposal

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 Timeline

Executive
Insights
Summary
Environmental Social
Governance (ESG)

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Timeline WE ARE HERE

DISCOVERING INVENTING ASSESSING SHARING

Background research and Insights and ideation. Usability tests and key Final presentation.
data collection. outcomes.

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Timeline WE ARE HERE

DISCOVERING INVENTING ASSESSING SHARING

Background research and Insights and ideation. Usability tests and key Final presentation.
data collection. outcomes.

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Insights
"The Unsung Hero"
How might we identify key roles within the company that go unnoticed?

"Creating A New Layer"

How might we quantify new and relevant metrics for success/failure?

"Limiting Factors"
How might we measure the limiting factors of the balanced scorecard?
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 ENVIRONMENTAL,
SOCIAL, AND
Areas of GOVERNANCE GOALS
Opportunity

ESG
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ESG
How might we quantify an ESG score through
Improving's Balanced Scorecard metrics? ₂

ESG scores can measure a business's ability to...

Anticipate risk
Identify opportunities
Demonstrate long-term strategic planning
Measure organizational culture
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Environmental
The environmental portion of ESG considers how a company
performs as a steward of the physical environment. ₁

The Environment category can be measured through:

Renewable energy
Utility usage
Recyclable supplies
Transportation rates
Company wide initiatives
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Social
How a company manages relationships with its workforce, the
societies in which it operates, & the political environment. ₂

The Social category can be measured through:

Diverse employees
Diverse employees in leadership positions
Number of mentorship programs & hours spent mentoring
Participation in DEI training
Employee resource group (ERG) participation
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Governance
The decision making and distribution of rights and
responsibilities among different participants in corporations. ₉

The Governance category can be measured through:

Profit sharing
Stock distribution
Diversity among stake holders, directors, managers, and executives
Compensation distribution (top-bottom)
Diversity of HR
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 Keep a quarterly collection
of critical ESG data points
that can be readily
Next Steps displayed on the BSC

Consider utilizing a
company that provides
ESG scoring as a service
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2
Company Overview

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Companies that Calculate ESG
MSCI
Assesses core business and industry-specific issues for risks and opportunities

S&P Global
Combines company reports, stakeholder analysis, & company engagement

Sustainalytics
Leads ESG trainings and provides personalized material ESG issues (MEIs)
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Key Takeaways
"There is a disconnect in our analysis"
From an outside perspective the BSC does not quantify critical culture values.

"The BSC can play a key role in ESG tracking"

The BSC can quantify critical values through basic ESG scoring strategies.

"Additional metrics will help complete the story"

Additional metrics will help Improving to quantify conscious capitalism.
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Key Takeaways
"There is a disconnect in our analysis"
From an outside perspective the BSC does not quantify critical values.

"The BSC can play a key role in ESG tracking"

The BSC can quantify critical values through basic ESG scoring strategies.

"Additional metrics will help complete the story"

Additional metrics will help Improving to quantify conscious capitalism.
15
Key Takeaways
"There is a disconnect in our analysis"
From an outside perspective the BSC does not quantify critical values.

"The BSC can play a key role in ESG tracking"

The BSC can quantify critical values through basic ESG scoring strategies.

"Additional metrics will help complete the story"

Additional metrics will help Improving to quantify conscious capitalism.
16
Team Socratic
SIMONNE CUDMORE JOSHUA SHELTON MATTHEW PAGANO HARSH CHAVVA

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Sources
1. https://www.spglobal.com/en/research-insights/articles/understanding-the-e-in-esg
2. https://www.spglobal.com/en/research-insights/articles/what-is-the-s-in-esg
3. https://journals.sagepub.com/doi/full/10.1177/10860266221079408
4. “How might we statements”
5. Balanced Scorecard.
6. https://corporatefinanceinstitute.com/resources/esg/esg-score
7. https://docs.google.com/spreadsheets/d/1V1oNkcm7pEoSfh6wlvRk-4hyX7bT0-
h0/edit#gid=2094098558
8. https://www.msci.com/documents/1296102/21901542/MSCI+ESG+Ratings+Brochure-cbr-en.pdf
9. https://www.spglobal.com/esg/documents/sp-global-esg-scores-brochure-2022.pdf
10. https://www.sustainalytics.com/corporate-solutions/esg-solutions/sustainalytics-esg-training 18