Monthly cadence, exceptions log, sign-off, and versioning to close your carbon inventory like you close your financials.
This Copy Pack gives you the minimum system to "close" your carbon inventory with the same discipline you apply to financial close.
Most carbon inventories drift—data changes, methods shift, exceptions pile up without resolution. This pack creates the cadence, exception logging, and sign-off process that makes your inventory audit-ready.
Use this pack if:
Step 1: Define your close calendar (10 min) When does your carbon inventory need to be "closed" each period? Monthly? Quarterly? Annually?
Step 2: Customize your Close Checklist (15 min) Use the Carbon Close Checklist. Define what tasks must be complete before close.
Step 3: Set up your Exceptions Log (15 min) Use the Exceptions Log template. List any known data gaps, estimation overrides, or methodology exceptions.
Step 4: Create your Data Quality Scorecard (15 min) Use the Data Quality Scorecard. Score each scope/category by data coverage and quality.
Step 5: Define your Sign-Off process (10 min) Who signs off on the closed inventory? Use the Sign-Off Template.
Step 6: Set up Version Control (10 min) Use the Version Control Log. Track every published version with date, owner, and changes.
Step 7: Schedule your first Monthly Close (5 min) Block 30 minutes. Use the Monthly Carbon Close Agenda.
Monthly (30 min):
Quarterly/Annually:
| KPI | Target | Why it matters |
|---|---|---|
| Close completed on time | 100% | Discipline |
| Exceptions resolved | 100% (or documented) | No silent gaps |
| Data quality score | Improving | Continuous improvement |
| Sign-offs obtained | 100% | Accountability |
You're "done" with this pack when:
These templates are your implementation artifacts. Copy them from the Template Vault or use the links below.
v1.0 (2026-01): Latest release