Carbon Close Copy Pack

Monthly cadence, exceptions log, sign-off, and versioning to close your carbon inventory like you close your financials.

Carbon75 minute setup5 templates included
CarbonGovernanceCloseAudit

What this pack is

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.

Carbon impact

  • Data integrity: Catch and resolve issues before they compound
  • Audit readiness: Evidence trail for every exception and sign-off
  • Defensible reporting: Know exactly what's in your inventory and why

Risk impact

  • Disclosure compliance: Meet assurance and audit requirements
  • Methodology consistency: Document and control changes
  • Restatement prevention: Catch errors before publication

When to use this pack

Use this pack if:

  • Your carbon inventory is "always in progress" with no clear close
  • Exceptions and data gaps aren't tracked systematically
  • No one formally signs off on inventory accuracy
  • You're preparing for third-party assurance or audit

What's included

  • Carbon Close Checklist
  • Exceptions Log
  • Data Quality Scorecard
  • Sign-Off Template
  • Version Control Log
  • Monthly Carbon Close Agenda

60–90 minute setup

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.

Operating cadence

Monthly (30 min):

  • Run through Close Checklist
  • Review and resolve exceptions
  • Update Data Quality Scorecard
  • Sign off on monthly inventory

Quarterly/Annually:

  • Deep-dive on exceptions
  • Methodology review
  • Version control for published reports

KPIs

KPITargetWhy it matters
Close completed on time100%Discipline
Exceptions resolved100% (or documented)No silent gaps
Data quality scoreImprovingContinuous improvement
Sign-offs obtained100%Accountability

Definition of Done

You're "done" with this pack when:

  • Close calendar is defined
  • Close checklist is customized and in use
  • Exceptions are logged and tracked
  • Sign-off process is running
  • Version control is in place

Included Templates

These templates are your implementation artifacts. Copy them from the Template Vault or use the links below.

Change log

v1.0 (2026-01): Latest release