For trainers & workshop leaders
End your SME workshop with something each participant can send.
Most sustainability sessions end in notes. This one ends with a published ESG Passport and a PDF per participant — thirteen guided questions, five to ten minutes, and no account needed to start.
Built to survive a room of twenty.
The things that break a live exercise are logins, long forms and tools that only work for one country. Those are the three we designed around.
Nothing to install, no account to open first
The wizard is open to anonymous visitors. Participants go straight to the first question on a laptop or a phone — no sign-up screen stalling the room in minute one. An account is only needed at the end, to publish and export.
It finishes inside the session
Thirteen guided questions across five steps, five to ten minutes of typing. That leaves the rest of your session for the part that actually needs you: what the numbers mean and what to do about them.
The output is real, not a mock-up
Each participant ends with a permanent public URL and a PDF they can send to a customer the next morning. Figures are calculated with published emission factors and mapped to EFRAG VSME and IFRS S2.
A mixed room still works
Country packs cover thirteen markets. Each participant gets their own country's grid factor and the frameworks that apply to them, so a room with German, Australian and Malaysian businesses does not need three different exercises.
A fifty-five minute outline you can run as it stands.
Adjust the middle block to the length you have. The first and last segments are the ones that carry the learning.
Show them what a buyer receives.
Open the example Passport on screen. Ten minutes on the artefact answers more questions than an hour on the regulation, because everyone in the room has either sent or received a request like it.
Everyone opens the wizard.
One URL, no credentials, no waiting for password resets. This is the point where a session with a sign-up wall loses fifteen minutes and three participants.
They answer with their own numbers.
Ask them in advance to bring last year's utility bills (see the list below). Participants without their figures can still complete the flow with estimates and correct them later — the Passport is editable.
They publish and download the PDF.
This is where each participant creates a free account, because the Passport becomes theirs: their URL, their data, their attestation.
Compare two Passports side by side.
The strongest discussion in the room is usually about the gaps — why one company answered a question and another did not, and why leaving something undisclosed is a legitimate answer rather than a failure.
The example Passport is the thing to put on the projector: open it and scroll it the way a buyer would.
Send this list out with the invitation.
Last year's utility bills cover most of it. Participants who arrive without their figures can still complete the flow and correct the numbers afterwards.
- Electricity consumption for a full year (kWh) — from the annual bill or the meter portal
- Natural gas or heating fuel, if the site uses any
- Fuel for company vehicles or machinery (litres per year)
- Waste tonnage and roughly what share is recycled
- Water consumption (m³), where it is metered
- Headcount, split by gender, and any work-related accidents last year
- Whether the business already has a code of ethics, an anti-corruption or an anti-harassment policy
For the wider context of what buyers actually ask an SME for, the supplier ESG checklist works well as a hand-out, and the regulations hub covers the frameworks by country if your room needs the legal background.
What to plan around.
Four things that change how you run the session. Better to read them now than to discover them with a room watching.
You will not see their progress.
There is no trainer dashboard, no cohort view and no participant list. Each Passport belongs to the person who made it, and their figures are theirs. Plan the session so that you are walking the room, not watching a screen.
Starting is anonymous; publishing is not.
Participants answer every question without an account, then create a free one to publish and download. Budget two minutes for it, and warn them they will need access to their email in the room.
Pro for the duration of a course, if you need it.
The optional Pro features — the EFRAG VSME Excel template, XBRL, a logo on the PDF, the Advanced Disclosures — can be set up on each participant's own account for a period agreed with you. The period ends and nothing is charged. This route is account-first, so those participants sign up before the session rather than during it.
Everything produced is self-reported.
A Passport is a structured disclosure, not an audit or a certification, and it says so on the page and in the PDF. That distinction is worth teaching explicitly — it is the one participants most often get wrong.
Before you put it in front of a room
Run it once yourself.
Take ten minutes and complete the wizard as a participant would. It is the fastest way to judge whether it belongs in your session, and it costs nothing. If you are planning a course, a cohort or a repeating programme, tell us the shape of it and we will work out what your participants need.