Checklist for Establishing Sustainability Business Case

Checklist for Establishing a Sustainability Business Case

To drive sustainability initiatives that secure executive support and funding, you need more than good intentions — you need a compelling business case.

This step-by-step checklist helps you turn sustainability ideas into financially sound, strategically aligned proposals that decision-makers can’t ignore.

This checklist will

Help you define your Sustainability ROI (financial, environmental, and social).
Guide you in identifying tangible and intangible value, from carbon reduction and brand equity to risk mitigation and employee engagement.
Provide tools, metrics, and methods to align with CFO and executive expectations.
Enable you to prioritise data, build credibility, and increase your success rate when presenting sustainability initiatives for approval.

Lesson Learned

  • Sustainability ROI goes beyond just cost savings. This checklist helps you account for hidden and long-term value such as regulatory risk reduction, stakeholder trust, and employee retention.
  • Start with the end in mind. If sustainability isn’t clearly linked to core business KPIs and financial metrics, it will be seen as a side initiative — and often deprioritized.
  • Design for decision-makers. Use familiar tools like IRR, payback period, TCO, and CLV — but pair them with sustainability indicators and lifecycle assessments to show full-spectrum value.
  • Sustainability strategy is a workflow. You’re not just completing a task; you’re building a repeatable process that aligns sustainability with strategy, finance, and operations.

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Establishing Sustainability Business Case
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