How We Build Transition Plans
Transition planning is complex, collaborative work. Here's how we approach building credible, investor-ready plans that actually work for your organization.
Our Approach
We don't hand you a template. Transition planning requires understanding your business context, identifying realistic pathways, and building plans you can actually implement. Our approach is:
- Collaborative - We facilitate and guide, you provide context and make decisions
- Operationally grounded - Plans must work for your organization, not just pass disclosure requirements
- TPT-aligned - Framework provides credibility, but execution requires flexibility
- Delivery-focused - Implementation is the goal, disclosure is the outcome
Phase 1: Discovery & Diagnosis (1-2 weeks)
What We Look For
- Existing climate and nature commitments and progress
- Current governance structures and decision-making processes
- Data availability and quality
- Stakeholder alignment (or misalignment)
- Capability gaps and resource constraints
How We Work
- Stakeholder interviews across functions (sustainability, finance, operations)
- Document review (CDP disclosures, sustainability reports, internal plans)
- Gap analysis against TPT framework and investor expectations
- Scoping recommendations based on findings
Typical Findings
Most companies we work with have some sustainability progress - the challenge is usually integration:
- Plans exist but aren't operationally integrated
- Targets set but delivery pathways unclear
- Capital allocation misaligned with stated priorities
- Governance structures lack accountability mechanisms
Module 1: Credibility Review (2-3 weeks)
WHEN TO USE
You have an existing plan but want independent assessment of quality and investor perception
What We Deliver
- TPT-aligned credibility scorecard - Element-by-element assessment
- Gap and red-flag analysis - What strengthens or undermines credibility
- Nature integration audit - TNFD/SBTN alignment assessment
- Priority actions and quick wins - What to fix first
How We Work
- Score existing plan against TPT elements and credibility markers
- Assess nature integration (TNFD/SBTN alignment)
- Identify greenwash risks and material weaknesses
- Workshop with leadership to prioritize actions
Example Questions We Explore
- Can an outsider read your plan and understand exactly what you'll do?
- Is your CapEx aligned with your largest decarbonisation levers?
- Do your interim milestones prove near-term credibility?
- Is nature addressed or is this climate-only?
Module 2: Plan Build or Refresh (4-8 weeks)
WHEN TO USE
You need to build a credible plan from scratch or your existing plan needs major strengthening
What We Deliver
- Baseline definition and scope clarity - Clear boundaries and starting point
- Validated targets and interim milestones - SBTi targets broken into proof points
- Delivery roadmap with capital allocation guidance - What you'll do, when, and what it costs
- Governance and accountability map - Who owns what, how decisions get made
- TPT-aligned disclosure narrative - Ready for CDP, annual report, investor materials
How We Work
- Working sessions with delivery teams (not just sustainability)
- Map actions to targets with specific technologies/suppliers
- Model CapEx/OpEx implications across timeline
- Design governance structure with clear owners and incentives
Example Outputs
- Multi-year action roadmap (specific, funded, owned)
- Capital allocation framework (CapEx priorities, OpEx shifts)
- Governance map (board oversight, executive KPIs, functional roles)
- Disclosure narrative (TPT-aligned, ready for external use)
Module 3: Delivery Pathways (8-16 weeks)
WHEN TO USE
Your plan is credible but unclear how to engage value chain partners and move from paper to reality
What We Deliver
- Value chain engagement strategy - How to coordinate with suppliers and partners
- Landscape integration and partner mapping - Connect to actors who can enable delivery
- Traceability and data requirements roadmap - Systems needed for verification
- Pilot pipeline for real-world delivery - 3-5 priority projects designed and ready to launch
How We Work
- Connect plan to on-ground reality (suppliers, landscape actors)
- Design engagement strategies that work for value chain partners
- Map data systems needed for credibility and verification
- Identify priority pilots to prove delivery model
The "Bridge from the Landscape Side"
This is where our hybrid background matters. We design plans that:
- Recognize producer/supplier constraints and opportunities
- Connect corporates to landscape actors who can deliver
- Define shared value frameworks (not just top-down requirements)
- Build partnerships that sustain delivery over time
What Makes Our Approach Different
1. Hybrid Professional Lens
We translate between sustainability and finance. Plans we build are credible to investors AND operationally realistic.
2. Landscape Expertise
We connect plans to real ecosystems and value chains, not just corporate reporting boundaries.
3. Implementation Focus
Guidance, not checklists. We help you build a plan that works for your organization, not perfect framework compliance.
4. Nature + Climate Integration
We treat climate and nature as an integrated system from day one (TNFD + SBTN alongside SBTi + TPT).
Example Timeline & Engagement Model
Module 1 Only (Credibility Review)
- Duration: 2-3 weeks
- Client time: 5-8 hours (interviews, workshop)
- Deliverables: Scorecard, gap analysis, priority actions
Module 2 (Plan Build/Refresh)
- Duration: 4-8 weeks
- Client time: 10-15 hours (workshops, working sessions)
- Deliverables: Complete transition plan, governance map, disclosure narrative
Module 3 (Delivery Pathways)
- Duration: 8-16 weeks
- Client time: 15-25 hours (scoping, workshops, partner engagement)
- Deliverables: Engagement strategy, pilot pipeline, partner mapping
Combined Engagement (Modules 1+2+3)
- Duration: 12-24 weeks
- Client time: 30-45 hours (full engagement)
- Deliverables: Complete credibility review through delivery pathways
Success Factors
What Works Best
- Executive sponsor with budget authority
- Cross-functional team (sustainability + finance + operations)
- SBTi targets already set (or in process)
- Willingness to be honest about gaps
- Commitment to implementation (not just disclosure)
Common Challenges
- Treating this as a compliance exercise (not strategic)
- Sustainability team isolated from business operations
- Capital planning cycles misaligned with plan timeline
- Resistance to transparent disclosure of challenges
- Scope 3 data availability and quality
Ready to Get Started?
Let's discuss where you are now and what approach would work best for your organization.