Goals overview in the ESG Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Goals overview in the ESG Workspace

    Goals in the ESG Workspace represent the objectives an organization sets to advance its Environmental, Social, and Governance (ESG) initiatives. They enable tracking progress toward key material topics identified by the organization. Each goal has an overview page that consolidates all relevant information, accessible via ESG Workspace > Program setup > Goals.

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    Key Features

    • Description: Provides a clear statement of the goal, such as achieving 100% carbon neutrality by a specific year.
    • Tracking: Allows association of responsible entities to the goal for accountability. Displays:
      • In-scope entities responsible for the goal.
      • Summary of sub-goals including counts of completed, on track, at risk, and off-track goals.
      • Summary of targets with similar status breakdowns.
      • Metrics related to the goal, highlighting those due or overdue within 30 days.
      The tracking section supports filtering to view data for individual goals or a roll-up view of all sub-goals, with the roll-up view as default.
    • Programs/Projects: Visible if integrated with Project Portfolio Management. Shows associated projects and programs, their managers, and current states.
    • Risk and Compliance Posture: Available when integrated with Integrated Risk Management. Displays:
      • Policy compliance status (compliant/non-compliant).
      • Control compliance status.
      • Risk profile based on risk assessments.
      • Count of open control issues related to the goal.
    • Goals and Targets Hierarchy: Accessible in the Contextual side panel, showing the main goal, related sub-goals, and their current statuses for clear hierarchical tracking.

    Practical Benefits for ServiceNow Customers

    This functionality helps your organization clearly define, assign responsibility, and comprehensively monitor ESG goals. By integrating with Project Portfolio Management and Integrated Risk Management, you gain enhanced visibility into associated programs, projects, risks, and compliance, enabling proactive management of your ESG initiatives. The structured overview and hierarchical view provide actionable insights to keep your goals on track and aligned with organizational priorities.

    Goals refer to objectives that an organization sets for itself to make an impact on their ESG initiatives. They help you to track your progress toward the material topics that you have identified.

    When you create a goal, the overview page of the goal displays the summary of all the relevant information for the goal. To view the goals overview page for a goal, navigate to ESG workspace > Program setup > Goals. You can then select and open the goal for which you want to view the information.

    The following sections are displayed on this page:
    • Description
    • Tracking
    • Programs/Projects if you integrate with Project Portfolio Management.
    • Risk and Compliance Posture if you integrate with Integrated Risk Management.
    • Goals and Targets Hierarchy
    The following image shows the overview page for a single goal.
    Figure 1. Goal overview page
    Goal overview dashboard report.

    Description

    This section displays the description of the goal. For example, Aim to be 100% carbon neutral by 2025.

    Tracking

    When you create a goal, you can associate an entity with the goal to enable tracking. You can view the following sections:
    • In-scope entities: By associating an entity, you can identify who is responsible for the goal. This section shows the number of entities associated with the goal.
    • Goals summary: Displays the total number of sub-goals associated with the goal. This section also shows the numbers of completed goals, the number of goals on track, the number of goals at risk, and the number of goals that are off-track.
    • Targets summary: Displays the total number of targets. This section also shows the numbers of completed targets, the number of targets on track, the number of targets at risk, and the number of targets that are off-track.
    • Metrics: Displays the different metrics associated with the goal. You can also see the number of metrics that are due in 30 days and the number of metrics that are overdue.

    You can filter the tracking section to view the data only for the goal. You can see the roll up view to view the data of all the sub-goals. The default view is the roll up view.

    Programs/Projects

    The programs and projects section only appears if you integrate with Project Portfolio Management. In this section, you can view the projects and programs associated with the goals. You can view the managers and states of these projects and programs.

    Risk and Compliance Posture

    The risk and compliance posture sections only appears if you integrate with Integrated Risk Management. In this section, you can view the following information:
    • Policy compliance: The status of compliant and non-compliant policies.
    • Control compliance: The status of compliant and non-compliant controls.
    • Risk profile: Risk status of the goal based on the risk assessment.
    • Open control issues: The number of open issues related to the goal.

    Goals and Targets Hierarchy

    In the Contextual side panel, you can view the main goal, the associated sub-goals, and their statuses.