The Chapter Zero Transition Planning Toolkit
The Chapter Zero Transition Planning Toolkit is designed to support you as a non-executive director (NED), and your board, in overseeing the development and delivery of a credible transition plan. It is aligned with the Transition Plan Taskforce Disclosure Framework and Implementation Guidance.
The Toolkit was produced in collaboration with Chronos Sustainability and the Centre for Climate Engagement, and supported by LSEG and its Foundation.
The Transition Planning Toolkit User Journey
Our Transition Planning Toolkit is an interactive resource created to support NEDs in navigating the transition to a climate-resilient economy. It is comprised of four elements, a Briefing, Scorecard, Governance Compass, and Barriers and Enablers, that are designed to be used iteratively as the business progresses and things change.
Briefing
Read the Briefing to explore transition planning within the context of the UK climate-reporting landscape and the key role of the NED in transition planning.
Read the Briefing
Scorecard
Complete the Scorecard to assess how effectively your board is responding and contributing to a transition to a low-greenhouse gas emissions, climate-resilient economy, and to gain insight into your readiness for transition plan disclosures.
Complete the Scorecard
Governance Compass
Use the Governance Compass in your board committee meetings to ensure that your committee’s work considers, aligns with and supports the company’s Strategic Ambition and transition plan.
Use the Governance Compass
Barriers and Enablers
Read Barriers and Enablers to consider and prepare for the barriers to developing and delivering on the company’s transition plan, and to understand enabling factors and processes that may enhance this delivery.
Explore Barriers and Enablers
Download the full Toolkit PDF
Want access to the full Transition Planning Toolkit as a PDF so you can work through it offline with your board? Click through to complete a short form and get your copy.
Download the Toolkit PDFUpcoming transition planning events
Transition Planning Masterclass #1: Transition planning and your role
Register for the first session in our interactive transition masterclass series with the Oliver Wyman Forum, where we will dive into the crux of embedding transition plans into business strategy and help you navigate some of the more challenging aspects of the transition planning process through a commercial lens.
Transition Planning Masterclass #2: Putting it into practice
Register for the second session in our interactive transition masterclass series with the Oliver Wyman Forum, where we will dive into the crux of embedding transition plans into business strategy and help you navigate some of the more challenging aspects of the transition planning process through a commercial lens.
Transition Planning Masterclass #3: Beyond the boardroom
Register for the third session in our interactive transition masterclass series with the Oliver Wyman Forum, where we will dive into the crux of embedding transition plans into business strategy and help you navigate some of the more challenging aspects of the transition planning process through a commercial lens.
Our latest transition planning resources
Oliver Wyman Masterclass #3: Beyond the boardroom
In collaboration with the Oliver Wyman Forum, as part of our transition planning materials, we launched this series of three interactive, masterclasses. The third masterclass focused on transition planning beyond the boardroom, exploring the ever-changing external landscape, engaging with key stakeholders, and considering the broader implications of business transition.
Read: Financing the UK energy transition
Read Deloitte's Financing the UK energy transition blog from March 2025, which uses an investor survey to decipher what is required for companies to hit their decarbonisation targets and reach the next step in their energy transition journey.
Oliver Wyman Masterclass #2: Putting it into practice
In collaboration with the Oliver Wyman Forum and as part of our wider series on transition planning, Chapter Zero members came together for the second of three interactive, practical transition planning masterclasses. These are in-depth learning experiences where attendees learn from both experts and peers. Building from the first masterclass on transition planning foundations and the role of the NED, the second masterclass explored how NEDs can lead through uncertainty, effectively review and challenge transition plans and take into account legal considerations associated with transition planning. This document provides a summary of the rich learnings and key takeaways from the session.
Launching the Chapter Zero Transition Planning Toolkit
Hear from speakers and partners on the role of the board in effective transition planning at Chapter Zero's flagship event held on 1 November 2023, where we launched our Transition Planning Toolkit for non-executive directors.
Find more transition planning news and resources
Spotlight: Transition Planning
Transition Planning resources for NEDs
Become a member
It’s free to join Chapter Zero and we warmly welcome non-executive directors and chairs who are keen to lead on climate in the boardroom. You’ll find a community of support, knowledge and inspiration.
Find out more