ESG Methodology V1 · Pilot stage

ESG Assessment & Methodology

AppleTree APTESG has defined Version 1 of its ESG methodology. The methodology is currently undergoing expert review and will be tested and refined through pilot applications.

Common baseline

36 questions across Environmental, Social and Governance

The first version provides a consistent starting point for participating companies. It is a pilot baseline, not a complete sector-specific standard.

Environmental

Questions cover how the company identifies, manages and documents relevant environmental practices.

Social

Questions examine people, working practices, stakeholders and supporting company evidence.

Governance

Questions consider policies, responsibilities, oversight and how decisions are documented.

What the pilot tests

Method and workflow in real company settings

Pilot applications will help test whether questions are clear and applicable, whether evidence requests are proportionate, and how much work the process requires. Findings will inform later refinements.

Pilot assessment

How information moves through the current process

The process connects company statements to supporting evidence, then returns a private baseline for discussion and testing.

01

Company context

The organisation provides basic context so the current baseline can be interpreted appropriately.

02

Answers and evidence

The company completes 36 E, S and G questions and links relevant documents or other supporting evidence.

03

Pilot review

Submissions are reviewed against ESG Methodology V1. Some collection and review steps may be handled manually.

04

Private results and feedback

Detailed results remain private. The company also helps test usability, workload, clarity and applicability.

Delivery status

Current pilot scope and planned development

Current capabilities and future public outputs are presented separately.

Current pilot scope
  • ESG Methodology V1 and a 36-question baseline across E, S and G
  • A working product and dashboard being updated to align with the methodology
  • Company-provided answers, documents and evidence
  • Private detailed scores and results during the pilot stage
Planned development
  • Public recognition levels and badges after the operating model is ready
  • Public company profiles without publishing detailed scores or submitted evidence
  • Greater workflow automation
  • A future Materiality and Sector Layer to add context beyond the common baseline

Detailed company scores, results and submitted evidence are private. Any future public profile or recognition output will be designed around that boundary.

Clear terminology

Assessment, recognition and certification are different

The terms describe different activities and should not be used interchangeably.

Assessment

A structured process for organising company answers and evidence against the current methodology and identifying areas for attention.

Recognition

A planned public output, such as a badge, intended to communicate participation or an outcome once the model is operational.

Regulated certification

A formal status delivered under applicable standards and oversight. The AppleTree pilot does not provide this.

Scope boundary

AppleTree APTESG is not presenting this pilot-stage process as a regulated certification, statutory audit, assurance engagement or ESG rating. It does not replace applicable legal, reporting or sector-specific obligations.

First pilot applications

Help test the methodology in practice.

Tell us about your company, its current ESG work and what you would like to learn from the pilot.