Excel Template for Conducting the Materiality Assessment
The double Materiality Assessment, also known as materiality analysis, is the central component of sustainability reporting under the Corporate Sustainability Reporting Directive (CSRD) or ESRS.
Thanks to this Excel template (new edition from April 2026), conducting a double Materiality Assessment is made easy. We break down the ESRS requirements for you and guide you step-by-step through the assessment.
Materiality Assessment Excel Template (Light Version)
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Excel template for determining key topics
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Step-by-step filling aid
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Stakeholder analysis
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Automatic creation of a materiality matrix
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Helpful tools & links
This is what you get:
- Excel template for structured identification of the key topics (impacts, risks and opportunities) of your company
- Step-by-step instructions for easily filling the template with your information (incl. top-down & bottom-up approach)
- Consideration of dual materiality: internal perspective (financial materiality) and external perspective (impact materiality)
- Instructions for stakeholder analysis
- Automatic creation of a materiality matrix based on your input, including a list of material topics
- Further helpful attachments, which we make available to you in a bundle (also publicly available on the Internet):
- EFRAG's full ESRS requirements for SMEs
- A complete list of ESRS data points
- Bonus: AI Prompts for efficient and creative support in conducting the Materiality Assessment
Your added value when purchasing this sustainability report template:
- You save an enormous amount of time preparing and conducting your double Materiality Assessment
- Complex ESRS 2.0 requirements (from December 2025) are prepared in an understandable way, translated from English into German and converted into clear, actionable information requirements
- You can get started immediately: The intuitive Excel tool makes it possible to dive into the topic easily and directly
Note:
This template supports you in conducting your double Materiality Assessment in accordance with the new requirements of the simplified ESRS. You will be guided through the process step by step and can enter all necessary information directly into the template.
You must fill in the content yourself as a company, because only you know your business model, your activities, and your impacts in detail. We explicitly recommend involving your relevant stakeholders early on, as their perspectives are crucial for a sound analysis.
In addition to the template, CSR Tools also offers you an IRO database as well as a compact 4-hour workshop. There you will receive professional guidance, can clarify questions, and advance your analysis in a targeted manner.
Who is the template suitable for?
The template is ideal for you if your company is subject to CSRD reporting or wants to conduct a DMA out of intrinsic motivation in order to record the company’s impacts, risks, and opportunities (IROs) in a structured way.
If you are not (yet) using AI-supported Materiality Assessment software, such as the Materiality Master, or a comprehensive ESG tool to create your sustainability report, this template offers you a simple and practical introduction to the topic.
Many consulting firms successfully use the template to efficiently guide their clients through the Materiality Assessment.
Here you can find more frequently asked questions (FAQs) about the template.
Payment by invoice desired?
Send us a short message to info@csr-tools.com – we will send you an invoice with all payment information.
30-day satisfaction guarantee
If you are not satisfied with the template, you will receive your money back within 30 days hassle-free.
Who created the Excel template for the Materiality Assessment?
The template was developed by Alexander Spahn, founder of CSR Tools. He began his career at the international auditing and consulting firm Deloitte. Since 2023, he has been working intensively on the Corporate Sustainability Reporting Directive (CSRD) and assists companies with their entry into sustainable reporting.
In 2024, he successfully completed the further training to become a certified Sustainability Reporting Advisor at EBS University of Business and Law.
Learn more about Alex and CSR Tools here.
Client Selection for the Materiality Assessment Excel Template
Materiality Assessment Light Template published!
Due to the CSRD Omnibus proposal, numerous companies will no longer be obliged to publish a CSRD report in the future. Nevertheless, many companies want to align themselves more sustainably and conduct a pragmatic and simplified Materiality Assessment Light and, if applicable, publish a voluntary VSME report .
We have adapted our DMA template to the simplified ESRS and streamlined it, and are now offering it for €499.
What do customers like to buy?
What other template buyers say
Thank you very much for the Excel template - you've done a hell of a job! Wow!
The Excel template certainly looks very promising at first glance!
I think your templates for carrying out the materiality assessment are great! Hats off, you break down the topic in an understandable way.
Creating a materiality assessment in accordance with the CSRD and ESRS standards is very complex. The template for double materiality guides users step by step through the process and provides helpful information in many places. It therefore provides useful support for the preparation of materiality assessment and helps companies to understand and assess the impact of their business activities.
The template appears very well structured and is helpful for conducting the double Materiality Assessment in companies.
Respect - the Excel template looks really great! It's the best I've seen so far for materiality assessment - congratulations!
Further questions?
Feel free to get in touch and book a demo appointment if you have further questions about the popular Materiality Assessment template. We are also happy to send you screenshots.
Your Materiality Assessment Template Options
Materiality Assessment Light Template
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Excel template and step-by-step filling guide
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Stakeholder analysis
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Automatic creation of a materiality matrix
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Helpful tools & links
Materiality Assessment Template & Data Point Mapping
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Excel template for determining key topics
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Tool for mapping the key topics
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Helpful tools & links
Materiality Assessment Template & 4h Workshop
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Excel template for determining key topics
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Practice-oriented and interactive 4-hour workshop
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Helpful tools & links
