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  2. Jin Li, Qihui Lu, and Peihua Fu, 2015, Carbon Footprint Management of Road Freight Transport under the Carbon Emission Trading Mechanism Jin, Mathematical Problems in Engineering Volume 2015, Article ID 814527,
  3. Michael Bernon, Benny Tjahjono & Eva Faja Ripanti (2018) Aligning retail reverse logistics practice with circular economy values: an exploratory framework, Production Planning & Control, 29:6, 483-497, DOI: 10.1080/09537287.2018.1449266
  4. Corkery, Michael; Creswell, Julie (2 November 2021). “Corporate Climate Pledges Often Ignore a Key Component: Supply Chains”The New York TimesISSN0362-4331. Retrieved 14 December 2021.



Template A: Green status characterization form (Phase 1, Step 1)

This form can be used to conduct the preliminary characterisation of the company related to green transition, as suggested in Phase 1, step 1 of the methodology.

Based on the companies’ maturity, they may fall into the following two categories:

The factors that shall be taken into account for the preliminary characterisation in accordance with Paragraph 4.1.2 of the present report are:

You can download the template here:
Green status characterization form (.word)
Green-status-characterization-form (.pdf)

Template B: Assessment form (Phase 1, Step 2)

This form can be used to conduct the preliminary assessment of the current green status of company related to green transition as suggested in Phase 1, step 1 of the methodology.

The user can rate how much the company’s operations cover the following priorities.

You can download the template here:
Assessment form (.word)
Assessment form (.pdf)

SWOT analysis (Phase 1, Step 3) – An Example for a Transportation Service Company

Strengths Weaknesses
Early Mover Advantage: Being one of the first in the industry to adopt green practices can enhance the company’s reputation and position as an environmental leader.

Positive Brand Image: The green shift can boost the company’s brand image and attract environmentally conscious customers.

Cost Savings in the Long Run: Transitioning to energy-efficient vehicles and practices can lead to reduced operational costs over time.

Market Differentiation: Offering eco-friendly transportation services can set the company apart from competitors and attract a niche customer base.


Initial Investment: The upfront costs of transitioning to green technology and practices could strain the company’s financial resources.

Operational Disruption: The implementation of new technologies and processes might lead to temporary disruptions in operations and require staff training.

Limited Infrastructure: Depending on the region, the availability of charging stations or other necessary infrastructure for green vehicles could be limited.

Resistance to Change: Employees and stakeholders might resist or struggle to adapt to new practices, potentially affecting morale and efficiency.


Opportunities Threats
Growing Demand: Increasing awareness of environmental issues could lead to higher demand for eco-friendly transportation services.

Government Incentives: Government incentives for adopting green technologies could offset initial investment costs.

Partnerships and Collaborations: The company could form partnerships with green technology providers, further enhancing its reputation and capabilities.

Innovation and Research: The shift could stimulate internal innovation and research for new, sustainable transportation solutions.


Regulatory Changes: Rapidly evolving environmental regulations could impact operations and require constant adaptation.

Market Competition: Competitors might also adopt green practices, reducing the company’s unique selling proposition.

Supply Chain Disruptions: Reliance on specific suppliers for green components could pose risks in the event of supply chain disruptions.

Consumer Perceptions: If the market doesn’t value or understand the benefits of green services, there could be challenges in gaining customer traction.



Catalogue of green solutions


Best practice examples


Repository of policies to support green business models


Repository of financial instruments and tools


Template C: Strategy document (Phase 2, Step 4)

Creating a draft of a strategy document involves the initial stages of planning and organizing your thoughts before refining and finalizing the document. Here’s a step-by-step approach to help you create a strategy document draft:


Template D: Final strategy and implementation plan (Phase 3, Step 3)

Task Responsible Possible methods
Identify key performance indicators (KPIs) Sustainability expert /Operations team Define specific, measurable, achievable, relevant, and time-bound (SMART) KPIs to track the progress of the goals.
Realistic timelines Operations team Develop a realistic timeline for implementing different aspects of the green initiatives, taking into account resource availability and dependencies.
Resource allocation Operations team Ensure that sufficient resources, including personnel, budget, and technology, are allocated to support the implementation of the green framework.
Risk assessment and mitigation Environmental expert Identify potential risks and challenges associated with implementing green initiatives and develop strategies to mitigate them.
Monitoring and evaluation Operations team Implement a monitoring system to track progress towards the Objective of the green framework. Regularly evaluate performance and make adjustments as necessary.
Training and support Training Manager/Operations Manager Provide training and support to employees to enable them to adopt sustainable practices and implement green initiatives effectively.
Documentation and communication: Communication and Marketing Manager Maintain comprehensive documentation of the green initiatives, including policies, procedures, and performance data. Communicate the company’s sustainability efforts and progress transparently to stakeholders.


Template E: Update final strategy and implementation plan (Phase 3, Step 3)

Task Responsible Possible methods
Review and Upgrade Existing Strategy Documentation Sustainability Manager Evaluate the points of the existing strategy and determine necessary upgrades based on feasibility and current goals.
Define Clear Objective Project manager Ensure that Objectives are specific and aligned with the overall project goals.
Review and Adjust Timelines Operations Manager Review proposed timelines for each task and milestone, ensuring they are realistic and achievable considering available resources, team capacity, and dependencies.
Assess Resource Allocation Operations Manager Evaluate the availability of resources required for successful implementation, including human resources, financial resources, equipment, and technology.
Identify and Mitigate Risks Project Manager Identify potential risks and challenges that may arise during implementation, evaluate their impact, and develop strategies to mitigate and address them effectively.
Establish Monitoring and Evaluation Mechanisms Quality Assurance Manager Establish mechanisms to track and evaluate the performance of implemented initiatives regularly.
Address Training and Support Needs HR Manager Develop appropriate training programs or support mechanisms to bridge gaps and ensure sufficient support for successful implementation.
Assess Scalability and Sustainability Communication Manager Consider the potential for future growth or expansion, ensuring the implementation plan accounts for scalability and long-term viability.
Establish Lessons Learned and Continuous Improvement Operations Manager Use this feedback to identify areas for improvement and drive continuous improvement efforts.