Agree the reporting period, responsible people and measurement basis before collection.
Admin prepares the organization and people records. Sustainability Analyst selects the reporting owner and date. Use a recognizable period name and source identity so the team can distinguish this cycle from another organization's work.
Data Steward records the effective window and policy reference. Prepare the metric's grain, unit and aggregation method with a recognizable version. Explain how the source facts will be interpreted for the selected period.
Sustainability Reviewer checks the prepared metric definition before approving it for the agreed reporting use. Retain the reviewer with the approved version. A unit or denominator change needs attention before comparing values across periods.
Sustainability Analyst confirms the period, owner and effective definition. Data Steward checks the source mapping that will carry evidence into the reporting case. The team can now begin collection against that defined scope.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.