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‘Workshop in a Box’: Engagement Strategy

‘Workshop in a Box’: Engagement Strategy

Year Published

2023

Contributing Organizations

Glasgow Financial Alliance for Net Zero (GFANZ)

Type of Resource

Other

Languages

English
Korean
Chinese

Relevant Topics

Core Topic
Engagement & Supporting Corporate Alignment
Topic 2
Climate Policy & Policy Engagement
Topic 3
Transition Plans

Target Audience

All

Relevant Geography

Global
‘Workshop in a Box’: Engagement Strategy

Resource Description

This training resource is part of GFANZ’s ‘Workshops in a Box’ series and supports the voluntary Net-zero Transition Plan (NZTP) framework. It covers the ‘Engagement Strategy’ theme, offering guidance for financial institutions on engaging clients, peers, and policymakers to support broader net-zero transitions and create an enabling environment.

Why This Matters

Strategic engagement is critical for financial institutions to influence real-economy emissions reductions and enable an orderly, system-wide transition to net zero.

Key Insights

  • Encourages institutions to support clients and portfolio companies in developing net-zero strategies, using escalation frameworks when needed
  • Recommends peer collaboration to promote sector-wide consistency, share lessons, and support collective climate action
  • Suggests engagement with policymakers to advocate for aligned regulation, carbon pricing, and capital mobilization in emerging markets
  • Uses common frameworks to support dialogue with real-economy actors, focusing on emissions data, transition plans, and value chain risks

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