Templates and records · ISO 26000:2010 · Clause 7.7

Social responsibility performance review template

The periodic stocktake of what has been done, what has worked and what needs to change, backed by data and by the views of those affected.

In one sentence

The social responsibility performance review looks each year at progress on the action plan, the indicators, complaints and stakeholder feedback, and decides what to improve; it is good practice for applying clause 7.7 of ISO 26000, which recommends periodically monitoring, reviewing and improving social responsibility actions and practices.

Content reviewed on 17 October 2026

Where the standard requires it: ISO 26000:2010 · Clause 7.7 Clauses are cited using the numbering of ISO 26000:2010, the only edition published. As it is a guidance standard, no template is mandatory: all are listed as good practice.
Type of information: Good practice Good practice: ISO 26000 is a guidance standard (clause 7.7)
Who fills it in: Top management The social responsibility lead prepares the material
When: Once a year Before setting the following year’s plan
How long it is kept: Decided by the organisation As a guidance standard, ISO 26000 sets no retention periods. Keeping several years’ worth lets you show progress over time, which is what stakeholders value most.

What the standard requires

What ISO 26000:2010 demands and what it leaves to your judgement

The guidance recommends monitoring social responsibility activities, reviewing progress at suitable intervals, making data collection more reliable and adjusting actions in the light of results and of changes in circumstances or stakeholder expectations.

Communicating the outcome —a report, a statement or the website— follows naturally from the review, and the guidance covers it in clause 7.5.

Read it in context: Organizational governance, in the ISO 26000:2010 Academy

Structure

Fields the template should include

Period reviewed and participants
Action plan progress by issue
Indicators and their trend
Complaints, reports and incidents in the period
Stakeholder feedback gathered
Changes in context or in the assessment
Decisions and improvements for the next period
Planned communication of the outcome

Example

Example: 2026 review (fictitious organisation)

Company, people and figures are fictitious: the example only shows what a properly completed record looks like.

Field	Content
Date and participants	24 November 2026 · governing board, general management and social responsibility lead
Action plan	7 actions · 5 completed, 2 in progress (seasonal worker housing)
Water	−9 % m³ per hectare against a −10 % target
Complaints	3 complaints from seasonal workers through the external channel, 2 resolved
Stakeholders	The irrigation users’ association asks for sensors to be extended to the other members
Decision	Include the sensors in 2027 and step up the audit of the temporary employment agency
Communication	Social responsibility report published in February 2027

At the audit

Mistakes auditors commonly flag

The review amounts to nothing more than drafting the report.
Stakeholders are not asked for their views.
Decisions are not carried over into the following year’s plan.
Only the favourable figures are communicated.

In Kimobox

How this record is kept in Kimobox

1Social responsibility results are measured and compared over time on the dashboard.
2Community impact is included in the annual system review.
3The sustainability report is prepared from data that is already traceable.

Frequently asked questions

What people ask us before getting started

Do we have to publish a report?

ISO 26000 recommends communicating but does not impose a report. For companies within the scope of the CSRD, publishing the sustainability report is a legal obligation with its own format.

Can it be folded into the management review of the management system?

Yes, and that is the most practical option if the company holds ISO 9001 or ISO 14001: an agenda with a dedicated social responsibility item saves an extra meeting.

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Sources

Where each figure comes from

References to the official text in force. If a standard is revised, this page is updated and the review date says so.

ISO 26000:2010 — Guidance on social responsibility ISO · 2010 ed.