Templates and records · SGE 21 · Clause 6.5.1
SGE 21 social impact assessment template
How the company’s processes, projects and activities affect the communities where it operates, and what it does about each effect.
In one sentence
The social impact assessment identifies the positive and negative effects of the company’s activity on the communities where it operates, sets plans and measures for each, tracks them with indicators and is reviewed every year and after significant changes, as section 6.5.1 of SGE 21 requires.
- Where the standard requires it
- SGE 21 · Clause 6.5.1 Sections are cited using the numbering of the October 2024 version of SGE 21, the one Foretica publishes on its website. The Academy groups its nine management areas into six blocks.
- Type of information
- Good practice Identification required and reviewed every year (6.5.1); the format is up to the organisation
- Who fills it in
- The system manager With operations and, where possible, community representatives
- When
- Once a year And when opening a site, winning a large contract or closing an activity
- How long it is kept
- Set by the organisation The standard sets no periods. Covering at least the three-year certification cycle, with the initial audit and two surveillance audits, lets you show progress at every visit.
What the standard requires
What SGE 21 demands and what it leaves to your judgement
The standard asks the organisation to take into account the effects of its processes, projects and activities on communities, to develop plans and measures for each impact identified and to analyse the results with indicators. The identification is reviewed every year and whenever there are significant changes.
Community investment (6.5.2) is a separate requirement: if the company makes it, it must report the results to the committee at least once a year.
ISO 26000 treats social investment as good practice; here the starting point must be the impacts, not the donations.
Structure
Fields the template should include
- Process, project or site
- Community affected
- Positive or negative impact
- Plan or measure
- Tracking indicator and result
- Review date
Example
Example: impacts of the services company (fictitious company)
Company, people and figures are fictitious: the example only shows what a properly completed record looks like.
| Field | Content |
|---|---|
| Positive | Employment of people facing barriers to work: 38 contracts through work integration organisations · target 45 in 2027 |
| Negative | Noise from night-time cleaning machinery in residential areas · switch to low-noise equipment on 6 contracts |
| Indicator | Neighbour noise complaints: from 11 in 2025 to 2 in 2026 |
| Community investment | €9,000 and 220 volunteering hours with a food bank · reported to the committee in December |
| Review | January 2026, plus an extraordinary review in May for a new hospital contract |
At the audit
Mistakes auditors commonly flag
- Only positive impacts are recorded.
- Social action is presented as an impact assessment.
- There are no tracking indicators.
- There is no record of the annual review.
In Kimobox
How this record is kept in Kimobox
- 1Social action initiatives are recorded as versioned records.
- 2Social indicators are ready for the sustainability report.
- 3Complaints from neighbours can be handled as nonconformities, with their cause and action.
Frequently asked questions
What people ask us before getting started
What is the difference between social impact and community investment?
Social impact is the effect, positive or negative, that ordinary activity has on the community; community investment is the voluntary contributions the company makes. SGE 21 deals with them in two separate sections.
How often is it reviewed?
Every year, and whenever there are significant changes in the organisation.
Keep your SGE 21 records without loose templates
We'll show you the module running with data similar to yours.
Keep exploring
Related pages
ISO 26000 community social investment record template
How to document the social investment ISO 26000 recommends (6.8.9): project, amount, beneficiaries…
Community and environment
This block assesses the organization's relationship with the local community and its environmental…
SGE 21 code of conduct template
What the code of conduct required by SGE 21 (6.1.2) must include: approval by the governing body, a channel…
SGE 21 ethics and sustainability committee minutes template
How to document the meetings of the committee required by SGE 21 (6.1.3): membership, six-monthly frequency…
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.
- SGE 21. Sistema de Gestión Ética, Sostenible y Responsable (Ethical, Sustainable and Responsible Management System) Forética · October 2024 version
- ISO 26000:2010 — Guidance on social responsibility ISO · 2010 ed.