The Climate Expert in Consulting Roles

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The module discusses using the Climate Expert tool in consulting assignments, emphasizing its structured approach over ready-made solutions. It highlights key aspects like client involvement, customization to client needs, and necessary expertise for practitioners. The content underlines that the tool is not a checklist but a tailored assessment tool for climate risks and opportunities, requiring adaptation to client contexts and industry sectors.

  • Climate Expert
  • Consulting Assignments
  • Risk Management
  • Climate Assessment
  • Adaptation Strategy

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  1. Module 5 The Climate Expert and your role as a consultant Country, Date, Presenter Page 1

  2. Objective The objectives of the module are to: Exchanging ideas about the practical application of the climate expert Identifying potential difficulties in the use of the climate expert and how to overcome them ToC - Module 5 18/03/2025 Page 2

  3. Discussion Your role as consultant Discuss among the participants the following questions: How can you effectively use the Climate Expert in your consulting assignments? How would a real assessment look like? ToC - Module 5 18/03/2025 Page 3

  4. The Climate Expert and You What the Climate Expert IS NOT The Climate Expert will not produce a ready to use adaptation strategy It provides a structured and modular approach to help you advise companies on their adaptation strategy It is based on a participative approach. It requires time and involvement from the client. More in-depth analysis and further research might be needed depending on the results of the climate expert assessment. 18/03/2025 Page 4 ToC - Module 5

  5. The Climate Expert and You What the Climate Expert IS NOT The Climate Expert is not a checklist! A CC risk and opportunity assessment is specific to each company. Adjust the worksheets to make them well-suited to the needs of your client, taking into consideration the industry sector, location, and its value chain Adjust the depth of the assessment to the interest, capacities as well as financial resources of the client Adapt the methodology to your own consulting approach. 18/03/2025 Page 5 ToC - Module 5

  6. The Climate Expert and You What you need for becoming a Climate Expert practitioner The Climate Expert is not a checklist! Good knowledge of the local climate phenomenon and their impacts General knowledge of the sector and company value chain Good understanding of the needs and challenges of SMEs General knowledge of Risk Management Systems for SMEs 18/03/2025 Page 6 ToC - Module 5

  7. The Climate Expert and You What resources do you need for conducting an assessment Different options Time required Recommended approach Assessment Grid Risk Assessment Short Adaptation measures assessment (CBA for a selection of measures) Adaptation strategy Short assignment 6 to 8 days 2 to 3 days in-company meetings 3 to 5 days preparation, research & analysis, reporting All steps of the climate expert Long assignment 8 to 12 days 4 to 6 days in-company meetings 4 to 6 days preparation, research & analysis, reporting 18/03/2025 Page 7 ToC - Module 5

  8. The Climate Expert and You What resources do you need for conducting an assessment Ex from a short consulting assignment in India Ex from a long consulting assignment in Bangladesh Company Presentation / Visit + Assessment Grid (2/3 day in-company) Company Presentation / Visit + Assessment Grid (2/3 day in-company) Risk Assessment (0,5 day in-company) Risk Assessment (0,5 day in-company) Identification /assessment of Adaptation Measures (0,5 day) Identification / assessment of Adaptation Measures (0,5 day) Cost Benefit Analysis for a selection of measures (1 day) Conclusions and adaptation strategy (0,5 day) Conclusions and adaptation strategy (0,5 day) Final Presentation to Top Management Final Presentation to Top Management 18/03/2025 Page 8 ToC - Module 5

  9. The Climate Expert and You Your role before, during and after the assessment Preparation Company assessment Follow up Prepare yourself Advise company on what to do and how Stay in contact Support search for funding Get familiar with the sector Ask the right questions Stay on-board even if the client is not very interested or decides to avoid some risks / aspects Support implementation & monitoring Gather relevant data 18/03/2025 Page 9 ToC - Module 5

  10. The Climate Expert and You Recommendations for the company assessment Preparation phase Collect climatic and sectoral information before starting the consulting assignment Collect first general data on the company (see pre- questionnaire CE) Adapt the worksheets and methodology to your consulting assignment 18/03/2025 Page 10 ToC - Module 5

  11. The Climate Expert and You Recommendations for the company assessment Kick-off meeting with the company Agree on the scope and scale of the assessment Clarify the goals and expectations of the client for this assessment Identify the right persons to be involved in the different steps of the assessment Review the terms of your assignment if needed and agree on a general workplan with the company 18/03/2025 Page 11 ToC - Module 5

  12. The Climate Expert and You Recommendations for the company assessment The actual assessment The CE assessment can be planned over a short (one week) or long (weeks or months) timeframe, depending on the availability of the client, and data availability. Three to five half-days workshops within the company will probably be needed to come up with an adaptation strategy, as well as interim work and research as required A visit of the company premises and production sites will help you to have a better understanding of the vulnerability of the company 18/03/2025 Page 12 ToC - Module 5

  13. The Climate Expert and You Recommendations for the company assessment The actual assessment Depending on the length of the assignment, conducting interviews with value chain partners or other stakeholders would add value to the assessment. Keep a full record of the company responses and the results of the assessment. The CE worksheets could be used as a technical document by the company to support decision- making process. It is important that you are clear about the information, sources and assumptions you base your recommendations on. 18/03/2025 Page 13 ToC - Module 5

  14. The Climate Expert and You Recommendations for the company assessment Report and final presentation Summarize the outcomes of the assessment and recommendations in a concise report Present the results in a final meeting with the top management. In your final recommendations, provide additional information on potential funding opportunities for adaptation measures 18/03/2025 Page 14 ToC - Module 5

  15. The Climate Expert and You Recommendations for the company assessment Follow up after the assessment Keep regular contact with the client Be prepared to support further presentations of the results to other company stakeholders Provide support for obtaining funding Provide support for implementation and monitoring of the identified adaptation measures 18/03/2025 Page 15 ToC - Module 5

  16. Discussion Comparing results Discuss among the participants the following questions: Which limits or difficulties do you see in the application of the Climate Expert? How to overcome them ? What are Dos and Don ts when consulting SMEs ? How to conduct a successful consulting assignment ? ToC - Module 5 18/03/2025 Page 16

  17. The Climate Expert and You Common difficulties of implementing a Climate Expert assessment general scepticism from business a lack of awareness and understanding on climate risks and the linkage with business operations conflicting priorities and time pressures a tendency to focus on short-term decisions and resistance to change existing processes lack of information or difficult access to climate projections leading to uncertainty in the assessment lack of information or difficult access to suitable technologies or technology providers or funding opportunities 18/03/2025 Page 17 ToC - Module 5

  18. The Climate Expert and You How to make adaptation relevant for your target group Use clear, simple business language. Avoid theoretical and complex adaptation and climate change concepts. The involvement of the top-management and decision makers is key Convincingly present that survival and growth of a company are at stake Highlight the business opportunities of investing in adaptation: Costs benefits of investing in adaptation measures New market opportunities Reputation and image Fostering Innovation and investing in future competencies Anticipating future regulations 18/03/2025 Page 18 ToC - Module 5

  19. The Climate Expert and You Key messages for businesses Climate change is a reality now. Adaptation is crucial to deal with the unavoidable climate impacts. Businesses are likely to face unexpected costs related to business disruption, reduced productivity and damaged material or equipment. Strategic adaptation is more effective than last minute, reactive adaptation. Strategic adaptation is usually less expensive than responding to an emergency. Adapting to climate change can provide immediate benefits. 18/03/2025 Page 19 ToC - Module 5

  20. Thank you for your attention! Company Company Trainer 1 Telephone number E-Mail address Trainer 2 Telephone number E-Mail address Homepage Homepage Knowledge partner Page 20 ToC - Module 5

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