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Monitoring and reporting sustainability performance


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Establishing key performance indicators for sustainability ICH

Mapping sustainability priorities in ICHClick to read  

Before choosing indicators, cultural organisations need to know what truly defines sustainability in their own practice. Each tradition, museum or creative network has different environmental, social and economic realities and not all are equally relevant.

Global frameworks as a compass
UNESCO Culture/2030 Indicators: a global system that measures how culture contributes to the SDGs.
UN 2030 Agenda for Sustainable Development: connects culture with goals as the following ones
 

SDG 11
Sustainable cities and communities

SDG 12
Responsible consumption and production

SDG 13
Climate action

SDG 8
Decent work and economic growth

! Sustainability in ICH depends on which impacts are material to your context and stakeholders

Applying it in practice
Step 1: map your sustainability areas
Environmental --> energy use, waste in events, 
materials in craft production.
Social --> inclusion, intergenerational transmission, accessibility.
Economic -->fair trade, decent jobs, resilience of local markets.
Cultural --> safeguarding, participation, innovation.
Step 2: engage stakeholders
Discuss priorities with community members, artisans, local authorities, audiences, funders. Ask: Which actions have lasting impact? Which are symbolic only?
Step 3: link to global targets
For every selected area, identify the relevant SDG, the target and the UN indicator
(see next slide for more details).

 

Think of the Sustainable Development Goals as missions your organisation wants to achieve. Each SDG includes targets (specific objectives) and each target has indicators that measure progress.

Example:
A traditional music festival aims to reduce single-use plastic. It aligns with:

  • SDG 12: responsible consumption and production
  • Target 12.5: substantially reduce waste generation
  • Indicator 12.5.1: national recycling rate, tons of material recycled

Through the connection of the local efforts to the global frameworks, the festival can demonstrate measurable sustainability impact.

Example

 

A family-run restaurant offering local cuisine and traditional dance evenings decided to measure its sustainability impact using 2030 Indicators or SDGs.

They identified impact as:

  • Environmental: reduced food waste and plastic use (SDG 12).
  • Social: created paid roles for young folk dancers (SDG 8).
  • Cultural: promoted intergenerational transmission of recipes and music (SDG 4).

Within a year, the venue cut waste by 40%, added a youth performance training scheme and became a model for sustainable cultural tourism in its region.

Translating cultural impact into KPIsClick to read  

Most cultural organisations already act on strong values, yet few can translate those values into evidence. Your goal is to move from intuition to measurement, so your sustainability story becomes credible, traceable and comparable.

The key is to treat values as starting points for metrics, not as abstract statements. Every cultural activity can demonstrate measurable impact across four dimensions:

 
Economic:
employment, income, local value chains
Social:
inclusion, participation, education
Environmental:
resource management, resilience
Cultural:
heritage safeguarding, creativity, identity

If selecting indicators under these dimensions, you can align with the SDGs and contribute tangible data to the 2030 Agenda.

What are Key Performance Indicators (KPIs) in ICH?

KPIs are specific, measurable indicators that reflect how your cultural activities contribute to sustainability. They help you:
1. Track performance over time.
2. Demonstrate alignment with SDGs, targets and indicators.
3. Communicate impact to funders and stakeholders.

Why KPIs matter:

Economic:
employment, income, local value chains
Social:
inclusion, participation, education
Environmental:
resource management, resilience
Cultural:
heritage safeguarding, creativity, identity

Typical KPIs for ICH organisations

DIMENSION   EXAMPLE KPI   RELATED SDG TARGET
Environmental % reduction in single-use materials at cultural events SDG 12.5: reduce waste generation
Social Number of youth/apprentices engaged in transmission workshops SDG 4.7: education for sustainable development
Economic Share of local suppliers or fair-trade materials used SDG 8.9: sustainable tourism and local economies
Cultural Annual number of traditional performances safeguarded SDG 11.4: protect cultural and natural heritage

Creating indicators is not a technical exercise only, but it is a strategic reflection process. Every organisation, large or small, can design a simple KPI framework that connects mission --> outcomes -->evidence.

FIRST STEP: START FROM YOUR MISSION
Ask yourself: what value are we trying to protect or create through our cultural work?
TYPICAL EXAMPLES
  • Safeguarding knowledge: keeping traditions alive across generations.
  • Fostering inclusion: engaging under-represented groups.
  • Reducing impact: lowering resource use in events and exhibitions.
  • Strengthening identity: giving visibility to local heritage.
SECOND STEP: TRANSLATE VALUES INTO OUTCOMES
Values are aspirational; outcomes describe change you expect to see.
TYPICAL EXAMPLES

Value --> safeguarding traditional music.
Outcome --> more young people learning and performing it within the community.

TIP:
Good outcomes are observable, meaningful and linked to SDG targets.

THIRD STEP: DEFINE MEASURABLE INDICATORS
For each outcome, define what you can count, observe or verify. Indicators can be quantitative (numbers, ratios, percentages) or qualitative (stories, perceptions, evaluations).

Quantitative KPIs

Number of new apprentices trained per year.
% of local materials used in stage sets.

Qualitative KPIs

Community perception of inclusiveness in cultural events.
Level of satisfaction among visitors regarding learning opportunities.

TIP: start small (3-5 indicators per year) and prioritise those that reflect your biggest sustainability impacts.

FOURTH STEP: SET TARGETS AND REVIEW CYCLES
Indicators gain value only when paired with targets and timeframes.

Adopt the SMART approach:

Specific: clearly defined (e.g. “train 10 youth artists”).
Measurable: based on actual data, not perceptions.
Achievable: realistic for your size and budget.
Relevant: aligned with mission and SDGs.
Time-bound: within a set period (e.g. one festival cycle or year).

TIP: schedule annual reviews to assess progress, gather data and adjust KPIs.

 

EXAMPLE

A small museum is a community space dedicated to preserving local oral traditions and storytelling.
It wanted to prove that cultural transmission also supports sustainability and not just heritage preservation.
It began from its core values: inclusion, education and low-impact management. Then it translated them into measurable KPIs:

  • Value: intergenerational storytelling --> KPI: number of youth storytellers trained per year (nr SDG)
  • Value: cultural inclusion -->  KPI: % of participants from under-represented groups in workshops (nr SDG)
  • Value: environmental respect --> KPI: energy use per event (nr SDG) 

After one year, the museum saw a X% rise in youth participation and reduced energy use by switching to LED lighting. Their annual report now links each action to SDGs indicators, showing that even small museums can turn values into data-driven impact.

designing a monitoring system (tools, data & responsibilities)Click to read  

Creating KPIs is only the first step. To make them meaningful, you need a monitoring system which is a simple, structured way to collect and review data over time. This ensures that sustainability performance is evidence-based and comparable from year to year.

1. What data to collect
(based on KPIs)
  MONITORING SYSTEM:
a coordinated process that
defines
  3. Who is responsible
   
   
2. How to collect it
(tools and methods)
    4. When and how
often
data will be reviewed

A successful monitoring system depends on clarity of responsibility and fit-for-purpose tools. Small heritage organisations often lack dedicated data teams, so the solution is to embed monitoring tasks within existing roles.

ROLE   MAIN TASKS   FREQUENCY
Sustainability focal point Coordinates KPI collection, ensures data quality Monthly/quarterly
Financial manager Tracks economic & environmental data Monthly
Cultural manager/curator Tracks cultural & social indicators Ongoing
Director/board Reviews dashboard, validates annual report Yearly

TIP: even volunteer-run organisations can assign roles informally, what matters is accountability.

EXAMPLE

A network of small regional festivals decided to track their sustainability performance together.
They created a shared spreadsheet (one tab per festival) to record common KPIs such as:

  • energy use per event (SDG 12.2)
  • % of local food suppliers (SDG 8.9)
  • audience diversity by age and gender (SDG 10.2)

Each festival assigned a local coordinator who updated data after every edition.
Once a year, the network compiled all results into a short Sustainability Snapshot using the UN framework.
This simple system helped them reduce waste, attract green sponsors and strengthen cooperation across communities proving that monitoring can be easy but transformative.

Green certification and standards in cultural heritage

navigating Sustainability Standards (ISO, EMAS & EU ECOLABEL)Click to read  

In the cultural and tourism sectors, certifications are more than labels. They are frameworks of accountability that prove alignment with Environmental, Social and Governance (ESG) values. They help you assess, improve and communicate your sustainability performance, while earning communities’ trust.

According to the UN 2030 Agenda, adopting sustainability standards allows your kind of organisation to contribute directly to global goals.

Main International Frameworks ISO Standards (International Organisation for Standardisation)
EMAS (Eco Management Audit Scheme)
EU Ecolabel
ISO STANDARDS
ISO 14001
Environmental Management System: focuses on reducing environmental impact through structured management and continuous improvement.
 
ISO 50001
Energy Management System: improves energy performance and efficiency in facilities and events.
ISO 9001
Quality Management System: integrates quality and sustainability in organisational processes.

Help organisations align with global best practices and enhance reputation

 

EMAS
A voluntary EU environmental certification for companies and public bodies.
It requires:
1. Environmental analysis
 
2. Environmental policy 3. Environmental programme
4. Periodic audit and verification by an accredited verifier 5. Public environmental statement 6. Environmental Management System (EMS)

 

EU ECOLABEL
The only EU-wide ISO 14024 Type I eco-labelling scheme
Assesses goods and services across their entire lifecycle (from raw materials to disposal) to ensure minimal environmental impact. CFor tourism and cultural heritage operators, the EU Ecolabel certifies use of renewable energy, water and waste management, biodiversity protection and low pollution

 

Key benefits for cultural heritage operators Enhances credibility and reputation among eco-conscious visitors and funders
Facilitates access to green partnerships and funding within EU programmes.
Supports transparent sustainability reporting, aligned with UNESCO & UN standards.
Encourages continuous improvement rather than one-time compliance.

 

It is also important to understand how to choose the right standard. Here there are three steps that you can follow. 

STEP 1: ASSESS YOUR ORGANISATION’S SCOPE
Small museums or festivals --> EU Ecolabel or local schemes.
Medium or large institutions --> ISO 14001 or EMAS for systematic management.
STEP 2: COMPARE CRITERIA & PILLARS
STANDARD MAIN FOCUS CORE PILLARS
ISO 14001 Environmental management system Continuous improvement, legal compliance
EMAS Environmental auditing and transparency Environmental policy, audit, public statement
EU ECOLABEL Product & service eco-design Lifecycle analysis, pollution control, resource efficiency
It is also important to understand how to choose the right standard. Here there are three steps that you can follow
STEP 3: INTEGRATE INTO YOUR STRATEGY
Combine certifications with UNESCO and SDG targets:
ISO 14001 -->  supports SDG 13 (Climate Action).
EMAS -->  aligns with SDG 12 (responsible production & consumption).
EU Ecolabel --> links to SDG 8 (decent work & sustainable tourism).
STEP 4: COMMUNICATE CREDIBLY
Include your certifications and KPI results in public reports or websites, following UNESCO and UN reporting principles (transparency and traceability).

EXAMPLE

A small open-air museum is in a protected rural area. After several years of informal green practices, it decided to formalise its sustainability commitment through EMAS registration.
It began with the conduction of an environmental analysis of energy, waste and visitor mobility. An Environmental Policy and a short Sustainability Programme were drafted, aligning with SDG 12 (responsible consumption and production) and SDG 13 (climate action).
Within one year, the museum:

  • Reduced electricity use thanks to local energy co-ops.
  • Published its first Environmental Statement, verified by an external auditor.
  • Promoted its results through a small “Green Corner” in the visitor area, showing its EMAS logo and SDG links.

The certification process helped the museum move from good intentions to structured improvement, gaining new partnerships and credibility with local authorities.

 

Before applying for a sustainability certification, cultural heritage organisations need to understand where they stand compared to the required standards. This process, known as Gap Analysis, helps identify what is already in place and what needs to be improved to meet certification criteria such as EMAS, EU Ecolabel or ISO 14001.
 

What is a Gap Analysis? A diagnostic assessment comparing current practices, policies and documentation with the criteria required by the chosen certification scheme. It is the foundation for an effective action plan, ensuring that investments and efforts are targeted and measurable

 

Steps of a sustainability gap analysis

STEP 1: DEFINE THE REFERENCE STANDARD
Choose which scheme (ISO, EMAS, EU Ecolabel) best fits your organisation’s size and activity.
STEP 2: LIST KEY CRITERIA & REQUIREMENTS
For example:
EMAS -->   Environmental analysis, audit system, policy and statement
ISO 14001 -->   Environmental management procedures, compliance and continuous improvement
EU Ecolabel -->   Lifecycle criteria, waste and water management, biodiversity
STEP 3: ASSESS CURRENT SITUATION
Identify what is already compliant and where the gaps are. This may include reviewing documentation, operational practices or infrastructure.
STEP 4: PRIORITISE IMPROVEMENTS
Rank each gap by urgency, cost and potential impact.
STEP 5: DEVELOP AN ACTION PLAN
Set realistic timelines, assign responsibilities and define indicators for progress.
preparing for certification (gap analysis & action planning)Click to read  

Once the gaps are identified, the next step is to turn findings into a structured roadmap. Your Action Plan will connect sustainability goals with specific actions, responsibilities and deadlines, ensuring alignment with certification and SDG targets.

Element Description Example (EU Ecolabel / EMAS)
Objective What do you want to improve? Reduce waste and water use in cultural events
Target Quantitative goal to achieve 30% reduction by end of next year
Action What will you do? Install refill stations, train staff
Responsibility Who leads it? Facility manager/sustainability focal point
Resources Budget or support needed €2000 + partnership with municipality
Timeline When to complete March - December
Indicator How to measure success Water use per visitor (m³)

TIPS: 1) Integrate your Action Plan into daily management (not a separate process). 2) Use existing tools (Excel, EMAS Toolkit, UNESCO Dashboard). 3) Document progress and review annually. 4) Publish results in your Sustainability Report to maintain transparency and alignment with the SDG considered.

EXAMPLE

An association manages a network of walking trails connecting small cultural villages. After years of promoting local heritage informally, the team decided to pursue EU Ecolabel certification to strengthen its environmental credibility. They began with a Gap Analysis comparing their current practices to EU Ecolabel criteria:

  • Water & waste management -->   partial compliance
  • Energy use monitoring -->   not yet tracked
  • Visitor education -->   strong community engagement

With support from a regional EMAS adviser, they built an Action Plan: they install refill stations at all trail rest points and create a shared energy logbook for partner hostels (all according to specific SDGs). They also publish a short annual sustainability statement following UNESCO Culture Indicators.

Within one year, the network reduced single-use plastics and produced its first public report (a simple, transparent document that turned everyday actions into measurable progress toward certification).

Ensuring credibility (avoiding greenwashing & maintaining transparency)Click to read  

As sustainability gains visibility in cultural heritage, so does the risk of greenwashing, using environmental claims without real evidence. To remain credible, organisations must measure, verify and communicate their impact using recognised standards such as EU Ecolabel, EMAS and ISO 14001, which require third-party validation and continuous improvement.

What is greenwashing? According to the UN and UNEP, greenwashing refers to misleading communication that exaggerates or falsifies environmental achievements. It undermines public trust, misdirects investment and slows real progress towards the SDGs.

 

Use verified certifications
Rely only on schemes recognised by international authorities (EMAS, EU Ecolabel, ISO 14001).
Each includes independent audits and publication of verified results.
  Follow transparent reporting standards
P
ublish periodic Environmental Statements or Sustainability Reports with clear data sources, indicators and references to SDG targets.
How to Prevent Greenwashing
Provide traceable evidence
Keep accessible documentation (audit reports, supplier certifications, photos, invoices) so every claim can be traced.
  Engage stakeholders
Share information with communities, staff and visitors; invite feedback and co-design solutions. Transparency builds collective responsibility.

 

TIP -->  build a transparency communication system

1. Communicate with clarity
Use plain language, visuals and evidence. Replace generic slogans with facts:
NO -->  “Environmentally responsible museum”
YES -->  “Reduced energy use by 28 % in 2024 thanks to LED system upgrade (verified by EMAS audit)”
  2. Integrate reporting into certification cycles
EMAS -->  publish an annual Environmental Statement.
EU Ecolabel -->  submit updated performance data every two years.
ISO 14001 -->  annual internal review + external verification.
3. Use the SDGs indicators as a common language
Align each indicator in your report with an SDG (target & indicator number).
Example: energy reduction = SDG 7.3; waste management = SDG 12.5
  4. Show progress, not perfection
UNESCO encourages continuous improvement, so publish small steps and future goals. Transparency > marketing.

 

SELF-REFLECTION EXCERSICE

Scenario:
You are part of a cultural organisation (a museum, festival, or creative workshop) that publicly claims to be ”sustainable” and ”environmentally responsible”.

Before starting a certification path (EU Ecolabel, EMAS, ISO 14001), you want to assess how credible your current sustainability communication really is.
 
  Task 1: identify your sustainability claims List 3 statements your organisation has made (on your website or social media).

For each, ask:
  • Is this claim backed by data or certification?
  • Can it be verified by an external party?
  • Which SDG indicator does it relate to?
  Task 2: rate your transparency level

Use a simple self-assessment scale:
Low --> claims are vague or unverified.
Medium --> partial data, not yet public.
High --> verified by external certification or report
  Task 3: plan an improvement step
Choose one claim and rewrite it in a transparent and measurable way, following the UN principle of traceable reporting.
Reporting and communicating sustainability achievements in ICH

storytelling with data: how to build effective sustainability reportsClick to read  

Sustainability reporting is not only a regulatory requirement, but it is a way to tell a transparent, evidence-based story about how your organisation creates value for people, culture and the planet.

Who is required to do Sustainability Reporting?

Under the EU Corporate Sustainability Reporting Directive (CSRD):
Large companies are legally required to publish a sustainability report following the European Sustainability Reporting Standards (ESRS).
Smaller organisations are not required yet, but:
- they may become required in the future, and
- they often work with larger organisations that already have this obligation.

For this reason, it is helpful for smaller cultural organisations to start thinking in terms of sustainability reporting, collecting basic data and improving transparency. This prepares you for future rules and makes collaboration easier.
 

 

The European Sustainability Reporting Standards (ESRS), developed by EFRAG under the EU Corporate Sustainability Reporting Directive (CSRD), provide the common framework for doing this across Europe.

ESRS are the EU framework that explains: 

  • what information organisations must report about sustainability
  • how to organise the sustainability report
  • which indicators to use for impacts, risks and opportunities
  • the double materiality approach, meaning how the organisation impacts people and the environment  and how sustainability issues affect the organisation.

The ESRS create a common European language for sustainability reporting and help organisations communicate clearly and transparently.

 

1. Governance
Who leads sustainability and ensures accountability.
 
2. Strategy
How your cultural mission contributes to long-term sustainable development
   
4. Metrics and Targets
Measure progress through clear indicators (e.g., energy use, diversity, access, heritage safeguarding).
3. Impact, Risk and Opportunity Management (IRO)
Identify how your actions affect and are affected by sustainability issues.
reaching your audience (communication channels and formats for ICH)Click to read  

Channel/Platform Official Link Why to Use It
UNESCO Intangible Cultural Heritage Portal UNESCO ICH Portal Global platform for safeguarding ICH; allows sharing of best practices, inventories and initiatives linked to sustainability.
European Commission: CSRD Portal CSRD Portal Official guidance on sustainability reporting
UN SDG Global Database UN Database Provides official SDG indicators for benchmarking cultural and environmental performance
EU Environmental Statement Register ESR Portal Official EU register for certified EMAS organisations; reinforces transparency and credibility.
Global Sustainable Tourism Council GST Council UN-recognised body setting sustainability criteria for tourism and culture.
European Commission: ESRS Portal ESRS Portal European Sustainability Reporting Standards (ESRS).
EU Data Portal/European Data Hub EU Data Portal Central open-data platform for European public information. Enables publication of sustainability datasets.
European Heritage Hub/Europa Nostra EU Heritage Portal  European network for cultural heritage protection and innovation.
UN SDG Partnership Platform UN Partnership Portal Official UN repository for partnerships advancing the 2030 Agenda.
building trust in communities & stakeholders through transparencyClick to read  

Transparency is the foundation of trust between cultural organisations and their communities. According to the European Sustainability Reporting Standards (ESRS) and UNESCO Culture/2030 Indicators, transparent disclosure ensures that sustainability is not perceived as a marketing tool, but as a shared social contract.
 

ACTION   WHAT TO DO   BENEFIT
Engage communities early Hold public consultations when defining sustainability goals. Builds shared ownership
(SDG 11.4).
Disclose full results Publish both progress and challenges in reports. Prevents greenwashing.
Use accessible formats Translate reports, simplify language, use visuals. Ensures inclusivity
(SDG 10.2).
Invite feedback Create open channels 
(QR surveys, forums, “Transparency Day”).
Fosters two-way communication (UNESCO Governance dimension).

SELF-REFLECTION EXCERSICE

A small cultural centre exhibits local musical instruments and, for years, shared sustainability messages informally. Now it wants to publish its first Sustainability Report following the ESRS.
 

Scenario:
You are part of the team preparing the report. The centre already has some data (energy use, educational programmes and visitor diversity) but no structured narrative.
 

  Task 1: identify what matters most Which sustainability topics are material for the centre?

1. Environmental (energy, waste, acoustics impact)
2. Social (accessibility, inclusion, cultural education)
3. Governance (transparency, community participation)

Mark which of these align with:

  • ESRS E1: Climate change
  • ESRS S3: Affected communities
  • ESRS G1: Business conduct
     
  Task 2: write your first micro-report Compose one short paragraph that combines data + story.
  Task 3: reflect
  • Does your paragraph show both impact materiality (benefits for people and heritage) and financial materiality (better resource use)?
  • What one additional metric could make your story more credible next year?

Test Yourself!



Description:

At the end of this module you will be able to:

  • Understand the structure and objectives of key EU programmes supporting digitalisation and culture (Creative Europe, Erasmus+, Digital Europe).
  • Search and analyse EU calls using official portals and programme guides.
  • Adopt an inclusive, digitally oriented and sustainability-minded approach to cultural innovation.

 

GREENCOMP competences:

 

  • Futures literacy
  • Critical thinking

Keywords

Funding Opportunities; Digitalisation; Inclusion; Accessibility; Grants; EU Login; Cultural Organisations; Lump Sum; Centralised Programmes

Objectives/goals:

  • Identify and define Key Performance Indicators (KPIs) that link cultural, social, environmental and economic dimensions of Intangible Cultural Heritage (ICH) to the UN Sustainable Development Goals (SDGs).
  • Analyse and apply green certification standards (ISO 14001, EMAS, EU Ecolabel) through gap analysis and action planning, ensuring credibility and avoiding greenwashing.
  • Develop and communicate sustainability reports aligned with the European Sustainability Reporting Standards (ESRS) and UN Indicators, engaging communities and stakeholders through transparency and trust.

 

Bibliography

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