Interview scorecard template

Climate Risk Disclosure Consultant interview scorecard

Evaluate Climate Risk Disclosure Consultant candidates across 4 weighted areas: technical command, deals and deliverables that closed, risk judgement, and explaining it to decision-makers. Technical command leads at 35%, so check command of TCFD, IFRS S1/S2 and CSRD/ESRS E1: probe scope 3 categories, transition versus physical risk metrics, NGFS and IEA scenario. Use the rubric to compare role-specific evidence consistently.

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TL;DR
For technical command, look for evidence the candidate names specific disclosure clauses and scenario datasets, explains scope 3 boundary choices and why a given NGFS pathway was applied. For deals and deliverables that closed, look for evidence the candidate cites named annual reports or sustainability statements they drafted, with dates, assurance outcomes and issues raised by auditors. Apply the written 1–5 anchors to every answer, record the evidence behind each rating, and use the factor weights to reach a consistent overall assessment.
Complete evaluation framework

What to assess and how to score it

Review the evidence signals before interviewing. Then use the anchored descriptions—not instinct alone—to choose the score that best matches each answer.

01
Evaluation factor

Technical command

35% weight

Check command of TCFD, IFRS S1/S2 and CSRD/ESRS E1: probe scope 3 categories, transition versus physical risk metrics, NGFS and IEA scenario selection, and internal carbon pricing.

Evidence to listen for

  • Commands the instruments, models, or reporting standards the role turns on
  • Can build the analysis rather than only interpret someone else's
  • Knows the assumptions inside a model and which ones actually drive the answer
  • Fluent in the frameworks and disclosure regimes that apply

Five-point scoring guide

1
Poor

Cannot explain the instruments or standards they claim to work with.

2
Needs Improvement

Interprets others' analysis but cannot build or defend it.

3
Satisfactory

Solid working command; thin on unfamiliar structures or standards.

4
Very Good

Builds the analysis and knows which assumptions actually move the answer.

5
Excellent

Names specific disclosure clauses and scenario datasets, explains scope 3 boundary choices and why a given NGFS pathway was applied.

02
Evaluation factor

Deals and deliverables that closed

25% weight

Ask which published reports, CSRD double materiality assessments or SASB-aligned filings they authored, including client sector, assurance provider and whether disclosures survived limited assurance.

Evidence to listen for

  • Names transactions, filings, or reports they worked, with size, counterparties, and their own scope
  • Distinguishes their contribution from the deal team's
  • Knows what happened afterwards, including what underperformed
  • Can describe one that fell over and why

Five-point scoring guide

1
Poor

No completed work; describes process rather than outcomes.

2
Needs Improvement

Involved in transactions but cannot state their own scope.

3
Satisfactory

Real deliverables with adequate ownership; outcomes described loosely.

4
Very Good

Named transactions or filings with clear personal scope and honest post-mortems.

5
Excellent

Cites named annual reports or sustainability statements they drafted, with dates, assurance outcomes and issues raised by auditors.

03
Evaluation factor

Risk judgement

25% weight

Probe how they quantified flood, heat or drought exposure across asset portfolios, handled data gaps in supplier emissions, and judged materiality thresholds against greenwashing exposure.

Evidence to listen for

  • Distinguishes a modelled risk from a real one
  • States confidence and what would change their view
  • Comfortable disagreeing with a number that suits everybody
  • Knows the limits of the data behind a projection, especially over long horizons

Five-point scoring guide

1
Poor

Treats model output as truth; no sense of data limits.

2
Needs Improvement

Reports numbers without qualifying them; avoids unwelcome conclusions.

3
Satisfactory

Reasonable judgement; qualifies findings when prompted.

4
Very Good

States confidence unprompted and will hold an unpopular position on evidence.

5
Excellent

Separates defensible estimates from speculation, flags litigation and regulator scrutiny risk, and documents assumptions rather than overstating quantification confidence.

04
Evaluation factor

Explaining it to decision-makers

15% weight

Test how they briefed CFOs, audit committees or boards on climate scenario results, translating warming pathways and VaR outputs into capital allocation and disclosure decisions.

Evidence to listen for

  • Explains a technical position to an investment committee, board, or regulator so they can act on it
  • Writes to the standard the audience is held to
  • Handles challenge without either caving or digging in
  • Works across legal, operations, and external counterparties

Five-point scoring guide

1
Poor

Cannot communicate beyond technical peers.

2
Needs Improvement

Explanations lose the audience or oversimplify to the point of error.

3
Satisfactory

Adequate with familiar audiences; less effective under challenge.

4
Very Good

Explains clearly to committees and regulators and holds up under challenge.

5
Excellent

Recounts a board session where their framing changed a target, disclosure wording or capex decision, without drowning listeners in methodology.

Evidence-led prompts

Interview questions for a Climate Risk Disclosure Consultant

Use these prompts to surface evidence for the weighted factors above and compare candidates against the same role-specific criteria.

  1. 01

    Can you give examples of projects where you identified and mitigated climate risks?

  2. 02

    Can you discuss a time when your climate risk assessment led to a business decision?

  3. 03

    Can you describe your experience with climate risk assessment and mitigation?

  4. 04

    What is your process for scenario analysis in climate risk disclosure?

  5. 05

    Are you familiar with the main frameworks for climate-related financial disclosure?

See the complete Climate Risk Disclosure Consultant question set
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