> For the complete documentation index, see [llms.txt](https://www.bilancarbone-methode.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.bilancarbone-methode.com/english/1-scoping-the-approach/1.2-definir-le-pilotage-de-la-demarche-bilan-carbone-r.md).
# 1.2 - Define the coordination of the Bilan CarboneĀ® approach
The organisation must establish a coordination framework and internal governance enabling the completion of the approach and the achievement of the associated [criteria](#exigences-relatives-au-pilotage-du-bilan-carbone-r). The organisation must ensure that those involved have the necessary methodological skills and are trained in the use of the tools employed, as well as in the construction and implementation of transition plans.
> :mag\_right: *The organisation can use the* [*RACI*](/english/annexes/glossaire.md#r) *approach to structure and clarify the roles and responsibilities of the various stakeholders in the approach.*
Figure 1.2: Meaning of the RACI acronym and categories of roles and responsibilities.
š [*English version*](https://abc-transitionbascarbone.fr/wp-content/uploads/2025/11/Meaning-of-the-RACI-acronym_Signification-de-RACI-scaled.png) *of this image.*
## Requirements relating to the coordination of the Bilan CarboneĀ®
The following are the various requirements and recommendations, for each of the [maturity levels](/english/1-scoping-the-approach/1.1-definir-son-niveau-de-maturite-bilan-carbone-r.md), which fulfil increasingly ambitious coordination conditions.
Beginner level: criteria A1, B1, C1 and D1
#### Management
Management must request or at minimum be informed of the carrying out of the Bilan CarboneĀ®. It informs its staff of the launch of the approach and their possible participation.
#### Coordination
For the carrying out of a Beginner-level Bilan CarboneĀ®, a Coordinator is appointed internally. They coordinate the approach and oversee the operational implementation of the Bilan CarboneĀ®, for which two options are possible:
* The approach is carried out internally; the Coordinator acts alone or with internal operational project staff assembled into a project team. These project staff are trained in the Bilan CarboneĀ® method. They use ABC tools (Bilan CarboneĀ® software or spreadsheet), or, failing that, a tool compliant with the Bilan CarboneĀ® method.
* The approach is [supported by a specialist consulting firm](/english/annexes/faq.md#comment-trouver-un-prestataire-et-consultant-bilan-carbone-r); the operational staff are Consultants trained in the Bilan CarboneĀ® method. They support the implementation of the approach, either in its entirety or on certain key phases. They use ABC tools (Bilan CarboneĀ® software or spreadsheet), or, failing that, a tool compliant with the Bilan CarboneĀ® method.
This choice may vary according to the organisation's ambition: a one-off project will more easily be handled by an external provider, while a long-term approach should be carried out internally.
For reference, the introductions to each of the 7 steps of the method may provide indications on the sizing of time to be allocated.
#### Transition plan
The transition plan of a Beginner-level organisation is the responsibility of the **Coordinator** of the Bilan CarboneĀ®, as well as the **project staff**. They take charge of:
* its [**construction**](/english/5-transition-plan/5.2-construction-du-plan-daction.md)**.** This will require a [mobilisation phase](#mobilisation-relative-au-plan-de-transition).
* the [**implementation**](/english/5-transition-plan/5.4-mise-en-oeuvre-du-plan-de-transition.md) of the actions comprising it (in collaboration with the action owners identified for each action).
* its [**monitoring**](/english/5-transition-plan/5.5-suivi-et-pilotage-du-plan-de-transition.md) throughout its implementation.
The implementation, as well as the monitoring of the transition plan, are to be carried out internally within the organisation.
#### Documentation
The organisation must establish and maintain documentation concerning its carbon accounting. This documentation must in particular detail:
* The Deliverables obtained at each step of the approach, which are subject to an [internal report](/english/6-summary-and-reporting/6.1-restitution-du-bilan-carbone-r.md).
* The names of the staff members who participated in these exercises and the training they have completed.
This documentation must be used at the renewal of the Bilan CarboneĀ® and for a potential [evaluation](/english/7-evaluation-and-quality-of-the-bilan-carbone-r/7-introduction-a-levaluation-de-la-demarche.md).
#### Renewal
The organisation must anticipate the [renewal](/english/6-summary-and-reporting/6.3-renouvellement-et-amelioration-continue.md) of the approach, which takes place at minimum every 4 years for a Beginner-level Bilan CarboneĀ®.
The organisation must improve the coordination of the Bilan CarboneĀ® approach from one exercise to the next, in order to progressively reach higher maturity levels.
:mag\_right: *If the Bilan CarboneĀ® is used for* [*BEGES-R*](/english/annexes/bibliographie.md#methode-reglementaire-pour-la-realisation-des-bilans-demissions-de-gaz-a-effet-de-serre) *reporting, this periodicity coincides with that of the regulation for private-law organisations. Note of caution for public-law organisations for whom the renewal period is 3 years.*
Standard level: criteria A2, B2, C2 and D2
#### Management
Management must request the carrying out of the Bilan CarboneĀ®. It informs its staff of the launch of the approach and their possible participation.
At least part of the organisation's management must be mobilised. The results of the approach are reported to management, which participates in the development of the transition plan.
#### Coordination
The Coordinator must be [trained](/english/annexes/faq.md#comment-se-faire-former-officiellement-a-la-methode-bilan-carbone-r) in the Bilan CarboneĀ® method. They must, as applicable, have already carried out the previous Bilan CarboneĀ®, or have benefited from the knowledge transfer of the previous assessment.
A project team made up of operational project staff trained in the Bilan CarboneĀ® method must be formed around the Coordinator. A specialist consulting firm trained in the Bilan CarboneĀ® method may be called upon for certain parts of the approach, in particular for [accounting](/4-comptabilisation/4-introduction-a-la-comptabilisation-des-emissions.md). They use ABC tools (Bilan CarboneĀ® software or spreadsheet), or, failing that, a tool compliant with the Bilan CarboneĀ® method.
For reference, the introductions to each of the 7 steps of the method may provide indications on the sizing of time to be allocated.
#### Transition plan
The transition plan of a Standard-level organisation depends on different people:
* its [**construction**](/english/5-transition-plan/5.2-construction-du-plan-daction.md) is the responsibility of the **Coordinator** of the Bilan CarboneĀ®, as well as the **project staff**. A [mobilisation phase](#mobilisation-relative-au-plan-de-transition) will be necessary, involving the **main operational functions** that will be concerned by the implementation of the transition plan (such as the *purchasing department*, *production*, the *finance department*, *management*, among others). They must participate in its construction so that it is adapted to the organisation's activity and to those who will implement it.
* the [**implementation**](/english/5-transition-plan/5.4-mise-en-oeuvre-du-plan-de-transition.md) of the actions comprising it is the responsibility of the **Coordinator** of the Bilan CarboneĀ®, or of the **project staff**, but the operations to be carried out are delegated to the relevant departments.
* its [**monitoring**](/english/5-transition-plan/5.5-suivi-et-pilotage-du-plan-de-transition.md) throughout its implementation is the responsibility of the **Coordinator** of the Bilan CarboneĀ®, or of the **project staff.** The results of the approach are periodically reported to management.
The implementation, as well as the monitoring of the transition plan, are to be carried out internally within the organisation.
#### Documentation
The organisation must establish and maintain documentation concerning its carbon accounting. This documentation must in particular detail:
* The Deliverables obtained at each step of the approach, which are subject to an [internal report](/english/6-summary-and-reporting/6.1-restitution-du-bilan-carbone-r.md).
* The names of the staff members who participated in these exercises and the training they have completed.
This documentation must be used at the renewal of the Bilan CarboneĀ® and for a potential [evaluation](/english/7-evaluation-and-quality-of-the-bilan-carbone-r/7-introduction-a-levaluation-de-la-demarche.md).
#### Renewal
The organisation must anticipate the [renewal](/english/6-summary-and-reporting/6.3-renouvellement-et-amelioration-continue.md) of the approach, which takes place at minimum every 4 years for a Standard-level Bilan CarboneĀ®. Between each full renewal of the Bilan CarboneĀ®, it is expected to [monitor indicators](/english/5-transition-plan/5.5-suivi-et-pilotage-du-plan-de-transition.md) through a monitoring mechanism (most significant emissions and actions implemented in the transition plan).
:mag\_right: *If the Bilan CarboneĀ® is used for* [*BEGES-R*](/english/annexes/bibliographie.md#methode-reglementaire-pour-la-realisation-des-bilans-demissions-de-gaz-a-effet-de-serre) *reporting, this periodicity coincides with that of the regulation for private-law organisations. Note of caution for public-law organisations for whom the renewal period is 3 years.*
Advanced level: criteria A3, B3, C3 and D3
#### Management
At least one member of management must be the sponsor of the Bilan CarboneĀ® approach. They are responsible for integrating the approach into the organisation's overall strategy. They are the guarantor of the application of the transition plan within the organisation. They must complete the [training](/english/annexes/faq.md#comment-se-faire-former-officiellement-a-la-methode-bilan-carbone-r) Bilan CarboneĀ® for Decision-makers.
#### Coordination
The Coordinator must be [trained](/english/annexes/faq.md#comment-se-faire-former-officiellement-a-la-methode-bilan-carbone-r) in the Bilan CarboneĀ® method. They must, as applicable, have already carried out the previous Bilan CarboneĀ®, or have benefited from the knowledge transfer of the previous assessment. The entire Bilan CarboneĀ® approach is internalised and coordinated by the Coordinator.
A project team made up of operational project staff trained in the Bilan CarboneĀ® method must be formed around the Coordinator. They use ABC tools (Bilan CarboneĀ® software or spreadsheet), or, failing that, a tool compliant with the Bilan CarboneĀ® method. Consultants may be called upon to consolidate the approach (refining accounting through LCAs, providing strategic advice, raising awareness, etc.).
For reference, the introductions to each of the 7 steps of the method may provide indications on the sizing of time to be allocated.
#### Transition plan
The transition plan of an Advanced-level organisation depends on different people:
* its [**construction**](/english/5-transition-plan/5.2-construction-du-plan-daction.md) is the responsibility of the **Coordinator** of the Bilan CarboneĀ®, as well as the **project staff**. A [mobilisation phase](#mobilisation-relative-au-plan-de-transition) will be necessary, involving the organisation's management, the **main operational functions** that will be concerned by the implementation of the transition plan (such as the *purchasing department*, *production*, the *finance department*, *management*, among others...), as well as certain external stakeholders (such as certain *suppliers with a key impact on the value chain*). These stakeholders participate in its construction so that it is adapted to the organisation's activity and to those who will implement it.
* the [**implementation**](/english/5-transition-plan/5.4-mise-en-oeuvre-du-plan-de-transition.md) of the actions and the [**monitoring**](/english/5-transition-plan/5.5-suivi-et-pilotage-du-plan-de-transition.md) of the transition plan are the responsibility of the relevant internal operational functions. For this purpose, internal contacts, at least one per operational function, are identified. These members have all completed the [training](/english/annexes/faq.md#comment-se-faire-former-officiellement-a-la-methode-bilan-carbone-r) Bilan CarboneĀ® for Decision-makers, and hold positions of responsibility within the organisation. **The results of the approach are periodically reported to management** and at least one member of management is the guarantor of the application of the transition plan within the organisation\*\*.\*\*
The implementation, as well as the monitoring of the transition plan, are to be carried out internally within the organisation.
#### Documentation
The organisation must establish and maintain documentation concerning its carbon accounting. This documentation must in particular detail:
* The Deliverables obtained at each step of the approach, which are subject to an [internal report](/english/6-summary-and-reporting/6.1-restitution-du-bilan-carbone-r.md).
* The objectives and boundaries of said accounting.
This documentation must be available and communicated within the organisation and to its potential partners. This document is used for a potential [evaluation](/english/7-evaluation-and-quality-of-the-bilan-carbone-r/7-introduction-a-levaluation-de-la-demarche.md).
#### Renewal
The full Bilan CarboneĀ® of the organisation is [renewed](/english/6-summary-and-reporting/6.3-renouvellement-et-amelioration-continue.md) at minimum every year, but the most significant emission categories and the actions undertaken in the transition plan can be monitored more regularly, whether monthly or semi-annually. A [monitoring mechanism](/english/5-transition-plan/5.5-suivi-et-pilotage-du-plan-de-transition.md) facilitating the carrying out of the assessment and the continuous monitoring of indicators relating to the transition plan must exist, enabling the organisation's overall strategy to be fed and steered.
{% hint style="info" %}
Collective approach:
It is possible to carry out the Bilan CarboneĀ® approach collectively, by joining together with several other organisations each wishing to carry out a Bilan CarboneĀ®.
It is advisable to associate organisations of a similar maturity level.
These collective operations are particularly useful for organisations belonging to the same business sector or the same geographical area. They allow organisations to share best practices, provide mutual support, remain mobilised or pool resources.
{% endhint %}
## Deliverables relating to the framing of the approach
The information and Deliverables obtained at the end of [Step 1](/1-cadrage-de-la-demarche/1.1-definir-son-niveau-de-maturite-bilan-carbone-r.md), and associated with the requirements above, are to be [reported](/english/6-summary-and-reporting/6.1-restitution-du-bilan-carbone-r.md) at the end of the approach:
* [x] A description of the organisation concerned by the Bilan CarboneĀ®: business name, SIRET, SIREN, NAF code, number of FTEs;
* [x] A presentation of the Coordinator of the approach: name, position held;
* [x] A presentation of the person carrying out the Bilan CarboneĀ®: name, training number, date of the Bilan CarboneĀ® approach training followed, affiliated organisation (if external);
* [x] The maturity level of the organisation;
***
*Do you have a question of understanding?* [*Consult the FAQ*](/english/annexes/faq.md)*. The method is a living document and therefore subject to change (clarifications, additions): find the* [*change log here*](/english/readme/historique-et-suivi-des-modifications.md)*.*
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://www.bilancarbone-methode.com/english/1-scoping-the-approach/1.2-definir-le-pilotage-de-la-demarche-bilan-carbone-r.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.