Plan
Where it all begins
Defining direction, objectives and scenarios before execution. MESA structures planning as a continuous process, integrating strategy, finance, risk and sustainability into a single, coherent framework.
Overview
The PLAN process at a glance
PLAN is the first step in MESA’s operating cycle: the phase in which the organization defines objectives, resources, time horizon and acceptable risk level. It is not a one-off exercise, but a structured and continuous process that generates outputs ready to be used directly in the following phases.
PLAN feeds directly into GOVERN, turning objectives and planning criteria into an operational foundation for continuous control and oversight.
Key inputs
Strategic objectives and financial constraints, historical ESG data and sustainability targets, risk profile, applicable regulatory frameworks, materiality analysis, stakeholder engagement and reference benchmarks.
Process outputs
Structured financial scenarios, initialized risk register, Net-Zero pathway with verifiable milestones, prioritized initiatives portfolio, map of applicable regulatory requirements and ESRS-ready double materiality analysis.
Artificial Intelligence
How AI supports PLAN
In the PLAN phase, AI agents reduce recurring manual work and support analysis, updating and simulation activities. This allows teams to focus on interpreting data and making decisions.
Always up-to-date scenarios and simulations
AI analyzes market, regulatory and climate variables, updates downside, base and upside scenarios and enables real-time what-if simulations on financial, ESG and regulatory impacts.
Risks and materiality in a structured framework
Our AI builds and updates the risk register from the data available on the platform, supports the review of risk appetite and strengthens the materiality analysis by weighting impacts and consolidating stakeholder inputs.
Continuously monitored regulations
AI agents track regulatory developments, update the map of applicable requirements and support gap analysis, helping to identify gaps and intervention priorities.
Roles
The contribution of each function in PLAN
The PLAN phase involves several functions, each with specific responsibilities and outputs that converge into a single system before execution.
Finance
Defines financial scenarios, value-driver models and capital allocation, integrating ESG variables and transition risks.
Sustainability
Conducts the double materiality analysis, sets climate targets and the Net-Zero pathway, and maps the applicable regulatory frameworks.
Risk
Builds the risk register and defines risk appetite, operational thresholds and escalation criteria.
Compliance & Internal Audit
Maps regulatory requirements, conducts gap analysis and plans control testing cycles.
Solutions
The solutions supporting PLAN
In PLAN, MESA provides solutions that support the definition of objectives, scenarios, priorities and applicable requirements, laying the foundations for the following phases.
Integration
Distinctive features
The PLAN phase integrates with the systems already in use and makes data available in a single governance environment, without replacing the existing architecture.
Integration with existing systems
Connection to ERP, business intelligence tools and financial planning platforms through native connectors.
No-code configuration, fast go-live
Scenarios, value-driver models, materiality frameworks and control plans that business functions can configure without depending on IT.
Outputs ready for the following phases
Everything defined in PLAN feeds directly into GOVERN.
Scalability with organizational complexity
Support for multi-entity or multi-jurisdiction organizations, with centralized planning management and dynamic updating of the regulatory framework.
Explore the platform based on your company’s priorities
Discover the MESA platform and request a meeting with our experts.