• Project planning |
  • How to write an executive summary, with ...

How to write an executive summary, with examples

Julia Martins contributor headshot

The best way to do that is with an executive summary. If you’ve never written an executive summary, this article has all you need to know to plan, write, and share them with your team.

What is an executive summary?

An executive summary is an overview of a document. The length and scope of your executive summary will differ depending on the document it’s summarizing, but in general an executive summary can be anywhere from one to two pages long. In the document, you’ll want to share all of the information your readers and important stakeholders need to know.

Imagine it this way: if your high-level stakeholders were to only read your executive summary, would they have all of the information they need to succeed? If so, your summary has done its job.

You’ll often find executive summaries of:

Business cases

Project proposals

Research documents

Environmental studies

Market surveys

Project plans

In general, there are four parts to any executive summary:

Start with the problem or need the document is solving.

Outline the recommended solution.

Explain the solution’s value.

Wrap up with a conclusion about the importance of the work.

What is an executive summary in project management?

In project management, an executive summary is a way to bring clarity to cross-functional collaborators, team leadership, and project stakeholders . Think of it like a project’s “ elevator pitch ” for team members who don’t have the time or the need to dive into all of the project’s details.

The main difference between an executive summary in project management and a more traditional executive summary in a business plan is that the former should be created at the beginning of your project—whereas the latter should be created after you’ve written your business plan. For example, to write an executive summary of an environmental study, you would compile a report on the results and findings once your study was over. But for an executive summary in project management, you want to cover what the project is aiming to achieve and why those goals matter.

The same four parts apply to an executive summary in project management:

Start with the problem or need the project is solving.  Why is this project happening? What insight, customer feedback, product plan, or other need caused it to come to life?

Outline the recommended solution, or the project’s objectives.  How is the project going to solve the problem you established in the first part? What are the project goals and objectives?

Explain the solution’s value.  Once you’ve finished your project, what will happen? How will this improve and solve the problem you established in the first part?

Wrap up with a conclusion about the importance of the work.  This is another opportunity to reiterate why the problem is important, and why the project matters. It can also be helpful to reference your audience and how your solution will solve their problem. Finally, include any relevant next steps.

If you’ve never written an executive summary before, you might be curious about where it fits into other project management elements. Here’s how executive summaries stack up:

Executive summary vs. project plan

A  project plan  is a blueprint of the key elements your project will accomplish in order to hit your project goals and objectives. Project plans will include your goals, success metrics, stakeholders and roles, budget, milestones and deliverables, timeline and schedule, and communication plan .

An executive summary is a summary of the most important information in your project plan. Think of the absolutely crucial things your management team needs to know when they land in your project, before they even have a chance to look at the project plan—that’s your executive summary.

Executive summary vs. project overview

Project overviews and executive summaries often have similar elements—they both contain a summary of important project information. However, your project overview should be directly attached to your project. There should be a direct line of sight between your project and your project overview.

While you can include your executive summary in your project depending on what type of  project management tool  you use, it may also be a stand-alone document.

Executive summary vs. project objectives

Your executive summary should contain and expand upon your  project objectives  in the second part ( Outline the recommended solution, or the project’s objectives ). In addition to including your project objectives, your executive summary should also include why achieving your project objectives will add value, as well as provide details about how you’re going to get there.

The benefits of an executive summary

You may be asking: why should I write an executive summary for my project? Isn’t the project plan enough?

Well, like we mentioned earlier, not everyone has the time or need to dive into your project and see, from a glance, what the goals are and why they matter.  Work management tools  like Asana help you capture a lot of crucial information about a project, so you and your team have clarity on who’s doing what by when. Your executive summary is designed less for team members who are actively working on the project and more for stakeholders outside of the project who want quick insight and answers about why your project matters.

An effective executive summary gives stakeholders a big-picture view of the entire project and its important points—without requiring them to dive into all the details. Then, if they want more information, they can access the project plan or navigate through tasks in your work management tool.

How to write a great executive summary, with examples

Every executive summary has four parts. In order to write a great executive summary, follow this template. Then once you’ve written your executive summary, read it again to make sure it includes all of the key information your stakeholders need to know.

1. Start with the problem or need the project is solving

At the beginning of your executive summary, start by explaining why this document (and the project it represents) matter. Take some time to outline what the problem is, including any research or customer feedback you’ve gotten . Clarify how this problem is important and relevant to your customers, and why solving it matters.

For example, let’s imagine you work for a watch manufacturing company. Your project is to devise a simpler, cheaper watch that still appeals to luxury buyers while also targeting a new bracket of customers.

Example executive summary:

In recent customer feedback sessions, 52% of customers have expressed a need for a simpler and cheaper version of our product. In surveys of customers who have chosen competitor watches, price is mentioned 87% of the time. To best serve our existing customers, and to branch into new markets, we need to develop a series of watches that we can sell at an appropriate price point for this market.

2. Outline the recommended solution, or the project’s objectives

Now that you’ve outlined the problem, explain what your solution is. Unlike an abstract or outline, you should be  prescriptive  in your solution—that is to say, you should work to convince your readers that your solution is the right one. This is less of a brainstorming section and more of a place to support your recommended solution.

Because you’re creating your executive summary at the beginning of your project, it’s ok if you don’t have all of your deliverables and milestones mapped out. But this is your chance to describe, in broad strokes, what will happen during the project. If you need help formulating a high-level overview of your project’s main deliverables and timeline, consider creating a  project roadmap  before diving into your executive summary.

Continuing our example executive summary:

Our new watch series will begin at 20% cheaper than our current cheapest option, with the potential for 40%+ cheaper options depending on material and movement. In order to offer these prices, we will do the following:

Offer watches in new materials, including potentially silicone or wood

Use high-quality quartz movement instead of in-house automatic movement

Introduce customizable band options, with a focus on choice and flexibility over traditional luxury

Note that every watch will still be rigorously quality controlled in order to maintain the same world-class speed and precision of our current offerings.

3. Explain the solution’s value

At this point, you begin to get into more details about how your solution will impact and improve upon the problem you outlined in the beginning. What, if any, results do you expect? This is the section to include any relevant financial information, project risks, or potential benefits. You should also relate this project back to your company goals or  OKRs . How does this work map to your company objectives?

With new offerings that are between 20% and 40% cheaper than our current cheapest option, we expect to be able to break into the casual watch market, while still supporting our luxury brand. That will help us hit FY22’s Objective 3: Expanding the brand. These new offerings have the potential to bring in upwards of three million dollars in profits annually, which will help us hit FY22’s Objective 1: 7 million dollars in annual profit.

Early customer feedback sessions indicate that cheaper options will not impact the value or prestige of the luxury brand, though this is a risk that should be factored in during design. In order to mitigate that risk, the product marketing team will begin working on their go-to-market strategy six months before the launch.

4. Wrap up with a conclusion about the importance of the work

Now that you’ve shared all of this important information with executive stakeholders, this final section is your chance to guide their understanding of the impact and importance of this work on the organization. What, if anything, should they take away from your executive summary?

To round out our example executive summary:

Cheaper and varied offerings not only allow us to break into a new market—it will also expand our brand in a positive way. With the attention from these new offerings, plus the anticipated demand for cheaper watches, we expect to increase market share by 2% annually. For more information, read our  go-to-market strategy  and  customer feedback documentation .

Example of an executive summary

When you put it all together, this is what your executive summary might look like:

[Product UI] Example executive summary in Asana (Project Overview)

Common mistakes people make when writing executive summaries

You’re not going to become an executive summary-writing pro overnight, and that’s ok. As you get started, use the four-part template provided in this article as a guide. Then, as you continue to hone your executive summary writing skills, here are a few common pitfalls to avoid:

Avoid using jargon

Your executive summary is a document that anyone, from project contributors to executive stakeholders, should be able to read and understand. Remember that you’re much closer to the daily work and individual tasks than your stakeholders will be, so read your executive summary once over to make sure there’s no unnecessary jargon. Where you can, explain the jargon, or skip it all together.

Remember: this isn’t a full report

Your executive summary is just that—a summary. If you find yourself getting into the details of specific tasks, due dates, and attachments, try taking a step back and asking yourself if that information really belongs in your executive summary. Some details are important—you want your summary to be actionable and engaging. But keep in mind that the wealth of information in your project will be captured in your  work management tool , not your executive summary.

Make sure the summary can stand alone

You know this project inside and out, but your stakeholders won’t. Once you’ve written your executive summary, take a second look to make sure the summary can stand on its own. Is there any context your stakeholders need in order to understand the summary? If so, weave it into your executive summary, or consider linking out to it as additional information.

Always proofread

Your executive summary is a living document, and if you miss a typo you can always go back in and fix it. But it never hurts to proofread or send to a colleague for a fresh set of eyes.

In summary: an executive summary is a must-have

Executive summaries are a great way to get everyone up to date and on the same page about your project. If you have a lot of project stakeholders who need quick insight into what the project is solving and why it matters, an executive summary is the perfect way to give them the information they need.

For more tips about how to connect high-level strategy and plans to daily execution, read our article about strategic planning .

Related resources

how to write an executive summary for an it project

Sales and operations planning (S&OP): A project manager’s guide

how to write an executive summary for an it project

What is stakeholder analysis and why is it important?

how to write an executive summary for an it project

Scope management plan: What is it and how to create one

how to write an executive summary for an it project

7 causes of content calendar chaos—and how to solve them

  • Contact sales

Start free trial

How to Write an Executive Summary (Example & Template Included)

ProjectManager

Here’s the good news: an executive summary is short. It’s part of a larger document like a business plan, business case or project proposal and, as the name implies, summarizes the longer report.

Here’s the bad news: it’s a critical document that can be challenging to write because an executive summary serves several important purposes. On one hand, executive summaries are used to outline each section of your business plan, an investment proposal or project proposal. On the other hand, they’re used to introduce your business or project to investors and other stakeholders, so they must be persuasive to spark their interest.

Writing an Executive Summary

The pressure of writing an executive summary comes from the fact that everyone will pay attention to it, as it sits at the top of that heap of documents. It explains all that follows and can make or break your business plan or project plan . The executive summary must know the needs of the potential clients or investors and zero in on them like a laser. Fortunately, we’ll show you how to write and format your executive summary to do just that.

Getting everything organized for your executive summary can be challenging. ProjectManager can help you get your thoughts in order and collaborate with your team. Our powerful task management tools make it easy to get everything prioritized and done on time. Try it free today.

List view in ProjectManager

What Is an Executive Summary?

An executive summary is a short section of a larger document like a business plan , investment proposal or project proposal. It’s mostly used to give investors and stakeholders a quick overview of important information about a business plan like the company description, market analysis and financial information.

It contains a short statement that addresses the problem or proposal detailed in the attached documents and features background information, a concise analysis and a conclusion. An executive summary is designed to help executives and investors decide whether to go forth with the proposal, making it critically important. Pitch decks are often used along with executive summaries to talk about the benefits and main selling points of a business plan or project.

Unlike an abstract, which is a short overview, an executive summary format is a condensed form of the documents contained in the proposal. Abstracts are more commonly used in academic and research-oriented writing and act as a teaser for the reader to see if they want to read on.

how to write an executive summary for an it project

Get your free

Executive Summary Template

Use this free Executive Summary Template for Word to manage your projects better.

How to Write an Executive Summary

Executive summaries vary depending on the document they’re attached to. You can write an executive summary for a business plan, project proposal, research document, or business case, among other documents and reports.

However, when writing an executive summary, there are guidelines to ensure you hit all the bases.

Executive Summary Length

According to the many books that have been written about executive summaries, as well as training courses, seminars and professional speakers, the agreed-upon length for an executive summary format should be about five to 10 percent of the length of the whole report.

Appropriate Language

The language used should be appropriate for the target audience. One of the most important things to know before you write professionally is to understand who you’re addressing. If you’re writing for a group of engineers, the language you’ll use will differ greatly from how you would write to a group of financiers.

That includes more than just the words, but the content and depth of explanation. Remember, it’s a summary, and people will be reading it to quickly and easily pull out the main points.

Pithy Introduction

You also want to capture a reader’s attention immediately in the opening paragraph. Just like a speech often opens with a joke to break the tension and put people at ease, a strong introductory paragraph can pull a reader in and make them want to read on. That doesn’t mean you start with a joke. Stick to your strengths, but remember, most readers only give you a few sentences to win them over before they move on.

Don’t forget to explain who you are as an organization and why you have the skills, personnel and experience to solve the problem raised in the proposal. This doesn’t have to be a lengthy biography, often just your name, address and contact information will do, though you’ll also want to highlight your strengths as they pertain to the business plan or project proposal .

Relevant Information

The executive summary shouldn’t stray from the material that follows it. It’s a summary, not a place to bring up new ideas. To do so would be confusing and would jeopardize your whole proposal.

Establish the need or the problem, and convince the target audience that it must be solved. Once that’s set up, it’s important to recommend the solution and show what the value is. Be clear and firm in your recommendation.

Justify your cause. Be sure to note the key reasons why your organization is the perfect fit for the solution you’re proposing. This is the point where you differentiate yourself from competitors, be that due to methodology, testimonials from satisfied clients or whatever else you offer that’s unique. But don’t make this too much about you. Be sure to keep the name of the potential client at the forefront.

Don’t neglect a strong conclusion, where you can wrap things up and once more highlight the main points.

Related: 10 Essential Excel Report Templates

What to Include in an Executive Summary

The content of your executive summary must reflect what’s in the larger document which it is part of. You’ll find many executive summary examples on the web, but to keep things simple, we’ll focus on business plans and project proposals.

How to Write an Executive Summary for a Business Plan

As we’ve learned above, your executive summary must extract the main points of all the sections of your business plan. A business plan is a document that describes all the aspects of a business, such as its business model, products or services, objectives and marketing plan , among other things. They’re commonly used by startups to pitch their ideas to investors.

Here are the most commonly used business plan sections:

  • Company description: Provide a brief background of your company, such as when it was established, its mission, vision and core values.
  • Products & services: Describe the products or services your company will provide to its customers.
  • Organization and management: Explain the legal structure of your business and the members of the top management team.
  • SWOT analysis: A SWOT analysis explains the strengths, weaknesses, opportunities and threats of your business. They describe the internal and external factors that impact your business competitiveness.
  • Industry & market analysis: This section should provide an overview of the industry and market in which your business will compete.
  • Operations: Explain the main aspects of your business operations and what sets it apart from competitors.
  • Marketing plan: Your marketing plan describes the various strategies that your business will use to reach its customers and sell products or services.
  • Financial planning: Here, you should provide an overview of the financial state of your business. Include income statements, balance sheets and cash flow statements.
  • Funding request: If you’re creating your business plan to request funding, make sure to explain what type of funding you need, the timeframe for your funding request and an explanation of how the funds will be used.

We’ve created an executive summary example to help you better understand how this document works when using it, to sum up a business plan.

To put all of that information together, here’s the basic format of an executive summary. You can find this same information in our free executive summary template :

  • Introduction, be sure to know your audience
  • Table of contents in the form of a bulleted list
  • Explain the company’s role and identify strengths
  • Explain the need, or the problem, and its importance
  • Recommend a solution and explain its value
  • Justify said solution by explaining how it fits the organization
  • A strong conclusion that once more wraps up the importance of the project

You can use it as an executive summary example and add or remove some of its elements to adjust it to your needs. Our sample executive summary has the main elements that you’ll need project executive summary.

Executive summary template for Word

Executive Summary Example

For this executive summary example, we’ll imagine a company named ABC Clothing, a small business that manufactures eco-friendly clothing products and it’s preparing a business plan to secure funding from new investors.

Company Description We are ABC Clothing, an environmentally-friendly manufacturer of apparel. We’ve developed a unique method of production and sourcing of materials that allows us to create eco-friendly products at a low cost . We have intellectual property for our production processes and materials, which gives us an advantage in the market.

  • Mission: Our mission is to use recycled materials and sustainable methods of production to create clothing products that are great for our customers and our planet.
  • Vision: Becoming a leader in the apparel industry while generating a positive impact on the environment.

Products & Services We offer high-quality clothing products for men, women and all genders. (Here you should include pictures of your product portfolio to spark the interest of your readers)

Industry & Market Analysis Even though the fashion industry’s year-over-year growth has been affected by pandemics in recent years, the global apparel market is expected to continue growing at a steady pace. In addition, the market share of sustainable apparel has grown year-over-year at a higher pace than the overall fashion industry.

Marketing Plan Our marketing plan relies on the use of digital marketing strategies and online sales, which gives us a competitive advantage over traditional retailers that focus their marketing efforts on brick-and-mortar stores.

Operations Our production plant is able to recycle different types of plastic and cotton waste to turn it into materials that we use to manufacture our products . We’ve partnered with a transportation company that sorts and distributes our products inside the United States efficiently and cost-effectively.

Financial Planning Our business is profitable, as documented in our balance sheet, income statement and cash flow statement. The company doesn’t have any significant debt that might compromise its continuity. These and other financial factors make it a healthy investment.

Funding Request We’re requesting funding for the expansion of our production capacity, which will allow us to increase our production output in order to meet our increasing customer demand, enter new markets, reduce our costs and improve our competitiveness.

If you’d like to see more executive summary examples for your business plan, you can visit the U.S. small business administration website. They have business plans with executive summary examples you can download and use.

Executive summaries are also a great way to outline the elements of a project plan for a project proposal. Let’s learn what those elements are.

How to Write an Executive Summary for a Project Proposal

An executive summary for your project proposal will capture the most important information from your project management plan. Here’s the structure of our executive summary template:

  • Introduction: What’s the purpose of your project?
  • Company description: Show why you’re the right team to take on the project.
  • Need/problem: What is the problem that it’s solving?
  • Unique solution: What is your value proposition and what are the main selling points of your project?
  • Proof: Evidence, research and feasibility studies that support how your company can solve the issue.
  • Resources: Outline the resources needed for the project
  • Return on investment/funding request: Explain the profitability of your project and what’s in for the investors.
  • Competition/market analysis: What’s your target market? Who are your competitors? How does your company differentiate from them?
  • Marketing plan: Create a marketing plan that describes your company’s marketing strategies, sales and partnership plans.
  • Budget/financial planning: What’s the budget that you need for your project plan?
  • Timeline: What’s the estimated timeline to complete the project?
  • Team: Who are the project team members and why are they qualified?
  • Conclusions:  What are the project takeaways?

Now that we’ve learned that executive summaries can vary depending on the type of document you’re working on, you’re ready for the next step.

What to Do After Writing an Executive Summary

As with anything you write, you should always start with a draft. The first draft should hit all the marks addressed above but don’t bog yourself down in making the prose perfect. Think of the first draft as an exploratory mission. You’re gathering all the pertinent information.

Next, you want to thoroughly review the document to ensure that nothing important has been left out or missed. Make sure the focus is sharp and clear, and that it speaks directly to your potential client’s needs.

Proofread for Style & Grammar

But don’t neglect the writing. Be sure that you’re not repeating words, falling into cliché or other hallmarks of bad writing. You don’t want to bore the reader to the point that they miss the reason why you’re the organization that can help them succeed.

You’ve checked the content and the prose, but don’t forget the style. You want to write in a way that’s natural and not overly formal, but one that speaks in the manner of your target audience . If they’re a conservative firm, well then, maybe formality is called for. But more and more modern companies have a casual corporate culture, and formal writing could mistakenly cause them to think of you as old and outdated.

The last run should be proofing the copy. That means double-checking to ensure that spelling is correct, and there are no typos or grammatical mistakes. Whoever wrote the executive summary isn’t the best person to edit it, however. They can easily gloss over errors because of their familiarity with the work. Find someone who excels at copy-editing. If you deliver sloppy content, it shows a lack of professionalism that’ll surely color how a reader thinks of your company.

Criticism of Executive Summaries

While we’re advocating for the proper use of an executive summary, it’d be neglectful to avoid mentioning some critiques. The most common is that an executive summary by design is too simple to capture the complexity of a large and complicated project.

It’s true that many executives might only read the summary, and in so doing, miss the nuance of the proposal. That’s a risk. But if the executive summary follows the guidelines stated above, it should give a full picture of the proposal and create interest for the reader to delve deeper into the documents to get the details.

Remember, executive summaries can be written poorly or well. They can fail to focus on results or the solution to the proposal’s problem or do so in a vague, general way that has no impact on the reader. You can do a hundred things wrong, but if you follow the rules, then the onus falls on the reader.

ProjectManager Turns an Executive Summary Into a Project

Your executive summary got the project approved. Now the real work begins. ProjectManager is award-winning project management software that helps you organize tasks, projects and teams. We have everything you need to manage each phase of your project, so you can complete your work on time and under budget.

Work How You Want

Because project managers and teams work differently, our software is flexible. We have multiple project views, such as the kanban board, which visualizes workflow. Managers like the transparency it provides in the production cycle, while teams get to focus only on those tasks they have the capacity to complete. Are you more comfortable with tasks lists or Gantt charts? We have those, too.

A screenshot of the Kanban board project view

Live Tracking for Better Management

To ensure your project meets time and cost expectations, we have features that monitor and track progress so you can control any deviations that might occur. Our software is cloud-based, so the data you see on our dashboard is always up to date, helping you make better decisions. Make that executive summary a reality with ProjectManager.

ProjectManager’s dashboard view, which shows six key metrics on a project

You’ve now researched and written a persuasive executive summary to lead your proposal. You’ve put in the work and the potential client sees that and contracts you for the project. However, if you don’t have a reliable set of project management tools like Gantt charts , kanban boards and project calendars at hand to plan, monitor and report on the work, then all that preparation will be for nothing.

ProjectManager is online project management software that gives you real-time data and a collaborative platform to work efficiently and productively. But don’t take our word for it, take a free 30-day trial.

Click here to browse ProjectManager's free templates

Deliver your projects on time and under budget

Start planning your projects.

Learn more

How it works

Transform your enterprise with the scalable mindsets, skills, & behavior change that drive performance.

Explore how BetterUp connects to your core business systems.

We pair AI with the latest in human-centered coaching to drive powerful, lasting learning and behavior change.

Build leaders that accelerate team performance and engagement.

Unlock performance potential at scale with AI-powered curated growth journeys.

Build resilience, well-being and agility to drive performance across your entire enterprise.

Transform your business, starting with your sales leaders.

Unlock business impact from the top with executive coaching.

Foster a culture of inclusion and belonging.

Accelerate the performance and potential of your agencies and employees.

See how innovative organizations use BetterUp to build a thriving workforce.

Discover how BetterUp measurably impacts key business outcomes for organizations like yours.

A demo is the first step to transforming your business. Meet with us to develop a plan for attaining your goals.

Request a demo

  • For Individuals

Best practices, research, and tools to fuel individual and business growth.

View on-demand BetterUp events and learn about upcoming live discussions.

The latest insights and ideas for building a high-performing workplace.

  • BetterUp Briefing

The online magazine that helps you understand tomorrow's workforce trends, today.

Innovative research featured in peer-reviewed journals, press, and more.

Founded in 2022 to deepen the understanding of the intersection of well-being, purpose, and performance

We're on a mission to help everyone live with clarity, purpose, and passion.

Join us and create impactful change.

Read the buzz about BetterUp.

Meet the leadership that's passionate about empowering your workforce.

For Business

How to write an executive summary in 10 steps

people-discussing-a-proposal-executive-summary-example

Understand Yourself Better:

Big 5 Personality Test

Find my Coach

Whether presenting a business plan, sharing project updates with stakeholders, or submitting a project proposal, an executive summary helps you grab attention and convey key insights.

Think of it as a condensed version of a document, report, or proposal that highlights the most important information clearly and concisely. It's like a "cheat sheet" that gives you a snapshot of the main points without reading the entire thing.

Throughout the article, we'll explore some examples of executive summaries to give you a better understanding of how they can be applied. Plus, we'll provide you with ready-to-use templates and best practices for writing compelling executive summaries.

See how BetterUp Works - Watch Demo

What is an executive summary?

An executive summary is a concise overview of a longer document or report. It is typically written for busy executives or decision-makers who may not have the time to read the entire document but still need to grasp its key points and recommendations. 

An effective executive summary should capture the essence of the document, highlighting the most important information in a brief and easily understandable way. It should provide a snapshot of the document's purpose, methodology, major findings, and key recommendations. The summary should be written in a way that allows the reader to quickly grasp the main ideas and make informed decisions based on the information presented.

Why do you need to write one?

For a business owner , an executive summary is one of the most important documents you will have. Like a business plan , they help you lay out the potential value of your business and your potential for success. 

Unlike a business proposal, however, an executive summary is designed to be read in a brief amount of time. That makes them ideal for a variety of uses, like project proposals and research summaries. Sending your strategic plan to a prospective investor or stakeholder likely won’t get you far. But a brief report that clearly states your key findings and what’s in it for them might help you — and your proposal — stand out. It isn't all the details. It's what gets you the meeting to share more.

An executive summary is also a business document that can travel without you. It may be presented to other leaders and potential investors. If it’s written well, it will take on a life of its own. You may find that you get support and resources from places you never imagined.

What should be included in an executive summary?

Your executive summary should include brief descriptions of who your product, service, or proposal is for and your competitive advantage. Be sure to introduce your report concisely yet clearly . Note the most important points and its overall purpose––what do you hope to achieve with this report? 

Also, include any necessary background information and statistics about the industry, high-level information about your business model, necessary financial information, or other insights you discuss in the report. Depending on your proposal, you may want to consider summarizing a market analysis of your target market.

Typically, an executive summary follows a structured format, including sections such as:

  • Introduction: Provides a brief background and context for the document.
  • Objective or purpose: Clearly states the goal of the document and what it aims to achieve.
  • Methodology: Briefly describes the approach, data sources, and methods used to conduct the research or analysis.
  • Findings: Summarizes the main findings, conclusions, or results derived from the document.
  • Recommendations: Outlines the key recommendations or proposed actions based on the findings.
  • Conclusion: Provides a concise wrap-up of the main points and emphasizes the significance of the document.

presenting-to-board-meeting-executive-summary-example

How do you write an executive summary?

When tackling an executive summary, it's all about following a structured approach to ensure you effectively communicate those crucial points, findings, and recommendations. Let’s walk through some steps and best practices to make it a breeze:

Step 1: Get to know the document

Take the time to dive into the full document or report that your executive summary will be based on. Read it thoroughly and identify the main objectives, key findings, conclusions, and recommendations.

Step 2: Know your audience

Think about who you're writing the executive summary for. Consider their knowledge level, interests, and priorities. This helps you tailor the summary to their needs and make it relevant and impactful.

Step 3: Outline the structure

Create an outline for your executive summary with sections like introduction, objective, methodology, findings, recommendations, and conclusion. This way, you'll have a logical flow that's easy to follow.

Step 4: Start strong

Kick off your executive summary with a captivating opening statement. Make it concise, engaging, and impactful to hook the reader and make them want to keep reading.

Step 5: Summarize objectives and methodology

Give a brief overview of the document's objectives and the methodology used to achieve them. This sets the context and helps the reader understand the approach taken.

Step 6: Highlight key findings

Summarize the main findings, conclusions, or results. Focus on the juiciest and most relevant points that support the document's purpose. Keep it clear and concise to get the message across effectively.

Step 7: Present key recommendations

Outline the important recommendations or proposed actions based on the findings. Clearly state what needs to be done, why it matters, and how it aligns with the document's objectives. Make those recommendations actionable and realistic.

Step 8: Keep it snappy

Remember, an executive summary should be short and sweet. Skip unnecessary details, jargon, or technical language . Use straightforward language that hits the mark.

Step 9: Review and polish

Once you've written the executive summary, give it a careful review for clarity, coherence, and accuracy. Make sure it captures the essence of the full document and represents its content faithfully. Take the extra step to edit out any fluff or repetition.

Step 10: Dress to impress

Consider formatting and presentation. Use headings, bullet points, and formatting styles to make it visually appealing and easy to skim. If it makes sense, include some graphs, charts, or visuals to highlight key points.

Tips for writing an effective executive summary

  • Adapt your language and tone to suit your audience.
  • Keep things concise and crystal clear—say no to jargon.
  • Focus on the most important info that packs a punch.
  • Give enough context without overwhelming your reader.
  • Use strong and persuasive language to make your recommendations shine.
  • Make sure your executive summary makes sense even if the full document isn't read.
  • Proofread like a pro to catch any pesky grammar, spelling, or punctuation errors.

Executive summary template for business plans

Here's a general template for creating an executive summary specifically for business plans:

[Your Company Name]

[Business Plan Title]

Business overview

Provide a brief introduction to your company, including its name, location, industry, and mission statement . Describe your unique value proposition and what sets your business apart from competitors.

Market analysis

Summarize the key findings of your market research. Provide an overview of the target market, its size, growth potential, and relevant trends. Highlight your understanding of customer needs, preferences, and behaviors.

Product or service offering

Outline your core products or services, including their key features and benefits. Emphasize how your offerings address customer pain points and provide value. Highlight any unique selling points or competitive advantages.

Business model

Explain your business model and revenue generation strategy. Describe how you will generate revenue, the pricing structure, and any distribution channels or partnerships that contribute to your business's success.

Marketing and sales strategy

Summarize your marketing and sales approach. Highlight the key tactics and channels you will use to reach and attract customers. Discuss your promotional strategies, pricing strategies, and customer acquisition plans.

Management team

Introduce the key members of your management team and their relevant experience. Highlight their expertise and how it positions the team to execute the business plan successfully. Include any notable advisors or board members.

Financial projections

Summarize your financial projections, including revenue forecasts, expected expenses, and projected profitability. Highlight any key financial metrics or milestones. Briefly mention your funding needs, if applicable.

Funding requirements

If seeking funding, outline your funding requirements, including the amount needed, its purpose, and the potential sources of funding you are considering. Summarize the expected return on investment for potential investors.

Reiterate the vision and potential of your business. Summarize the key points of your business plan, emphasizing its viability, market potential, and the expertise of your team. Convey confidence in the success of your venture.

Note: Keep the executive summary concise and focused, typically within one to two pages. Use clear and compelling language, emphasizing the unique aspects of your business. Tailor the template to suit your specific business plan, adjusting sections and details accordingly.

Remember, the executive summary serves as an introduction to your business plan and should pique the reader's interest, conveying the value and potential of your business in a concise and persuasive manner.

Executive summary examples

Every executive summary will be unique to the organization's goals, vision, and brand identity. We put together two general examples of executive summaries to spark your creativity and offer some inspiration. 

These are not intended to be used as-is but more to offer ideas for how you may want to put your own executive summary together. Be sure to personalize your own summary with specific statistics and relevant data points to make the most impact.

Example 1: executive summary for a communications business plan

Introduction:

We're thrilled to present our innovative [insert product] that aims to revolutionize the way people connect and engage. Our vision is to empower individuals and businesses with seamless communication solutions that break barriers and foster meaningful connections.

Market opportunity:

The communications industry is evolving rapidly, and we've identified a significant opportunity in the market. With the proliferation of remote work, the need for reliable and efficient communication tools has skyrocketed. Our extensive market research indicates a demand for solutions that prioritize user experience, security, and flexibility.

Product offering:

At [Company Name], we've developed a suite of cutting-edge communication tools designed to meet the diverse needs of our customers. Our flagship product is a unified communication platform that integrates voice, video, messaging, and collaboration features into a seamless user experience. We also offer customizable solutions for businesses of all sizes, catering to their unique communication requirements.

Unique value proposition:

What sets us apart from the competition? Our user-centric approach and commitment to innovation. We prioritize user experience by creating intuitive interfaces and seamless interactions. Our solutions are scalable, adaptable, and designed to keep up with evolving technological trends. By combining ease of use with advanced features, we deliver unparalleled value to our customers.

Target market:

Our primary focus is on small and medium-sized businesses (SMBs) that require efficient and cost-effective communication tools. We also cater to individuals, remote teams, and larger enterprises seeking reliable and secure communication solutions. Our target market encompasses industries such as technology, finance, healthcare, and professional services.

Business model:

To generate revenue, we employ a subscription-based business model. Customers can choose from different plans tailored to their specific needs, paying a monthly or annual fee. We also offer additional services such as customization, integration, and customer support, creating additional revenue streams and fostering long-term customer relationships.

Marketing and sales strategy:

Our marketing strategy centers around building brand awareness through targeted digital campaigns, content marketing, and strategic partnerships. We'll leverage social media, industry influencers, and online communities to reach our target audience. Additionally, our sales team will engage in proactive outreach, nurturing leads and providing personalized consultations to convert prospects into loyal customers.

Team and expertise:

Our team is composed of experienced professionals with a deep understanding of the communications industry. Led by our visionary founder and supported by a skilled and diverse team, we have the expertise to drive innovation, develop robust products, and deliver exceptional customer service. We're passionate about our mission and dedicated to making a lasting impact in the market.

Financial projections:

Based on extensive market research and financial analysis, we anticipate strong growth and profitability. Our financial projections indicate steady revenue streams, with increasing customer adoption and market share. We're committed to managing costs effectively, optimizing our resources, and continuously reinvesting in research and development.

Funding requirements:

To fuel our ambitious growth plans and accelerate product development, we're seeking [funding amount] in funding. These funds will be allocated towards expanding our team, scaling our infrastructure, marketing efforts, and ongoing product innovation. We believe this investment will position us for success and solidify our market presence.

Conclusion:

In summary, [Company Name] is poised to disrupt the communications industry with our innovative solutions and customer-centric approach. We're ready to make a positive impact by empowering individuals and businesses to communicate effectively and effortlessly. Join us on this exciting journey as we redefine the future of communication. Together, we'll shape a connected world like never before.

Example 2: executive summary for a project proposal

[Project Name]

[Project Proposal Date]

Hello! We're thrilled to present our project proposal for [Project Name]. This executive summary will provide you with a high-level overview of the project, its objectives, and the value it brings.

Project overview:

Our project aims to [describe the project's purpose and scope]. It's a response to [identify the problem or opportunity] and has the potential to bring significant benefits to [stakeholders or target audience]. Through meticulous planning and execution, we're confident in our ability to achieve the desired outcomes.

Objectives:

The primary goal of our project is to [state the overarching objective]. In addition, we have specific objectives such as [list specific objectives]. By accomplishing these goals, we'll create a positive impact and drive meaningful change.

Our proposed approach for this project is based on a thorough analysis of the situation and best practices. We'll adopt a structured methodology that includes [describe the key project phases or activities]. This approach ensures efficient utilization of resources and maximizes project outcomes.

The benefits of this project are truly exciting. Through its implementation, we anticipate [describe the anticipated benefits or outcomes]. These benefits include [list specific benefits], which will have a lasting and positive effect on [stakeholders or target audience].

Implementation timeline:

We've devised a comprehensive timeline to guide the project from initiation to completion. The project is divided into distinct phases, with well-defined milestones and deliverables. Our timeline ensures that tasks are executed in a timely manner, allowing us to stay on track and deliver results.

Resource requirements:

To successfully execute this project, we've identified the key resources needed. This includes [list the resources required, such as human resources, technology, equipment, and funding]. We're confident in our ability to secure the necessary resources and allocate them effectively to ensure project success.

A project of this nature requires a well-planned budget. Based on our analysis, we've estimated the required funding to be [state the budget amount]. This budget encompasses all project-related costs and aligns with the anticipated benefits and outcomes.

Our project proposal is an exciting opportunity to address [the problem or opportunity] and create tangible value for [stakeholders or target audience]. With a clear vision, defined objectives, and a robust implementation plan, we're ready to embark on this journey. Join us as we bring this project to life and make a lasting impact. 

person-holding-one-sheet-executive-summary-example

Is an executive summary the same as a project plan?

While both are important components of project management and documentation , they serve different purposes and contain distinct information.

An executive summary, as discussed earlier, is a concise overview of a longer document or report. It provides a snapshot of the key points, findings, and recommendations. It focuses on high-level information and aims to provide an overview of the document's purpose, methodology, findings, and recommendations.

On the other hand, a project plan is a detailed document that outlines the specific activities, tasks, timelines, resources, and milestones associated with a project. It serves as a roadmap for project execution, providing a comprehensive understanding of how the project will be carried out.

A project plan typically includes objectives, scope, deliverables, schedule, budget, resource allocation, risk management, and communication strategies. It is intended for project team members, stakeholders, and those directly involved in the execution.

In summary, an executive summary offers a condensed overview of a document's key points, while a project plan provides a comprehensive and detailed roadmap for executing a project.

Executive summaries vs. abstracts

An executive summary is not the same as an abstract. Executive summaries focus on the main points of a proposal. They highlight when and why a reader should invest in the company or project.

An abstract, on the other hand, concentrates on what the business does and its marketing plan. It typically doesn’t include detailed information about finances.

While it is usually compelling, it’s less of an elevator pitch and more of a summary. The goal of an abstract is to inform, not to persuade. On the other hand, the goal of an executive summary is to give readers who are pressed for time just enough information that they’ll want to look further into your proposition.

When do you use an executive summary?

An executive summary is used in various situations where there is a need to present a condensed overview of a longer document or report. Here are some common instances when an executive summary is used:

  • Business proposals: When submitting a business proposal to potential investors, partners, or stakeholders, an executive summary is often included. It provides a concise overview of the proposal, highlighting the key aspects such as the business idea, market analysis, competitive advantage, financial projections, and recommended actions.
  • Reports and research studies: Lengthy reports or research studies often include an executive summary at the beginning. This allows decision-makers, executives, or other stakeholders to quickly understand the purpose, methodology, findings, and recommendations of the report without going through the entire document.
  • Project updates: During the course of a project, project managers may prepare executive summaries to provide updates to stakeholders or higher-level management. These summaries give a brief overview of the project's progress, achievements, challenges, and upcoming milestones.
  • Strategic plans: When developing strategic plans for an organization, an executive summary is often included to provide an overview of the plan's goals, objectives, strategies, and key initiatives. It allows executives and stakeholders to grasp the essence of the strategic plan and its implications without reading the entire document.
  • Funding requests: When seeking funding for a project or venture, an executive summary is commonly used as part of the funding proposal. It provides a succinct summary of the project, highlighting its significance, potential impact, financial requirements, and expected outcomes.

In general, an executive summary is used whenever there is a need to communicate the main points, findings, and recommendations of a document concisely and efficiently to individuals who may not have the time or inclination to read the entire content. It serves as a valuable tool for understanding and facilitates quick decision-making.

5 ways project managers can use executive summaries

Project managers can use executive summaries in various ways to effectively communicate project updates, status reports, or proposals to stakeholders and higher-level management. Here are some ways project managers can use executive summaries:

  • Project status updates: Project managers can provide regular executive summaries to stakeholders and management to communicate the current status of the project. The summary should include key achievements, milestones reached, challenges encountered, and any adjustments to the project plan. It allows stakeholders to quickly grasp the project's progress and make informed decisions or provide guidance as needed.
  • Project proposals: When pitching a project idea or seeking approval for a new project, project managers can prepare an executive summary to present the essential aspects of the project. The summary should outline the project's objectives, scope, anticipated benefits, resource requirements, estimated timeline, and potential risks. It helps decision-makers understand the project's value and make an informed choice about its initiation.
  • Project closure reports: At the end of a project, project managers can prepare an executive summary as part of the project closure report. The summary should highlight the project's overall success, key deliverables achieved, lessons learned, and recommendations for future projects. It provides a concise overview of the project's outcomes and acts as a valuable reference for future initiatives.
  • Steering committee meetings: When project managers present updates or seek guidance from a steering committee or governance board, an executive summary can be an effective tool. The summary should cover the important aspects of the project, such as progress, issues, risks, and upcoming milestones. It ensures that decision-makers are well-informed about the project's status and can provide relevant guidance or support.
  • Change requests: When submitting a change request for a project, project managers can include an executive summary to summarize the proposed change, its impact on the project, potential risks, and benefits. It helps stakeholders and decision-makers quickly assess the change request and make informed decisions about its implementation.

Using executive summaries, project managers can efficiently communicate project-related information to stakeholders, executives, and decision-makers. The summaries provide a concise overview of the project's status, proposals, or closure reports, allowing stakeholders to quickly understand the key points and take appropriate action.

When should you not use an executive summary?

While executive summaries are widely used in many situations, there are some cases where they may not be necessary or suitable. Here are a few scenarios where an executive summary may not be appropriate, along with alternative approaches:

  • Highly technical documents: If the document contains highly technical or specialized information that requires a detailed understanding, an executive summary alone may not be sufficient. In such cases, it is better to provide the complete document and supplement it with explanatory materials, presentations , or meetings where experts can explain and discuss the technical details.
  • Personal or creative writing: Executive summaries are typically used for informational or analytical documents. If the content is more personal in nature, such as a memoir, novel, or creative piece, an executive summary may not be relevant. Instead, focus on providing an engaging introduction or book blurb that entices readers and conveys the essence of the work.
  • Short documents: If the document itself is already concise and can be easily read in its entirety, an executive summary may be redundant. In these cases, it is more effective to present the complete document without an additional summary.
  • Interactive presentations: In situations where you can present information interactively, such as in meetings, workshops, or conferences, it may be more effective to engage the audience directly rather than relying solely on an executive summary. Use visual aids, demonstrations, discussions, and Q&A sessions to convey the necessary information and capture the audience's attention.

Final thoughts on writing a compelling executive summary

An executive summary isn’t the kitchen sink — it’s the bells and whistles. Geared toward busy decision-makers, these one-pagers communicate your case for action and proposed solutions. When it’s written well, your audience will walk away with an understanding of what needs to be done, why it needs to happen, and why they should help it move forward. 

But writing it well doesn’t just mean spell-checking. It means tailoring your communication to an influential, yet busy and distracted audience. To be effective, you’ll need to write your proposal with empathy and an understanding of what matters to them .

See how BetterUp works - Watch Demo

Allaya Cooks-Campbell

BetterUp Associate Learning Experience Designer

How to write a LinkedIn summary that impresses recruiters

Executive development is personalized to leaders everywhere, 12 resume objective examples and tips for writing one, executive presence: what is it, why you need it and how to get it, 5 reasons hr leaders benefit from the betterup + workday partnership, how stanford executive education embraces vulnerability as a form of resilience, how to write a letter of recommendation (with examples), unlock your potential and level up your career with executive coaching, writing a resignation letter that’s effective and professional, similar articles, how to create a scope of work in 8 steps, increase your employee retention rate (and prevent turnover), what’s a project scope, and how do you write one, how the minto pyramid principle can enhance your communication skills, how to make decisions like a multi-billion dollar corporation, cv versus resume demystify the differences once and for all, writing an elevator pitch about yourself: a how-to plus tips, how to write a memo: 8 steps with examples, stay connected with betterup, get our newsletter, event invites, plus product insights and research..

3100 E 5th Street, Suite 350 Austin, TX 78702

  • Platform Overview
  • Integrations
  • Powered by AI
  • BetterUp Lead
  • BetterUp Manage™
  • BetterUp Care™
  • Sales Performance
  • Diversity & Inclusion
  • Case Studies
  • Why BetterUp?
  • Career Coaching
  • Communication Coaching
  • Life Coaching
  • News and Press
  • Leadership Team
  • Become a BetterUp Coach
  • BetterUp Labs
  • Center for Purpose & Performance
  • What is coaching?
  • Leadership Training
  • Business Coaching
  • Contact Support
  • Contact Sales
  • Privacy Policy
  • Acceptable Use Policy
  • Trust & Security
  • Cookie Preferences

How to Write an Executive Summary for a Report: Step By Step Guide with Examples

how to write an executive summary for an it project

Table of contents

So you have finally written a great comprehensive business report that took you weeks to create. You have included all the data from the different departments, compared it, done the analysis, made forecasts, and provided solutions to specific problems.

There is just one problem – the key stakeholders in the company don’t have enough time to go through the whole report.

Since the data and the KPIs that you included in the report are necessary for quality decision-making, you can see why this can become a huge issue.

Luckily, there is a way to present all of your key findings and not take too much of their time. This is done through executive summaries.

An executive summary is exactly what the name suggests – a summary. It is essentially a quick overview of all the most important metrics in the report. The purpose of this summary is to bring the attention of the highest-ranking members in the company to the most important KPIs that they will consider when making decisions.

While an executive summary is a rather short section, it doesn’t mean that it’s easy to write. You will have to pay extra attention to every single sentence in order to avoid unnecessary information.

Do you want to learn how to create an informative executive summary? This guide will show you all you need to know.

What Is an Executive Report?

What is an executive summary in a report, how long should an executive summary be, who is the audience of an executive summary, what should be included in an executive summary report, how to write an executive summary report, common mistakes to avoid when writing executive summaries, executive report examples, executive summary templates, create executive reports in databox.

marketing_overview_hubspot_ga_dashboard_databox

Executive reports are used for keeping senior managers updated on the latest and most significant activities in the company. These reports have to be concise and accurate since they will have a huge impact on the most important business-related decisions.

Working for any sort of company requires writing different types of reports such as financial reports , marketing reports , sales reports , internal reports, and more.

What all of these reports have in common is that they are very comprehensive and typically require a lot of time to go through them –way too much time, if you ask busy managers.

They include a wealthy amount of data and a bunch of different metrics which are more useful for a particular team in the company. However, the highest-ranking members tend to be more focused on only the most essential KPIs that they need for making future decisions and strategies.

This is why executive reports come in handy. They are usually only a few pages long and they include only the most relevant details and data that incurred in a specific period.

An executive summary is the brief overview section included in a long report or document. This part of the report primarily focuses on the key topics and most important data within it. It can include an overall business goal of the company or short-term strategic objectives.

This summary is primarily useful for C-level managers who don’t have time to read the whole report but want to have an insight into the main KPIs and latest business performances.

Bank officials also may use executive summaries since it’s the quickest way for them to estimate whether your company represents a good investment opportunity.

Depending on your company’s practice, executive summaries can either be placed at the beginning of the report or as a formal section in the table of contents. 

The length of the summary depends on the type of report, but it is typically one or two pages long.

To know whether you have written a good executive summary, you can ask yourself, “Are the stakeholders going to have all the information they need to make decisions?”

If the answer is yes, you have done a good job.

There is no strict rule about how long executive summaries should be. Each company is unique which means the length will always vary. In most cases, it will depend on the size of the report/business plan.

However, a universal consensus is that it should be anywhere from one to four pages long or five to ten percent of the length of the report.

This is typically more than enough space to summarize the story behind the data and provide your stakeholders with the most important KPIs for future decision-making.

The people most interested in reading the executive summary are typically the ones who don’t have time to read the whole report and want a quick overview of the most important data and information.

These include:

  • Project stakeholders – The individuals or organizations that are actively involved in a project with your company.
  • Management personnel (decision-makers) – The highest-ranking employees in your company (manager, partner, general partner, etc.)
  • Investors – As we said, this could be bank officials who want a quick recap of your company’s performance so they can make an easier investment decision.
  • Venture capitalists – Investors who provide capital in exchange for equity stakes.
  • C-level executives – The chief executives in your business.

Related : Reporting Strategy for Multiple Audiences: 6 Tips for Getting Started

The components of your executive summary depend on what is included in the overall larger document. Executive summary elements may also vary depending on the type of document (business plan, project, report, etc.), but there are several components that are considered universal.

These are the main elements you should include:

Methods of analyzing the problem

Solutions to the problem, the ‘why now’ segment, well-defined conclusion.

The purpose of the summary should typically be included in the introduction as an opening statement. Explain what you aim to achieve with the document and communicate the value of your desired objective.

This part is supposed to grab your reader’s attention, so make sure they pay extra attention when writing it.

Problems are an unavoidable element in modern-day businesses, even in the most successful companies.

The second thing your executive summary needs to outline is what specific problem you are dealing with. It could be anything from product plans and customer feedback to sales revenue and marketing strategies.

Define the problems clearly so all the members know which areas need fixing.

Problem analysis methods are key for identifying the causes of the issue.

While figuring out the problems and the methods to solve them is immensely important, you shouldn’t overlook the things that caused them. This will help you from avoiding similar issues in the future.

Now that you’ve introduced the stakeholders to the problems, it’s time to move on to your solutions. Think of a few different ways that could solve the issue and include as many details as you can.

This is one of the most important parts of your executive summary.

The ‘Why Now’ segment showcases why the problem needs to be solved in a timely manner. You don’t want the readers to get the impression that there is plenty of time to fix the issue.

By displaying urgency in your summary, your report will have a much bigger impact.

One of the ways to display urgency visually is by adding performance benchmarks to your report. In case your business is not performing well as other companies within your industry, only one image showcasing which metrics are below the median could make a compelling case for the reader.

High churn example

For example, if you have discovered that your churn rate is much higher than for an average SaaS company, this may be a good indication that you have issues with poor customer service, poor marketing, pricing issues, potentially outdated product features, etc.

Benchmark Your Performance Against Hundreds of Companies Just Like Yours

Viewing benchmark data can be enlightening, but seeing where your company’s efforts rank against those benchmarks can be game-changing. 

Browse Databox’s open Benchmark Groups and join ones relevant to your business to get free and instant performance benchmarks. 

Lastly, you should end your executive summary with a well-defined conclusion.

Make sure to include a recap of the problems, solutions, and the overall most important KPIs from the document.

Okay, so you understand the basics of executive summaries and why they are so important. However, you still aren’t sure how to write one.

Don’t worry.

Here are some of the best practices you can use to create amazing executive summaries that will impress your key stakeholders and high-ranking members.

Write it Last

Grab their attention, use appropriate language, talk strategy, include forecasts, highlight funding needs, make it short.

The most natural way to write your executive summary is by writing it at the end of your report/business plan.

This is because you will already have gone through all the most important information and data that should later be included.

A good suggestion is to take notes of all the significant KPIs that you think should be incorporated in the summary, it will make it easier for you to later categorize the data and you will have a clearer overview of the key parts of the report.

You may think that you already know which data you are going to include, but once you wrap up your report, you will probably run into certain things that you forgot to implement. It’s much easier to create an executive summary with all the data segmented in one place, than to rewrite it later.

While your primary goal when creating the executive summary is to make it informative, you also have to grab the attention of your readers so that you can motivate them to read the rest of the document.

Once they finish reading the last few sentences of the summary, the audience should be looking forward to checking out the remanding parts to get the full story.

If you are having trouble with finding ways to capture the reader’s attention, you can ask some of your colleagues from the sales department to lend a hand. After all, that’s their specialty.

One more important element is the type of language you use in the summary. Keep in mind who will be reading the summary, your language should be adjusted to a group of executives.

Make the summary understandable and avoid using complicated terms that may cause confusion, your goal is to feed the stakeholders with important information that will affect their decision-making.

This doesn’t only refer to the words that you use, the way in which you provide explanation should also be taken into consideration. People reading the report should be able to easily and quickly understand the main pain points that you highlighted.

You should have a specific part in your executive summary where you will focus on future strategies. This part should include information regarding your project, target market, program, and the problems that you think should be solved as soon as possible.

Also, you should provide some useful insights into the overall industry or field that your business operates in. Showcase some of the competitive advantages of your company and specific marketing insights that you think the readers would find interesting.

Related : What Is Strategic Reporting? 4 Report Examples to Get Inspiration From

Make one of the sections revolve around financial and sales forecasts for the next 1-3 years. Provide details of your breakeven points, such as where the expenses/revenues are equal and when you expect certain profits from your strategies.

This practice is mainly useful for business plans, but the same principle can be applied to reports. You can include predictions on how your overall objectives and goals will bring profit to the company.

Related : How Lone Fir Creative Uses Databox to Forecast, Set, & Achieve Agency & Client Goals

Don’t forget to talk about the funding needs for your projects since there is a high chance that investors will find their way to the executive summary as well.

You can even use a quotation from an influential figure that supports your upcoming projects. Include the costs that will incur but also provide profitability predictions that will persuade the investors to fund your projects.

While your report should include all of the most important metrics and data, aim for maximum conciseness.

Don’t include any information that may be abundant and try to keep the executive summary as short as possible. Creating a summary that takes up dozens of pages will lose its original purpose.

With a concise summary and clear communication of your messages, your readers will have an easy time understanding your thoughts and then take them into consideration.

Also, one last tip is to use a positive tone throughout the summary. You want your report to exude confidence and reassure the readers.

PRO TIP: How Well Are Your Marketing KPIs Performing?

Like most marketers and marketing managers, you want to know how well your efforts are translating into results each month. How much traffic and new contact conversions do you get? How many new contacts do you get from organic sessions? How are your email campaigns performing? How well are your landing pages converting? You might have to scramble to put all of this together in a single report, but now you can have it all at your fingertips in a single Databox dashboard.

Our Marketing Overview Dashboard includes data from Google Analytics 4 and HubSpot Marketing with key performance metrics like:

  • Sessions . The number of sessions can tell you how many times people are returning to your website. Obviously, the higher the better.
  • New Contacts from Sessions . How well is your campaign driving new contacts and customers?
  • Marketing Performance KPIs . Tracking the number of MQLs, SQLs, New Contacts and similar will help you identify how your marketing efforts contribute to sales.
  • Email Performance . Measure the success of your email campaigns from HubSpot. Keep an eye on your most important email marketing metrics such as number of sent emails, number of opened emails, open rate, email click-through rate, and more.
  • Blog Posts and Landing Pages . How many people have viewed your blog recently? How well are your landing pages performing?

Now you can benefit from the experience of our Google Analytics and HubSpot Marketing experts, who have put together a plug-and-play Databox template that contains all the essential metrics for monitoring your leads. It’s simple to implement and start using as a standalone dashboard or in marketing reports, and best of all, it’s free!

marketing_overview_hubspot_ga_dashboard_preview

You can easily set it up in just a few clicks – no coding required.

To set up the dashboard, follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your HubSpot and Google Analytics 4 accounts with Databox. 

Step 3: Watch your dashboard populate in seconds.

No one expects you to become an expert executive summary writer overnight. Learning how to create great and meaningful summaries will inevitably take some time.

With the above-mentioned best practices in mind, you should also pay attention to avoiding certain mistakes that could reduce the value of your summaries.

Here are some examples.

Don’t use jargon

Avoid going into details, the summary should be able to stand alone, don’t forget to proofread.

From project stakeholders to C-level executives, everyone should be able to easily understand and read the information you gather in your summary.

Keep in mind, you are probably much more familiar with some of the technical terms that your departments use since you are closer to the daily work and individual tasks than your stakeholders.

Read your summary once again after you finish it to make sure there are no jargons you forgot to elaborate on.

Remember, your summary should be as short as possible, but still include all the key metrics and KPIs. There is no reason to go into details of specific projects, due dates, department performances, etc.

When creating the summary, ask yourself twice whether the information you included truly needs to be there.

Of course, there are certain details that bring value to the summary, but learn how to categorize the useful ones from the unnecessary ones.

While you will know your way around the project, that doesn’t apply to the readers.

After wrapping up the summary, go over it once again to see whether it can stand on its own. This means checking out if there is any sort of context that the readers will need in order to understand the summary.

If the answer is yes, you will have to redo the parts that can’t be understood by first-time readers.

Your executive summary is prone to changes, so making a typo isn’t the end of the world, you can always go back and fix it.

However, it’s not a bad idea to ask one of your colleagues to proofread it as well, just so you have an additional set of eyes.

Using reporting tools such as dashboards for executive reports can provide you with a birds-eye view of your company’s most important KPIs and data.

These dashboards work as visualization tools that will make all the important metrics much more understandable to your internal stakeholders.

Since executive reports on their own don’t include any visual elements such as graphs or charts, these dashboards basically grant them superpowers.

Executive reporting dashboards also make the decision-making process easier since there won’t be any misunderstandings regarding the meaning of the data.

Not only will you be able to gather the data in real-time, but you can also connect different sources onto the dashboard can use the visuals for performance comparisons.

Interested in giving executive report dashboards a try? Let’s check out some of the best examples.

Marketing Performance Dashboard

Customer support performance dashboard, financial overview dashboard, saas management dashboard, sales kpi dashboard.

To stay on top of your key user acquisition metrics, such as visit to leads conversion rates, email traffic, blog traffic, and more, you can use this Marketing Performance Dashboard .

You can pull in data from advanced tools such as HubSpot Marketing and Google Analytics to get a full overview of how your website generates leads.

Some of the things you will learn through this dashboard are:

  • Which traffic sources are generating the most amount of leads
  • How to track which number of users are new to your website
  • How to compare the traffic you are getting from your email with blog traffic
  • How to stay on top of lead generation goals each month
  • How to be sure that your marketing activities are paying off

The key metrics included are bounce rate, new users, page/session, pageview, and average session duration.

Marketing Performance Dashboard

You can use the Customer Support Performance Dashboard to track the overall performance of your customer service and check out how efficient individual agents are.

This simple and customizable dashboard will help you stay in touch with new conversation numbers, open/closed conversations by teammates, number of leads, and much more.

Also, you will get the answers to questions such as:

  • How many new conversations did my customer support agents deal with yesterday/last week/last month?
  • How many conversations are currently in progress?
  • In which way are customer conversations tagged on Intercom?
  • How to track the number of leads that the support team is generating?
  • What is the best way to measure the performance of my customer support team?

Some of the key metrics are leads, open conversations, new conversations, tags by tag name, closed conversations, and more.

Customer Support Performance Dashboard

Want to know how much income your business generated last month? How to measure the financial health of your business? How about figuring out the best way to track credit card purchases?

You can track all of these things and more by using the Financial Overview Dashboard .

This free customizable dashboard will help you gain an insight into all of your business’s financial operations, cash flow, bank accounts, sales, expenses, and plenty more.

Understanding your company from a financial standpoint is one of the most important ingredients of good decision-making.

With key metrics such as gross profit, net income, open invoices, total expenses, and dozens more – all gathered in one financial reporting software , you will have no problems staying on top of your financial activities.

Financial Overview Dashboard

Use this SaaS Management Dashboard to have a clear overview of your business’s KPIs in real-time. This customizable dashboard will help you stay competitive in the SaaS industry by providing you with comprehensive data that can you can visualize, making it more understandable.

You will be able to:

  • See how your company is growing on an annual basis
  • Have a detailed outline of your weakest and strongest months
  • Determine which strategies are most efficient in driving revenue

The key metrics included in this dashboard are recurring revenue, churn by type, MRR changes, and customer changes.

SaaS Management Dashboard

Do you want to monitor your sales team’s output and outcomes? Interested in tracking average deal sizes, number of won deals, new deals created, and more?

This Sales KPI Dashboard can help you do just that.

It serves as a perfect tool for sales managers that are looking for the best way to create detailed overviews of their performances. It also helps achieve sales manager goals for the pre-set time periods.

By connecting your HubSpot account to this customizable dashboard, you can learn:

  • What’s the average deal size
  • The number of open, closed, and lost deals each month
  • How much revenue you can expect from the new deals
  • How your business is progressing towards the overall sales goals

Sales KPI Dashboard

Although you probably understand what your executive summary should include by now, you may still need a bit of help with creating a clear outline to follow.

We thought about that too. Here are some template examples that will help you create executive summaries for different kinds of business needs.

Here is an executive summary template for a business plan:

  • [Company profile (with relevant history)]
  • [Company contact details]
  • [Description of products and/or services]
  • [Unique proposition]
  • [Competitive advantage]
  • [Intellectual property]
  • [Development status]
  • [Market opportunity]
  • [Target market]
  • [Competitors]
  • [Funding needs]
  • [Potential price of goods]
  • [Projected profit margins for year one and two]
  • [Summarize main points]

Executive summary template for marketing plan:

  • [Product description]
  • [Unique customer characteristics]
  • [Customer spending habits]
  • [Relationship to product]
  • [Access channels]
  • [Value and credibility of product]
  • [Product competitive advantage]
  • [Creative outlook]
  • [Goal statement]
  • [Forecasted cost]
  • [Next week]
  • [Next month]

Executive summary template for a research report

  • [Project topic]
  • [Name | Date]
  • [Report introduction]
  • [Background]
  • [Research methods]
  • [Conclusions]
  • [Recommendations]

Executive summary template for project executive

  • [Project name]
  • [Program name]
  • [Project lead]
  • [Prepared by]
  • [Project milestones]
  • [Status overviews]
  • [New requests]
  • [Issues summary]
  • [Project notes]

For the longest time, writing executive reports has been seen as a grueling and time-consuming process that will require many sleepless nights to get the job done right.

While there is plenty of truth to this, modern automated reporting software has revolutionized these writing nightmares.

Databox is one of those tools.

With Databox, you will be able to connect data from multiple sources into one comprehensive dashboard. Also, you are going to gain access to different types of charts and graphs that you can use for data visualization and make the report much more understandable to the readers.

Using a modernized tool like Databox will provide you with a faster, more accurate, and more efficient reporting process.

This advanced software allows you easily create your own customizable reports that can be adjusted in real-time as soon as new data emerges.

Who says executive reporting has to be a tedious process? Sign up for our free trial and see how easy creating executive reports can be. 

Share on Twitter

Get practical strategies that drive consistent growth

8 Best Reporting Tools in 2024

How to do an seo competitive analysis: a step-by-step guide.

' src=

How to Write Data Analysis Reports in 9 Easy Steps

how to write an executive summary for an it project

Build your first dashboard in 5 minutes or less

Latest from our blog

  • 23 Ways to Improve Your Landing Page Conversion Rates February 22, 2024
  • How to Create an Analytical Report: 9 Best Practices February 22, 2024
  • Metrics & KPIs
  • vs. Tableau
  • vs. Looker Studio
  • vs. Klipfolio
  • vs. Power BI
  • vs. Whatagraph
  • vs. AgencyAnalytics
  • Product & Engineering
  • Inside Databox
  • Terms of Service
  • Privacy Policy
  • We're Hiring!
  • Help Center
  • API Documentation

Pledge 1%

Grad Coach

How To Write A High-Impact Executive Summary

By Derek Jansen | January 2018

exec summary is your first impression

In this post, I’ll deconstruct the often-misunderstood executive summary and show you how to develop a high-impact executive summary for your assignment, research report or even your dissertation or thesis.

So, what is an executive summary?

An executive summary (sometimes called an abstract ) is quite simply a summary of summaries. In other words, an executive summary provides a concise summary of each of your assignment or report chapters/sections . More specifically, it should communicate the key points/insights/findings/suggestions from the following chapters:

  • Introduction
  • Recommendations
  • Implementation (if applicable)
  • Reflection (if applicable)

I’ll discuss which key points from each section need to be addressed a bit later. On a separate note – if you’re writing an executive summary for a dissertation or thesis, all of the concepts described in this post will still apply to you, however, you’ll include an additional paragraph about your methodology, and you’ll likely spend more word count discussing your analysis findings.

The 4 Important Attributes Of An Exec Summary

Before I discuss what goes into the executive summary, let’s quickly look at 4 attributes that make for a strong executive summary:

#1 – It should be able to stand alone.

The executive summary should be able to stand independently as an informative document . In other words, the reader should be able to grasp your broad argument without having to read the full document. Further reading should be purely for attaining more detail. Simply put, the executive summary should be a “Mini-Me” of the assignment.

This independence means that anything you write in the executive summary will need to be re-stated in the body of your assignment. A common mistake that students make is to introduce key points in the executive summary and then not discuss them again in the document – accordingly, the marker must view the main document as missing these key points. Simply put – make sure you discuss key points in both the executive summary and the main body . It will feel repetitive at times – this is normal.

Henley MBA Help

#2 – It should be written for the intelligent layman.

When crafting your executive summary, its useful to keep the intelligent layman front of mind. What I mean by this is that you should write your summary assuming that your reader (i.e. the marker) will be intelligent but won’t be familiar with your topic and/or industry. This means that you should explain any technical concepts, avoid jargon and explain acronyms before using them.

#3 – It should be concise.

Typically, your executive summary should be a one-pager (one and a half pages at worst). To summarise a 3000 – 5000-word document into one page is no easy task, so you’ll need to:

  • Present only the most important information (key insights, recommendations, etc).
  • Write concisely – i.e. with brevity and completeness.

To the first point, I’ll explain what the “most important” information is for each chapter shortly. To the second point (writing concisely), there are various ways to do this, including:

  • Using simple, straightforward language.
  • Using the active voice.
  • Removing bloaty adverbs and adjectives.
  • Reducing prepositional phrases.
  • Avoiding noun strings.

Does this sound like gibberish to you? Don’t worry! The Writing Center at the University of Wisconson-Madison provides a practical guide to writing more concisely, which you can download here.

On a related note, you typically would not include headings, citations or bulleted/numbered lists in your executive summary. These visual components tend to use a lot of space, which comes at a premium, as you know.

#4 – It should be written last.

Given that your executive summary is a summary of summaries, it needs to be written last , only once you’ve identified all your key insights, recommendations and so on. This probably sounds obvious, but many students start writing the summary first (potentially because of its position in the document) and then end up re-writing it multiple times, or they don’t rewrite it and consequently end up with an executive summary which is misaligned with the main document.

Simply put, you should leave this section until everything else is completed. Once your core body content is completed, you should read through the entire document again and create a bullet-point list of all the key points . From this list, you should then craft your executive summary . The approach will also help you identify gaps, contradictions and misalignments in your main document.

Dissertation Coaching

So, what goes into an executive summary?

Right, let’s get into the meat of it and consider what exactly should go into your executive summary. As I’ve mentioned, you need to present only the absolutely key point points from each of your chapters, but what does this mean exactly?

Each chapter will typically take the form of 1 paragraph (with no headings) in your executive summary. So, 5 chapters means 5 paragraphs. Naturally, some will be longer than others (let this be informed by the mark allocation), but assuming one page contains 500 words, you’re aiming for roughly 100 words per paragraph (assuming a 5-paragraph structure). See why conciseness is key!

Now, let’s look at what the key points are for each chapter in the case of a typical MBA assignment or report. In the case of a dissertation or thesis, the paragraph structure would still mimic the chapter structure – you’d just have more chapters, and therefore, more paragraphs.

Paragraph 1: Introduction

This paragraph should cover the following points:

  • A very brief explanation of the business (what does it do, for whom and where?).
  • Clear identification and explanation of the problem or opportunity that will be the focus of the assignment/report.
  • A clear statement of the purpose of the assignment (i.e. what research questions will you seek to answer?).
  • Brief mention of what data sources were utilised (i.e. secondary research) and any fieldwork undertaken (i.e. primary research ).

In other words, your first paragraph should introduce the business, the problem/opportunity to be addressed, why it’s important, and how you approached your analysis. This paragraph should make it clear to the reader what the assignment is all about at a broad level. Here’s a practical example:

This assignment focuses on ABC Ltd, a XXX business based in XXX, which provides XXX to XXX customers. To date, the firm has relied almost exclusively on XXX marketing channel. Consequently, ABC Ltd has little understanding of consumer segments, wants, and needs. This marketing channel is now under regulatory threat due to XXX.  The core challenge, therefore, is that whilst ABC Ltd seeks to grow its market share, it has little understanding of its market characteristics or competitive set, and its sole marketing channel under regulatory threat. Accordingly, the objective of this assignment is XXX. The assignment draws on survey, interview, and industry data.

Paragraph 2: Analysis and findings

In this paragraph, you should discuss the following:

  • What exactly did you analyse? For example, you might have analysed the macro context (i.e. PESTLE analysis), followed by the meso (i.e. competitor or industry analysis) and then the micro (i.e. internal organisational analysis).
  • What were your key findings in relation to the purpose of the assignment? For example, you may have identified 4 potential causes of a problem and would then state them.

In other words, your second paragraph should concisely explain what you analysed and what your main findings were . An example of this:

Segmentation analysis, consisting of macro, industry and firm-level analyses, revealed a strong segmentation variable in the form of XXX, with distinct needs in each segment. Macro analysis revealed XXX, while industry and firm-level analyses suggested XXX. Subsequently, three potential target segments were established, namely XXX, XXX and XXX.  These were then evaluated using the Directional Policy Matrix, and the results indicated XXX.

From a presentation perspective, you might structure this section as:

  • Analysis 1, findings from analysis 1.
  • Analysis 2, findings from analysis 2.
  • Analysis 3, findings from analysis 3.

Importantly, you should only discuss the findings that are directly linked to the research questions (i.e. the purpose of the assignment) – don’t digress into interesting but less relevant findings. Given that the analysis chapter typically counts for a large proportion of marks, you could viably write 2-3 paragraphs for this. Be guided by the mark allocation.

Lastly, you should ensure that the findings you present here align well with the recommendations you’ll make in the next paragraph. Think about what your recommendations are, and, if necessary, reverse engineer this paragraph to create a strong link and logical flow from analysis to recommendations.

exec summary components

Paragraph 3: Recommendations

With the key findings from your analysis presented in the preceding paragraph, you should now discuss the following:

  • What are your key recommendations?
  • How do these solve the problems you found in your analysis?
  • Were there any further conclusions?

Simply put, this paragraph (or two) should present the main recommendations and justify their use (i.e. explain how they resolve the key issue). As mentioned before, it’s critically important that your recommendations tightly align with (and resolve) the key issues that you identified in the analysis. An example:

Based on the Directional Policy Matrix analysis, it is recommended that the firm target XXX segment, because of XXX. On this basis, a positioning of XXX is proposed, as this aligns with the segment’s key needs. Furthermore, a provisional high-level marketing mix is proposed. The key aspects of the marketing mix include XXX, XXX and XXX, as these align with the firm’s positioning of XXX. By adopting these recommendations, the key issue of XXX will be resolved.

Also, note that (typically) the tone changes from past to present tense when you get to the recommendations section.

Paragraph 4: Implementation

If your assignment brief requires an implementation/project plan-type section, this paragraph will typically include the following points:

  • Time requirements (how long will it take?)
  • People requirements (what skills are needed and where do you find them?)
  • Money requirements (what budget is required?)
  • How will the project or change be managed? (i.e. project management plan)
  • What risks exist and how will these be managed?

Depending on what level of detail is required by your assignment brief, you may need to present more, less or other details in this section. As always, be guided by the assignment brief.

A practical example:

A high-level implementation plan is proposed, including a stakeholder analysis, project plan and business case. Resource requirements are presented, detailing XXX, XXX and XXX requirements. A risk analysis is presented, revealing key risks including XXX, XXX and XXX. Risk management solutions are proposed, including XXX and XXX.  

how to write an executive summary for an it project

Paragraph 5: Reflection

As with the implementation chapter, the need for a reflection chapter/section will vary between assignments and universities. If your assignment has this requirement, it’s typically good to cover the following points:

  • What were your key learnings? What were your ah-ha moments?
  • What has changed in the real world as a consequence of these learnings? I.e. how has your actual behaviour and approach to “X” changed, if any?
  • What are the benefits and/or disadvantages of this change, if any?

This section is very personal, and so each person’s reflections will be different. Don’t take the above points as gospel.

Time to test it out.

Once you’ve written up your executive summary and feel confident that it’s in good shape, it’s time to test it out on an unsuspecting intelligent layman. This is a critically important step, since you, as the writer, are simply too close to the work to judge whether it all makes sense to a first-time reader. In fact, you are the least suitable person on the planet!

So, find someone who is not familiar with your assignment topic (and ideally, not familiar with your industry), and ask them to have a read through your executive summary. Friends and family will usually tell you its great, regardless of the quality, so you need to test them on their understanding. Do this by asking them to give the details back to you in their own words. Poke and prod – can they tell you what the key issues and recommendations were (in their own words!). You’ll quickly spot the gaps this way, and be able to flesh out any weak areas.

  Wrapping up.

In this post, I’ve discussed how to write the all too often undercooked executive summary. I’ve discussed some important attributes of a strong executive summary, as well as the contents that typically go into it. To recap on the key points:

The key attributes of a high-impact executive summary:

  • It should be able to stand alone.
  • It should be written for the intelligent layman.
  • It should be concise.
  • It should be written last.

The key contents of a high-impact executive summary:

Each paragraph should cover a chapter from the document. For example, In the case of a typical assignment, it would be something like:

  • Summary of the introduction chapter.
  • Summary of the analysis chapter.
  • Summary of the recommendations and/or conclusions chapter.
  • Depending – summary of the implementation and reflection.

Lastly, don’t forget to test out your executive summary on an unsuspecting layman or two. This is probably the most important step of them all!

If you have any questions or suggestions, we’d love to hear from you. Please get in touch here or leave a comment below.

You Might Also Like:

Quantitative results chapter in a dissertation

Thanks so much for your methodical process and explanation of Executive Summary. It is exactly what I was researching for.

Regards Saane

Derek Jansen

It’s a pleasure!

kemba franklyn

This was really helpful with how to structure my assignment.

Peter Neba

Thank you so much for the step by step process. It’s so helpful for beginners like me.

Anna H. Smith

Great! This post is very informative and gives clear guidance on to write an executive summary. Thanks very much for sharing this information, it’s very helpful.

Derek Jansen

Thanks for the feedback, Anna. Best of luck with your writing 🙂

Sheldon

Thank you for the great article, really helped explain what was needed.

Sandy

Great insight and tips . Thanks

Ruhi

Thank you so much for sharing this. It was exactly what I was looking for.

Thank you for your help

Submit a Comment Cancel reply

Your email address will not be published. Required fields are marked *

Save my name, email, and website in this browser for the next time I comment.

  • Print Friendly

How To Write an Effective Executive Summary to Yield Results

By Kate Eby | April 3, 2018

  • Share on Facebook
  • Share on Twitter
  • Share on LinkedIn

Link copied

In this article, you'll learn how to craft an organized, well written executive summary the next time you have to gain the attention of a time-strapped audience.

Included on this page, you’ll find information on how to write an executive summary that wins the proposal, how to format your executive summary , an executive summary checklist , and more. 

What Is the Purpose of the Executive Summary?

An executive summary should be clear and concise (typically one to two pages long) and present the main points in a formal tone. The purpose of an executive summary is to pique the reader’s curiosity by presenting facts from the larger piece of content it is summarizing.

The executive summary can be either a portion of a business document (a business plan, project proposal, or report) or long articles and documents common in research-driven communities and academia. When crafted correctly, the executive summary provides an overview of the information and objectives in the larger document. The executive summary stands alone from the content it summarizes, and should include the essential information, the recommendations, the findings, and the conclusion of the more extensive document.

The Benefits of a Well Written Executive Summary

A well planned, well written executive summary is a valuable tool because it prioritizes the reader’s time and reduces the effort required to learn the critical aspects of the content. The summary can convey the purpose of your business plan, project proposal, product launch presentation, or sales pitch to keep the reader engaged and reading further, or empowered to take action. Even if it is the only thing your audience reads, a strong executive summary creates value for the reader as a first impression. Use the executive summary to make a business case, support a position, or tell a story. The reader should know how the subject of your content impacts them, benefits their work, their company, or their projects after reading the executive summary.  

Various industries use executive summaries as a communication tool, including healthcare, education, government, technology, real estate, finance, law, the nonprofit sector, and more. One of the benefits of using an executive summary is that it is not exclusive to one type of communication. Executive summaries show up in a variety of use cases, including the following:

Business plans

Legal briefs

Product launch plans

College campus surveys

Market research reports

Environmental studies

Project proposals

Hospital planning and evaluation

How to Write an Executive Summary

Crafting a useful executive summary requires more than simply cutting and pasting vital information from the body of your report or proposal. The executive summary may be the only part of the report your target audience reads, so you should spend the time to make it valuable.

It doesn’t have to be an intimidating process, but before you begin writing, you should ask the following critical questions:

Who depends on the information? When you write the executive summary, decide who you are targeting and the critical information that audience needs. What do they need to know to make a decision? What would they already know? Do you have a specific customer you want to reach with your message or story? Writing the executive summary with that audience in mind will make it useful because the story you’re telling about your business, project, or proposal will resonate.

What is the objective? While it’s true that an executive summary recaps essential information from the body of the content it summarizes, that is its function, not its purpose. Write the summary to your intended audience and include the crucial information that supports your objective for creating the document. What do you need the reader to understand? Is the aim to recommend change based on the results of your research? What needs to happen for the project plan to succeed based on your proposal? Let your objectives determine the content and context of your summary.  

What are you recommending? Use the executive summary to draw conclusions and make recommendations to the reader. If your report presents the need for change, recommend the actions that the body of your document supports in the summary. State the benefits of your product or service, or the solutions you provide more detail on in the proposal. Ultimately, don’t make the reader work to find out what action they need to take: Make your recommendations clear in the executive summary.

How will you make an impression? The “executive” summary earned its name from the need to get the upper management’s attention. Executives did not have the time to read every word of every document. The summary had to make an impression because it might be the only part of the material that would be read. Regardless of its origins, the principle of using the summary to make an impression on the reader is sound, as that impression might encourage the reader to keep reading or take action. Consider how you shape the message, organize the sections of your summary, or present research to stand out in a brief space.

Executive Summary Checklist

After you answer these questions and begin writing your document, refer to the following checklist as you develop the executive summary.

Executive Summary Checklist

Download Executive Summary Checklist

What Is the Format of an Executive Summary?

Every executive summary intends to distill information to the reader upfront, so it is typically placed first in the document. (Sometimes it is a separate section of a formal business document listed in the table of contents.)

When used in a less formal manner, the executive summary is an opening paragraph, a separate one-page summary memo, or the first page of a report. For example, if your goal is to raise capital, use the executive summary like an investor profile that provides the reader the information necessary to land the meeting or get the funding, without further reading.

The format and length vary based on the purpose of the content that you are summarizing; there is no set structure to follow. Here are some formatting tips that you can use for any executive summary, regardless of the style:

Order of Appearance : Beyond the introduction, decide what sections of the summary are most important to the purpose of the document. Organize your subheadings or sections in that order. Use bullet points and plenty of spacing between the different parts of the summary to make the content more accessible to scanning eyes. By doing so, you naturally discard information better left to the body of the document, and you honor the reader’s time by prioritizing the message, recommendations, conclusions, or solutions in the longer document.  

How Much Is Too Much : Executive summaries vary in length based on the type of content they summarize or their purpose. Some recommend keeping the summary to a specific percentage of the overall document, while others advocate a set number of pages. Focus on keeping the summary brief but comprehensive, with the most important information available to the reader.

Audience Aim : The tone and language of the executive summary should match that of the target audience. Avoid using technical jargon that requires definitions, and present the information in an accessible manner based on the knowledge and expertise of your intended audience. Do not include acronyms or highlight data that need an extensive background for context, and avoid using casual, informal tones. That said, an executive summary used in internal communications will have a different tone and style than one used in external communication tools.

One-page Executive Summary Template

One Page Executive Summary Template

This template is designed to fit your executive summary on one page. Take advantage of the short sections and bullet points to keep the document concise and hook the reader with the information that will keep them reading. Organize the key points by customizing the subheadings to emphasize their importance based on your purpose for the document.

Download One-page Executive Summary Template

Excel  |  Word  |  PDF

What Are the Common Pitfalls of Executive Summaries?

When formatting and organizing the executive summary, beware of the following pitfalls that plague poorly written and poorly planned summaries:

Fact or Persuasion : Support your motives and the objective of the executive summary with the facts. If the summary is for a sales proposal or pitch deck, persuade your reader up front with data and information, not buzzwords and cliches. If the executive summary includes generalizations or opinions that you don't support within your material with market research, project examples, independent data, testimonials, etc., you risk misleading the reader. Avoid writing a summary that leads clients, policy makers, or management to an unsupported recommendation or conclusion for the sake of persuasion — instead, focus on the facts.  

Relevance Over Repetition : By nature, the executive summary is a repetitive summary of content. Therefore, only include the most relevant details — those that summarize the true purpose of the overall content. Use the rest of your business plan, research report, or client proposal to cover topics relevant background information at length. If you try to cut and paste too much information and context from your longer business or research document into the summary, the details might overshadow the impression you want to make on the reader. The background becomes the introduction, and you risk losing a reader’s attention (especially an online audience).

Consistency Is Key : The executive summary highlights the substance of the larger piece of content. Don’t feature information here that is not covered in the body of the proposal. Avoid using different subheadings to organize copy in the body of the report. For example, if you highlight “Project Milestones” in the executive summary, do not list them in a new section for “Project Goals” in the business proposal. Use the tone and language you establish in the summary throughout the material. If you target an audience without expertise in the subject matter, don’t switch to highly technical analysis in the body copy. Finally, if you cover something in the executive summary, cover it again in the report. Don’t make the reader work to learn more about something you highlighted in the summary.

Draw a Clear Conclusion : Write an executive summary that comes to a conclusion and supports your purpose for creating the document. Keep the reader’s interest in mind when you summarize a lengthy project proposal or report. Does the reader have a clear understanding of the solutions you propose? Can they identify the problems you solve? If the executive summary is the only thing they read, can they take action on your recommendations or anticipate a desired outcome based on the information you included?

Executive Summary Outline Template - PowerPoint

Executive Summary Outline Presentation Template

Use this free template to outline your next big presentation, or keep it updated as a live meeting record to keep up with your evolving internal business plans or funding needs. The slides are formatted to outline the important elements of a formal business plan summary. You can customize the slides to fit the order of importance for your content’s purpose or extend each. Use the slides as an outline to keep track of the content you want to summarize after every update or draft of the report.

‌ Download Executive Summary Outline Template - PowerPoint

What to Include in an Executive Summary

You will determine the components of each executive summary you write based on the reason for writing it and your target audience.

For example, a business plan for an external audience includes financial information and details on the size and scale of a company; startups seeking funding and investors will highlight specific financial requirements and how they impact the business strategy. Executive summaries vary in the content they cover, but here is a common framework:

Introduction : This opening statement, paragraph, or section should clearly state the document’s purpose and the content to follow. How you will use this section depends on the desired outcome for the reader or audience, who should immediately find value in the information you present. Therefore, the details included in the introduction should grab and hold the reader’s attention.  

Company Information : When writing an executive summary for an external audience, include your company name, a description of your mission or purpose, contact information, location, and the size and scale of your operations. In some cases, the summary introduces the founders, investors, and corporate leadership. It might include background information of each that outlines previous industry or startup experience, or historical context on the current state of the company. When used in a presentation or research report, introduce the team presenting or responsible for the report’s findings.

Products and Services : The executive summary is the place to highlight the problem you solve or the need you fulfill. For a report, this is where you might highlight what you researched and what the reader should know about your findings. For a project proposal, include what you’re planning to accomplish and what you need to make it successful. For marketing plans or product launch presentations, tell the reader why your service or product is relevant at this particular moment in time.

Market Analysis : The executive summary of a business plan might profile the target customer and explain the market opportunity for a product or service. Consider answering questions like: Is there a five year plan for this market? How do you anticipate growing the customer base and improving market share? What stands out from your research about your customers that the reader should know?

Competition Analysis : This section should include answers to the following questions:

What is the competitive advantage of your proposed solution or product and who or what do you compete with in this market?

What are the opportunities now and in the future?

What are the risks in your market and your product or service?

Do you have relevant experience with major competitors?

What are the future plans for growth and what obstacles do you anticipate addressing?

Financials : The executive summary might summarize key financial data that is relevant to the reader or data that supports your research. If the purpose is to secure funding, include the specific amount you are requesting. Be sure to provide context for the financial data or any number you highlight in the executive summary. This section is a great way to highlight growth, or to use metrics to provide perspective on the company.

Conclusions : Recap your findings, the problem and solution discussed, or the project and work proposed. If there is a decision the reader needs to make, be direct about it. Make the outcomes obvious, but leave enough intrigue for the rest of the content to follow.

How Do You End An Executive Summary?

Although the executive summary begins a document, it concludes so that it can stand alone from the rest of the content and still be of value. Use the conclusion to recap your findings, make recommendations, and propose solutions to the problem.

If there is a decision you want the reader to make, ask make a call to action in this section. If you are summarizing a research report, summarize the findings and the research methods used to conclude the work. Make the outcomes or recommendations visible, but leave enough out to incentivize the audience to continue reading. Close the executive summary with a strong statement or transition that sets up the theme or central message to the story you tell in the report or proposal.

What Should Be in the Executive Summary of a Business Plan?

Traditional business plans differ in context and content based on if the audience is internal or external. Both audiences benefit from some of the previously discussed elements of the executive summary (like a substantial introduction).

However, the summary of an internal business plan does not require a section that introduces management or key personnel. An external business plan targets an audience that expects to find crucial financial information in the summary. When you develop the executive summary of the business plan, determine the information to include based on the audience and purpose of the document.

Business Plan Executive Summary Template

Business Plan Executive Summary Template

This executive summary template is designed to get your business plan noticed and reviewed. In this scenario, you’re presenting to an external audience and therefore should include more attention to detail with a standard business plan document. Use bullet points and clear, formal language to guide the reader to the most important information about your company.

Download Business Plan Executive Summary Template

Excel  |  Word  |  PDF  | Smartsheet

You can find a variety of templates for various industries and needs by reading “Free Executive Summary Templates.”

What Should Be in an Executive Summary of a Report?

Josh Bernoff spent 20 years writing and editing reports for Forrester Research. He is an advocate of creating actionable reports that tell a story. He believes that the executive summary is crucial.

“If the report is a story, the right executive summary is the same story, written briefly,” writes Bernoff . He recommends imagining that your readers ask you questions like, “What’s the coolest stuff in this report?” and “What did you find out?” while writing the report.

“Your answer, written directly to the reader, is the executive summary,” Bernoff explains in his book.

The executive summary of a report requires vivid details that grab online readers’ attention in a hurry. According to Bernoff, the summary recaps the story you want to tell behind all the words in the report. Using this advice as a guidepost, consider including the following answers to these questions to create your report’s summary:

What is the central plot of your report?

Why is this story important?

What are the most memorable scenes (examples, data, case study results, etc.) from the different sections of the report?

How does your research address the story’s central conflict (the problem solved)?

How does your research support the story’s conclusion?

What actions does the story recommend the reader be aware of?

The executive summary of lengthy research reports — especially those used in academic articles, scientific journals, government studies, or healthcare initiatives — require additional formatting considerations and elements not found in business plans or proposals. Consider the following guidelines when developing the executive summary of a research report:

Present the sections of the executive summary in the same order as in the main report.

Do not include information or research that is not supported and presented in the body of the report.

Draw a conclusion with the executive summary that justifies the research and provides recommendations.

Use a tone and language to describe technical information that readers without advanced knowledge or expertise of the subject matter can understand.

Remember that an executive summary of a report is distinct from an abstract. Abstracts are shorter overviews of a report and are common in academia. They familiarize the reader with a synopsis of the research that is much shorter than an executive summary. You can also think of an abstract as a standalone statement that helps the reader determine if they will read on. The executive summary, by contrast, summarizes the research in a structure that includes the summary, methods, results, conclusions, and recommendations for the reader without necessarily having to read further.

Research Report Executive Summary Template

Research Report Executive Summary Template

Use this template to create a synopsis of research results for reports — these will typically be longer than an executive summary for a business plan and proposal. The template is formatted to accommodate in-depth reports that need space for charts and tables to illustrate research data. It is designed to summarize technical information in a concise manner, with clear subheadings that communicate key findings to readers with various expertise and interest.

Download Research Report Executive Summary Template

Word  |  PDF

Get Funding with Your Executive Summary

Startups seeking capital investment from venture capital funds and angel investors can repurpose the executive summary from a business plan as a more concise, less formal investor profile.

This type of summary memo is stripped down and focused on the specific financial requirements and how the funding makes an impact on the business strategy. It is the perfect template to create a profile on investor platform websites like AngelList and Gust . Use the following tips to transform traditional business plan summaries into the pitch that lands you a meeting or funding:

Include the specific dollar amount you’re requesting, the purpose for the funds raised, and any relevant data such as repayment terms, collateral, equity share information, etc.

Keep the financial data simple and round to the nearest whole dollar amount.

List founders, partners, and key management personnel and highlight specific domain expertise or previous startup experience.

Describe your company’s growth plan and the proposed exit strategy.

Remove any industry buzzwords, meaningless phrases, and cliches (for example “the Uber of…,” “game-changing,” “disruptive,” “next Facebook,” “world-class,” etc.).

Mention noteworthy achievements, intellectual property, important business partnerships, or information on product development stages in test markets.

Describe work in progress and highlight relevant information about customer growth, market demand, and product development.

Startup Executive Summary Template

Startup Executive Summary Template

Transform your executive summary into an investor document with this template. It acts as a one-page pitch that serves as your company profile on investor platforms. You can repurpose this template and save it as a PDF summary memo to land future meetings with investors. For more information on business plans for startups, including free budget templates, read “ Free Startup Plan, Budget & Cost Templates .”

Download Startup Executive Summary Template

Seamlessly Track the Progress of Your Executive Summary with Real-Time Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Take your work to the next level. See how Smartsheet can help.

404 Not found

  • Get started

Breeze overview

Why choose breeze, why switch to breeze, compare breeze, remote work, engineering, see all teams, getting started, sample project boards, key features, project management, task management, kanban tool, time tracking, project automation, project reporting, project calendars, project customization, project roadmap, project timeline, team workload, see all features, integrations, mobile apps, how to write an executive summary for projects.

Writing an executive summary for project management is a considerable task. You want to make sure you get it right the first time.

For example, the content must flow well. It must also have a clear purpose, but how do you assure that purpose aligns with the needs of your project and organization? Also, your executive summary must fulfill stakeholder requirements.

Here, we’ll cover what makes for an excellent executive summary format for project management . Keep reading to learn more about how to write an executive summary for your next project.

1. What is an executive summary for project management?

how to write an executive summary for an it project

It helps to have a clear understanding of why you’re writing an executive summary. In many instances, the decision-makers who read the report will only consume that document as it relates to your project.

Some may venture further. Still, they’ll employ your executive summary as a guide. With this in mind, your executive summary will serve as an entire report for certain key decision-makers.

It’s critical that you keep your executive summary concise. Also, you must make it easy to understand. It’s equally as important that you make your executive summary is memorable.

Before you start your executive summary, however, you’ll need to develop your key messages document. We’ll have a closer look at the differences between an executive summary and your key messages document in a moment.

2. Benefits of a good executive summary

how to write an executive summary for an it project

You might wonder why you should write an executive summary. It’s understandable to believe that a project plan will suffice.

Again, not everyone has the time to read through a full project plan. Often, busy executives need details at a glance. If you want execs to approve your project, you need to highlight your goals and why they matter.

Project management tools like Breeze can help you capture critical details about your project. These details will provide clarity for your team. Everyone will know who’s doing what and when it needs to get done.

On the other hand, your executive summary isn’t necessarily for improving teamwork among project participants . It’s for stakeholders who need quick insights and answers about why your project is important.

If you develop an effective executive summary , your stakeholders can easily get the big picture of your project. It will cover all the important points. They won’t need to dive into the details of your project to figure out what matters.

Your executive summary will, however, give them the opportunity to seek more information. They can use your executive summary to access the project plan. Alternatively, decision-makers can easily browse tasks that you’ve built in your work management tool.

3. Key executive summary elements

how to write an executive summary for an it project

The introduction of your executive summary will tell the heart of your story. These are the points that really count.

You must drive these points home in the first two sentences. These statements will drive home the purpose of your executive summary and establish your theme.

You must also briefly explain the problem that your project will solve. Here, you’ll identify key concerns.

You’ll follow the analysis with the findings that followed your research. In this regard, you want to write a brief action list, not a lengthy thesis.

Your conclusion will reiterate your theme. Here, you’ll summarize how your project will resolve the problems of your theme in one or two brief sentences.

You must clearly define your theme. A theme makes your executive summary distinctive. It will also help you to stand out.

Information to include

Your executive summary should include three kinds of information. This information includes:

• Key context • Key data • Key findings

Key contacts tie directly to why your report matters. Key data is information vital to your findings. Meanwhile, key findings are your recommendations for action.

During your research, you most likely uncovered a great deal of context, data, and findings. The important thing is to stick with these key bits of information.

4. Staying focused

how to write an executive summary for an it project

Your executive summary should hit the big points in broad strokes. It’s important for you to choose your big points carefully.

You’re going to have to explain why they’re important. Once you choose your big points, you’ll need to stick to your big points, and your big points only, in your executive summary.

Nearly everything else can go in your project report. However, you may need to include a few points that should go in your project report in your executive summary for the sake of diplomacy.

Including the right information

There’s another important thing that you’ll need to include in your executive summary, links to other details.

Your executive summary should link to relevant details that are deeper in your project report. In this way, your audience can use your executive summary like a table of contents.

5. Addressing your audience

how to write an executive summary for an it project

Again, some decision-makers will want more details. However, everyone will read your executive summary beforehand.

You must also think about the needs of your overall audience as you compose your executive summary. In this regard, there are a few vital things your executive summary should contain.

The introduction of your executive summary should have an overview of your problems and solutions. This overview enables those who want to understand the overall point of key sections at a glance to do so.

Again, you’ll have those who want to drill down into deeper details. For these individuals, a table of contents is helpful. You must also include actions that readers may want to pursue.

Establishing overarching goals

As you work through your executive summary, remember that you’re trying to accomplish these tasks in the shortest time possible. At the same time, you want your summary to have the greatest possible impact.

Lengthy text works against you in an executive summary. As your summary gets longer, each point gets weaker.

You must edit your executive summary mercilessly. If you have limited time and resources, you’ll want to focus your energy on this area.

6. Establishing the correct tone

how to write an executive summary for an it project

An executive summary mirrors a key messages document in many ways. Key messages provide key context, data, and findings. If you don’t have these features in your key messages document, you most likely need to build it out more.

It takes time to make sure that your executive summary mirrors your key messages document. Your executive summary and key messages document will take up the bulk of your time in authoring your project presentation.

The executive summary and key messages document are very closely related. Yet, they’re not identical.

Elemental writing differences

Your key messages document focuses more on stories, context, and examples. You must craft your key messages document to have a strong emotional impact.

Conversely, your executive summary will be more succinct. It’s a more analytical and factual document.

It also has more detail. Moreover, it flows logically from point to point with gentler transitions.

7. Strategizing the perfect executive summary

how to write an executive summary for an it project

As you edit your executive summary, as with project management , there are a few mistakes you’ll want to avoid. For instance, you could decide not to create a separate key messages document. Still, you’ll want to approach writing your executive summary in the same way.

In other words, don’t write your executive summary as an afterthought. Work out the key points of your executive summary while you’re writing the body. These points will shape your executive summary.

In general, there are a few attributes that you should consider for your executive summary.

Summary length

Your executive summary should only consist of about 5% of your project management report. Imagine that your entire project management report is 20,000 words.

In that case, your executive summary should not exceed 1,000 words. In fact, a 500-word executive summary is perfectly fine for a document of this size. Likewise, your executive summary would not exceed 2,500 words for a 600,000-word project management report.

Summary tone

You must use the appropriate tone for your audience when composing your executive summary. You need to think about how much technical language your audience understands. You want to eliminate technical terms that your general audience might not know.

Still, you want to create a vivid executive summary. It should present your key points in a way that’s memorable. Your executive summary should also drill down into the body of your report.

You must also make sure to keep your report engaging. You must find ways to avoid dryness and lack of style to keep your report interesting.

Summary structure

Again, you want to organize your executive summary around your key messages. For instance, you might use your key messages for your chapter headings. Alternatively, you might center your recommendations around your key messages or some other part of the structure of your executive summary.

In either case, it’s important to keep your executive summary aligned with your key messages document. Your executive summary forms the basis of your project.

Furthermore, your executive summary should reflect the organization of your project management report. Here, remember to keep it brief. You may have 72 key points, but you must focus on the main ones to keep your executive summary brief.

8. Things not to do

how to write an executive summary for an it project

You may have a lot of passion for the project that you want to promote. Nevertheless, it’s critical that you do not overstate or overdramatized facts in your document.

It’s tempting to do so to make your points look stronger. However, your audience will spot embellishments easily.

Unfortunately, embellishments will have the opposite desired effect. They’ll devalue the statements in your executive summary. Even worse, they can make you appear unprofessional.

9. Things to do

how to write an executive summary for an it project

There are a few other things that you should consider if you want to compose an airtight executive summary. For example, use subheadings naturally throughout the document. Your subheadings should tell the core of your story.

Also, add page links to your document wherever possible. Links make it easier for readers to interact with the body of the text.

If you’re presenting a PDF copy of your executive summary, you can use a tool such as Adobe InDesign to add links. If you present it using a Word file, however, you can easily add links to headings and subsections as needed using the program’s native link tools.

Polishing your executive summary

Once you’ve completed your executive summary, you must proofread it. Furthermore, you should proofread it repeatedly until you’re positive that it’s 100% error-free.

Your executive summary is the introduction to your project plan. Any errors in it will hurt your presentation tenfold.

Also, make sure that your summary contains all your key messages. Check it against your key messages document if you composed one. If done correctly, a coworker can easily use your executive summary to compose a thorough five-minute spoken presentation based on your document.

10. Managing the project effectively

Marketing campaign

We hope that our brief overview will have you well on your way to writing highly effective executive summaries for project management . Once you’ve mastered composing executive summaries, however, you’ll need a sharp tool for managing your team. We have the solution.

Breeze is just what you need for intuitive project management. What’s more, our project management software makes it easy to share critical information with important stakeholders.

Learn how easy it is to manage projects with Breeze. Please feel free to claim your free trial today .

Recent post

AgilityPortal

  • Corporate intranet A private social network
  • Project management Simple Project Management
  • Employee experience Private engaging community
  • Digital workplace Tools for remote working
  • Extranet Portals Controlled private network
  • Internal communication Employee App for Internal Communications
  • Key features All the tools you need in one place
  • Integrations Connect to existing apps
  • Modules Expand the capabilities
  • Security Security is our top priority
  • Insight Blog

Latest blog articles

Why Internal Communications is Important in 2024 (Explained)

Schedule a demo

AgilityPortal Insight Blog

  • Business Management

How to Write an Executive Summary, with Examples | UPDATED 2024 Guide

How to Write an Executive Summary

About the author

Jill Romford

Jill Romford

Dec 14,2023 - Last update: Dec 14,2023

So you want to know about  how to write an executive summary you in the right place?

In the vast landscape of business, where every venture seeks its own unique foothold, the ability to articulate a compelling narrative can make all the difference. 

Imagine this: You've poured months, if not years, into developing a groundbreaking business plan, a project poised to change the game. But, in a world bustling with distractions, how do you ensure your brilliance isn't lost in the noise?

Enter the hero of your business tale—the executive summary . 

This concise document is your knight in shining armor, your envoy to the busy decision-makers who hold the keys to your success. In the chapters that follow, we embark on a journey to unravel the secrets of writing an executive summary that captivates, persuades, and propels your endeavors forward.  

Project management offers a valuable framework for planning, overseeing, and accomplishing your team's tasks efficiently. Having a quick overview of this information is often beneficial. 

However, there are instances when new project members or executive stakeholders seek a simplified perspective of your project. In such cases, presenting the project's key elements concisely becomes crucial, ensuring that the reader's attention is retained.

The most effective tool for achieving this is an executive summary company template. 

If you're unfamiliar with the process of crafting an executive summary, this article provides comprehensive guidance on planning, writing, and effectively sharing these summaries with your team.

What is an executive summary?

  An executive summary serves as a concise overview of a document, and its length and content depend on the specific document it summarizes. Typically ranging from one to two pages, the executive summary aims to provide high-level stakeholders and readers with essential information.

Consider this: If your executive summary were the only section read by your key stakeholders, would it sufficiently equip them with the knowledge needed for success? If the answer is yes, then your executive summary has effectively fulfilled its purpose.

Executive summaries are commonly found in various documents, including:

  • Business cases
  • Project proposals
  • Research papers
  • Environmental studies
  • Market surveys
  • Project plans

Typically comprising four key elements, an effective executive summary should:

  • Begin by addressing the problem or need that the document seeks to resolve.
  • Outline the proposed solution to the identified problem.
  • Articulate the value of the recommended solution.
  • Conclude by emphasizing the significance of the work presented in the document.

The objectives of an executive summary encompass:

  • Capturing the reader's attention.
  • Informing them about what to anticipate in the business plan, thereby motivating them to continue reading.
  • Offering a high-level overview of your company, encompassing both short-term and long-term goals.
  • Functioning as an elevator pitch.

Check out: Top 6 AI-Powered Project Management Tools To Use In 2023 ​

The benefits of an executive summary

You might be wondering: why should I compose an executive summary for my project? Isn't the project plan sufficient?

Well, as mentioned earlier, not everyone has the time or necessity to delve into the intricate details of your project to quickly understand its goals and significance. 

Tools like AgilityPortal for work management are instrumental in capturing crucial project information, providing clarity for you and your team regarding responsibilities and timelines. 

However, the executive summary serves a different purpose; it is tailored less for team members actively involved in the project and more for external stakeholders seeking rapid insights and answers regarding the project's significance.

An impactful executive summary offers stakeholders a high-level overview of the entire project and its key points, sparing them from the need to immerse themselves in all the minutiae. 

If they desire more in-depth information, they can then refer to the comprehensive project plan or navigate through tasks using your work management tool.  

What information to include in an executive summary

  The content of an executive summary will vary depending on factors such as the nature of the business, industry, project goals, and other considerations. 

However, most executive summaries share several key elements:

  • Business or Project Overview: This section includes details such as the name, geographical location, mission statement, and overall nature of the business or project.
  • Company Description: Provide a historical background of the company, introduce the team, and mention any additional staff or partners involved.
  • Market Analysis: Present information about the project, service, or product, detailing how it will function in the market, including features and benefits.
  • Financial Outlook and Funding Requests: Discuss any financial obligations, sources of funds, and the utilization of funds in the executive summary.
  • Unique Selling Point or Proposition: Include supporting evidence demonstrating how your project, product, or service addresses a market problem or pain.
  • Solutions to Problems: Outline how your offering aims to remedy market pain or problems, showcasing your proposed solutions.
  • Financial Breakdown: Specify the areas of funding required from investors.
  • Clear, Concise Conclusion: Conclude the executive summary with a brief recap of key points and an overview of the overall goal of the project, product, or service.

How to write a great executive summary, with examples

​ An effective executive summary comprises four essential components. 

To craft an outstanding executive summary, adhere to this template. 

After completing the writing process, review your executive summary to ensure it encompasses all the crucial information required by your stakeholders.  

Here are some  sample executive summary to produce a good document. 

1.  Engage the Reader with a Powerful Introduction

The initial sentences of your executive summary play a pivotal role in captivating the reader's interest and enticing them to delve deeper into your proposal. 

Initiate with a succinct yet compelling statement that underscores the fundamental problem or opportunity at the heart of your proposal.

Example Extension: ​  

In the dynamic landscape of today's competitive market, where businesses relentlessly pursue avenues to streamline operations and boost efficiency, our revolutionary technology platform emerges as a transformative solution. 

This cutting-edge innovation has the potential to redefine how companies navigate and optimize their workflow, presenting an unparalleled opportunity for progress and success in an ever-evolving business environment.

2.Precisely Outline the Problem or Opportunity ​

Prior to presenting your proposed solution, provide a lucid description of the specific problem or opportunity that your proposal aims to tackle. 

This step is essential for offering the reader a comprehensive understanding of the context and urgency surrounding your proposal. 

Example Extension:

Addressing the prevailing issue of manual data entry, our current processes are marred by inefficiency, time consumption, and an elevated risk of errors. 

This inefficacy not only poses a threat to productivity but also demands a strategic intervention. Enter our automated data capture system—a transformative solution designed to alleviate these challenges. 

By implementing this innovative system, we anticipate an impressive 80% reduction in errors, liberating valuable employee time to concentrate on more strategic and value-driven tasks.

3.Present Your Proposed Solution

​Concisely detail your envisioned solution, emphasizing its fundamental features and benefits. 

Articulate how your solution adeptly resolves the identified problem or capitalizes on the presented opportunity.

Introducing our cutting-edge cloud-based platform, meticulously crafted to seamlessly integrate with your existing systems. 

This enables the extraction, processing, and analysis of data in real-time, fostering a streamlined workflow that not only enhances accuracy but also unlocks valuable insights. 

Our solution is poised not just to resolve the previously outlined challenges but to empower your organization with the tools for informed decision-making, ushering in a new era of efficiency and effectiveness.

4. Quantify the Impact of Your Solution

 Support the effectiveness of your solution by offering tangible examples of its potential impact on the organization's business goals. 

Utilize numbers, statistics, and case studies to vividly illustrate the anticipated benefits and return on investment.

The transformative impact of our solution is quantifiable and compelling. 

Recent implementations have resulted in an impressive average of a 20% reduction in operational costs, coupled with a noteworthy 30% surge in customer satisfaction. 

Moreover, organizations embracing our solution have reported a substantial 15% increase in revenue, showcasing not just a resolution to existing challenges but a strategic investment with substantial returns on multiple fronts.

5.Summarize Key Takeaways

Recapitulate the pivotal aspects of your executive summary, reinforcing the value proposition and highlighting the potential impact of your proposal. 

Conclude with a compelling call to action, prompting the reader to progress to the next phase, whether it involves requesting a detailed proposal or scheduling a meeting.

In summary, our executive summary underscores the transformative potential of our proposed solution. 

From addressing pressing challenges to seizing lucrative opportunities, our meticulously designed plan stands as a strategic investment for success. 

As we extend this invitation to CEOs, senior management executives, investors, potential collaborators, and government officials, we envision collaborative discussions that will unlock new avenues for growth. 

Take the next step with us – request a detailed proposal or schedule a meeting, and let's embark on this journey together toward innovation and success.

Example of an executive summary

Here is an sample executive summary provided by Asana , offering a structured framework for summarizing key project details and objectives. 

Utilizing such templates can streamline the process of crafting an executive summary, ensuring that essential information is effectively communicated in a clear and organized manner.

Example of an executive summary : Asana

Here is another example provided by Forbes

Provided by Forbes

Mistakes to avoid when writing executive summaries

Developing expertise in executive summary writing takes time and practice, and that's perfectly fine. 

T o get you started, utilize the four-part template presented in this article as a roadmap. 

As you refine your executive summary writing abilities, here are some common traps to evade:

1.Writing too long or too short ​

Crafting an executive summary requires striking a balance between brevity and informativeness. Ideally, it should be succinct, constituting approximately 10% to 20% of the main document's length. 

Excessive verbosity risks inundating the reader with superfluous details, potentially diluting the core message. 

Conversely, an overly brief summary may fail to convey sufficient information, leaving the reader without a comprehensive understanding of the project or proposal's significance. 

Therefore, it is imperative to optimize the length of the executive summary, ensuring it delivers a concise yet comprehensive overview.

 2. Replicating or duplicating the content

A well-crafted executive summary is not meant to serve as an exact replica of the primary document. Its purpose lies in extracting and presenting the essential elements while steering clear of unnecessary repetition and superfluous details. 

The emphasis should be on delivering a succinct and lucid summary that encapsulates the project's core goals, objectives, and methodology without overwhelming the reader with redundant information.  

3.Lacking structure or logic

A proficiently structured executive summary adheres to a logical sequence, commencing with an engaging introduction, providing a comprehensive overview of the project's background and context, delineating the identified problem or opportunity, elucidating the proposed solution or approach, and culminating with a compelling call to action. 

Steer clear of disjointed narratives or abrupt shifts between unrelated subjects to ensure a seamless and coherent presentation.

4.Missing the hook or the call to action

The inception of an executive summary plays a crucial role in capturing the reader's attention and fostering their curiosity. Employ robust language and pertinent examples to underscore the project's importance and its potential ramifications. 

When articulating the call to action, articulate a clear directive outlining the desired next steps for the reader, be it in terms of investment, project support, or a comprehensive review of the complete proposal.

5. Not proofreading or editing

A refined and error-free executive summary serves as a testament to professionalism and a meticulous approach. It is imperative to meticulously proofread and edit your work, meticulously addressing grammatical errors, typos, and any inconsistencies. 

Ensure that the language used is not only clear and concise but also captivating to enhance the overall quality of the document.

To avoid these common mistakes, follow these guidelines

  • Know your audience: Tailor your executive summary to the specific needs and interests of your target audience. Consider their level of understanding and the information they are most likely to be interested in.
  • Start with a strong hook: Engage the reader with a captivating introduction that highlights the project's value proposition and potential impact.
  • Structure your summary logically: Follow a clear and concise flow, from background information to problem-solution-methodology-call to action.
  • Use strong action verbs: Choose verbs that convey the project's urgency and impact.
  • Quantify your results: Where possible, provide specific data and metrics to demonstrate the project's potential benefits.
  • Use clear and concise language: Avoid jargon and overly technical terms that may confuse non-experts.
  • Seek feedback: Ask colleagues or mentors to review your executive summary for clarity, effectiveness, and overall impact.

By avoiding these common mistakes and following these guidelines, you can craft an executive summary that effectively captures the reader's attention, conveys your message clearly, and persuades them to take action.  

Wrapping up:an executive summary is a important document

Executive summaries serve as an effective means to ensure that all team members are informed and aligned regarding the project's status. 

When dealing with numerous project stakeholders requiring swift comprehension of the project's objectives and significance, an executive summary proves to be an ideal tool for providing the necessary insights. 

For additional guidance on bridging high-level strategy and plans with day-to-day execution, explore our article on Standard Operating Procedures .

I am a digital nomad, lover of exploring new places and making friends.

I love to travel and I love the internet. I take pictures of my travels and share them on the internet using Instagram.

Traveler, entrepreneur, and community builder. I share my insights on digital marketing and social media while inspiring you to live your fullest life.

Most popular posts

Vertical, Horizontal & Diagonal Communication – A Complete Guide 2023

  • Internal communications

Vertical, Horizontal & Diagonal Communication – A Complete Guide 2023

Understanding Amazon Forte & OLR Performance Review

Understanding Amazon Forte & OLR Performance Review

Join over 98,542 people who already subscribed.

Follow us on Google News

Related Posts

Tips For Selecting The Right Vector Database for Your AI Business

Tips For Selecting The Right Vector Database for Your AI Business

Jill Romford

What Is A Town Hall Meeting: How to Conducting Effective Town Hall Meetings

Subscribe to this blog post.

how to write an executive summary for an it project

Ready to learn more? 👍

One platform to optimize, manage and track all of your teams. Your new digital workplace is a click away. 🚀

I'm particularly interested in an intranet for

Get started

  • Team engagement
  • Knowledge sharing
  • Internal communication
  • Enterprise collaboration
  • Intranet for Law Firms
  • Intranet for Healthcare
  • Intranet for Enterprise
  • Why AgilityPortal?
  • Integrations
  • Request a demo
  • Free eBooks
  • ROI Calculator
  • Submit a ticket
  • Knowledgebase

About Agility

  • Become a partner
  • Write for us
  • Terms and Conditions
  • Learn about GDPR
  • End User License Agreement
  • Unsubscribe
  • XML Sitemap

Teams can't work in silos. We help unify remote teams to work better.

Connect, communicate, and collaborate using agilityportal..

AgilityPortal is an all-in-one people platform that modernises your workforce. Built to engage your workforce to connect, communicate, and collaborate with your employees. The average employee spends an estimated 30 percent of the workweek managing e-mail and nearly 20 percent looking for internal information across siloed applications. Build an intelligent workplace where remote teams connect and collaborate at any time, securely and productively from home, the office, or on the road.  Find out more about AgilityPortal  Made with ❤️ in the UK.

  • Company Software
  • Intranet software UK

Get AgilityPortal on Google Play

©2024 AgilityPortal. All Rights Reserved Agility Online Ltd., 20-22 Wenlock Road London N1 7GU.

how to write an executive summary for an it project

How to Write an Executive Summary (With Example)

Saving time and effort with Notta, starting from today!

Keeping up with long documents like business plans or project proposals can be a tricky task. I wrote my first business plan when I started my company (so I know the firsthand challenges). I've learned a lot since then — and, most importantly, the need to put a lot of thought into it and make ideas work.

A business plan or project proposal may not seem like the most important or complicated document, but it can guide the entire company and can even be shared with investors to win prospects. But there's another document that's equally important — and that is an executive summary.

It's a short, informative version of the long document — business plan or proposal — that includes all the critical information anyone needs in one go. Here's how to write an executive summary (with examples) so you never have to read the entire report just to get a few details.

What is an Executive Summary?

Before I get into how to write an executive summary, let's first understand what it is. An executive summary is a short, informative overview of a long document that clearly defines the main idea of the business plan, report paper, or project proposal.

Executive summary for a business plan or project proposal

Think of it as boiling the entire document (concept, vision, outcome, and everything in between) down to a few pages. Its length typically depends on the particular document you're summarizing — and can be somewhere between 1-2 pages.

Of course, executive summaries are unique documents, so there's no one-size-fits-all. Depending on what you're summarizing — a business plan, project proposal, annual report, or research document — your summary will look a little different.

How to Write a Great Executive Summary?

Writing a long document and summarizing only the important information from one are two different things. Unlike your original document, which outlines everything in detail, the executive summary condenses the main idea into a few pages.

Here's how to write an executive summary with a clear roadmap.

Step 1: Tell Your Company's Mission & Vision

Start the executive summary by telling your company's story or the mission statement of the business plan — and try to communicate the vision you have for it. It should reflect your goals, values, and other important details that were discussed in the business plan — setting the tone for the rest of the summary. Ask yourself if the first few lines will make your business sound profitable, credible, and feasible.

Step 2: Highlight the Project's Objectives

Next, focus on the project objectives or discuss the problem you will be solving. Your aim here is to provide readers with a comprehensive view of the key findings and insights from the long document. You might even include a basic explanation about the target market and address the pain points for more clarity.

Alt Text: Takes notes about the project’s objectives

Step 3: Explain the Solution

Describe the project in detail and lean heavily on the solutions — in an authoritative language. Identifying the target audience and writing the project objectives isn't enough, you'll need to provide solutions or any results that they can expect. You can even include project risks, relevant financial information, and potential benefits covered in the business document.

Step 4: Wrap with a Conclusion

You've successfully covered the project objectives (problems) and provided the solutions — great! But as we've often heard, 'It ain't over till it's over,' and the summary ain't over yet. At the end, conclude by highlighting the key findings, presenting the key recommendations, and writing the next actionable steps (future plans) — guiding readers on what to do next.

Example of an Executive Summary

The simple executive summary for the business plan template outlines the key business objectives, problems, and solutions — in only 1-2 pages. Compiling all this information into one document will help the readers (business partners, team, and even investors) understand the main idea and navigate the plan.

Here's an executive summary example for a business plan I put together to give you a quick idea of what it might look like once it is complete.

Example: Executive Summary Format for Business Plans

[Your Company Name]: XYZ [Business Plan Title] [Date] [Mission] The mission of XYZ is to deliver products that are sustainable, eco-friendly, and ethical. [Vision] The vision is to play a major role in shaping a sustainable world. [The Product] At XYZ, we create products and services that meet the customer requirements — and are made from eco-friendly, recyclable, and renewable materials. [Position Yourself as an Expert] With over three major players that are dominating the market, we stand out by manufacturing more environment-friendly products. [The Future Plans] By 2030, we will launch a recycling program in five big cities. Looking ahead to 2050, our goal is to supply recyclable and renewable products to all top-tier brands.

Tips for Writing an Effective Executive Summary

Before you start putting the executive summary together, ask yourself whether you understand the business plan. Once you've read it properly, here are a few more tips for writing an effective business plan executive summary .

Write for Your Audience

The tone, language, pronoun use, and personalization of the executive summary will depend on your audience. If the people reading the summary have a technical background, a mix of professional and technical words would make sense.

Write the executive summary by keeping the audience in mind

You'll need to extract all the important information from the business plan and write it in 1-2 pages — and it's only possible if you understand the main idea before writing and write straight to the point. Remember your audience is reading the summary because they want short and crisp information — so don't overcomplicate it.

Use Engaging Language

Your executive summary should reflect the truth and key highlights of the business plan in an engaging tone. Keep the executive summary professional and concise — that's true to the target audience and your company. Many people often miss writing facts and figures — and that's where they make a mistake. I'd recommend you focus on presenting facts, figures, and evidence in a straightforward and engaging way.

Ask Others to Review the Summary

Great ideas can come from any level — even if they're not directly related to the business plan. Once your business plan executive summary is ready, ask someone from your team to review it. You might also ask your senior or mentor to read the summary and give you fair feedback — and, most importantly, meet the reason behind writing it.

Ask team members to review the executive summary

Use the AI Summarizer App

There's very little chance that the first time you try to write a summary, the output is exactly what you're looking for. You need to read, write, test, refine, write, test, and so on until you get an outcome you're happy with.

Automation with AI keeps systems running smoothly — and generating an executive summary is no exception. If you don't want to struggle manually, you can even check out the popular AI summarizers — and see if it meets your needs.

One such tool is the Notta Web App which comes with some amazing features like recording , transcribing , and summarizing media (audio and video) files. If the business plan is in recorded (audio or video) format, you can transcribe the speech to text using the Notta Web App.

Notta Web App to transcribe and summarize media files

When you have the transcript ready, just use the Notta AI Summary Generator to summarize the key highlights, different chapters, and action items — with the help of advanced AI. You can check my ultimate AI summarizers guide , where I've reviewed the 10 best apps for generating executive summaries.

Try Notta - the best online transcription & summarization tool. Transcribe and summarize your conversations and meetings quickly with high accuracy.

Start for Free

How Long Should an Executive Summary Be?

Typically, an executive summary should be 1-2 pages long — but that's not the exact length that you should follow. That's because there's no hard and fast rule to 'how long should an executive summary be.'

But there's a trick: the executive summary length will directly depend on the document you are summarizing. In the end, the length should engage the readers and keep them hooked till the end. Try not to include any fluff and focus only on the important details.

How to Write an Executive Summary for a Project Proposal? 

Every client needs a slightly tweaked proposal copy with all the necessary details and crucial terms included. While the complete project proposal is important to catch the potential client's eye, you'll also need a short and informative executive summary.

Here's how to write an executive summary of the project plan:

You must start by describing the problem briefly and clearly — using active words. While writing the problem, make sure to include why it needs a solution.

The next step is to give your client the proper solution — right away. Here, you'll need to include specific numbers and even outcomes to define possible profits that the client can expect.

It's not enough to write a problem and then give the solution — the real power lies in how well you explain it. Don't go into full detail, but give an overview of the steps that helped you reach the solution.

It might feel good to overlook the risks while presenting the project plan — but the best way to win the proposal is to include potential challenges and offer some ways to avoid them.

Remember, investors are not mind-readers, and neither are your customers. An executive summary of the business plan or project proposal is the sum of the ideas, vision, passion, and other important things you shared in the long document.

Key Takeaways

Many business owners often overlook the importance of an executive summary — but, in reality, it's one such document that can guide the team and help customers learn about the company. 

If you are struggling with how to write an executive summary , start by downloading a free template and then fill in the information according to your business plan. 

If that feels time-consuming, I'd recommend you check the AI note-taking tool like Notta . It can record, transcribe, and then summarize the media file into short, meaningful text.

Chrome Extension

Help Center

vs Otter.ai

vs Fireflies.ai

vs Happy Scribe

vs Sonix.ai

Integrations

Microsoft Teams

Google Meet

Google Drive

Audio to Text Converter

Online Video Converter

Online Audio Converter

Online Vocal Remover

  • Strategy Templates

Consulting Templates

  • Market Analysis Templates

how to write an executive summary for an it project

  • Business Case

how to write an executive summary for an it project

  • Consulting Proposal

All Templates

How to write an effective executive summary like a mckinsey or bcg consultant.

Alexandra Hazard Kampmann

Table of contents

Key components of an effective executive summary, an in-depth look at each component of the executive summary (with examples), some practical tips and tricks, the bottom line.

Management consultants at firms like McKinsey, BCG, and Bain are renowned for their ability to present complex ideas in a clear, concise manner that is easy to digest and understand. A key component of this process is the executive summary slide – often presented as the first part of a presentation deck on a given topic or problem. 

An executive summary aims to provide the audience with an overview of the subject at hand or a snapshot of the key points that will be discussed in greater depth. It should serve to quickly get the main messages and conclusions across and motivate audiences to dive deeper into the details.

In this post, we will outline the essential components of an effective executive summary using techniques from McKinsey, BCG, and Bain. We will also provide tips on how to craft a compelling executive summary in practice and give examples of best practices.

For a broader view on how to create consultant-style presentations take a look at our blog post 'How McKinsey Consultants Make PowerPoint Presentations' .

A good executive summary provides all the key information in one slide. The goal is to communicate as much information in as few words as possible.

To achieve this goal, you should focus on the following key components when crafting an executive summary slide: 

  • [optional] Objective: Clearly state the purpose and objective of the presentation.
  • Situation: Provide relevant background information to set the context for the problem or opportunity being addressed.
  • Complication: Define the complication (problem or opportunity) the presentation addresses in simple, to-the-point sentences. This includes identifying the root cause of the problem or opportunity and its implications for the organization.
  • Resolution: Present the recommended solution or solutions to the complication in a clear and concise manner. This should be based on data-driven insights and analysis.
  • [optional] Benefits: Articulate the benefits of implementing the recommended solution. These benefits should be linked to the organization's strategic objectives.
  • Call to Action: Provide a clear call to action outlining what the organization needs to do to implement the recommended solution. This should be actionable and linked to the organization's strategic objectives.

This structure is similar to the SCQA (situation-complication-question-answer) framework.

Craft effective executive summaries for your consulting presentations .

Let's take a closer look at each component of the executive summary and how it can be used to craft an effective executive summary deck using the McKinsey/BCG/Bain methodology.

1. Objective

The objective of the executive summary should succinctly define the purpose of the presentation and why it is important for the audience to understand the key points.

To craft an effective objective, you should consider the following: 

  • Who is the target audience?
  • What are the key points that the audience needs to understand?
  • What is the purpose of the presentation?
  • Why is it important for the audience to understand the key points?

An effective objective should be brief, clear, and focused on the needs of the audience. It should be written to clearly communicate what the presentation will cover and why it matters.

 Example: "This presentation will provide an overview of the current state of the industry and highlight key trends and opportunities for growth."

2. Situation

The background or situation section of the executive summary provides relevant context to the audience to help them better understand the problem or opportunity being addressed. 

This section should include:

  • Relevant background information on the industry, market, or organization.
  • Any key trends or developments that are important to the problem or opportunity being addressed.
  • Any relevant historical information that helps to explain the current situation.

Some questions to ask when crafting the background section include:

  • What is the context for the problem or opportunity being addressed?
  • What are the key factors that have led to the current situation?
  • What are the relevant historical or industry-specific factors that are important to understanding the problem or opportunity?

An effective background section should be concise and focused on the most important information. It should provide enough context for the audience to understand the problem or situation being addressed without overwhelming them with unnecessary information.

Here are some examples from McKinsey and BCG:

Executive Summary example from McKinsey presentation

3. Complication

The complication section of the executive summary clearly and concisely defines the reason the situation requires action, either because there is a serious problem or there is a good opportunity. This includes identifying the root cause of the problem or opportunity and its implications for the organization.

  • What is the problem or opportunity that the presentation is addressing?
  • What are the root causes of the problem or opportunity?
  • What are the implications of the problem or opportunity for the organization?

 An effective complication section should be short and to-the-point, focusing on the most important aspects of the problem or opportunity. The root cause of the complication should be clearly identified, along with the most relevant data or evidence that supports this analysis. In addition, the implications of the problem or opportunity for the organization should be clearly articulated, highlighting why it is important for the audience to understand the problem/opportunity and its impact and why it requires action.

Executive Summary example - complication

Enhance your proposal writing with our Consulting Proposal template , or explore our collection of 10 Real Consulting Proposals .

4. Resolution

The resolution section of the executive summary presents the proposed solution or strategy for addressing the complication. This should include a brief overview of the approach and any relevant supporting information or evidence.

  • What is the proposed approach for addressing the problem or opportunity?
  • What are the key elements of the strategy?
  • What are the expected benefits or outcomes of the approach?
  • What evidence is there to support the proposed solution or strategy?

An effective resolution section should provide enough detail for the audience to understand what is being proposed and why without overwhelming them with unnecessary detail. The proposed approach and any relevant supporting information or evidence should be clearly outlined. In addition, the expected benefits or outcomes of the approach should be highlighted, as this helps to emphasize why it is important for the audience to understand and support the proposed solution.

Executive Summary example BCG - Resolution

5. Benefits

The benefits section of the executive summary presents a brief overview of any expected benefits or outcomes from implementing the proposed solution. This section is optional, and sometimes included as a bullet point under the resolution section.

  • What are the primary benefits or outcomes of implementing the proposed solution?
  • What are the secondary benefits or outcomes?
  • How will these benefits impact the organization and its stakeholders?

An effective benefits section should provide a clear and concise overview of any expected benefits or outcomes from implementing the proposed solution. The primary benefits should be highlighted, as well as any secondary benefits that are relevant to the audience. Emphasis should be on quantifiable benefits.

In addition, the impact of these benefits on the organization and its stakeholders should be emphasized, highlighting why it is important for the audience to understand and support the proposed solution. 

Example: "The proposed approach will generate an incremental $10 million in revenue, reduce costs by 5%, and increase customer satisfaction by 10%. This will help to improve profitability, create new growth opportunities, and strengthen our competitive position in the sector."

6. Call to Action

The call to action section of the executive summary presents a brief overview of key proposed actions or decisions that need to be taken by the audience in order to implement the proposed solution. This section is also sometimes a bullet point under the resolution section.

  • What are the proposed actions or decisions that need to be taken?
  • Who needs to take these actions or make these decisions?
  • What is the timeline for implementing the proposed solution?

An effective call to action/recommendation section should provide a clear and concise overview of any proposed actions or decisions that need to be taken by the audience. The proposed actions or decisions and who needs to take these actions or make these decisions should be clearly outlined. 

In addition, the timeline for implementing the proposed solution should be highlighted, ensuring that the audience understands when and how these actions or decisions need to be taken.

Executive Summary example McKinsey - Call to action

Apply these summary techniques in your Business Strategy template .

  • Consultants typically communicate in a 'top down' or pyramid fashion, starting with the conclusion and then providing the supporting information.
  • Write the most important takeaway of each section as the bolded text and follow with numbers and other supporting facts as bullet points.
  • Read through the bolded text and see if the story makes sense.  
  • Spend the majority of the executive summary focusing on the solution/recommendation, rather than the situation and supporting analysis.
  • The executive summary is not a play-by-play summary of a project. Instead, it is a decision document for your audience to understand the proposed solutions they have to decide on, and just enough information to set the solution in context and grasp the expected outcomes.
  • Read through your executive summary and remove anything that is not directly relevant to deciding/agreeing with your proposed solution.  
  • Try to keep the executive summary as a single slide (sometimes two).
  • Eliminate unnecessary words and sentences, and make sure that each sentence adds value to the overall message.

Creating executive summary slides like a McKinsey consultant can have a significant impact on the success of your communication and decision-making efforts. Although it seems simple and many people treat the executive summary like an after-thought, it should in fact be one of the slides you spend the most time on in any presentation.

A well-crafted executive summary helps you structure your entire presentation by making you focus on the solution you are proposing and only keeping in analyses and arguments that help explain the why, what, and how of that solution.

By following the essential components and strategies outlined above you can create a clear, concise, and compelling executive summary that effectively communicates complex ideas and drives action. 

Cheat sheet

What is an executive summary exactly?

A short summary of the key messages and conclusions in a longer presentation, focused on actionable solutions or recommendations. In McKinsey and BCG consulting presentations the executive summary is typically one or two slides, but sometimes executive summary can also refer to a short deck.

What does an executive summary include and how do I write one?

See our 'How to' guide in this post.

Does an executive summary come before or after the table of contents? 

Typically before the table of contents, as the first (or one of the first) slides after a title page.

Is there a good executive summary slide example?

Yes, you can download some examples from McKinsey and BCG here . You can also see full presentations from BCG and McKinsey here and here .

Or take a look at our full Business Strategy template or our Business Case template for real-life client examples.

Should I include visuals? 

Generally McKinsey and BCG executive summaries do not include visuals, except perhaps icons to make the summary more visually appealing.

Download our most popular templates

High-end PowerPoint templates and toolkits created by ex-McKinsey, BCG, and Bain consultants

how to write an executive summary for an it project

Consulting toolkit and template

A comprehensive library of slide layouts, templates, and typically consulting tools and frameworks.

how to write an executive summary for an it project

  • Business Strategy

This template, created by ex-McKinsey and BCG consultants, includes everything you need to create a complete strategy.

how to write an executive summary for an it project

Create a full business case incl. strategy, roadmap, financials and more.

Related articles

What is the MECE Framework – McKinsey Toolbox

What is the MECE Framework – McKinsey Toolbox

In this post, we cover the MECE principle and how you can apply it to sharpen your thinking and simplify complex ideas into something that can easily be understood.

Dec 6, 2023

Corporate Strategy: What Is It and How To Do It (With Examples)

Corporate Strategy: What Is It and How To Do It (With Examples)

In this post, we'll cover corporate strategy as defined by BCG, McKinsey, and Bain. We'll go over what corporate strategy is, the key elements in defining a corporate strategy, examples of corporate strategies, and typical mistakes.

Nov 22, 2023

What are the Three Levels of Strategy in Organizations?

What are the Three Levels of Strategy in Organizations?

The three levels of strategy are corporate level strategy, business level strategy, and functional level strategy. In this article, we explain the differences and give you practical tips and tricks for each based on our experience at McKinsey, BCG, and Bain.

Nov 8, 2023

how to write an executive summary for an it project

  • Consulting Toolkit
  • Market Analysis
  • Market Entry Analysis
  • Due Diligence Report
  • Mergers & Acquisitions
  • Digital Transformation
  • Product Strategy
  • Go-To-Market Strategy
  • Operational Excellence I
  • Operational Excellence II
  • Operational Excellence III
  • Consulting PowerPoint Templates

  • How it works
  • Terms & Conditions
  • Privacy Policy

© 2023 Slideworks. All rights reserved

Denmark : Farvergade 10 4. 1463 Copenhagen K

US : 101 Avenue of the Americas, 9th Floor 10013, New York

404 Not found

Filter by Keywords

Project Management

10 executive summary examples and how to write one yourself (with ai).

ClickUp Contributor

February 14, 2024

In a world where people have the attention span of a goldfish (or less), we don’t make time to read long, detailed documents unless they are valuable to us. So, how do we convince the reader that the document is valuable? That’s where the executive summary comes in.

What is an Executive Summary?

1. identify the story, 2. bring the data, 3. expand on the benefits, 4. conclude powerfully, best practices for writing executive summary, 1. board report executive summary, 2. research report executive summary example from mckinsey, 3. study report executive summary by the un, 4. project performance report executive summary, 5. payroll report executive summary template, 6. mailchimp content style guide’s tl;dr, 7. clickup release notes, 8. the title and description of a new yorker article, 9. survey report executive summary by harvard, 10. meta executive summary with clickup ai.

An executive summary is a shorter version of a longer corporate document. It summarizes the salient points of a business plan, proposal, or report so executives can get the gist and read further about what matters to them.

In other words, the tl;dr (too long; didn’t read) version.

A typical executive summary includes: 

  • Problem statement
  • Proposed solution
  • Expected outcomes

This might vary depending on what you write an executive summary for. Let’s take the example of a project report. You might have to replace the proposed solution and expected outcomes with execution solutions and actual outcomes achieved, respectively. Or, if you’re writing a business plan, research proposal, or market analysis, you might include your methodology, too. 

Now that you know the purpose of an executive summary, let’s see how to write one.

How to Write Executive Summaries and Examples

While an executive summary is just a condensed version of a longer report, it isn’t easy to write. It needs to capture the essence of the report, outline the salient points, and tell a story as compelling as the full report. Here are some ways you can achieve that.

Just stating facts and data wouldn’t be a compelling read for anyone. So, identify the story that really impacts people’s lives. While industry terms like workflow optimization or cost control capture people’s attention, they don’t tell the real story behind your efforts. Focus on the latter.

If you’re writing the project executive summary in software development, you might begin with what matters to the reader as follows.

In 2020, the retail major was managing its inventory on spreadsheets. So, whenever a customer asked whether a product was in stock, a staff member had to walk across the 5000 sq. ft. store to check, often with the customer in tow. The new ABC digital inventory management system records stock in and out online in real time. The staff member can check and confirm in a flash. More pertinently, the customers themselves can check at any of the 25 kiosks throughout the store.

While the story is more important, data isn’t useless. Accurate and relevant data helps establish credibility. Your next section might say the following in the ABC digital inventory management system example.

Since the implementation of the ABC inventory management system, the retail major has seen: 85% decrease in time taken to check stock 75% decrease in time taken to find where stock is placed

The data demonstrates that there has been real improvement. However, for the reader to understand its impact, you must explain the benefits. This can be done with real-life scenarios or even quotes. For example,

Adrian, the customer service manager at the Central Park store, says, “Now, from anywhere—a kiosk, the checkout counter, or my mobile phone—I can quickly check stock and confirm we have the products the customer needs. I see that customers are delighted at getting their answers instantly.”

You can also use data to do this. For example, you can explain how the decreased time taken to check stock has increased staff productivity, customer satisfaction, or company revenue. Or you can include your suggestions here. Based on your observations, explain the process improvement methodologies you recommend.

This is the time to complete the story. Here, talk about how your project has delivered the changes in the present and sets up for an even more prosperous future. This could be something like:

The ABC inventory management system marks the first step in the retail major’s digital transformation journey. By Q2 next year, we will link the store solution to the e-commerce inventory platform to give 360-degree visibility into the stock situation. This would also enable a new sales channel in the form of Buy Online, Pick Up in Store (BOPIS), enabling same-day fulfillment.

While you write your executive summary, here are some best practices to remember.

Keep it short and simple : The length might depend on the report you’re summarizing, but it’s best to keep it under one page for quick reading. Also, avoid cliches and jargon; make it easy to read. A quick business plan under one page is the best first impression you can make.

Focus on the target audience : Not all executive summaries are read by business executives. Often, you might want to address your summary to peers, vendors, partners, or even teens. Know your target audience and customize your executive summary accordingly.

Use the right tool : You can, of course, use Notepad or Word doc to write your executive summaries. But give it a boost with modern document software like ClickUp Docs .

  • Use rich formatting features without jumping through hoops
  • Style the critical information with color-coded banners, buttons, and more
  • Collaborate in real time with comments, action items, and trackable tasks
  • Securely share with anyone with appropriate access controls

Pick a suitable template : If it’s your first time writing an executive summary, we’ve got your back. Fire up one of ClickUp’s executive summary templates or content writing templates , and kickstart your work.

Get the AI boost : If you’ve thoughtfully created your report, you can write your executive summary much quicker with one of the many AI writing tools . For instance, ClickUp AI offers a single-click summarize option right on ClickUp Docs.

What’s more? ClickUp AI supports you in brainstorming new ideas, writing the first drafts of your executive summaries, and proofreading them for good measure. 

10 Executive Summary Examples

Now that we have discussed the theory of executive summary writing, let’s look at some examples to see what it looks like in practice. Here are ten to learn from or emulate.

ClickUp Board Report Template

Periodically, the board would expect to see a report on the organization’s performance. Various departments typically write their reports, which are consolidated into a board report. An effective executive summary of this would include the following.

  • Revenue and expenditure
  • Key areas of focus
  • Critical success factors
  • Financial information
  • Challenges and roadblocks

This ClickUp Board Report Summary Template brings all these aspects together to get you started on your executive summary right away. You can customize this free executive summary template to suit your needs and fill in the data as appropriate.

Mckinsey report

McKinsey, one of the world’s leading consulting firms, publishes dozens of research reports annually. For every one of them, they write executive summaries, often called ‘in brief.’

In this report titled, ‘ Performance through people: Transforming human capital into competitive advantage ,’ the executive summary takes a two-pronged approach. It presents key insights in text on one page and data in infographics on the next.

Insights in text : The report begins by directly addressing the primary purpose of the research. Below are the first few sentences.

How does developing talent affect financial returns for firms? This research finds that companies with a dual focus on developing human capital and managing it well have a performance edge. 

This section summarizes the key insights from the research. The headlines of each section are presented in bold, making it easy for the reader to skim.

Data in visuals : The text section is followed by an infographic of the key findings from the data. Within one page, it presents all the graphs relevant to the reader engagingly.

Within two pages, McKinsey gives the reader a bird’s eye view of what to expect, customized for the target market, from the 40-page document. 

You can read the executive summary of this report on McKinsey’s website .

The Adaptation Gap Report 2023 by the United Nations Environment Programme is a 112-page report with a rather detailed executive summary, stretching eight pages. The depth of information and seriousness of the topics covered demand an extended executive summary.

Yet, the writers make every effort to make it engaging with a combination of typography, design, and graphs. It begins with the following.

Despite the clear signs of accelerating climate risks and impacts worldwide, the adaptation finance gap is widening and now stands at between US$194 billion and US$366 billion per year. Adaptation finance needs are 10–18 times as great as current international public adaptation finance flows – at least 50 percent higher than previously estimated.

In the following pages, it presents graphs to demonstrate the underpinnings of these key findings.

UN report

Every project manager creates performance reports at the end of each week, month, or quarter. This typically includes the tasks tracking , burn up, burn down, hours spent, etc. 

While this can be written down in a list, presenting this information as a slide with visual elements is far more effective. 

One way to achieve this is to use ClickUp’s project summary templates , which offer custom-designed templates for various project management purposes.

The other way is to use the dynamic reports on the ClickUp Dashboard , which brings together all the key metrics and keeps them updated in real time for you to share with anyone you’d like to.

Burn up and burn down

Human resources or people management teams create payroll reports, typically in spreadsheets, for every payment period—bi-weekly or monthly. This data is also helpful for building financial projections. For the senior finance leaders, they often create an executive summary of critical information, such as:

  • Total salaries paid
  • Deductions across categories
  • Year-to-date salary expenses
  • Paid time off credits
  • Net pay summary

ClickUp’s Payroll Summary Report Template can save time by automatically gathering all relevant data from the platform. When data is unavailable on ClickUp, you can highlight any text to @mention team members who can fill in the correct information.

Once complete, you can update the Doc’s settings for access control and share it with the management team instantly.

A company description or how it projects itself is often important to stand out in a crowded market. Mailchimp stood out with its style guide. The guide is comprehensive and widely used by smaller content teams that don’t yet have their own.

Mailchimp has made it public and available under a Creative Commons Attribution-NonCommercial 4.0 International license for anyone to adapt to their needs.

While every section in this style guide is engaging and valuable, for the purposes of this article, we want to draw your attention to the tl;dr section , which acts as a quasi-executive summary.

It is a bulleted list of seven sub-sections, highlighting the foundations of Mailchimp’s writing style. 

Mailchimp style guide

The striking thing about this tl;dr version is its simplicity. Even without any visual elements, infographics, or charts, this page gives readers a real and actionable summary of the entire style guide. 

When we speak of executive summary, we almost always think of a smaller version of an entire document. It need not be so. 

For a software engineering team, the release notes are a kind of executive summary of all the changes/upgrades made in the latest version.

clickup release notes 3.04

Take the example of ClickUp’s release notes 3.04 . Each release gets:

  • An organized yet concise summary of all the changes that have been made
  • “ClickTips” to help readers make the best use of new features
  • Visuals and app images to show how the changes look
  • Links to help pages of each of those features so the reader can learn more
  • A list of bugs fixed
  • And any other resources, such as on-demand webinars or training

These release notes inform users and developers of the latest upgrades to the ClickUp platform without overwhelming them with the details.

New Yorker article

The New Yorker Magazine wrote a 10,000-word profile of Geoffrey Hinton , a computer scientist and cognitive psychologist, for their November 20, 2023 issue, titled ‘Metamorphosis.’ Even in podcast form, it’s over 60 minutes long.

When it was published online, they needed a title and description that summarized the article in a way that attracted a lay reader’s attention to click and read. The headline captures the primary conflict explored in the article. The description introduces the protagonist. 

While this is typically not what we’d categorize as an executive summary, it is a fantastic example of capturing the essence of a long article in a few powerful words. 

This executive summary serves as an inspiration for writers, irrespective of what you’re writing about, to summarize their main points not just briefly but also powerfully and attractively.

In the spring of 2019, Harvard University conducted its first-ever survey about campus culture. The executive summary of the report on these survey responses makes for great reading. It is also a great example of how to honestly and authentically present key findings, even unpleasant ones.

Executive summary - Harvard report

The executive summary is honest on multiple fronts. It admits that:

  • 2019 was the first time in history that Harvard surveyed campus culture
  • Three in ten of the Harvard community don’t feel like they belong
  • 34% of students disagreed with the belief that Harvard will take appropriate action against incidents of harassment and discrimination
  • Those from historically underrepresented and disadvantaged groups reported less positive views

At the end of this, the executive summary outlines the specific steps Harvard will take to address these responses from the community.

Project managers can use this as inspiration for handling executive summaries of projects that have gone awry. It helps leaders take responsibility for what has occurred and build systems to prevent future mistakes.

Not all executive summaries have to be written manually by you. A free executive summary template is also something to explore. Plenty of tools offer it. Dozens of AI tools for automation can summarize text in seconds. Here’s what ClickUp AI returned when we inserted the article above and asked for a summary.

The article discusses the purpose and importance of an executive summary, which provides a brief overview of detailed documents, making them more palatable for readers with limited time.  Executive summaries typically include problem statements, proposed solutions, expected outcomes, and a conclusion. To create a compelling summary, it’s crucial to identify the main story, incorporate relevant data, expand on benefits, and conclude powerfully.  The use of modern document software like ClickUp Docs and AI tools like ClickUp AI can enhance the quality and efficiency of writing executive summaries. The article also provides practical examples of executive summaries across different fields, showcasing their versatility and applicability. This provides a great starting point for those who fear the blank page. You can now edit this to add details, add images, or insert a quote. 

With ClickUp AI, you can choose the tone (from professional, straightforward, inspirational, optimistic, casual, confident, friendly, or humorous) and creativity (low, medium, and high) to customize the summary to your needs.

That’s not all! For project managers and business leaders, ClickUp AI offers a wide range of writing and summarizing tools for scope documents, project briefs, meeting agendas, statements of work, survey questions, and more.

You can tag people to invite input or feedback. You can also convert comments into tasks and manage them effortlessly, all in one place.

Never used AI for writing before? No worries there, too. Here are AI prompt templates that will get you started instantly.

With a custom-built AI assistant tailored to your role, you can work faster, write better, spark creativity, and be significantly more productive.

Questions? Comments? Visit our Help Center for support.

Receive the latest WriteClick Newsletter updates.

Thanks for subscribing to our blog!

Please enter a valid email

  • Free training & 24-hour support
  • Serious about security & privacy
  • 99.99% uptime the last 12 months

how to write an executive summary for an it project

Free Executive Summary Template [PDF + Masterful Examples]

Use these templates to craft an effective executive summary for your business or project.

According to Time Magazine, 55% of people only read a piece of content for 15 seconds. Attention spans across the board are at an all-time low —  including those of potential investors and project stakeholders. If you want to capture and hold interest, then you need to craft an engaging executive summary that can effectively hold someone’s focus.

Before you dive into the details of your business plan or project proposal,  your first step should be an executive summary that captures the attention of those in a position to give buy-in.

Think of the executive summary as the back cover of your book. It convinces readers to purchase a copy because the storyline is worth their time. An investor or C-level executive with limited time probably won’t feel motivated to read a full business or product plan without a compelling executive summary.

In this guide, we’ll show you how to write a captivating executive summary, what to include in the document, and jumpstart yours with customizable templates.

What is an executive summary? 

An executive summary is a brief synopsis of a larger document such as a report or business plan. It provides a quick overview of your business plan with details like a description of your company, financial information, and market analysis.

The executive summary is made for lenders, investors, and busy executives who don’t have time to read the full proposal.

Done right, it zeroes in on what your prospective investor or project sponsor wants to hear and clearly communicates the value of your business or plan. Many investors or stakeholders will only read the executive summary during the first contact with your business, so all the information they need should be included. 

The goals of an executive summary include:

  • Grab the reader’s attention
  • Tell them what to expect in the business plan so they are motivated to keep reading
  • Provide a high-level overview of your company, your short-term and long-term goals
  • Acts as an elevator pitch

What is an executive summary in a business plan?

An executive summary in a business plan is a concise overview that provides a snapshot of the key elements of the plan as it pertains to the business overall. It outlines the business concept, objectives, market analysis, financial projections, and other essential information. The executive summary serves as a summary and introduction to the entire business plan, allowing lenders, investors, and decision-makers to quickly grasp the main points and make informed decisions.

What is an executive summary in project management?

An executive summary in project management is a summary of the most critical information of your project proposal. It’s everything that management needs to know when they land on your project before they review your project plan .

An executive summary in project management shouldn’t be confused with a project overview. While they have similar elements, an executive summary can stand alone as a document, while a project overview needs to be attached to your project.

Executive summary vs abstract

An abstract summarizes a document like a journal article while an executive summary sums up a longer document.

An abstract is mostly used in academia as a requirement when submitting conference papers, book proposals, or applying for a research grant. The abstract is not an excerpt but an original document that is self-sufficient.

An executive summary is aimed at a business audience. It contains information to help executives make funding decisions. Where the language in an abstract is technical, the language of an executive summary is non-technical. An executive summary is written as a condensed version of a project plan to secure buy-in while an abstract is written for orientation.

Executive summary vs introduction

The introduction is the first part of your project plan or business plan. It explains what the project is about and the goals you want to achieve. On the other hand, the executive summary is a standalone document condensed into a few paragraphs. It is thorough and high-level. Decision-makers can choose to read only the executive summary and still get the gist of the entire project proposal.

Think of the introduction as the first few pages of a long book with many chapters and an executive summary like a short book with only one chapter. You can understand both context and storyline when you read a short book. 

What should an executive summary include? 

For a project .

What is the problem you’re going to solve? What product plan, customer feedback, or insight led to this project? Why should it happen now ? These are questions to lead with in the opening paragraph of your executive summary.

What steps or methods are you taking to solve the problems you’ve listed in the opening paragraph? What are the goals and objectives you’ll achieve at the end of the project? Detail the answers in this section.

Value proposition

This is an important section where you briefly explain the value of the outcome. What is the ROI of the solution you’ve proposed? How will it improve service delivery and customer experience?

In a few sentences reiterate why it’s important to solve the problem now and the next steps or actions you want the reader to take.

For a business plan 

Introduction  .

For a business plan, the introduction is an opening statement that explains the purpose of the document. Your goal is to grab and hold the reader’s attention by clearly communicating the value of the business and the desired outcome. 

Company description

Include the following details in the company description:

  • Business name and location
  • Contact information
  • Description of the purpose
  • Leadership, founders, and current investors at your company
  • The team responsible for the project

Products and services

Briefly explain the problem you’re going to solve. If you’ve conducted research that shows a need for the proposal, include your findings here. Also, explain how you’ll accomplish the project goals and what you’ll need for success.

Market analysis

A few questions to answer in this section include:

  • Is there a market opportunity for the problem? 
  • How do you plan to grow your customer base and expand your market share? 
  • What is the five-year growth plan for this product/service? 
  • What is the most interesting thing you’ve learned about your target audience that the reader should know?

Competitive analysis

Questions to answer as part of your competitive analysis include:

  • Who are your competitors?
  • What are the present and future opportunities?
  • What is the unique value proposition of the product or service?
  • Do you have experience with competitors?
  • What are the risks particular to this niche or line of product?
  • What roadblocks do you expect to address?

Funding request and use

Use this section to sweeten the pot for investors. How much will you need to fund your business? What is the profitability of your business? How will investors benefit?

Financial projections 

Include financial data that supports your research such as:

  • The budget baseline for your business plan
  • Your projected revenue for the first three years
  • Your plan to manage finances
  • Your current and future business finances

Conclusion  

The conclusion is a recap of the problem and the solution. Ask about the decision you want the reader to take. The outcomes should be obvious but leave room for intrigue so they feel compelled to read the rest of the business proposal.

Executive summary examples 

Executive summary presentation.

Often, executive summaries are presented to stakeholders in addition to the document. Get the templates below to snag these PowerPoint executive summary presentation templates.

Executive Summary PPT Template

One-page executive summary template  

A one-page executive summary is a short document with a big impact. You’ll present it as a mini version of a project plan during a meeting with decision-makers or as a business plan when pitching investors.

A few details to include in a one-page executive summary:

  • Business name
  • Financial information
  • Use of funding
  • Management team
  • Business model
  • Unique value proposition
  • Competitive advantage
  • Go-to-market strategy

Executive Summary Template One-Pager

Startup executive summary template

Your startup executive summary could be the difference between getting a pitch meeting or not. Venture capitalists and investors and overwhelmed with pitches from startups looking for a partnership. 

An executive summary is the fastest way for them to learn about your company and evaluate its potential. It’s usually a one-page document that is concise, yet detailed and engaging. Before writing your startup executive summary, determine the goal and ensure it matches what potential investors want to see.

Details to include in your startup executive summary:

  • A description of your product or service
  • The value proposition
  • Market analysis showing the merit of the project
  • Your current business model and future plans
  • An explanation of your market and customer base
  • Financial projections and funding request
  • Other special information that could sway a decision in your favor

Executive Summary for Business or Startup

Business plan executive summary template

The business plan executive summary shouldn’t exceed two pages. Make sure you’ve tailored it to your audience to show why the opportunity is special. An executive summary for a business plan should include:

  • Mission statement
  • Company information with details about your services or product
  • Business highlights describing how you’ve grown over the years. Include details of revenue increase, number of customers, profitability, revenue increase, and market share
  • Future goals
  • Financial summary
  • A closing sentence that reassures the value of the plan

Project executive summary template

The goal of a project executive summary is to show what life will look like after you’ve executed the project. Your executive summary should tell a story that helps the reader visualize the solution and inspire them to choose you.

The executive summary should be written as the final step of your project proposal template. This way, you save time revising the content.

Details to include in a project executive summary:

  • Summary of the challenge the client wants to solve
  • Description of how you’ll solve the pain point
  • Overview explaining how you’ve solved similar problems in the past
  • Unique value that competitors don’t offer

Marketing plan executive summary template

An executive summary for a marketing plan offers an overview of how you’ll reach your intended audience and drive conversions.

Details to include in a marketing plan executive summary:

  • Introduction
  • Brief description of your company and key leaders
  • Project goals and objectives
  • Your product or services and the major features and benefits
  • Description of market factors and trends affecting them
  • Who is your audience and how will you reach them?
  • Financial projections

Healthcare executive summary template

A healthcare executive summary template is used in formal communications for hospitals, government health agencies, and nonprofits. The template accommodates longer-research proposal plans targeted at a wider audience of the general public, external investors, and management.

Details to include in healthcare executive summary:

  • Project topic
  • Overview of the organization
  • Two to three key problems that have a profound impact on quality care, operations, or regulatory compliance
  • A proposed solution to each identified problem
  • Obstacles and opportunities
  • Policy changes and program proposal
  • Vision and recommendation

Executive summary report template

An executive summary for a research or analyst report offers an overview of key points from the research.

Details to include in a report executive summary report:

  • Brief description of your company
  • Analysis findings
  • Why these findings matter

Here's an example: 

Report Executive Summary Example

How to write an executive summary

1. write a problem-based introduction.

Use the opening paragraph to explain why your project matters. Outline the problem with supporting research or customer feedback to strengthen your claim. The reader should understand why it’s important to solve the problem now and the relevance to your customer base. 

A powerful way to grab attention is to open with a customer quote or thought-provoking statistic that forces the reader to sit up and listen.

For example:

“I wish this camera had a longer battery life span so I could record an entire football game on 4K without switching to full HD when the battery is low .” - Customer review
In a recent survey, 70% of our customers expressed a desire for a camera with a longer battery life that could last up to six hours while recording in 4k. 80% said they wouldn’t mind paying more for the convenience of not having to log extra battery packs when going out. To serve our existing clientele and improve our market share, we need to create a camcorder that performs at optimal levels while using fewer resources on battery life.

2. Tell your story

Use storytelling to explain the mission statement of your organization. Explain how you’ll use your skill and experience to solve the problem you’ve highlighted in the introduction. Storytelling sets the tone and gets the reader excited about reading the project plan.

3. Make sure you’ve done the research 

While an executive summary is short, it’s loaded with research. Research shows that you know your competitors, understand your target audience, and have a plan for capturing a significant market share.

Think of your executive summary like an elevator pitch. If an investor only read your executive summary without making it to the project proposal or business plan, what would you want them to know?

4. Outline the solution

After telling the reader the pain points and explaining your business credentials, use a bullet list to outline the solution. Your goal is to convince the reader that your solution is the best fit. Save deliverables and milestones for the project proposal. Instead, describe what will happen during the project so the user can picture the outcome working for them.

5. Show the value of the solution 

This is where you get into more details about the impact of the solution. Explain how the results provide relief and improve ROI for the company. include potential risks that may arise and relevant financial information such as income projections.

6. Formal or informal tone?

While an executive summary usually has a formal tone, your decisions should be based on your audience. 

Presenting to your C-level executives in your company? What language do they respond to? Don’t be afraid to break the mold if it gets the desired results. However, avoid clichés as they rub readers the wrong way.

If you’re presenting to investors, use language that resonates with your audience. Use personal pronouns like “I”, “you” and “we” over impersonal pronouns like “they” or “the company.

7. Make sure the summary can stand alone 

If you follow the clearly defined structure we’ve listed above, your executive summary can stand on its own merit. Keep revising the document until you’ve achieved this goal. The introduction, problem, solution, and conclusion should be detailed, yet concise. 

After writing, take a second look and read from the viewpoint of the decision-maker. Is there any section where more context is needed to clear confusion and help the reader understand the summary? Consider linking to a relevant section in the project proposal or explaining briefly in the summary.

8. Be concise

Every word in your executive summary must have an impact. The executive summary is not the place to brainstorm new ideas as it could jeopardize the project plan. 

Avoid using jargon words. Readers without prior knowledge of your company or niche should understand key findings by reading the executive summary alone.

 When you find yourself going deep into details, pull back and ask yourself if this belongs in the project proposal or executive summary. The goal is to keep the executive summary engaging and actionable.

9. Proofread for errors 

Before sending it off to executives or potential investors, read through the document three times in order to catch errors. It also helps to send it to a colleague to review with a fresh pair of eyes in case you missed a typo here and there.

10. Write the executive summary last

It takes longer to write an executive summary when you haven’t yet written the project proposal or business plan. Instead, wait to create a summary until you’ve written the full document, then pull details. This ensures that your executive summary captures the information you’ve detailed in the project plan.

Manage your executive summary templates with Guru

An executive summary is a quick and easy way to bring stakeholders up to speed on your project proposal. In a few paragraphs, you can communicate the problem, why it matters now and the key information they need to make a decision.

Rather than creating a new executive summary from scratch, these templates will add impact to your report and speed up the process. Use Guru’s knowledge management software to store your templates, collaborate remotely, and work efficiently on projects.

FAQ for executive summaries

Where does an executive summary go in a report.

Place the executive summary before the table of contents and after the title page. Include a page break before and after the executive summary.

How long should an executive summary be?

Most executive summaries are 5-10% of the length of the project proposal. Ideally, aim for one page for a 20-page project proposal.

Who is the audience of an executive summary?

The audience of an executive summary can include:

  • Project stakeholders
  • Management personnel who make decisions on funding
  • Venture capitalists
  • C-level executives

What is included in an executive summary?

Elements to include in an executive summary are:

  • A summary of the key points of the project proposal report
  • Major points of the report you want the reader to remember
  • The goal of the report
  • Results and recommendations from the report
  • Other details that enable the executive summary to function as a standalone document

How To Write an Executive Summary

An effective executive summary can mean the difference between a client win and the recycle bin. It's arguably the most valuable component of any business proposal , but many people get confused when it comes time to put pen to paper.

An executive summary is not actually about summarizing at all; it’s about selling. Here’s how to write a proposal executive summary that seals the deal, including the 5 key components you need and some helpful dos and don'ts.

proposal executive summary

8 min. read

(This article was originally published on 7/4/2017 and updated on 05/16/2023)

There is so much dissent surrounding the executive summary of a proposal— Where does the executive summary go? How long should an executive summary be? How do you format an executive summary? These uncertainties can add to the already stressful task of getting a winning proposal written, designed, and delivered to the prospective client on time. It’s time to set things straight.

What is an executive summary?

The executive summary is arguably the most valuable component of any proposal. It serves as an introduction, allowing readers to quickly get acquainted with your proposal by outlining what’s to come. It gives you an opportunity to sell your proposed solution and explain why the prospective client should choose you over the competition.

The purpose of an executive summary

First of all, the term “executive summary” needs a rebrand. The name itself speaks of stuffy suits, boring, jargon-filled reports, and boardrooms filled with cigar smoke and people ready to say no.

men in a boardroom

They can’t wait to read your executive summary.

In all seriousness, the word “summary” can be misleading, and this is the first mistake people often make when it comes to writing their executive summary. They think that the purpose of an executive summary is to explain the entire proposal in 250 words. But it’s not.

The real purpose of an executive summary is to engage your prospective client. It helps the prospect quickly decide whether they're going to read the rest of the proposal, pass it on to other decision-makers, or if it's destined for the recycle bin.

So you better make it good.

The executive summary of your proposal needs to grab the reader’s attention and pique their interest. Even though you and your team spent painstaking hours writing this proposal, selecting just the right graphics, and coming up with the best solution for your potential client’s problem, they may only read this one page and then flip to your pricing table.

That’s why this section needs to be specific and persuasive, with a focus on results and benefits of your company/product/service, rather than describing features. You can save the features for the body of the proposal.

When should you write the executive summary?

Whether you write the executive summary before or after the rest of the proposal is as contentious as the debate about the best part of a Reese’s Peanut Butter Cup: the chocolate or the peanut butter.

Some people feel that you should write the executive summary first because it can help you outline your concept and organize your thoughts for the entire proposal. That way, it acts as a guide for members of your team who are tasked with preparing sections of the proposal, ensuring that the big idea is consistent throughout, and that all necessary components are included.

Others feel strongly that you should write the executive summary after you’ve prepared the rest of the proposal because you’ve had a chance to work through the objectives and the solutions, and you’ll have a better idea of what to say and how to say it. Plus, things may have changed since you first started the proposal, so you might need to adjust your approach.

How to format an executive summary

The format of an executive summary is an important consideration that many people overlook. What do you include? How do you arrange the sections? To help you get started, here are the components of a good proposal executive summary:

The Opener: Capture their attention

You need an opener that's compelling. A way to get the potential client’s attention right away, and you do that by talking about THEM, not about you. Focus on the issue and the result, but be direct, concise, and evocative.

This is the time to hook them in — get them excited about what they’re going to read next.

The Need: We get it

Before a client hires you, they want to know that you get them. You can’t solve a problem that you don’t understand. This section of the executive summary is where you demonstrate your grasp of the situation. You could include a bit of your own research or a brief reference to your company’s experience dealing with a similar situation. You should also talk about how the client will benefit from solving the problem — what will change, the positive outcomes, the results.

Again, the focus here is on the prospect and their challenge, not on you and your company.

The Proposed Solution: We’ve got it

Now you’re in the spotlight. This section is where you talk about the brilliant solution you’re proposing and why it will work. But remember, this is just an overview. The prospect can read all the delicious details in the proposal, so keep it high level but still provide enough detail to convince them you have something specific and well thought out for them.

This section should start to provide your prospect with a sense of relief and get them excited about the result.

The Evidence: We can do it

It's time to show your stuff. Talk about why your company, your team, or your product is not only willing to take this challenge on, but how and why you're qualified to do so. Demonstrate what sets you apart and why they should choose you over the competition.

Maybe this is your niche market and you have lots of experience helping other companies with a similar issue. Maybe it’s a particular skill set your team possesses, your research, your algorithm, or your project management process. Or maybe you’ve won 27 Academy Awards for best picture, and you know you can make this a hit.

Talk about WHY you can make this a successful project and deliver results, but (broken record) keep it brief.

The Call to Action: Let’s do it

Keeping in mind that the purpose of the executive summary is to sell, it’s now time to close the deal.

Make the client feel like they have no other chance for happiness than to hire you and proves your solution is the one that will make their dreams come true.

Talk about why you want to work with them — a little flattery goes a long way — and about how, as partners, you will be successful.

Executive Summary Examples

Without further adieu, here are four (fictional) business proposal executive summary examples that will get your prospects excited to work with you.

1. Example of Ecommerce Executive Summary

Prospect: Gyuto -- Japanese chef knife brand Sender: ThinkBig -- Shopify design agency Project title: Shopify ecommerce Proposal

Gyuto sells what is arguably the coolest line of artisanal, sustainably-sourced kitchen knives in the world. They're handmade in Japan, capable of slicing tomatoes as thin as paper, and surprisingly affordable, considering the attention to detail. But as impressive as Gyuto knives are, you've got a static website that merely showcases low-res photos of your product line and requires customers to pick up the phone and place orders manually.

As you're well aware, placing orders manually is not sustainable. It’s severely limiting your potential for sales, and it's negatively affecting the way your customers perceive and experience the Gyuto brand. You need an ecommerce store so that customers can easily buy products from you directly at any time, from anywhere, however they want. This is the only way to grow your business online.

Lucky for you (and 1,000,000 other retailers around the world) there's Shopify. Shopify is an awesome hosted ecommerce app that empowers retailers with an easy-to-use, easy-to-manage, customizable online store and secure checkout. Shopify gives you control over the look and feel of your store and allows you to add products, manage inventory, track sales, and more. It's hassle-free ecommerce that allows you to focus on other aspects of your business.

We'll focus on implementing Shopify and leveraging its features to help drive Gyuto revenue and improve your customer experience. We'll also include powerful search and categorization so customers can easily and quickly find what they're looking for. We use best practices so that product pages convert users to add more items to their shopping cart. And then, most importantly, we’ll guide people down the conversion funnel to complete the checkout process. With this solution, we aim to grow your monthly sales by 50% within the next six months.

Here at ThinkBig, we're proud to be Shopify experts. That means we're among an elite group of developers who have been trained and approved by Shopify to help businesses like yours grow their online presence. Our Shopify status only enhances our already extensive knowledge of ecommerce trends, functionality, customer behaviour, and design. We've helped many businesses transform underperforming sites to an all-out sales boom just by improving their online shopping experience.

We love working with companies like Gyuto. Those who embrace the changes required for growth while still honouring their brand values and customer loyalty. With this attitude, a partnership with ThinkBig can transform Gyuto from mom and pop shop to family-run global online enterprise in a way that is manageable, sustainable, and profitable. We've done it for superstar brands like Dollar Shave Club, and for soon-to-be star brands like Rum Runners Rum Cake Factory.

If you're ready to increase your monthly sales by 50% in 6 months, we're ready to take you there. This proposal outlines in more detail how we'll do it, and what you can expect along the way. But your biggest expectation should be one of success.

As you can see, ThinkBig addresses all five aspects of a winning executive summary. They focus on the client with the opener, identify the prospect's need in the second paragraph, offer a solution with evidence to back it up, and include a clear call-to-action. While this sample executive summary is on the longer side, it tells the prospect exactly why ThinkBig is right for the job before they even get to the meat of the proposal.

2. Example of Marketing Executive Summary

Prospect: Pete’s Pizzeria -- Toronto pizza restaurant Sender: uGrow -- Social media marketing agency Project title: Social Media Marketing Proposal

Pete’s Pizzeria has been our favorite restaurant since the very first day we moved our offices to Toronto. The crispy-yet-fluffy crust is to die for, the sauce is otherworldly, and don’t even get us started on that fresh buffalo mozzarella you use. Surely this isn’t the first time you’re hearing this, but we have a feeling that you don’t hear it often enough. We noticed that you don’t have much of a social media presence, which is unfortunate because we think that everyone in the city should be lining up to eat at Pete’s Pizzeria.

If you weren’t already aware, social media is one of the most effective ways to expand your reach and grow your business. Without it, you’re leaving a giant, untapped pool of potential customers on the table and you risk losing existing, hungry customers to other restaurants that they follow. What you need is a social media marketing strategy to showcase your delicious restaurant in order to increase sales and customer loyalty.

Fortunately, uGrow can help. We’ll leverage Instagram, Twitter, and TikTok to get your name out to millions of users. Here’s how: First, we’ll get you set up on each of the platforms and work with you to establish the Pete’s Pizzeria brand and voice. Then, we’ll take some stunning pictures of your food and write captions with trending hashtags. After that, we’ll create a consistent content calendar and posting schedule to maximize engagement. And to top it all off, we’ll manage all of the accounts to grow follower counts and increase traffic to your website. With this approach, we expect to increase your sales by 25% before year end.

At uGrow, we specialize in helping small, Toronto restaurants like Pete’s Pizzeria reach their full potential and grow their business. We’ve worked with over 75 restaurants across the city and throughout the GTA, and every one of our clients saw an increase in sales within three months of us taking over their social media. We’ve had several posts go viral, which resulted in our clients’ restaurants being completely sold out for the following weeks. All this to say: we love Pete’s Pizzeria and want to help you get the attention you deserve.

If you’re interested in increasing your sales by at least 25% by the end of the year, we can make it happen. This proposal goes into more detail on how exactly we plan to execute on your social media marketing strategy, and what you can expect once we start. Let’s get Pete’s Pizzeria trending.

In this sample executive summary, uGrow does a great job at playing to Pete’s Pizzeria’s pain points (whew!), and offers specific solutions and outcomes to build credibility with the prospect. uGrow also makes a great use of social proof to demonstrate its effectiveness with evidence from past clients.

3. Example of Cleaning Services Executive Summary

Prospect: ELC Holdings -- Property management company Sender: CLEAND -- Commercial cleaning services company Project title: Cleaning Services Proposal

With over 15,000 rentals in 3 states, ELC Holdings is one of the biggest property management companies in the midwest. Your growing portfolio of residential and commercial properties is seriously impressive, but we heard you could use some help keeping your commercial spaces in good shape. As people begin to return to the office, it’s essential that your properties are clean, safe, and compliant to public health guidelines.

As you know, maintaining commercial spaces is no walk in the park. It takes a lot of time and effort to clean even one floor, let alone 4. And that’s just one of your many buildings. But now more than ever, it’s important that your spaces are well-maintained so that your tenants feel safe and secure. It’s not an easy task, especially if you lack the staff and equipment. This is why you need commercial cleaning services.

Having spent over 25 years in the cleaning services industry, we’ve built an experienced team and an arsenal of cleaning equipment that will leave your building absolutely spotless. We offer daily, weekly, and biweekly cleaning arrangements to ensure that your buildings are always in perfect shape for your tenants. From the carpets to the ceilings and everything in between, we can help you clean and sanitize every last corner of your properties so you can rest assured that your tenants are happy.

CLEAND specializes in commercial cleaning services, and has worked with over 200 businesses across the Midwest. We currently have contracts with the United Center and the Auditorium Building in Chicago, and haven’t had a single complaint in the 10 years they’ve been using our services. We provide consistent, reliable results, and stand by our commitment to quality. In fact, if you aren’t happy with our services, we’ll pay the first month’s bill if you switch to another cleaning services company.

ELC Holdings is one of the biggest property management companies in the Midwest, and CLEAND is one of the best cleaning services companies in the area. What do you say we join forces? This proposal outlines how our services could benefit your company, and details what to expect if you choose to seize this opportunity.

This sample cleaning services executive summary immediately highlights the prospect’s pain points and explains why CLEAND is uniquely positioned to help relieve them. It incorporates all five components of a well-written executive summary and even highlights different service offerings before the prospect digs into the solutions section of CLEAND’s cleaning services proposal .

4. Executive Summary Template Example

Here's an example of an executive summary made using a customizable proposal template from Proposify's gallery.

Of course every executive summary needs to be tailored to your specific project, your potential client's needs, and your brand voice. But if you're looking for more inspiration, we have many other business proposal templates that you can customize yourself.

Proposal Executive Summary Example

Executive summary tips: The Do’s and Don’ts

Some other important points and guidelines to keep in mind when writing your executive summary:

Do: use a template for your executive summary Getting started is the hardest part of writing a proposal executive summary. If you’re struggling to get the ball rolling, consider using a business proposal template that includes a sample executive summary. This can help ensure that you cover everything an executive summary should include.

Don’t: make it too long

Some people recommend that the executive summary should be 10% of your entire proposal, but it’s best if you try to keep it to one page, two tops if it’s a larger proposal. Be mindful that if you’re working on an RFP, they may already set out a particular length limit, so you’ll want to stick to that.

Don’t: use jargon

This rule applies to everything but is especially important when writing proposals. Jargon can act as a smokescreen to mask the fact that someone doesn’t really know what they’re talking about, or it can confuse people if they’re not familiar with the same terms.

Don’t: use overly technical language

Unless you are absolutely sure that the only person who will read the executive summary is an engineer or a developer or someone who will understand exactly what you’re talking about, don’t get too technical. In some situations, you may need to reference certain details, but remember that this is a persuasive document—sell the benefits, not the features. Save the tech stuff for the proposal.

Don’t: talk about your company history

The history of your company does not belong in the executive summary. After all, the executive summary is about your prospective client, not about you. However, if it is appropriate and relevant, put it in the body of the proposal under “About Us” or something.

Do: focus on your prospective client

Think about what they want to know, not what you want to tell them. Like any piece of copy, you need to write for your audience, so make sure you think about them; what turns them off and what turns them on.

Do: mention your potential client’s company name

People like to hear their names and the same holds true for businesses. Make sure you reference your prospect’s full company name several times in the executive summary, so they feel like you’re focused on them.

Do: use plain language

The regular rules for writing apply to executive summaries. Use simple, short sentences that are clear and can be understood at almost any reading level, especially if you might be writing for people whose first language is not English. Don’t be pretentious - you’ll come off like an ass. Be concise, and be persuasive. Here are some more writing tips for writing an effective business proposal .

Do: proofread and edit

This probably goes without saying, but you really, really don’t want any typos in your executive summary. Get more than one set of eyes on your document before it goes out, and preferably someone who wasn’t involved in its creation.

We hope this executive summary guide will help turn your ho-hum executive summaries into wicked pitches of excellence. Remember to be persuasive, not pedantic. And if anyone has a suggestion on a new name for executive summary, bring it on.

how to structure a proposal

How to Structure a Proposal

May 18, 2021

Proposify's mascot, P, in a blue suit. Coffee is for closers

Ready to make every deal a closed deal?

Get started with a free Proposify 14-day trial. No credit card required. Just more closed deals.

Just one more step to your free trial.

.surveysparrow.com

Already using SurveySparrow?  Login

By clicking on "Get Started", I agree to the Privacy Policy and Terms of Service .

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Enterprise Survey Software

Enterprise Survey Software to thrive in your business ecosystem

NPS Software

Turn customers into promoters

Offline Survey

Real-time data collection, on the move. Go internet-independent.

360 Assessment

Conduct omnidirectional employee assessments. Increase productivity, grow together.

Reputation Management

Turn your existing customers into raving promoters by monitoring online reviews.

Ticket Management

Build loyalty and advocacy by delivering personalized support experiences that matter.

Chatbot for Website

Collect feedback smartly from your website visitors with the engaging Chatbot for website.

Swift, easy, secure. Scalable for your organization.

Executive Dashboard

Customer journey map, craft beautiful surveys, share surveys, gain rich insights, recurring surveys, white label surveys, embedded surveys, conversational forms, mobile-first surveys, audience management, smart surveys, video surveys, secure surveys, api, webhooks, integrations, survey themes, accept payments, custom workflows, all features, customer experience, employee experience, product experience, marketing experience, sales experience, hospitality & travel, market research, saas startup programs, wall of love, success stories, sparrowcast, nps benchmarks, learning centre, apps & integrations.

Our surveys come with superpowers ⚡

Blog Best Of

How To Write An Executive Summary In 2024?

Kate williams.

2 January 2024

“We are moving from a world where computing power was scarce to a place where it now is almost limitless, and where the true scarce commodity is increasingly human attention.”

These lines from Satya Nadella, the Chairman and CEO of Microsoft, formed part of their 2015 attention spans report . Here, they found the average human attention span to be 8 seconds, 1 less than that of a goldfish! Technology and smartphones were the drivers for this fall, which went from 12 to 8 seconds in just a decade and a half.

We’re now in 2023, and the way technology has risen thanks to the work-from-home culture, we won’t be surprised to see even lower attention spans. This is exactly why an executive summary becomes crucial. Whether you have a business or marketing plan, a project proposal, report, or a research paper to present, an executive summary is how you attract eyeballs.

So, executive summaries are important. Period. But what they are, how to write one, and things to check before sending them, are what needs discussing. And that’s what we’re gonna do here. Before we start, you’ll really enjoy this read with a hot cuppa, you know. Go, get it.

What Is An Executive Summary?

An executive summary, as the name suggests, is a summary condensing a larger document with all its details, takeaways, and analysis. In simple terms, it gives the readers a gist of what they’ll find in the document. So naturally, it’s included at the beginning of it.

A well-written executive summary grabs readers’ attention and quickly tells what they’ll find in the document. As we saw, getting noticed in a world with lowering attention spans is tough. Therefore, the ‘how to write an executive summary’ question becomes more significant, and that’s what we’ll address first.

How To Write An Executive Summary in 2023?

Do you know why 2023 is included in this heading? C’mon, you can guess it. We’ve already talked about it. Yes, …(drumrolls)… attention span is the answer. It’s continuously lowering with each passing year. So, how can an executive summary work without changes? The changes might not be drastic, but they can’t be ignored. Hence, let’s understand how to write an executive summary that gets attention in 2023.

Before we start, we want to introduce our market research software to you..

Sign up for FREE now!

Please enter a valid Email ID.

14-Day Free Trial • No Credit Card Required • No Strings Attached

#1 Start With A Bang!

If someone is reading your executive summary, they wish to find what’s in it for them. And they want to find that out in the first 2 paragraphs. Your summary, thus, needs to start with a bang. Start talking in the interest of your readers. Don’t give out the complete problem statement and solution here. That’ll come later. But you and your team need to first get readers to that stage.

Like, for a business plan, the start can be something like this:

“[Company Name] is gearing to reach greater heights in the “salad” food category. Why? Because over a million Americans (give the market researched statistics) want them, and nobody is serving them the right way.”

Straightaway, an investor reading this has an idea about the problem statement, the market size, and would want to know how this is being solved? This way, his attention is kept, and in times like today, where technology can give people something to read, watch, and listen to every second, this is no small feat!

#2 A Clear Problem Statement

When the readers have some idea about the problem, it’s time to show the complete problem statement. Right after the start, this can come. This will reiterate, in the reader’s mind, that the problem is real and he’ll be more willing to look at the solution.

One clear mistake people make here is they write long paragraphs describing the problem statement. They don’t use statistics, graphs, or give references anywhere. This is the perfect way of sending people away. The entire problem can’t be defined with pictures, graphs, or stats, we agree, but some of it surely can be. Do that, and for the rest, write in a lucid, jargon-free language.

#3 Create Some Hype

When we were researching on the ‘how to write an executive summary’ question, nothing came up about hyping the solution. Yet, we feel, in 2023, this is as much a crucial part as the solution itself. The executive summary, for whatever reason you’re drafting it, won’t be over 2 pages. In that case, the readers don’t have to wait long before finding the solution, but who said you can’t popularize your solution in the reader’s mind?

Have you seen those teasers and end-credit scenes from the Marvel movies? They truly are the masters at hyping upcoming movies. Well, apply the same in your summary. Use words like “our solution” after referring to a part of the problem, and give readers a sneak peek at how you’re solving a particular part of the problem. Again, don’t give the entire solution, just a teaser will do!

#4 Time For The Solution

Time to give the solution! Talk about the solution to each part of the problem, give relevant statistics, graphs, and references, and don’t go into too much detail. After all, this is the executive summary. The document containing the detailed solution comes after this. So, keep the solution crisp, and balance it with the right numbers and presentable stats.

#5 The Expected Outcome

Any investor, business head, or professor would want to know the expected outcomes all proposed solutions will generate. Depending on the project, use the right parameters to define those outcomes. For example, with a marketing plan, the parameters where outcomes will be expected are around sales, time, cost, brand growth, and cost-per-sale, basically the efficiency of the marketing plan.

There can be more outcomes, for sure. But it’s important to talk about the results for these parameters, as that’ll define the chances of success for the proposed marketing plan. Keep it high-level while giving the reader things to be excited about.

#6  Mention Your Expertise

When people think about how to write an executive summary, they focus primarily on the problem and the solution. But what makes you and your company equipped to handle the problem? You need to talk about that, too.

Mention similar projects from the past, or your company’s experience in handling a variety of projects. You wish to develop trust in the client, professor, or your boss’ eyes about why you’re the right fit for the project. So, talk about your strengths but refrain from lying or exaggerating things. Include the correct numbers, even if they’re small. They tell the right story, and that’s what truly matters.

#7 Fall Back On Research

For your business, marketing plan, or research paper, if you’ve done some market research survey , and it came out in your favor, use that in the executive summary. To be honest, if the title would’ve been ‘how to write an executive survey in 2020’, we won’t have talked about market research. But as things stand, market research is playing a crucial role for almost every growth-focused company in 2021, and the trend is going to continue. Hence, carry out relevant market research. It’ll help.

#8  An Actionable End

This is a no-brainer. Just as you started on a high, you gotta end on an actionable note, too. This is because the reader’s final decision to fully analyze the document comes after reading the call to action at the end of your executive summary. Moreover, the focus of an executive summary is to sell, not describe. For that, giving an actionable end is highly important.

Here are a few examples:

  • Given its visibly massive benefits and minimal costs, [Company Name] calls on the [Investor Group] to approve this proposal.
  • 2021’s winter marketing campaign was a success. The key parameters were all achieved. We will take the lessons from it to apply to this campaign and make it a success, too.
  • The researchers concluded advertisements were indeed an effective way to achieve key KPIs. However, further research will determine which factors will increase the ROI maximally.

What Specific Sections To Include In An Executive Summary?

Students and professionals remain in doubt about the specific sections to include in their executive summary. They know the pattern but are doubtful about how to include that using different sections. We’ll help you with this, as the sections included in a business plan differ from the ones included in a research paper or a project proposal. With no further ado, time to let the cat out of the bag.

For A Business Plan

A business plan is a document describing every aspect of a business, from the business model, products, growth prospects, a market gap, and a marketing plan. Startups use business plans to pitch in front of investors and get funded. Not just new businesses, but even the older ones looking to expand into a new industry and get funded prepare a business plan document.

Here are some of the commonly included sections in a business plan:

  • Company & Problem Statement Description: Talk about the company briefly and address the problem statement.
  • Market Gap Analysis: Show the numbers that prove the problem is real and there to be solved.
  • Proposed Solution: Give high-level information about your solution. Talk just enough, so the investor can’t wait to read the entire solution with all its numbers.
  • SWOT Analysis: This part is where investors give the most time, as they want to understand your solution in every way. No need to exaggerate or hide anything here.
  • Market Research Analysis: Carrying out market research will show investors you’ve already market-tested your solution and know what the ground reality is.
  • Marketing Plan: Include this to show how you’re planning to deliver the solutions to the target market and grow.
  • Financial Projections: This’ll show the cost and profitability associated with the business plan.
  • Funding Request: A formal request to the investors to support your solution financially.

For A Project

The question about how to write an executive summary for a project revolves around the project management perspective. This can be an initiative from a particular team within a company or can be about a new project or tender. In both cases, there’s very little difference in the sections included. Let’s look at it:

  • Introduction: Mention the purpose of the project. Answer why your team/company wants to take up this project with all its problems?
  • Company/Team description: Explain why the project should be awarded to your team/company.
  • Solution: How will you solve the mentioned problems? If possible, give a glimpse of how you’ll do it differently than others.
  • Credibility: Show why you and your team/company are the best fit for the project
  • Resources Required: Mention the required resources with brief detailing.
  • Return on Investment: Talk about the profitability of the project.
  • Market Research: This section backs the ROI numbers predicted about the project.
  • Marketing Plan: Describe the marketing plan, stating how sales, partnerships, and ultimately the growth will happen?
  • Budget Planning: Mention the budget needed.
  • Timeline: By when can the project be completed or goals accomplished? Answer this.
  • Team: Who are the team members/key personnel for the project?
  • Allotment Request: Formally request the authorities to give this project.

For A Report

A summary for a report is developed after a certain assignment or project is finished. The document containing the details is attached, but the summary tells readers what to expect from it while stating the results achieved without delving into the details. So, it’s an after-work assessment to find how the assignment/project was carried out. A research paper summary can have the same sections, too.

The different sections to include in a report summary for 2023 and beyond are:

  • Introduction: The introduction tells readers what is to come and in what order.
  • Background: This highlights the circumstances in which the work/experiment was carried out. These circumstances can be the criterias or constraints faced while doing the work.
  • Problem Statement: What’s the problem that the report highlights?
  • Solutions & Recommendations: The solutions and recommendations are explained in pointers for different parts of the problem with a final verdict.
  • Research/Work Methods: This is where you explain how the project or research work was undertaken.
  • Work Evaluation: This is where you point out the degree to which the work was accomplished, and the work that’s still left.
  • Contributions: Which team member did what? This is what you’ll briefly talk about here before ending with a call to action.

For A Marketing Plan

When we talk about writing an executive summary for a marketing campaign, it’s very close to writing an executive summary for a new business. The research that goes into it is huge, which is why presenting it properly with the right sections becomes more critical.

Sections to include in an executive summary for a marketing plan:

  • Market Research: No marketing campaign can work without this. You must’ve tested the market for your product or service, and included that in the marketing plan. Talk about it here. Show how you’ve researched the potential customers, target demographics, potential competitors, and the supply-chain environment for your industry in the target demographics.
  • Mission: Explain what the mission behind your marketing plan is. Use words like ‘contribution’, ‘distinction’, and ‘key market player’ to do that.
  • Strategy: Talk briefly about the strategy or strategies you’ll use to reach the target customers. Advertising, networking, organic content marketing, or direct brochure and flyer marketing. Whatever your strategy is, talk about it.
  • Pricing: Explain how you’ve priced the products/services. The market research data will help you do that.
  • Budget: What’s your budget requirement for the campaign?
  • KPIs: Mention the key performance indicators on which the campaign can be evaluated for success or failure.
  • Improvements: Survey campaigns that’ll allow you to pivot, make changes, and get better.

Wrapping It Up…

We’ve discussed the 2 crucial questions about executive summaries that’ll help you. But before wrapping up, we’ll give you a heads up about some small, important things which will allow you to send the best summaries. Here they are:

  • Use extremely simple, jargon-free language.
  • Keep the length of your executive summary as short as possible. Anything over 2 pages won’t retain attention.
  • Include all sections in the same order as that in the document. It shows you’re organized with your thought process.
  • Use numbers and financial projections, but don’t overdo it. Keep them to support your text, not the other way around.
  • For solutions, use bullet points.
  • And lastly, don’t confuse an executive summary with an introduction. The executive summary gives you the gist of the entire document, while an introduction draws the reader towards the rest of the material.

There you go. We’ve covered it all. Now, use these and create executive summaries that stick to your reader’s minds! For any help, we’re here . Rooting for your success.

Content Marketer at SurveySparrow

You Might Also Like

6 major mistakes to avoid when managing a work from home team, what is 360 degree feedback 10 myths, busted., 10 reasons to offer employee wellbeing at the workplace, cherry-picked blog posts. the best of the best..

Leave us your email, we wont spam. Promise!

Start your free trial today

No Credit Card Required. 14-Day Free Trial

Request a Demo

Want to learn more about SurveySparrow? We'll be in touch soon!

Build surveys that work

Beautifully designed conversational surveys. highly engaging. 40% more responses..

14-Day Free Trial • No Credit card required • 40% more completion rate

Hi there, we use cookies to offer you a better browsing experience and to analyze site traffic. By continuing to use our website, you consent to the use of these cookies. Learn More

How to Write an Executive Summary: A Writing Workshop

Date and location.

Add this event to calendar

​ ​Register for Zoom HERE

Executive summaries are strategic documents that amplify the important message of a larger policy report. Sometimes your audience will only read this document. Or they will read your executive summary to understand​ main points and to see if they should read on. Learning how to write an excellent executive summary is an important part of being an effective and persuasive policy communicator. 

Speakers and Presenters

​Lauren Brodsky, Senior Director, HKS Communications Program and Lecturer in Public Policy

Additional Organizers

​HKS Communications Program

IMAGES

  1. How To Write An Executive Summary Plus Examples & Templates

    how to write an executive summary for an it project

  2. FREE 11+ Sample Executive Summary Templates in PDF

    how to write an executive summary for an it project

  3. Example Of An Executive Summary

    how to write an executive summary for an it project

  4. 30+ Perfect Executive Summary Examples & Templates ᐅ TemplateLab

    how to write an executive summary for an it project

  5. 43+ Free Executive Summary Templates in Word Excel PDF

    how to write an executive summary for an it project

  6. 16+ Business Plan Executive Summary Template

    how to write an executive summary for an it project

VIDEO

  1. Aug 21 2023 Writing an Effective Personal Statement WEBINAR

  2. How To Write an Executive Summary for a Retail Store

  3. Question 2

COMMENTS

  1. How to write an executive summary, with examples

    In general, there are four parts to any executive summary: Start with the problem or need the document is solving. Outline the recommended solution. Explain the solution's value. Wrap up with a conclusion about the importance of the work. Free cross-functional project template What is an executive summary in project management?

  2. How to Write an Executive Summary (Example & Template Included)

    Download Word File How to Write an Executive Summary Executive summaries vary depending on the document they're attached to. You can write an executive summary for a business plan, project proposal, research document, or business case, among other documents and reports.

  3. How to write an executive summary in 10 steps

    Take quiz What is an executive summary? An executive summary is a concise overview of a longer document or report. It is typically written for busy executives or decision-makers who may not have the time to read the entire document but still need to grasp its key points and recommendations.

  4. How to Write an Executive Summary for a Report: Step By Step ...

    Create Executive Reports in Databox What Is an Executive Report? Executive reports are used for keeping senior managers updated on the latest and most significant activities in the company. These reports have to be concise and accurate since they will have a huge impact on the most important business-related decisions.

  5. PDF How to Write an Executive Summary

    Good executive summaries start by introducing your project: What policy problem drives the work? Who is the client and what is their motivation? What research questions did you consider? A strong opening paragraph or two on the scope and policy problem will help your audience understand the context, and will create urgency around the work.

  6. How To Write A High-Impact Executive Summary

    Typically, your executive summary should be a one-pager (one and a half pages at worst). To summarise a 3000 - 5000-word document into one page is no easy task, so you'll need to: Present only the most important information (key insights, recommendations, etc). Write concisely - i.e. with brevity and completeness.

  7. How to Write an Executive Summary

    An executive summary should be clear and concise (typically one to two pages long) and present the main points in a formal tone. The purpose of an executive summary is to pique the reader's curiosity by presenting facts from the larger piece of content it is summarizing.

  8. How to Write an Executive Summary: Step-By-Step (2024)

    Step 2: Define the problem. Clearly state the problem or goal your proposal aims to address. You want to assure the client or sponsor that you fully understand the situation. Here's an executive ...

  9. How to Write an Executive Summary, with Examples [2023] • Asana

    But required an executive summary included project management, you want to cover what of project is aiming to reaching plus why those goals matter. How to Write an Executive Contents, with Examples [2023] • Asana. One same four parts apply to with executive summary in project management: Start with the trouble or need the project is solving.

  10. How to write an executive summary for projects

    1. What is an executive summary for project management? It helps to have a clear understanding of why you're writing an executive summary. In many instances, the decision-makers who read the report will only consume that document as it relates to your project. Some may venture further. Still, they'll employ your executive summary as a guide.

  11. How to Write an Executive Summary, with Examples

    Research papers Environmental studies Market surveys Project plans Typically comprising four key elements, an effective executive summary should: Begin by addressing the problem or need that the document seeks to resolve. Outline the proposed solution to the identified problem. Articulate the value of the recommended solution.

  12. How to Write a Great Executive Summary

    Generally, an executive summary for a business plan includes the following sections: Table of contents The table of contents lists the sections included in the main document. This gives an even more concise overview of the document and the executive summary itself. Company background/About

  13. How To Write an Executive Summary (With Example)

    Jennifer Herrity Updated July 21, 2023 An executive summary is a section of a larger document that summarizes the main points so readers can quickly familiarize themselves with the material. This can be a useful feature in a lengthy business document or one that many people are likely to review.

  14. How to Write an Executive Summary (With Example)

    How to Write a Great Executive Summary? Writing a long document and summarizing only the important information from one are two different things. Unlike your original document, which outlines everything in detail, the executive summary condenses the main idea into a few pages. Here's how to write an executive summary with a clear roadmap.

  15. How to Write an Executive Summary Like McKinsey

    Let's take a closer look at each component of the executive summary and how it can be used to craft an effective executive summary deck using the McKinsey/BCG/Bain methodology. 1. Objective. The objective of the executive summary should succinctly define the purpose of the presentation and why it is important for the audience to understand the ...

  16. Executive Summary for a Project: Definition and Example

    If you want to write a professional executive summary, you can follow these steps: 1. Describe the problem Executive summaries help get approval for projects that solve a problem. Briefly outline that problem in your summary. Use descriptive, active words to describe the issue and why it needs a solution.

  17. How to Write an Executive Summary, with Examples [2023] • Asana

    An executive summary conditions your project's main points in a succinct, easy-to-understand form. Learn methods to write one uses in direct (with examples!). ... Therefore, as you continues the hone your executive summary writing skills, hier are a few common pitfalls to avoid: Avoids using jargon.

  18. How to Write an Executive Summary in 10 Steps

    Apr 05, 2022 Whether you're starting a new business or growing an existing one, creating business or project plans puts you in the driving seat for success. According to a study, creating a detailed plan and sticking to it gives you a 30% greater chance of growing and doubling your business.

  19. 10 Executive Summary Examples And How to Write One Yourself

    Focus on the latter. If you're writing the project executive summary in software development, you might begin with what matters to the reader as follows. In 2020, the retail major was managing its inventory on spreadsheets.

  20. How To Write an Executive Summary (Templates Plus Example)

    Here are five steps you can take to write an effective executive summary: 1. Provide an overview of your project. The first section of an effective executive summary is an introduction that provides readers with an overview of your proposed project. Here, you should include details of your organization, including the name, address, type of ...

  21. Free Executive Summary Template [PDF + Masterful Examples]

    Use these templates to craft an effective executive summary for your business or project. Watch a demo Employee Onboarding HR and People Ops Guru 101 Template Marketing Proven Go-to-Market (GTM) Strategy Templates Operations and IT 12+ Action Plan Templates Best Practices to Reduce Meetings Glossary of Terms Guru 101 Template

  22. How To Write an Executive Summary (with examples)

    Proposals (This article was originally published on 7/4/2017 and updated on 05/16/2023) There is so much dissent surrounding the executive summary of a proposal— Where does the executive summary go? How long should an executive summary be? How do you format an executive summary?

  23. How To Write An Executive Summary In 2024?

    A research paper summary can have the same sections, too. The different sections to include in a report summary for 2023 and beyond are: Introduction: The introduction tells readers what is to come and in what order. Background: This highlights the circumstances in which the work/experiment was carried out.

  24. How to Write an Executive Summary: A Writing Workshop

    Executive summaries are strategic documents that amplify the important message of a larger policy report. Sometimes your audience will only read this document. Or they will read your executive summary to understand main points and to see if they should read on. Learning how to write an excellent executive summary is an important part

  25. Latest Grants for Businesses

    10 likes, 1 comments - fundingsquare on February 10, 2024: "This is strictly for those ready to raise $20,000 and more in 2024. Are you ready to level up yo..."

  26. Post Office: Governments of last 20 years should 'regret' Horizon ...

    Executive write to Post Office minister over law The first and deputy first ministers call on the UK government to apply new sub-postmasters law in NI. Northern Ireland

  27. PDF Understanding Suburban School Segregation: Toward a Renewed Civil

    Civil Rights Project/Proyecto Derechos Civiles, UCLA, February 2024 1 Understanding Suburban School Segregation: Toward a Renewed Civil Rights Agenda Erica Frankenberg & Genevieve Siegel-Hawley Executive Summary For at least the last fifty years, incentivized by government policy, the suburbs and their schools have rapidly expanded.