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Executive Summary: A Guide to Writing and Presentation

Executive summaries precede nearly every type of business document. Despite being the shortest part, they often leave the biggest impression on the reader. Yet, many writers choose to treat an executive summary as an afterthought. (And some presenters too!). Why? Because writing an executive summary is a seemingly hard task. But our mission is to prove otherwise! 

What is an Executive Summary?

An executive summary is a preface to a larger business document such as an annual report, business plan, or whitepaper, succinctly summarizing the key discussion points. Effectively, an executive summary offers a preview of the content, so that the reader could form a baseline opinion about the contents prior to diving into a deep reading session. 

The University of Arizona offers a more elaborated executive summary definition which also notes that an executive summary should:

• Restate the purpose of the follow-up document
• Highlight the key discussion points and most notable facts 
• Relay any notable results, conclusions, or recommendations

Though an executive summary is just a foreword to a bigger report, it’s one of the most labor-intensive items as you have to condense a lot of information into a high-level summary. Oftentimes, an executive summary also gets prominent placement in the follow-up presentation, done on the report.  

Executive Summary Examples

Nearly every type of business document will have an executive summary. Some are better structured and presented than others. But it’s not just limited to business documents. Executive summaries are also used in scientific projects, articles, and education. Below are several admirable executive summary examples you may want to use as an inspiration for writing. 

Accenture: Gaming: The Next Super Platform 

This executive summary for an industry report opens with some big quantifiable claims, clearly communicating the main agenda — describing the size and state of the global gaming market. The gaming industry is a huge market. The pullout texts on the sidebar further detail the scope of the document. Plus clarify for whom this report is intended. 

IBM: Cost of a Data Breach Report 2020 

IBM conducts an annual joint report on cybersecurity with Ponemon Institute. They open the executive summary with a brief recap of their mission and past research. Then dwell on this year’s findings and methodology. If you are writing an executive summary for a similarly massive original research, it’s worth focusing more on your techniques for obtaining data and arriving at the conclusions as IBM did. 

Deloitte Digital: Exploring the value of emotion-driven engagement

Deloitte selected a more narrative style for this executive summary, mixing some key data points and methodology with the core messaging of the report. This is a good example of structured data presentation . On one hand, you have an engaging narration flow. On the other, the summary covers all the important discussion points. 

Executive Summary Format

As the above executive summary examples illustrated, there is no one fit-it-all format for writing an executive study. The best approach depends on your report type, purpose, and contents. 

That being said, an executive summary needs to fulfill several earlier mentioned criteria — offer a preview, provide key information at glance, showcase any results, recommendations. That’s what most readers expect to see on the first page after all. 

The easiest way to approach writing is to draft a preliminary executive summary outline featuring the following subsections:

• General introduction, explaining the key problems discussed 
• Main problem statement(s)
• Selected findings or recommendations 
• The importance of discussed points 

Since you’d also be likely working on presenting the executive summary to other stakeholders , it helps you keep the above structured as bullet points at first. So that you could easily transfer the main ideas to your executive summary PowerPoint slide . 

How Long Should an Executive Summary Be?

As a rule of thumb, an executive summary should not go longer than one vertical page. That is an equivalent of 300-500 words, depending on the typeface. For longer reports, two pages (a horizontal split) may be acceptable. But remember, brevity is key. You are working on a trailer for a movie (the full report). 

How to Write an Executive Summary: a 3-Step Framework 

You can start with the aforementioned loose format and then adapt it to your document type. Remember, you don’t need to follow all the recommendations to a T. Instead, mix some ideas to make your executive summary sound both professional and engaging. Here are several tips for that:  

1. Start with a Problem Statement 

Think of the first paragraph as if of an opening slide for a presentation : you need to make a big compelling statement that immediately communicates your agenda. Set the scene for the reader. There are several ways to do so:

• Answer the “why now” question in the opening paragraph 
• Address the urgency of the matter 
• Highlight the importance of the discussed issue 

Alternatively, you can also go for a more traditional opening and explain the background of the research and discussed issue. For example, if you have conducted a go-to-market strategy evaluation for the team you can start by saying that “This report analyzed online furniture brand performance in 5 target EMEA markets in terms of market share, local brand recall, brand preference, and estimated online sales volumes.” Afterward, briefly communicate the main aim of the report. 

2. Present the Main Discussion Points 

Next, flesh out what’s included in the scope of this report to properly manage the reader’s expectations. You can use the report’s section subheads as key discussion points or come up with snappier, more descriptive statements. 

Here are several good writing practices to follow: 

• Use bullet points and numbered lists to break down text blocks. 
• Quantify the biggest findings when possible. Style them as “call-outs”. 
• Mention the limitations of your report and what it does not account for. 
• Discuss the used research methods and data sources. 

Finally, summarize the findings in one concluding paragraph if you have space. Or style it as a featured quote to draw the reader’s eye towards crucial information. 

3. List the Recommendations or Next Steps 

The bottom part of the page, around 100-150 words should be allocated towards underlining the results, conclusions, and follow-up action expected from the reader. Summarize what you have found during the course of your research. Mention if you have identified any specific type of solution or a type of recommended action. 

Once you are done, send over an executive summary draft to a team member who hasn’t seen the complete report. Ask for their feedback. Can they tell what the report content is after reading the summary? Does the summary intrigue them? Is it descriptive enough for someone without any other context into the matter? Use the critique to further improve the document. 

How to Prepare an Executive Summary Presentation 

High chances are that you’ll also be asked to write the copy for the executive summary presentation, and perhaps even design it too. So let’s get you up to speed on this aspect as well.

How Does an Executive Summary Slide Look Like in PPT?

There’s no ultimate look for an executive summary slide as most presenters customize it to best reflect the content they’d want to showcase. But if you want some universal example, here’s our executive summary slide template : 

You can build an entire slide deck tailored for an executive summary or business presentation by using our AI Presentation Maker . Fill the topic, analyze & edit the proposed outline, and select a design. That’s it! You can create an engaging executive summary slide deck with any number of slides.

What Makes a Good Executive Summary Slide?

A good executive summary slide visually communicates all the important information from the full report. Typically, it’s an even more condensed version of the written executive summary, prefacing the document. Thus to create a good executive summary slide, be prepared to do some ruthless editing.

Include a condensed version of the: 

• Main problem statement or report agenda 
• Key findings. Prioritize quantifiable ones
• Recommendations and next steps.

Also, you will need some PowerPoint design mastery to ensure that an executive summary in your PowerPoint presentation looks compelling, but not cluttered. Prioritize white space. Here is where a good executive summary template can make your life easier. To minimize the number of texts, add icons and other simple visualizations. Trim headers and subheads to give the slide even more breathing room.

For those looking to create an engaging and visually appealing presentation, consider utilizing professional presentation templates to enhance the visuals of your executive summary slide. These templates are specifically designed to help presenters convey their message effectively and with style, ensuring that your audience remains captivated and fully understands the key points of your report.

How to Write an Executive Summary for a Presentation

Most likely you won’t need to write a brand new copy for this slide, but rather adapt the text at hand. That already makes your job a lot easier when summarizing a presentation into an executive summary slide. Still, you don’t want to mess anything up. So stick with the executive summary template you’ve chosen and fill in the gaps using our tips. 

1. Keep the Tone Consistent 

Use the same tone of voice and word choices in your slide deck as you’ve adopted in the report. If the tone of your presentation speech differs too much with terms used on the slide and in the report copy, some audience members may get confused, and then disengaged. 

2. Focus on Telling a Story 

Stakeholders will have the extra time to read the “dry” report. During the presentation, your main goal is to draw their attention to the most important issue, showcase the value-packed inside the report, and make them eager to learn more by actually flipping the full copy afterward. 

3. Chop Full Sentences into Bullet Points 

Go snappy and present information in a snackable manner. Remember, our brain can only keep 3-5 items at once in the working memory. So you shouldn’t try to overload the audience with a long list of “very important points” in one sitting.  

Also, per a recent presentation survey, among the 3 things that annoy audiences most about presentations are slides that include full sentences of text. So, when working on your presentation summary slide, trim those lengthy texts and move on some of the other points to separate slides. 

4. Don’t Go Data Galore 

Including numbers and data visualizations is a great way to present your executive summary. However, overloading your data slides with data nuggets makes your presentation less impactful. 

As presentation design expert Nancy Duarte explains : 

“Data slides aren’t really about the data. They’re about the meaning of the data. It’s up to you to make that meaning clear before you click away. Otherwise, the audience won’t process — let alone buy — your argument.”

It’s a good idea to spotlight 3 main data points on your executive summary slide. Then use some extra minutes to comment on why you’ve chosen to present these. 

To Conclude

An executive summary is the first page and/or slide a reader will see. That’s why the stakes are high to make it look just right. Granted, that shouldn’t be an issue. Since you now know how to write, design, and present a compelling executive summary to others! 

1. Project Summary PowerPoint Template

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2. Simple Executive Summary Slide Template for PowerPoint

3. One Page Strategy Summary PowerPoint Template

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

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:

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.

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.

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.

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.

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How to Write an Executive Summary (+ Examples)

• March 21, 2024
• Business Plan , How to Write

The executive summary is the cornerstone of any business plan, serving as a gateway for readers to understand the essence of your proposal.

It summarizes the plan’s key points into a digestible format, making it crucial for capturing the interest of investors, partners, and stakeholders.

In this comprehensive guide, we’ll explore what the executive summary is, why we use it, and also how you can create one for your business plan. Let’s dive in!

What is an Executive Summary?

An executive summary is a concise and compelling overview of a business plan (or simply a report), designed to provide readers, such as investors, partners, or upper management, with a quick and clear understanding of the document’s most critical aspects.

For a business plan, it summarizes the key points including the business overview , market analysis , strategy plan timeline and financial projections.

Typically, the executive summary is the first section of a business plan, but it should be written last to ensure it accurately reflects the content of the entire document.

The primary goal of an executive summary is to engage the reader’s interest and encourage them to read the full document.

It should be succinct, typically no more than one to two pages, and articulate enough to stand on its own, presenting the essence of the business proposal or report without requiring the reader to go through the entire document for basic understanding.

Why Do We Use It?

The executive summary plays a crucial role in whether a business plan opens doors to funding, partnerships, or other opportunities . It’s often the first (and sometimes the only) part of the plan that stakeholders read, making it essential for making a strong, positive first impression. As such, we use it in order to:

• Capture Attention: Given the volume of business plans investors, partners, and lenders might receive, an executive summary’s primary function is to grab the reader’s attention quickly. It highlights the most compelling aspects of the business to encourage further reading.
• Save Time: It provides a succinct overview of the business plan, allowing readers to understand the key points without going through the entire document. This is particularly beneficial for busy stakeholders who need to make informed decisions efficiently.
• Facilitate Understanding: An executive summary distills complex business concepts and strategies into a concise format. Therefore, it makes it easier for readers to grasp the business’s core mission, strategic direction, and potential for success.
• Driving Action: By summarizing the financial projections and funding requirements, an executive summary can effectively communicate the investment opportunity. Indeed the investment opportunity, whether to raise money from investors or a loan from a bank, is the most common reason why we prepare business plans.
• Setting the Tone: The executive summary sets the tone for the entire business plan. A well-written summary indicates a well-thought-out business plan, reflecting the professionalism and competence of the management team.

How to Write an Executive Summary in 4 Simple Steps

Here’s a streamlined approach to crafting an impactful executive summary:

1. Start with Your Business Overview

• Company Name: Begin with the name of your business.
• Location: Provide the location of your business operations.
• Business model: Briefly describe how you make money, the producfs and/or services your business offers.

2. Highlight the Market Opportunity

• Target Market : Identify your target market and its size.
• Market Trends : Highlight the key market trends that justify the need for your product or service.
• Competitive Landscape : Describe how your business is positioned to meet this need effectively.

3. Present Your Management Team

• Team Overview: Introduce the key members of your management team and their roles.
• Experience: Highlight relevant experience and skills that contribute to the business’s success.

4. Include Financial Projections

• Financial Summary: Provide a snapshot of key financial projections, including revenue, profits, and cash flow over the next three to five years.
• Funding Requirements: If seeking investment, specify the amount needed and how it will be used.

2 Executive Summary Examples

Here are 2 examples you can use as an inspiration to create yours. These are taken from our coffee shop and hair salon business plan templates.

Coffee Shop Executive Summary

Hair Salon Executive Summary

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• How to write an executive summary, with ...

How to write an executive summary, with examples

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:

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 .

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How To Write Consulting Executive Summary Slides [BCG Example]

Table of contents.

If you’re anything like me, then y ou build all of the main body slides in your slide decks, sharpen the text , perfect your visualizations … and then quickly throw together an executive summary slide.

The problem?  The executive summary slide is the first impression of your deck and the only place that the reader can get a complete overview of your argument.

Therefore, executive summary slides shouldn’t be an afterthought. In fact, it’s important to spend significant time writing a strong executive summary that clearly articulates your argument and inspires your reader to act.

What is an executive summary slide?

An executive summary is a written overview of the main points or arguments of a larger document, memo or other report.

Strategy consultants also write executive summaries for their presentations or slide decks.

An executive summary slide is the first slide in your presentation that fully summarizes the argument, storyline, and supporting evidence of the body slides.

Download 120+ strategy consulting presentations for free

Looking for slide inspiration? Download 120+ consulting slide decks from top strategy consulting firms, such as McKinsey, BCG and Bain!

Why do you need executive summary slides?

As a reader, it’s so easy to get lost in a PowerPoint slide deck. You need to keep previous slides and messages in your mind, follow the line of argument, and somehow put everything together into a coherent story that you can make sense of.

Executive summary slides help the reader “follow along” with your slide deck. There are a few main benefits:

• Executive summaries provide context to help the reader understand why the topic of the slide deck is important.
• Executive summaries communicate the high-level argument before the reader gets into the body of the slide deck. This helps the reader understand your more detailed body slides.
• Executive summaries are a “map” that the reader can reference back to if they start losing the line of argument in the body of the deck.

How to write executive summary slides

To understand the best practices of writing executive summary slides, we’re going to break down a BCG executive summary.

In doing so, we’re going to learn the simple framework for writing executive summary slides that is used by strategy consultants, such as McKinsey & Co, Bain, and BCG.

Below you can see an example of a BCG executive summary.  This slide deck is a BCG report on “Melbourne as a Global Cultural Destination” and can be downloaded here .

Here are the two main executive summary slides:

These BCG executive summary slides are a great example of an executive summary done well. So we’ll use them to describe best practices.

Best practice #1: Bold text for summary sentences, bullet points for supporting data

One of the first things you’ll notice about the BCG executive summary is the bold-bullet structure.

The bold sentences denote key statements or claims, and the bullet points support those statements (usually with data).

If there was no evidence to support their claims — or if the evidence was buried deep in the slide deck — then the reader could quite easily doubt the validity of the claim, and ultimately the end conclusion of the slide deck.

So one of the key aspects of strategy consulting slide decks is that no claim is made without evidence. And that includes the executive summary.

Let’s zoom in on one example:

The key statement in this part of the executive summary is “there are weaknesses in Melbourne’s cultural and creative offer”.

This claim is supported by a bunch of data points, such as 90% of agencies and thought leaders believe the cultural offer is not clearly articulated.

Best practice #2: Bold summary sentences can be read alone to tell a story

Executives are busy people and many of them aren’t interested in diving into the supporting bullet points. They will simply read through your bolded summary sentences to understand the high-level argument and recommendations.

This means that  your executive summary should be “skimmable by design”.

In other words,  your bolded summary sentences should tell a complete and logical story without requiring the supporting data in the bullet points below.

Let’s read just the bolded sentences in our BCG executive summary:

Melbourne has a compelling creative and cultural offer; the city attracted >10m Australian and international visitors in 2015. Cultural visitors and creative industries drive significant economic benefits; cultural tourism projected to grow further. However, Melbourne’s position as Australia’s cultural and creative capital is being challenged. On a global index of cultural and creative cities, Melbourne ranks first in Australia, third in Asia and 12th globally. Melbourne has clear strengths to build on as a cultural and creative city. However, there are some weaknesses to address to further improve Melbourne’s cultural and creative offer. These findings suggest five strategic priorities to improve Melbourne’s position as a global cultural and creative destination, which may lift Melbourne’s position on the Performance Index.

It reads just like a narrative!

Despite ignoring all the bullet points, we can still fully understand the argument that BCG is making in their executive summary (which is also reflected in the body of the slide deck).

Best practice #3: The executive summary should reflect the ‘SCR storyline’ structure of the slide deck

It’s not good enough to just “tell a story”, you need a tell the story using a particular structure.

The structure used by strategy consulting firms, such as McKinsey & Co, Bain, and BCG, is the ‘situation, complication, resolution’ structure.

As an aside, you can learn more about how to craft a compelling argument and SCR storyline for your slide deck in our Complete Guide To Building Strategy Presentations . If you haven’t read that guide, you should check it out.

Let’s take a look at how the SCR storyline applies to your slide deck:

• What baseline knowledge do people need to have before they understand our argument?
• How did this problem come about?

Complication

• What is the problem we need to solve?
• Why is this particular problem important to solve?
• How do we respond / solve the problem?
• What are the specific recommendations and/or next steps?

Your executive summary slide should communicate the complete storyline in your slide deck. And thus it should also follow the situation, complication, resolution structure.

In our BCG example, you can clearly see the SCR structure in action:

It’s important to set the context with the situation, as there’s no guarantee that all of you readers will have the background knowledge to understand your argument. It also gives you the opportunity to explain the causes of the problem that you’re addressing in the slide deck.

Then, in the complication section, you should succinctly define the problem and why it is important to solve. Some people suggest that you use a question format, for example “How can Melbourne improve its position as a global cultural and creative destination?”, although that’s really just a matter of style.

Finally, you need to clearly articulate your proposed resolution or “answer” to the problem. You’ll note that most of the executive summary real-estate is spent on the resolution component. From a reader’s perspective, the recommendations are the most important part of the slide deck.

Executive summary slide examples

Below you’ll find examples of executive summary slides from consulting firms like Bain & Co, BCG, L.E.K. Consulting, Oliver Wyman, and others.

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How to write an executive summary in 10 steps

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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.

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.

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. 

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 .

Allaya Cooks-Campbell

With over 15 years of content experience, Allaya Cooks Campbell has written for outlets such as ScaryMommy, HRzone, and HuffPost. She holds a B.A. in Psychology and is a certified yoga instructor as well as a certified Integrative Wellness & Life Coach. Allaya is passionate about whole-person wellness, yoga, and mental health.

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10 Free Executive Summary Templates in Word, Slides, & ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 14, 2024

Executive summaries are a key part of any business plan and there’s a lot riding on their success!

Despite being a small piece of a larger proposal, executive summaries serve a big purpose in project management and will be read by every stakeholder, higher-up, or investor you hope to impress. So they must be handled with care.

Your executive summary should be short and sweet, but it also needs to pack a punch. Different than an abstract, the executive summary provides a condensed variation of what your project proposal explains in length. Think of it as the highlight reel or SparkNotes version of your more-detailed project documents .

The thing is, executive summaries are all about strategy. They may be brief, but they’re intentional! And there’s a secret to nailing the perfect summary for your proposal every time—templates. 🙂

Executive summary templates are the only surefire way to guarantee you’re hitting the most impactful points, every time. Plus, they help you save time writing them and make the overall process significantly less stressful and more formulaic.

Follow along to learn more about executive summary templates and the must-have features to look for before you download. Even access 10 of the best free executive summary templates for any type of proposal! Whether you use ClickUp, Word, PowerPoint, or the like, we’ve got a template to make your summaries significantly easier. 🙌🏼

What is an Executive Summary Template?

Top features to look for in executive summary templates, 1. clickup executive summary doc template, 2. clickup whiteboard executive summary template, 3. clickup executive memo template, 4. clickup program summary template, 5. clickup payroll summary report template, 6. clickup executive board report template, 7. clickup executive project status report template, 8. microsoft word executive summary template, 9. powerpoint executive summary template, 10. executive summary google slides template, who benefits from using an executive summary template, in summary, choose an executive summary template by clickup.

First things first— what is an executive summary?

An executive summary boils down the key points from a larger report or proposal into a brief and easily digestible document. This summary will give the reader a solid grasp on what’s to come and will cover the main takeaways from the larger body including the project plan , the problem it aims to solve, the project scope , cost breakdowns, OKRs , and more.

The length of your summary will vary depending on the complexity of your project, but a good rule of thumb is to think of it as a “section” rather than a full-length document of its own.

When it comes to executive summaries in project management, here are the five major points to cover in your executive summary:

• Project description : This is how you’re going to hook your reader! Stick to two or three sentences that summarize the project and its purpose.
• The problem you’re solving : Why are you making this product? Use this opportunity to dive into the reasons why people need this solution.
• Market analysis : This includes your target audience, any research you’ve done, and data that helps support why your product will succeed.
• The process : Without going too deep into the workflow, what will it take to get this project off the ground? Describe the resources, budget, people, and time needed to make your project possible.
• Future projections and next steps: What’s in it for the reader? How will this project create profit for those involved and what do the next steps look like to reach the project’s goal ?

That sounds like a lot to remember, right?

So take some of the pressure off of your summary process by investing your time more productively—in a customizable executive summary template that guarantees results! Think of your executive summary template as training wheels on a bike or bumpers at the bowling alley—except everyone uses them, even the most seasoned project managers in the game!

Like other project management templates , these pre-built documents will guide you in the right direction, no matter your budget or project type! The best templates will be easy to use, share, and complement your project management software . That way, your project proposal, summary, workflow, and progress can all exist on the same platform. This not only helps you save time but is crucial for streamlining processes and keeping your management team on the same page.

But what else should you look for in your executive summary template?

We’ve covered the five big sections of every successful executive summary, but what features should you look for in the actual template?

Highly visual : When people think of summaries, it’s easy to think of a blank page. Instead, you should think of your summary as a presentation aid. The more visual, engaging, and interesting your summary looks, the easier it will be for stakeholders to grasp it. Next time you go to open a new document, try looking at digital whiteboard software to take your summary further.

Collaboration tools : Live editing, comments, @mentions, and screen sharing are huge assets for your template. The summary will only get stronger with more eyes on the draft, and collaboration features will help the team work together and present alongside each other without overlap!

Sharing and permissions : Make sure your executive summary is accessible! Not everyone will use the same project management software as your team, but custom sharing and permission options will give you the power to choose who can edit, view, and distribute your work.

Integrations : More integrations will give you the ability to add more context to your summary and make it more valuable in the long run. Embedding, especially! Adding in important data, media, charts, and links will make your summary mean so much more than a simple document.

10 Free Executive Summary Templates You Have to Try

Executive summaries are deceptively short tasks!

While they may be brief in length, a lot of work, strategy, and thought goes into ensuring their success. And since the summary will be viewed by everyone involved and sometimes be the first thing they see, it’s crucial that it’s done correctly every time.

So before you spend another second sweating in front of your multi-page proposal, turn to one of these 10 free executive summary examples to kickstart your strategic messaging.

Here’s the ClickUp Executive Summary Doc Template to help you write a compelling teaser for your project proposal. You’ll know exactly what to add with the help of a guiding question at the top of each section. Once you’re finished, delete the questions for a cleaner document! 🤩

You can explain the value proposition of your proposal to your audience (like potential investors) with this template’s interactive features. Provide details about your business plan or project proposal, including the company’s mission statement, goals, project objectives , products, and target market.

The document breaks down key topics into sections, so you won’t have to spend extra time formatting! Template highlights include: 

• Project Overview : A brief description of your proposed project
• Focused Issue : The customer feedback or problem the project aims to solve
• Project Highlights : Market analysis results and project strengths
• Finance : Financial projections and requirements

Pro tip : Customize your executive summary template with your branding and basic information. Then, save and apply it to future executive summaries so you’ll always have access to pre-filled documents at a moment’s notice!

ClickUp’s Whiteboard Executive Summary Template  is a perfect tool for project managers who want their executive summary to be an interactive experience that keeps the reader’s attention throughout your pitch. 

With a digital whiteboard, you can communicate your ideas visually and make a lasting impression on your audience. You’ll also need a set of productivity tools to organize your thoughts, create charts, annotate images, and assign actionable tasks. 🎯

Enter: ClickUp Whiteboards !

Using ClickUp’s Whiteboard as an executive summary tool, your content can double as a working canvas and an engaging presentation from start to finish. 

ClickUp Whiteboards offer embedding, rich text editing, resource linking, and more to make designing executive summaries easier. In its basic form, Whiteboards are made of these powerful elements:

• ClickUp Cards (tasks) you can add to the Whiteboard as you work through your ideas
• Objects (shapes, sticky notes, images)
• Connectors (arrows, lines)

Not sure what steps to take first on your Whiteboard? We got you covered with a Getting Started guide in the template!

Like executive summaries, executive  memos  are short-form documents containing the latest project information for key stakeholders. The purpose of an executive memo is to communicate important information to the intended audience, such as the status of a project, policies, or cross-functional procedures and processes in the company.

Depending on how often your audience expects an executive memo to arrive in their inbox, you should start building a central wiki where all of your memos will be stored for record-keeping purposes.

The reality is that schedules, deliverables, stakeholders, and collaborators for any given project are likely to change at some point. In some cases, we get so bogged down in work that we neglect to update documentation for days or weeks. 🗓

ClickUp Docs seamlessly integrate into your tasks and projects. You are only a few clicks away from retrieving any documentation to reference or update within the platform.

Try it for free today! Connect the ClickUp Executive Memo Template to workflows by creating nested subpages for each memo in the template and linking the subpages to the memos. Your stakeholders will appreciate the digital trail!

The length of time it takes to complete a program may vary from months to even years. Unlike projects, they’re about the benefits, transformation, and change of the organization. For this proposal type, we can’t use a basic executive summary template! 

ClickUp’s Program Summary Template offers you a one-stop shop for creating a high-level overview of the programs you run in the organization. ⚡️

Your program summary document should include the following sections to make it as effective as possible: 

• Program name and purpose : Clearly state the name and provide a brief description of its purpose and objectives
• Target audience or beneficiaries : Identify the target audience or beneficiaries of the program or initiative (and any relevant demographic information)
• Key activities and project milestones : Provide an overview of the timeline, including the start and end dates, and major phases
• Measurable outcomes and impact : Identify the measurable outcomes or impact the program is expected to achieve and how it will be evaluated
• Funding and partners : Give information on the funding source and any partners or collaborators involved in the program or initiative

Check out our detailed program management guide for tips, examples, and features for a successful program!

An employee payroll summary report is usually prepared for HR or Finance personnel responsible for processing payrolls. In this report, payroll expenses are summarized for the period of time specified, for example, a month or quarter in the past. 

During a payroll review, management will ensure compliance with labor laws and consider the payroll expenses against the budget. There are several uses for the payroll report, including identifying any discrepancies or errors that might occur in the payroll process and tracking the progress of payroll-related projects or initiatives. 📊

You can collaborate with your cross-functional partners with ClickUp’s Payroll Summary Report Template and save the extra time of sending back-and-forth emails! Simply highlight any text to add a comment, or @mention members to call out action items.

Throughout the template, you’ll find organized tables similar to those on a spreadsheet within a ClickUp Doc. Once you have finished editing the template, you will be able to update the Doc’s settings to protect the content and share it with your team.

An executive board report is a document that gives an overview of an organization’s progress, performance, strategies, and health. Typically, it contains information about the company’s finances, operations, and goals. The company’s staff and operations are also included if any major changes have been or are about to occur. 🔮

In this ClickUp Executive Board Report Template , you’ll find guiding prompts along with powerful visuals that will help you create a professional report:

• Key Areas of Focus : Project goals that were set at the beginning of the year and a breakdown of month-over-month updates
• Critical Success Factors : Key Performance Indicators (KPIs) relevant and critical to the board
• Financials : Update on the company’s financial health and a breakdown of month-over-month numbers
• Challenges and Action Plans : Tasks in progress to resolve challenges

Download project charter templates to establish your project’s scope!

Here’s the ClickUp Executive Project Status Report Template if your executives like to visualize project performance!

By using visualization, complex data and information can be made easier to comprehend and accessible. This is relevant for senior management who may not be actively involved in the day-to-day operations of the project.🛠

The template includes different task views (List, Kanban board, Timeline, and Table) to compare project performance against goals or benchmarks. The results? Better-informed decisions and hours saved from building short-lived reports!

Pro tip : Add a Gantt view to your template and view multiple projects in one place!

The simple outline in this Word document will help you write an executive summary. It includes sections on business objectives, target audiences, competition, risks, and opportunities, which will guide you in the process of creating your document. 

Visuals like charts, diagrams, and graphics engage your audience better than any other type of content, so don’t forget to include them in your document. 🎨

We know building visuals in Word is a time-consuming task, so here are a few guides to help you get the most out of your visual content! 

• How to Make a Flowchart in Microsoft Word
• How to Make a Timeline in Microsoft Word
• How to Create a Gantt Chart in Microsoft Word
• How to Make a Mind Map in Word

A list of presentation templates wouldn’t be complete without the PowerPoint Executive Summary Template! It’s a three-list design used for presenting business objectives on a one-page slide. 

Executive summaries simplify your project proposal content, but you still want to give as much information to your audience, so they get the big picture. 

This template would be perfect to use for investors or stakeholders requesting key information in a single snapshot. 📸

Pro tip : A visual alternative would be #2 on this list—the ClickUp Whiteboard Executive Summary Template. As a presenter with a Whiteboard, you have the freedom to transform your presentation from static to interactive with shapes and images!

Google Slides is a powerful presentation tool offering a wide range of features and capabilities. Collaborate in real-time with others, embed multimedia, and add animations and transitions! It integrates with other Google products, such as Google Drive, making it easy to access and share presentations. 🔗

The Executive Summary Google Slides Template covers a basic outline to develop an executive summary. Use the sections included or make a list of the important points you want to cover during a meeting . This list could be as simple as the company description, products or services, market analysis, competitive advantage , and financial information.

Entrepreneurs: Start-ups and small businesses can utilize an executive summary to attract potential investors, partners, and customers. The executive summary allows them to comprehensively present their business model, strategies, goals, and overall plan without going into the minute details, thus saving time while still attracting interest.

• Start-up Executive Summary
• Small Business Executive Summary
• Entrepreneurs Executive Summary

Investors: An executive summary is a valuable tool for investors to get an understanding of a business or potential investment opportunity with minimal time expenditure. It highlights the key elements of a business proposal or plan, helping them to make efficient, informed decisions.

• Angel Investor Executive Summary
• Investors Executive Summary
• Real Estate Investors Executive Summary Template

Your executive summary should complement your larger business proposal or report—similar to the way your executive summary template should complement your project management software!

Creating your executive summary with a template designed to boost your productivity will take your effort, team, and project further in the long run. Plus, it will save you important time in the planning process.

Using ClickUp Docs , its Kanban-like Board view , and Whiteboards are just a few of the many ways you can bring your executive summary to life—and templates make the experience even smoother! But the best part? You can take your next steps directly from the summary itself, making your entire document more valuable throughout the entire project process.

ClickUp is the only productivity platform powerful enough to bring all of your work together across apps into one centralized hub. With over 15 highly visual ways to build your workflow, a rich set of features , over 1,000 integrations , and hundreds of customizable templates for every use case, ClickUp creates solutions for teams of any size and every pricing plan .

Access ClickUp Docs, Whiteboards, Board view, unlimited tasks, and so much more when you sign up for ClickUp today.

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Top 10 Executive Summary Report Templates with Samples and Examples

Kavesh Malhotra

A  business description , investment proposal, project proposal, and  project overview , are examples of documents that contain a concise outline called an executive summary. It summarizes the  mission, vision,  and other vital business plan elements for stakeholders and investors, including the enterprise description, analysis,  market share , and financial data.

It has a brief intro that addresses the subject, issue, or suggestion illustrated in the documents attached, with background information, insightful analysis, and conclusion. 

An executive summary is critical to help investors and executives take the final call on whether to move onward with the plan or not. It helps in familiarizing them with the advantages and key selling aspects of a project or company strategy.

An executive summary provides a succinct description of your company. It’s a segment that draws in readers while giving essential details about your business. Fundamentally, it lists your short-term and long-term objectives,  achievements , details of the  product or services , sales targets,  financial projections , marketing strategy,  revenue model, key risks , and a list of  core teams . 

An executive summary is undeniably the front page of your enterprise plan, indicating the scope of the entire proposal.

The 100% customizable nature of the templates provides you with the desired flexibility to edit your presentations. The content ready slides give you the much-needed structure.

Check out the list of our 10 best executive summary templates.

Template 1: open meeting report executive summary.

Introducing this PPT Presentation that delivers the company description, mission, vision, agendas, and critical aspects of the business proposal. The presentation template also includes an executive dashboard to show growth, sales distribution, and expenses on separate slides to reflect target market statistics. It explains key aspect of a company’s operations and the customers. It represents a sales dashboard demonstrating data with the help of bars and charts. It is an effective tool for managers at any level. Make it your choice of template here to create an impactful presentation.

Download Now!

Template 2: Project Status Report With Executive Summary

These PowerPoint Slides cover the subjects of planning, e-commerce, budget, and issues. It also displays project milestones such as the status of the issues, baseline completion date, and expected completion date. This PowerPoint Presentation is readily available and easily adaptable. Get it now and persuade your audience.

Template 3: Executive Summary Of A Technical Project Report

Introducing our collection of slides for technical project report executive summary. This Presentation Template includes a project overview, and details such as project name, ID, sponsor, manager, owner, tenure, monthly cost, project deliverable timeline, etc. This PowerPoint presentation is informative and influential. Get it now and persuade your audience.

Template 4: Executive Summary Of A Project Report Presentation Report Infographic 

Introducing this PPT Template for the project report executive summary that includes your project overview and details like the project name, ID, sponsor, manager, owner, tenure, key accomplishments, financial overview, project deliverable timeline, and key risks. Download this PPT Document and impress your investors.

Template 5: Business Executive Summary Report Presentation Report Infographic 

Introducing the PowerPoint Template for business summary that includes your company's overview, mission and vision, key offerings, financial highlights, market share analysis, key historical events, and competitive landscape showcasing revenue generation, number of users, and employees. Download this Report Infographic PPT to benefit from it.

Template 6: Investment Pitch Executive Summary Report Presentation Report Infographic

Introducing the start-up company's summary PowerPoint one-pager template, which incorporates your organization's logo, goal and vision, key partners, target customers, key competitors, leadership team, customer issues, and solutions for impressing investors and stakeholders. Describe the issue facing the customer and the remedy your company is providing. Take advantage of this one-page Investment Pitch Presentation Infographic.

Template 7: Executive Summary Report Presentation Report Infographic PPT

The PowerPoint Template for project executive summary details includes information about the company, vision and mission statement, address, key partners, products/services, marketing strategy for growth, target market and key customers, and senior management team. This one-page business summary includes everything you need to deliver to your stakeholders. Use this PowerPoint Template for a business outline and give an impressive presentation within a few minutes. 

Template 8: Financial Consulting Start Up one-Page Executive Summary Presentation Report Infographic

This informative template represents a start-up company's summary which includes the company's goal and vision, capabilities, services, achievements, clients, CAGR report, etc. It also describes issues that the customers face and how the company solves this issue. Showcase how you plan to use or distribute the monies or resources within your organization. Compare your company with rivals and convince investors. Use this one-page report infographic to showcase your expertise in writing executive summaries. 

Template 9: Project Executive Summary Details Presentation Report Infographic

The PowerPoint Template for a project executive summary includes information about the company, vision and mission statement, problems and solutions, contact information, business model, market information, sales history, competitor analysis, facts, and other milestones. A newly-minted business unit must reach out to the public and establish its presence. Download this one-page treasure-trove of a presentation template now!

Template 10: One-Page Company Executive Summary Outline Report Presentation Report Infographic

Here is a one-page PowerPoint Template for a company executive summary, outline, report presentation, and infographic. This one-pager presents a company's profile to attract viewers. Investors make their selection after reading your organization's synopsis, so make sure it generates stakeholder interest. It allows you to represent an outline of the business. Using this one-page PowerPoint Slideshow for a company overview, present the secret to success before going into the financial highlights. Get this template now and impress your audience. 

A CEO or investor might only have the time or motivation to read the  financials, sought  after first understanding the main parts of your organization or your objectives through an executive summary. In the end, the executive summary should notify readers of the key features of the business plan and catch up without having to read the entire document. 

These are easily customizable, and help the product manager and development team to save time by using ready-made templates dealing with different aspects of the executive summary report. Read our best-in-class summary report templates with a click here to empower managers and experts.

FAQs on Executive Summary Report

How do you write an executive summary for a report.

An executive summary always has four sections. Use these templates to create a striking executive summary. After writing your executive summary, read it to ensure it has the details stakeholders want to know, which are: 

• Begin with the issue or need that the initiative is addressing.
• Outline the project overview or suggested solution.
• Asses how valuable is the solution?
• Finish with a summary of the work's significance.

What are the five parts of an executive summary?

• Project Overview: Give a quick overview of the financial projections , its goal, and the principal issue or problem it was meant to address in two to three sentences.
• Background: Offer a short overview of the project's key historical events and name the specific occasion that inspired it.
• Process: Speak about the departments involved, how they contribute, what they do, and how long it takes to complete. Each significant fact should have a level heading. For each necessary topic, compose a concise paragraph on the competitive landscape .
• Results and Interpretations: Offer a brief explanation of the project's outcomes, core team, and main ending, along with suggestions for how the organization might use these.
• Recommendations:
• Conclude and describe the results of the actual policy or strategy.
• The structure of an executive summary is not predetermined. Companies, groups, and instructors have to follow rules.  
• Examine any guidelines that provide requests or directions relating to general format, word limitations, or length constraints.

What is an executive summary example?

Here is an executive summary sample that you may use as a guide for the executive summary of your business plan as it is simpler to create something after reading an example.

• Management and Company Services
• The Competitive Advantages in the Market
• Financial Projections
• Required Startup Financing

What are the six things you should include in an executive summary?

• The complications: These are your hooks, and the first paragraph must always include them.
• Size of market and potential for growth: Investors seek out a sizable, expanding market share .
• Your edge over the competition: Determine your sustainable competitive advantages, such as particular advantages, cost reductions, or connections to the industry.
• Professional strategy: Who is your target market, what is the cost to build one, and who pays the price?
• Controlling group: Investors support individuals more than ideas, so keep that in mind.
• Funding and economy: Your summary revenue model and spending predictions for the next three to five years must be there.

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• Top 10 Proposal Executive Summary Templates With Samples And Examples
• Top 10 Project Report Templates With Samples And Examples
• Top 10 Time Tracking Templates With Samples and Examples
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How to Write an Effective Executive Summary (free powerpoint slide)

An executive summary (also called a business proposal executive summary or executive overview) is a concise documentation of your business plan or business challenge. It should be able to stand alone, conveying the most important aspects of your business proposal in an easily digestible format.

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An executive summary (a business proposal or executive overview) concisely documents your business plan or business challenge. It should be able to stand alone, conveying the most important aspects of your business proposal in an easily digestible format.

Today, more than ever, executives are flooded with information. At any given moment, a busy executive can have on their desk an endless stream of memos, emails, reports, and documents requesting their attention. To stand out from the crowd and get noticed by the busy executive, you need to craft the executive summary of your paper so that it is concise and compelling.

A practical executive summary will inform and motivate the reader to dive deeper into the rest of your document.

Read on for more details about an executive summary and how to write one effectively.

What is an Executive Summary?

An executive summary is a concise overview of your business plan. This is the first section of your business proposal that executives, investors, or team members will read. The executive summary is usually the first section of a business plan, but it can also appear at the end of a report, following an introduction and other related material.

It is a short synopsis that highlights the report's main points and is meant to inform readers about the report’s findings and conclusions.

Why write an Executive Summary?

The benefits of an executive summary are two-fold:

Firstly, it allows readers to quickly assess whether the rest of the business plan is relevant to them – they can quickly evaluate the key points, decide what they want to read, and move on. This is useful if several executives or investors have requested your business plan.

Secondly, it allows you to craft a narrative tailored to your audience and speaks to their interests. So, even if your readers decide to read the entire business plan or proposal, they will understand it better because they have been given an overview beforehand.

A step-by-step guide to writing a compelling Executive Summary

The first thing to do is to ask yourself: Who is reading this? What are their interests? What do they want to know about my business? This will help you decide on your Executive Summary's content and tone.

Next, could you decide on the format? Most businesses write their Executive Summary in a slide or PowerPoint format. Executives or investors are accustomed to the design.

Could you decide on a headline that summarises your business? This can be a number, percentage, or statistic highlighting your key difference point. Choose the main points you want to cover in the summary and structure your Executive Summary accordingly.

An executive summary's purpose is to ensure you understand the main ideas of your writing clearly and concisely. It should be written so that a reader with only time to skim it can understand the critical points of your writing. Make sure to proofread your Executive Summary and align it with the rest of your analysis or argumentation before submitting it to an executive, board, or investors.

Some people use an executive summary as their first draft and then revise it for clarity based on feedback from readers.

What is the format of an executive summary?

Executive summary (sometimes called “summary”) is a one- to two-page overview of the main points in a written document. The purpose of the executive summary is to give readers a glance at the key issues and topics covered by the document.

The executive summary should be written first, followed by the rest of the body text elaborating on those points. In addition to summarizing a document, an executive summary can serve as a teaser for potential readers interested in reading more about the subject matter. When writing an executive summary, readers must remember that they want maximum clarity and brevity.

Avoid excessive detail and jargon — stick to high-level concepts and core ideas critical to understanding your document's content.

We recommend preparing the executive summary in PowerPoint or Google Slides format. Executives or investors are accustomed to the format.

What Information is included in an Executive Summary?

The executive summary is the first thing an executive or investor will read while looking at your business plan or proposal. A practical executive summary should include a compelling problem/challenge and recommendation.

So, what should I include in your executive summary to make it successful?

Problem (or Challenge)

The problem section of an executive summary should be concise but persuasive. This section should explain the problem to the reader without making them feel as if they are being sold something. Please keep it in a neutral tone.

Recommendation

The recommendation section should provide the solution to the problem, telling them why they need to invest in this idea. It must show how this solution is feasible.

A good executive summary has several vital features to support the argumentation:

• Market analysis
• Competitor analysis
• Customer segments (or Sales strategy)
• Marketing strategy
• Business structure (or Organisation)
• Key financials

Of course, more than one size fits solution is needed. You can adapt our template for your purposes. Our template is fully editable.

How long is an executive summary?

Try to create an executive summary that is between 5-10% of the length of the finished document (for a report or presentation that is 20 slides or less, create a one-page executive summary).

The executive summary is often the first thing an executive or investor reads when they receive your business plan or proposal. With this in mind, making it as engaging and compelling as possible is essential.

When you write your summary, it is also essential to consider who is reading it and what they want to know. By keeping these things in mind, you can write a compelling executive summary to catch an executive's or potential investors' attention.

Executive Summary Template

In powerpoint and google slides format (for subscribers).

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Executive Summary Presentation Templates

Make your executive summaries stand out with our executive summary powerpoint templates and google slides themes. crafted for clarity and impact, our 100% editable designs help you highlight key points and present data persuasively. ideal for professionals aiming to impress free downloads are available. make every summary an opportunity to excel..

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What is an executive summary.

An Executive Summary is a brief and clear overview of a larger document prepared for business purposes, such as business plans, company descriptions, investment or project proposals, financial information, market analysis, etc.

What are Executive Summary Presentation Templates?

An Executive Summary Presentation Template can help you present the key components related to your business in a summarized form. It will deliver your content appealingly to unlock new business opportunities.

Where can we use these Executive Summary Slides?

Every business can use these Executive Summary Slides to give a quick overview of essential information to the stakeholders and investors.

How can I make Executive Summary Slides in a presentation?

You can make creative Executive Summary Slides with innovative infographics, charts, and tables to make your summary easy to follow. Our tips and tutorial page will guide you to design the best presentation from scratch.

Who can use Executive Summary Presentation Templates?

CEOs, business executives, department heads, and supervisors can use Executive Summary Presentation Templates to present the summary.

Why do we need Executive Summary Presentation Slides?

Executive Summary Presentation Slides can help you deliver a summary of a larger document clearly and precisely to persuade decision-makers.

Where can I find Executive Summary Presentation Templates for Free?

You can search the internet to find a collection of Free slides for your needs. SlideEgg also has a cluster of 80+ Executive Summary Presentation Templates to help to prepare professional-looking presentations.

How to Write a Powerful Executive Summary [+4 Top Examples]

Published: August 31, 2023

Whether you're an entrepreneur looking for investors for your small business or the CEO of a large corporation, an executive summary can help you succeed and is a critical component for long-term growth.

A short, attention-grabbing executive summary is an essential part of your business plan . Done correctly, it will ensure your company becomes or remains a key player in your industry. In this post, you’ll learn what an executive summary is and how to write one that engages investors, customers, and general audiences.

Executive Summary

An executive summary is a brief overview of a long document, such as a business plan, proposal, or report. It's a section that grabs readers’ attention and summarizes critical information from the document, such as the problem or opportunity being addressed, objectives, key findings, goals, and recommendations.

Some documents that may have an executive summary include:

• Business plans
• Research documents
• Project proposals
• Annual reports

Ultimately, the executive summary is meant to inform readers of the most important information in the document, so they don't have to read it all and can get caught up quickly.

Free Executive Summary Template

Use this executive summary template to provide a summary of your report, business plan, or memo.

• Company & Opportunity
• Industry & Market Analysis
• Management & Operations
• Financial Plan

You're all set!

Click this link to access this resource at any time.

Executive Summary vs. Business Plan

All business plans have an executive summary, but not all executive summaries belong to business plans.

A business plan includes a company overview, your company's short-term and long-term goals, information on your product or service, sales targets, expense budgets, your marketing plan, and a list including each member of your management team. In this case, the executive summary is the first section of the business plan that convinces readers that it’s worth their time to read the whole thing.

Business plans are very detailed and comprehensive, and can be as short as a dozen pages or as long as 100 pages. However, a CEO or investor might not have the interest or time to read your full business plan without first getting the general gist of your company or goals through an executive summary.

Executive Summary vs. Mission Statement

Mission statements and executive summaries are typically both found in business plans, but they serve different purposes.

A mission statement defines your organization’s purpose, values, and vision. It’s your company’s north star and communicates your core identity and reason for existence. On the other hand, an executive summary provides a high-level overview of the document.

Ultimately, your mission statement provides direction for developing your business plan, while your executive summary describes your business plan to executives and shareholders.

Executive Summary vs. Company Description

Like mission statements and executive summaries, company descriptions can also be found in business plans as well as the “About us” page of your website . It provides an overview of your business, including essential details like company history, what your company does, unique selling points, goals, management team, and overall value proposition.

Executive Summary vs. Objective

An objective is a specific goal or target that your company takes aims to achieve its overall goal. It is a concrete, measurable outcome that guides your business’s actions and decisions. Objectives are usually set at the strategic level and are typically aligned with the company’s mission, vision, and overall strategic plan.

Company objectives are often included in executive summaries, but are not the sole focus of them.

What is the purpose of an executive summary?

Writing an executive summary may not seem that necessary. After all, you can find the same information just by reading the rest of the document.

However, the executive summary serves many purposes for your document and those who read it. Here are some of the benefits of having one:

• It saves your readers time. CEOs and investors often have limited time to review lengthy documents. An executive summary allows them to quickly grasp the main points, key findings, and recommendations without needing to read the entire document.
• It provides clarity and conciseness. By providing a condensed overview, executive summaries help to distill complex information and present it in a manner that’s easy to understand.
• It helps with document navigation. For longer documents or reports, an executive summary provides a roadmap for readers. It helps them navigate through the document by signaling the main sections or topics covered, improving overall document usability and accessibility.

To write an impressive executive summary that effectively embodies all the important elements of your business plan, we've cultivated a list of necessary components for an executive summary, as well as an example to get you started.

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How to write an executive summary.

A good executive summary tells your company’s story, contains in-depth research, conveys information with an appropriate tone, is void of clichés, and follows your business plan’s structure. These elements will ensure your executive summary is effective, informative, and impactful.

1. Tell your story.

When investors or CEO's read your executive summary, they should understand what your business is about. This is one of the first elements of your business plan, so it should set the tone.

In your executive summary, be sure to tell your story and include an overview about what your company does and why you do what you do. You can also briefly highlight important details about your company’s management.

For instance, you could talk about your founder or CEO’s qualifications and motivations. You can also provide a high-level summary of your company’s business operations and any management methods or best practices that you abide by.

You’ll also want to explain the problem or opportunity that is being addressed, and how it is valuable to investors and customers. Think of this like an elevator pitch . If someone stopped reading and you only had the executive summary to explain your company, what information would you include?

2. Highlight important data.

An executive summary, while short, should include plenty of research.

Highlight the most important findings and insights from the document, including any critical data or statistics discovered in your competitor analysis . While your business plan will flesh out the details, it's important to include your key findings in your executive summary.

You should also provide a basic rundown of your target market, how you plan on addressing their needs and pain points, and how you will reach them.

Additionally, you should include key financial information. The main points you should cover are the overall budget, the price per product/service, and your financial projections.

3. Pay attention to your tone.

Although the tone of your executive summary should be professional and concise, it should also be true to your company and target audience. Aim to convey a sense of authority and credibility while remaining accessible and engaging.

Here are some tips to keep in mind:

• Focus on presenting information objectively with facts and evidence.
• Don’t voice your personal opinions or use subjective statements.
• Strive for clarity and simplicity in your language and ensure that your message is easily understood.
• Avoid unnecessarily complexity or convolution.
• Don’t use hyperbole or excessive claims.
• Use strong verbs, active voice, and concise language to make your points effectively.
• Aim to resonate with the reader’s interests and concerns.

By striking the right balance between professionalism, clarity, and engagement, you can effectively deliver your message and compel the reader to take action or make informed decisions based on the summary.

4. Avoid cliché language.

With any style of writing, it's best to avoid clichés. Clichés can convey the wrong message or be misunderstood, which is something you want to avoid when someone reads your executive summary.

Additionally, clichés tend to overpromise and under-deliver. For example, including something like “The Best Restaurant in Town” isn‘t true because you’re untested as a business. Your executive summary should reflect the truth and who you are as a company.

To avoid clichés while writing, it’s essential to be aware of their presence. Familiarize yourself with common clichés and be mindful of them as you write. Some examples include:

• “Thinking outside the box”
• “Innovative solutions”
• “Cutting-edge technology”

Instead of relying on these overused phrases, be descriptive and embrace the uniqueness of your brand when writing your executive summary. For instance, there’s no need to vaguely refer to your product as a “game-changer,” when you could explain how it benefits your target audience instead. Show, don’t tell.

By staying true to your voice and delivering an honest message, you can keep your writing fresh and your audience engaged.

5. Write it after completing your business plan.

An executive summary is a summary of your business plan. However, it‘s hard to write a summary when you haven’t written your business plan yet. That's why your executive summary should be the final thing you write.

By saving this step for last, you’re able to gain a thorough understanding of the entire plan, including your business’s goals, strategies, market analysis, and financial projections. This enables you to accurately depict the most important aspects in your summary.

If you write you executive summary first, you’re more likely to miscommunicate the essence of your business plan to executives and shareholders. Sure, you may have an outline prepare, but not having all the information can lead to inconsistencies or inaccuracies in your summary. You also risk including irrelevant details or omitting important details that come up during the planning process.

Ultimately, writing your executive summary last ensures that precisely represents the content and findings your plan.

If you don’t have a business plan yet, don’t worry; we have a comprehensive business plan template to help you create one quickly and effectively.

Featured Resource: Business Plan Template

Download Your Free Template Here

Now that you know how to write an executive summary, let's dive into the details of what to include.

What to Include in Your Executive Summary

Your business plan should convey your company‘s mission, your product, a plan for how you’ll stand out from competitors, your financial projections, your company's short and long-term goals, your buyer persona, and your market fit.

Ultimately, an executive summary should provide a preview for investors or CEO's, so they know what to expect from the rest of your report. Your executive summary should include:

• The name, location, and mission of your company
• A description of your company, including management, advisors, and brief history
• Your product or service, where your product fits in the market, and how your product differs from competitors in the industry
• Financial considerations, start-up funding requirements, or the purpose behind your business plan — mention what you hope the reader will help your company accomplish

How long should an executive summary be?

While there is no hard and fast rule for the exact length, executive summaries typically range from one to three pages. However, it's important to note that the length should be determined by the document it accompanies and the content itself rather than a predetermined page count.

At the end of the day, your executive summary should engage the reader and highlight the most important points of your document while avoiding unnecessary details.

Feeling at a loss? Download a free template below that will take you through the executive summary creation process.

Executive Summary Template

Download Your Free Executive Summary Template Here

In this free executive summary template, you’ll be able to outline several pieces of information, including:

• Introduction: Explain what your executive summary contains.
• Company & Opportunity: Explain who you are and your biggest opportunities for growth.
• Industry & Market Analysis: Explain the state of your industry and your target market.
• Management & Operations: Explain who your key leaders are and their roles.
• Implementation & Marketing: Explain how you plan to deploy your product to the marketplace.
• Financial Plan: Explain your company’s finances. Change the verbiage depending on whether you’re writing to investors or a general audience.
• Conclusion: Summarize what you’ve covered.

Ready? Download your free executive summary template .

To understand more tactically how an executive summary should look, let’s review a few examples.

Executive Summary Examples

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Download Free Executive Summary Templates

By Kate Eby | April 2, 2018 (updated December 22, 2023)

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This article includes a comprehensive collection of free executive summary templates, all of which are easy to download, share, edit, and print. 

Included on this page, you’ll find a simple executive summary template , a business executive summary template , a executive summary slide template , an project executive summary template , and a research report executive summary template , among others. Plus, check out our list of helpful tips for completing these executive summary templates .

Simple Executive Summary Template

Download Simple Executive Summary Template Microsoft Word | Microsoft PowerPoint | Google Docs  

Make a positive impact with this dynamic, simple executive summary template — before you submit your report or business proposal. In the Overview section, give a brief rundown of what your proposal will entail. In the Problem Summary section, define your target market and the problem(s) they face; in The Solution section, explain to your readers how your project or product will solve your target audience’s problem. 

For helpful examples of executive summaries, see this collection of executive summary examples . 

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Business Executive Summary Template

Download Business Executive Summary Template Microsoft Word | Microsoft PowerPoint | Adobe PDF  

Fill out this business executive summary template to ensure that your business report is influential, and that your project or product proposal receives approval. Write a high-level overview of what your project or product will entail (an elevator pitch ). Briefly describe the problem that your project or product will solve and your target market, and include brief analytical data to support your claims and your proposed next steps. 

Learn more about how to write an effective executive summary .

Executive Summary Slide Template

Download Executive Summary Slide Template Microsoft PowerPoint | Google Slides  

 Use this free template to outline your next big presentation or keep it updated as a live meeting record that documents your evolving internal business plans or funding needs. The customizable PowerPoint slides feature an executive summary template and an outline that you can turn into the separate sections of your presentation. The customizable slides are formatted to outline the important elements of a formal business plan summary.

One-Page Executive Summary Template

Download One-Page Executive Summary Template Microsoft Excel  |  Microsoft Word  | Adobe PDF

This template is designed to fit your executive  project status update on one page. Take advantage of the short sections and bullet points to keep it concise and hook the reader with the most attention-grabbing information. Organize and emphasize the most important information by customizing the subheadings based on your document’s purpose.

Find more free Microsoft Word executive summary templates for any project here .

Executive Summary Checklist Template

Download Executive Summary Checklist Template – Microsoft Word  

In your project report or proposal, the executive summary is the first thing that your audience reads, so it’s important to make a positive impression in the limited space that you have. Use this executive summary checklist template to make sure that your executive summary is as clear and dynamic as possible and to increase the likelihood that your project receives approval. By doing so, you can ensure that all sponsors, team members, and other stakeholders know, at a glance, the project’s goals and the results they can expect from implementation.

Executive Summary Outline Template

Download Executive Summary Outline Template – Microsoft Word  

This template is the perfect tool for organizations that want to present all project proposal details in an easy-to-read outline format. Provide a brief project overview (your elevator pitch), a broad-strokes summary of your project’s goals and purpose, and the metrics you’ll use in assessing project success after launch. The template helps ensure that you consider all aspects of your proposed project, including competitive analyses, risks, key milestones, project costs, and resource estimates.  

For tips and resources, see this comprehensive list of free executive project status templates .

Startup Executive Summary Template

Download Startup Executive Summary Template Microsoft Excel  | Microsoft Word  | Adobe PDF  | Smartsheet

Startups seeking funding online on platforms like AngelList and Gust use investor profiles to spark interest and earn social proof for their venture. This template acts as a one-page pitch that serves as your company profile on these platforms. You can repurpose this template and save it as a customized PDF summary memo to land your next meeting with investors.

Executive Summary Proposal Template

Download Proposal Executive Summary Template Microsoft Word  | Adobe PDF

Project proposals outline the required resources and project objectives, and summarize key information from the main body of content. This template highlights the specific purpose for your proposal and the compelling points the proposal introduces. Use the executive summary to kickstart your project planning.

Research Report Executive Summary Template

Download Research Report Executive Summary Template Microsoft Word  | Adobe PDF

Use this template as a synopsis of the research results for reports. This executive summary is formatted to accommodate in-depth reports that need space to use charts and tables to illustrate research data. The template is designed to summarize technical information in a concise manner, and features clear subheadings that communicate key findings to readers of various expertise and interest.

Project Executive Summary Template

Download Project Executive Summary Template Microsoft Excel  | Microsoft Word  | Adobe PDF

Keep all of the project stakeholders in the loop with this project management summary template. You’ll find space to highlight project milestones, monitor new requests, and provide brief status overviews. 

For more specialized use cases, check out our roundup of free executive project status templates .

Business Plan Executive Summary Template

Download Business Plan Executive Summary Template Microsoft Word | Microsoft PowerPoint | Google Slides

This executive summary template is designed to get your business plan noticed and reviewed. This document helps you present key information to an external audience and ensure you include more attention to detail than a standard business plan document. Use bullet points and clear, formal language to guide the reader to the most important information about your company.

One-Page Business Plan Executive Summary Template

Download Business Plan Executive Summary Template – Microsoft Word

Perfect for small businesses and large organizations alike, this business plan executive summary template provides the perfect framework for companies to outline their mission, vision, company structure, and relevant history, all on a single page in Microsoft Word. Use the template’s Products and Services section to describe your offerings, the unique value of your proposal, and your competitive advantage. Under the Market Analysis section, state the market opportunity that your proposal addresses, the target market, and why your proposed solution is superior to that of your competitors.

Marketing Plan Executive Summary Template

Download Marketing Plan Executive Summary Template – Microsoft Word  

Marketing professionals, advertisers, and brand managers can all use this template to communicate a marketing plan to stakeholders and make it clear what the target audience is, what the strategy and objectives are, and how the product will have a competitive advantage in the marketplace. Use this template as an outline to ensure that you account for all aspects of your proposed marketing plan, including the target audience’s spending habits, relationship to your product, and how your marketing campaign will result in increased foot traffic and sales.

Construction Project Executive Summary Template

Download Construction Project Executive Summary Template Microsoft Excel  | Microsoft Word  | Adobe PDF

This template summarizes the construction project plan and highlights the important schedule milestones, budget data, bid estimates, and timeline details. Use this executive summary to report on the essential detail from the construction plan and keep all of the various stakeholders informed on the critical project information.

Learn more about construction project management by reading “ Construction Project Management 101 .”

What Is an Executive Summary Template?

An executive summary is a brief document that precedes a longer report or proposal as an abbreviated, high-level version of it. A template prompts you to explain the target audience’s problem, and how your proposed solution will solve it. 

While executive summary templates can vary, they typically include the following sections, each of which should be no more than five sentences: 

• Overview: Briefly describe what your report or business proposal will entail, and why it’s necessary. You should be able to describe your proposed project or product in a few sentences to management, key stakeholders, and potential investors.  
• The Problem: Describe your target audience. What problem are they facing? What issue needs a solution that your proposal will address? This is a great opportunity to identify your target audience and the challenges they face, so that it’s clear how your proposed solution is positioned to fulfill that business opportunity. 
• Why should a client or end-user choose what you have to offer over competitors’ offerings? 
• How does your target audience benefit from your solution, in particular?  
• What is your proposed strategy? 
• What resources are required? 
• What is the proposed business-proposal timeline? 
• What evidence do you have to support your proposal?
• Proposed Steps: Describe what is required to implement your solution. What, in particular, would your company or client have to enact to produce the desired solution?

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

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.

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.

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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 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.

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.

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.

Deliver your projects on time and under budget

Start planning your projects.

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Executive Summary PowerPoint Templates

The purpose of using an Executive summary slide is to pique the audience’s curiosity by summarizing content from the larger piece of information. A robust executive summary powerpoint template creates value for the audience as a great first impression and generates interest in viewing the rest of the presentation. You can take inspiration from these executive summary PPT templates/examples to make professional presentation summaries.

A single executive summary ppt template effectively captures all your crucial information, such as progress, skills, business plan, and project management strategy. Therefore, choosing the right executive summary PowerPoint template that meets your professional needs is essential. 

SlideUpLift has executive summary PPT templates ranging from HR professionals, Finance Managers to Marketing Managers to help them create engaging business presentations. Our executive summary templates are compatible with both MS PowerPoint and Google Slides.

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Executive Summary 24 PowerPoint Template

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What is an executive summary powerpoint template.

An executive summary PowerPoint template intends to show the important points and highlights of a larger report, presentation, or business strategy clearly. The executive summary PowerPoint template often comprises a title slide, an agenda or outline slide, and a sequence of slides that summarise the most essential information in the document, such as the problem or opportunity being addressed, the suggested solution, the projected outcomes, and benefits, the budget and timetable.

What Is The Difference Between The Agenda And Executive Summary PowerPoint Template?

The main difference between the agenda PowerPoint template   and the executive summary PowerPoint template is that the presentation’s agenda is like the rundown of all the key points that the presentation is about. In contrast, the executive summary PPT template is the presentation’s gist condensed into a few short paragraphs. It is prepared for busy executives and investors who may not have the time to read the entire presentation.

How To Make Your Executive Summary Slide Engaging?

An executive summary is a tool that can make or break your first impression of your audience. To win your audience or to convince them, make sure your executive summary PPT template:

• Has relevant content and is at the  start of a presentation
• Captures and highlights the key points of the presentation
• Is designed engagingly to capture the audience’s attention

Why Should You Always Have An Executive Summary In PowerPoint Presentations?

The need for an executive summary PPT template in the corporate world is endless. The executive summary provides an overview of a presentation or research and is usually the first thing your audience sees. It captures their attention and piques their curiosity by presenting facts from large and boring content in a quick summary. A few benefits of drafting an executive summary PowerPoint template are:

• Summarize the key points of a larger data, report, or presentation to save time.
• Provide a short, concise, and optimistic sketch of your organization that captures the attention of the audience.
• Highlight the interesting milestones, strengths, and vision of a business that provokes the audience to learn more about the organization

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Executive Summary Presentation PowerPoint Template

The executive summary slide offers a dashboard view of your company’s purpose and goals in a short document. Executive summary for presentation would allow your stakeholders and staff to understand your company objectives with measurable visual graphics properly. The vector graphical representations in the slides highlight important aspects of a snapshot. For example, in this executive summary presentation, you can see the market share, target audience, key highlights, and financial highlights: vision, mission, and global clients.

Besides, the statistical google slides graphs, and the pictorial representations will ease your executive summary presentation. Apart from the dashboard presentation slides, the arrow-pointed text placeholders enable explanations in editable black and white slide themes. Concentrating complex information into a straightforward executive summary ensures that your business plans and reports are conveyed effectively. So, download these google slides templates now!

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