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Top 7 Executive Summary Templates With Samples and Examples

Top 7 Executive Summary Templates With Samples and Examples

Naveen Kumar

author-user

C-suite executives are akin to budget shoppers in Walmart. Neither of them spends time or money on things that are not necessary. While budget shoppers make budgets or shopping lists, business persons depend on short versions of documents like executive summaries to manage their time. In the vast landscape of reports, analyses, and proposals, where every minute counts and decisions hold the weight of an entire enterprise, the executive summary emerges as a strategic tool that condenses the essence of information into a concise format.

Executive Summaries: Your Shortcut to Information Nirvana

An executive summary is a concise and condensed overview of a document, report, or presentation. It provides busy executives, decision-makers, or stakeholders with a quick and comprehensive understanding of the main points, key findings, recommendations, and essential insights within the document. An executive summary captures vital information in a way that allows the reader to grasp the main ideas without reading the entire document. For that, it should include:

  • Context and Purpose : The background and purpose of the document highlight why the information is important and relevant.
  • Findings : Summarize the key discoveries, results, or conclusions. Highlight the essential data, trends, or insights that the document presents.
  • Recommendations : If applicable, provide any suggestions or action points that arise from the findings. These could be advice for future actions, strategies, or decisions based on the information provided in the document.
  • Key Points : Condense the main points of each section or topic covered in the full document. It helps the reader understand the document's structure and scope.
  • Data and Evidence : Highlight significant data, statistics, or evidence supporting the findings or conclusions of the document.
  • Conclusion : Summarize the overall implications or significance of the information presented and reiterate its importance to the reader.

Executive summaries are used in business, academia, research, and various professional settings to communicate important information in a quick manner to individuals who do not have the time or need to read the entire document. These succinct snapshots offer a remarkable advantage, allowing decision-makers to grasp the essence of complex matters without being bogged down by exhaustive details. 

Simplify Documents With Executive Summary Templates

The effectiveness of an executive summary lies in its structure, brevity, and ability to encapsulate critical insights.

Our executive summary templates emerge as indispensable tools to assist professionals in making these documents the most effective with less time and effort. These content-ready slides, crafted with careful consideration of best practices, provide a much-needed structure that streamlines the process of condensing extensive content into a concise yet impactful format. The 100% customizable nature of these designs gives the desired flexibility to create professional executive summaries and presentations that make messages accessible and compelling and ensure effective communication of key points. 

From a high-stakes board meeting to presenting research findings, these executive summary templates can be the key to delivering resonating information. Let's dive in!

1. Executive Summary PowerPoint Presentation Deck

Step into a world of concise brilliance with our versatile collection of industry-tailored executive summary templates, catering to diverse sectors like food and beverage, IT organizations , soft drink companies, car manufacturing organizations, consumer goods firms, fashion clothing brands, consultancy services, and cement companies. These PPT Designs encapsulate the essence of your business, ensuring key insights are conveyed in an effective manner. Crafted for leaders, managers, and decision-makers, our deck equips you with the tools to captivate your audience and convey critical information. Whether you're presenting to stakeholders, colleagues, or clients, these PowerPoint Slides empower you to distill complex data into impactful executive summaries that shine. Download it now!

Executive Summary PowerPoint Presentation Deck

Download this template

2. Outsourcing Proposal Executive Summary Presentation Deck

Revolutionize the way you present your outsourcing strategies with a single click with our meticulous and expert-designed slides that redefine clarity and impact. This exhaustive collection empowers you to communicate your company's mission, vision, and meeting agendas. Display problems and solutions with precision using executive dashboards, financial insights, target market analyses, and growth matrices. Elevate your workforce's strategic prowess as you unveil unique selling propositions, value proposition expansions, feedback loops, and profit margin possibilities. From product sales volumes to action plans and desired outcomes, this PowerPoint Set becomes your compass in crafting a compelling outsourcing proposal. Get it now!

Outsourcing Proposal Executive Summary Presentation Deck

3. Marketing Plan Executive Summary Presentation Template

The well-organized sections of this executive summary presentation slide unveil a panoramic company overview, defined target markets, and the quintessential roadmap of marketing strategies that foster exponential growth. This PPT template empowers entrepreneurs, marketing mavens, and visionary leaders to distill complex marketing plans into masterful executive summaries that resonate. From captivating company narratives to laser-focused target market analyses and growth-oriented strategies, each slide is a canvas for your ideas to flourish. Grab it today!

Marketing Plan Executive Summary Presentation Template

4. Project Report Executive Summary Presentation Template

This ready-to-use one-page PPT Layout unravels a scenic project overview, showcasing key milestones achieved and the visionary roadmap ahead. Dive into financial insights, and navigate the deliverable timeline and the tempest of key project risks with the seamless guidance of this concise yet comprehensive presentation layout. It empowers you to condense intricate project reports into simplified executive summaries that resonate. Fuel your insights with visual storytelling through charts and timelines that command attention. Download it now!

Project Report Executive Summary Presentation Template

5. Startup Company Executive Summary Presentation Template  

Unveil your brilliance in a single glance and ignite the potential of your startup journey with our one-page startup executive summary design. This presentation slide is a masterpiece that showcases your business vision, accomplishments, and expertise, in one cohesive page. It empowers you to capture the very essence of your startup in a succinct yet impactful manner. From the business landscape to a financial trajectory, every element of this one-page PPT Slide is a stroke of strategic genius. With our PowerPoint template, you can present your business mission, products, and core team, while showcasing your readiness to excel with confidence. This slide becomes your beacon for pitching, investor meetings, and networking events. Get it now!

Startup Company Executive Summary Presentation Template

6. Investment Pitch Executive Summary Presentation Template

This single-page investment template is a symphony of insights curated for startups, visionaries, and audacious entrepreneurs ready to shake the investment landscape. This template packs a punch in portraying your venture's essence, from company details to your dream team. Dive into the intricacies of customer conundrums and unveil how your solutions are second to none. With a flick of the slide, showcase your rivals and assert your competitive edge like a chess master. The revenue model unfolds, aligning visions of profit and growth. Reveal how investor funds will be used and the exit strategy to give investors a VIP pass to the thrilling last act of acquisition by venture capital. Grab it today!

Investment Pitch Executive Summary Presentation Template

7. Business Executive Summary Presentation Template

Your business brilliance meets a canvas of clarity and impact with our one-page presentation template. This template unravels your business in a single glance with finesse. Let the audience understand your business with an overview that sets the stage. Your mission and vision unfold with key offerings and innovation. Numbers come alive with a bar chart on your financial journey and a pie chart showcasing the competitive markets and market share. Highlight your competitive advantages with a table about your strengths and weaknesses. The business executive summary presentation template gives a snapshot of your historical footprints leading to your current spotlight. Download it now!

Business Executive Summary Presentation Template

From Seconds to Success!

In today's fast-paced business landscape, the importance of executive summaries cannot be understated. These succinct snapshots distill complex information into vital components, enabling decision-makers to comprehend and act upon key insights in a swift way. Studies have shown that professionals spend an average of just a few seconds to minutes perusing documents before making critical judgments. This highlights the critical role that executive summaries play in capturing attention and conveying value in the shortest time.

An effective executive summary is akin to a guiding beacon for leaders navigating the labyrinth of meetings, reports, and strategic decisions. In a world where clear communication is a cornerstone of success, a well-crafted executive summary can catalyze impactful presentations, engage stakeholders, and steer organizations toward their objectives.

This is where our executive summary templates come into play. These well-thought-out and expert-designed PPT Slides are powerful tools that empower professionals to create concise, compelling, and crystal-clear executive summaries. Organized to cover the essentials – from purpose and findings to recommendations and impact – these designs streamline the process of refining information without sacrificing substance. 

Make every word count and every moment matter in your presentation with these executive summary templates.

FAQs on Executive Summary

What is an executive summary.

An executive summary is a concise and condensed version of a document, report, or proposal. It is designed to provide a high-level overview of the main points, findings, and recommendations of the document, allowing busy professionals to grasp the essential information without reading the entire content. In business, research, marketing, and other fields, executive summaries are used to communicate key information to decision-makers, stakeholders, and other interested parties.

What is included in the executive summary?

What's included in an executive summary can vary depending on the type of document it summarizes, but it should cover the following:

  • Purpose/Objective : State the purpose of the document and what it aims to achieve in a brief manner.
  • Context/Background : Provide a brief introduction to the topic, context, or problem the document addresses.
  • Main Findings/Key Points : Highlight the most important findings, insights, or key points from the document.
  • Recommendations/Actions : If applicable, outline the main recommendations or actions that are suggested based on the findings.
  • Conclusion : Summarize the main results drawn from the document.
  • Benefits/Impact : Explain the potential benefits or impact of the findings and recommendations.
  • Target Audience : Specify who the document is intended for and who would benefit from reading the full version.
  • Scope/Limitations : Brief the limitations or constraints of the document's findings.
  • Visuals : Use visuals like charts, graphs, or diagrams to support key points.

How to make an executive summary?

To create an effective executive summary:

  • Read the Document : Before writing the summary, read the entire document to understand its content and key points.
  • Identify Key Information : Identify the most crucial information, findings, and recommendations from the document.
  • Be Concise : Keep your sentences short and to the point. Avoid unnecessary details or jargon.
  • Maintain Flow : Structure the summary in a logical way, following the order of the main document's sections.
  • Use Clear Language : Write in clear, straightforward language your target audience can easily understand.
  • Focus on Impact : Emphasize the impact of the findings and why they matter.
  • Proofread and Edit : Review the summary for grammar, punctuation, and clarity. Ensure it captures the essence of the original document in an effective way.
  • Tailor to Audience : Customize the tone and level of detail based on the knowledge and interests of your audience.
  • Include Visuals : If appropriate, incorporate visuals to illustrate key points.

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  • [Updated 2023] Top 50 Most Effective Executive Summary Templates [includes One pagers and Full Templates] To Impress Your Clients
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Home Blog Business Executive Summary: A Guide to Writing and Presentation

Executive Summary: A Guide to Writing and Presentation

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. 

Example of a simple Executive Summary slide for presentations

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 

Executive Summary Slide Presentation in a business document

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 

Executive Summary Report Example Presentation PDF

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

Executive Summary Design Slide Deloitte

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:  

How to Write an Executive Summary for a Presentation

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. 

Meeting Illustration - A woman and a man presenting an Executive Summary

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 : 

Executive Summary Slide Template for Presentations

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

executive summary presentation example

Use This Template

2. Simple Executive Summary Slide Template for PowerPoint

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3. One Page Strategy Summary PowerPoint Template

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4. Executive Summary PowerPoint Template

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5. Executive Business PowerPoint Template

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

How to write an executive summary, with examples

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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.

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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

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

Start with the problem or need the document is solving.

Outline the recommended solution.

Explain the solution’s value.

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

What is an executive summary in project management?

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

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

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

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

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

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

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

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

Executive summary vs. project plan

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

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

Executive summary vs. project overview

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

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

Executive summary vs. project objectives

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

The benefits of an executive summary

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

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

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

How to write a great executive summary, with examples

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

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

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

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

Example executive summary:

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

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

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

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

Continuing our example executive summary:

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

Offer watches in new materials, including potentially silicone or wood

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

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

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

3. Explain the solution’s value

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

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

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

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

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

To round out our example executive summary:

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

Example of an executive summary

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

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

Common mistakes people make when writing executive summaries

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

Avoid using jargon

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

Remember: this isn’t a full report

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

Make sure the summary can stand alone

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

Always proofread

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

In summary: an executive summary is a must-have

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

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

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