executive-summary-webexecutive-summary-web

Executive Summary Template

Distill your ideas into an exciting and actionable plan.

About the Executive Summary template

What is an Executive Summary?

Business plans, investment proposals, project plans… Regardless of what you’re working on, you’ll need to draft an executive summary for your project. The summary should explain what you’re working on and what need you’re solving -- but make sure your reader doesn’t become bogged down in details. The goal of the executive summary is to sell your reader on your project: excite them, motivate them, and inspire them to keep reading.

How to use the Executive Summary template

Think of your executive summary as a movie trailer. You want to give you reader the highlights: the objectives, stakes, and how you plan to achieve your goals. The Executive Summary template empowers you to draft a summary that grabs your reader and motivates them to read the rest of the report.

Step 1: Start with a compelling first paragraph. Remember, this is your movie trailer. Movie trailers always drop you straight into the action. Your first paragraph should identify the problem that you’re seeking to solve. Show your reader that the stakes are high; lay out the consequences for failing to solve this problem. Then highlight the product, resources, or expertise that your company brings to bear on the problem.

Step 2: Once you’ve hooked your audience, it’s time to sell them on your product. What sets you apart? What makes your company unique? Do you have customers? Patents? An exciting new technology? Your executive summary is introducing a business plan or investments proposal, meaning you’re looking to get buy-in from your reader. If they are sold on your company, they will be more likely to give you the resources you need to succeed.

Step 3: Give the reader an idea of your budget and timeline. There is no need to go into exhaustive detail, since you will have the rest of the report to do that. But preview the nuts and bolts of your plan so your reader knows what to expect.

Why write an Executive Summary?

Executive summaries often preface business plans, project proposals, and other documentation. The audiences for these types of plans are often reviewing dozens of documents every week. If they thoroughly read every plan that crossed their desk, they would never accomplish anything! Writing a compelling executive summary helps ensure that the reader will actually study the rest of your plan. Executive summaries are designed to persuade your reader that your project or company is worth their time.

Why is an Executive Summary important?

Executive summaries are your first impression. However, because they can be so time-consuming, many people and organizations make the mistake of glossing over them. It is easy to see why: when you’re putting together a project, the last thing you want to do is pause to create documentation. The Executive Summary template is useful because it removes some of the strain. Rather than slogging through a dull, uninformative, or incomplete summary, the template allows you to put together a document that gives you an edge over your competition.

When to use the Executive Summary template

Use the executive summary template any time you need to write a project plan, investment proposal, or business plan.

Executive Summary Template

Get started with this template right now.

Related Templates
Competitive Analysis ThumbnailCompetitive Analysis Thumbnail
Preview

Competitive Analysis Template

Developing a great product starts with knowing the lay of the land (meaning who you’re up against) and answering a few questions: Who are your competitors? How does your product or service compare? What makes you stand out? A competitive analysis will help find the answers, which can ultimately shape your product, value prop, marketing, and sales strategies. It’s a great exercise when a big business event is about to occur — like a new product release or strategic planning session.

Competitive Analysis Template
UML State Machine Diagram TemplateUML State Machine Diagram Template
Preview

UML State Machine Diagram Template

Visualize the workflow of a process and how objects perform actions based on different stimuli. State machine diagrams are valuable for understanding how an object responds to events at the different stages of its life cycle. They are also helpful for visualizing event sequences in a system.

UML State Machine Diagram Template
euler diagram templateeuler diagram template
Preview

Euler Diagram Template

Euler diagrams are valuable for showing different relationships between subjects by representing them with circles or "cells." Euler diagrams are frequently used in IT systems to show how objects relate to one another and how they interact. However, you can use them for any sort of explanation that needs to show connections.

Euler Diagram Template
cisco-network-diagram-thumbcisco-network-diagram-thumb
Preview

Cisco Network Diagram Template

Cisco offers data center and access networking solutions built for scale with industry-leading automation, programmability, and real-time visibility. The Cisco Data Network Diagram uses Cisco elements to show the network design of Cisco Data Networks visually.

Cisco Network Diagram Template
perceptual-map-thumb-webperceptual-map-thumb-web
Preview

Perceptual Map Template

To shape your messaging, tailor your marketing, improve your product, and build your brand, you have to know your customers’ perceptions — what they think of you and your competitors. You can gain those insights by exploring a perceptual map. This simple, powerful tool creates a visual representation of how customers rank your price, performance, safety, and reliability. Put this template to work and you’ll be able to size up your competition, see gaps in the market, and understand changes in customer behavior and purchasing decisions.

Perceptual Map Template
prune-the-product-tree-thumb-webprune-the-product-tree-thumb-web
Preview

Prune the Product Tree Template

Prune the Product Tree (also known as the product tree game or the product tree prioritization framework) is a visual tool that helps product managers organize and prioritize product feature requests. The tree represents a product roadmap and helps your team think about how to grow and shape your product or service by gamifying feedback-gathering from customers and stakeholders. A typical product tree has four symbolic features: the trunk, which represents the existing product features your team is building; the branches, each of which represents a product or system function; roots, which are technical requirements or infrastructure; and leaves, which are new ideas for product features.

Prune the Product Tree Template