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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

Use This Template

2. Simple Executive Summary Slide Template for PowerPoint

3. One Page Strategy Summary PowerPoint Template

4. Executive Summary PowerPoint Template

5. Executive Business PowerPoint Template

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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

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 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 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.

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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 Plus Examples Templates

Learn how to capture the essence of your business plan or proposal in a concise and compelling manner. Find the key elements to include, such as the problem statement, solution, market analysis, and financial projections. Enhance your communication skills and leave a lasting impression on busy executives with a winning executive summary.

Nowadays, it is becoming challenging to grab the attention of business executives. With jam-packed schedules, quick decisions to make, and not much time to spare, the executives are always looking for value for their time. Hence the need for the Executive Summary to capture the attention of the busy audience by providing the gist of the entire presentation engagingly.

What Is An Executive Summary?

An executive summary is a vital part of any business presentation. In the broader sense, the executive summary is the brief that precedes a more extended report or presentation and outlines the essence of the entire report.

In business environments, an executive summary presentation summarizes the intent of the entire business deck in a concise form.

The purpose of an executive summary is to pique the reader’s curiosity by presenting facts from the larger piece of content. A robust executive summary creates value for the reader as a first impression and generates interest in viewing the rest of the content.

How To Write An Executive Summary

After dealing with several professional clients, we have found many things to keep in mind while writing an executive summary format. These tips will help you build a winning executive summary.

Begin with a bang

The opening statement of your executive summary needs to be effective. Use the most differentiating plus point of your company and present it as the lead sentence. A few examples:

• List the unique problem you are solving, and the impact your solution has.
• Highlight if you have a huge market size, growth opportunity, or high potential investor return.
• Drop known names in the industry if they have collaborated, invested, or endorsed you.

Keep it Simple and Short

The executive summary template should only be 5% – 10% of the length of the entire presentation. Putting too many details in the executive summary is contradicting to its purpose. Make the executive summary focused and simple, by using short paragraphs or bullets, and subheadings.

Placement of the Summary

The executive summary slide should be the last thing you should write when  making the presentation . With every revision, the summary needs an update. However, it should be placed right after the  table of contents PowerPoint template , and before the introduction of the presentation so that the audience knows what to expect.

The Interest of the Audience

Do your research and consider the mindset of your audience. Tailor the summary to intrigue them with your study and proposal, convincing them to invest more effort in your presentation, and read further.

Good Examples Of Executive Summary For Different Business Scenarios

SlideUpLift has an extensive collection of PowerPoint &  Google slide templates  to whip up a compelling executive summary instantly. The templates cater to building an executive summary for different types of business presentations. Below are a few executive summary examples:

Strategic Initiatives Executive Summary Template

In this business summary example, you can showcase the snapshot of the strategic initiatives you are proposing in your plan. In a single executive summary slide, you can convey the current facts about the market, market trends, key milestones you wish to achieve, and further how you plan to reach milestones through your initiatives.

The template is perfect to showcase your executive in one single slide. The effective use of icons and shapes makes this template a good executive summary template.

Business Proposal Executive Summary Template

This executive summary sample gives a snapshot of the size and expertise of your organization, conveying how you are qualified to take on the prospective client’s business.

An effective executive summary design format that showcases all important aspects can increase your chances to impress your client or prospect.

Customer Journey Executive Summary Template

This Executive Summary example showcases a customer’s journey with a brand, company, or organization using creative infographics. This framework allows the brands to summarize factors such as – a customer’s tenure, activity status, demographics, and customer spread across the world.

By using an Executive Summary Template to exhibit a customer’s journey, brands can improve their sales efficiency.

Business Review Executive Summary Template

The following sample of executive summary summarizes the major points an executive need to know for a business review. The slide covers, key milestones, market share and growth, product profile, company strategy, revenue, and profit, all in a structured way.

Project Executive Summary Template

This project executive summary example is used to outline a project plan in a business presentation. Using this executive summary of a project template, you can give a quick overview of a project plan with a focus on Team Members, key highlights, and the background of the project. This framework also allows you to compare actions taken and measure the results of a project plan.

Project Launch Executive Summary Template

This project executive summary template allows you to give a quick overview of the context of your project planning.

Sales Executive Summary Template

This is a marketing plan executive summary example that can be used to summarize your marketing and sales plan.

Financial Plan Executive Summary Template

This executive summary sample can help summarize financials in your presentation.

Resume Executive Summary Template

This is the best executive summary example that helps you highlight your career experiences and achievements and allows you to showcase the reasons that make you a suitable candidate.

Best Executive Summary Templates Collection

This collection of executive summary templates that cover most of the summarization of business professionals is available in PowerPoint Themes and Google Slides themes .

Building An Executive Summary Template For A Startup

Now that we know what an executive summary is and learn the tips on how to write an effective Executive Summary. An executive summary example for a startup should be a lean abbreviated version of a business plan with no extra fat. It is like a business plan executive summary example that is crisp. The goal of the startup executive summary presentation is to get a meeting with venture capitalists however the objective of a great executive summary format for a business proposal may include a company profile, existing client information, rich media like charts, graphs, images, projections, and more to keep the readers hooked.

The Punch Statement

The first statement or paragraph should make your audience stop everything else and focus on you. Lead with the most convincing statement and tell why your idea is huge and worthy of your audience’s time. If possible, throw in names that impress the room, like world-class advisors, famous companies you are already working with, or renowned investors you have.

The Problem

Emphasize how the problem you aim to solve is big and impacts a large demographic.

The Solution

What specifically are you offering to whom? Software, hardware, service, combination? Use commonly used terms to state concretely what you have, or what you do, that solves the problem you’ve identified.

The Opportunity

Briefly describe your target customer, size of the market, growth opportunities, market dynamics, and plan for the market.

Your competitive advantage

Describe the competitive position of your company over your competitors, the possible opportunities in the future, plans for growth, and overcoming possible competitor threats.

The Business Model

How specifically are you going to generate revenues, and from whom? Why is your model leverageable and scalable? Why will it be capital efficient?

Why is your team uniquely qualified to win? Don’t just add a shortened form of each founder’s resume; explain why the background of each team member fits.

Detail the exact amount you want to raise, and the key areas where you will invest the funds. Use this section to highlight the growth and add perspective for the reader by showing relevant numbers.

In short, having a good executive summary is crucial to capturing the attention and excitement of your audience. An effective executive summary template captures the core message of your presentation and successfully raises your audience’s intrigue to read further into your presentation.

Build an excellent executive summary to convey to the business executives how you value their time and are worthy of the same, increasing the likelihood of the success of your business presentation . Get ideas from 100+ creative ways of building executive summaries from SlideUpLift Library.

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How to write an executive summary in 10 steps

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 .

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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.

Tips for how to write a LinkedIn summary and examples

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Creating an Executive Summary PowerPoint Presentation in 2024: Expert Tips and Techniques

What is an executive summary in powerpoint presentations.

A n executive summary slide gives a quick peek into a more extended presentation, usually found at the start of a slide deck. Its job is to summarize the main points so readers don’t have to go through the whole thing. These slides often have more text than regular slides because they’re meant to be read, not presented live. It’s important to keep live presentations engaging by avoiding too much text on slides.

Think of an executive summary as a short version of a big document, giving important info in an easy-to-understand way. Even though it’s short, an excellent executive summary must focus on the main message. Executives and decision-makers, who are often busy, like presentations that get to the point quickly and professionally. If you can’t do that, you might seem unprepared or unable to communicate well.

An executive summary PPT slide makes presenting vital info from a bigger report or business plan easier. It usually includes a title slide, an agenda or outline slide, and a few summary slides. This helps quickly share critical details like the problem you’re addressing, solutions, expected outcomes, and budget plans.

An executive summary template condenses a more extended presentation into crucial points. It aims to catch readers’ interest, clarify the presentation’s goals, and prepare the audience for the discussion. A good executive summary grabs attention and sets the stage for a complete understanding of the topic.

What are the Benefits of an Executive Summary in Slide Presentations?

In slide presentations, a business plan executive summary is a crucial connection between the presenter and the audience, giving a quick look into what’s coming up. Stakeholders often need to understand proposals, project details, or research quickly, especially in business. Creating a well-organized executive summary ensures that essential points are easy to see, setting the stage for deeper exploration if needed.

In the midst of a PowerPoint slide deck, it’s easy for readers to get lost, trying to remember earlier slides and the main story. Executive summary slides help guide readers through the presentation. They have a few main jobs:

1. Providing Context: Executive summaries provide background information, explaining why the slide deck’s topic is important, which helps the audience understand better.

2. Showing the Main Argument: Executive summaries help readers understand the main idea of the presentation before getting into the details by summarizing the central argument right away.

3. Acting as a Guide: These summaries work like maps for readers, helping them stay on track with the presentation’s story.

Executive summaries, especially in PowerPoint, are handy in the business world. They’re the first thing the audience sees, grabbing attention and making people curious by summarizing long and potentially dull content. The benefits of using an executive summary PowerPoint template include:

1. Saving Time: Executive summaries save presenters and audience members time by condensing important points from long reports or presentations.

2. Clear Organization Overview: These summaries give a quick and optimistic overview of the organization, showing its successes and goals, which makes the audience want to learn more about it.

Executive summaries in slide presentations are crucial for smoother communication and ensuring everyone can easily understand important information. By guiding the audience to deeper insights, they make engagement and understanding easier, moving the story along with clarity and purpose.

How To Write an Effective Executive Summary Slide

To ensure clarity and engagement, crafting a compelling executive summary for slide templates involves several key steps.

1. Start with a Clear Problem Statement: Think of your first paragraph as the opening slide of a presentation. You need to make a strong statement that immediately communicates the agenda. Address the urgency of the issue, highlight its importance, or provide background information to set the scene. Clearly outline the chief goals of the report or document.

2. Present the Main Discussion Points: Expand on the points or scope of the report to meet audience expectations. Break down large blocks of text into bullet points for easier digestion. Use figures to highlight key findings and quantify significant results. Discuss the research methods and data sources, and mention any report limitations. Summarize the conclusions in a paragraph or as a featured quote to highlight critical information.

3. List Recommendations or Next Steps: Allocate a section at the bottom of the summary to emphasize outcomes, conclusions, and follow-up actions expected from the reader. Summarize the research findings and identify any recommended solutions or actions. Seek feedback from team members who have not seen the full report to ensure the summary effectively conveys the document’s content and piques interest without additional context.

By following these steps, you can create an executive summary that effectively communicates the main points of your presentation and encourages audience engagement. 

How To Make an Executive Summary Engaging

A creative executive summary presentation involves several vital strategies to capture your audience’s attention and convey the main points effectively.

1. Create an Engaging Slide Title: The title of your slide is the first thing your audience will see. Make it count by clearly stating the main takeaway and setting the tone for the rest of the slide.

2. Use Basic Story Structure: Your summary should provide a complete presentation overview, including a clear beginning, middle, and end. Many summaries focus solely on insights or data without providing a proper introduction or conclusion.

3. Ensure Scannability: Executive summary slides often contain lots of information, making them dense and challenging to navigate. Make it easier for your audience by organizing information into easily discernible sections. Group related text and graphs together, and include text headers for each section so even those scanning will understand the main points.

4. Maintain Consistent Tone: Ensure that the tone and language used in your slide match those of the primary document. Consistency in tone prevents confusion and keeps the audience engaged.

5. Focus on The Story: While stakeholders may have time to read the full report later, your goal during the presentation is to draw their attention to the most critical issues and highlight the value within the report, enticing them to delve deeper.

6. Use Bullet Points: Present information in bullet points to keep it concise and easily digestible. Avoid overloading your audience with long lists or full sentences, as this can overwhelm them and diminish the impact of your presentation.

7. Limit Data Overload: While data is essential, too much of it can overwhelm your audience. Choose three main data points to highlight on your executive summary slide and provide context for why these points are significant.

8. Utilize Professional Presentation Templates: Consider using presentation templates designed specifically for executive summaries. These help you create visually appealing slides that enhance your message and engage your audience. Prioritize white space and use icons and simple visualizations to minimize clutter and make your slides visually appealing.

By incorporating these strategies, you can create an executive summary slide that conveys important information and keeps your audience curious and engaged.

Crafting a compelling executive summary in slide presentations is essential for conveying critical information concisely and engagingly. 

By following strategies such as creating an engaging slide title, using basic story structure, ensuring scannability, maintaining a consistent tone, focusing on the story, using bullet points, limiting data overload, and utilizing professional presentation templates, presenters can captivate their audience’s attention and communicate their main points effectively. 

An engaging executive summary sets the stage for a deeper exploration of the topic and facilitates smoother communication, ultimately leading to better stakeholder understanding and engagement.

Frequently Asked Questions (FAQs)

1. What is the purpose of an executive summary slide in a presentation?

An executive summary PPT slide gives a quick overview of a more extended presentation, usually at the beginning of a slide deck. It summarizes the main points so readers don’t have to review the entire presentation. These slides are more text-heavy because they’re meant to be read, not presented live.

2. Why is it essential to have an executive summary in slide presentations?

Executive summaries are a crucial connection between presenters and audiences, offering a glance into the content ahead. They help stakeholders quickly understand proposals, project details, or research findings. By guiding readers through the presentation and providing context, they ensure that important points are easily grasped, setting the stage for deeper exploration if needed.

3. What are the key sections typically included in an executive summary?

An executive summary usually includes sections such as introduction, problem statement, outcomes/recommendations, and importance. These sections help readers understand the document quickly. It’s common to organize them into a clear outline using bullet points to make them easier to turn into slides for a PowerPoint presentation.

4. How can I make an executive summary slide engaging?

Crafting a creative executive summary slide involves:

• Creating an engaging slide title.
• Using basic story structure.
• Ensuring scannability.
• Maintaining a consistent tone.
• Focusing on the story.
• Using bullet points.
• Limiting data overload.
• Utilizing professional presentation templates.

Presenters can capture their audience’s attention by incorporating these strategies and effectively communicate their main points.

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How to Write an Executive Summary and Translate It Into a Presentation

An executive summary is a crucial document that summarizes the essence of a business proposal, plan, or project. It is the first thing an investor, partner, or executive reads to determine if a project is worth investing in. Because they’re looking for high level updates, it should be concise, clear, and convincing.

It’s one thing to write a killer executive summary and another to translate it into a presentation that keeps your audience engaged and interested. In a presentation, an executive summary is usually a “too long, didn’t read” slide at the end of the deck (although it can be an entire presentation, too). If your summary is effective, executives should be able to pick up the key takeaways from the presentation in just a few points. 

In this blog post, we'll explore the key elements of a winning executive summary and how you can include it in your deck. 

How to write an effective executive summary

If an executive summary is foreign to you, let’s start with how to write one. Keep these 3 things in mind when writing your next executive summary. 

Understand your audience

The first step to crafting an effective executive summary is to understand your audience. Who are they? What are their interests, goals, and challenges? Pinpointing what they care about most, and answering those questions, will help you tailor your summary to their needs. If you're presenting to investors, for example, you'll want to highlight the financial benefits of your proposal. Similarly, if you're presenting to executives, you'll want to focus on the strategic implications.

Focus on the biggest wins

Your executive summary should highlight the biggest wins or benefits of your proposal or project. Think of it as a high level overview— or sparknotes— of your story. What's in it for your audience? What problem does it solve, or what opportunity does it create? Highlight these wins upfront and organize them in a logical and compelling way. You might opt for bullet points, graphics, or charts to emphasize key points and make them easier to digest. 

Keep it simple and clear

A good executive summary should be concise and easy to understand. After all, the whole point is to summarize your content. To keep things simple, avoid jargon, technical terms, or complex charts that may confuse your audience. Remember, your goal is to communicate effectively and get to the point quickly, not to impress your audience with your vocabulary.

Adding an executive summary to your presentation

Now that you know the basics of how to write an executive summary, let’s add it to your presentation. 

As we mentioned, you should limit your executive summary to one slide and only include the most important and meaningful information. Usually, this slide will live at the end of the deck so your audience can refer back to it for a quick recap of the presentation when they need to make a decision. 

Tell a compelling story

Imagine your audience skimmed through the entire deck and is relying on the last slide to tell them exactly what they need to know— will it make sense? Even though an executive summary is short and sweet, it should still maintain a nice flow. 

People love stories, so use that to your advantage. Compile your key takeaways in a compelling story that captures the essence of your proposal or project. Use anecdotes, examples, or data that demonstrate its value and impact. You might also include one or two visuals, or videos, that bring your story to life and grab the attention of your audience.

Practice and prepare

As with any presentation, practice makes perfect. But chances are, if you’re including an executive summary, you’re presenting to a powerful audience and the stakes are high. Take the time to rehearse your presentation in front of a mirror or a friend to eliminate any kinks. Pay attention to your body language, tone of voice, and timing. 

You’ll also want to ensure your presentation is well-organized, and your visuals or videos are working correctly. Lastly, be prepared to answer questions or objections and have backup data or evidence to support your claims in your executive summary. 

Jordan Turner

Jordan is a Bay Area writer, social media manager, and content strategist.

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How To Write an Effective Executive Summary to Yield Results

By Kate Eby | April 3, 2018

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

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

What Is the Purpose of the Executive Summary?

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

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

The Benefits of a Well Written Executive Summary

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

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

Business plans

Legal briefs

Product launch plans

College campus surveys

Market research reports

Environmental studies

Project proposals

Hospital planning and evaluation

How to Write an Executive Summary

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

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

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

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

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

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

Executive Summary Checklist

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

Download Executive Summary Checklist

What Is the Format of an Executive Summary?

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

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

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

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

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

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

One-page Executive Summary Template

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

Download One-page Executive Summary Template

Excel  |  Word  |  PDF

What Are the Common Pitfalls of Executive Summaries?

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

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

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

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

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

Executive Summary Outline Template - PowerPoint

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

‌ Download Executive Summary Outline Template - PowerPoint

What to Include in an Executive Summary

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

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

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

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

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

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

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

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

What are the opportunities now and in the future?

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

Do you have relevant experience with major competitors?

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

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

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

How Do You End An Executive Summary?

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

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

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

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

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

Business Plan Executive Summary Template

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

Download Business Plan Executive Summary Template

Excel  |  Word  |  PDF  | Smartsheet

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

What Should Be in an Executive Summary of a Report?

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

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

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

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

What is the central plot of your report?

Why is this story important?

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

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

How does your research support the story’s conclusion?

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

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

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

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

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

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

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

Research Report Executive Summary Template

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

Download Research Report Executive Summary Template

Word  |  PDF

Get Funding with Your Executive Summary

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

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

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

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

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

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

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

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

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

Startup Executive Summary Template

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

Download Startup Executive Summary Template

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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.

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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.

StrategyPunk

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

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How to structure, design, write, and finally present executive summary presentation?

What is a powerpoint executive summary.

An executive summary is a much shorter version of a longer document, while an executive summary in PowerPoint is a visual summary with facts from an extensive piece of content. If you have a 30-40 page presentation, what is the one page that summarizes your key message? Sounds small, but this amount keeps you within boundaries and up to a point.

You might have a bunch of data and really interesting information, but the executives you present to are limited in time, so they will appreciate your concise and professional presentation design to grasp data easily. Remember that every time you cannot summarize your presentation’s takeaway in a couple of seconds, you look unprofessional and unable to share with your audience specific things.

What Is the Value of Presentation for Businesses/Students?

1. it clarifies your thinking.

Some presenters pull together different slides with plenty of charts, tables, and quotes but do not compile a cohesive story within executive summary ppt slides. Thus, your exam or report has no clear and concise message. If you only have 30 seconds with this audience, what do you want to convey or deliver?

2. It gives your audience what they’re looking for

The purpose of the executive summary ppt is to move your audience from point A to point B with attractive visuals that grasp and retain their attention.

3. It provides flexibility

By presenting your whole presentation on the executive summary, you can easily skip certain sections and jump directly to slides that are of value for the specific moment, question, or audience generally.

What Are the Features of Executive Summary Presentation?

The executive summary presentation is directed at executives like the top-level managers and decision-making parties, so the included facts must be relevant.

Executives use the summary to decide whether or not to move forward on the proposal, so the presentation must be convincing.

The executive summary for the PowerPoint presentation contains the same slides as sections of the full proposal, so it reads like the longer proposal, but each section must be condensed to main points and key evidence.

The 10% rule applies here, so a summary must not exceed 10% of the actual proposal length. If your proposal has 20 sections, the word document should be 2 pages. And the presentation should include no more than 20 slides (better 10).

What Should Be Included in Executive Summary Slides and What Should Not?

1. the most important slide.

The executive summary can be one slide in the presentation. When preparing, e.g., a 10 slides presentation for executives, make sure to include a 1-page opening slide. Sometimes, it becomes not possible to present the whole material. Thus, it’s better to present key takeaways.

2. Purpose of report

This slide or slides should state the investigated problem and purpose of the report in a concise format using the present tense. We advise using bullet points, heading/subheadings, SmartArt figures, and other graphic elements to design the text attractively .

This slide should report data only in summary form. There is no need to include dozens of tables even though they are so well-made. Provide key findings from each report table or appendices.

4. Findings and conclusion

This section is also summarized without reference to supporting tables or appendices.

5. Recommendations

Recommendation or advice for a specific proposal is better presented in bullet-list format.

How to Design and Present Executive Summary Slides?

Put minimum text.

We advise a maximum of five first-level bullets and sub-bullets. If you put too much information on one slide in a great room, people won’t remember or even see anything. You lose their attention whenever they do not see or understand the text.

Focus on insights

Every slide, no… EVERY SLIDE must include the answer, results, insights, and other ‘so what’s’ that add impeccable and fundamental value. For instance, you can provide one context sentence at the top of each slide.

Choose neutral colors and background

The executive summary slide design has to be attractive and visible from every room angle. Also, don’t waste space on your slides with unnecessary background messages that make it impossible to read the text. Choose neutral and calm colors that do not drag audiences’ attention from words. If you hesitate on your design choices, feel free to contact professional pitch deck design services and get top-notch assistance.

A good summary presentation summarizes or synthesizes what you want your audience to leave with on one slide. Your presentation’s success isn’t measured by the number of slides you’ve designed and presented. The only purpose of the executive summary ppt is to give the audience the key messages you want them to leave with. Having all on one or few slides makes conveying all information attractive and ensures that your audience hears your messages.

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How to start and end a presentation: top tips and tricks from professionals (+ special focus)

The importance of visual storytelling in presentations (+ effective tips to consider)

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.

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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.

Follow Along With HubSpot's Executive Summary Template

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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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Crafting the Perfect Executive Summary in PowerPoint

• December 27, 2022
• 94 Comments

An executive summary is a short presentation of the most important points in your business plan. It serves to provide an overview of the company, its products, and its goals. It’s one of the first things potential investors will want to see when you are pitching your company.

However, no two companies are exactly alike, which means there isn’t a single template for an executive summary. Instead, it’s up to you to tailor the presentation according to the type of funding you are seeking. If you are raising capital from private investors or venture capitalists, be sure that your executive summary has enough information about your key risks and competitive advantages.

For government grants or loans, focus on how your business plan will benefit society and create jobs. And for crowdfunding campaigns, highlight the social media following and number of backers that you already have in order to attract potential donors.

An executive summary is a brief overview of your company’s business. It usually includes the company’s vision, some financials such as revenue and earnings, and its goals for the future. This document is often shared with potential investors or other key stakeholders to give them a concise, easy-to-read overview of what you’re all about. A well-written executive summary, crafted with precision and care, serves as a crucial asset for any company. This succinct document can significantly enhance your prospects during fundraising and M&A endeavors. Utilizing a proficient summary generator can streamline the process and improve the overall quality of your executive summary.

The goal of this task is not only to explain what you would like to present, but also summarize the key points of your presentation . Here are some tips on how to create one that will make a lasting impression on anyone who reads it.

What is an executive summary?

An executive summary is one of the most important documents in your company. It’s a one-page document that summarizes your company. This document is often shared with potential investors or other key stakeholders in your company to give them a concise overview of the company’s business.

Why is an Executive Summary important?

An executive summary is an important document because it is one of the first things people will read about your company. If you want to make an impression on a potential investor , it’s important that your executive summary stands out and gets their attention.

A good executive summary should be concise and easy to read, with the goal of summarizing the key points of your presentation. A poorly written or confusing executive summary can cause your business to not get as much interest as you would like.

In this article we’ll provide 3 best practices for creating an effective summary in PowerPoint : 1) create a brief summary of your presentation including the key points; 2) identify and summarize each section of your presentation; 3) highlight the main takeaway and how it solves the problem. Not sure where to start? We’ve got some tips that will help you out!

Who reads the Executive Summary?

The Executive Summary is usually distributed to potential investors or other key stakeholders. The goal is to engage them and keep them interested in your business!

Begin by introducing the company, including its background information and current financials. Include an overview of the company’s strategy for the future. This should include what the company hopes to accomplish in the next 1-2 years. Finally, provide an outlook of what might happen if they implement their plan.

Don’t forget to include any other salient information about your company that might be important to your readers (for example, if you are a small privately-held company).

How to Create a Successful Executive Summary

Business-focused presentations often include an executive summary, and it’s important to know how to create one. This document is a quick overview of your company’s business and should be concise and easy to read.

How to highlight the main takeaway and how it solves the problem

Your presentation is not always going to have a single takeaway. It’s important to identify the main story of your presentation and how it solves the problem.

A great example of this is what we see in movies, when there’s the big reveal at the end of the film. This is often done by showing what was really happening throughout the movie, but it could also show how one event led to another event.

The purpose of this is to keep your audience engaged for longer periods of time. You want them to stay focused on your message and remember what you’re saying. It should be easy for them to understand where you’re coming from, why you’re talking about it, and how they can benefit by listening to you.

How to identify and summarize each section of your presentation

When you’re summarizing each section of your presentation, it’s important to be as concise as possible. You want to briefly cover the key points of that section.

For example, if you have a PowerPoint slide about your company’s vision, it would be helpful to summarize what your business is trying to achieve in the near future. The key points are the things that are most relevant for investors or other decision makers.

Another example would be if you have a slide on how your company is performing financially. If this slide includes revenue and earnings , then it would be helpful to include some projections for the following year. This can help potential investors make an informed decision about investing in your company.

General tips for making a successful executive summary

-Keep it brief. Your summary should be concise and to the point. Provide the key points of your presentation without too much detail. The goal is not to provide an in-depth description, but to clarify what you would like to present.

-Be clear about your intentions. This is a summary of your presentation, so it should include which audience you want to present to and why this topic is important to that audience.

-Provide an overview of each section of the presentation. It’s often helpful for readers to see all the information in one place rather than reading through slides one by one.

-End with a takeaway message or how it solves the problem at hand. Think about what your audience will remember most from your summary and make sure that’s included in the final paragraph!

Tips for different industries

Tips for a tech company.

Tech companies are in a fiercely competitive market. Considering that, it’s important for them to use all the tools at their disposal to get ahead of the competition. Some of the tools include executive summaries—a brief overview of your company’s business.

Tips for a law firm

If you work in a law firm, these 3 tips will help you create a good summary for your executive summary.

In the business world, the term “partner” is often associated with someone who has been working with a company for many years and is an integral part of the organization. A partner often has a stake in the company, takes on leadership roles, and is responsible for helping to set the long-term goals. Becoming a partner is usually a clear sign that an employee is trusted and valued by their company.

Tips for the fashion industry

Are you in the fashion industry? If so, your biggest competitor is up-to-date trends. The fashion world moves fast. But to stay on top of the game, it’s important to be aware of what’s happening in the industry and know what consumers want.

-Stay on top of current trends by reading trade magazines or having a subscription to a website that provides overviews on what’s new in the industry.

-Keep a running list of all the brands you’re interested in and note any items from those brands that you want, as well as why they’re on your list. This is a good way to help remember trends or styles that interest you.

-Gain inspiration from other industries as well! Fashion often takes cues from other industries such as architecture, art, and engineering.

An executive summary is an important document that can help you get your message across to your audience. Hope the above information was useful to understand what an executive summary is, what it’s used for, how to create one, and what you should be aware of when writing one.

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Top 7 Executive Summary Templates With Samples and Examples

Naveen Kumar

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!

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!

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!

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!

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!

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!

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!

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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How to make an executive summary template.

Sharing important info with stakeholders is even easier with a smart summary template.

Your executive summary has to do a lot of heavy lifting. It has to get all your high-level stakeholders up to speed, plus give them the information they need to succeed in just a page or two. This is where an executive summary template comes in handy.

Templates give your summaries structure, and they can save you some time in the long run, too. So, the next time you’re writing one, take a couple of minutes to follow these steps and create your own executive summary template.

What is a template for an executive summary used for?

A template for an executive summary serves as a valuable tool for summarizing complex business reports, proposals, or plans into concise and impactful summaries. It provides a structured framework that ensures consistency and clarity in presenting key information to decision-makers and stakeholders.

By using a template, individuals and organizations can save time and effort by streamlining the process of creating executive summaries, enabling them to focus more on the content and strategic aspects. Templates also contribute to maintaining a professional and cohesive visual identity across different summaries, enhancing readability and facilitating easier comprehension. Having a standardized format promotes effective communication, allowing busy executives to grasp the main points quickly and make informed decisions.

Key components of an executive summary template.

An effective executive summary template consists of several key elements that are essential for summarizing complex business reports, proposals, or plans.

• Introduction. The executive summary should begin with a brief introduction that captures the reader’s attention and provides context for the document.
• Objective. Clearly state the purpose or objective of the document, outlining what it aims to achieve or the problem it seeks to address.
• Summary of findings. Present the main findings, key points, or recommendations from the full report or proposal. Summarize the most important information concisely and highlight any significant insights or conclusions.
• Scope. Briefly describe the scope of the project or research and outline the methodology used to gather and analyze data. This helps provide transparency and credibility to the summary.
• Market analysis. Provide a concise overview of the market or industry context, highlighting trends, challenges, and opportunities that are relevant to the document.
• Key metrics. Include any important metrics, statistics, or performance indicators that support the findings or conclusions of the document. This helps quantify the impact and provides a basis for decision-making.
• Recommendations . Outline specific recommendations or proposed actions based on the findings. These should be actionable and tied directly to the objectives or purpose of the document.
• Conclusion . Summarize the main points and restate the significance of the findings or recommendations. This reinforces the key takeaways for the reader.

By incorporating these elements into an executive summary template, professionals can ensure consistency, clarity, and impactful communication of vital information to decision-makers and stakeholders.

Create an outline format for an executive summary.

The first step to creating an effective executive summary outline is thinking about when you’ll use it. For example, the information you include on a business case summary is different from what you’d put on a market survey summary.

Start drafting an outline of what you usually include in your executive summaries. Here are some ideas to get you started:

• State a problem.

Begin by clearly articulating the problem or challenge that the report, proposal, or plan aims to address. Provide a concise and compelling statement that highlights the core issue at hand.

• Recommend solutions.

Present well-thought-out solutions or recommendations that address the identified problem. These recommendations should be practical, actionable, and directly tied to the objectives of the document. Consider providing a brief overview of each recommended solution.

• Outline potential risks.

Identify and outline any potential risks or challenges that may arise when implementing the recommended solutions. This demonstrates a proactive approach and shows that potential obstacles have been considered.

Play around with your template until it has a structure that meets your or your business’s specific needs. After creating an executive summary template, learn how to write an executive summary that’s effective.

Save an executive summary template as a PDF.

When you complete your draft, save it to your template. Additionally, you should save your executive summary template in a few different file formats, including PDF, because it’s easy to share and sign PDFs electronically .

Also, store your templates in a place you frequently visit, like your computer desktop or the cloud. This way, your templates will always be on hand and ready to go.

Discover how Adobe Acrobat and Adobe Acrobat online services can help you make easy-to-use templates that will keep your business moving.

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