the executive summary of a research report includes

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• Executive Summary
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An executive summary is a thorough overview of a research report or other type of document that synthesizes key points for its readers, saving them time and preparing them to understand the study's overall content. It is a separate, stand-alone document of sufficient detail and clarity to ensure that the reader can completely understand the contents of the main research study. An executive summary can be anywhere from 1-10 pages long depending on the length of the report, or it can be the summary of more than one document [e.g., papers submitted for a group project].

Bailey, Edward, P. The Plain English Approach to Business Writing . (New York: Oxford University Press, 1997), p. 73-80 Todorovic, Zelimir William and Marietta Wolczacka Frye. “Writing Effective Executive Summaries: An Interdisciplinary Examination.” In United States Association for Small Business and Entrepreneurship. Conference Proceedings . (Decatur, IL: United States Association for Small Business and Entrepreneurship, 2009): pp. 662-691.

Importance of a Good Executive Summary

Although an executive summary is similar to an abstract in that they both summarize the contents of a research study, there are several key differences. With research abstracts, the author's recommendations are rarely included, or if they are, they are implicit rather than explicit. Recommendations are generally not stated in academic abstracts because scholars operate in a discursive environment, where debates, discussions, and dialogs are meant to precede the implementation of any new research findings. The conceptual nature of much academic writing also means that recommendations arising from the findings are distributed widely and not easily or usefully encapsulated. Executive summaries are used mainly when a research study has been developed for an organizational partner, funding entity, or other external group that participated in the research . In such cases, the research report and executive summary are often written for policy makers outside of academe, while abstracts are written for the academic community. Professors, therefore, assign the writing of executive summaries so students can practice synthesizing and writing about the contents of comprehensive research studies for external stakeholder groups.

When preparing to write, keep in mind that:

• An executive summary is not an abstract.
• An executive summary is not an introduction.
• An executive summary is not a preface.
• An executive summary is not a random collection of highlights.

Christensen, Jay. Executive Summaries Complete The Report. California State University Northridge; Clayton, John. "Writing an Executive Summary that Means Business." Harvard Management Communication Letter (July 2003): 2-4; Keller, Chuck. "Stay Healthy with a Winning Executive Summary." Technical Communication 41 (1994): 511-517; Murphy, Herta A., Herbert W. Hildebrandt, and Jane P. Thomas. Effective Business Communications . New York: McGraw-Hill, 1997; Vassallo, Philip. "Executive Summaries: Where Less Really is More." ETC.: A Review of General Semantics 60 (Spring 2003): 83-90 .

Structure and Writing Style

Writing an Executive Summary

Read the Entire Document This may go without saying, but it is critically important that you read the entire research study thoroughly from start to finish before you begin to write the executive summary. Take notes as you go along, highlighting important statements of fact, key findings, and recommended courses of action. This will better prepare you for how to organize and summarize the study. Remember this is not a brief abstract of 300 words or less but, essentially, a mini-paper of your paper, with a focus on recommendations.

Isolate the Major Points Within the Original Document Choose which parts of the document are the most important to those who will read it. These points must be included within the executive summary in order to provide a thorough and complete explanation of what the document is trying to convey.

Separate the Main Sections Closely examine each section of the original document and discern the main differences in each. After you have a firm understanding about what each section offers in respect to the other sections, write a few sentences for each section describing the main ideas. Although the format may vary, the main sections of an executive summary likely will include the following:

• An opening statement, with brief background information,
• The purpose of research study,
• Method of data gathering and analysis,
• Overview of findings, and,
• A description of each recommendation, accompanied by a justification. Note that the recommendations are sometimes quoted verbatim from the research study.

Combine the Information Use the information gathered to combine them into an executive summary that is no longer than 10% of the original document. Be concise! The purpose is to provide a brief explanation of the entire document with a focus on the recommendations that have emerged from your research. How you word this will likely differ depending on your audience and what they care about most. If necessary, selectively incorporate bullet points for emphasis and brevity. Re-read your Executive Summary After you've completed your executive summary, let it sit for a while before coming back to re-read it. Check to make sure that the summary will make sense as a separate document from the full research study. By taking some time before re-reading it, you allow yourself to see the summary with fresh, unbiased eyes.

Common Mistakes to Avoid

Length of the Executive Summary As a general rule, the correct length of an executive summary is that it meets the criteria of no more pages than 10% of the number of pages in the original document, with an upper limit of no more than ten pages [i.e., ten pages for a 100 page document]. This requirement keeps the document short enough to be read by your audience, but long enough to allow it to be a complete, stand-alone synopsis. Cutting and Pasting With the exception of specific recommendations made in the study, do not simply cut and paste whole sections of the original document into the executive summary. You should paraphrase information from the longer document. Avoid taking up space with excessive subtitles and lists, unless they are absolutely necessary for the reader to have a complete understanding of the original document. Consider the Audience Although unlikely to be required by your professor, there is the possibility that more than one executive summary will have to be written for a given document [e.g., one for policy-makers, one for private industry, one for philanthropists]. This may only necessitate the rewriting of the introduction and conclusion, but it could require rewriting the entire summary in order to fit the needs of the reader. If necessary, be sure to consider the types of audiences who may benefit from your study and make adjustments accordingly. Clarity in Writing One of the biggest mistakes you can make is related to the clarity of your executive summary. Always note that your audience [or audiences] are likely seeing your research study for the first time. The best way to avoid a disorganized or cluttered executive summary is to write it after the study is completed. Always follow the same strategies for proofreading that you would for any research paper. Use Strong and Positive Language Don’t weaken your executive summary with passive, imprecise language. The executive summary is a stand-alone document intended to convince the reader to make a decision concerning whether to implement the recommendations you make. Once convinced, it is assumed that the full document will provide the details needed to implement the recommendations. Although you should resist the temptation to pad your summary with pleas or biased statements, do pay particular attention to ensuring that a sense of urgency is created in the implications, recommendations, and conclusions presented in the executive summary. Be sure to target readers who are likely to implement the recommendations.

Bailey, Edward, P. The Plain English Approach to Business Writing . (New York: Oxford University Press, 1997), p. 73-80; Christensen, Jay. Executive Summaries Complete The Report. California State University Northridge; Executive Summaries. Writing@CSU. Colorado State University; Clayton, John. "Writing an Executive Summary That Means Business." Harvard Management Communication Letter , 2003; Executive Summary. University Writing Center. Texas A&M University;  Green, Duncan. Writing an Executive Summary.   Oxfam’s Research Guidelines series ; Guidelines for Writing an Executive Summary. Astia.org; Markowitz, Eric. How to Write an Executive Summary. Inc. Magazine, September, 15, 2010; Kawaski, Guy. The Art of the Executive Summary. "How to Change the World" blog; Keller, Chuck. "Stay Healthy with a Winning Executive Summary." Technical Communication 41 (1994): 511-517; The Report Abstract and Executive Summary. The Writing Lab and The OWL. Purdue University; Writing Executive Summaries. Effective Writing Center. University of Maryland; Kolin, Philip. Successful Writing at Work . 10th edition. (Boston, MA: Cengage Learning, 2013), p. 435-437; Moral, Mary. "Writing Recommendations and Executive Summaries." Keeping Good Companies 64 (June 2012): 274-278; Todorovic, Zelimir William and Marietta Wolczacka Frye. “Writing Effective Executive Summaries: An Interdisciplinary Examination.” In United States Association for Small Business and Entrepreneurship. Conference Proceedings . (Decatur, IL: United States Association for Small Business and Entrepreneurship, 2009): pp. 662-691.

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

Table of contents

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

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

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

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

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

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

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

What Is an Executive Report?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

These include:

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

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

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

These are the main elements you should include:

• Methods of analyzing the problem
• Solutions to the problem
• The ‘Why Now’ segment

Well-defined conclusion

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

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

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

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

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

3. Methods of analyzing the problem

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

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

4. Solutions to the problem

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

5. The ‘Why Now’ segment

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

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

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

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

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

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

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

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

Don’t worry.

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

Write it Last

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

PRO TIP: How Well Are Your Marketing KPIs Performing?

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

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

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

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

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

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

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

Here are some examples.

Don’t use jargon

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Marketing Performance Dashboard

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

You will be able to:

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

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

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

This Sales KPI Dashboard can help you do just that.

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

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

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

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

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

Here is an executive summary template for a business plan:

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

Executive summary template for marketing plan:

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

Executive summary template for a research report

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

Executive summary template for project executive

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

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

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

Databox is one of those tools.

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

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

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

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

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How To Write A High-Impact Executive Summary

By Derek Jansen | January 2018

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

So, what is an executive summary?

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

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

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

The 4 Important Attributes Of An Exec Summary

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

#1 – It should be able to stand alone.

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

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

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

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

#3 – It should be concise.

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

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

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

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

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

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

#4 – It should be written last.

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

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

So, what goes into an executive summary?

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

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

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

Paragraph 1: Introduction

This paragraph should cover the following points:

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

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

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

Paragraph 2: Analysis and findings

In this paragraph, you should discuss the following:

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

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

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

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

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

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

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

Paragraph 3: Recommendations

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

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

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

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

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

Paragraph 4: Implementation

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

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

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

A practical example:

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

Paragraph 5: Reflection

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

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

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

Time to test it out.

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

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

  Wrapping up.

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

The key attributes of a high-impact executive summary:

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

The key contents of a high-impact executive summary:

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

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

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

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

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

Regards Saane

It’s a pleasure!

This was really helpful with how to structure my assignment.

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

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

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

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

Great insight and tips . Thanks

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

Thank you for your help

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The First Impression: Executive Summary In A Research Paper

Having trouble writing the executive summary for your research paper? Learn how to write it in a research paper with our step-by-step guide.

Do you think a scholar has the time to read all the content of your research paper? They will have infinite papers to check, so they definitely won’t read it thoroughly, so how do they know if it is worth reading or not? Now, you must’ve seen short summaries in front of every research paper; ever wondered what that is? 

Well, that is your first impression of the article and as the saying goes, “first impression is always the best impression”, it is important to make sure that the summary is catchy and perfect to grab the scholar’s attention. 

Those types of summaries are known as Executive Summaries and in this article, we are going to learn in-depth about the executive summary in a research paper, along with tips and guidelines for writing them.

What Is An Executive Summary In A Research Paper?

In a research paper, the executive summary serves as a condensed version of the entire paper. It provides a snapshot of the key elements and findings of the research, allowing readers to quickly grasp the purpose, methodology, and main outcomes without having to read the entire document.

Why Do We Compose An Executive Summary?

We compose an executive summary for several important reasons:

1. Decision-Making Support

Executives, stakeholders, or decision-makers rely on executive summaries to make informed decisions. By presenting key information clearly and concisely, an executive summary helps decision-makers understand the essence of the document and evaluate its significance and potential impact.

2. Accessible To A Wide Audience

Executive summaries are shared with diverse audiences, including those without specialized knowledge. By distilling complex information, executive summaries make the content more accessible to a broader range of readers.

3. Overview Of Research Or Project

An executive summary offers a high-level overview of the research or project, outlining objectives, methodology, and main findings. It provides a snapshot of the work, allowing readers to quickly assess its relevance and determine if they need to explore the full document. Also Read: How to Write a Summary of an Article

The Executive Summary Length And Placement

The length and placement of an executive summary can vary depending on specific requirements and guidelines. However, there are some general considerations to keep in mind:

• Length : Executive summaries are typically kept relatively short, ranging from a few paragraphs to a couple of pages. They aim to provide a concise overview of the main points and findings of the document.
• Placement : In most cases, the executive summary is placed at the beginning of the document, before the main body or introduction. This allows readers to quickly access the key information without having to go through the entire document. However, in some cases, it may be placed at the end, serving as a summary or recap of the main points for those who have already read the document.

It’s important to note that the length and placement of the executive summary can be influenced by specific guidelines or requirements set by the organization or publication. 

Structure Of An Executive Summary For A Research Paper

The structure of an executive summary for a research paper can vary slightly depending on the specific requirements and nature of the research. However, a commonly used structure includes the following key elements:

Introduction

Provide a brief introduction that sets the context for the research. Clearly state the purpose, objectives, and significance of the study.

Research Methodology

Summarize the research methodology used in the study. Briefly explain the data collection methods, sample size, research design, and any statistical analyses employed. This helps establish the credibility and reliability of the research.

Key Findings

Present the most significant findings of the research. Summarize the main results, trends, or patterns that emerged from the data analysis. Focus on the key outcomes that directly address the research objectives.

Conclude the executive summary by summarizing the main points and emphasizing the overall significance of the research. Restate the main findings and their implications in a concise manner. Also read our content about Thesis Conclusion: Making Your Research Paper Outstanding .

Executive Summary For A Research Paper Formatting

When formatting an executive summary for a research paper, it’s important to follow the specific guidelines provided by the target journal or publication. General formatting considerations to keep in mind:

• Title : Include a clear and descriptive title for the executive summary at the top of the page. It should reflect the content and focus of the research paper.
• Length : The length of the executive summary can vary, but it is typically recommended to be concise, ranging from a few paragraphs to a maximum of one or two pages. Adhere to any specified word count or page limit guidelines.
• Formatting Style: Follow the formatting style required by the target journal or publication. This may include font type, font size, line spacing, and margins. Typically, a professional and readable font such as Times New Roman or Arial with a standard font size of 12 points is used.
• Structure and Subheadings: Use clear and informative subheadings to structure the content of the executive summary. This helps guide the reader through the main sections, such as Introduction, Methodology, Key Findings, Implications, Recommendations, and Conclusion .
• Concise Writing: Write in a concise and focused manner, using clear and simple language. Avoid unnecessary technical jargon or complex explanations. Use bullet points or numbered lists to present key findings or recommendations, making them easy to read and comprehend.
• Proofreading and Editing: Before finalizing the executive summary, carefully proofread and edit the content for clarity, coherence, and grammatical correctness. Ensure that the summary is free from errors and presents a professional image.

The Executive Summary Mistakes To Avoid

When crafting an executive summary, it’s important to be mindful of certain mistakes that can diminish its effectiveness. Here are common mistakes to avoid:

Lack Of Clarity

Ensure that the executive summary is clear and concise. Avoid using jargon, complex language, or technical terms that may confuse readers. Aim for straightforward and accessible language that can be understood by a diverse audience.

Excessive Length

Remember that an executive summary is meant to be a condensed version of the main document. Avoid making it too long or including unnecessary details. Keep it concise and focused on the most important information.

Lack of Context

Provide sufficient context to help readers understand the research and its significance. Avoid jumping straight into the findings without setting the stage. Briefly explain the background, objectives, and methodology to provide a clear context for the research.

Inconsistent Tone

Maintain a consistent and professional tone throughout the executive summary. Avoid using overly casual language or an inconsistent writing style that may undermine the credibility of the research.

Missing Contact Information

Include relevant contact information, such as names, email addresses, or phone numbers, so that readers can reach out for further inquiries or discussions. This ensures that interested parties can easily connect with the authors.

Executive Summary Writing Tips And Recommendations

When writing an executive summary, consider the following tips and recommendations to ensure its effectiveness:

• Start Strong : Begin the executive summary with a compelling introduction that grabs the reader’s attention. Clearly state the purpose, importance, and relevance of the research to engage the audience from the start.
• Be Succinct: Keep the executive summary concise and to the point. Focus on the most critical information and avoid unnecessary tangents or excessive details. Use clear and concise language to convey the key points effectively.
• Structure with Headings: Organize the executive summary with headings and subheadings to create a logical flow of information. This helps readers navigate the content and locate specific sections quickly.
• Maintain Consistency: Ensure that the executive summary aligns with the main document in terms of key points, language, and style. Avoid introducing new information or contradictory statements that may confuse the reader.
• Use Visuals Sparingly: Incorporate visuals such as charts, graphs, or diagrams if they significantly enhance the understanding of the research. Ensure they are clear, well-labeled, and easy to interpret.
• Seek Feedback: Consider sharing the executive summary with colleagues, mentors, or experts in the field for feedback and suggestions. Incorporate their insights to improve the clarity and effectiveness of the summary.

In conclusion, the executive summary plays a crucial role in research papers by providing a condensed yet comprehensive overview of the study’s main points and findings. It serves as a valuable tool for busy readers, decision-makers, and stakeholders who require a concise understanding of the research without delving into the full document.

Also Read: How to Write an Abstract for a Research Paper (Example and Tips)

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Sowjanya is a passionate writer and an avid reader. She holds MBA in Agribusiness Management and now is working as a content writer. She loves to play with words and hopes to make a difference in the world through her writings. Apart from writing, she is interested in reading fiction novels and doing craftwork. She also loves to travel and explore different cuisines and spend time with her family and friends.

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What to Include in an Executive Summary (Templates & Tools)

Learn the essentials of crafting an executive summary: what to include, its key components, best practices, pitfalls to avoid, and real-world examples.

Hadar Peretz

5 minute read

Short answer

What to Include in an Executive Summary?

Provides Context: Sets the scene and audience needs.

Clarifies Objectives: States purpose and significance.

Details Approach: Outlines methods and unique tactics.

Presents Key Insights: Highlights pivotal revelations and implications.

Concludes with Recommendations: Offers actionable steps and future projections.

What is the Purpose of an Executive Summary?

The purpose of an executive summary is to distill extensive information into a concise, engaging overview.

It acts like the highlight reel of a sports match, capturing key moments and insights from a detailed report, allowing readers to grasp the essence without delving deep.

How is an Executive Summary Used?

While executive summaries are often associated with business, their utility stretches beyond that realm.

Role of an Executive Summary in Business Proposals

Similar to how a catchy song hook gets listeners intrigued, an executive summary in a business proposal grabs the client's attention, showcasing the most compelling parts of your proposal and why they should work with you.

Comparing Business Reports vs. Research Paper Summaries

If business reports are pop songs, then research paper summaries are classical music compositions. Both have their structure and audience, but the way they present their summaries might differ in style and depth.

The Importance of the Executive Summary in Financial Documents

Financial documents, often dense with numbers and charts, are like the dense forests of data. The executive summary serves as a map, guiding stakeholders through the forest and pointing out the landmarks.

4 Key Components of Executive Summary

An executive summary serves as a concise overview of a larger document, capturing its essence and guiding readers on its significance.

The four pivotal components ensure clarity, purpose, and direction, making it a valuable tool for decision-makers.

Introduction: What the document is about.

Findings: The core data or discoveries.

Conclusions: What the data or discoveries mean.

Recommendations: What actions should be taken next.

1) Introduction: Establish the Context

To anchor your audience, provide a clear backdrop against which the rest of your summary unfolds.

Set the Scene: Like a movie's opening scene, paint a vivid picture of the context or environment of your report or study.

Gauge Audience Needs: Delve into what your readers are looking for. Identify their primary concerns, needs, or questions they might have.

Direct Messaging: Communicate the essence of your document, ensuring readers recognize its relevance to them.

2) Findings: Present Major Insights

The heart of your summary should address the 'why' behind your document.

Purpose Clarification: State why the document exists. What goal or objective is it aiming to achieve?

Significance Overview: Highlight the importance of this objective. Why should readers care?

Engagement Strategies: Use intriguing facts or provocative questions to emphasize the objective's importance and keep your readers hooked.

3) Conclusions: Define the Core Objective

Outline how you tackled the problem or reached the conclusions presented in your document.

Methodological Blueprint: Lay out the methods or processes used to gather information or derive results.

Unique Tactics: Describe any novel or distinctive strategies employed and justify their selection.

Support with Advantages: Discuss the benefits of your chosen approach, emphasizing its robustness or appropriateness.

4) Recommendations

Wind up your summary with actionable insights or suggestions based on your findings.

Detail the Approach: Lay out the methods or processes used to gather information or derive results, highlighting any novel or distinctive strategies employed.

Justify Selection: Justify the selection of the strategies used, underscoring their robustness or appropriateness for addressing the objectives.

Actionable Items: Outline the steps or actions recommended as a result of your findings to propel forward.

Reflection and Future Implications: Revisit the journey briefly, pointing towards potential future implications or developments, and encourage engagement for deeper exploration or discussion.

What Mistakes Should I Avoid in Writing an Executive Summary?

Ah, pitfalls. We've all encountered them in various walks of life. Writing an executive summary is no exception.

Using Technical Jargon: Just as a comedian avoids inside jokes that only a few understand, steer clear of language only industry insiders would grasp. Make it accessible.

Overwhelming Details: Imagine watching a movie trailer that's an hour long. The essence of an executive summary is brevity. Provide enough to intrigue, but not so much that it loses its purpose.

Summary's Independence: Like a stand-alone episode in a TV series, your executive summary should make sense even if the reader never delves into the full document.

Lack of Proofreading: Mistakes in an executive summary can be like glaring plot holes in a film—distracting and undermining its effectiveness. Ensure it's polished to perfection.

3 Design Aspects to Include in an Executive Summary

A striking executive summary design doesn't just convey information; it positions your brand as a front-runner in its niche.

Delve into these expert insights to ensure your executive summary captivates and commands attention.

1) Interactive Design Elements

Tired of the same old monotonous report summaries? Let's break the mold.

Interactive elements in your executive summary can significantly boost stakeholder engagement, reinforce memory retention, and allow for fluid narration.

These elements prompt active participation, facilitate dynamic data representation, and make your summaries stand out. This ensures that your message isn't just heard, but resonates deeply.

Recent studies analyzing over 100K executive summaries revealed that those with interactive components had a remarkable 70% increase in engagement compared to traditional summaries.

2) Comparing Traditional and Interactive Executive Summaries

Interactive summaries outshine traditional formats in several key aspects, mainly due to their dynamic nature and the active engagement they encourage.

Here are 4 data-backed reasons why interactive executive summaries are more compelling:

Engagement Surge: Interactive content can ramp up engagement levels by as much as 50% compared to traditional formats.

Memory Retention: Readers are twice as likely to recall details from interactive summaries.

Decision-Making Impact: Summaries with interactive elements can boost decision-making conversion rates by 40-50% over static ones.

Increased Attention: Stakeholders devote 60% more time engaging with interactive summaries than with static ones.

3) Use Storytelling Design Elements

Using executive summary templates ensures consistency, saves time, and offers a structured format, enhancing readability.

These templates guide the writer in presenting key points effectively, ensuring that essential details aren't missed.

They also provide a professional appearance, making the document more appealing and impactful for the target audience.

Here's an example of storytelling by one of our clients:

Browse Executive Summary Templates

Explore a curated Executive Summary Gallery design to elevate your presentation. It's tailored to encapsulate key points effectively.

Here's an Executive Summary Gallery design you can use to enhance readability and engagement in your summaries.

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The essentials of the Executive Summary (FAQ)

In my writing workshops, I am often asked how to write or structure an executive summary. In this blogpost I list seven frequently-asked questions and my answers. Please note that I provide general advice here and that the exact nature and structure of any report or report sections, including the executive summary, may depend upon many factors including industry or discipline, report type and purpose and target audience.

What is an executive summary?

An executive summary is the section of a technical, scientific or business report report that summarises key features of the project or proposal.

What is the purpose of the executive summary?

The target audience of a report should be able to fully understand, and be able to act upon, the key findings written within the summary without having to read the rest of the report. Readers that rely on a clear, accurate executive summary are often those people who make funding, personnel, or policy decisions and need to assess information quickly and efficiently.

As the executive summary is often the first part of the report, it also has a role of engaging the reader and immediately informing them of the purpose, procedure and findings of the project. If the executive summary fails to engage the reader, the report could be discarded and left unread.

What are the essential components of an executive summary?

An executive summary should contain the essential outcomes or findings of the report that have direct relevance to the practical, operational, managerial or reporting requirements of its target audience. An executive summary should explain the scope of the study, the problems or issues that need to be addressed, how they were assessed and provide the findings and conclusions and recommendations arising from these conclusions.

How should an executive summary be structured?

The executive summary should stand alone and be independent of the report. Firstly, determine if there are guidelines within your organisation or industry or with your stakeholders that dictate the content and structure of an executive summary.  The structure could mirror the structure of the full report, but whether this is necessary might depend upon the type and purpose of the report.

The executive summary should include a brief summary of every section of the report. Depending upon templates and industry guidelines, and upon the length of the summary, headings and bullet points can be used. Avoid presenting too much information as bullet points as this can unnecessarily increase the length of the executive summary.

Depending upon the type of report, the executive summary might include a summary of the following:

• Project description: project aims and objectives, issues or problems that need solving, outline of who the report is designed for and the client requirements or deliverables.
• Background:  factors that lead to the development of the current project. What partners or stakeholders are involved and an outline of their requirements.
• Process or methods: procedures or actions that were necessary to complete the project. How data was collected and assessed or analysed.
• Findings and conclusions. How, or if, the problems were addressed or solved.
• Implications and recommendations of findings and conclusions.
• Who is responsible to undertake recommendations and how outcomes are to be communicated or acted upon.
• Implications for future work and development of policies.

How much detail should be included in the executive summary?

As key decisions are often made by only reading the executive summary it is imperative that all relevant information is presented. Ensure that any generalisations do not mask important points. In the process of summarising the key findings, it is essential that crucial caveats, stipulations, qualifications or limitations are not omitted. Nevertheless, the executive summary should be as concise as possible yet still provide the minimum amount of information or evidence needed to support the report’s findings, conclusions and recommendations. All conclusions and recommendations presented in the executive must be fully explained in further details in the body of the report. This is especially important in case your reports and other documentation need to be audited in the future.

What information should not be included in an executive summary?

Do not introduce any new information that is not in your report. Avoid using acronyms, in-house terminology or any other words or phrases that your target audience will not be familiar with. Avoid copying sentences and paragraphs from the report into the executive summary: this is not summarising.

What is the optimum length of an executive summary?

The length of an executive summary depends upon the length and purpose of the report. If the report is short, the length might be less than half a page while executive summaries of large reports could be 5-30 pages in length.

How is an executive summary different to an abstract?

Executive summaries are found in all types of reports, including non-scientific documents, whereas abstracts are summaries of scientific or academic peer-reviewed research papers. Readers of reports may act upon the information presented in an executive summary without reading the rest of the report, whereas the abstract of papers provide an overall summary and readers should read the entire paper before making their own interpretations of the study’s findings. This is especially important when citing information presented in a research paper. One should not cite the findings of a research paper after having only read the paper’s abstract.

© Dr Marina Hurley 2019 www.writingclearscience.com.au

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FURTHER READING

• 11 common mistakes when writing an abstract
• The essentials of science writing: identify your target audience
• Co-authors should define their roles and responsibilities before they start writing
• The difference between a writing rule and a good idea
• When to cite and when not to
• Back to basics: science knowledge is gained while information is produced
• How to build and maintain confidence as a writer
• If science was perfect, it wouldn’t be science
• The essentials of science writing: What is science writing?
• 8 steps to writing your first draft
• Two ways to be an inefficient writer
• Work-procrastination: important stuff that keeps us from writing

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

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

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Executive summaries

The executive summary of an evaluation report is a shortened version of the full report  – usually one to four pages – that highlights findings and recommendations and is placed at the front of the report.

The executive summary may also include a brief overview of the evaluation purpose, key evaluation questions, and the research methods used.  

It should be understandable as a stand-alone document that can also be disseminated separately from the full report. Executive summaries are typically written for busy decision-makers and enable readers to get vital information about the evaluation without having to read the entire report. Because of their condensed style, executive summaries can be more influential and read by more readers than the main body of the report.

A Joint Evaluation of the Yogyakarta Earthquake Response July 2007

The following example is an excerpt from Stetson (2008), pp. 37-41.

"1. Introduction 

Following the earthquake in Yogyakarta on May 27, 2006, CARE, Catholic Relief Services (CRS),  Save the Children (SC) and World Vision Indonesia (WVI) responded separately to the disaster.  Although the agencies worked independently of each other, it was felt that a joint evaluation (JE)  of the response would demonstrate greater accountability and the results would be taken more seriously.

The objectives of the JE were to assess individual agencies on:

• The impacts of their responses and identify promising practices and indicators on impact measurement.
• The appropriateness of agency responses.
• Whether the responses had helped the recovery of people and communities.
• The level of agency accountability to local people.
• Organisational preparedness to respond to emergencies. 

2. The Context 

The Yogyakarta earthquake killed an estimate 5,700 people and injured 27,000. Over 300,000  houses were destroyed or severely damaged and a further 200,000 suffered minor damage. 1.6  million people were left homeless. An additional 1.1 million people were affected.

Recovery is now well underway in the affected areas, as those affected have been provided with some form of shelter assistance, health and education services are operating, and children are back in school and say they feel less traumatised. However, many gaps still remain, particularly due to the limited recovery of economic livelihoods. 

3. The Response by the four agencies

At the time of the earthquake, three of the agencies had teams on the ground responding or preparing to respond to a potential eruption of the Mount Merapi Volcano. They began assessments and redeployed NFI kits from the Mount Merapi crisis to earthquake-affected areas. The fourth agency began their response on May 29th 2006.

Many staff employed in Yogyakarta had worked in their agency’s emergency response program in Aceh Province. They were able to apply their learning from Aceh to the more recent disaster in Java... "

Advice for using this method

• Read the original document from beginning to end
• Start the executive summary with conclusions and recommendations
• Underline all key ideas, significant statements, and vital recommendations
• Edit and/or rewrite the underlined information
• Edit the rewritten version by eliminating unnecessary words and phrases
• Check the edited version against the original document to ensure that the essential information is captured, including project successes and challenges
• Ensure that only original information from the report is presented.

Source: Stetson (2008), p. 28.

This module helps private voluntary organization staff facilitate learning among individuals, groups, and organizations by communicating and reporting evaluation processes and findings more effectively.

This UNICEF guide provides a clear outline for writing an executive summary.

Oxfam GB Evaluation Guidelines (accessed 2012-05-08): http://policy-practice.oxfam.org.uk/~/media/Files/policy_and_practice/methods_approaches/monitoring_evaluation/ogb_evaluation_guidelines.ashx

Stetson, Valerie. (2008). Communicating and reporting on an evaluation: Guidelines and Tools. Catholic Relief Services and American Red Cross, Baltimore and Washington, USA. Download: https://www.crs.org/our-work-overseas/research-publications/monitoring-and-evaluation-short-cuts

Torres, Rosalie T., Hallie Preskill and Mary E. Piontek. (2005). Evaluation Strategies for Communicating and Reporting: Enhancing Learning in Organizations (Second Edition). University of Mexico.

USAID. (2010). Constructing an evaluation report . Retrieved from https://pdf.usaid.gov/pdf_docs/pnadw117.pdf

'Executive summaries ' is referenced in:

• Communicating evaluation findings

Framework/Guide

• Rainbow Framework :  Develop reporting media

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Field, A. (2016). An adventure in statistics. The reality enigma . SAGE.

Field, A. (2020). Discovering statistics using IBM SPSS statistics (5th ed.). SAGE.

Früh, M., Keimer, I., & Blankenagel, M. (2019). The impact of Balanced Scorecard excellence on shareholder returns. IFZ Working Paper No. 0003/2019. https://zenodo.org/record/2571603#.YMDUafkzZaQ . Accessed: 9 June 2021.

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The Report Abstract and Executive Summary

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The Abstract

The abstract is a crucial part of your report as it may be the only section read by people at the executive or managerial level who must make decisions based on what they read in your abstract. When you include specific content, it is important to remember these readers are looking for the information they need to make decisions.

The abstract is an overview that provides the reader with the main points and results, though it is not merely a listing of what the report contains. It is a summary of the essence of a report. For this reason, it should be crafted to present the most complete and compelling information possible. It is not a detective story building suspense as the reader hunts for clues, and should not be vague or obtuse in its content.

The abstract should include

• Why the work was done (the basic problem), the specific purpose or objective, and the scope of the work if that is relevant. (College lab reports may not require this part of the abstract.)
• How the work was done, the test methods or means of investigation
• What was found—the results, conclusions, and recommendations

The abstract should

• Not make references to material in the text
• Not lose the message by burying the methods, results, conclusions, and recommendations in a sea of words
• Not be written before the rest of the report

Therefore, a good abstract is

• Self-sufficient

Evaluating abstracts

Because the abstract is of major importance in a report, a summary of effective qualities of abstracts is offered here.

A well-written abstract

• Considers the readers it will encounter
• States what was done and what results were found
• Avoids vagueness by stating specific results
• Uses past tense to report what was done
• Is informative
• Is self-sufficient and does not refer to the body of the report
• Makes concrete, useful recommendations

Below are two abstracts. The first one, (A), was written by a student for a lab report, and the other one (B) was a revision written by someone with more experience in writing abstracts. Read both versions and try to figure out why the changes were made in B.

We studied the flow characteristics of meters, valves, and pipes that constitute a flow network. The meter coefficients for orifice and venture meters were determined. The orifice and venture coefficients were, on the average, 0.493 and 0.598, respectively. Fanning friction factors for pipes of different sizes and for gate and globe valves were also determined.

The accuracy with which the meter coefficients and friction factors were determined was affected by leaks in the piping network. In addition, air bubbles trapped in the pipes and manometers affected the accuracy with which pressure drops were measured. Hence, it is recommended that the piping system be checked to ensure the absence of any leaks. Furthermore, the fluid should be allowed to flow in the network for some time before taking any measurements, in order to get rid of the air trapped in the pipes and manometer.

In an orifice and a venturimeter in a flow network, we measured the meter coefficients to be 0.5 0.1 and 0.6 0.15. We measured the Fanning friction factors at steady state for several pipes and for gate and globe valves. The most important source of error was a leak in the piping network which has to be repaired in order to obtain more precise results.

The Executive Summary

The government and some companies have begun to request executive summaries at the beginning of a long report. An executive summary is a one-page statement of the problem, the purpose of the communication, and a summary of the results, conclusions, and recommendations. The same considerations of readers and situation should guide your executive summaries.

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An executive summary is a brief document typically directed at top-level managers who sometimes make decisions based upon a reading of this summary alone. As a result, the executive summary must be concise but comprehensive, meaning that it must present in summary form all major sections of the main report:

• methods of analyzing the problem
• results of analysis
• recommendations

To repeat, because of the critical role it plays, the executive summary is often the first and only part read by key decision makers. Therefore, it must be designed so that it can be read independently of the main document. Typically, figures and tables are not referenced in the executive summary. Uncommon terminology, symbols, and acronyms are avoided. If the executive summary is sufficiently persuasive, the entire proposal will then be read in full.

Therefore, your summary is key to the success of your proposal and should reflect these characteristics: 

• Perfect Miniaturization . The executive summary should contain the same sections in the same order as the full report.
• Major Findings Only . Because it is a distilled version of the full report, the summary should include only the proposal's principal points and major evidence. Most charts, tables, and deep-level analysis are reserved for full proposal. 
• Proportional . The executive summary should typically be only 10% the length of the full proposal it distills. Therefore, the executive summary for a 10-page proposal would be 1 page or less.
• Stand Alone . The summary should be written in a way that it can be read as a stand-alone document. Before submitting it, allow a test subject to read the summary. The subject should be able to give to you the basics of the full proposal from one reading of the summary.
• Flawless . Like a job resume, even the most minor error of proofreading or grammar can spell rejection.

Sample Executive Summary:

Parts of this Sample Executive Summary:

Subheadings : The summary's subheadings should reflect the report's main divisions. Subheadings of the executive summary should not be the same as those of the main report.

Purpose : The summary provides a purpose of the report in concise format using present tense.

Results : Findings and conclusions are reported in condensed form without reference to tables or appendices. Lists are used when possible.

Recommendations : These should be in list form whenever possible.

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What is an Executive Summary (with Example): The 5 Mistakes You Should Avoid 

• March 14, 2022

An executive summary is a concise overview of what something is about.

As a business professional, you know that an excellent executive summary can make a big difference in how well a document gets read and understood by others.

Whether you’re writing a proposal or report or just trying to get someone interested in your idea, having a clear and concise summary makes a huge difference.

Table of Contents

What is an Executive Summary?

An executive summary (ES) or executive outline is a condensed version of a longer document.

The ES should contain the main points of the report. In addition, it should include information such as the purpose of the study, the methodology used, the findings, the conclusions, and recommendations.

An executive summary is usually written for senior executives unfamiliar with the topic at hand.

This type of writing is often found in reports, presentations, proposals, and other documents where the writer has limited time to convey important information.

An executive summary should always begin with the title; then immediately follow with a concise sentence stating the purpose of the study.

Next, present a brief overview of the project and its goals. After that, summarize the significant findings of the research. Finally, provide a conclusion that summarizes the key takeaways from the study.

• Every time you sit down to write an executive summary, you have to reinvent the wheel and make it 100% tailored to that one customer, that one investor, or that one board member. ( storydoc.com )

How to Write an Executive Summary and Why to Write it?

Executive summary writing is similar to writing a business plan.

The main difference between the two is that a business plan focuses on financial projections, whereas an executive summary focuses on what you’re going to do about something.

When you write an executive summary, you’re writing about a specific project that you’ve decided to take on.

For example, you could write an executive summary for a research paper, a proposal, or a thesis.

But most people use them when they prepare their annual reports and/or quarterly reports for stockholders.

Writing an executive summary takes some practice, but if you work hard enough, you’ll eventually get better at this skill.

Whether you’re preparing a report for school or work, a cover letter, or a proposal, an executive summary can help communicate your ideas to others more effectively.

1. Start With the Title – Include the Project Purpose

The first step in creating an executive summary is to decide on the overall purpose of the document.

This could be anything from summarizing a lengthy report to giving feedback to a client. If you’re working on a particular project, you may want to explain why you chose this specific project and how it fits into your more extensive portfolio.

2. State Your Objectives – Define What You Want to Achieve

Now that you know what you want to achieve through your project think about the objectives of writing your executive summary.

How will this particular piece benefit your audience? Are there any questions you need to be answered by the end of the project? What key findings does this project produce?

You might also consider using these questions as a checklist to ensure your executive summary meets all your project’s requirements.

For example, “Why did I choose this project?” and “What was my goal with this project?” can help you assess whether your project fulfills the stated purposes of the project outline.

3. Summarize the Results

An executive summary should always start with a title and a short summary of the results. This should include the following elements:

• A brief description of the project

• Any technical terms used in the research

• Key findings, such as recommendations

• Conclusions based on the data collected

A good executive summary should answer the following questions:

• Who are the intended audiences?

• What information will they need to understand the project?

• How will this project add value to their lives?

You may find it helpful to set up a template before you start writing. You could even create several templates, so you don’t have to spend too much time coming up with new ones every time you start a project.

4. Conclusion

After you’ve summarized the results of your project, you’ll want to conclude the document.

The conclusion section helps readers see the big picture. It brings together everything you learned throughout the rest of your report.

So make sure you carefully plan this part of your writing process.

5. References & Resources

Finally, you should reference sources used in your project and list any resources (such as websites) that helped you complete it.

Make sure that you provide links to valuable resources whenever possible. Also, keep in mind that many academic institutions require referencing for projects completed outside of class.

Why should you write an executive summary?

First, you should write an executive summary if you have a goal or objective.

This means that you’re writing an executive summary because you want to accomplish something.

For example, maybe you want to apply to graduate school. Or perhaps you want to get a job after graduation.

Whatever your goal is, you must first decide it before you can write an executive summary.

Second, writing an executive summary makes you more marketable to potential employers and clients.

An executive summary gives the reader a quick overview of what you’ve done and who you are as a professional. This allows them to quickly learn about you and how you can benefit them.

Third, writing executive summaries teaches you the basics of effective communication. Your ability to communicate effectively will continue to grow as you work with different types of documents over the years.

What to Include in an Executive Summary:

An executive summary is a short document that summarizes what is included in a more extended report. It’s meant to be read quickly instead of wading through pages of text and charts.

An executive summary should address three main points:

• What is the purpose of the report?

• Who is the audience?

• Why does the reader care about the information?

When writing an executive summary, focus first on answering these questions.

1 . What Is The Purpose Of The Report?

A report summarizing an investment opportunity may explain the company’s business strategy or provide details about the specific project.

An executive summary may summarize the key findings that evaluated a product or service. A report about a scientific experiment may describe the results of the research.

2. Who Is The Audience?

The audience for an executive summary usually consists of people who have read the full report.

The summary must accurately reflect the original document’s content and answer the questions posed in the title of the report.

3. Why Does The Reader Care About The Information?

The report’s author wants readers to understand the importance of the information presented in the report.

To do this effectively, the executive summary should highlight the most critical aspects of the report.

This means focusing on the critical points of the report rather than repeating everything found in the original document.

For example, if the report explains why a particular financial instrument is attractive, the executive summary should state why investors should consider buying the security.

If the report provides background information about the company, the executive summary should give context so that readers understand why the information is essential.

4. Include Key Points In Your Executive Summary

Include some of the following elements in your executive summary:

• Title page

• Introduction

• Background

• Conclusion

Title Page:

This part of the executive summary includes the name of the report, its title, author(s), publisher, publication date, and location.

The title page may also contain contact information and acknowledgments.

The abstract briefly describes the content of the report. It typically begins with a one-sentence summary of the report’s main points.

Introduction:

The introduction briefly states the report’s purpose and provides information about the subject matter.

Usually, it begins with a thesis statement that defines the key concepts and terms used in the report.

Background:

The background section describes the history of the subject being reported upon.

It also gives an overview of the organization or type of business involved in producing the report.

Conclusion:

The conclusion presents a summary of the report’s major points. It should clearly show how the report answers the question that prompted its creation.

What to Avoid:

Many people still don’t realize what an executive summary really is. An executive summary is a short statement about your business proposal.

It’s a summary of everything in your report that helps the reader understand what you’re trying to do.

In fact, an executive summary is often one of the first things a client sees in your proposal.

So, what should you avoid in an executive summary?

Here are the top 5 mistakes you shouldn’t make:

1. Don’t Make Your Executive Summary Too Long

Most clients won’t read every word of the entire document. They’ll skim it, take notes, and then decide whether to hire you based on what they see.

Keep your executive summary under 1 page. The average person skims over a page and decides within 30 seconds if they want to continue reading.

If you write a more extended executive summary, you may cause the client to skip past you and go straight to the following proposal.

2. Don’t Include Unnecessary Details

Executive summaries aren’t meant to provide a full explanation of your project. Instead, you should include information that’s relevant to the reader.

For example, if you’re writing an executive summary for a marketing plan, don’t give details on your company’s history. That’s not relevant.

Instead, focus on what would interest your target audience most: your product, service, or idea.

3. Don’t Include Marketing Information

Don’t use your executive summary to promote yourself or your company. Focus instead on explaining your idea so that your potential customer understands why this is important to them.

Once you’ve done that, you can talk about yourself or your company later in the proposal.

4. Avoid Using Excessive Grammar Or Punctuation Marks

As mentioned earlier, your job isn’t to sell yourself or your company. Your goal is to convince your client that you’re the best person for the job.

You need to create a clear message that makes your case to accomplish this.

Avoid using words like “I,” “me,” “myself,” and “my” whenever possible. The same goes for the phrases “it was my idea” and “we did it.”

Use simple language that emphasizes the benefits of your proposal. You want to show that you’re capable of delivering results professionally.

5. Don’t Use Wordy Language

While you can add personality to your proposals, don’t use too many adjectives. Just stick to factual information.

Also, avoid using passive voice. For example, say: “We had a great experience working with X company.” Don’t say: “X company worked well with us.” Active voice is better than passive voice.

By avoiding these five common mistakes in your executive summary, you’ll increase your chances of getting hired.

Executive Summary Example 1: A Study of Obesity Among Adults With Low Income and Education Levels

Introduction

Obesity is a significant public health concern affecting both children and adults worldwide. The World Health Organization estimates that approximately 2 billion adults are overweight and 400 million are obese. According to the Centers for Disease Control and Prevention, obesity has increased from 30% of U.S. adults in 1980 to almost 40% today. While the prevalence of obesity among children has decreased since the late 1990s, the rate of increase among adults has been much higher. In fact, according to the CDC, the number of obese adults rose from 17.5% in 1999 to 29.6% in 2010.

To determine whether obesity rates differ among adults with different socioeconomic backgrounds, researchers used data collected during the National Health and Nutrition Examination Survey (NHANES) conducted by the CDC from 2005 through 2007. These surveys consist of interviews and physical examinations administered to more than 20,000 participants aged 18 years and older. Participants completed questionnaires about their lifestyle habits, including diet, exercise, and alcohol intake. Researchers also measured height and weight to calculate body mass index (BMI), a measure of body fat based on height and weight. BMI was calculated using the formula: Weight in kilograms divided by height in meters squared.

From the NHANES survey, researchers identified 3,926 individuals who had low income and/or low educational status. Of these individuals, 1,879 (46%) were classified as obese. Compared to those with high incomes and/or college degrees, obese individuals with low incomes and/or low educational levels were significantly less likely. However, they did not have significantly different dietary patterns compared to other groups. They also reported exercising less frequently than others and consuming fewer fruits and vegetables. However, no significant differences were found regarding alcohol consumption.

While it is clear that obesity affects all social classes, lower socioeconomic status does not necessarily lead to poorer eating habits or lack of exercise. Further studies need to be done to identify the link between obesity and low socioeconomic status.

1. How long should an executive summary be?

An Executive Summary is a short document that summarizes the report’s main points. It’s usually around 500-1000 words.

2. What is an executive summary in a business plan?

An Executive Summary (ES) is your business plan’s first section. It’s designed to grab the reader’s attention and provide them with a quick overview of what you are doing, why you are doing it, who you are doing it for, and how you intend to achieve success.

3. What is the difference between an executive summary and a summary?

An executive summary is shorter than a summary. A summary is usually one page. It provides a brief description of the contents of the report. It contains information about the report’s purpose, its audience, and its structure. The executive summary is similar to a synopsis.

The Bottom Line: 

An executive summary is the first paragraph of your Business Plan. This is where you introduce yourself and tell readers what you’re going to do. You can use this space to describe the problem you want to solve, the market opportunity you see, your target customer, your business objective, and your business model.

The executive summary should be written in the third person, passive voice, and present tense and should be concise.

Debashis Konger

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

How to write an executive summary, with examples

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

What is an executive summary?

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

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

You’ll often find executive summaries of:

Business cases

Project proposals

Research documents

Environmental studies

Market surveys

Project plans

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

Start with the problem or need the document is solving.

Outline the recommended solution.

Explain the solution’s value.

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

What is an executive summary in project management?

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

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

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

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

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

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

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

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

Executive summary vs. project plan

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

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

Executive summary vs. project overview

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

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

Executive summary vs. project objectives

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

The benefits of an executive summary

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

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

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

How to write a great executive summary, with examples

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

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

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

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

Example executive summary:

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

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

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

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

Continuing our example executive summary:

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

Offer watches in new materials, including potentially silicone or wood

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

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

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

3. Explain the solution’s value

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

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

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

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

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

To round out our example executive summary:

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

Example of an executive summary

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

Common mistakes people make when writing executive summaries

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

Avoid using jargon

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

Remember: this isn’t a full report

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

Make sure the summary can stand alone

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

Always proofread

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

In summary: an executive summary is a must-have

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

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

Related resources

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Center for Security and Emerging Technology

Bibliometric Analysis of China’s Non-Therapeutic Brain-Computer Interface Research

Alternate paths to cognitive augmentation and control.

William Hannas

Huey-Meei Chang

Rishika Chauhan

Daniel Chou

John O’Callaghan

Max Riesenhuber

Vikram Venkatram

Jennifer Wang

China’s brain-computer interface research has two dimensions. Besides its usual applications in neuropathology, China is extending the benefits of BCI to the general population, aiming at enhanced cognition and a “merger” of natural and artificial intelligence. This report, authored in collaboration with researchers from the Department of War Studies at King’s College London uses bibliometric analysis and expert assessment of technical documents to evaluate China’s BCI, and conclude that the research is on track to achieve its targets.

Executive Summary

“Brain-computer (or brain-machine) interfaces” are a class of technology that allows direct communication between biological brains and computational resources, without the intervention of speech, tactile input, or the use of other sensory organs. Linkage is achieved through wires or wirelessly to contact points placed on the skull or inside the skull cavity. These interfaces—”BCIs”—have been used mainly to treat cognitive and neurological impairments.

With improvements in related technologies, however, it is now feasible to extend BCIs to the general population, potentially leading to a synthesis between the two types of intelligence—human and machine. This facilitated “merger” of natural and artificial cognition opens a path to a range of applications that could provide strategic advantages to early adopters—a prospect that has not been lost on China.

The present study reviews Chinese papers and patents for evidence of research consistent with the aspirations of Chinese scientists—captured in prior CSET studies—to build toward this state of BCI-enabled cognitive enhancement. A bibliometric analysis of several hundreds of Chinese documents indicates China embraces this goal and has realistic pathways to achieve it. China’s research in non-invasive and invasive BCI is at the world-class level thanks to indigenous work across the spectrum of related disciplines and China’s ability to benchmark foreign designs.

Although collaboration with foreign and, especially, U.S. experts accounts for part of China’s success, the analysis shows that global input to Chinese BCI programs accounts for a small and diminishing volume of the research, as evidenced in coauthorship patterns.

The study begins with an account of its assumptions and methods, followed by details on the institutions and people that our analysis indicates are most likely to achieve breakthroughs in non-therapeutic BCI in China. Medical uses of brain-computer interfaces, while not part of the study’s focus, are cited where needed since they underpin much of China’s BCI research.

Readers short on time can skip the preliminary sections and go directly to “Expert Assessments” for an overview of the paper’s substantive findings, which are: Chinese scientists are researching with measured success a variety of BCI technologies and applications, with an emphasis on signal processing, new materials, and detecting cognitive and emotional states. These efforts are comparable in sophistication to those in the United States and the United Kingdom and position China to achieve a soughtafter merger of human and machine intelligence.

This study is a joint effort by analysts at Georgetown University’s Center for Security and Emerging Technology and King’s College London’s Department of War Studies. It is based wholly on Chinese open sources and benefits from insights provided by neuroscience experts. The paper recommends an open-source monitoring program be established to track China’s development of BCIs in the interest of national security and safety.

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Canada Industrial Figures Q1 2024

April 2, 2024

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Availability rises in nearly all markets as more new supply delivers and rent growth slows further, executive summary.

• The national availability rate continued to rise and reached 3.7% in Q1 2024, driven by available new supply being delivered alongside a rise in sublease space in some markets.
• The construction pipeline continued to ease and contracted 11.2% quarter-over-quarter to 32.0 million sq. ft. in Q1 2024, representing a 29.5% total decline since its peak in Q3 2023.
• Pre-leasing levels remain modest, at 49.9% of the new supply delivered in Q1 2024 pre-leased and 39.2% of the space currently under construction already committed.
• The vast majority of the new supply delivered in the quarter was for large bay product located in Toronto, Vancouver, Calgary and the Waterloo Region.
• While year-over-year rent growth slowed to its lowest level in seven years, on a quarterly basis, the national average has declined for the second consecutive quarter.

Availability rises but pace of increase begins to ease

The national availability rate continued to rise and reached 3.7% in Q1 2024, marking the highest level of availability in almost six years.

The pace of increase in national availability slowed to 50 basis points (bps) quarter-over-quarter from the record-setting 70 bps increase recorded in Q4 2023.

Available new supply being delivered over the quarter alongside a rise in sublease space in some markets were the main drivers of higher availability across Canada.

Every market saw availability rates rise on a year-over-year basis in Q1 2024 with the exception of Edmonton, where availability decreased slightly amid no new supply.

Halifax recorded the largest increase in availability across Canada, rising 400 bps year-over-year in Q1 2024. This was followed by the Waterloo Region, Calgary and Montreal which rose by 250 bps, 240 bps and 220 bps, respectively.

Net absorption turns marginally negative for the first time in nearly 4 years

National net leasing activity softened further in Q1 2024, with net absorption turning marginally negative for the first time in 15 quarters and totaling -350,000 sq. ft.

While the majority of markets reported minimal levels of net absorption in Q1 2024, Calgary and Vancouver continued to see over 1.0 million sq. ft. of positive net absorption, albeit largely the result of some fully pre-leased new supply being delivered.

Negative net leasing activity was led by Toronto with a total of -2.1 million sq. ft. in Q1 2024, the second quarter in a row of negative net absorption for the market. This is followed by Montreal with -0.9 million sq. ft. of negative net absorption, its fifth consecutive quarter of negative net activity.

Construction pipeline contracts further in Canada

Construction activity continued to ease in Canada with the development pipeline contracting 11.2% quarter-over-quarter to 32.0 million sq. ft. in Q1 2024, representing 1.6% of total inventory.

Since reaching its peak in Q3 2023, overall construction levels have declined 29.5% as market dynamics return to normal.

As projects complete and are delivered out of the pipeline, construction starts have also slowed to 4.7 million sq. ft. of new projects kicking off in Q1 2024.

These construction starts were predominantly located in Toronto and Vancouver and comprised mostly of speculative facilities 100,000 sq. ft. or larger.

Every market aside from Halifax has less than 3.0% of total inventory currently under construction.

Pre-leasing levels on the total national pipeline remains modest, with 39.2% of space currently under construction committed as of Q1 2024.

Major markets continue to grow their supply of new large bay product

The amount of new supply delivered in Q1 2024 moderated to 9.6 million sq. ft. from the record level recorded the previous quarter.

The vast majority of the new supply that delivered in the quarter was for large bay product located in Toronto, Vancouver, Calgary and the Waterloo Region. 84.2% of the new supply comprised of new builds at least 100,000 sq. ft. in size, of which, nearly two-thirds were buildings 200,000 sq. ft. or larger.

Pre-leasing levels have effectively held flat from the end of last year, with 49.9% of the new supply pre-leased upon delivery in Q1 2024.

Amid fewer construction starts, the pace of new supply is forecast to moderate over the coming quarters, with an additional 26.1 million sq. ft. currently expected to deliver over the rest of the year.

Rental rate growth falls to slowest level in seven years

National average rental rate growth slowed to its lowest level since Q1 2017, rising just 0.9% year-over-year to $16.06 per sq. ft.

Seven of the 10 tracked markets in Canada continued to record year-over-year increases in their average rental rates.

The strongest rental rate growth was recorded in the Halifax and Ottawa markets which both saw double-digit year-over-year increases in Q1 2024 of 12.1% and 11.1%, respectively.

Rental rate declines were led by Edmonton and Montreal with declines of 5.2% and 3.7% year-over-year, respectively.

On a quarterly basis, the national average rental rate had dropped $0.20 or 1.2% from Q4 2023, marking the second consecutive quarter of rental rate decline.

National sale prices continue to hold relatively flat in Q1 2024

The national average industrial asking sale price has been holding relatively flat over the trailing four quarter period, rising 0.7% year-over-year in Q1 2024 to $324.57 per sq. ft.

While nationally sale price growth was muted, strong increases were recorded in London and Halifax which both posted year-over-year growth of 20.0% or more.

Sale price decreases were led by the Vancouver market with a 10.0% year-over-year drop to $540.00 per sq. ft. and followed by the Waterloo Region with a marginal decline of 0.7% to $246.51 per sq. ft.

Marc Meehan

Director, Managing

• Phone +1 647 943 4205

Associate Research Director

• Phone +1 647 943 3654

Christina Cattana

Research Manager

• Phone +1 416 847 3255

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