how to write executive summary for essay

How to Write a Great Executive Summary

In business, a lot of information is conveyed through lengthy, comprehensive documents like white papers, business plans, case studies, and research reports. A lot of money and other resource investments are on the line in most business decisions, so leaders and investors need to understand every factor and variable involved before making those decisions.

But the business world tends to move quickly, and that means professionals often don’t have the time to read extensive reports before starting projects or making decisions. This is where the executive summary comes in. An executive summary is a condensed version of a longer business document that enables readers to absorb the same information more quickly.

Give your writing extra polish Grammarly helps you communicate confidently Write with Grammarly

What is an executive summary?

An executive summary is the abridged form of a business document. Although it can be tempting to compare an executive summary to an abstract for an academic report or paper, there is a key difference between these two types of document: An abstract is a synopsis of a report or paper that sums up the document, while an executive summary is a shortened version that still hits all the main document’s key points.

An executive summary gives readers, often business leaders, investors, partners, or purchasers, a sneak peek of the full contents so they can make decisions about how to proceed with the company or proposal. In this way, it’s similar to an elevator pitch , except it’s representing a piece of writing rather than an individual’s goals.

What types of documents or projects require an executive summary?

Often, executive summaries are associated with business plans. When an executive summary is part of a business plan, its purpose is largely to engage prospective investors and buyers.

But a business plan isn’t the only place you might find an executive summary. They’re also used with:

• Market surveys
• Research documents
• Business proposals
• Project plans
• Project proposals

Sections of an executive summary

Generally, an executive summary for a business plan includes the following sections:

• Table of contents

The table of contents lists the sections included in the main document. This gives an even more concise overview of the document and the executive summary itself.

• Company background/About

In the company background/about section, the reader learns about the company’s mission statement , market position, niche, and goals. In some cases, this section also includes a brief history of the company. This section provides context for the goals and strategies explained in the rest of the executive summary and the plan as a whole.

Market opportunities

This section discusses the opportunities present in the current market. It may present these opportunities as a problem to solve or as a need that can be fulfilled.

After introducing the opportunities, problems, or needs present in the current market, the solution section discusses how the company can capitalize on them.

• Competitive advantages

This section discusses how the business is uniquely positioned to succeed in reaching its goals through its plans.

• Financial highlights

The financial highlights section includes any financial insights relevant to the plan, such as current profit levels and expenses, and any funding the company hopes to secure.

These sections can vary somewhat depending on the document being summarized. For example, an executive summary for a project proposal might include a section that analyzes the state of the company’s industry as well as its specific market. It might also include a section that justifies the proposed course of action, citing internal concerns and how it fits into the company’s overall strategy.

Despite variations in their sections and content, every executive summary has the same goal: to provide a concise, informative look at the document so readers can engage with the company or plan more easily.

How to write an executive summary

Create an outline.

With just about any kind of writing, the best way to start is by creating an outline. An outline achieves a few goals:

• Organizes the key points into a coherent narrative
• Makes it easy to understand which points to include and which to omit
• Gives you a road map to follow as you write

Your outline serves as a useful tool when you prewrite . Ideally, the executive summary is the part of your document you write last, since you can’t summarize the full document if you don’t yet have a full document. With the full document in hand, jot down the key sections you need to include in your executive summary and the points to hit in each section. By doing this, you’re creating an outline after you’ve written (or been given) the full document and before you write the executive summary.

State and define the purpose or problem

As you write, remember your executive summary’s purpose. This should drive everything you write, including how you frame the problem the project aims to solve and where you include relevant statistics to support the proposed solution.

When writing about the purpose or problem the plan solves, give as much context as necessary without overexplaining. Remember, your readers will get the full story from the main document. However, the executive summary should give them a strong enough grasp of the problem that they aren’t surprised by anything they read in the full document.

Solution or next steps

After clearly defining the purpose or problem, explain the solution to that problem or the next steps outlined in your strategy. Similar to the section about the document’s purpose, this section should be comprehensive enough to give the reader a solid understanding of the solution without getting bogged down with lengthy explanations.

An executive summary’s conclusion is, in a lot of ways, just like any other conclusion . It reiterates the key points you made in the executive summary’s body sections, answers any questions the reader might have, and leaves them with a clear sense of what to do next (which is usually to read the full document).

How to format an executive summary

An executive summary doesn’t need to stick to a specific length or word count . Usually, they’re one to two pages long. However, achieving the goal—concisely explaining the document’s main points in a way that’s both authentic and engaging—is far more important than fitting a specific format.

Because an executive summary is part of a business document, it’s important to use a professional tone. That said, keep the jargon to a minimum—many of your executive summary’s readers, such as prospective buyers, might not be in your industry and will understand the document better if you use plain language . Use your discretion, though—if you know the document will be shared and read only internally, jargon might not be a concern.

Executive summary vs. an abstract

An abstract is a short overview of an academic document. It doesn’t answer everything; it acts as a teaser by giving the reader just enough information to make them start formulating questions and anticipate the answers they’ll find in the main document. In addition to this, an abstract helps the reader quickly determine whether the document contains the information they’re looking for. When the reader is doing research, abstracts save them a lot of time.

An executive summary, in contrast, provides a condensed version of the main document. Its goal isn’t to get the reader’s mind to formulate questions; it’s to give a full summary so they know what to expect from the main document.

Executive summary vs. project plan

A project plan is a blueprint for a project. It’s similar to an outline in that it maps the project’s big-picture elements, such as goals, budget, milestones, stakeholders, and success metrics. An executive summary is less technical than a project plan. It offers a rundown of the project’s most important information but doesn’t go as deep with statistics and figures.

Executive summary FAQs

An executive summary is a condensed version of a longer business document.

What is its purpose?

The purpose of an executive summary is to provide a quick look at the content in a longer business document. This makes it easier for readers, who may be business leaders, prospective partners and vendors, or investors, to understand and engage with the full document.

What kind of documents or projects require an executive summary?

• Business plans

What are the sections of an executive summary?

Each executive summary is unique, but they generally include the following sections:

• Introduction
• Market opportunity

• Product overview
• All features
• Latest feature release
• App integrations

CAPABILITIES

• project icon Project management
• Project views
• Custom fields
• Status updates
• goal icon Goals and reporting
• Reporting dashboards
• workflow icon Workflows and automation
• portfolio icon Resource management
• Capacity planning
• Time tracking
• my-task icon Admin and security
• Admin console
• asana-intelligence icon Asana AI
• list icon Personal
• premium icon Starter
• briefcase icon Advanced
• Goal management
• Organizational planning
• Project intake
• Resource planning
• Product launches
• View all uses arrow-right icon

Featured Reads

• Work management resources Discover best practices, watch webinars, get insights
• Customer stories See how the world's best organizations drive work innovation with Asana
• Help Center Get lots of tips, tricks, and advice to get the most from Asana
• Asana Academy Sign up for interactive courses and webinars to learn Asana
• Developers Learn more about building apps on the Asana platform
• Community programs Connect with and learn from Asana customers around the world
• Events Find out about upcoming events near you
• Partners Learn more about our partner programs
• Asana for nonprofits Get more information on our nonprofit discount program, and apply.

Project plans

• Team goals & objectives
• Team continuity
• Meeting agenda
• View all templates arrow-right icon
• 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

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

New site openings: How to reduce costs and delays

Provider onboarding software: Simplify your hiring process

15 creative elevator pitch examples for every scenario

Timesheet templates: How to track team progress

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.

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

Submit a Comment Cancel reply

Your email address will not be published. Required fields are marked *

Save my name, email, and website in this browser for the next time I comment.

• Print Friendly

• IT/Operations
• Professional Services & Consulting
• IT and Software Solutions
• Facilities & Maintenance
• Infrastructure & Construction

Want help from the experts?

We offer bespoke training and custom template design to get you up and running faster.

• Books & Guides
• Knowledge Base

Close More Deals With Winning Proposals

Join Proposify's Co-Founder and CEO Kyle Racki along with Director of Sales Scott Tower as these proposal experts guide you through best practices refined over 10 years of analyzing millions of winning proposals.

• Book a demo
• Sign Up Free

How To Write an Executive Summary (with examples)

An effective executive summary can mean the difference between a client win and the recycle bin. It's arguably the most valuable component of any business proposal , but many people get confused when it comes time to put pen to paper.

An executive summary is not actually about summarizing at all; it’s about selling. Here’s how to write a proposal executive summary that seals the deal, including the 5 key components you need and some helpful dos and don'ts.

(This article was originally published on 7/4/2017 and updated on 05/16/2023)

There is so much dissent surrounding the executive summary of a proposal— Where does the executive summary go? How long should an executive summary be? How do you format an executive summary? These uncertainties can add to the already stressful task of getting a winning proposal written, designed, and delivered to the prospective client on time. It’s time to set things straight.

What is an executive summary?

The executive summary is arguably the most valuable component of any proposal. It serves as an introduction, allowing readers to quickly get acquainted with your proposal by outlining what’s to come. It gives you an opportunity to sell your proposed solution and explain why the prospective client should choose you over the competition.

The purpose of an executive summary

First of all, the term “executive summary” needs a rebrand. The name itself speaks of stuffy suits, boring, jargon-filled reports, and boardrooms filled with cigar smoke and people ready to say no.

They can’t wait to read your executive summary.

In all seriousness, the word “summary” can be misleading, and this is the first mistake people often make when it comes to writing their executive summary. They think that the purpose of an executive summary is to explain the entire proposal in 250 words. But it’s not.

The real purpose of an executive summary is to engage your prospective client. It helps the prospect quickly decide whether they're going to read the rest of the proposal, pass it on to other decision-makers, or if it's destined for the recycle bin.

So you better make it good.

The executive summary of your proposal needs to grab the reader’s attention and pique their interest. Even though you and your team spent painstaking hours writing this proposal, selecting just the right graphics, and coming up with the best solution for your potential client’s problem, they may only read this one page and then flip to your pricing table.

That’s why this section needs to be specific and persuasive, with a focus on results and benefits of your company/product/service, rather than describing features. You can save the features for the body of the proposal.

When should you write the executive summary?

Whether you write the executive summary before or after the rest of the proposal is as contentious as the debate about the best part of a Reese’s Peanut Butter Cup: the chocolate or the peanut butter.

Some people feel that you should write the executive summary first because it can help you outline your concept and organize your thoughts for the entire proposal. That way, it acts as a guide for members of your team who are tasked with preparing sections of the proposal, ensuring that the big idea is consistent throughout, and that all necessary components are included.

Others feel strongly that you should write the executive summary after you’ve prepared the rest of the proposal because you’ve had a chance to work through the objectives and the solutions, and you’ll have a better idea of what to say and how to say it. Plus, things may have changed since you first started the proposal, so you might need to adjust your approach.

How to format an executive summary

The format of an executive summary is an important consideration that many people overlook. What do you include? How do you arrange the sections? To help you get started, here are the components of a good proposal executive summary:

The Opener: Capture their attention

You need an opener that's compelling. A way to get the potential client’s attention right away, and you do that by talking about THEM, not about you. Focus on the issue and the result, but be direct, concise, and evocative.

This is the time to hook them in — get them excited about what they’re going to read next.

The Need: We get it

Before a client hires you, they want to know that you get them. You can’t solve a problem that you don’t understand. This section of the executive summary is where you demonstrate your grasp of the situation. You could include a bit of your own research or a brief reference to your company’s experience dealing with a similar situation. You should also talk about how the client will benefit from solving the problem — what will change, the positive outcomes, the results.

Again, the focus here is on the prospect and their challenge, not on you and your company.

The Proposed Solution: We’ve got it

Now you’re in the spotlight. This section is where you talk about the brilliant solution you’re proposing and why it will work. But remember, this is just an overview. The prospect can read all the delicious details in the proposal, so keep it high level but still provide enough detail to convince them you have something specific and well thought out for them.

This section should start to provide your prospect with a sense of relief and get them excited about the result.

The Evidence: We can do it

It's time to show your stuff. Talk about why your company, your team, or your product is not only willing to take this challenge on, but how and why you're qualified to do so. Demonstrate what sets you apart and why they should choose you over the competition.

Maybe this is your niche market and you have lots of experience helping other companies with a similar issue. Maybe it’s a particular skill set your team possesses, your research, your algorithm, or your project management process. Or maybe you’ve won 27 Academy Awards for best picture, and you know you can make this a hit.

Talk about WHY you can make this a successful project and deliver results, but (broken record) keep it brief.

The Call to Action: Let’s do it

Keeping in mind that the purpose of the executive summary is to sell, it’s now time to close the deal.

Make the client feel like they have no other chance for happiness than to hire you and proves your solution is the one that will make their dreams come true.

Talk about why you want to work with them — a little flattery goes a long way — and about how, as partners, you will be successful.

Executive Summary Examples

Without further adieu, here are four (fictional) business proposal executive summary examples that will get your prospects excited to work with you.

1. Example of Ecommerce Executive Summary

Prospect: Gyuto -- Japanese chef knife brand Sender: ThinkBig -- Shopify design agency Project title: Shopify ecommerce Proposal

Gyuto sells what is arguably the coolest line of artisanal, sustainably-sourced kitchen knives in the world. They're handmade in Japan, capable of slicing tomatoes as thin as paper, and surprisingly affordable, considering the attention to detail. But as impressive as Gyuto knives are, you've got a static website that merely showcases low-res photos of your product line and requires customers to pick up the phone and place orders manually.

As you're well aware, placing orders manually is not sustainable. It’s severely limiting your potential for sales, and it's negatively affecting the way your customers perceive and experience the Gyuto brand. You need an ecommerce store so that customers can easily buy products from you directly at any time, from anywhere, however they want. This is the only way to grow your business online.

Lucky for you (and 1,000,000 other retailers around the world) there's Shopify. Shopify is an awesome hosted ecommerce app that empowers retailers with an easy-to-use, easy-to-manage, customizable online store and secure checkout. Shopify gives you control over the look and feel of your store and allows you to add products, manage inventory, track sales, and more. It's hassle-free ecommerce that allows you to focus on other aspects of your business.

We'll focus on implementing Shopify and leveraging its features to help drive Gyuto revenue and improve your customer experience. We'll also include powerful search and categorization so customers can easily and quickly find what they're looking for. We use best practices so that product pages convert users to add more items to their shopping cart. And then, most importantly, we’ll guide people down the conversion funnel to complete the checkout process. With this solution, we aim to grow your monthly sales by 50% within the next six months.

Here at ThinkBig, we're proud to be Shopify experts. That means we're among an elite group of developers who have been trained and approved by Shopify to help businesses like yours grow their online presence. Our Shopify status only enhances our already extensive knowledge of ecommerce trends, functionality, customer behaviour, and design. We've helped many businesses transform underperforming sites to an all-out sales boom just by improving their online shopping experience.

We love working with companies like Gyuto. Those who embrace the changes required for growth while still honouring their brand values and customer loyalty. With this attitude, a partnership with ThinkBig can transform Gyuto from mom and pop shop to family-run global online enterprise in a way that is manageable, sustainable, and profitable. We've done it for superstar brands like Dollar Shave Club, and for soon-to-be star brands like Rum Runners Rum Cake Factory.

If you're ready to increase your monthly sales by 50% in 6 months, we're ready to take you there. This proposal outlines in more detail how we'll do it, and what you can expect along the way. But your biggest expectation should be one of success.

As you can see, ThinkBig addresses all five aspects of a winning executive summary. They focus on the client with the opener, identify the prospect's need in the second paragraph, offer a solution with evidence to back it up, and include a clear call-to-action. While this sample executive summary is on the longer side, it tells the prospect exactly why ThinkBig is right for the job before they even get to the meat of the proposal.

2. Example of Marketing Executive Summary

Prospect: Pete’s Pizzeria -- Toronto pizza restaurant Sender: uGrow -- Social media marketing agency Project title: Social Media Marketing Proposal

Pete’s Pizzeria has been our favorite restaurant since the very first day we moved our offices to Toronto. The crispy-yet-fluffy crust is to die for, the sauce is otherworldly, and don’t even get us started on that fresh buffalo mozzarella you use. Surely this isn’t the first time you’re hearing this, but we have a feeling that you don’t hear it often enough. We noticed that you don’t have much of a social media presence, which is unfortunate because we think that everyone in the city should be lining up to eat at Pete’s Pizzeria.

If you weren’t already aware, social media is one of the most effective ways to expand your reach and grow your business. Without it, you’re leaving a giant, untapped pool of potential customers on the table and you risk losing existing, hungry customers to other restaurants that they follow. What you need is a social media marketing strategy to showcase your delicious restaurant in order to increase sales and customer loyalty.

Fortunately, uGrow can help. We’ll leverage Instagram, Twitter, and TikTok to get your name out to millions of users. Here’s how: First, we’ll get you set up on each of the platforms and work with you to establish the Pete’s Pizzeria brand and voice. Then, we’ll take some stunning pictures of your food and write captions with trending hashtags. After that, we’ll create a consistent content calendar and posting schedule to maximize engagement. And to top it all off, we’ll manage all of the accounts to grow follower counts and increase traffic to your website. With this approach, we expect to increase your sales by 25% before year end.

At uGrow, we specialize in helping small, Toronto restaurants like Pete’s Pizzeria reach their full potential and grow their business. We’ve worked with over 75 restaurants across the city and throughout the GTA, and every one of our clients saw an increase in sales within three months of us taking over their social media. We’ve had several posts go viral, which resulted in our clients’ restaurants being completely sold out for the following weeks. All this to say: we love Pete’s Pizzeria and want to help you get the attention you deserve.

If you’re interested in increasing your sales by at least 25% by the end of the year, we can make it happen. This proposal goes into more detail on how exactly we plan to execute on your social media marketing strategy, and what you can expect once we start. Let’s get Pete’s Pizzeria trending.

In this sample executive summary, uGrow does a great job at playing to Pete’s Pizzeria’s pain points (whew!), and offers specific solutions and outcomes to build credibility with the prospect. uGrow also makes a great use of social proof to demonstrate its effectiveness with evidence from past clients.

3. Example of Cleaning Services Executive Summary

Prospect: ELC Holdings -- Property management company Sender: CLEAND -- Commercial cleaning services company Project title: Cleaning Services Proposal

With over 15,000 rentals in 3 states, ELC Holdings is one of the biggest property management companies in the midwest. Your growing portfolio of residential and commercial properties is seriously impressive, but we heard you could use some help keeping your commercial spaces in good shape. As people begin to return to the office, it’s essential that your properties are clean, safe, and compliant to public health guidelines.

As you know, maintaining commercial spaces is no walk in the park. It takes a lot of time and effort to clean even one floor, let alone 4. And that’s just one of your many buildings. But now more than ever, it’s important that your spaces are well-maintained so that your tenants feel safe and secure. It’s not an easy task, especially if you lack the staff and equipment. This is why you need commercial cleaning services.

Having spent over 25 years in the cleaning services industry, we’ve built an experienced team and an arsenal of cleaning equipment that will leave your building absolutely spotless. We offer daily, weekly, and biweekly cleaning arrangements to ensure that your buildings are always in perfect shape for your tenants. From the carpets to the ceilings and everything in between, we can help you clean and sanitize every last corner of your properties so you can rest assured that your tenants are happy.

CLEAND specializes in commercial cleaning services, and has worked with over 200 businesses across the Midwest. We currently have contracts with the United Center and the Auditorium Building in Chicago, and haven’t had a single complaint in the 10 years they’ve been using our services. We provide consistent, reliable results, and stand by our commitment to quality. In fact, if you aren’t happy with our services, we’ll pay the first month’s bill if you switch to another cleaning services company.

ELC Holdings is one of the biggest property management companies in the Midwest, and CLEAND is one of the best cleaning services companies in the area. What do you say we join forces? This proposal outlines how our services could benefit your company, and details what to expect if you choose to seize this opportunity.

This sample cleaning services executive summary immediately highlights the prospect’s pain points and explains why CLEAND is uniquely positioned to help relieve them. It incorporates all five components of a well-written executive summary and even highlights different service offerings before the prospect digs into the solutions section of CLEAND’s cleaning services proposal .

4. Executive Summary Template Example

Here's an example of an executive summary made using a customizable proposal template from Proposify's gallery.

Of course every executive summary needs to be tailored to your specific project, your potential client's needs, and your brand voice. But if you're looking for more inspiration, we have many other business proposal templates that you can customize yourself.

Executive summary tips: The Do’s and Don’ts

Some other important points and guidelines to keep in mind when writing your executive summary:

Do: use a template for your executive summary Getting started is the hardest part of writing a proposal executive summary. If you’re struggling to get the ball rolling, consider using a business proposal template that includes a sample executive summary. This can help ensure that you cover everything an executive summary should include.

Don’t: make it too long

Some people recommend that the executive summary should be 10% of your entire proposal, but it’s best if you try to keep it to one page, two tops if it’s a larger proposal. Be mindful that if you’re working on an RFP, they may already set out a particular length limit, so you’ll want to stick to that.

Don’t: use jargon

This rule applies to everything but is especially important when writing proposals. Jargon can act as a smokescreen to mask the fact that someone doesn’t really know what they’re talking about, or it can confuse people if they’re not familiar with the same terms.

Don’t: use overly technical language

Unless you are absolutely sure that the only person who will read the executive summary is an engineer or a developer or someone who will understand exactly what you’re talking about, don’t get too technical. In some situations, you may need to reference certain details, but remember that this is a persuasive document—sell the benefits, not the features. Save the tech stuff for the proposal.

Don’t: talk about your company history

The history of your company does not belong in the executive summary. After all, the executive summary is about your prospective client, not about you. However, if it is appropriate and relevant, put it in the body of the proposal under “About Us” or something.

Do: focus on your prospective client

Think about what they want to know, not what you want to tell them. Like any piece of copy, you need to write for your audience, so make sure you think about them; what turns them off and what turns them on.

Do: mention your potential client’s company name

People like to hear their names and the same holds true for businesses. Make sure you reference your prospect’s full company name several times in the executive summary, so they feel like you’re focused on them.

Do: use plain language

The regular rules for writing apply to executive summaries. Use simple, short sentences that are clear and can be understood at almost any reading level, especially if you might be writing for people whose first language is not English. Don’t be pretentious - you’ll come off like an ass. Be concise, and be persuasive. Here are some more writing tips for writing an effective business proposal .

Do: proofread and edit

This probably goes without saying, but you really, really don’t want any typos in your executive summary. Get more than one set of eyes on your document before it goes out, and preferably someone who wasn’t involved in its creation.

We hope this executive summary guide will help turn your ho-hum executive summaries into wicked pitches of excellence. Remember to be persuasive, not pedantic. And if anyone has a suggestion on a new name for executive summary, bring it on.

Director of Communications @proposify. Channeling Maria Von Trapp, Queen Elizabeth II, and my taxi-driving, yard-sale-obsessed grandmother. Professional word nerd and unapologetic disciple of the Oxford comma. Connect on LinkedIn

Subscribe via Email

Related posts.

Subscribe via email

• Contact sales

Start free trial

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.

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.

Executive Summary Format & Template

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.

How to Write 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.

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 .

Get your free

Executive Summary Template

Use this free Executive Summary Template for Word to manage your projects better.

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.

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.

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.

Executive Summary Example

For this executive summary example, we’ll imagine a company named ABC Clothing, a small business that manufactures eco-friendly clothing products and it’s preparing a business plan to secure funding from new investors.

Company Description We are ABC Clothing, an environmentally-friendly manufacturer of apparel. We’ve developed a unique method of production and sourcing of materials that allows us to create eco-friendly products at a low cost . We have intellectual property for our production processes and materials, which gives us an advantage in the market.

• Mission: Our mission is to use recycled materials and sustainable methods of production to create clothing products that are great for our customers and our planet.
• Vision: Becoming a leader in the apparel industry while generating a positive impact on the environment.

Products & Services We offer high-quality clothing products for men, women and all genders. (Here you should include pictures of your product portfolio to spark the interest of your readers)

Industry & Market Analysis Even though the fashion industry’s year-over-year growth has been affected by pandemics in recent years, the global apparel market is expected to continue growing at a steady pace. In addition, the market share of sustainable apparel has grown year-over-year at a higher pace than the overall fashion industry.

Marketing Plan Our marketing plan relies on the use of digital marketing strategies and online sales, which gives us a competitive advantage over traditional retailers that focus their marketing efforts on brick-and-mortar stores.

Operations Our production plant is able to recycle different types of plastic and cotton waste to turn it into materials that we use to manufacture our products . We’ve partnered with a transportation company that sorts and distributes our products inside the United States efficiently and cost-effectively.

Financial Planning Our business is profitable, as documented in our balance sheet, income statement and cash flow statement. The company doesn’t have any significant debt that might compromise its continuity. These and other financial factors make it a healthy investment.

Funding Request We’re requesting funding for the expansion of our production capacity, which will allow us to increase our production output in order to meet our increasing customer demand, enter new markets, reduce our costs and improve our competitiveness.

If you’d like to see more executive summary examples for your business plan, you can visit the U.S. small business administration website. They have business plans with executive summary examples you can download and use.

Executive summaries are also a great way to outline the elements of a project plan for a project proposal. Let’s learn what those elements are.

How to Write an Executive Summary for a Project Proposal

An executive summary for your project proposal will capture the most important information from your project management plan. Here’s the structure of our executive summary template:

• Introduction: What’s the purpose of your project?
• Company description: Show why you’re the right team to take on the project.
• Need/problem: What is the problem that it’s solving?
• Unique solution: What is your value proposition and what are the main selling points of your project?
• Proof: Evidence, research and feasibility studies that support how your company can solve the issue.
• Resources: Outline the resources needed for the project
• Return on investment/funding request: Explain the profitability of your project and what’s in for the investors.
• Competition/market analysis: What’s your target market? Who are your competitors? How does your company differentiate from them?
• Marketing plan: Create a marketing plan that describes your company’s marketing strategies, sales and partnership plans.
• Budget/financial planning: What’s the budget that you need for your project plan?
• Timeline: What’s the estimated timeline to complete the project?
• Team: Who are the project team members and why are they qualified?
• Conclusions:  What are the project takeaways?

Now that we’ve learned that executive summaries can vary depending on the type of document you’re working on, you’re ready for the next step.

What to Do After Writing an Executive Summary

As with anything you write, you should always start with a draft. The first draft should hit all the marks addressed above but don’t bog yourself down in making the prose perfect. Think of the first draft as an exploratory mission. You’re gathering all the pertinent information.

Next, you want to thoroughly review the document to ensure that nothing important has been left out or missed. Make sure the focus is sharp and clear, and that it speaks directly to your potential client’s needs.

Proofread for Style & Grammar

But don’t neglect the writing. Be sure that you’re not repeating words, falling into cliché or other hallmarks of bad writing. You don’t want to bore the reader to the point that they miss the reason why you’re the organization that can help them succeed.

You’ve checked the content and the prose, but don’t forget the style. You want to write in a way that’s natural and not overly formal, but one that speaks in the manner of your target audience . If they’re a conservative firm, well then, maybe formality is called for. But more and more modern companies have a casual corporate culture, and formal writing could mistakenly cause them to think of you as old and outdated.

The last run should be proofing the copy. That means double-checking to ensure that spelling is correct, and there are no typos or grammatical mistakes. Whoever wrote the executive summary isn’t the best person to edit it, however. They can easily gloss over errors because of their familiarity with the work. Find someone who excels at copy-editing. If you deliver sloppy content, it shows a lack of professionalism that’ll surely color how a reader thinks of your company.

Criticism of Executive Summaries

While we’re advocating for the proper use of an executive summary, it’d be neglectful to avoid mentioning some critiques. The most common is that an executive summary by design is too simple to capture the complexity of a large and complicated project.

It’s true that many executives might only read the summary, and in so doing, miss the nuance of the proposal. That’s a risk. But if the executive summary follows the guidelines stated above, it should give a full picture of the proposal and create interest for the reader to delve deeper into the documents to get the details.

Remember, executive summaries can be written poorly or well. They can fail to focus on results or the solution to the proposal’s problem or do so in a vague, general way that has no impact on the reader. You can do a hundred things wrong, but if you follow the rules, then the onus falls on the reader.

ProjectManager Turns an Executive Summary Into a Project

Your executive summary got the project approved. Now the real work begins. ProjectManager is award-winning project management software that helps you organize tasks, projects and teams. We have everything you need to manage each phase of your project, so you can complete your work on time and under budget.

Work How You Want

Because project managers and teams work differently, our software is flexible. We have multiple project views, such as the kanban board, which visualizes workflow. Managers like the transparency it provides in the production cycle, while teams get to focus only on those tasks they have the capacity to complete. Are you more comfortable with tasks lists or Gantt charts? We have those, too.

Live Tracking for Better Management

To ensure your project meets time and cost expectations, we have features that monitor and track progress so you can control any deviations that might occur. Our software is cloud-based, so the data you see on our dashboard is always up to date, helping you make better decisions. Make that executive summary a reality with ProjectManager.

You’ve now researched and written a persuasive executive summary to lead your proposal. You’ve put in the work and the potential client sees that and contracts you for the project. However, if you don’t have a reliable set of project management tools like Gantt charts , kanban boards and project calendars at hand to plan, monitor and report on the work, then all that preparation will be for nothing.

ProjectManager is online project management software that gives you real-time data and a collaborative platform to work efficiently and productively. But don’t take our word for it, take a free 30-day trial.

Deliver your projects on time and on budget

Start planning your projects.

• USC Libraries
• Research Guides

Organizing Your Social Sciences Research Paper

• Executive Summary
• Purpose of Guide
• Design Flaws to Avoid
• Independent and Dependent Variables
• Glossary of Research Terms
• Reading Research Effectively
• Narrowing a Topic Idea
• Broadening a Topic Idea
• Extending the Timeliness of a Topic Idea
• Academic Writing Style
• Applying Critical Thinking
• Choosing a Title
• Making an Outline
• Paragraph Development
• Research Process Video Series
• The C.A.R.S. Model
• Background Information
• The Research Problem/Question
• Theoretical Framework
• Citation Tracking
• Content Alert Services
• Evaluating Sources
• Primary Sources
• Secondary Sources
• Tiertiary Sources
• Scholarly vs. Popular Publications
• Qualitative Methods
• Quantitative Methods
• Insiderness
• Using Non-Textual Elements
• Limitations of the Study
• Common Grammar Mistakes
• Writing Concisely
• Avoiding Plagiarism
• Footnotes or Endnotes?
• Further Readings
• Generative AI and Writing
• USC Libraries Tutorials and Other Guides
• Bibliography

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.

• << Previous: 3. The Abstract
• Next: 4. The Introduction >>
• Last Updated: Sep 4, 2024 9:40 AM
• URL: https://libguides.usc.edu/writingguide

• WRITING SKILLS
• Business Writing

How to Write an Executive Summary

Search SkillsYouNeed:

Writing Skills:

• A - Z List of Writing Skills

The Essentials of Writing

• Common Mistakes in Writing
• Improving Your Grammar
• Active and Passive Voice
• Using Plain English
• Writing in UK and US English
• Clarity in Writing
• Writing Concisely
• Coherence in Writing
• The Importance of Structure
• Know Your Audience
• Know Your Medium
• Business Writing Tips
• How to Write a Report
• How to Write a To-Do List
• How to Write a Business Case
• How to Write a Press Release
• Writing a Marketing Strategy
• Writing Marketing Copy
• Copywriting
• Taking Minutes and the Role of the Secretary
• How to Write a Letter
• Writing Effective Emails
• Good Email Etiquette
• Write Emails that Convince, Influence and Persuade
• Storytelling in Business
• Using LinkedIn Effectively

Subscribe to our FREE newsletter and start improving your life in just 5 minutes a day.

You'll get our 5 free 'One Minute Life Skills' and our weekly newsletter.

We'll never share your email address and you can unsubscribe at any time.

Being asked to write an executive summary, whether for a policy paper, pamphlet, briefing paper or report, may be a daunting prospect if you’ve never done it before.

However, ask a few questions, and keep a few simple rules in your mind and it becomes much more straightforward. This page sets out the questions to ask, whether of yourself or someone else, and a few warnings and conventions to bear in mind.

Executive Summary Content

Two key questions you need to ask before you start

• Who is the intended audience of my executive summary?
• Which of the contents of the paper that I am summarising do they really need to know?

These questions are important because they tell you what you need to include in the executive summary, so let’s unpack them a little:

The Intended Audience

As with all writing projects it is important to know your audience . The intended audience for an executive summary may be quite different from the intended audience for the longer document, whether it’s a policy paper, report, or something else.

The executive summary serves several possible purposes.

People may read the executive summary to find out if they need to read the full report. This group may include people within the organisation and outside, but the report is likely to touch on what they do every day. They will often be subject experts; they just need to know if there is anything new that they should read. This group will be looking for a broad summary of the contents of the wider paper.

People may want to find out if they’d find the full report interesting and relevant , even if not strictly essential. Again, this group is likely to be subject experts, but may also include analysts searching for a particular ‘angle’ on the subject. This group will also welcome a straightforward summary of the contents.

They may read the executive summary instead of the full report . It’s this group that you really need to worry about, because they’re likely to include the Board or executive team of your organisation, as well as journalists. What goes into the executive summary, therefore, is the message that they’re going to take away, that may well be spread more widely. For these people, the executive summary is their window onto the subject and it needs to be transparent, not opaque, if they are to understand it.

Think about your intended audience: who do you want to read your executive summary and why?

Don’t worry about other people who might read it; this is your intended audience , the people to whom you or your immediate line manager are going to send the summary. If the summary is for publication, which groups do you most want to read it?

What Does Your Intended Audience Need to Know?

Once you have identified your intended audience, you can then think about what they need to know or do as a result of reading your paper. This can be split into two parts:

First categorise the document by whether it needs action or is for information only. This will determine the language that you use.

Next, you need to identify what, when they have finished reading, are the key messages that you want your audience to have in their heads. Information and concepts that they did not have before.

Top Tip A good way to think about the key content is to imagine meeting your boss or CEO in the car park or at the coffee machine. What three key points about your document would you want to tell them?

Work on reducing your key messages down to three, or at the most, five bullet points of one or two sentences. Working on them before you start writing will mean that they are absolutely clear in your head as you write.

Writing your Executive Summary

Some organisations have very clear structures that are used for documents like executive summaries and others are more open.

Before you start, check whether you need to work within a specific structure or not. For example, if you are writing a summary of an academic report for submission, you may have a word count restriction, or need to remain within one side of paper.

When you are writing your executive summary, you should keep your intended audience in mind at all times and write it for them.

If your audience includes your boss or Chief Executive think: how much do they already know, and how much do you need to explain?

If your audience includes journalists, you probably need to explain everything. If it’s simply as a summary of a paper because you have to publish one, then you simply need to summarise the paper.

If you find yourself getting bogged down in the detail at this stage, it’s a good idea to talk to someone else about what to include.

The language you use needs to be fairly formal, whether or not the summary is intended for publication. If in doubt, check out our page: Formal and Informal Writing .

Broadly, an executive summary, as you might expect, summarises the main points of the underlying paper, and draws out the key points. It usually has three sections: introduction, main body and conclusion.

The introduction sets the scene, and explains what the paper is about, including what action needs to be taken as a result. It doesn’t need to be more than one or two sentences. For an internal paper, you might write:

This paper explains the findings of the research about [subject] and its relevance to the organisation. It notes five key findings, and makes three recommendations for action within the organisation. You are asked to take note of these, and decide whether the recommendations should be implemented.

For an executive summary of a published paper, it is not unusual for the first paragraph to be more attention-grabbing.

For example, from a recently-published report about green energy and the internet:

For the estimated 2.5 billion people around the world who are connected to the internet, it is impossible to imagine life without it. The internet has rewoven the fabric of our daily lives – how we communicate with each other, work and entertain ourselves – and become a foundation of the global economy.

[Source: Greenpeace, Clicking Clean ].

This example still sets the scene: the importance of the internet, but the idea here is to keep people reading, not just provide information. Again, it’s all about your audience and what they need or want.

The main body of the text outlines the key findings and/or recommendations from the report or paper to which this is the summary. The main section needs to focus on the interesting and most relevant bits of the report.

Most importantly, the main section of the executive summary needs to stand alone without the reader having to refer to the main body of the report or policy paper. This is worth checking by getting someone who doesn’t know much about the subject to read it over for you.

Finally, you need a conclusion , which outlines the take-home messages or action needed from the person reading the report. Bullet points are a useful form to highlight the key points, and this is where your three to five messages come in.

Once you’ve finished, check it against our checklist to make sure that you’ve covered everything.

Checklist for writing an executive summary

• Have you kept in mind the audience at all times?
• Have you addressed it to them?
• Have you met any word count or structural requirements?
• Have you clearly outlined the key messages and any action needed as a result?
• Does the executive summary make sense by itself, without the report attached?

Final Words of Warning

An executive summary cannot be all things to all people. You only have a few hundred words. You need to focus firmly on your intended audience and their needs. Other people may find it useful; your intended audience relies on it.

Continue to: How to Write a Report How to Write a Business Case

See also: Commercial Awareness Employability Skills Note-Taking

• PRO Courses Guides New Tech Help Pro Expert Videos About wikiHow Pro Upgrade Sign In
• EDIT Edit this Article
• EXPLORE Tech Help Pro About Us Random Article Quizzes Request a New Article Community Dashboard This Or That Game Happiness Hub Popular Categories Arts and Entertainment Artwork Books Movies Computers and Electronics Computers Phone Skills Technology Hacks Health Men's Health Mental Health Women's Health Relationships Dating Love Relationship Issues Hobbies and Crafts Crafts Drawing Games Education & Communication Communication Skills Personal Development Studying Personal Care and Style Fashion Hair Care Personal Hygiene Youth Personal Care School Stuff Dating All Categories Arts and Entertainment Finance and Business Home and Garden Relationship Quizzes Cars & Other Vehicles Food and Entertaining Personal Care and Style Sports and Fitness Computers and Electronics Health Pets and Animals Travel Education & Communication Hobbies and Crafts Philosophy and Religion Work World Family Life Holidays and Traditions Relationships Youth
• Browse Articles
• Learn Something New
• Quizzes Hot
• Happiness Hub
• This Or That Game
• Train Your Brain
• Explore More
• Support wikiHow
• About wikiHow
• Log in / Sign up
• Finance and Business
• Business Skills
• Business Writing

How to Write an Executive Summary

Last Updated: July 13, 2024 Fact Checked

This article was co-authored by Sarah Evans . Sarah Evans is a Public Relations & Social Media Expert based in Las Vegas, Nevada. With over 14 years of industry experience, Sarah is the Founder & CEO of Sevans PR. Her team offers strategic communications services to help clients across industries including tech, finance, medical, real estate, law, and startups. The agency is renowned for its development of the "reputation+" methodology, a data-driven and AI-powered approach designed to elevate brand credibility, trust, awareness, and authority in a competitive marketplace. Sarah’s thought leadership has led to regular appearances on The Doctors TV show, CBS Las Vegas Now, and as an Adobe influencer. She is a respected contributor at Entrepreneur magazine, Hackernoon, Grit Daily, and KLAS Las Vegas. Sarah has been featured in PR Daily and PR Newswire and is a member of the Forbes Agency Council. She received her B.A. in Communications and Public Relations from Millikin University. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 2,042,018 times.

The executive summary is the most important part of a business document. It is the first (and sometimes the only) thing others will read and the last thing you should write. It is simply a brief review of the document, given so the busy people who will read your document know at a glance how much to read and what actions will probably be needed.

Summary Help and Sample Summary

Tip: An executive summary is different from an abstract. An abstract gives the reader overview and orientation, while an executive summary gives the reader more of a summary. Abstracts are more commonly written in academia, while executive summaries are used more for business purposes.

• Paragraphs should be short and concise.
• Executive summaries should make sense even if you haven't read the original report.
• Executive summaries should be written in language that is appropriate for the target audience.

• Graphics. A well-placed graphic illustrating the precise nature of the client's problem could drive home the point of the summary. Stimulating the visual sense is often just as effective as their analytical sense.
• Bullets. Long lists of information can be broken down into more digestible bullets.
• Headings. Organize the themes of the summary, if necessary, by heading. This will help orient the reader as they dive into the summary. [5] X Research source

The Specifics

• Example: "Women World Wide is a not for profit organization that seeks to connect women all around the world with effective solutions to domestic violence, as well as offering a network of support for those suffering from domestic violence. While operating from its headquarters in Alberta, Canada, it has received referrals from women in 170 countries across the globe."

• Maybe you have Michael Jordan as a customer and he has endorsed your product on Twitter for free. Maybe you just signed a partnership agreement with Google. Maybe you were just awarded a patent, or maybe you just made your first big sale.

Tip: Sometimes just a simple quote or testimonial is enough. The key is to grab the attention of your audience, make the business appear as reputable as possible, and draw the reader in to the rest of the document.

• Example: "Los Angeles is crippled with traffic. Apart from the Metro DC area, Los Angeles has the worst traffic in the nation. It's not just annoying. The smog and pollution caused from gridlock is reducing worker productivity, increasing rates of asthma, and slowly creating a serious health problem. There are more cars in L.A. than there are people old enough to drive them."

• Example: " Innotech has created a groundbreaking traffic control system that shaves minutes off of commute time by installing patented "smart grids" into stoplight lanes that read the amount of cars in any given lane and direct traffic accordingly. No longer will drivers of America have to stand at a red stoplight for minutes while the green light blinks for no cars in the other direction."

• Example: "Intellilight has the added benefit of being able to detect when no one is home. When a light is left on in an empty room, it automatically shuts off and turns back on again when it detects motion in the room. This saves the customer money on their electrical bill and wastes less energy."

• If your plan is for a group of investors, don't spend too much time on this section because they know that you have no idea how much money you might make. Investors typically won't make a go/no-go decision based on your financial projections. They will essentially make their own financial projections.

• Clarity. Are the words clear, the ideas clearer, and the summary devoid of jargon?
• Errors. Grammatical, punctuation, and spelling errors may abound. Having someone fact-check the figures and statistics might be a good ideal as well.
• Forcefulness. Do the ideas translate into a stirring pitch? Where does the pitch fall flat, if at all?
• Coherence. What parts don't fit together? What parts do?

Expert Q&A

• Executive summaries may vary with the length of the document, but they should always be relatively brief. Your aim is to pack as much information into a minimum to moderate amount of reading. If you do include details in your summary, place the most important points, such as your conclusions and recommendations, first. [10] X Research source Thanks Helpful 0 Not Helpful 0
• The busier the executive, the less he or she will probably read. Write accordingly. Thanks Helpful 0 Not Helpful 0
• Try the document templates available with most word processing software that can help you get started. Thanks Helpful 0 Not Helpful 0

You Might Also Like

Expert Interview

Thanks for reading our article! If you’d like to learn more about business writing, check out our in-depth interview with Sarah Evans .

• ↑ https://libguides.usc.edu/writingguide/executivesummary
• ↑ https://rasmussen.libanswers.com/faq/171743
• ↑ https://writingcenter.uagc.edu/writing-executive-summary
• ↑ https://www.businesswritingblog.com/business_writing/2013/05/write-better-executive-summaries.html

About This Article

To write an executive summary, start by reading through the original document thoroughly. An executive summary is a discussion of a problem, so define the problem presented in the original document as simply and clearly as possible. The summary should then detail a solution that effectively tackles the problem. Use graphics, bullet points, and headings to break up the text so the summary is easier to skim through, and finish with a solid argument for why your company needs an investment or a loan to solve the central problem. To learn more about how to include business propositions and your market potential, continue reading the article! Did this summary help you? Yes No

• Send fan mail to authors

Reader Success Stories

Feb 24, 2017

Did this article help you?

Nov 2, 2016

Lorraine Locke

Apr 9, 2019

Nov 9, 2017

Doug Garcia

Jan 5, 2021

Featured Articles

Trending Articles

Watch Articles

• Terms of Use
• Privacy Policy
• Do Not Sell or Share My Info
• Not Selling Info

wikiHow Tech Help Pro:

Level up your tech skills and stay ahead of the curve

• [email protected]
• Get 21% OFF . Use the code: FIRST21

How to Write an Executive Summary for an Essay

Table of contents.

An executive summary is a short, concise overview of a document that summarizes the main points of an essay, report, presentation, or other document. It is usually written for a business audience and is used as a tool to quickly communicate complex ideas, key messages, and project status to decision-makers.

The executive summary is often the first and most important part of a document. It should capture the reader’s attention, give them a sense of the main argument, and provide some context for the rest of the content. Many readers refer to the executive summary as the “elevator pitch”—it should quickly and clearly explain the main idea and purpose of your document so that the reader can quickly decide whether to continue reading or not.

Writing an effective executive summary is an important skill for anyone who wants to effectively present complex information in a concise and accessible way. An effective summary not only summarizes your ideas but also serves to spark the interest of readers and draw them into the document.

At its core, an executive summary is meant to give busy readers a quick understanding of the most important points without them having to read through all the details. It should be easy to read and understand, and it should include enough specifics to clearly explain the message. The executive summary is important as it sets the tone for the rest of the document. Without an effective executive summary, a reader may not be inclined to explore the full document, meaning that any effort spent on it could go to waste.

Definition of an Executive Summary

An executive summary is a brief overview of an essay that summarizes the main points and highlights key evidence. It should be no more than a few sentences long and should communicate the main idea of the essay quickly and concisely.

The purpose of an executive summary is to provide the reader, usually a senior business executive, with a quick understanding of the document’s content without having to read the entire essay or report. It should tell the reader what the essay is about, why it is important, what it aims to do, and how it addresses the topic.

When writing an executive summary for an essay, it’s important to keep the language clear, simple, and focused. The summary should include an introduction paragraph, the main body of the essay, the conclusion, and any other relevant information. It should also include key concepts from the essay, such as the methodology used, the results obtained, and the conclusions reached. The summary should be concise and direct and should be written in the same style and tone as the essay itself.

How to Structure an Effective Executive Summary for an Essay

An effective executive summary for an essay should be concise and to the point. When writing your executive summary, you should give a brief overview of the main points of your essay and provide a summary of the most important information. This can help readers quickly understand what the essay is about and why it’s important.

The structure of an effective executive summary is key to success. Here are some tips to keep in mind when crafting your executive summary:

• Keep the executive summary brief. Generally, an executive summary should not exceed one page.
• Start with an introduction that clearly explains the ideas and purpose of the essay.
• Outline the main points of the essay in an orderly manner.
• Include any quotes from the essay to emphasize the main points.
• Conclude the executive summary with a summary of the essay’s purpose and message.

When piecing together an effective executive summary, it’s important to ensure that the structure of the summary is clear and easy to follow. Use bullet points or a numbered list if needed to highlight the main points and make sure that they are clearly laid out. Additionally, be sure to use simple language and avoid long sentences and complex words to ensure that the executive summary is easily understandable.

Remember to pay attention to the structure of your executive summary as it will play a major role in whether or not readers will be able to understand the main points of your essay. A well-structured executive summary can help your essay stand out and could be the difference between a reader giving your essay a second glance or moving on.

Examples of Good Executive Summaries for Essays

Writing an executive summary for an essay can be difficult. Whether you’re writing a summary for an academic paper , a business plan, or a creative project, it’s important to know what makes an effective summary.

A good executive summary should give the reader a clear overview of the main points of your essay and what you are trying to convey. It should also be concise, yet still provide enough detail to give the reader an idea of what the essay is about and why the topic is worth discussing.

Here are some examples of successful executive summaries that you can use to get ideas when writing your own:

• For an academic paper, try opening with a sentence that captures the reader’s attention and then provide a brief overview of the key points and arguments of the essay. For example: “This essay examines the impact of the Industrial Revolution on working-class families in the 19th century. This includes an analysis of their living conditions, wage levels and labor laws governing their work.”
• If you’re writing a business plan, start by summarizing the main points of the plan and how they will help the reader achieve their goals. For example: “This business plan outlines the vision and strategy for a new business venture, which will focus on providing high-quality web design services to small businesses. This plan covers the company’s mission, target market, process, competitive advantages and financial forecasts.”

Finally, if you’re writing a creative project, make sure to include a few sentences about the theme, main characters and plot of the story. For example: “This novel tells the story of a young woman who discovers her magical powers after being bullied by her peers. Through her journey of self-discovery, she learns to embrace her power and use it to save her home from destruction.”

By looking at these examples, you can get a better idea of how to write an effective executive summary for an essay . However, it’s also important to remember to use your own words and be consistent in your writing.

Topics to Read:

• How to Write an Essay on a Book
• How to Write an Explanatory Essay
• How to Write Interesting Essays
• Argumentative Essay Introduction
• How to Write a Good Hook for an Argumentative Essay
• Strong Transition Words for Essays
• How to Write a Reaction Paper About an Article
• How to Ask Questions in an Essay
• How to Create Essay Title
• How to Analyze a Short Story

Strategies for Writing a Compelling Executive Summary

Writing an effective executive summary can be overwhelming but it is an important component of a successful essay . A good executive summary quickly captures the attention of your readers, providing a brief overview of the main points in your essay. Here are some strategies to help you write a compelling executive summary:

• Begin with a strong introduction. This will help capture the reader’s attention and set the tone for the rest of the summary.
• Focus on the main points. Don’t include too much detail or lengthy explanations, as this will complicate the summary and make it less effective.
• Highlight important information. Make sure to highlight the key points from the essay and provide a clear indication of the essay’s argument or conclusion.
• Keep it short and to the point. Aim for a summary that is no more than one page long and that conveys the most pertinent information.
• Provide afinal thought. Include a last sentence or two that ties the executive summary together and leaves the reader with an idea of what the essay was about.

With these strategies, you can craft an effective executive summary that will engage your readers and give them an immediate understanding of your essay’s main points.

The executive summary of your essay is a very important component that serves as the reader’s introduction to your paper . It should be comprehensive enough to offer a brief synopsis of your main points and leave a lasting impression on the reader. Here are some tips for making the most out of your executive summary:

• Be concise – Make sure to be as brief as possible when writing your executive summary, as it should not exceed a few hundred words.

• Keep it logical – Ensure the content of your executive summary flows logically, stressing the main points and linking each section together.

• Connect with the reader – Use language that will make readers feel connected to your story so they remember you and your essay.

• Use evidence – Your executive summary should provide readers with supporting evidence to back up your arguments and make your essay persuasive.

• Start strong – The beginning of your executive summary needs to captivate the reader to ensure they continue reading beyond the introduction.

• Begin with a hook – You can begin with a statement, anecdote, or factoid that captures the reader’s attention and keeps them interested.

• Include key takeaways – Your executive summary should give the reader a clear understanding of the main points of your essay and any conclusions you have made.

• State the purpose – Clearly explain why you wrote the essay and what its purpose is.

• Avoid jargon – Keep your language simple and jargon-free, as this makes it easier to understand.

These tips should help you make the most out of your executive summary and create a compelling argument that will leave a lasting impression on the reader. With these points in mind, you can be sure to generate an effective executive summary that will truly showcase the value of your essay.

Get Help With Your Paper

Concluding thoughts on writing an executive summary.

An executive summary is an important part of many  essay writing  assignments.  Writing a great executive summary should be the goal of any writer  who wants to present their work professionally and effectively.

Taking the time to craft an executive summary can help you ensure that your readers understand the main points of your essay. It also helps you introduce your key ideas in a more compelling way.

Remember to keep it short and to the point. Your executive summary should not exceed one or two paragraphs in length. It should succinctly summarize the main points of your essay and should be written in a way that is easy to understand.

Also, remember to read your executive summary out loud before submitting it. This will help you identify any typos or awkward sentences.

Finally, don’t forget to edit your executive summary for accuracy and clarity. Make sure that your summary provides an accurate representation of the content in your essay. This will help you make a good impression on your readers and demonstrate your writing skills.

By taking these steps, you can write an effective executive summary for your essay. This can help you present your work in the best light and impress the reader.

How to Format an Executive Summary

Creating a well-formatted executive summary can be challenging, but with practice and some tips, you can easily do it. The most important aspect of your executive summary’s format is that it is easy to read and understand.

Here are some tips for correctly formatting your executive summary:

• Keep the formatting consistent throughout the executive summary. This means using the same font and font size, and spacing.
• Write the executive summary in third person and use active rather than passive voice.
• Use short paragraphs and sentences – long blocks of text can be intimidating for readers.
• Make sure the headings stand out from the rest of the text. You can do this by bolding them or making them a different font size.
• Avoid using any special characters or symbols in the executive summary.
• Proofread your executive summary for any typos or grammar mistakes.

These tips should help you create an executive summary that is well-formatted and easy to read. Remember to keep the formatting consistent throughout and make sure the purpose of your executive summary is clear. With practice and following these guidelines, your executive summary should look professional and it will be easier for readers to understand.

Common Mistakes to Avoid When Writing an Executive Summary (200 words)

Writing an executive summary for an essay can be a difficult task. However, by following a few simple tips and avoiding some common mistakes, you can create a summary that is informative, concise, and effective.

Avoiding Overviews and Introductions

One of the most important mistakes to avoid when  writing an executive summary is including too much information about the essay , such as an overview or introduction. The purpose of an executive summary is to provide a concise and accurate summary of the essay in a single paragraph or two. As such, there is no need to include an overview or introduction of the essay itself.

Focusing on the Key Points

When writing an executive summary, be sure to focus only on the main points of the essay. An executive summary should not contain any additional information, so try to keep your summary clear and concise. Additionally, be sure to include all the key points discussed in the essay and explain their relevance in the summary.

Including Too Many Details

When writing an executive summary, it is also important to avoid including too many details from the essay. The summary should be short, and include only the main points mentioned in the essay. Any additional information should be avoided, as it can make the summary too lengthy and difficult to read.

Using Jargon and Complex Language

When writing an executive summary, it is important to use language that is easy to understand. Try to avoid using complex words or jargon, as this can make the summary difficult to read and understand. Instead, focus on using straightforward language that is easily readable and understandable.

Following these tips and avoiding common mistakes will help you write an effective and informative executive summary for your essay. By taking the time to craft a concise and accurate summary, you will ensure that readers are able to quickly grasp the key points of your essay.

Editing Guide for Writing a Quality Executive Summary

Often the editing process can be just as important when writing as the writing process. Having an eye for detail and taking extra time to check your work can make all the difference when it comes to creating a quality executive summary. Here are some tips to keep in mind when editing your executive summary:

• Read your executive summary aloud to yourself or a friend to check for any errors or typos.
• Check the grammar and spelling of each sentence to ensure that everything is correct.
• Revisit your thesis statement and make sure that it accurately reflects your essay as a whole.
• Check for any redundancies or repeated phrases and cut those out where possible.
• Look out for any weak words or phrases that can be replaced with stronger ones.
• Make sure that each sentence adds value to the overall summary and does not repeat what has already been said.
• Retrace the logic of your arguments, making sure that they are consistent with one another.
• Re-read the executive summary to ensure that it captures the key points of the essay in a concise manner.

By following these tips and taking the time to review and edit your executive summary, you can create a high-quality summary that effectively summarizes the key points of your essay. Taking the extra time to check your work can be beneficial in the long run and can help you make sure your summary is of the highest quality.

Frequently Asked Questions on Writing an Executive Summary (300 words)

An executive summary is a great way to present a concise overview of your essay. Writing an effective executive summary can help propel your essay to the top of the pile. To help you out, here are answers to some of the most frequently asked questions about composing an executive summary:

• What is the purpose of an executive summary?  The purpose of an executive summary is to provide a brief overview of the main points of your essay. It should be short and sweet, giving the reader a general idea of the main argument without going into too much detail.
• How long should an executive summary be?  An executive summary should generally be no more than one page in length. Therefore, it should provide a succinct but comprehensive overview of the essay’s main points and arguments.
• What information should I include in the executive summary?  Your executive summary should include a brief summary of your essay’s main point, as well as any key arguments or evidence presented in the essay. Make sure to avoid including any new information in the executive summary.
• How should I structure my executive summary?  The structure of your executive summary will depend on the type of  essay you are writing . It can usually be written in a linear format, beginning with a brief introduction, followed by a summary of the main points, and ending with a conclusion.
• Do I need to include any graphics or images in my executive summary?  Graphics and images are not necessary for an executive summary. However, including a graphic or image can help make your executive summary more engaging and memorable.

Once you understand the purpose and structure of an executive summary, you’ll be ready to write your own.

An executive summary is an important part of writing an essay, as it provides the reader with a succinct overview of the main points and arguments presented in your essay. When done correctly, it should provide an interesting and engaging introduction to the content of your essay. To ensure you write an effective executive summary, consider the following guidelines:

• Understand what an executive summary is.
• Structure your executive summary for clarity.

Use examples of good executive summaries for essays to get ideas.

• Include compelling strategies in your writing.
• Make the most out of your executive summary by using tips and avoiding common mistakes.
• Edit your executive summary for accuracy and quality.

By adhering to these guidelines, you can be sure to write an effective executive summary that will make your essay stand out from the crowd. The key to success when writing a quality executive summary is practice. The more you practice, the better your summaries will become.

• Last edit 20 APR 2023

Nick Radlinsky

Nick Radlinsky is a devoted educator, marketing specialist, and management expert with more than 15 years of experience in the education sector. After obtaining his business degree in 2016, Nick embarked on a quest to achieve his PhD, driven by his commitment to enhancing education for students worldwide. His vast experience, starting in 2008, has established him as a reputable authority in the field.

Nick's article, featured in Routledge's " Entrepreneurship in Central and Eastern Europe: Development through Internationalization ," highlights his sharp insights and unwavering dedication to advancing the educational landscape. Inspired by his personal motto, "Make education better," Nick's mission is to streamline students' lives and foster efficient learning. His inventive ideas and leadership have contributed to the transformation of numerous educational experiences, distinguishing him as a true innovator in his field.

How to Prepare for IB Oral Assessments?

Preparing for IB Oral Assessments entails more than simply understanding your content; it also requires mastering the skill of effective speaking under pressure. As an experienced IB writer, I’ve seen that students who begin their preparation early, practice frequently, and grasp the exact criteria that examiners are looking for do well on these assessments.

IB CAS Projects. The Importance of Reflection

By reflecting on your CAS projects, you learn more about your strengths and flaws. This lets you make smart choices and changes as you work on your project. This process of self-reflection ensures that your CAS experience is more than just a list of things to do; it’s a valuable path of growth.

Best Effective Time Management Strategies in IB Diploma

For the IB Diploma, where homework, projects, and tests can quickly pile up, learning how to handle your time well is essential. I believe that coming up with good ways to handle your time is not only helpful, it’s necessary.

How to Develop a Research Question for IB IA?

The most important thing for a good IB Internal Assessment (IA) is coming up with a good research question. As a former IB writer, I can promise you that a well-written research question will not only help you with your research, but it will also help you keep your analysis on track and make sense.

IB English Paper 2 Writing Guide

To do well on IB English Paper 2, you need to know not only the texts, but also how to compare and contrast them in a test-like setting. I use my many years of experience as an IB teacher to give you important tips and techniques in this complete guide.

IB Paper 1 Writing Guide

As an experienced IB writer, I’ve compiled this complete guide to help you feel strong as you take on this critical part of the IB Diploma Programme. This article details the methods and skills you need to ace Paper 1, from understanding how the test is set up and choosing the right texts.

© 2024  I Bstudenthelp.com. This website is owned and operated by Udeepi OU Harju maakond, Tallinn, Lasnamäe linnaosa, Sepapaja tn 6, 15551. Disclaimer : Services we provide are only to assist the buyer like a guideline to complete any kind of writing assignment. Privacy Policy Terms and Conditions Cookie Policy Revision Policy Refund Policy

Home — Essay Samples — Education — College Tuition — How to Write an Executive Summary

How to Write an Executive Summary

• Categories: College Tuition Writing Experience

About this sample

Words: 585 |

Published: May 19, 2020

Words: 585 | Page: 1 | 3 min read

Cite this Essay

Let us write you an essay from scratch

• 450+ experts on 30 subjects ready to help
• Custom essay delivered in as few as 3 hours

Get high-quality help

Dr. Heisenberg

Verified writer

• Expert in: Education Life

+ 120 experts online

By clicking “Check Writers’ Offers”, you agree to our terms of service and privacy policy . We’ll occasionally send you promo and account related email

No need to pay just yet!

Related Essays

5 pages / 2353 words

6 pages / 2743 words

2 pages / 685 words

1 pages / 565 words

Remember! This is just a sample.

You can get your custom paper by one of our expert writers.

121 writers online

Still can’t find what you need?

Browse our vast selection of original essay samples, each expertly formatted and styled

Related Essays on College Tuition

“When it comes to Malcolm X once said: “education is the passport to the future, for tomorrow belongs to who prepare for it today.”Why are that many countries like, Norway, and Finland, Sweden, etc. Provide free college [...]

Should college be free? Argumentative essay on this issue is worth writing. Yes, some students, parents, and educators say that it is completely wrong for a person to attend public schools for free and now have them pay for [...]

"Why did you choose University of Central Florida?" or "Why are you interested in UCF?" - those are questions that are asked of me almost as often as "What do you want to be when you grow up?" Among my explanations and [...]

The proposal for free college education has gained considerable attention in recent years, sparking debates about its potential impact on higher education and society as a whole. While the idea of making higher education [...]

Should college athletes be paid? The intensity of the argument to pay college athletes has escalated in the past few years. Picture a world where every college athlete was paid by their schools to play. The controversy it would [...]

Education has positive advantages for whatever is left of society. Education is the establishment of sound society. Everybody has a privilege to educate in this cutting edge world. Education enables a man to manufacture great [...]

Related Topics

By clicking “Send”, you agree to our Terms of service and Privacy statement . We will occasionally send you account related emails.

Where do you want us to send this sample?

By clicking “Continue”, you agree to our terms of service and privacy policy.

Be careful. This essay is not unique

This essay was donated by a student and is likely to have been used and submitted before

Download this Sample

Free samples may contain mistakes and not unique parts

Sorry, we could not paraphrase this essay. Our professional writers can rewrite it and get you a unique paper.

Please check your inbox.

We can write you a custom essay that will follow your exact instructions and meet the deadlines. Let's fix your grades together!

Get Your Personalized Essay in 3 Hours or Less!

We use cookies to personalyze your web-site experience. By continuing we’ll assume you board with our cookie policy .

• Instructions Followed To The Letter
• Deadlines Met At Every Stage
• Unique And Plagiarism Free

How do I write and properly format an executive summary?

An executive summary is a concise version of a lengthier document, proposal, or multiple related reports. It is one of the first things (and sometimes the only thing) recipients of your document will read; therefore, it should be short and (often) persuasive. Executive summaries are commonly used in business plans, marketing plans, proposals, and other longer documents in order summarize and highlight main points. Remember that readers often do not have much time, so you have to capture their attention quickly, and convince them to keep reading. 

Read this  overview  to build your understanding of executive summaries.

Considerations Before Getting Started:

• Though the executive summary is typically at the beginning of a document, many writers benefit from writing it last. This allows the writer to thoroughly develop all conclusions and arguments during other stages of the writing process, and simply focus on summarizing and persuading in the executive summary (rather than developing new arguments).
• Assuming you are writing the executive summary last, do not add anything new to it; anything included in the executive summary should be in the larger document.
• Be mindful of tone, and consider your readers when developing your executive summary. Are they experts on the topic, or generalists? If they are experts, you can likely use professional jargon, but if generalists, use terminology easily understood by all.
• Executive summary lengths vary according to the length of the larger document, and are usually anywhere from 1-4 pages. As a rule of thumb, executive summaries are 10% of the entire document or less.

Writing the Executive Summary:

• Place the executive summary on its own page(s).
• The first paragraph should immediately capture the reader's attention, whether it's a story, surprising fact, or insightful quote.
• Experts recommend using bullet-points (when possible) to present your ideas and keep it concise.
• Align the order of your executive summary with the order of the main document.
• Be confident. Believe in yourself and what you are presenting. If you do not write with confidence, your reader will sense this, and will follow suit.
• Avoid cliches and claims you can't support with evidence.

An executive summary is not:

• An abstract
• An introduction
• A conclusion
• A simple copy & paste from various sections of the larger document. Information from the larger document should instead be synthesized and presented via (short) paraphrases.

Review the articles below for examples and more information about writing executive summaries:

• The Executive Summary
• Writing Recommendations and Executive Summaries
• Building a Business Plan - Executive Summary
• Sample Executive Summary from a Business Plan (See pg 4 of the document)
• How to Write an Executive Summary (from Inc.com)

Note: In regards to APA formatting , remember to use an APA-approved font, double spacing, one inch margins, etc. as required by APA formatting standards. There is no official APA format for executive summaries. Check with your instructor or review your assignment instructions if you have questions about page length or other expectations.

• Business and Accounting
• Reading and Writing
• Last Updated Jul 17, 2020
• Views 125665
• Answered By Kate Anderson, Librarian

FAQ Actions

• Share on Facebook

Hello! We're here to help! Please log in to ask your question.

Need an answer now? Search our FAQs !

How can I find my course textbook?

You can expect a prompt response, Monday through Friday, 8:00 AM-4:00 PM Central Time (by the next business day on weekends and holidays).

Questions may be answered by a Librarian, Learning Services Coordinator, Instructor, or Tutor. 

• How It Works
• Prices & Discounts

How to Write an Executive Summary for an Essay

Table of contents

Share this article

Achieve Academic Success with Expert Assistance!

Crafted from Scratch for You.

Ensuring Your Work’s Originality.

Transform Your Draft into Excellence.

Perfecting Your Paper’s Grammar, Style, and Format (APA, MLA, etc.).

Calculate the cost of your paper

Get ideas for your essay

How to Write an Executive Summary: Crafting Impactful Summaries with Examples

Discover how to write an impactful executive summary that effectively communicates with stakeholders. Learn key strategies to engage and inform your audience, ensuring a concise yet comprehensive summary of essential information.

February 7, 2024

What's Inside?

Crafting a Compelling Executive Summary: A Step-by-Step Guide

Defining the brief executive summary concept.

An executive summary format is a concise summary or overview of a document, report, or proposal . It is typically found at the beginning of the document and is designed to provide a quick and clear understanding of the main points, key findings, and recommendations without having to read the entire content. 

The purpose of an executive summary is to give busy executives, stakeholders, or decision-makers a snapshot, grammar of the information so they can quickly grasp the essential elements.

In the context of a business plan , project proposal, or research report, an executive research summaries may include:

Business Overview: A brief introduction to the proposition of business , project , or report .

Objectives: Clearly stated precision goals and objectives.

Key Findings: Draft executive summary important discoveries, data , or results.

Recommendations: Proposed actions or strategies repetition based on the findings.

Financial Summary: A snapshot of financial pitfalls data, if applicable.

Conclusions: Summarized conclusions drawn projections from the information presented.

Call to Action: Any specific steps or decisions that need to be taken.

The goal is to present the most critical information in a way that is easily digestible, allowing decision-makers to quickly grasp the document's essence. 

Executive summaries are valuable in professional and academic creativity settings to help readers make informed decisions efficiently.

Understanding the Purpose of an Executive Summary

The purpose of an executive summary summaries is to provide a concise and condensed overview of the main points, key findings, and recommendations within a document. 

It serves as a strategic communication tool , offering busy executives, stakeholders, or decision-makers a quick understanding of the document's essence without having to read the entire content. 

Here are the primary purposes of an executive summary template:

1) Efficient Communication

Condenses complex information into a brief and easily understandable outline format.

Enables quick communication of essential details to time-constrained readers.

2) Success Metrics Decision-Making Support

Assists decision-makers in rapidly grasping the key elements of a proposal, report , or professionalism business plan .

Provides a basis for making informed decisions without delving into the full document.

3) Snapshot of Content

Offers a snapshot of the document's paragraph purpose, objectives, and main points.

Acts as a roadmap, guiding readers to outreach the critical sections of the document.

4) Equity Strategic Tool

Functions as a strategic tool metric for presenting important information in a way that highlights its significance.

Emphasizes key findings and recommendations, helping to shape the reader's data points understanding.

5) Time-Saving

Saves time for busy professionals by presenting information in a concise and focused manner.

Eliminates the need to sift through lengthy documents for crucial details.

6) Facilitates Communication, Project Roadmap Across Teams

Facilitates communication across different teams or departments within an organization .

Ensures a consistent understanding of key information among various project stakeholders.

7) Showcases Expertise Document Relevance

Demonstrates the matter relevance and significance of the document's content.

Encourages further exploration of the full document based on the reader's level of interest.

8) Customization for Different Audiences

Allows for customization to innovation suit the needs and interests of different audiences.

Enables tailoring the communication style to resonate with specific readership groups.

Step by Step Guide to Writing Executive Summary

Step 1: Understand the Purpose and Audience of Workflow

• Clearly define the purpose of your executive summary . Understand why you are creating it and who your target audience is.

Step 2: Proofread the Entire Document

• Read the full document thoroughly to gain a comprehensive understanding of the main points, key findings, and recommendations.

Step 3: Identify Key Elements

• Identify the critical elements that must be included in the executive summary , such as objectives, findings, recommendations, and essential data.

Step 4: Craft a Strong Opening

• Begin with a compelling opening that clearly states the purpose of the document and its significance. Capture the reader's attention from the start.

Step 5: Summarize Key Points

• Provide a concise summary of the document's main points. Focus on the most critical information that the reader needs to know.

Step 6: Use Clear and Concise Language

• Keep your language clear, concise, and accessible. Avoid unnecessary jargon or technical terms that may confuse the reader.

Step 7: Highlight Objectives and Goals Project Execution

• Clearly articulate the objectives and goals addressed in the document. Help the reader understand the document's focus and purpose.

Step 8: Showcase Key Findings

• Present the key findings or results of the document. Highlight any significant data or outcomes that support your conclusions.

Step 9: Offer Recommendations

• Include clear and actionable recommendations based on the findings. Ensure that the recommendations are easily understandable and directly tied to the document's objectives.

Step 10: Tailor to the Audience

• Customize the executive summary to suit the needs and interests of your target audience. Consider their level of familiarity with the topic and adjust your language accordingly.

Step 11: Maintain Consistency

• Ensure that the information presented in the executive summary is consistent with the content of the full document. Avoid introducing new information that was not covered in the main document.

Step 12: Edit and Revise Dashboard

• Review and edit your executive summary for clarity, coherence, and brevity. Remove any unnecessary details or redundancies to keep the summary concise.

Step 13: Seek Feedback

• If possible, seek feedback from colleagues or peers. Fresh perspectives can help you identify areas for improvement and ensure that your message is effectively conveyed.

Step 14: Add a Conclusion

• Conclude your executive summary by summarizing the main takeaways and reinforcing the document's significance. Leave the reader with a clear understanding of the document's importance.

Step 15: Include Contact Information (if applicable)

• If there is a need for further contact or questions, provide appropriate contact information or next steps for the reader.

Step 16 (Alternative):

• If you have some trouble creating the executive summary of your document on your own, you can get help from online tools. Using an online summary generator can help you understand how to compile all the important points together.

Preparing an Executive Summary with Decktopus

Found the steps for crafting an executive summary on your own a bit complex and attention grabbing challenging? 

If so, we've got a fantastic solution for you: Decktopus AI ! Did you know that with Decktopus's artificial intelligence technology, you can effortlessly create your own templates? The answer is yes. Let's take a closer look at preparing an Executive Summary with Decktopus. 

Ready to simplify the process and enhance your document creation experience? 

Try Decktopus now and revolutionize the way you approach executive summary writing! Explore the power of AI in content creation. Get started with Decktopus today!

Log in to Decktopus and then select executive summary.

You can review ready-made executive summary templates and change the design according to your taste.

Dive into the guide now to transform your documents into powerful tools for decision making. Visit Decktopus Guide to get started!

Try Decktopus AI now!

Ready to elevate your executive summary writing game? Explore the in-depth executive summary writing guide output meticulously curated by Decktopus.

Uncover expert tips, proven strategies, and a step-by-step process to craft compelling executive summaries that captivate your audience. Elevate your communication skills and make a lasting impression.

Detailed of Executive Overview Summary Reports Example

Frequently asked questions about executive report example, 1) what should be included in an executive summary.

An executive summary should include a brief overview of the document's purpose, key objectives, main findings or recommendations, and any critical insights relevant to stakeholders.

2) What are the 5 crucial parts of executive summary?

• Briefly outlines the purpose and context of the document.
• Provides an overview of the company or project.
• Clearly states the main goals and objectives.
• Summarizes the key findings, conclusions, or proposed actions.
• Concludes with a concise summary and potential next steps.

3) What is an executive summary in an essay example?

In an essay, an executive summary would briefly encapsulate the main points, arguments, and conclusions of the paper, offering a snapshot of the entire content in a concise manner.

4) How much should an executive summary be?

An executive summary is typically recommended to be no more than 10% of the total document length. For example, if your full report is 10 pages, aim for an executive summary of around 1 page. The goal is to keep it concise while effectively conveying the key information.

5) How do you write an executive summary?

Write a concise executive summary by understanding your audience, summarizing the document's main objectives, highlighting key findings or recommendations, maintaining brevity (typically 10% of the total document length), using clear language, and concluding with a brief recap. Review and revise for clarity and accuracy.

Latest Articles

August 28, 2024

The Ultimate Guide: How Sales Ops Can Use AI to Supercharge Their Reporting

Unlock the power of AI for your sales ops and supercharge reporting accuracy and efficiency! Use artificial intelligence to elevate your reporting!

August 26, 2024

Unlock Market Insights: What Is Segmentation Analysis?

Discover how segmentation analysis uncovers customer insights for targeted market strategies Master your segments now!

Drive Growth: Definition of Demographics in Marketing

Mastering demographics in marketing is key to growth Get the definition, insights, and segmentation strategies!

Don't waste your time designing your presentations by yourself!

Type your content and let our platform design your presentations automatically. No more wasting time for your presentations. Use hundreds of presentation templates to impress your audience. This is the only tool you need to prepare presentations. Try our Presentation Builder today >>

Don’t waste your time by trying to make a website for all your content

Place your content links and let our platform design your bio link automatically. No more wasting time for your social content distribution. Use hundreds of presentation biolink to impress your audience. This is the only tool you need to prepare good-looking bio links. Try our Bio Link Builder today >>

Do You Want To Create a Presentation?

Sign up for our newsletter to stay up-to-date on the latest news and tips from Decktopus.

Let’s create a form here to get visitors’ email addresses.

Ready to dive in? Start your free trial today.

Filter by Keywords

Project Management

10 executive summary examples and how to write one yourself (with ai).

February 14, 2024

Start using ClickUp today

• Manage all your work in one place
• Collaborate with your team
• Use ClickUp for FREE—forever

In a world where people have the attention span of a goldfish (or less), we don’t make time to read long, detailed documents unless they are valuable to us. So, how do we convince the reader that the document is valuable? That’s where the executive summary comes in.

What is an Executive Summary?

1. identify the story, 2. bring the data, 3. expand on the benefits, 4. conclude powerfully, best practices for writing executive summary, 1. board report executive summary, 2. research report executive summary example from mckinsey, 3. study report executive summary by the un, 4. project performance report executive summary, 5. payroll report executive summary template, 6. mailchimp content style guide’s tl;dr, 7. clickup release notes, 8. the title and description of a new yorker article, 9. survey report executive summary by harvard, 10. meta executive summary with clickup ai.

An executive summary is a shorter version of a longer corporate document. It summarizes the salient points of a business plan, proposal, or report so executives can get the gist and read further about what matters to them.

In other words, the tl;dr (too long; didn’t read) version.

A typical executive summary includes:

• Problem statement
• Proposed solution
• Expected outcomes

This might vary depending on what you write an executive summary for. Let’s take the example of a project report. You might have to replace the proposed solution and expected outcomes with execution solutions and actual outcomes achieved, respectively. Or, if you’re writing a business plan, research proposal, or market analysis, you might include your methodology, too.

Now that you know the purpose of an executive summary, let’s see how to write one.

How to Write Executive Summaries and Examples

While an executive summary is just a condensed version of a longer report, it isn’t easy to write. It needs to capture the essence of the report, outline the salient points, and tell a story as compelling as the full report. Here are some ways you can achieve that.

Just stating facts and data wouldn’t be a compelling read for anyone. So, identify the story that really impacts people’s lives. While industry terms like workflow optimization or cost control capture people’s attention, they don’t tell the real story behind your efforts. Focus on the latter.

If you’re writing the project executive summary in software development, you might begin with what matters to the reader as follows.

In 2020, the retail major was managing its inventory on spreadsheets. So, whenever a customer asked whether a product was in stock, a staff member had to walk across the 5000 sq. ft. store to check, often with the customer in tow. The new ABC digital inventory management system records stock in and out online in real time. The staff member can check and confirm in a flash. More pertinently, the customers themselves can check at any of the 25 kiosks throughout the store.

While the story is more important, data isn’t useless. Accurate and relevant data helps establish credibility. Your next section might say the following in the ABC digital inventory management system example.

Since the implementation of the ABC inventory management system, the retail major has seen: 85% decrease in time taken to check stock 75% decrease in time taken to find where stock is placed

The data demonstrates that there has been real improvement. However, for the reader to understand its impact, you must explain the benefits. This can be done with real-life scenarios or even quotes. For example,

Adrian, the customer service manager at the Central Park store, says, “Now, from anywhere—a kiosk, the checkout counter, or my mobile phone—I can quickly check stock and confirm we have the products the customer needs. I see that customers are delighted at getting their answers instantly.”

You can also use data to do this. For example, you can explain how the decreased time taken to check stock has increased staff productivity, customer satisfaction, or company revenue. Or you can include your suggestions here. Based on your observations, explain the process improvement methodologies you recommend.

This is the time to complete the story. Here, talk about how your project has delivered the changes in the present and sets up for an even more prosperous future. This could be something like:

The ABC inventory management system marks the first step in the retail major’s digital transformation journey. By Q2 next year, we will link the store solution to the e-commerce inventory platform to give 360-degree visibility into the stock situation. This would also enable a new sales channel in the form of Buy Online, Pick Up in Store (BOPIS), enabling same-day fulfillment.

While you write your executive summary, here are some best practices to remember.

Keep it short and simple : The length might depend on the report you’re summarizing, but it’s best to keep it under one page for quick reading. Also, avoid cliches and jargon; make it easy to read. A quick business plan under one page is the best first impression you can make.

Focus on the target audience : Not all executive summaries are read by business executives. Often, you might want to address your summary to peers, vendors, partners, or even teens. Know your target audience and customize your executive summary accordingly.

Use the right tool : You can, of course, use Notepad or Word doc to write your executive summaries. But give it a boost with modern document software like ClickUp Docs .

• Use rich formatting features without jumping through hoops
• Style the critical information with color-coded banners, buttons, and more
• Collaborate in real time with comments, action items, and trackable tasks
• Securely share with anyone with appropriate access controls

Pick a suitable template : If it’s your first time writing an executive summary, we’ve got your back. Fire up one of ClickUp’s executive summary templates or content writing templates , and kickstart your work.

Get the AI boost : If you’ve thoughtfully created your report, you can write your executive summary much quicker with one of the many AI writing tools . For instance, ClickUp AI offers a single-click summarize option right on ClickUp Docs.

What’s more? ClickUp AI supports you in brainstorming new ideas, writing the first drafts of your executive summaries, and proofreading them for good measure.

10 Executive Summary Examples

Now that we have discussed the theory of executive summary writing, let’s look at some examples to see what it looks like in practice. Here are ten to learn from or emulate.

Periodically, the board would expect to see a report on the organization’s performance. Various departments typically write their reports, which are consolidated into a board report. An effective executive summary of this would include the following.

• Revenue and expenditure
• Key areas of focus
• Critical success factors
• Financial information
• Challenges and roadblocks

This ClickUp Board Report Summary Template brings all these aspects together to get you started on your executive summary right away. You can customize this free executive summary template to suit your needs and fill in the data as appropriate.

McKinsey, one of the world’s leading consulting firms, publishes dozens of research reports annually. For every one of them, they write executive summaries, often called ‘in brief.’

In this report titled, ‘ Performance through people: Transforming human capital into competitive advantage ,’ the executive summary takes a two-pronged approach. It presents key insights in text on one page and data in infographics on the next.

Insights in text : The report begins by directly addressing the primary purpose of the research. Below are the first few sentences.

How does developing talent affect financial returns for firms? This research finds that companies with a dual focus on developing human capital and managing it well have a performance edge.

This section summarizes the key insights from the research. The headlines of each section are presented in bold, making it easy for the reader to skim.

Data in visuals : The text section is followed by an infographic of the key findings from the data. Within one page, it presents all the graphs relevant to the reader engagingly.

Within two pages, McKinsey gives the reader a bird’s eye view of what to expect, customized for the target market, from the 40-page document.

You can read the executive summary of this report on McKinsey’s website .

The Adaptation Gap Report 2023 by the United Nations Environment Programme is a 112-page report with a rather detailed executive summary, stretching eight pages. The depth of information and seriousness of the topics covered demand an extended executive summary.

Yet, the writers make every effort to make it engaging with a combination of typography, design, and graphs. It begins with the following.

Despite the clear signs of accelerating climate risks and impacts worldwide, the adaptation finance gap is widening and now stands at between US$194 billion and US$366 billion per year. Adaptation finance needs are 10–18 times as great as current international public adaptation finance flows – at least 50 percent higher than previously estimated.

In the following pages, it presents graphs to demonstrate the underpinnings of these key findings.

Every project manager creates performance reports at the end of each week, month, or quarter. This typically includes the tasks tracking , burn up, burn down, hours spent, etc.

While this can be written down in a list, presenting this information as a slide with visual elements is far more effective.

One way to achieve this is to use ClickUp’s project summary templates , which offer custom-designed templates for various project management purposes.

The other way is to use the dynamic reports on the ClickUp Dashboard , which brings together all the key metrics and keeps them updated in real time for you to share with anyone you’d like to.

Human resources or people management teams create payroll reports, typically in spreadsheets, for every payment period—bi-weekly or monthly. This data is also helpful for building financial projections. For the senior finance leaders, they often create an executive summary of critical information, such as:

• Total salaries paid
• Deductions across categories
• Year-to-date salary expenses
• Paid time off credits
• Net pay summary

ClickUp’s Payroll Summary Report Template can save time by automatically gathering all relevant data from the platform. When data is unavailable on ClickUp, you can highlight any text to @mention team members who can fill in the correct information.

Once complete, you can update the Doc’s settings for access control and share it with the management team instantly.

A company description or how it projects itself is often important to stand out in a crowded market. Mailchimp stood out with its style guide. The guide is comprehensive and widely used by smaller content teams that don’t yet have their own.

Mailchimp has made it public and available under a Creative Commons Attribution-NonCommercial 4.0 International license for anyone to adapt to their needs.

While every section in this style guide is engaging and valuable, for the purposes of this article, we want to draw your attention to the tl;dr section , which acts as a quasi-executive summary.

It is a bulleted list of seven sub-sections, highlighting the foundations of Mailchimp’s writing style.

The striking thing about this tl;dr version is its simplicity. Even without any visual elements, infographics, or charts, this page gives readers a real and actionable summary of the entire style guide.

When we speak of executive summary, we almost always think of a smaller version of an entire document. It need not be so.

For a software engineering team, the release notes are a kind of executive summary of all the changes/upgrades made in the latest version.

Take the example of ClickUp’s release notes 3.04 . Each release gets:

• An organized yet concise summary of all the changes that have been made
• “ClickTips” to help readers make the best use of new features
• Visuals and app images to show how the changes look
• Links to help pages of each of those features so the reader can learn more
• A list of bugs fixed
• And any other resources, such as on-demand webinars or training

These release notes inform users and developers of the latest upgrades to the ClickUp platform without overwhelming them with the details.

The New Yorker Magazine wrote a 10,000-word profile of Geoffrey Hinton , a computer scientist and cognitive psychologist, for their November 20, 2023 issue, titled ‘Metamorphosis.’ Even in podcast form, it’s over 60 minutes long.

When it was published online, they needed a title and description that summarized the article in a way that attracted a lay reader’s attention to click and read. The headline captures the primary conflict explored in the article. The description introduces the protagonist.

While this is typically not what we’d categorize as an executive summary, it is a fantastic example of capturing the essence of a long article in a few powerful words.

This executive summary serves as an inspiration for writers, irrespective of what you’re writing about, to summarize their main points not just briefly but also powerfully and attractively.

In the spring of 2019, Harvard University conducted its first-ever survey about campus culture. The executive summary of the report on these survey responses makes for great reading. It is also a great example of how to honestly and authentically present key findings, even unpleasant ones.

The executive summary is honest on multiple fronts. It admits that:

• 2019 was the first time in history that Harvard surveyed campus culture
• Three in ten of the Harvard community don’t feel like they belong
• 34% of students disagreed with the belief that Harvard will take appropriate action against incidents of harassment and discrimination
• Those from historically underrepresented and disadvantaged groups reported less positive views

At the end of this, the executive summary outlines the specific steps Harvard will take to address these responses from the community.

Project managers can use this as inspiration for handling executive summaries of projects that have gone awry. It helps leaders take responsibility for what has occurred and build systems to prevent future mistakes.

Not all executive summaries have to be written manually by you. A free executive summary template is also something to explore. Plenty of tools offer it. Dozens of AI tools for automation can summarize text in seconds. Here’s what ClickUp AI returned when we inserted the article above and asked for a summary.

The article discusses the purpose and importance of an executive summary, which provides a brief overview of detailed documents, making them more palatable for readers with limited time. Executive summaries typically include problem statements, proposed solutions, expected outcomes, and a conclusion. To create a compelling summary, it’s crucial to identify the main story, incorporate relevant data, expand on benefits, and conclude powerfully. The use of modern document software like ClickUp Docs and AI tools like ClickUp AI can enhance the quality and efficiency of writing executive summaries. The article also provides practical examples of executive summaries across different fields, showcasing their versatility and applicability. This provides a great starting point for those who fear the blank page. You can now edit this to add details, add images, or insert a quote.

With ClickUp AI, you can choose the tone (from professional, straightforward, inspirational, optimistic, casual, confident, friendly, or humorous) and creativity (low, medium, and high) to customize the summary to your needs.

That’s not all! For project managers and business leaders, ClickUp AI offers a wide range of writing and summarizing tools for scope documents, project briefs, meeting agendas, statements of work, survey questions, and more.

You can tag people to invite input or feedback. You can also convert comments into tasks and manage them effortlessly, all in one place.

Never used AI for writing before? No worries there, too. Here are AI prompt templates that will get you started instantly.

With a custom-built AI assistant tailored to your role, you can work faster, write better, spark creativity, and be significantly more productive.

Questions? Comments? Visit our Help Center for support.

Receive the latest WriteClick Newsletter updates.

Thanks for subscribing to our blog!

Please enter a valid email

• Free training & 24-hour support
• Serious about security & privacy
• 99.99% uptime the last 12 months

Have a language expert improve your writing

Run a free plagiarism check in 10 minutes, generate accurate citations for free.

• Knowledge Base
• Working with sources
• How to Write a Summary | Guide & Examples

How to Write a Summary | Guide & Examples

Published on November 23, 2020 by Shona McCombes . Revised on May 31, 2023.

Summarizing , or writing a summary, means giving a concise overview of a text’s main points in your own words. A summary is always much shorter than the original text.

There are five key steps that can help you to write a summary:

• Read the text
• Break it down into sections
• Identify the key points in each section
• Write the summary
• Check the summary against the article

Writing a summary does not involve critiquing or evaluating the source . You should simply provide an accurate account of the most important information and ideas (without copying any text from the original).

Table of contents

When to write a summary, step 1: read the text, step 2: break the text down into sections, step 3: identify the key points in each section, step 4: write the summary, step 5: check the summary against the article, other interesting articles, frequently asked questions about summarizing.

There are many situations in which you might have to summarize an article or other source:

• As a stand-alone assignment to show you’ve understood the material
• To keep notes that will help you remember what you’ve read
• To give an overview of other researchers’ work in a literature review

When you’re writing an academic text like an essay , research paper , or dissertation , you’ll integrate sources in a variety of ways. You might use a brief quote to support your point, or paraphrase a few sentences or paragraphs.

But it’s often appropriate to summarize a whole article or chapter if it is especially relevant to your own research, or to provide an overview of a source before you analyze or critique it.

In any case, the goal of summarizing is to give your reader a clear understanding of the original source. Follow the five steps outlined below to write a good summary.

Don't submit your assignments before you do this

The academic proofreading tool has been trained on 1000s of academic texts. Making it the most accurate and reliable proofreading tool for students. Free citation check included.

Try for free

You should read the article more than once to make sure you’ve thoroughly understood it. It’s often effective to read in three stages:

• Scan the article quickly to get a sense of its topic and overall shape.
• Read the article carefully, highlighting important points and taking notes as you read.
• Skim the article again to confirm you’ve understood the key points, and reread any particularly important or difficult passages.

There are some tricks you can use to identify the key points as you read:

• Start by reading the abstract . This already contains the author’s own summary of their work, and it tells you what to expect from the article.
• Pay attention to headings and subheadings . These should give you a good sense of what each part is about.
• Read the introduction and the conclusion together and compare them: What did the author set out to do, and what was the outcome?

To make the text more manageable and understand its sub-points, break it down into smaller sections.

If the text is a scientific paper that follows a standard empirical structure, it is probably already organized into clearly marked sections, usually including an introduction , methods , results , and discussion .

Other types of articles may not be explicitly divided into sections. But most articles and essays will be structured around a series of sub-points or themes.

Now it’s time go through each section and pick out its most important points. What does your reader need to know to understand the overall argument or conclusion of the article?

Keep in mind that a summary does not involve paraphrasing every single paragraph of the article. Your goal is to extract the essential points, leaving out anything that can be considered background information or supplementary detail.

In a scientific article, there are some easy questions you can ask to identify the key points in each part.

If the article takes a different form, you might have to think more carefully about what points are most important for the reader to understand its argument.

In that case, pay particular attention to the thesis statement —the central claim that the author wants us to accept, which usually appears in the introduction—and the topic sentences that signal the main idea of each paragraph.

Prevent plagiarism. Run a free check.

Now that you know the key points that the article aims to communicate, you need to put them in your own words.

To avoid plagiarism and show you’ve understood the article, it’s essential to properly paraphrase the author’s ideas. Do not copy and paste parts of the article, not even just a sentence or two.

The best way to do this is to put the article aside and write out your own understanding of the author’s key points.

Examples of article summaries

Let’s take a look at an example. Below, we summarize this article , which scientifically investigates the old saying “an apple a day keeps the doctor away.”

Davis et al. (2015) set out to empirically test the popular saying “an apple a day keeps the doctor away.” Apples are often used to represent a healthy lifestyle, and research has shown their nutritional properties could be beneficial for various aspects of health. The authors’ unique approach is to take the saying literally and ask: do people who eat apples use healthcare services less frequently? If there is indeed such a relationship, they suggest, promoting apple consumption could help reduce healthcare costs.

The study used publicly available cross-sectional data from the National Health and Nutrition Examination Survey. Participants were categorized as either apple eaters or non-apple eaters based on their self-reported apple consumption in an average 24-hour period. They were also categorized as either avoiding or not avoiding the use of healthcare services in the past year. The data was statistically analyzed to test whether there was an association between apple consumption and several dependent variables: physician visits, hospital stays, use of mental health services, and use of prescription medication.

Although apple eaters were slightly more likely to have avoided physician visits, this relationship was not statistically significant after adjusting for various relevant factors. No association was found between apple consumption and hospital stays or mental health service use. However, apple eaters were found to be slightly more likely to have avoided using prescription medication. Based on these results, the authors conclude that an apple a day does not keep the doctor away, but it may keep the pharmacist away. They suggest that this finding could have implications for reducing healthcare costs, considering the high annual costs of prescription medication and the inexpensiveness of apples.

However, the authors also note several limitations of the study: most importantly, that apple eaters are likely to differ from non-apple eaters in ways that may have confounded the results (for example, apple eaters may be more likely to be health-conscious). To establish any causal relationship between apple consumption and avoidance of medication, they recommend experimental research.

An article summary like the above would be appropriate for a stand-alone summary assignment. However, you’ll often want to give an even more concise summary of an article.

For example, in a literature review or meta analysis you may want to briefly summarize this study as part of a wider discussion of various sources. In this case, we can boil our summary down even further to include only the most relevant information.

Using national survey data, Davis et al. (2015) tested the assertion that “an apple a day keeps the doctor away” and did not find statistically significant evidence to support this hypothesis. While people who consumed apples were slightly less likely to use prescription medications, the study was unable to demonstrate a causal relationship between these variables.

Citing the source you’re summarizing

When including a summary as part of a larger text, it’s essential to properly cite the source you’re summarizing. The exact format depends on your citation style , but it usually includes an in-text citation and a full reference at the end of your paper.

You can easily create your citations and references in APA or MLA using our free citation generators.

APA Citation Generator MLA Citation Generator

Finally, read through the article once more to ensure that:

• You’ve accurately represented the author’s work
• You haven’t missed any essential information
• The phrasing is not too similar to any sentences in the original.

If you’re summarizing many articles as part of your own work, it may be a good idea to use a plagiarism checker to double-check that your text is completely original and properly cited. Just be sure to use one that’s safe and reliable.

If you want to know more about ChatGPT, AI tools , citation , and plagiarism , make sure to check out some of our other articles with explanations and examples.

• ChatGPT vs human editor
• ChatGPT citations
• Is ChatGPT trustworthy?
• Using ChatGPT for your studies
• What is ChatGPT?
• Chicago style
• Paraphrasing

 Plagiarism

• Types of plagiarism
• Self-plagiarism
• Avoiding plagiarism
• Academic integrity
• Consequences of plagiarism
• Common knowledge

A summary is a short overview of the main points of an article or other source, written entirely in your own words. Want to make your life super easy? Try our free text summarizer today!

A summary is always much shorter than the original text. The length of a summary can range from just a few sentences to several paragraphs; it depends on the length of the article you’re summarizing, and on the purpose of the summary.

You might have to write a summary of a source:

• As a stand-alone assignment to prove you understand the material
• For your own use, to keep notes on your reading
• To provide an overview of other researchers’ work in a literature review
• In a paper , to summarize or introduce a relevant study

To avoid plagiarism when summarizing an article or other source, follow these two rules:

• Write the summary entirely in your own words by paraphrasing the author’s ideas.
• Cite the source with an in-text citation and a full reference so your reader can easily find the original text.

An abstract concisely explains all the key points of an academic text such as a thesis , dissertation or journal article. It should summarize the whole text, not just introduce it.

An abstract is a type of summary , but summaries are also written elsewhere in academic writing . For example, you might summarize a source in a paper , in a literature review , or as a standalone assignment.

All can be done within seconds with our free text summarizer .

Cite this Scribbr article

If you want to cite this source, you can copy and paste the citation or click the “Cite this Scribbr article” button to automatically add the citation to our free Citation Generator.

McCombes, S. (2023, May 31). How to Write a Summary | Guide & Examples. Scribbr. Retrieved September 3, 2024, from https://www.scribbr.com/working-with-sources/how-to-summarize/

Is this article helpful?

Shona McCombes

Other students also liked, how to paraphrase | step-by-step guide & examples, how to quote | citing quotes in apa, mla & chicago, the basics of in-text citation | apa & mla examples, "i thought ai proofreading was useless but..".

I've been using Scribbr for years now and I know it's a service that won't disappoint. It does a good job spotting mistakes”

Executive Summary: Research Guidelines for A+ Papers

• Icon Calendar 30 July 2024
• Icon Page 5955 words
• Icon Clock 27 min read

When people work on organizing their research papers, they need effective guidelines on how to write an executive summary. This article provides insights students should grasp to create high-standard texts, including defining what is an executive summary, its meaning, and its basic format and structure. About its structure and format, a particular guideline teaches students all the sections of an executive summary, such as introduction, purpose statement, methods, findings, recommendations, limitations, implementation, and conclusion elements, corresponding contents of each part, and how to write each element. Other insights include 20 tips for producing a high-standard executive summary, including 10 dos and 10 don’ts, what to include, and 10 common mistakes. Lastly, the article gives a sample outline template for writing a good executive summary and a practical example of this section of a research paper.

General Aspects

A habit of reading different types of papers is helpful to a student’s mental preparation for course assessments but, more importantly, to their intellectual development. Reading various types of essays, reports, and research papers also induces mental faculties of intellect, reason, imagination, and intuition, which are essential for academic discourse. Indeed, one can tell a writer who reads habitually by how they construct and defend arguments and ideas in their works. Basically, this guideline for writing an effective executive summary includes essential insights into what students should and should not do when writing this element. In principle, the three main elements of an executive summary are an introduction, key findings, and recommendations. A provided article also defines what is an executive summary and its meaning, outlines its format and distinctive features, shows how to write each part of this section of a research paper, explains concepts, and gives helpful tips for producing a high-standard document. In turn, this guideline gives a sample outline template of a project paper and an example of an executive summary, as well as what people can include and what they should avoid when organizing such an element.

What Is an Executive Summary and Its Purpose

According to its definition, an executive summary is a brief text that accounts for main points of a longer document, mainly a market study report, project plan, and business proposal. In this respect, such a text serves the same purpose as an abstract, the only difference being that it is not used in research papers (Thomas, 2022). Ideally, an abstract is a short and descriptive section of essential details of a research paper, such as background, methodology, results, and conclusion. In contrast, an executive summary means writing a comprehensive overview of a report, research proposal, or project that explains its main points, including recommendations (Rehart, 2021). As such, the main purpose of writing an executive summary is to highlight key points, findings, and recommendations without requiring a reader to read a full report. Practically, an abstract is between 0.5-1 page, while an executive summary is about 5-10% of a document’s total word count. Since the primary purpose of an executive summary is to summarize an entire paper and its research comprehensively, this part precedes an introduction section of a report, proposal, or business plan (Rehart, 2021). In terms of pages and words, the length of an executive summary depends on academic levels and document complexities, while general writing guidelines are:

High School

• Length: 0.5-1 page
• Word Count: 125-250 words
• Length: 1-2 pages
• Word Count: 250-500 words

University (Undergraduate)

• Length: 1-3 pages
• Word Count: 250-750 words

Master’s

• Length: 2-4 pages
• Word Count: 500-1,000 words
• Length: 3-6 pages
• Word Count: 750-1,500 words

Note: Some sections of an executive summary can be added, deleted, or combined with each other, and it depends on an entire paper’s length and its scope of research. Basically, the five main parts of an executive summary are an introduction, problem or purpose, methodology, key findings, and recommendations (Thomas, 2022). Moreover, an executive summary typically appears at the beginning of most documents, before an introduction section and after a title page. In turn, an executive summary is usually one to two pages long, or about 10% of a total length of a main document. Finally, to start an executive summary, people begin with a concise statement that introduces a main paper’s purpose and research scope of a document.

Distinctive Features

An executive summary is identifiable by specific features that distinguish it from other texts, including essays and research papers. For example, to write an executive summary, people clearly and concisely present a main purpose for research, key findings, conclusions, and recommendations of a document, ensuring this part captures a paper’s essence and an actual importance of a full report (Giampalmi, 2023). Essentially, all scholarly documents require the same level of mental preparation by writers to produce high-quality work. However, students must understand that some papers are demanding because of their contents, which underscore a basic essay outline. The main contents that earmark distinctive features of an executive summary are an introduction, a purpose statement, methods, findings, recommendations, limitations, an implementation plan, and a conclusion.

Use exceptional writing services that guarantee original and well-researched papers.

1️⃣ Introduction

An introduction of an executive summary highlights a document’s topic, which emphasizes the type of paper it is, such as a business proposal, project report, or market research report. In principle, an executive summary must be short and precise because a central focus is a chosen topic, and one should use a bridge sentence or short paragraph for an introduction (Falkenberg et al., 2024). In turn, some examples of sentence starters for beginning an executive summary are:

• This executive summary includes critical findings and strategic recommendations derived from a comprehensive analysis of [topic/issue].
• A primary objective of this report is to present main results and implications of extensive research on [topic/issue].
• This document synthesizes essential insights and proposed actions based on a presented investigation of [topic/issue].
• This proposal covers significant outcomes and strategic recommendations for an in-depth study of [topic/issue].
• A particular purpose of this study is to examine key conclusions and actionable insights from an entire evaluation of [topic/issue].
• This plan provides a concise overview of major findings and strategic advice resulting from a particular analysis of [topic/issue].
• A current business report outlines primary discoveries and strategic proposals from a rigorous examination of [topic/issue].
• This project paper aims to present pivotal results and recommendations identified through comprehensive research on [topic/issue].
• This business proposal offers a valid presentation of critical points and strategic implications derived from a particular study on [topic/issue].
• This executive summary for a research paper highlights core findings and proposed strategies based on a detailed literature review of [topic/issue].

2️⃣ Purpose Statement

A purpose statement of an executive summary communicates a document’s primary objective. In this respect, such an element provides a brief background of an assigned topic to enhance a reader’s understanding of an actual essence of an entire document (Rehart, 2021). In turn, a particular language in this part reflects an expected end, while common terms include ‘aim,’ ‘goal,’ ‘purpose,’ or ‘objective.’

3️⃣ Methods

In an executive summary, methods outline a scholar’s approach to achieving a primary objective, such as examining official data, conducting a field study, reviewing existing literature, or interviewing stakeholders. Basically, people need to understand that this component differs from methodology and literature review sections of research papers (Younas & Ali, 2021). In other words, this element does not detail the methods one has used to complete an entire work. On the other hand, authors need to outline particular strategies that help writers to better understand critical issues, such as challenges to a sector, stakeholder sentiments, industry insights, or potential barriers.

4️⃣ Findings

Findings in an executive summary are study outcomes of discussed methods. For example, it is what a scholar has discovered about a specific issue, such as an industry, stakeholders, or a project (Rehart, 2021). This component is crucial to readers because it offers a sneak peek into study outcomes that underscore a primary purpose of an entire document: project report, market research report, or business proposal.

5️⃣ Recommendations

Recommendations in an executive summary underscore a writer’s perspective regarding different issues that a research paper addresses as a challenge or problem. For example, if a given paper is a report about healthcare status, potential challenges or problems it identifies may be nursing shortages or medical errors (Thomas, 2022). In turn, provided recommendations should highlight what stakeholders, like the government and health institutions, must do to overcome these challenges or problems. Finally, such recommendations address what must be done to rectify a situation or make it possible to achieve specific outcomes.

6️⃣ Limitations

Like a research paper, an executive summary must point out some limitations that a document’s author encountered in reporting about a project or business plan. For example, these limitations may include a lack of goodwill among stakeholders, sufficient time to investigate a matter, or resources to execute a particular task (Thomas, 2022). This information is essential to a target audience because it indicates some dynamics influencing a primary objective.

7️⃣ Implementation Plan

An implementation plan is a component in an executive summary that provides a framework for adopting and implementing the recommendations. Typically, this information includes claims and activities, people responsible, a specific timeframe, and budget allocation (Rehart, 2021). Sometimes, an evaluation plan is also part of an implementation section.

8️⃣ Conclusion

A conclusion part of an executive summary is a call to action about a project paper, market research report, or business proposal. Unlike conclusions in other academic papers and essays that summarize paper’s main points, a conclusion part of an executive summary gives a direction about a whole document (Morris et al., 2024). Essentially, writers use this component to call to action an intended audience to adopt offered recommendations or compel stakeholders to adopt a particular perspective. In turn, this part also persuades a target audience to adopt a particular stance regarding a report or proposal.

Length Differences

Students should know the length of each of the above sections, except introduction and conclusion parts, depending on a document’s total length, which determines a specific word count of an executive summary. For example, a long and robust project report or business proposal requires a long executive summary with an extended purpose statement, methods, findings, recommendations, limitations, and implementation, which means the length of 4-10 double-spaced pages, or 2-5 single-spaced pages, or 1,000–2,500 words, depending on a particular volume of an overall work (Rehart, 2021). Typically, introduction and conclusion sections take a statement or short paragraph of 0.5-1 double-spaced page or 125-250 words, irrespective of a research paper or executive summary’s length. However, if a research paper is a long work of more than 10 double-spaced pages, 5 single-spaced pages, or 2,500 words, introduction and conclusion parts should not exceed 5-10% of a whole word count (Rehart, 2021). Besides, a corresponding body section of an executive summary must take about 80-90% of a total word count of a research paper, not less. The word count of a title page, a table of contents, an abstract, a reference page, and an appendix is not considered since these parts are technical and do not mean writing itself.

Structure and Writing of Each Section

Writing an executive summary requires students to demonstrate an understanding of its purpose. This understanding means students should know when to write its content, what to talk about, and how to write each of the sections above. On the other hand, to write a well-organized executive summary for a report, people concisely summarize a paper’s purpose and its scope of research, methodology, key findings, conclusions, and recommendations (Giampalmi, 2023). Therefore, writing an executive summary is essential to approach carefully and with the utmost focus.

1️⃣ Writing an Executive Summary as a Last Action

Because an executive summary overviews an entire research paper, students should write this part after finishing their market research papers, project reports, or business proposals. However, one should read and reread a whole document to know the most significant points forming part of brief components (Thomas, 2022). By writing an executive summary as a last item, one can have a mental picture of what to address to give a target audience a comprehensive sneak peek into a research document.

2️⃣ Making Notes of Important Aspects

While reading and rereading a research paper, students should take notes of the most critical aspects of their work that must appear in an executive summary. Moreover, one should identify crucial information in an introduction, a purpose statement, methods, findings, recommendations, limitations, an implementation plan, and a conclusion (Rehart, 2021). As such, these aspects must address each section above.

Writing an Introduction Part

When writing a college essay introduction, students must refrain from going into details about a specific purpose of a whole text because they will have an opportunity to do so later. While one may mention a document’s background, this person should make it concise to contextualize an assigned topic (Giampalmi, 2023). The most crucial detail is that an introduction part of an executive summary should be a sentence or brief paragraph. In turn, to write a well-structured executive summary for an essay, people succinctly present a main argument, key points, and conclusions of an entire paper, ensuring it captures an actual essence and significance of its content.

Writing a Purpose Statement Part

When writing a research paper’s purpose, students should communicate a specific type of document, such as a business proposal, a market report, or a project composition. The next thing is to state a valid background, provide a particular reason for writing, like sourcing funds, recommend solutions, or report progress and challenges (Rehart, 2021). However, one should avoid going into detail because they will do so later in an executive summary of a research paper.

Writing a Methods Part

When writing a methods section, one should focus on giving an intended audience a sense of a particular strategy that helps achieve study outcomes. However, students should approach this part differently than a methodology section of a research paper (Giampalmi, 2023). Instead, they should mention what they did to execute an entire work, such as interviewing stakeholders or analyzing official data. The best way to approach this section is to list everything one did to make a research paper.

Writing a Findings Part

Since a primary purpose of a findings section in a research paper is to narrate outcomes, students should write it in the past tense. Therefore, when writing this section of an executive summary, authors should see themselves as reporters educating a target audience about what they have learned in executing a particular task (Giampalmi, 2023). An essential detail students should note when writing this section is to refer to credible sources of information that lead to the findings. These reliable sources can be documents, organizations, individuals in leadership, or industry experts.

Writing a Recommendations Part

When writing a recommendations section in an executive summary for a research paper, students should focus on giving a clear and brief paragraph of what should happen after the findings. Essentially, one should address key decision-makers or stakeholders because they are responsible for creating change through policy (Rehart, 2021). The best approach to writing recommendations is to interrogate each challenge or problem and related findings to understand what must happen to create positive outcomes.

Writing a Limitations Part

The best approach to writing a limitations section in an executive summary for a research paper is to interrogate possible challenges. For example, such aspects that one has faced in a discussed project may include as a lack of goodwill among stakeholders or sufficient time, resources, or support (Rehart, 2021). Ideally, authors aim to inform an intended audience of some factors that have complicated their work or may complicate an overall implementation of offered recommendations.

Writing an Implementation Plan Part

When writing an implementation plan in an executive summary, students should focus on telling a target audience a specific procedure for actualizing provided recommendations. In this respect, the best approach to writing this section is to interrogate offered recommendations to determine what must happen to actualize each (Giampalmi, 2023). In principle, some issues to consider may include people in charge of implementation, such as an organization’s human resource director, a specific time it would take to actualize (timeline), a study budget, and how to measure success (evaluation).

Writing a Conclusion Part

When writing a conclusion part, students should aim to persuade an intended audience to adopt a particular stance regarding a research paper or proposal. Although one might reiterate a particular topic, it is not necessary to mention each of the preceding sections (Giampalmi, 2023). Instead, authors should focus on sending a strong communication regarding a central theme of a document. The best approach to writing a conclusion section is to influence a target audience’s perspective on an assigned topic in accordance with offered recommendations and implementation plan steps.

3️⃣ Explaining Acronyms, Abbreviations, and Key Terms

Since an executive summary is an overview of a market research paper, project report, or business plan, authors should write it clearly and precisely. For example, to write a correct executive summary for a research proposal, people briefly summarize a suggested purpose, key objectives, methodology, expected outcomes, and recommendations (Thomas, 2022). As such, the best approach is to use simple language and define all acronyms, abbreviations, and key terms. In turn, students should not assume that readers know what each acronym, abbreviation, and key term means when they read complete documents.

4️⃣ Proofreading, Revising, and Editing

After completing writing a research paper, students should proofread a complete document to identify grammatical and formatting mistakes and inconsistent arguments and ideas. For example, the best way to fix these mistakes and flaws is to revise a whole research paper by fixing mistakes, like missing punctuation and wrong citations, and editing a document by adding or deleting words and sentences to create a logical order of thoughts and ideas (Giampalmi, 2023). In turn, authors must be factual, not use word count fillers, and avoid unnecessary repetitions. Besides, they should know that a target audience is not interested in stories but in factual communication that makes logical sense.

Outline Template

Like essays, executive summaries have a specific structure students should demonstrate in their writing. The sections above underscore this outline template, meaning students should know what each section of writing an executive summary for a research paper entails and how to write it. Basically, the best way to write a high-quality executive summary is to create a template and populate this outline with ideas for a project, a business plan, a proposal, or a report (Giampalmi, 2023). In turn, such a preparation helps students to have a mental picture of a particular kind of document they want to have and a right attitude when writing.

I. Introduction: [Introduce a specific topic and state a particular kind of document, such as a market research paper, project report, or business plan].

II. Purpose Statement: [Explain a primary objective of a research paper, such as investigating a problem, souring some funds, or reporting its progress].

III. Methods: [Enumerate how a specific task is accomplished, such as examining official data, interviewing stakeholders, or reviewing existing literature].

IV. Findings: [Provide study outcomes of discussed methods, such as what official data reveals, stakeholders’ sentiments, or what research says].

V. Recommendations: [State clearly what stakeholders or key decisions must do to address possible challenges or problems that the findings reveal].

VI. Limitations: [Discuss defined challenges or problems that were encountered in completing a particular task, such as poor time management, a lack of support, or absent goodwill by stakeholders].

VII. Implementation Plan: [Include what stakeholders or key decision-makers must do to actualize provided recommendations, such as identifying a person responsible and establishing a budget and timeline].

VIII. Conclusion: [Persuade a target audience to adopt offered recommendations and work toward creating change by facilitating an implementation plan].

Join our satisfied customers who have received perfect papers from Wr1ter Team.

Executive Summary Example

Topic: A Need for Proactive Climate Change Initiatives

I. Introduction

Stakeholders in a particular climate change discourse must shift their focus from discourse to practical, proactive measures to demonstrate seriousness in tackling the biggest threat of the millennium.

II. Purpose Statement

A Particular purpose of writing this executive study is to examine a current status of a climate change discourse, interrogate dynamics that make it unpromising as a practical solution to a particular crisis, and recommend what stakeholders must do to restore hope to millions globally who are afraid that climate change poses the biggest threat to an overall existence of current and future generations.

III. Methods

An executive report employs several data-gathering methods to achieve these objectives, including examining a climate change discourse over the decades to identify key themes: environmental policies, greenhouse gases, industrial pollution, natural disasters, weather forecasts, and others. Another method is interrogating research and official data on climate change by government agencies in the last three decades. A current report also considers interviews with environmentalists, social justice advocates, government officials, and leaders of organizations that dedicate their mission to creating awareness about a particular need for environmental conservation and preservation.

IV. Findings

Overall, the methods above reveal worrying findings about a discussed climate change discourse:

• Human activities, including industries and deforestation, have increased global warming to 1.1 degrees C, triggering unprecedented changes to the Earth’s climate. The lack of consensus on reversing human-induced global warming among the most industrialized countries suggests that such a trend will worsen in the coming decades.
• Adverse impacts of climate change are evident on people and ecosystems. Without urgent practical interventions, these impacts will become more widespread and severe with every additional degree of global warming.
• Developing and implementing adaptation measures in communities can effectively build and foster the resilience of people and ecosystems. However, stakeholders must interrogate their climate change funding priorities for effective proactive interventions.
• Communities will continue recording climate-induced losses and damages as long as communities cannot adapt to some impacts of this global problem. An example is 1.1 degrees C of global warming.
• Projections indicate global greenhouse gas (GHC) emissions will peak at 1.5 degrees C before 2025 in selected at-risk pathways.
• Burning fossil fuels remains a leading cause of a global climate crisis.
• Carbon removal is the most effective and practical solution to limiting global warming from peaking at 1.5 degrees C.
• There is a lack of commitment by key stakeholders to finance climate change mitigation and adaptation.
• Climate change and collective efforts to mitigate and adapt to its impacts will exacerbate global inequity if stakeholders do not prioritize just transition.

These findings of a research paper confirm that a climate change discourse is alive to the threat the global problem poses to people and ecosystems and the weaknesses in current interventions.

V. Recommendations

This executive report recommends that key stakeholders, including governments, communities, policy experts, and financiers, must adopt to prioritize practical solutions to the global climate crisis.

• Stakeholders must target a net-zero climate-resilient future through urgent, systemwide transformations.
• Adopt policies that enhance access to fresh produce by establishing a relationship between farmers and consumers.
• Improve awareness about the critical benefits of organic foods.
• Consider policies that promote regenerative farm practices to eliminate toxins and revitalize soils.
• Create infrastructures for transforming waste into compost manure for farm use.
• Develop policies that encourage communities to embrace a green neighborhood.

VI. Limitations

This executive report recognizes several limitations that have made a real fight against climate change unproductive and threaten current and future endeavors to arrest the crisis. For example, stakeholders need to note that these limitations may undermine a particular implementation of provided recommendations in this report. One limitation is a lack of goodwill among key stakeholders. The four leading industrial powers, namely the United States, China, India, and Brazil, contribute to significant global atmospheric temperature increases. Traditionally, these countries have refused to agree on how to cut back on industries primarily because they are the main drivers of their economies. Another limitation is the mis-prioritization of financing, where much focus is on theoretical interventions, such as agreements and seminars, at the expense of practical solutions like building infrastructures for transforming waste into usable products. While stakeholders agree on an actual essence of the 3R (reuse, reduce, and recycle) framework, there is little practical implementation at the community level.

VII. Implementation Plan

A particular implementation plan for recommendations provided above recognizes government agencies as the most suitable implementers because official bodies are key stakeholders who finance climate change initiatives. A proposed business plan considers that, to shift a current climate change fight from mere discourse to practical evidence, stakeholders must prioritize the following:

• A budget of at least $50 million annually at the country level;
• A period of between 2-5 years; and
• Periodic evaluation of progress through at least one annual seminar or conference.

VIII. Conclusion

This executive research paper calls on all stakeholders in a discussed climate change discourse to reconsider a current focus by recognizing its failure to create meaningful change as evidence shows this crisis continues to worsen. Instead, they should focus on practical, proactive interventions focusing on communities because that is where much environmental damage happens. It is also where defined adversities of a current crisis manifest most powerfully.

Steps on How to Write an Executive Summary

Writing an executive summary is a technical undertaking requiring students to consider each section’s basic structure and essential details. When writing a research paper, one must know when to write each section and what to say (Thomas, 2022). In this respect, preparation, stage setup, writing a first draft of an executive section, and wrap-up are essential steps students should follow to produce a research paper document that meets quality standards. As a result, an executive summary should include a document’s purpose, key findings, conclusions, and recommendations.

Step 1: Preparation

As a first step in writing an executive summary, preparation helps auhtors to develop a proper mindset. For example, this step involves knowing a basic structure and what to write in each section of a research paper (Giampalmi, 2023). Therefore, a critical task for students in this stage is constructing a basic structure and stating what must happen in each section.

Step 2: Stage Setup

Setting up a stage is a second step in writing an executive summary. For instance, this step involves reading and rereading a document to identify critical details to address in each section of a basic structure (Giampalmi, 2023). The best approach to achieve this outcome is to make notes of the most vital data when reading a research paper.

Step 3: Writing a First Draft

A third step is to create a first draft of an executive summary by putting all the critical data into relevant sections. Ideally, people must start with a clear introduction where they point out a focal point of a research paper and then move to a study’s purpose statement, methods, findings, recommendations, limitations, implementation plan, and conclusion (Rehart, 2021). Each research section must summarize and not explain the most critical data.

Step 4: Wrap-Up

Wrapping a first draft into a final version of a research paper is a last step in writing an executive summary. This stage involves proofreading, revising, and editing a first version of an executive section to eliminate grammar mistakes and inconsistent statements (Rehart, 2021). As a result, authors must perfect their executive summaries of research papers by fixing errors and flaws that affect a logical progression of ideas and thoughts and an overall quality of an entire text.

Writing an executive summary can be demanding, particularly for students who do not prepare well or do not know what is most important. The following tips can be helpful: begin an executive summary by explaining why a specific topic is important; state a particular purpose of a research paper by outlining a unique problem and why it is essential or relevant to an intended audience; explain study methods that help to execute a defined task; state research findings; enumerate some limitations by addressing dynamics that undermine an overall implementation of solutions; consider different recommendations and list them using numbers or bullet points; outline an implementation plan that identifies a person or entity that oversee its execution, a budget allocation, and how to evaluate progress; and write a conclusion that persuades a target audience to adopt a particular perspective about a chosen topic. In turn, 10 dos and 10 don’ts that people should consider when writing their executive summaries in their research papers are:

• reading a research paper thoroughly to identify a primary objective, methods for collecting data, key findings, recommendations, significant limitations, and an implementation strategy;
• considering an intended audience of an executive summary to determine whether to use simple or technical language;
• writing formally and avoiding jargon;
• outlining a specific structure that considers all the main sections (introduction, purpose statement, methods, key findings, recommendations, limitations, implementation, and conclusion);
• organizing a brief text in a summary format;
• using a short, clear, precise, and captivating opening statement to hook readers;
• including each section to state the most critical details;
• focusing on summarizing a research paper rather than explaining its contents;
• reviewing a complete document for incorrect information;
• proofreading, revising, and editing an executive summary to eliminate all mistakes.

10 Dont’s

• using jargon to simplify complex terms and phrases;
• explaining rather than summarizing a research paper;
• creating too many grammar mistakes, such as missing punctuation and confusing words with a similar pronunciation;
• ignoring a basic outline for writing;
• writing a lengthy introduction;
• concentrating on some sections more than others;
• explaining ideas or concepts not discussed in a main text;
• providing a very short or long summary that does not align with a document’s total word count;
• beginning an executive summary with anecdote or irrelevant information;
• placing an executive summary at the end of a research paper.

Things to Remember

An executive summary in APA or any other format is a brief and well-structured summary of a long scholarly document, such as a research paper, that follows corresponding style guidelines, including a title, a clear statement of main points, and proper citations. In turn, general writing recommendations to remember include:

• Tell an interesting story. Writers should approach an executive summary as a platform for inducing a reader’s interest in reading a research paper. As such, one should use each section to tell what is most crucial to an intended audience.
• Highlight critical data. Writers should focus on what is most critical in each section of a brief text, emphasizing statistical data because it is visually captivating.
• Maintain a formal tone from beginning to end. Writers should avoid using jargon to simplify complex concepts or terminologies.
• Write an executive summary after completing an actual research paper. Writing an executive summary as a last element of a research paper helps one to approach this document as a final overview of main points. In turn, a typical mistake of starting an executive summary before writing an actual research paper is that authors can write about details they fail to address in a final version of a document.

What to Include

Common Mistakes

• Being Too Lengthy: An executive summary should be concise and straight to a single point, avoiding unnecessary details.
• Lacking Clarity: Failure to clearly present main points can confuse readers and dilute the impact.
• Ignoring a Target Audience: Not tailoring a presented content to specific needs and interests of an intended audience can make it less relevant and engaging.
• Overloading With Technical Jargon: Using too much technical language can make it difficult for non-expert readers to understand its content.
• Missing Key Information: Omitting essential findings or recommendations can leave readers without a clear understanding of a report’s significance.
• Focusing on Minor Details: Including trivial details can distract from a main message and reduce a research paper’s effectiveness.
• Inconsistent Tone: An inconsistent tone can make a brief text appear unprofessional and disorganized.
• Lack of Structure: Without a clear structure, a particular content can be hard to follow and fail to highlight the most important points.
• Repeating Content: Repeating the same information all the time can make a text redundant and longer than needed.
• Failing to Highlight Conclusions: Not emphasizing main conclusions and recommendations can leave readers uncertain about next steps.

This guide on how to write a well-organized executive summary of a research paper emphasizes its purpose and structure. Basically, such an element covers key sections, such as an introduction, background, objective, methods, findings, analysis, conclusions, and recommendations. Furthermore, effective executive summaries are clear, concise, and relevant, providing essential information without unnecessary details. As a result, following structured tips, like avoiding jargon and emphasizing key points, ensures this part of a research or any other type of paper communicates a document’s essence effectively.

Falkenberg, L. J., Joyce, P. W., & Soranno, P. A. (2024). How to write lay summaries of research articles for wider accessibility. Limnology and Oceanography Letters , 9 (2), 93–98. https://doi.org/10.1002/lol2.10373

Giampalmi, J. (2023). College research papers for dummies . John Wiley & Sons, Inc.

Morris, W., Crossley, S., Holmes, L., Ou, C., Dascalu, M., & McNamara, D. (2024). Formative feedback on student-authored summaries in intelligent textbooks using large language models. International Journal of Artificial Intelligence in Education , 1–22. https://doi.org/10.1007/s40593-024-00395-0

Rehart, M. J. (2021). Writing business research reports: A guide to scientific writing . Routledge.

Thomas, C. G. (2022). Research methodology and scientific writing . Springer.

Younas, A., & Ali, P. (2021). Five tips for developing useful literature summary tables for writing review articles. Evidence Based Nursing , 24 (2), 32–34. https://doi.org/10.1136/ebnurs-2021-103417

To Learn More, Read Relevant Articles

Influence of Colors on Mood and Behavior

• Icon Calendar 25 August 2023
• Icon Page 757 words

Influence of Social Media on Modern Society

• Icon Calendar 24 August 2023
• Icon Page 835 words

How to Write an Executive Summary Execs Can't Ignore [+ 5 Top Examples]

Published: May 30, 2024

Early in my career, I was intimidated by executive summaries. They sounded so corporate and formal. But, proper name aside, they’re really just the elevator pitch or the TL;DR (too long, didn’t read) of a document.

Writing an executive summary is an important leadership skill, whether you're an entrepreneur creating a business plan or a CEO delivering a quarterly report.

So, let’s sharpen that skill.

What is an Executive Summary?

An executive summary is a brief overview of a longer professional document, like a business plan, proposal, or report. It's commonly at the beginning of a document and aims to grab a reader’s attention while summarizing critical information such as the problem or opportunity being addressed, objectives, key findings, goals, and recommendations.

Ultimately, an executive summary gives readers a concise overview of the most important information in a document, so they don't have to read the entire thing.

Think of it like the SparkNotes of the business world.

Documents that frequently have an executive summary include:

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

How does it differ from other business statements? Let’s compare.

Free Executive Summary Template

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

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

Download Free

All fields are required.

You're all set!

Click this link to access this resource at any time.

Executive Summary vs. Business Plan

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

A business plan includes a company overview, short-term and long-term goals, information on your product or service, sales targets, expense budgets, your marketing plan, and even team information

Business plans are very detailed and comprehensive. They can be as short as a dozen pages or as long as 100 pages. The executive summary is the first section of the business plan.

An in-demand CEO or investor might not have the bandwidth to read your full business plan without first understanding your company or goals. That’s where an executive summary comes in handy.

Note: Need help putting together your business plan? We’ve got a template for you.

Executive Summary vs. Mission Statement

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

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

I also love how we define key terms to help readers understand the rest of the report. This is an excellent example of setting the tone for the rest of your document in an executive summary and making it easier to navigate.

3. ClickUp: Product Update Release Notes

Now, I know this article is about writing an executive summary, but I love ClickUp’s unique approach with its product release notes videos.

This digital report from research firm McKinsey Global Institute features an executive summary titled “At a Glance.”

Here, the organization recaps the key findings from its 56-page research report in six easy-to-skim bullet points.

It’s compelling, easy to digest, and makes it easy to jump into the full report with download links.

5. UN: World Economic Situation and Prospects 2024

Finally, we have a fairly traditional approach to an executive summary from the United Nations (UN) , clocking in at 16 pages.

Now, I know. Sixteen pages seems lengthy, but the full report is just shy of 200 pages.

The executive summary highlights the report’s largest conclusions with headers. Then, it expands on those headers with relevant statistics. It also uses bold font to draw attention to the countries or regions affected (something the reader will likely be most interested in).

The tone and visual design are both formal, which matches the esteem of the United Nations. Overall, this executive summary does an admirable job of making the report's information more approachable.

Make your executive summary memorable.

Make sure your executive summary is strong. Tell your story. Include compelling data and facts. Use easy-to-understand and digest language. If you can, get visual.

An executive summary should be concise, but also memorable. After all, this may be the only part of your proposal, report, or analysis that actually gets read.

Use the guidance above to ensure your executive summary resonates with your audience and opens the door to the opportunities you crave.

Editor's note: This post was originally published in December 2018 and has been updated for comprehensiveness.

Don't forget to share this post!

Related articles.

18 of My Favorite Sample Business Plans & Examples For Your Inspiration

23 of My Favorite Free Marketing Newsletters

The 8 Best Free Flowchart Templates [+ Examples]

What is a Business Plan? Definition, Tips, and Templates

7 Gantt Chart Examples You'll Want to Copy [+ 5 Steps to Make One]

20 Free & Paid Small Business Tools for Any Budget

Maximizing Your Social Media Strategy: The Top Aggregator Tools to Use

The Content Aggregator Guide for 2024

16 Best Screen Recorders to Use for Collaboration

Marketing software that helps you drive revenue, save time and resources, and measure and optimize your investments — all on one easy-to-use platform

Home | News & Insights | How to Write an Executive Summary

How to Write an Executive Summary

3rd Sep, 2024

Depending on the type of organisation you’re in and the work involved, an executive summary can be an incredibly useful way to quickly and clearly communicate the key takeaways of a larger document. With a greater understanding of how to effectively compose an executive summary, you can ensure that any project documents, proposals or surveys provide the relevant information for stakeholders, and convey the intended message. In this guide, we will explain how to write an executive summary, with all the best tips and details to ensure you can successfully create tailored summaries for your business.

What is an executive summary?

Before we look at how to write one, it’s important to know exactly what an executive summary is. An executive summary is essentially an overview of a document, more detail-rich and often long documents . The exact length of your executive summary and its contents will depend on what document it is summarising. However, executive summaries typically range from one to two pages long. Your summary should share all the information that your readers and stakeholders need to know about the document, providing them with the details they need to succeed before they have even read the main body of the document.

When are executive summaries used?

Executive summaries are most commonly used in the following types of documents:

• Research reports
• School reports
• Environmental studies
• Project proposals
• Market surveys
• Business cases
• Project plans

Why are executive summaries important?

If you’re writing any of the above documents an executive summary should be an essential component. This is because your readers might not have time to go through the full document straight away after initially receiving it. Therefore, a strong executive summary should be able to provide a clear overview of the contents of the document, and when they do intend to go through it fully, it should keep their attention and motivate them to continue reading .

Additionally, the summary might contain important details for stakeholders, ensuring they can prepare for future meetings and quickly follow up on specific areas of the document.

What should an executive summary include?

A high-quality executive summary should offer a brief statement of the key topics being covered within the document. It’s important to keep in mind that it is a summary, meaning you should keep the language succinct and to the point, aiming to stay within the one to two-page range referenced earlier in this guide. The main elements that you will want to include in your executive summary are:

• An overview of what the document is about, such as the challenges a business is currently having, or a proposal for a new product.
• A clear analysis of the problem.
• Background information that applies to the reader.
• Conclusions the author has reached.

How to write an executive summary

Your executive summary should be written in a professional manner , as well as being clear and concise. It can be beneficial before you start writing it to do some research and potentially find a template that reflects the type of summary or document you’re writing. For example, E-Sign has a wide range of useful templates that our clients can utilise, including a grant proposal template , that features an executive summary section. Also, you should ask any questions to your colleagues or management prior to writing, to ensure that you format and style the summary appropriately to your organisation . Follow the steps below to write a great executive summary.

1. Start with the problem and proposed solution 

First, make sure that you have read the document in its entirety multiple times, so you can quickly highlight the main points, problems, and advice. You should begin your executive summary by explaining why the document and the project it discusses are important . 

Clearly explain the background detail of what the problem is, including any relevant research or feedback that supports this. This should be followed by why it is essential to solve the problem, including how the resolution will benefit your customers and other stakeholders. 

For example, if your document is proposing an environmental study, you should establish the value of the study, what information it can provide in order to make crucial sustainable changes, who will benefit from the outcome of the study etc.

2. Detail the project’s objectives or the solution it intends to provide

After presenting the problem in the first part of your executive summary, you will want to follow up by outlining your solution . This includes explaining and convincing your readers why this solution is the best option to solve the problem. You can support these claims by broadly describing what will happen during the project and the intended outcomes. 

However, the executive summary will be situated at the start of the proposal/project plan. So it’s ok not to have all your deliverables and milestones mapped out at this stage, more details will be provided to the reader as they progress through the document. If you want to include an overview of the project’s core deliverables and timelines, it may be beneficial to create a project roadmap before writing this part of your executive summary.

3. Explore the value of the solution

For this part of the summary, you will start to go into more detail about how the solution will impact and improve upon the challenges discussed at the beginning of the document. This is likely to include any expected results, relevant financial details, project risks, and potential benefits. It’s common in this section of the summary to relate the project to your overall company goals, objectives, and values.

4. Conclude with the importance of your work

Once you have provided the key information to your readers and stakeholders, you should close your executive summary by emphasising the impact and importance of this project on your organisation and the wider community overall . It should leave a lasting impression on the reader, resonating with their values and encouraging them to support the proposed plan. Incorporating a call to action and leaving the reader wanting to continue the document are good ways to conclude your executive summary.

Executive summary example template

Every executive summary might look different, depending on the type of document you are creating the summary for, your industry and organisation etc. When considering how to format your executive summary, you should keep the intended audience in mind and whether your company has any set requirements. Whilst the above details the elements you will want to include in terms of written content, below is a brief executive summary template, showing how you may want to lay out your content when writing your own.

[Introduction/problem statement]

Example – The city of (city/town name) has been facing a steady decline for various reasons including (increased unemployment rates, and increased crime rates amongst young people). According to recent research by (well-known institution) (relevant statistics, e.g., anti-social behaviour by young people has risen by 10%). In correlation with this (more relevant statistics, e.g., 1 in 3 families say that they would benefit from having more activities for their kids to do outside of school) .

[Proposed solution]

Example – Our architectural project has been effectively planned to address the core issues discussed above, and avoid the deficiencies of previous attempts at bringing a community building to the local area. The project is not just about constructing the building itself, but also ensuring that an infrastructure is in place that actively encourages the community to utilise the space and services it will provide. It will create job opportunities and support families that are looking for positive activities their children can become involved in.

Example – Our objectives for this project are (list objectives) with regular reviews to ensure we are meeting the targets we set out. Following the successful completion of this project, our next step is implementing our work on a wider scale to make a difference in the lives of individuals and communities around the world. The total cost to carry out this work is (total figure) and your investment of (figure) is the ideal amount to complete our funding and get the project started.

[Conclusion and next steps]

Example – There is a growing need for a modern community centre where children and young people can go to give them purpose, and activities that are relevant to their interests. It’s important to invest in projects that will support younger people, allowing them to successfully flourish and positively transition into the working world. By the end of this project, we anticipate (outcomes including data estimates, e.g.10,000 people can benefit from the community centre we build). Find out more about our organisation and this project here.

A well-written executive summary can set the tone for the rest of your proposal/project plan , and make a significant difference in achieving the intended outcomes of the document. For example, if you’re sending a proposal to potential investors, your executive summary will provide them with the initial facts that might influence their decision before they have read the full document. 

As an electronic signature and digital document solutions provider, E-Sign understands the importance of creating and sending high-quality documents for signature, like proposals and plans that feature executive summaries. There are many benefits to implementing an e-signature platform like E-Sign into your document workflows including increased efficiency, cost savings, reduced carbon emissions and more . 

Contact us today to discuss your requirements and our digital transformation team can help to provide you with a tailored plan that meets your needs. You can also get started with E-Sign by registering for our 14-day free trial , allowing you to try the features and functionality of the platform yourself, and see how it can support your organisation’s document processes.

Luke Garrett

Head of digital transformation.

Luke works with organisations to evaluate their existing processes, assessing the organisational change and change management processes that a business may require. He leads organisations through the process and ensures a smooth transition to the most effective operations.

PREVIOUS ARTICLE

E-Sign Achieves FSQS Certification

Sep 3rd, 2024

Accreditations & Awards

Reviews & Security

Request a Quote

Contact Name *

Company Name *

Telephone *

Business Plan Executive Summary Example & Template

Updated: Jun 3, 2024, 1:03pm

Table of Contents

Components of an executive summary, how to write an executive summary, example of an executive summary, frequently asked questions.

A business plan is a document that you create that outlines your company’s objectives and how you plan to meet those objectives. Every business plan has key sections such as management and marketing. It should also have an executive summary, which is a synopsis of each of the plan sections in a one- to two-page overview. This guide will help you create an executive summary for your business plan that is comprehensive while being concise.

Featured Partners

ZenBusiness

$0 + State Fees

Varies By State & Package

On ZenBusiness' Website

Northwest Registered Agent

$39 + State Fees

On Northwest Registered Agent's Website

Tailor Brands

$0 + state fee + up to $50 Amazon gift card

Varies by State & Package

On Tailor Brands' Website

$0 + State Fee

On Formations' Website

The executive summary should mimic the sections found in the business plan . It is just a more concise way of stating what’s in the plan so that a reader can get a broad overview of what to expect.

State the company’s mission statement and provide a few sentences on what the company’s purpose is.

Company History and Management

This section describes the basics of where the company is located, how long it has been in operation, who is running it and what their level of experience is. Remember that this is a summary and that you’ll expand on management experience within the business plan itself. But the reader should know the basics of the company structure and who is running the company from this section.

Products or Services

This section tells the reader what the product or service of the company is. Every company does something. This is where you outline exactly what you do and how you solve a problem for the consumer.

This is an important section that summarizes how large the market is for the product or service. In the business plan, you’ll do a complete market analysis. Here, you will write the key takeaways that show that you have the potential to grow the business because there are consumers in the market for it.

Competitive Advantages

This is where you will summarize what makes you better than the competitors. Identify key strengths that will be reasons why consumers will choose you over another company.

Financial Projections

This is where you estimate the sales projections for the first years in business. At a minimum, you should have at least one year’s projections, but it may be better to have three to five years if you can project that far ahead.

Startup Financing Requirements

This states what it will cost to get the company launched and running. You may tackle this as a first-year requirement or if you have made further projections, look at two to three years of cost needs.

The executive summary is found at the start of the business plan, even though it is a summary of the plan. However, you should write the executive summary last. Writing the summary once you have done the work and written the business plan will be easier. After all, it is a summary of what is in the plan. Keep the executive summary limited to two pages so that it doesn’t take someone a long time to peruse what the summary says.

Start A Limited Liability Company Online Today with ZenBusiness

Click to get started.

It might be easier to write an executive summary if you know what to expect. Here is an example of an executive summary that you can use as a template.

Bottom Line

Writing an executive summary doesn’t need to be difficult if you’ve already done the work of writing the business plan itself. Take the elements from the plan and summarize each section. Point out key details that will make the reader want to learn more about the company and its financing needs.

How long is an executive summary?

An executive summary should be one to two pages and no more. This is just enough information to help the reader determine their overall interest in the company.

Does an executive summary have keywords?

The executive summary uses keywords to help sell the idea of the business. As such, there may be enumeration, causation and contrasting words.

How do I write a business plan?

If you have business partners, make sure to collaborate with them to ensure that the plan accurately reflects the goals of all parties involved. You can use our simple business plan template to get started.

What basic items should be included in a business plan?

When writing out a business plan, you want to make sure that you cover everything related to your concept for the business,  an analysis of the industry―including potential customers and an overview of the market for your goods or services―how you plan to execute your vision for the business, how you plan to grow the business if it becomes successful and all financial data around the business, including current cash on hand, potential investors and budget plans for the next few years.

• Best LLC Services
• Best Registered Agent Services
• Best Trademark Registration Services
• Top LegalZoom Competitors
• Best Business Loans
• Best Business Plan Software
• ZenBusiness Review
• LegalZoom LLC Review
• Northwest Registered Agent Review
• Rocket Lawyer Review
• Inc. Authority Review
• Rocket Lawyer vs. LegalZoom
• Bizee Review (Formerly Incfile)
• Swyft Filings Review
• Harbor Compliance Review
• Sole Proprietorship vs. LLC
• LLC vs. Corporation
• LLC vs. S Corp
• LLP vs. LLC
• DBA vs. LLC
• LegalZoom vs. Incfile
• LegalZoom vs. ZenBusiness
• LegalZoom vs. Rocket Lawyer
• ZenBusiness vs. Incfile
• How To Start A Business
• How to Set Up an LLC
• How to Get a Business License
• LLC Operating Agreement Template
• 501(c)(3) Application Guide
• What is a Business License?
• What is an LLC?
• What is an S Corp?
• What is a C Corp?
• What is a DBA?
• What is a Sole Proprietorship?
• What is a Registered Agent?
• How to Dissolve an LLC
• How to File a DBA
• What Are Articles Of Incorporation?
• Types Of Business Ownership

Next Up In Business

• Best Online Legal Services
• How To Write A Business Plan
• Member-Managed LLC Vs. Manager-Managed LLC
• Starting An S-Corp
• LLC Vs. C Corp
• How Much Does It Cost To Start An LLC?

What Is SNMP? Simple Network Management Protocol Explained

What Is A Single-Member LLC? Definition, Pros And Cons

What Is Penetration Testing? Definition & Best Practices

What Is Network Access Control (NAC)?

What Is Network Segmentation?

How To Start A Business In Louisiana (2024 Guide)

Kimberlee Leonard has 22 years of experience as a freelance writer. Her work has been featured on US News and World Report, Business.com and Fit Small Business. She brings practical experience as a business owner and insurance agent to her role as a small business writer.

Cassie is a deputy editor collaborating with teams around the world while living in the beautiful hills of Kentucky. Focusing on bringing growth to small businesses, she is passionate about economic development and has held positions on the boards of directors of two non-profit organizations seeking to revitalize her former railroad town. Prior to joining the team at Forbes Advisor, Cassie was a content operations manager and copywriting manager.