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Business Plan Executive Summary Example & Template
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Updated: Jun 3, 2024, 1:03pm
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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.
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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.
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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.
![sample business plan executive summary pdf](https://thumbor.forbes.com/thumbor/fit-in/x/https://www.forbes.com/advisor/wp-content/uploads/2022/10/Example_of_an_Executive_Summary.png)
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.
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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.
Executive Summary Examples & Templates
When introducing your business to angel investors, stakeholders, and venture capitalists, they won’t want to sit through fifty pages explaining why they should work with you. A simple and effective way to present your business in a palatable way is to write an executive summary. This document can tell the potential investors what to expect from the meeting where you will discuss your business plan or investment proposal. It will summarize the reason for your project.
Have you ever prepared an executive summary? If not, the following guideline and Executive Summary Example should help you create a concise and compelling one.
What Is an Executive Summary?
An executive summary is a broad overview of a business document that tells the reader everything they need to know about a business plan or investment proposal. While the length and scope will often depend on the document being summarized, most executive summaries are about one to two pages long. Important documents that usually include an executive summary include:
- Project plans
- Business cases
- Project proposals
- Environmental studies
- Research documents
- Market surveys
Purpose of an Executive Summary
As mentioned, most lenders, executives, managers, and investors will not want to take time out of their busy day to read an entire novel-sized document. Still, they will want to know what your plan is about and why they should invest in or approve it. A summarized version of the plan – the executive summary – presents an analysis of all your arguments, funding considerations, and projected returns, among other key details. This is often enough to convince them to take a better look at your plan.
Essential Elements of an Executive Summary
A business plan consists of your company’s mission, vision, product or service description, brand identity, goals, target market, and financial projections. In turn, an executive summary should be a short version of your business plan. It should contain the following details:
- Your company’s name and office locations
- Mission and vision
- A brief history and company description
- An overview of your management, advisors, and employees
- A product or service description, including its niche market and competition status – how does it stand out from products from other companies?
- Company goals and objectives
- Startup financial budget and projected returns
- A review of how the reader can help you accomplish your goals
How to Write an Executive Summary
Most executive summaries have four main parts: the problem, the solution, the value of the solution, and the takeaway. The following step-by-step guide will help you flesh out these elements with information that your stakeholders want to know.
Step 1: Define the Pain Point
Start by defining the problem that your business plan or project proposal aims to solve. Include market research and customer feedback to back up your claims and explain why this problem is worth solving. How will solve it helps your target market? Why does it matter?
Step 2: Outline Your Solution
Next, explain your solution and convince the stakeholder that it is the right approach to the problem. Answer the question, ‘how will my product or service solve the problem?’ Once you have, support your solution with facts and figures.
Tip: At the time of writing an executive summary, you will often not have the complete map of your product or service and milestones. Rather than use this document to brainstorm, briefly tell the reader what you plan to do and back it with success-rate research.
Step 3: Expound on the Value of Your Solution
Now, go into detail about how the solution you have described will solve the problem you defined in step 1. Why is your solution important? What results will it yield? This is also where you should highlight potential returns, projected risks, and financial projections for the solution. You should also explain how it ties into your company’s mission, vision, and goals.
Step 4: Supply the Takeaway
Lastly, guide the reader to a takeaway by telling them what they should conclude from your executive summary. Think of this as one final chance to convince them to get on board.
Executive Summary Example
The following is an Executive Summary Example for the imaginary company: Green Future Ltd.
Company Mission
Green Future Ltd. provides green energy solutions to factories, industries, warehouses, and homes, allowing efficient functioning that is safe to both the user and the environment. Our mission is to help you watch TV, drive your tractor, and perform your manufacturing process without worrying about your health or those around you.
Company and Management
The Green Future Ltd.’s main office is located in Jersey City, New Jersey, with branches in Huntington Beach and Bayonne. It is owned and run by Holly Howard, Ph.D., an environmental engineer at MIT, and James Sutton, MBA, who has 30 years of experience in green solar energy solutions.
The company management consists of the two owners and a board of advisors that includes:
- Malcolm Right, CEO of Right Engineering Firm LLP
- Att. Grace Hawkins of the Law Offices of Grace Hawkins (Environmental Law)
- Hellen Irene of ABC Marketing and Accounting
Our Services
We cater to industries, companies, farms, and homeowners that would like to switch to more affordable, environment-friendly, and efficient energy sources and systems. Our services include:
- Solar panel installation
- Panel restorations
- Windmill constructions
- Biogas plant construction
- Bio-digester system installation
- Energy consultations
- Large scale green energy solutions
- Energy recycling
- Round-the-clock repair services
Recently, the call for industries to turn to green energy has become more prominent. More and more companies in New Jersey are looking for ways to optimize their energy use for more efficiency in industrial processes, a smaller carbon footprint, and affordable solutions. According to our market research, eight out of every ten business owners in Jersey City alone plan to switch to solar energy within the next five years.
Competitive Edge
Currently, there are five companies offering green energy solutions in New Jersey but none at our scale. Four of these businesses cater to small-scale farms and homes, while one only focuses on large plants. Green Future Ltd. emphasizes its all-size approach because our solutions can be up or downscaled to meet the needs of a single homeowner or multi-warehouse industry. Our technicians are also highly accredited and from prestigious engineering schools in the country.
Financial Projections
Our market research shows sales projections of $3.6 million for the first year and a steep 20 percent growth rate for the next four years.
Startup Requirements
Green Future Ltd will need $1.5 million in startup costs to finance this first year of operation. The owners have already invested $900,000 toward the capital.
Executive Summary Samples & Templates
![sample business plan executive summary pdf Executive Summary Example #01](https://www.docformats.com/wp-content/uploads/2021/07/Executive-Summary-Example-01.png)
An executive summary is a brief overview of a business plan or project proposal, usually found among the first pages of the entire document. It captures the reader’s attention and tells them everything they need to know about the company, your plans, and where they come in – so they can decide whether to invest in or approve your plan (project). If you are preparing to meet with potential stakeholders, this guide and the Executive Summary Example should help you capture and keep their attention.
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Free Executive Summary Template [PDF + Masterful Examples]
Use these templates to craft an effective executive summary for your business or project.
According to Time Magazine, 55% of people only read a piece of content for 15 seconds. Attention spans across the board are at an all-time low — including those of potential investors and project stakeholders. If you want to capture and hold interest, then you need to craft an engaging executive summary that can effectively hold someone’s focus.
Before you dive into the details of your business plan or project proposal, your first step should be an executive summary that captures the attention of those in a position to give buy-in.
Think of the executive summary as the back cover of your book. It convinces readers to purchase a copy because the storyline is worth their time. An investor or C-level executive with limited time probably won’t feel motivated to read a full business or product plan without a compelling executive summary.
In this guide, we’ll show you how to write a captivating executive summary, what to include in the document, and jumpstart yours with customizable templates.
What is an executive summary?
An executive summary is a brief synopsis of a larger document such as a report or business plan. It provides a quick overview of your business plan with details like a description of your company, financial information, and market analysis.
The executive summary is made for lenders, investors, and busy executives who don’t have time to read the full proposal.
Done right, it zeroes in on what your prospective investor or project sponsor wants to hear and clearly communicates the value of your business or plan. Many investors or stakeholders will only read the executive summary during the first contact with your business, so all the information they need should be included.
The goals of an executive summary include:
- Grab the reader’s attention
- Tell them what to expect in the business plan so they are motivated to keep reading
- Provide a high-level overview of your company, your short-term and long-term goals
- Acts as an elevator pitch
What is an executive summary in a business plan?
An executive summary in a business plan is a concise overview that provides a snapshot of the key elements of the plan as it pertains to the business overall. It outlines the business concept, objectives, market analysis, financial projections, and other essential information. The executive summary serves as a summary and introduction to the entire business plan, allowing lenders, investors, and decision-makers to quickly grasp the main points and make informed decisions.
What is an executive summary in project management?
An executive summary in project management is a summary of the most critical information of your project proposal. It’s everything that management needs to know when they land on your project before they review your project plan .
An executive summary in project management shouldn’t be confused with a project overview. While they have similar elements, an executive summary can stand alone as a document, while a project overview needs to be attached to your project.
Executive summary vs abstract
An abstract summarizes a document like a journal article while an executive summary sums up a longer document.
An abstract is mostly used in academia as a requirement when submitting conference papers, book proposals, or applying for a research grant. The abstract is not an excerpt but an original document that is self-sufficient.
An executive summary is aimed at a business audience. It contains information to help executives make funding decisions. Where the language in an abstract is technical, the language of an executive summary is non-technical. An executive summary is written as a condensed version of a project plan to secure buy-in while an abstract is written for orientation.
Executive summary vs introduction
The introduction is the first part of your project plan or business plan. It explains what the project is about and the goals you want to achieve. On the other hand, the executive summary is a standalone document condensed into a few paragraphs. It is thorough and high-level. Decision-makers can choose to read only the executive summary and still get the gist of the entire project proposal.
Think of the introduction as the first few pages of a long book with many chapters and an executive summary like a short book with only one chapter. You can understand both context and storyline when you read a short book.
What should an executive summary include?
For a project .
What is the problem you’re going to solve? What product plan, customer feedback, or insight led to this project? Why should it happen now ? These are questions to lead with in the opening paragraph of your executive summary.
What steps or methods are you taking to solve the problems you’ve listed in the opening paragraph? What are the goals and objectives you’ll achieve at the end of the project? Detail the answers in this section.
Value proposition
This is an important section where you briefly explain the value of the outcome. What is the ROI of the solution you’ve proposed? How will it improve service delivery and customer experience?
In a few sentences reiterate why it’s important to solve the problem now and the next steps or actions you want the reader to take.
For a business plan
Introduction .
For a business plan, the introduction is an opening statement that explains the purpose of the document. Your goal is to grab and hold the reader’s attention by clearly communicating the value of the business and the desired outcome.
Company description
Include the following details in the company description:
- Business name and location
- Contact information
- Description of the purpose
- Leadership, founders, and current investors at your company
- The team responsible for the project
Products and services
Briefly explain the problem you’re going to solve. If you’ve conducted research that shows a need for the proposal, include your findings here. Also, explain how you’ll accomplish the project goals and what you’ll need for success.
Market analysis
A few questions to answer in this section include:
- Is there a market opportunity for the problem?
- How do you plan to grow your customer base and expand your market share?
- What is the five-year growth plan for this product/service?
- What is the most interesting thing you’ve learned about your target audience that the reader should know?
Competitive analysis
Questions to answer as part of your competitive analysis include:
- Who are your competitors?
- What are the present and future opportunities?
- What is the unique value proposition of the product or service?
- Do you have experience with competitors?
- What are the risks particular to this niche or line of product?
- What roadblocks do you expect to address?
Funding request and use
Use this section to sweeten the pot for investors. How much will you need to fund your business? What is the profitability of your business? How will investors benefit?
Financial projections
Include financial data that supports your research such as:
- The budget baseline for your business plan
- Your projected revenue for the first three years
- Your plan to manage finances
- Your current and future business finances
Conclusion
The conclusion is a recap of the problem and the solution. Ask about the decision you want the reader to take. The outcomes should be obvious but leave room for intrigue so they feel compelled to read the rest of the business proposal.
Executive summary examples
Executive summary presentation.
Often, executive summaries are presented to stakeholders in addition to the document. Get the templates below to snag these PowerPoint executive summary presentation templates.
![sample business plan executive summary pdf Executive Summary PPT Template](https://cdn.prod.website-files.com/5da60b8bfc98fdf11111b791/6184257ed0ffb1ae5453226e_executive-summary-template-presentation-ppt.png)
One-page executive summary template
A one-page executive summary is a short document with a big impact. You’ll present it as a mini version of a project plan during a meeting with decision-makers or as a business plan when pitching investors.
A few details to include in a one-page executive summary:
- Business name
- Financial information
- Use of funding
- Management team
- Business model
- Unique value proposition
- Competitive advantage
- Go-to-market strategy
![sample business plan executive summary pdf Executive Summary Template One-Pager](https://cdn.prod.website-files.com/5da60b8bfc98fdf11111b791/6181b518ddb9d75d9e989a12_executive-summary-template-one-pager.png)
Startup executive summary template
Your startup executive summary could be the difference between getting a pitch meeting or not. Venture capitalists and investors and overwhelmed with pitches from startups looking for a partnership.
An executive summary is the fastest way for them to learn about your company and evaluate its potential. It’s usually a one-page document that is concise, yet detailed and engaging. Before writing your startup executive summary, determine the goal and ensure it matches what potential investors want to see.
Details to include in your startup executive summary:
- A description of your product or service
- The value proposition
- Market analysis showing the merit of the project
- Your current business model and future plans
- An explanation of your market and customer base
- Financial projections and funding request
- Other special information that could sway a decision in your favor
![sample business plan executive summary pdf Executive Summary for Business or Startup](https://cdn.prod.website-files.com/5da60b8bfc98fdf11111b791/6182e9b5fc266d08c3b79f5c_executive-summary-startup-company.png)
Business plan executive summary template
The business plan executive summary shouldn’t exceed two pages. Make sure you’ve tailored it to your audience to show why the opportunity is special. An executive summary for a business plan should include:
- Mission statement
- Company information with details about your services or product
- Business highlights describing how you’ve grown over the years. Include details of revenue increase, number of customers, profitability, revenue increase, and market share
- Future goals
- Financial summary
- A closing sentence that reassures the value of the plan
Project executive summary template
The goal of a project executive summary is to show what life will look like after you’ve executed the project. Your executive summary should tell a story that helps the reader visualize the solution and inspire them to choose you.
The executive summary should be written as the final step of your project proposal template. This way, you save time revising the content.
Details to include in a project executive summary:
- Summary of the challenge the client wants to solve
- Description of how you’ll solve the pain point
- Overview explaining how you’ve solved similar problems in the past
- Unique value that competitors don’t offer
Marketing plan executive summary template
An executive summary for a marketing plan offers an overview of how you’ll reach your intended audience and drive conversions.
Details to include in a marketing plan executive summary:
- Introduction
- Brief description of your company and key leaders
- Project goals and objectives
- Your product or services and the major features and benefits
- Description of market factors and trends affecting them
- Who is your audience and how will you reach them?
- Financial projections
Healthcare executive summary template
A healthcare executive summary template is used in formal communications for hospitals, government health agencies, and nonprofits. The template accommodates longer-research proposal plans targeted at a wider audience of the general public, external investors, and management.
Details to include in healthcare executive summary:
- Project topic
- Overview of the organization
- Two to three key problems that have a profound impact on quality care, operations, or regulatory compliance
- A proposed solution to each identified problem
- Obstacles and opportunities
- Policy changes and program proposal
- Vision and recommendation
Executive summary report template
An executive summary for a research or analyst report offers an overview of key points from the research.
Details to include in a report executive summary report:
- Brief description of your company
- Analysis findings
- Why these findings matter
Here's an example:
![sample business plan executive summary pdf Report Executive Summary Example](https://cdn.prod.website-files.com/5da60b8bfc98fdf11111b791/6181a0f9a1132a08a3638cf0_executive-summary-example-report.png)
How to write an executive summary
1. write a problem-based introduction.
Use the opening paragraph to explain why your project matters. Outline the problem with supporting research or customer feedback to strengthen your claim. The reader should understand why it’s important to solve the problem now and the relevance to your customer base.
A powerful way to grab attention is to open with a customer quote or thought-provoking statistic that forces the reader to sit up and listen.
For example:
“I wish this camera had a longer battery life span so I could record an entire football game on 4K without switching to full HD when the battery is low .” - Customer review
In a recent survey, 70% of our customers expressed a desire for a camera with a longer battery life that could last up to six hours while recording in 4k. 80% said they wouldn’t mind paying more for the convenience of not having to log extra battery packs when going out. To serve our existing clientele and improve our market share, we need to create a camcorder that performs at optimal levels while using fewer resources on battery life.
2. Tell your story
Use storytelling to explain the mission statement of your organization. Explain how you’ll use your skill and experience to solve the problem you’ve highlighted in the introduction. Storytelling sets the tone and gets the reader excited about reading the project plan.
3. Make sure you’ve done the research
While an executive summary is short, it’s loaded with research. Research shows that you know your competitors, understand your target audience, and have a plan for capturing a significant market share.
Think of your executive summary like an elevator pitch. If an investor only read your executive summary without making it to the project proposal or business plan, what would you want them to know?
4. Outline the solution
After telling the reader the pain points and explaining your business credentials, use a bullet list to outline the solution. Your goal is to convince the reader that your solution is the best fit. Save deliverables and milestones for the project proposal. Instead, describe what will happen during the project so the user can picture the outcome working for them.
5. Show the value of the solution
This is where you get into more details about the impact of the solution. Explain how the results provide relief and improve ROI for the company. include potential risks that may arise and relevant financial information such as income projections.
6. Formal or informal tone?
While an executive summary usually has a formal tone, your decisions should be based on your audience.
Presenting to your C-level executives in your company? What language do they respond to? Don’t be afraid to break the mold if it gets the desired results. However, avoid clichés as they rub readers the wrong way.
If you’re presenting to investors, use language that resonates with your audience. Use personal pronouns like “I”, “you” and “we” over impersonal pronouns like “they” or “the company.
7. Make sure the summary can stand alone
If you follow the clearly defined structure we’ve listed above, your executive summary can stand on its own merit. Keep revising the document until you’ve achieved this goal. The introduction, problem, solution, and conclusion should be detailed, yet concise.
After writing, take a second look and read from the viewpoint of the decision-maker. Is there any section where more context is needed to clear confusion and help the reader understand the summary? Consider linking to a relevant section in the project proposal or explaining briefly in the summary.
8. Be concise
Every word in your executive summary must have an impact. The executive summary is not the place to brainstorm new ideas as it could jeopardize the project plan.
Avoid using jargon words. Readers without prior knowledge of your company or niche should understand key findings by reading the executive summary alone.
When you find yourself going deep into details, pull back and ask yourself if this belongs in the project proposal or executive summary. The goal is to keep the executive summary engaging and actionable.
9. Proofread for errors
Before sending it off to executives or potential investors, read through the document three times in order to catch errors. It also helps to send it to a colleague to review with a fresh pair of eyes in case you missed a typo here and there.
10. Write the executive summary last
It takes longer to write an executive summary when you haven’t yet written the project proposal or business plan. Instead, wait to create a summary until you’ve written the full document, then pull details. This ensures that your executive summary captures the information you’ve detailed in the project plan.
Manage your executive summary templates with Guru
An executive summary is a quick and easy way to bring stakeholders up to speed on your project proposal. In a few paragraphs, you can communicate the problem, why it matters now and the key information they need to make a decision.
Rather than creating a new executive summary from scratch, these templates will add impact to your report and speed up the process. Use Guru’s knowledge management software to store your templates, collaborate remotely, and work efficiently on projects.
FAQ for executive summaries
Where does an executive summary go in a report.
Place the executive summary before the table of contents and after the title page. Include a page break before and after the executive summary.
How long should an executive summary be?
Most executive summaries are 5-10% of the length of the project proposal. Ideally, aim for one page for a 20-page project proposal.
Who is the audience of an executive summary?
The audience of an executive summary can include:
- Project stakeholders
- Management personnel who make decisions on funding
- Venture capitalists
- C-level executives
What is included in an executive summary?
Elements to include in an executive summary are:
- A summary of the key points of the project proposal report
- Major points of the report you want the reader to remember
- The goal of the report
- Results and recommendations from the report
- Other details that enable the executive summary to function as a standalone document
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How to Write an Executive Summary (+ Examples)
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- March 21, 2024
- Business Plan , How to Write
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The executive summary is the cornerstone of any business plan, serving as a gateway for readers to understand the essence of your proposal.
It summarizes the plan’s key points into a digestible format, making it crucial for capturing the interest of investors, partners, and stakeholders.
In this comprehensive guide, we’ll explore what the executive summary is, why we use it, and also how you can create one for your business plan. Let’s dive in!
What is an Executive Summary?
An executive summary is a concise and compelling overview of a business plan (or simply a report), designed to provide readers, such as investors, partners, or upper management, with a quick and clear understanding of the document’s most critical aspects.
For a business plan, it summarizes the key points including the business overview , market analysis , strategy plan timeline and financial projections.
Typically, the executive summary is the first section of a business plan, but it should be written last to ensure it accurately reflects the content of the entire document.
The primary goal of an executive summary is to engage the reader’s interest and encourage them to read the full document.
It should be succinct, typically no more than one to two pages, and articulate enough to stand on its own, presenting the essence of the business proposal or report without requiring the reader to go through the entire document for basic understanding.
Why Do We Use It?
The executive summary plays a crucial role in whether a business plan opens doors to funding, partnerships, or other opportunities . It’s often the first (and sometimes the only) part of the plan that stakeholders read, making it essential for making a strong, positive first impression. As such, we use it in order to:
- Capture Attention: Given the volume of business plans investors, partners, and lenders might receive, an executive summary’s primary function is to grab the reader’s attention quickly. It highlights the most compelling aspects of the business to encourage further reading.
- Save Time: It provides a succinct overview of the business plan, allowing readers to understand the key points without going through the entire document. This is particularly beneficial for busy stakeholders who need to make informed decisions efficiently.
- Facilitate Understanding: An executive summary distills complex business concepts and strategies into a concise format. Therefore, it makes it easier for readers to grasp the business’s core mission, strategic direction, and potential for success.
- Driving Action: By summarizing the financial projections and funding requirements, an executive summary can effectively communicate the investment opportunity. Indeed the investment opportunity, whether to raise money from investors or a loan from a bank, is the most common reason why we prepare business plans.
- Setting the Tone: The executive summary sets the tone for the entire business plan. A well-written summary indicates a well-thought-out business plan, reflecting the professionalism and competence of the management team.
How to Write an Executive Summary in 4 Simple Steps
Here’s a streamlined approach to crafting an impactful executive summary:
1. Start with Your Business Overview
- Company Name: Begin with the name of your business.
- Location: Provide the location of your business operations.
- Business model: Briefly describe how you make money, the producfs and/or services your business offers.
2. Highlight the Market Opportunity
- Target Market : Identify your target market and its size.
- Market Trends : Highlight the key market trends that justify the need for your product or service.
- Competitive Landscape : Describe how your business is positioned to meet this need effectively.
3. Present Your Management Team
- Team Overview: Introduce the key members of your management team and their roles.
- Experience: Highlight relevant experience and skills that contribute to the business’s success.
4. Include Financial Projections
- Financial Summary: Provide a snapshot of key financial projections, including revenue, profits, and cash flow over the next three to five years.
- Funding Requirements: If seeking investment, specify the amount needed and how it will be used.
2 Executive Summary Examples
Here are 2 examples you can use as an inspiration to create yours. These are taken from our coffee shop and hair salon business plan templates.
Coffee Shop Executive Summary
![sample business plan executive summary pdf](https://sharpsheets.io/wp-content/uploads/2024/03/Business-Plan_Coffee-Shop-1-1024x576.png.webp)
Hair Salon Executive Summary
![sample business plan executive summary pdf](https://sharpsheets.io/wp-content/uploads/2024/03/Business-Plan_Hair-Salon-1-1024x576.png.webp)
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5 Tips for a great executive summary
Watch this quick video for exclusive tips to help you write a captivating executive summary.
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Executive summary FAQ
What is in an executive summary template?
This executive summary template includes a pre-designed outline, step-by-step instructions, fill-in-the-blanks document, and an exclusive offer for LivePlan.
What should an executive summary include?
An executive summary should include a business overview, problem statement, solution description, target market, competition analysis, team overview, financial summary, funding requirements, and milestones and traction.
How long should your executive summary be?
The executive summary should be as brief as possible—ideally under two pages.
How do you start an executive summary?
tart your executive summary with a compelling introduction that captures the reader's attention, outlining your organization, the problem you solve, your skills, and why you're best suited to address the problem.
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How to Write an Executive Summary
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4 Mistakes to Avoid in Your Executive Summary
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How to Write a Business Plan Executive Summary [Sample Template]
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A good executive summary is the holy grail of good business plan writing. Even though it comes after you have written and thought through every other facet of your business, it is arguably the most important part of the puzzle. As its name implies, the executive summary is a brief overview of your business plan. Call it an introduction to your business and you would be very right.
The executive summary gives time-crunched executives or VCs that high-level overview that will either persuade them to read your plan further or toss it in a trashcan without a second thought. Even though the executive summary is the first thing that the readers of your business plan will go through, you should write it last because it summarizes everything from that start to the end of your business plan.
Also, it is usually the first and probably the most important thing that busy investors consider before deciding if your business plan is worth spending a minute on. Secondly, since it’s a summary, you will only be highlighting the main facets of what you have uncovered over the course of writing your business plan. Below is a list of what your executive summary should include:
Components of a Business Plan Executive Summary
- Business concept (what you do or what you intend to do)
- Business goals and vision (what you want to achieve)
- Product/service description and differentiation (what you offer and what makes it different)
- Target market (who you want to sell to)
- Marketing plan (how you plan to reach your customers)
- Current financial state (what you currently make in revenue—for existing business looking at expansion, or how much you already have on ground—for startups)
- Projected financial state (what you foresee making in revenue)
- The request (how much funds you are asking for)
- The team (who runs your business)
Your business plan executive summary must provide brief information on the following areas of your business;
- The target market : it has to describe the type of customers you will be targeting.
- Business model : it should describe your products or services and what will make them appealing to the target market.
- Marketing and sales strategy : it should touch briefly your plans for marketing your products or services.
- The competition : since competition is a major part of business, so it has to describe how you plan on dealing with the completion and gaining market share. It should equally state your competitive advantage.
- Financial analysis : it should summarize your financial plan
- Owners/Staff : it should describe the owners and the key staff members and the expertise they bring to the venture.
- Implementation plan : it should briefly outline the schedule for taking your business from the planning stage to opening your doors.
- An overview of funding requirements : you need to state the amount of funding you need, and what the money would be used for.
- Growth highlights : it should give any instances of growth and, if possible, illustrate that growth with graphs or charts.
- Future Plans : This doesn’t have to be too detailed, but it should give anyone reading your summary an idea of where your business is heading and how you intend to get there.
Writing a business plan executive summary is not that difficult, you only need to include the summary of the details that were listed above. You executive summary should be arranged this way;
Writing a Business Plan Executive Summary – Sample Template
You can start by describing your company, your mission and vision statements. Include your Business Name and address. If you are lost for words on how to describe your company, think about how you want your employees, customers and the business community to view your company.
This intro paragraph should be attention-getting from the start. It is wise to bring in impressive attributes of your company, but be specific here. Potential investors will want to see real evidence of demonstrated skills and unique abilities. Use this section to highlight company or employee accolades, albeit briefly. Describe the organizational structure and name key employees.
The names and titles of key employees are sufficient; however, include a brief description of executive team members’ responsibilities and duties. Include a list of satellite offices, contact information for each location and how many employees would work in each location.
2. Your business offering
Write a description of what your business aims to offer to its target market. Here, you should give a description of the product or service the business expects to offer. Highlight the products or services in a way that sounds appealing and sets you apart from the competition. The aim of the executive summary is to intrigue the reader enough to read what the rest of the business plan holds.
3. Your finances
This section is where you now talk about the financial aspects of your business. Disclose all business partners, investors and banks you have business relationships with. Explain the role of each entity or individual, the amounts invested or financed, and fiduciary terms and responsibilities.
If you are proposing your business plan to additional lending institutions or investors, this information can strengthen your plan by illustrating confidence others have in your ability to operate a successful business. This section should also include sales and profit projections for the business. You are free to use charts or graphs to reflect this information if it would provide more insight than texts.
Construct the final section of your executive summary by drafting comments about your organization’s accomplishments, accolades or remarkable growth. In this section, briefly describe your plan for achieving your company’s future goals.
Having discussed how an executive plan is written, let’s go further by looking at tips on how to ensure that your executive summary is perfectly written.
8 Tips for Writing a Perfect Business Plan Executive Summary
A. you must ensure that your first paragraph is strong enough.
To attract the reader’s attention and compel them to read the rest of the summary. For example, you can start by stating a market problem that your business promises to fix.
b. Remember, it’s all a summary
So, keep it short. The business plan itself will provide the details. So, don’t waste the reader’s time or irritate them by adding unnecessary details in your executive summary.
c. Use strong and positive language
Don’t weaken or dilute your statements with inappropriate words. For example, instead of writing “Our business might just become the market winner in the next five years”, write “Our business is poised to become the market winner in the next five years.”
d. Although there is no standard page length for executive summaries
It is better to keep it within two pages. Always resist the temptation to stuff your business plan’s executive summary with details that are already covered in the rest of the plan. Remember, the summary is meant to present facts about your business and entice the reader to read the rest of the plan.
e. Fine-tune your executive summary after writing it
Read it aloud to yourself. Does it sound great to you? Does it sound clear and brief, but detailed ? If you are satisfied with it, let someone else who knows nothing about your business read it and give suggestions on how you can improve it.
f. Customize the executive summary for your target audience
If your motive is to entice investors, for instance, your summary should hammer on the benefits that investors stand to gain from the opportunity you are presenting to them. Also, use formal or informal language depending on what’s more appropriate for your target audience.
g. Read the executive summary aloud once again
Putting yourself in place of the reader this time. Does the summary trigger your interest in the business or put you off instantly? Does the summary sound too good to be true, due to the choice of words? After reading it thoroughly, make necessary adjustments.
h. Clear your vocabularies of any self-glorifying superlatives
Clichés, and overused expressions that you may not be able to back up. Avoid words like “ best ”, “ ground-breaking ”, “ cutting-edge ”, “ world class ”, etc. Investors and other readers see those words almost every day and they tend to overlook their real meanings.
In conclusion
When writing your executive summary, even though it comes first, but aim to write it last after you have written the rest of your plan. This is the only way to know what exactly you should include when writing it. You have already done the research, so use that when pulling together the salient points of the executive summary.
Also, ensure that you check, double-check and triple-check your executive summary for any errors. Grammatical and spelling errors should be eradicated. But more importantly, your financial projections should contain absolutely no errors. Just one slight financial error will make you an amateur to any savvy investor.
Again, don’t be afraid to let your passion or excitement for your business come through in your executive summary. Investors typically believe that it takes a certain kind of entrepreneur to make a successful business, so capitalize on your commitment to get the backing you need.
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Executive Summary Template
Best practices dictate that an Executive Summary should be included at the beginning of any lengthy business document. The Executive Summary provides an overview of the document, highlighting all of its most important parts.
It serves two main functions:
● Providing the reader with context and an overall understanding of the subject before they begin reading the detailed components of your document.
● Giving busy executive-level readers, who might not have time to read the entire document, a synopsis that explains all of the main points succinctly.
An Executive Summary should not exceed one or two pages. The paragraphs should mirror the structure of your document, providing a concise explanation of the important points in each section.
Since Executive Summaries can be found in almost any type of business document, they can vary broadly in content. Below, we provide a framework for a Business Plan Executive Summary that you can use as a guide, but keep in mind that you will need to adapt it to the contents of your specific document.
HubSpot Tip: When writing your document, save the Executive Summary for last. That way you will be able to write a cohesive section that covers all of the most important content in the entire document.
Introduction
Every section in a business document should begin with an introduction. The introduction sets the stage and tells the reader what they are about to read. It adds context and helps the document flow, making your points easier to understand.
In an Executive Summary, the introduction should only be a paragraph or two in length. End this section with a clear, memorable sentence explaining your project, its purpose, and the benefits it offers to potential customers and investors.
HubSpot Tip: Though the content of your document might be complex, keep your writing simple and structured. Providing a clear introduction makes your document easier to navigate and comprehend.
Company and Opportunity
Provide a brief description of your organization. Include the company’s name, the general products or services that you provide, and who and where your customers are.
Now describe the opportunity you are proposing and how it is valuable to investors and customers. This is basically a written version of the “elevator pitch” that you might use to attract investors at a networking event. It should only take a few sentences.
HubSpot Tip: There is a lot to say about your product/service, but you will need to be succinct here. Stick to the most important points only and wait to expound on them in the appropriate sections in your document.
Industry and Market Analysis
Mention the key trends in your industry and your business’ advantage over the competition. Describe your target customers briefly and explain why you think they will choose your products/services over those of your competitors.
HubSpot Tip: Focus on how you plan to fulfill an unmet need and why customers will choose your business over others.
Management and Operations
List anything important to note about your management staff. For example, you could mention the qualifications and motivations of your company’s founder or CEO. Full biographical sketches of your management team will be provided later in the document, so keep it brief.
Think about the day-to-day of your business operations and provide a very high-level summary of what operations are like. If you use any particular methods, best practices, or management styles that would stand out to a reader, mention them here.
HubSpot Tip: Do not go into detail. Instead, provide the reader with a general overview of how your company is run and how you do what you do.
Implementation and Marketing
Present the timeline for rolling out your business or new product/service. Indicate the key milestones and when they are scheduled to occur.
Once you have rolled out your business, you will need to tell people about it! Briefly explain how you will publicize your product/service. How will you reach your customers? Which major communication channels will you use?
HubSpot Tip: Indicating the major milestones helps the reader understand the work leading up to the launch of your service/product and adds context to your investment request.
Financial Plan
Your document likely contains a lot of financial information, so it can be difficult to choose what to include in the Executive Summary.
Think about what you are trying to accomplish. Do you want to attract investors? Then share information on how much funding you have raised and how much more you need. Are you sharing information on how well your business is doing? Then highlight the numbers that show your growth. You will provide additional context later in your document.
HubSpot Tip: Some key metrics to consider including are: the overall budget, the price per product/service, and your financial projections.
Summarize the entire project in a couple of sentences. This could take the form of reiterating your “elevator pitch” in different words.
The Executive Summary should leave the reader with a good general understanding of your project, while imparting a desire to learn more by reading the rest of your document. Keep the conclusion brief and make it persuasive.
HubSpot Tip: The conclusion should be no more than a paragraph.
Frequently Asked Questions
Why do i need an executive summary, is this template free, can i edit this template, related tags:.
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How to Write an Executive Summary
Make Writing Your Executive Summary Easier With This Example
Susan Ward wrote about small businesses for The Balance for 18 years. She has run an IT consulting firm and designed and presented courses on how to promote small businesses.
![sample business plan executive summary pdf sample business plan executive summary pdf](https://www.thebalancemoney.com/thmb/ouXI4ylE0D6juPGphQgLWe5jPE0=/75x75/filters:no_upscale():max_bytes(150000):strip_icc():format(webp)/SusanWardLaptop2crop1-57aa62eb5f9b58974a12bac9.jpg)
What to Include in an Executive Summary
Executive summary example.
The Balance / Jo Zhou
An executive summary is a brief overview at the beginning of your business plan. It should provide a short, concise summary of your business that captures the reader's attention and gives them an interest in learning more about it.
The executive summary is important as it sets the tone for the entire business plan and can often be the deciding factor in whether the reader continues. See an example of a business plan's executive summary and learn the key components of one so you can begin writing one of your own.
The executive summary goes near the beginning of the business plan but is written last. To include a summary of the different parts of your business plan, you'll need to write them first.
When you write the executive summary, keep it under two pages. The executive summary should contain brief summaries of other sections of the plan.
The idea is to give a brief overview of your business first before going into detail about each of the different parts.
The executive summary should contain all of the important information about your business, such as:
- Business name
- Business location
- Your mission as a company
- A history of the company
- Management and advisors
- Services or products offered
- The market for your offerings
- Your business's competitive advantages
- Your financial projections
- Startup financing required, if any
Format the executive summary clearly and attractively, with headings for each section. Your word processing software may have a template you can use that will make your business plan look good.
It's always easier to write something if you can read an example first, so here's an executive summary example that you can use as a model for your own business plan's executive summary.
This executive summary is for a fictional company called Pet Grandma Inc.
Company Mission
Pet Grandma Inc. offers superior on-site pet sitting and exercising services for dogs and cats, providing the personal loving pet care that the owners themselves would provide if they were home. Our team will ensure that pet owners can take business trips or vacations knowing that their pets are in good hands.
Company and Management
Pet Grandma Inc. is headquartered in the City of West Vancouver and incorporated in the Province of British Columbia. The company is owned by partners Pat Simpson and Terry Estelle. Pat has extensive experience in animal care while Terry has worked in sales and marketing for 15 years.
The management of Pet Grandma Inc. consists of co-owners Pat Simpson and Terry Estelle. Both partners will be taking hands-on management roles in the company. In addition, we have assembled a board of advisors to provide management expertise. The advisors are:
- Juliette LeCroix, partner at LeCroix Accounting LLP
- Carey Boniface, veterinarian and partner at Little Tree Animal Care Clinic
- John Toms, president of Toms Communications Ltd.
Our clients are dog owners and cat owners who choose to leave their pets at home when they travel, or who want their pets to have company when their owners are at work. Pet Grandma Inc. offers a variety of pet care services, all in the pet’s home environment, including:
- Dog walking
- Daily visits
- 24-hour care for days or weeks
- Administration of medications by qualified staff
- Emergency treatment in case of illness (arranged through veterinarians)
- Plant watering
- Mail collection
- Garbage/recycling
Across Canada, the pet care industry has seen an explosion of growth over the last three years. West Vancouver is an affluent area with a high pet density. Our market research has shown that nine out of 10 pet owners polled in West Vancouver would prefer to have their pets cared for in their own homes when they travel rather than be kenneled and six out of 10 would consider having a pet sitter provide company for their dog when they were at work.
Competitive Advantages
While there are currently eight businesses offering pet sitting in West Vancouver, only three of these offer on-site pet care and none offers “pet visit” services for working pet owners.
Pet Grandma’s marketing strategy is to emphasize the quality of pet care we provide (“a Grandma for your pet!”) and the availability of our services. Dog owners who work, for instance, will come home to find happy, friendly companions who have already been exercised and walked, instead of demanding, whiny animals.
All pet services will be provided by animal care-certified staff.
All employees are insured and bonded.
Financial Projections
Based on the size of our market and our defined market area, our sales projections for the first year are $340,000. We project a growth rate of 10% per year for the first three years.
The salary for each of the co-owners will be $40,000. At startup, we will have six trained staff to provide pet services and expect to hire four more this year once financing is secured. To begin with, co-owner Pat Simpson will be scheduling appointments and coordinating services, but we plan to hire a full-time receptionist this year as well.
Already we have service commitments from more than 40 clients and plan to aggressively build our client base through newspaper, website, social media, and direct mail advertising. The loving, on-site professional care that Pet Grandma Inc. will provide is sure to appeal to cat and dog owners throughout the West Vancouver area.
Startup Financing Requirements
We are seeking an operating line of $150,000 to finance our first-year growth. Together, the co-owners have invested $62,000 to meet working capital requirements.
Key Takeaways
- An executive summary is a concise overview of the business plan.
- Place the executive summary near the beginning of the business plan.
- Before you write the executive summary, you'll have to write the rest of the business plan first.
- The executive summary should contain all relevant information about the business, including name, mission, services offered, market, and financial projections.
How to Write an Executive Summary Execs Can't Ignore [+ 5 Top Examples]
![sample business plan executive summary pdf Ramona Sukhraj](https://knowledge.hubspot.com/hs-fs/hubfs/ramona-sukhraj-headshot.jpeg?width=48&height=48&name=ramona-sukhraj-headshot.jpeg)
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.
![sample business plan executive summary pdf Executive summary with examples](https://www.hubspot.com/hs-fs/hubfs/executive-summary-example_5.webp?width=595&height=400&name=executive-summary-example_5.webp)
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.
![sample business plan executive summary pdf Download Now: Free Executive Summary Template](https://no-cache.hubspot.com/cta/default/53/8fa1ffc1-8a1d-4d74-9620-3a2e029b12b9.png)
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.
![sample business plan executive summary pdf sample business plan executive summary pdf](https://offers.hubspot.com/hubfs/value-prop-draft%20(3).png)
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
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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.
![sample business plan executive summary pdf HubSpot features its mission statement on its “about” page.](https://knowledge.hubspot.com/hubfs/writing-an-executive-summary-example-hubspot.webp)
![](http://mypaperwriting.best/777/templates/cheerup1/res/banner1.gif)
5 Tips for Writing an Executive Summary
You’ve got the basics, now let’s add some flash.
Here’s how to take your executive summary to the next level. Let’s assume you’re writing an executive summary for a business plan.
1. Tell your story.
Facts and figures might not be remembered, but emotions are , and few things capture emotions better than a story.
When investors or CEOs read your executive summary, you want them to understand what your business is about and why they should root for you. The best way to do this is by telling your story.
In the executive summary of your business plan, include an overview of what your company does and why it does it.
Discuss your mission and values and how they connect to your business plan. Drilling into these emotional elements sets the tone for your proposition and gets people more invested.
You can also briefly highlight essential details about your company’s management, like your founder or CEO’s qualifications and motivations. You can also provide a high-level summary of your company’s business operations or management best practices.
Think of this like an elevator pitch . If someone stopped reading, and you only had the executive summary to share, what story are you inviting them to be a part of?
Learn more about how to use stories in your marketing with “ The Ultimate Guide to Storytelling. ”
2. Lean into your data.
You grabbed the reader with emotion; now, you sell them with facts. While short, an executive summary should include plenty of data because it’s objective.
Even if someone is not moved by your story, it’s hard to argue against facts and figures that support your case. So, when writing an executive summary, highlight the document's most important findings and insights.
While the rest of your business plan fleshes out the details, your executive summary gives your reader the most compelling nuggets.
If relevant, go into your target market. Provide a basic rundown of how you plan to address their needs and pain points and how you’ll reach them. Additionally, consider including key financial information including the overall budget, the price per product/service, and your financial projections.
What data is “important” may differ depending on the type of document you’re summarizing. But the bottom line is: if it makes your case or drives home your point, include it.
3. Pay attention to your tone.
Although the tone of your executive summary should be professional and persuasive, it should also be true to your brand and target audience and elicit some excitement about the opportunity you’re presenting.
Aim to convey a sense of authority and credibility while remaining accessible and engaging.
Here are some tips to keep in mind:
- Focus on presenting information objectively, using facts and evidence.
- Don’t voice personal opinions or use subjective statements.
- Strive for clarity and simplicity in your language, and ensure that your message is easily understood.
- Avoid unnecessary complexity.
- Don’t use hyperbole or excessive claims.
- Use strong verbs, active voice, and concise language, to make your points effectively.
- Aim to resonate with the reader’s interests and concerns.
HubSpot Director of Content Karla Hesterberg summarized it best: “Don't try to get fancy. A good executive summary reduces everything to simple, straightforward parts. A good exercise here is to try explaining something out loud like talking to a colleague — people tend to use simpler language when explaining something in person.”
You can effectively deliver your message and compel the reader to take action or make informed decisions by striking the right balance between professionalism, clarity, and engagement.
4. Avoid cliché language.
As with any writing, it's best to steer clear of clichés.
Clichés can help people understand ideas, but they also come with connotations and can be easy to skim past, which you want to avoid in your executive summary.
Additionally, clichés tend to overpromise and underdeliver. For example, including something like “The Best Restaurant in Town” in your executive summary isn‘t true because your business is untested.
To avoid written clichés, familiarize yourself with common examples and be mindful of them as you write. Some clichés include:
- “Thinking outside the box”
- “Innovative solutions”
- “Cutting-edge technology”
Instead of relying on these overused phrases , be descriptive and embrace the uniqueness of your brand in your executive summary.
For instance, there’s no need to vaguely refer to your product as a “game-changer,” when you could explain how it benefits your target audience instead. Show, don’t tell.
By staying true to your voice and delivering an honest message, you can keep your writing fresh and your audience engaged.
5. Write it last.
An executive summary may essentially be the introduction to a document, but it is also a recap.
So, consider writing it last.
Focus on your longer plan to fully understand your business goals, strategies, market analysis, financial projections, and other foundational knowledge. Then, come back to your executive summary.
Only when you know something thoroughly can you do it justice in a recap.
I often follow this advice, even when writing blog articles like this one. I’ll write the meat of the article first, then go back to the introduction at the end.
Ultimately, writing your executive summary last, like my intros, ensures that it precisely represents the content and findings of your plan, rather than assumptions.
If you don’t have a business plan yet, don’t worry; we have a comprehensive business plan template to help you create one quickly and effectively.
Download Your Free Template Here
Executive Summary Template
![sample business plan executive summary pdf HubSpot offers a template for writing an executive summary](https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-12-2023-04-33-40-1198-PM.png?width=350&height=350&name=image-png-Jun-12-2023-04-33-40-1198-PM.png)
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.
![sample business plan executive summary pdf ClickUp sets a great example for writing an executive summary](https://knowledge.hubspot.com/hubfs/writing-an-executive-summary-example-clickup.webp)
This digital report from research firm McKinsey Global Institute features an executive summary titled “At a Glance.”
![sample business plan executive summary pdf mckinsey summarizes its key points using an "at a glance" section](https://knowledge.hubspot.com/hs-fs/hubfs/writing-an-executive-summary-example-mckinsey2.webp?width=650&height=514&name=writing-an-executive-summary-example-mckinsey2.webp)
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.
![sample business plan executive summary pdf executive summary prompt](https://no-cache.hubspot.com/cta/default/53/4511101c-c340-43b3-bbc9-99176aeb37f4.png)
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How to Write a Business Plan Executive Summary (Example Included!)
![sample business plan executive summary pdf Getty Images](https://pilbox.themuse.com/image.png?filter=antialias&h=350&opt=1&pos=top-left&prog=1&q=keep&url=https%3A%2F%2Fcms-assets.themuse.com%2Fmedia%2Flead%2Fbusiness-plan-executive-summary-example.png&w=700)
How do you turn your brilliant business idea into a reality? You've done your homework and know that to get investors or partners, you need a business plan . But more than that, you want to really stand out and make a strong first impression—and that's where the business plan executive summary steps in.
This key section gives a quick snapshot of your entire business strategy, and is designed to catch the interest of potential investors, stakeholders, or partners. It can be the difference between landing that dream deal or getting lost in the slush pile.
So, what's better than a business plan executive summary example to point you in the right direction? Below, you'll find a great one—plus tips on what to include, what to avoid, and how to craft yours.
What is a business plan executive summary?
A business plan executive summary is a condensed overview of the key elements of your business plan. It introduces your business, what you offer (products or services), your target market, and what sets you apart from the competition. It also outlines your financial projections and funding needs (if applicable) and gives a clear picture of your company description and vision.
Your business plan executive summary could be decisive in several situations:
- Pitching to investors: Investors often make preliminary decisions based on the executive summary. A well-crafted summary can get you a meeting and a chance to present your full business plan.
- Summarizing for stakeholders: Stakeholders need to quickly understand your business's direction and key strategies. An executive summary gives them a concise update.
- Business competitions: In many business plan competitions, judges rely on the executive summary to decide which plans move to the next round.
Now that you understand the importance of an executive summary in a business plan, let’s see the key components that make up a winning one.
What should an executive summary include in a business plan
Crafting an effective executive summary means transforming the most critical elements of your business plan into a clear and compelling story. It's typically positioned at the beginning of the document but is written last to ensure it accurately reflects the entire plan.
Here are the key parts of an executive summary in a business plan:
Mission statement
Your mission statement is the heart of your business; it can grab your audience's attention and clarify your business’s core values and objectives. Briefly describe your company’s purpose and what you aim to achieve.
Company history and management team
Provide a brief overview of your business’s history, noting key milestones and achievements. Introduce your management team, highlighting their experience and expertise. This section helps build credibility and shows that you have a capable team behind the business.
Products or services
Describe the products or services your business offers, focusing on what makes them unique and how they meet market needs. This part should clearly explain the value your offerings provide.
Target market
Define your target customers, including their demographics, needs, and pain points. Highlight the demand for your products or services and how your business meets this demand. Assess your main competitors, identifying their strengths, weaknesses, and market share.
Competitive edge
Identify what sets your business apart from the competition. This could be unique technology, excellent customer service, a strong brand, patents, or trademarks—anything that really gives you an edge. Emphasize these strengths to show why your business will thrive in the market.
Financial projections
Give a high-level overview of your financial projections, covering revenue, profit margins, and growth expectations. This section should reassure readers about your business’s financial viability and potential for success. Do not forget to include the amount of funding you're seeking and how you'll use it to achieve your goals.
Speaking of funding, you can build your dream business with the help of a high-paying job—browse open jobs on The Muse »
How to write a business plan executive summary: Dos and Don'ts
So, how do you write an executive summary for a business plan? Here's what you should do—and what you should avoid.
- Hook them early: Start with a captivating introduction that grabs the reader's attention. This could be a strong opening statement or an impactful statistic that highlights your most compelling value proposition.
- Write with clarity: Keep your language clear and straightforward. Using jargon or technical terms could confuse your audience.
- Tell a story : People are naturally drawn to stories. Try to frame your business plan executive summary as a narrative that includes challenges and successes.
- Focus on impact: Prioritize the most important information. Remember, it's a summary, not the full story.
- Quantify your success: Use data and metrics whenever you can to back up your claims about market size, growth potential, and financial projections.
- Proofread like a pro: Typos and grammatical errors can leave a negative impression. Double (or triple) check your work before sending it out. Don’t just use spelling and grammar check—actually re-read it to catch any mistakes.
- Showcase your passion: That should be the easy part. Just let your enthusiasm for your business and its mission shine through!
- Bury the lead: Don't wait until the end to share your most important information. Start strong and capture their interest right away.
- Be too vague: Instead, be specific and provide concrete details. Vague statements don’t add value or clarity, so they don't belong in your business executive summary.
- Ignore your audience: Tailor your summary to the needs and interests of your audience. Consider what they need to know and what will capture their interest.
- Overpromise and underdeliver: Be realistic about your projections and timelines. Setting unrealistic expectations can damage your credibility.
- Get bogged down in details: Save the nitty-gritty details for your full business plan. Focus on the key highlights in your executive summary.
- Forget the call to action: Tell your readers what you want them to do next. Do you want them to invest? Partner with you? Clearly outline your desired outcome.
- Write in a vacuum: Get feedback from trusted advisors or mentors before finalizing your summary. Fresh eyes can help spot areas for improvement.
Business plan executive summary example
Wondering how these tips look in action? Here's the business plan summary example you've been looking for.
This one is for a fictitious company—let's call it Econnovate—specializing in renewable energy solutions. Use it as a guide to craft your own business plan executive summary.
Mission and vision statements
Econnovate is revolutionizing the energy landscape with innovative, sustainable solutions that empower businesses and communities to embrace a cleaner future. Our mission is to use the power of renewable energy sources to provide innovative, affordable, and sustainable energy solutions to reduce our reliance on fossil fuels and create a more environmentally conscious world.
Founded in 2021, Econnovate is a team of passionate engineers and environmental enthusiasts dedicated to developing cutting-edge renewable energy technologies. Our team boasts over 50 years of combined industry experience, including experts in technology, marketing, and operations. Headquartered in Denver, CO, we operate with a global mindset, serving clients across diverse industries and geographies.
Our products
Econnovate's flagship product, SolarMax, is a cutting-edge solar panel system that offers 20% more efficiency than conventional panels. Additionally, we provide EcoBattery, a state-of-the-art energy storage solution that maximizes the utility of our solar panels, ensuring energy availability even during non-sunny periods. Our products are designed to be both cost-effective and easy to install, making sustainable energy accessible to a wider audience.
The global renewable energy market is expected to grow at a CAGR of 7.8% over the next decade. Our target market includes environmentally conscious homeowners and businesses seeking sustainable energy solutions. With increasing regulatory support and growing environmental awareness, the demand for our products is poised for substantial growth.
Econnovate’s proprietary solar technology not only increases efficiency but also reduces costs, giving us a significant edge over competitors. We not only provide renewable energy solutions but also adhere to sustainable practices in our own operations. Additionally, our exceptional customer service and strong brand reputation further differentiate us in the marketplace. We also offer comprehensive warranties and maintenance services, ensuring long-term customer satisfaction and loyalty.
We project a 30% annual revenue growth over the next five years, with profitability expected to be achieved by year three. Our robust financial model is based on conservative estimates and thorough market analysis. By year five, we anticipate generating $50 million in annual revenue, with a healthy profit margin of 15%.
We are seeking $2 million in funding to scale our manufacturing capabilities and expand our market reach. This investment will enable Econnovate to double production capacity and increase market share by 15% within two years. The funds will be allocated to enhancing our production facilities, boosting our marketing plan, and expanding our sales team.
1. What is an executive summary in a business plan?
It's a concise summary of the key points of a business plan, highlighting the business’s mission, products or services, market, competitive advantages, financial projections, and funding needs. The goal is to give a quick overview that captures the reader’s interest and encourages them to read the full plan.
2. How long should an executive summary be?
An executive summary is typically one to two pages long. It should provide a concise overview without overwhelming the reader. Focus on the most important aspects of your business plan, making sure each point is clear and impactful.
3. Can I use a template to write an executive summary?
Yes! Templates offer an effective structure and help ensure you cover all essential elements. But don't just fill in the blanks. Tailor the template to fit your business and make it your own. (Feel free to use our example as a guide.)
4. Should an executive summary be written in first person or third person?
An executive summary is typically written in the third person to maintain a professional tone. However, if your business plan is for internal use or a more personal presentation, using the first person can be appropriate. The key is to keep your writing clear and professional at all times.
5. How do I make my executive summary stand out?
To make your executive summary stand out, focus on being clear and compelling. Start with a strong opening statement that grabs attention. Use visual elements like bullet points, headings, and charts to make it easy to read. Highlight your unique selling points and ensure your summary is free of complex jargon and technical language.
Remember, your executive summary is often the first impression of your business, so make it count!
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How to Write a Great Executive Summary in a Business Plan
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Free Executive Summary Template
- March 2, 2024
11 Min Read
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We all know that pursuing investors for funding or entrepreneurs for partnership is a challenging task. But an engaging executive summary makes it easy for you.
A well-written executive summary acts as the first impression in convincing your readers of anything related to your business.
But the question is how to write one!
See, include all the sections in the summary, highlight all the main points of the business plan, keep the language simple & clear, and voila, you will have a nice executive summary.
But if you want to know more about how to write an engaging executive summary in a business plan with all the tips, then hop on, let’s begin.
What is a business plan executive summary?
An executive summary is a concise and compelling overview of the whole business plan. It includes and highlights all the key points of the plan as an introduction.
It should be clear, well-structured, and engaging, prompting the reader to want to learn more. It also should provide enough information to convey the business plan’s purpose.
Simply put, it is an outline of the business plan. And it helps readers to understand your business before making any decision.
Executive Summary vs. Business Plan
A business plan is a detailed document that has sections like executive summary, company’s description, product or services, market analysis, marketing & sales strategy, management team, and more.
Whereas, an executive summary is a concise overview of the whole business plan. It also acts like an elevator pitch with a brief information about the business.
The length of a business plan can range from ten pages to fifty pages longs, while an executive summary is only a couple of pages long. Generally, the executive summary is written after writing the entire business plan.
Now as we know the difference between a business plan and an executive summary, let’s move forward with the actual purpose of the summary.
Purpose of an executive summary
An Executive summary is one of the core parts of the business plan, and it has many purposes instead of just being a section, let’s see:
Concise overview
An executive summary is a short version of your business plan. Since not everyone has time to read the full plan, a well-crafted summary gives investors a quick overview of your business, helping them make decisions right there and then.
Decision-making
Executive summary plays a crucial role in the decision-making journey. As it presents all the facts and key findings of the business concisely, it helps decision-makers get a quick overview in no time. This way, readers do not have that fear of not making an informed decision.
Accessibility
An executive summary makes a document more accessible to a wider audience. Those who are not an expert in understanding all the technicalities of the plan can get the gist of the entire business plan by reading an executive summary.
Now that you know the importance of writing an executive summary, let us move forward with the topic of how to actually write one.
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How to write an executive summary for a business plan
1. introduce the purpose.
First things first, let your readers know what is this all about—meaning what your document is all about and which business you are doing.
Then introduce the purpose your business plan is going to address. This way you are setting the base of your business plan, giving a clear idea to the readers about why this document is important.
2. Give the company description
Here, briefly describe your company. It includes things like business name , location, owners, company history, and other such things of the business that matter.
If you are just starting up, then focus on the qualifications and responsibilities of your team members.
Highlight any key milestones or achievements demonstrating your company’s growth and success. This section should give readers a clear understanding of what your company does, why it exists, and how it has evolved.
3. State the problem and how will you solve it
Mention the problem in the market first that your product or service will help solve. This will make your readers confident about your market research and your offerings.
Then showcase the innovative solution your business will offer. Highlight the unique value proposition of your business along with it. Also, mention how your product or service is a market fit and has demand in the industry.
4. Outline market analysis
Once you have defined the problem and solution, it is time to mention the market landscape for your business. It should include the market size, expected growth, target market, and all other demographics.
Also, highlight your competitive advantage here. And mention the market share you are going to capture.
5. Define your business model
In this section, mention how your business earns the revenue and how it works. It sets a clear picture of how your company will make a profit and cover the costs.
This information is necessary for investors, so make sure to present it engagingly and realistically.
6. Give an overview of your marketing and sales strategies
Once you start the business, one of the most important things investors would want to know is how will you attract customers. Therefore, this section is all about what strategies you will implement to bring in new customers and how your business will retain them.
It includes the brand message, logo, marketing medium, and all other tools you have for marketing. Apart from that, it also showcases the seriousness of reaching the sales goal of your business.
7. Mention the team you hired or will hire
Provide an overview of the organizational structure and current team. Introduce yourself and your team members, along with their qualifications and roles in the firm.
Also, identify any gaps and the needs of other employees in the business. In short, this section gives readers a clear understanding of your team’s capabilities and how you plan to leverage their skills for the success of your business.
8. Mention your financial summary
In this part, you outline your company’s current brief financial summary and future projections. It includes annual revenue, sales and expenses, and milestones for the coming years.
For existing companies, former years’ revenue and sales numbers can act as evidence to support forecasts. For startups, it is suggested to include all the costs as it will help investors to know completely about the financial picture of your company before making any decision.
9. Funding requirement
If you are preparing your business plan’s executive summary for seeking funding, then make sure to include this section. Make sure what you include in this section and what you ask practically.
Some of the questions you need to answer in this section are:
- How much funding do you need in total?
- How much have you already secured?
- How much are you seeking from the current readers?
- Where are you going to use this funding?
- How much will this funding impact your business?
Answering these questions will help investors get a quick look at your funding requirements without having to wait till the end of your business plan. This saves time and is more efficient.
How long should an executive summary be?
Before you write an executive summary, this question might have occurred to you a lot more times what is the ideal length of a summary, right? Worry not, let’s discuss the length here.
Keep your executive summary as short as possible, because your audience has limited time and attention span.
Generally, executive summaries are 1-2 pages long, but you can exceed this norm if necessary. However, it is necessary to consider the length of the business plan too before you finalize the length of the executive summary.
The key over here is to get the reader’s attention and highlight all the essential points of a detailed business plan.
Tips for writing an effective executive summary
Understand your audience.
Before writing the summary, you need to first know and understand your audience. Consider their background, knowledge level, and expectations to ensure that the summary matches their expectations.
Keep it as an elevator pitch
Remember, executive summaries are like elevator pitches. You’re selling your business just by reading the focus points only.
Perhaps readers would want to know every aspect of your business, and with a well-written summary, they can have the essence of the business in no time.
Keep it short and sweet
Ideally, a great executive summary is about a page or two. Whatever length seems ideal to you, make sure to make it a brief and not a detailed one. Keep it as short as you can without missing the needed part.
Prefer to write it last
Though being the first sections, entrepreneurs generally choose to write the executive summary at the end, till then, they have a thorough knowledge of the entire plan.
And it is easier to write the summary after having all the focus points to write about. So, prefer writing the summary in the end.
Use a structured format and highlight the main points first
You have to present your summary in an organized structure, though change the order as per the importance. You can highlight the main things first and then gradually go to the financial plan. In short, in skim reading, your audience should get the crux.
Example of a business plan executive summary
A couple of pages is not enough to give every detail of your business in the summary. So, including everything important and in an engaging manner becomes a challenge.
This even includes writing a compelling introduction to grab readers’ attention. Too much isn’t it? To overcome that, explore the below-given executive summary example as inspiration to write yours.
Business Name: Elegance Bistro Location: Queens, New York Type of Business: Restaurant
Elegance Bistro is a new upscale dining establishment located in the vibrant borough of Queens, New York. Our mission is to provide an elegant and unforgettable dining experience, combining exceptional service with a curated menu of gourmet dishes inspired by global cuisine.
Despite the diverse culinary scene in Queens, there is a lack of upscale dining options that offer a refined ambiance and high-quality cuisine. Residents and visitors seeking an upscale dining experience often have to travel to Manhattan, leading to a gap in the market that Elegance Bistro aims to fill.
Elegance Bistro will provide a sophisticated dining experience that showcases the rich diversity of flavors and ingredients found in global cuisine. Our menu will feature a selection of expertly crafted dishes made from locally sourced, seasonal ingredients, ensuring freshness and quality in every bite.
Market Analysis
Queens is a thriving culinary destination, known for its diverse population and vibrant food scene. With a growing number of residents and tourists seeking unique dining experiences, there is a significant opportunity for a high-end restaurant like Elegance Bistro to attract a discerning clientele. There is a competition for the same, but our dining experience with appealing ambiance stands out from all.
Our curated menu includes all the culinary dishes that are popular among New Yorkers and tourists.
Our mission at Elegance Bistro is to elevate the dining experience in Queens by offering exceptional cuisine, impeccable service, and a warm, inviting atmosphere that celebrates the art of dining.
Financial Position
Based on our market research and projected sales, we anticipate generating annual revenues of $1.5 million in our first year of operation, with a net profit margin of 15%. Our startup costs are estimated at $500,000, which will be primarily used for leasehold improvements, kitchen equipment, and initial marketing efforts.
Year | Revenue | COGS | Operating expense | EBITDA |
---|---|---|---|---|
1 | $500,000 | $150,000 | $100,000 | $150,000 |
2 | $600,000 | $180,000 | $120,000 | $180,000 |
3 | $700,000 | $210,000 | $140,000 | $210,000 |
4 | $800,000 | $240,000 | $160,000 | $240,000 |
5 | $900,000 | $270,000 | $180,000 | $270,000 |
Funding Requirement
To fund our startup costs and initial operating expenses, we are seeking a total investment of $750,000. This will allow us to launch Elegance Bistro successfully and establish a strong presence in the Queens dining scene.
So, finally, you know what it takes to write an engaging executive summary. We hope this has been helpful to you in your writing journey.
If you are still confused or don’t know where to start, then you can always rely on good business plan software like Upmetrics—an AI business plan generator . It will provide you with step-by-step guidance and AI assistance, so you don’t have to roam to and fro for the next step.
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Frequently Asked Questions
Is executive summary first in the business plan.
Yes, an executive summary is the first chapter of the business plan. Yet, people prefer to write it at the last, after having the full knowledge of the whole business plan.
What writing style should I use?
An executive summary serves as the introduction to the business plan. So, ideally, it should be in a professional tone. However, whichever writing style you choose, make sure it is clear, concise, engaging, and maintains professionalism.
What are the key elements of an effective executive summary?
Key elements of an effective executive summary are:
- Introduction
- Problem statement
- Market analysis
- Value proposition
- Business model
- Financial Overview
- Implementation plan
- Call to action
By including these key elements in your executive summary, you can effectively communicate the key points of your business and make a strong impression on your audience.
What is the best format for an executive summary?
The best format for an executive summary is one that is clear, concise, and well-organized.
It should provide a brief overview of the main points of the document, including the purpose, problem & solution, market analysis, unique value proposition, business model, financial position, team, milestones, funding requirements, and call to action.
The format should be easy to read and understand, with headings and subheadings to break up the text.
When should I update my executive summary?
You should update your executive summary whenever any necessary changes to your business impact the information in the summary.
If there are no frequent changes, then you should change your executive summary at least once in a quarter, two quarters, or a year.
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Download Free Executive Summary Templates
By Kate Eby | April 2, 2018 (updated April 18, 2024)
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This article includes a comprehensive collection of free executive summary templates, all of which are easy to download, share, edit, and print.
Included on this page, you’ll find a simple executive summary template , a business executive summary template , a executive summary slide template , an project executive summary template , and a research report executive summary template , among others. Plus, check out our list of helpful tips for completing these executive summary templates .
Simple Executive Summary Template
![sample business plan executive summary pdf Simple Executive Summary Template](https://www.smartsheet.com/sites/default/files/2022-07/IC-Simple-Executive-Summary-Template_WORD.png)
Download Simple Executive Summary Template Microsoft Word | Microsoft PowerPoint | Google Docs
Make a positive impact with this dynamic, simple executive summary template — before you submit your report or business proposal. In the Overview section, give a brief rundown of what your proposal will entail. In the Problem Summary section, define your target market and the problem(s) they face; in The Solution section, explain to your readers how your project or product will solve your target audience’s problem.
For helpful examples of executive summaries, see this collection of executive summary examples .
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Business Executive Summary Template
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Download Business Executive Summary Template Microsoft Word | Microsoft PowerPoint | Adobe PDF
Fill out this business executive summary template to ensure that your business report is influential, and that your project or product proposal receives approval. Write a high-level overview of what your project or product will entail (an elevator pitch ). Briefly describe the problem that your project or product will solve and your target market, and include brief analytical data to support your claims and your proposed next steps.
Learn more about how to write an effective executive summary .
Executive Summary Slide Template
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Download Executive Summary Slide Template Microsoft PowerPoint | Google Slides
Use this free template to outline your next big presentation or keep it updated as a live meeting record that documents your evolving internal business plans or funding needs. The customizable PowerPoint slides feature an executive summary template and an outline that you can turn into the separate sections of your presentation. The customizable slides are formatted to outline the important elements of a formal business plan summary.
One-Page Executive Summary Template
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Download One-Page Executive Summary Template Microsoft Excel | Microsoft Word | Adobe PDF
This template is designed to fit your executive project status update on one page. Take advantage of the short sections and bullet points to keep it concise and hook the reader with the most attention-grabbing information. Organize and emphasize the most important information by customizing the subheadings based on your document’s purpose.
Find more free Microsoft Word executive summary templates for any project here .
Executive Summary Checklist Template
Download Executive Summary Checklist Template – Microsoft Word
In your project report or proposal, the executive summary is the first thing that your audience reads, so it’s important to make a positive impression in the limited space that you have. Use this executive summary checklist template to make sure that your executive summary is as clear and dynamic as possible and to increase the likelihood that your project receives approval. By doing so, you can ensure that all sponsors, team members, and other stakeholders know, at a glance, the project’s goals and the results they can expect from implementation.
Executive Summary Outline Template
Download Executive Summary Outline Template – Microsoft Word
This template is the perfect tool for organizations that want to present all project proposal details in an easy-to-read outline format. Provide a brief project overview (your elevator pitch), a broad-strokes summary of your project’s goals and purpose, and the metrics you’ll use in assessing project success after launch. The template helps ensure that you consider all aspects of your proposed project, including competitive analyses, risks, key milestones, project costs, and resource estimates.
For tips and resources, see this comprehensive list of free executive project status templates .
Startup Executive Summary Template
![sample business plan executive summary pdf Startup Executive Summary Template](https://www.smartsheet.com/sites/default/files/IC-Startup-Executive-Summary-Template_0.png)
Download Startup Executive Summary Template Microsoft Excel | Microsoft Word | Adobe PDF | Smartsheet
Startups seeking funding online on platforms like AngelList and Gust use investor profiles to spark interest and earn social proof for their venture. This template acts as a one-page pitch that serves as your company profile on these platforms. You can repurpose this template and save it as a customized PDF summary memo to land your next meeting with investors.
Executive Summary Proposal Template
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Download Proposal Executive Summary Template Microsoft Word | Adobe PDF
Project proposals outline the required resources and project objectives, and summarize key information from the main body of content. This template highlights the specific purpose for your proposal and the compelling points the proposal introduces. Use the executive summary to kickstart your project planning.
Research Report Executive Summary Template
![sample business plan executive summary pdf Research Report Executive Summary Template](https://www.smartsheet.com/sites/default/files/IC-Research-Report-Executive-Summary-Template_WORD_0.png)
Download Research Report Executive Summary Template Microsoft Word | Adobe PDF
Use this template as a synopsis of the research results for reports. This executive summary is formatted to accommodate in-depth reports that need space to use charts and tables to illustrate research data. The template is designed to summarize technical information in a concise manner, and features clear subheadings that communicate key findings to readers of various expertise and interest.
Project Executive Summary Template
![sample business plan executive summary pdf sample business plan executive summary pdf](https://www.smartsheet.com/sites/default/files/IC-Project-Executive-Summary-Template_0.png)
Download Project Executive Summary Template Microsoft Excel | Microsoft Word | Adobe PDF
Keep all of the project stakeholders in the loop with this project management summary template. You’ll find space to highlight project milestones, monitor new requests, and provide brief status overviews.
For more specialized use cases, check out our roundup of free executive project status templates .
Business Plan Executive Summary Template
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Download Business Plan Executive Summary Template Microsoft Word | Microsoft PowerPoint | Google Slides
This executive summary template is designed to get your business plan noticed and reviewed. This document helps you present key information to an external audience and ensure you include more attention to detail than a standard business plan document. Use bullet points and clear, formal language to guide the reader to the most important information about your company.
One-Page Business Plan Executive Summary Template
Download Business Plan Executive Summary Template – Microsoft Word
Perfect for small businesses and large organizations alike, this business plan executive summary template provides the perfect framework for companies to outline their mission, vision, company structure, and relevant history, all on a single page in Microsoft Word. Use the template’s Products and Services section to describe your offerings, the unique value of your proposal, and your competitive advantage. Under the Market Analysis section, state the market opportunity that your proposal addresses, the target market, and why your proposed solution is superior to that of your competitors.
Marketing Plan Executive Summary Template
Download Marketing Plan Executive Summary Template – Microsoft Word
Marketing professionals, advertisers, and brand managers can all use this template to communicate a marketing plan to stakeholders and make it clear what the target audience is, what the strategy and objectives are, and how the product will have a competitive advantage in the marketplace. Use this template as an outline to ensure that you account for all aspects of your proposed marketing plan, including the target audience’s spending habits, relationship to your product, and how your marketing campaign will result in increased foot traffic and sales.
Construction Project Executive Summary Template
![sample business plan executive summary pdf sample business plan executive summary pdf](https://www.smartsheet.com/sites/default/files/IC-Construction-Project-Executive-Summary-Template_0.png)
Download Construction Project Executive Summary Template Microsoft Excel | Microsoft Word | Adobe PDF
This template summarizes the construction project plan and highlights the important schedule milestones, budget data, bid estimates, and timeline details. Use this executive summary to report on the essential detail from the construction plan and keep all of the various stakeholders informed on the critical project information.
Learn more about construction project management by reading “ Construction Project Management 101 .”
What Is an Executive Summary Template?
An executive summary is a brief document that precedes a longer report or proposal as an abbreviated, high-level version of it. A template prompts you to explain the target audience’s problem, and how your proposed solution will solve it.
While executive summary templates can vary, they typically include the following sections, each of which should be no more than five sentences:
- Overview: Briefly describe what your report or business proposal will entail, and why it’s necessary. You should be able to describe your proposed project or product in a few sentences to management, key stakeholders, and potential investors.
- The Problem: Describe your target audience. What problem are they facing? What issue needs a solution that your proposal will address? This is a great opportunity to identify your target audience and the challenges they face, so that it’s clear how your proposed solution is positioned to fulfill that business opportunity.
- Why should a client or end-user choose what you have to offer over competitors’ offerings?
- How does your target audience benefit from your solution, in particular?
- What is your proposed strategy?
- What resources are required?
- What is the proposed business-proposal timeline?
- What evidence do you have to support your proposal?
- Proposed Steps: Describe what is required to implement your solution. What, in particular, would your company or client have to enact to produce the desired solution?
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Business Plan Executive Summary
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Just like in any reading material, especially lengthy, consolidated ones, it is important to include a summary work plan that will give a background as to what the document is all about. This will help the reader/s prepare for what is up ahead and at the same time entice them to read on. If you are able to present compelling in your summary, it may convince your reader/s to give your document a chance.
Business Plan Executive Summary Template
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- Google Docs
Size: 127 KB
Executive Summary Startup Business Plan Template
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- Apple Pages
Size: 33 KB
Business Plan Executive Summary Guide Example
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Size: 338 KB
Business Plan Executive Summary Example
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Size: 488 KB
Lengthy Business Plan Executive Summary Example
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Size: 123 KB
Boston Public Market Business Plan Executive Summary Example
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Size: 258 KB
Oasis Business Plan Executive Summary Example
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Size: 445 KB
Detailed Business Executive Summary Example
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Size: 424 KB
Health Organization Business Plan Executive Summary Example
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Size: 281 KB
County Airport Business Plane Executive Summary Example
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Mobile App Business Plan Executive Summary Example
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Size: 48 KB
Revised Regional Business Plan Executive Summary Example
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Size: 158 KB
What Is a Business Plan Executive Summary?
An executive summary is a section in a document that presents the highlights of the discussed topics. This includes the long term goal and the objectives of the business plan executive summary. The executive summary simplifies the discussions as well as state the purpose of the document. It is basically the summary of the entire document that is intended to encourage the reader/s to read further.
How to Write the Executive Summary of a Business Plan
Step 1: the company information.
Although the first paragraph of your executive summary is intended for an introduction , you can also use it formally introduce the business to the reader/s. You should use a compelling intro before you include the information of your business.
Step 2: The Problem/S the Business Will Solve
If you have a personal mission statement for the company, it is more fitting to put it in this part. Although it is not a requirement in the business plan, the mission statement gives your business direction and defines the character and culture of your company. Your business is only viable if the products and/or services you provide answers or solves an existing problem in the market.
Step 3: The Solution the Business Will Provide
Since you have clearly determined the problem your business will address and solve, explain how your business will be able to do just that. This is where you present the solution your business will provide to the target consumers in order to address and solve such existing issue. However, you have to remember that this is only a budget summary .
Step 4: Concept of the Business
In this part, you need to explain the consumers you are trying to sell your products and/or service to. You also have to explain how your concept fits directly into what they need. This is where you explain and lay out how you will be able to entice your target clients through the concept you have already established.
What are the guidelines of making an executive summary of a business plan?
Writing it with too much or too little information can highly affect your chances of achieving your goal. It should be written once the entire business plan is completed. It should be 3–4 pages in length and should be attached on the first part of the business plan. Its ultimate goals should be enticing and convincing the reader/s to read the entire business plan. It needs to clearly outline the core idea and the main purpose of the business plan. It should be consistent with the contents of the entire business plan as well as the business pitch or presentation. It needs to be compelling, professional, and present the business as well as the owner in a good light so that the reader/s can be convinced to give the business a chance.
What to expect in an executive summary for a business plan?
Here is a list of what you should include in the executive summary of your business plan: name and location of the business, one-sentence summary explaining what separates the business from its competition, overview what problem the business intends to solve, brief explanation of how the business’s products or services solve the stated problem, honest acknowledgment of existing competitors and a short description of your business’s competitive advantages, description of your target customer evidence or proof that the products or services have a target market.
Why do you need an executive summary for a business plan?
It explains the purpose of your business, what you intend to produce or provide, how you plan to sustain it, and so on. Aside from helping you securing funding, a good business plan will also help you run your business since it includes all necessary stages and information needed to start and manage your business.
An executive summary of your business plan will help you present a comprehensive outline of your company’s purpose and goals. It is the part of your business plan that can either make or break your chances to achieving your purpose especially if it meant to help you secure financial aid.
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An executive summary must be your best friend because they are very important in a business proposal format or research study for example.
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Endangered Species; File No. 27551
A Notice by the National Oceanic and Atmospheric Administration on 07/09/2024
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National Marine Fisheries Service (NMFS), National Oceanic and Atmospheric Administration (NOAA), Commerce.
Notice; issuance of permit.
Notice is hereby given that the Georgia Department of Natural Resources (GA DNR) has been issued a permit for the incidental take of shortnose ( Acipenser brevirostrum ) and Atlantic sturgeon ( A. oxyrinchus ) associated with the otherwise lawful commercial shad fishery in Georgia.
The permit and related documents are available on the NMFS Office of Protected Resources website at: https://www.fisheries.noaa.gov/action/incidental-take-permit-georgia-department-natural-resources-0 .
Celeste Stout, phone: (301) 427-8436; email: [email protected] .
Section 9 of the Endangered Species Act (ESA) and Federal regulations prohibits the `taking' of a species listed as endangered or threatened. The ESA defines “take” to mean harass, harm, pursue, hunt, shoot, wound, kill, trap, capture, or collect, or to attempt to engage in any such conduct. NMFS may issue permits, under limited circumstances to take listed species when the takes are incidental to, and not the purpose of, otherwise lawful activities. Section 10(a)(1)(B) of the ESA provides for authorizing incidental take of listed species. The regulations for issuing incidental take permits for threatened and endangered species are promulgated at 50 CFR 222.307 .
The following species are included in the conservation plan and permit application: Atlantic ( Acipenser oxyrinchus ) and shortnose ( A. brevirostrum ) sturgeon.
On August 21, 2023, notice was published in the Federal Register ( 88 FR 56804 ) that a request for a permit for the incidental take of shortnose and Atlantic sturgeon associated with the otherwise lawful commercial shad fishery in Georgia had been submitted by GA DNR. No comments were received during the 30 day public comment period. The requested permit has been issued under the authority of the ESA of 1973, as amended ( 16 U.S.C. 1531 et seq. ) and the regulations governing the taking, importing, and exporting of endangered and threatened species ( 50 CFR parts 222-226 ).
The permit authorizes take of ESA-listed shortnose and Atlantic sturgeon that are caught incidental to the Georgia commercial shad fishery. GA DNR incidental capture will not exceed 60 shortnose sturgeon per year (no more than 180 in a 3-year period) and 40 Atlantic sturgeon per year (no more than 120 in a 3-year period) in the Altamaha River; 5 shortnose sturgeon per year (no more than 15 in a 3-year period) and 25 Atlantic sturgeon per year (no more than 75 in a 3-year period) in the Savannah River. No lethal takes were requested by GA DNR because no mortalities have been observed over the last 10 years. However, due to the risks posed by capture in set and drift gill nets in the GA shad fishery, 10 percent of sturgeon that are captured are expected to be injured and 2.3 percent of both shortnose and Atlantic sturgeon are expected to suffer mortality. Thus, from the above authorized take of shortnose sturgeon, no more than 17 of the interactions may result in injury and no more than 8 mortalities may occur over the duration of the permit. From the above authorized take of Atlantic sturgeon, no more than 17 of the interactions may result in injury and no more than 8 mortalities may occur over the duration of the permit.
Section 10 of the ESA specifies that no permit may be issued unless an applicant submits an adequate conservation plan. The conservation plan prepared by GA DNR describes measures designed to minimize and mitigate the impacts of any incidental take of ESA-listed shortnose sturgeon and Atlantic sturgeon. The State of Georgia has amended its commercial fishing regulations for the Georgia commercial shad fishery to minimize the incidental capture of ESA-listed shortnose sturgeon and the South Atlantic, Carolina, Chesapeake Bay, New York Bight, and Gulf of Maine Distinct Population Segments (DPS) of Atlantic sturgeon. The new regulations restrict fishing to the lower portions of the Savannah and Altamaha Rivers as follows: Waters of the Altamaha River system open to commercial shad fishing are the Ohoopee River upstream to the U.S. Hwy. 1 bridge and the Altamaha River downstream of the US Hwy. 1 bridge to the estuarine waters of the sound/beach boundary. Although they historically were open prior to 2011, all waters upstream of the U.S. Hwy. 1 bridge are closed to commercial shad fishing. These upstream waters include a significant portion of the preferred spawning area and habitat utilized by sturgeon, hence their closure and protection by the GADNR. Waters of the Savannah River system open to commercial shad fishing are the Savannah River downstream of the US Hwy. 301 bridge to the estuarine waters of the sound/beach boundary. The waters upstream of the US Hwy. 301 bridge are considered to include a significant portion of the preferred spawning area and habitat utilized by sturgeon, hence their closure and protection by the GADNR.
The Georgia shad fishery is open from January 1 to as late as April 30 each year, but would typically end March 31. In addition, GA DNR will implement measures described in the conservation plan that accompanies the permit to minimize, monitor, and mitigate the incidental take of ESA-listed sturgeon. The conservation plan includes continued implementation of Georgia's amended commercial fishing regulations for the Georgia shad fishery, which are expected to minimize the bycatch of sturgeon by closing to shad fishing sections of the rivers that previously had the highest bycatch rates. These closures would also protect known and suspected sturgeon spawning sites. Georgia regulations require that sturgeon captured in shad nets be released unharmed into the waters from which they were taken. GA DNR is also expected to incidentally capture sturgeon during monitoring of the shad run. GA DNR will set drift nets in the Altamaha River during the fishing season to monitor the shad run and approximate the rate of incidentally captured shortnose and Atlantic sturgeon. This take is covered in the take authorizations provided above, no mortalities are anticipated. GA DNR will continue to educate commercial shad fisherman on identification of sturgeon species; proper handling techniques to minimize impacts to incidentally captured sturgeon, including the importance of frequently checking nets and immediately releasing sturgeon that were incidentally captured; the biological and legal importance of reporting incidental capture of sturgeon; and the importance of accurately recording sturgeon intercepts and returning the trip tickets in a timely manner. GA DNR has also committed to will insert passive integrated Start Printed Page 56344 transponder (PIT) tags and collect genetic samples from Atlantic sturgeon incidentally captured during monitoring in order to better determine what DPSs of Atlantic sturgeon are being captured in the fishery. The cost associated with the PIT tagging and the genetic sampling components of the conservation plan will be funded through the sources identified in the application.
Issuing an ESA section 10(a)(1)(B) permit constitutes a Federal action requiring NMFS to comply with the National Environmental Policy Act (NEPA; 42 U.S.C. 4321 et seq. ) as implemented by 40 CFR parts 1500-1508 and NOAA Administrative Order 216-6, Environmental Review Procedures for Implementing the National Policy Act (1999). NMFS has determined that the activity proposed is categorically excluded from the requirement to prepare an environmental assessment or environmental impact statement. This action falls within the B3 category—Issuance of, and amendments to, “low effect” Incidental Take Permits and their supporting “low effect” Habitat Conservation Plans under section 10(a)(1)(B) of the ESA. Additionally there are no extraordinary circumstances with the potential for significant environmental effects that would preclude the issuance of this permit type from being categorically excluded.
Dated: July 3, 2024.
Angela Somma,
Chief, Endangered Species Division, Office of Protected Resources, National Marine Fisheries Service.
[ FR Doc. 2024-15018 Filed 7-8-24; 8:45 am]
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COMMENTS
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 ...
A business plan consists of your company's mission, vision, product or service description, brand identity, goals, target market, and financial projections. In turn, an executive summary should be a short version of your business plan. It should contain the following details: Your company's name and office locations. Mission and vision.
The executive summary is a concise, optimistic overview of the business that appears at the outset of the business plan. An executive summary is typically between one and two pages long, contains two-sentence outlines of each business plan section, and focuses on the most vital business information. Ideally, potential investors will be able to ...
Executive summaries allow decision-makers to quickly grasp the key points of important documents and make decisions. We've collected a variety of executive summary examples and templates that you can use as models for your executive summaries. Included in this article, you'll find a business plan executive summary example, a project ...
An executive summary in a business plan is a concise overview that provides a snapshot of the key elements of the plan as it pertains to the business overall. It outlines the business concept, objectives, market analysis, financial projections, and other essential information. The executive summary serves as a summary and introduction to the ...
An executive summary of a business plan gives readers an overview of your business plan and highlights its key points. The executive summary should start with a brief overview of your business concept. Then it should briefly summarize each section of your business plan: your industry analysis, customer analysis, competitive analysis, marketing ...
Here's a streamlined approach to crafting an impactful executive summary: 1. Start with Your Business Overview. Company Name: Begin with the name of your business. Location: Provide the location of your business operations. Business model: Briefly describe how you make money, the producfs and/or services your business offers.
Download a free executive summary template in word, PDF, or Google doc format. ... Free business plan template. A fill-in-the-blank template designed for business owners. Download Now. Sample Plans. Popular Plans. ... An executive summary should include a business overview, problem statement, solution description, target market, competition ...
8 Tips for Writing a Perfect Business Plan Executive Summary. a. You must ensure that your first paragraph is strong enough. To attract the reader's attention and compel them to read the rest of the summary. For example, you can start by stating a market problem that your business promises to fix.
Download Executive Summary Template for Word & PDF or email it to yourself later. Download Executive Summary Template for Word & PDF. Download as ... we provide a framework for a Business Plan Executive Summary that you can use as a guide, but keep in mind that you will need to adapt it to the contents of your specific document. HubSpot Tip ...
Place the executive summary near the beginning of the business plan. Before you write the executive summary, you'll have to write the rest of the business plan first. The executive summary should contain all relevant information about the business, including name, mission, services offered, market, and financial projections. Was this page helpful?
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.
Business Plan PDF! Welcome to our Executive Summary Example Business Plan PDF. The executive summary is the most important part of your business plan. When it is expertly completed, it will help you attract investors, partners, and stakeholders, elevating your business to new heights. The Executive Summary of a Business Plan is your moment to ...
EXECUTIVE SUMMARY. The executive summary is essentially your business resume. It is a one page document of approximately 1,000 words that can stand alone if it is separated from the rest of the plan. It should very quickly and clearly convey to the reader the key elements of your business or idea: The problem you are solving; your solution and ...
A business plan executive summary is a condensed overview of the key elements of your business plan. It introduces your business, what you offer (products or services), your target market, and what sets you apart from the competition. It also outlines your financial projections and funding needs (if applicable) and gives a clear picture of your ...
A good business plan guides you through each stage of starting and managing your business. You'll use your business plan as a roadmap for how to structure, run, and grow your new business. It's a way to think through the key elements of your business. Business plans can help you get funding or bring on new business partners.
An executive summary is a concise and compelling overview of the whole business plan. It includes and highlights all the key points of the plan as an introduction. It should be clear, well-structured, and engaging, prompting the reader to want to learn more. It also should provide enough information to convey the business plan's purpose.
Download Business Plan Executive Summary Template - Microsoft Word. Perfect for small businesses and large organizations alike, this business plan executive summary template provides the perfect framework for companies to outline their mission, vision, company structure, and relevant history, all on a single page in Microsoft Word.
It should be written once the entire business plan is completed. It should be 3-4 pages in length and should be attached on the first part of the business plan. Its ultimate goals should be enticing and convincing the reader/s to read the entire business plan. It needs to clearly outline the core idea and the main purpose of the business plan.
Sample Business Plan Executive Summary Example - Free download as PDF File (.pdf), Text File (.txt) or read online for free. Scribd is the world's largest social reading and publishing site.
Executive Summary: One of the crucial elements of an executive business plan is the executive summary. It provides a clear and concise summary of the document which focuses the intentions of the CEO or business executive that will be discussed in the overall plan. It should be a compelling part of the plan as it demonstrates the mission statement of the business, plus a brief description of ...
2. Formatting: Divide the summary into two main sections: "Background" and "Findings and Implications." The executive summary will follow the organization of the proposal, report, or plan and you are providing the scope, in summary, of the larger document. A. Background: This section can contain one or more paragraphs.
Prepare a One Page Executive Summary After Downloading a Free Download Sample in Word, PDF, or Google Docs. Use a Doc Example for a Project Report, Business Plan, Management Assignment, Comprehensive Proposal, Research Paper, or Case Study. Format an Executive Summary Now.
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Conservation Plan. Section 10 of the ESA specifies that no permit may be issued unless an applicant submits an adequate conservation plan. The conservation plan prepared by GA DNR describes measures designed to minimize and mitigate the impacts of any incidental take of ESA-listed shortnose sturgeon and Atlantic sturgeon.