how to write an executive summary for research paper

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

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

Importance of a Good Executive Summary

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

When preparing to write, keep in mind that:

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

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

Structure and Writing Style

Writing an Executive Summary

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

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

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

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

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

Common Mistakes to Avoid

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

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

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How To Write A High-Impact Executive Summary

By Derek Jansen | January 2018

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

So, what is an executive summary?

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

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

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

The 4 Important Attributes Of An Exec Summary

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

#1 – It should be able to stand alone.

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

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

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

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

#3 – It should be concise.

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

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

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

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

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

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

#4 – It should be written last.

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

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

So, what goes into an executive summary?

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

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

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

Paragraph 1: Introduction

This paragraph should cover the following points:

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

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

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

Paragraph 2: Analysis and findings

In this paragraph, you should discuss the following:

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

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

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

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

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

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

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

Paragraph 3: Recommendations

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

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

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

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

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

Paragraph 4: Implementation

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

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

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

A practical example:

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

Paragraph 5: Reflection

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

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

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

Time to test it out.

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

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

  Wrapping up.

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

The key attributes of a high-impact executive summary:

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

The key contents of a high-impact executive summary:

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

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

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

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

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

Regards Saane

It’s a pleasure!

This was really helpful with how to structure my assignment.

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

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

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

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The First Impression: Executive Summary In A Research Paper

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

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

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

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

What Is An Executive Summary In A Research Paper?

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

Why Do We Compose An Executive Summary?

We compose an executive summary for several important reasons:

1. Decision-Making Support

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

2. Accessible To A Wide Audience

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

3. Overview Of Research Or Project

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

The Executive Summary Length And Placement

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

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

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

Structure Of An Executive Summary For A Research Paper

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

Introduction

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

Research Methodology

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

Key Findings

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

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

Executive Summary For A Research Paper Formatting

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

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

The Executive Summary Mistakes To Avoid

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

Lack Of Clarity

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

Excessive Length

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

Lack of Context

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

Inconsistent Tone

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

Missing Contact Information

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

Executive Summary Writing Tips And Recommendations

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

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

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

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

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About Sowjanya Pedada

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

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How to Write an Executive Summary for a Research Paper

Published 16 October, 2023

It is necessary to file an executive summary along with the documents for business purposes.  Students need to write an executive summary (sometimes known as a management summary) of their content to give a brief description to the readers about their work.

It must cover every significant point of your research but in short. So that the audience would get an accurate idea of your work and can decide whether they should read further your larger paperwork or not. Students must not skip any key idea and essential points while giving a precise summary of their work. The executive summary doesn’t contain an introduction, conclusion, or any new idea of your research paper.

It is challenging and complicates the task for the students to cover each argument, idea and the main point of their research work within the possible minimum number of words. However, you have to do it smartly to convince the readers of the purpose of the research.

What is an executive summary?

An executive summary gives a concise view of a prodigious document. It is generally the first most or only thing which readers need to consider so it must be able to communicate every key point, Research findings , and Results of your research.

It is a brief synopsis of your research work. So to maintain its length, you can’t skip any vital point to describe in it as hardly any reader goes through the entire report. You must write a compelling executive summary to grab the attention of your readers and allure them to go into the depth of your paper.

Executive summaries Components

There are mainly four components of the executive summary, shown below:

• Purpose: You must clearly define the very purpose you need to address and ways to analyze them.
• Key points: Every vital aspect, along with the central idea of your research, you should describe in the exact order as the main paper.
• Results: The outcomes yield from the research.
• Recommendations: You should recommend your suggestions to improve the issues found while researching.

Though it is a very tough task to write a compelling executive summary, yet you can achieve your goal by giving due consideration to the above components.

Importance of executive summary

• The executive summary is a condensed version of the main document, such as a business plan, that grabs the attention of your audience. It contains information on what needs to be done and how you will do it in order for success to come about.
• Filing a useful executive summary with the main document is a way for the students to grab the attention of their professors and to attract them with the content so that they would agree to go through the entire research work.
• If the college students are struggling with their low grades, then they can accelerate them by impressing their supervisors with their quality work. Students can confidently update their resume for the job with their research activity if they got kind remarks from the professors for their hard work.
• Similarly, an excellent executive summary can entice the investors to read the entire business document and go into its dept. It helps them to make an accurate decision about whether they should invest in the proposed business plan or not.

Read Also: Defining Hypothesis in Research

How to write a fantastic Executive summary?

There are essential suggestions that can help the students to write a useful executive summary.

1. Write it up to last

When it is about to inform innovative business decisions and strategies, then students need to do valuable research.

Once the students can do educational research, then they have to start working in terms of packaging findings that can easily communicate the need and value for an altered strategy to leadership. The most significant and effective way to do this is to create an appropriate business plan, including all of the findings, research, and suggestions. This type of creative business plan requires an executive summary.

It can be the best practice to craft the executive summary of an appropriate business plan after every other part of the report.  This gives the surety to the students that they can build out a review representing the final remnants of the plan as accurately as it is possible.

2. Try to capture the reader’s attention.

There is no doubt that a well-format executive summary must be informative in nature. However, it should also capture the attention of the audience. If the audience found the content interesting, then they can decide whether they want to read the remaining document or not.

The main objective of the presentation direction should be to inspire the audience with the research findings and the structurally proposed trends. Admittedly, at the end of the practical executive summary, readers might be eager to know whether they would be an advisor, banker, investor, or executive.

The right executive summary should be thorough, but the review should not reveal everything immediately. The audience would get encouraged to read out the complete story by reading the fantastic summary of a report.

3. Make sure an executive summary can stand extraordinarily

An executive summary with a clearly defined structure can become efficient. Without involving the practical review, any of the reports can appear dull and unclaimed. If the students are not able to make the executive summary that can stand on its own, then they have to revise it again and again until they get succeeded.

A useful and informative introduction paragraph, central body part, and conclusion should allow the audience who does not know the business to read the executive summary and understand the key findings from the student’s research, and the primary elements which you have mentioned in the business plan.

4. Think of an executive summary to make a condensed business plan

Students have to create a compelling executive summary to align it with more critical business strategies and plans. While writing about the executive summary, students have to read thoroughly business plan and can take the crucial information from each critical section. All the facts, evidence, numbers, and goals mentioned in the business plan must fit in the executive summary.

5. Make and include supporting research

Make the supportive claims to the executive summary for which the students have done high research and use it to create an appropriate business plan.

6. Boil it down as much as possible

Students have to use precise words and a succinct style to make a unique executive summary. By getting all the necessary information onto one page, students can condense the executive research effectively. The more succinct research students make, the more apparent their message received to the audience plus readers will get more confidence to understand the business strategies.

7. Start impressively with a BANG

If the students include a thought-provoking quote or an inspiring paragraph at the beginning of the executive summary, then it can attract the reader’s attention and can make the readers think like the students want to.

8. Keep things innovative and decisive

Try to focus the executive summary only on the positive elements of the business plan and the research done. Students have to leave all the negative discussions, obstacles, risks, and challenges for the body section of the business plan.

Necessary five-paragraph steps for making an executive summary

Students can break down a compelling executive summary into five paragraphs.

Paragraph 1: Provide a mandatory overview of a business plan

Students can capture the attention of readers by writing attractive statistics and quotes at the beginning of the summary. The first paragraph should include relevant information about business plans and insight information about the industry.

Paragraph 2: Discuss target competition, market, and business strategy

The second paragraph should include a concise and precise definition of the target market and the point of the business plan which the students want to solve. In the next step, outline the strategies with efficiency and the essential information that the specific business possesses.

The marketing strategy should focus on the three primary ways to achieve the plan of the target market. When the students focus on three forms of the market strategy, then they can maintain precision, and make the readers interested to read about their plan.

Paragraph 3: Provide an overview of highlights

The third paragraph of the executive summary should reflect operational highlights like where the office of the company is located and how long one can work there.

Paragraph 4: Make forecasting

Here students have to create sales forecasting projections after their business plan gets implemented. Students can calculate the breakeven point, and then inform the audience how they can turn a business plan into profit.

Paragraph 5: Detail the needs of investors

If any business requires finance, then one has to understand that it is time to invest in it. Students have to clear every information and point to make the current projections.

Appropriate length of an executive summary for a research paper?

There is no rule or secret of writing an executive summary of the research paper by using the words, but if the students understand the basic guidelines, they can make it useful. However, if the students are making it huge, then there is no need to write it. The real of the executive summary is to grab the attention of the reader as well as to reduce the time of the students.

For example, if the students have written ten pages of a research paper, then the executive summary will not be much larger than one page. The length of the executive summary should be as small as is possible by mentioning all the necessary points. When the students can put all the informative data in their review by making it shorter, then it means they had made an effective paper.

Instructions for writing an executive summary

We’ve compiled a list of executive summary tips to help you get started. These include general and more specific instructions for how best to approach your document so that readers can quickly understand its purpose, content, and value proposition

General instrustions

• Students must understand that an executive summary of any business report or research paper is a short review of the document: Short and review are two keywords here. Students should not make a comprehensive executive summary in any way. The executive summary should not be a substitute for the paperwork. You should keep the executive summary less than 10% of the original document. Students can keep it between 5% and 10%, not more than this.
• An executive summary of a business document has adhered to specific structural and stylistic guidelines: Students should apply specific structural and stylistic guidelines while writing an executive summary for the document like; Paragraph of the summary should be kept short The executive summary should make some sense even if you do not read the paper You should write an executive summary in a language that is appropriate for the readers.
• Students must define the problem: A problem should be clearly defined in an executive summary. Students should make sure that they are describing the problem clearly in simple and understandable terms because the documents and original reports are written based on Requests for proposals.
• Students must provide a solution while writing an executive summary: A solution must be written for the stated problem. Students need to write the solution to deliver a claim statement of purpose so that the solution can effectively tackle the problem. The solution will not make any sense if you have not clearly defined the problem.
• Graduate students must use bullet points, graphics, and headings: It is not an easy and simple task to write an executive summary. It would help if you did not write long blocks of text in the executive summary. If students enhance understanding of the fact or writing more skimmable summary then it is good to use the following; Graphics: The use of graphics in the executive summary illustrates the precise nature of the problem of the client, which can drive the point of the summary. Stimulating the visual sense by using graphics is very useful as the logical sense. Bullets: students can break down the long list of information in the desirable bullets. Headings: students should organize the theme of the summary in headings if necessary. It will help to orient the reader as readers always drive into the summary.
• College students must write fresh and Jargon free content in an executive summary: Jargon is trendy in the business world. Students should avoid the words like interface, core competency, leverage, and burning platform in the executive summary.

Read Also: Problem Statement In Research

Specific instructions

• Start with an original document: students should be familiar with the original paper to include it down to the information version. Review your document correctly whether it is a business plan, report, or manual to include the main ideas of it in an executive summary.
• Write a brief review: define the purpose and scope of the company which sponsors the document. It is the main section of the executive summary of the paper. You have to write about the specialty of your business in two or three lines. Mention why your business deserves the scrutiny of the people who are reading the summary.
• Define the problem: discussion about the problem is the foremost step of writing an executive summary of the paper. So, students here need to explain the issue of the topic. The problem should be defined in a clear and precise manner. The ill-defined problem will not sound convincing to the readers and will not let you describe the solution of the problem.
• Write a unique solution: Defining the problem is a secure part of the summary. Now, in this next step, you have to convince the readers for reading your paper by providing them with a unique solution to the defined problem. It will be a great idea for your summary if you clearly define the problem as well as a solution in it.
• Talk about the market potential: According to this tip, you have to elaborate on the stated problem by providing the stats of your business. Do not give too much extra about your business than your company has.
• Incorporate your USP: At this point, you can elaborate on the unique selling proposition of your business.
• If necessary, talk about your business model: Describe the business modal clearly and easily if needed. Some executive summaries do not need to define a business modal. However, if your summary needs it, then explain it clearly.
• If necessary, discuss your management team: If there is a need, then present your management team. It can be an essential part to be written in a summary depending upon the type of your industry.
• Provide business financial projections to support informative claims: Based on the market skills, business strategy model, and historical performance, students have to develop a bottom-up executive economic forecast. The primary purpose of the projections is to demonstrate competence as well as the ability to build financial projections based on a set of predictions or assumptions.
• Ease in to make a request: Now the time comes to request either a loan or an investment, which mainly depends on the purpose of the executive summary. Students should restate the term that why the business company requires a value. Remind the audience about the pain and business strategies that you are going through. Finally, recognize the team about doing the job excellently. One can ask for the major plans and amount that can help make a business successful. It is not worth disclosing any of the statements, yet instead, it can be effective through face-to-face negotiation.
• Recheck the entire summary: When one had written all the essential terms then rereading it can be useful. Carefully proofread the review by considering the audience for the presentation of the documents. Make sure that the language is concise and clear to the audience who is new to the topic.

How is an executive summary of a research paper different from the abstract?

The process of writing an executive summary of your paper is entirely different from a research paper abstract . For writing an of your paper, you cannot follow the same format of writing an abstract. An abstract and an executive summary of the research paper serve different purposes.

An abstract is a glimpse of what the students are going to do in the research paper whereas for the summary; students need to discuss everything and every part of the research paper in brief without missing any fact and crucial point.

So while writing an executive of your research paper, you have o write everything from the aim of the paper to the solutions of the problem along with the references. On the other hand, while writing an abstract of the paper, there is no need to write all these.

Now, you should have the knowledge to draft a compelling summary for your document. From the above content, you would have learned everything about writing an executive summary.

If even you lack somewhere while writing a useful summary of your paper, the helpers of MyResearchTopics.com can assist in writing an executive summary of the paper.

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How to write an executive summary in 10 steps

Whether presenting a business plan, sharing project updates with stakeholders, or submitting a project proposal, an executive summary helps you grab attention and convey key insights.

Think of it as a condensed version of a document, report, or proposal that highlights the most important information clearly and concisely. It's like a "cheat sheet" that gives you a snapshot of the main points without reading the entire thing.

Throughout the article, we'll explore some examples of executive summaries to give you a better understanding of how they can be applied. Plus, we'll provide you with ready-to-use templates and best practices for writing compelling executive summaries.

What is an executive summary?

An executive summary is a concise overview of a longer document or report. It is typically written for busy executives or decision-makers who may not have the time to read the entire document but still need to grasp its key points and recommendations. 

An effective executive summary should capture the essence of the document, highlighting the most important information in a brief and easily understandable way. It should provide a snapshot of the document's purpose, methodology, major findings, and key recommendations. The summary should be written in a way that allows the reader to quickly grasp the main ideas and make informed decisions based on the information presented.

Why do you need to write one?

For a business owner , an executive summary is one of the most important documents you will have. Like a business plan , they help you lay out the potential value of your business and your potential for success. 

Unlike a business proposal, however, an executive summary is designed to be read in a brief amount of time. That makes them ideal for a variety of uses, like project proposals and research summaries. Sending your strategic plan to a prospective investor or stakeholder likely won’t get you far. But a brief report that clearly states your key findings and what’s in it for them might help you — and your proposal — stand out. It isn't all the details. It's what gets you the meeting to share more.

An executive summary is also a business document that can travel without you. It may be presented to other leaders and potential investors. If it’s written well, it will take on a life of its own. You may find that you get support and resources from places you never imagined.

What should be included in an executive summary?

Your executive summary should include brief descriptions of who your product, service, or proposal is for and your competitive advantage. Be sure to introduce your report concisely yet clearly . Note the most important points and its overall purpose––what do you hope to achieve with this report? 

Also, include any necessary background information and statistics about the industry, high-level information about your business model, necessary financial information, or other insights you discuss in the report. Depending on your proposal, you may want to consider summarizing a market analysis of your target market.

Typically, an executive summary follows a structured format, including sections such as:

• Introduction: Provides a brief background and context for the document.
• Objective or purpose: Clearly states the goal of the document and what it aims to achieve.
• Methodology: Briefly describes the approach, data sources, and methods used to conduct the research or analysis.
• Findings: Summarizes the main findings, conclusions, or results derived from the document.
• Recommendations: Outlines the key recommendations or proposed actions based on the findings.
• Conclusion: Provides a concise wrap-up of the main points and emphasizes the significance of the document.

How do you write an executive summary?

When tackling an executive summary, it's all about following a structured approach to ensure you effectively communicate those crucial points, findings, and recommendations. Let’s walk through some steps and best practices to make it a breeze:

Step 1: Get to know the document

Take the time to dive into the full document or report that your executive summary will be based on. Read it thoroughly and identify the main objectives, key findings, conclusions, and recommendations.

Step 2: Know your audience

Think about who you're writing the executive summary for. Consider their knowledge level, interests, and priorities. This helps you tailor the summary to their needs and make it relevant and impactful.

Step 3: Outline the structure

Create an outline for your executive summary with sections like introduction, objective, methodology, findings, recommendations, and conclusion. This way, you'll have a logical flow that's easy to follow.

Step 4: Start strong

Kick off your executive summary with a captivating opening statement. Make it concise, engaging, and impactful to hook the reader and make them want to keep reading.

Step 5: Summarize objectives and methodology

Give a brief overview of the document's objectives and the methodology used to achieve them. This sets the context and helps the reader understand the approach taken.

Step 6: Highlight key findings

Summarize the main findings, conclusions, or results. Focus on the juiciest and most relevant points that support the document's purpose. Keep it clear and concise to get the message across effectively.

Step 7: Present key recommendations

Outline the important recommendations or proposed actions based on the findings. Clearly state what needs to be done, why it matters, and how it aligns with the document's objectives. Make those recommendations actionable and realistic.

Step 8: Keep it snappy

Remember, an executive summary should be short and sweet. Skip unnecessary details, jargon, or technical language . Use straightforward language that hits the mark.

Step 9: Review and polish

Once you've written the executive summary, give it a careful review for clarity, coherence, and accuracy. Make sure it captures the essence of the full document and represents its content faithfully. Take the extra step to edit out any fluff or repetition.

Step 10: Dress to impress

Consider formatting and presentation. Use headings, bullet points, and formatting styles to make it visually appealing and easy to skim. If it makes sense, include some graphs, charts, or visuals to highlight key points.

Tips for writing an effective executive summary

• Adapt your language and tone to suit your audience.
• Keep things concise and crystal clear—say no to jargon.
• Focus on the most important info that packs a punch.
• Give enough context without overwhelming your reader.
• Use strong and persuasive language to make your recommendations shine.
• Make sure your executive summary makes sense even if the full document isn't read.
• Proofread like a pro to catch any pesky grammar, spelling, or punctuation errors.

Executive summary template for business plans

Here's a general template for creating an executive summary specifically for business plans:

[Your Company Name]

[Business Plan Title]

Business overview

Provide a brief introduction to your company, including its name, location, industry, and mission statement . Describe your unique value proposition and what sets your business apart from competitors.

Market analysis

Summarize the key findings of your market research. Provide an overview of the target market, its size, growth potential, and relevant trends. Highlight your understanding of customer needs, preferences, and behaviors.

Product or service offering

Outline your core products or services, including their key features and benefits. Emphasize how your offerings address customer pain points and provide value. Highlight any unique selling points or competitive advantages.

Business model

Explain your business model and revenue generation strategy. Describe how you will generate revenue, the pricing structure, and any distribution channels or partnerships that contribute to your business's success.

Marketing and sales strategy

Summarize your marketing and sales approach. Highlight the key tactics and channels you will use to reach and attract customers. Discuss your promotional strategies, pricing strategies, and customer acquisition plans.

Management team

Introduce the key members of your management team and their relevant experience. Highlight their expertise and how it positions the team to execute the business plan successfully. Include any notable advisors or board members.

Financial projections

Summarize your financial projections, including revenue forecasts, expected expenses, and projected profitability. Highlight any key financial metrics or milestones. Briefly mention your funding needs, if applicable.

Funding requirements

If seeking funding, outline your funding requirements, including the amount needed, its purpose, and the potential sources of funding you are considering. Summarize the expected return on investment for potential investors.

Reiterate the vision and potential of your business. Summarize the key points of your business plan, emphasizing its viability, market potential, and the expertise of your team. Convey confidence in the success of your venture.

Note: Keep the executive summary concise and focused, typically within one to two pages. Use clear and compelling language, emphasizing the unique aspects of your business. Tailor the template to suit your specific business plan, adjusting sections and details accordingly.

Remember, the executive summary serves as an introduction to your business plan and should pique the reader's interest, conveying the value and potential of your business in a concise and persuasive manner.

Executive summary examples

Every executive summary will be unique to the organization's goals, vision, and brand identity. We put together two general examples of executive summaries to spark your creativity and offer some inspiration. 

These are not intended to be used as-is but more to offer ideas for how you may want to put your own executive summary together. Be sure to personalize your own summary with specific statistics and relevant data points to make the most impact.

Example 1: executive summary for a communications business plan

Introduction:

We're thrilled to present our innovative [insert product] that aims to revolutionize the way people connect and engage. Our vision is to empower individuals and businesses with seamless communication solutions that break barriers and foster meaningful connections.

Market opportunity:

The communications industry is evolving rapidly, and we've identified a significant opportunity in the market. With the proliferation of remote work, the need for reliable and efficient communication tools has skyrocketed. Our extensive market research indicates a demand for solutions that prioritize user experience, security, and flexibility.

Product offering:

At [Company Name], we've developed a suite of cutting-edge communication tools designed to meet the diverse needs of our customers. Our flagship product is a unified communication platform that integrates voice, video, messaging, and collaboration features into a seamless user experience. We also offer customizable solutions for businesses of all sizes, catering to their unique communication requirements.

Unique value proposition:

What sets us apart from the competition? Our user-centric approach and commitment to innovation. We prioritize user experience by creating intuitive interfaces and seamless interactions. Our solutions are scalable, adaptable, and designed to keep up with evolving technological trends. By combining ease of use with advanced features, we deliver unparalleled value to our customers.

Target market:

Our primary focus is on small and medium-sized businesses (SMBs) that require efficient and cost-effective communication tools. We also cater to individuals, remote teams, and larger enterprises seeking reliable and secure communication solutions. Our target market encompasses industries such as technology, finance, healthcare, and professional services.

Business model:

To generate revenue, we employ a subscription-based business model. Customers can choose from different plans tailored to their specific needs, paying a monthly or annual fee. We also offer additional services such as customization, integration, and customer support, creating additional revenue streams and fostering long-term customer relationships.

Marketing and sales strategy:

Our marketing strategy centers around building brand awareness through targeted digital campaigns, content marketing, and strategic partnerships. We'll leverage social media, industry influencers, and online communities to reach our target audience. Additionally, our sales team will engage in proactive outreach, nurturing leads and providing personalized consultations to convert prospects into loyal customers.

Team and expertise:

Our team is composed of experienced professionals with a deep understanding of the communications industry. Led by our visionary founder and supported by a skilled and diverse team, we have the expertise to drive innovation, develop robust products, and deliver exceptional customer service. We're passionate about our mission and dedicated to making a lasting impact in the market.

Financial projections:

Based on extensive market research and financial analysis, we anticipate strong growth and profitability. Our financial projections indicate steady revenue streams, with increasing customer adoption and market share. We're committed to managing costs effectively, optimizing our resources, and continuously reinvesting in research and development.

Funding requirements:

To fuel our ambitious growth plans and accelerate product development, we're seeking [funding amount] in funding. These funds will be allocated towards expanding our team, scaling our infrastructure, marketing efforts, and ongoing product innovation. We believe this investment will position us for success and solidify our market presence.

Conclusion:

In summary, [Company Name] is poised to disrupt the communications industry with our innovative solutions and customer-centric approach. We're ready to make a positive impact by empowering individuals and businesses to communicate effectively and effortlessly. Join us on this exciting journey as we redefine the future of communication. Together, we'll shape a connected world like never before.

Example 2: executive summary for a project proposal

[Project Name]

[Project Proposal Date]

Hello! We're thrilled to present our project proposal for [Project Name]. This executive summary will provide you with a high-level overview of the project, its objectives, and the value it brings.

Project overview:

Our project aims to [describe the project's purpose and scope]. It's a response to [identify the problem or opportunity] and has the potential to bring significant benefits to [stakeholders or target audience]. Through meticulous planning and execution, we're confident in our ability to achieve the desired outcomes.

Objectives:

The primary goal of our project is to [state the overarching objective]. In addition, we have specific objectives such as [list specific objectives]. By accomplishing these goals, we'll create a positive impact and drive meaningful change.

Our proposed approach for this project is based on a thorough analysis of the situation and best practices. We'll adopt a structured methodology that includes [describe the key project phases or activities]. This approach ensures efficient utilization of resources and maximizes project outcomes.

The benefits of this project are truly exciting. Through its implementation, we anticipate [describe the anticipated benefits or outcomes]. These benefits include [list specific benefits], which will have a lasting and positive effect on [stakeholders or target audience].

Implementation timeline:

We've devised a comprehensive timeline to guide the project from initiation to completion. The project is divided into distinct phases, with well-defined milestones and deliverables. Our timeline ensures that tasks are executed in a timely manner, allowing us to stay on track and deliver results.

Resource requirements:

To successfully execute this project, we've identified the key resources needed. This includes [list the resources required, such as human resources, technology, equipment, and funding]. We're confident in our ability to secure the necessary resources and allocate them effectively to ensure project success.

A project of this nature requires a well-planned budget. Based on our analysis, we've estimated the required funding to be [state the budget amount]. This budget encompasses all project-related costs and aligns with the anticipated benefits and outcomes.

Our project proposal is an exciting opportunity to address [the problem or opportunity] and create tangible value for [stakeholders or target audience]. With a clear vision, defined objectives, and a robust implementation plan, we're ready to embark on this journey. Join us as we bring this project to life and make a lasting impact. 

Is an executive summary the same as a project plan?

While both are important components of project management and documentation , they serve different purposes and contain distinct information.

An executive summary, as discussed earlier, is a concise overview of a longer document or report. It provides a snapshot of the key points, findings, and recommendations. It focuses on high-level information and aims to provide an overview of the document's purpose, methodology, findings, and recommendations.

On the other hand, a project plan is a detailed document that outlines the specific activities, tasks, timelines, resources, and milestones associated with a project. It serves as a roadmap for project execution, providing a comprehensive understanding of how the project will be carried out.

A project plan typically includes objectives, scope, deliverables, schedule, budget, resource allocation, risk management, and communication strategies. It is intended for project team members, stakeholders, and those directly involved in the execution.

In summary, an executive summary offers a condensed overview of a document's key points, while a project plan provides a comprehensive and detailed roadmap for executing a project.

Executive summaries vs. abstracts

An executive summary is not the same as an abstract. Executive summaries focus on the main points of a proposal. They highlight when and why a reader should invest in the company or project.

An abstract, on the other hand, concentrates on what the business does and its marketing plan. It typically doesn’t include detailed information about finances.

While it is usually compelling, it’s less of an elevator pitch and more of a summary. The goal of an abstract is to inform, not to persuade. On the other hand, the goal of an executive summary is to give readers who are pressed for time just enough information that they’ll want to look further into your proposition.

When do you use an executive summary?

An executive summary is used in various situations where there is a need to present a condensed overview of a longer document or report. Here are some common instances when an executive summary is used:

• Business proposals: When submitting a business proposal to potential investors, partners, or stakeholders, an executive summary is often included. It provides a concise overview of the proposal, highlighting the key aspects such as the business idea, market analysis, competitive advantage, financial projections, and recommended actions.
• Reports and research studies: Lengthy reports or research studies often include an executive summary at the beginning. This allows decision-makers, executives, or other stakeholders to quickly understand the purpose, methodology, findings, and recommendations of the report without going through the entire document.
• Project updates: During the course of a project, project managers may prepare executive summaries to provide updates to stakeholders or higher-level management. These summaries give a brief overview of the project's progress, achievements, challenges, and upcoming milestones.
• Strategic plans: When developing strategic plans for an organization, an executive summary is often included to provide an overview of the plan's goals, objectives, strategies, and key initiatives. It allows executives and stakeholders to grasp the essence of the strategic plan and its implications without reading the entire document.
• Funding requests: When seeking funding for a project or venture, an executive summary is commonly used as part of the funding proposal. It provides a succinct summary of the project, highlighting its significance, potential impact, financial requirements, and expected outcomes.

In general, an executive summary is used whenever there is a need to communicate the main points, findings, and recommendations of a document concisely and efficiently to individuals who may not have the time or inclination to read the entire content. It serves as a valuable tool for understanding and facilitates quick decision-making.

5 ways project managers can use executive summaries

Project managers can use executive summaries in various ways to effectively communicate project updates, status reports, or proposals to stakeholders and higher-level management. Here are some ways project managers can use executive summaries:

• Project status updates: Project managers can provide regular executive summaries to stakeholders and management to communicate the current status of the project. The summary should include key achievements, milestones reached, challenges encountered, and any adjustments to the project plan. It allows stakeholders to quickly grasp the project's progress and make informed decisions or provide guidance as needed.
• Project proposals: When pitching a project idea or seeking approval for a new project, project managers can prepare an executive summary to present the essential aspects of the project. The summary should outline the project's objectives, scope, anticipated benefits, resource requirements, estimated timeline, and potential risks. It helps decision-makers understand the project's value and make an informed choice about its initiation.
• Project closure reports: At the end of a project, project managers can prepare an executive summary as part of the project closure report. The summary should highlight the project's overall success, key deliverables achieved, lessons learned, and recommendations for future projects. It provides a concise overview of the project's outcomes and acts as a valuable reference for future initiatives.
• Steering committee meetings: When project managers present updates or seek guidance from a steering committee or governance board, an executive summary can be an effective tool. The summary should cover the important aspects of the project, such as progress, issues, risks, and upcoming milestones. It ensures that decision-makers are well-informed about the project's status and can provide relevant guidance or support.
• Change requests: When submitting a change request for a project, project managers can include an executive summary to summarize the proposed change, its impact on the project, potential risks, and benefits. It helps stakeholders and decision-makers quickly assess the change request and make informed decisions about its implementation.

Using executive summaries, project managers can efficiently communicate project-related information to stakeholders, executives, and decision-makers. The summaries provide a concise overview of the project's status, proposals, or closure reports, allowing stakeholders to quickly understand the key points and take appropriate action.

When should you not use an executive summary?

While executive summaries are widely used in many situations, there are some cases where they may not be necessary or suitable. Here are a few scenarios where an executive summary may not be appropriate, along with alternative approaches:

• Highly technical documents: If the document contains highly technical or specialized information that requires a detailed understanding, an executive summary alone may not be sufficient. In such cases, it is better to provide the complete document and supplement it with explanatory materials, presentations , or meetings where experts can explain and discuss the technical details.
• Personal or creative writing: Executive summaries are typically used for informational or analytical documents. If the content is more personal in nature, such as a memoir, novel, or creative piece, an executive summary may not be relevant. Instead, focus on providing an engaging introduction or book blurb that entices readers and conveys the essence of the work.
• Short documents: If the document itself is already concise and can be easily read in its entirety, an executive summary may be redundant. In these cases, it is more effective to present the complete document without an additional summary.
• Interactive presentations: In situations where you can present information interactively, such as in meetings, workshops, or conferences, it may be more effective to engage the audience directly rather than relying solely on an executive summary. Use visual aids, demonstrations, discussions, and Q&A sessions to convey the necessary information and capture the audience's attention.

Final thoughts on writing a compelling executive summary

An executive summary isn’t the kitchen sink — it’s the bells and whistles. Geared toward busy decision-makers, these one-pagers communicate your case for action and proposed solutions. When it’s written well, your audience will walk away with an understanding of what needs to be done, why it needs to happen, and why they should help it move forward. 

But writing it well doesn’t just mean spell-checking. It means tailoring your communication to an influential, yet busy and distracted audience. To be effective, you’ll need to write your proposal with empathy and an understanding of what matters to them .

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With over 15 years of content experience, Allaya Cooks Campbell has written for outlets such as ScaryMommy, HRzone, and HuffPost. She holds a B.A. in Psychology and is a certified yoga instructor as well as a certified Integrative Wellness & Life Coach. Allaya is passionate about whole-person wellness, yoga, and mental health.

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How to Write an Executive Summary

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

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

Executive Summary Content

Two key questions you need to ask before you start

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

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

The Intended Audience

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

The executive summary serves several possible purposes.

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

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

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

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

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

What Does Your Intended Audience Need to Know?

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

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

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

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

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

Writing your Executive Summary

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

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

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

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

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

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

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

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

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

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

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

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

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

[Source: Greenpeace, Clicking Clean ].

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

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

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

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

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

Checklist for writing an executive summary

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

Final Words of Warning

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

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

See also: Commercial Awareness Employability Skills Note-Taking

Business General Guide (UNH Manchester): Writing Executive Summaries

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Executive Summaries

" T he executive summary is usually no longer than 10% of the original document. It can be anywhere from 1-10 pages long, depending on the report's length. Executive summaries are written literally for an executive who most likely DOES NOT have the time to read the original.

• Executive summaries make a recommendation
• Accuracy is essential because decisions will be made based on your summary by people who have not read the original
• Executive summaries frequently summarize more than one document"

--Colorado State University: Writing @ CSU

Executive Summary Tips

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How to write an executive summary, with examples

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

What is an executive summary?

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

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

You’ll often find executive summaries of:

Business cases

Project proposals

Research documents

Environmental studies

Market surveys

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

Start with the problem or need the document is solving.

Outline the recommended solution.

Explain the solution’s value.

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

What is an executive summary in project management?

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

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

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

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

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

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

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

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

Executive summary vs. project plan

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

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

Executive summary vs. project overview

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

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

Executive summary vs. project objectives

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

The benefits of an executive summary

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

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

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

How to write a great executive summary, with examples

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

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

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

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

Example executive summary:

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

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

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

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

Continuing our example executive summary:

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

Offer watches in new materials, including potentially silicone or wood

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

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

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

3. Explain the solution’s value

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

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

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

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

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

To round out our example executive summary:

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

Example of an executive summary

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

Common mistakes people make when writing executive summaries

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

Avoid using jargon

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

Remember: this isn’t a full report

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

Make sure the summary can stand alone

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

Always proofread

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

In summary: an executive summary is a must-have

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

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

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How to Write an Executive Summary (Example & Template Included)

Here’s the good news: an executive summary is short. It’s part of a larger document like a business plan, business case or project proposal and, as the name implies, summarizes the longer report.

Here’s the bad news: it’s a critical document that can be challenging to write because an executive summary serves several important purposes. On one hand, executive summaries are used to outline each section of your business plan, an investment proposal or project proposal. On the other hand, they’re used to introduce your business or project to investors and other stakeholders, so they must be persuasive to spark their interest.

Writing an Executive Summary

The pressure of writing an executive summary comes from the fact that everyone will pay attention to it, as it sits at the top of that heap of documents. It explains all that follows and can make or break your business plan or project plan . The executive summary must know the needs of the potential clients or investors and zero in on them like a laser. Fortunately, we’ll show you how to write and format your executive summary to do just that.

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What Is an Executive Summary?

An executive summary is a short section of a larger document like a business plan , investment proposal or project proposal. It’s mostly used to give investors and stakeholders a quick overview of important information about a business plan like the company description, market analysis and financial information.

It contains a short statement that addresses the problem or proposal detailed in the attached documents and features background information, a concise analysis and a conclusion. An executive summary is designed to help executives and investors decide whether to go forth with the proposal, making it critically important. Pitch decks are often used along with executive summaries to talk about the benefits and main selling points of a business plan or project.

Unlike an abstract, which is a short overview, an executive summary format is a condensed form of the documents contained in the proposal. Abstracts are more commonly used in academic and research-oriented writing and act as a teaser for the reader to see if they want to read on.

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How to Write an Executive Summary

Executive summaries vary depending on the document they’re attached to. You can write an executive summary for a business plan, project proposal, research document, or business case, among other documents and reports.

However, when writing an executive summary, there are guidelines to ensure you hit all the bases.

Executive Summary Length

According to the many books that have been written about executive summaries, as well as training courses, seminars and professional speakers, the agreed-upon length for an executive summary format should be about five to 10 percent of the length of the whole report.

Appropriate Language

The language used should be appropriate for the target audience. One of the most important things to know before you write professionally is to understand who you’re addressing. If you’re writing for a group of engineers, the language you’ll use will differ greatly from how you would write to a group of financiers.

That includes more than just the words, but the content and depth of explanation. Remember, it’s a summary, and people will be reading it to quickly and easily pull out the main points.

Pithy Introduction

You also want to capture a reader’s attention immediately in the opening paragraph. Just like a speech often opens with a joke to break the tension and put people at ease, a strong introductory paragraph can pull a reader in and make them want to read on. That doesn’t mean you start with a joke. Stick to your strengths, but remember, most readers only give you a few sentences to win them over before they move on.

Don’t forget to explain who you are as an organization and why you have the skills, personnel and experience to solve the problem raised in the proposal. This doesn’t have to be a lengthy biography, often just your name, address and contact information will do, though you’ll also want to highlight your strengths as they pertain to the business plan or project proposal .

Relevant Information

The executive summary shouldn’t stray from the material that follows it. It’s a summary, not a place to bring up new ideas. To do so would be confusing and would jeopardize your whole proposal.

Establish the need or the problem, and convince the target audience that it must be solved. Once that’s set up, it’s important to recommend the solution and show what the value is. Be clear and firm in your recommendation.

Justify your cause. Be sure to note the key reasons why your organization is the perfect fit for the solution you’re proposing. This is the point where you differentiate yourself from competitors, be that due to methodology, testimonials from satisfied clients or whatever else you offer that’s unique. But don’t make this too much about you. Be sure to keep the name of the potential client at the forefront.

Don’t neglect a strong conclusion, where you can wrap things up and once more highlight the main points.

Related: 10 Essential Excel Report Templates

What to Include in an Executive Summary

The content of your executive summary must reflect what’s in the larger document which it is part of. You’ll find many executive summary examples on the web, but to keep things simple, we’ll focus on business plans and project proposals.

How to Write an Executive Summary for a Business Plan

As we’ve learned above, your executive summary must extract the main points of all the sections of your business plan. A business plan is a document that describes all the aspects of a business, such as its business model, products or services, objectives and marketing plan , among other things. They’re commonly used by startups to pitch their ideas to investors.

Here are the most commonly used business plan sections:

• Company description: Provide a brief background of your company, such as when it was established, its mission, vision and core values.
• Products & services: Describe the products or services your company will provide to its customers.
• Organization and management: Explain the legal structure of your business and the members of the top management team.
• SWOT analysis: A SWOT analysis explains the strengths, weaknesses, opportunities and threats of your business. They describe the internal and external factors that impact your business competitiveness.
• Industry & market analysis: This section should provide an overview of the industry and market in which your business will compete.
• Operations: Explain the main aspects of your business operations and what sets it apart from competitors.
• Marketing plan: Your marketing plan describes the various strategies that your business will use to reach its customers and sell products or services.
• Financial planning: Here, you should provide an overview of the financial state of your business. Include income statements, balance sheets and cash flow statements.
• Funding request: If you’re creating your business plan to request funding, make sure to explain what type of funding you need, the timeframe for your funding request and an explanation of how the funds will be used.

We’ve created an executive summary example to help you better understand how this document works when using it, to sum up a business plan.

To put all of that information together, here’s the basic format of an executive summary. You can find this same information in our free executive summary template :

• Introduction, be sure to know your audience
• Table of contents in the form of a bulleted list
• Explain the company’s role and identify strengths
• Explain the need, or the problem, and its importance
• Recommend a solution and explain its value
• Justify said solution by explaining how it fits the organization
• A strong conclusion that once more wraps up the importance of the project

You can use it as an executive summary example and add or remove some of its elements to adjust it to your needs. Our sample executive summary has the main elements that you’ll need project executive summary.

Executive Summary Example

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

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

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

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

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

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

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

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

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

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

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

How to Write an Executive Summary for a Project Proposal

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

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

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

What to Do After Writing an Executive Summary

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

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

Proofread for Style & Grammar

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

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

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

Criticism of Executive Summaries

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

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

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

ProjectManager Turns an Executive Summary Into a Project

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

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

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

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

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Organizing Academic Research Papers: Executive Summary

• Purpose of Guide
• Design Flaws to Avoid
• Glossary of Research Terms
• Narrowing a Topic Idea
• Broadening a Topic Idea
• Extending the Timeliness of a Topic Idea
• Academic Writing Style
• Choosing a Title
• Making an Outline
• Paragraph Development
• Executive Summary
• Background Information
• The Research Problem/Question
• Theoretical Framework
• Citation Tracking
• Content Alert Services
• Evaluating Sources
• Primary Sources
• Secondary Sources
• Tertiary Sources
• What Is Scholarly vs. Popular?
• Qualitative Methods
• Quantitative Methods
• Using Non-Textual Elements
• Limitations of the Study
• Common Grammar Mistakes
• Avoiding Plagiarism
• Footnotes or Endnotes?
• Further Readings
• Annotated Bibliography
• Dealing with Nervousness
• Using Visual Aids
• Grading Someone Else's Paper
• How to Manage Group Projects
• Multiple Book Review Essay
• Reviewing Collected Essays
• About Informed Consent
• Writing Field Notes
• Writing a Policy Memo
• Writing a Research Proposal
• Acknowledgements

An executive summary is an overview of a research report or other type of document that summarizes key points for its readers, saving them time and preparing them for the upcoming content. It must be a separate, stand-alone document, with sufficient content to ensure that the reader can completely understand the contents of the longer research study. An executive summary can be anywhere from 1-10 pages long, depending on the research report's length and may summarize more than one document [e.g., papers submitted for a group project].

Importance of a Good Executive Summary

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

When preparing to write, keep in mind that:

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

Christensen, Jay. Executive Summaries Complete The Report. California State University Northridge.

Structure and Writing Style

I.  Writing an Executive Summary

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

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

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

• the opening statement, brief background information,
• the purpose of research study,
• the method of data gathering and analysis,
• an overview of findings, and,
• a description of each recommendation, accompanied by a justification. Note that the recommendations are sometimes quoted verbatim from the research study.

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

II.  Common Mistakes to Avoid

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

Christensen, Jay. Executive Summaries Complete The Report. California State University Northridge; Executive Summaries . Writing@CSU. Colorado State University; Executive Summary. University Writing Center. Texas A&M University; Guidelines for Writing an Executive Summary. Astia.org; Markowitz, Eric. How to Write an Executive Summary . Inc. Magazine, September, 15, 2010; Kawaski, Guy. The Art of the Executive Summary. "How to Change the World" blog; The Report Abstract and Executive Summary . The Writing Lab and The OWL. Purdue University; Writing Executive Summaries. Effective Writing Center. University of Maryland.

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How To Write an Executive Summary for a Research Paper (With Template)

Writing an executive summary for a research paper can be a daunting task for many students. Fortunately, there are some steps you can take to make the process easier. By following some simple tips and using a template, you can write an effective executive summary for your research paper.

First, it is important to understand what an executive summary is. An executive summary is a short overview of a research paper’s main points. It should provide readers with a brief description of the paper’s purpose, main findings, and conclusions. The executive summary should not include any new information or data; instead, it should serve as a summary of the paper’s key points.

When writing the executive summary, it is important to use the same language and tone that was used in the research paper. This will ensure that the executive summary is a cohesive and effective summary of the paper’s main points.

It is also important to keep the executive summary brief. You should strive to make the executive summary no longer than one page long. This will ensure that readers are able to quickly understand the main points of your paper without having to read through a long and complex document.

Before writing the executive summary, you should read through the entire research paper. This will ensure that you have a clear understanding of the paper’s main points and that you capture them effectively in the executive summary.

To help you write an effective executive summary, you might find it helpful to use a template. Below is an example of an executive summary template for a research paper:

[Paper Title]

This paper examines [brief description of paper’s main points]. The research found that [main finding]. It was concluded that [conclusion].

Based on these findings, it is recommended that [recommendation].

Overall, the research shows that [summary of main findings]. This paper provides valuable insight into [brief description of research’s purpose].

By following these guidelines and using a template, you can write an effective executive summary for your research paper. Writing an executive summary can be a daunting task, but with the right steps and guidance, it can be a simple and straightforward process.  

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• A Research Guide
• Writing Guide
• Non-academic writing

Tips How to Write an Executive Summary Properly

• Review the article by reading through it thoroughly and focus on understanding what the author is saying.
• As you read, make sure you highlight the major points and ideas. for example, you can look up for the topic sentence, words that are repeated severally and even transition words.
• Write the summary in your own words. As you write the summary start with the source of information i.e., start with the name of the book and that of the other by doing so someone else will be able to know you are writing about what somebody else had written. You should also use your memory to present the main ideas and also present it to the idea from the author’s point of view.
• Remember to use a language that is appropriate to a summary. That is, you want whoever is reading to understand that it is someone else’s argument you writing about,so use phrases like “the author says”
• Reread the what you’ve written from your memory against the notes you had made. If there is something important you had forgotten, you can addit. You also need to present the summary in the order of events rather than jumping from one point to another and eliminate any kind of repetition.
• Check for any errors.

• How to start the executive summary is very important. Executive summaries need to start by the specifics. Identify your company or business name, the contact information and the location.
• You need to know that an executive summary is a short and brief review of the whole business document. The words “brief” and “review” are the main words here. The executive summary should not in any way be detailed nor should it be a substitute for the original document. Here an abstract gives the reader an overview; the latter gives the reader more of a summary. Keep in mind that each executive summary should be unique in its own way.
• The paragraphs should be kept short, simple and precise without leaving out any essential and important information.
• It should make sense even without reading the original report itself. It should start with what you need to capture the reader’s attention and should be followed by factors in chronological order.
• When writing an executive summary use the language that is best appropriate for the target audience. It should always be kept professional and free from grammatical and spelling errors.
• State the big problem. An executive summary needs a clearly stated problem. Ensure that a clear definition of the problem has been stated and it should be in understandable terms. If the problem you defined is not so convincing, you will not be able to provide a solution that has an impact.
• Provide the solution. Any problem needs a solution this applies on writing an executive summary. After you have stated your problem provide a solution. Otherwise, the problem you had first created will not make any sense. You need to provide a solution that solves or tackles the problem.
• Talk about the target market.  In some cases, the product you are providing definesthe market. If not, you can give a short description of the target market. You should provide a realistic market potential.
• If the information you are presenting is long, you can break it down into short, understandable bullets.
• When writing an executive summary, you can organize the main idea inform of a heading. This will help the reader familiarize with summary as they get to read it.
• A well-presented graphic can illustrate the precise nature of the main problem and could help bring out the whole point of the summary.
• Avoid using any claims or clichés that cannot be supported. Avoid using word s such as “groundbreaking,” “core competency”. This is because they hinder the real meaning and they eventually tend to lose meaning and makes the summary appear vague.

What is an executive summary?

Proper use of executive summary format.

• It should have a captivating introduction. The first paragraph should capture the reader’s attention. This is where you explain about the company, so it needs to be strong.
• Identify the problem. Any business founded is aimed at solving certain problems. Point out the and explain the issue you intend to solve.
• Provide a unique solution. Propose solutions to question like, how does your company solve the problem? How is your company different from any other company providing the same services? Explain why your idea is better and how it can solve a problem by making things easier.
• Prove your claim with evidence. Provide support to how your business will solve the problem.
• Ask for what you need. Give detailed logistics, for example, how much will itcost? Here you can include the amount you need plus the benefits and returns on investment and over what period.

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Some executive summary examples

• It will improve your workflow- the flow of points in your summary is key, and once you get exposed to different samples you will be able to understand how to encrypt your summary to meet the needs of your readers.
• It improves your grammar command- once you get to read the work of other authors you will be able to know all the grammar rules, and you will be able to avoid the common grammar errors when it comes to your summary.
• Improvement of vocabulary- different business plans require different terms in the expression of its points, once you get exposed to different examples you will be able to know the right terms to apply in summary given.
• The examples also help you to come up with the right format for your work. Executive summary samples help you to know the right formats to be used for different situations as the format is what makes your work impressive.

Read also: Benefits of Buying a Term Paper With Us

•    The vision for Bothel
•    Planning elements of the goals and recommendations as per the stated policies.
•    Subarea plans for the refinement of the planned elements regarding the business and residential areas.
•    Single-family residential ranging from 40000 square feet.
•    Multiple family developments in proximity with the city’s activity
•    Community retail
•    Neighbors retail centers

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How do I write and properly format an executive summary?

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

Read this  overview  to build your understanding of executive summaries.

Considerations Before Getting Started:

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

Writing the Executive Summary:

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

An executive summary is not:

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

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

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

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

• Business and Accounting
• Reading and Writing
• Last Updated Jul 17, 2020
• Views 122943
• Answered By Kate Anderson, Librarian

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A guide to writing an executive summary.

Business leaders are busy — they like to know what they’re getting into before diving in. An executive summary is a great way to introduce a larger business document that will keep all parties interested and invested. If you’re looking to convey the most important aspects of a business plan or report, learning how to write an executive summary is crucial.

What is an executive summary?

An executive summary is a brief description (summarization) of a larger business document, and it’s usually the very first section of the paper. It can even be a standalone presentation or document you send to interested parties in hopes of encouraging them to take a more in-depth look at the rest of your document. An executive summary can span anywhere from a few paragraphs to several pages.

The goal is to summarize each section of the document that follows and provide any key information about the company, project, individual, or department. That way, you can share your executive summary with others to entice them to read the rest of your paper.

Why writing an executive summary is important.

An executive summary is an essential component of writing any business document, from business plans to research reports. Here are some of the key reasons why an executive summary is beneficial for different types of reports:

• Business plans. An executive summary in a business plan provides an overview of the business, including its objectives, target market, competition, financial projections, and growth plans. The summary helps investors and stakeholders quickly understand the business idea, evaluate its potential, and make informed decisions.
• Research reports. It’s essential to have an executive summary in a research report to summarize the research objectives, methodology, findings, and recommendations. The summary helps readers to quickly understand the research topic and its significance, assess the credibility of the research, and apply the insights to their work.
• Proposals. In a proposal, an executive summary summarizes the proposal’s key features, benefits, costs, and expected outcomes. The summary helps decision-makers quickly understand the proposal’s value proposition, assess its feasibility, and make informed decisions.
• White papers. An executive summary in a white paper provides an overview of the problem, the proposed solution, and the benefits of the solution. The summary helps readers quickly understand the issue, assess the credibility of the solution, and determine if the paper is worth reading in full.

Options: How to write an executive summary.

Now that you understand what should be included in an executive summary, let’s explore how to write one effectively. Depending on the type of document you’re creating, there are specific strategies to keep in mind. Below are some tips on how to write an executive summary for a proposal, business or marketing plan, and a research paper or case study.

How to write an executive summary for a proposal.

• Understand the purpose of your proposal, and tailor your executive summary format to that purpose.
• Begin with an attention-grabbing statement that summarizes the main idea of your proposal.
• Summarize the key features of your proposal, including the problem it addresses, the proposed solution, the benefits of the solution, and the costs and timeline involved.
• Emphasize the unique aspects of your proposal and the advantages it has over competing proposals.
• Include a call to action that encourages readers to take the next step, whether it’s accepting the proposal or scheduling a meeting to discuss it further.

How to write an executive summary for a business or marketing plan.

• Understand the purpose of your business or marketing plan, and tailor your executive summary format to that purpose.
• Begin with an attention-grabbing statement that summarizes the main idea of your plan.
• Summarize the key points. Your key points could include your target market, marketing objectives, strategies, tactics, budget, competition, financial projections, and growth plans.
• Emphasize the unique aspects of your business or marketing plan and the advantages it has over competing plans.
• Include a call to action that encourages readers to take the next step, whether it’s approving the plan, investing in your business, or requesting more information.

How to write an executive summary for a research paper or case study.

• Understand the purpose of your research paper or case study, and tailor your executive summary format to that purpose.
• Begin with an attention-grabbing statement that summarizes the main idea of your case study or research paper.
• Summarize the key points. For a research paper, the key points should include the research objectives, methodology, findings, and recommendations. For a case study, the key points should include the problem, solution, implementation, and results.
• Emphasize the unique aspects of your case study or the significance of your research and its potential impact on the field.
• Include a call to action that encourages readers to take the next step, whether it’s applying the lessons learned to their own situation, requesting more information citing your research, or conducting further research on the topic.

What to include in an executive summary.

Since you can use executive summaries in a wide variety of applications, there’s not always a standard format to follow. When writing an executive summary, consider which information to include based on the type of executive summary. For example, resume executive summaries might have different information than a business proposal executive summary.

Despite the variety, most executive summaries should cover at least a few key components:

• Summary or mission statement
• Problems and solutions
• Background information
• Market research
• Business model
• Financial information
• Recommendations to proceed

Some of these sections might not be relevant to your particular document, so you’re welcome to add or remove sections as needed. Just make sure you do include your paper, proposal, or resume’s essential information.

How long should an executive summary be?

The length of an executive summary can vary depending on the purpose and type of document it is summarizing. As a general rule of thumb, an executive summary should be no longer than 10% of the length of the entire document. For example, if your business plan is 20 pages long, your executive summary should be no more than 2 pages.

However, for certain types of documents, such as research papers or case studies, the executive summary may be shorter, spanning only a paragraph or two. The length of an executive summary for these types of documents will depend on the complexity and length of the original document, as well as the intended audience.

When is writing an executive summary beneficial?

Knowing when to write an executive summary can be as important as knowing how. A variety of business documents use executive summaries. Here are just a few of the most common applications:

• Business proposals
• Financial reports
• Sales reports
• Marketing proposals
• Professional resumes

If you have a business document that’s several pages long, it’s not a bad idea to include an executive summary to let interested parties know what the document is about before they take time out of their busy schedules to read it in its entirety. A summary can be especially useful when pitching your ideas to potential investors or clients.

Executive summary template.

Here is an example template for an executive summary:

Introduction Briefly introduce the purpose of the document and provide context for the reader.

Table of contents Write these in the form of a bulleted list.

Problem or opportunity Identify the problem or opportunity the document addresses and why it’s important.

Solution or recommendation Provide an overview of the proposed solution or recommendation.

Benefits Describe the potential benefits of the proposed solution or recommendation.

Market analysis (for business plans and marketing proposals) Discuss the target market, competition, and marketing strategy.

Financial analysis (for business plans and financial reports) Present financial projections and analyses, including cash flow, profit and loss, and balance sheets.

Conclusion Summarize the key points of the document and emphasize why the proposed solution or recommendation is the best option.

Call to action Encourage the reader to take the next step, whether that be to invest in the business, approve the proposal, or continue reading the full document.

This is just an example template. The sections can be modified to fit the specific needs of the document. The key is to ensure that the executive summary provides a clear and concise overview of the larger document, highlighting the most important points and encouraging the reader to continue reading.

Making your document presentable when writing an executive summary.

An executive summary is, in a sense, a kind of presentation. To make it more engaging, many professionals choose to make executive summary presentations in Microsoft PowerPoint. That way, you can formally present the information and increase interest from all parties.

PowerPoint files aren’t always great for sharing. If you need to email or share your executive summary presentation, it’s best to convert your PowerPoint to a PDF first using an online PDF editor like the one found in Adobe Acrobat online services. How? Simply follow these three easy steps:

• Visit the PDF converter tool.
• Upload your executive summary PowerPoint.
• Download your converted PDF file.

Once downloaded, you can send your PDF executive summary to anyone without worrying about formatting or compatibility issues, no matter which device they use.

More resources on business reports and documents.

Now that you’ve learned how to write an executive summary, here are more resources on business reports and documents:

• Learn how to digitize documents .
• Learn how to collaborate on documents .
• Learn how to send secure PDFs.
• Learn how to redline a document before signing.

Discover what more you can do with Acrobat online services to simplify business document creation and management.