Whether you own a startup company or a large-scale business, one of the ways to secure investors is to use an executive summary template. An executive summary must be short and sweet, and it has to be comprehensive. Using templates saves you the hassle of deciding what to include in your summary. Read through this article to learn more.
What is an executive summary?
An executive summary shows the significant points from more prominent and complex reports. The template makes a brief so it becomes a digestible document. It gives the reader a precise grasp of the project plan, the scope, the problem the project aims to solve, OKRs, cost breakdowns, and more.
The summary's length depends on the complexity of your project. However, the good rule is to imagine your executive summary template as a section instead of a full-length paper. The summary is a concise, attention-grabbing document vital to your business plan. When formulated correctly, it ensures better results in keeping your company ahead of the competition.
What to include in your executive summary?
An executive summary template generally has five essential points a creator must cover. See the list below.
- Project description. It would help if you got your reader's attention in this section of your executive summary template. Limit your sentences to 2 to 3, summarizing your project and the purpose.
- The issue you're trying to solve. You must provide the reason you're making such a product or service. Use this part of your executive summary template to present why target markets need the solution.
- Market analysis. This is where you'll state your target market or audience, your research, and other data supporting why the product or service will succeed.
- The process. You need not go into the specific details of the workflow. On your executive summary template, be sure to describe the resources, workforce, time, and budget required to make the project possible.
- Future steps and projections. Present how the reader can gain from your proposition. Including the following steps to achieve the project's goal might also be beneficial.
Executive Summary Templates
Boardmix is an innovative online whiteboard solution designed to revolutionize the way teams collaborate and visualize their ideas. With a rich array of drawing templates, Boardmix makes it easy to create, share, and discuss visual content in real time, fostering creativity and productivity. Whether you're brainstorming new ideas, planning projects, or conducting remote meetings, Boardmix can help streamline your processes.
Comprehensive Overview of Project Planning
This executive summary provides an insightful and thorough look into Project Planning. Our objective is to meet specified goals and enhance our client's value proposition. In doing so, we've engaged in extensive market research, advanced technological implementation, and rigorous performance metrics. We are confident that the strategic direction outlined in this report will guide us towards substantial growth and success.
In-depth Analysis of Marketing Campaign Activity
This executive summary elucidates the strategic actions taken during the marketing campaign activity. Our key aim was to boost customer engagement and drive sales growth. The results have exceeded our projections, signifying an impressive ROI and a substantial increase in market share. The detailed report gives a comprehensive understanding of our marketing approach, techniques used, and insights for future campaigns.
Technology Upgrade Initiative
The following executive summary encompasses a complete overview of our technology upgrade initiative, including the objectives, methodology, resources utilized, outcomes achieved, and next steps. Our targeted technological advancements have resulted in improved efficiency and productivity across all departments. This document serves as a roadmap for future tech upgrades and reinforces our commitment to technological innovation.
How to write an executive summary in Boardmix?
With technology today, you can maximize the use of an executive summary online. Boardmix lets you use a blank whiteboard so you can organize your summary. Templates are available, so you only need to fill in the sections required for your executive summary. Consider some steps in writing the summary.
- Tell your company's story. This does not mean you need a full-length narration on your executive summary template. You only need to provide an overview of your company, what you do, and why you do such business.
- Highlight significant data. These data may include statistics from a competitor analysis, a basic introduction of the target market, goals, and ways to achieve them.
- Consider your tone. Avoid presenting personal opinions. You can instead focus on providing evidence and facts. Aim for simplicity and clarity.
- Avoid clichés. Clichés might convey the wrong message; an executive summary is not storytelling. Embrace the unique identity of your brand.
After understanding the key content of the executive summary, you can generate a personal executive summary in Boardmix.
Step 1: Sign Up for a Free Account
The first step is to sign up for a free account on the Boardmix website. You can do this by providing your email address and creating a password.
Step 2: Create a New Board
After signing up, log into your Boardmix account. Click on "New board" on your homepage. Name your new board according to the type of tasks it will contain.
Step 3: Use the Executive Summary Template
Once you've created a new board, you can start creating an Executive Summary Template. You can do it quickly by employing the ready-made template offered by Boardmix.
Step 4: Customize Your Executive Summary
Each card can be customized with further details about the task. You can add descriptions, assign members, set due dates, attach files, and more.
As an online tool, Boardmix can be accessed from anywhere at any time, providing flexibility for remote teams or individuals. You can easily share your whiteboards with others while maintaining control over who can view or edit them.
FAQs about executive summary
How long should an executive summary be?
Your executive summary template must be 1-4 pages at maximum. Some companies can even write several paragraphs. Of course, it must only range between 1 and 4 pages for complex and bigger companies.
What not to do in an executive summary?
The first rule of writing an executive summary is to avoid wordy content. Never copy and paste information; instead, use data from your research. Most importantly, don't get too technical.
