executive summary presentation example

Newly Launched - AI Presentation Maker

Researched by Consultants from Top-Tier Management Companies

AI PPT Maker

Powerpoint Templates

Icon Bundle

Kpi Dashboard

Professional

Business Plans

Swot Analysis

Gantt Chart

Business Proposal

Marketing Plan

Project Management

Business Case

Business Model

Cyber Security

Business PPT

Digital Marketing

Digital Transformation

Human Resources

Product Management

Artificial Intelligence

Company Profile

Acknowledgement PPT

PPT Presentation

Reports Brochures

One Page Pitch

Interview PPT

All Categories

Top 7 Executive Summary Templates With Samples and Examples

Naveen Kumar

C-suite executives are akin to budget shoppers in Walmart. Neither of them spends time or money on things that are not necessary. While budget shoppers make budgets or shopping lists, business persons depend on short versions of documents like executive summaries to manage their time. In the vast landscape of reports, analyses, and proposals, where every minute counts and decisions hold the weight of an entire enterprise, the executive summary emerges as a strategic tool that condenses the essence of information into a concise format.

Executive Summaries: Your Shortcut to Information Nirvana

An executive summary is a concise and condensed overview of a document, report, or presentation. It provides busy executives, decision-makers, or stakeholders with a quick and comprehensive understanding of the main points, key findings, recommendations, and essential insights within the document. An executive summary captures vital information in a way that allows the reader to grasp the main ideas without reading the entire document. For that, it should include:

• Context and Purpose : The background and purpose of the document highlight why the information is important and relevant.
• Findings : Summarize the key discoveries, results, or conclusions. Highlight the essential data, trends, or insights that the document presents.
• Recommendations : If applicable, provide any suggestions or action points that arise from the findings. These could be advice for future actions, strategies, or decisions based on the information provided in the document.
• Key Points : Condense the main points of each section or topic covered in the full document. It helps the reader understand the document's structure and scope.
• Data and Evidence : Highlight significant data, statistics, or evidence supporting the findings or conclusions of the document.
• Conclusion : Summarize the overall implications or significance of the information presented and reiterate its importance to the reader.

Executive summaries are used in business, academia, research, and various professional settings to communicate important information in a quick manner to individuals who do not have the time or need to read the entire document. These succinct snapshots offer a remarkable advantage, allowing decision-makers to grasp the essence of complex matters without being bogged down by exhaustive details. 

Simplify Documents With Executive Summary Templates

The effectiveness of an executive summary lies in its structure, brevity, and ability to encapsulate critical insights.

Our executive summary templates emerge as indispensable tools to assist professionals in making these documents the most effective with less time and effort. These content-ready slides, crafted with careful consideration of best practices, provide a much-needed structure that streamlines the process of condensing extensive content into a concise yet impactful format. The 100% customizable nature of these designs gives the desired flexibility to create professional executive summaries and presentations that make messages accessible and compelling and ensure effective communication of key points. 

From a high-stakes board meeting to presenting research findings, these executive summary templates can be the key to delivering resonating information. Let's dive in!

1. Executive Summary PowerPoint Presentation Deck

Step into a world of concise brilliance with our versatile collection of industry-tailored executive summary templates, catering to diverse sectors like food and beverage, IT organizations , soft drink companies, car manufacturing organizations, consumer goods firms, fashion clothing brands, consultancy services, and cement companies. These PPT Designs encapsulate the essence of your business, ensuring key insights are conveyed in an effective manner. Crafted for leaders, managers, and decision-makers, our deck equips you with the tools to captivate your audience and convey critical information. Whether you're presenting to stakeholders, colleagues, or clients, these PowerPoint Slides empower you to distill complex data into impactful executive summaries that shine. Download it now!

Download this template

2. Outsourcing Proposal Executive Summary Presentation Deck

Revolutionize the way you present your outsourcing strategies with a single click with our meticulous and expert-designed slides that redefine clarity and impact. This exhaustive collection empowers you to communicate your company's mission, vision, and meeting agendas. Display problems and solutions with precision using executive dashboards, financial insights, target market analyses, and growth matrices. Elevate your workforce's strategic prowess as you unveil unique selling propositions, value proposition expansions, feedback loops, and profit margin possibilities. From product sales volumes to action plans and desired outcomes, this PowerPoint Set becomes your compass in crafting a compelling outsourcing proposal. Get it now!

3. Marketing Plan Executive Summary Presentation Template

The well-organized sections of this executive summary presentation slide unveil a panoramic company overview, defined target markets, and the quintessential roadmap of marketing strategies that foster exponential growth. This PPT template empowers entrepreneurs, marketing mavens, and visionary leaders to distill complex marketing plans into masterful executive summaries that resonate. From captivating company narratives to laser-focused target market analyses and growth-oriented strategies, each slide is a canvas for your ideas to flourish. Grab it today!

4. Project Report Executive Summary Presentation Template

This ready-to-use one-page PPT Layout unravels a scenic project overview, showcasing key milestones achieved and the visionary roadmap ahead. Dive into financial insights, and navigate the deliverable timeline and the tempest of key project risks with the seamless guidance of this concise yet comprehensive presentation layout. It empowers you to condense intricate project reports into simplified executive summaries that resonate. Fuel your insights with visual storytelling through charts and timelines that command attention. Download it now!

5. Startup Company Executive Summary Presentation Template  

Unveil your brilliance in a single glance and ignite the potential of your startup journey with our one-page startup executive summary design. This presentation slide is a masterpiece that showcases your business vision, accomplishments, and expertise, in one cohesive page. It empowers you to capture the very essence of your startup in a succinct yet impactful manner. From the business landscape to a financial trajectory, every element of this one-page PPT Slide is a stroke of strategic genius. With our PowerPoint template, you can present your business mission, products, and core team, while showcasing your readiness to excel with confidence. This slide becomes your beacon for pitching, investor meetings, and networking events. Get it now!

6. Investment Pitch Executive Summary Presentation Template

This single-page investment template is a symphony of insights curated for startups, visionaries, and audacious entrepreneurs ready to shake the investment landscape. This template packs a punch in portraying your venture's essence, from company details to your dream team. Dive into the intricacies of customer conundrums and unveil how your solutions are second to none. With a flick of the slide, showcase your rivals and assert your competitive edge like a chess master. The revenue model unfolds, aligning visions of profit and growth. Reveal how investor funds will be used and the exit strategy to give investors a VIP pass to the thrilling last act of acquisition by venture capital. Grab it today!

7. Business Executive Summary Presentation Template

Your business brilliance meets a canvas of clarity and impact with our one-page presentation template. This template unravels your business in a single glance with finesse. Let the audience understand your business with an overview that sets the stage. Your mission and vision unfold with key offerings and innovation. Numbers come alive with a bar chart on your financial journey and a pie chart showcasing the competitive markets and market share. Highlight your competitive advantages with a table about your strengths and weaknesses. The business executive summary presentation template gives a snapshot of your historical footprints leading to your current spotlight. Download it now!

From Seconds to Success!

In today's fast-paced business landscape, the importance of executive summaries cannot be understated. These succinct snapshots distill complex information into vital components, enabling decision-makers to comprehend and act upon key insights in a swift way. Studies have shown that professionals spend an average of just a few seconds to minutes perusing documents before making critical judgments. This highlights the critical role that executive summaries play in capturing attention and conveying value in the shortest time.

An effective executive summary is akin to a guiding beacon for leaders navigating the labyrinth of meetings, reports, and strategic decisions. In a world where clear communication is a cornerstone of success, a well-crafted executive summary can catalyze impactful presentations, engage stakeholders, and steer organizations toward their objectives.

This is where our executive summary templates come into play. These well-thought-out and expert-designed PPT Slides are powerful tools that empower professionals to create concise, compelling, and crystal-clear executive summaries. Organized to cover the essentials – from purpose and findings to recommendations and impact – these designs streamline the process of refining information without sacrificing substance. 

Make every word count and every moment matter in your presentation with these executive summary templates.

FAQs on Executive Summary

What is an executive summary.

An executive summary is a concise and condensed version of a document, report, or proposal. It is designed to provide a high-level overview of the main points, findings, and recommendations of the document, allowing busy professionals to grasp the essential information without reading the entire content. In business, research, marketing, and other fields, executive summaries are used to communicate key information to decision-makers, stakeholders, and other interested parties.

What is included in the executive summary?

What's included in an executive summary can vary depending on the type of document it summarizes, but it should cover the following:

• Purpose/Objective : State the purpose of the document and what it aims to achieve in a brief manner.
• Context/Background : Provide a brief introduction to the topic, context, or problem the document addresses.
• Main Findings/Key Points : Highlight the most important findings, insights, or key points from the document.
• Recommendations/Actions : If applicable, outline the main recommendations or actions that are suggested based on the findings.
• Conclusion : Summarize the main results drawn from the document.
• Benefits/Impact : Explain the potential benefits or impact of the findings and recommendations.
• Target Audience : Specify who the document is intended for and who would benefit from reading the full version.
• Scope/Limitations : Brief the limitations or constraints of the document's findings.
• Visuals : Use visuals like charts, graphs, or diagrams to support key points.

How to make an executive summary?

To create an effective executive summary:

• Read the Document : Before writing the summary, read the entire document to understand its content and key points.
• Identify Key Information : Identify the most crucial information, findings, and recommendations from the document.
• Be Concise : Keep your sentences short and to the point. Avoid unnecessary details or jargon.
• Maintain Flow : Structure the summary in a logical way, following the order of the main document's sections.
• Use Clear Language : Write in clear, straightforward language your target audience can easily understand.
• Focus on Impact : Emphasize the impact of the findings and why they matter.
• Proofread and Edit : Review the summary for grammar, punctuation, and clarity. Ensure it captures the essence of the original document in an effective way.
• Tailor to Audience : Customize the tone and level of detail based on the knowledge and interests of your audience.
• Include Visuals : If appropriate, incorporate visuals to illustrate key points.

Related posts:

• Top 10 Business Executive Summary Templates That Add Value To Your Business Documents!
• [Updated 2023] Presenting the most effective One-Page Executive Summary for Startups [with templates designed by professionals]
• [Updated 2023] Top 50 Most Effective Executive Summary Templates [includes One pagers and Full Templates] To Impress Your Clients
• Top 20 Executive Summary Templates To Attract Investors

Liked this blog? Please recommend us

Top 5 Executive Summary Sample for Project Report Templates with Examples

Top 10 Executive Summary Business Plan Templates with Samples and Examples

Top 5 Executive Summary Outline Templates with Samples and Examples

Top 10 Start-up Executive Summary Templates with Samples and Examples

Top 7 Start-Up Business Plan Executive Summary Templates with Samples and Examples

Top 10 Executive Summary Report Templates with Samples and Examples

Must-Have Project Management Executive Summary Templates with Examples and Samples

Top 5 Executive Dashboard Templates with Samples and Examples 

This form is protected by reCAPTCHA - the Google Privacy Policy and Terms of Service apply.

--> Digital revolution powerpoint presentation slides

--> Sales funnel results presentation layouts

--> 3d men joinning circular jigsaw puzzles ppt graphics icons

--> Business Strategic Planning Template For Organizations Powerpoint Presentation Slides

--> Future plan powerpoint template slide

--> Project Management Team Powerpoint Presentation Slides

--> Brand marketing powerpoint presentation slides

--> Launching a new service powerpoint presentation with slides go to market

--> Agenda powerpoint slide show

--> Four key metrics donut chart with percentage

--> Engineering and technology ppt inspiration example introduction continuous process improvement

--> Meet our team representing in circular format

• Strategy Templates

Consulting Templates

• Market Analysis Templates

• Business Case

• Consulting Proposal

• Due Diligence Report

All Templates

How to write an effective executive summary like a mckinsey or bcg consultant.

Table of contents

Key components of an effective executive summary, an in-depth look at each component of the executive summary (with examples), some practical tips and tricks, the bottom line.

Management consultants at firms like McKinsey, BCG, and Bain are renowned for their ability to present complex ideas in a clear, concise manner that is easy to digest and understand. A key component of this process is the executive summary slide – often presented as the first part of a presentation deck on a given topic or problem. 

An executive summary aims to provide the audience with an overview of the subject at hand or a snapshot of the key points that will be discussed in greater depth. It should serve to quickly get the main messages and conclusions across and motivate audiences to dive deeper into the details.

In this post, we will outline the essential components of an effective executive summary using techniques from McKinsey, BCG, and Bain. We will also provide tips on how to craft a compelling executive summary in practice and give examples of best practices.

For a broader view on how to create consultant-style presentations take a look at our blog post 'How McKinsey Consultants Make PowerPoint Presentations' . Or deep-dive into other specific elements of creating best-in-class presentations, like our post on 'Mastering Risk Mitigation Slides: A Best Practice Guide with Examples'.

A good executive summary provides all the key information in one slide. The goal is to communicate as much information in as few words as possible.

To achieve this goal, you should focus on the following key components when crafting an executive summary slide: 

• [optional] Objective: Clearly state the purpose and objective of the presentation.
• Situation: Provide relevant background information to set the context for the problem or opportunity being addressed.
• Complication: Define the complication (problem or opportunity) the presentation addresses in simple, to-the-point sentences. This includes identifying the root cause of the problem or opportunity and its implications for the organization.
• Resolution: Present the recommended solution or solutions to the complication in a clear and concise manner. This should be based on data-driven insights and analysis.
• [optional] Benefits: Articulate the benefits of implementing the recommended solution. These benefits should be linked to the organization's strategic objectives.
• Call to Action: Provide a clear call to action outlining what the organization needs to do to implement the recommended solution. This should be actionable and linked to the organization's strategic objectives.

This structure is similar to the SCQA (situation-complication-question-answer) framework.

Craft effective executive summaries for your consulting presentations .

Let's take a closer look at each component of the executive summary and how it can be used to craft an effective executive summary deck using the McKinsey/BCG/Bain methodology.

1. Objective

The objective of the executive summary should succinctly define the purpose of the presentation and why it is important for the audience to understand the key points.

To craft an effective objective, you should consider the following: 

• Who is the target audience?
• What are the key points that the audience needs to understand?
• What is the purpose of the presentation?
• Why is it important for the audience to understand the key points?

An effective objective should be brief, clear, and focused on the needs of the audience. It should be written to clearly communicate what the presentation will cover and why it matters.

 Example: "This presentation will provide an overview of the current state of the industry and highlight key trends and opportunities for growth."

2. Situation

The background or situation section of the executive summary provides relevant context to the audience to help them better understand the problem or opportunity being addressed. 

This section should include:

• Relevant background information on the industry, market, or organization.
• Any key trends or developments that are important to the problem or opportunity being addressed.
• Any relevant historical information that helps to explain the current situation.

Some questions to ask when crafting the background section include:

• What is the context for the problem or opportunity being addressed?
• What are the key factors that have led to the current situation?
• What are the relevant historical or industry-specific factors that are important to understanding the problem or opportunity?

An effective background section should be concise and focused on the most important information. It should provide enough context for the audience to understand the problem or situation being addressed without overwhelming them with unnecessary information.

Here are some examples from McKinsey and BCG:

3. Complication

The complication section of the executive summary clearly and concisely defines the reason the situation requires action, either because there is a serious problem or there is a good opportunity. This includes identifying the root cause of the problem or opportunity and its implications for the organization.

• What is the problem or opportunity that the presentation is addressing?
• What are the root causes of the problem or opportunity?
• What are the implications of the problem or opportunity for the organization?

 An effective complication section should be short and to-the-point, focusing on the most important aspects of the problem or opportunity. The root cause of the complication should be clearly identified, along with the most relevant data or evidence that supports this analysis. In addition, the implications of the problem or opportunity for the organization should be clearly articulated, highlighting why it is important for the audience to understand the problem/opportunity and its impact and why it requires action.

Enhance your proposal writing with our Consulting Proposal template , or explore our collection of 10 Real Consulting Proposals .

4. Resolution

The resolution section of the executive summary presents the proposed solution or strategy for addressing the complication. This should include a brief overview of the approach and any relevant supporting information or evidence.

• What is the proposed approach for addressing the problem or opportunity?
• What are the key elements of the strategy?
• What are the expected benefits or outcomes of the approach?
• What evidence is there to support the proposed solution or strategy?

An effective resolution section should provide enough detail for the audience to understand what is being proposed and why without overwhelming them with unnecessary detail. The proposed approach and any relevant supporting information or evidence should be clearly outlined. In addition, the expected benefits or outcomes of the approach should be highlighted, as this helps to emphasize why it is important for the audience to understand and support the proposed solution.

5. Benefits

The benefits section of the executive summary presents a brief overview of any expected benefits or outcomes from implementing the proposed solution. This section is optional, and sometimes included as a bullet point under the resolution section.

• What are the primary benefits or outcomes of implementing the proposed solution?
• What are the secondary benefits or outcomes?
• How will these benefits impact the organization and its stakeholders?

An effective benefits section should provide a clear and concise overview of any expected benefits or outcomes from implementing the proposed solution. The primary benefits should be highlighted, as well as any secondary benefits that are relevant to the audience. Emphasis should be on quantifiable benefits.

In addition, the impact of these benefits on the organization and its stakeholders should be emphasized, highlighting why it is important for the audience to understand and support the proposed solution. 

Example: "The proposed approach will generate an incremental $10 million in revenue, reduce costs by 5%, and increase customer satisfaction by 10%. This will help to improve profitability, create new growth opportunities, and strengthen our competitive position in the sector."

6. Call to Action

The call to action section of the executive summary presents a brief overview of key proposed actions or decisions that need to be taken by the audience in order to implement the proposed solution. This section is also sometimes a bullet point under the resolution section.

• What are the proposed actions or decisions that need to be taken?
• Who needs to take these actions or make these decisions?
• What is the timeline for implementing the proposed solution?

An effective call to action/recommendation section should provide a clear and concise overview of any proposed actions or decisions that need to be taken by the audience. The proposed actions or decisions and who needs to take these actions or make these decisions should be clearly outlined. 

In addition, the timeline for implementing the proposed solution should be highlighted, ensuring that the audience understands when and how these actions or decisions need to be taken.

Apply these summary techniques in your Business Strategy template .

• Consultants typically communicate in a 'top down' or pyramid fashion, starting with the conclusion and then providing the supporting information.
• Write the most important takeaway of each section as the bolded text and follow with numbers and other supporting facts as bullet points.
• Read through the bolded text and see if the story makes sense.  
• Spend the majority of the executive summary focusing on the solution/recommendation, rather than the situation and supporting analysis.
• The executive summary is not a play-by-play summary of a project. Instead, it is a decision document for your audience to understand the proposed solutions they have to decide on, and just enough information to set the solution in context and grasp the expected outcomes.
• Read through your executive summary and remove anything that is not directly relevant to deciding/agreeing with your proposed solution.  
• Try to keep the executive summary as a single slide (sometimes two).
• Eliminate unnecessary words and sentences, and make sure that each sentence adds value to the overall message.

Creating executive summary slides like a McKinsey consultant can have a significant impact on the success of your communication and decision-making efforts. Although it seems simple and many people treat the executive summary like an after-thought, it should in fact be one of the slides you spend the most time on in any presentation.

A well-crafted executive summary helps you structure your entire presentation by making you focus on the solution you are proposing and only keeping in analyses and arguments that help explain the why, what, and how of that solution.

By following the essential components and strategies outlined above you can create a clear, concise, and compelling executive summary that effectively communicates complex ideas and drives action. 

Cheat sheet

What is an executive summary exactly?

A short summary of the key messages and conclusions in a longer presentation, focused on actionable solutions or recommendations. In McKinsey and BCG consulting presentations the executive summary is typically one or two slides, but sometimes executive summary can also refer to a short deck.

What does an executive summary include and how do I write one?

See our 'How to' guide in this post.

Does an executive summary come before or after the table of contents? 

Typically before the table of contents, as the first (or one of the first) slides after a title page.

Is there a good executive summary slide example?

Yes, you can download some examples from McKinsey and BCG here . You can also see full presentations from BCG and McKinsey here and here .

Or take a look at our full Business Strategy template or our Business Case template for real-life client examples.

Should I include visuals? 

Generally McKinsey and BCG executive summaries do not include visuals, except perhaps icons to make the summary more visually appealing.

Download our most popular templates

High-end PowerPoint templates and toolkits created by ex-McKinsey, BCG, and Bain consultants

Consulting toolkit and template

A comprehensive library of slide layouts, templates, and typically consulting tools and frameworks.

• Business Strategy

This template, created by ex-McKinsey and BCG consultants, includes everything you need to create a complete strategy.

Create a full business case incl. strategy, roadmap, financials and more.

Related articles

How to write a Due Diligence Report (with Examples and Template)

This guide, written by ex-BCG and Bain consultants, takes you through what a commercial due diligence report is, why it is important, and how to effectively craft your commercial due diligence slides.

Aug 19, 2024

Mastering Risk Mitigation Slides: A Best Practice Guide with Examples

Risk Mitigation Slides are an effective and efficient way to summarize your risk management strategy by assessing, prioritizing, and planning for risks. In this post, we will explore various risk mitigation slides and offer a few tips and tricks for building your own.

Jul 30, 2024

Complete Go-To-Market (GTM) Strategy Framework with Examples

This guide, written by ex-McKinsey and Bain consultants, teaches you how to craft a go-to-market strategy based on a proven framework.

Jul 13, 2024

• Consulting Toolkit
• Market Analysis
• Market Entry Analysis
• Mergers & Acquisitions
• Digital Transformation
• Product Strategy
• Go-To-Market Strategy
• Operational Excellence I
• Operational Excellence II
• Operational Excellence III
• Consulting PowerPoint Templates

• How it works
• Terms & Conditions
• Privacy Policy

© 2023 Slideworks. All rights reserved

Denmark : Farvergade 10 4. 1463 Copenhagen K

US : 101 Avenue of the Americas, 9th Floor 10013, New York

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

CAPABILITIES

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

Project plans

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

Featured Reads

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

How to write an executive summary, with examples

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

What is an executive summary?

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

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

You’ll often find executive summaries of:

Business cases

Project proposals

Research documents

Environmental studies

Market surveys

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

Start with the problem or need the document is solving.

Outline the recommended solution.

Explain the solution’s value.

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

What is an executive summary in project management?

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

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

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

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

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

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

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

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

Executive summary vs. project plan

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

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

Executive summary vs. project overview

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

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

Executive summary vs. project objectives

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

The benefits of an executive summary

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

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

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

How to write a great executive summary, with examples

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

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

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

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

Example executive summary:

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

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

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

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

Continuing our example executive summary:

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

Offer watches in new materials, including potentially silicone or wood

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

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

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

3. Explain the solution’s value

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

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

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

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

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

To round out our example executive summary:

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

Example of an executive summary

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

Common mistakes people make when writing executive summaries

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

Avoid using jargon

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

Remember: this isn’t a full report

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

Make sure the summary can stand alone

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

Always proofread

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

In summary: an executive summary is a must-have

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

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

Related resources

New site openings: How to reduce costs and delays

Provider onboarding software: Simplify your hiring process

15 creative elevator pitch examples for every scenario

Timesheet templates: How to track team progress

• Collections
• Executive summary

Executive Summary Presentation Templates

Make your executive summaries stand out with our executive summary powerpoint templates and google slides themes. crafted for clarity and impact, our 100% editable designs help you highlight key points and present data persuasively. ideal for professionals aiming to impress free downloads are available. make every summary an opportunity to excel..

We're here to help you!

What is an executive summary.

An Executive Summary is a brief and clear overview of a larger document prepared for business purposes, such as business plans, company descriptions, investment or project proposals, financial information, market analysis, etc.

What are Executive Summary Presentation Templates?

An Executive Summary Presentation Template can help you present the key components related to your business in a summarized form. It will deliver your content appealingly to unlock new business opportunities.

Where can we use these Executive Summary Slides?

Every business can use these Executive Summary Slides to give a quick overview of essential information to the stakeholders and investors.

How can I make Executive Summary Slides in a presentation?

You can make creative Executive Summary Slides with innovative infographics, charts, and tables to make your summary easy to follow. Our tips and tutorial page will guide you to design the best presentation from scratch.

Who can use Executive Summary Presentation Templates?

CEOs, business executives, department heads, and supervisors can use Executive Summary Presentation Templates to present the summary.

Why do we need Executive Summary Presentation Slides?

Executive Summary Presentation Slides can help you deliver a summary of a larger document clearly and precisely to persuade decision-makers.

Where can I find Executive Summary Presentation Templates for Free?

You can search the internet to find a collection of Free slides for your needs. SlideEgg also has a cluster of 80+ Executive Summary Presentation Templates to help to prepare professional-looking presentations.

How To Write Consulting Executive Summary Slides [BCG Example]

Table of contents.

If you’re anything like me, then y ou build all of the main body slides in your slide decks, sharpen the text , perfect your visualizations … and then quickly throw together an executive summary slide.

The problem?  The executive summary slide is the first impression of your deck and the only place that the reader can get a complete overview of your argument.

Therefore, executive summary slides shouldn’t be an afterthought. In fact, it’s important to spend significant time writing a strong executive summary that clearly articulates your argument and inspires your reader to act.

What is an executive summary slide?

An executive summary is a written overview of the main points or arguments of a larger document, memo or other report.

Strategy consultants also write executive summaries for their presentations or slide decks.

An executive summary slide is the first slide in your presentation that fully summarizes the argument, storyline, and supporting evidence of the body slides.

Download 120+ strategy consulting presentations for free

Looking for slide inspiration? Download 120+ consulting slide decks from top strategy consulting firms, such as McKinsey, BCG and Bain!

Why do you need executive summary slides?

As a reader, it’s so easy to get lost in a PowerPoint slide deck. You need to keep previous slides and messages in your mind, follow the line of argument, and somehow put everything together into a coherent story that you can make sense of.

Executive summary slides help the reader “follow along” with your slide deck. There are a few main benefits:

• Executive summaries provide context to help the reader understand why the topic of the slide deck is important.
• Executive summaries communicate the high-level argument before the reader gets into the body of the slide deck. This helps the reader understand your more detailed body slides.
• Executive summaries are a “map” that the reader can reference back to if they start losing the line of argument in the body of the deck.

How to write executive summary slides

To understand the best practices of writing executive summary slides, we’re going to break down a BCG executive summary.

In doing so, we’re going to learn the simple framework for writing executive summary slides that is used by strategy consultants, such as McKinsey & Co, Bain, and BCG.

Below you can see an example of a BCG executive summary.  This slide deck is a BCG report on “Melbourne as a Global Cultural Destination” and can be downloaded here .

Here are the two main executive summary slides:

These BCG executive summary slides are a great example of an executive summary done well. So we’ll use them to describe best practices.

Best practice #1: Bold text for summary sentences, bullet points for supporting data

One of the first things you’ll notice about the BCG executive summary is the bold-bullet structure.

The bold sentences denote key statements or claims, and the bullet points support those statements (usually with data).

If there was no evidence to support their claims — or if the evidence was buried deep in the slide deck — then the reader could quite easily doubt the validity of the claim, and ultimately the end conclusion of the slide deck.

So one of the key aspects of strategy consulting slide decks is that no claim is made without evidence. And that includes the executive summary.

Let’s zoom in on one example:

The key statement in this part of the executive summary is “there are weaknesses in Melbourne’s cultural and creative offer”.

This claim is supported by a bunch of data points, such as 90% of agencies and thought leaders believe the cultural offer is not clearly articulated.

Best practice #2: Bold summary sentences can be read alone to tell a story

Executives are busy people and many of them aren’t interested in diving into the supporting bullet points. They will simply read through your bolded summary sentences to understand the high-level argument and recommendations.

This means that  your executive summary should be “skimmable by design”.

In other words,  your bolded summary sentences should tell a complete and logical story without requiring the supporting data in the bullet points below.

Let’s read just the bolded sentences in our BCG executive summary:

Melbourne has a compelling creative and cultural offer; the city attracted >10m Australian and international visitors in 2015. Cultural visitors and creative industries drive significant economic benefits; cultural tourism projected to grow further. However, Melbourne’s position as Australia’s cultural and creative capital is being challenged. On a global index of cultural and creative cities, Melbourne ranks first in Australia, third in Asia and 12th globally. Melbourne has clear strengths to build on as a cultural and creative city. However, there are some weaknesses to address to further improve Melbourne’s cultural and creative offer. These findings suggest five strategic priorities to improve Melbourne’s position as a global cultural and creative destination, which may lift Melbourne’s position on the Performance Index.

It reads just like a narrative!

Despite ignoring all the bullet points, we can still fully understand the argument that BCG is making in their executive summary (which is also reflected in the body of the slide deck).

Best practice #3: The executive summary should reflect the ‘SCR storyline’ structure of the slide deck

It’s not good enough to just “tell a story”, you need a tell the story using a particular structure.

The structure used by strategy consulting firms, such as McKinsey & Co, Bain, and BCG, is the ‘situation, complication, resolution’ structure.

As an aside, you can learn more about how to craft a compelling argument and SCR storyline for your slide deck in our Complete Guide To Building Strategy Presentations . If you haven’t read that guide, you should check it out.

Let’s take a look at how the SCR storyline applies to your slide deck:

• What baseline knowledge do people need to have before they understand our argument?
• How did this problem come about?

Complication

• What is the problem we need to solve?
• Why is this particular problem important to solve?
• How do we respond / solve the problem?
• What are the specific recommendations and/or next steps?

Your executive summary slide should communicate the complete storyline in your slide deck. And thus it should also follow the situation, complication, resolution structure.

In our BCG example, you can clearly see the SCR structure in action:

It’s important to set the context with the situation, as there’s no guarantee that all of you readers will have the background knowledge to understand your argument. It also gives you the opportunity to explain the causes of the problem that you’re addressing in the slide deck.

Then, in the complication section, you should succinctly define the problem and why it is important to solve. Some people suggest that you use a question format, for example “How can Melbourne improve its position as a global cultural and creative destination?”, although that’s really just a matter of style.

Finally, you need to clearly articulate your proposed resolution or “answer” to the problem. You’ll note that most of the executive summary real-estate is spent on the resolution component. From a reader’s perspective, the recommendations are the most important part of the slide deck.

Executive summary slide examples

Below you’ll find examples of executive summary slides from consulting firms like Bain & Co, BCG, L.E.K. Consulting, Oliver Wyman, and others.

Filter by Keywords

10 Free Executive Summary Templates in Word, Slides, & ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 14, 2024

Start using ClickUp today

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

Executive summaries are a key part of any business plan and there’s a lot riding on their success!

Despite being a small piece of a larger proposal, executive summaries serve a big purpose in project management and will be read by every stakeholder, higher-up, or investor you hope to impress. So they must be handled with care.

Your executive summary should be short and sweet, but it also needs to pack a punch. Different than an abstract, the executive summary provides a condensed variation of what your project proposal explains in length. Think of it as the highlight reel or SparkNotes version of your more-detailed project documents .

The thing is, executive summaries are all about strategy. They may be brief, but they’re intentional! And there’s a secret to nailing the perfect summary for your proposal every time—templates. 🙂

Executive summary templates are the only surefire way to guarantee you’re hitting the most impactful points, every time. Plus, they help you save time writing them and make the overall process significantly less stressful and more formulaic.

Follow along to learn more about executive summary templates and the must-have features to look for before you download. Even access 10 of the best free executive summary templates for any type of proposal! Whether you use ClickUp, Word, PowerPoint, or the like, we’ve got a template to make your summaries significantly easier. 🙌🏼

What is an Executive Summary Template?

Top features to look for in executive summary templates, 1. clickup executive summary doc template, 2. clickup whiteboard executive summary template, 3. clickup executive memo template, 4. clickup program summary template, 5. clickup payroll summary report template, 6. clickup executive board report template, 7. clickup executive project status report template, 8. microsoft word executive summary template, 9. powerpoint executive summary template, 10. executive summary google slides template, who benefits from using an executive summary template, in summary, choose an executive summary template by clickup.

First things first— what is an executive summary?

An executive summary boils down the key points from a larger report or proposal into a brief and easily digestible document. This summary will give the reader a solid grasp on what’s to come and will cover the main takeaways from the larger body including the project plan , the problem it aims to solve, the project scope , cost breakdowns, OKRs , and more.

The length of your summary will vary depending on the complexity of your project, but a good rule of thumb is to think of it as a “section” rather than a full-length document of its own.

When it comes to executive summaries in project management, here are the five major points to cover in your executive summary:

• Project description : This is how you’re going to hook your reader! Stick to two or three sentences that summarize the project and its purpose.
• The problem you’re solving : Why are you making this product? Use this opportunity to dive into the reasons why people need this solution.
• Market analysis : This includes your target audience, any research you’ve done, and data that helps support why your product will succeed.
• The process : Without going too deep into the workflow, what will it take to get this project off the ground? Describe the resources, budget, people, and time needed to make your project possible.
• Future projections and next steps: What’s in it for the reader? How will this project create profit for those involved and what do the next steps look like to reach the project’s goal ?

That sounds like a lot to remember, right?

So take some of the pressure off of your summary process by investing your time more productively—in a customizable executive summary template that guarantees results! Think of your executive summary template as training wheels on a bike or bumpers at the bowling alley—except everyone uses them, even the most seasoned project managers in the game!

Like other project management templates , these pre-built documents will guide you in the right direction, no matter your budget or project type! The best templates will be easy to use, share, and complement your project management software . That way, your project proposal, summary, workflow, and progress can all exist on the same platform. This not only helps you save time but is crucial for streamlining processes and keeping your management team on the same page.

But what else should you look for in your executive summary template?

We’ve covered the five big sections of every successful executive summary, but what features should you look for in the actual template?

Highly visual : When people think of summaries, it’s easy to think of a blank page. Instead, you should think of your summary as a presentation aid. The more visual, engaging, and interesting your summary looks, the easier it will be for stakeholders to grasp it. Next time you go to open a new document, try looking at digital whiteboard software to take your summary further.

Collaboration tools : Live editing, comments, @mentions, and screen sharing are huge assets for your template. The summary will only get stronger with more eyes on the draft, and collaboration features will help the team work together and present alongside each other without overlap!

Sharing and permissions : Make sure your executive summary is accessible! Not everyone will use the same project management software as your team, but custom sharing and permission options will give you the power to choose who can edit, view, and distribute your work.

Integrations : More integrations will give you the ability to add more context to your summary and make it more valuable in the long run. Embedding, especially! Adding in important data, media, charts, and links will make your summary mean so much more than a simple document.

10 Free Executive Summary Templates You Have to Try

Executive summaries are deceptively short tasks!

While they may be brief in length, a lot of work, strategy, and thought goes into ensuring their success. And since the summary will be viewed by everyone involved and sometimes be the first thing they see, it’s crucial that it’s done correctly every time.

So before you spend another second sweating in front of your multi-page proposal, turn to one of these 10 free executive summary examples to kickstart your strategic messaging.

Here’s the ClickUp Executive Summary Doc Template to help you write a compelling teaser for your project proposal. You’ll know exactly what to add with the help of a guiding question at the top of each section. Once you’re finished, delete the questions for a cleaner document! 🤩

You can explain the value proposition of your proposal to your audience (like potential investors) with this template’s interactive features. Provide details about your business plan or project proposal, including the company’s mission statement, goals, project objectives , products, and target market.

The document breaks down key topics into sections, so you won’t have to spend extra time formatting! Template highlights include: 

• Project Overview : A brief description of your proposed project
• Focused Issue : The customer feedback or problem the project aims to solve
• Project Highlights : Market analysis results and project strengths
• Finance : Financial projections and requirements

Pro tip : Customize your executive summary template with your branding and basic information. Then, save and apply it to future executive summaries so you’ll always have access to pre-filled documents at a moment’s notice!

ClickUp’s Whiteboard Executive Summary Template  is a perfect tool for project managers who want their executive summary to be an interactive experience that keeps the reader’s attention throughout your pitch. 

With a digital whiteboard, you can communicate your ideas visually and make a lasting impression on your audience. You’ll also need a set of productivity tools to organize your thoughts, create charts, annotate images, and assign actionable tasks. 🎯

Enter: ClickUp Whiteboards !

Using ClickUp’s Whiteboard as an executive summary tool, your content can double as a working canvas and an engaging presentation from start to finish. 

ClickUp Whiteboards offer embedding, rich text editing, resource linking, and more to make designing executive summaries easier. In its basic form, Whiteboards are made of these powerful elements:

• ClickUp Cards (tasks) you can add to the Whiteboard as you work through your ideas
• Objects (shapes, sticky notes, images)
• Connectors (arrows, lines)

Not sure what steps to take first on your Whiteboard? We got you covered with a Getting Started guide in the template!

Like executive summaries, executive  memos  are short-form documents containing the latest project information for key stakeholders. The purpose of an executive memo is to communicate important information to the intended audience, such as the status of a project, policies, or cross-functional procedures and processes in the company.

Depending on how often your audience expects an executive memo to arrive in their inbox, you should start building a central wiki where all of your memos will be stored for record-keeping purposes.

The reality is that schedules, deliverables, stakeholders, and collaborators for any given project are likely to change at some point. In some cases, we get so bogged down in work that we neglect to update documentation for days or weeks. 🗓

ClickUp Docs seamlessly integrate into your tasks and projects. You are only a few clicks away from retrieving any documentation to reference or update within the platform.

Try it for free today! Connect the ClickUp Executive Memo Template to workflows by creating nested subpages for each memo in the template and linking the subpages to the memos. Your stakeholders will appreciate the digital trail!

The length of time it takes to complete a program may vary from months to even years. Unlike projects, they’re about the benefits, transformation, and change of the organization. For this proposal type, we can’t use a basic executive summary template! 

ClickUp’s Program Summary Template offers you a one-stop shop for creating a high-level overview of the programs you run in the organization. ⚡️

Your program summary document should include the following sections to make it as effective as possible: 

• Program name and purpose : Clearly state the name and provide a brief description of its purpose and objectives
• Target audience or beneficiaries : Identify the target audience or beneficiaries of the program or initiative (and any relevant demographic information)
• Key activities and project milestones : Provide an overview of the timeline, including the start and end dates, and major phases
• Measurable outcomes and impact : Identify the measurable outcomes or impact the program is expected to achieve and how it will be evaluated
• Funding and partners : Give information on the funding source and any partners or collaborators involved in the program or initiative

Check out our detailed program management guide for tips, examples, and features for a successful program!

An employee payroll summary report is usually prepared for HR or Finance personnel responsible for processing payrolls. In this report, payroll expenses are summarized for the period of time specified, for example, a month or quarter in the past. 

During a payroll review, management will ensure compliance with labor laws and consider the payroll expenses against the budget. There are several uses for the payroll report, including identifying any discrepancies or errors that might occur in the payroll process and tracking the progress of payroll-related projects or initiatives. 📊

You can collaborate with your cross-functional partners with ClickUp’s Payroll Summary Report Template and save the extra time of sending back-and-forth emails! Simply highlight any text to add a comment, or @mention members to call out action items.

Throughout the template, you’ll find organized tables similar to those on a spreadsheet within a ClickUp Doc. Once you have finished editing the template, you will be able to update the Doc’s settings to protect the content and share it with your team.

An executive board report is a document that gives an overview of an organization’s progress, performance, strategies, and health. Typically, it contains information about the company’s finances, operations, and goals. The company’s staff and operations are also included if any major changes have been or are about to occur. 🔮

In this ClickUp Executive Board Report Template , you’ll find guiding prompts along with powerful visuals that will help you create a professional report:

• Key Areas of Focus : Project goals that were set at the beginning of the year and a breakdown of month-over-month updates
• Critical Success Factors : Key Performance Indicators (KPIs) relevant and critical to the board
• Financials : Update on the company’s financial health and a breakdown of month-over-month numbers
• Challenges and Action Plans : Tasks in progress to resolve challenges

Download project charter templates to establish your project’s scope!

Here’s the ClickUp Executive Project Status Report Template if your executives like to visualize project performance!

By using visualization, complex data and information can be made easier to comprehend and accessible. This is relevant for senior management who may not be actively involved in the day-to-day operations of the project.🛠

The template includes different task views (List, Kanban board, Timeline, and Table) to compare project performance against goals or benchmarks. The results? Better-informed decisions and hours saved from building short-lived reports!

Pro tip : Add a Gantt view to your template and view multiple projects in one place!

The simple outline in this Word document will help you write an executive summary. It includes sections on business objectives, target audiences, competition, risks, and opportunities, which will guide you in the process of creating your document. 

Visuals like charts, diagrams, and graphics engage your audience better than any other type of content, so don’t forget to include them in your document. 🎨

We know building visuals in Word is a time-consuming task, so here are a few guides to help you get the most out of your visual content! 

• How to Make a Flowchart in Microsoft Word
• How to Make a Timeline in Microsoft Word
• How to Create a Gantt Chart in Microsoft Word
• How to Make a Mind Map in Word

A list of presentation templates wouldn’t be complete without the PowerPoint Executive Summary Template! It’s a three-list design used for presenting business objectives on a one-page slide. 

Executive summaries simplify your project proposal content, but you still want to give as much information to your audience, so they get the big picture. 

This template would be perfect to use for investors or stakeholders requesting key information in a single snapshot. 📸

Pro tip : A visual alternative would be #2 on this list—the ClickUp Whiteboard Executive Summary Template. As a presenter with a Whiteboard, you have the freedom to transform your presentation from static to interactive with shapes and images!

Google Slides is a powerful presentation tool offering a wide range of features and capabilities. Collaborate in real-time with others, embed multimedia, and add animations and transitions! It integrates with other Google products, such as Google Drive, making it easy to access and share presentations. 🔗

The Executive Summary Google Slides Template covers a basic outline to develop an executive summary. Use the sections included or make a list of the important points you want to cover during a meeting . This list could be as simple as the company description, products or services, market analysis, competitive advantage , and financial information.

Entrepreneurs: Start-ups and small businesses can utilize an executive summary to attract potential investors, partners, and customers. The executive summary allows them to comprehensively present their business model, strategies, goals, and overall plan without going into the minute details, thus saving time while still attracting interest.

• Start-up Executive Summary
• Small Business Executive Summary
• Entrepreneurs Executive Summary

Investors: An executive summary is a valuable tool for investors to get an understanding of a business or potential investment opportunity with minimal time expenditure. It highlights the key elements of a business proposal or plan, helping them to make efficient, informed decisions.

• Angel Investor Executive Summary
• Investors Executive Summary
• Real Estate Investors Executive Summary Template

Your executive summary should complement your larger business proposal or report—similar to the way your executive summary template should complement your project management software!

Creating your executive summary with a template designed to boost your productivity will take your effort, team, and project further in the long run. Plus, it will save you important time in the planning process.

Using ClickUp Docs , its Kanban-like Board view , and Whiteboards are just a few of the many ways you can bring your executive summary to life—and templates make the experience even smoother! But the best part? You can take your next steps directly from the summary itself, making your entire document more valuable throughout the entire project process.

ClickUp is the only productivity platform powerful enough to bring all of your work together across apps into one centralized hub. With over 15 highly visual ways to build your workflow, a rich set of features , over 1,000 integrations , and hundreds of customizable templates for every use case, ClickUp creates solutions for teams of any size and every pricing plan .

Access ClickUp Docs, Whiteboards, Board view, unlimited tasks, and so much more when you sign up for ClickUp today.

Questions? Comments? Visit our Help Center for support.

Receive the latest WriteClick Newsletter updates.

Thanks for subscribing to our blog!

Please enter a valid email

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

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

Published: May 30, 2024

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

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

So, let’s sharpen that skill.

What is an Executive Summary?

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

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

Think of it like the SparkNotes of the business world.

Documents that frequently have an executive summary include:

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

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

Free Executive Summary Template

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

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

Download Free

All fields are required.

You're all set!

Click this link to access this resource at any time.

Executive Summary vs. Business Plan

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

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

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

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

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

Executive Summary vs. Mission Statement

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

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

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

3. ClickUp: Product Update Release Notes

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

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

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

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

5. UN: World Economic Situation and Prospects 2024

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

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

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

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

Make your executive summary memorable.

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

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

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

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

Don't forget to share this post!

Related articles.

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

23 of My Favorite Free Marketing Newsletters

The 8 Best Free Flowchart Templates [+ Examples]

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

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

20 Free & Paid Small Business Tools for Any Budget

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

The Content Aggregator Guide for 2024

16 Best Screen Recorders to Use for Collaboration

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

Free Executive Summary Template [PDF + Masterful Examples]

Use these templates to craft an effective executive summary for your business or project.

According to Time Magazine, 55% of people only read a piece of content for 15 seconds. Attention spans across the board are at an all-time low —  including those of potential investors and project stakeholders. If you want to capture and hold interest, then you need to craft an engaging executive summary that can effectively hold someone’s focus.

Before you dive into the details of your business plan or project proposal,  your first step should be an executive summary that captures the attention of those in a position to give buy-in.

Think of the executive summary as the back cover of your book. It convinces readers to purchase a copy because the storyline is worth their time. An investor or C-level executive with limited time probably won’t feel motivated to read a full business or product plan without a compelling executive summary.

In this guide, we’ll show you how to write a captivating executive summary, what to include in the document, and jumpstart yours with customizable templates.

What is an executive summary? 

An executive summary is a brief synopsis of a larger document such as a report or business plan. It provides a quick overview of your business plan with details like a description of your company, financial information, and market analysis.

The executive summary is made for lenders, investors, and busy executives who don’t have time to read the full proposal.

Done right, it zeroes in on what your prospective investor or project sponsor wants to hear and clearly communicates the value of your business or plan. Many investors or stakeholders will only read the executive summary during the first contact with your business, so all the information they need should be included. 

The goals of an executive summary include:

• Grab the reader’s attention
• Tell them what to expect in the business plan so they are motivated to keep reading
• Provide a high-level overview of your company, your short-term and long-term goals
• Acts as an elevator pitch

What is an executive summary in a business plan?

An executive summary in a business plan is a concise overview that provides a snapshot of the key elements of the plan as it pertains to the business overall. It outlines the business concept, objectives, market analysis, financial projections, and other essential information. The executive summary serves as a summary and introduction to the entire business plan, allowing lenders, investors, and decision-makers to quickly grasp the main points and make informed decisions.

What is an executive summary in project management?

An executive summary in project management is a summary of the most critical information of your project proposal. It’s everything that management needs to know when they land on your project before they review your project plan .

An executive summary in project management shouldn’t be confused with a project overview. While they have similar elements, an executive summary can stand alone as a document, while a project overview needs to be attached to your project.

Executive summary vs abstract

An abstract summarizes a document like a journal article while an executive summary sums up a longer document.

An abstract is mostly used in academia as a requirement when submitting conference papers, book proposals, or applying for a research grant. The abstract is not an excerpt but an original document that is self-sufficient.

An executive summary is aimed at a business audience. It contains information to help executives make funding decisions. Where the language in an abstract is technical, the language of an executive summary is non-technical. An executive summary is written as a condensed version of a project plan to secure buy-in while an abstract is written for orientation.

Executive summary vs introduction

The introduction is the first part of your project plan or business plan. It explains what the project is about and the goals you want to achieve. On the other hand, the executive summary is a standalone document condensed into a few paragraphs. It is thorough and high-level. Decision-makers can choose to read only the executive summary and still get the gist of the entire project proposal.

Think of the introduction as the first few pages of a long book with many chapters and an executive summary like a short book with only one chapter. You can understand both context and storyline when you read a short book. 

What should an executive summary include? 

For a project .

What is the problem you’re going to solve? What product plan, customer feedback, or insight led to this project? Why should it happen now ? These are questions to lead with in the opening paragraph of your executive summary.

What steps or methods are you taking to solve the problems you’ve listed in the opening paragraph? What are the goals and objectives you’ll achieve at the end of the project? Detail the answers in this section.

Value proposition

This is an important section where you briefly explain the value of the outcome. What is the ROI of the solution you’ve proposed? How will it improve service delivery and customer experience?

In a few sentences reiterate why it’s important to solve the problem now and the next steps or actions you want the reader to take.

For a business plan 

Introduction  .

For a business plan, the introduction is an opening statement that explains the purpose of the document. Your goal is to grab and hold the reader’s attention by clearly communicating the value of the business and the desired outcome. 

Company description

Include the following details in the company description:

• Business name and location
• Contact information
• Description of the purpose
• Leadership, founders, and current investors at your company
• The team responsible for the project

Products and services

Briefly explain the problem you’re going to solve. If you’ve conducted research that shows a need for the proposal, include your findings here. Also, explain how you’ll accomplish the project goals and what you’ll need for success.

Market analysis

A few questions to answer in this section include:

• Is there a market opportunity for the problem? 
• How do you plan to grow your customer base and expand your market share? 
• What is the five-year growth plan for this product/service? 
• What is the most interesting thing you’ve learned about your target audience that the reader should know?

Competitive analysis

Questions to answer as part of your competitive analysis include:

• Who are your competitors?
• What are the present and future opportunities?
• What is the unique value proposition of the product or service?
• Do you have experience with competitors?
• What are the risks particular to this niche or line of product?
• What roadblocks do you expect to address?

Funding request and use

Use this section to sweeten the pot for investors. How much will you need to fund your business? What is the profitability of your business? How will investors benefit?

Financial projections 

Include financial data that supports your research such as:

• The budget baseline for your business plan
• Your projected revenue for the first three years
• Your plan to manage finances
• Your current and future business finances

Conclusion  

The conclusion is a recap of the problem and the solution. Ask about the decision you want the reader to take. The outcomes should be obvious but leave room for intrigue so they feel compelled to read the rest of the business proposal.

Executive summary examples 

Executive summary presentation.

Often, executive summaries are presented to stakeholders in addition to the document. Get the templates below to snag these PowerPoint executive summary presentation templates.

One-page executive summary template  

A one-page executive summary is a short document with a big impact. You’ll present it as a mini version of a project plan during a meeting with decision-makers or as a business plan when pitching investors.

A few details to include in a one-page executive summary:

• Business name
• Financial information
• Use of funding
• Management team
• Business model
• Unique value proposition
• Competitive advantage
• Go-to-market strategy

Startup executive summary template

Your startup executive summary could be the difference between getting a pitch meeting or not. Venture capitalists and investors and overwhelmed with pitches from startups looking for a partnership. 

An executive summary is the fastest way for them to learn about your company and evaluate its potential. It’s usually a one-page document that is concise, yet detailed and engaging. Before writing your startup executive summary, determine the goal and ensure it matches what potential investors want to see.

Details to include in your startup executive summary:

• A description of your product or service
• The value proposition
• Market analysis showing the merit of the project
• Your current business model and future plans
• An explanation of your market and customer base
• Financial projections and funding request
• Other special information that could sway a decision in your favor

Business plan executive summary template

The business plan executive summary shouldn’t exceed two pages. Make sure you’ve tailored it to your audience to show why the opportunity is special. An executive summary for a business plan should include:

• Mission statement
• Company information with details about your services or product
• Business highlights describing how you’ve grown over the years. Include details of revenue increase, number of customers, profitability, revenue increase, and market share
• Future goals
• Financial summary
• A closing sentence that reassures the value of the plan

Project executive summary template

The goal of a project executive summary is to show what life will look like after you’ve executed the project. Your executive summary should tell a story that helps the reader visualize the solution and inspire them to choose you.

The executive summary should be written as the final step of your project proposal template. This way, you save time revising the content.

Details to include in a project executive summary:

• Summary of the challenge the client wants to solve
• Description of how you’ll solve the pain point
• Overview explaining how you’ve solved similar problems in the past
• Unique value that competitors don’t offer

Marketing plan executive summary template

An executive summary for a marketing plan offers an overview of how you’ll reach your intended audience and drive conversions.

Details to include in a marketing plan executive summary:

• Introduction
• Brief description of your company and key leaders
• Project goals and objectives
• Your product or services and the major features and benefits
• Description of market factors and trends affecting them
• Who is your audience and how will you reach them?
• Financial projections

Healthcare executive summary template

A healthcare executive summary template is used in formal communications for hospitals, government health agencies, and nonprofits. The template accommodates longer-research proposal plans targeted at a wider audience of the general public, external investors, and management.

Details to include in healthcare executive summary:

• Project topic
• Overview of the organization
• Two to three key problems that have a profound impact on quality care, operations, or regulatory compliance
• A proposed solution to each identified problem
• Obstacles and opportunities
• Policy changes and program proposal
• Vision and recommendation

Executive summary report template

An executive summary for a research or analyst report offers an overview of key points from the research.

Details to include in a report executive summary report:

• Brief description of your company
• Analysis findings
• Why these findings matter

Here's an example: 

How to write an executive summary

1. write a problem-based introduction.

Use the opening paragraph to explain why your project matters. Outline the problem with supporting research or customer feedback to strengthen your claim. The reader should understand why it’s important to solve the problem now and the relevance to your customer base. 

A powerful way to grab attention is to open with a customer quote or thought-provoking statistic that forces the reader to sit up and listen.

For example:

“I wish this camera had a longer battery life span so I could record an entire football game on 4K without switching to full HD when the battery is low .” - Customer review

In a recent survey, 70% of our customers expressed a desire for a camera with a longer battery life that could last up to six hours while recording in 4k. 80% said they wouldn’t mind paying more for the convenience of not having to log extra battery packs when going out. To serve our existing clientele and improve our market share, we need to create a camcorder that performs at optimal levels while using fewer resources on battery life.

2. Tell your story

Use storytelling to explain the mission statement of your organization. Explain how you’ll use your skill and experience to solve the problem you’ve highlighted in the introduction. Storytelling sets the tone and gets the reader excited about reading the project plan.

3. Make sure you’ve done the research 

While an executive summary is short, it’s loaded with research. Research shows that you know your competitors, understand your target audience, and have a plan for capturing a significant market share.

Think of your executive summary like an elevator pitch. If an investor only read your executive summary without making it to the project proposal or business plan, what would you want them to know?

4. Outline the solution

After telling the reader the pain points and explaining your business credentials, use a bullet list to outline the solution. Your goal is to convince the reader that your solution is the best fit. Save deliverables and milestones for the project proposal. Instead, describe what will happen during the project so the user can picture the outcome working for them.

5. Show the value of the solution 

This is where you get into more details about the impact of the solution. Explain how the results provide relief and improve ROI for the company. include potential risks that may arise and relevant financial information such as income projections.

6. Formal or informal tone?

While an executive summary usually has a formal tone, your decisions should be based on your audience. 

Presenting to your C-level executives in your company? What language do they respond to? Don’t be afraid to break the mold if it gets the desired results. However, avoid clichés as they rub readers the wrong way.

If you’re presenting to investors, use language that resonates with your audience. Use personal pronouns like “I”, “you” and “we” over impersonal pronouns like “they” or “the company.

7. Make sure the summary can stand alone 

If you follow the clearly defined structure we’ve listed above, your executive summary can stand on its own merit. Keep revising the document until you’ve achieved this goal. The introduction, problem, solution, and conclusion should be detailed, yet concise. 

After writing, take a second look and read from the viewpoint of the decision-maker. Is there any section where more context is needed to clear confusion and help the reader understand the summary? Consider linking to a relevant section in the project proposal or explaining briefly in the summary.

8. Be concise

Every word in your executive summary must have an impact. The executive summary is not the place to brainstorm new ideas as it could jeopardize the project plan. 

Avoid using jargon words. Readers without prior knowledge of your company or niche should understand key findings by reading the executive summary alone.

 When you find yourself going deep into details, pull back and ask yourself if this belongs in the project proposal or executive summary. The goal is to keep the executive summary engaging and actionable.

9. Proofread for errors 

Before sending it off to executives or potential investors, read through the document three times in order to catch errors. It also helps to send it to a colleague to review with a fresh pair of eyes in case you missed a typo here and there.

10. Write the executive summary last

It takes longer to write an executive summary when you haven’t yet written the project proposal or business plan. Instead, wait to create a summary until you’ve written the full document, then pull details. This ensures that your executive summary captures the information you’ve detailed in the project plan.

Manage your executive summary templates with Guru

An executive summary is a quick and easy way to bring stakeholders up to speed on your project proposal. In a few paragraphs, you can communicate the problem, why it matters now and the key information they need to make a decision.

Rather than creating a new executive summary from scratch, these templates will add impact to your report and speed up the process. Use Guru’s knowledge management software to store your templates, collaborate remotely, and work efficiently on projects.

FAQ for executive summaries

Where does an executive summary go in a report.

Place the executive summary before the table of contents and after the title page. Include a page break before and after the executive summary.

How long should an executive summary be?

Most executive summaries are 5-10% of the length of the project proposal. Ideally, aim for one page for a 20-page project proposal.

Who is the audience of an executive summary?

The audience of an executive summary can include:

• Project stakeholders
• Management personnel who make decisions on funding
• Venture capitalists
• C-level executives

What is included in an executive summary?

Elements to include in an executive summary are:

• A summary of the key points of the project proposal report
• Major points of the report you want the reader to remember
• The goal of the report
• Results and recommendations from the report
• Other details that enable the executive summary to function as a standalone document

How to Create the Perfect Executive Summary Slide [Examples and Templates]

Most business communication necessitates a quick overview – a precis of the information that follows. While it is called an executive summary, even personnel in non-executive positions benefit from this summary. They are commonly used in business settings but are also used in scientific discussions, education, projects, and so on.

Getting the design of the executive summary template for PowerPoint and ensuring its clarity can be pretty challenging. After all, it is the abridged version of the business document that follows, and yet, it has to impress the viewer and convey the message properly. We can guide you if you’re worried about creating a good executive summary slide.

Check out our collection of PowerPoint templates for executive summary slides here.

What is an Executive Summary?

It is simply a summary of business documents like whitepapers, business plans, or annual reports, which provides the important points of discussion in a concise preview of the main document. This helps the audience understand the contents to follow before they dive headlong into the details.

A more detailed definition is provided by The University of Arizona, which says that an executive summary should:

• Reiterate the aim of the following document.
• Emphasize the important points of discussion and crucial facts.
• Mention prominent outcomes, suggestions, or conclusions.

Much effort goes into creating the ideal executive summary as you have to squeeze in a great deal of information in a short space.

Executive Summary Examples

Almost all documents have executive summaries, and some are structured and presented in a better manner than others. Here are some of the most effective executive summary slide examples we collected:

Executive Summary Format

There isn’t any single format that can be touted as ideal for an executive summary slide. It all depends on the type of document to be presented, the purpose behind it, and what it contains. However, there are certain norms it needs to follow, like conveying important information at a single glance, offering a preview of the main document, highlighting outcomes and suggestions, and so on. Most readers or viewers expect to see these on the first page as it is.

An executive summary should ideally have these sections:

• A generic introduction and explanation of the important points to be discussed
• A statement of the main issue
• Handpicked outcomes, recommendations, etc.
• The importance of the points discussed.

You are likely to present this summary to other stakeholders. It may be a good idea to keep this structure as a bulleted list. You can then move the important ideas to your executive summary in PowerPoint slides.

You also need expertise in PowerPoint to ensure that your executive summary looks appealing – eye-catching, neat, and clear. It is important to make good use of white space. You can use icons and other minor visual elements to reduce text blocks; use crisp headings and subheadings to make the slide look leaner.  If you’re unsure how to do this, check out the templates listed in this article.

Length of your Executive Summary

Ideally, an executive summary should be one page, or about 500 words maximum, depending on the font, of course. If the document to be presented is voluminous, you could have a two-page summary, but it is always better to be brief. Think of an executive summary as a trailer for a movie: you reveal just enough to pique the reader’s interest.

The need for Executive Summary Slides

Your audience can easily lose interest in a PowerPoint slide deck, or lose interest in it. After all, you need to remember the information presented in the previous slide and follow the argument presented, and then link everything into a narrative that makes sense to you.

This is where executive summary slides help:

• They provide the reader with context and explain the importance of the topic of the PowerPoint slide deck.
• They convey the high-level argument prior to the reader getting into the details, which allows the reader to understand your slide deck and its details.
• These slides function like a map for the viewer to refer to in case they lose the trail of the argument or report in the slide deck.

Executive Summary Slide Templates

There is no ‘perfect’ look for an executive summary slide; presenters use custom slides to align with the content they want to project. However, there are some universal examples like these below:

How to Write an Executive Summary for a Presentation

Here are some ideas we collected from various sources that can help you create a solid draft executive summary for a presentation:

1. State the Problem

Your first paragraph is akin to the first slide of a presentation, which means you need to create an impact and convey the agenda – set the scene, so to speak. This can be achieved by stressing the urgency of the matter, showcasing the importance of the issue to be discussed, or explaining the background behind the research. You can then go on to convey the chief goals of the report or other document.

2. Talk About the Main Discussion Points

Expand the points or the report scope to fulfill the audience’s expectations. For example, utilize the subheads in the report as the main points of discussion; you can even create more descriptive and appealing statements. Here are some tips:

• Break down big blocks of text into bullet points.
• Use figures for the most important findings.
• Be sure to clarify the scope of the report and what it does not include.
• Talk about the resources and methods of research used.
• If space permits, include a summary of the findings as a conclusion, or keep it as a featured quote to catch the viewer’s attention to critical information.

3. List the Next Steps

Towards the bottom of the page, dedicate a small paragraph to stress the outcomes and deductions and what follow-up action you expect your viewer to take. Finally, summarize what you found during your research and if there’s any solution or action you have recommended.

When this is done, get feedback from team members who have not seen the report to be presented, and ask if they can say what is included in the report after reading the summary. For example, does it pique their interest, and can they understand it without getting additional context? Use their feedback to make necessary improvements.

Tips to Make the Summary Engaging

1. use a consistent tone.

Ensure you continue with the same voice tone and choice of words in the summary slide as you have in the main document. Significant differences in the tone and terms between the presentation and the summary can cause your audience to get confused and lose interest.

2. Tell a Story

Your audience will get time to read the report in its entirety; when you present it before them, you need to focus on getting them to pay attention to the most critical issues, highlight the value contained within the report, and get them interested enough to go through the entire document later. The summary must thoroughly outline the whole communication with a proper starting, middle, and ending. Most people tend to focus their summaries on the data or observations without a proper introduction or conclusion – and you can lose the audience this way. Formulating a clear narrative in your mind at the outset is important.

3. Use Bullet Points

We’ve already touched on this point briefly. People today prefer snippets of information; with attention spans dwindling, short sentences and phrases are preferred. Trim your text and resist the urge to overload your audience with information. Bulleted lists present information crisply and quickly.

4. Cut Down on Data

While figures and data visualizations are great, going overboard with data slides does not create a bigger impact – in fact, the opposite happens. You should convey what the data means, rather than the data itself. By showcasing a lot of numbers, you won’t be able to convince your audience as they cannot process all those figures. Stick to a couple of important data points in the executive summary slide – and maybe you can elaborate on why these are depicted here.

5. Give an attention-grabbing slide title

The title or heading is where anyone’s attention naturally gravitates to at first; use this to your advantage. The title must clearly state the important takeaway and set the stage for the rest of the slide.

6. Ensure it can be scanned

Even summary slides can have tons of information, making them difficult to go through; you can make it easy for your audience to consume such a slide by cutting it up into sections that can be easily noticed. For example, you could put graphs and related text in the same group. You can also use text headings for every section so that any person who is skimming through for a few seconds will get the important points.  You can also do the same for visuals – like bar charts, for example.

To Conclude

As your executive summary is the very first page or slides your audience will see, it is critical to perfect it. Now, with these tips and tricks, we’re sure it’s no longer a problem! Do you have any more tips for creating a compelling executive summary slide? Let us know.

At SlideBazaar, we help you create engaging and memorable presentations. Choose from our collection of professional templates or opt for our custom design services for a personalized touch. Your presentations deserve to be elevated to new heights, and we’re here to help you achieve just that!

BROWSE BY CATEGORY

• PowerPoint Templates
• Keynote Presentations
• Infographic
• Free slides

QUICK LINKS

• Frequently Asked Questions
• Terms & Conditions
• Privacy Policy
• DMCA Policy

EMAIL NEWSLETTER

Get updates of our PowerPoint templates and slide designs before anyone else.

Home PowerPoint Templates Executive Summary

Executive Summary Templates & Slides for PowerPoint Presentations

Download an executive summary template for creating a presentation for your business plan from our wide range of executive summary templates. With our various templates, you can make 100% editable and professional-looking executive summaries.

Featured Templates

Executive Summary PowerPoint Template

Project Summary PowerPoint Template

Simple Executive Summary Slide Template for PowerPoint

Business Plan Executive Summary Slide Template

Latest templates.

One Pager Product Summary PowerPoint Template

Investment Pitch Book PowerPoint Template

Executive Project Overview PowerPoint Template

Corporate Executive Summary PowerPoint Template

Business Executive Presentation Template

One Pager Executive Summary PowerPoint Template

One Pager Startup PowerPoint Template

Executive Business PowerPoint Template

Magnolia PowerPoint Template

Executive Pitch Deck PowerPoint Template

Security Agency PowerPoint Template

Creative Agenda Slides PowerPoint Template

An Executive Summary slide template is a concise, high-level overview of a business project, typically used in presentations to convey the most critical information to executives, stakeholders, or potential investors. It includes key points about the project without delving into extensive details, allowing for quick and effective communication.

Our editable executive summary templates can help you to summarize the important information of a project into a PowerPoint presentation. You can save hours of manual work by using an executive summary slide template compatible with Microsoft PowerPoint & Google Slides.

What Is An Executive Summary?

An executive summary is a quick overview of the topics in your paper or report. Typically, an executive summary is a 1-2 page overview and includes the objectives, data, and research highlights. In an executive summary slide, you have to make sure that you keep the whole plan or proposal concisely. Keeping things brief and to the point in an executive summary helps readers to be more engaged.

You can easily edit our executive summary templates in both Microsoft PowerPoint and Google Slides. In presentations, an executive summary typically fits in one slide. Individuals can customize the executive summary template to include their content or use their brand’s identity .

How To Create An Executive Summary With These Templates?

• Click the executive summary template that you wish to use for creating your executive summary.
• You will be redirected to the Templates section to check out all the slides.
• Click Download. Note: This will download the template on your computer.
• Feel free to edit the downloaded template as per your preference to create an appealing executive summary.

Why Choose Our Templates For Creating An Executive Summary?

At SlideModel, we make sure that all our executive summary templates and slide objects are fully editable in PowerPoint, Google Slides, Keynote and OpenOffice. The templates are offered in different sizes and colours, even for advanced editing objects (points and curves), making our templates the best choice for creating an executive summary.

Download Unlimited Content

Our annual unlimited plan let you download unlimited content from slidemodel. save hours of manual work and use awesome slide designs in your next presentation..

How To Write an Effective Executive Summary to Yield Results

By Kate Eby | April 3, 2018

• Share on Facebook
• Share on LinkedIn

Link copied

In this article, you'll learn how to craft an organized, well written executive summary the next time you have to gain the attention of a time-strapped audience.

Included on this page, you’ll find information on how to write an executive summary that wins the proposal, how to format your executive summary , an executive summary checklist , and more. 

What Is the Purpose of the Executive Summary?

An executive summary should be clear and concise (typically one to two pages long) and present the main points in a formal tone. The purpose of an executive summary is to pique the reader’s curiosity by presenting facts from the larger piece of content it is summarizing.

The executive summary can be either a portion of a business document (a business plan, project proposal, or report) or long articles and documents common in research-driven communities and academia. When crafted correctly, the executive summary provides an overview of the information and objectives in the larger document. The executive summary stands alone from the content it summarizes, and should include the essential information, the recommendations, the findings, and the conclusion of the more extensive document.

The Benefits of a Well Written Executive Summary

A well planned, well written executive summary is a valuable tool because it prioritizes the reader’s time and reduces the effort required to learn the critical aspects of the content. The summary can convey the purpose of your business plan, project proposal, product launch presentation, or sales pitch to keep the reader engaged and reading further, or empowered to take action. Even if it is the only thing your audience reads, a strong executive summary creates value for the reader as a first impression. Use the executive summary to make a business case, support a position, or tell a story. The reader should know how the subject of your content impacts them, benefits their work, their company, or their projects after reading the executive summary.  

Various industries use executive summaries as a communication tool, including healthcare, education, government, technology, real estate, finance, law, the nonprofit sector, and more. One of the benefits of using an executive summary is that it is not exclusive to one type of communication. Executive summaries show up in a variety of use cases, including the following:

Business plans

Legal briefs

Product launch plans

College campus surveys

Market research reports

Environmental studies

Project proposals

Hospital planning and evaluation

How to Write an Executive Summary

Crafting a useful executive summary requires more than simply cutting and pasting vital information from the body of your report or proposal. The executive summary may be the only part of the report your target audience reads, so you should spend the time to make it valuable.

It doesn’t have to be an intimidating process, but before you begin writing, you should ask the following critical questions:

Who depends on the information? When you write the executive summary, decide who you are targeting and the critical information that audience needs. What do they need to know to make a decision? What would they already know? Do you have a specific customer you want to reach with your message or story? Writing the executive summary with that audience in mind will make it useful because the story you’re telling about your business, project, or proposal will resonate.

What is the objective? While it’s true that an executive summary recaps essential information from the body of the content it summarizes, that is its function, not its purpose. Write the summary to your intended audience and include the crucial information that supports your objective for creating the document. What do you need the reader to understand? Is the aim to recommend change based on the results of your research? What needs to happen for the project plan to succeed based on your proposal? Let your objectives determine the content and context of your summary.  

What are you recommending? Use the executive summary to draw conclusions and make recommendations to the reader. If your report presents the need for change, recommend the actions that the body of your document supports in the summary. State the benefits of your product or service, or the solutions you provide more detail on in the proposal. Ultimately, don’t make the reader work to find out what action they need to take: Make your recommendations clear in the executive summary.

How will you make an impression? The “executive” summary earned its name from the need to get the upper management’s attention. Executives did not have the time to read every word of every document. The summary had to make an impression because it might be the only part of the material that would be read. Regardless of its origins, the principle of using the summary to make an impression on the reader is sound, as that impression might encourage the reader to keep reading or take action. Consider how you shape the message, organize the sections of your summary, or present research to stand out in a brief space.

Executive Summary Checklist

After you answer these questions and begin writing your document, refer to the following checklist as you develop the executive summary.

Download Executive Summary Checklist

What Is the Format of an Executive Summary?

Every executive summary intends to distill information to the reader upfront, so it is typically placed first in the document. (Sometimes it is a separate section of a formal business document listed in the table of contents.)

When used in a less formal manner, the executive summary is an opening paragraph, a separate one-page summary memo, or the first page of a report. For example, if your goal is to raise capital, use the executive summary like an investor profile that provides the reader the information necessary to land the meeting or get the funding, without further reading.

The format and length vary based on the purpose of the content that you are summarizing; there is no set structure to follow. Here are some formatting tips that you can use for any executive summary, regardless of the style:

Order of Appearance : Beyond the introduction, decide what sections of the summary are most important to the purpose of the document. Organize your subheadings or sections in that order. Use bullet points and plenty of spacing between the different parts of the summary to make the content more accessible to scanning eyes. By doing so, you naturally discard information better left to the body of the document, and you honor the reader’s time by prioritizing the message, recommendations, conclusions, or solutions in the longer document.  

How Much Is Too Much : Executive summaries vary in length based on the type of content they summarize or their purpose. Some recommend keeping the summary to a specific percentage of the overall document, while others advocate a set number of pages. Focus on keeping the summary brief but comprehensive, with the most important information available to the reader.

Audience Aim : The tone and language of the executive summary should match that of the target audience. Avoid using technical jargon that requires definitions, and present the information in an accessible manner based on the knowledge and expertise of your intended audience. Do not include acronyms or highlight data that need an extensive background for context, and avoid using casual, informal tones. That said, an executive summary used in internal communications will have a different tone and style than one used in external communication tools.

One-page Executive Summary Template

This template is designed to fit your executive summary on one page. Take advantage of the short sections and bullet points to keep the document concise and hook the reader with the information that will keep them reading. Organize the key points by customizing the subheadings to emphasize their importance based on your purpose for the document.

Download One-page Executive Summary Template

Excel  |  Word  |  PDF

What Are the Common Pitfalls of Executive Summaries?

When formatting and organizing the executive summary, beware of the following pitfalls that plague poorly written and poorly planned summaries:

Fact or Persuasion : Support your motives and the objective of the executive summary with the facts. If the summary is for a sales proposal or pitch deck, persuade your reader up front with data and information, not buzzwords and cliches. If the executive summary includes generalizations or opinions that you don't support within your material with market research, project examples, independent data, testimonials, etc., you risk misleading the reader. Avoid writing a summary that leads clients, policy makers, or management to an unsupported recommendation or conclusion for the sake of persuasion — instead, focus on the facts.  

Relevance Over Repetition : By nature, the executive summary is a repetitive summary of content. Therefore, only include the most relevant details — those that summarize the true purpose of the overall content. Use the rest of your business plan, research report, or client proposal to cover topics relevant background information at length. If you try to cut and paste too much information and context from your longer business or research document into the summary, the details might overshadow the impression you want to make on the reader. The background becomes the introduction, and you risk losing a reader’s attention (especially an online audience).

Consistency Is Key : The executive summary highlights the substance of the larger piece of content. Don’t feature information here that is not covered in the body of the proposal. Avoid using different subheadings to organize copy in the body of the report. For example, if you highlight “Project Milestones” in the executive summary, do not list them in a new section for “Project Goals” in the business proposal. Use the tone and language you establish in the summary throughout the material. If you target an audience without expertise in the subject matter, don’t switch to highly technical analysis in the body copy. Finally, if you cover something in the executive summary, cover it again in the report. Don’t make the reader work to learn more about something you highlighted in the summary.

Draw a Clear Conclusion : Write an executive summary that comes to a conclusion and supports your purpose for creating the document. Keep the reader’s interest in mind when you summarize a lengthy project proposal or report. Does the reader have a clear understanding of the solutions you propose? Can they identify the problems you solve? If the executive summary is the only thing they read, can they take action on your recommendations or anticipate a desired outcome based on the information you included?

Executive Summary Outline Template - PowerPoint

Use this free template to outline your next big presentation, or keep it updated as a live meeting record to keep up with your evolving internal business plans or funding needs. The slides are formatted to outline the important elements of a formal business plan summary. You can customize the slides to fit the order of importance for your content’s purpose or extend each. Use the slides as an outline to keep track of the content you want to summarize after every update or draft of the report.

‌ Download Executive Summary Outline Template - PowerPoint

What to Include in an Executive Summary

You will determine the components of each executive summary you write based on the reason for writing it and your target audience.

For example, a business plan for an external audience includes financial information and details on the size and scale of a company; startups seeking funding and investors will highlight specific financial requirements and how they impact the business strategy. Executive summaries vary in the content they cover, but here is a common framework:

Introduction : This opening statement, paragraph, or section should clearly state the document’s purpose and the content to follow. How you will use this section depends on the desired outcome for the reader or audience, who should immediately find value in the information you present. Therefore, the details included in the introduction should grab and hold the reader’s attention.  

Company Information : When writing an executive summary for an external audience, include your company name, a description of your mission or purpose, contact information, location, and the size and scale of your operations. In some cases, the summary introduces the founders, investors, and corporate leadership. It might include background information of each that outlines previous industry or startup experience, or historical context on the current state of the company. When used in a presentation or research report, introduce the team presenting or responsible for the report’s findings.

Products and Services : The executive summary is the place to highlight the problem you solve or the need you fulfill. For a report, this is where you might highlight what you researched and what the reader should know about your findings. For a project proposal, include what you’re planning to accomplish and what you need to make it successful. For marketing plans or product launch presentations, tell the reader why your service or product is relevant at this particular moment in time.

Market Analysis : The executive summary of a business plan might profile the target customer and explain the market opportunity for a product or service. Consider answering questions like: Is there a five year plan for this market? How do you anticipate growing the customer base and improving market share? What stands out from your research about your customers that the reader should know?

Competition Analysis : This section should include answers to the following questions:

What is the competitive advantage of your proposed solution or product and who or what do you compete with in this market?

What are the opportunities now and in the future?

What are the risks in your market and your product or service?

Do you have relevant experience with major competitors?

What are the future plans for growth and what obstacles do you anticipate addressing?

Financials : The executive summary might summarize key financial data that is relevant to the reader or data that supports your research. If the purpose is to secure funding, include the specific amount you are requesting. Be sure to provide context for the financial data or any number you highlight in the executive summary. This section is a great way to highlight growth, or to use metrics to provide perspective on the company.

Conclusions : Recap your findings, the problem and solution discussed, or the project and work proposed. If there is a decision the reader needs to make, be direct about it. Make the outcomes obvious, but leave enough intrigue for the rest of the content to follow.

How Do You End An Executive Summary?

Although the executive summary begins a document, it concludes so that it can stand alone from the rest of the content and still be of value. Use the conclusion to recap your findings, make recommendations, and propose solutions to the problem.

If there is a decision you want the reader to make, ask make a call to action in this section. If you are summarizing a research report, summarize the findings and the research methods used to conclude the work. Make the outcomes or recommendations visible, but leave enough out to incentivize the audience to continue reading. Close the executive summary with a strong statement or transition that sets up the theme or central message to the story you tell in the report or proposal.

What Should Be in the Executive Summary of a Business Plan?

Traditional business plans differ in context and content based on if the audience is internal or external. Both audiences benefit from some of the previously discussed elements of the executive summary (like a substantial introduction).

However, the summary of an internal business plan does not require a section that introduces management or key personnel. An external business plan targets an audience that expects to find crucial financial information in the summary. When you develop the executive summary of the business plan, determine the information to include based on the audience and purpose of the document.

Business Plan Executive Summary Template

This executive summary template is designed to get your business plan noticed and reviewed. In this scenario, you’re presenting to an external audience and therefore should include more attention to detail with a standard business plan document. Use bullet points and clear, formal language to guide the reader to the most important information about your company.

Download Business Plan Executive Summary Template

Excel  |  Word  |  PDF  | Smartsheet

You can find a variety of templates for various industries and needs by reading “Free Executive Summary Templates.”

What Should Be in an Executive Summary of a Report?

Josh Bernoff spent 20 years writing and editing reports for Forrester Research. He is an advocate of creating actionable reports that tell a story. He believes that the executive summary is crucial.

“If the report is a story, the right executive summary is the same story, written briefly,” writes Bernoff . He recommends imagining that your readers ask you questions like, “What’s the coolest stuff in this report?” and “What did you find out?” while writing the report.

“Your answer, written directly to the reader, is the executive summary,” Bernoff explains in his book.

The executive summary of a report requires vivid details that grab online readers’ attention in a hurry. According to Bernoff, the summary recaps the story you want to tell behind all the words in the report. Using this advice as a guidepost, consider including the following answers to these questions to create your report’s summary:

What is the central plot of your report?

Why is this story important?

What are the most memorable scenes (examples, data, case study results, etc.) from the different sections of the report?

How does your research address the story’s central conflict (the problem solved)?

How does your research support the story’s conclusion?

What actions does the story recommend the reader be aware of?

The executive summary of lengthy research reports — especially those used in academic articles, scientific journals, government studies, or healthcare initiatives — require additional formatting considerations and elements not found in business plans or proposals. Consider the following guidelines when developing the executive summary of a research report:

Present the sections of the executive summary in the same order as in the main report.

Do not include information or research that is not supported and presented in the body of the report.

Draw a conclusion with the executive summary that justifies the research and provides recommendations.

Use a tone and language to describe technical information that readers without advanced knowledge or expertise of the subject matter can understand.

Remember that an executive summary of a report is distinct from an abstract. Abstracts are shorter overviews of a report and are common in academia. They familiarize the reader with a synopsis of the research that is much shorter than an executive summary. You can also think of an abstract as a standalone statement that helps the reader determine if they will read on. The executive summary, by contrast, summarizes the research in a structure that includes the summary, methods, results, conclusions, and recommendations for the reader without necessarily having to read further.

Research Report Executive Summary Template

Use this template to create a synopsis of research results for reports — these will typically be longer than an executive summary for a business plan and proposal. The template is formatted to accommodate in-depth reports that need space for charts and tables to illustrate research data. It is designed to summarize technical information in a concise manner, with clear subheadings that communicate key findings to readers with various expertise and interest.

Download Research Report Executive Summary Template

Word  |  PDF

Get Funding with Your Executive Summary

Startups seeking capital investment from venture capital funds and angel investors can repurpose the executive summary from a business plan as a more concise, less formal investor profile.

This type of summary memo is stripped down and focused on the specific financial requirements and how the funding makes an impact on the business strategy. It is the perfect template to create a profile on investor platform websites like AngelList and Gust . Use the following tips to transform traditional business plan summaries into the pitch that lands you a meeting or funding:

Include the specific dollar amount you’re requesting, the purpose for the funds raised, and any relevant data such as repayment terms, collateral, equity share information, etc.

Keep the financial data simple and round to the nearest whole dollar amount.

List founders, partners, and key management personnel and highlight specific domain expertise or previous startup experience.

Describe your company’s growth plan and the proposed exit strategy.

Remove any industry buzzwords, meaningless phrases, and cliches (for example “the Uber of…,” “game-changing,” “disruptive,” “next Facebook,” “world-class,” etc.).

Mention noteworthy achievements, intellectual property, important business partnerships, or information on product development stages in test markets.

Describe work in progress and highlight relevant information about customer growth, market demand, and product development.

Startup Executive Summary Template

Transform your executive summary into an investor document with this template. It acts as a one-page pitch that serves as your company profile on investor platforms. You can repurpose this template and save it as a PDF summary memo to land future meetings with investors. For more information on business plans for startups, including free budget templates, read “ Free Startup Plan, Budget & Cost Templates .”

Download Startup Executive Summary Template

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

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Take your work to the next level. See how Smartsheet can help.

Resources >

Ultimate guide to executive summary slides, expand your communications toolkit with these 30 executive summary slide powerpoint templates.

As an independent consultant, it’s helpful to have multiple communication structures in your toolkit. The Ultimate Guide to Executive Summary Slides includes 30 different executive summary structures, grouped into 10 use categories from project kick-off to reporting.

The Ultimate Guide to Executive Summary Slides is grouped into different use categories for executive summary slides:

Project Kickoff

Strategic planning, market analysis and competitive landscape, budget and financial review, operational review, risk management, innovation and product development, decision briefing, status update, results reporting, request the ultimate guide to executive summary slides:.

Continue reading for a look at each of the 30 executive summary slide structures. Each includes:

• Purpose of the slide type
• Typical components (note that a slide might not use all the components listed, they are just a guideline)
• Umbrex slide template
• Example using the slide

We’ve also provided some guidelines for creating effective executive summary slides.

Additional Resource: The Umbrex PowerPoint Slide Template Library — A PowerPoint deck with 200+ slide templates you can customize for your own practice

Vision > Strategy > Action Slide

The Vision > Strategy > Action slide is used to clearly articulate a company’s long-term vision, the strategies it will employ to achieve this vision, and the specific actions that need to be taken. This slide is particularly useful in strategic planning sessions, project kickoffs, and status updates where a clear roadmap is essential.

Components :

• Vision: A concise statement of the long-term goal or aspiration.
• Strategy: Key approaches or methods to achieve the vision.
• Action: Specific steps or initiatives to implement the strategy.

Example slide use:

Three-Part Structure Slide

The Three-Part Structure slide is a straightforward and logical way to present information, commonly used in executive summaries to break down complex topics into three main sections. It can be used in various scenarios such as project kickoffs, status updates, and strategic planning to ensure clarity and focus.

• Introduction: Provides an overview or context for the presentation.
• Main Points: Details the key findings, issues, or components.
• Conclusion: Summarizes the key takeaways and next steps.

Overview Slide

The Overview slide serves as a high-level summary of the key points and structure of a presentation. Its primary purpose is to provide the audience with a clear understanding of what will be covered, set the context, and highlight the main objectives or findings. This slide helps to orient the audience and prepare them for the detailed content that follows.

Title: A concise title that clearly indicates the subject or purpose of the presentation.

Introduction: A brief introduction or background information to set the context for the presentation.

Objectives: A list of the main objectives or goals of the presentation, outlining what the presenter aims to achieve.

Key Points: A summary of the major topics or sections that will be covered in the presentation.

Agenda: An optional agenda that provides a roadmap of the presentation’s structure, including the order of topics and any planned activities or discussions.

Visuals: Relevant visuals, such as images, icons, or graphics, to enhance understanding and engagement.

Strategic Recommendations Slide

The Strategic Recommendations Slide aims to present clear and actionable recommendations based on the analysis and findings of a project or study. This slide should provide a strategic roadmap for achieving desired outcomes, addressing key challenges, and leveraging opportunities.

• Recommendations: Specific recommendations.
• Actions: Detailed action steps or initiatives.
• Expected Outcomes: Explanation of the anticipated results or benefits.

Goal > Obstacle > Strategy > Action Slide

The Goal > Obstacle > Strategy > Action slide is designed to help outline a clear path to achieving specific goals by identifying obstacles, formulating strategies to overcome them, and detailing actionable steps. This slide is useful in strategic planning, project kickoffs, and operational reviews.

• Goal: Define the specific, measurable objective to be achieved.
• Obstacle: Identify the main challenges or barriers to achieving the goal.
• Strategy: Outline the approach or plan to overcome the obstacles.
• Action: List the specific steps or initiatives to implement the strategy.

CLEAR Method Slide

The CLEAR Method is used to provide a clear and concise analysis and recommendations framework. It stands for Context, Lead-in, Evidence, Analysis, and Recommendations. This method is useful in decision briefings, strategic planning, and presenting complex information in a structured manner.

Context: Provide background information and the setting for the issue or project.

Lead-in: Introduce the main topic or problem to be addressed.

Evidence: Present data, facts, and supporting information.

Analysis: Analyze the evidence to draw conclusions.

Recommendations: Offer clear and actionable recommendations based on the analysis.

The 4 P’s Slide

The 4Ps framework (Product, Price, Place, Promotion) is a marketing model used to analyze and optimize the marketing strategy for a product or service. This slide is useful in market analysis, strategic planning, and decision briefings, helping to ensure that all key aspects of the marketing mix are addressed.

• Product: Describe the product or service, its features, and benefits.
• Price: Outline the pricing strategy, including pricing models and positioning.
• Place: Detail the distribution channels and how the product will reach the target market.
• Promotion: Explain the promotional strategies and tactics to create awareness and drive sales.

The 5 C’s Slide

The 5 Cs framework (Company, Competitors, Customers, Collaborators, Climate) is a strategic tool used to analyze and understand the business environment. This slide is useful in market analysis, strategic planning, and competitive analysis, providing a comprehensive view of the internal and external factors affecting a business.

• Internal strengths and weaknesses
• Core competencies and resources

Competitors:

• Key competitors and their market positions
• Competitive advantages and disadvantages
• Target customer segments
• Customer needs and preferences

Collaborators:

• Key partners, suppliers, and alliances
• Role and contributions of collaborators
• External environment including economic, technological, and regulatory factors
• Market trends and dynamics

Trends > Implications > Opportunities Slide

The Trends > Implications > Opportunities slide is designed to analyze current trends, understand their implications, and identify opportunities that arise from these trends. This slide is particularly useful in strategic planning, market analysis, and decision-making processes to help organizations anticipate changes, adapt strategies, and capitalize on emerging opportunities.

• Trends: Identify and describe the key trends affecting the industry, market, or environment. This section should highlight significant patterns, shifts, or developments that are currently influencing or expected to influence the organization.
• Implications: Analyze the implications of these trends on the organization, industry, or market. This section should discuss the potential impacts, challenges, and opportunities that these trends present.
• Opportunities: Identify and outline the specific opportunities that arise from these trends and implications. This section should focus on actionable insights, strategic initiatives, or areas for growth and innovation that the organization can pursue.

Financial Summary Slide

The Financial Summary slide provides a concise overview of a company’s financial performance. It is typically used in budget and financial reviews, strategic planning, and results reporting. The slide highlights key financial metrics, performance trends, and significant financial events or achievements.

Revenue and Profit:

• Summary of revenue and profit figures.
• Year-over-year (YoY) growth rates.
• Breakdown of major expenses.
• Comparison to budget or previous periods.

Key Financial Metrics:

• Important ratios and metrics such as EBITDA, net margin, and ROI.

Financial Highlights:

• Significant financial achievements or events.
• Strategic financial moves (e.g., investments, acquisitions).

Objective > Criteria > Metrics Slide

The Objective > Criteria > Metrics slide is designed to clearly define a specific objective, outline the criteria for success, and identify the metrics to measure progress. This slide is particularly useful in strategic planning, performance reviews, and project management.

• Objective: Define the specific goal or objective to be achieved.
• Criteria: Outline the standards or benchmarks that will be used to judge the success of the objective.
• Metrics: Identify the specific metrics that will be tracked to measure progress towards the objective.

Problem > Solution > Benefit Slide

The Problem > Solution > Benefit slide is used to clearly articulate a problem, propose a solution, and highlight the benefits of implementing the solution. This slide is commonly used in strategic planning, decision briefings, and project kickoffs to ensure that the audience understands the issue, the proposed approach, and the expected positive outcomes.

Problem: Define the specific problem or challenge being addressed.

Solution: Propose a clear and actionable solution to the problem.

Benefit: Highlight the key benefits or positive impacts of the solution.

Logical Flow Slide

The Logical Flow slide is designed to present information in a clear, structured, and sequential manner. This type of slide is particularly useful in strategic planning, project management, and operational reviews, where it’s important to show the logical progression of ideas or steps.

• Introduction: Introduce the main topic or objective.
• Step-by-Step Breakdown: Outline the key steps or stages in the process and provide brief descriptions for each step.
• Conclusion: Summarize the key points and next steps.

Situation > Complication > Resolution Slide

The Situation > Complication > Resolution slide is used to clearly articulate a problem and propose a solution in a structured manner. This slide is particularly useful in strategic planning, decision briefings, and project management to provide a concise and logical progression from problem identification to resolution.

• Situation: Describe the current state or context.
• Complication: Explain the problem or challenge that has arisen.
• Resolution: Propose the solution to address the complication.

Roadmap/Action Plan Slide

The Roadmap/Action Plan slide is designed to outline the strategic steps and milestones needed to achieve specific objectives. This slide is particularly useful in operational reviews, strategic planning, and project management to provide a clear and structured plan of action.

• Key Milestones: Identify the major milestones or phases of the project.
• Action Steps: Outline the specific actions or tasks required to reach each milestone.
• Timeline: Provide a timeline for each action step and milestone.

Problem > Process > Payoff Slide

The Problem > Process > Payoff slide is designed to clearly identify a problem, outline the process to address it, and highlight the benefits or payoff from solving the problem. This slide is particularly useful in risk management, strategic planning, and operational reviews.

Components: 

• Problem : Define the specific issue or risk that needs to be addressed.
• Process : Outline the steps or processes to resolve the problem.
• Payoff : Highlight the benefits or positive outcomes from addressing the problem.

Opportunity > Challenges > Solutions Slide

The Opportunity > Challenges > Solutions slide is designed to identify a significant opportunity, outline the challenges that may hinder capitalizing on this opportunity, and propose solutions to overcome these challenges. This slide is particularly useful in risk management, strategic planning, and decision briefings.

Opportunity: Define the specific opportunity available.

Challenges: Outline the key challenges or obstacles that may prevent seizing the opportunity.

Solutions: Propose clear and actionable solutions to overcome the challenges.

Challenge > Options > Decision Slide

The Challenge > Options > Decision slide is designed to identify a specific challenge, outline potential options to address it, and make a decision based on the analysis. This slide is particularly useful in risk management, strategic planning, and decision-making processes.

Challenge: Define the specific challenge or problem being addressed.

Options: Outline the potential options or solutions to address the challenge.

Decision: Describe the chosen decision and rationale behind it.

Highlights Slide

The Highlights slide is designed to provide a quick overview of the most important points, achievements, or updates from a report, project, or presentation. This slide is useful in executive summaries, progress reports, and strategic reviews to ensure that stakeholders can quickly grasp the key takeaways and significant accomplishments without delving into detailed data. It helps in focusing attention on the most noteworthy information that drives decisions and actions.

• Title: A concise title that reflects the overall theme or subject of the highlights.
• Introduction: A brief introduction to provide context or background for the highlights.
• Key Highlights: A list of the most significant points, each presented clearly and concisely.
• Visuals: Relevant visuals such as charts, graphs, or icons to enhance understanding and retention.

DIVE Framework Slide

The DIVE Framework slide is designed to provide a structured approach to exploring and implementing innovation and product development initiatives. DIVE stands for Describe, Investigate, Visualize, and Execute. This slide is particularly useful in innovation projects, product development, and strategic planning.

Describe : Provide a detailed description of the innovation or product development idea.

Investigate : Conduct research and gather information relevant to the idea.

Visualize : Create visual representations or prototypes to illustrate the concept.

Execute : Outline the steps needed to implement and bring the idea to fruition.

Needs > Features > Advantages > Benefits Slide

The Needs > Features > Advantages > Benefits slide is designed to articulate the specific needs that a new product or service addresses, its key features, the advantages these features provide, and the overall benefits to the customer or client. This slide is particularly useful in product development and innovation projects to ensure a clear value proposition.

• Needs: Define the specific needs or problems that the product or service addresses. Features: Highlight the key features of the product or service. Advantages: Explain the advantages these features offer over existing solutions. Benefits: Describe the overall benefits to the customer or client.

Key Findings Slide

The Key Findings slide is designed to highlight the most important insights, conclusions, or discoveries from research, analysis, or a project. This slide is useful in executive summaries, strategic planning, and project reports to ensure that stakeholders quickly grasp the critical points without getting lost in detailed data. It helps in focusing attention on the most impactful information that drives decisions and actions.

• Title: A concise title that reflects the overall theme or subject of the key findings.
• Introduction: A brief introduction to provide context or background for the findings.
• Findings: A list of the most significant findings, each presented clearly and concisely.
• Implications: A brief explanation of the implications or significance of each finding.

Insight > Action > Outcome Slide

The Insight > Action > Outcome slide is designed to present a key insight, propose specific actions based on that insight, and outline the expected outcomes from those actions. This slide is particularly useful in decision briefings, strategic planning, and executive presentations to ensure clear and actionable recommendations.

• Insight : Present a key finding or insight that has been identified.
• Action : Propose specific actions to be taken based on the insight.
• Outcome : Describe the expected outcomes or benefits from implementing the actions.

Motivation > Opportunity > Ability Slide

The Motivation > Opportunity > Ability slide is designed to provide a clear framework for decision-making by outlining the motivation behind an initiative, the opportunities it presents, and the ability of the organization to capitalize on these opportunities. This slide is particularly useful in decision briefings, strategic planning, and executive presentations.

• Motivation : Explain the reasons or motivations driving the initiative.
• Opportunity : Identify the specific opportunities that can be leveraged.
• Ability : Outline the organization’s ability to seize the opportunities, including resources, capabilities, and readiness.

Status > Action > Impact Slide

The Status > Action > Impact slide is designed to provide a clear and concise update on the current status of a project or initiative, outline the actions being taken, and describe the impact of those actions. This slide is particularly useful in status updates, project management reviews, and operational briefings.

Status : Provide a summary of the current state or progress of the project or initiative.

Action : Outline the key actions being taken to address any issues or to continue progress.

Impact : Describe the anticipated or actual impact of these actions on the project or initiative.

Context > Challenges > Strategies Slide

The Context > Challenges > Strategies slide is designed to provide a comprehensive update by outlining the current context of a project or initiative, identifying key challenges, and presenting strategies to address these challenges. This slide is particularly useful in status updates, project management reviews, and strategic planning sessions.

Context: Provide a summary of the current status or background of the project or initiative.

Challenges: Identify the main challenges or obstacles currently being faced.

Strategies: Outline the strategies or actions being taken to address these challenges.

What > So What > Now What Slide

The What > So What > Now What slide is designed to provide a structured and logical flow of information that helps the audience understand the significance of a topic and determine the next steps. This slide is useful in presentations that require clarity in problem-solving, strategic planning, and decision-making by addressing the issue, its importance, and the proposed actions.

• What: Define the specific issue, fact, or data point being presented. This section provides the basic information or context needed to understand the topic.
• So What: Explain the significance or implications of the information. This section answers why the audience should care about the information and what impact it has on the organization or project.
• Now What: Outline the proposed actions or next steps based on the information and its implications. This section provides clear, actionable recommendations or strategies to address the issue or leverage the information. 

Priority > Action > Impact Slide

The Priority > Action > Impact slide is designed to identify key priorities, outline the actions being taken to address these priorities, and describe the impact of these actions. This slide is particularly useful in strategic planning, project management, and results reporting to ensure that stakeholders understand what is being prioritized, the specific actions being implemented, and the anticipated or achieved outcomes. This structured approach helps in aligning efforts with strategic goals and demonstrating progress and effectiveness.

• Priority: Define the key priorities or objectives that have been identified as critical for the organization or project.
• Action: Outline the specific actions or steps being taken to address each priority, detailing the initiatives, strategies, or tasks involved.
• Impact: Describe the anticipated or actual impact of these actions, highlighting the outcomes, benefits, or improvements resulting from addressing the priorities.

SUCCESS Method Slide

The SUCCESS Method slide is designed to ensure that key messages in a report are Simple, Unexpected, Concrete, Credible, Emotional, and Story-driven. This method is particularly useful in results reporting to make the presentation of findings more engaging and memorable.

• Simple : Present the core message in a clear and straightforward manner.
• Unexpected : Capture attention with surprising or unexpected elements.
• Concrete : Use specific and tangible details to support the message.
• Credible : Provide credible sources or evidence to back up the claims.
• Emotional : Appeal to the audience’s emotions to make the message resonate.
• Story-driven : Use storytelling to create a compelling narrative.

Summary > Background > Analysis > Recommendation Slide

The Summary > Background > Analysis > Recommendation slide is designed to provide a comprehensive yet concise presentation of a particular issue, project, or initiative. This slide is useful in strategic planning, decision-making processes, and executive briefings to ensure that stakeholders have a clear understanding of the topic, the context behind it, the detailed analysis conducted, and the recommended course of action. This structured approach helps in making informed decisions and setting clear directions.

• Summary: Provide a concise summary of the content or decision points.
• Background: Give a brief background that informs the current situation or decision.
• Analysis: Offer a detailed analysis supporting the summary and background.
• Recommendation: End with strong recommendations based on the analysis, guiding the audience towards intended actions or decisions.

Real-world Examples of Executive Summary Slides:

Guidelines for creating strong executive summary slides:.

Clarity and Brevity :

• Use clear and concise language.
• Focus on essential information only; avoid unnecessary details.

Logical Structure :

• Start with an overview of the topic or problem.
• Follow with key findings or insights.
• Conclude with recommendations and next steps.

Visual Appeal :

• Use bullet points, infographics, and charts to present information visually.
• Maintain a clean, professional design with consistent fonts, colors, and formatting.

Actionable Insights :

• Emphasize practical and actionable recommendations.
• Ensure that each point is directly relevant to the decision-makers’ interests and concerns.

Key Data and Metrics :

• Include critical data points and metrics that support your findings and recommendations.
• Use visuals like graphs and tables to make data easily digestible.

Engaging Narrative :

• Tell a coherent story that guides the audience through the key points.
• Use headings and subheadings to create a logical flow.

Tailored Content :

• Customize the content to address the specific interests and needs of the executive audience.
• Highlight how the information impacts the organization’s goals and strategies.

Additional Resource

Umbrex also offers a comprehensive library of more than 200 PowerPoint slide templates , used by major consulting firms such as McKinsey, Bain, and BCG.

This PPT deck includes templates for slides such as:

• Text slides
• Column charts
• Line charts
• Scatter plots
• Concept slides
• Flow charts
• Consulting frameworks

Click below to view this resource:

For consultants

© Copyright 2024 by Umbrex

Designed by our friends at Filez

• Privacy Policy
• Terms of Service

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

Want help from the experts?

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

• Books & Guides
• Knowledge Base

Close More Deals With Winning Proposals

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

• Book a demo
• Sign Up Free

How To Write an Executive Summary (with examples)

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

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

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

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

What is an executive summary?

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

The purpose of an executive summary

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

They can’t wait to read your executive summary.

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

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

So you better make it good.

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

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

When should you write the executive summary?

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

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

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

How to format an executive summary

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

The Opener: Capture their attention

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

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

The Need: We get it

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

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

The Proposed Solution: We’ve got it

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

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

The Evidence: We can do it

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

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

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

The Call to Action: Let’s do it

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

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

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

Executive Summary Examples

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

1. Example of Ecommerce Executive Summary

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

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

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

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

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

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

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

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

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

2. Example of Marketing Executive Summary

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

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

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

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

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

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

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

3. Example of Cleaning Services Executive Summary

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

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

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

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

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

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

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

4. Executive Summary Template Example

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

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

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

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

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

Don’t: make it too long

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

Don’t: use jargon

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

Don’t: use overly technical language

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

Don’t: talk about your company history

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

Do: focus on your prospective client

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

Do: mention your potential client’s company name

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

Do: use plain language

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

Do: proofread and edit

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

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

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

Subscribe via Email

Related posts.

Subscribe via email

A quick note about our cookies

We use cookies so we can give you the best website experience possible and to provide us with anonymous data so we can improve our marketing efforts. Read our cookie policy and privacy policy.

Login to your account

New here? Sign up in seconds!

Use social account

Or login with an email

Create an account

Already have an account? Login here

Or sign up with an email

We’re uploading new templates every week

We’d like to send you infrequent emails with brief updates to let you know of the latest free templates. Is that okay?

Reset your Password

Please enter the email you registered with and we will send you a link to reset your password!

Check your email!

We’ve just sent you a link to
 . Please follow instructions from our email.

• Most Popular Templates
• Corporate & Business Models
• Data (Tables, Graphs & Charts)
• Organization & Planning
• Text Slides
• Our Presentation Services

Get your own design team

Tailored packages for corporates & teams

Executive Summary Template for Corporate Presentations

Number of slides: 10

Whenever you need to present a project report or business plan, there’s a crucial section you should add: The Executive Summary. This format helps you create a condensed version of the most important points of your plan, so your audience can give a quick look to the content before the full presentation. This is especially useful when you have to talk in front of decision makers and potential investors. Get your information across in a quick and clear manner with the Introduction Slide, Key Milestones Slide and the Financial Analysis Slide.

• About this template
• How to edit
• Custom Design Services

Free Executive Summary PowerPoint Template

Business plan introduction slide.

Use the six points in this slide to describe what the business plan or project is about. Remember to mention the problem you resolve in the market and how you do it. This introductory slide should provide only key information and make your audience want to see more. 

Key Milestones Slide 

After a proper introduction, it’s time you wow potential investors or decision makers with the best of your portfolio or outstanding results. For this purpose, the executive summary template comes with two options for you: a timeline and a roadmap. Here you will be able to highlight key milestones or positive results.

Financial Analysis Slide 

As in every business, the financial side can’t be left behind. For that reason, you will find slides with stacked bars and an area chart to easily indicate financial projections or trends and provide a condensed but accurate market analysis.

Reports and Project proposals

Executive summaries are frequently related only to business plans but you can also make use of these when you present a report or project proposal.

The introduction of your presentation

Don’t forget to only include important details. An executive summary should give your audience a clear understanding of what is to come. The detailed information goes in the actual presentation.

Template in corporate style

This Executive Summary template is designed in a corporate style which makes it a perfect fit for any business presentation you are working on.

FIND OUT MORE ABOUT OUR CUSTOM DESIGN SERVICES

Todd Speranzo

VP of Marketing at Avella

"24Slides helps us get PowerPoints on-brand, and improve overall design in a timeframe that is often “overnight”. Leveraging the time zone change and their deep understanding of PowerPoint, our Marketing team has a partner in 24Slides that allows us to focus purely on slide content, leaving all of the design work to 24Slides."

Gretchen Ponts

Strata Research

"The key to the success with working with 24Slides has been the designers’ ability to revamp basic information on a slide into a dynamic yet clean and clear visual presentation coupled with the speed in which they do so. We do not work in an environment where time is on our side and the visual presentation is everything. In those regards, 24Slides has been invaluable."

"After training and testing, 24Slides quickly learnt how to implement our CVI, deliver at a high quality and provide a dedicated design team that always tries to accommodate our wishes in terms of design and deadlines."

What's included in Keynote Template?

I want this template customized class="mobile-none"for my needs!

69 beautifully designed slides 67 icons included PowerPoint and Keynote ready 16:9 full HD class="mobile-none"resolution

Check out other similar templates

Presentation Business Icons

Management Strategy PowerPoint Template

Mobile Sales Slides Template

Pitch Deck Presentation Templates

10 Free Presentation Templates for Executives

In a world driven by cut-throat competition and increasing globalization, businesses can gain traction and success at the global level through partnerships, joint ventures, and alliances. And in all these collaborations, executives play an important role in representing their company’s strengths and potential. So, they must have good communication and presentation skills. These skills are crucial to keeping internal employees and stakeholders aligned and motivated to achieve organizational goals. A well-designed template can elevate your presentation prowess and amplify your impact.

To help business executives make their presentations mesmerizing and convincing, we have compiled a list of professionally designed, 100% customizable, multipurpose templates in this article. You can use them for presentations for various occasions, like team, client, board, and investor meetings. So, get these templates now and unlock visual excellence in your next slideshows!

1. Solar Power Project Proposal Presentation

Get this template to showcase the scope, purpose, and timeline of your solar power project to clients, investors, and stakeholders in a visually interesting manner. Featuring a vibrant color scheme and visuals of solar panels, this deck can be incorporated into your presentations to showcase a brief introduction of your company and team and the project’s technical details and environmental impact. In addition, you can present competitor analysis and financial projects to demonstrate the growth potential of your project. Demonstrate how your project will contribute to environmental sustainability, reducing carbon emissions and electricity bills.

2. Business Plan

This template is useful for executives of both startups and established companies to visualize the company’s goals and a roadmap and timeframe for achieving them. You can leverage this deck in presentations for investor pitches, team meetings, and annual general meetings. Use this beautiful set of slides to depict your plan to expand the company’s international footprint, roll out a new product in a specific market, address the pain points of a particular customer group through your product/service, etc. The well-chosen color theme in slides instantly captures the audience’s attention and helps them process the presented information faster. 

3. Roadmap  

This versatile and multipurpose template will add context and visual appeal to presentations on goal setting and achievement, project management, strategic planning, and more. The slides feature visuals of zigzag roads/arrows and milestone icons and can be used to visualize various project tasks and their respective deadline, the product launch plan, milestones in risk management, etc. You can also showcase key activities and milestones of the change management process, the plan to develop and implement new technology, and more.

4. Team Overview

Introduce your management/leadership and project team members to clients in a captivating and memorable manner using this professionally designed and animated template. The slides comprise avatars of males and females, icons of social media platforms, and editable text placeholders. Leverage these illustrations to showcase your team members’ designation, skills, educational qualifications, professional experience, and social media presence and establish trust among the audience that a competent workforce backs you.

5. Executive Summary Slides  

End your search on this data-driven template if you are looking for a visual aid to present your company’s overview, including mission, vision, values, and other major highlights to board members, clients, investors, shareholders, and other stakeholders. The charts, graphs, and relevant icons in the deck make visualization of data related to market share, financial performance, cost, sales growth rate, total revenue, and customer satisfaction much simpler yet engaging. Moreover, you can showcase the target audience, quarterly tasks, key factors to consider, etc.

6. Problem And Solution Slides  

Download this aesthetically designed template to highlight the pain points and challenges of a specific industry, market, or customer group and how your product/service addresses them. You can present solutions to problems related to business automation, vendor sourcing, product launch, team cohesiveness, project management, working capital management, and more. The deck comes with high-definition visuals to boost the impact of your message and help the audience retain it for longer.

7. Introduce Yourself

With a power-packed self-introduction, you can make a favorable impression and a huge difference. Using it, you can showcase a brief overview of yourself, including your interests, education, professional skills, work experience, achievements, and more. The minimalistic designs will give visual consistency to your content, making it outstanding and memorable. This template can be used by executives in presentations for client meetings, workshops, webinars, seminars, public speaking events, etc.

8. Employee Spotlight

Introduce new employees to their team members in a unique way using this feature-rich template. Featuring visuals of spotlights and male and female employees, icons of social platforms, and editable text placeholders, the slides can be used by senior executives to highlight crucial information about the top performers of different teams. You can also use this set to showcase the skills and expertise of your team members to clients.  

9. Teamwork

This spellbinding template is ideal for making presentations on team-building, collaboration, team dynamics, and team spirit more insightful. Use it to deliver great presentations on the Tuckman model of team building, ways to strengthen team bonding, factors that impact group dynamics, the importance of teamwork in achieving success, and more. The stunning visuals will complement your content, taking your presentations to the next level.

10.  Announcement Slides

Inform your employees about upcoming special events, policy changes, company news, or new initiatives using these vibrant announcement slides. The visuals of hands holding loudspeakers, complemented with relevant icons and customizable text placeholders, give an authentic touch to your content, making your communication smoother and more meaningful. You can also use this template to inform clients and customers about new product launches, limited-time deals or offers, customer training workshops, etc.

Check out these presentation templates and download all those that perfectly match the theme and message of your upcoming presentation! With these sets of slides, you need not worry about the design; invest your time in improving the content and delivery of your message.

Leave a Response Cancel reply

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

Please enter an answer in digits: 3 × 5 =

Ashish Arora

You might also like.

Free Cute Presentation Templates for Delightful Visual Experiences

The Best Free Background Templates for Sprucing Up Your Next Presentations

10 Free Sports Presentation Templates You Must Download Now

9 Free Religious Presentation Templates to Make Your Spiritual Messages Impactful

One Time Code

< Go back to Login

Forgot Password

Please enter your registered email ID. You will receive an email message with instructions on how to reset your password.

Executive Summary Templates for PowerPoint & Google Slides

Product Description:

This executive summary template for PowerPoint & Google Slides is a collection of some of the most useful and necessary presentation templates you can use to summarize important information and graphically. 

You can find this collection of templates in an attractive orange and white theme, which makes the content more engaging and helps retain the viewer’s attention. The templates feature multiple visual elements such as icons, images, and graphs that help summarize information quickly and easily. These templates aim to quickly cover a project’s key aspects or plan to present to stakeholders or other team members. 

The PowerPoint templates can be used by professionals in a corporate setting or by individuals to present their plans in a concise summary format for easy understanding. You can even edit the elements of these templates to match brand tones, and can be customized as per the user’s requirements. The template is also compatible with PowerPoint and Google Slides for added convenience. 

SlideUpLift offers an abundance of PowerPoint executive summary templates for professional use that are fully editable and ready to use.

•   Executive-Summary-Templates-for-PowerPoint-&-Google-Slides - 4x3  –  $99.99
•   Executive-Summary-Templates-for-PowerPoint-&-Google-Slides - 16x9  –  $99.99

You May Also Like

•   Executive Summary PowerPoint Template 43 - 4x3  –  $6.99
•   Executive Summary PowerPoint Template 43 - 16x9  –  $6.99

Executive Summary PowerPoint Template 43

The Executive Summary PowerPoint Template is a professional presentation template crafted for summarizing crucial details. It caters to business professionals seeking to provide concise insights. This can be for company accomplishments, project progress, or key highlights.  The template features a layout that promotes readability. It employs subtle color schemes, primarily in shades of gray and orange. This results in an...     read more 

•   30 60 90 day plan marketing managers - 4x3  –  $6.99
•   30 60 90 day plan marketing managers - 16x9  –  $6.99

30 60 90 day plan marketing managers PowerPoint Template

The 30 60 90 Day Plan Marketing Managers PowerPoint Template is a well-crafted PowerPoint template to help marketing managers outline their goals and strategies. It is usually for the first three months in their new role, as this template offers a way to structure objectives and track progress. There are three slides, each dedicated to a specific monthly phase. Each...     read more 

•   Executive summary PowerPoint Template 9 - 4x3  –  $4.99
•   Executive summary PowerPoint Template 9 - 16x9  –  $4.99

Executive summary 9 PowerPoint Template

Executive summary 9 Presentation Template Use this Executive summary 9 PowerPoint template to create visually appealing presentations in any professional setting. Its minimalistic design and ready-to-use features enhance your presentation slides ten folds. The Executive summary 9 PPT template is professionally designed with the principles of vision sciences to capture your audience’s attention. Convey your message clearly with our unique...     read more 

•   Timeline PowerPoint Template - 4x3  –  $6.99
•   Timeline PowerPoint Template - 16x9  –  $6.99

Timeline Template for PowerPoint and Google Slides 78

Timeline Template for PowerPoint and Google Slides 78 The Timeline PowerPoint Template offers a creative and engaging way to create timelines with a global outlook. The template’s background features a world map, providing geographical context to the timeline’s events or milestones. At the top of the slide, there’s a placeholder for the title. Towards the bottom of the image, each...     read more 

•   Executive summary PowerPoint Template 8 - 4x3  –  $5.99
•   Executive summary PowerPoint Template 8 - 16x9  –  $5.99

Executive summary PowerPoint Template 8

This executive summary PowerPoint template is a user-friendly presentation resource that is created to assist you in delivering a concise overview of the key points of your business professionally. An executive summary helps you sum up a detailed report or document efficiently. It showcases a ribbon design that guides the viewer’s focus through four main sections. An orange ribbon and...     read more 

•   30 60 90 Day Plan 6 PowerPoint Template-4x3  –  $6.99
•   30 60 90 Day Plan 6 PowerPoint Template-16x9  –  $6.99

30 60 90 Day Plan PowerPoint Template 6

This 30 60 90 day PowerPoint template is expertly designed to guide you through the first three months in a new role or project. This detailed template includes three slides, each dedicated to 30 days, aimed at helping you establish clear objectives and monitor your progress. Each slide of this 30-60-90 template includes a place to note a general summary...     read more 

•   Executive Summary Powerpoint Template 3 - 4x3  –  $6.99
•   Executive Summary Powerpoint Template 3 - 16x9  –  $6.99

Executive Summary PowerPoint Template 3

This executive summary PowerPoint template is a resource for professionals looking to communicate the core of their business proposals, as it helps to emphasize the points that decision-makers need to be aware of. An effective executive summary helps the audience understand the context of a more in-depth report. The template comprises three sections—Background, Approach, and Actions Required. Each of these...     read more 

•   Company Objectives and Goals - 4x3  –  $6.99
•   Company Objectives and Goals - 16x9  –  $6.99

Company Objectives and Goals PowerPoint Template

Looking for a way to present your company’s objectives and goals clearly and engagingly? Look no further than this Presentation graphics slide! This slide clearly maps your company’s vision to your objectives. You can also use this template to showcase the goal mapping of your project or any program.  This google slides template comes with a customizable slide that will...     read more 

Recommended for you

•   Animated Case Study PowerPoint - 4x3  –  $9.99
•   Animated Case Study PowerPoint - 16x9  –  $9.99

Animated Case Study PowerPoint Template

Animated Case Study Presentation Template Use this Animated Case Study PowerPoint template to create visually appealing presentations in any professional setting. Its minimalistic design and ready-to-use features enhance your presentation slides ten folds. The Animated Case Study PPT template is professionally designed with the principles of vision sciences to capture your audience’s attention. Convey your message clearly with our unique...     read more 

•   Executive Summary PowerPoint Template 60 - 4x3  –  $6.99
•   Executive Summary PowerPoint Template 60 - 16x9  –  $6.99

Executive Summary PowerPoint Template 60

The Executive Summary PowerPoint Template offers a design that simplifies the presentation of key information. You can use this template for businesses or projects. It starts off with a bold title to set the tone for the slide. This business presentation template focuses on four areas. These are titled Entertainment, Media, Technology, and Big Data. Each section is marked with...     read more 

•   Multiple Case Studies Template - 4x3  –  $6.99
•   Multiple Case Studies Template - 16x9  –  $6.99

Multiple Case Studies PowerPoint Template

This multiple case studies slide showcases your success stories, and business solving approach that can impress your audience. This multiple case study design gives a quick snapshot of what is the case/problem, the approach you offered, and the result. This business case study helps to highlight your strengths and success stories. Download this to make a creative case study presentation....     read more 

•   Executive Summary Business Planning - 4x3  –  $6.99
•   Executive Summary Business Planning - 16x9  –  $6.99

Executive Summary Business Planning PowerPoint Template

The Executive Summary Business Planning PowerPoint Template is a presentation template crafted to showcase a business plan’s main aspects. This template walks you through the components required in an executive summary, such as defining the issue and proposing a solution. It also includes conducting market analysis, outlining marketing strategies, and detailing financial projections. This setup is particularly beneficial for entrepreneurs...     read more 

•   Executive Summary PowerPoint Template 52 - 4x3  –  $6.99
•   Executive Summary PowerPoint Template 52 - 16x9  –  $6.99

Executive Summary PowerPoint Template 52

The Executive Summary PowerPoint Template is created to showcase points and summaries effectively. This template streamlines the delivery of summaries while maintaining visual appeal and a user-friendly layout to keep the audience engaged with the content. By utilizing this template, your audience can grasp the main discussion points effectively.  It features a white background with six blue rectangular banners, each...     read more 

•   Timeline PowerPoint Template 56 - 4x3  –  $6.99
•   Timeline PowerPoint Template 56 - 16x9  –  $6.99

Timeline PowerPoint Template for PowerPoint and Google Slides 56

Timeline PowerPoint Template for PowerPoint and Google Slides 56 The Timeline PowerPoint Template helps you show the progress of events or milestones over a specific period. It has a timeline from 2017 to 2022, like stairs. Each year, there is a place where you can write about what happened. People often use these timelines in business presentations to discuss growth,...     read more 

•   Executive summary PowerPoint Template 10 - 4x3  –  $6.99
•   Executive summary PowerPoint Template 10 - 16x9  –  $6.99

Executive summary 10 PowerPoint Template

Executive summary 10 Presentation Template Use this Executive summary 10 PowerPoint template to create visually appealing presentations in any professional setting. Its minimalistic design and ready-to-use features enhance your presentation slides ten folds. The Executive summary 10 PPT template is professionally designed with the principles of vision sciences to capture your audience’s attention. Convey your message clearly with our unique...     read more 

•   Strategic Initiatives PowerPoint Template - 4x3  –  $6.99
•   Strategic Initiatives PowerPoint Template - 16x9  –  $6.99

Strategic Initiatives 7 PowerPoint Template

Strategic Initiatives 7 Presentation Template Use this Strategic Initiatives 7 PowerPoint template to create visually appealing presentations in any professional setting. Its minimalistic design and ready-to-use features enhance your presentation slides ten folds. The Strategic Initiatives 7 PPT template is professionally designed with the principles of vision sciences to capture your audience’s attention. Convey your message clearly with our unique...     read more 

Forgot Password?

Join the SlideUpLift Discount Club- A Lifetime Value

Benefits never expire and apply to the whole SlideUplift library including future additions.

Upon paying a one time fee, you will remain a Discount Clubber for a lifetime and enjoy 20% discounts on all products that you purchase à la carte from SlideUpLift.com

Privacy Overview

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

Got any suggestions?

We want to hear from you! Send us a message and help improve Slidesgo

Top searches

Trending searches

17 templates

american history

85 templates

49 templates

43 templates

el salvador

34 templates

art portfolio

100 templates

Executive Summary for Business

It seems that you like this template, executive summary for business presentation, premium google slides theme, powerpoint template, and canva presentation template.

In business, we're sure you've had to explain lots of things about your company, but time was limited. OK, we've got you covered with this new template, which has been designed to sum up the most important data and present it in a simpler way. How? With white backgrounds, some photos and some orange rectangular strips (where you can add text such as the title of the presentation or the section). There are some circular gradients on the corners too, just as a little decorative touch!

Features of this template

• 100% editable and easy to modify
• 38 different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the free and Premium resources used

What are the benefits of having a Premium account?

What Premium plans do you have?

What can I do to have unlimited downloads?

Don’t want to attribute Slidesgo?

Gain access to over 29800 templates & presentations with premium from 1.67€/month.

Are you already Premium? Log in

Register for free and start downloading now

Related posts on our blog.

How to Add, Duplicate, Move, Delete or Hide Slides in Google Slides

How to Change Layouts in PowerPoint

How to Change the Slide Size in Google Slides

Related presentations.

Premium template

Unlock this template and gain unlimited access