To write an effective executive summary, follow these key steps:
What to Include in an Executive Summary
- Introduction: Briefly introduce the document, including the purpose and context.
- Objective or Purpose: Clearly state the goal of the document or proposal.
- Methodology: Summarize the approach or methods used in the research or analysis.
- Findings: Highlight the main results or conclusions.
- Recommendations: Present actionable suggestions based on the findings.
- Conclusion: Wrap up with a concise summary emphasizing the significance of the document
How to Write an Executive Summary
- Understand the Full Document: Read the entire report or proposal thoroughly to identify its main objectives, key findings, and recommendations
- Know Your Audience: Tailor the summary to the knowledge level and interests of your readers to make it relevant and engaging
- Outline the Structure: Plan the summary with clear sections such as introduction, objectives, methodology, findings, recommendations, and conclusion for logical flow
- Start Strong: Open with a concise, engaging statement that hooks the reader and clearly states what the document covers and why it matters
- Summarize Key Points: Briefly explain the objectives, methodology, main findings, and recommendations, focusing on the most important and relevant information
- Keep It Concise: Use clear, straightforward language without jargon. Executive summaries are typically one to two pages long
- Review and Edit: Ensure clarity, coherence, and accuracy. Remove unnecessary details and check for grammar and spelling errors
- Format for Readability: Use headings, bullet points, and visuals if appropriate to make the summary easy to skim
Additional Tips
- Adapt tone and language to your audience.
- Include necessary background and financial information if relevant.
- Make recommendations clear, actionable, and aligned with objectives.
- Ensure the summary stands alone and makes sense without the full document
Following this approach will help you create an executive summary that effectively communicates the essence of your document and engages your readers.
