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How to write an executive summary for business plans

Aug 07, 2015

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Ana Thompson
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Page 1: How to write an executive summary for business plans

How to write an

Executive Summary for Business Plans

www.KLARITI.com

Page 2: How to write an executive summary for business plans

Do you find it difficult to write your executive summary?

Page 3: How to write an executive summary for business plans

This tutorialwill help

Page 4: How to write an executive summary for business plans

Hi, I’m Ivan Walshwww.Klariti.com

Page 5: How to write an executive summary for business plans

How to write an

Executive Summary

Page 6: How to write an executive summary for business plans

3 goals

Be interestingBe logical

Build trust & credibility

Page 7: How to write an executive summary for business plans

What’s the difference between theExecutive Summary

and the Introduction?

Page 8: How to write an executive summary for business plans

The Executive Summary ‘sells’ the main document

Page 9: How to write an executive summary for business plans

When do I need it?

Business planAcademic, studies

Grant proposals

Page 10: How to write an executive summary for business plans

Who reads them?

experts (not technical)Decision makers

Journalists

Page 11: How to write an executive summary for business plans

Write the executive summary AFTER the main document

Page 12: How to write an executive summary for business plans

writing tips

Don’t copy introductionSummarize key points

Make sales pitches

Generate enthusiasmMirror main document

Be interesting

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Use the executive summary to establish authority

Page 14: How to write an executive summary for business plans

More writing tips

Avoid jargon, clichésNo emotional language

Consider your readers

1 idea per paragraphStand over everything

Use sub-headings

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Where does it go?

Before IntroductionAfter table of contents

Bridge both chapters

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Don’t forget – Your executive summary is for decision-makers

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How to structure

Define scope (in/out)Provide context

Explain approach

You’re recommending?In a nutshell…

It stands alone

Page 18: How to write an executive summary for business plans

the executive summary

goes from big to small

Page 19: How to write an executive summary for business plans

Write the executive summary so it can be read independently of the main document.

Page 20: How to write an executive summary for business plans

How long?

Can I make a decision?1-2 pages but..

Or 5-10% of document

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Writing tactics:how to summarize the executive summary

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1. Short sentences2. Link ideas3. Build interest4. Be inclusive5. Watch the tone

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Paragraph structure

One idea per paragraphShort paragraphs

Make it scannable

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Font

At least size 12Same as report

Double spaced

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Review three times

Print out, read from endRead aloud

Reduce word count

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No one reads the business plan

if the executive summary sucks

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How to test your executive summary…

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1. Ask others to read it2. Sounds right?3. Would you buy it?4. Explain in 1 sentence5. Every revision helps

Page 29: How to write an executive summary for business plans

Takeaways

Page 30: How to write an executive summary for business plans

1. Write several drafts2. Be interesting3. Make connections4. Revise in waves5. Work to the finish line

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