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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

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Home Blog Presentation Ideas The Best Ways for Summarizing Business Presentations

The Best Ways for Summarizing Business Presentations

Two things are the easiest to lose when delivering business presentations. The first is the context, and the second follows very closely, to that, in the interest of your audience. The best way to avoid death by PowerPoint during a business presentation is to summarize your content smartly, in what we call a presentation summary . This article will explain some of the best ways to summarize business presentations using several methods.

Table of Contents

What is a Presentation Summary?

Why should you summarize business presentations, what should be included in the presentation summary, how to summarize business presentations, methods of summarizing different types of presentations, examples of presentation summary, final words.

A presentation summary is an essential part of a talk, providing a brief and clear overview of the main points and key takeaways for the audience. It condenses the speaker’s ideas and any critical conclusions or recommendations, so the audience can easily understand and remember the presentation.

You want to add a summary slide for your presentations for the following reasons:

• A presentation summary emphasizes the core message of a talk that you want your audience to take away.
• Presentation summaries provide clarity on complex information.
• A presentation summary allows you, the speaker, to refresh your audience’s memory and improve retention.
• Lastly, a presentation summary is a helpful reference for the audience to review the presentation’s key points.

Overall, a well-crafted presentation summary is a valuable tool for ensuring that the audience fully grasps and appreciates the presentation’s key messages.

Summarizing presentations, especially business presentations, can be a great way to connect with your audience by sticking to what matters and avoiding losing the translation context. Summarizing presentations can also have many other benefits that can really help you shine as a presenter and take off some of that public speaking anxiety. Below are a few reasons why you should summarize your business presentations.

To Make Content Easier to Explain

Every now and then, we see a presenter who likes to create text-heavy slides and a confusing monotone. Summarizing a presentation can help prevent some of these issues. While some people might have issues due to fear of public speaking, making things easier to explain can’t hurt your chances of delivering a presentation without alienating your audience.

To Make Content Easier to Follow

When a topic is too complex for an audience, it does not help to use jargon outside their area of expertise. This happens more often during business presentations than presenters tend to realize. For example, a presentation discussing a new production process might not be easy to understand for people from the finance or sales department. To make the presentation easy to follow for everyone, a diagram or summary of the process might be easier to explain.

Summarizing business presentations, be it in the form of bullet lists, highlighted keywords in small paragraphs, or focusing on visual aids, can be a great way to make your content easier to follow for your audience. To make your presentation have the required impact, such a summary might actually be necessary rather than an option. Otherwise, you may end up with death by PowerPoint.

To Avoid the Context from Getting Lost in Translation

It is arguably easier to follow a summarized version of the context rather than information that might be too much to handle for an audience. Something that many presenters can tend to forget is the attention span of the audience. Research suggests that the average audience attention span has greatly reduced over the past few years amidst a digitized world. A 2015 research by Microsoft highlighted how the audience could lose interest as quickly as 8 seconds. A second less than the goldfish! More recent research has produced similar results, blaming social media for declining attention spans.

Understanding the need to keep your audience interested can help a presenter summarize their slides to avoid losing the context. This is not necessarily linked only to attention spans, as presentations that are lengthy, dull, and lack stimulation can produce the same negative result. Therefore, it is necessary to summarize your context and keep your audience interested using eye-catching visuals, interactive presentation sessions, and at times, short breaks.

Here are the essential components of a good presentation summary.

1. Key Points of the Presentation

The purpose of a summary in a presentation is to reinforce the key message or messages you want your audience to take with them. Since this slide will serve as a quick reference to the main points of your talk, you want to condense the key points of your presentation into bullet points.

2.  Call to Action

A call to action in the presentation summary can help solidify the main points and key takeaways of the presentation while also motivating the audience to take action. It is especially important if the goal of the presentation is to inspire change or promote a product or service. Without a clear call to action, the audience may forget about the presentation and not take any further steps.

If you’re presenting complex information, adding visual aids may help simplify your message to something your audience understands and remembers. Studies have shown that people remember and understand information better in visual formats such as graphs, charts, or images. You could even create a video summarizing the main points of your presentation in a visually captivating way.

4. Contact Details of the Presenter

Including your contact details in a presentation or summary has many benefits. It makes it easy for the audience to get in touch with you after the presentation and shows that you are willing to engage with them. It may help strengthen your brand.

Now that you know why let’s take a look at how to summarize business presentations in a manner that can help keep your audience interested. To create a presentation summary, you can:

Identify the Main Points of Your Presentation

The central idea of the presentation’s summary slide should be the key message or takeaway that the presenter wants the audience to remember. To identify the essential points of a presentation, you can ask yourself:

• What is the problem my presentation is trying to address?
• What is my goal in delivering the presentation?
• What insights do I want to leave my audience with?

By considering these questions and analyzing the presentation’s content, you can determine the central idea or main point you should highlight in the summary slide.

Create an Outline

It is best to start by collecting your thoughts and outlining what you intend to present. You can take notes and create a sequence that best suits your presentation context. This will also make it easy for you to make your presentation. Starting from the basics to the conclusion. You can use a tool like ChatGPT as a PowerPoint summarizer, which relies on generative AI technology , to create your summary for your presentation. In our article about ChatGPT Prompts for Presenters , we suggest a prompt to use for summarizing your PowerPoint presentations. Another option is to our AI PowerPoint generator called SlideModel.AI to create a summary of your presentation.

Use Key Highlights in Slides

If you are confused about what content to include in your presentation summary slides, you can pick the key highlights of your presentation. For example, when discussing a business forecast, you can discuss the key trends briefly in your slides. A chart, diagram, or table with basic information can help explain the context quickly and easily.

Emphasize Important Bits of Data, Trends & Analysis

There are some ways you can highlight key aspects of your slides. This can include bullet lists, diagrams, or using a different color for important bits of text. For the latter, you can highlight the names of areas, important financial figures, or other important keywords or phrases to make it easy to present and explain your context. Doing so can also help you quickly recall important information and focus on it, without the need to read your slide to remember where to discuss next.

Use Self-Explanatory Visuals

In economics, students are taught the fundamental concept of unlimited wants and limited resources, often by visualizations. You might see a sketch of a dragon about to eat the whole planet in his hands, with the dragon labeled as ‘wants’ and the planet labeled as ‘resources.’  Visuals like these can help explain complex ideas in a single image. Presenters can use similar visualizations with the help of visual slides or infographics . Not only can such images be downloaded from various websites offering stock images, but you can also use readymade PowerPoint templates to edit and create something similar by labeling infographics and diagram slides.

Use Appropriate Layouts that Support Your Content

A presentation discussing critical issues, losses, and failure can fall on deaf ears if the severity of the issue isn’t explained with a bit of emphasis. Not only does the presenter need to ensure this in his/her tone but also in visuals. Using layouts with colors in red or graphics indicating danger or loss can be a way to edge the message in your audience’s minds visually. Similarly, when discussing rosy prospects, a layout that gives calming visuals can be effective.

Many presentations related to improving the environment and reducing pollution use green layouts to encourage the audience to adopt something visually depicted as desirable and healthy. Similarly, presentations about vacations and tourism often have visuals of sandy beaches, water bodies, and people having fun. The use of relevant visuals and layouts can help support your context without saying too much.

Use Speaker Notes to Support Your Presentation

If you’re worried about losing sight of important information without cramming text in your slides, you can use speaker notes. These are hidden notes that the presenter can see when presenting their presentation. You can learn more about using this feature from our guide about using and printing speaker notes in PowerPoint .

There are a number of methods to cut down on text to summarize your slides. Different types of presentations might need various techniques to do this effectively. Here are a few suggestions to help you summarize different types of presentations using various methods.

Dashboards for Data-driven Presentations

A little-known gem for presenters is the use of Dashboard slides. With Dashboard PowerPoint Templates , you can design data-driven presentations by adding various bits of information in a single slide. This might include tables, charts, diagrams, and clipart in a single slide, divided into various sections.

Quizzes for Informative Presentations

Making your context memorable for an audience can be easier by using interactive sessions. If you’re a teacher, trainer, coach, or giving a product demo, looking to help your audience remember important parts of information, you can use quizzes. The use of quizzes can also help keep your audience attentive and make the session fun for them.

Infographics for Depicting Trends and Complex Data

Infographics can help sum up complex information with visual aids. A diagram about user preferences over the past decade in the form of stats might seem boring. However, the same presentation summed up using infographics can help explain the trends easily. For this purpose, a PowerPoint Template with Infographics can be a great way of quickly designing slides with relevant information.

Timelines and Roadmaps

Timelines and roadmaps are often used to discuss project progress, historical context, and forecasts. Using them can be a good way to summarize lengthy details in the form of a few milestones, dates, and labels.

Business Diagrams that can Help Summarize your Slides.

Business diagrams can be another tool to summarize your presentation. Be it a SWOT or PESTEL analysis, sales funnel, or other business diagrams, you can easily incorporate the entire analysis or discussion using a single visualization.

Making Content Memorable

In a previous article about presentation tips , we mentioned the rule of three. This is an age-old rule implying that anything used three times is ‘perfect’ or memorable. You can use this rule by mentioning key highlights at the start, the middle, and the end of your presentation. Such as perhaps something that triggers a call to action. Similarly, you can repeat a word or phrase three times to make it memorable for your audience. Other techniques that you can use include the use of Rhetorical Triangle and the Zeigarnik Effect .

Sales Summary

Here’s an example of a basic presentation summary for sales, which discusses the sales performance of a diet food manufacturer.

The important figures are highlighted using a graph, which clearly shows the company’s sales trends within a year. Below the graph are the conclusions or the key contributing factors to the success.

The speaker also acknowledged the audience (the employees and stakeholders) and left them with a call to action by encouraging them to innovate more.

Customer Journey Summary

Here’s an example of a customer journey summary for presentations. The horizontal map presents each stage of the customer journey, allowing the audience to quickly grasp the overall flow of the service experience.

The conclusions, on the other hand, highlight the critical lessons from the customer journey example. They provide actionable insights for optimizing processes from marketing to product delivery.

Business Proposal Summary

Here’s an example of a summary slide for a business proposal presentation . It encapsulates the prospect’s pain points with visualizations to create urgency.

The presenters’ implementation plan quickly follows, outlining key strategies and activities to be undertaken. There are also quantifiable expected results, which add credibility to the proposal.

The summary slide ends with a polite encouragement for further discussions, leaving the prospect with the specific contact person.

Project Launch Summary

This slide shows what a project/product launch summary looks like. Using a simple three steps diagram, it maps out the timeline of the website development project. The summary slide includes the project’s key milestones — from its early stage and project launch date down to the evaluation — giving the audience a quick reference of the entire process.

Including the project goal sets a clear expectation for the stakeholders and encourages them to explore opportunities for the future.

When summarizing presentations, it’s good to consider what questions to raise or what pattern to follow to make your presentation sequential and memorable. You can look at the potential good questions to ask, and paraphrase to summarize content while using relevant visualizations and layouts. Whether you’re someone afraid of public speaking or an experienced presenter, knowing that your presentations are brief and to the point can give you a sense of calm. It can also help boost your confidence as you look to grab the valuable attention of your audience while keeping them awake amidst short attention spans and critical details tied to what you are presenting.

1. Key Takeaways Concept Slides for PowerPoint

Use this eye-catching template to summarize the key takeaways from your PowerPoint Presentation.

Use This Template

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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.

What is the difference between an executive summary slide and a key takeaways slide?

An executive summary slide, a recommendations slide , and a key takeaways slide are all part of a trio of slides centered around conveying main messages. Typically, an executive summary slide contains the most important points of the entire project/presentation while a key takeaways slide is often used either at the start or end of sections of the presentation to sum up points, or at the end to sum up the main takeaways before ending in an actionable recommendations slide.

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5 Tips to Help You Write the Most Amazing Presentation Summary

Before we delve into the article, I want you to imagine a conference room filled with eager attendees waiting for the company’s marketing executive to deliver a presentation . Armed with an array of data, the executive steps up to the podium to present the latest market analysis. The audience listens attentively, jots down notes, and absorbs the wealth of information being presented.

As the presentation draws to a close, the executive concludes with a dynamic summary. She highlights the top trends and reiterates the strategies to gain a competitive edge. She runs a recap of the critical data points, showcasing the impressive growth achieved in the previous quarter and the ambitious targets set for the following year. The audience, now fully engaged, feels a sense of excitement about the company’s prospects and leaves with a stunning impression.

Thus, the summary plays an extremely crucial role in solidifying the impact of the presentation and empowering the audience to retain and act upon the information presented. By providing a condensed and memorable snapshot of the presentation’s main points, the summary becomes a valuable resource that extends the presentation’s influence beyond the confines of the conference room.

A well-crafted summary presents the information coherently and logically, ensuring that the main concepts are effectively conveyed. It allows the audience to quickly review their understanding of the material, making it an invaluable tool for retaining and applying the knowledge shared during the presentation.

Here are some tips to help you craft a mind-blowing presentation summary.

1. Begin by Summarizing the Key Takeaways

The purpose of a presentation summary is to deliver the message clearly and reinforce ideas in the audience’s minds. But before you begin to write it, start by answering a few questions-

• What is the central theme of my presentation?
• What are the problems and threats that I am addressing?
• Can I talk about the causes and underlying issues?
• Are there any potential solutions that I can include?
• What does my audience expect to learn from this presentation?

Let us understand with the help of an example. Consider you’re delivering a presentation about your Business Plan. The entire presentation includes critical information such as details about the competitors, prospects of growth, market analysis, case studies, etc. However, to sum it up and make an impact on your investors, you must conclude it in a single slide and mesmerize your stakeholders. But how can you sum up a dozen slides and fit them into one? 

Well, begin by answering the questions above, and you will realize that half of your summary is already done. You can then tailor the material accordingly and use a pre-designed Executive Summary template to communicate the same effectively.

2. Use Graphs and Charts to Showcase Numbers

If you want to increase the impact of your summary, you must incorporate visuals such as graphs and charts, as they provide a clear and concise way to present complex numerical data. Instead of overwhelming the audience with rows of numbers and statistics, these graphical elements convert the information into easily digestible visuals. They enable viewers to grasp critical insights at a glance, enhancing their retention.

By visually illustrating trends, patterns, and comparisons, graphical elements can bring the numbers to life and add a compelling narrative to the presentation. When used strategically, they can emphasize key points, highlight significant findings, and back your arguments. 

For instance, if you want to showcase the comparison of your project’s increasing revenue over different quarters, you can use a bar graph. It will make the information much more pleasing to look at, and rather than having to fathom through digits of numbers, the graph can show the audience an upward trend in the blink of an eye and prove your point.

3. Include Roadmaps and Timeline to Showcase Milestones

Roadmaps and timelines offer a structured and organized representation of the project’s or plan’s progress over time. They provide a precise visual sequence of events, milestones, and goals, enabling the audience to comprehend the project’s development at a glance. This visual clarity helps the audience stay on track and follow the presentation’s flow, making it easier to grasp the project’s scope, timeline, and major achievements.

They serve as excellent tools for setting expectations and managing stakeholders’ understanding of the project’s timeline and progress. By displaying key milestones and expected completion dates, these visuals enable stakeholders to see the project’s trajectory and better align their expectations with the proposed timeline. This helps avoid misunderstandings and facilitates effective communication between the presenter and the audience. 

They transform abstract concepts and ideas into a tangible and relatable story by visually showcasing the journey from the project’s inception to its anticipated completion. This engagement is particularly crucial in presentations involving long-term planning or complex processes. Such use of visuals inspires and motivates the audience to be invested in the project’s success. 

4. Harness the Power of Icons and Illustrations 

Summaries are quite tedious when they are overloaded with information. Rather than using separate texts for each element, it is much better to harness the power of self-explanatory illustrations and icons . They can inject creativity and personality into the slides, and a touch of artistry can make the content more engaging and relatable. 

One of the most important factors is that visuals have a universal language that transcends linguistic differences, making them particularly valuable in presentations with an international or diverse audience . While text-heavy slides may pose challenges for non-native speakers or those unfamiliar with technical terms, icons and illustrations can bridge the gap and ensure that the main points are communicated effectively. 

This inclusivity allows the presentation summary to reach a broader audience and ensures that the message is accessible and comprehensible to everyone.

For instance, if you want to talk about the details of a board meeting in your summary slide, you can use an expert-designed template and add a touch of life to your slides instead of writing every point and detail. This template includes all necessary details, such as the meeting agenda, time, goals, location, etc., and can be used to make your presentation inclusive and stand apart.

Such visually pleasing illustrations can help break chains of monotony and reduce clutter. They also improve the audience’s comprehension by serving as visual anchors for specific points, helping them quickly identify key topics and understand the relationships between different elements. 

5. Include a Compelling Call to Action

A compelling call to action at the end of your presentation summary is crucial in motivating your audience to take the desired next steps. To ensure effectiveness, it’s essential to be specific and concrete, leaving no room for ambiguity. 

Clearly state what you want your audience to do, whether it’s signing up for a service, scheduling a meeting, making a purchase, or investing in a project. Emphasizing the benefits of taking action is equally important, as it helps your audience understand how it will positively impact them or solve their problems. By presenting a persuasive case for the value they’ll gain, you increase the likelihood of a positive response.

Additionally, instilling a sense of urgency can prompt immediate action. Mentioning limited-time offers, upcoming deadlines, or time-sensitive elements related to your presentation encourages your audience to act promptly. 

Providing clear and accessible contact information facilitates the follow-up process, boosting your audience’s confidence in taking the desired action. Including a strong closing statement that reiterates the main message and connects it back to the call to action leaves a lasting impression and reinforces the significance of the action you’re proposing. 

Lastly, confidently and enthusiastically delivering your call to action makes your audience more receptive and eager to embrace the proposed action. A well-crafted call to action turns your presentation from a passive experience into an active and transformative one, yielding positive results for you and your audience.

A presentation summary is a valuable asset that every presenter must use. Not only does it maintain a flow of thoughts and connects the dots between multiple topics, but it also keeps the audience engaged . 

By crafting a concise and well-structured summary, presenters can ensure that the main concepts and takeaways remain at the forefront of the audience’s minds long after the presentation.

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How to write an executive summary in 10 steps

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

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

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

What is an executive summary?

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

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

Why do you need to write one?

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

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

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

What should be included in an executive summary?

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

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

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

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

How do you write an executive summary?

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

Step 1: Get to know the document

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

Step 2: Know your audience

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

Step 3: Outline the structure

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

Step 4: Start strong

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

Step 5: Summarize objectives and methodology

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

Step 6: Highlight key findings

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

Step 7: Present key recommendations

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

Step 8: Keep it snappy

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

Step 9: Review and polish

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

Step 10: Dress to impress

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

Tips for writing an effective executive summary

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

Executive summary template for business plans

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

[Your Company Name]

[Business Plan Title]

Business overview

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

Market analysis

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

Product or service offering

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

Business model

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

Marketing and sales strategy

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

Management team

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

Financial projections

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

Funding requirements

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

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

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

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

Executive summary examples

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

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

Example 1: executive summary for a communications business plan

Introduction:

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

Market opportunity:

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

Product offering:

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

Unique value proposition:

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

Target market:

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

Business model:

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

Marketing and sales strategy:

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

Team and expertise:

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

Financial projections:

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

Funding requirements:

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

Conclusion:

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

Example 2: executive summary for a project proposal

[Project Name]

[Project Proposal Date]

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

Project overview:

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

Objectives:

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

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

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

Implementation timeline:

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

Resource requirements:

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

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

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

Is an executive summary the same as a project plan?

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

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

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

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

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

Executive summaries vs. abstracts

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

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

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

When do you use an executive summary?

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

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

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

5 ways project managers can use executive summaries

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

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

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

When should you not use an executive summary?

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

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

Final thoughts on writing a compelling executive summary

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

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

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Allaya Cooks-Campbell

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

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Top Summarization Techniques that Pro Presenters use

There is an expression experience presenters often use: “I don’t want to drain the slides, so here are the key ideas.” An audience on the verge of drifting to another side suddenly changes its mind and refocuses. 

This is just an example of the power of summarization and the risks of too much information.  A presentation that drags on and on can make the audience bored, uninterested, and inattentive to the information being presented. 

One of the most important skills for a business communicator is brevity: getting your point across in as few words as possible. 

In this blog, we will talk about

• Why do We Need to Summarize Our Presentations?

Types of Summarizations

How to Structure a Summary Slide?

Why Do We Need to Summarize Our Presentations?

Summarization is a necessary part of presentations as they allow for information to be transmitted concisely. As such, these are some of the reasons why we need to summarize our presentations.

The audience will tend to wander off when presented with too much content. Summarization helps focus since it keeps the mind engaged in filling the information that is not being presented. It creates an engagement at a subtle level and lends focus. Most importantly, it forces the presenter to think from the perspective of the receiver of the message and naturally improves the focus of the presented content.

Reiteration of Points

Summarization is also often used to reiterate important points made in the presentation to refresh the audience’s memory. These are often done using executive summary slides at the end of presentations, as well as audience engagement to review the information just presented.

Simplify Complex Information

Presentations often contain complexity. This includes slides containing data, results of analytics, explanations of phenomena, etc. By summarizing at the end of the presentation, a presenter can emphasize key messages and points to ensure the main ideas are not lost in complexity. 

Retain Audience Attention

Research suggests that, on average, you get about 8 seconds of focused attention span from the audience before the attention starts to drift. These 8 seconds then become crucial in engaging an audience. Using summarization techniques, a presenter can make the most of what is available and cultivate interest in what is to come during the presentation.

Using PowerPoint slides to summarize ideas can be quite powerful and can indicate your intent to respect your audience’s time and attention. These slides ideally incorporate visual elements along with text to create a good impact on the audience.

Here are some ideas to use these elements in practice. Each of these ideas serves different purposes and can be picked depending on one’s individual context.

• One Page Summary
• Infographics
• Timelines, Roadmaps, and Diagrams

1. Dashboards

Dashboards are one of the most effective summarization tools for business communication. They are highly customizable and tend to be heavier on visual elements. Dashboards are also often used as summarization pages for project reports or status reports. They are used to collate all the data for that project into one cohesive and easy-to-follow view.

Dashboard Templates

Source: Dashboard Templates by SlideUpLift

A dashboard allows a presenter to present various bits of information from multiple sources into a single slide. This is done through the effective use of space on a slide with the help of shapes, images, charts, tables, and gauges. Check out more variety of dashboard templates . 

2. One Page Summary

Different from dashboards by way of the type of content, one-page executive summary slides consist of bullet points, timelines, graphs, or business matrices. The emphasis is on text-heavy information that cannot be easily quantified and has to be presented neatly set up brief blocks of text. 

Executive Summary Slides

Source: Executive Summary Templates by SlideUpLift

One-page summaries involve multiple parameters for the information it attempts to summarize and present in a chronological or logically consistent sequential manner. Here are the vast collection of executive summary templates and on-page marketing plan templates. Learn  how to ace an executive summary .

3. Infographics

The perfect mix of visual and text elements, infographics allow presenters to give the audience short and crisp summary points, accompanied by compelling visuals about the presented information.

3D Infographic PowerPoint

Source: 3D Infographic PowerPoint Templates by SlideUpLift

Infographics are growing in popularity for information summarization. They help add interest to otherwise banal-looking data and bullet points. Savvy presenters make clever use of charts, icons, graphs, and variable font sizes and colors to catch attention and improve content comprehension. Learn more about the types of infographic templates to make effective presentations.

4. Timelines, Roadmaps, and Diagrams

Timelines , roadmaps , matrices, and diagrams are all established frameworks that are used within business communication. Using visual elements such as SWOT analysis , or a prioritization matrix , as ways to communicate vast information in bite-sized pieces can be great tools for summarizing entire presentations.

Timeline PowerPoint

Source: Timeline PowerPoint by SlideUpLift

Know about the must-have timeline PowerPoint templates for every business professionals. Learn how to make a timeline in PowerPoint . Timelines act as a great visualization technique in organizing information in executive summary slides.

Structuring executive summary slides require some basic understanding of how the audience’s attention works and what elements are considered the most important within a presentation.

Create a Presentation Agenda

Remove Excess Information

Use Keywords

Call to Action

To understand what’s most important in your presentation, have a presentation agenda ready before starting your summary slide. Then, in your summary slide, ensure that the larger presentation agenda is being conveyed through a reiteration of focal points made throughout the presentation to that effect, communicating your core message to the audience.

Presentations contain examples, anecdotes, case studies, and statistics to validate the point we’re trying to make. However, none of these actively further the main message of your presentation. Instead, these act as validating forces for your information. Thus, avoid using them in your executive summary slides and move straight to the point, i.e., what was the point of those examples, rather than what those examples were. 

Regardless of the type of summarization tool you use, avoid writing out exactly what you intend to convey. Sounds counterintuitive? Sure. However, it is true that by relying on keywords and phrases rather than articulate sentences in your presentation, you will increase audience intrigue and reduce clutter on your slides. A summary should not inadvertently turn into a regurgitation of the entire presentation. Instead, highlight the key points using keywords that pertain to them.

At the end of a presentation, it is essential to ensure that the audience understands the key takeaways. Having a Call to Action in your summary help reinforce the information in the audience’s minds as they are now expected to act on it in some way. This also forces your audience to critically engage with the presentation they were just exposed to and understand the information in a more nuanced manner.

Executive Summary slides are important in ensuring that the audience retains the information presented in a presentation and carries home the takeaways of a presentation. They are also a great way of keeping your presentation engaging and attracting the gift of attention from your audience. Indeed, the best presenters know how to say more with less using powerful and effective summarization techniques.

Now you don’t have to scour the web to find out the right templates. Download our PowerPoint Templates from within PowerPoint. See how ?

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