How to Write a Proposal Executive Summary That Sells, Not Summarizes (Example + Template Included)

prepare the executive summary of your proposed business plan

Proposal writers often craft an executive summary like an overview of their solution—but it should be so much more than that.

Like movie trailers entice viewers to watch a film, executive summaries should entice clients to read the proposal. It’s your one-and-only first impression to hook busy decision-makers, which should be used to sell them on this deal— not just summarize . 🤝

Read on to learn how to write an effective executive summary that truly sells, complete with a free executive summary template.

What Is an Executive Summary?

An executive summary is a concise and strategically crafted document that typically comes after your RFP cover letter (a.k.a. your formal introduction) . Its job is to create a compelling preview for the rest of your proposal by showing the client what life will look like after they implement your solution.

This single-page document should:

  • Highlight essential information: Distill the most important information from the proposal, including the pain point, solution, and expected outcome.
  • Engage the evaluator: Serve as a hook that grabs the evaluator’s attention and excites them to read the rest of the proposal.
  • Demonstrate value: Weave in strong win themes that set your company apart from the competition.
  • Facilitate decision-making: Make a quick case for approval by providing a high-level overview of how you’ll meet the client’s needs.

5 Steps to Write a Proposal Executive Summary

So now you know what this document is for. But how can you write an executive summary that stands out above the competition?

At a baseline, your summary should be 500-1000 words (or 1-2 pages) and should include:

  • An attention-grabbing opening
  • A clear summary of client pain points — and how your solution helps
  • Brief details on what makes your company different
  • What makes your solution right for the client

Within this limited space, it’s critical that your executive summary format provides a clear overview of the project proposal key points, introduces your win themes, and tailors the solution to your prospect’s needs.

Here are five steps to write a compelling executive summary.

Step 1: Write the First Draft of Your Full Proposal

Writing your executive summary before you know the narrative of your proposal can be a recipe for wasted time.

Without all the information, you’ll likely need to revise your executive summary multiple times as you refine your positioning and details. That’s why it’s important to complete the essential proposal writing steps before beginning the summary.

Then, once your draft proposal is complete, you’ll be ready to start writing the executive summary (and without as many revisions).

Step 2: Focus on an Attention-Grabbing Opening

The first few lines of your executive summary serve as the hook, grabbing your reader’s attention and enticing them to continue engaging with the proposal. The opener must shine to stand out from the hefty pile of proposals on your evaluator’s desk. ⭐

To do that, center your opening around the prospect by jumping right into their problem and how you can help them solve it.

For example, say you’re responding to an RFP from a tech company that needs a research firm to help them gain insight into their customers. Your opener could capture their main desire, such as, “You want to know your customers inside out so you can make informed decisions in your marketing and product development.”

We recommend spending more time on the opening line, than you do on any other section of the executive summary. After all, if the first line does not hook them, you may risk them not reading the second. 🙅🏻‍♀️

Executive Summary Template: Use This Opening Line ✂️

Step 3: agitate the client’s top pain point (a.k.a. their hot button issue).

With the scene set by your opening, you can now bring attention to your prospect’s biggest challenge.

While ‘agitation’ may sound counterintuitive (since you want to stay on the prospect’s good side 😅) , this is an effective persuasive writing technique. Writers use this approach to show the client you truly understand their struggle—then smooth it over by explaining how your company can help.

How can you apply this technique? Use the copywriting framework P-A-S, which stands for pain, agitate, solution:

P – Pain: Identify the overarching problem or struggle your prospect is dealing with.

A – Agitate: Show that you understand what they’re experiencing by digging deeper into that struggle and how it plays out in their life or business. If it works for your proposal, you can include references to research or your company’s expertise that support your message. For instance, noteworthy stats demonstrate how pervasive their pain point is.

S – Solution: Present your offer as the best solution to help them overcome that pain.

Continuing with the research firm example above, you could agitate pain points like confusion around customer segments and how poor data quality impacts their bottom line.

Executive Summary Example: How to Emphasize Paint Points

Pain point: Lack of customer data

Step 4: Clearly Describe the Solution (and Expected Outcome)

Once your prospect feels seen and heard, you can provide a high-level description of how your company will alleviate their problem.

Reminder: Because your executive summary is just 1-2 pages, this should provide a big-picture overview , not an in-depth analysis. The details of your solution will come later in the proposal. Instead, give the evaluator a glimpse of what they can look forward to, if they keep reading. 👀

To make this section more compelling, here’s some key tips to personalize the solution to your prospect:

  • Refer to the company by name
  • Reference the company’s specific branches, business model, and/or product lines
  • Highlight financial projections and other key metrics they can expect by implementing your solution
  • Speak directly to them by using language they’re familiar with (by picking up on what they use in their industry)

In other words, make the client feel like you’ve created a solution that is personalized and tailored to their needs.

Step 5: Outline the Unique Qualifications of Your Company

Once you’ve shown how your solution benefits the client, it’s time to drive home what makes you different (and stronger 💪) from your competition.

When writing this section of the executive summary, ask yourself: Why should they choose our company?

Focus on the capabilities that are most appealing to them, but you can also include quick references to more general differentiators. Wrap it all up into a few short and sweet bullets that clarify why you should be at the top of their list.

Executive Summary Examples: Outline Your Qualifications

Be sure to include:

  • Your company’s objectives & business trajectory in the next five years
  • How your brand values align with the prospect’s own company values
  • Noteworthy achievements or awards
  • Your competitive differentiators

3 Things to Avoid in Your Proposal Executive Summary

Now that you know what you should include in your proposal executive summary, it’s time to cover what you should avoid. Here are some tips on what to eliminate from your draft.

Avoid Cliché Language

Since the primary goal of your executive summary is to have the evaluator shortlist your proposal, you want to avoid phrases that they’ll see in every other RFP response.

Jargon and over-complicated language are considered common mistakes in proposal writing . Cliché phrasing or technical terms can water down an otherwise powerful executive summary or proposal, and worse still, risk losing your target audience entirely.

For example: if you work in SaaS or technology, avoid overused terms like “best in class” or “optimized solutions.” Instead, find personalized, specific ways of describing your offers.

Avoid Rambling On and On and On…

The key to a well-written executive summary is being persuasive while keeping things short. Do whatever you can to stick to one page and keep your paragraphs concise for easy consumption.

The most common cause of text that’s too long? When proposal writers try to stuff all of the company’s features into the executive summary. Remember that the rest of your proposal is for the details—keep your executive summary focused on the most essential points for hooking your evaluator.

Avoid Spelling and Grammatical Mistakes

We’ve all used the wrong “to,” “too,” or “two” before. 😅 But the wrong typo in the wrong place can be a big distraction. And at worst, it can impact the perception of your company.

Proofreading is vital for every part of your proposal, but mistakes are particularly noticeable in your executive summary. After all, it’s one of the first pages the evaluator reads. So don’t forget to dot your i’s and cross your t’s.

See it in Action: Proposal Executive Summary Template & Example ⬇️

Looking for some inspiration? Check out this handy executive summary template and example to instantly hook your clients.

Comparing Components: Here’s What Your Executive Summary is Not

Executive summaries can get confused for cover letters, mission statements, and business plans. So in this section, you’ll learn the difference between these common confusions (and how to avoid these pitfalls yourself).

Proposal Executive Summary vs. Cover Letters

Most executive summaries and proposal cover letters are similar in that they’re both meant to prime the evaluator and get them excited to dive into the rest of your proposal. That said, there are a few key differences in their function.

Referring to cover letters, proposal pro Jon Williams said:

prepare the executive summary of your proposed business plan

Executive Summary vs. Mission Statement

While an executive summary and a mission statement can capture your company’s purpose, some key differences exist. A mission statement is more broad strokes, and an executive summary contains more tangible details.

Executive Summary in a Proposal vs. Business Plan

Executive summaries in proposals and business plans are designed to prepare the reader for the following document, but their content and purpose differ. An executive summary serves an executive audience.

Executive Summary vs. Company Description

A company description or company summary is exactly what it sounds like—an overview of your organization. You’ll typically have a company description in your proposal, but your executive summary isn’t the place for it. Each components serves a different purpose.

FAQs: The Most-Asked Questions About Writing Your Own Executive Summary

Where does an executive summary go in a proposal.

Your executive summary should go right after your table of contents (after your cover letter and before the rest of your proposal). Since the executive summary is at the beginning, it’s one of the few pieces that everyone reviewing your proposal will read—so make it count.

What is included in an executive summary?

Your executive summary should be one page and include:

  • A summary of the pain points your client is dealing with
  • An overview of your solution
  • Brief details on what makes your company different and right for the client

Does every proposal have an executive summary?

No, not every single proposal has an executive summary, but most do. Some RFPs won’t ask for one outright, but we still recommend including it in your response because it’s a compelling way to show you clearly understand the client’s needs from the get-go. While rare, occasionally, an RFP will explicitly ask you not to include one. In those cases, skip it.

Related posts

How to write a bid proposal (steal this free template), loopio’s powerful ai toolkit (gpt included), how to create a winning rfp response template (plus, pdf example).

How to Write an Executive Summary

Folder with a light bulb emerging from it. Represents summarizing your business as an executive summary from a larger document.

9 min. read

Updated December 13, 2023

An executive summary isn’t just the beginning of your business plan – it’s your opening act, your first chance to impress potential investors, banks, clients and other stakeholders.

An effective executive summary gives decision-makers critical information about your business instantly.

Creating an executive summary is more than just a writing exercise. It requires careful crafting and strategic thinking, as well as an ability to balance the needs to be both succinct and comprehensive.

YouTube video

  • What is an executive summary?

The executive summary is a brief introduction and summary of your business plan. It introduces your business, the problem you solve, and what you’re asking from your readers. Anyone should be able to understand your business by simply reading this section of your plan.

While structurally it is the first chapter of your plan—you should write it last. Once you know the details of your business inside and out, you will be better prepared to write this section.

  • Why write an executive summary?

The business plan executive summary provides quick access to critical information from your more detailed business plan.

It is essential for informing anyone outside of your business. Many people—including investors and bankers—will only read your summary. Others will use it to decide if they should read the rest. For you, it is a snapshot of your business to reference when planning or revising your strategy.

Now if you’re writing a business plan solely for internal use you may not need an executive summary. However, some internal plans may necessitate writing an executive summary for assignment—such as for an annual operations plan or a strategic plan .

It takes some effort to do a good summary, so if you don’t have a business use in mind, don’t do it.

  • How long should it be?

Business plan executive summaries should be as short as possible. Your audience has limited time and attention and they want to quickly get the details of your business plan.

Try to keep your executive summary under two pages if possible, although it can be longer if absolutely necessary. If you have a one-page business plan, you can even use that as your executive summary.

Brought to you by

LivePlan Logo

Create a professional business plan

Using ai and step-by-step instructions.

Secure funding

Validate ideas

Build a strategy

  • Executive summary outline

Two pages isn’t a ton of space to capture the full scope of your vision for the business. That means every sentence of your executive summary counts.

You will want to immediately capture the reader’s attention with a compelling introduction. Without getting too lengthy, present who you are as an organization, the problem you are seeking to solve, your skills, and why you are the best entity to solve the problem you’ve outlined.

It’s crucial to establish the need or problem your business is solving in a clear manner, in order to convince your audience that it must be addressed. Following that, recommend the solution and show its value. Be clear and firm in your recommendation, making sure to justify your cause and highlighting key reasons why your organization is the perfect fit for the solution you’re proposing. Finally, a strong conclusion is needed to reiterate the main points and wrap up the executive summary.

What to include in your executive summary

1. business overview.

A one-sentence description that explains what you do, why you do it, and how you do it.

Summarize the problem you’re solving in the market and reference any data that solidifies that there is a need.

3. Solution

Describe your product or service and how it addresses the problem you identified.

4. Target market

Who is your ideal customer? Describe who they are, how they’ll benefit, and why they’re an attainable customer base.

5. Competition

Who are your competitors? List out any primary competition as well as alternatives that your customers may consider. Include key details about their current offerings, promotions, and business strategy.

6. Your team

In your executive summary, outline your organizational structure and current team. List out brief explanations of who you and your team are, your qualifications, and what your function will be within the business. It may be valuable to also highlight any gaps in your team and how you intend to fill them. If you have potential partners or candidates in mind, briefly mention them and expand on their qualifications within your full business plan.

7. Financial summary

Highlight key aspects of your financial plan that address sales, expenses, and profitability. Try to keep these in chart or graph form to ensure the information is easy to consume and resonates visually.

8. Funding requirements

This section is only necessary if you’re seeking out funding or pitching to investors. Be sure to throw out your financing number and reasoning upfront, rather than hiding it later on in your plan. It helps investors understand your position, what you’re asking for, and how you’ll use it.

9. Milestones and traction

Add initial sales, pre-sales, newsletter sign-ups, or anything else that showcases customer interest. Outline what steps you’ve already taken to launch your business, the milestones you’ve hit, and your goals and milestones for the next month, six months, year, etc.

Executive summary vs introduction

A common mistake some people make when starting an executive summary outline is thinking it performs the same function as the introduction to their business plan. In fact, the two serve different purposes and contain different types of information, even though they are both essential.

As we’ve discussed, the executive summary is a high-level overview of the entire business plan. The introduction, by contrast, dives deeper into your business, providing information about the nature of your business, the history of your company, your mission statement, products or services, and the specific problem that your business solves.

The introduction is more detailed, and usually comes right after the executive summary.

On the other hand, the introduction gives investors or lenders – anyone reading your business plan – a sense of why they should continue reading. Think of it more as the space to tell stakeholders why you are speaking to them. An executive summary can also serve this purpose, but the introduction is meant to speak more directly to your target audience, while an executive summary could give a larger audience a general overview of your business.

Tips for writing an effective executive summary

Here are a few best practices to make writing your executive summary easier, and ultimately more effective. 

1. Think of an executive summary as your pitch

The executive summary is like an elevator pitch. You’re selling someone on reading your full plan while quickly summarizing the key points. Readers will expect it to cover certain areas of your business—such as the product, market, and financial highlights, at the very least.

While you need to include what’s necessary, you should also highlight areas that you believe will spark the reader’s interest. Remember, you’re telling the brief but convincing story of your business with this summary. Just be sure that you’re able to back it up with the right details with the rest of your business plan. 

2. Write it last

Even though the executive summary is at the beginning of a finished business plan, many experienced entrepreneurs choose to write it after everything else. In theory, this makes it easier to write since all of the information is already written out and just needs to be condensed into a shorter format. 

Now, if you’ve started with a one-page plan, this process is even easier. Just use your one-page plan as a starting point and add additional details to any sections that need it. You may even find that no changes are necessary.  

3. Keep it short

Ideally, the executive summary is short—usually just a page or two, five at the outside—and highlights the points you’ve made elsewhere in your business plan. Whatever length you land on, just focus on being brief and concise. Keep it as short as you can without missing the essentials. 

4. Keep it simple

Form follows function, so don’t overcomplicate or over-explain things. The best executive summaries are a mixture of short text, broken up with bullets and subheadings, and illustrations, such as a bar chart showing financial highlights. 

Run through a legibility test after writing your summary. Is it easy to skim through? Are the right pieces of information jumping out? If the answer to either of those questions is no, then work back through and try breaking up information or adjusting the formatting.

5. Create an executive summary outline based on importance and strengths

Organize your executive summary outline so that the most important information appears first. While there are specific components to include, there is no set order of appearance. So, use the order to show emphasis.

Lead with what you want to get the most attention, and add the rest by order of importance. For example, you may start with the problem because that can add drama and urgency that tees up the solution you provide.

Additional resources to write a great executive summary

Need more information and guidance to craft a convincing executive summary? Check out these in-depth resources and templates.

Key mistakes to avoid when writing an executive summary

Here are the critical mistakes you should avoid when writing your executive summary.

How to write your executive summary for specific audiences

The executive summary should tell your audience exactly what your business is, what it does, and why it’s worth their time. Here’s how you can take it a step further and fine-tune it for specific people.

How to develop a mission statement

Learn to put a heart behind the business and create an easy-to-understand narrative by writing a mission statement.

Executive Summary FAQ

What is in an executive summary?

The executive summary of a business plan is a brief introduction and summary of your business strategy, operations, and goals.

What is the purpose of an executive summary?

An executive summary is typically written to convince someone to read your more detailed plan. For investors, it may be the only thing they look at when deciding if they’d like to hear your pitch. Loan officers may review it to determine if your business seems financially sound. And partners, mentors, or anyone else may use it to determine if they want to be involved with your business.

How do you start an executive summary?

While there is no required order for an executive summary, it’s often recommended that you lead with the problem you’re solving or the purpose of your business. This will help frame your intent for the reader, and ideally make them more interested in learning more.

How do you write a good executive summary?

A good executive summary is brief, convincing, and easy to read. Focus on keeping things short and concise, only including necessary information. Be sure to lead and highlight anything that is especially interesting or important about your business. And after writing, spend some time reviewing and reformatting to make your summary as attractive to read as possible.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Content Author: Tim Berry

Tim Berry is the founder and chairman of Palo Alto Software , a co-founder of Borland International, and a recognized expert in business planning. He has an MBA from Stanford and degrees with honors from the University of Oregon and the University of Notre Dame. Today, Tim dedicates most of his time to blogging, teaching and evangelizing for business planning.

prepare the executive summary of your proposed business plan

Table of Contents

  • What to include
  • Writing tips
  • Additional resources

Related Articles

prepare the executive summary of your proposed business plan

6 Min. Read

How to Write Your Business Plan Cover Page + Template

prepare the executive summary of your proposed business plan

10 Min. Read

How to Write the Company Overview for a Business Plan

prepare the executive summary of your proposed business plan

How to Set and Use Milestones in Your Business Plan

prepare the executive summary of your proposed business plan

24 Min. Read

The 10 AI Prompts You Need to Write a Business Plan

The Bplans Newsletter

The Bplans Weekly

Subscribe now for weekly advice and free downloadable resources to help start and grow your business.

We care about your privacy. See our privacy policy .

LivePlan logo

Tax Season Savings

Get 40% off LivePlan

The #1 rated business plan software

Transform Tax Season into Growth Season

Discover the world’s #1 plan building software

Laptop displaying LivePlan

How to Write a Powerful Executive Summary [+4 Top Examples]

Caroline Forsey

Published: August 31, 2023

Whether you're an entrepreneur looking for investors for your small business or the CEO of a large corporation, an executive summary can help you succeed and is a critical component for long-term growth.

Executive summary with examples

A short, attention-grabbing executive summary is an essential part of your business plan . Done correctly, it will ensure your company becomes or remains a key player in your industry. In this post, you’ll learn what an executive summary is and how to write one that engages investors, customers, and general audiences.

Executive Summary

An executive summary is a brief overview of a long document, such as a business plan, proposal, or report. It's a section that grabs readers’ attention and summarizes critical information from the document, such as the problem or opportunity being addressed, objectives, key findings, goals, and recommendations.

Some documents that may have an executive summary include:

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

Ultimately, the executive summary is meant to inform readers of the most important information in the document, so they don't have to read it all and can get caught up quickly.

prepare the executive summary of your proposed business plan

Free Executive Summary Template

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

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

You're all set!

Click this link to access this resource at any time.

Executive Summary vs. Business Plan

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

A business plan includes a company overview, your company's short-term and long-term goals, information on your product or service, sales targets, expense budgets, your marketing plan, and a list including each member of your management team. In this case, the executive summary is the first section of the business plan that convinces readers that it’s worth their time to read the whole thing.

Business plans are very detailed and comprehensive, and can be as short as a dozen pages or as long as 100 pages. However, a CEO or investor might not have the interest or time to read your full business plan without first getting the general gist of your company or goals through an executive summary.

Executive Summary vs. Mission Statement

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

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

Ultimately, your mission statement provides direction for developing your business plan, while your executive summary describes your business plan to executives and shareholders.

Executive Summary vs. Company Description

Like mission statements and executive summaries, company descriptions can also be found in business plans as well as the “About us” page of your website . It provides an overview of your business, including essential details like company history, what your company does, unique selling points, goals, management team, and overall value proposition.

Executive Summary vs. Objective

An objective is a specific goal or target that your company takes aims to achieve its overall goal. It is a concrete, measurable outcome that guides your business’s actions and decisions. Objectives are usually set at the strategic level and are typically aligned with the company’s mission, vision, and overall strategic plan.

Company objectives are often included in executive summaries, but are not the sole focus of them.

What is the purpose of an executive summary?

Writing an executive summary may not seem that necessary. After all, you can find the same information just by reading the rest of the document.

However, the executive summary serves many purposes for your document and those who read it. Here are some of the benefits of having one:

  • It saves your readers time. CEOs and investors often have limited time to review lengthy documents. An executive summary allows them to quickly grasp the main points, key findings, and recommendations without needing to read the entire document.
  • It provides clarity and conciseness. By providing a condensed overview, executive summaries help to distill complex information and present it in a manner that’s easy to understand.
  • It helps with document navigation. For longer documents or reports, an executive summary provides a roadmap for readers. It helps them navigate through the document by signaling the main sections or topics covered, improving overall document usability and accessibility.

To write an impressive executive summary that effectively embodies all the important elements of your business plan, we've cultivated a list of necessary components for an executive summary, as well as an example to get you started.

Follow Along With HubSpot's Executive Summary Template

Executive summary template from HubSpot

Click to Download

How to write an executive summary.

A good executive summary tells your company’s story, contains in-depth research, conveys information with an appropriate tone, is void of clichés, and follows your business plan’s structure. These elements will ensure your executive summary is effective, informative, and impactful.

1. Tell your story.

When investors or CEO's read your executive summary, they should understand what your business is about. This is one of the first elements of your business plan, so it should set the tone.

In your executive summary, be sure to tell your story and include an overview about what your company does and why you do what you do. You can also briefly highlight important details about your company’s management.

For instance, you could talk about your founder or CEO’s qualifications and motivations. You can also provide a high-level summary of your company’s business operations and any management methods or best practices that you abide by.

You’ll also want to explain the problem or opportunity that is being addressed, and how it is valuable to investors and customers. Think of this like an elevator pitch . If someone stopped reading and you only had the executive summary to explain your company, what information would you include?

2. Highlight important data.

An executive summary, while short, should include plenty of research.

Highlight the most important findings and insights from the document, including any critical data or statistics discovered in your competitor analysis . While your business plan will flesh out the details, it's important to include your key findings in your executive summary.

You should also provide a basic rundown of your target market, how you plan on addressing their needs and pain points, and how you will reach them.

Additionally, you should include key financial information. The main points you should cover are the overall budget, the price per product/service, and your financial projections.

3. Pay attention to your tone.

Although the tone of your executive summary should be professional and concise, it should also be true to your company and target audience. Aim to convey a sense of authority and credibility while remaining accessible and engaging.

Here are some tips to keep in mind:

  • Focus on presenting information objectively with facts and evidence.
  • Don’t voice your personal opinions or use subjective statements.
  • Strive for clarity and simplicity in your language and ensure that your message is easily understood.
  • Avoid unnecessarily complexity or convolution.
  • Don’t use hyperbole or excessive claims.
  • Use strong verbs, active voice, and concise language to make your points effectively.
  • Aim to resonate with the reader’s interests and concerns.

By striking the right balance between professionalism, clarity, and engagement, you can effectively deliver your message and compel the reader to take action or make informed decisions based on the summary.

4. Avoid cliché language.

With any style of writing, it's best to avoid clichés. Clichés can convey the wrong message or be misunderstood, which is something you want to avoid when someone reads your executive summary.

Additionally, clichés tend to overpromise and under-deliver. For example, including something like “The Best Restaurant in Town” isn‘t true because you’re untested as a business. Your executive summary should reflect the truth and who you are as a company.

To avoid clichés while writing, it’s essential to be aware of their presence. Familiarize yourself with common clichés and be mindful of them as you write. Some examples include:

  • “Thinking outside the box”
  • “Innovative solutions”
  • “Cutting-edge technology”

Instead of relying on these overused phrases, be descriptive and embrace the uniqueness of your brand when writing your executive summary. For instance, there’s no need to vaguely refer to your product as a “game-changer,” when you could explain how it benefits your target audience instead. Show, don’t tell.

By staying true to your voice and delivering an honest message, you can keep your writing fresh and your audience engaged.

5. Write it after completing your business plan.

An executive summary is a summary of your business plan. However, it‘s hard to write a summary when you haven’t written your business plan yet. That's why your executive summary should be the final thing you write.

By saving this step for last, you’re able to gain a thorough understanding of the entire plan, including your business’s goals, strategies, market analysis, and financial projections. This enables you to accurately depict the most important aspects in your summary.

If you write you executive summary first, you’re more likely to miscommunicate the essence of your business plan to executives and shareholders. Sure, you may have an outline prepare, but not having all the information can lead to inconsistencies or inaccuracies in your summary. You also risk including irrelevant details or omitting important details that come up during the planning process.

Ultimately, writing your executive summary last ensures that precisely represents the content and findings your plan.

If you don’t have a business plan yet, don’t worry; we have a comprehensive business plan template to help you create one quickly and effectively.

Featured Resource: Business Plan Template

how to write executive summary: use business plan template from hubspot

Download Your Free Template Here

Now that you know how to write an executive summary, let's dive into the details of what to include.

What to Include in Your Executive Summary

Your business plan should convey your company‘s mission, your product, a plan for how you’ll stand out from competitors, your financial projections, your company's short and long-term goals, your buyer persona, and your market fit.

Ultimately, an executive summary should provide a preview for investors or CEO's, so they know what to expect from the rest of your report. Your executive summary should include:

  • The name, location, and mission of your company
  • A description of your company, including management, advisors, and brief history
  • Your product or service, where your product fits in the market, and how your product differs from competitors in the industry
  • Financial considerations, start-up funding requirements, or the purpose behind your business plan — mention what you hope the reader will help your company accomplish

How long should an executive summary be?

While there is no hard and fast rule for the exact length, executive summaries typically range from one to three pages. However, it's important to note that the length should be determined by the document it accompanies and the content itself rather than a predetermined page count.

At the end of the day, your executive summary should engage the reader and highlight the most important points of your document while avoiding unnecessary details.

Feeling at a loss? Download a free template below that will take you through the executive summary creation process.

Executive Summary Template

executive summary template from hubspot

Download Your Free Executive Summary Template Here

In this free executive summary template, you’ll be able to outline several pieces of information, including:

  • Introduction: Explain what your executive summary contains.
  • Company & Opportunity: Explain who you are and your biggest opportunities for growth.
  • Industry & Market Analysis: Explain the state of your industry and your target market.
  • Management & Operations: Explain who your key leaders are and their roles.
  • Implementation & Marketing: Explain how you plan to deploy your product to the marketplace.
  • Financial Plan: Explain your company’s finances. Change the verbiage depending on whether you’re writing to investors or a general audience.
  • Conclusion: Summarize what you’ve covered.

Ready? Download your free executive summary template .

To understand more tactically how an executive summary should look, let’s review a few examples.

Executive Summary Examples

1. connected.

executive summary example: connected

Don't forget to share this post!

Related articles.

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

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

19 Best Sample Business Plans & Examples to Help You Write Your Own

19 Best Sample Business Plans & Examples to Help You Write Your Own

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

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

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

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

The Content Aggregator Guide for 2023

The Content Aggregator Guide for 2023

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

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

The 8 Best Free Flowchart Templates [+ Examples]

The 8 Best Free Flowchart Templates [+ Examples]

16 Best Screen Recorders to Use for Collaboration

16 Best Screen Recorders to Use for Collaboration

The 25 Best Google Chrome Extensions for SEO

The 25 Best Google Chrome Extensions for SEO

Professional Invoice Design: 28 Samples & Templates to Inspire You

Professional Invoice Design: 28 Samples & Templates to Inspire You

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

IMAGES

  1. 30+ Perfect Executive Summary Examples & Templates ᐅ TemplateLab

    prepare the executive summary of your proposed business plan

  2. 💌 How to begin an executive summary. How To Write A High. 2022-10-28

    prepare the executive summary of your proposed business plan

  3. How to Write an Executive Summary for Business Plan

    prepare the executive summary of your proposed business plan

  4. Mastering Executive Summaries: Your Ultimate Guide in 2023

    prepare the executive summary of your proposed business plan

  5. Proposal Executive Summary

    prepare the executive summary of your proposed business plan

  6. 31 Executive Summary Examples (Guide + Free Templates)

    prepare the executive summary of your proposed business plan

VIDEO

  1. How to Write a Business plan? 10 Important Steps of Business Plan

  2. Business Plan

  3. Business Plan Executive Summary Animated PPT Slides

  4. How to Write an Effective Executive Summary

  5. Budget Committee

  6. How to write a business plan, part 3

COMMENTS

  1. How to Write a Proposal Executive Summary (Free Template)

    Step 2: Focus on an Attention-Grabbing Opening. The first few lines of your executive summary serve as the hook, grabbing your reader’s attention and enticing them to continue engaging with the proposal. The opener must shine to stand out from the hefty pile of proposals on your evaluator’s desk. ⭐.

  2. How to Write a Killer Executive Summary

    3. Keep it short. Ideally, the executive summary is short—usually just a page or two, five at the outside—and highlights the points you’ve made elsewhere in your business plan. Whatever length you land on, just focus on being brief and concise. Keep it as short as you can without missing the essentials.

  3. How to Write a Powerful Executive Summary [+4 Top Examples]

    Executive Summary vs. Business Plan. All business plans have an executive summary, but not all executive summaries belong to business plans. A business plan includes a company overview, your company's short-term and long-term goals, information on your product or service, sales targets, expense budgets, your marketing plan, and a list including each member of your management team.