Utah Checklist for Executive Summaries and Business Plans

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This checklist covers the essentials for preparing executive summaries and business plans. It discusses the typical length of such reports, what should be included, and what form the reports should take.

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FAQ

Here are a few key components of an executive summary for you to incorporate in your own: Project, business summary or mission statement. Problems and solutions. ... Background. ... Market research and competitive advantage. ... Business model. Financial information, projections and funding. ... Recommendations moving forward. ... Our mission.

The executive summary stands alone from the content it summarizes, and should include the essential information, the recommendations, the findings, and the conclusion of the more extensive document.

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.

The key components typically include: Overview of a company/business. Identification of a main problem or proposition. Analysis of a problem or proposition, with supporting facts, data, and figures.

While executive summary specifics will vary by company, Marius Thauland, business strategist at OMD EMEA, says all executive summaries should include a few critical elements: Objective. Target audience. Products and services. Marketing and sales strategies. Competitive analysis.

An executive summary should summarize the key points of the report. It should restate the purpose of the report, highlight the major points of the report, and describe any results, conclusions, or recommendations from the report.

Your executive summary condenses your entire introduction, business description, business plan, market analysis, financial projections, and ask into one to two pages.

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Utah Checklist for Executive Summaries and Business Plans