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.
Mecklenburg North Carolina Checklist for Executive Summaries and Business Plans
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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 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.
Key takeaway: An executive summary should include your objective, market analysis, products and services, competitive analysis, financials, and implementation details.
How to Write an Effective Executive Summary Executive summaries should include the following components:Write it last.Capture the reader's attention.Make sure your executive summary can stand on its own.Think of an executive summary as a more condensed version of your business plan.Include supporting research.
How to Write an Effective Executive Summary Executive summaries should include the following components:Write it last.Capture the reader's attention.Make sure your executive summary can stand on its own.Think of an executive summary as a more condensed version of your business plan.Include supporting research.
Six Must-Have Elements of a Business Plan Executive Summary The problem and your solution. These are your hooks, and they better be covered in the first paragraph.Market size and growth opportunity.Your competitive advantage.Business model.Executive team.Financial projections and funding.
Executive Summary Format An Intriguing Introduction. The first paragraph should be the strongest part of the executive summary.Identify the Issue.Propose a Unique Solution.Prove It.Ask for What You Need.Keep it Short.Use Accessible Language.Use Bullet Points and Subheadings.
Key takeaway: An executive summary should include your objective, market analysis, products and services, competitive analysis, financials, and implementation details.
Include examples from the body of the document and describe research methods and processes. Edit for brevity to keep it short. Include all the must-know information and delete unclear or unsupported content. Verify the headings and subheadings used in the summary match the body copy of the document.
5 Crucial Parts of an Executive Summary Project Summary. In two to three sentences, provide a brief description of the project, its purpose, and the main problem or issue it was supposed to resolve or address. Background.Process.Results and Conclusions.Recommendations.