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Business Plan Executive Summary Example & Template

Cassie Bottorff

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Published: Oct 17, 2022, 2:00pm

Business Plan Executive Summary Example & Template

Table of Contents

Components of an executive summary, how to write an executive summary, example of an executive summary, frequently asked questions.

A business plan is a document that you create that outlines your company’s objectives and how you plan to meet those objectives. Every business plan has key sections such as management and marketing. It should also have an executive summary, which is a synopsis of each of the plan sections in a one- to two-page overview. This guide will help you create an executive summary for your business plan that is comprehensive while being concise.

The executive summary should mimic the sections found in the business plan . It is just a more concise way of stating what’s in the plan so that a reader can get a broad overview of what to expect.

State the company’s mission statement and provide a few sentences on what the company’s purpose is.

Company History and Management

This section describes the basics of where the company is located, how long it has been in operation, who is running it and what their level of experience is. Remember that this is a summary and that you’ll expand on management experience within the business plan itself. But the reader should know the basics of the company structure and who is running the company from this section.

Products or Services

This section tells the reader what the product or service of the company is. Every company does something. This is where you outline exactly what you do and how you solve a problem for the consumer.

This is an important section that summarizes how large the market is for the product or service. In the business plan, you’ll do a complete market analysis. Here, you will write the key takeaways that show that you have the potential to grow the business because there are consumers in the market for it.

Competitive Advantages

This is where you will summarize what makes you better than the competitors. Identify key strengths that will be reasons why consumers will choose you over another company.

Financial Projections

This is where you estimate the sales projections for the first years in business. At a minimum, you should have at least one year’s projections, but it may be better to have three to five years if you can project that far ahead.

Startup Financing Requirements

This states what it will cost to get the company launched and running. You may tackle this as a first-year requirement or if you have made further projections, look at two to three years of cost needs.

The executive summary is found at the start of the business plan, even though it is a summary of the plan. However, you should write the executive summary last. Writing the summary once you have done the work and written the business plan will be easier. After all, it is a summary of what is in the plan. Keep the executive summary limited to two pages so that it doesn’t take someone a long time to peruse what the summary says.

It might be easier to write an executive summary if you know what to expect. Here is an example of an executive summary that you can use as a template.

layers business plan executive summary

Bottom Line

Writing an executive summary doesn’t need to be difficult if you’ve already done the work of writing the business plan itself. Take the elements from the plan and summarize each section. Point out key details that will make the reader want to learn more about the company and its financing needs.

How long is an executive summary?

An executive summary should be one to two pages and no more. This is just enough information to help the reader determine their overall interest in the company.

Does an executive summary have keywords?

The executive summary uses keywords to help sell the idea of the business. As such, there may be enumeration, causation and contrasting words.

How do I write a business plan?

If you have business partners, make sure to collaborate with them to ensure that the plan accurately reflects the goals of all parties involved. You can use our simple business plan template to get started.

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Kimberlee Leonard has taken her professional experience as an insurance agency owner and financial advisor and translated that into a finance writing career that helps business owners and professionals succeed. Her work has appeared on Business.com, Business News Daily, FitSmallBusiness.com, CentsibleMoney.com, and Kin Insurance.

Cassie is a deputy editor, collaborating with teams around the world while living in the beautiful hills of Kentucky. She is passionate about economic development and is on the board of two non-profit organizations seeking to revitalize her former railroad town. Prior to joining the team at Forbes Advisor, Cassie was a Content Operations Manager and Copywriting Manager at Fit Small Business.

How to write an executive summary, with examples

Julia Martins contributor headshot

The best way to do that is with an executive summary. If you’ve never written an executive summary, this article has all you need to know to plan, write, and share them with your team.

What is an executive summary?

An executive summary is an overview of a document. The length and scope of your executive summary will differ depending on the document it’s summarizing, but in general an executive summary can be anywhere from one to two pages long. In the document, you’ll want to share all of the information your readers and important stakeholders need to know.

Imagine it this way: if your high-level stakeholders were to only read your executive summary, would they have all of the information they need to succeed? If so, your summary has done its job.

You’ll often find executive summaries of:

Business cases

Project proposals

Research documents

Environmental studies

Market surveys

Project plans

In general, there are four parts to any executive summary:

Start with the problem or need the document is solving.

Outline the recommended solution.

Explain the solution’s value.

Wrap up with a conclusion about the importance of the work.

What is an executive summary in project management?

In project management, an executive summary is a way to bring clarity to cross-functional collaborators, team leadership, and project stakeholders . Think of it like a project’s “ elevator pitch ” for team members who don’t have the time or the need to dive into all of the project’s details.

The main difference between an executive summary in project management and a more traditional executive summary in a business plan is that the former should be created at the beginning of your project—whereas the latter should be created after you’ve written your business plan. For example, to write an executive summary of an environmental study, you would compile a report on the results and findings once your study was over. But for an executive summary in project management, you want to cover what the project is aiming to achieve and why those goals matter.

The same four parts apply to an executive summary in project management:

Start with the problem or need the project is solving.  Why is this project happening? What insight, customer feedback, product plan, or other need caused it to come to life?

Outline the recommended solution, or the project’s objectives.  How is the project going to solve the problem you established in the first part? What are the project goals and objectives?

Explain the solution’s value.  Once you’ve finished your project, what will happen? How will this improve and solve the problem you established in the first part?

Wrap up with a conclusion about the importance of the work.  This is another opportunity to reiterate why the problem is important, and why the project matters. It can also be helpful to reference your audience and how your solution will solve their problem. Finally, include any relevant next steps.

If you’ve never written an executive summary before, you might be curious about where it fits into other project management elements. Here’s how executive summaries stack up:

Executive summary vs. project plan

A  project plan  is a blueprint of the key elements your project will accomplish in order to hit your project goals and objectives. Project plans will include your goals, success metrics, stakeholders and roles, budget, milestones and deliverables, timeline and schedule, and communication plan .

An executive summary is a summary of the most important information in your project plan. Think of the absolutely crucial things your management team needs to know when they land in your project, before they even have a chance to look at the project plan—that’s your executive summary.

Executive summary vs. project overview

Project overviews and executive summaries often have similar elements—they both contain a summary of important project information. However, your project overview should be directly attached to your project. There should be a direct line of sight between your project and your project overview.

While you can include your executive summary in your project depending on what type of  project management tool  you use, it may also be a stand-alone document.

Executive summary vs. project objectives

Your executive summary should contain and expand upon your  project objectives  in the second part ( Outline the recommended solution, or the project’s objectives ). In addition to including your project objectives, your executive summary should also include why achieving your project objectives will add value, as well as provide details about how you’re going to get there.

The benefits of an executive summary

You may be asking: why should I write an executive summary for my project? Isn’t the project plan enough?

Well, like we mentioned earlier, not everyone has the time or need to dive into your project and see, from a glance, what the goals are and why they matter.  Work management tools  like Asana help you capture a lot of crucial information about a project, so you and your team have clarity on who’s doing what by when. Your executive summary is designed less for team members who are actively working on the project and more for stakeholders outside of the project who want quick insight and answers about why your project matters.

An effective executive summary gives stakeholders a big-picture view of the entire project and its important points—without requiring them to dive into all the details. Then, if they want more information, they can access the project plan or navigate through tasks in your work management tool.

How to write a great executive summary, with examples

Every executive summary has four parts. In order to write a great executive summary, follow this template. Then once you’ve written your executive summary, read it again to make sure it includes all of the key information your stakeholders need to know.

1. Start with the problem or need the project is solving

At the beginning of your executive summary, start by explaining why this document (and the project it represents) matter. Take some time to outline what the problem is, including any research or customer feedback you’ve gotten . Clarify how this problem is important and relevant to your customers, and why solving it matters.

For example, let’s imagine you work for a watch manufacturing company. Your project is to devise a simpler, cheaper watch that still appeals to luxury buyers while also targeting a new bracket of customers.

Example executive summary:

In recent customer feedback sessions, 52% of customers have expressed a need for a simpler and cheaper version of our product. In surveys of customers who have chosen competitor watches, price is mentioned 87% of the time. To best serve our existing customers, and to branch into new markets, we need to develop a series of watches that we can sell at an appropriate price point for this market.

2. Outline the recommended solution, or the project’s objectives

Now that you’ve outlined the problem, explain what your solution is. Unlike an abstract or outline, you should be  prescriptive  in your solution—that is to say, you should work to convince your readers that your solution is the right one. This is less of a brainstorming section and more of a place to support your recommended solution.

Because you’re creating your executive summary at the beginning of your project, it’s ok if you don’t have all of your deliverables and milestones mapped out. But this is your chance to describe, in broad strokes, what will happen during the project. If you need help formulating a high-level overview of your project’s main deliverables and timeline, consider creating a  project roadmap  before diving into your executive summary.

Continuing our example executive summary:

Our new watch series will begin at 20% cheaper than our current cheapest option, with the potential for 40%+ cheaper options depending on material and movement. In order to offer these prices, we will do the following:

Offer watches in new materials, including potentially silicone or wood

Use high-quality quartz movement instead of in-house automatic movement

Introduce customizable band options, with a focus on choice and flexibility over traditional luxury

Note that every watch will still be rigorously quality controlled in order to maintain the same world-class speed and precision of our current offerings.

3. Explain the solution’s value

At this point, you begin to get into more details about how your solution will impact and improve upon the problem you outlined in the beginning. What, if any, results do you expect? This is the section to include any relevant financial information, project risks, or potential benefits. You should also relate this project back to your company goals or  OKRs . How does this work map to your company objectives?

With new offerings that are between 20% and 40% cheaper than our current cheapest option, we expect to be able to break into the casual watch market, while still supporting our luxury brand. That will help us hit FY22’s Objective 3: Expanding the brand. These new offerings have the potential to bring in upwards of three million dollars in profits annually, which will help us hit FY22’s Objective 1: 7 million dollars in annual profit.

Early customer feedback sessions indicate that cheaper options will not impact the value or prestige of the luxury brand, though this is a risk that should be factored in during design. In order to mitigate that risk, the product marketing team will begin working on their go-to-market strategy six months before the launch.

4. Wrap up with a conclusion about the importance of the work

Now that you’ve shared all of this important information with executive stakeholders, this final section is your chance to guide their understanding of the impact and importance of this work on the organization. What, if anything, should they take away from your executive summary?

To round out our example executive summary:

Cheaper and varied offerings not only allow us to break into a new market—it will also expand our brand in a positive way. With the attention from these new offerings, plus the anticipated demand for cheaper watches, we expect to increase market share by 2% annually. For more information, read our  go-to-market strategy  and  customer feedback documentation .

Example of an executive summary

When you put it all together, this is what your executive summary might look like:

[Product UI] Example executive summary in Asana (Project Overview)

Common mistakes people make when writing executive summaries

You’re not going to become an executive summary-writing pro overnight, and that’s ok. As you get started, use the four-part template provided in this article as a guide. Then, as you continue to hone your executive summary writing skills, here are a few common pitfalls to avoid:

Avoid using jargon

Your executive summary is a document that anyone, from project contributors to executive stakeholders, should be able to read and understand. Remember that you’re much closer to the daily work and individual tasks than your stakeholders will be, so read your executive summary once over to make sure there’s no unnecessary jargon. Where you can, explain the jargon, or skip it all together.

Remember: this isn’t a full report

Your executive summary is just that—a summary. If you find yourself getting into the details of specific tasks, due dates, and attachments, try taking a step back and asking yourself if that information really belongs in your executive summary. Some details are important—you want your summary to be actionable and engaging. But keep in mind that the wealth of information in your project will be captured in your  work management tool , not your executive summary.

Make sure the summary can stand alone

You know this project inside and out, but your stakeholders won’t. Once you’ve written your executive summary, take a second look to make sure the summary can stand on its own. Is there any context your stakeholders need in order to understand the summary? If so, weave it into your executive summary, or consider linking out to it as additional information.

Always proofread

Your executive summary is a living document, and if you miss a typo you can always go back in and fix it. But it never hurts to proofread or send to a colleague for a fresh set of eyes.

In summary: an executive summary is a must-have

Executive summaries are a great way to get everyone up to date and on the same page about your project. If you have a lot of project stakeholders who need quick insight into what the project is solving and why it matters, an executive summary is the perfect way to give them the information they need.

For more tips about how to connect high-level strategy and plans to daily execution, read our article about strategic planning .

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Home » Business ideas » Agriculture Industry » Livestock Farming » Poultry Farming

How to Write a Layer Farming Business Plan [Sample Template]

Are you about starting a layer farming business? If YES, here’s a complete sample layer farming business plan template & feasibility report you can use for FREE to raise money . Okay, so we have considered all the requirements for starting a layer farming business. We also took it further by analyzing and drafting a sample layer farming marketing plan template backed up by actionable guerrilla marketing ideas for layer farms. So let’s proceed to the business planning section.

Why Start a Layer Farming Business?

There are loads of business opportunities in the poultry industry and layer farming is one of them. Layers are chickens that are specifically raised for the purpose of laying eggs – commercial egg production. Layer poultry farming means raising egg laying poultry birds for the purpose of commercial egg production. Layer chickens are a special species of hen which need to be raised from when they are one day old. They start laying eggs commercially from 18-19 weeks of age.

Layer poultry farming is a profitable business that has evolved from small scale into a global industry in most countries where it is carried out. Countries like Nigeria , United Kingdom, Brazil, Greece, Philippines, China, Japan, Thailand, Caribbean countries and even South American Countries have been farming layer chicken on a large scale for a long time. united states isn’t far from the trade as there are lots of people who are making huge fortune from farming layer chicken alone.

It is important to state that starting a layer poultry farming business comes with its own fair share of challenges, but that does not rule out the fact that it is indeed a profitable business venture. An aspiring entrepreneur can either choose to start a layer poultry farm on a small scale or on a large scale depending on their financial status.

Below is a sample layer poultry farming business plan template that can help you to successfully write your own with little or no difficulty.

A Sample Layer Farming Business Plan Template in The United States of America

1. industry overview.

The agricultural industry of which poultry farming and egg production is a subset of is no doubt among the leading industry in most countries of the world; it is the industry that produces chicken and eggs for the populace. Because of the significant role the agriculture sector plays, the government of most countries ensures that they go all the way to subsidize seedlings, fertilizers, farm implements and machinery for farmers and also encourage entrepreneurs to go into commercial farming (poultry farming inclusive).

Hens, various birds, quails, guinea fowls, ducks et al are all birds that can be comfortably reared in a poultry. Chicken and birds are widely consumed in all parts of the world hence there is a large market for poultry farmers. If you are looking towards starting a livestock breeding business, then one of your options is to settle for poultry farming. Poultry farming is a highly thriving and profitable business venture.

Asides from the fact that people consume birds and chicken, supply of eggs is also a major source of revenue generation for poultry farmers. Players in the poultry farming and egg production industry basically raise chicken for meat and egg production. The eggs produced may be sold for use as table eggs or hatching eggs.

The Poultry Farm and Egg Production Company Industry that layer poultry farming business is a part of is indeed a very large industry and pretty much thriving in all parts of the world especially in developed countries such as United States of America, Canada, United Kingdom, Germany, Australia and Italy et al.

Statistics has it that in the United States of America alone, there are about 30,000 licensed and registered poultry farm and egg production companies directly responsible for employing about 280,800 employees and indirectly responsible for employing roughly 1,339,900 people.

The industry rakes in a whooping sum of $10 billion annually with an annual growth rate projected at 6.1 percent. It is important to state that establishments with a lion share of the available market in this industry are Cal – Maine, Land O’Lake, Inc., Michael Foods and Rose Acres Farms.

Statistics also has it that an estimate of about 35 companies are involved in the business of raising, processing and marketing chickens on a commercial level; they export chicken and eggs to other countries of the world. It is on record that Americans consume more chicken than anyone else in the world. So also, in 2015, almost 9 billion layer chickens, weighing 53 billion pounds, live – weight, were produced. More than 40 billion pounds of chicken product was marketed and measured on a ready-to-cook basis.

If you are looking towards leveraging on the agriculture industry to generate huge income, then one of your best bet is to start a layer poultry farm and egg production business. One thing is certain about starting layer poultry farming and egg production business, if you are able to conduct your market research and feasibility studies, you are more likely not going to struggle to sell your eggs and chickens because there are always food processing companies and consumers out there who are ready to buy from you.

2. Executive Summary

Grace Milton® Poultry Farms, LLC is a world – class poultry farm company with strong bias for rearing layer chickens. Our poultry farm will be based in the outskirt of Huston, Texas – United States. We have done a detailed market research and feasibility studies and we were able to secure hundred hectares of land to start our layer poultry farm and egg production business. Our layer poultry farm is going to be a standard commercial poultry farm, so will be involved in raising layers for egg production on a commercial level; we will export live layers – chickens and eggs, to other countries of the world.

We are in the commercial layer poultry farming and egg production line of business because we want to leverage on the vast opportunities available in the agriculture industry to contribute our quota in growing the U.S. economy.

Grace Milton® Poultry Farms, LLC is well positioned to become one of the leading commercial layer poultry farms in the United States of America, which is why we have been able to source for the best hands and machines to run the company. We have put processes and strategies in place that will help us employ best practices when it comes to commercial poultry farms and egg production as required by the regulating bodies in the United States of America.

At Grace Milton® Poultry Farms, LLC, our customer’s best interest will always come first, and everything we do will be guided by our values and professional ethics. We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely. We will cultivate a working environment that provides a human, sustainable approach to earning a living.

Grace Milton® Poultry Farms, LLC is a private registered commercial layer poultry farm and egg production company that is owned by Mrs. Grace Milton and her immediate family members. The layer poultry farm will be fully and singlehandedly financed by the owner – Mrs. Grace and her immediate family members at least for a period of time.

Before starting Grace Milton® Poultry Farms, LLC, Mrs. Grace Milton has gathered robust experience working for some of the top brands in the poultry farms industry in the United States of America. She is of course well experienced and highly qualified to run this type of business.

3. Our Products and Services

Grace Milton® Poultry Farms, LLC is a standard commercial layer poultry farm and egg production company that is committed to raising chicken (layers) for both the United States’ market and the global market. We are in the commercial layer poultry farms and egg production line of business to make profits and we are going to do all we can to achieve our business goals, aim and objectives.

These are the areas we will concentrate on in our commercial layer poultry farms. If need arises we will definitely add more poultry produce to our list;

4. Our Mission and Vision Statement

Our Business Structure

Grace Milton® Poultry Farms, LLC is a privately owned and managed commercial layer poultry farms and egg production business that intends starting small in Houston – Texas, but hope to grow big in order to compete favorably with leading commercial poultry farms and egg production companies in the industry both in the United States and on a global stage.

We are aware of the importance of building a solid business structure that can support the picture of the kind of world class business we want to own. This is why we are committed to only hire the best hands within our area of operation.

At Grace Milton® Poultry Farms, LLC, we will ensure that we hire people that are qualified, hardworking, creative, result driven, customer centric and are ready to work to help us build a prosperous business that will benefit all the stakeholders (the owners, workforce and customers).

As a matter of fact, a profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more as agreed by the board of trustees of the company. In view of the above, we have decided to hire qualified and competent hands to occupy the following positions;

General Poultry Farm Manager

Human Resources and Admin Manager

Accountant/Cashier

5. Job Roles and Responsibilities

Chief Executive Officer – CEO:

Sales and Marketing Manager

Field Workers/Contract Staff

Front Desk/Customer’s Service Officer

6. SWOT Analysis

Grace Milton® Poultry Farms, LLC do not intend to launch out with trial and error hence the need to conduct a proper SWOT analysis. We know that if we get it right from the onset, we would have succeeded in creating the foundation that will help us build a standard commercial layer poultry farm and egg production company that will favorably compete with leading commercial layer poultry farms and egg production companies like Cal – Maine, Land O’Lake, Inc., Michael Foods and Rose Acres Farms in the United States of America and in other parts of the world.

We engaged the services of a core professional in the area of business consulting and structuring to assist our organization in building a well – structured commercial layer poultry farm and egg production company that can favorably compete in the highly competitive commercial poultry farms and egg production industry in the United States and the world at large.

Part of what the team of business consultant did was to work with the management of our organization in conducting a SWOT analysis for Grace Milton® Poultry Farms, LLC. Here is a summary of the result of the SWOT analysis that was conducted on behalf of Grace Milton® Poultry Farms, LLC;

Our strength as a commercial layer poultry farm and egg production company is the fact that we have healthy relationships with loads of major players (agriculture merchants) in the industry; both suppliers of poultry feeds and medications and buyers of live layers (chickens) and eggs within and outside of the United States of America.

We have some of the latest commercial poultry farming hatchery, tools and equipment that will help us raise and produce eggs in commercial quantities with less stress. Aside from our relationship (network) and equipment, we can confidently boast that we have some the most experienced hands in Houston – Texas on our payroll.

Our weakness could be that we are a new commercial poultry farm and egg production company in the United States, and perhaps it might take us sometime to attract big time customers in the industry. We are aware of this and from our projection will overcome this weakness with time and turn it to a major advantage for the business.

The opportunities that are available to us as a standard commercial layer poultry farm and egg production company cannot be quantified. We know that there are loads of households and businesses such as grocery stores, hotels and fast food restaurants that can’t do without a daily supply of live chicken and eggs. We are well positioned to take advantage of this opportunity.

Some of the threats and challenges that we are likely going to face when we start our commercial layer poultry farm and egg production company are global economic downturn that can impact negatively on household spending, bad weather cum natural disasters (draughts, epidemics), unfavorable government policies and the arrival of a competitor (a commercial farm that engage in the rearing of chickens and other birds) within same location. There is hardly anything you can do as regards these threats and challenges other than to be optimistic that things will continue to work for your good.

7. MARKET ANALYSIS

The Poultry and Chicken Egg Production industry has greatly benefited from campaigns advertising the health benefits of chickens and eggs as a good source of protein. No doubt, the increased demand of chicken and eggs from households and food related businesses and of course the growing popularity of specialty and processed eggs have rapidly improved revenue growth for the industry.

In the face of this growth, profit margin has suffered from rising feed costs and also regulations regarding animal welfare. As a matter of fact, one of the new trends is that with the recent advancement in technology, poultry farmers can now comfortably predict and produce large quantities of chickens/birds and eggs per time.

8. Our Target Market

Indeed, the target market of those who are the end consumer of commercial poultry farm produce and also those who benefits from the business value chain of the poultry farming and egg production industry is all encompassing; it is far–reaching.

Every household consumes produce from commercial poultry farms be it chicken or egg. So also, almost all hotels and fast restaurants sell meals made from chicken and eggs. In essence a commercial poultry farmer cum layer farmer should be able to sell his or her chickens and eggs to as many people as possible.

In view of that, we have positioned our business to attract consumers of chicken and eggs not just in the United States of America alone but in other parts of the world. We have conducted our market research and survey and we will ensure that we meet and surpass the expectations we set for the business.

Below is a list of the people and business that we will market our live chickens and eggs to;

Our competitive advantage

It is easier to find entrepreneur flocking towards an industry that is known to generate consistent income which is why there are more commercial poultry farmers in the United States of America and of course in most parts of the world.

Statistics has it that there are 2.2 million farms in the United States of America, covering an area of 922 million acres. These goes to show that there are an appreciable number of farmers in the United States of America but that does not mean that there is stiff competition in the industry.

As a matter of fact, entrepreneurs are encouraged by the government to embrace commercial farming cum poultry farming and egg production. This is because part of the success of any nation is her ability to cultivate her own food and also export foods to other nations of the world.

Grace Milton® Poultry Farms, LLC is fully aware that there are competitions when it comes to selling live layers and eggs all over the globe, which is why we decided to carry out thorough market research so as to know how to take advantage of the available market in the United States and in other parts of the world.

We have done our homework and we have been able to highlight some factors that will give us competitive advantage in the marketplace; some of the factors are effective and reliable layer poultry farming and egg production processes that can help us sell our produce at competitive prices, good network and excellent relationship management.

Another competitive advantage that we are bringing to the industry is the fact that we have healthy relationship with loads of major players (agriculture merchants) in the industry; both suppliers of poultry feed, medications, buyers of live chickens and eggs within and outside of the United States of America.

We have some of the latest commercial poultry farming hatchery, tools and equipment that will help us raise layers and produce eggs in commercial quantities with less stress. Aside from our relationship (network) and equipment, we can confidently boast that we have some the most experienced hands in Houston – Texas in our payroll.

Lastly, all our employees will be well taken care of and their welfare package will be among the best within our category (startups commercial poultry farms and egg production companies in the United States) in the industry. It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives.

9. SALES AND MARKETING STRATEGY

Grace Milton® Poultry Farms, LLC is in the poultry farms and egg production line of business for the purpose of maximizing profit hence we have decided to explore all the available opportunities within the industry to achieve our corporate goals and objectives.

Below are the sources we intend exploring to generate income for Grace Milton® Poultry Farms, LLC;

10. Sales Forecast

From the survey conducted, we were able to discover that the sales generated by a commercial layer poultry farm and egg production business depends on the size of the poultry farm, the types of birds available in the poultry and of course the size of their marketing network.

We have perfected our sales and marketing strategies and we are quite optimistic that we will meet or even surpass our set sales target of generating enough income/profits from the first year of operation, and build the business from survival to sustainability within the shortest period of time.

We have been able to critically examine the layer poultry farms and egg production business, we have analyzed our chances in the industry and we have been able to come up with the following sales forecast.

N.B : This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown that can impact negatively on household spending, bad weather cum natural disasters (draughts, epidemics), and unfavorable government policies. Please note that the above projection might be lower and at the same time it might be higher.

We are quite aware that the reason why some commercial poultry farms and egg production companies hardly make good profits is their inability to sell off their live chickens and eggs as at when due. Our sales and marketing team will be recruited based on their vast experience in the poultry farming and egg production industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall business goal of Grace Milton® Poultry Farms, LLC.

Over and above, we have perfected our sale and marketing strategies first by networking with agriculture merchants and businesses that rely on a daily supply of live chicken and eggs. In summary, Grace Milton® Poultry Farms, LLC will adopt the following strategies in marketing our commercial farm produce;

11. Publicity and Advertising Strategy

Any business that wants to grow beyond the corner of the street or the city they are operating from must be ready and willing to utilize every available means (conventional and non – conventional) to advertise and promote the business. We intend growing our business which is why we have perfected plans to build our brand via every available means.

We know that it is important to create strategies that will help us boost our brand awareness and to create a corporate identity for our commercial layer poultry farm and chicken egg production business. Below are the platforms we will leverage on to boost our commercial layer poultry farm brand and to promote and advertise our business;

12. Our Pricing Strategy

If you want to get the right pricing for your live layer chicken and egg, then you should ensure that you choose a good location for your commercial layer poultry farm and chicken egg production business, choose a good breed of layers that will guarantee bountiful harvest (eggs), cut the cost of running your poultry farm to the barest minimum and of course try as much as possible to attract buyers to your poultry farm as against taking your eggs and chickens to the market to source for buyers; with this, you would have successfully eliminate the cost of transporting the goods to the market and other logistics.

We are quite aware that one of the easiest means of penetrating the market and acquiring loads of customers is to sell at competitive prices, hence we will do all we can to ensure that the prices of our eggs and layers – chickens are going to be what other commercial layer poultry farmers would look towards beating.

One thing is certain; the nature of commercial layer poultry farming and egg production business makes it possible for layer poultry farmers to place prices for their eggs and live chickens based on their discretion without following the benchmark in the industry. The truth is that it is one of the means of avoiding running into a loss.

The payment policy adopted by Grace Milton® Poultry Farms, LLC is all inclusive because we are aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation of the United States of America.

Here are the payment options that Grace Milton® Poultry Farms, LLC will make available to her clients;

In view of the above, we have chosen banking platforms that will enable our clients make payments for our live chicken and eggs purchase without any stress on their part. Our bank account numbers will be made available on our website to clients who may want to deposit cash or make online transfer for our chickens and eggs.

13. Startup Expenditure (Budget)

When it comes to calculating the cost of starting a commercial poultry farm , there are some key factors that should serve as a guide. The different types of birds to be raised in a commercial poultry farm determine the total cost of setting up the business.

Besides, in setting up any business, the amount or cost will depend on the approach and scale you want to undertake. If you intend to go big by renting / leasing a big facility, then you would need a good amount of capital as you would need to ensure that your employees are well taken care of, and that your facility is conducive enough for workers to be creative and productive.

This means that the start-up can either be low or high depending on your goals, vision and aspirations for your business.

The tools and equipment that will be used are nearly the same cost everywhere, and any difference in prices would be minimal and can be overlooked. As for the detailed cost analysis for starting a commercial layer poultry farm and egg production business, it might differ in other countries due to the value of their money.

Below are some of the basic areas we will spend our start-up capital in setting up our commercial layer poultry farm and egg production business;

Going by the report from detailed research and feasibility studies conducted, we will need an average of $500,000 to start a standard commercial layer poultry farm and chicken egg production business in the United States of America.

Generating Funds/Startup Capital for Grace Milton® Poultry Farms, LLC

No matter how fantastic your business idea is, if you do not have the required money to finance the business, the business might not become a reality. Finance is a very important factor when it comes to starting a business such as commercial layer poultry farm and egg production business. No doubt raising startup capital for a business might not come cheap, but it is a task that an entrepreneur must go through.

Grace Milton® Poultry Farms, LLC is a family business that is solely owned and financed by Grace Milton and her immediate family members. They do not intend to welcome any external business partners, which is why she has decided to restrict the sourcing of the startup capital to 3 major sources.

These are the areas we intend generating our startup capital;

N.B:  We have been able to generate about $150,000 (Personal savings $100,000 and soft loan from family members $50,000) and we are at the final stages of obtaining a loan facility of $350,000 from our bank. All the papers and documents have been signed and submitted, the loan has been approved and any moment from now our account will be credited with the amount.

14. Sustainability and Expansion Strategy

The future of a business lies in the number of loyal customers that they have, the capacity and competence of their employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be long before the business closes shop.

One of our major goals of starting Grace Milton® Poultry Farms, LLC is to build a business that will survive off its own cash flow without injecting finance from external sources once the business is officially running. We know that one of the ways of gaining approval and winning customers is to retail our live layer – chickens and eggs a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

Grace Milton® Poultry Farms, LLC will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and re – training of our workforce is at the top burner.

We know that if this is put in place, we will be able to successfully hire and retain the best hands we can get in the industry, and they will be more committed to helping us build the business of our dreams.

Check List/Milestone

More on Livestock Farming

Executive Summary of the Business Plan

How to write an executive summary that gets your business plan read.

Susan Ward wrote about small businesses for The Balance for 18 years. She has run an IT consulting firm and designed and presented courses on how to promote small businesses.

layers business plan executive summary

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An executive summary of a business plan is an overview. Its purpose is to summarize the key points of a document for its readers, saving them time and preparing them for the upcoming content.

Think of the executive summary as an advance organizer for the reader. Above all else, it must be clear and concise. But it also has to entice the reader to read the rest of the business plan .

This is why the executive summary is often called the most important part of the business plan. If it doesn’t capture the reader's attention, the plan will be set aside unread—a disaster if you've written your business plan as part of an attempt to get money to start your new business . (Getting startup money is not the only reason to write a business plan; there are other just-as-important reasons .)

Because it is an overview of the entire plan, it is common to write the executive summary last (and writing it last can make it much easier).

What Information Goes in an Executive Summary?

The information you need to include varies somewhat depending on whether your business is a startup or an established business.

For a startup business typically one of the main goals of the business plan is to convince banks, angel investors , or venture capitalists to invest in your business by providing startup capital in the form of debt or equity financing .

In order to do so you will have to provide a solid case for your business idea which makes your executive summary all the more important. A typical executive summary for a startup company includes the following sections:

For established businesses the executive summary typically includes information about achievements, growth plans , etc. A typical executive summary outline for an established business includes:

How Do I Write an Executive Summary of a Business Plan?

Start by following the list above and writing one to two sentences about each topic (depending on whether your business is a startup or an established business). No more! 

The Easy Way of Writing One

Having trouble getting started? The easiest way of writing the executive summary is to review your business plan and take a summary sentence or two from each of the business plan sections you’ve already written.

If you compare the list above to the sections outlined in the  Business Plan Outline , you’ll see that this could work very well.

Then finish your business plan’s executive summary with a clinching closing sentence or two that answers the reader’s question, “Why is this a winning business?”

For example, an executive summary for a pet-sitting business might conclude: “The loving on-site professional care that Pet Grandma will provide is sure to appeal to both cat and dog owners throughout the West Vancouver area.”

(You may find it useful to read the entire Pet Grandma  executive summary example  before you write your own.)

Tips for Writing the Business Plan’s Executive Summary

Remember, the executive summary will be the first thing your readers read. If it's poorly written, it will also be the last thing they read, as they set the rest of your business plan aside unread.

Office of the Comptroller of the Currency. " Business Plan Guidelines ," Page 2.

Corporate Finance Institute. " Executive Summary ."

United Nations Conference on Trade and Development. " How to Prepare Your Business Plan ," Page 167.

Iowa State University. " Types and Sources of Financing for Start-up Businesses ."

U.S. Small Business Administration. " Write Your Business Plan ."

Clute Institute. " Using Business Plans for Teaching Entrepreneurship ," Page 733.

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How to Write an Executive Summary: A Quick Guide

ProjectManager

Writing an Executive Summary

Here’s the good news: an executive summary is short. It’s part of a larger document like a business plan, business case or project proposal and, as the name implies, summarizes the longer report.

Here’s the bad news: it’s a critical document that can be challenging to write because an executive summary serves several important purposes. On one hand, executive summaries are used to outline each section of your business plan, investment proposal or project proposal. On the other hand, they’re used to introduce your business or project to investors and other stakeholders, so it must be persuasive to spark their interest.

The pressure of writing an executive summary comes from the fact that everyone will pay attention to it, as it sits at the top of that heap of documents. It explains all that follows and can make or break your business plan or project plan . The executive summary must know the needs of the potential clients or investors and zero in on them like a laser. Fortunately, we’ll show you how to write and format your executive summary to do just that.

Related: Free Executive Summary Template for Word

What Is an Executive Summary?

An executive summary is a short section of a larger document like a business plan , investment proposal or project proposal. It’s mostly used to give investors and stakeholders a quick overview of important information about a business plan like the company description, market analysis and financial information.

It contains a short statement that addresses the problem or proposal detailed in the attached documents, and features background information, a concise analysis and a conclusion. An executive summary is designed to help executives and investors decide whether to go forth with the proposal or not, making it critically important. Pitch decks are often used along with executive summaries to talk about the benefits and main selling points of a business plan or project.

Unlike an abstract, which is a short overview, an executive summary format is a condensed form of the documents contained in the proposal. Abstracts are more commonly used in academic and research-oriented writing, and act as a teaser for the reader to see if they want to read on.

Getting everything organized for your executive summary can be challenging. ProjectManager can help you get your thoughts in order and collaborate with your team. Our powerful, yet intuitive, task management tools make it easy to get everything prioritized and done on time. Try it free today.

List view in ProjectManager

How to Write an Executive Summary

Executive summaries vary depending on the document they’re attached to. You can write an executive summary for a business plan, project proposal, research document, business case , among other documents and reports.

However, when writing an executive summary there are guidelines to make sure you hit all the bases.

Executive Summary Length

According to the many books that have been written about executive summaries, as well as training courses, seminars and professional speakers, the agreed upon length for an executive summary format should be about five to 10 percent of the length of the whole report.

Appropriate Language

The language used should be appropriate for the target audience. One of the most important things to know before you write professionally is to understand who you are addressing. If you’re writing for a group of engineers, the language you’ll use will differ greatly from how you would write to a group of financiers.

That includes more than just the words, but the content and depth of explanation. Remember, it’s a summary, and people will be reading it in order to quickly and easily pull out the main points.

Pithy Introduction

You also want to capture a reader’s attention immediately in the opening paragraph. Just like a speech often opens with a joke to break the tension and put people at ease to better hear what’s coming, so a strong introductory paragraph can pull a reader in and make them want to read on. That doesn’t mean you start with a joke. Jokes are hard. Stick to your strengths, but remember, most readers only give you a few sentences to win them over before they move on.

Don’t forget to explain who you are as an organization and why you have the skills, personnel and experience to solve the problem raised in the proposal. This doesn’t have to be a lengthy biography, often just your name, address and contact information will do, though you’ll also want to highlight your strengths as they pertain to the business plan or project proposal .

Relevant Information

The executive summary should not stray from the material that follows it. It’s a summary, not a place to bring up new ideas. To do so would be confusing and would jeopardize your whole proposal.

Establish the need or the problem, and convince the target audience that it must be solved. Once that is set up, then it’s important to recommend the solution and show what the value is. Be clear and firm in your recommendation.

Justify your cause. Be sure to note the key reasons why your organization is the perfect fit for the solution you’re proposing. This is the point where you differentiate yourself from competitors, be that due to methodology, testimonial from satisfied clients or whatever else you offer that is unique. But don’t make this too much about you. Be sure to keep the name of the potential client at the forefront.

Don’t neglect a strong conclusion, where you can wrap things up and once more highlight the main points.

Related: 10 Essential Excel Report Templates

What to Include in an Executive Summary

The content of your executive summary must reflect what’s in the larger document which it is part of. You’ll find many executive summary examples on the web, but to keep things simple, we’ll focus on business plans and project proposals.

How to Write an Executive Summary for a Business Plan

As we’ve learned above, your executive summary must extract the main points of all the sections of your business plan. A business plan is the document that describes all the aspects of a business, such as its business model, products or services, objectives, marketing plan, among other things. They’re commonly used by startups to pitch their ideas to investors.

Here are the most commonly used business plan sections:

Executive summaries are also a great way to outline the elements of a project plan for a project proposal. Let’s learn what those elements are.

How to Write an Executive Summary for a Project Proposal

An executive summary for your project proposal will capture the most important information from your project management plan. Here’s the structure of our executive summary template:

Now that we’ve learned that executive summaries can vary depending on the type of document you’re working on, you’re ready to use our executive summary template.

So, to put all of that information together, here’s the basic format of an executive summary sample. You can find this same information in our free executive summary template :

You can use it as an executive summary example and add or remove some of its elements to adjust it to your needs. Our sample executive summary has the main elements that you’ll need for a business plan or project plan executive summary.

Executive summary template for Word

What to Do After Writing an Executive Summary

As with anything you write, you should always start with a draft. The first draft should hit all the marks addressed above, but don’t get yourself bogged down in making the prose perfect. Think of the first draft as an exploratory mission. You’re gathering all the pertinent information.

Next you want to thoroughly review the document to ensure that nothing important has been left out or missed. Make sure the focus is sharp and clear, and that it speaks directly to your potential client’s needs.

Proofread for Style & Grammar

But don’t neglect the writing. Be sure that you’re not repeating words, falling into cliché or other hallmarks of bad writing. No, you’re not seeking the Pulitzer Prize in Literature, but you also don’t want to bore the reader to the point that they miss the reason why you’re the organization that can help them succeed.

You’ve checked the content and the prose, but don’t forget style. You want to write in a way that is natural and not overly formal, but one that speaks in the manner of your target audience . If they’re a conservative firm, well then, maybe formality is called for. But more and more modern companies have a casual corporate culture, and formal writing could mistakenly cause them to think of you as old and outdated.

The last run should be proofing the copy. That means double-checking to make sure that spelling is correct, and there are no typos or grammatical mistakes. Whoever wrote the executive summary is not the best person to edit it, however. They can easily gloss over errors because of their familiarity with the work. Find someone who excels at copy-editing. If you deliver sloppy content it shows a lack of professionalism that will surely color how a reader thinks of your company.

Criticism of Executive Summaries

Every good argument needs a rebuttal, and while we’re advocating for the proper use of an executive summary, it would be neglectful to avoid mentioning some critiques. The most common is that an executive summary by design is too simple to capture the complexity of a large and complicated project.

It’s true that many executives might only read the summary, and in so doing, miss the nuance of the proposal. That is a risk. But if the executive summary follows the guidelines stated above, it should give a full picture of the proposal and create interest for the reader to delve deeper into the documents to get the details.

Remember, executive summaries can be written poorly or well. They can fail to focus on results or the solution to the proposal’s problem, or do so in a vague, general way that has no impact on the reader. You can do a hundred things wrong, but if you follow the rules, then the onus falls on the reader.

ProjectManager Turns an Executive Summary into a Project

Your executive summary got the project approved. Now the real work begins. ProjectManager is an award-winning project management software that helps you organize tasks, projects and teams. We have everything you need to manage each phase of your project, so you can complete your work on time and under budget.

Work How You Want to Work

Because project managers and teams work differently, our software is flexible. We have multiple project views, such as the kanban board, which visualizes workflow. Managers like the transparency it provides into the production cycle, while teams get to focus only on those tasks they have the capacity to complete. Are you more comfortable with tasks lists or Gantt charts? We have those too.

A screenshot of the Kanban board project view

Live Tracking for Better Management

To make sure your project meets time and cost expectations, we have features that monitor and track progress, so you can control any deviations that might occur. Our software is cloud-based, so the data you see on our dashboard is always up-to-date, helping you make better decisions. Make that executive summary a reality with ProjectManager.

ProjectManager’s dashboard view, which shows six key metrics on a project

You’ve now researched and written a persuasive executive summary to lead your proposal. You’ve put the work in and the potential client sees that and contracts you for the project. However, if you don’t have a reliable, easy-to-use and robust set of project management tools like Gantt charts , Kanban boards and project calendars at hand to plan, monitor and report on the work, then all that preparation will be for naught.

ProjectManager is a cloud-based project management software that gives you real-time data and a collaborative platform to work efficiently and productively. But don’t take our word for it: take a free 30-day trial.

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

Caroline Forsey

Published: September 15, 2022

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.

business owner writing an executive summary

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 your company that is located at the beginning of your business plan and on the ‘About us’ page of your website. It's a section that grabs readers’ attention and summarizes critical information regarding your company and your upcoming short-term and long-term goals.

Essentially, an executive summary is the front cover of your business plan, convincing readers that it's worth their time to read the whole thing.

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. 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.

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

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. What does your company do and why do you do it? Who's involved in your company? Answering these questions will help readers get excited about your company and eager to read the rest of the business plan.

2. Do your research.

An executive summary, while short, should include plenty of research. For example, your summary will include financial considerations and a competitor analysis .

While your business plan will flesh out the details, it's important to include your key findings in your executive summary. 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?

3. Pay attention to your tone.

The tone of your writing tells a story itself. When you're writing anything, but especially a business document, make sure that the tone tells the story of who you are. Are you formal or more informal?

Ultimately, your tone should not only represent who you are as a company, but your target audience as well. What style of writing will represent your audience?

As you write an executive summary, don't forget to consider what your tone and writing says about you and your audience.

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.

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 you should write your executive summary last, so you know what you want to include.

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.

An executive summary, then, should be a short, maximum two-page synopsis of the information provided in your business plan.

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:

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:

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

Try It Yourself

Use the heading of your page to immediately describe what you do, as opposed to using “About Us” or “Executive Summary” as the title. Give readers the opportunity to get what they need above the fold and the option to read more. Note that this would not apply in an executive summary in a business plan.

2. Events Industry Council

Events Industry Council’s executive summary is short and sweet, yet provides plenty of information for readers to understand what the organization does and which products it offers. Note the brevity in the mission, vision, and values sections — that demonstrates that there’s no need to go on at length if it doesn’t suit you. The “Who we are” section has the most emphasis here, which is a powerful technique to draw readers’ attention.

Spend more time in the section that you feel your audience will care most about. If you’re pitching to investors, you might spend more time on the Market Analysis and Financials sections. If you’re writing for a general audience, you might focus on your company background.

3. Company Shop Group

One of the first things you see when visiting Company Shop Group’s About Us page is its subheading: “Company Shop Group is the UK’s leading redistributor of surplus food and household products.” Like Connected, Company Shop Group includes what it does above the fold, so that readers have the option to either keep reading or walk away knowing what the company is about. The organization also includes multimedia to engage visitors and explain its business model in a more digestible format.

Include what you do above the fold and add multimedia elements to provide an alternative way for readers to learn more about you. Videos, images, and headings can make it much easier to scan your executive summary, but be careful to only use this method for the right audience and through the right medium. (You might not include images inside a formal business plan, for instance.)

4. FirstEnergy

FirstEnergy’s executive summary is great inspiration if you’re a more corporate, formal brand. The company’s executive summary covers its mission, subsidiaries, operations, products and services, corporate responsibility values, and strategic plan goals. This is useful information for potential investors, as the company is publicly traded.

While it’s comprehensive, the executive summary remains short, using bullet points and images to break up the information and giving readers the opportunity to explore more with a sidebar menu.

Be conscious of the status of your company when writing your executive summary. If it’s publicly traded, you’ll want to include more information, such as your strategic plan and expansion opportunities. If you’re publishing your executive summary on your website, use a sidebar to allow readers to jump from page to page without leaving their place.

Start Your Executive Summary

An executive summary should be short and concise, but it should still convey who you are as a company. If you're starting a company, remember to tell your story, while also including important background and financial information. A strong executive summary will pave the way for more investors to invest in your business and more customers to trust in your brand.

Editor's note: This post was originally published in December 2018 and has been updated for comprehensiveness.

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

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How to Write a Business Plan Executive Summary [Sample Template]

Executive Summary

Components of a Business Plan Executive Summary

Writing a business plan executive summary – sample template, 2. your business offering, 3. your finances, 8 tips for writing a perfect business plan executive summary, a. you must ensure that your first paragraph is strong enough, b. remember, it’s all a summary, c. use strong and positive language, d. although there is no standard page length for executive summaries, e. fine-tune your executive summary after writing it, f. customize the executive summary for your target audience, g. read the executive summary aloud once again, h. clear your vocabularies of any self-glorifying superlatives, in conclusion, more on business plans.

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How to Write an Executive Summary in 6 Steps

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Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product appears on a page. However, this does not influence our evaluations. Our opinions are our own. Here is a list of our partners and here's how we make money .

When you’re starting a business, one of the first things you need to do is write a business plan. Your business plan is like a roadmap for your business, so you can lay out your goals and a concrete plan for how you’ll reach them.

Not only is a business plan essential for any business owner, but it’s also a requirement if you decide to apply for small business funding or find investors. After all, before a bank or individual hands over any money, they’ll want to be sure your company is on solid ground (so they can get their money back).

A business plan consists of several pieces, from an executive summary and market analysis to a financial plan and projections. The executive summary will be the first part of your business plan.

If wondering how to write an executive summary has kept you from completing your business plan, we’re here to help. In this guide, we’ll explain what an executive summary is and provide tips for writing your own so your business plan can start strong.

What is an executive summary?

An executive summary is a short, informative, and easy-to-read opening statement to your business plan. Even though it’s just one to two pages, the executive summary is incredibly important.

An executive summary tells the story of what your business does, why an investor might be interested in giving funds to your business, why their investment will be well-spent, and why you do what you do. An executive summary should be informative, but it should also capture a busy reader’s attention.

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Why write an executive summary?

Anyone you’re sending your executive summary and business plan to is likely busy—very busy. An entire business plan is long, involved, and deals with a lot of numbers.

Someone busy wants to get an understanding of your business, and they want to do it quickly, which is to say not by diving into a complicated, 80-page business plan. That’s where your executive summary comes in.

An executive summary provides just the opportunity to hook someone’s interest, tell them about your business, and offer a clear selling point as to why they should consider investing in your business.

Your executive summary is your chance to sell your business to potential investors and show them your business is worth not only their money but also their time.

What to include in an executive summary

By its nature, an executive summary is short. You must be able to clearly communicate the idea of your business, what sets you apart, and how you plan to grow into a successful enterprise.

The subsequent sections of your business plan will go into more detail, but your executive summary should include the most critical pieces of your business plan—enough to stand on its own, as it’s often the only thing a prospective investor will read. Here’s what your executive summary should include—consider it an executive summary template from which you can model your own.

1. The hook

The first sentence and paragraph of your executive summary determine whether or not the entire executive summary gets read. That’s why the hook or introduction is so important.

In general, a hook is considered anything that will get a reader’s attention. While an executive summary is a formal business document, you do want your hook to make you stand out from the crowd—without wasting time.

Your hook can be sharing something creative about your company, an interesting fact, or just a very well-crafted description of your business. It’s crucial to craft your hook with the personality of your reader in mind. Give them something that will make your company stand out and be memorable among a sea of other business plans.

Grab their attention in the first paragraph, and you’re much more likely to get your executive summary read, which could lead to an investment.

2. Company description summary

Now that you’ve hooked your reader, it’s time to get into some general information about your business. If an investor is going to give you money, after all, they first need to understand what your company does or what product you sell and who is managing the company.

Your company description should include information about your business, such as when it was formed and where you’re located; your products or services; the founders or executive team, including names and specific roles; and any additional details about the management team or style.

3. Market analysis

Your market analysis in the executive summary is a brief description of what the market for your business looks like. You want to show that you have done your research and proven that there is a need for your specific product or services. Some questions you should answer:

Who are your competitors?

Is there a demand for your products or services?

What advantages do you have that make your business unique in comparison to others?

To reiterate, stick to the highlights of your market analysis in your executive summary. You’ll provide a complete analysis in a separate section of your business plan, but you should be able to communicate enough in the executive summary that a potential investor can gauge whether your business has potential.

4. Products and services

Now that you’ve established a need in the market, it’s time to show just how your business will fill it. This section of your executive summary is all about highlighting the product or service that your company offers. Talk about your current sales, the growth you’ve seen so far, and any other highlights that are a selling point for your company.

This is also a good time to identify what sets your business apart and gives you a competitive advantage. After all, it’s unlikely that your business is the first of its kind. Highlight what you do better than the competition and why potential customers will choose your product or service over the other options on the market.

5. Financial information and projections

In this section of your executive summary, you want to give the reader an overview of your current business financials. Again, you’ll go more in-depth into this section later in your business plan, so just provide some highlights. Include your current sales and profits (if you have any), as well as what funding you’re hoping to acquire and how this will affect your financials in the next few years.

This is also where you can explain what funding, if any, you’ve received in the past. If you paid back your loan on time, this is an especially bright selling point for potential lenders.

6. Future plans

While asking for what funding you need is essential, you’ve also got to make clear what you’re going to use that funding for. If you’re asking for money, you want the person to know you have a plan to put those funds to good use.

Are you hoping to open another location, expand your product line, invest in your marketing efforts? This final section of your executive summary should detail where you want your business to go in the future, as well as drive home how funding can help you get there.

Tips for writing an executive summary

Even if you include each part of a good executive summary, you might not get noticed. What is written can be just as important as how it’s written. An executive summary has to strike a delicate balance between formal, personable, confident, and humble.

1. Be concise

An executive summary should include everything that’s in your business plan, just in a much shorter format. Writing a concise executive summary is no easy task and will require many revisions to get to the final draft. And while this is the first section of your executive summary, you’ll want to write it last, after you’ve put together all the other elements.

To choose your most important points and what should be included in the executive summary, go through your business plan, and pull out single-line bullet points. Go back through those bullet points and eliminate everything unnecessary to understanding your business.

Once you have your list of bullet points narrowed down, you can start writing your executive summary. Once it’s written, go back in and remove any unnecessary information. Remember, you should only be including the highlights—you have the rest of your business plan to go into more detail. The shorter and clearer your executive summary is, the more likely someone is to read it.

2. Use bullet points

One simple way to make your executive summary more readable is to use bullet points. If someone is reading quickly or skimming your executive summary, extra whitespace can make the content faster and easier to read.

Short paragraphs, short sentences, and bullet points all make an executive summary easier to skim—which is likely what the reader is doing. If important numbers and convincing stats jump out at the reader, they’re more likely to keep reading.

3. Speak to your audience

When writing your executive summary, be sure to think about who will be reading it; that’s who you’re speaking to. If you can personalize your executive summary to the personality and interests of the person who will read it, you’re more likely to capture their attention.

Personalizing might come in the form of a name in the salutation, sharing details in a specific way you know that person likes and the tone of your writing. An executive summary deals with business, so it will generally have a formal tone. But, different industries may be comfortable with some creativity of language or using shorthand to refer to certain ideas.

Know who you’re speaking to and use the right tone to speak to them. That might be formal and deferential, expert and clipped, informal and personable, or any other appropriate tone. This may also involve writing different versions of your executive summary for different audiences.

4. Play to your strengths

One of the best ways to catch the attention of your reader is to share why your business is unique. What makes your business unique is also what makes your business strong, which can capture a reader’s interest and show them why your business is worth investing in. Be sure to highlight these strengths from the start of your executive summary.

5. Get a test reader

Once you’ve written and edited your executive summary, you need a test reader. While someone in your industry or another business owner can be a great resource, you should also consider finding a test reader with limited knowledge of your business and industry. Your executive summary should be so clear that anyone can understand it, so having a variety of test readers can help identify any confusing language.

If you don’t have access to a test reader, consider using tools such as Hemingway App and Grammarly to ensure you’ve written something that’s easy to read and uses proper grammar.

How long should an executive summary be?

There’s no firm rule on how long an executive summary should be, as it depends on the length of your business plan and the depth of understanding needed by the reader to fully grasp your ask.

That being said, it should be as short and concise as you can get it. In general, an executive summary should be one to two pages in length.

You can fudge the length slightly by adjusting the margin and font size, but don’t forget readability is just as important as length. You want to leave plenty of white space and have a large enough font that the reader is comfortable while reading your executive summary. If your executive summary is hard to read, it’s less likely your reader will take the time to read your business plan.

What to avoid in an executive summary

While the rules for writing a stellar executive summary can be fuzzy, there are a few clear rules for what to avoid in your executive summary.

Your executive summary should avoid:

Focusing on investment. Instead, focus on getting the reader to be interested enough to continue and read your business plan or at least schedule a meeting with you.

Clichés, superlatives, and claims that aren’t backed up by fact. Your executive summary isn’t marketing material. It should be straightforward and clear.

Avoiding the executive summary no-nos is just as important as striking the right tone and getting in the necessary information for your reader.

Executive summary examples

Sometimes the best way to learn is to see how other people are doing it. The U.S. Small Business Administration has multiple business plan examples; you can flip to the executive summary to help you write your own executive summary. For more inspiration, here is an example from Harvard Business School :

Executive summary template

After all the information we threw your way, you're probably itching to get started. If you're ready to apply what you just learned, download our free business plan template. Our template will not only make it easier to write your executive summary; it will also guide you in writing the rest of your business plan.

The bottom line

While an executive summary is short, it’s challenging to write. Your executive summary condenses your entire introduction, business description, business plan, market analysis, financial projections, and ask into one to two pages. Condensing information down to its most essential form takes time and many drafts. When you’re putting together your business plan’s executive summary, be sure to give yourself plenty of time to write it and to seek the help of friends or colleagues for editing it to perfection.

However, some tools make crafting a business plan, including your executive summary, a simpler process. A business plan template is a great place to start, and business plan software can especially help with the design of your business plan. After all, a well-written executive summary can make all the difference in obtaining funding for your business, so you’ll want all the help you can get.

This article originally appeared on JustBusiness, a subsidiary of NerdWallet.

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Everything you need to write a killer executive summary for your business plan

What is Executive Summary—and Why Should You Care?

Executive Summary is the first and most important section of a business plan, providing a snapshot of the overall plan with the aim to compel the reader to continue reading the full document by highlighting its most important components and strengths .

Keep reading for insider tips from a professional business writer on how exactly to write a captivating executive summary that will maximize the impact and success of your business plan.

You’ll discover:

Importance: Why is Executive Summary Important in a Business Plan?

Executive summary is the most important part of a business plan because it is the first and only opportunity to grab readers’ interest as they review this section prior to deciding whether or not to read the rest of the document.

No matter how excellent your business idea, it is the executive summary alone that persuades a reader to spend more time with the plan to find out more about your venture.

Some financiers receive hundreds of business plans every month. Understandably, they do not read them all . Instead, they can tell in a couple of paragraphs if it is something they may be interested in.

The Executive Summary is so important, in fact, that some investors and lenders prefer to receive just the summary and financials before requesting the full business plan. So if you can hook your readers here, they will ask for more.

Similarly, senior decision-makers on many company or bank boards and committees will often read nothing else than an executive summary when approving a decision to back a business.

In other words, your Executive Summary is the  first impression  many readers will get of your business. Make sure it is a great one. Only a  clear ,  concise , and  compelling  summary of your business right up front twill persuade readers to wade through the rest of the plan.

Contents: What Should an Executive Summary for a Business Plan Include?

Executive summary brings the separate parts of a business plan together to sum up what the business is, where it is going, why it will be successful – and why it is worthy of backing . Highlight the most important and impressive facts about the company , management , offering , market , strategy and financials .

When completed, your executive summary will answer these questions for your readers:

Executive summary is an introduction to your business, which provides a brief snapshot of your plan as a whole. To that end, concisely highlight the most important concepts and impressive features from each section of your completed plan, addressing the following areas:

Essentially, you should make it crystal clear to the that a compelling market opportunity exists for your product/service and demonstrate that your business is well-positioned to exploit it .

Remember to be brief and concise . Organize the information in a way that gives the best impression of your business to your target reader. Combine related topics if that improves the flow of the document.

If the readers of your executive summary conclude that the above elements exist in your business, they are likely to commit to reading the rest of your business plan.

So, let’s examine each of the key elements in more detail to make the reader excited about the potential of your business plan and interested to read further:

Mission Statement

Answer this question for your readers:

Aim: Convince the reader that your basic business concept makes sense.

Give a concise overview of your business idea, purpose and goals. Summarize why you have created this company and what your business is all about in one or two sentences, but no more than a paragraph.

Products and Services

Answer these questions for your readers:

Aim: Demonstrate to the reader that your product/service solves a real problem in the market and that the problem is worth solving.

Briefly describe the products and services your company provides and what problems you solve for your target customers, making the case for why your product will be successful:

Description:

List the products or services your company sells or plans to sell.

Problem & Solution:

Explain the need for the products or services:

Value Proposition:

Outline why your product or service will be valuable to your customers and the advantages that will make it compelling enough for them to purchase.

Market Opportunity

Aim: Convince the reader that large and compelling market demand opportunity exists for your product/service.

List the target market you intend to reach and explain why you chose it:

Target Market:

Provide a brief description of your ideal customers and how do they break down into recognizable types or segments.

Market Analysis:

Indicate that you have done thorough market analysis by providing a summary of your market research results, including:

Competitive Advantage

Aim: Convince the reader that your business has a significant competitive edge to succeed in your target market.

This section is where you describe the gap in your target market, how your solution can fill it, and the competitive advantages that will enable you to exploit this market gap.

Hence, include information about your competition and what differentiates your business:

Competitors and Market Distribution:

Who are you up against? What other options do your customers have to address their needs? Indicate the nature of your competition and how the market is currently divided.

Competitive Advantage:

What comparative advantage does your product/service have?

Show your conclusions on your company’s competitive position and why your company will be able to compete successfully. Remember to list any important distinctions, such as patents, major contracts, or letters-of-intent.

Unique Selling Proposition:

What unique selling proposition will help your business succeed?

What makes your solution better for your customers compared to the competition?

Is competition going to get tougher?

Summarize your conclusions on whether competition is going to intensify going forward.

Company Description

Company information:.

Aim: Convince the reader that your business has the right structure and capable management team in place to succeed.

Your goal is to demonstrate that you are well-positioned to exploit the market opportunity by highlighting the positive factors in your company’s management, structure and history.

Company Details:

Include a short statement that covers the basic company details, such as the company name, when your business was formed, the names of the founders and their roles, number of employees, business location(s), and legal status.

Stage of Development:

State whether your company is a startup or continuing business, when it was founded, how far along the product or service is in its creation, and if you’ve already made sales or started shipping.

Track Record:

Management:

Briefly describe the bios of the key members of your management team , particularly those of company founders/owners , as well as the key professional advisors .

What do they bring to the table that will position your company well to take advantage of the market opportunity and make the business a success?

Highlight management’s vision and passion , along with the relevant skills , experience , qualifications , subject-matter expertise , business acumen , industry connections and other capabilities as they relate to the venture.

Operations:

Showcase the key operational features that will give the business a competitive edge.

This could include anything from an advantageous location, through innovative manufacturing technology and processes, to preferential supplier and distribution agreements – and anything in between.

Outline the strategy to achieve the company’s goals and continuously strengthen its competitive position.

Next, indicate the keys to success that you intend to use in order to implement that strategy, such as:

Address your plans for where you would like to take your business in the future.

Spell out the objectives you have for the company, what you plan to do:

Make an educated projection for the expected performance of your business, including:

Financial Forecast

Summarize the expected financial outlook and performance for your business, answering the following questions for your readers:

In general, it is customary to indicate financial information for years one through three or five , depending on the requirements of the business plan reader. Typically, this includes Year 1 and Year 3 / 5 results; and Year 10 / long-term goals.

However, your readers can find the detail of the projected financials further on in the plan. In this section, only provide the highlights of your forecast and encourage the reader to keep reading to learn more about your company.

Funding Requirements

How will you fund your business to get it started and grow it to the next level?

If the business does not require any outside financing, you can note that here or just remove this section from your plan altogether.

When you are using the business plan for financing purposes, explain how much money is needed, from whom, and how you will utilize it to grow your business, hinting at an exit opportunity:

Tips: How Do You Write an Executive Summary?

Writing an executive summary is arguably the most fun – and important – part of writing a business plan.

You have already completed all the research, thinking and writing about market demand, competition, strategy, operations and financials.

All that is left to do now is to summarize the key conclusions into a coherent narrative , answering the million-dollar question:

Why is your plan worthy of backing?

Here are 7 tried and tested tips to prepare a compelling summary of your business that will convince the readers to read through the rest of your plan:

Target Audience (Tip #1)

Ask yourself: “Who will be reading my business plan?”

Since the summary is what the reader reads first, and may be the only section read at all, you can significantly improve your chances of a positive reception if you know the answer to that question before you prepare your executive summary.

Remember, your reader is only going to spend a few minutes , or even seconds , on your executive summary. This is especially true if you are targeting busy investors or lenders for whom it is not unusual to review more than 1,000 each year.

Naturally, the readers are going to focus on the issues that interest and concern them most . If you understand their priorities, you will be better able to craft the summary to “push the right buttons”. For example:

Do your homework to discover the interests and concerns of your most likely business plan recipients, and then write and organize the summary in a way that most appeals to your target audience:

If you are not able to identify the specific person who will read your plan, just focus on the general type of a person that is most likely to receive it and their concerns. 

However, it is not a good idea to tailor the executive summary for just one specific person or organization, especially if your plan is likely to end up in the hands multiple and/or unknown recipients.

To be on the safe side, target your summary to address general institutional concerns rather than individual preferences.

Insider Tips: Writing a Winning Executive Summary

Convey your enthusiasm (tip #2).

The Executive Summary enables the readers to quickly understand the highlights of your business and decide whether to commit more of their time to reading the full plan.

To that end, you need to motivate and entice the readers by your own optimism about how well-positioned your business is to exploit a compelling market opportunity, conveyed in a dynamic , positive and confident tone.

Write Executive Summary Last (Tip #3)

Your executive summary will be the last chapter of the business plan that you prepare.

Even though the executive summary always appears first in the completed document, it is usually crafted last after you have had a chance to carefully consider all key aspects of your business throughout the rest of the plan.

The executive summary is the place where you bring all your planning together and sum up the separate parts of your business proposal to provide an overall outline and highlight the strengths of your entire plan.

Therefore, you will find it much easier and faster to come back and produce this section once you have completed the rest of your business plan.

That way, you will have thought through all the elements of your business, work out the details, and be prepared to summarize them. This approach will not only increase the consistency and accuracy of the plan, but also help make it more compelling .

So, if you have not yet finalized the other sections of your plan, proceed to the next section, and return to the executive summary when you have completed the rest of your plan.

Once finished, the executive summary will become “ Chapter 1 ” of your business plan document.

Summarize Highlights (Tip #4)

A good summary contains highlights from all of the subsequent sections of the business plan.

To achieve that, select the key points from each section of your completed plan by summarizing conclusions you have reached in each area. Remember to focus only on the most important and impressive features of your business.

What sets your business apart from the competition? Early on in your summary, showcase your distinguishing qualities and make sure you describe your winning concept in a way that any reader can easily grasp .

Use logical writing to tell a story, freely changing the order of sections and combining related topics if that helps to improve the flow and make a good impression.

Make Each Word Count (Tip #5)

The executive summary provides a brief snapshot of your business, casting a spotlight on the most important facts and concepts from your entire business plan.

As a result, this section should be clear , concise and to the point. Make each word should count.

Avoid Jargon (Tip #6)

In case the summary read by people unfamiliar with your industry, avoid any technical jargon or provide sufficient explanatory notes .

Edit, Edit, … And Edit Some More (Tip #7)

By the time you reach the executive summary, you may be tired from all the planning and writing. However, remember that this really is the most important section of the business plan.

The best investment you can make is to spend sufficient time to perfect the summary, including ruthless editing . There are professional editors who can help you make it flawless.

Design: How Do You Design an Executive Summary?

Looks matter. Your business plan will be well researched, analysed and written, but it must also be well presented. While your plan will ultimately be judged on the quality of your business concept and strategy, you also want to make sure it gives the best first impression possible.

And nowhere is presentation more important than in the executive summary, because for all readers it will be the first page(s) they read – and some will read nothing else.

The key advice here is: Break it Up . Large, dense blocks of text intimidate readers.

Dividing the Summary text with paragraph headings, bullet points and white space makes the information on a page more inviting and appealing:

Because you are limited to so few pages, it may seem counterintuitive to give up space for visual considerations, but these effective techniques make your Summary much more accessible to the business plan readers.

The way you prepare and present the executive summary is an indicator of your professionalism. A polished Summary sheds a favourable light on your business. A sloppy one works against you.

Length: How long is an executive summary?

The executive summary in a business plan should be no more than 2-3 pages in length, with 1 page being perfectly acceptable and often preferable. The advantage to the busy business plan reader is that they are able to skim through this short summary in a few seconds and read it in full in less than 5 minutes .

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Poultry Farming Executive Summary inc. Template & Sample

What is a poultry farming executive summary.

It’s your investment pitch .

The place where you summarise the nature and bent of your planned enterprise,

Detailing its investment profile in a nutshell for an investor of ANY background to understand.

Importance of an executive summary

It’s the hook for getting the interest of a prospective investor to ‘ …read more ‘.

It must be both informative and well rounded.

Not to mention, a good read.

You’re looking to sell, so be sure you make your mark with it.

It’s less of an introductory chapter and more of a sales presentation.

It has one aim. To close.

So, it must be well-tailored to the commercial interests of the investment audience you are targeting.

Technically, it must leave no room for manoeuvre out of sealing an agreement in principle.

Template of a poultry farming executive summary

The poultry farming executive summary is designed to answer the following pre-investment questions:

This does the job of positioning the investment pitch clearly and concisely – for the most favourable results.

The head upon the shoulders of your business plan .

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Why your business plan's executive summary is so important.

Why your business plan's executive summary is so important (+ how to write one)

If you plan to launch your own small business , then you'll need to write an executive summary as part of your full business plan. In this article, we'll answer all your pressing questions, including: What the heck is an executive summary, anyway? What’s the purpose of an executive summary? And how do I actually create a well-written executive summary?

Executive summaries are arguably one of the most critical sections of a business plan —and they're also one of the trickiest to write. The executive summary is the first part of your complete business plan that someone will read, so it needs to be compelling in order to convince someone to read the whole thing.

But here’s the catch: 55% of people spend less than 15 seconds actively reading content, based on data published in Time Magazine . This means the limited window of time you have to convince someone your business plan is worth their attention depends on a strong executive summary. No pressure or anything.

For that reason, it’s important to know how to draft a concise executive summary that makes an impact and communicates the goals of your small business. But have no fear, just read on to learn how!

What is an executive summary?

An executive summary is essentially an outline of your business plan. If your full business plan is a roadmap, your executive summary is your roadmap's roadmap. It gives your readers a heads up about what you'll talk about in the rest of your business plan. For all intents and purposes, your business's executive summary is your elevator pitch.

Business Plan Executive Summary Example and Template.

The purpose of an executive summary

If there's one section of your business plan everyone is going to read, it's the executive summary. Your business plan's executive summary exists to give readers an overview of the entire document. It should outline what they can expect to learn and motivate them to keep reading on.

“Investors will read the executive summary to decide if they will even bother reading the rest of the business plan. It’s rare for an investor or lender to read an entire business plan, at least in the initial stages of analysis and consideration for funding,” says Eric Markowitz , Inc.com Staff Writer.

Keep your goals and purpose in mind when writing your executive summary.

If your business is a startup, the purpose of your business plan (and executive summary) will likely be to get banks or investors to provide you with financing. So, when writing your executive summary, highlight the financial requirements of your business and why your business is worthy of funding.

If you're a more established business owner, then your executive summary will talk more about your achievements, evolution, and goals for the future.

How to write an executive summary for a business plan

Your business's executive summary should be as short as possible, ideally only one or two pages long.

Remember that you're vouching for yourself and your business in your executive summary, so make sure your language is confident and positive!

Bad example : We might not be the best or the most established protein powder brand, but we probably have the most passion and love out of all our competitors.

Good example: With some vegan protein powder products on the market currently, we expect mild competition and are confident we will be able to build a strong market position.

It's best practice to avoid talking about more fluffy, subjective points and cliches (like passion, hard work, etc.) so you can focus more on the practical information and facts your readers want to know about (like why they should actually invest or partner with your business). You also want to seem confident in yourself and your business, so avoid words like "might," "maybe," or "could" and opt for more definitive words, like "will"!

Remember that your executive summary should fill in the blanks for your readers. Keep your target audience in mind and try to answer their questions, rather than create new ones, or they may get confused and stop reading. Give them a reason not to go back to checking their current value of Bitcoin. 

"Put yourself in the business plan reader's shoes and think about what you would like to know in the report," Marius Thauland, business strategist at Leiekontor, told Business News Daily . "Get their attention by making it simple and brief yet still professional. It should also attract them to read the entire document to understand even the minute details."

There's no specific way to order the different sections of your executive summary, but you'll want to put the most important information or your strongest points first . The first sentence and paragraph of your executive summary is especially important, since these are what will reel your readers in.

We'll give you an idea of how to do this below.

What to include in the executive summary of your business plan

Questions to ask in your executive summary: Who's your competition?; Is there demand?; Who's running your business?; Who's your target audience?; How will you launch your business?

Despite being the first page of your business plan, it’s a good idea to write your executive summary section last. This trick allows you to get a clear picture of what specific material from the full business plan you need to introduce in the executive summary. So if you haven't written the rest of your business plan yet, stop, maybe check out our articles on writing a business plan (wink wink nudge nudge), and come back here once you're done.

Since the goal of a business plan is to persuade the reader to invest in your business, your executive summary needs to demonstrate why this investment would be a smart financial decision. The kicker is: you need to do all of this in 1-2 pages.

To get started, The Balance Small Business suggests including the following eight sections. Choose the topics most relevant to your business and write one or two sentences about each of them. And remember to order them from most important to least important! ‍

1. Business opportunity

What demand or need is there for your business and how will you meet this demand? Talk about a problem or a gap in the market, and why your business alone has all the answers. ‍

2. Target market

What demographic do you intend to reach as your customer base? Who's going to be buying your product? ‍

3. Business model

Use this part to give more juicy details about your business idea. What products or services will your business offer, and what makes them desirable? ‍

4. Marketing/Sales strategy

What will your methods be to create brand recognition for these products or services? You might want to consider marketing techniques like social media, paid media, or email marketing. ‍

‍ 5. Competition

Give your readers the low-down of your industry. What businesses will you compete with for market share, and what does your business offer that your competitors do not? How big and competitive is your industry? How will you stand out against other small businesses? Are there any industry trends you should bring up? ‍

6. Financial analysis

Investors and banks will be especially interested in this part. What is your plan to manage your business finances, and what is your projected revenue for the first three years of your business? You should go into detail about how you will distribute your funding and spell out what your investors will get out of it. ‍

7. Owners/Staff

In this section, you can give a brief overview of your business's history. Who are the owners and lead staff members of your business and what important skills or credentials do they bring? ‍

8. Implementation plan

What is your framework and timeline to move from a concept to launching an actual business?

Effective executive summary examples

Sitting down to start writing an executive summary and putting all the pieces together can be challenging .  

To think about it differently, you might consider grouping the above details into a few specific categories: ‍

Mission statement

What are the core values and central purpose of your business? ‍

Company information

What products or services do you offer, how long has your business been in operation, who are the owners and lead staff members, and how many business locations do you manage? ‍

Financial summary

What is the current and projected state of your finances and do you need an investor to help you expand? ‍

Future goals

What objectives or projects will this financial investment be used for?

Keep in mind that, as you write your own executive summary, you should consider the industry and market that you are entering, the customers you’ll be interacting with, and the things your business will need to succeed (financial backing, upfront costs, additional workforce, etc). Here’s an example of a good executive summary template to guide you as you embark on writing your own executive summary.

Executive summary/business plan example: Vegan Protein Blitz

Company: Vegan Protein Blitz: Animal-free protein powder ‍

Our Mission

Vegan Protein Blitz: Animal-Free Protein Powder offers 25 grams of protein per serving without any use of animal protein—similar to, and in many cases, more than, the average amount of protein in similar products. We intend to appeal to those within the fitness community who are looking for a great-tasting protein powder without compromising on the amount of protein per serving. With some vegan protein powder products on the market currently, we expect mild competition and are confident we will be able to build a strong market position.

The Company and Management

Vegan Protein Blitz: Animal-Free Protein Powder was founded in 2018 by Sarah Bailey, a certified personal trainer and former food scientist, who couldn’t find a vegan protein powder that tasted good and provided the amount she needed to fuel her fitness routine. Her kitchen is based in San Diego, California, where she employs two full-time employees and three part-time employees.

Along with Sarah Bailey, Vegan Protein Blitz: Animal-Free Protein Powder has a board of advisors. The advisors are:

Our Product

We offer animal-free protein powder that is made with all-natural sugar sources and no preservatives. Our customers are health-conscious and serious about fueling their bodies with animal-free whole foods. We plan to grow quickly, with an initial goal of building a full-time marketing team of fitness advocates and professionals who understand the industry and our customers’ needs.

Our Competitive Advantages

While there are other vegan protein powders on the national market, there are none that are made with all-natural sugar and with a comparable amount of protein as that of an animal-based powder. With the expertise of our founder Sarah Bailey, we also stand out as a company that truly understands the audience. Please see our market research (Section 3) for more information on why consumers are demanding this expertise.

Financial Considerations

Our sales projections for the first year are $600,000 with a 10% growth rate over the next two years. By year three, we project 55% gross margins and will have ten full-time employees. The salary for each employee will be $60,000 USD.

Startup Financing Requirements

We are seeking to raise $250,000 in startup funds to finance the first year. The owner has invested $40,000 to meet working capital requirements, and will use a loan of $80,000 to supplement the rest.

More executive summary templates

Need more business plan examples, or ready to create your own executive summary with a template? Here are a few we found around the web:

Final tips for writing an executive summary

Earning investor interest in your business is critical to getting access to the things your business will need to succeed, and a solid executive summary can help you do that. Writing your full business plan first can help you get clarity on the strongest key points of your business proposal, which you can use to build out your executive summary.

Most importantly, keep this section of your business plan straightforward and concise, making it easy for the reader to understand what you’re doing and why it matters.

Brush up on your writing skills

You're an entrepreneur, and you probably didn't start your business to write business plans . Free online editing tools and resources like Hemingway and Grammarly can help you punch up and polish your writing. Just copy and paste your executive summary into the software, and it will let you know where your writing needs to be more clear.

Get to the point

Remember what we said about keeping it short? We mean it. Even if there's a really clever sentence that you're super proud of, it's gotta go if it doesn't contribute to your summary. You don't want to give too much detail (that's what the rest of your business plan is for!) or repeat yourself.

Always proofread your work a couple of times before calling it a day! Reading your executive summary out loud can help you identify awkward phrasing and catch any typos you might have missed. Another idea is to copy and paste it into a text-to-speech program to hear what it sounds like out loud. It also helps to print out your executive summary and edit the physical document, which helps you see it from a fresh perspective. 

Get feedback

If you have a kind friend, family member, or fellow business owner, you should ask them to take a look at your executive summary/business plan and give their constructive criticism. If they understand your goals and plan and seem excited about your idea, that's a good sign! If they give your business plan back to you with a bunch of red marks and a confused look on their faces, that's probably a sign for you to make sure your executive summary flows more logically.

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How to Write an Executive Summary

Written by Dave Lavinsky

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Executive Summary of a Business Plan

On this page:, what is a business plan executive summary, why do i need an executive summary, executive summary length, key elements of an executive summary, how do i write an executive summary for a business plan, the dos and don’ts of creating a great executive summary, summary of writing a great executive summary, business plan executive summary example, executive summary frequently asked questions.

An executive summary of a business plan gives the reader an overview of the business opportunity and your entire business plan.  It explains the type of business the company operates and summarizes the key facts and strategies supporting the businesses’s growth. If presented for funding, the executive summary provides the lender or investor a quick snapshot which helps them determine their interest level and if they should continue reading the rest of the business plan.

An effective executive summary is a quick version of your complete business plan. You need to keep it simple and succinct in order to grab the reader’s attention and convince them it’s in their best interest to keep reading.

Download our Ultimate Business Plan Template here >

As mentioned above, your business plan is a detailed document that requires time to read. Capturing the reader’s attention with a concise, interesting overview of your plan saves them time and indicates which parts of the business plan may be most important to read in detail. This increases the odds that your business plan will be read and your business idea understood. This is why you need a well-written executive summary.

When structuring your executive summary, the first thing to keep in mind is that it should be short and comprehensive. The length of your business plan executive summary should never exceed 3 pages; the ideal length is 1-2 pages.

— Go to top of page —

The following are the key elements to include in your business plan executive summary:

Your executive summary is the most important part of your business plan since it’s the first thing investors, lenders and/or other readers see. And if they aren’t impressed, they’ll stop reading and you’ll lose them forever. To give yourself the best chances of success, follow these steps to write your executive summary.

1) Complete the rest of your business plan. Your executive summary provides highlights of each section of your business plan. As such, you need to first write those sections. Then, read each section and figure out what information from each must be included in the executive summary. For instance, if your industry analysis section mentioned that your industry’s current size is $100 billion and is projected to grow by 90% per year over the next 5 years, this is an exciting statistic and opportunity that should be mentioned in your executive summary.

2) Start with a one to two line description of your company. Your executive summary must start with a simple description of your company. Readers must be able to quickly and easily understand what your company does so they can decide whether they’re interested in the opportunity. If readers can’t quickly understand what you do, many will stop reading and you’ll lose the ability to get them involved in your company.

3) Create your executive summary structure. Start by creating headers for each section of your business plan. For example, you should have a marketing plan header, a customer analysis header, etc. Then, within each header, summarize the most important point you mentioned in that section.  For example, under your marketing plan, you would write your three most important promotional tactics. Under customer analysis, you’d write a detailed one to two line description of your target customers. Then figure out the best way to organize your executive summary. You can either keep the headers, or create new headers like “business overview” and “unique success factors” in which you cut and paste the old sections as appropriate.

4) Make it shorter. Mark Twain once wrote “If I had more time, i would have written a shorter letter.” The more concise your executive summary is, the more successful it will. Read through your executive summary and aggressively edit it so you convey your key messages in the least amount of words possible.

5) Bring in outside readers. Find at least five people to read your executive summary. Ask them to spend no more than five minutes doing so. Then ask them questions about it. Did they understand what your company does? Are they able to recite back to you your company’s value proposition? If the readers are unable to understand and get excited by your executive summary, then you need to keep working on it.

There are certain mistakes often made in writing an executive summary. If these little glitches can be avoided, writing a flawless executive summary for your business plan is not difficult. So here are a few important tips and tricks for you to remember.

Whether you’re a large or small business, your executive summary is the first thing someone reads that forms an opinion of your business. Whether they decide to read your detailed business plan or push it aside depends on how good your executive summary is. We hope your executive summary guide helps you craft an effective and impactful executive summary. That way, readers will be more likely to read your full plan, request an in-person meeting, and give you funding to pursue your business plans.

Looking to get started on your business plan’s executive summary? Take a look at the business plan executive summary example below!

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Shoutmouth.com Executive Summary

Business Overview

Launched late last year, Shoutmouth.com is the most comprehensive music news website on the Internet .

Music is one of the most searched and accessed interests on the Internet. Top music artists like Taylor Swift receive over 5 million searches each month. In addition, over 500 music artists each receive over 25,000 searches a month.

However, music fans are largely unsatisfied when it comes to the news and information they seek on the artists they love. This is because most music websites (e.g., RollingStone.com, MTV.com, Billboard.com, etc.) cover only the top eight to ten music stories each day – the stories with mass appeal. This type of generic coverage does not satisfy the needs of serious music fans. Music fans generally listen to many different artists and genres of music. By publishing over 100 music stories each day, Shoutmouth enables these fans to read news on all their favorite artists.

In addition to publishing comprehensive music news on over 1200 music artists, Shoutmouth is a social network that allows fans to meet and communicate with other fans about music, and allows them to:

Success Factors

Shoutmouth is uniquely qualified to succeed due to the following reasons:

Unique Investment Metrics

The Shoutmouth investment opportunity is very exciting due to the metrics of the business.

To begin, over the past five years, over twenty social networks have been acquired. The value in these networks is their relationships with large numbers of customers, which allow acquirers to effectively sell to this audience.

The sales price of these social networks has ranged from $25 to $137 per member. Shoutmouth has the ability to enroll members at less than $1 each, thus providing an extraordinary return on marketing expenditures. In fact, during a recent test, we were able to sign-up 2,000 members to artist-specific Shoutmouth newsletters at a cost of only 43 cents per member.

While we are building Shoutmouth to last, potential acquirers include many types of companies that seek relationships with music fans such as music media/publishing (e.g., MTV, Rolling Stone), ticketing (e.g., Ticketmaster, LiveNation) and digital music sales firms (e.g., iTunes).

Financial Strategy, Needs and Exit Strategy

While Shoutmouth’s technological, marketing and operational infrastructure has been developed, we currently require $3 million to execute on our marketing and technology plan over the next 24 months until we hit profitability.

Shoutmouth will primarily generate revenues from selling advertising space. As technologies evolve that allow us to seamlessly integrate music sampling and purchasing on our site, sales of downloadable music are also expected to become a significant revenue source. To a lesser extent, we may sell other music-related items such as ringtones, concert tickets, and apparel.

Topline projections over the next three years are as follows:

Other Resources for Writing Your Business Plan

What is the purpose of an executive summary?

An executive summary provides a quick overview of your business plan. It succinctly describes your business. It gives a summary of each of the other sections of your plan (e.g., marketing plan, financial plan, customer analysis, etc.). And it answers the key question that investors and lenders need to know: why is your business uniquely qualified to succeed?

What is included in an executive summary?

Your executive summary should include an overview of your business concept, a summary of each of the key sections of your plan (company overview, industry analysis, customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan) and answer why your business is uniquely qualified to succeed.

How long is an executive summary?

Your executive summary should be one to two pages. Remember that the goal of the summary is simply to excite the reader into continuing through your full plan. Give them a summary of the key highlights of your business and invite them to learn more by reading the full business plan.

How do you start off a summary?

If the first paragraph of your executive summary isn’t compelling enough, you’ll immediately lose readers. So, start your executive summary by clearly stating what your business does and why your company is unique. Then give a summary of each of the other sections of your plan (e.g., competitive analysis, industry analysis, etc.).

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First Steps: Writing the Executive Summary of Your Business Plan

This quick guide offers tips that will help you create the executive summary for your business plan.

By The Staff of Entrepreneur Media, Inc. • Jan 4, 2015

In their book Write Your Business Plan , the staff of Entrepreneur Media, Inc. offer an in-depth understanding of what's essential to any business plan, what's appropriate for your venture, and what it takes to ensure success. In this edited excerpt, the authors outline what to include in your business plan's executive summary and why.

The first part of your business plan that anybody will see is the executive summary. It's a brief look at the key elements of the whole plan—and it's critical.

The executive summary should be only a page or two. In it, you may include your mission and vision statements, a brief sketch of your plans and goals, a quick look at your company and its organization, an outline of your strategy, and highlights of your financial status and needs. Your executive summary is the CliffsNotes of your business plan.

The summary is the most important part of your whole plan, so you want it to be as strong as possible because it's the first thing people read in your plan, and we all know the power of a strong first impression. This is where you want to wow people and make them think.

The executive summary has to perform a host of jobs. First and foremost, it should grab the reader's attention. It has to briefly hit the high points of your plan. It should point readers with questions requiring detailed responses to the full-length sections of your plan where they can get answers. It should ease the task of anybody whose job it is to read it, and it should make that task enjoyable by presenting an interesting and compelling account of your company.

Here's a suggested format for an executive summary:

1. What's the business idea, what problem does it solve and how does it fit into the marketplace?

You'll need to explain why your idea has merit and how it can solve a common problem by making things easier, faster, or cheaper for the prospective customer(s). No matter how brilliantly crafted, written and presented your business plan is, it will be difficult to win your investors, and later customers, with a bad idea. Therefore, you want to wow them first with your idea! If they're not interested, no matter what your financials are, they won't help.

2. How much will it cost, and how much financing are you seeking?

Provide a short explanation of how you'll use any financing you seek. Tell investors why you need the money. Nobody wants to lend you money if they don't know exactly why you need it. It's not necessary to get into much detail here—just make it clear that you need it for x, y and z. You should also let the reader know how the investment will help the company grow and/or increase its profits. Why else would you be seeking funding? The best use of somebody else's money is to buy or build something that will make more money, both for you and for that person.

3. What will the return be to the investor? Over what length of time?

In your executive summary, consider the following:

Don't forget yourself: It's a rare company that doesn't have any investment from the entrepreneur or entrepreneurs who started it.

4. How will the ownership be divided?

When a business starts generating profits and plowing them back into the firm, value can build rapidly. Even if you aren't in an industry likely to purchase buildings or patent valuable technology, the business derives value from the fact that it can generate profits into the future.

Spell out who owns what. If you have many equity investors coupled with a pile of creditors, this can get pretty complicated. For the summary section of your plan, a basic description such as "Ownership of the company will be divided so that each of the four original partners owns 25 percent" will suffice. If you have to negotiate details of exactly what any equity investors will get, there's time to do that later. For now, you just want to give people an idea of how the ownership will be divided.

Additional questions you may want to consider answering in your executive summary include:

Give It a Happy Ending

The summary is the place to put your best foot forward, to talk up the upside and downplay the downside. As always, accentuating the positive doesn't mean exaggeration or lying. If there's a really important, unusual risk factor in your plan—such as that one certain big customer has to make a huge order for the whole plan to work—then you'll want to mention that in your summary. But run-of-the-mill risks like unexpected competition or customer reluctance can be ignored here. Paint a convincing portrait of an opportunity so compelling that only a dullard wouldn't recognize it and desire to take part in it.

The key to the executive summary is to pick out the best aspects of every part of your plan. So extract the essence of each key part, and offer your readers a highlight reel of your business.

Entrepreneur Staff

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Financial Planning Business Plan

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Executive summary executive summary is a brief introduction to your business plan. it describes your business, the problem that it solves, your target market, and financial highlights.">, opportunity.

There are people in the Portland Oregon who are in need  of investing advice, and those that are in need of estate planning help.

Grizzly Bear Financial Managers is a comprehensive financial planning and estate planning consultancy.  Grizzly’s services are comprehensive in terms of offered products (mutual funds, equities, estate planning) and depth of research.  Although it costs a fair amount of money for Grizzly to do an in-depth amount of research into prospective investments as well as possible options for the client, this up-front cost will be eclipsed by a long-term relationship that is likely to be established out of earned respect.

Grizzly Bear Financial Managers will be marketing their services to two different groups of people, those in need of investing advice, and those that are in need of estate planning help.  These two groups will be targeted through networking activities and public seminars.  Grizzly’s competitive advantage of thoroughness of services offered as well as in-depth research will turn prospective clients into long-term customers.

Competition

The buying patterns of consumers are more often than not based on networking or who the person knows.  This is because the industry of financial planning is so populated it is quite hard to make a decision for choosing a service provider.  Since many/most people after a certain age have at least visited a financial planner it is not difficult to get a referral for a planner.

Grizzly Bear Financial Managers’ mission is to provide comprehensive financial planning services for our customers.  We exist to attract and maintain customers.  When we adhere to this maxim, everything else will fall into place.  Our services will exceed the expectations of our customers.

Expectations

Grizzly will reach profitability by month eight and will have modest profits by the end of year three.

Financial Highlights by Year

Financing needed.

Meghan will be putting in $23,000 to start this business. 

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Business Plan Executive Summary: Sample Executive Summary for Poultry Business Plan

Business Plan Executive Summary: Sample Executive Summary for Poultry Business Plan – The questions are; what is executive summary for poultry business? And, how do I make a business plan for a poultry farm? An executive summary contains the summary of the key points of your business plan. In fact, in it you should restate the purpose of the plan, the highlight of the major points, and describe the results, conclusions, or recommendations from the body of the business plan.

Sample Business Plan Executive Summary:

Furthermore, in our articles are sample executive summary for poultry farming, free poultry business plan templates and layers business plan executive summary. Among the free poultry farming business plans in Nigeria are business plan for 1000 broiler chickens. As a matter of fact, the executive summary could serve as introduction to poultry farming business proposal

As a matter of fact, a bankable business plan is what you need to access your required funding. Cessummit develops all types, sizes and tenor length of business plan. Our business plan template for palm oil production, rice mill, block industry, distributive business, travel agency business and other service industry are unbeatable. Explore our Bankable Business Plan services offerings for fast growing lucrative profitable businesses today. Contact us on +234 905 313 0518 or [email protected] to get in touch with us. Check out the following related topics.

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In addition, here are some types of business plan you may need;

Business Plan Executive Summary: Sample Executive Summary for Poultry Business Plan

The executive summary:.

The following proposal is based on 5 years of experience. It is highly focused and promises to follow a path of prosperity for its owners and staff. It is based on conservative sales figures, and actual sales may be higher. The projections contained herein are authentic and will be used as the budget for the business. ABC FARMS will show a profit immediately and will increase sales and profits each year thereafter.

ABC FARMS is a well-established custom POULTRY FARM. The company is engaged in rearing layer birds leading to the production of eggs, meat and organic fertilizer. ABC FARMS, has recently planned to expanded its production facility beyond its present client base. The company is dedicated to providing the highest quality customer service, meeting the agreed delivery dates, and keeping the sales prices controlled in accordance with ongoing market trends. The focus of this business proposal is to identify future target clients, explain our marketing strategy, improve internal procedures so we can substantially increase profitability, and obtain the funding required to expand the business.

ABC FARMS is located in Karuka in AMAC Area Council of Abuja, FCT, Nigeria. The company is a privately owned corporation and has been operating for nearly 5 years.

The towns surrounding ABCFARMS contain an estimated 20 large livestock farms. However, the entire FCT is an open market once delivery to customers is an option. ABC FARMS would then be in the market to compete for the business of over 200 medium farms.

The marketing research and tailored marketing strategy described in this business proposal will result in after-tax profits of N34.8m in Year 1 and increasing to nearly N46.4m in after-tax profits within three years, despite significant new advertising and renovation expenses.

To achieve these goals, ABC FARMS fields needs funding. We are currently seeking a N42m ($100,000 @ N420/$) long-term loan, to be repaid within ten years. This loan will enable us to purchase delivery trucks, a key element of our sales and marketing strategy, initial 10,000-layer birds, build the pen and other poultry equipment. Details of these are given in our fixed assets analysis segment of this proposal.

The business feasibility shows the projected financial and operation feasibilities over the next three years, effective 1st April, 2022. To start with, the following are some of the financial highlights of the projected business operations for the first three years.

Financial Highlights by Year (Ratios)

Read also for business plan executive summary: sample executive summary for poultry business plan.

Summing up on Business Plan Executive Summary: Sample Executive Summary for Poultry Business Plan

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You are here: Influencer Marketing Hub » Social Media » Executive Summary Examples & Tips to Write Your Own

Executive Summary Examples & Tips to Write Your Own

Jacinda Santora

If you're an influencer or content creator, you might not think you need to worry about business plans and executive summaries. But having at least an executive summary can go a long way toward showing your professionalism and how seriously you take the work that you do. We've pulled together a few executive summary examples that you can adapt and use for your own business.

Executive summaries can help you convince investors, venture capitalists, and the brands you approach for partnerships and sponsorship agreements that you're worth the investment. And some of the best executive summaries are just a single page long! Even if you've never heard of an executive summary before, you can put one together in less than an afternoon and it will give you more clarity around your business, where you want to go, and what you need to do to get there.

So, what exactly is an executive summary? And do you really need one?

3 Executive Summary Examples + Tips to Write Your Own:

What is an executive summary, 3 executive summary examples, how long should an executive summary be, parts of an executive summary.

Frequently Asked Questions

An executive summary is an overview of a certain document, often a summary of a full business plan. The length of your executive summary and what you should include will change depending on how you're using it, your industry, and the type of work you do. They're typically no more than 1–2 pages long and will give the reader all the most important information they need to make a decision about whether or not they want to partner with you.

Executive summaries aren't written in stone. Instead, they're living documents, which means that you can — and should — change them as your business grows and changes. For influencers and creators , this might mean keeping your social media metrics up-to-date and updating your competitors, niches you work with, and the services you offer.

Time is a limited and valuable resource. If you want the right people to use their precious time to learn more about you, you need to make it easy for them. Your executive summary should be comprehensive enough to cover all the pertinent information the reader will need to make a decision about you while staying within 1–2 pages (preferably just a single page).

Here are three executive summary examples and executive summary templates you can use to create your own.

Executive Summary Example #1

This executive summary is built around the launch of a new product — a new watch series. The summary starts off with two interesting statistics that are designed to keep the reader engaged and reading. In fact, this summary includes several statistics, showing that they've done their research into the need for a new watch series.

Executive Summary Example #1

Source: asana.com

Executive Summary Example #2

In this example, the company is seeking funding. As you can see, the purpose of the executive summary has changed the elements that are included and the order in which they're listed on the page.

Executive Summary Example #2

Source: slideshare.net

Executive Summary Example #3

This executive summary example is a bit longer than the others we've included. This might be overkill for most influencers and content creators, but we've included it here because if you're already running a successful membership site or subscription-based business , you might be looking for funding or a business loan to expand your business.

Executive Summary Example #3

Your executive summary should be as short and concise as possible. Remember, you're dealing with busy people with limited time to devote to learning about your brand and services. We recommend keeping your executive summary under two pages.

Parts of an Executive Summary

While there are no set guidelines for how your executive summary should be organized, there are certain details about your brand, products, and services that you'll want to be sure to cover. Here's the information we recommend including in your executive summary to ensure that you're including all the pertinent information your potential partners may need.

Details About Your Product or Service

Include details about your product or service along with the problem you solve. Don't worry, you don't need to offer a solution to poverty, you just need to solve a specific problem that your readers might need to solve. For influencers, this could mean sharing the benefits of partnering with you to promote a specific product (overlapping audiences, your engagement, previous influencer marketing campaign results, etc).

Description of Your Target Market

For influencers and content creators, the description of your target market varies slightly from what a brand seeking investors might include in this section. That's because your target market is probably the person who is reading your executive summary but their target audience is the one you should be considering. So, instead of describing your target market as brands in a certain industry seeking influencers, your target market for your executive summary will be whomever you can reach for the brand you're pitching.

Information About Your Competitors

Anybody who has a product or service to offer has competitors. Briefly share what it is that your competitors offer and how you differ from them. This is a great opportunity to really highlight what sets you apart from other influencers or creators.

Financial Overview

Most executive summaries will include a section about the company's finances. For influencers and creators, your readers probably aren't going to care how much money you've earned. Instead, they're going to want to know how much you've been able to bring in for the brands you represent. Here you'll want to highlight any monetary results as well as details about any improvements you've driven for traffic, engagement, referrals, and any other social media metric or other benchmark showing that you get results.

Details About Your Team

If you have a team or regularly partner with other influencers or creators, this is where you'll mention those details. Brands want to know who they're dealing with, so if you outsource any of your content creation, videography, photography, or social media posting, you'll want to share that information here.

Funding Needs

A lot of the time, businesses use their executive summary as a way to win over investors to fund them. For influencers and creators, this section will focus on what type of relationship you're looking for. If you have specific rates, share them here. If you offer packages or trade services for products , mention that too. This section is where you let the reader know how you expect to be compensated for the work you do for them.

Executive Summary Best Practices & Tips

Executive Summary Best Practices & Tips

Writing an executive summary can seem overwhelming if you have no experience with business writing or have never created a business plan. Here are some executive summary best practices and tips to help you work through creating a stellar executive summary that will have brands lining up to work with you.

Write Your Business Plan First

An executive summary is just that — a summary. It's the most important piece of your overall business plan. You may think that you don't need a business plan as an influencer or creator, but having one makes you look incredibly polished and professional. That's why we recommend writing your business plan and then using that plan to craft your executive summary.

Write an Engaging Introduction

Just like any content, your executive summary needs to grab the reader's attention and keep them engaged. The introduction to your executive summary should include a hook, something like an interesting statistic about your industry or niche, or maybe a compelling story. The introduction should be relevant to your products or services and industry as well as give readers insight into what they can expect from the rest of the summary.

Define the Problem You Can Solve

Clearly define the problem that you can solve for the brands you're pitching. What is the business need behind your product or services? What are they missing out on by not partnering with you? This is where you let your readers know that you understand their pain and can provide a solution.

Offer a Solution

Now that you've shown your reader that you understand their pain and illustrated how their business is limited without you, it's time to offer a solution. This is the "dream state," what their business can achieve with your help.

Provide Proof

It's time to sell yourself. Let your readers know that you know what you're doing. In this section, you'll include social proof as well as hard results and statistics showing how your previous partners have benefited from your work.

Close With a Call to Action

You should always let people know what their next steps should be. If you don't, they're not going to do anything at all. At the end of your executive summary, tell the reader what to do next. This can be really simple: "If you're ready to drive traffic and increase sales with influencer marketing , let's talk!" along with your contact information.

Set the Tone

The tone you used when writing your executive summary will vary depending on your audience. This requires some research into the brands you're pitching. If you're writing for corporate brands that are more conservative and straightlaced, you'll want to use more professional language. For brands that are more quirky and fun, your executive summary will be more lighthearted. This isn't a terms and conditions page, so be sure to use personal pronouns like "I," "we," and "our" instead of stuffy references to "the Company" and "the Client."

Steer Clear of Jargon and Buzzwords

Use language that is clear, concise, and free from jargon or buzzwords. While you'll be writing for a specific audience, it's important to write in a way that is easy to understand by anyone. Again, research comes into play here. If the brands you're approaching all use the same verbiage, you should absolutely use that language in your executive summary. This sends a signal to the brands that you understand their industry and market. Don't assume that they know the lingo you use as an influencer or creator, however.

Keep It Clear and Concise

As you can see in the executive summary examples we've compiled, your executive summary should be clear and concise while conveying all of the information your reader needs. Don't include more detail than necessary to convey your value and success, and steer clear from listing specific tasks and due dates.

In addition to being clear and concise, your executive summary should be able to exist unsupported. This means that your reader should be able to get all the information they need to make a decision. If they want additional information, they'll ask you for it.

Organize, Edit, and Proofread

Organize your executive summary in a logical manner (take a look at the executive summary examples above for guidance). You'll want to put the most important and salient elements at the beginning of the document. When you're done writing, be sure to edit and proofread your executive summary before sending it off to anyone. We recommend asking a peer or mentor to review it.

Executive Summary: An Important Piece to Any Business Plan

An executive summary is a great way to not only refine your own vision of where you want to go with your business but to share that information with brands you're seeking to partner with. It's a quick and easy way to share the information that matters and with the executive summary examples we've included here, you have everything you need to create your own executive summary that will win you deals.

Why do I need an executive summary?

Executive summaries provide an easy-to-consume snapshot of your products and services that investors or potential partners can review quickly and make a decision. It might be the only information a prospective partner reads about you before they make a decision.

How long should my executive summary be?

Your executive summary should be as short and concise as possible while still conveying all the important information the reader needs to make a decision. There are no universally accepted guidelines, but we recommend keeping your executive summary limited to 1–2 pages.

What should I include in my executive summary?

Your executive summary will likely include: - An introduction - Details about your product or service - A description of your target market - Information about your competitors - A financial overview - Details about your team - Your funding needs

How can I make my executive summary interesting?

Here are tips to keeping readers engaged in your executive summary: 1. Write an engaging introduction 2. Define the problem 3. Offer a solution 4. Provide proof 5. Include a call-to-action

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Executive Summary Example for an Effective Business Plan

woman making a business presentation

An executive summary lets readers know what your business plan is all about. Before they read through your reports, data, and projections, prospective investors or partners can learn more about the company and its place in the market. A well-written executive summary can transform a business plan into reality.

Elements of an Executive Summary

Effective executive summaries for business plans convince potential investors that the company is viable. Business writing is different from academic writing , so be sure that you know the difference. The executive summary should be no longer than one or two pages.

It should include:

The order of your executive summary should match the order of the rest of your business plan. If you are planning on manufacturing products, include a Products and Services section in the summary as well. Provide as much information as possible in a concise, organized document.

Example of a Startup Executive Summary

The best startup executive summary example is friendly yet formal. It invites the reader to become involved in a very exciting opportunity. Here is an example of an executive summary for a neighborhood tutoring center.

Gradvisors The mission of Gradvisors is to empower the next generation of students with the next generation of teachers. Overview Gradvisors began as a campus tutoring service at Henley High School. It was founded by Sarah McKellan and Rogelio Cruz after they completed their teaching credentials at the University of Washington. Gradvisors moved off campus and into their first location at 1874 Andersen Road on September 16 of this year. Here, Gradvisors has been able to serve the greater Santa Fe community. The Problem Although the country’s average high school graduation rate has risen to 84% in the last few years, Sante Fe schools continue to fall. According to USA Today, Santa Fe’s graduation rate is 68.6%, with only 41.7% of adults holding a high school degree. Additionally, the crime rate in Santa Fe has increased by 15.47% in the last year. Currently, there are only two places for middle and high schools to work on their homework after school: the YMCA and the Boys and Girls’ Clubs, neither of which employ full-time tutors. The Solution Gradvisors provides a place for low-performing students to work on their homework after school. The tutors at Gradvisors are students who have graduated from local schools and are currently in their college or post-graduate studies. By placing recent graduates in tutoring positions, Gradvisors aspires to begin a cycle of mentorship that improves Santa Fe’s graduation rates overall. Our Target Market Gradvisors hopes to serve middle and high schoolers who are underperforming in school, particularly those who have had encounters with law enforcement. Ideally, these students will bring their friends to the center as well. The ultimate goal is to tutor these students through graduation and bring them back as mentor tutors. Keys to Success Gradvisors is new to the Santa Fe community, but we have several advantages that are sure to lead to success. Central location to three public high schools and two middle schools Social media marketing campaign Partnership with local school administration for student recommendations Investments from Santa Fe businesses and colleges Tutors earn work experience and professional hours rather than financial compensation, lowering overhead costs Limited competition in the area Steps Forward Thanks to several grants and investments, Gradvisors has been able to serve 56 students in the last school year. We hope to reach more students and expand our tutor base in the coming year. In three years’ time, we plan to meet our costs with additional funding from investments and minimal subscription costs from students. Opportunities for Investment Currently, Gradvisors is looking for investment partners from Santa Fe business owners who care about the future of our city. We expect both a financial and educational return on investment within the calendar year. Investing in the future of a child is, ultimately, the greatest investment of all.

Want to write an executive summary with the same outline? Click below to use a printable template that will format the summary of your business plan. You can also take a look at even more examples of real-world executive summaries .

full executive summary example

Executive summary

Tips for writing an executive summary.

Need some pointers for writing your own executive summary? You’re more ready than you think. Use your business expertise and passion as your guide, with the following tips in mind:

An executive summary gets readers to turn the page. However, only a full business plan will get them to invest, partner, or give you a loan. Be sure that the rest of your plan is as thorough as your summary promises.

More Business Resources

Now that your business is ready to show the world, it’s time to get writing! If you’d like more tips on the rest of your plan, check out these strategies for writing a great proposal . You can also view dynamic examples of purpose statements to craft the perfect executive summary.

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COMMENTS

  1. Business Plan Executive Summary Example & Template

    A business plan is a document that you create that outlines your company's objectives and how you plan to meet those objectives. Every business plan has key sections such as management...

  2. How to write an executive summary, with examples

    1. Start with the problem or need the project is solving. At the beginning of your executive summary, start by explaining why this document (and the project it represents) matter. Take some time to outline what the problem is, including any research or customer feedback you've gotten.

  3. Layer Farming Business Plan [Sample Template for 2022]

    Layers are chickens that are specifically raised for the purpose of laying eggs - commercial egg production. Layer poultry farming means raising egg laying poultry birds for the purpose of commercial egg production. Layer chickens are a special species of hen which need to be raised from when they are one day old.

  4. How To Write an Executive Summary With Example

    The executive summary should contain all of the important information about your business, such as: Business name Business location Your mission as a company A history of the company Management and advisors Services or products offered The market for your offerings Your business's competitive advantages Your financial projections

  5. Executive Summary of the Business Plan

    A typical executive summary for a startup company includes the following sections: The business opportunity. Describe the need or the opportunity. Taking advantage of the opportunity. Explain how will your business will serve the market. The target market. Describe the customer base you will be targeting. Business model.

  6. How to Write an Executive Summary (Best Format)

    You can find this same information in our free executive summary template: Introduction, be sure to know your audience. Table of contents in the form of a bulleted list. Explain the company's role and identify strengths. Explain the need, or the problem, and its importance. Recommend a solution and explain its value.

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

    2. Do your research. An executive summary, while short, should include plenty of research. For example, your summary will include financial considerations and a competitor analysis. While your business plan will flesh out the details, it's important to include your key findings in your executive summary. Think of this like an elevator pitch.

  8. Business Plan Executive Summary [Sample Template for 2022]

    Your business plan executive summary must provide brief information on the following areas of your business; The target market: it has to describe the type of customers you will be targeting. Business model: it should describe your products or services and what will make them appealing to the target market.

  9. How to Write an Executive Summary in 6 Steps

    Once it's written, go back in and remove any unnecessary information. Remember, you should only be including the highlights—you have the rest of your business plan to go into more detail. The ...

  10. 9+ Business Plan Executive Summary Examples

    9+ Business Plan Executive Summary Examples - PDF. An executive summary is a section in a document that presents the highlights of the discussed topics. Th executive summary simplifies the discussions as well as state the purpose of the document. It is basically the summary of the entire document that is intended to encourage the reader/s to ...

  11. Business Plan Executive Summary: The Exhaustive Guide

    Keep reading for insider tips from a professional business writer on how exactly to write a captivating executive summary that will maximize the impact and success of your business plan.. You'll discover: Why: Critical importance of an executive summary What: The key elements you need to include How: The best structure—length, layout and components

  12. Poultry Farming Executive Summary inc. Template & Sample

    What is a poultry farming executive summary? It's your investment pitch. The place where you summarise the nature and bent of your planned enterprise, Detailing its investment profile in a nutshell for an investor of ANY background to understand. Importance of an executive summary

  13. Why the Executive Summary is a Critical Part of Your Business Plan

    The executive summary is the first part of your complete business plan that someone will read, so it needs to be compelling in order to convince someone to read the whole thing. But here's the catch: 55% of people spend less than 15 seconds actively reading content, based on data published in Time Magazine. This means the limited window of ...

  14. How to Write an Executive Summary For a Business Plan ...

    1) Complete the rest of your business plan. Your executive summary provides highlights of each section of your business plan. As such, you need to first write those sections. Then, read each section and figure out what information from each must be included in the executive summary.

  15. How to Write an Executive Summary

    Write the executive summary. Go through your business plan and identify critical points to include in your executive summary. Touch on each business plan key point concisely but comprehensively ...

  16. First Steps: Writing the Executive Summary of Your Business Plan

    The executive summary has to perform a host of jobs. First and foremost, it should grab the reader's attention. It has to briefly hit the high points of your plan. It should point readers with ...

  17. Financial Planning Business Plan

    Executive Summary Opportunity Problem There are people in the Portland Oregon who are in need of investing advice, and those that are in need of estate planning help. Solution Grizzly Bear Financial Managers is a comprehensive financial planning and estate planning consultancy.

  18. Sample Business Plan Executive Summary:

    An executive summary contains the summary of the key points of your business plan. In fact, in it you should restate the purpose of the plan, the highlight of the major points, and describe the results, conclusions, or recommendations from the body of the business plan. Sample Business Plan Executive Summary:

  19. Executive Summary Examples & Tips to Write Your Own

    Write Your Business Plan First. An executive summary is just that — a summary. It's the most important piece of your overall business plan. You may think that you don't need a business plan as an influencer or creator, but having one makes you look incredibly polished and professional. That's why we recommend writing your business plan and ...

  20. Executive Summary Example for an Effective Business Plan

    The executive summary should be no longer than one or two pages. It should include: The company's mission statement and/or vision statement. Information about the company's owners. An outline of your business model. The target market. The competition and what sets you apart. Your sales strategies and campaigns.