How to make an executive summary template.
Sharing important info with stakeholders is even easier with a smart summary template.
Your executive summary has to do a lot of heavy lifting. It has to get all your high-level stakeholders up to speed, plus give them the information they need to succeed in just a page or two. This is where executive summary templates come in handy.
Templates give your summaries structure, and they can save you some time in the long run, too. So the next time you’re writing one, take a couple of minutes to follow these steps and create your own executive summary template.
Draft an outline.
The first step to creating an effective executive summary outline is thinking about when you’ll use it. For example, the information you include on a business case summary is different from what you’d put on a market survey summary.
Start drafting an outline of what you usually include in your executive summaries. Here are some ideas to get you started:
- State a problem.
- Recommend solutions.
- Outline potential risks.
Play around with your template until it has a structure that meets your or your business’s specific needs.
Save your template.
When you complete your draft, save it to your template. Additionally, you should save your executive summary template in a few different file formats, including PDF, so that it’s easy to share or even to collect digital signatures.
Also, store your templates in a place you frequently visit, like your computer desktop or the cloud. This way, your templates will always be on hand and ready to go.