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Readers decide in a matter of seconds whether they should keep reading!

Kramer from Seinfeld tells Elaine, 'You just blew my mind.'

Keep them hooked with a killer executive summary! An executive summary is a short document that summarizes longer reports (such as a full business plan or a project proposal).

What's The Point?

You've spent lots of time thoroughly crafting that proposal, pitch, or report. An executive summary is simply the next step in the process!

Ross from Friends says, 'Why, why would you do that?'

We promise it's worth the effort!

If you're submitting work to decision-makers they may not have time to read the whole document.

This is your elevator-pitch. A chance to:

  • make a good first impression

  • provide them with the highlights

  • demonstrate that you know your stuff

Ross from Friends claps.

What Should I Include?

An effective executive summary includes:

  • Objective — What is the problem you're solving or product you're pitching?

  • Target market — Who are the stakeholders?

  • Competitive landscape — Are there any competitors? How do you stack up?

  • Opportunities — What benefits will your plan bring?

  • Risks — Be upfront about foreseeable risks and possible solutions.

  • Conclusion — Tie up loose ends and end on a positive note.

A woman says, 'I can do this!'

Did you know?

Rumie is a nonprofit community dedicated to making innovative learning free for everyone.

How Can I Make It Great?

To make your executive summary really shine:

  • Write it last — You're simply boiling down your original document to its most important highlights.

  • Hook your reader — Start with an interesting statistic or thought-provoking question.

  • Make it a stand-alone document — A reader can go to the full document for more details if they wish but they shouldn't be required to.

Rory Gilmore says, 'Well, that makes sense.'

Quiz

Margie is writing an executive summary for a product proposal. What should she be sure to include?

Take Action

Liz Lemon says, 'Let's do this.'

An executive summary will take your next proposal, pitch, or report to the next level! To get started:

License:

This Byte has been authored by

AB

Aneesa Bacchus

Recruitment Partner

DO

David Oh

Recruitment Partner

lb

lou bennett

Senior Recruitment Advisor

DM

Danielle Moore

Advisor, Ethics & Conduct Office

LB

Liz Bozek

Director, Estate Planning

ES

Elodie Sourou

Senior Audit Manager, Learning & Branding

NB

Natalie Bisset

Director BMO Innovation Fund

English

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