How to write an executive summary

tutorial, guidance notes, and examples

What is an executive summary?

Business reports often have an introductory section called an ‘executive summary’. This is a self-contained part of the total document – sometimes known as a ‘management summary’.

Executive SummaryIts purpose is to summarise the most important points expressed in the main document. It will usually contain brief statements regarding proposed actions, background information to the document, concise statistics or factual evidence, and principal conclusions.

The summary is usually placed at the beginning of the report or proposal. It might be printed as a separate document and circulated either along with or separately from the main report or proposal.

An executive summary is often written for an audience of senior managers, important decision-makers, potential customers, or committee members. In some cases it might also be circulated to members of the public – to demonstrate the effectiveness and proper conduct of the organisation.

It is a summary available for people who might not have time or may not need to read the entire report. But they might need to know its main points or recommendations, in order to participate in some decision-making process.

The audience for an executive summary might also include members of the public or employees of another organisation – for instance in cases where you might be applying for a grant or offering a product or service.


How is it different to an abstract?

An executive summary is different to the ‘abstract’ of a document – in that an abstract is normally a neutral précis of the whole document. The purpose of an abstract is to give readers an outline of the subject, so that they can decide whether to read the whole document or not.

An executive summary on the other hand normally contains concrete proposals for further action, and the evidence on which these decisions will be taken. It contains within it, even if by implication, calls to action.

It has its own separate heading, and is often constructed so that it can be detached from the main document if necessary.


The structure of an executive summary

The executive summary might even begin with its conclusions! This can act as a sort of a summary of the summary.

For example, in a feasibility report, the executive summary would contain a statement about the main findings of the report, and its recommendations. What follows might be the arguments or the evidence upon which these decision have been taken.

That level of detail is used by those who have a significant responsibility in the decision-making and the implementation of the project.

An executive summary should occupy only one or two pages of text maximum. If it goes on much longer than that, it ceases to be a summary and loses its purpose.

It might normally include an introductory statement, a summary of the findings, and a conclusion containing recommendations or action points. In some cases, its structure might usefully echo that of the main document. You should use clear sub-headings to make the structure clear.

Here is an example of an executive summary which is part of a feasibility report on ‘Setting Up a Company Website’.

Executive Summary

Findings so far

From the responses I have received so far, we already have the following information:

  • key benefits we would derive from a company Website
  • key issues to be addressed before developing the site

Decisions to be made

We need to be able to make the following decisions at the meeting arranged for Friday 2 June.

  • establish the benefits of a company Website
  • identify any key issues which must be addressed
  • identify any possible solutions to potential problems
  • estimate approximate costs for design and maintenance
  • agree on the next stage of the project

Key benefits

We have already established the following key benefits of introducing a company Website:

  • identify new products
  • establish new contacts
  • provide a 24 hour information service for Sales staff
  • provide an effective sales support system
  • widen the audience for our products
  • allow customers to sample our products

Writing the executive summary

If you have written the complete version of the report, your task is simply to make a digest of the full document. For this you will require good summarizing skills.

For a long report, you should make a summary of each section using just a few sentences – then if necessary, reduce these even further, or list them as short bullet points.

Readers can absorb complex data more easily if it is translated into diagrams or ‘information graphics’. Use tables, pie charts, and graphs in which trends and statistics can be seen clearly, without specialist knowledge.

The executive summary should contain less jargon than the full report. That’s because there might be non-specialists involved in the decision-making process. In some cases the executive summary might be something intended for a public audience – such as the summary of a charity’s annual report, demonstrating how it had spent last year’s money, and what its priorities are for the coming year.

The executive summary is written last – after the full formal report has been completed. Yet paradoxically, it comes first when the full contents are assembled for consideration – either as a PowerPoint presentation or in the form of a printed booklet.


The structure of an executive summary

The structure or the sequence headings in your executive summary can follow the same sequence as in the main document or report – with one exception. The conclusions of an executive summary come first, whereas in the main report they are likely to come at the end, followed only by appendices and bibliographies.


Sample summary structure

This is an example of an executive summary in abbreviated form, so as to reveal more effectively its structure. It comes from an imaginary report into a proposal to build a new vehicle access road into an airport.

Conclusions

Manchester Airport Authority (MAA) recommends that its proposal for the new vehicle access road be accepted in the recently modified format dated 12 June 2012.

Consultation with the government’s transport select committee over shared funding of this project will continue, but should not be allowed to delay the commencement of building in March 2014.

Responsibility for the management of the project will rest with RoadBuild Projects Ltd, answerable to the Department of Transport and Greater Manchester Transport Executive

Evidence from Transport Select Committee

This is summarised in Appendix A of the full report.

Evidence from public enquiry

This is summarised in Appendix B of the full report.

Environmental factors

The two principal environmental concerns raised during the consultation period have been related to traffic density on the new approach road and loss of greenfield sites.

It is estimated that building the new approach road will result in a 50% rise in traffic density on a daily basis on the western approach to the airport. This will require considerable expansion in both parking facilities and modifications in existing roads to maintain traffic flow.

Compensation costs for greenfield site acquisition have been built into the project budget, and wherever possible existing brownfield sites have been designated for any expansion of parking facilities.

Costings

These are shown in Table II of the full report.

Building schedule

This is given in Appendix C of the full report.


The writer’s responsibilities

In order to produce the executive summary, you need to have a very clear understanding of the document as a whole. You will also need to know exactly what conclusions can be drawn from it, and the nature of any decision which are to be taken.

If you have only been actively engaged in a part or only one aspect of the whole process with which the report deals, you will need to check with the ‘core participants’ that your understanding of the details is complete and correct.

For instance, you might be given the responsibility for preparing an executive summary simply as a secretarial task. You might not have attended crucial decision-making meetings or done any of the original research with which the report deals. In such cases you should prepare the summary in close liaison with the principal figures associated with the report.

These might be a managing director, a lead researcher, or the chair and secretary of a committee.

© Roy Johnson 2012


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One Response to “How to write an executive summary”

  1. i found this piece very useful as i am in the process of writing an executive summary for a case study for my group. thanks for being of help.

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