It should enable the reader to see at a glance your organisation’s core capabilities, strengths, past achievements, and strategic focus and direction, as well as provide an explanation of how these factors set your business apart.
An executive summary should explain succinctly why you wrote the report, emphasise your conclusions and recommendations, and include the essential information used to support those conclusions.
It's important readers like investors and lenders can grasp this information quickly and are encouraged to read on.
In other words, your executive summary should be able to be read as a separate, standalone document, communicating the whole story independently of the full business plan.
What to include in an executive summary
Think of your executive summary as an introduction to your business. Include:
- your mission statement
- company information and management team
- growth highlights
- financial information
- The market and your customer
- market opportunity
- marketing and sales
- competition and your competitive advantage
- business operations
- financial projections and plans
- summary of future plans.