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How To Write A High-Impact Executive Summary

By Derek Jansen | January 2018

exec summary is your first impression

In this post, I’ll deconstruct the often-misunderstood executive summary and show you how to develop a high-impact executive summary for your assignment, research report or even your dissertation or thesis.

So, what is an executive summary?

An executive summary (sometimes called an abstract ) is quite simply a summary of summaries. In other words, an executive summary provides a concise summary of each of your assignment or report chapters/sections . More specifically, it should communicate the key points/insights/findings/suggestions from the following chapters:

  • Introduction
  • Recommendations
  • Implementation (if applicable)
  • Reflection (if applicable)

I’ll discuss which key points from each section need to be addressed a bit later. On a separate note – if you’re writing an executive summary for a dissertation or thesis, all of the concepts described in this post will still apply to you, however, you’ll include an additional paragraph about your methodology, and you’ll likely spend more word count discussing your analysis findings.

The 4 Important Attributes Of An Exec Summary

Before I discuss what goes into the executive summary, let’s quickly look at 4 attributes that make for a strong executive summary:

#1 – It should be able to stand alone.

The executive summary should be able to stand independently as an informative document . In other words, the reader should be able to grasp your broad argument without having to read the full document. Further reading should be purely for attaining more detail. Simply put, the executive summary should be a “Mini-Me” of the assignment.

This independence means that anything you write in the executive summary will need to be re-stated in the body of your assignment. A common mistake that students make is to introduce key points in the executive summary and then not discuss them again in the document – accordingly, the marker must view the main document as missing these key points. Simply put – make sure you discuss key points in both the executive summary and the main body . It will feel repetitive at times – this is normal.

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#2 – It should be written for the intelligent layman.

When crafting your executive summary, its useful to keep the intelligent layman front of mind. What I mean by this is that you should write your summary assuming that your reader (i.e. the marker) will be intelligent but won’t be familiar with your topic and/or industry. This means that you should explain any technical concepts, avoid jargon and explain acronyms before using them.

#3 – It should be concise.

Typically, your executive summary should be a one-pager (one and a half pages at worst). To summarise a 3000 – 5000-word document into one page is no easy task, so you’ll need to:

  • Present only the most important information (key insights, recommendations, etc).
  • Write concisely – i.e. with brevity and completeness.

To the first point, I’ll explain what the “most important” information is for each chapter shortly. To the second point (writing concisely), there are various ways to do this, including:

  • Using simple, straightforward language.
  • Using the active voice.
  • Removing bloaty adverbs and adjectives.
  • Reducing prepositional phrases.
  • Avoiding noun strings.

Does this sound like gibberish to you? Don’t worry! The Writing Center at the University of Wisconson-Madison provides a practical guide to writing more concisely, which you can download here.

On a related note, you typically would not include headings, citations or bulleted/numbered lists in your executive summary. These visual components tend to use a lot of space, which comes at a premium, as you know.

#4 – It should be written last.

Given that your executive summary is a summary of summaries, it needs to be written last , only once you’ve identified all your key insights, recommendations and so on. This probably sounds obvious, but many students start writing the summary first (potentially because of its position in the document) and then end up re-writing it multiple times, or they don’t rewrite it and consequently end up with an executive summary which is misaligned with the main document.

Simply put, you should leave this section until everything else is completed. Once your core body content is completed, you should read through the entire document again and create a bullet-point list of all the key points . From this list, you should then craft your executive summary . The approach will also help you identify gaps, contradictions and misalignments in your main document.

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So, what goes into an executive summary?

Right, let’s get into the meat of it and consider what exactly should go into your executive summary. As I’ve mentioned, you need to present only the absolutely key point points from each of your chapters, but what does this mean exactly?

Each chapter will typically take the form of 1 paragraph (with no headings) in your executive summary. So, 5 chapters means 5 paragraphs. Naturally, some will be longer than others (let this be informed by the mark allocation), but assuming one page contains 500 words, you’re aiming for roughly 100 words per paragraph (assuming a 5-paragraph structure). See why conciseness is key!

Now, let’s look at what the key points are for each chapter in the case of a typical MBA assignment or report. In the case of a dissertation or thesis, the paragraph structure would still mimic the chapter structure – you’d just have more chapters, and therefore, more paragraphs.

Paragraph 1: Introduction

This paragraph should cover the following points:

  • A very brief explanation of the business (what does it do, for whom and where?).
  • Clear identification and explanation of the problem or opportunity that will be the focus of the assignment/report.
  • A clear statement of the purpose of the assignment (i.e. what research questions will you seek to answer?).
  • Brief mention of what data sources were utilised (i.e. secondary research) and any fieldwork undertaken (i.e. primary research ).

In other words, your first paragraph should introduce the business, the problem/opportunity to be addressed, why it’s important, and how you approached your analysis. This paragraph should make it clear to the reader what the assignment is all about at a broad level. Here’s a practical example:

This assignment focuses on ABC Ltd, a XXX business based in XXX, which provides XXX to XXX customers. To date, the firm has relied almost exclusively on XXX marketing channel. Consequently, ABC Ltd has little understanding of consumer segments, wants, and needs. This marketing channel is now under regulatory threat due to XXX.  The core challenge, therefore, is that whilst ABC Ltd seeks to grow its market share, it has little understanding of its market characteristics or competitive set, and its sole marketing channel under regulatory threat. Accordingly, the objective of this assignment is XXX. The assignment draws on survey, interview, and industry data.

Paragraph 2: Analysis and findings

In this paragraph, you should discuss the following:

  • What exactly did you analyse? For example, you might have analysed the macro context (i.e. PESTLE analysis), followed by the meso (i.e. competitor or industry analysis) and then the micro (i.e. internal organisational analysis).
  • What were your key findings in relation to the purpose of the assignment? For example, you may have identified 4 potential causes of a problem and would then state them.

In other words, your second paragraph should concisely explain what you analysed and what your main findings were . An example of this:

Segmentation analysis, consisting of macro, industry and firm-level analyses, revealed a strong segmentation variable in the form of XXX, with distinct needs in each segment. Macro analysis revealed XXX, while industry and firm-level analyses suggested XXX. Subsequently, three potential target segments were established, namely XXX, XXX and XXX.  These were then evaluated using the Directional Policy Matrix, and the results indicated XXX.

From a presentation perspective, you might structure this section as:

  • Analysis 1, findings from analysis 1.
  • Analysis 2, findings from analysis 2.
  • Analysis 3, findings from analysis 3.

Importantly, you should only discuss the findings that are directly linked to the research questions (i.e. the purpose of the assignment) – don’t digress into interesting but less relevant findings. Given that the analysis chapter typically counts for a large proportion of marks, you could viably write 2-3 paragraphs for this. Be guided by the mark allocation.

Lastly, you should ensure that the findings you present here align well with the recommendations you’ll make in the next paragraph. Think about what your recommendations are, and, if necessary, reverse engineer this paragraph to create a strong link and logical flow from analysis to recommendations.

exec summary components

Paragraph 3: Recommendations

With the key findings from your analysis presented in the preceding paragraph, you should now discuss the following:

  • What are your key recommendations?
  • How do these solve the problems you found in your analysis?
  • Were there any further conclusions?

Simply put, this paragraph (or two) should present the main recommendations and justify their use (i.e. explain how they resolve the key issue). As mentioned before, it’s critically important that your recommendations tightly align with (and resolve) the key issues that you identified in the analysis. An example:

Based on the Directional Policy Matrix analysis, it is recommended that the firm target XXX segment, because of XXX. On this basis, a positioning of XXX is proposed, as this aligns with the segment’s key needs. Furthermore, a provisional high-level marketing mix is proposed. The key aspects of the marketing mix include XXX, XXX and XXX, as these align with the firm’s positioning of XXX. By adopting these recommendations, the key issue of XXX will be resolved.

Also, note that (typically) the tone changes from past to present tense when you get to the recommendations section.

Paragraph 4: Implementation

If your assignment brief requires an implementation/project plan-type section, this paragraph will typically include the following points:

  • Time requirements (how long will it take?)
  • People requirements (what skills are needed and where do you find them?)
  • Money requirements (what budget is required?)
  • How will the project or change be managed? (i.e. project management plan)
  • What risks exist and how will these be managed?

Depending on what level of detail is required by your assignment brief, you may need to present more, less or other details in this section. As always, be guided by the assignment brief.

A practical example:

A high-level implementation plan is proposed, including a stakeholder analysis, project plan and business case. Resource requirements are presented, detailing XXX, XXX and XXX requirements. A risk analysis is presented, revealing key risks including XXX, XXX and XXX. Risk management solutions are proposed, including XXX and XXX.  

how to write an executive summary for a dissertation

Paragraph 5: Reflection

As with the implementation chapter, the need for a reflection chapter/section will vary between assignments and universities. If your assignment has this requirement, it’s typically good to cover the following points:

  • What were your key learnings? What were your ah-ha moments?
  • What has changed in the real world as a consequence of these learnings? I.e. how has your actual behaviour and approach to “X” changed, if any?
  • What are the benefits and/or disadvantages of this change, if any?

This section is very personal, and so each person’s reflections will be different. Don’t take the above points as gospel.

Time to test it out.

Once you’ve written up your executive summary and feel confident that it’s in good shape, it’s time to test it out on an unsuspecting intelligent layman. This is a critically important step, since you, as the writer, are simply too close to the work to judge whether it all makes sense to a first-time reader. In fact, you are the least suitable person on the planet!

So, find someone who is not familiar with your assignment topic (and ideally, not familiar with your industry), and ask them to have a read through your executive summary. Friends and family will usually tell you its great, regardless of the quality, so you need to test them on their understanding. Do this by asking them to give the details back to you in their own words. Poke and prod – can they tell you what the key issues and recommendations were (in their own words!). You’ll quickly spot the gaps this way, and be able to flesh out any weak areas.

  Wrapping up.

In this post, I’ve discussed how to write the all too often undercooked executive summary. I’ve discussed some important attributes of a strong executive summary, as well as the contents that typically go into it. To recap on the key points:

The key attributes of a high-impact executive summary:

  • It should be able to stand alone.
  • It should be written for the intelligent layman.
  • It should be concise.
  • It should be written last.

The key contents of a high-impact executive summary:

Each paragraph should cover a chapter from the document. For example, In the case of a typical assignment, it would be something like:

  • Summary of the introduction chapter.
  • Summary of the analysis chapter.
  • Summary of the recommendations and/or conclusions chapter.
  • Depending – summary of the implementation and reflection.

Lastly, don’t forget to test out your executive summary on an unsuspecting layman or two. This is probably the most important step of them all!

If you have any questions or suggestions, we’d love to hear from you. Please get in touch here or leave a comment below.

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Quantitative results chapter in a dissertation

Thanks so much for your methodical process and explanation of Executive Summary. It is exactly what I was researching for.

Regards Saane

Derek Jansen

It’s a pleasure!

kemba franklyn

This was really helpful with how to structure my assignment.

Peter Neba

Thank you so much for the step by step process. It’s so helpful for beginners like me.

Anna H. Smith

Great! This post is very informative and gives clear guidance on to write an executive summary. Thanks very much for sharing this information, it’s very helpful.

Derek Jansen

Thanks for the feedback, Anna. Best of luck with your writing 🙂

Sheldon

Thank you for the great article, really helped explain what was needed.

Sandy

Great insight and tips . Thanks

Ruhi

Thank you so much for sharing this. It was exactly what I was looking for.

Thank you for your help

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Organizing Your Social Sciences Research Paper

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  • Purpose of Guide
  • Design Flaws to Avoid
  • Independent and Dependent Variables
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  • Broadening a Topic Idea
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An executive summary is a thorough overview of a research report or other type of document that synthesizes key points for its readers, saving them time and preparing them to understand the study's overall content. It is a separate, stand-alone document of sufficient detail and clarity to ensure that the reader can completely understand the contents of the main research study. An executive summary can be anywhere from 1-10 pages long depending on the length of the report, or it can be the summary of more than one document [e.g., papers submitted for a group project].

Bailey, Edward, P. The Plain English Approach to Business Writing . (New York: Oxford University Press, 1997), p. 73-80 Todorovic, Zelimir William and Marietta Wolczacka Frye. “Writing Effective Executive Summaries: An Interdisciplinary Examination.” In United States Association for Small Business and Entrepreneurship. Conference Proceedings . (Decatur, IL: United States Association for Small Business and Entrepreneurship, 2009): pp. 662-691.

Importance of a Good Executive Summary

Although an executive summary is similar to an abstract in that they both summarize the contents of a research study, there are several key differences. With research abstracts, the author's recommendations are rarely included, or if they are, they are implicit rather than explicit. Recommendations are generally not stated in academic abstracts because scholars operate in a discursive environment, where debates, discussions, and dialogs are meant to precede the implementation of any new research findings. The conceptual nature of much academic writing also means that recommendations arising from the findings are distributed widely and not easily or usefully encapsulated. Executive summaries are used mainly when a research study has been developed for an organizational partner, funding entity, or other external group that participated in the research . In such cases, the research report and executive summary are often written for policy makers outside of academe, while abstracts are written for the academic community. Professors, therefore, assign the writing of executive summaries so students can practice synthesizing and writing about the contents of comprehensive research studies for external stakeholder groups.

When preparing to write, keep in mind that:

  • An executive summary is not an abstract.
  • An executive summary is not an introduction.
  • An executive summary is not a preface.
  • An executive summary is not a random collection of highlights.

Christensen, Jay. Executive Summaries Complete The Report. California State University Northridge; Clayton, John. "Writing an Executive Summary that Means Business." Harvard Management Communication Letter (July 2003): 2-4; Keller, Chuck. "Stay Healthy with a Winning Executive Summary." Technical Communication 41 (1994): 511-517; Murphy, Herta A., Herbert W. Hildebrandt, and Jane P. Thomas. Effective Business Communications . New York: McGraw-Hill, 1997; Vassallo, Philip. "Executive Summaries: Where Less Really is More." ETC.: A Review of General Semantics 60 (Spring 2003): 83-90 .

Structure and Writing Style

Writing an Executive Summary

Read the Entire Document This may go without saying, but it is critically important that you read the entire research study thoroughly from start to finish before you begin to write the executive summary. Take notes as you go along, highlighting important statements of fact, key findings, and recommended courses of action. This will better prepare you for how to organize and summarize the study. Remember this is not a brief abstract of 300 words or less but, essentially, a mini-paper of your paper, with a focus on recommendations.

Isolate the Major Points Within the Original Document Choose which parts of the document are the most important to those who will read it. These points must be included within the executive summary in order to provide a thorough and complete explanation of what the document is trying to convey.

Separate the Main Sections Closely examine each section of the original document and discern the main differences in each. After you have a firm understanding about what each section offers in respect to the other sections, write a few sentences for each section describing the main ideas. Although the format may vary, the main sections of an executive summary likely will include the following:

  • An opening statement, with brief background information,
  • The purpose of research study,
  • Method of data gathering and analysis,
  • Overview of findings, and,
  • A description of each recommendation, accompanied by a justification. Note that the recommendations are sometimes quoted verbatim from the research study.

Combine the Information Use the information gathered to combine them into an executive summary that is no longer than 10% of the original document. Be concise! The purpose is to provide a brief explanation of the entire document with a focus on the recommendations that have emerged from your research. How you word this will likely differ depending on your audience and what they care about most. If necessary, selectively incorporate bullet points for emphasis and brevity. Re-read your Executive Summary After you've completed your executive summary, let it sit for a while before coming back to re-read it. Check to make sure that the summary will make sense as a separate document from the full research study. By taking some time before re-reading it, you allow yourself to see the summary with fresh, unbiased eyes.

Common Mistakes to Avoid

Length of the Executive Summary As a general rule, the correct length of an executive summary is that it meets the criteria of no more pages than 10% of the number of pages in the original document, with an upper limit of no more than ten pages [i.e., ten pages for a 100 page document]. This requirement keeps the document short enough to be read by your audience, but long enough to allow it to be a complete, stand-alone synopsis. Cutting and Pasting With the exception of specific recommendations made in the study, do not simply cut and paste whole sections of the original document into the executive summary. You should paraphrase information from the longer document. Avoid taking up space with excessive subtitles and lists, unless they are absolutely necessary for the reader to have a complete understanding of the original document. Consider the Audience Although unlikely to be required by your professor, there is the possibility that more than one executive summary will have to be written for a given document [e.g., one for policy-makers, one for private industry, one for philanthropists]. This may only necessitate the rewriting of the introduction and conclusion, but it could require rewriting the entire summary in order to fit the needs of the reader. If necessary, be sure to consider the types of audiences who may benefit from your study and make adjustments accordingly. Clarity in Writing One of the biggest mistakes you can make is related to the clarity of your executive summary. Always note that your audience [or audiences] are likely seeing your research study for the first time. The best way to avoid a disorganized or cluttered executive summary is to write it after the study is completed. Always follow the same strategies for proofreading that you would for any research paper. Use Strong and Positive Language Don’t weaken your executive summary with passive, imprecise language. The executive summary is a stand-alone document intended to convince the reader to make a decision concerning whether to implement the recommendations you make. Once convinced, it is assumed that the full document will provide the details needed to implement the recommendations. Although you should resist the temptation to pad your summary with pleas or biased statements, do pay particular attention to ensuring that a sense of urgency is created in the implications, recommendations, and conclusions presented in the executive summary. Be sure to target readers who are likely to implement the recommendations.

Bailey, Edward, P. The Plain English Approach to Business Writing . (New York: Oxford University Press, 1997), p. 73-80; Christensen, Jay. Executive Summaries Complete The Report. California State University Northridge; Executive Summaries. Writing@CSU. Colorado State University; Clayton, John. "Writing an Executive Summary That Means Business." Harvard Management Communication Letter , 2003; Executive Summary. University Writing Center. Texas A&M University;  Green, Duncan. Writing an Executive Summary.   Oxfam’s Research Guidelines series ; Guidelines for Writing an Executive Summary. Astia.org; Markowitz, Eric. How to Write an Executive Summary. Inc. Magazine, September, 15, 2010; Kawaski, Guy. The Art of the Executive Summary. "How to Change the World" blog; Keller, Chuck. "Stay Healthy with a Winning Executive Summary." Technical Communication 41 (1994): 511-517; The Report Abstract and Executive Summary. The Writing Lab and The OWL. Purdue University; Writing Executive Summaries. Effective Writing Center. University of Maryland; Kolin, Philip. Successful Writing at Work . 10th edition. (Boston, MA: Cengage Learning, 2013), p. 435-437; Moral, Mary. "Writing Recommendations and Executive Summaries." Keeping Good Companies 64 (June 2012): 274-278; Todorovic, Zelimir William and Marietta Wolczacka Frye. “Writing Effective Executive Summaries: An Interdisciplinary Examination.” In United States Association for Small Business and Entrepreneurship. Conference Proceedings . (Decatur, IL: United States Association for Small Business and Entrepreneurship, 2009): pp. 662-691.

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A Dissertation Executive Summary: What It Is and How to Make It

how to write an executive summary for a dissertation

Do you hear about a dissertation executive summary for the first time? Do you have to make one but have no clue what it is about? Then let us explain you something about executive summaries for dissertations.

Probably, you will be surprised, but a dissertation executive summary means the same as dissertation abstracts. And a dissertation abstract is just a brief summary of your project.

No matter how this part of a dissertation is called, we are going to provide you with necessary details so that you could complete it successfully.

The gist of a dissertation executive summary

You have two important missions when making a dissertation executive summary:

  • Briefly describe your project and its most important points;
  • Attract the reader and make him/her read your dissertation.

How long should a dissertation executive summary be?

It should be very brief and specific. As a rule, executive summaries do not exceed a 250-300 word limit.

When a dissertation executive summary should be written?

Better make it after the rest of your project is finished. Thus, you can be sure that none of the significant points will be missed in your dissertation executive summary.

What particular points should be included into a dissertation executive summary?

Make sure you include the following important points into your summary:

  • an introduction of your area of study and your topic;
  • a statement of the main argument of your project;
  • a few words about methodology and approaches used for researching and analyzing the topic.

Always keep in mind that you do not have too much space. Thus, do not include any excessive details, descriptions, quotations, etc.

If necessary, our writers can explain you several important things about writing a dissertation proposal as well.

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How to make a strong dissertation question, a thesis in information technology: where to start, thesis or dissertation appendix: free guidelines for you.

how to write an executive summary for a dissertation

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Common Assignments: Executive Summaries

Basics of executive summaries.

Executive summaries are common in the Walden MBA program, but they are also found as part of some government and business documents. As a student, you should complete an executive summary when specifically requested to do so. An executive summary is a comprehensive review of a larger document. For example, a 35-page report may begin with a single-page executive summary all of the main information in the longer report. Any findings, conclusions, recommendations, or other details that appear in the larger document must be touched on in the executive summary. Readers should be able to read the executive summary alone and have a complete understanding of the larger document in its entirety.

How to Write an Executive Summary

It is important to meet all length and content expectations, so be sure to review the specific directions for your assignment. Also remember that the executive summary can only be written after the full-length document is complete.

Tips for completing the executive summary from Walden University (2013) include:

  • List all of the main points in the same order in which they occur in the paper that you are summarizing.
  • Take each point and turn it into a sentence.
  • Add additional sentences to clarify or explain each point.
  • Add a short introduction and a short conclusion. Include the name of the article, report, etc. and the author(s) in the introduction.
  • Check grammar, spelling, and punctuation.
  • Check for plagiarism.
  • Read the summary slowly and carefully to make sure it covers all of the main points clearly, yet concisely. Also, check to be sure it is interesting. You want to catch your reader’s attention.
  • Set it aside. Let some time pass and read it again. Often, you will catch items that you did not see the first time.

For academic writing, be sure to include appropriate citations and a reference. This is typically not part of a business executive summary but should be included for purposes of this program.

Walden University. (2013). How to write an executive summary [Course handout]. https://class.waldenu.edu

Executive Summary Versus Abstract

Like an executive summary, an abstract is a short summary of a larger text. Both executive summaries and abstracts are meant to capture the main ideas, findings, and conclusions of a longer document.  Executive summaries, however, tend to include more details than abstracts. An abstract includes enough information for readers to decide if they want to read the full-length document. Executive summaries must include enough information for readers to understand the full-length document without reading it.

Another difference between executive summaries and abstracts are the fields where they are used. Generally, executive summaries are common in business and government, while abstracts are more common in academia and at Walden, especially when seeking publication in a professional journal.

Didn't find what you need? Email us at [email protected] .

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Dissertation: Writing an effective executive summary

One of the most difficult parts of writing a research dissertation is to produce a short effective summary of the total work..

Writing an abstract or an executive summary needs to strike a balance between being informative in sufficient detail, yet being brief to enable a quick appraisal of the work. This short podcast gives an overview on how to produce an executive summary for a report.

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Being asked to write an executive summary, whether for a policy paper, pamphlet, briefing paper or report, may be a daunting prospect if you’ve never done it before.

However, ask a few questions, and keep a few simple rules in your mind and it becomes much more straightforward. This page sets out the questions to ask, whether of yourself or someone else, and a few warnings and conventions to bear in mind.

Executive Summary Content

Two key questions you need to ask before you start

  • Who is the intended audience of my executive summary?
  • Which of the contents of the paper that I am summarising do they really need to know?

These questions are important because they tell you what you need to include in the executive summary, so let’s unpack them a little:

The Intended Audience

As with all writing projects it is important to know your audience . The intended audience for an executive summary may be quite different from the intended audience for the longer document, whether it’s a policy paper, report, or something else.

The executive summary serves several possible purposes.

People may read the executive summary to find out if they need to read the full report. This group may include people within the organisation and outside, but the report is likely to touch on what they do every day. They will often be subject experts; they just need to know if there is anything new that they should read. This group will be looking for a broad summary of the contents of the wider paper.

People may want to find out if they’d find the full report interesting and relevant , even if not strictly essential. Again, this group is likely to be subject experts, but may also include analysts searching for a particular ‘angle’ on the subject. This group will also welcome a straightforward summary of the contents.

They may read the executive summary instead of the full report . It’s this group that you really need to worry about, because they’re likely to include the Board or executive team of your organisation, as well as journalists. What goes into the executive summary, therefore, is the message that they’re going to take away, that may well be spread more widely. For these people, the executive summary is their window onto the subject and it needs to be transparent, not opaque, if they are to understand it.

Think about your intended audience: who do you want to read your executive summary and why?

Don’t worry about other people who might read it; this is your intended audience , the people to whom you or your immediate line manager are going to send the summary. If the summary is for publication, which groups do you most want to read it?

What Does Your Intended Audience Need to Know?

Once you have identified your intended audience, you can then think about what they need to know or do as a result of reading your paper. This can be split into two parts:

First categorise the document by whether it needs action or is for information only. This will determine the language that you use.

Next, you need to identify what, when they have finished reading, are the key messages that you want your audience to have in their heads. Information and concepts that they did not have before.

Top Tip A good way to think about the key content is to imagine meeting your boss or CEO in the car park or at the coffee machine. What three key points about your document would you want to tell them?

Work on reducing your key messages down to three, or at the most, five bullet points of one or two sentences. Working on them before you start writing will mean that they are absolutely clear in your head as you write.

Writing your Executive Summary

Some organisations have very clear structures that are used for documents like executive summaries and others are more open.

Before you start, check whether you need to work within a specific structure or not. For example, if you are writing a summary of an academic report for submission, you may have a word count restriction, or need to remain within one side of paper.

When you are writing your executive summary, you should keep your intended audience in mind at all times and write it for them.

If your audience includes your boss or Chief Executive think: how much do they already know, and how much do you need to explain?

If your audience includes journalists, you probably need to explain everything. If it’s simply as a summary of a paper because you have to publish one, then you simply need to summarise the paper.

If you find yourself getting bogged down in the detail at this stage, it’s a good idea to talk to someone else about what to include.

The language you use needs to be fairly formal, whether or not the summary is intended for publication. If in doubt, check out our page: Formal and Informal Writing .

Broadly, an executive summary, as you might expect, summarises the main points of the underlying paper, and draws out the key points. It usually has three sections: introduction, main body and conclusion.

The introduction sets the scene, and explains what the paper is about, including what action needs to be taken as a result. It doesn’t need to be more than one or two sentences. For an internal paper, you might write:

This paper explains the findings of the research about [subject] and its relevance to the organisation. It notes five key findings, and makes three recommendations for action within the organisation. You are asked to take note of these, and decide whether the recommendations should be implemented.

For an executive summary of a published paper, it is not unusual for the first paragraph to be more attention-grabbing.

For example, from a recently-published report about green energy and the internet:

For the estimated 2.5 billion people around the world who are connected to the internet, it is impossible to imagine life without it. The internet has rewoven the fabric of our daily lives – how we communicate with each other, work and entertain ourselves – and become a foundation of the global economy.

[Source: Greenpeace, Clicking Clean ].

This example still sets the scene: the importance of the internet, but the idea here is to keep people reading, not just provide information. Again, it’s all about your audience and what they need or want.

The main body of the text outlines the key findings and/or recommendations from the report or paper to which this is the summary. The main section needs to focus on the interesting and most relevant bits of the report.

Most importantly, the main section of the executive summary needs to stand alone without the reader having to refer to the main body of the report or policy paper. This is worth checking by getting someone who doesn’t know much about the subject to read it over for you.

Finally, you need a conclusion , which outlines the take-home messages or action needed from the person reading the report. Bullet points are a useful form to highlight the key points, and this is where your three to five messages come in.

Once you’ve finished, check it against our checklist to make sure that you’ve covered everything.

Checklist for writing an executive summary

  • Have you kept in mind the audience at all times?
  • Have you addressed it to them?
  • Have you met any word count or structural requirements?
  • Have you clearly outlined the key messages and any action needed as a result?
  • Does the executive summary make sense by itself, without the report attached?

Final Words of Warning

An executive summary cannot be all things to all people. You only have a few hundred words. You need to focus firmly on your intended audience and their needs. Other people may find it useful; your intended audience relies on it.

Continue to: How to Write a Report How to Write a Business Case

See also: Commercial Awareness Employability Skills Note-Taking

Thesis Helpers

how to write an executive summary for a dissertation

Find the best tips and advice to improve your writing. Or, have a top expert write your paper.

Thesis Summary: A Detailed Academic Writing Guide

thesis summary

A thesis summary is a highly condensed version of the longer paper. It highlights the main points that have been covered in the paper while concisely describing the content of the thesis. In most cases, the summary of a thesis and the abstract serve the same purpose. They provide an overview of all the major points of a thesis. Thus, a reader can quickly see the main content of your thesis when they read the summary. This enables them to determine whether they are interested in your work or not.

What is Included in a Thesis Summary?

When asked to summarize something, you’re simply required to condense the text to the main points. As such, a good summary of thesis research should include important elements only. It should capture the main idea in the paper and the supporting points that may be interwoven with content that is of lesser importance.

Many learners confuse a thesis statement summary with an analysis. An analysis is a discussion of the techniques, ideas, and meaning in the text. On the other hand, a summary does not entail responding or critiquing the ideas in the text. Analyzing a paper entails summarizing its content to establish the ideas that you will be analyzing. A summary does not substitute for analysis.

Here are some of the things that a Ph.D. or master thesis summary should include: A title that is similar to that of your thesis The main purpose of your thesis The main topic of your thesis The research methods used to gather the information The sub-sections of your thesis Recommendations, results, and conclusions

Essentially, a summary should present the points of the author in a straightforward structure. Therefore, read the thesis carefully to determine the major and minor components or points of the argument and summarize them in an organized manner.

A point that the author makes at the beginning and another one at the end should concisely be included in a summary of thesis to convey the main argument of the author. Thus, you should read, understand, and reconstruct the thesis into a more concise, shorter form.

How to Write an Executive Summary for Thesis

Perhaps, you have written a short thesis that is not longer than ten pages. In that case, follow these steps to write a summary thesis:

  • Summarize every paragraph in one sentence
  • Summarize the entire text in a single sentence
  • Write a single paragraph that starts with a sentence that summarizes the entire text followed by a paragraph of summary sentences
  • Rewrite and rearrange your paragraph to ensure that it’s concise and clear.
  • Eliminate relatively minor and repetitive points and include transitions.

Make sure that the final summary is complete, coherent, and unified.

How to Write Summary of Ph.D. Thesis and Longer Texts

A longer text like a Ph.D. requires time to summarize. That’s because you have to read and understand the document before you summarize it. Here’s how to write a summary thesis for longer papers.

  • Outline the thesis by breaking it down into different major sections. To do this, group the paragraphs that focus on a similar topic and then list down the supporting points for different sections.
  • Write a sentence or two that summarizes every section.
  • Create a single sentence that summarizes the entire text. Look for the topic sentence in the thesis to guide you.
  • Write one paragraph or several to start the overall summary sentence. Follow it with sentences that summarize different sections.
  • Rearrange and rewrite the paragraphs to make the text concise and clear while eliminating repetitious and relatively minor points. Also, include transitions in your summary.

The final summary should include the main supporting points of every idea. Make the final version coherent, unified, and complete.

When is the Summary of Findings in Thesis Necessary?

The summary and conclusion thesis serves the purpose of providing an overview of the paper. As such, students are required to write a summary in many instances. In some cases, an educator can assign learners to write a page or two after reading a paper or article. They can also be asked to come up with a summary of their text as part of their critique or response after reading a paper.

Students can also write article summaries as a part of their planning or note-taking process when writing a research paper. These summaries or their parts can be included in the final papers. When writing a research paper, an author can depend on the summary as their reference to source materials. A summary enables a writer to condense broad information so that they can explain and present the relevance of the sources that deal with a similar subject.

A paper can also be summarized in the introduction to present a precise and concise overview of the main ideas to be discussed in the rest of the text. The length of a summary should depend on the complexity and length of the paper. Additionally, the purpose of a summary should determine whether it will be a few sentences, a shorter paragraph, or even several paragraphs. You can even come across a thesis summary sample that looks like an entire paper.

Qualities of a Good Summary Thesis Sample

When learning how to write summary and conclusion in thesis, many students use samples as their guides. But, how do you know that you’re using a good thesis summary example? Here are the qualities to look for:

  • Comprehensiveness : A good summary should be comprehensive. All important points should be isolated from the original passage and noted down in a brief list. These are the ideas that should form the summary because they are indispensable to the development of the thesis.
  • Conciseness : An ideal summary should be free of repetitions. Do not repeat the same points even if they have been restated in the main document. The summary should be shorter while providing a brief overview of the paper. Therefore, avoid repetition of the main point and supporting ideas.
  • Coherence : A good summary makes sense. It’s not a piece that looks like it’s been taken from the main document. It should also not sound like a collection of disjointed sentences from the main document that is being summarized.
  • Independence : When writing a summary, your work is not to imitate the main text’s author. Instead, you are expected to showcase your style and voice in the summary. Thus, you should not just quote the main text’s author. Instead, express how you understand the document in your words. A summary should be based on your understanding and interpretation of the main ideas or points of the writer. Nevertheless, a good summary does not create distortion or misrepresentation through the introduction of criticisms or comments.

It’s also crucial to note that a good summary thesis example uses a structure that features an introduction, the body, and a conclusion. It presents the goal or purpose, results, and conclusion or recommendations. What’s more, it features logical connections of the included information without adding new information.

To write a great summary, work on this part after completing your thesis. Make sure that you’re guided by the main points of your thesis. What’s more, use a good executive summary for thesis sample to guide you. The length of your summary should depend on its purpose and the length of the main document. Once you have written the summary, read it carefully, and eliminate all errors when proofreading and editing it. Alternatively, ask our thesis editors to proofread the summary for you.

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  • How to write an executive summary, with ...

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

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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The Classroom | Empowering Students in Their College Journey

How to Write a Dissertation Summary

How to Write High School Research Papers

How to Write High School Research Papers

Imagine summing up all your life’s work and experience in a single paper. This is what goes into writing a dissertation. These papers represent the culmination of years of study, research and experience, and are required before receiving a terminal degree, such as a doctorate. Dissertation papers usually begin with abstracts, which are summaries that preview the information in the paper. An accurate and interesting summary briefly presents your study's purpose, results, conclusions and recommendations.

Compose most, if not all, of your dissertation before you begin the summary. Review the dissertation with the intention of writing an abstract to help you pick out the most vital and interesting parts that will grab your reader’s interest.

Pre-write the abstract, focusing on listing your thesis topic or purpose, your research methods and the general results and conclusions you drew from the research discussed in your dissertation. At this early stage, you can simply write notes that you take as you read your dissertation or full sentences you can use in your introduction.

Avoid using direct references to your research in the introduction. Use the abstract to clearly and concisely state your ideas and conclusions.

Revise your prewriting. Put all the information into grammatically correct sentences with proper spelling.

Re-read your abstract and make any further adjustments. Check that the organization is logical, starting with your thesis and ending with your conclusions and recommendations.

Ask a friend, professor or someone familiar with your research to read the summary. A new set of eyes may catch structural or organizational errors, or missing content.

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Samantha Volz has been involved in journalistic and informative writing for over eight years. She holds a bachelor's degree in English literature from Lycoming College, Williamsport, Pennsylvania, with a minor in European history. In college she was editor-in-chief of the student newspaper and completed a professional internship with the "Williamsport Sun-Gazette," serving as a full-time reporter. She resides in Horsham, Pennsylvania.

How to Write an Executive Summary for a Report: Step By Step Guide with Examples

how to write an executive summary for a dissertation

Table of contents

Peter Caputa

Enjoy reading this blog post written by our experts or partners.

If you want to see what Databox can do for you, click here .

So you have finally written a great comprehensive business report that took you weeks to create. You have included all the data from the different departments, compared it, done the analysis, made forecasts, and provided solutions to specific problems.

There is just one problem – the key stakeholders in the company don’t have enough time to go through the whole report.

Since the data and the KPIs that you included in the report are necessary for quality decision-making, you can see why this can become a huge issue.

Luckily, there is a way to present all of your key findings and not take too much of their time. This is done through executive summaries.

An executive summary is exactly what the name suggests – a summary. It is essentially a quick overview of all the most important metrics in the report. The purpose of this summary is to bring the attention of the highest-ranking members in the company to the most important KPIs that they will consider when making decisions.

While an executive summary is a rather short section, it doesn’t mean that it’s easy to write. You will have to pay extra attention to every single sentence in order to avoid unnecessary information.

Do you want to learn how to create an informative executive summary? This guide will show you all you need to know.

What Is an Executive Report?

What is an executive summary in a report, how long should an executive summary be, who is the audience of an executive summary, what should be included in an executive summary report, how to write an executive summary report, common mistakes to avoid when writing executive summaries, executive report examples, executive summary templates, create executive reports in databox.

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Executive reports are used for keeping senior managers updated on the latest and most significant activities in the company. These reports have to be concise and accurate since they will have a huge impact on the most important business-related decisions.

Working for any sort of company requires writing different types of reports such as financial reports , marketing reports , sales reports , internal reports, and more.

What all of these reports have in common is that they are very comprehensive and typically require a lot of time to go through them –way too much time, if you ask busy managers.

They include a wealthy amount of data and a bunch of different metrics which are more useful for a particular team in the company. However, the highest-ranking members tend to be more focused on only the most essential KPIs that they need for making future decisions and strategies.

This is why executive reports come in handy. They are usually only a few pages long and they include only the most relevant details and data that incurred in a specific period.

An executive summary is the brief overview section included in a long report or document. This part of the report primarily focuses on the key topics and most important data within it. It can include an overall business goal of the company or short-term strategic objectives.

This summary is primarily useful for C-level managers who don’t have time to read the whole report but want to have an insight into the main KPIs and latest business performances.

Bank officials also may use executive summaries since it’s the quickest way for them to estimate whether your company represents a good investment opportunity.

Depending on your company’s practice, executive summaries can either be placed at the beginning of the report or as a formal section in the table of contents. 

The length of the summary depends on the type of report, but it is typically one or two pages long.

To know whether you have written a good executive summary, you can ask yourself, “Are the stakeholders going to have all the information they need to make decisions?”

If the answer is yes, you have done a good job.

There is no strict rule about how long executive summaries should be. Each company is unique which means the length will always vary. In most cases, it will depend on the size of the report/business plan.

However, a universal consensus is that it should be anywhere from one to four pages long or five to ten percent of the length of the report.

This is typically more than enough space to summarize the story behind the data and provide your stakeholders with the most important KPIs for future decision-making.

The people most interested in reading the executive summary are typically the ones who don’t have time to read the whole report and want a quick overview of the most important data and information.

These include:

  • Project stakeholders – The individuals or organizations that are actively involved in a project with your company.
  • Management personnel (decision-makers) – The highest-ranking employees in your company (manager, partner, general partner, etc.)
  • Investors – As we said, this could be bank officials who want a quick recap of your company’s performance so they can make an easier investment decision.
  • Venture capitalists – Investors who provide capital in exchange for equity stakes.
  • C-level executives – The chief executives in your business.

Related : Reporting Strategy for Multiple Audiences: 6 Tips for Getting Started

The components of your executive summary depend on what is included in the overall larger document. Executive summary elements may also vary depending on the type of document (business plan, project, report, etc.), but there are several components that are considered universal.

These are the main elements you should include:

  • Methods of analyzing the problem
  • Solutions to the problem
  • The ‘Why Now’ segment

Well-defined conclusion

The purpose of the summary should typically be included in the introduction as an opening statement. Explain what you aim to achieve with the document and communicate the value of your desired objective.

This part is supposed to grab your reader’s attention, so make sure they pay extra attention when writing it.

Problems are an unavoidable element in modern-day businesses, even in the most successful companies.

The second thing your executive summary needs to outline is what specific problem you are dealing with. It could be anything from product plans and customer feedback to sales revenue and marketing strategies.

Define the problems clearly so all the members know which areas need fixing.

3. Methods of analyzing the problem

Problem analysis methods are key for identifying the causes of the issue.

While figuring out the problems and the methods to solve them is immensely important, you shouldn’t overlook the things that caused them. This will help you from avoiding similar issues in the future.

4. Solutions to the problem

Now that you’ve introduced the stakeholders to the problems, it’s time to move on to your solutions. Think of a few different ways that could solve the issue and include as many details as you can.

5. The ‘Why Now’ segment

This is one of the most important parts of your executive summary.

The ‘Why Now’ segment showcases why the problem needs to be solved in a timely manner. You don’t want the readers to get the impression that there is plenty of time to fix the issue.

By displaying urgency in your summary, your report will have a much bigger impact.

One of the ways to display urgency visually is by adding performance benchmarks to your report. In case your business is not performing well as other companies within your industry, only one image showcasing which metrics are below the median could make a compelling case for the reader.

High churn example

For example, if you have discovered that your churn rate is much higher than for an average SaaS company, this may be a good indication that you have issues with poor customer service, poor marketing, pricing issues, potentially outdated product features, etc.

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Lastly, you should end your executive summary with a well-defined conclusion.

Make sure to include a recap of the problems, solutions, and the overall most important KPIs from the document.

Okay, so you understand the basics of executive summaries and why they are so important. However, you still aren’t sure how to write one.

Don’t worry.

Here are some of the best practices you can use to create amazing executive summaries that will impress your key stakeholders and high-ranking members.

Write it Last

Grab their attention, use appropriate language, talk strategy, include forecasts, highlight funding needs, make it short.

The most natural way to write your executive summary is by writing it at the end of your report/business plan.

This is because you will already have gone through all the most important information and data that should later be included.

A good suggestion is to take notes of all the significant KPIs that you think should be incorporated in the summary, it will make it easier for you to later categorize the data and you will have a clearer overview of the key parts of the report.

You may think that you already know which data you are going to include, but once you wrap up your report, you will probably run into certain things that you forgot to implement. It’s much easier to create an executive summary with all the data segmented in one place, than to rewrite it later.

While your primary goal when creating the executive summary is to make it informative, you also have to grab the attention of your readers so that you can motivate them to read the rest of the document.

Once they finish reading the last few sentences of the summary, the audience should be looking forward to checking out the remanding parts to get the full story.

If you are having trouble with finding ways to capture the reader’s attention, you can ask some of your colleagues from the sales department to lend a hand. After all, that’s their specialty.

One more important element is the type of language you use in the summary. Keep in mind who will be reading the summary, your language should be adjusted to a group of executives.

Make the summary understandable and avoid using complicated terms that may cause confusion, your goal is to feed the stakeholders with important information that will affect their decision-making.

This doesn’t only refer to the words that you use, the way in which you provide explanation should also be taken into consideration. People reading the report should be able to easily and quickly understand the main pain points that you highlighted.

You should have a specific part in your executive summary where you will focus on future strategies. This part should include information regarding your project, target market, program, and the problems that you think should be solved as soon as possible.

Also, you should provide some useful insights into the overall industry or field that your business operates in. Showcase some of the competitive advantages of your company and specific marketing insights that you think the readers would find interesting.

Related : What Is Strategic Reporting? 4 Report Examples to Get Inspiration From

Make one of the sections revolve around financial and sales forecasts for the next 1-3 years. Provide details of your breakeven points, such as where the expenses/revenues are equal and when you expect certain profits from your strategies.

This practice is mainly useful for business plans, but the same principle can be applied to reports. You can include predictions on how your overall objectives and goals will bring profit to the company.

Related : How Lone Fir Creative Uses Databox to Forecast, Set, & Achieve Agency & Client Goals

Don’t forget to talk about the funding needs for your projects since there is a high chance that investors will find their way to the executive summary as well.

You can even use a quotation from an influential figure that supports your upcoming projects. Include the costs that will incur but also provide profitability predictions that will persuade the investors to fund your projects.

While your report should include all of the most important metrics and data, aim for maximum conciseness.

Don’t include any information that may be abundant and try to keep the executive summary as short as possible. Creating a summary that takes up dozens of pages will lose its original purpose.

With a concise summary and clear communication of your messages, your readers will have an easy time understanding your thoughts and then take them into consideration.

Also, one last tip is to use a positive tone throughout the summary. You want your report to exude confidence and reassure the readers.

PRO TIP: How Well Are Your Marketing KPIs Performing?

Like most marketers and marketing managers, you want to know how well your efforts are translating into results each month. How much traffic and new contact conversions do you get? How many new contacts do you get from organic sessions? How are your email campaigns performing? How well are your landing pages converting? You might have to scramble to put all of this together in a single report, but now you can have it all at your fingertips in a single Databox dashboard.

Our Marketing Overview Dashboard includes data from Google Analytics 4 and HubSpot Marketing with key performance metrics like:

  • Sessions . The number of sessions can tell you how many times people are returning to your website. Obviously, the higher the better.
  • New Contacts from Sessions . How well is your campaign driving new contacts and customers?
  • Marketing Performance KPIs . Tracking the number of MQLs, SQLs, New Contacts and similar will help you identify how your marketing efforts contribute to sales.
  • Email Performance . Measure the success of your email campaigns from HubSpot. Keep an eye on your most important email marketing metrics such as number of sent emails, number of opened emails, open rate, email click-through rate, and more.
  • Blog Posts and Landing Pages . How many people have viewed your blog recently? How well are your landing pages performing?

Now you can benefit from the experience of our Google Analytics and HubSpot Marketing experts, who have put together a plug-and-play Databox template that contains all the essential metrics for monitoring your leads. It’s simple to implement and start using as a standalone dashboard or in marketing reports, and best of all, it’s free!

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You can easily set it up in just a few clicks – no coding required.

To set up the dashboard, follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your HubSpot and Google Analytics 4 accounts with Databox. 

Step 3: Watch your dashboard populate in seconds.

No one expects you to become an expert executive summary writer overnight. Learning how to create great and meaningful summaries will inevitably take some time.

With the above-mentioned best practices in mind, you should also pay attention to avoiding certain mistakes that could reduce the value of your summaries.

Here are some examples.

Don’t use jargon

Avoid going into details, the summary should be able to stand alone, don’t forget to proofread.

From project stakeholders to C-level executives, everyone should be able to easily understand and read the information you gather in your summary.

Keep in mind, you are probably much more familiar with some of the technical terms that your departments use since you are closer to the daily work and individual tasks than your stakeholders.

Read your summary once again after you finish it to make sure there are no jargons you forgot to elaborate on.

Remember, your summary should be as short as possible, but still include all the key metrics and KPIs. There is no reason to go into details of specific projects, due dates, department performances, etc.

When creating the summary, ask yourself twice whether the information you included truly needs to be there.

Of course, there are certain details that bring value to the summary, but learn how to categorize the useful ones from the unnecessary ones.

While you will know your way around the project, that doesn’t apply to the readers.

After wrapping up the summary, go over it once again to see whether it can stand on its own. This means checking out if there is any sort of context that the readers will need in order to understand the summary.

If the answer is yes, you will have to redo the parts that can’t be understood by first-time readers.

Your executive summary is prone to changes, so making a typo isn’t the end of the world, you can always go back and fix it.

However, it’s not a bad idea to ask one of your colleagues to proofread it as well, just so you have an additional set of eyes.

Using reporting tools such as dashboards for executive reports can provide you with a birds-eye view of your company’s most important KPIs and data.

These dashboards work as visualization tools that will make all the important metrics much more understandable to your internal stakeholders.

Since executive reports on their own don’t include any visual elements such as graphs or charts, these dashboards basically grant them superpowers.

Executive reporting dashboards also make the decision-making process easier since there won’t be any misunderstandings regarding the meaning of the data.

Not only will you be able to gather the data in real-time, but you can also connect different sources onto the dashboard can use the visuals for performance comparisons.

Interested in giving executive report dashboards a try? Let’s check out some of the best examples.

Marketing Performance Dashboard

Customer support performance dashboard, financial overview dashboard, saas management dashboard, sales kpi dashboard.

To stay on top of your key user acquisition metrics, such as visit to leads conversion rates, email traffic, blog traffic, and more, you can use this Marketing Performance Dashboard .

You can pull in data from advanced tools such as HubSpot Marketing and Google Analytics to get a full overview of how your website generates leads.

Some of the things you will learn through this dashboard are:

  • Which traffic sources are generating the most amount of leads
  • How to track which number of users are new to your website
  • How to compare the traffic you are getting from your email with blog traffic
  • How to stay on top of lead generation goals each month
  • How to be sure that your marketing activities are paying off

The key metrics included are bounce rate, new users, page/session, pageview, and average session duration.

Marketing Performance Dashboard

You can use the Customer Support Performance Dashboard to track the overall performance of your customer service and check out how efficient individual agents are.

This simple and customizable dashboard will help you stay in touch with new conversation numbers, open/closed conversations by teammates, number of leads, and much more.

Also, you will get the answers to questions such as:

  • How many new conversations did my customer support agents deal with yesterday/last week/last month?
  • How many conversations are currently in progress?
  • In which way are customer conversations tagged on Intercom?
  • How to track the number of leads that the support team is generating?
  • What is the best way to measure the performance of my customer support team?

Some of the key metrics are leads, open conversations, new conversations, tags by tag name, closed conversations, and more.

Customer Support Performance Dashboard

Want to know how much income your business generated last month? How to measure the financial health of your business? How about figuring out the best way to track credit card purchases?

You can track all of these things and more by using the Financial Overview Dashboard .

This free customizable dashboard will help you gain an insight into all of your business’s financial operations, cash flow, bank accounts, sales, expenses, and plenty more.

Understanding your company from a financial standpoint is one of the most important ingredients of good decision-making.

With key metrics such as gross profit, net income, open invoices, total expenses, and dozens more – all gathered in one financial reporting software , you will have no problems staying on top of your financial activities.

Financial Overview Dashboard

Use this SaaS Management Dashboard to have a clear overview of your business’s KPIs in real-time. This customizable dashboard will help you stay competitive in the SaaS industry by providing you with comprehensive data that can you can visualize, making it more understandable.

You will be able to:

  • See how your company is growing on an annual basis
  • Have a detailed outline of your weakest and strongest months
  • Determine which strategies are most efficient in driving revenue

The key metrics included in this dashboard are recurring revenue, churn by type, MRR changes, and customer changes.

SaaS Management Dashboard

Do you want to monitor your sales team’s output and outcomes? Interested in tracking average deal sizes, number of won deals, new deals created, and more?

This Sales KPI Dashboard can help you do just that.

It serves as a perfect tool for sales managers that are looking for the best way to create detailed overviews of their performances. It also helps achieve sales manager goals for the pre-set time periods.

By connecting your HubSpot account to this customizable dashboard, you can learn:

  • What’s the average deal size
  • The number of open, closed, and lost deals each month
  • How much revenue you can expect from the new deals
  • How your business is progressing towards the overall sales goals

Sales KPI Dashboard

Although you probably understand what your executive summary should include by now, you may still need a bit of help with creating a clear outline to follow.

We thought about that too. Here are some template examples that will help you create executive summaries for different kinds of business needs.

Here is an executive summary template for a business plan:

  • [Company profile (with relevant history)]
  • [Company contact details]
  • [Description of products and/or services]
  • [Unique proposition]
  • [Competitive advantage]
  • [Intellectual property]
  • [Development status]
  • [Market opportunity]
  • [Target market]
  • [Competitors]
  • [Funding needs]
  • [Potential price of goods]
  • [Projected profit margins for year one and two]
  • [Summarize main points]

Executive summary template for marketing plan:

  • [Product description]
  • [Unique customer characteristics]
  • [Customer spending habits]
  • [Relationship to product]
  • [Access channels]
  • [Value and credibility of product]
  • [Product competitive advantage]
  • [Creative outlook]
  • [Goal statement]
  • [Forecasted cost]
  • [Next week]
  • [Next month]

Executive summary template for a research report

  • [Project topic]
  • [Name | Date]
  • [Report introduction]
  • [Background]
  • [Research methods]
  • [Conclusions]
  • [Recommendations]

Executive summary template for project executive

  • [Project name]
  • [Program name]
  • [Project lead]
  • [Prepared by]
  • [Project milestones]
  • [Status overviews]
  • [New requests]
  • [Issues summary]
  • [Project notes]

For the longest time, writing executive reports has been seen as a grueling and time-consuming process that will require many sleepless nights to get the job done right.

While there is plenty of truth to this, modern automated reporting software has revolutionized these writing nightmares.

Databox is one of those tools.

With Databox, you will be able to connect data from multiple sources into one comprehensive dashboard. Also, you are going to gain access to different types of charts and graphs that you can use for data visualization and make the report much more understandable to the readers.

Using a modernized tool like Databox will provide you with a faster, more accurate, and more efficient reporting process.

This advanced software allows you easily create your own customizable reports that can be adjusted in real-time as soon as new data emerges.

Who says executive reporting has to be a tedious process? Sign up for our free trial and see how easy creating executive reports can be. 

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Filip Stojanovic is a content writer who studies Business and Political Sciences. Also, I am a huge tennis enthusiast. Although my dream is to win a Grand Slam, working as a content writer is also interesting.

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Mastering your dissertation conclusion chapter: a step-by-step guide.

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Mastering Your Dissertation Conclusion Chapter: A Step-by-Step Guide

Crafting the Perfect Conclusion Chapter for Your Dissertation or Thesis

Writing the conclusion chapter of your dissertation, thesis, or any formal academic research project can often seem daunting. However, understanding the purpose, content, and structure of the conclusion chapter can help you craft it with confidence and clarity. In this article, we'll guide you through the process step by step, helping you to conclude your research project on a strong note.

Understanding the Conclusion Chapter

The conclusion chapter is typically the final major chapter in a dissertation or thesis. Its primary role is to summarize your research findings and neatly wrap up the document. Unlike journal articles and research reports that might combine discussion and conclusion sections, dissertations and theses usually treat these as separate chapters. It's crucial to verify your institution's structural preferences before beginning to write.

Key Functions of the Conclusion Chapter

A well-crafted conclusion chapter should:

  • Summarize the key findings of the study.
  • Answer the research questions and address the research aims.
  • Inform the reader of the study's main contributions.
  • Discuss any limitations or weaknesses of the study.
  • Make recommendations for future research.

Remember, the conclusion chapter should not introduce any new findings or data points but rather synthesize the information already presented in your research.

Writing the Conclusion Chapter: A Step-by-Step Approach

Step one: craft a brief introduction.

Start with a brief introduction to your conclusion chapter, outlining what readers can expect to find. This section serves as a roadmap, so keep it concise.

Step Two: Discuss Overall Findings

Discuss the overall findings of your study in relation to the research aims and questions. Focus on the broader implications of your findings, and avoid making overly bold claims.

Step Three: Highlight Your Study's Contributions

Explain how your research contributes to the field, both theoretically and practically. Be confident but humble, and clearly state the contribution your study has made.

Step Four: Reflect on Limitations

Critically reflect on the limitations of your study. Acknowledging limitations adds credibility to your research, but be sure not to undermine the value of your work.

Step Five: Recommendations for Future Research

Make recommendations for future research based on the limitations identified and any intriguing findings that were not directly related to your study's objectives.

Step Six: Closing Summary

Conclude your chapter with a brief summary that recaps the key points discussed. Ensure no new information is introduced in this section.

Expert Tips for a Strong Conclusion Chapter

  • Be concise and focus on clarity and brevity throughout your conclusion chapter.
  • Make claims about your study's contribution carefully, avoiding exaggeration.
  • Use clear and simple language to ensure your writing is accessible to all readers.
  • Test the clarity of your introduction and conclusion by having a friend read them and explain the gist of your study.

By following these guidelines and tips, you can write a conclusion chapter that effectively wraps up your research project and leaves a lasting impression on your readers.

For more in-depth advice and step-by-step guidance on academic research, consider subscribing to Grad Coach TV and exploring our one-on-one coaching services at Grad Coach .

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  2. How to write a Business Dissertation?

  3. How to make Dissertation? Complete Details about Dissertation / Thesis for Bachelors/ Masters Degree

  4. How to write chapter 1 for a dissertation project?

  5. How To Write A Dissertation Abstract?

  6. How To Write An Executive Summary For A Project

COMMENTS

  1. How To Write A High-Impact Executive Summary

    Typically, your executive summary should be a one-pager (one and a half pages at worst). To summarise a 3000 - 5000-word document into one page is no easy task, so you'll need to: Present only the most important information (key insights, recommendations, etc). Write concisely - i.e. with brevity and completeness.

  2. Executive Summary

    Writing an Executive Summary. Read the Entire Document This may go without saying, but it is critically important that you read the entire research study thoroughly from start to finish before you begin to write the executive summary. Take notes as you go along, highlighting important statements of fact, key findings, and recommended courses of ...

  3. A Dissertation Executive Summary: What It Is and How to Make It

    And a dissertation abstract is just a brief summary of your project. No matter how this part of a dissertation is called, we are going to provide you with necessary details so that you could complete it successfully. The gist of a dissertation executive summary. You have two important missions when making a dissertation executive summary:

  4. How To Write an Executive Summary for a Research Paper (With ...

    The executive summary briefly describes the study's key points and suggests changes, actions and implementation strategies for the business. You can use the following steps to write an executive summary for a research paper: 1. Read the entire research paper.

  5. PDF How to Write an Executive Summary

    How to Write an Executive Summary . An executive summary is a concise document, demonstrating the problem, findings and recommendation of a longer policy report. Writing an executive summary will help your audience quickly understand the policy problem and proposed solution of your report. It is intended for a busy reader; and is a

  6. Executive Summaries and Abstracts

    Executive summaries are longer than abstracts, often running 2-5 pages. They summarize a larger document's purpose, methods, results, conclusions, and recommendations such that someone who reads only the summary can glean a solid understanding of the research as a whole. Unlike abstracts, executive summaries can include citations and references.

  7. Academic Guides: Common Assignments: Executive Summaries

    Executive summaries are common in the Walden MBA program, but they are also found as part of some government and business documents. As a student, you should complete an executive summary when specifically requested to do so. An executive summary is a comprehensive review of a larger document. For example, a 35-page report may begin with a ...

  8. PDF How to write an executive summary

    1000 words - a stand-alone document. Usually, 1-2 pages in. PAEs. Writing: concise sentences, active voice, jargon-free (define terms). Key components: Problem statement (1-2 paragraphs, not all factors) Problem statements answers "what's wrong" and will possibly quantify the scope of the problem with 1-2 data points.

  9. Dissertation: Writing an effective executive summary

    One of the most difficult parts of writing a research dissertation is to produce a short effective summary of the total work. Writing an abstract or an executive summary needs to strike a balance between being informative in sufficient detail, yet being brief to enable a quick appraisal of the work. This short podcast gives […]

  10. What Goes in a Thesis Abstract? An Executive Summary?

    Executive Summary. The executive summary is a highly condensed version of your thesis. It should be able to stand alone, independent of your thesis. Your executive summary should summarize your purpose, methods, results, conclusions and recommendations to allow someone who can read ONLY that section to walk away with a solid understanding of ...

  11. How to Write An Executive Summary

    It usually has three sections: introduction, main body and conclusion. The introduction sets the scene, and explains what the paper is about, including what action needs to be taken as a result. It doesn't need to be more than one or two sentences. For an internal paper, you might write: This paper explains the findings of the research about ...

  12. How to Write a Summary

    Table of contents. When to write a summary. Step 1: Read the text. Step 2: Break the text down into sections. Step 3: Identify the key points in each section. Step 4: Write the summary. Step 5: Check the summary against the article. Other interesting articles. Frequently asked questions about summarizing.

  13. Microsoft Word

    Executive Summary. The executive summary is a highly condensed version of your thesis. It should be able to stand alone, independent of your thesis. Your executive summary should summarize your purpose, methods, results, conclusions and recommendations to allow someone who can read ONLY that section to walk away with a solid understanding of ...

  14. Writing an Executive Summary

    An executive summary should summarize the key points of the report. It should restate the purpose of the report, highlight the major points of the report, and describe any results, conclusions, or recommendations from the report. It should include enough information so the reader can understand what is discussed in the full report, without ...

  15. Thesis Summary

    In that case, follow these steps to write a summary thesis: Summarize every paragraph in one sentence. Summarize the entire text in a single sentence. Write a single paragraph that starts with a sentence that summarizes the entire text followed by a paragraph of summary sentences. Rewrite and rearrange your paragraph to ensure that it's ...

  16. How To Write an Executive Summary (With Example)

    Here are several general steps to consider when writing an executive summary: 1. Research effective executive summaries. Before you write your own executive summary, it may be helpful to review summaries written by others. This is especially true for those writing an executive summary for the first time.

  17. How to write an executive summary, with examples

    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. Free cross-functional project template.

  18. How to Write a Dissertation Summary

    Step 2. Pre-write the abstract, focusing on listing your thesis topic or purpose, your research methods and the general results and conclusions you drew from the research discussed in your dissertation. At this early stage, you can simply write notes that you take as you read your dissertation or full sentences you can use in your introduction.

  19. How can we write a summary of a thesis?

    Generally, the summary is about 200-350 words long, but you should verify this with your supervisor. Also, it generally follows an introduction-body-conclusion structure. Related reading: The basics of converting your PhD thesis into journal articles. Answered by Editage Insights on 13 Sep, 2017.

  20. How to Write an Executive Summary for a Report: Step By Step ...

    Executive summary elements may also vary depending on the type of document (business plan, project, report, etc.), but there are several components that are considered universal. These are the main elements you should include: Purpose. Problem. Methods of analyzing the problem. Solutions to the problem.

  21. Advice to faculty who are chairing their first dissertation (opinion)

    Decide, if in a co-chairing situation, who should be the first point of contact. Engaging in this conversation with your advisee shows that you are human and understand that, as two busy people, you can figure out how to work together. While it's important to have this discussion at the beginning of the dissertation process, you should ...

  22. Mastering Your Dissertation Conclusion Chapter: A Step-by-Step Guide

    Writing the Conclusion Chapter: A Step-by-Step Approach. Step One: Craft a Brief Introduction. Start with a brief introduction to your conclusion chapter, outlining what readers can expect to find. This section serves as a roadmap, so keep it concise. Step Two: Discuss Overall Findings.