how to write executive summary research report

• USC Libraries
• Research Guides

Organizing Your Social Sciences Research Paper

• Executive Summary
• Purpose of Guide
• Design Flaws to Avoid
• Independent and Dependent Variables
• Glossary of Research Terms
• Reading Research Effectively
• Narrowing a Topic Idea
• Broadening a Topic Idea
• Extending the Timeliness of a Topic Idea
• Academic Writing Style
• Applying Critical Thinking
• Choosing a Title
• Making an Outline
• Paragraph Development
• Research Process Video Series
• The C.A.R.S. Model
• Background Information
• The Research Problem/Question
• Theoretical Framework
• Citation Tracking
• Content Alert Services
• Evaluating Sources
• Primary Sources
• Secondary Sources
• Tiertiary Sources
• Scholarly vs. Popular Publications
• Qualitative Methods
• Quantitative Methods
• Insiderness
• Using Non-Textual Elements
• Limitations of the Study
• Common Grammar Mistakes
• Writing Concisely
• Avoiding Plagiarism
• Footnotes or Endnotes?
• Further Readings
• Generative AI and Writing
• USC Libraries Tutorials and Other Guides
• Bibliography

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

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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.

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.

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.

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• 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.
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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.

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.

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.

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.

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

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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How To Write A High-Impact Executive Summary

By Derek Jansen | January 2018

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.

#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.

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.

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.  

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.

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

Regards Saane

It’s a pleasure!

This was really helpful with how to structure my assignment.

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

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.

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

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

Great insight and tips . Thanks

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

Thank you for your help

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Executive summaries

Learn how to write effective executive summaries.

What is an executive summary?

In a professional context people are often busy and don’t have time to read a full report. They read the executive summary to get a quick overview; to evaluate the quality of the report; or even to make a decision.

It needs to make sense to someone who hasn’t read the report (and may not ever read it). This means that it must reflect the structure of the report and provide a summary of all sections.

It is a standalone section that goes before the main content of the report - it is not part of the body and it does not replace the introduction .

How do I write one?

This video looks at the aim, audience and structure of executive summaries and provides an example for you to analyse.

Write your executive summary last, so you know what you’ve covered in the report. Then, edit and check the structure by using a different colour highlighter to show which sentences relate to each section (e.g. aim in blue, findings in green). This will help you to see if you’ve missed anything.

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How to write an executive summary in 10 steps

Whether presenting a business plan, sharing project updates with stakeholders, or submitting a project proposal, an executive summary helps you grab attention and convey key insights.

Think of it as a condensed version of a document, report, or proposal that highlights the most important information clearly and concisely. It's like a "cheat sheet" that gives you a snapshot of the main points without reading the entire thing.

Throughout the article, we'll explore some examples of executive summaries to give you a better understanding of how they can be applied. Plus, we'll provide you with ready-to-use templates and best practices for writing compelling executive summaries.

What is an executive summary?

An executive summary is a concise overview of a longer document or report. It is typically written for busy executives or decision-makers who may not have the time to read the entire document but still need to grasp its key points and recommendations. 

An effective executive summary should capture the essence of the document, highlighting the most important information in a brief and easily understandable way. It should provide a snapshot of the document's purpose, methodology, major findings, and key recommendations. The summary should be written in a way that allows the reader to quickly grasp the main ideas and make informed decisions based on the information presented.

Why do you need to write one?

For a business owner , an executive summary is one of the most important documents you will have. Like a business plan , they help you lay out the potential value of your business and your potential for success. 

Unlike a business proposal, however, an executive summary is designed to be read in a brief amount of time. That makes them ideal for a variety of uses, like project proposals and research summaries. Sending your strategic plan to a prospective investor or stakeholder likely won’t get you far. But a brief report that clearly states your key findings and what’s in it for them might help you — and your proposal — stand out. It isn't all the details. It's what gets you the meeting to share more.

An executive summary is also a business document that can travel without you. It may be presented to other leaders and potential investors. If it’s written well, it will take on a life of its own. You may find that you get support and resources from places you never imagined.

What should be included in an executive summary?

Your executive summary should include brief descriptions of who your product, service, or proposal is for and your competitive advantage. Be sure to introduce your report concisely yet clearly . Note the most important points and its overall purpose––what do you hope to achieve with this report? 

Also, include any necessary background information and statistics about the industry, high-level information about your business model, necessary financial information, or other insights you discuss in the report. Depending on your proposal, you may want to consider summarizing a market analysis of your target market.

Typically, an executive summary follows a structured format, including sections such as:

• Introduction: Provides a brief background and context for the document.
• Objective or purpose: Clearly states the goal of the document and what it aims to achieve.
• Methodology: Briefly describes the approach, data sources, and methods used to conduct the research or analysis.
• Findings: Summarizes the main findings, conclusions, or results derived from the document.
• Recommendations: Outlines the key recommendations or proposed actions based on the findings.
• Conclusion: Provides a concise wrap-up of the main points and emphasizes the significance of the document.

How do you write an executive summary?

When tackling an executive summary, it's all about following a structured approach to ensure you effectively communicate those crucial points, findings, and recommendations. Let’s walk through some steps and best practices to make it a breeze:

Step 1: Get to know the document

Take the time to dive into the full document or report that your executive summary will be based on. Read it thoroughly and identify the main objectives, key findings, conclusions, and recommendations.

Step 2: Know your audience

Think about who you're writing the executive summary for. Consider their knowledge level, interests, and priorities. This helps you tailor the summary to their needs and make it relevant and impactful.

Step 3: Outline the structure

Create an outline for your executive summary with sections like introduction, objective, methodology, findings, recommendations, and conclusion. This way, you'll have a logical flow that's easy to follow.

Step 4: Start strong

Kick off your executive summary with a captivating opening statement. Make it concise, engaging, and impactful to hook the reader and make them want to keep reading.

Step 5: Summarize objectives and methodology

Give a brief overview of the document's objectives and the methodology used to achieve them. This sets the context and helps the reader understand the approach taken.

Step 6: Highlight key findings

Summarize the main findings, conclusions, or results. Focus on the juiciest and most relevant points that support the document's purpose. Keep it clear and concise to get the message across effectively.

Step 7: Present key recommendations

Outline the important recommendations or proposed actions based on the findings. Clearly state what needs to be done, why it matters, and how it aligns with the document's objectives. Make those recommendations actionable and realistic.

Step 8: Keep it snappy

Remember, an executive summary should be short and sweet. Skip unnecessary details, jargon, or technical language . Use straightforward language that hits the mark.

Step 9: Review and polish

Once you've written the executive summary, give it a careful review for clarity, coherence, and accuracy. Make sure it captures the essence of the full document and represents its content faithfully. Take the extra step to edit out any fluff or repetition.

Step 10: Dress to impress

Consider formatting and presentation. Use headings, bullet points, and formatting styles to make it visually appealing and easy to skim. If it makes sense, include some graphs, charts, or visuals to highlight key points.

Tips for writing an effective executive summary

• Adapt your language and tone to suit your audience.
• Keep things concise and crystal clear—say no to jargon.
• Focus on the most important info that packs a punch.
• Give enough context without overwhelming your reader.
• Use strong and persuasive language to make your recommendations shine.
• Make sure your executive summary makes sense even if the full document isn't read.
• Proofread like a pro to catch any pesky grammar, spelling, or punctuation errors.

Executive summary template for business plans

Here's a general template for creating an executive summary specifically for business plans:

[Your Company Name]

[Business Plan Title]

Business overview

Provide a brief introduction to your company, including its name, location, industry, and mission statement . Describe your unique value proposition and what sets your business apart from competitors.

Market analysis

Summarize the key findings of your market research. Provide an overview of the target market, its size, growth potential, and relevant trends. Highlight your understanding of customer needs, preferences, and behaviors.

Product or service offering

Outline your core products or services, including their key features and benefits. Emphasize how your offerings address customer pain points and provide value. Highlight any unique selling points or competitive advantages.

Business model

Explain your business model and revenue generation strategy. Describe how you will generate revenue, the pricing structure, and any distribution channels or partnerships that contribute to your business's success.

Marketing and sales strategy

Summarize your marketing and sales approach. Highlight the key tactics and channels you will use to reach and attract customers. Discuss your promotional strategies, pricing strategies, and customer acquisition plans.

Management team

Introduce the key members of your management team and their relevant experience. Highlight their expertise and how it positions the team to execute the business plan successfully. Include any notable advisors or board members.

Financial projections

Summarize your financial projections, including revenue forecasts, expected expenses, and projected profitability. Highlight any key financial metrics or milestones. Briefly mention your funding needs, if applicable.

Funding requirements

If seeking funding, outline your funding requirements, including the amount needed, its purpose, and the potential sources of funding you are considering. Summarize the expected return on investment for potential investors.

Reiterate the vision and potential of your business. Summarize the key points of your business plan, emphasizing its viability, market potential, and the expertise of your team. Convey confidence in the success of your venture.

Note: Keep the executive summary concise and focused, typically within one to two pages. Use clear and compelling language, emphasizing the unique aspects of your business. Tailor the template to suit your specific business plan, adjusting sections and details accordingly.

Remember, the executive summary serves as an introduction to your business plan and should pique the reader's interest, conveying the value and potential of your business in a concise and persuasive manner.

Executive summary examples

Every executive summary will be unique to the organization's goals, vision, and brand identity. We put together two general examples of executive summaries to spark your creativity and offer some inspiration. 

These are not intended to be used as-is but more to offer ideas for how you may want to put your own executive summary together. Be sure to personalize your own summary with specific statistics and relevant data points to make the most impact.

Example 1: executive summary for a communications business plan

Introduction:

We're thrilled to present our innovative [insert product] that aims to revolutionize the way people connect and engage. Our vision is to empower individuals and businesses with seamless communication solutions that break barriers and foster meaningful connections.

Market opportunity:

The communications industry is evolving rapidly, and we've identified a significant opportunity in the market. With the proliferation of remote work, the need for reliable and efficient communication tools has skyrocketed. Our extensive market research indicates a demand for solutions that prioritize user experience, security, and flexibility.

Product offering:

At [Company Name], we've developed a suite of cutting-edge communication tools designed to meet the diverse needs of our customers. Our flagship product is a unified communication platform that integrates voice, video, messaging, and collaboration features into a seamless user experience. We also offer customizable solutions for businesses of all sizes, catering to their unique communication requirements.

Unique value proposition:

What sets us apart from the competition? Our user-centric approach and commitment to innovation. We prioritize user experience by creating intuitive interfaces and seamless interactions. Our solutions are scalable, adaptable, and designed to keep up with evolving technological trends. By combining ease of use with advanced features, we deliver unparalleled value to our customers.

Target market:

Our primary focus is on small and medium-sized businesses (SMBs) that require efficient and cost-effective communication tools. We also cater to individuals, remote teams, and larger enterprises seeking reliable and secure communication solutions. Our target market encompasses industries such as technology, finance, healthcare, and professional services.

Business model:

To generate revenue, we employ a subscription-based business model. Customers can choose from different plans tailored to their specific needs, paying a monthly or annual fee. We also offer additional services such as customization, integration, and customer support, creating additional revenue streams and fostering long-term customer relationships.

Marketing and sales strategy:

Our marketing strategy centers around building brand awareness through targeted digital campaigns, content marketing, and strategic partnerships. We'll leverage social media, industry influencers, and online communities to reach our target audience. Additionally, our sales team will engage in proactive outreach, nurturing leads and providing personalized consultations to convert prospects into loyal customers.

Team and expertise:

Our team is composed of experienced professionals with a deep understanding of the communications industry. Led by our visionary founder and supported by a skilled and diverse team, we have the expertise to drive innovation, develop robust products, and deliver exceptional customer service. We're passionate about our mission and dedicated to making a lasting impact in the market.

Financial projections:

Based on extensive market research and financial analysis, we anticipate strong growth and profitability. Our financial projections indicate steady revenue streams, with increasing customer adoption and market share. We're committed to managing costs effectively, optimizing our resources, and continuously reinvesting in research and development.

Funding requirements:

To fuel our ambitious growth plans and accelerate product development, we're seeking [funding amount] in funding. These funds will be allocated towards expanding our team, scaling our infrastructure, marketing efforts, and ongoing product innovation. We believe this investment will position us for success and solidify our market presence.

Conclusion:

In summary, [Company Name] is poised to disrupt the communications industry with our innovative solutions and customer-centric approach. We're ready to make a positive impact by empowering individuals and businesses to communicate effectively and effortlessly. Join us on this exciting journey as we redefine the future of communication. Together, we'll shape a connected world like never before.

Example 2: executive summary for a project proposal

[Project Name]

[Project Proposal Date]

Hello! We're thrilled to present our project proposal for [Project Name]. This executive summary will provide you with a high-level overview of the project, its objectives, and the value it brings.

Project overview:

Our project aims to [describe the project's purpose and scope]. It's a response to [identify the problem or opportunity] and has the potential to bring significant benefits to [stakeholders or target audience]. Through meticulous planning and execution, we're confident in our ability to achieve the desired outcomes.

Objectives:

The primary goal of our project is to [state the overarching objective]. In addition, we have specific objectives such as [list specific objectives]. By accomplishing these goals, we'll create a positive impact and drive meaningful change.

Our proposed approach for this project is based on a thorough analysis of the situation and best practices. We'll adopt a structured methodology that includes [describe the key project phases or activities]. This approach ensures efficient utilization of resources and maximizes project outcomes.

The benefits of this project are truly exciting. Through its implementation, we anticipate [describe the anticipated benefits or outcomes]. These benefits include [list specific benefits], which will have a lasting and positive effect on [stakeholders or target audience].

Implementation timeline:

We've devised a comprehensive timeline to guide the project from initiation to completion. The project is divided into distinct phases, with well-defined milestones and deliverables. Our timeline ensures that tasks are executed in a timely manner, allowing us to stay on track and deliver results.

Resource requirements:

To successfully execute this project, we've identified the key resources needed. This includes [list the resources required, such as human resources, technology, equipment, and funding]. We're confident in our ability to secure the necessary resources and allocate them effectively to ensure project success.

A project of this nature requires a well-planned budget. Based on our analysis, we've estimated the required funding to be [state the budget amount]. This budget encompasses all project-related costs and aligns with the anticipated benefits and outcomes.

Our project proposal is an exciting opportunity to address [the problem or opportunity] and create tangible value for [stakeholders or target audience]. With a clear vision, defined objectives, and a robust implementation plan, we're ready to embark on this journey. Join us as we bring this project to life and make a lasting impact. 

Is an executive summary the same as a project plan?

While both are important components of project management and documentation , they serve different purposes and contain distinct information.

An executive summary, as discussed earlier, is a concise overview of a longer document or report. It provides a snapshot of the key points, findings, and recommendations. It focuses on high-level information and aims to provide an overview of the document's purpose, methodology, findings, and recommendations.

On the other hand, a project plan is a detailed document that outlines the specific activities, tasks, timelines, resources, and milestones associated with a project. It serves as a roadmap for project execution, providing a comprehensive understanding of how the project will be carried out.

A project plan typically includes objectives, scope, deliverables, schedule, budget, resource allocation, risk management, and communication strategies. It is intended for project team members, stakeholders, and those directly involved in the execution.

In summary, an executive summary offers a condensed overview of a document's key points, while a project plan provides a comprehensive and detailed roadmap for executing a project.

Executive summaries vs. abstracts

An executive summary is not the same as an abstract. Executive summaries focus on the main points of a proposal. They highlight when and why a reader should invest in the company or project.

An abstract, on the other hand, concentrates on what the business does and its marketing plan. It typically doesn’t include detailed information about finances.

While it is usually compelling, it’s less of an elevator pitch and more of a summary. The goal of an abstract is to inform, not to persuade. On the other hand, the goal of an executive summary is to give readers who are pressed for time just enough information that they’ll want to look further into your proposition.

When do you use an executive summary?

An executive summary is used in various situations where there is a need to present a condensed overview of a longer document or report. Here are some common instances when an executive summary is used:

• Business proposals: When submitting a business proposal to potential investors, partners, or stakeholders, an executive summary is often included. It provides a concise overview of the proposal, highlighting the key aspects such as the business idea, market analysis, competitive advantage, financial projections, and recommended actions.
• Reports and research studies: Lengthy reports or research studies often include an executive summary at the beginning. This allows decision-makers, executives, or other stakeholders to quickly understand the purpose, methodology, findings, and recommendations of the report without going through the entire document.
• Project updates: During the course of a project, project managers may prepare executive summaries to provide updates to stakeholders or higher-level management. These summaries give a brief overview of the project's progress, achievements, challenges, and upcoming milestones.
• Strategic plans: When developing strategic plans for an organization, an executive summary is often included to provide an overview of the plan's goals, objectives, strategies, and key initiatives. It allows executives and stakeholders to grasp the essence of the strategic plan and its implications without reading the entire document.
• Funding requests: When seeking funding for a project or venture, an executive summary is commonly used as part of the funding proposal. It provides a succinct summary of the project, highlighting its significance, potential impact, financial requirements, and expected outcomes.

In general, an executive summary is used whenever there is a need to communicate the main points, findings, and recommendations of a document concisely and efficiently to individuals who may not have the time or inclination to read the entire content. It serves as a valuable tool for understanding and facilitates quick decision-making.

5 ways project managers can use executive summaries

Project managers can use executive summaries in various ways to effectively communicate project updates, status reports, or proposals to stakeholders and higher-level management. Here are some ways project managers can use executive summaries:

• Project status updates: Project managers can provide regular executive summaries to stakeholders and management to communicate the current status of the project. The summary should include key achievements, milestones reached, challenges encountered, and any adjustments to the project plan. It allows stakeholders to quickly grasp the project's progress and make informed decisions or provide guidance as needed.
• Project proposals: When pitching a project idea or seeking approval for a new project, project managers can prepare an executive summary to present the essential aspects of the project. The summary should outline the project's objectives, scope, anticipated benefits, resource requirements, estimated timeline, and potential risks. It helps decision-makers understand the project's value and make an informed choice about its initiation.
• Project closure reports: At the end of a project, project managers can prepare an executive summary as part of the project closure report. The summary should highlight the project's overall success, key deliverables achieved, lessons learned, and recommendations for future projects. It provides a concise overview of the project's outcomes and acts as a valuable reference for future initiatives.
• Steering committee meetings: When project managers present updates or seek guidance from a steering committee or governance board, an executive summary can be an effective tool. The summary should cover the important aspects of the project, such as progress, issues, risks, and upcoming milestones. It ensures that decision-makers are well-informed about the project's status and can provide relevant guidance or support.
• Change requests: When submitting a change request for a project, project managers can include an executive summary to summarize the proposed change, its impact on the project, potential risks, and benefits. It helps stakeholders and decision-makers quickly assess the change request and make informed decisions about its implementation.

Using executive summaries, project managers can efficiently communicate project-related information to stakeholders, executives, and decision-makers. The summaries provide a concise overview of the project's status, proposals, or closure reports, allowing stakeholders to quickly understand the key points and take appropriate action.

When should you not use an executive summary?

While executive summaries are widely used in many situations, there are some cases where they may not be necessary or suitable. Here are a few scenarios where an executive summary may not be appropriate, along with alternative approaches:

• Highly technical documents: If the document contains highly technical or specialized information that requires a detailed understanding, an executive summary alone may not be sufficient. In such cases, it is better to provide the complete document and supplement it with explanatory materials, presentations , or meetings where experts can explain and discuss the technical details.
• Personal or creative writing: Executive summaries are typically used for informational or analytical documents. If the content is more personal in nature, such as a memoir, novel, or creative piece, an executive summary may not be relevant. Instead, focus on providing an engaging introduction or book blurb that entices readers and conveys the essence of the work.
• Short documents: If the document itself is already concise and can be easily read in its entirety, an executive summary may be redundant. In these cases, it is more effective to present the complete document without an additional summary.
• Interactive presentations: In situations where you can present information interactively, such as in meetings, workshops, or conferences, it may be more effective to engage the audience directly rather than relying solely on an executive summary. Use visual aids, demonstrations, discussions, and Q&A sessions to convey the necessary information and capture the audience's attention.

Final thoughts on writing a compelling executive summary

An executive summary isn’t the kitchen sink — it’s the bells and whistles. Geared toward busy decision-makers, these one-pagers communicate your case for action and proposed solutions. When it’s written well, your audience will walk away with an understanding of what needs to be done, why it needs to happen, and why they should help it move forward. 

But writing it well doesn’t just mean spell-checking. It means tailoring your communication to an influential, yet busy and distracted audience. To be effective, you’ll need to write your proposal with empathy and an understanding of what matters to them .

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How to Write an Executive Summary for a Research Paper

• Icon Calendar 18 May 2024
• Icon Page 5094 words
• Icon Clock 23 min read

When people work on organizing their research papers, they need effective guidelines on how to write an executive summary. This article provides insights students should grasp to create high-standard texts, including defining what is an executive summary, its meaning, and its basic structure. About the structure, the guideline teaches students all the sections of an executive summary (introduction, purpose statement, methods, findings, recommendations, limitations, implementation, and conclusion), the contents of each part, and how to write each element. Other insights include 20 tips for producing a high-standard executive summary, including 10 dos and 10 don’ts. Lastly, the article gives a sample outline template for writing a good executive summary and a practical example of this section of a research paper.

How to Write an Outstanding Executive Summary for a Research Paper & Examples

A habit of reading different types of papers is helpful to students’ mental preparation for course assessments but, more importantly, to their intellectual development. Reading various types of essays, reports, and research papers also induces the mental faculties of intellect, reason, imagination, and intuition, which are essential for academic discourse. Indeed, one can tell a writer who reads habitually by how they construct and defend arguments and ideas in their works. Basically, this guideline for writing an effective executive summary includes essential insights into what students should and should not do when writing this type of academic document. The article also defines what is an executive summary and its meaning, outlines its distinctive features, shows how to write each part of this section of a research paper, explains concepts, and gives helpful tips for producing a high-standard document. In turn, this guideline gives a sample outline of a project paper and an example of an executive summary.

Definition of What Is an Executive Summary and Its Meaning

From a simple definition, an executive summary is a text that accounts for the main points of a longer text, mainly a market study report, project report, and business proposal. In this respect, it serves the same purpose as an abstract, the only difference being that it is not used in research papers. Ideally, an abstract is a short and descriptive section of the essential details of a research paper, such as background, methodology, results, and conclusion. In contrast, an executive summary means writing a comprehensive overview of a report, research proposal, or project that explains the main points, including recommendations. Practically, an abstract is between 0.5-1 page, while an executive summary is about 5-10% of the document’s total word count. Since the purpose of an executive summary is to summarize the entire research paper comprehensively, it precedes the introduction of a report, proposal, or business plan.

Distinctive Features of an Executive Summary

An executive summary is identifiable by specific features that distinguish it from other texts, including essays and research papers. Essentially, all scholarly documents require the same level of mental preparation by writers to produce high-quality work. However, students must understand that some papers are demanding because of their contents, which underscore the basic essay outline. The main contents that earmark the distinctive features of an executive summary are an introduction, a purpose statement, methods, findings, recommendations, limitations, an implementation plan, and a conclusion.

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1️⃣ Introduction

The introduction of an executive summary highlights the document’s topic, which emphasizes the type of paper it is, such as a business proposal, project report, or market research report. In this respect, it must be short and precise. Because the focus is the topic, one should use a bridge sentence or short paragraph for the introduction.

2️⃣ Purpose Statement

The purpose statement of an executive summary communicates the document’s primary objective. In this respect, it provides a brief background of the topic to enhance the reader’s understanding of the essence of the document. The language in this part reflects an expected end, while common terms include ‘aim,’ ‘goal,’ ‘purpose,’ or ‘objective.’

3️⃣ Methods

In an executive summary, methods outline the writer’s approach to achieving the primary objective, such as examining official data, conducting a field study, reviewing the literature, or interviewing stakeholders. Students need to understand that this component differs from the research methodology of research papers. In this respect, it does not detail the methods one has used to complete the work. In essence, it outlines the strategies that help writers to better understand critical issues, such as challenges to a sector, stakeholder sentiments, industry insights, or potential barriers.

4️⃣ Findings

Findings in an executive summary are the outcomes of the methods, meaning it is what the writer has discovered about an issue, such as an industry, stakeholders, or a project. This component is crucial to readers because it offers a sneak peek into the outcomes that underscore the primary purpose of the entire document: project report, market research report, or business proposal.

5️⃣ Recommendations

Recommendations in an executive summary underscore the writer’s perspective regarding the issues that a research paper addresses as a challenge or problem. For example, if the paper is a report about healthcare status, the challenges or problems it identifies may be nursing shortages or medical errors. The recommendations should highlight what stakeholders, like the government and health institutions, must do to overcome these challenges or problems. In other words, the recommendations address what must be done to rectify a situation or make it possible to achieve specific outcomes.

6️⃣ Limitations

Like a research paper, an executive summary must point out the limitations that the document’s author encountered in reporting about a project or business plan. For example, these limitations may include a lack of goodwill among stakeholders, sufficient time to investigate a matter, or resources to execute the task. This information is essential to the audience because it indicates the dynamics influencing the primary objective.

7️⃣ Implementation Plan

The implementation plan is the component in an executive summary that provides a framework for adopting and implementing the recommendations. Typically, this information includes claims and activities, people responsible, the timeframe, and budget allocation. Sometimes, an evaluation plan is also part of the implementation plan.

8️⃣ Conclusion

The conclusion part of an executive summary is a call to action about the project report, market research report, or business proposal. Unlike conclusions in other academic papers and essays that summarize the paper’s main points, the conclusion of an executive summary gives a direction about the document. Essentially, writers use this component to call to action the audience to adopt the recommendations or compel stakeholders to adopt a particular perspective. In turn, it persuades the audience to adopt a particular stance regarding the report or proposal.

The Length of an Executive Summary

Students should know the length of each of the above sections, except the introduction and conclusion parts, depending on the document’s total length, which determines the word count of an executive summary. For example, a long and robust project report or business proposal requires a long executive summary with an extended purpose statement, methods, findings, recommendations, limitations, and implementation, which means the length of 4-10 double spaced pages, or 2-5 single spaced pages, or 1000–2500 words, depending on the volume of the work. Typically, the introduction and conclusion sections take a statement or short paragraph of 0.5-1 double spaced page or 125-250 words, irrespective of a research paper or executive summary’s length. However, if a research paper is a long work of more than 10 double spaced pages, 5 single spaced pages, or 2500 words, the introduction and conclusion parts should not exceed 5-10% of the whole word count. Besides, the body section of an executive summary must take 80-90% of the total word count of a research paper, not less. The word count of a title page, a table of contents, an abstract, a reference page, and appendix is not considered since these parts are technical and do not mean writing itself.

How to Write Each Section of an Executive Summary for a Research Paper

Writing an executive summary requires students to demonstrate an understanding of its purpose. This understanding means students should know when to write it, what to talk about, and how to write each of the sections above. Therefore, writing an executive summary is essential to approach carefully and with the utmost focus.

1️⃣ Writing an Executive Summary as a Last Action

Because an executive summary overviews the entire research paper, students should write this part after finishing their market research reports, project reports, or business proposals. However, one should read and reread the whole research paper to know the most significant points forming part of the summary. By writing an executive summary as a last item, one can have a mental picture of what to address to give the audience a comprehensive sneak peek into a research paper document.

2️⃣ Making Notes of Important Aspects

While reading and rereading a research paper, students should take notes of the most critical aspects of their work that must appear in an executive summary. These aspects must address each section above. Moreover, one should identify crucial information in an introduction, a purpose statement, methods, findings, recommendations, limitations, an implementation plan, and a conclusion.

A. Writing an Introduction Part of an Executive Summary

When writing a college essay introduction, students must refrain from going into details about the purpose of the text because they will have an opportunity to do so later. While one may mention the document’s background, one should make it concise to contextualize the topic. The most crucial detail is that the introduction part of an executive summary should be a sentence or brief paragraph.

B. Writing a Purpose Statement Part of an Executive Summary

When writing the research paper’s purpose, students should communicate the type of document, such as a business proposal, a market research report, or a project report. The next thing is to state the background; provide the reason for writing, like sourcing funds; recommend solutions; or report progress and challenges. However, one should avoid going into detail because they will do so later in an executive summary of a research paper.

C. Writing a Methods Part of an Executive Summary

When writing a methods section, one should focus on giving the audience a sense of the strategy that helps achieve the outcomes. However, writers should approach this part differently than the methodology section of a research paper. Instead, they should mention what they did to execute the work, such as interviewing stakeholders or analyzing official data. The best way to approach this section is to list everything one did to make a research paper.

D. Writing a Findings Part of an Executive Summary

Since the purpose of the findings section in a research paper is to narrate outcomes, students should write it in the past tense. Therefore, when writing this section of an executive summary, authors should see themselves as reporters educating the audience about what they have learned in executing the task. An essential detail students should note when writing the section is to refer to credible sources of information that lead to the findings. These reliable sources can be documents, organizations, individuals in leadership, or industry experts.

E. Writing a Recommendations Part of an Executive Summary

When writing a recommendations section in an executive summary for a research paper, students should focus on giving a clear summary of what should happen after the findings. Essentially, one should address the key decision-makers or stakeholders because they are responsible for creating change through policy. The best approach to writing recommendations is to interrogate each challenge or problem and related findings to understand what must happen to create positive outcomes.

F. Writing a Limitations Part of an Executive Summary

The best approach to writing a limitations section in an executive summary for a research paper is to interrogate the challenges one has faced in the project, such as a lack of goodwill among stakeholders or sufficient time, resources, or support. Ideally, writers aim to inform the audience of the factors that have complicated their work or may complicate the implementation of the recommendations.

G. Writing an Implementation Plan Part of an Executive Summary

When writing an implementation plan in an executive summary, students should focus on telling the audience the procedure for actualizing the recommendations. In this respect, the best approach to writing this section is to interrogate the recommendations to determine what must happen to actualize each. For example, some issues to consider may include people in charge of implementation, such as an organization’s human resource director, the time it would take to actualize (timeline), the budget, and how to measure success (evaluation).

H. Writing a Conclusion Part of an Executive Summary

When writing a conclusion part, students should aim to persuade the audience to adopt a particular stance regarding a research paper or proposal. Although one might reiterate the topic, it is not necessary to mention each of the preceding sections. Instead, writers should focus on sending a strong communication regarding it. The best approach to writing the conclusion section is to influence the audience’s perspective on the topic and the recommendations and implementation.

3️⃣ Explaining Acronyms, Abbreviations, and Key Terms

Since an executive summary is an overview of a market research paper, project report, or business plan, authors should write it clearly and precisely. The best approach is to use simple language and define all acronyms, abbreviations, and key terms. In turn, students should not assume that readers know what each acronym, abbreviation, and key term means when they read research papers.

4️⃣ Proofreading, Revising, and Editing an Executive Summary Section of a Research Paper

After completing writing a research paper, students should proofread it to identify grammatical and formatting mistakes and inconsistent arguments and ideas. For example, the best way to fix these mistakes and flaws is to revise the whole research paper by fixing mistakes, like missing punctuation and wrong citations, and editing it by adding or deleting words and sentences to create a logical order of thoughts and ideas. In turn, writers must be factual, not use word count fillers, and avoid unnecessary repetitions. Besides, students should know that the audience is not interested in stories but in factual communication that makes logical sense.

Sample Paper Template for Writing a Good Executive Summary

Like essays, executive summaries have a specific structure students should demonstrate in their writing. The sections above underscore this outline template, meaning students should know what each section of writing an executive summary for a research paper entails and how to write it. The best way to write a high-quality executive summary is to create a template and populate it with ideas for a project, a business plan, a proposal, or a report. This preparation helps writers to have a mental picture of the kind of document they want to have and the right attitude when writing.

I. Introduction: [Introduce the topic and state the kind of document, such as a market research paper, project report, or business plan].

II. Purpose Statement: [Explain the primary objective of a research paper, such as investigating a problem, souring some funds, or reporting its progress].

III. Methods: [Enumerate how the task is accomplished, such as examining official data, interviewing stakeholders, or reviewing the literature].

IV. Findings: [Provide the outcomes of the methods, such as what official data reveals, stakeholders’ sentiments, or what research says].

V. Recommendations: [State clearly what stakeholders or key decisions must do to address the challenges or problems that the findings reveal].

VI. Limitations: [Discuss the challenges or problems that were encountered in completing the task, such as poor time management, a lack of support, or absent goodwill by stakeholders].

VII. Implementation Plan: [Include what stakeholders or key decision-makers must do to actualize the recommendations, such as identifying a person responsible and establishing a budget and timeline].

VIII. Conclusion: [Persuade the audience to adopt the recommendations and work toward creating change by facilitating an implementation plan].

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Example of an Executive Summary for an 8000-Word Research Paper

Topic: A Need for Proactive Climate Change Initiatives

I. Example of an Introduction Section in an Executive Summary

Stakeholders in the climate change discourse must shift focus from discourse to practical, proactive measures to demonstrate seriousness in tackling the biggest threat of the millennium.

II. Example of a Purpose Statement Section in an Executive Summary

The purpose of writing this executive study is to examine the status of the climate change discourse, interrogate dynamics that make it unpromising as a practical solution to the crisis, and recommend what stakeholders must do to restore hope to millions globally who are afraid that climate change poses the biggest threat to the existence of current and future generations.

III. Example of a Methods Section in an Executive Summary

An executive report employs several data-gathering methods to achieve these objectives, including examining the climate change discourse over the decades to identify key themes: environmental policies, greenhouse gases, industrial pollution, natural disasters, weather forecasts, and others. Another method is interrogating research and official data on climate change by government agencies in the last three decades. The report also considers interviews with environmentalists, social justice advocates, government officials, and leaders of organizations that dedicate their mission to creating awareness about the need for environmental conservation and preservation.

IV. Example of a Findings Section in an Executive Summary

Overall, the methods above reveal worrying findings about the climate change discourse:

• Human activities, including industries and deforestation, have increased global warming to 1.1 degrees C, triggering unprecedented changes to the Earth’s climate. The lack of consensus on reversing human-induced global warming among the most industrialized countries suggests that the trend will worsen in the coming decades.
• The impacts of climate change are evident on people and ecosystems. Without urgent practical interventions, these impacts will become more widespread and severe with every additional degree of global warming.
• Developing and implementing adaptation measures in communities can effectively build and foster the resilience of people and ecosystems. However, stakeholders must interrogate their climate change funding priorities for effective proactive interventions.
• Communities will continue recording climate-induced losses and damages as long as communities cannot adapt to some impacts of this global problem. An example is 1.1 degrees C of global warming.
• Projections indicate global greenhouse gas (GHC) emissions will peak at 1.5 degrees C before 2025 in selected at-risk pathways.
• Burning fossil fuels remains the leading cause of the global climate crisis.
• Carbon removal is the most effective and practical solution to limiting global warming from peaking at 1.5 degrees C.
• There is a lack of commitment by key stakeholders to finance climate change mitigation and adaptation.
• Climate change and the collective efforts to mitigate and adapt to its impacts will exacerbate global inequity if stakeholders do not prioritize just transition.

These findings of a research paper confirm that the climate change discourse is alive to the threat the global problem poses to people and ecosystems and the weaknesses in the current interventions.

V. Example of a Recommendations Section in an Executive Summary

This executive report recommends that key stakeholders, including governments, communities, policy experts, and financiers, must adopt to prioritize practical solutions to the global climate crisis.

• Stakeholders must target a net-zero climate-resilient future through urgent, systemwide transformations.
• Adopt policies that enhance access to fresh produce by establishing a relationship between farmers and consumers.
• Improve awareness about the critical benefits of organic foods.
• Consider policies that promote regenerative farm practices to eliminate toxins and revitalize soils.
• Create infrastructures for transforming waste into compost manure for farm use.
• Develop policies that encourage communities to embrace a green neighborhood.

VI. Example of a Limitations Section in an Executive Summary

This executive report recognizes several limitations that have made the fight against climate change unproductive and threaten current and future endeavors to arrest the crisis. For example, stakeholders need to note that these limitations may undermine the implementation of the recommendations in this report. One limitation is a lack of goodwill among key stakeholders. The four leading industrial powers, namely the United States, China, India, and Brazil, contribute to significant global atmospheric temperature increases. Traditionally, these countries have refused to agree on how to cut back on industries primarily because they are the main drivers of their economies. Another limitation is the mis-prioritization of financing, where much focus is on theoretical interventions, such as agreements and seminars, at the expense of practical solutions like building infrastructures for transforming waste into usable products. While stakeholders agree on the essence of the 3R (reuse, reduce, and recycle) framework, there is little practical implementation at the community level.

VII. Example of an Implementation Plan Section in an Executive Summary

The implementation plan for the recommendations above recognizes government agencies as the most suitable implementers because official bodies are the key stakeholders who finance climate change initiatives. The business plan considers that, to shift the climate change fight from mere discourse to practical evidence, stakeholders must prioritize the following:

• A budget of at least $50 million annually at the country level;
• A period of between 2-5 years; and
• Periodic evaluation of progress through at least one annual seminar or conference.

VIII. Example of a Conclusion Section in an Executive Summary

This executive research paper calls on all stakeholders in the climate change discourse to reconsider the current focus by recognizing its failure to create meaningful change as evidence shows the crisis continues to worsen. Instead, they should focus on practical, proactive interventions focusing on communities because that is where much environmental damage happens. It is also where the adversities of the crisis manifest most powerfully.

4 Easy Steps for Writing an Executive Summary

Writing an executive summary is a technical undertaking requiring writers to consider each section’s basic structure and essential details. When writing a research paper, one must know when to write each section and what to say. In this respect, preparation, stage setup, writing a first draft of an executive section, and wrap-up are essential steps students should follow to produce a research paper document that meets quality standards.

Step 1: Preparation

As the first step in writing an executive summary, preparation helps writers to develop a proper mindset that involves knowing the basic structure and what to write in each section of a research paper. Therefore, the critical task for students in this stage is constructing the basic structure and stating what must happen in each section.

Step 2: Stage Setup

Setting up the stage is the second step in writing an executive summary. It involves reading and rereading the document to identify critical details to address in each section of the basic structure. The best approach to achieve this outcome is to make notes of the most vital data when reading a research paper.

Step 3: Writing a First Draft of an Executive Summary

The third step is to create a first draft of an executive summary by putting all the critical data into relevant sections. Ideally, people must start with a clear introduction where they point out the focal point of a research paper and then move to a study’s purpose statement, methods, findings, recommendations, limitations, implementation plan, and conclusion. Each research section must summarize and not explain the most critical data.

Step 4: Wrap-Up

Wrapping a first draft into a final version of a research paper is the last step in writing an executive summary. This stage involves proofreading, revising, and editing a first version of an executive summary to eliminate grammar mistakes and inconsistent statements. As a result, authors must perfect their executive summaries of research papers by fixing errors and flaws that affect the logical progression of ideas and thoughts and the overall quality of the text.

20 Tips for Writing an Effective Executive Summary

Writing an executive summary can be demanding, particularly for students who do not prepare well or do not know what is most important. The following tips can be helpful: begin an executive summary by explaining why the topic is important; state the purpose of a research paper by outlining the problem and why it is essential or relevant to the audience; explain the methods that help to execute the task; state the findings; enumerate the limitations by addressing dynamics that undermine the implementation of solutions; consider the recommendations and list them using numbers or bullet points; outline an implementation plan that identifies the person or entity that oversee the implementation, the budget allocation, and how to evaluate progress; and write a conclusion that persuades the audience to adopt a particular perspective about the topic. In turn, 10 dos and 10 don’ts that writers should consider when writing their executive summaries in their research papers are:

10 things to do when writing an executive summary include:

• reading a research paper thoroughly to identify the primary objective, methods for collecting data, key findings, recommendations, significant limitations, and an implementation strategy;
• considering the audience of an executive summary to determine whether to use simple or technical language;
• writing formally and avoiding jargon;
• outlining the structure that considers all the main sections (introduction, purpose statement, methods, key findings, recommendations, limitations, implementation, and conclusion);
• organizing an executive summary in a summary format;
• using a short, clear, precise, and captivating opening statement to hook readers;
• including each section to state the most critical details;
• focusing on summarizing a research paper rather than explaining its contents;
• reviewing a research paper for incorrect information;
• proofreading, revising, and editing an executive summary to eliminate all mistakes.

10 things not to do when writing an executive summary include:

• using jargon to simplify complex terms and phrases;
• explaining rather than summarizing a research paper;
• creating too many grammar mistakes, such as missing punctuation and confusing words with a similar pronunciation;
• ignoring the basic outline of an executive summary;
• writing a lengthy introduction;
• concentrating on some sections more than others;
• explaining ideas or concepts not discussed in the main research paper;
• providing a very short or long summary that does not align with the document’s total word count;
• beginning an executive summary with anecdote or irrelevant information;
• placing an executive summary at the end of a research paper.

Summing Up on How to Write a Perfect Executive Summary

• Tell an interesting story. Writers should approach an executive summary as a platform for inducing the reader’s interest in reading a research paper. As such, one should use each section to tell what is most crucial to the audience.
• Highlight critical data. Writers should focus on what is most critical in each section of an executive summary, emphasizing statistical data because it is visually captivating.
• Maintain a formal tone from beginning to end. Writers should avoid using jargon to simplify complex concepts or terminologies.
• Write an executive summary after completing an actual research paper. Writing an executive summary as the last element of a research paper helps one to approach this paper as a final summary of the main points. In turn, the mistake of starting an executive summary before writing an actual research paper is that authors can write about details they fail to address in the final version of a document.

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An executive summary is one of the most crucial parts of a report. It represents a chance for the author to grab the reader’s attention and draw them into the main document.

When readers are pressed for time, it may be the only part of the report they read, so a well-written summary is vital. Unfortunately, summaries are often an afterthought for authors and are frequently written in haste.

Part of Oxfam’s Research Guidelines series, this guideline gives a short overview of how to write an engaging executive summary that conveys the most important information from the main report in a clear, concise way.

It provides tools for thinking about how to get the most out of your summary, as well as examples from academia and business, plus tips on things to avoid. This guide was originally written in 2015 and was updated in 2019.

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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.

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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How to Write an Effective Executive Summary for 2024

Wondering how to write an executive summary? This tutorial breaks down the process into five easy steps and explains the importance of an executive summary template. 

People are busier than ever, including the readers of any document you create. So, learning how to write an executive summary has become an essential skill in today’s workplace. Some experts even say that many people only read the executive summary of a document. And so, if you write proposals and reports for work, it’s a good idea to master how to write an executive summary.

In this tutorial, learn how to write an effective executive summary that engages the reader. Discover tips and specific examples for how to write an executive summary for a business plan, project, or report. Plus, find the answers to the most frequently asked questions about writing an effective executive summary.

The design and layout of the entire document affects how well it communicates. Make sure you create an attractive document by starting with a premium executive summary templates for Microsoft Word , Google Docs, or other formats. 

5 Steps to Write an Effective Executive Summary

It can be daunting at first to write an effective executive summary. You’re wondering:

• What should I include in the executive summary?
• How long should it be?
• Do I even need an executive summary?

We’ll cover all these questions later in this tutorial.

For now, let’s make it easier by breaking down the entire process, step by step. To make a well-written executive summary, follow these steps:

1. Read the Entire Document Through

You can’t write an effective summary if you don’t fully understand the document in the first place. And so, the most logical way to begin is by reading the entire document straight through.

You can be sure you’ve done this step right if, after reading the entire document, you know:

• the goal of the document
• its intended reader
• the style and tone

2. Deconstruct the Document’s Structure

The next step is to deconstruct the structure, narrative hierarchy, or outline of the document. The table of contents, if there is one, reflect this. So, it’s a great place to begin.

If the document doesn’t have a table of contents, then go back to the writer’s outline. But keep in mind that the final document often deviates from the original outline of a piece. This means you’ll have to cross-reference the outline with the final document.

By the end of this step, you should have a clear picture of how the document is organized. You should know what its main ideas are and the supporting details of each main idea.

3. State the Document’s Purpose in One Sentence

Now it’s time to start writing! A great place to begin is to write the document’s purpose or goal in one sentence. If you understand it well, then you should be able to do this easily. Below are a few examples.

For a business proposal:

"This is a proposal for the establishment of an indoor commercial greenhouse within the premises of Acme Corporation."

For a project:

"This report covers the results of the 2021 rebranding campaign."

For a research study report:

"Is YouTube advertising effective? That’s the question this research endeavored to answer."

4. Express the Main Points

Now that you’ve stated the objective of the document, go ahead and cover each of its main points, one by one. What these specific points will be depends on the nature of the document. Below are some specific examples of how to write an executive summary for a business plan, project, and report:

How to Write an Executive Summary for a Business Plan

The main points of a business proposal executive summary may include:

• goal of the proposed project
• components of the project
• budgetary requirements
• responsible persons

How to Write an Executive Summary for a Project

The executive summary of a report may have these components:

• project goals
• activities implemented
• outcomes and results
• recommendations

How to Write an Executive Summary for a Report

And the executive summary of a research study report would have these main points:

• research goal
• methodology
• key findings
• further research

5. End With the Document’s Conclusion and Call to Action

When you’ve covered the most important points of the document, you can end the executive summary by stating the conclusion. Again, the exact nature of the conclusion depends on the document itself. It could be a statement, a call to action, a recommendation, or a combination of these.

Below are possible ways of ending different types of executive summaries.

For a proposal:

Given its potential benefits and minimal costs, the Green Committee calls on the Management Team to approve this proposal.

For a report:

We conclude that the 2021 rebranding campaign was a success. We also recommend that the lessons learned from the campaign be shared with other branches so that they can apply them in their own projects.

For a research study:

The researchers concluded that YouTube ads can be an effective way to achieve advertising goals. However, more research needs to be done to determine which factors are most important to increase their ROI.

Putting all these steps together, here’s a complete executive summary example :

Is YouTube advertising effective? That’s the question this research study endeavored to answer. The researchers conducted an online survey among randomly selected YouTube advertisers. A total of 80 advertisers responded. The main findings of the study are: (1) The majority (65%) of YouTube advertisers spend 10% of their advertising budgets on YouTube ads. (2) The average ROI of YouTube ads was 20-30%. (3) Almost all respondents (92%) will continue to use YouTube ads and, in fact, 94% plan to increase their spending on YouTube ads. The researchers concluded that YouTube ads can be an effective way to achieve advertising goals. However, more research needs to be done to determine which factors are most important to increase their ROI.

5 Tips for Writing an Executive Summary

You now have the steps to writing an effective executive summary. But before you follow the steps, keep these tips in mind:

1. Write It Last

Even though the executive summary is placed at the beginning of a document, you should write it last.

Why? Because it summarizes the entire piece. Make sure to finish the whole document first before attempting to write the executive summary. Otherwise, you may end up with a summary that doesn’t fully align with the rest of the document.

2. Follow the Document’s Tone and Style

Stay true to the writing style and tone of the document. If it’s a formal document, then the executive summary should have a formal tone. If the document is more conversational, then the executive summary should be conversational as well. It would be jarring to your reader if the executive summary was casual, and the rest of the document had an academic style.

3. Make It Scannable

The executive summary is meant to be digestible and easy to read. Stick to short sentences and paragraphs to make it scannable.

Design and layout plays a big role in making your document scannable. Choose executive summary templates with plenty of white space. And use typography to make the structure and hierarchy of the document clear.

4. Don’t Go Into Details or Discussion

Because an executive summary is a synopsis, don’t include details or any in-depth discussion of ideas. Include only the most important details that support the key ideas. Keeping in mind that your reader may not read past the executive summary, which details do they need?

As an example, the executive summary for a research may need to mention that an online survey was conducted, and 80 YouTube advertisers responded. It’s not necessary to include the specific online survey platform the researchers used.

To be fair, it takes work to judge which details are required and which are unnecessary. As a wise man once said:

Perhaps the best test of a man's intelligence is his capacity for making a summary. - Lytton Strachey, writer

5. Don’t Confuse an Executive Summary With the Introduction

Because they both appear in the beginning of the document, it’s easy to mix up an executive summary with an introduction. One way to distinguish them from each other is by remembering their purposes.

An executive summary’s purpose is to encapsulate the entire document. It gives the gist of the full “story” and can stand on its own.

But the purpose of the introduction is to draw the reader into the rest of the document. It does not make sense on its own. And you don’t want to give away the conclusion in the introduction.

Learn more about how to write an effective business proposal or report from these tutorials:

Commonly Asked Questions About Executive Summaries (FAQs)

As you write an executive summary, many questions may come to mind. Below, we’ve compiled the most frequently asked questions about executive summaries as well as the best answers for them.

1. What Is an Executive Summary?

An executive summary is a section of a longer document that gives an overview of it. Documents that are more than a few pages long need an executive summary for the benefit of its readers. It’s usually a required section in business documents, such as:

• business plans
• business cases

Academic reports may also need an executive summary.

2. What Are Other Names for Executive Summary?

Synonyms for executive summary include:

• management summary

3. How Long Is an Executive Summary?

An executive summary can be anywhere from one paragraph made up of five sentences, all the way to four pages long. It all depends on the length of the original document. The rule of thumb seems to be that an executive summary should be 5-10% of the original document’s length.

Create Impressive Documents With Premium Templates

A terrific executive summary is just one aspect of what makes an effective document. Another key component is the design and layout of your project. Instead of starting from scratch, make your job easier by using a premium template.

Envato Elements is a great source of premium templates . You can get unlimited downloads of templates and other creative assets for a small subscription. The Elements library is made up of professionally designed digital assets. You don’t have to be a graphic designer to produce impressive-looking documents!

Another benefit of using Elements templates is that they’re designed for easy customization. With fundamental skills in Word, Google Docs, or other applications, you can make an executive summary template truly your own.

Finally, Elements has a single license that allows you to use anything you download for both personal and professional purposes. There’s no need to worry about attribution or paying extra for a commercial license.

But if you only need a single document template , consider GraphicRiver. You'll get a professionally designed document you can pay for on a one-time basis without the commitment of a subscription. 

Make Your Next Executive Summary Your Best One Yet

You now know everything you need to know to write an effective executive summary. You know what an executive summary is and why you need it. We’ve covered what to include in an executive summary and tips for writing it well.

You also know how to make your entire document impactful and easy to read. Just start with a professionally designed premium template. For unlimited downloads at a flat monthly fee, get your templates and other creative assets from Envato Elements. For the one-off project, go to GraphicRiver for premium templates on a pay-per-use basis.

Now you know how to write an executive summary for a project, business plan, or report. Go and make your next one your best one yet!

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How to write an executive summary

Keith Rabkin Chief Revenue Officer for PandaDoc

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Ask business owners and professionals what their most valuable resource is, and you’re likely to hear the same answer repeated often; time.

In business, time is always short, and that’s what makes it crucial to understand how to write an executive summary.

Most business decisions, projects, and processes are complex. They stem from and generate comprehensive, informative, and long documentation.

There simply isn’t always enough time in the day to comb through every clause, sentence, and word of everything.

That’s where executive summaries come in. Let’s dig a little deeper into precisely what they are, when you might use them, and how to write executive summaries well.

Key takeaways:

• An executive summary gives a succinct yet still worthwhile breakdown of the main information contained in the longer document.
• Business documents that may require — or benefit from — an executive summary include business plans, funding requests, and marketing proposals.
• Key objectives, methodologies, and outcomes are some of the important details to keep in mind when writing executive summaries.
• Executive summaries should be tailored to their intended audience, but can be written more quickly and efficiently with the help of a template.

What is an executive summary?

An executive summary is a concise overview of a larger document, such as a business plan or report.

It summarizes key points and important information from the document in order to provide decision makers, project stakeholders, and other key readers with a clear understanding of its overall content.

An effective executive summary should be written in an easily digestible form that quickly conveys the main idea and purpose of its larger document.

Think of it as both a summary of what’s inside and a preview of what to expect.

Overall, the goal of the executive summary is to act as a report-in-brief.

But, in proposals and other sales documents, the summary should also work to sell the premise of your document by consolidating the main points of your proposal into a single, streamlined overview.

Where does an executive summary go?

The executive summary goes at the front of your document, usually after a title or cover page.

Many proposals place the document before the table of contents to ensure that it’s the first item someone reads when opening the document.

This is done because the sole purpose of the executive summary is to provide an overview of the document, similar to an abstract in an academic paper.

In fact, an executive summary in APA format is a requirement of many academic papers.

Executive summary example: What a good one looks like

What does an executive summary look like? That’s an important question to answer before you start thinking about writing one.

The answer will differ a little depending on the precise document you’re summarizing.

An executive summary example for a report into possible marketing channels will be different to one for a startup’s business plan.

What to keep in mind, though, is that every executive summary should be as concise and easily understandable as possible.

That means having clear, well-defined sections that convey only the key information in as compelling a way as possible.

Perhaps the easiest way to visualize what an executive summary should look like is through an example.

PandaDoc’s executive summary template is designed for a business plan, but is also a good general executive summary example and can provide a framework to follow.

What should an executive summary include?

The next step when looking to answer the question “how do you write an executive summary” is to learn what one should include.

Remember, an executive summary is written to summarize the main points in a document.

should distinguish between the most important highlights and leave out less significant information.

Effective executive summaries capture key objectives, outcomes, methodologies, and findings in a few sentences or paragraphs.

Here is a basic checklist of what should be included in an executive summary:

• A brief overview of the document’s purpose. This is how to start an executive summary, regardless of the document being summarized.
• A summary of any major talking points.
• Key statistics, data, or similar information.
• Estimated timelines, budgets, etc.
• Relevant supporting details (when necessary — keep asking yourself “how long is an executive summary supposed to be”, in order to rein things in).

Remember : The goal is to provide readers with a clear understanding of why the document waswritten and what it contains.

From the perspective of sales proposals, executive summaries also need to entice a stakeholder to turn the page and find out more about your intended product, service, or solution.

How to write executive summary documents effectively: the key dos and don’ts

Knowing what an executive summary should look like and contain is just the start.

There are also some other key considerations in understanding how to write an executive summary that will meet your needs Here are some key dos and don’ts to keep in mind.

1. Write a compelling intro paragraph

Every executive summary should have a brilliant introductory paragraph.

It’s the part of it most likely to read and fully paid attention to, whether the summary is for a business plan or a sales proposal.

In the latter case, if potential clients only skim your proposal, be sure the first thing they do read is one of the strongest components of your entire proposal.

This intro paragraph should be attention-grabbing from the start, both in the information it covers and how it addresses the reader.

The content should be specific and targeted.

While potential clients are looking for real evidence of demonstrated skills and unique abilities, your introductory paragraph does more than demonstrate authority.

A strong introductory paragraph should let readers know that they’re in the right place and that the document they’re about to commit to reading is intended to solve their specific problem or solution.

As a reminder, the general purpose of any proposal is to sell a product or service.

Your executive summary should sell the main idea, and your introductory paragraph is the starting point.

2. Provide a thoughtful aim to your audience

Proposals and long-form documents should always be targeted to a specific audience .

In business, that audience will be a project stakeholder or review board.

Always keep the goals of the reader in mind while writing your document. In the executive summary, match the solution in your proposal with the interests and goals of your target audience.

Even when using a template , a proposal should be tailored to each client’s unique needs and problems.

Take the time in your summary to identify the issue facing the client — such as a need for a new marketing strategy , loss of sales, importance of a redesigned website, etc. — and point out how your solution addresses those issues.

Once this problem has been identified, offer well-researched, substantiated information about this problem.

Facts, figures, and relevant details are important to the client and will help set you up as an expert who knows a great deal about their company’s specific issues.

After the problem has been named, continue the company-focused aim by showing how your proposed solution will be a success.

An excellent method is to present facts concerning issues, followed quickly by practical yet unique solutions that are designed particularly for the client.

3. Offer up an identifiable goal

A potential client must be able to see just what it is you and your company can do for them.

While solutions and methods are a key part of your executive summary and the proposal in general, what matters most to clients is what the results of these solutions will be.

Demonstrate to your client what great returns they will get from your proposal or why your business plan is one worth their time to read in full.

Again, citing figures generated from strong, client-specific research is the key to success here.

Don’t be too general when offering up solutions and results, however.

Simply telling your client that your methods will “increase sales” is not good enough.

Utilize research papers and projections based on realistic market potential as well as examples of past success, and give descriptive and attractive probable outcomes.

Clients love to see what gains your work will bring them, and thorough research is so important in exploring and determining what these gains will be.

4. Pay close attention to detail

Following closely on that last element, attention to detail is paramount throughout the entire executive summary.

Nothing ruins the hard work on a proposal more than sloppy writing, grammatical mistakes, or obvious errors.

Most proposals, especially those responding to RFPs and open invitations, are solicited as part of a competitive process.

There will be other organizations bidding for the same work and, often, competition will be stiff.

Well-written, polished proposals stand out.

Level the playing field by checking and rechecking for any errors. It helps to have a fresh set of eyes to proofread your document for you.

This is a basic element for success.

Once this is in place, you can add the elements above to go above and beyond, and hopefully land that next business deal.

5. Use a template to get it done more quickly

You want to write an executive summary that is personal to both your business and that which you’re sending the document in question to.

However, that doesn’t mean you have to draft every last sentence, word, and comma yourself.

As well as the free executive summary template we mentioned earlier, PandaDoc also offers you many, many free business templates to help you jumpstart proposal processes. These include:

• A general sample Business Plan Template and industry-specific Business Plan templates .
• A sample Sales Proposal Template and industry-specific Business Proposal templates .

Or you can go ahead and create your own templates to reuse, send online, and track easily!

6. Write your executive summary last

Even though an executive summary should be at the front of your document, it’s usually best to save it for last.

Because the content of your executive summary relies on the information compiled in the rest of your document.

Writing it at the end of the process, once you have all of the other sections completed, allows you to summarize and review all of your key points in one concise document.

This gives you an advantage when presenting your proposal as it can quickly provide decision makers with a comprehensive overview of your full offering.

Additionally, having all other elements complete helps to ensure that nothing relevant has been missed from the executive summary.

1. Use sweeping generalizations

An easy trap to fall into when creating an executive summary, or any part of a proposal, is to speak with sweeping generalizations or cliched statements.

This should be avoided as these repetitive and oft-heard ideas can have the effect of lumping you alongside your competitors.

Standing out involves offering unique and valuable information to your client.

Honest appraisals and truthful promises are what sell, not overused, recycled ideas and hollow claims.

It’s important to review your summary — and your complete business proposal — repeatedly, rewriting and polishing to produce a creative, professional piece of work that you’ll be proud and excited to share with potential clients.

2. Get technical

Your executive summary is essentially an elevator pitch: long enough to cover the main points, but far too short to go into the weeds with technical details.

As a rule of thumb, technical or in-depth explanations belong to the main body of your report.

The executive summary of your business plan, proposal, or report is designed to grab your reader’s attention and get them excited about what’s to come in the larger document.

Your pitch, regardless of how technical the longer report is, should be written to a layperson’s understanding of what you’re about to offer.

While you’re at it, ditch the jargon .

Clear, concise, and unequivocal language is what you should be going for.

3. Get carried away

As excited as you might be about the prospect of winning a bid or acquiring funding, remember to go easy on the length.

Many sources suggest that executive summaries should adhere to a specific length — usually one or two pages, at most.

This isn’t necessarily the case.

There is no hard and fast cutoff for an executive summary.

Sometimes, the main points of a proposal can be summarized in a few paragraphs. Other times, especially for lengthier documents, it might take one or two pages.

Consider the overall length of your document and adjust accordingly.

The idea is to make your reader curious about the rest of your business plan, report, or proposal.

Often, a one-page executive summary, that captures the important points highlighted in the longer document, will suffice for a 20-page report.

As a rule, executive summaries should be no more than five percent of the overall document.

4. Only talk about yourself

There is no doubt that your company history, experience, and credentials can play a major role in how you approach a project.

In many cases, the experience your team brings to a project may be what sets your proposal apart from similar offers by other competitors.

But the executive summary isn’t the place to give the story of your company’s journey from humble beginnings to the shining star it is today.

The reader isn’t interested in all that.

Stay focused on your reader, their problems, and the solutions that you can offer. Define the problem, define the goal, address the issues, and propose a solution.

How to write an executive summary for different types of documents and circumstances

So far we’ve covered general advice on how to write an executive summary, regardless of the specific type of document you’re summarizing.

But what about those of you who are only curious about how to craft an executive summary for your specific circumstances?

Here are some common use cases and how to approach them:

How to write an executive summary for a business plan

When you’re developing a business plan, potential investors, financiers, or other stakeholders will often want to see an executive summary at the beginning to get the 30,000 foot-overview of the plan.

You’ll want to distill the entire plan down into a few paragraphs of concrete summarization with the main points, supported by contextual information that’s important to understand the proposed idea.

F or a startup business

For startup businesses, the goal of a business plan is typically to acquire capital.

This could be in the form of equity financing, government grants, or business loans from banks, the Small Business Administration (SBA), and other lending institutions.

Regardless of the funding source you choose, you need to make a solid case for your business.

Your executive summary should touch on each of the following items (drawn from the sections of your business plan):

• The business opportunity : In the first paragraph, provide a brief overview of the gap you’ve identified in the market.
• How your startup takes advantage of the opportunity : You’ll want to explain how your business serves the market.
• Your target market : Provide an overview of your target customer base.
• Your business model : Outline your products/services, and explain why they appeal to your target market.
• Your sales and marketing strategy : Briefly describe the marketing plans you have for your products/services.
• Your competition : Define your strategy for getting a piece of the market share pie and the competitive advantage you offer.
• Financial analysis : Provide a summary of your financial plan and include some projections while you’re at it.
• The management team : Give a brief overview of their unique skill set and the value they bring to your venture.
• An implementation plan : Highlight some key points on what’s required to take your business from its current planning stage to the point of letting customers walk in the door.

For an established business

Both the executive summary and the business plan for an established company takes a slightly different approach.

It is focused on providing information on the firm’s growth plans, achievements, outlook, and more.

Often, business plans for established companies materialize when the company needs to pivot or expand, or when the company changes hands and comes under new leadership.

In this case, your executive summary may need to summarize the present state of the business, what it does, and where it should go by summarizing a different collection of points:

• The company’s mission : What is the purpose of the firm?
• Company information : Describe the product/services it offers, business locations, and key statistics in bulleted form.
• Achievements : Outline the evolution and growth of the business over the years in terms of its customer base, market share, profitability, valuation, and revenue.
• Financial summary : This section is important, particularly if the goal of the full business plan is to seek funding.
• Future goals : Provide an overview of the outlook for the firm.

How to write an executive summary for a marketing plan or proposal

The goal of a marketing plan or proposal is to help the prospective client to understand not only what marketing tactics you’ll employ and how much your services will cost but how the bigger picture will work.

In your executive summary for a marketing proposal you should discuss the outcomes the client can expect and what it will be like to work with you.

In this scenario, the goal of the executive summary is to sell your product or service and compel your reader to move forward.

Draw from the following sections of your proposal to build your summary:

• Introduction : Explain the project and the goal of the marketing plan.
• Company information : Provide a brief background about your company, its structure, and customer base.
• Project management team : List the key players in the management team along with their skills and respective roles in achieving the marketing goals.
• Market analysis : Provide an overview of the marketplace for your products/services, a list of bullet points detailing the trends that influence them, and the key drivers involved.
• Products and services : Outline the USPs for your products/services and their competitive advantage in the marketplace.
• Marketing strategy : Describe the target audience and the methods that will be employed to reach them.
• Financial planning and projections : Provide information related to the short and long term marketing activities, budget, projected ROI, and related metrics.
• Goals : Summarize the objectives of the marketing campaign and the strategies that will be deployed to them.

How to write an executive summary for a report

Another common use case for the executive summary is to include it as a preface to a report document .

It’ll offer the reader perspective as to how the following report and information impact the larger business case.

So, arm the reader with a summary of the report’s objective, methodology, and key findings so that they don’t need to connect the dots as they read the full report.

Here’s the key components when it comes to how to write an executive summary for a report:.

• An opening statement : Provide a brief background on the scope of the report.
• The purpose of the research : This has to do with the objective of the study.
• The methodology: Describe the fact-finding methods used acquiring information and the analysis techniques employed.
• The key findings : Explain what the outcome of the study was and the key takeaway you want your readers to be aware of.
• Your recommendations : You can also include a justification at this point.

Executive summaries: Keep them succinct, unique, and engaging

That should cover everything you ever needed to know about how to write an executive summar.

Keep them simple, succinct, and streamlined, and they’re sure to encourage readers to delve deeper into the full document.

If you’re interested in learning more about how PandaDoc can help simplify, streamline, and supercharge your entire document workflow, take a peek at our features right here or get a front-row seat with an expert by signing up for a free demo .

PandDoc is not a law firm, or a substitute for an attorney or law firm. This page is not intended to and does not provide legal advice. Should you have legal questions on the validity of e-signatures or digital signatures and the enforceability thereof, please consult with an attorney or law firm. Use of PandaDocs services are governed by our Terms of Use and Privacy Policy.

Originally published October 17, 2018, updated January 9, 2024

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By Kate Eby | April 3, 2018

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In this article, you'll learn how to craft an organized, well written executive summary the next time you have to gain the attention of a time-strapped audience.

Included on this page, you’ll find information on how to write an executive summary that wins the proposal, how to format your executive summary , an executive summary checklist , and more. 

What Is the Purpose of the Executive Summary?

An executive summary should be clear and concise (typically one to two pages long) and present the main points in a formal tone. The purpose of an executive summary is to pique the reader’s curiosity by presenting facts from the larger piece of content it is summarizing.

The executive summary can be either a portion of a business document (a business plan, project proposal, or report) or long articles and documents common in research-driven communities and academia. When crafted correctly, the executive summary provides an overview of the information and objectives in the larger document. The executive summary stands alone from the content it summarizes, and should include the essential information, the recommendations, the findings, and the conclusion of the more extensive document.

The Benefits of a Well Written Executive Summary

A well planned, well written executive summary is a valuable tool because it prioritizes the reader’s time and reduces the effort required to learn the critical aspects of the content. The summary can convey the purpose of your business plan, project proposal, product launch presentation, or sales pitch to keep the reader engaged and reading further, or empowered to take action. Even if it is the only thing your audience reads, a strong executive summary creates value for the reader as a first impression. Use the executive summary to make a business case, support a position, or tell a story. The reader should know how the subject of your content impacts them, benefits their work, their company, or their projects after reading the executive summary.  

Various industries use executive summaries as a communication tool, including healthcare, education, government, technology, real estate, finance, law, the nonprofit sector, and more. One of the benefits of using an executive summary is that it is not exclusive to one type of communication. Executive summaries show up in a variety of use cases, including the following:

Business plans

Legal briefs

Product launch plans

College campus surveys

Market research reports

Environmental studies

Project proposals

Hospital planning and evaluation

How to Write an Executive Summary

Crafting a useful executive summary requires more than simply cutting and pasting vital information from the body of your report or proposal. The executive summary may be the only part of the report your target audience reads, so you should spend the time to make it valuable.

It doesn’t have to be an intimidating process, but before you begin writing, you should ask the following critical questions:

Who depends on the information? When you write the executive summary, decide who you are targeting and the critical information that audience needs. What do they need to know to make a decision? What would they already know? Do you have a specific customer you want to reach with your message or story? Writing the executive summary with that audience in mind will make it useful because the story you’re telling about your business, project, or proposal will resonate.

What is the objective? While it’s true that an executive summary recaps essential information from the body of the content it summarizes, that is its function, not its purpose. Write the summary to your intended audience and include the crucial information that supports your objective for creating the document. What do you need the reader to understand? Is the aim to recommend change based on the results of your research? What needs to happen for the project plan to succeed based on your proposal? Let your objectives determine the content and context of your summary.  

What are you recommending? Use the executive summary to draw conclusions and make recommendations to the reader. If your report presents the need for change, recommend the actions that the body of your document supports in the summary. State the benefits of your product or service, or the solutions you provide more detail on in the proposal. Ultimately, don’t make the reader work to find out what action they need to take: Make your recommendations clear in the executive summary.

How will you make an impression? The “executive” summary earned its name from the need to get the upper management’s attention. Executives did not have the time to read every word of every document. The summary had to make an impression because it might be the only part of the material that would be read. Regardless of its origins, the principle of using the summary to make an impression on the reader is sound, as that impression might encourage the reader to keep reading or take action. Consider how you shape the message, organize the sections of your summary, or present research to stand out in a brief space.

Executive Summary Checklist

After you answer these questions and begin writing your document, refer to the following checklist as you develop the executive summary.

Download Executive Summary Checklist

What Is the Format of an Executive Summary?

Every executive summary intends to distill information to the reader upfront, so it is typically placed first in the document. (Sometimes it is a separate section of a formal business document listed in the table of contents.)

When used in a less formal manner, the executive summary is an opening paragraph, a separate one-page summary memo, or the first page of a report. For example, if your goal is to raise capital, use the executive summary like an investor profile that provides the reader the information necessary to land the meeting or get the funding, without further reading.

The format and length vary based on the purpose of the content that you are summarizing; there is no set structure to follow. Here are some formatting tips that you can use for any executive summary, regardless of the style:

Order of Appearance : Beyond the introduction, decide what sections of the summary are most important to the purpose of the document. Organize your subheadings or sections in that order. Use bullet points and plenty of spacing between the different parts of the summary to make the content more accessible to scanning eyes. By doing so, you naturally discard information better left to the body of the document, and you honor the reader’s time by prioritizing the message, recommendations, conclusions, or solutions in the longer document.  

How Much Is Too Much : Executive summaries vary in length based on the type of content they summarize or their purpose. Some recommend keeping the summary to a specific percentage of the overall document, while others advocate a set number of pages. Focus on keeping the summary brief but comprehensive, with the most important information available to the reader.

Audience Aim : The tone and language of the executive summary should match that of the target audience. Avoid using technical jargon that requires definitions, and present the information in an accessible manner based on the knowledge and expertise of your intended audience. Do not include acronyms or highlight data that need an extensive background for context, and avoid using casual, informal tones. That said, an executive summary used in internal communications will have a different tone and style than one used in external communication tools.

One-page Executive Summary Template

This template is designed to fit your executive summary on one page. Take advantage of the short sections and bullet points to keep the document concise and hook the reader with the information that will keep them reading. Organize the key points by customizing the subheadings to emphasize their importance based on your purpose for the document.

Download One-page Executive Summary Template

Excel  |  Word  |  PDF

What Are the Common Pitfalls of Executive Summaries?

When formatting and organizing the executive summary, beware of the following pitfalls that plague poorly written and poorly planned summaries:

Fact or Persuasion : Support your motives and the objective of the executive summary with the facts. If the summary is for a sales proposal or pitch deck, persuade your reader up front with data and information, not buzzwords and cliches. If the executive summary includes generalizations or opinions that you don't support within your material with market research, project examples, independent data, testimonials, etc., you risk misleading the reader. Avoid writing a summary that leads clients, policy makers, or management to an unsupported recommendation or conclusion for the sake of persuasion — instead, focus on the facts.  

Relevance Over Repetition : By nature, the executive summary is a repetitive summary of content. Therefore, only include the most relevant details — those that summarize the true purpose of the overall content. Use the rest of your business plan, research report, or client proposal to cover topics relevant background information at length. If you try to cut and paste too much information and context from your longer business or research document into the summary, the details might overshadow the impression you want to make on the reader. The background becomes the introduction, and you risk losing a reader’s attention (especially an online audience).

Consistency Is Key : The executive summary highlights the substance of the larger piece of content. Don’t feature information here that is not covered in the body of the proposal. Avoid using different subheadings to organize copy in the body of the report. For example, if you highlight “Project Milestones” in the executive summary, do not list them in a new section for “Project Goals” in the business proposal. Use the tone and language you establish in the summary throughout the material. If you target an audience without expertise in the subject matter, don’t switch to highly technical analysis in the body copy. Finally, if you cover something in the executive summary, cover it again in the report. Don’t make the reader work to learn more about something you highlighted in the summary.

Draw a Clear Conclusion : Write an executive summary that comes to a conclusion and supports your purpose for creating the document. Keep the reader’s interest in mind when you summarize a lengthy project proposal or report. Does the reader have a clear understanding of the solutions you propose? Can they identify the problems you solve? If the executive summary is the only thing they read, can they take action on your recommendations or anticipate a desired outcome based on the information you included?

Executive Summary Outline Template - PowerPoint

Use this free template to outline your next big presentation, or keep it updated as a live meeting record to keep up with your evolving internal business plans or funding needs. The slides are formatted to outline the important elements of a formal business plan summary. You can customize the slides to fit the order of importance for your content’s purpose or extend each. Use the slides as an outline to keep track of the content you want to summarize after every update or draft of the report.

‌ Download Executive Summary Outline Template - PowerPoint

What to Include in an Executive Summary

You will determine the components of each executive summary you write based on the reason for writing it and your target audience.

For example, a business plan for an external audience includes financial information and details on the size and scale of a company; startups seeking funding and investors will highlight specific financial requirements and how they impact the business strategy. Executive summaries vary in the content they cover, but here is a common framework:

Introduction : This opening statement, paragraph, or section should clearly state the document’s purpose and the content to follow. How you will use this section depends on the desired outcome for the reader or audience, who should immediately find value in the information you present. Therefore, the details included in the introduction should grab and hold the reader’s attention.  

Company Information : When writing an executive summary for an external audience, include your company name, a description of your mission or purpose, contact information, location, and the size and scale of your operations. In some cases, the summary introduces the founders, investors, and corporate leadership. It might include background information of each that outlines previous industry or startup experience, or historical context on the current state of the company. When used in a presentation or research report, introduce the team presenting or responsible for the report’s findings.

Products and Services : The executive summary is the place to highlight the problem you solve or the need you fulfill. For a report, this is where you might highlight what you researched and what the reader should know about your findings. For a project proposal, include what you’re planning to accomplish and what you need to make it successful. For marketing plans or product launch presentations, tell the reader why your service or product is relevant at this particular moment in time.

Market Analysis : The executive summary of a business plan might profile the target customer and explain the market opportunity for a product or service. Consider answering questions like: Is there a five year plan for this market? How do you anticipate growing the customer base and improving market share? What stands out from your research about your customers that the reader should know?

Competition Analysis : This section should include answers to the following questions:

What is the competitive advantage of your proposed solution or product and who or what do you compete with in this market?

What are the opportunities now and in the future?

What are the risks in your market and your product or service?

Do you have relevant experience with major competitors?

What are the future plans for growth and what obstacles do you anticipate addressing?

Financials : The executive summary might summarize key financial data that is relevant to the reader or data that supports your research. If the purpose is to secure funding, include the specific amount you are requesting. Be sure to provide context for the financial data or any number you highlight in the executive summary. This section is a great way to highlight growth, or to use metrics to provide perspective on the company.

Conclusions : Recap your findings, the problem and solution discussed, or the project and work proposed. If there is a decision the reader needs to make, be direct about it. Make the outcomes obvious, but leave enough intrigue for the rest of the content to follow.

How Do You End An Executive Summary?

Although the executive summary begins a document, it concludes so that it can stand alone from the rest of the content and still be of value. Use the conclusion to recap your findings, make recommendations, and propose solutions to the problem.

If there is a decision you want the reader to make, ask make a call to action in this section. If you are summarizing a research report, summarize the findings and the research methods used to conclude the work. Make the outcomes or recommendations visible, but leave enough out to incentivize the audience to continue reading. Close the executive summary with a strong statement or transition that sets up the theme or central message to the story you tell in the report or proposal.

What Should Be in the Executive Summary of a Business Plan?

Traditional business plans differ in context and content based on if the audience is internal or external. Both audiences benefit from some of the previously discussed elements of the executive summary (like a substantial introduction).

However, the summary of an internal business plan does not require a section that introduces management or key personnel. An external business plan targets an audience that expects to find crucial financial information in the summary. When you develop the executive summary of the business plan, determine the information to include based on the audience and purpose of the document.

Business Plan Executive Summary Template

This executive summary template is designed to get your business plan noticed and reviewed. In this scenario, you’re presenting to an external audience and therefore should include more attention to detail with a standard business plan document. Use bullet points and clear, formal language to guide the reader to the most important information about your company.

Download Business Plan Executive Summary Template

Excel  |  Word  |  PDF  | Smartsheet

You can find a variety of templates for various industries and needs by reading “Free Executive Summary Templates.”

What Should Be in an Executive Summary of a Report?

Josh Bernoff spent 20 years writing and editing reports for Forrester Research. He is an advocate of creating actionable reports that tell a story. He believes that the executive summary is crucial.

“If the report is a story, the right executive summary is the same story, written briefly,” writes Bernoff . He recommends imagining that your readers ask you questions like, “What’s the coolest stuff in this report?” and “What did you find out?” while writing the report.

“Your answer, written directly to the reader, is the executive summary,” Bernoff explains in his book.

The executive summary of a report requires vivid details that grab online readers’ attention in a hurry. According to Bernoff, the summary recaps the story you want to tell behind all the words in the report. Using this advice as a guidepost, consider including the following answers to these questions to create your report’s summary:

What is the central plot of your report?

Why is this story important?

What are the most memorable scenes (examples, data, case study results, etc.) from the different sections of the report?

How does your research address the story’s central conflict (the problem solved)?

How does your research support the story’s conclusion?

What actions does the story recommend the reader be aware of?

The executive summary of lengthy research reports — especially those used in academic articles, scientific journals, government studies, or healthcare initiatives — require additional formatting considerations and elements not found in business plans or proposals. Consider the following guidelines when developing the executive summary of a research report:

Present the sections of the executive summary in the same order as in the main report.

Do not include information or research that is not supported and presented in the body of the report.

Draw a conclusion with the executive summary that justifies the research and provides recommendations.

Use a tone and language to describe technical information that readers without advanced knowledge or expertise of the subject matter can understand.

Remember that an executive summary of a report is distinct from an abstract. Abstracts are shorter overviews of a report and are common in academia. They familiarize the reader with a synopsis of the research that is much shorter than an executive summary. You can also think of an abstract as a standalone statement that helps the reader determine if they will read on. The executive summary, by contrast, summarizes the research in a structure that includes the summary, methods, results, conclusions, and recommendations for the reader without necessarily having to read further.

Research Report Executive Summary Template

Use this template to create a synopsis of research results for reports — these will typically be longer than an executive summary for a business plan and proposal. The template is formatted to accommodate in-depth reports that need space for charts and tables to illustrate research data. It is designed to summarize technical information in a concise manner, with clear subheadings that communicate key findings to readers with various expertise and interest.

Download Research Report Executive Summary Template

Word  |  PDF

Get Funding with Your Executive Summary

Startups seeking capital investment from venture capital funds and angel investors can repurpose the executive summary from a business plan as a more concise, less formal investor profile.

This type of summary memo is stripped down and focused on the specific financial requirements and how the funding makes an impact on the business strategy. It is the perfect template to create a profile on investor platform websites like AngelList and Gust . Use the following tips to transform traditional business plan summaries into the pitch that lands you a meeting or funding:

Include the specific dollar amount you’re requesting, the purpose for the funds raised, and any relevant data such as repayment terms, collateral, equity share information, etc.

Keep the financial data simple and round to the nearest whole dollar amount.

List founders, partners, and key management personnel and highlight specific domain expertise or previous startup experience.

Describe your company’s growth plan and the proposed exit strategy.

Remove any industry buzzwords, meaningless phrases, and cliches (for example “the Uber of…,” “game-changing,” “disruptive,” “next Facebook,” “world-class,” etc.).

Mention noteworthy achievements, intellectual property, important business partnerships, or information on product development stages in test markets.

Describe work in progress and highlight relevant information about customer growth, market demand, and product development.

Startup Executive Summary Template

Transform your executive summary into an investor document with this template. It acts as a one-page pitch that serves as your company profile on investor platforms. You can repurpose this template and save it as a PDF summary memo to land future meetings with investors. For more information on business plans for startups, including free budget templates, read “ Free Startup Plan, Budget & Cost Templates .”

Download Startup Executive Summary Template

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How to Write an Executive Summary in 10 Steps

Written by: Unenabasi Ekeruke

Whether you're starting a new business or growing an existing one, creating business or project plans puts you in the driving seat for success. According to a study, creating a detailed plan and sticking to it gives you a 30% greater chance of growing and doubling your business.

But how do you craft a plan that captures the attention of investors or stakeholders? Well, it all starts with a compelling executive summary that captures the major points of your plan at a glance.

An executive summary is the most important element of your proposal or project plan. It's the first thing your audience will read and could be the ticket to getting that all-important meeting and funding for your project.

Not sure how to write an effective executive summary for your next business document? We've got you covered.

This article will dig deeper into what executive summaries are, why you need them and how to write one for your business or project.

Before we jump right in, here's a short selection of 8 easy-to-edit executive summary templates you can edit, share and download with Visme. View more templates below:

Table of Contents

What is an executive summary, why you need an executive summary, when to use an executive summary, how long does an executive summary need to be, how to write an executive summary (+ examples).

An executive summary is a brief overview of a larger document. It's usually the first thing readers see before they dive into the other part of your reports, proposals and other business documents.

Essentially, an executive summary is a critical document or section that precedes documents like:

• Project status reports
• Business plans
• Project plans
• Project proposals
• Financial reports
• Academic reports
• Business cases
• Environmental studies
• Market surveys
• Research documents and more

For example, suppose a company performs market research to decide whether to move in a different strategic direction. In that case, they can write a business plan to articulate findings and suggest the next steps.

The business plan would begin with an executive summary like the one in the template below.

When seeking new partners, business loans or funding round for a startup, your executive summary will precede your business plan. It sums up the opportunity, business and execution plan in a brief document.

This is your key to getting initial funding or subsequent investments. And only an effective executive summary will unlock that door or get investors to listen to you.

Executive summaries are also an important component of project proposals or project status reports. They provide a general overview of the project activities, progress, setbacks and next steps.

After your table of contents comes your executive summary. It should briefly:

• Highlight the purpose of the report
• Analyze the problem and solution
• Spotlight key figures and
• Describe results, conclusions or recommendations

The scope and length of your executive summary will depend on what you're summarizing. But generally, it could be one to three pages long.

Regardless of the type or purpose of your document, the executive summary should include the most important information. That's because it could be the only part of your report investors, managers or prospects may read.

Writing a compelling executive summary will enable your readers to digest the entire content without reading it all.

For example, CEOs, managers and supervisors engage in a ton of business activities. Hence, they're pressed for time. So, reading lengthy reports may become tricky, especially when they need the information to make quick decisions.

While writing your executive summary, include everything your readers need to make decisions. Best of all, it should grab attention and convince readers that it's worth their time to read the entire document.

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Your executive summary is the most important element of your project report. And how you write it can make or break your business or project plan.

The primary goal of your executive summary is to get your audience sold on your business proposal. But you need a clear and concise one to capture readers' attention and get them excited about your plan.

On the flip side, many things could go wrong with poorly written executive summaries. It can easily turn off stakeholders and hamper your chances of winning them over.

Let's look at other reasons you should dedicate time to make your executive summary appealing.

Grab Readers’ Attention and Drive Interest

Project plans, business plans and market research reports can get granular and dense. Hence, most readers rely on the executive summary to get the hang of what the document entails.

Think of your executive summary as the hook to the rest of your content. It's a golden opportunity to show who you are, share your company's vision and connect with potential investors.

With an excellent executive summary, you can get the attention you need to clearly describe your business goals. It will also help you figure out how to improve and streamline your business or project plan.

For example, let's say you're having trouble highlighting compelling figures or summarizing your business plan in a few pages. That could indicate that your business plan lacks substance or is missing key details.

Similarly, suppose your executive summary lacks the basic details. In that case, it could mean your project report has loopholes you'd have to address.

In either case, you may need to go back to the drawing board to make it clear, engaging and unique enough. The end goal is to entice top management, potential investors and key stakeholders to read on.

Attract Investment Opportunities

Think about this for a moment. Venture capitalists and angel investors receive tens to hundreds of business plans, each having ten pages or more.

Considering their time, schedule and lineup of activities, reading these documents from cover to cover may be a tall order.

Not only that, they've got lots of lots of potential investment opportunities knocking on their door. Hence they'll make up their mind in a few minutes whether your business proposal interests them or not.

So, what will make an investor choose a business plan over the other? Yes, you guessed right! The executive summary.

Most venture capitalists and inventors prefer to receive brief executive summaries. It's their best bet since they probably have a stack of business plans waiting for their attention.

Reading a concise executive summary will help them figure out if it is worth reading the whole business plan. It will provide enough information and a good understanding of your idea, team, business and financial projections.

In a nutshell, they want to know what's so special about your idea. So why should they read further? What's in it for them and why should they splash the cash on your business venture?

An excellent executive summary will position your business idea as a juicy investment opportunity. More so, it will pique the investor's interest and earn you that all-important first meeting.

Use the template below to highlight critical details and showcase a digestible version of your business plan.

Boost Stakeholders’ Confidence in Your Project

So, you've probably written your project plan for a proposed project or a status report for an ongoing one. Now you're wondering if you need to write an executive summary. Well, the big answer is yes.

Why does an executive summary matter? First, they highlight everything key stakeholders need to know before digging deeper into the finer details.

At a glance, your readers should get a bird's eye view of project goals and deliverables, status, milestones, risk and financial details and why they're important. In addition, it should highlight how the project impacts the entire organization.

Writing an articulate executive summary can help streamline communication across stakeholders and boost their confidence in the project. Essentially, it shows you have every aspect of the project under control.

The thing is, key project stakeholders like investors, clients and top-level management may not have the time to dive into the full project details. You can use the Visme template below to summarize your project proposal or keep your team in sync with its overall health.

If you want to summarize a large business document, making it readable and foolproof, you need an executive summary. This is because it's concise, and as such, the chances are that many people will read it.

Not only that, it's incredibly easy to get your main points across effectively in an executive summary.

That being said, let's look at some of the different use cases for executive summaries.

Business Plans

An executive summary is a staple for writing a winning business plan . It's the most widely-used application in the business world.

Your executive summary is typically the last section you write in your business plan. And it should embody key elements like:

• Brief description of your business, including products and services
• Summary of business objectives
• The market opportunity and problem your business solves
• A description of your target market, competition and competitive advantage
• Snapshot of funding requirements, growth potential and financial highlights

This may seem like a lot and tough to fit on one or two pages. But your executive summary should be capable of being a standalone document.

Think about it this way. If your audience can make sense of your executive summary on its own, then it has served its purpose.

Project Plans

Executive summaries condense your lengthy project plans into a page or two. They provide a high-level overview of critical information like:

• Project goals, scope and activities
• Summary of the project resources
• Change management plan
• Description of milestones and major deliverables
• Timeline and schedule
• Communication plan
• Success metrics, budget and other financial details

In a nutshell, the executive summary summarizes the project, risk, timeline and more to ensure key stakeholders are on the same page without diving into the full document.

Use the template below to create a project plan that helps streamline operations and keep your project on track.

Project Status Reports

Project status reports describe your project's progress within a specific period and compare it against the project plan. Here, the executive summary covers all the significant attributes of the project status reports in a concise manner.

By reading executive summaries, the project team and key stakeholders can quickly:

• Stay in touch with the overall progress and health of the project
• Monitor project costs, risks and activities
• Mitigate issues before they arise
• Ensure the project is completed within the designated time frame

Communicate your project activities and progress with key stakeholders using the project status report template below.

Case studies are in-depth studies of a subject, person, event or organization. They focus on real-world problems and situations and require a deep understanding of the subject. Whether you're writing case studies for academics, projects or business, at a glance, your executive summary should:

• Describe who the case study is about. For example, if the case study is about your client, It should summarize their mission, the services they offer, their industry and how long they've been working with your organization or using your product.
• Provide insights into the problems they've faced.
• Highlight how your product or solution solved the problem.
• Explain results and progress reports after the client used the solution.

The case study template below can help you showcase your product capabilities, inspire client trust and build credibility.

You can edit it to include key details like problem statement, solution analysis, project description, cost-benefit analysis, results and recommendations, and more.

Academic Studies and Research

For academic research reports, the intended audience is different from business settings. However, the executive summary serves similar purposes.

Academic studies are typically in-depth with complex methodologies and calculations. As a result, they can be difficult to grasp, especially if you aren't an expert in the field.

The job of an executive summary is to provide a brief yet clear understanding of the methodologies, results, statistics, conclusions and recommendations.

Keep in mind that the executive summary is different from the abstract. While both summarize your research study, recommendations in the executive summaries are more explicit, while abstracts rarely have recommendations.

Abstracts are mostly written for the academic community. In contrast, executive summaries are often written for policymakers outside the academic community.

Market Research Reports and Survey

Marketing plans and research reports help companies evaluate the target market and feasibility of a new product or service. They contain valuable studies that help companies chart a new course and improve marketing and business results.

The executive summary, in this case, contains key elements such as:

• Company description
• The objective and purpose of the research
• Key results, statistics and findings
• Conclusions and recommendations
• Next steps and ideas for future research

With this summary, management teams and business leaders can gather valuable insight and make swift decisions to drive the business forward.

In addition, you can use the report template below to visualize market survey findings, analysis and results.

Financial Reports

Whether you're executing a project or starting a business, financial reports help you communicate financial information with investors.

Unfortunately, they often include complex numbers, calculations, ratios and statements that are challenging to interpret. That's why you need an articulate executive summary that provides an overview of your company's financial projections or health without diving into the complex details.

At its best, your financial report executive summary should include necessary details such as:

• Sales and income forecast
• Budget and funding requirements
• Use of funds
• Break-even point

Use the template below to visualize your current and projected revenues and business growth metrics.

There's no hard and fast rule about how long your executive summary should be. However, the general rule of thumb is to keep it as brief as possible.

Here's the thing. Your audience has limited time and wants to get into the main details quickly. So try to keep your executive summary under two pages.

Depending on your project size and scope, you may need to add a page or two.

For example, project plans or status reports for large, complex or highly technical projects are often lengthy. In this case, you may need more than two pages to effectively capture the main points in your executive summary.

Additionally, make sure your executive summary has a similar structure and flow as the rest of the document.

Do your best to keep your paragraphs short and use clear and concise language appropriate for your target audience. Not only will this make your content readable, but it will get the attention it deserves.

So you've got that impressive business idea and you're buzzing to sell it to a potential investor. The question is, how do you create an engaging executive summary that unlocks readers' attention and gets you funded?

Stick with us and you'll learn the easiest way to get it done. We'll also show you practical examples and provide templates to help you create your executive summary on the go.

Step 1: Start With an Attention-Grabbing Intro

Angel investors and investment platforms use executive summaries to gauge interest in investment opportunities. And having a strong opening helps you build a solid case for your business or project plan.

Want to impress your readers and convince them your proposal is worth reading? Then you should hook them in by explaining what your proposal is about and why it matters.

Let's say you've identified a gap in the marketplace; you might start with that. If the driving force for your project is customer feedback or market research, that could be your compelling aha moment.

Utilize thought-provoking statistics or compelling figures to justify why addressing the pain points is critical. The goal is to make your audience see why your proposal is an opportunity they can't afford to miss out on.

Most people try to use inspiring quotes or anecdotes to build excitement. But, unfortunately, this strategy doesn't always work. Stakeholders want to know if your idea is a viable opportunity right off the bat. And capturing their attention begins from the opening sentence.

Here's an excellent example of how to hook your audience right from the start.

FoodPlus is an on-demand food delivery service poised to revolutionize the food industry. With over ten years of experience in the food industry, our goal is to leverage technology to help people access food, beverage and groceries at the comfort of their homes and offices.

Our user-friendly app and wide network of delivery vendors make FoodPus the go-to service and preferred choice in and around our target market. Recently ranked the most popular food delivery app, FoodPlus has 200,000 partner restaurants located in 2000 cities worldwide, about 70% of them in the US.

In less than five years, we've tripled our customer base and amassed over one million followers across our social channels.

We have recently uncovered a significant opportunity to expand our reach to the UK and Canada. FoodPlus is seeking equity investment to help us fund our expansion and achieve our business goals in the next fiscal year.

Notice how this executive summary highlights compelling facts and figures, including:

• Year of experience in the industry
• Large customer base
• Market reach and service coverage
• Social engagement and proof
• Market opportunity

Set your business up for success with the cutting-edge business plan template below.

Step 2: Write for Your Audience

When writing your executive summary, you want to keep your intended audience in mind always and write it for them. First off, you need to consider your reader's current level of knowledge. Then use languages and terms appropriate for your target audience.

If you're writing for financial experts, the language you use should differ greatly from how you would write for project managers or engineers.

For example, investors and financial experts will probably be familiar with financial metrics. In contrast, engineers and project managers are more knowledgeable about the technical details.

The content and depth of explanation should align with your audience's interest and expertise.

Let's face it. People will readily read through content that's valuable to them. So if you're going to grab and hold your audience's attention, you'll have to research to understand who your audience is and what they want to know.

You may need to craft different versions of the executive summary based on the reader's expectations.

Let's say you're writing your executive summary for top-level management or investors. In that case, try answering these questions:

• What do they know about the subject?
• What do my audiences want to know about the subject?
• How much explanation do I need to make?
• What questions would run through the minds of my audiences?

Remember, it's a summary and your audience wants to quickly pull out the main points. Inform them about the fantastic opportunity that awaits them and create a sense of urgency so that they are compelled to read your document further.

Whether you're writing for business or academic purposes, use formal language and guide your audiences through the information.

Showcase your idea and wow investors with the help of Visme's business plan template below.

Step 3: Provide an Overview of Your Project

In the first few paragraphs of your executive summary, provide your audience with an overview of your proposed project.

You should include details of your business, your products and services and years of experience in the industry (if applicable.)

Also, outline your goals and the problem your project or proposal seeks to address. You may want to answer questions like:

• What problem will your project address?
• Why is it necessary for your product or services to enter the market?
• Why is it important for your company to embark on this project?
• What are the events that brought the project to life? Is it a market survey, customer feedback, innovation cycle, product plan, market needs or competitor activities?
• What will be the outcome after the successful execution of this project?

Finally, mention other vital research and industry insights relevant to the project or organization.

Using our earlier example, here's how to define the opportunity or problem.

The on-demand food delivery business will hit around $97 Billion by 2024. This growth is fueled by consumers' demand for convenience and access to meals in the comfort of their homes.

Currently, customers have to walk a certain distance to access meals. This limits their choices and ability to personalize their meals. With the proposed expansion of our business to other cities, we will make it easy for customers to access personalized meals quickly.

Notice how the executive summary in the template below highlights the market opportunity in the fashion industry.

Step 4: Describe the Solution and Expected Outcome

Next, briefly explain your proposed solution and how it will address the problem you've highlighted earlier. Here you should give your audience a mental picture of what their life or business would look like once you've solved the problem.

You want to touch on product features and benefits and how they align with your company goals. For example, product or service benefits could be in the form of:

• Convenience
• Accessibility
• Wide range of product or service options
• Better efficiency and productivity
• Increased sales
• Cost savings
• Brand equity , recognition and brand loyalty
• Industry leadership

Using our on-demand food service example, here's how to highlight your solution and expected outcome.

Having examined our target market, we recognize the need for an on-demand food delivery solution. FoodPlus offers a full-service online food ordering and delivery platform that enables users to order meals on the go. The app comes preloaded with the features like:

• Ability to create and manage orders
• Delivery GPS tracking in real-time
• In-app messaging
• Rating and reviews

It also offers users different ways to make payments, including debit or credit cards, mobile wallets and more. Our promise of value to our customers include:

• Value for money
• Ease of use
• Access to a wide range of meal options

Entice investors by emphasizing the market opportunity and proposed solution using the Visme template below.

Step 5: Explain Proposed Strategy and Operation Plan

Once you've highlighted your proposed solution, the next step is to explain your business strategy.

Who are the major players in your industry? What factors will set your business apart and help you gain a competitive advantage?

Next, explain how you intend to bring the project or product to life. You should include details of your operations, including production or project execution plan.

Are you outsourcing production or building the capacity to handle it in-house? What's your expected daily production or service delivery capacity? You're going to have to explain if you're setting up a brick-and-mortar store or an online service delivery model.

If you write an executive summary for a research report, explain how you will perform experiments or collect data during field surveys. This section should also highlight key activities, milestones, start and end dates.

Define your business model, strategy and operational plan using the Visme template below.

Step 6: Show Off Your Strengths

This is the part where you provide evidence that you can deliver on the value you've promised.

Here you should talk about your industry knowledge, expertise and experience. Also, highlight key team members and their depth of knowledge and experience in the industry.

If you're an existing business, you should talk about how long the company has been in business.

What's more? Talk about other projects you've successfully executed, your accolades, achievements and more.

Here you can include relevant figures, charts and key performance indicators like the one below. This will further boost your reader's confidence in your ability to deliver the project on time and within budget.

Here's an example of how to show proof of your expertise in your executive summary.

FoodPlus has been in business since 2017. Over the past five years, we've launched our service in over 400 cities in the US. We've achieved 50% growth in revenue within the last two years. We have a team of professionals with a combined 40 years of experience in the tech, e-commerce and on-demand space.

In addition, our diverse and robust team of customer success experts is well-positioned to ensure users enjoy incredible service experiences across multiple touchpoints.

Ensure your metrics and numbers are accurate and verifiable. For example, you can use financial management software to track and retrieve key metrics like return on investment and profit margin.

Step 7: Highlight Financials and Funding Requirements

Financial projections reveal whether your business has a chance to generate revenue and profit to survive. These insights help potential investors decide if your idea or project is a worthwhile investment, making them a key part of your executive summary.

Here's the thing. Project stakeholders and investors want to know what's in it for them. Why should they invest in your idea or embark on the project?

This section should highlight key financial and business growth metrics like expenses , revenue, cash flow, profit and loss forecasts for one to three years.

Make sure to show details of your break-even point - the point where cost and revenues are equal. Also, remember to highlight when your business will make a profit.

If you're writing an executive summary for a project or research, highlight the significant cost associated with the project or research.

This section should also mention the amount of money you need for your business or project. Make sure to disclose when investors will get their return on investment or when you'll be able to complete loan repayment.

For projects and academic research, provide details of the funding you need to achieve desired project outcomes. All in all, ensure this figure aligns with your financial projections.

Here's how to highlight financial projections and funding requirements.

At FoodPlus, our financial projections show that we will have steady revenue growth, positive cash flow and profit in the first year. Our forecast is based on two streams of income -commission on sales of meals and deliveries.

The expected revenue in the first year is $5 million and a 50% increase in the second and third years of operations. We expect a net profit margin of 45%, while the return on equity will be 15.37% in the first year. We will break even in the first year of business and by the third year, we expect positive cash after debt repayments.

We are seeking an equity investment of about 10 million dollars to fund our expansion into other cities in the UK and Canada.

The business plan template below cuts across a wide range of industries and is perfect for sharing the future of your business with investors.

Step 8: Wrap Up and Include a Call to Action

You've now presented all the important details with investors and other stakeholders. The next important step is to include key takeaways and a call to action.

Here you should answer questions like:

• How will the funding impact your business?
• Why is it important for you to get the money?
• Why should your audience be interested in this opportunity
• What will they achieve by taking advantage of this opportunity?

Here's an example to conclude our example executive summary:

This funding will help FoodPlus break into new markets, expand our reach and increase our market share. We've achieved success over the past five years. We're confident we can enjoy tremendous growth in the new market and turn FoodPlus into a global success.

If you're ready to move forward, this proposal provides more details about our project and how we'll accomplish it. If you have any questions, I'd be pleased to take your call or read from you (insert your email or phone number).

Step 9: Use a Template

Now that you know what you should write in your executive summary, you're probably buzzing to get to work. We recommend using Visme's business document creator that comes with ready-to-go templates with built-in executive summary pages.

You'll find templates of business plans, project plans,   reports and more to help you get started. Visme has a rich library of images, videos, graphs and other visual aids like the one below to help you get your point across quickly.

Step 10: Write It Last

Although your executive summary is the first content your audience reads from your report, you should write it last. Writing your executive summary at the end provides clarity. It also enables you to prioritize and filter the key information for your executive summary.

Once you're satisfied with your business plan or proposal, pick out the details that matter most to your readers and write them in your executive summary.

Get to Work: Craft a Compelling Executive Summary

Your executive summary is the hottest ticket to driving investors' interest in your business or project. Hence, you can't afford to wing it or take it for granted.

Writing an executive summary requires a whole different approach than the rest of the proposal. You want to ensure it briefly captures the key elements of the documents.

Remember, the goal is to attract interest, get readers' attention and entice them to keep reading.

If you want to craft the perfect executive summary, Visme's document creator has everything you need to get excellent results. The software comes preloaded with a robust library of easy-to-use templates for creating any business documents you can think of.

Whether you're looking to write an executive summary for your business plan, project status report and research proposal, Visme has got you covered. You can leverage millions of premium images, videos, visual aids and other design elements to make your executive summary pack a punch.

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How to Write an Executive Summary (Example & Template Included)

Here’s the good news: an executive summary is short. It’s part of a larger document like a business plan, business case or project proposal and, as the name implies, summarizes the longer report.

Here’s the bad news: it’s a critical document that can be challenging to write because an executive summary serves several important purposes. On one hand, executive summaries are used to outline each section of your business plan, an investment proposal or project proposal. On the other hand, they’re used to introduce your business or project to investors and other stakeholders, so they must be persuasive to spark their interest.

What Is an Executive Summary?

An executive summary is a short section of a larger document like a business plan , investment proposal or project proposal. It’s mostly used to give investors and stakeholders a quick overview of important information about a business plan like the company description, market analysis and financial information.

It contains a short statement that addresses the problem or proposal detailed in the attached documents and features background information, a concise analysis and a conclusion. An executive summary is designed to help executives and investors decide whether to go forth with the proposal, making it critically important. Pitch decks are often used along with executive summaries to talk about the benefits and main selling points of a business plan or project.

Unlike an abstract, which is a short overview, an executive summary format is a condensed form of the documents contained in the proposal. Abstracts are more commonly used in academic and research-oriented writing and act as a teaser for the reader to see if they want to read on.

Executive Summary Format & Template

To put all of that information together, here’s the basic format of an executive summary. You can find this same information in our free executive summary template :

• Introduction, be sure to know your audience
• Table of contents in the form of a bulleted list
• Explain the company’s role and identify strengths
• Explain the need, or the problem, and its importance
• Recommend a solution and explain its value
• Justify said solution by explaining how it fits the organization
• A strong conclusion that once more wraps up the importance of the project

You can use it as an executive summary example and add or remove some of its elements to adjust it to your needs. Our sample executive summary has the main elements that you’ll need project executive summary.

How to Write an Executive Summary

The pressure of writing an executive summary comes from the fact that everyone will pay attention to it, as it sits at the top of that heap of documents. It explains all that follows and can make or break your business plan or project plan . The executive summary must know the needs of the potential clients or investors and zero in on them like a laser. Fortunately, we’ll show you how to write and format your executive summary to do just that.

Executive summaries vary depending on the document they’re attached to. You can write an executive summary for a business plan, project proposal, research document, or business case, among other documents and reports. However, when writing an executive summary, there are guidelines to ensure you hit all the bases.

Executive Summary Length

According to the many books that have been written about executive summaries, as well as training courses, seminars and professional speakers, the agreed-upon length for an executive summary format should be about five to 10 percent of the length of the whole report.

Appropriate Language

The language used should be appropriate for the target audience. One of the most important things to know before you write professionally is to understand who you’re addressing. If you’re writing for a group of engineers, the language you’ll use will differ greatly from how you would write to a group of financiers.

That includes more than just the words, but the content and depth of explanation. Remember, it’s a summary, and people will be reading it to quickly and easily pull out the main points.

Pithy Introduction

You also want to capture a reader’s attention immediately in the opening paragraph. Just like a speech often opens with a joke to break the tension and put people at ease, a strong introductory paragraph can pull a reader in and make them want to read on. That doesn’t mean you start with a joke. Stick to your strengths, but remember, most readers only give you a few sentences to win them over before they move on.

Don’t forget to explain who you are as an organization and why you have the skills, personnel and experience to solve the problem raised in the proposal. This doesn’t have to be a lengthy biography, often just your name, address and contact information will do, though you’ll also want to highlight your strengths as they pertain to the business plan or project proposal .

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Executive Summary Template

Use this free Executive Summary Template for Word to manage your projects better.

Relevant Information

The executive summary shouldn’t stray from the material that follows it. It’s a summary, not a place to bring up new ideas. To do so would be confusing and would jeopardize your whole proposal.

Establish the need or the problem, and convince the target audience that it must be solved. Once that’s set up, it’s important to recommend the solution and show what the value is. Be clear and firm in your recommendation.

Justify your cause. Be sure to note the key reasons why your organization is the perfect fit for the solution you’re proposing. This is the point where you differentiate yourself from competitors, be that due to methodology, testimonials from satisfied clients or whatever else you offer that’s unique. But don’t make this too much about you. Be sure to keep the name of the potential client at the forefront.

Don’t neglect a strong conclusion, where you can wrap things up and once more highlight the main points.

Related: 10 Essential Excel Report Templates

What to Include in an Executive Summary

The content of your executive summary must reflect what’s in the larger document which it is part of. You’ll find many executive summary examples on the web, but to keep things simple, we’ll focus on business plans and project proposals.

Getting everything organized for your executive summary can be challenging. ProjectManager can help you get your thoughts in order and collaborate with your team. Our powerful task management tools make it easy to get everything prioritized and done on time. Try it free today.

How to Write an Executive Summary for a Business Plan

As we’ve learned above, your executive summary must extract the main points of all the sections of your business plan. A business plan is a document that describes all the aspects of a business, such as its business model, products or services, objectives and marketing plan , among other things. They’re commonly used by startups to pitch their ideas to investors.

Here are the most commonly used business plan sections:

• Company description: Provide a brief background of your company, such as when it was established, its mission, vision and core values.
• Products & services: Describe the products or services your company will provide to its customers.
• Organization and management: Explain the legal structure of your business and the members of the top management team.
• SWOT analysis: A SWOT analysis explains the strengths, weaknesses, opportunities and threats of your business. They describe the internal and external factors that impact your business competitiveness.
• Industry & market analysis: This section should provide an overview of the industry and market in which your business will compete.
• Operations: Explain the main aspects of your business operations and what sets it apart from competitors.
• Marketing plan: Your marketing plan describes the various strategies that your business will use to reach its customers and sell products or services.
• Financial planning: Here, you should provide an overview of the financial state of your business. Include income statements, balance sheets and cash flow statements.
• Funding request: If you’re creating your business plan to request funding, make sure to explain what type of funding you need, the timeframe for your funding request and an explanation of how the funds will be used.

We’ve created an executive summary example to help you better understand how this document works when using it, to sum up a business plan.

Executive Summary Example

For this executive summary example, we’ll imagine a company named ABC Clothing, a small business that manufactures eco-friendly clothing products and it’s preparing a business plan to secure funding from new investors.

Company Description We are ABC Clothing, an environmentally-friendly manufacturer of apparel. We’ve developed a unique method of production and sourcing of materials that allows us to create eco-friendly products at a low cost . We have intellectual property for our production processes and materials, which gives us an advantage in the market.

• Mission: Our mission is to use recycled materials and sustainable methods of production to create clothing products that are great for our customers and our planet.
• Vision: Becoming a leader in the apparel industry while generating a positive impact on the environment.

Products & Services We offer high-quality clothing products for men, women and all genders. (Here you should include pictures of your product portfolio to spark the interest of your readers)

Industry & Market Analysis Even though the fashion industry’s year-over-year growth has been affected by pandemics in recent years, the global apparel market is expected to continue growing at a steady pace. In addition, the market share of sustainable apparel has grown year-over-year at a higher pace than the overall fashion industry.

Marketing Plan Our marketing plan relies on the use of digital marketing strategies and online sales, which gives us a competitive advantage over traditional retailers that focus their marketing efforts on brick-and-mortar stores.

Operations Our production plant is able to recycle different types of plastic and cotton waste to turn it into materials that we use to manufacture our products . We’ve partnered with a transportation company that sorts and distributes our products inside the United States efficiently and cost-effectively.

Financial Planning Our business is profitable, as documented in our balance sheet, income statement and cash flow statement. The company doesn’t have any significant debt that might compromise its continuity. These and other financial factors make it a healthy investment.

Funding Request We’re requesting funding for the expansion of our production capacity, which will allow us to increase our production output in order to meet our increasing customer demand, enter new markets, reduce our costs and improve our competitiveness.

If you’d like to see more executive summary examples for your business plan, you can visit the U.S. small business administration website. They have business plans with executive summary examples you can download and use.

Executive summaries are also a great way to outline the elements of a project plan for a project proposal. Let’s learn what those elements are.

How to Write an Executive Summary for a Project Proposal

An executive summary for your project proposal will capture the most important information from your project management plan. Here’s the structure of our executive summary template:

• Introduction: What’s the purpose of your project?
• Company description: Show why you’re the right team to take on the project.
• Need/problem: What is the problem that it’s solving?
• Unique solution: What is your value proposition and what are the main selling points of your project?
• Proof: Evidence, research and feasibility studies that support how your company can solve the issue.
• Resources: Outline the resources needed for the project
• Return on investment/funding request: Explain the profitability of your project and what’s in for the investors.
• Competition/market analysis: What’s your target market? Who are your competitors? How does your company differentiate from them?
• Marketing plan: Create a marketing plan that describes your company’s marketing strategies, sales and partnership plans.
• Budget/financial planning: What’s the budget that you need for your project plan?
• Timeline: What’s the estimated timeline to complete the project?
• Team: Who are the project team members and why are they qualified?
• Conclusions:  What are the project takeaways?

Now that we’ve learned that executive summaries can vary depending on the type of document you’re working on, you’re ready for the next step.

What to Do After Writing an Executive Summary

As with anything you write, you should always start with a draft. The first draft should hit all the marks addressed above but don’t bog yourself down in making the prose perfect. Think of the first draft as an exploratory mission. You’re gathering all the pertinent information.

Next, you want to thoroughly review the document to ensure that nothing important has been left out or missed. Make sure the focus is sharp and clear, and that it speaks directly to your potential client’s needs.

Proofread for Style & Grammar

But don’t neglect the writing. Be sure that you’re not repeating words, falling into cliché or other hallmarks of bad writing. You don’t want to bore the reader to the point that they miss the reason why you’re the organization that can help them succeed.

You’ve checked the content and the prose, but don’t forget the style. You want to write in a way that’s natural and not overly formal, but one that speaks in the manner of your target audience . If they’re a conservative firm, well then, maybe formality is called for. But more and more modern companies have a casual corporate culture, and formal writing could mistakenly cause them to think of you as old and outdated.

The last run should be proofing the copy. That means double-checking to ensure that spelling is correct, and there are no typos or grammatical mistakes. Whoever wrote the executive summary isn’t the best person to edit it, however. They can easily gloss over errors because of their familiarity with the work. Find someone who excels at copy-editing. If you deliver sloppy content, it shows a lack of professionalism that’ll surely color how a reader thinks of your company.

Criticism of Executive Summaries

While we’re advocating for the proper use of an executive summary, it’d be neglectful to avoid mentioning some critiques. The most common is that an executive summary by design is too simple to capture the complexity of a large and complicated project.

It’s true that many executives might only read the summary, and in so doing, miss the nuance of the proposal. That’s a risk. But if the executive summary follows the guidelines stated above, it should give a full picture of the proposal and create interest for the reader to delve deeper into the documents to get the details.

Remember, executive summaries can be written poorly or well. They can fail to focus on results or the solution to the proposal’s problem or do so in a vague, general way that has no impact on the reader. You can do a hundred things wrong, but if you follow the rules, then the onus falls on the reader.

ProjectManager Turns an Executive Summary Into a Project

Your executive summary got the project approved. Now the real work begins. ProjectManager is award-winning project management software that helps you organize tasks, projects and teams. We have everything you need to manage each phase of your project, so you can complete your work on time and under budget.

Work How You Want

Because project managers and teams work differently, our software is flexible. We have multiple project views, such as the kanban board, which visualizes workflow. Managers like the transparency it provides in the production cycle, while teams get to focus only on those tasks they have the capacity to complete. Are you more comfortable with tasks lists or Gantt charts? We have those, too.

Live Tracking for Better Management

To ensure your project meets time and cost expectations, we have features that monitor and track progress so you can control any deviations that might occur. Our software is cloud-based, so the data you see on our dashboard is always up to date, helping you make better decisions. Make that executive summary a reality with ProjectManager.

You’ve now researched and written a persuasive executive summary to lead your proposal. You’ve put in the work and the potential client sees that and contracts you for the project. However, if you don’t have a reliable set of project management tools like Gantt charts , kanban boards and project calendars at hand to plan, monitor and report on the work, then all that preparation will be for nothing.

ProjectManager is online project management software that gives you real-time data and a collaborative platform to work efficiently and productively. But don’t take our word for it, take a free 30-day trial.

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

How to write an executive summary, with examples

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:

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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Research Summary

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A research paper analyzes a perspective or argues a point. It is an expanded essay based on your interpretation, evaluation or argument about a certain topic.

According to Sunny Empire State College , “When you write a research paper you build upon what you know about the subject and make a deliberate attempt to find out what experts know. A research paper involves surveying a field of knowledge in order to find the best possible information in that field.” Whatever type of research paper you choose to write, it should present your own ideas backed with others’ (especially experts on the field) information and data.

Every research paper has a research summary. A research summary is a brief overview of what the whole research is about. It is a professional piece of writing that describes your research to the readers. It concisely yet perfectly captures the essence of the research as a whole. You may also see What Should Be in an Executive Summary of a Report?

Fundamentals of a Research Summary

Having a good template for a research summary is nothing if you don’t know its importance and basic function. Before you start writing your research summary, you should first know its fundamentals on the areas you need to pay attention to such as its content, style and organization.

• The content of your research summary must briefly discuss the techniques and tools used in the research and the importance of the research as a whole. Explain how the research can be of benefit for the people.
• To organize your research summary, each topic must be discussed in separate paragraphs. How you came up with a factual research must be briefly explained in a separate paragraph.
• If you have a lengthy research paper, try not to write not more than 10% of the entire paper. If it’s not as lengthy, you should not write more than 300 words in your summary.

However, rules may vary according to your research professor’s standards. This is just the basic fundamentals on how to write your research summary. Also see  Thesis Outline Examples

How to Write a Research Summary

It is apparent that a research summary is a condensed version of the main idea of your research paper. Because of this, it is advised that the summary of your paper is written after you are done with your entire research. This is to ensure that all the added information in your research can be written in your summary as well and all of those that removed can be edited out. Here are a few steps on how to write a research summary:

Read your paper

It should be a fact you should know beforehand; the importance of reading your entire research paper thoroughly to write an effective research summary. Along the way, take notes of the important details and key findings that you want to highlight in your paper. This will help you organize your summary better. Remember that your research summary is a mini-paper of your study and it should contain the main ideas of your entire research.

Write a draft

For your first draft, focus on the content rather than the length of your summary. Your draft is your first outline on what to include in the final summary. Writing a draft ensures you write a clear, thorough and coherent summary of your research paper. Also see  How to Write a Rough Outline

Identify main points

Within your research paper, you must identify the major points that will encourage prospective readers to go through your research paper. These major points must thoroughly and completely explain what the paper is trying to convey.

Separate sections

Identify the differences of the main section in your paper. Write a few sentences describing the main ideas of each section. In short, you should be able to present and thoroughly describe what each main section is focused on. It should have these basic sections:

• Introduction, brief opening statement
• Purpose of the study
• Data gathering method
• Summary of findings
• Description of recommendations with actual justification.

Combine Information

All the information you have gathered must be then used to make your summary. Remember that your summary is just an overview of your research paper as a whole. It should be not be more than 10% of your whole paper. Also see  5 Summary Writing Examples and Samples

Making The First Draft

After establishing the basic way of writing a research summary, it is a must to write a first draft. It should follow the flow of the original paper. Here’s a few steps on how to make a first draft:

First, state the research question in the introduction of your summary. This holds the ground as to the summary’s direction. Provide an explanation why your research is interesting and how it can help your target recipients.

Second, state the hypothesis you wish to prove. This will help you and your readers stay grounded on the topic at hand.

Third, briefly discuss the methodology used in your research. Discuss and describe the procedure, materials, participants, design, etc. The analysis of your data must also be included. You may also see  How to Write a Successful Thesis Proposal

Fourth, describe the results and significance of your research. And lastly, briefly discuss the key implications of your research. The results and its interpretation should directly coincide with your hypothesis.

Editing your Research Summary

A research paper is a formal piece of writing. Your summary should be tailored to your expected readers. Say for example the prospective readers are your classmates, so the style of your paper should be clearly understood by them.

Eliminate wordiness. Avoid using unnecessary adjectives and adverbs. Write in a way it would be easier for your readers to understand. It is common for research papers to establish a word count. Avoid elongating your sentences when it has shorter versions.

Being vague in describing and explaining the points of your paper might lead to confusion in your readers part. Use specific, concrete language when presenting results. Use reliable and specific examples and references as well. You should also use scientifically accurate language to help support your claims. Avoid informal words and adjectives to describe the results of your research.

Paraphrase the information you want to include in your research paper. Direct quoting the information you have read from a different source is not oftenly used in formal writings. To give the exact credit for the information you paraphrased, follow the citation format required by your professor.

Reread your paper and let others read it as well. This way minor errors you were not able to notice can be quickly pointed out and corrected.

Research Summary Writing Tips

Your research summary should not be more than 10 pages long or not more than 10% of your original document. This keeps your research summary concise and compact. It should be short enough for your readers to read through but long enough for you to clearly explain your study.

Copy and paste

Avoid simply copy and pasting different parts of your paper into your summary. You should paraphrase parts that you want to include. As most research advisers read through all of your paper, it can easily be identified if you have copy-pasted parts from your research and might give you a bad grade.

Consider the readers

Although not a requirement from your professor, catering your summary to what the readers need is sometimes required. As some studies are given out to different influential people in the field, writing a summary that caters to the readers’ necessities might be required.

Research Article Summary Template

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Research Writing Summary Tips (continuation)

Clarity and organization.

One of the common mistakes in writing a research is publishing an unclear and unpolished summary. Bear in mind that your readers are likely reading about the topic of your research for the first time, avoid unclear and uncertain explanations and a disorganized summary.

Use strong and positive language

Use precise and strong words to help strengthen the foundation of your summary. Your summary should be able to stand alone despite it being a part of the research paper. Once you have convinced your readers with the recommendations regarding the topic of your paper, the readers should be able to find concrete evidence and explanations within your summary. Avoid pleas and biased statements in your summary, but make sure you are able to relay the sense of urgency for the recommendations you have given.

Divide into parts

To make things easier for you, divide your paper into different sections and headings, much like creating an outline. With this in mind, every point should be explained limited to its essence. In this way, you avoid writing too much information about your paper in your summary.

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Learn How to Use Etc in a Research Paper

Discover how to correctly use “etc” in your research paper. Learn the usage, common mistakes, and tips for clear academic writing.

Using proper punctuation and formatting in a research paper is crucial for clarity and professionalism, and one common element that often confuses is the abbreviation “etc.” Short for the Latin phrase “et cetera,” meaning “and other things,” the word “etc.” is frequently used to indicate the continuation of a list. However, its usage must be precise to maintain the academic tone of your paper. In this guide, we will explore how to use “etc.” in a research paper effectively, ensuring that your writing remains clear, concise, and scholarly.

Introduction to Using “etc”

Importance of proper usage.

The importance of proper usage of “etc.” in a research paper cannot be overstated. Incorrect usage can lead to ambiguity, making your arguments and data less clear to the reader. Furthermore, misuse may convey a lack of attention to detail, undermining the professionalism of your work. The competitors discuss the usage of the full phrase ‘et cetera’ and its abbreviation ‘etc.’ in writing. They mention the importance of using it only after listing items in the same category, the need for a period at the end, and the prohibition of using ‘etc.’ when listing names of people. In academic writing, every element must contribute to the precision and clarity of your argument. Properly using “etc.” helps maintain the formal tone required in scholarly papers. It ensures that your lists are clear and complete without being overly verbose. Additionally, adhering to punctuation rules, such as placing a comma before “etc.” in a series, showcases your command of academic conventions. This meticulous attention to detail strengthens the credibility and readability of your research, making your work more impactful.

Common Mistakes to Avoid

One common mistake when using “etc.” is overuse. Relying too heavily on “etc.” can make your writing appear lazy and incomplete. Always ensure that the items listed before “etc.” are representative of a complete category, making it clear what other items you are implying. When ‘etc.’ is used in the middle of a sentence, it must be followed by a comma, and any concluding punctuation should come right after the period. Another mistake is using “etc.” in formal lists or detailed descriptions where it is more appropriate to be specific. Additionally, failing to include a comma before “etc.” in a series is a frequent error that disrupts the grammatical flow of your sentence. Some writers also mistakenly use “etc.” in sentences where it is redundant, such as after “e.g.” which already implies additional examples. Ensuring you avoid these pitfalls will make your writing more precise and professional, aligning with academic standards. Proper usage of “etc.” is crucial for maintaining the clarity and scholarliness of your research paper.

Benefits of Correct Usage

Using “etc.” correctly in a research paper offers several benefits that enhance the quality of your writing. A few examples include listing various research methods, types of data, or theoretical frameworks without enumerating each one. Firstly, it contributes to the conciseness of your paper, allowing you to avoid lengthy lists without sacrificing clarity. This is particularly useful in maintaining the reader’s engagement and ensuring your argument flows smoothly. Secondly, proper usage of “etc.” demonstrates your attention to detail and adherence to academic standards, which boosts your credibility as a researcher. Additionally, it helps maintain the formal tone expected in scholarly writing. By using “etc.” appropriately, you also ensure that your lists are succinct yet comprehensive, making your points clearer and more impactful. The correct use of “etc.” thus not only supports the readability of your paper but also underscores your commitment to precision and professionalism, essential qualities in academic research.

Contextual Relevance

Academic writing standards.

Adhering to academic writing standards is essential when using “etc.” in a research paper. These standards dictate that your writing should be precise, formal, and free from ambiguity. Misuse of “etc.” can violate these principles, leading to unclear or incomplete arguments. According to academic guidelines, “etc.” should only be used when the omitted items are easily inferred by the reader, ensuring that the list remains comprehensive. Furthermore, the inclusion of a comma before “etc.” in a series is a grammatical requirement that upholds the integrity of your sentence structure. Proper usage of “etc.” also involves avoiding redundancy; for instance, do not use it after “such as” or “including”, as these phrases already imply additional items. By following these standards, you ensure that your research paper meets the rigorous expectations of academic writing, thereby enhancing its clarity, professionalism, and scholarly value. Instead of using “etc.”, consider using specific words or phrases like “and so on” or “and so forth” to maintain clarity and formality.

Situational Appropriateness

Understanding when to use “etc.” in a research paper is crucial for maintaining its effectiveness. “Etc.” should be used sparingly and only in contexts where the omitted items are clear to the reader. It is appropriate in informal lists or when the complete enumeration of items would be unnecessarily verbose. For example, in methodologies or discussions where minor details are not critical to the understanding of the main point, “etc.” can be a useful tool. However, in formal sections such as literature reviews or detailed analyses, providing specific examples is often more appropriate and academically rigorous. Additionally, avoid using “etc.” in the middle of a list with items that are not similar or logically connected, as this can confuse the reader. Ensuring situational appropriateness when using “etc.” enhances the clarity and professionalism of your research paper, aligning it with academic standards. In formal writing, it is best to avoid using “etc.” to ensure precision and clarity.

Examples in Research Papers

In research papers, “etc.” can be effectively used to streamline lists without losing meaning. A few examples of how ‘etc.’ can be used effectively include describing a series of methodologies or theoretical frameworks. For instance, when describing a series of methodologies, you might write, “The experiment involved measuring temperature, pressure, humidity, etc.” Here, “etc.” indicates that other similar environmental factors were measured, maintaining brevity without sacrificing clarity. Another example could be in the discussion of theoretical frameworks. You might state, “Various theories such as constructivism, behaviorism, cognitivism, etc., were considered.” This use of “etc.” implies the inclusion of other relevant theories, making the list representative without being exhaustive. Remember to place a comma before “etc.” when it concludes a series. Additionally, ensure that the items before “etc.” are sufficiently illustrative of the category being discussed. Proper use of “etc.” in these contexts helps maintain a formal tone while keeping the writing concise and focused, crucial elements in academic research.

Guidelines for Usage

When to use “etc”.

Using “etc.” in a research paper is appropriate when you need to indicate that a list of items continues beyond what is explicitly mentioned. When ‘etc.’ is used in the middle of a sentence, it must be followed by a comma, and any concluding punctuation should come right after the period. It is particularly useful in contexts where listing every item would be redundant or overly detailed. For instance, when mentioning common data collection methods, you might write, “Surveys, interviews, observations, etc., were utilized.” This suggests that other similar methods were also used without the need to list each one. “Etc.” is also suitable in summarising related concepts or groups, such as in descriptions of related studies or theories. However, it’s crucial to use “etc.” only when the omitted items are easily inferred by the reader. Avoid using it in formal lists or where precision is required, as this can lead to ambiguity. Correctly using “etc.” ensures your writing remains concise and clear, which is vital in maintaining the scholarly tone of your research paper.

When to Avoid “etc”

There are instances in academic writing where using “etc.” should be avoided to maintain clarity and precision. Avoid “etc.” in formal lists where each item needs to be explicitly stated, such as in detailed methodologies, results, or theoretical frameworks. For example, stating “The variables measured included height, weight, temperature, etc.” in a results section can be vague; specifying each variable measured is more appropriate. Additionally, do not use “etc.” when the omitted items are not obvious, as this can confuse the reader. Also, refrain from using “etc.” in sentences where it would be redundant, such as after “including” or “such as,” because these phrases already imply additional items. Lastly, overusing “etc.” can make your writing seem lazy or incomplete. By being mindful of these situations, you enhance the accuracy and professionalism of your research paper, ensuring it meets academic standards. In formal writing, it is crucial to avoid “etc.” to maintain precision and clarity.

Alternative Phrases

When “etc.” feels inappropriate or redundant, there are several alternative phrases that can be used to maintain clarity and completeness in your research paper. Phrases like “and so forth” or “and the like” can serve a similar purpose while providing a slightly more formal tone. For example, instead of writing “books, journals, articles, etc.,” you might say “books, journals, articles, and the like.” Additionally, “among others” can be a useful alternative, particularly in contexts where you are listing people, places, or specific studies. For instance, “Studies by Smith, Jones, among others, have shown…” offers a clear yet succinct way to imply additional examples. Using such alternatives can help avoid the repetitiveness of “etc.” while maintaining the academic tone and clarity of your paper. These phrases also offer flexibility, allowing you to choose the most appropriate expression for your specific context. Consider using specific words or phrases like “and so on” or “and so forth” instead of “etc.” to maintain clarity and formality.

Practical Examples

Correct usage in sentences.

Understanding how to correctly use “etc.” in sentences is essential for maintaining clarity and formality in your research paper. When ‘etc.’ is used in the middle of a sentence, it must be followed by a comma, and any concluding punctuation should come right after the period. When listing items, “etc.” should follow a comma and be used to imply the continuation of a series. For example, “The survey included questions about age, gender, occupation, etc.” Here, “etc.” indicates that the list includes other demographic variables. It is crucial to ensure that the items before “etc.” are representative and logically connected. Additionally, “etc.” should not be overused; it is best reserved for instances where listing every item would be redundant. Avoid using “etc.” after phrases like “such as” or “including,” as these already imply additional items. For instance, “We collected data from various sources such as books, journals, articles, etc.” is redundant. Correctly placing “etc.” in your sentences helps maintain a concise and professional tone, aligning with academic writing standards.

Incorrect Usage in Sentences

Incorrect usage of “etc.” can lead to confusion and reduce the clarity of your research paper. One common mistake is using “etc.” after phrases such as “including” or “such as,” which already imply additional items. For example, “The study examined variables such as height, weight, temperature, etc.” is incorrect and redundant. Another error is using “etc.” without a preceding comma in a list, as in “The participants were asked about their age, gender, occupation etc.” This disrupts the grammatical flow of the sentence. Additionally, avoid using “etc.” in formal sections or when the omitted items are not easily inferred by the reader, as in “The variables measured included height, weight, etc.”—this leaves the reader guessing what other variables might be included. Ensuring that “etc.” is used sparingly and appropriately will help maintain the precision and professionalism required in academic writing. In formal writing, it is best to avoid using “etc.” altogether, as it may come across as lazy or vague.

Real-life Research Paper Examples

Examining real-life research papers can help illustrate the proper use of “etc.” in academic writing. A few examples can demonstrate how ‘etc.’ can be used effectively in research papers. For instance, a paper on environmental science might state, “The study involved analyzing various pollutants, including nitrogen oxides, sulfur dioxide, particulate matter, etc.” Here, “etc.” effectively indicates that other similar pollutants were also analyzed without listing each one. Another example could be found in a psychological research paper: “Participants were asked about their daily habits, such as sleeping patterns, eating routines, exercise frequency, etc.” This usage shows that other daily habits were considered, maintaining the paper’s conciseness. Reviewing well-written papers in your field can provide valuable insights into how experienced researchers use “etc.” appropriately. These examples can guide you in ensuring your lists are both comprehensive and succinct, thereby enhancing the clarity and professionalism of your own research paper. Properly used, “etc.” can make your academic writing more efficient and impactful.

Summary and Conclusion

Key takeaways.

Proper use of “etc.” in a research paper enhances clarity and maintains a formal academic tone. Key takeaways include using “etc.” only when the omitted items are obvious and logically connected to those listed. Always include a comma before “etc.” in a series and avoid redundancy by not using it after phrases like “such as” or “including.” Overusing “etc.” can make your writing seem lazy; use it sparingly and only in appropriate contexts. In formal sections, provide complete lists rather than relying on “etc.” to ensure precision. Alternative phrases like “and so forth” or “among others” can be used for variety and to maintain the formality of your writing. Reviewing real-life research papers can offer valuable examples of how to use “etc.” effectively. By adhering to these guidelines, you can ensure that your research paper remains clear, concise, and professional, meeting the high standards of academic writing. Consider using specific words or phrases like “and so on” or “and so forth” instead of “etc.” to maintain clarity and formality.

Final Thoughts

Mastering the use of “etc.” in a research paper is a small yet significant aspect of academic writing. Its proper usage can enhance the readability and professionalism of your work, ensuring your arguments are clear and your lists are complete without being overly verbose. However, it is equally important to recognize the situations where “etc.” might be inappropriate or redundant. Opting for alternative phrases or providing a full list when needed can often be more effective. As you refine your writing skills, pay close attention to how experienced academics employ “etc.” in their papers. This practice will help you discern when and how to use this abbreviation most effectively. Ultimately, the goal is to maintain a balance between brevity and clarity, ensuring that your research paper meets the rigorous standards of academic writing while remaining accessible and engaging to your readers. In formal writing, it is advisable to avoid using “etc.” as it may come across as lazy or vague, and instead, opt for specific words or phrases to improve clarity and precision.

Further Reading

For those interested in delving deeper into the nuances of academic writing, several resources can provide valuable insights. “The Elements of Style” by Strunk and White is a classic guide that covers fundamental principles of clear and concise writing. Additionally, “They Say/I Say: The Moves That Matter in Academic Writing” by Gerald Graff and Cathy Birkenstein offers practical advice on integrating sources and constructing arguments effectively. For a more comprehensive look at grammar and style, “The Chicago Manual of Style” is an authoritative reference. Online resources like the Purdue Online Writing Lab (OWL) also offer extensive guidelines on various aspects of academic writing, including the proper use of abbreviations like “etc.” Engaging with these resources will further hone your writing skills, ensuring that your research papers are well-structured, precise, and impactful. Reading widely and practicing consistently are key to mastering the art of academic writing.

It is important to note that ‘etc.’ is more appropriate in informal writing and should be used sparingly in formal academic papers.

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About Fabricio Pamplona

Fabricio Pamplona is the founder of Mind the Graph - a tool used by over 400K users in 60 countries. He has a Ph.D. and solid scientific background in Psychopharmacology and experience as a Guest Researcher at the Max Planck Institute of Psychiatry (Germany) and Researcher in D'Or Institute for Research and Education (IDOR, Brazil). Fabricio holds over 2500 citations in Google Scholar. He has 10 years of experience in small innovative businesses, with relevant experience in product design and innovation management. Connect with him on LinkedIn - Fabricio Pamplona .

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How to Write a Hypothesis? [Tips with Examples]

Click here if you have ever found yourself in the position of having to wrestle with the development of a hypothesis for your research paper. As an expert writer, I have seen that this is where most students begin to sweat. It is a potpourri of theory and practice, hence rather intimidating. But not to worry because I have got your back. This guide is a pool of tips and tricks for writing a hypothesis to set the stage for compelling research.

What is a Hypothesis?

A hypothesis is a tentative statement, usually in the form of an educated guess, that provides a probable explanation for something either a phenomenon or a relationship between variables. This will, therefore, form a basis for conducting experiments and research studies, hence laying down the course of your investigation and mainly laying the ground for your conclusion.

A good hypothesis should be:

Specific and clear

Testable and falsifiable

Based upon existing knowledge

Logically consistent

Types of Hypothesis

There are different kinds of hypotheses used in research, all of which serve different purposes depending on the nature of the study. Here are eight common types:

1. The null hypothesis (H0):  asserts that there is no effect or relationship between variables. This forms a baseline for comparison. Example: "There is no difference in test scores for students who study music and for those who do not."

2. Alternative Hypothesis (H1): The hypothesis that postulates some effect or relationship between variables; it is, therefore, the opposite of the null hypothesis. For instance, "Students who study with music have different test scores than those who study in silence."

3. Simple Hypothesis: The hypothesis that states a relationship between two variables: one independent and one dependent. For example, "More sunlight increases plant growth."

4. Complex Hypothesis: This hypothesis involves the relationship of more than one variable. For example, "More sunlight and water increase plant growth."

5. Directional Hypothesis: The hypothesis which specifies the direction of the effect between variables. For instance, "Students who study with music will have higher test scores than students who study in silence."

6. Non-Directional Hypothesis: This is a hypothesis used where the relationship is indicated, but the direction is not specified. For example, "There is a difference in test scores between students who study with music and those who study in silence."

7. Associative Hypothesis: This hypothesis merely states that the change in one variable is associated with a change in another. It does not indicate cause and effect. For example: "There is a relationship between study habits and academic performance."

8. Causal Hypothesis: This hypothesis states that one variable causes a change in another. For example: "Increased study time results in higher test scores."

Understanding such types of hypotheses will help in the selection of the correct hypothesis for your research and in making your analysis clear and effective.

5 Steps to Write a Good Hypothesis [With Examples]

An excellent hypothesis provides a backbone to any scientific research. Leave some help behind in writing one? Follow this easy guide:

Step 1: Ask a Question

First, you must understand what your research question is. Suppose you want to carry out an experiment on plant growth. Your question can be, "How does sunlight affect plant growth?"

Use WPS AI to help when you get stuck. Feed it a topic, and it will come up with related questions to ask.

Step 2: Do Preliminary Research

Do some research to see what's already known about your topic. That way, you can build upon existing knowledge.

Research information in journals, books and credible websites. Then summarize what you read. This will help you formulate your hypothesis.

Step 3: Define Variables

Identify your variables:

Independent Variable: What you manipulate. For example, the amount of sun.

Dependent Variable: What you measure. For example, plant growth rate.

Clearly defining these makes your hypothesis specific and testable.

Step 4: State Your Hypothesis

State your question in the form of a hypothesis. Here are some examples:

If  then: "If plants receive more sunlight, then they will grow faster."

Comparative statements: "Plants receiving more sunlight grow faster than plants receiving less."

Correlation statements: "There is positive correlation between sunlight and plant growth." This kind of pattern makes your hypothesis easy to test.

Step 5: Refine Your Hypothesis

Revise your hypothesis to be clear and specific, and elicit feedback to improve it.

You will also need a null hypothesis, which says that there is no effect or relationship between variables. An example would be, "Sunlight has no effect on the growth of plants."

With these steps, you are now bound to come up with a testable hypothesis. WPS AI can help you in this process more efficiently.

Characteristics of a Good Hypothesis

A good hypothesis is seen as the backbone of doing effective research. Following are some key characteristics that define a good hypothesis:

A good hypothesis has to be testable either by experimentation or observation. The hypothesis should clearly predict what can be measured or observed. For example, "If it receives more sunlight, the plant will grow taller" is a testable hypothesis since it states what can be measured.

Falsifiable

A hypothesis has to be falsifiable: it should be able to prove it wrong. This feature is important because it accommodates testing in science. For example, the statement "All swans are white" is falsifiable since it just takes one black swan to disprove the claim.

A good hypothesis should be grounded in current knowledge and should be properly reasoned. It should be broad or reasonable within existing knowledge. For example, "Increasing the amount of sunlight will boost plant growth" makes sense, in that it tallies with generally known facts about photosynthesis.

Specific and Clear

What is needed is clarity and specificity. A hypothesis has to be brief, yet free from ambiguity. For instance, "Increased sunlight leads to taller plants" is clear and specific whereas "Sunlight affects plants" is too vague.

Built upon Prior Knowledge

A good hypothesis is informed by prior research and existing theories. The available knowledge enlightens it to build on what is known to find new relationships or effects. For example, "Given photosynthesis requires sunlight, increasing sunlight will enhance plant growth" is informed by available scientific understanding.

Ethical Considerations

Finally, a good hypothesis needs to consider the ethics involved. The research should not bring damage to participants or the environment. For instance, "How the new drug will affect a human when tested without testing it on animals" may present an ethical concern.

Checklist for Reviewing Your Hypothesis

To be certain that your hypothesis has the following characteristics, use this checklist to review your hypothesis:

1. Is the hypothesis testable through experimentation or observation?

2. Can the hypothesis be proven false?

3. Is the hypothesis logically deduced from known facts?

4. Is your hypothesis clear and specific?

5. Does your hypothesis relate to previous research or theories?

6. Will there be any ethical issues with the proposed research?

7. Are your independent and dependent variables well defined?

8. Is your hypothesis concise and ambiguity free?

9. Did you get feedback to help in refining your hypothesis?

10. Does your hypothesis contain a null hypothesis for comparison?

By making sure that your hypothesis has these qualities, you are much more likely to set yourself on the course of higher-quality research and larger impacts. WPS AI can help fine-tune a hypothesis to ensure it is well-structured and clear.

Using WPS to Perfect your Hypothesis

Drafting a good hypothesis is the real inception of any research project. WPS AI, with its advanced language functions, can very strongly improve this stage of your study. Here's how WPS AI can help you perfect your hypothesis:

Check Grammar and Syntax

Grammar and punctuation errors can make your hypothesis weak. WPS AI checks and corrects this with the assurance that your hypothesis is as clear as possible and professional in its presentation. For example, when your hypothesis is written, "If the temperature increases then plant growth will increases", WPS AI can correct it to "If the temperature increases, then plant growth will increase."

Rewrite Your Hypothesis for Clarity

There needs to be a clear hypothesis. WPS AI can suggest ways to reword your hypothesis so that it makes sense. If your original hypothesis is, "More sunlight will result in more significant plant growth due to photosynthesis," WPS AI can suggest, "Increased sunlight will lead to greater plant growth through enhanced photosynthesis."

Automatic Content Expansion

Sometimes, your hypothesis or the related paragraphs may require more detail. WPS AI's [Continue Writing] feature can help enlarge the content. For example, after having written, "This study will examine the effects of sunlight on plant growth", using [Continue Writing] it can enlarge it to, "This research paper is going to study how sunlight affects the growth of plants by measuring their height and their health under different amounts of sunlight over a period of six weeks."

WPS AI is a great tool that can help you in drafting a good hypothesis for your research. It will help you check grammar, syntax, clarity, and completeness. Using WPS AI , you will be assured that the results of your hypothesis will be well-written and clear to understand.

What is the difference between a hypothesis and a theory?

The hypothesis is one single testable prediction regarding some phenomenon. The theory is an explanation for some part of the natural world which is well-substantiated by a body of evidence, together with multiple hypotheses.

What do I do if my hypothesis isn't supported by my data?

If your results turn out not to support your hypothesis, analyze the data again to see why your result rejects your hypothesis. Do not manipulate the observations or experiment so that it leads to your hypothesis.

Publication detail

European Innovation Scoreboard (EIS) 2024

Executive summary, publication metadata, available languages and formats, bulgarian (bg), spanish (es), danish (da), german (de), estonian (et), english (en), french (fr), croatian (hr), italian (it), latvian (lv), lithuanian (lt), hungarian (hu), maltese (mt), polish (pl), portuguese (pt), romanian (ro), slovak (sk), slovenian (sl), finnish (fi), swedish (sv).

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• Published: 2024
• Corporate author(s): Directorate-General for Research and Innovation ( European Commission )
• Themes: Scientific and technical research , Regional policy and regional economies
• Subject: EU Member State , EU regional policy , EU research policy , innovation , performance measurement , research and development , research infrastructure

• Released on EU Publications: 2024-07-09

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Key facts about Americans and guns

Guns are deeply ingrained in American society and the nation’s political debates.

The Second Amendment to the United States Constitution guarantees the right to bear arms, and about a third of U.S. adults say they personally own a gun. At the same time, in response to concerns such as  rising gun death rates  and  mass shootings , the U.S. surgeon general has taken the unprecedented step of declaring gun violence a public health crisis .

Here are some key findings about Americans’ views of gun ownership, gun policy and other subjects, drawn from Pew Research Center surveys. 

Pew Research Center conducted this analysis to summarize key facts about Americans’ relationships with guns. We used data from recent Center surveys to provide insights into Americans’ views on gun policy and how those views have changed over time, as well as to examine the proportion of adults who own guns and their reasons for doing so.

The Center survey questions used in this analysis, and more information about the surveys’ methodologies, and can be found at the links in the text.

Measuring gun ownership in the United States comes with unique challenges. Unlike many demographic measures, there is not a definitive data source from the government or elsewhere on how many American adults own guns.

The Pew Research Center survey conducted June 5-11, 2023, on the Center’s American Trends Panel, used two separate questions to measure personal and household ownership. About a third of adults (32%) say they own a gun, while another 10% say they do not personally own a gun but someone else in their household does. These shares have changed little from surveys conducted in  2021  and  2017 . In each of those surveys, 30% reported they owned a gun.

These numbers are largely consistent with  rates of gun ownership reported by Gallup and those reported by  NORC’s General Social Survey .  

The FBI maintains data on background checks on individuals attempting to purchase firearms in the United States. The FBI reported  a surge in background checks  in 2020 and 2021, during the coronavirus pandemic, but FBI statistics show that the number of federal background checks declined in 2022 and 2023. This pattern seems to be continuing so far in 2024. As of June, fewer background checks have been conducted than at the same point in 2023, according to FBI statistics.

About   four-in-ten U.S. adults say they live in a household with a gun, including 32% who say they personally own one,  according to  a Center survey conducted in June 2023 . These numbers are virtually unchanged since the last time we asked this question in 2021.

There are differences in gun ownership rates by political affiliation, gender, community type and other factors.

• Party: 45% of Republicans and GOP-leaning independents say they personally own a gun, compared with 20% of Democrats and Democratic leaners.
• Gender: 40% of men say they own a gun, versus 25% of women.
• Community type: 47% of adults living in rural areas report owning a firearm, as do smaller shares of those who live in suburbs (30%) or urban areas (20%).
• Race and ethnicity: 38% of White Americans own a gun, compared with smaller shares of Black (24%), Hispanic (20%) and Asian (10%) Americans.

Personal protection tops the list of reasons gun owners give for having a firearm.  About seven-in-ten gun owners (72%) say protection is a major reason they own a gun. Considerably smaller shares say that a major reason they own a gun is for hunting (32%), for sport shooting (30%), as part of a gun collection (15%) or for their job (7%). 

Americans’ reasons behind gun ownership have changed only modestly since we fielded a separate survey  about these topics in spring 2017. At that time, 67% of gun owners cited protection as a major reason they had a firearm.

Gun owners tend to have much more positive feelings about having a gun in the house than nonowners who live with them do.  For instance, 71% of gun owners say they enjoy owning a gun – but just 31% of nonowners living in a household with a gun say they enjoy having one in the home. And while 81% of gun owners say owning a gun makes them feel safer, a narrower majority of nonowners in gun households (57%) say the same. Nonowners are also more likely than owners to worry about having a gun at home (27% vs. 12%).

Feelings about gun ownership also differ by political affiliation, even among those who personally own a firearm. Republican gun owners are more likely than Democratic owners to say owning one gives them feelings of safety and enjoyment, while Democratic owners are more likely to say they worry about having a gun in the home.

Non-gun owners are split on whether they see themselves owning a firearm in the future.  About half of Americans who don’t own a gun (52%) say they could never see themselves owning one, while nearly as many (47%) could imagine themselves as gun owners in the future.

Among those who currently do not own a gun, attitudes about owning one in the future differ by party and other factors.

• Party: 61% of Republicans who don’t own a gun say they could see themselves owning one in the future, compared with 40% of Democrats.
• Gender: 56% of men who don’t own a gun say they could see themselves owning one someday; 40% of women nonowners say the same.
• Race and ethnicity: 56% of Black nonowners say they could see themselves owning a gun one day, compared with smaller shares of White (48%), Hispanic (40%) and Asian (38%) nonowners.

A majority of Americans (61%) say it is too easy to legally obtain a gun in this country, according to the June 2023 survey. Far fewer (9%) say it is too hard, while another 30% say it’s about right.

Non-gun owners are nearly twice as likely as gun owners to say it is too easy to legally obtain a gun (73% vs. 38%). Gun owners, in turn, are more than twice as likely as nonowners to say the ease of obtaining a gun is about right (48% vs. 20%).

There are differences by party and community type on this question, too. While 86% of Democrats say it is too easy to obtain a gun legally, far fewer Republicans (34%) say the same. Most urban (72%) and suburban (63%) residents say it’s too easy to legally obtain a gun, but rural residents are more divided: 47% say it is too easy, 41% say it is about right and 11% say it is too hard.

About six-in-ten U.S. adults (58%) favor stricter gun laws. Another 26% say that U.S. gun laws are about right, while 15% favor less strict gun laws.

There   is broad partisan agreement on some gun policy proposals, but most are politically divisive. Majorities of U.S. adults in both partisan coalitions somewhat or strongly favor two policies that would restrict gun access: preventing those with mental illnesses from purchasing guns (88% of Republicans and 89% of Democrats support this) and increasing the minimum age for buying guns to 21 years old (69% of Republicans, 90% of Democrats). Majorities in both parties also  oppose  allowing people to carry concealed firearms without a permit (60% of Republicans and 91% of Democrats oppose this).

Republicans and Democrats differ on several other proposals. While 85% of Democrats favor banning both assault-style weapons and high-capacity ammunition magazines that hold more than 10 rounds, majorities of Republicans oppose  these proposals (57% and 54%, respectively).

Most Republicans, on the other hand, support allowing teachers and school officials to carry guns in K-12 schools (74%) and allowing people to carry concealed guns in more places (71%). These proposals are supported by just 27% and 19% of Democrats, respectively.

The public remains closely divided over whether it’s more important to protect gun rights or control gun ownership, according to an April 2024 survey . Overall, 51% of U.S. adults say it’s more important to protect the right of Americans to own guns, while a similar share (48%) say controlling gun ownership is more important.

Views have shifted slightly since 2022, when we last asked this question. That year, 47% of adults prioritized protecting Americans’ rights to own guns, while 52% said controlling gun ownership was more important.

Views on this topic differ sharply by party. In the most recent survey, 83% of Republicans say protecting gun rights is more important, while 79% of Democrats prioritize controlling gun ownership.

Americans are slightly more likely to say gun ownership does more to increase safety than to decrease it.  Around half of Americans (52%) say gun ownership does more to increase safety by allowing law-abiding citizens to protect themselves, while a slightly smaller share (47%) say gun ownership does more to reduce safety by giving too many people access to firearms and increasing misuse. Views were evenly divided (49% vs. 49%) when we last asked in 2023.

Republicans and Democrats differ widely on this question: 81% of Republicans say gun ownership does more to increase safety, while 74% of Democrats say it does more to reduce safety.

Rural and urban Americans also have starkly different views. Among adults who live in rural areas, 64% say gun ownership increases safety, while among those in urban areas, 57% say it  reduces  safety. Those living in the suburbs are about evenly split in their views.

More than half of U.S. adults say an increase in the number of guns in the country is bad for society, according to the April 2024 survey. Some 54% say, generally, this is very or somewhat bad for society. Another 21% say it is very or somewhat good for society, and a quarter say it is neither good nor bad for society.

About half of Americans (49%) see gun violence as a major problem,  according to a May 2024 survey. This is down from 60% in June 2023, but roughly on par with views in previous years. In the more recent survey, 27% say gun violence is a moderately big problem, and about a quarter say it is either a small problem (19%) or not a problem at all (4%).

A majority of public K-12 teachers (59%) say they are at least somewhat worried about the possibility of a shooting ever happening at their school, including 18% who are very or extremely worried, according to a fall 2023 Center survey of teachers . A smaller share of teachers (39%) say they are not too or not at all worried about a shooting occurring at their school.

School shootings are a concern for K-12 parents as well: 32% say they are very or extremely worried about a shooting ever happening at their children’s school, while 37% are somewhat worried, according to  a fall 2022 Center survey of parents with at least one child younger than 18 who is not homeschooled. Another 31% of K-12 parents say they are not too or not at all worried about this.

Note: This is an update of a post originally published on Jan. 5, 2016 .

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Katherine Schaeffer is a research analyst at Pew Research Center .

Americans’ Extreme Weather Policy Views and Personal Experiences

U.s. adults under 30 have different foreign policy priorities than older adults, many adults in east and southeast asia support free speech, are open to societal change, nato seen favorably in member states; confidence in zelenskyy down in europe, u.s., same-sex marriage around the world, most popular.

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Vice President Kamala Harris waves as she boards Air Force Two after a campaign event July 23, 2024, in Milwaukee. (AP)

'Border czar'? Kamala Harris assigned to tackle immigration's causes, not border security

If your time is short.

In March 2021, President Joe Biden tasked Vice President Kamala Harris with working alongside officials in Guatemala, El Salvador and Honduras to address the issues driving people to leave those countries and come to the United States.

The Biden-Harris administration said it would focus on five key issues: economic insecurity, corruption, human rights, criminal gang violence and gender-based violence.

Border security and management is the Homeland Security secretary’s responsibility.

Vice President Kamala Harris might soon get a new official title: 2024 Democratic presidential nominee. In the meantime, Republicans have revived a title they gave her in 2021: "border czar." 

Claims that President Joe Biden named Harris the "border czar" and that she is responsible for overseeing U.S. border enforcement gained prominence at the Republican National Convention as the party sought to link her to his immigration policy. 

The refrain intensified once Biden dropped out of the race and endorsed Harris. It was echoed in ads and by Trump campaign surrogates, including Ohio Sen. J.D. Vance , the Republican vice presidential nominee.

"Here’s Biden appointing Kamala Harris to be his border czar to deal with illegal immigration," a narrator says in a video the Republican National Committee posted on its X account, @GOP. "And here are a record number of illegal immigrants — 10 million and counting — flooding over the border after Harris was put in charge of stopping illegal immigration."

We’ve repeatedly fact-checked claims about the number of people entering the U.S. illegally under Biden. The federal data tracks how many times officials encountered a person trying to cross the southern border, but it doesn’t reflect the number of people let in. And if one person tries to cross the border multiple times, that counts as multiple encounters, even if it’s the same person. 

For this fact-check, we’re focused on the scope of Harris’ border responsibilities. 

"Border Czar Kamala Harris' reversal of President Trump's immigration policies has created an unprecedented and illegal immigration, humanitarian and national security crisis on our southern border," Trump campaign National Press Secretary Karoline Leavitt told PolitiFact in a statement. 

But Biden didn’t put Harris in charge of overseeing border security.

In a meeting with Harris in March 2021 , Biden said Harris would lead U.S. diplomatic efforts and work with officials in Mexico, Guatemala, El Salvador and Honduras to stem migration to the U.S. Biden said that when he was vice president, he "got a similar assignment" and that the Obama administration secured $700 million to help countries in Central America.

"One of the ways we learned is that if you deal with the problems in country, it benefits everyone. It benefits us, it benefits the people, and it grows the economies there," Biden said then.

Biden asked Harris "to be the chief diplomatic officer with Central American countries" and address the root causes that make people leave their home countries, said Michelle Mittelstadt, communications director for the Migration Policy Institute, a nonpartisan think tank. 

Managing the border "has always been" the Homeland Security secretary’s role, Mittelstadt said.

Biden tasked Harris with addressing the root causes influencing people’s decisions to migrate to the United States.

"I’ve asked her … to lead our efforts with Mexico and the Northern Triangle and the countries that help — are going to need help in stemming the movement of so many folks, stemming the migration to our southern border," Biden said in March 2021.

Biden held a similar role as vice president to former President Barack Obama. In a 2015 New York Times opinion piece, Biden said he would work with the Northern Triangle’s leaders on security, anti-corruption and investment efforts in the region.

"Donald Trump’s administration didn’t really sustain this strategy, but what Harris sought to revive in 2021 ran along the same lines," said Adam Isacson, defense oversight director at Washington Office on Latin America, a group advocating for human rights in the Americas. 

Within weeks of Biden’s remarks about Harris’ role, Republicans including Texas Gov. Greg Abbott and Rep. Steve Scalise, R-La., began calling Harris the " border czar " often in tandem with pointing out she had not yet been to the border.

In April 2021, when a reporter asked Harris whether she would visit the border, she said that her role is addressing the factors that make people leave their home countries, not managing the border.

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"The president has asked (Homeland Security) Secretary (Alejandro) Mayorkas to address what is going on at the border. And he has been working very hard at that, and it’s showing some progress because of his hard work," Harris said at an event . "I have been asked to lead the issue of dealing with root causes in the Northern Triangle, similar to what the then-vice president did many years ago."

Harris said she’d focus on economic struggles, violence, corruption and food insecurity in the countries. 

In June 2021, Harris visited El Paso, Texas, with Mayorkas. They outlined their responsibilities to reporters. Harris said she was addressing "the root causes of migration, predominantly out of Central America," and Mayorkas said, "It is my responsibility as the Secretary of Homeland Security to address the security and management of our border."

But this distinction didn’t stop critics from linking Harris with U.S.-Mexico border security. 

"The administration’s messaging on this in mid-2021 was not as clear as it should have been," Isacson said. "But at no time did Harris or the White House state that her duties included the U.S.-Mexico border, or border security."

Immigration experts said it’s hard to measure Harris’ success in her role, and that a "root causes" approach implies that the results will be seen long term, not immediately.

In July 2021, the administration published a strategy , with Harris writing the lead message, for confronting the factors that drive migration in Central America. The plan focused on economic insecurity, corruption, human rights, criminal gang violence and gender-based violence.

In March 2024, the administration said it secured more than $5.2 billion in private sector investments to the region. However, only about $1 billion has been distributed, the Partnership for Central America, a group working with the administration, reported .

The White House said the investments have generated more than 70,000 new jobs in Guatemala, Honduras and El Salvador, provided job training to 1 million people and expanded digital access to 4.5 million people. 

"Still, her engagement on this issue has been sporadic," Isacson said. "She has not traveled very often to the region or otherwise sought to make ‘root causes in Central America’ a central theme of her vice presidency."

Illegal immigration at the U.S. southern border from Guatemala, Honduras and El Salvador has dropped since 2021. Encounters with people from other countries, Venezuela, have risen . 

"But it’s hard to prove that U.S. assistance is a central reason" for the Northern Triangle countries’ decline, Isacson said.

The issues pushing people to leave Central American countries "are extremely complex and require deep restructuring of so much in those societies," said Cecilia Menjivar, a sociology professor at the University of California, Los Angeles who specializes on immigration. "So it’s very difficult for one person to change all that, even if it is a powerful person."

Immigration patterns at the U.S.-Mexico border have more to do with conditions in Latin American countries than "any U.S. policy," Mittelstadt said. 

For example, a humanitarian crisis in Venezuela has displaced nearly 8 million people since 2014, according to the United Nations. Political, economic and security crises in Cuba, Nicaragua, Haiti and Ecuador have also led to more migration from these countries, Mittelstadt said. 

In contrast, immigration encounters with people from El Salvador have dropped in past years, partly because of the country’s crime crackdown .

The Republican National Committee said Biden appointed Harris "to be his border czar to deal with illegal immigration...Harris was put in charge of stopping illegal immigration."

Biden tasked Harris with addressing the root causes that drive migration to the United States. He did not task her with controlling who and how many people enter the southern U.S. border. That's the Homeland Security secretary’s responsibility.

Experts say that seeing the results of addressing root causes driving people out of Guatemala, El Salvador and Honduras  — violence, economic insecurity and corruption — takes time.

The statement contains an element of truth, but it ignores critical facts that would give a different impression. We rate it Mostly False.

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Truth Social, post , July 22, 2024

The Hill, House Republicans tee up vote condemning Harris as ‘border czar’ , July 23, 2024

C-SPAN, Sen. J.D. Vance campaign rally in Radford, Virginia , July 22, 2024

GOP, post on X , July 21, 2024

PolitiFact, Francis Suarez’s misleading claim about millions of migrants getting free cellphones, plane tickets , July 28, 2024

PolitiFact, There aren’t 20 million to 30 million immigrants in the U.S. illegally, as Sen. Marco Rubio claimed , June 11, 2024

The White House, Remarks by President Biden and Vice President Harris in a meeting on immigration , March 24, 2021

PolitiFact, Central America and the root causes of migration to the US , June 7, 2021

The New York Times, Joe Biden: A Plan for Central America , Jan. 29, 2015

The White House, Remarks by Vice President Harris at virtual roundtable of experts on the Northern Triangle , April 14, 2021

The White House, Remarks by Vice President Harris, Secretary of Homeland Security Mayorkas, Chairman Durbin, and Representative Escobar in press gaggle , June 25, 2021

Fox News, Obama-era DHS secretary: 'There's a real problem' when you have 'bipartisan outrage' , July 23, 2024

The White House, FACT SHEET: Strategy to address the root causes of migration in Central America , July 29, 2021

The White House, FACT SHEET: Vice President Harris announces public-private partnership has generated more than $5.2 billion in private sector commitments for Northern Central America , March 25, 2024

Migration Policy Institute, Shifting patterns and policies reshape migration to U.S.-Mexico border in major ways in 2023 , October 2023

United Nations High Commissioner for Refugees, Venezuela crisis explained , April 17, 2024

PolitiFact, Donald Trump fact-check: 2024 RNC speech in Milwaukee full of falsehoods about immigrants, economy , July 19, 2024

CBS News, The facts about Kamala Harris' role on immigration in the Biden administration , July 23, 2024

Email interview, Michelle Mittelstadt, communications director for the Migration Policy Institute, July 22, 2024

Email interview, Adam Isacson, defense oversight director at Washington Office on Latin America, July 22, 2024

Email interview, Henry Ziemer, research associate for the Center for Strategic and International Studies, July 22, 2024

Email interview, Cecilia Menjivar, sociology professor at the University of California, Los Angeles, July 22, 2024

Statement, Karoline Leavitt,  Trump campaign national press secretary, July 23, 2024

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'Border czar'? Kamala Harris assigned to tackle immigration's causes, not border security

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