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An
executive summary has basically nothing to
do with product presentation, and everything
to do with a persuasive sales pitch. It is
far more than an abstract which merely presents
the rest of the document—it's your
unique opportunity to convince the reader
that your solution provides the best value
proposition: the best benefit at the lowest
cost.
The more technical your proposal, the more important
the executive summary is likely to be. Unlike the
abstract, the executive summary steers clear of
technicalities to instead concentrate on substantiating
the benefits for the customer.
How to Write an Executive Summary
Executive Summary
First
By
writing your executive summary first, you ensure
that the rest of your proposal will be aligned
with the persuasive message you want to deliver.
Executive Summary
Content
Your
executive summary should contain your value proposition,
which should be grasped right away by your reader.
It
is highly recommended that you read the suggestions
below in order to properly and successfully use
the executive summary template and sample.
1.
Identify 3 main benefits—no more, no less—that
your executive summary will cover, putting
them in descending order of importance. This
is the way they will appear in your document
body, since you want to grab the reader's attention
as early as possible.
2.
For each benefit, write a simple, declarative,
and persuasive sentence by applying the State
Prove Apply (S.P.A) rule for your value proposition:
a.
State your benefit by acknowledging your
customers’ needs—this
grabs their attention.
b. Prove your statement,
by giving your customers several references (examples
of past performance, clients, case studies, white
papers, and so on).
c. Apply your benefit
to your customers, by unveiling the real value
that not only the customer but also the entire
organization can get out of your offer. Use representation
(numbers, facts, percentages, references, studies)
instead of marketing puffery or commercial fluff.
You
will build credibility, thus giving the confidence
to your customer to make the right decision.
3.
Ask your customer for action. It's not the time
or place to be shy. You're here to have your
offer selected, so use action verbs in your value
proposition to show the path of enlightenment
to your customer. For instance, recommend your
product or services, and give the information
necessary to complete the action (who, what,
when, where, how), such as how to purchase, or
whom to contact at your company.
4.
Write your executive summary for best readability
meaning the lowest grade level possible. This
way, you ensure that no barrier hampers your
reader’s
full understanding of your point.
5.
Correct, edit, and revise your executive summary—but
only when you're finished writing it.
6. Since things
sometimes get a little more complicated than
you might expect, remember to consult a lawyer
for further information before considering your
executive summary as definitive.
Abstract vs. Executive Summary: The Differences
In most people's minds, if abstract and executive
summary do not usually consist of the same written
material, the difference between the two terms
is at least the source of uncertainty and confusion.
To understand the exact differences between abstract
and executive summary, and thus to stand out from
your competitors, read the article Abstract vs
Executive Summary.
Executive Summary, Tips, Dos and Don'ts
Here
are some tips on how to write your executive
summary—and
how not to write it.
Dos
and Don'ts of Executive Summaries:
• Be
persuasive (follow the executive summary
format: state, prove, and apply).
• Don't
be demonstrative (don't focus on features).
• Write
your executive summary with active-voice sentences.
• Use
strong, enthusiastic, and proactive language.
• Convert
passive-voice sentences to active voice as
much as possible.
• Write
simple, short sentences intended for reading
by an executive.
• Keep
your executive summary short (1 page for every
20 to 50 pages).
• Write
your executive summary using an executive summary
template.
• Don't
provide unnecessary technical details. Remember,
an executive should be able to read it.
• Avoid
excessive jargon, and write the definition
first.
• Correct
spelling, punctuation, style, and grammar errors.
• Write primarily
for your customer, not for yourself (use the
name of your customer’s
organization more often than yours—and
don't start with a description of your organization).
• Write
primarily about your customer (the benefits),
not about you or your product (the features).
Your
Executive Summary Template
1.
State your 3 main benefits, thus acknowledging
your customers’ needs:
this grabs their interest.
2. Prove your statement
by giving your customer several references (examples
of past performance, clients, case studies, white
papers, and so on).
3. Apply your
benefits to your customer by unveiling the
real value that not only the customer but also
the entire organization can get out of your offer.
Use representation (numbers, facts, percentages,
references, studies), not vague marketing copy.
4. Finally, call
your reader to action, and give all the necessary
information for action (who, what, when, where,
how).
The executive summary presents your unique selling
point (USP) in order to persuade your reader to
buy into the recommended solution or services.
The proposed format ensures that your message
is oriented towards your customer. Indeed, you
are not proposing a mere solution: you are addressing
your customer's needs.
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