executive summary of a business plan ppt

How to Write an Effective Executive Summary (free powerpoint slide)

An executive summary (also called a business proposal executive summary or executive overview) is a concise documentation of your business plan or business challenge. It should be able to stand alone, conveying the most important aspects of your business proposal in an easily digestible format.

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An executive summary (a business proposal or executive overview) concisely documents your business plan or business challenge. It should be able to stand alone, conveying the most important aspects of your business proposal in an easily digestible format.

Today, more than ever, executives are flooded with information. At any given moment, a busy executive can have on their desk an endless stream of memos, emails, reports, and documents requesting their attention. To stand out from the crowd and get noticed by the busy executive, you need to craft the executive summary of your paper so that it is concise and compelling.

A practical executive summary will inform and motivate the reader to dive deeper into the rest of your document.

Read on for more details about an executive summary and how to write one effectively.

What is an Executive Summary?

An executive summary is a concise overview of your business plan. This is the first section of your business proposal that executives, investors, or team members will read. The executive summary is usually the first section of a business plan, but it can also appear at the end of a report, following an introduction and other related material.

It is a short synopsis that highlights the report's main points and is meant to inform readers about the report’s findings and conclusions.

Why write an Executive Summary?

The benefits of an executive summary are two-fold:

Firstly, it allows readers to quickly assess whether the rest of the business plan is relevant to them – they can quickly evaluate the key points, decide what they want to read, and move on. This is useful if several executives or investors have requested your business plan.

Secondly, it allows you to craft a narrative tailored to your audience and speaks to their interests. So, even if your readers decide to read the entire business plan or proposal, they will understand it better because they have been given an overview beforehand.

A step-by-step guide to writing a compelling Executive Summary

The first thing to do is to ask yourself: Who is reading this? What are their interests? What do they want to know about my business? This will help you decide on your Executive Summary's content and tone.

Next, could you decide on the format? Most businesses write their Executive Summary in a slide or PowerPoint format. Executives or investors are accustomed to the design.

Could you decide on a headline that summarises your business? This can be a number, percentage, or statistic highlighting your key difference point. Choose the main points you want to cover in the summary and structure your Executive Summary accordingly.

An executive summary's purpose is to ensure you understand the main ideas of your writing clearly and concisely. It should be written so that a reader with only time to skim it can understand the critical points of your writing. Make sure to proofread your Executive Summary and align it with the rest of your analysis or argumentation before submitting it to an executive, board, or investors.

Some people use an executive summary as their first draft and then revise it for clarity based on feedback from readers.

What is the format of an executive summary?

Executive summary (sometimes called “summary”) is a one- to two-page overview of the main points in a written document. The purpose of the executive summary is to give readers a glance at the key issues and topics covered by the document.

The executive summary should be written first, followed by the rest of the body text elaborating on those points. In addition to summarizing a document, an executive summary can serve as a teaser for potential readers interested in reading more about the subject matter. When writing an executive summary, readers must remember that they want maximum clarity and brevity.

Avoid excessive detail and jargon — stick to high-level concepts and core ideas critical to understanding your document's content.

We recommend preparing the executive summary in PowerPoint or Google Slides format. Executives or investors are accustomed to the format.

What Information is included in an Executive Summary?

The executive summary is the first thing an executive or investor will read while looking at your business plan or proposal. A practical executive summary should include a compelling problem/challenge and recommendation.

So, what should I include in your executive summary to make it successful?

Problem (or Challenge)

The problem section of an executive summary should be concise but persuasive. This section should explain the problem to the reader without making them feel as if they are being sold something. Please keep it in a neutral tone.

Recommendation

The recommendation section should provide the solution to the problem, telling them why they need to invest in this idea. It must show how this solution is feasible.

A good executive summary has several vital features to support the argumentation:

• Market analysis
• Competitor analysis
• Customer segments (or Sales strategy)
• Marketing strategy
• Business structure (or Organisation)
• Key financials

Of course, more than one size fits solution is needed. You can adapt our template for your purposes. Our template is fully editable.

How long is an executive summary?

Try to create an executive summary that is between 5-10% of the length of the finished document (for a report or presentation that is 20 slides or less, create a one-page executive summary).

The executive summary is often the first thing an executive or investor reads when they receive your business plan or proposal. With this in mind, making it as engaging and compelling as possible is essential.

When you write your summary, it is also essential to consider who is reading it and what they want to know. By keeping these things in mind, you can write a compelling executive summary to catch an executive's or potential investors' attention.

Executive Summary Template

In powerpoint and google slides format (for subscribers).

Download the templates for free. 100% editable. Subscribe for free. It's perfect for any business professional or student.

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Crafting the Perfect Executive Summary in PowerPoint

• December 27, 2022
• 96 Comments

An executive summary is a short presentation of the most important points in your business plan. It serves to provide an overview of the company, its products, and its goals. It’s one of the first things potential investors will want to see when you are pitching your company.

However, no two companies are exactly alike, which means there isn’t a single template for an executive summary. Instead, it’s up to you to tailor the presentation according to the type of funding you are seeking. If you are raising capital from private investors or venture capitalists, be sure that your executive summary has enough information about your key risks and competitive advantages.

For government grants or loans, focus on how your business plan will benefit society and create jobs. And for crowdfunding campaigns, highlight the social media following and number of backers that you already have in order to attract potential donors.

An executive summary is a brief overview of your company’s business. It usually includes the company’s vision, some financials such as revenue and earnings, and its goals for the future. This document is often shared with potential investors or other key stakeholders to give them a concise, easy-to-read overview of what you’re all about. A well-written executive summary, crafted with precision and care, serves as a crucial asset for any company. This succinct document can significantly enhance your prospects during fundraising and M&A endeavors. Utilizing a proficient summary generator can streamline the process and improve the overall quality of your executive summary.

The goal of this task is not only to explain what you would like to present, but also summarize the key points of your presentation . Here are some tips on how to create one that will make a lasting impression on anyone who reads it.

What is an executive summary?

An executive summary is one of the most important documents in your company. It’s a one-page document that summarizes your company. This document is often shared with potential investors or other key stakeholders in your company to give them a concise overview of the company’s business.

Why is an Executive Summary important?

An executive summary is an important document because it is one of the first things people will read about your company. If you want to make an impression on a potential investor , it’s important that your executive summary stands out and gets their attention.

A good executive summary should be concise and easy to read, with the goal of summarizing the key points of your presentation. A poorly written or confusing executive summary can cause your business to not get as much interest as you would like.

In this article we’ll provide 3 best practices for creating an effective summary in PowerPoint : 1) create a brief summary of your presentation including the key points; 2) identify and summarize each section of your presentation; 3) highlight the main takeaway and how it solves the problem. Not sure where to start? We’ve got some tips that will help you out!

Who reads the Executive Summary?

The Executive Summary is usually distributed to potential investors or other key stakeholders. The goal is to engage them and keep them interested in your business!

Begin by introducing the company, including its background information and current financials. Include an overview of the company’s strategy for the future. This should include what the company hopes to accomplish in the next 1-2 years. Finally, provide an outlook of what might happen if they implement their plan.

Don’t forget to include any other salient information about your company that might be important to your readers (for example, if you are a small privately-held company).

How to Create a Successful Executive Summary

Business-focused presentations often include an executive summary, and it’s important to know how to create one. This document is a quick overview of your company’s business and should be concise and easy to read.

How to highlight the main takeaway and how it solves the problem

Your presentation is not always going to have a single takeaway. It’s important to identify the main story of your presentation and how it solves the problem.

A great example of this is what we see in movies, when there’s the big reveal at the end of the film. This is often done by showing what was really happening throughout the movie, but it could also show how one event led to another event.

The purpose of this is to keep your audience engaged for longer periods of time. You want them to stay focused on your message and remember what you’re saying. It should be easy for them to understand where you’re coming from, why you’re talking about it, and how they can benefit by listening to you.

How to identify and summarize each section of your presentation

When you’re summarizing each section of your presentation, it’s important to be as concise as possible. You want to briefly cover the key points of that section.

For example, if you have a PowerPoint slide about your company’s vision, it would be helpful to summarize what your business is trying to achieve in the near future. The key points are the things that are most relevant for investors or other decision makers.

Another example would be if you have a slide on how your company is performing financially. If this slide includes revenue and earnings , then it would be helpful to include some projections for the following year. This can help potential investors make an informed decision about investing in your company.

General tips for making a successful executive summary

-Keep it brief. Your summary should be concise and to the point. Provide the key points of your presentation without too much detail. The goal is not to provide an in-depth description, but to clarify what you would like to present.

-Be clear about your intentions. This is a summary of your presentation, so it should include which audience you want to present to and why this topic is important to that audience.

-Provide an overview of each section of the presentation. It’s often helpful for readers to see all the information in one place rather than reading through slides one by one.

-End with a takeaway message or how it solves the problem at hand. Think about what your audience will remember most from your summary and make sure that’s included in the final paragraph!

Tips for different industries

Tips for a tech company.

Tech companies are in a fiercely competitive market. Considering that, it’s important for them to use all the tools at their disposal to get ahead of the competition. Some of the tools include executive summaries—a brief overview of your company’s business.

Tips for a law firm

If you work in a law firm, these 3 tips will help you create a good summary for your executive summary.

In the business world, the term “partner” is often associated with someone who has been working with a company for many years and is an integral part of the organization. A partner often has a stake in the company, takes on leadership roles, and is responsible for helping to set the long-term goals. Becoming a partner is usually a clear sign that an employee is trusted and valued by their company.

Tips for the fashion industry

Are you in the fashion industry? If so, your biggest competitor is up-to-date trends. The fashion world moves fast. But to stay on top of the game, it’s important to be aware of what’s happening in the industry and know what consumers want.

-Stay on top of current trends by reading trade magazines or having a subscription to a website that provides overviews on what’s new in the industry.

-Keep a running list of all the brands you’re interested in and note any items from those brands that you want, as well as why they’re on your list. This is a good way to help remember trends or styles that interest you.

-Gain inspiration from other industries as well! Fashion often takes cues from other industries such as architecture, art, and engineering.

An executive summary is an important document that can help you get your message across to your audience. Hope the above information was useful to understand what an executive summary is, what it’s used for, how to create one, and what you should be aware of when writing one.

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create effective executive summary slides

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Business communications often require a brief, at-a-glance overview. This is commonly referred to as an executive summary (although many audiences beyond executives will benefit from one). Despite their ubiquitous presence in business settings, summary documents that are clear and concise can be challenging to design. In this article, I’ll aim to ease some of that pain by exploring executive summary slides through an example , sharing best practices , and offering alternative layouts so that the next time you need to build a one-page, data-driven recap, you are set up for success!

What is an executive summary slide?

An executive summary slide is a one- or two-page overview of a much longer presentation added to the start of a deck. The goal is to provide a reader with the main messages, so they don’t have to read the entire communication. Executive summary slides often retain the horizontal orientation of the rest of the slide deck. Since they are meant to be read, rather than presented, they generally include more text than a traditional slide. (Important reminder: the slides you present to audiences live should not contain a lot of text !)

Any time you are planning to circulate your presentation, consider creating a summary view. Or better yet, only send a recap page .

Let’s look at an example.

An executive summary example & makeover

Here’s a genericized executive summary slide based on material provided by a recent client. This recap was created to give the VP of Sales a comprehensive overview of last quarter’s sales performance across all three company brands (A, B, and C). The full presentation deck contained about 30 slides, with detailed sections for each brand. The distinct brand colors were used throughout the deck to make the presentation and summary cohesive and easy to navigate.

As in any makeover, it’s helpful to start by assessing both what’s working and what could be improved. Starting with the positives, I appreciate the use of color. Typically I’d argue against this much color in a single view; however, the three colors have sufficient contrast and make it easy to navigate through the larger presentation by searching for a distinct brand color. Also, it may not be immediately apparent, but the stacked bar chart is a solid choice and works well to explain sales performance over time by each contributing brand. 

That said, there are some opportunities to transform this executive summary into a cohesive, comprehensive, and concise data-driven overview. Let’s step through each of the changes I’d make, along with the reasoning behind them.

Craft an engaging slide title 

The title of any document is often the first place an audience will look. Use this precious real estate wisely! When constructing a summary—or any slide for that matter—make sure the title states the main takeaway and sets the tone for the rest of the page. You can learn more about crafting strong slide titles in the linked article.

In the original example, it’s clear that sales increased year over year (YOY) based on the title, but was the increase enough? Should the focus be on the quarterly performance? Let’s modify the slide title to refocus our message, and use more concise language so it fits on a single line.

Use basic story structure

A summary should be a complete overview of the entire communication, with an obvious beginning, middle, and end. Many summaries tend to only focus on the insights or data without a clear introduction or conclusion, and this example is no exception. 

Given that this is a quarterly update, let’s ease into the Q3’21 analysis by first sharing the big picture (the beginning of the story). How are sales doing overall on an annual basis? I could also include some essential background information, like the fact that only three brands contribute to sales—two of which launched recently—before jumping into quarterly performance. Only after level setting the audience, then I can dive deeper into how each brand performed compared to its quarterly sales goal (the middle). And finally, the conclusion should be a strong takeway: Brand C markedly exceeded its quarterly sales goal, so let’s replicate the same sales strategy for some of the other lines of business (the ending). 

Notice the distinct sections of the story . Having a clear narrative in mind will help further improve the design of the summary slide.

Design for scannability 

Recap slides contain large volumes of information, which can make them complex to navigate. Help your audience digest a dense document by creating easily-discernible sections. Think about grouping related text and graphs. It’s also a good idea to include text headers for each section so that someone scanning for just a few seconds will still understand the main points. 

We can use the three sections we defined in our story—annual performance (beginning), quarterly performance (middle), next steps (ending)—to segment the slide. I’ve crafted pithy headlines and created two main columns which group the data and supporting text. For now, I’ve left placeholders for some descriptive insights.

In addition to focusing on the scannability of the document, I also want to ensure that the visuals are easy to skim. I can improve the stacked bars on the left by emphasizing the first and last bars so that a busy executive can quickly find evidence of the YOY increase. Tables don’t generally make for quick reads, so I’ll opt to visualize the data table on the right-hand side for faster processing. The results look like the following.

Write in complete sentences 

Try to avoid using bullets in a summary view unless you are listing elements. With bulleted text, your audience has to spend mental energy connecting the distinct points. In an executive summary, the goal is to inform and persuade an audience, and a few well-constructed sentences will accomplish this better than disjointed thoughts. 

Taking the original bulleted points and elaborating further on the story, I’ll create mini-paragraphs above each graph.

The summary slide is starting to take shape! As a final check, I’ll want to ensure that all of the text and visuals work to reinforce each other. If there is any unrelated information, that’s an indication that I need to expand my narrative or exclude these details from the overview. This is a concept is known as vertical logic .

I also want to ensure that it’s easy to navigate between reading and scanning the visuals. The clear sections certainly help with this, but let’s take things a step further by using similar colors in the written text.

My final revised executive summary could look like the following.

Comparing the before and after, notice how much easier it is to interact and skim the view on the right, despite the fact that the revised version is denser! Moreover, the key takeaways are now unmistakable, giving an audience a much fuller understanding of the latest sales performance.

While these changes did take a considerable amount of effort, especially when energy was already spent on the presentation slides, I’d argue it’s worth it. An executive summary is often created for a high-stakes communication to senior staff—hence the name. Moreover, this summary may be the only thing your audience ever looks at !

So far, we’ve explored best practices when it comes to a summary slide via an example. In the next section, I’ll share some alternative samples and layouts that cover a wider variety of content.

Executive summary slide templates & layouts

Since many audiences crave something to reference either before or after a meeting, I make it a habit to build summary slides for every presentation. Over time, I’ve found that two distinct layouts meet most of my needs.

Side-by-side layout

The most common design is similar to the makeover I shared above, where there are two side-by-side graphs or sections.

This template works well anytime you want to communicate a big picture understanding (section on the left) and then get into more granular details (area on the right). Or, if there are two graphs you want to share, it’s nice to split the slide in half so there is balance in the design. Here are a few additional examples.

Single visual layout

The second layout contains a single graph with more descriptive text. This works well when you need to set a deeper amount of contextual information as there is extra white space to use.

Here are a few samples of how this layout could look with data and supporting text.

These certainly aren’t the only possible layouts, but two that I rely on most frequently despite the presentation. You’ll encounter scenarios where you don’t have a visual or maybe you have more than one or two charts. It’s still important to craft a strong title, leverage story structure, write in complete thoughts, and focus on scannability.

Below are a few executive summary slides that required multiple visuals.

Final thoughts

Creating a single-page summary is not an easy feat, but it can help your audience gain a deeper understanding of your presentation when done well. 

If you have other approaches and thoughts on executive summary slides, please share them in the related community conversation .

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10 Free Executive Summary Templates in Word, Slides, & ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 14, 2024

Executive summaries are a key part of any business plan and there’s a lot riding on their success!

Despite being a small piece of a larger proposal, executive summaries serve a big purpose in project management and will be read by every stakeholder, higher-up, or investor you hope to impress. So they must be handled with care.

Your executive summary should be short and sweet, but it also needs to pack a punch. Different than an abstract, the executive summary provides a condensed variation of what your project proposal explains in length. Think of it as the highlight reel or SparkNotes version of your more-detailed project documents .

The thing is, executive summaries are all about strategy. They may be brief, but they’re intentional! And there’s a secret to nailing the perfect summary for your proposal every time—templates. 🙂

Executive summary templates are the only surefire way to guarantee you’re hitting the most impactful points, every time. Plus, they help you save time writing them and make the overall process significantly less stressful and more formulaic.

Follow along to learn more about executive summary templates and the must-have features to look for before you download. Even access 10 of the best free executive summary templates for any type of proposal! Whether you use ClickUp, Word, PowerPoint, or the like, we’ve got a template to make your summaries significantly easier. 🙌🏼

What is an Executive Summary Template?

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First things first— what is an executive summary?

An executive summary boils down the key points from a larger report or proposal into a brief and easily digestible document. This summary will give the reader a solid grasp on what’s to come and will cover the main takeaways from the larger body including the project plan , the problem it aims to solve, the project scope , cost breakdowns, OKRs , and more.

The length of your summary will vary depending on the complexity of your project, but a good rule of thumb is to think of it as a “section” rather than a full-length document of its own.

When it comes to executive summaries in project management, here are the five major points to cover in your executive summary:

• Project description : This is how you’re going to hook your reader! Stick to two or three sentences that summarize the project and its purpose.
• The problem you’re solving : Why are you making this product? Use this opportunity to dive into the reasons why people need this solution.
• Market analysis : This includes your target audience, any research you’ve done, and data that helps support why your product will succeed.
• The process : Without going too deep into the workflow, what will it take to get this project off the ground? Describe the resources, budget, people, and time needed to make your project possible.
• Future projections and next steps: What’s in it for the reader? How will this project create profit for those involved and what do the next steps look like to reach the project’s goal ?

That sounds like a lot to remember, right?

So take some of the pressure off of your summary process by investing your time more productively—in a customizable executive summary template that guarantees results! Think of your executive summary template as training wheels on a bike or bumpers at the bowling alley—except everyone uses them, even the most seasoned project managers in the game!

Like other project management templates , these pre-built documents will guide you in the right direction, no matter your budget or project type! The best templates will be easy to use, share, and complement your project management software . That way, your project proposal, summary, workflow, and progress can all exist on the same platform. This not only helps you save time but is crucial for streamlining processes and keeping your management team on the same page.

But what else should you look for in your executive summary template?

We’ve covered the five big sections of every successful executive summary, but what features should you look for in the actual template?

Highly visual : When people think of summaries, it’s easy to think of a blank page. Instead, you should think of your summary as a presentation aid. The more visual, engaging, and interesting your summary looks, the easier it will be for stakeholders to grasp it. Next time you go to open a new document, try looking at digital whiteboard software to take your summary further.

Collaboration tools : Live editing, comments, @mentions, and screen sharing are huge assets for your template. The summary will only get stronger with more eyes on the draft, and collaboration features will help the team work together and present alongside each other without overlap!

Sharing and permissions : Make sure your executive summary is accessible! Not everyone will use the same project management software as your team, but custom sharing and permission options will give you the power to choose who can edit, view, and distribute your work.

Integrations : More integrations will give you the ability to add more context to your summary and make it more valuable in the long run. Embedding, especially! Adding in important data, media, charts, and links will make your summary mean so much more than a simple document.

10 Free Executive Summary Templates You Have to Try

Executive summaries are deceptively short tasks!

While they may be brief in length, a lot of work, strategy, and thought goes into ensuring their success. And since the summary will be viewed by everyone involved and sometimes be the first thing they see, it’s crucial that it’s done correctly every time.

So before you spend another second sweating in front of your multi-page proposal, turn to one of these 10 free executive summary examples to kickstart your strategic messaging.

Here’s the ClickUp Executive Summary Doc Template to help you write a compelling teaser for your project proposal. You’ll know exactly what to add with the help of a guiding question at the top of each section. Once you’re finished, delete the questions for a cleaner document! 🤩

You can explain the value proposition of your proposal to your audience (like potential investors) with this template’s interactive features. Provide details about your business plan or project proposal, including the company’s mission statement, goals, project objectives , products, and target market.

The document breaks down key topics into sections, so you won’t have to spend extra time formatting! Template highlights include: 

• Project Overview : A brief description of your proposed project
• Focused Issue : The customer feedback or problem the project aims to solve
• Project Highlights : Market analysis results and project strengths
• Finance : Financial projections and requirements

Pro tip : Customize your executive summary template with your branding and basic information. Then, save and apply it to future executive summaries so you’ll always have access to pre-filled documents at a moment’s notice!

ClickUp’s Whiteboard Executive Summary Template  is a perfect tool for project managers who want their executive summary to be an interactive experience that keeps the reader’s attention throughout your pitch. 

With a digital whiteboard, you can communicate your ideas visually and make a lasting impression on your audience. You’ll also need a set of productivity tools to organize your thoughts, create charts, annotate images, and assign actionable tasks. 🎯

Enter: ClickUp Whiteboards !

Using ClickUp’s Whiteboard as an executive summary tool, your content can double as a working canvas and an engaging presentation from start to finish. 

ClickUp Whiteboards offer embedding, rich text editing, resource linking, and more to make designing executive summaries easier. In its basic form, Whiteboards are made of these powerful elements:

• ClickUp Cards (tasks) you can add to the Whiteboard as you work through your ideas
• Objects (shapes, sticky notes, images)
• Connectors (arrows, lines)

Not sure what steps to take first on your Whiteboard? We got you covered with a Getting Started guide in the template!

Like executive summaries, executive  memos  are short-form documents containing the latest project information for key stakeholders. The purpose of an executive memo is to communicate important information to the intended audience, such as the status of a project, policies, or cross-functional procedures and processes in the company.

Depending on how often your audience expects an executive memo to arrive in their inbox, you should start building a central wiki where all of your memos will be stored for record-keeping purposes.

The reality is that schedules, deliverables, stakeholders, and collaborators for any given project are likely to change at some point. In some cases, we get so bogged down in work that we neglect to update documentation for days or weeks. 🗓

ClickUp Docs seamlessly integrate into your tasks and projects. You are only a few clicks away from retrieving any documentation to reference or update within the platform.

Try it for free today! Connect the ClickUp Executive Memo Template to workflows by creating nested subpages for each memo in the template and linking the subpages to the memos. Your stakeholders will appreciate the digital trail!

The length of time it takes to complete a program may vary from months to even years. Unlike projects, they’re about the benefits, transformation, and change of the organization. For this proposal type, we can’t use a basic executive summary template! 

ClickUp’s Program Summary Template offers you a one-stop shop for creating a high-level overview of the programs you run in the organization. ⚡️

Your program summary document should include the following sections to make it as effective as possible: 

• Program name and purpose : Clearly state the name and provide a brief description of its purpose and objectives
• Target audience or beneficiaries : Identify the target audience or beneficiaries of the program or initiative (and any relevant demographic information)
• Key activities and project milestones : Provide an overview of the timeline, including the start and end dates, and major phases
• Measurable outcomes and impact : Identify the measurable outcomes or impact the program is expected to achieve and how it will be evaluated
• Funding and partners : Give information on the funding source and any partners or collaborators involved in the program or initiative

Check out our detailed program management guide for tips, examples, and features for a successful program!

An employee payroll summary report is usually prepared for HR or Finance personnel responsible for processing payrolls. In this report, payroll expenses are summarized for the period of time specified, for example, a month or quarter in the past. 

During a payroll review, management will ensure compliance with labor laws and consider the payroll expenses against the budget. There are several uses for the payroll report, including identifying any discrepancies or errors that might occur in the payroll process and tracking the progress of payroll-related projects or initiatives. 📊

You can collaborate with your cross-functional partners with ClickUp’s Payroll Summary Report Template and save the extra time of sending back-and-forth emails! Simply highlight any text to add a comment, or @mention members to call out action items.

Throughout the template, you’ll find organized tables similar to those on a spreadsheet within a ClickUp Doc. Once you have finished editing the template, you will be able to update the Doc’s settings to protect the content and share it with your team.

An executive board report is a document that gives an overview of an organization’s progress, performance, strategies, and health. Typically, it contains information about the company’s finances, operations, and goals. The company’s staff and operations are also included if any major changes have been or are about to occur. 🔮

In this ClickUp Executive Board Report Template , you’ll find guiding prompts along with powerful visuals that will help you create a professional report:

• Key Areas of Focus : Project goals that were set at the beginning of the year and a breakdown of month-over-month updates
• Critical Success Factors : Key Performance Indicators (KPIs) relevant and critical to the board
• Financials : Update on the company’s financial health and a breakdown of month-over-month numbers
• Challenges and Action Plans : Tasks in progress to resolve challenges

Download project charter templates to establish your project’s scope!

Here’s the ClickUp Executive Project Status Report Template if your executives like to visualize project performance!

By using visualization, complex data and information can be made easier to comprehend and accessible. This is relevant for senior management who may not be actively involved in the day-to-day operations of the project.🛠

The template includes different task views (List, Kanban board, Timeline, and Table) to compare project performance against goals or benchmarks. The results? Better-informed decisions and hours saved from building short-lived reports!

Pro tip : Add a Gantt view to your template and view multiple projects in one place!

The simple outline in this Word document will help you write an executive summary. It includes sections on business objectives, target audiences, competition, risks, and opportunities, which will guide you in the process of creating your document. 

Visuals like charts, diagrams, and graphics engage your audience better than any other type of content, so don’t forget to include them in your document. 🎨

We know building visuals in Word is a time-consuming task, so here are a few guides to help you get the most out of your visual content! 

• How to Make a Flowchart in Microsoft Word
• How to Make a Timeline in Microsoft Word
• How to Create a Gantt Chart in Microsoft Word
• How to Make a Mind Map in Word

A list of presentation templates wouldn’t be complete without the PowerPoint Executive Summary Template! It’s a three-list design used for presenting business objectives on a one-page slide. 

Executive summaries simplify your project proposal content, but you still want to give as much information to your audience, so they get the big picture. 

This template would be perfect to use for investors or stakeholders requesting key information in a single snapshot. 📸

Pro tip : A visual alternative would be #2 on this list—the ClickUp Whiteboard Executive Summary Template. As a presenter with a Whiteboard, you have the freedom to transform your presentation from static to interactive with shapes and images!

Google Slides is a powerful presentation tool offering a wide range of features and capabilities. Collaborate in real-time with others, embed multimedia, and add animations and transitions! It integrates with other Google products, such as Google Drive, making it easy to access and share presentations. 🔗

The Executive Summary Google Slides Template covers a basic outline to develop an executive summary. Use the sections included or make a list of the important points you want to cover during a meeting . This list could be as simple as the company description, products or services, market analysis, competitive advantage , and financial information.

Entrepreneurs: Start-ups and small businesses can utilize an executive summary to attract potential investors, partners, and customers. The executive summary allows them to comprehensively present their business model, strategies, goals, and overall plan without going into the minute details, thus saving time while still attracting interest.

• Start-up Executive Summary
• Small Business Executive Summary
• Entrepreneurs Executive Summary

Investors: An executive summary is a valuable tool for investors to get an understanding of a business or potential investment opportunity with minimal time expenditure. It highlights the key elements of a business proposal or plan, helping them to make efficient, informed decisions.

• Angel Investor Executive Summary
• Investors Executive Summary
• Real Estate Investors Executive Summary Template

Your executive summary should complement your larger business proposal or report—similar to the way your executive summary template should complement your project management software!

Creating your executive summary with a template designed to boost your productivity will take your effort, team, and project further in the long run. Plus, it will save you important time in the planning process.

Using ClickUp Docs , its Kanban-like Board view , and Whiteboards are just a few of the many ways you can bring your executive summary to life—and templates make the experience even smoother! But the best part? You can take your next steps directly from the summary itself, making your entire document more valuable throughout the entire project process.

ClickUp is the only productivity platform powerful enough to bring all of your work together across apps into one centralized hub. With over 15 highly visual ways to build your workflow, a rich set of features , over 1,000 integrations , and hundreds of customizable templates for every use case, ClickUp creates solutions for teams of any size and every pricing plan .

Access ClickUp Docs, Whiteboards, Board view, unlimited tasks, and so much more when you sign up for ClickUp today.

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Executive Summary for Business

Executive summary for business presentation, premium google slides theme, powerpoint template, and canva presentation template.

In business, we're sure you've had to explain lots of things about your company, but time was limited. OK, we've got you covered with this new template, which has been designed to sum up the most important data and present it in a simpler way. How? With white backgrounds, some photos and some orange rectangular strips (where you can add text such as the title of the presentation or the section). There are some circular gradients on the corners too, just as a little decorative touch!

Features of this template

• 100% editable and easy to modify
• 38 different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
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Download Free Executive Summary Templates

By Kate Eby | April 2, 2018 (updated April 18, 2024)

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This article includes a comprehensive collection of free executive summary templates, all of which are easy to download, share, edit, and print. 

Included on this page, you’ll find a simple executive summary template , a business executive summary template , a executive summary slide template , an project executive summary template , and a research report executive summary template , among others. Plus, check out our list of helpful tips for completing these executive summary templates .

Simple Executive Summary Template

Download Simple Executive Summary Template Microsoft Word | Microsoft PowerPoint | Google Docs  

Make a positive impact with this dynamic, simple executive summary template — before you submit your report or business proposal. In the Overview section, give a brief rundown of what your proposal will entail. In the Problem Summary section, define your target market and the problem(s) they face; in The Solution section, explain to your readers how your project or product will solve your target audience’s problem. 

For helpful examples of executive summaries, see this collection of executive summary examples . 

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Business Executive Summary Template

Download Business Executive Summary Template Microsoft Word | Microsoft PowerPoint | Adobe PDF  

Fill out this business executive summary template to ensure that your business report is influential, and that your project or product proposal receives approval. Write a high-level overview of what your project or product will entail (an elevator pitch ). Briefly describe the problem that your project or product will solve and your target market, and include brief analytical data to support your claims and your proposed next steps. 

Learn more about how to write an effective executive summary .

Executive Summary Slide Template

Download Executive Summary Slide Template Microsoft PowerPoint | Google Slides  

 Use this free template to outline your next big presentation or keep it updated as a live meeting record that documents your evolving internal business plans or funding needs. The customizable PowerPoint slides feature an executive summary template and an outline that you can turn into the separate sections of your presentation. The customizable slides are formatted to outline the important elements of a formal business plan summary.

One-Page Executive Summary Template

Download One-Page Executive Summary Template Microsoft Excel  |  Microsoft Word  | Adobe PDF

This template is designed to fit your executive  project status update on one page. Take advantage of the short sections and bullet points to keep it concise and hook the reader with the most attention-grabbing information. Organize and emphasize the most important information by customizing the subheadings based on your document’s purpose.

Find more free Microsoft Word executive summary templates for any project here .

Executive Summary Checklist Template

Download Executive Summary Checklist Template – Microsoft Word  

In your project report or proposal, the executive summary is the first thing that your audience reads, so it’s important to make a positive impression in the limited space that you have. Use this executive summary checklist template to make sure that your executive summary is as clear and dynamic as possible and to increase the likelihood that your project receives approval. By doing so, you can ensure that all sponsors, team members, and other stakeholders know, at a glance, the project’s goals and the results they can expect from implementation.

Executive Summary Outline Template

Download Executive Summary Outline Template – Microsoft Word  

This template is the perfect tool for organizations that want to present all project proposal details in an easy-to-read outline format. Provide a brief project overview (your elevator pitch), a broad-strokes summary of your project’s goals and purpose, and the metrics you’ll use in assessing project success after launch. The template helps ensure that you consider all aspects of your proposed project, including competitive analyses, risks, key milestones, project costs, and resource estimates.  

For tips and resources, see this comprehensive list of free executive project status templates .

Startup Executive Summary Template

Download Startup Executive Summary Template Microsoft Excel  | Microsoft Word  | Adobe PDF  | Smartsheet

Startups seeking funding online on platforms like AngelList and Gust use investor profiles to spark interest and earn social proof for their venture. This template acts as a one-page pitch that serves as your company profile on these platforms. You can repurpose this template and save it as a customized PDF summary memo to land your next meeting with investors.

Executive Summary Proposal Template

Download Proposal Executive Summary Template Microsoft Word  | Adobe PDF

Project proposals outline the required resources and project objectives, and summarize key information from the main body of content. This template highlights the specific purpose for your proposal and the compelling points the proposal introduces. Use the executive summary to kickstart your project planning.

Research Report Executive Summary Template

Download Research Report Executive Summary Template Microsoft Word  | Adobe PDF

Use this template as a synopsis of the research results for reports. This executive summary is formatted to accommodate in-depth reports that need space to use charts and tables to illustrate research data. The template is designed to summarize technical information in a concise manner, and features clear subheadings that communicate key findings to readers of various expertise and interest.

Project Executive Summary Template

Download Project Executive Summary Template Microsoft Excel  | Microsoft Word  | Adobe PDF

Keep all of the project stakeholders in the loop with this project management summary template. You’ll find space to highlight project milestones, monitor new requests, and provide brief status overviews. 

For more specialized use cases, check out our roundup of free executive project status templates .

Business Plan Executive Summary Template

Download Business Plan Executive Summary Template Microsoft Word | Microsoft PowerPoint | Google Slides

This executive summary template is designed to get your business plan noticed and reviewed. This document helps you present key information to an external audience and ensure you include more attention to detail than a standard business plan document. Use bullet points and clear, formal language to guide the reader to the most important information about your company.

One-Page Business Plan Executive Summary Template

Download Business Plan Executive Summary Template – Microsoft Word

Perfect for small businesses and large organizations alike, this business plan executive summary template provides the perfect framework for companies to outline their mission, vision, company structure, and relevant history, all on a single page in Microsoft Word. Use the template’s Products and Services section to describe your offerings, the unique value of your proposal, and your competitive advantage. Under the Market Analysis section, state the market opportunity that your proposal addresses, the target market, and why your proposed solution is superior to that of your competitors.

Marketing Plan Executive Summary Template

Download Marketing Plan Executive Summary Template – Microsoft Word  

Marketing professionals, advertisers, and brand managers can all use this template to communicate a marketing plan to stakeholders and make it clear what the target audience is, what the strategy and objectives are, and how the product will have a competitive advantage in the marketplace. Use this template as an outline to ensure that you account for all aspects of your proposed marketing plan, including the target audience’s spending habits, relationship to your product, and how your marketing campaign will result in increased foot traffic and sales.

Construction Project Executive Summary Template

Download Construction Project Executive Summary Template Microsoft Excel  | Microsoft Word  | Adobe PDF

This template summarizes the construction project plan and highlights the important schedule milestones, budget data, bid estimates, and timeline details. Use this executive summary to report on the essential detail from the construction plan and keep all of the various stakeholders informed on the critical project information.

Learn more about construction project management by reading “ Construction Project Management 101 .”

What Is an Executive Summary Template?

An executive summary is a brief document that precedes a longer report or proposal as an abbreviated, high-level version of it. A template prompts you to explain the target audience’s problem, and how your proposed solution will solve it. 

While executive summary templates can vary, they typically include the following sections, each of which should be no more than five sentences: 

• Overview: Briefly describe what your report or business proposal will entail, and why it’s necessary. You should be able to describe your proposed project or product in a few sentences to management, key stakeholders, and potential investors.  
• The Problem: Describe your target audience. What problem are they facing? What issue needs a solution that your proposal will address? This is a great opportunity to identify your target audience and the challenges they face, so that it’s clear how your proposed solution is positioned to fulfill that business opportunity. 
• Why should a client or end-user choose what you have to offer over competitors’ offerings? 
• How does your target audience benefit from your solution, in particular?  
• What is your proposed strategy? 
• What resources are required? 
• What is the proposed business-proposal timeline? 
• What evidence do you have to support your proposal?
• Proposed Steps: Describe what is required to implement your solution. What, in particular, would your company or client have to enact to produce the desired solution?

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Executive Summary PowerPoint Template

The Executive Summary PowerPoint Template is a colorful presentation to outline a business profile. The graphics in slides will highlight important aspects of a company in single view snapshot. These aspects may involve company’s vision, strategies, operational processes, and other key metrics. The layouts of executive summary could be used as a part of sales pitch or business overview template. The users can also present financial components of business like profit growth and revenues. This QBR presentation of executive summary will outline business plan i.e. milestones, market analysis, product features, etc.

The executive summary templates are a business strategy PowerPoint of 3 layout designs to enhance presentation. This executive summary slide could help presenters ace the project progress meeting with a dynamic template. Because it contains process diagram designs. For example, infographic process flow diagram with text placeholders to describe certain activities. Similarly, arrow bullet list template for agenda slide and mind map style layout to discuss multiple scenarios.

All slides of executive summary PowerPoint include colorful shapes and infographic clipart icons for visual representation of topics. The users can easily change the colors of shapes and icons or resize them. The presenter can also replace clipart icons with shapes or images related to presentation topics.

The Executive Summary PowerPoint Template help visualizes important details such as progress, skills, and management strategy. The use of appealing slides to communicate such information will get more engagement from audience. Alternatively, check out the executive summary example slides.

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Executive Summary PowerPoint Templates

A single executive summary ppt template effectively captures all your crucial information, such as progress, skills, business plan, and project management strategy. Therefore, choosing the right executive summary PowerPoint template that meets your professional needs is essential. 

SlideUpLift has executive summary PPT templates ranging from HR professionals, Finance Managers to Marketing Managers to help them create engaging business presentations. Our executive summary templates are compatible with both MS PowerPoint and Google Slides.

•   Executive Summary PowerPoint Template 40 - 4x3  –  $6.99
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Executive Summary PowerPoint Template 40

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Executive Summary PowerPoint Template 25

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What is an executive summary powerpoint template.

An executive summary PowerPoint template intends to show the important points and highlights of a larger report, presentation, or business strategy clearly. The executive summary PowerPoint template often comprises a title slide, an agenda or outline slide, and a sequence of slides that summarise the most essential information in the document, such as the problem or opportunity being addressed, the suggested solution, the projected outcomes, and benefits, the budget and timetable.

How To Make Your Executive Summary Slide Engaging?

An executive summary is a tool that can make or break your first impression of your audience. To win your audience or to convince them, make sure your executive summary PPT template:

• Has relevant content and is at the  start of a presentation
• Captures and highlights the key points of the presentation
• Is designed engagingly to capture the audience’s attention

What Is The Difference Between The Agenda And Executive Summary PowerPoint Template?

The main difference between the agenda PowerPoint template   and the executive summary PowerPoint template is that the presentation’s agenda is like the rundown of all the key points that the presentation is about. In contrast, the executive summary PPT template is the presentation’s gist condensed into a few short paragraphs. It is prepared for busy executives and investors who may not have the time to read the entire presentation.

Why Should You Always Have An Executive Summary In PowerPoint Presentations?

The need for an executive summary PPT template in the corporate world is endless. The executive summary provides an overview of a presentation or research and is usually the first thing your audience sees. It captures their attention and piques their curiosity by presenting facts from large and boring content in a quick summary. A few benefits of drafting an executive summary PowerPoint template are:

• Summarize the key points of a larger data, report, or presentation to save time.
• Provide a short, concise, and optimistic sketch of your organization that captures the attention of the audience.
• Highlight the interesting milestones, strengths, and vision of a business that provokes the audience to learn more about the organization

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500+ business plans and financial models

Executive Summary of a Manufacturing Business: Template & Example

• May 6, 2024
• Business Plan , Executive Summary

A manufacturing business plan needs a straightforward executive summary . This part of your plan is the first thing investors and partners see, and it should clearly outline what your manufacturing business is all about. It’s where you explain what makes your manufacturing business different and worth investing in.

We recommend using a two-slide PowerPoint format for this summary. The first slide should cover the basics of your business and the market you’re entering. Here, you detail your manufacturing business’s products, location, and what sets you apart from others. The second slide focuses on your management team and your financial plans, highlighting the people behind the business and how you expect the manufacturing business to grow financially.

This simple, two-slide approach ensures that your executive summary is easy to follow and covers all the essential points about your manufacturing business.

Manufacturing Business Plan

Fully editable 30+ slides Powerpoint presentation business plan template.

Download an expert-built 30+ slides Powerpoint business plan template

Manufacturing Executive Summary: Page 1

Business Overview

Detailing the business overview in your executive summary is essential to provide investors with a clear understanding of your manufacturing company. Include key details such as the company name, location, and core operations. Emphasize your unique selling proposition (USP) that sets your manufacturing business apart from competitors.

Example: “Precision Manufacturing Solutions” is a dynamic manufacturing company specializing in precision-engineered components for aerospace and automotive industries. Located at 123 Industrial Drive, our facility spans 50,000 square feet, equipped with state-of-the-art machinery and technology. Our facility is strategically organized to facilitate efficient production, logistics, and administrative functions. A skilled team of 75 personnel manages day-to-day operations, ensuring streamlined workflow and optimal resource utilization across all departments. Our production lines cater to a diverse range of precision components, delivering high-quality products with a focus on efficiency and reliability.

Market Overview

Understanding the broader manufacturing industry and market dynamics is crucial for positioning your company for success. Highlight industry size , growth trends, and key market insights to contextualize your business within the manufacturing landscape. Discuss emerging trends and competitive analysis to showcase your company’s market positioning.

Example: The manufacturing industry in the US represents a significant portion of the economy, with a valuation of $2,497 billion in 2023 and contributing 10.70% to the total US GDP. With over 243,687 manufacturing businesses nationwide, the sector remains a vital driver of economic growth and innovation. Recent trends indicate a surge in robot installations in U.S. factories, driven by the growing emphasis on automation to achieve cost efficiencies and enhance productivity. Additionally, manufacturers are increasingly pivoting towards local suppliers to strengthen supply chain resilience amidst global disruptions.

Manufacturing Executive Summary: Page 2

Management Team

Highlighting the expertise and experience of your management team instills confidence in potential investors and partners. Present key qualifications and achievements of your team members, emphasizing their contributions to the company’s success.

 Example: John Smith (CEO): Provides strategic leadership and oversees manufacturing operations to ensure the highest standards of product quality and efficiency.Emily Johnson (CFO): Manages the company’s finances, including budgeting, financial planning, and risk management, driving business growth and profitability.

Financial Plan

Provide a clear financial plan outlining revenue targets, profit margins, and growth strategies to demonstrate your company’s financial viability.

 Example:

We aim to achieve $31.7 million in annual revenue with a solid 15% operating profit margin ( EBITDA ) by 2028. This goal is supported by strategic investments in technology, talent, and operational efficiency. Our leadership team is committed to driving growth and maximizing shareholder value through prudent financial management and strategic decision-making.

Privacy Overview

Entrepreneurship 2: Executive Summary & Business Plan

The document provides an overview of key components for an executive summary and business plan, including an introduction to the type of business, problem and opportunity, technology/product, management team, business strategy and route to market, operations timeline and milestones, financials and valuation, and exit strategy. It emphasizes concisely communicating the mantra, mission, and value proposition while avoiding excessive jargon when describing the technology or idea. Tips are also provided for discussing the management team, target customers and market research, market size and trends, and competitive advantages. Read less

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• 1. Lecture 2: Executive Summary & Business Plan Dr Bernard Leong CTO & Co-founder MPS 812 Course Taught in: 1
• 2. The Big Picture 2
• 3. Layout  of  Business  Plan  &  Execu4ve  Summary • Execu&ve  Summary • Introduc&on  -­‐  Type  of  Business • Problem  &  Opportunity • Technology/Service/Product • Management  Team • Business  Strategy  &  Route  to  Market • Opera&ons  (Timelines  &  Milestones) • Financials  and  Valua&on • Exit  Strategy 3 3
• 4. The  Mantra • Name  of  your  Company/Project/Idea. • Logo  and  Tagline. • Mission  Statement 4 4
• 5. Type  of  Business • What  is  the  Industry? • Product  or  Service   based? • How  Product  or   Service  delivers? • Who  are  the   customers  to  your   business?  B2B,  B2C? 5 5
• 6. Industry Sample  Introduc2on MaterialSoX  aims  to  be  the  provider  in   crea&ng  proprietary  fabrics  that  can  withstand   Materials  Engineering  Product harsh  condi&ons.  We  sell  our  fabrics  to  the   users  in  the  defence  and  coal/mining  industry. RealTime  is  a  Singapore  based  company  that   focuses  on  delivering  an  innova&ve  real  &me   IT  based  Product adver&sing  solu&on  to  brands.  Our  chief   consumers  are  brand  marketers  and  digital   marke&ng  agencies.   6 6
• 7. Problem  &  Opportunity • You  are  selling  the  solu&on   to  a  problem. • What  is  the  “blue  ocean”   you  are  exploi&ng? • Is  there  any  interest  in  your   business  lately? • Lies,  Damn  Lies  &  Sta&s&cs 7 7
• 8. Opportunity Example  Descrip2on Recently,  the  Singapore  government  has   allocated  S$13.5B  into  high  technology   research  and  development  and  placed  their   efforts  in  three  industries:  biomedical  sciences   Facts/Sta&s&cs/News (S$5.75B),  renewable  energies  and  digital   media.  The  solu&on  we  proposed  is  in  the  life   sciences  market,  where  we  can  reduce  drug   development  process  by  a  half  with  our   technology. Based  on  the  assump&on  that  Singtel  has  sold   a  100K  iPhones,  we  es&mate  each  smart    Es&mate phone  will  purchase  about  5-­‐10  applica&ons   and  spent  on  average  S$10  on  them  each   month.   8 8
• 9. Technology  or  Idea • You  must  make  your   technology  or  idea   understandable  to  your   audience. • For  an  execu4ve  summary,   never  put  too  much  jargon   into  your  descrip4on. • Make  comparisons  on  how   your  solu4on  can  increase   produc4vity  and  efficiency. 9 9
• 10. Technology Example  Descrip2on MaterialSoX  uses  an  improved  composite   ceramic  material  to  build  fibres  which  can   efficiently  hold  vehicles  on  muddy  grounds.   Materials Our  solu&on  supercedes  the  present  ones  with   half  the  cost  but  twice  the  material  strength  to   hold  vehicles  above  muddy  grounds. Our  solu&on  uses  a  proprietary  based   algorithm  developed  to  resolve  blurred  objects   Digital  Media of  movies  in  a  format  1000  &mes  beher  than   the  formats  which  are  adopted  by  the   industry.   10 10
• 11. Team • Diversified  and   Complementary  Skill  Sets. • Get  Grey  Hairs  and  put   them  in  your  advisory   board.   • Don’t  give  too  much  4tles   to  your  team.   • Be  mature  about  your   experience. 11 11
• 12. People Example  Descrip2on John  Ho  is  the  CEO  of  MaterialSoX.  Prior  to   joining  this  company,  he  was  the  Vice   President,  Sales  in  Nippon  Fabrics,  a  MNC   Experienced specializing  in  fabrics.  His  experience  with  the   market  will  help  to  generate  sales  lead  for  the   company.   Larry  Pang  is  the  founder  of  Project  AceFire.   Currently  a  second  year  undergraduate,  he  has   spent  a  year  working  in  Prof  Johnston’s   Young  Rookie mul&media  laboratory.  He  will  act  as  the  CTO   of  AceFire  and  will  seek  to  find  a  CEO  who  can   mentor  and  guide  the  team.   12 12
• 13. Route  to  Market • Who  are  your  customers  and  how   do  you  reach  them? • 80-­‐20  rule  on  market   segmenta&on? • What  are  the  marke&ng  channels   on  your  product? • What  is  the  market  size  that  your   product  size  is  likely  to  reach? 13 13
• 14. Market  Research:  Customers • Who  are  the  customers  for  the   products  or  services?  Iden4fy   common  characteris4cs  &  behavior. • Who  and  where  the  major   purchasers  for  the  products  are  in   each  market  segment? • Indicate  the  rela4ve  reach  for   customers  and  how  they  purchase   the  product  or  service,  and  what   influences  their  buying  decision. 14 14
• 15. Market  Size  &  Trends • The  size  of  the  market  based  on   market  segment,  demographic   by  sex,  region  or  country  and   poten4al  profitability. • The  poten4al  annual  growth  for   at  least  3  years  or  the  compound   annual  growth  rate  (CAGR)  of   the  business  based  on  industry. • Major  factors  affec4ng  market   growth,  for  e.g.  industry  trends,   socio-­‐economic  trends,   popula4on  changes,  government   regula4on.     15 15
• 16. Compe&&on  &  Compe&&ve  Edges • Realis4c  assessments  of  compe4tors   based  on  strengths  &  weaknesses.   Iden4fy  disrup4ve  or  alterna4ve   products/services. • Unique  Selling  Point:  how  does  your   product  differ  from  exis4ng  products   and  what’s  the  addi4onal   requirements. • Unfair  Advantage:  How  do  you  use   your  strength  to  covet  market  share   for  your  product/service? 16 16
• 17. Es4mate  Market  Share,  Sales  &  Evalua4on • Determine  the  scalability  of   the  product. • Iden4fy  possible  partnerships,   clients  and  trends  of  sales  per   unit  in  the  next  3  years.   • Evalua4on  based  on   profitability  and  plan  for   expansions  for  the  produc4on   facility  or  manpower  into   other  markets. 17 17
• 18. How  to  Es&mate  Market  Size • Start  with  simple,  reasonable   and  valid  assump&ons. • Approximate  to  the  closest   figure  (10K,  1M)? • Prac&ce  makes  perfect  by   making  es&mates  to   problems. 18 18
• 19. Prac&ce  Problems • What  is  the  average  number  of  internet  users  are   there  per  household  in  Singapore?  (Hint:  Think  about   how  many  people  per  household.) • How  many  hospitals  are  there  in  the  first  &er  ci&es  in   China?  (Hint:  define  the  first  &er  ci&es  -­‐  how  many  of   them,  then  work  out  how  many  hospitals  per  city  on   average  based  on  a  certain  radius? • How  many  seats  are  there  on  a  A380?  (Think  from   the  numbering  of  seats) 19 19
• 20. • How  many  seats  are  there  on  a  A380?  (Think   from  the  numbering  of  seats): –Start  from  seat  number  30-­‐65  in  economy   class,  take  an  average  of  10  seats  =  350  seats. –First  Class:  4  seats  per  land  and  only  4  rows  =   16  seats –Business  Class:  6  seats  per  row,  and  15  rows  =   90  seats –Economy  class  on  2nd  floor  =  11  x  8  =  88   seats   • Total  number  of  seats  =  544  seats • Actual  number:  450-­‐654  (depending  on  which   airline).   20 20
• 21. Route  to  Market • Who  are  your  customers  and  how   do  you  reach  them? • 80-­‐20  rule  on  market   segmenta&on? • What  are  the  marke&ng  channels   on  your  product? • What  is  the  market  size  that  your   product  size  is  likely  to  reach? 21 21
• 22. 4  Ps  of  Marke4ng 22 22
• 24. Business  Strategies 24 24
• 25. Business  Strategies • How  do  you  generate  revenues   and  subsequently  profits  for  your   business? • What  is  your  business  model? • How  are  the  revenue  sources   available  for  your  startup? • What  business  strategies  do  you   use  to  generate  revenues? 25 25
• 26. Business  Model • Business  Model:  the  summa4on   of  the  core  business  decisions  &   trade-­‐offs  employed  by  a   company  to  earn  a  profit. • Business  decisions  and  trade-­‐ offs  fall  in  4  groups: –Revenue  Sources –Cost  Drivers –Investment  Size –Cri4cal  Success  Factors 26 26
• 27. Revenue  Sources • How  many  different  revenue   streams  will  the  business  model   generate?   • What  is  the  source  of  each   revenue  stream  (sales,  service   fees,  adver4sing,  subscrip4on)? • What  is  the  rela4ve  size  &   importance  of  each  revenue   stream? • How  quickly  is  each  revenue   stream  likely  to  grow? 27 27
• 28. Case  Study:  Travel  Search  Engine   Consumers Travel  Agent Flights  -­‐  Air  Tickets Revenue  Stream:  Travel  Agent  charges  a  referral   fee,  an  admin  fee  from  the  consumers. 28 28
• 29. Case  Study:  Travel  Search  Engine   Consumers Travel  Search  Engine Flights  -­‐  Air  Tickets Revenue  Stream:  Online  adver&sing  which   replaces  the  consumer’s  admin  fee,  and  possible   referral  fee.   29 29
• 30. Business  Strategy Example  Descrip2on MaterialSoX  engages  directly  with  known   industry  partners  in  the  fabric  industry.  The   company  does  not  deal  directly  with  customer   base  but  sells  via  resellers  or  fabric   Partnerships/Licencing distributors.  One  alterna&ve  strategy  to   generate  revenues  is  done  via  licensing  of  the   proprietary  technology  to  other  fabric   producing  companies. Real&me  offers  the  customers  a  free  beta   version  of  the  soXware  with  limited  features   so  that  they  can  en&ce  them  to  buy  the   Freemium  Model premium  version  (with  addi&onal  features)  of   the  soXware.  The  company  is  currently  in   nego&a&ons  on  strategic  rela&ons  with   different  gaming  companies. 30 30
• 31. Risks  &  Barriers  to  Entry • Who  are  your  compe&tors? • How  do  you  prevent  your   compe&tors  trumping  you? • What  are  the  problems  you   face  against  them? • Don’t  assume  that  you  are   the  only  one  or  have   indefensible  patents. 31 31
• 32. Barriers  to  Entry/ Example  Descrip2on Compe2tors MaterialSoX  faces  the  risk  of  a  saturated  and   tradi&onal  ceramics  industry  mindset  not  to   adopt  new  technologies.  To  mi&gate  the  risk,   Tradi&onal  Industry  Mindset the  company  will  launch  marke&ng  campaigns   and  present  the  product  in  various   conferences  to  provide  industry  players  an   awareness  of  the  product. The  compression  format  of  RealTime  soXware   cannot  be  replicated  based  on  the  proprietary   algorithm  used  in  performing  the   Unique  Selling  Point compression.  We  are  in  the  process  of   paten&ng  the  product  to  act  as  a  deterrence   against  our  compe&tors. 32 32
• 33. SWOT  Analysis 33 33
• 35. Financials • How  much  do  you  need? • How  much  equity  you   want  to  give? • How  do  you  raise  that   amount  of  money? • Can  you  bootstrap  without   raising  funds? 35 35
• 36. Investment  Size • How  much  cash  is  required  to   launch  the  business  model? • How  much  working  capital  is   required  to  sustain  the   business? • What  are  the  4mings  of  these   cash  needs? • Will  the  cash  expended   produce  a  sustainable  and   profitable  business  en4ty? 36 36
• 38. Financials Example  Descrip2on MaterialSoX  seeks  US$300K  as  an  ini&al   investment  to  build  a  proof  of  concept  and  will   raise  US$2M  to  bring  the  prototype  to  market.   Fundraising The  company  generates  revenues  via  sales  in   producing  fabric  for  the  defence  and  coal/ mining  industries.   Real&me  generates  revenues  via  the  number   of  purchases  made  on  the  premium  version   and  online  adver&sing  with  the  huge  traffic   Bootstrapping generated  by  visits  from  the  site.  The  company   seeks  to  bootstrap  via  hiqng  1M  sales  target   within  two  years.   38 38
• 40. Who do you raise funds from? • Friends, Family and Fools. • Business Angels. • Super Angels* • Venture Capitalists. • Government Institutions. • Foundations and Agencies. • Private Equity Firms • Banks 40 40
• 42. Source:  Meng  Weng  Wong  and  published  on  SGEntrepreneurs.com hhp://sgentrepreneurs.com/dummys-­‐guide/2009/03/05/a-­‐map-­‐on-­‐venture-­‐capital-­‐in-­‐singapore/ 42 42
• 43. Exit  Strategy • What  happens  to  the  company  in   3  to  5  years  4me? •  Possible  Exits: – Ini4al  Public  Offerings  (IPO) – Trade  sale/Merger/Management   Buyout – Family/Company  Succession – Wind  it  Down! • Exit  Strategy  depends  on  industry   that  the  start-­‐up  is  in. 43 43
• 44. Exit  Strategy Example  Descrip2on MaterialSoX  hopes  to  exit  in  3  years  with  a   profit  margin  of  20M  via  a  trade  sale  to  a   Trade  Sale/Buyout larger  player  within  the  industry,  for  example,   Cepheus  Ceramics.   RealTime  seeks  to  IPO  in  3  years  as  an  exit   IPO strategy.   44 44
• 45. References • McKinsey & Co., “Starting Up” • Robert et al, “New Business Ventures & the Entrepreneur” • Kotler et al, “Marketing Management: An Asian Perspective” • Megginson & Byrd, “Small Business Management” • Timmons & Spinelli, “New Venture Creation” • Thompson, Strickland & Gamble, “Crafting & Executing Strategy” 45