BUSINESS PLAN

EXECUTIVE SUMMARY TEMPLATE

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.

BUSINESS PLAN

EXECUTIVE SUMMARY TEMPLATE

Project

Title

EXECUTIVE �SUMMARY

COMPANY

NAME

00/00/0000

• Overview “Elevator Pitch”
• The Problem
• The Solution
• Highlights
• Proposed Steps
• Financial Highlights

CONTENTS

OVERVIEW / “ELEVATOR PITCH”

Briefly describe what your report or business proposal will entail and why it’s necessary.

Condense your project proposal into a few short sentences. This will help you clearly communicate your idea to management, key stakeholders, and potential investors.

By identifying your target audience and their specific problem, you can make it clear to stakeholders how your proposed solution will fulfill a business opportunity.

THE PROBLEM

Who is your target audience? What problem are they facing? What issue will your proposal address?

How does your solution solve the problem? Why should a client or end user choose your solution over those offered by your competitors? How does your target audience benefit from your solution?

Focus on what makes your proposed solution unique. What makes it a better solution for your end user’s problem than other available options?

THE SOLUTION

Provide research and market analysis to support your claims. What is your proposed strategy? What resources does your project require? What’s the proposed business plan timeline? In short, what evidence do you have to support your proposal?

This is a great opportunity to provide a visual snapshot (e.g., a bar or pie chart) to communicate the research you’ve done that supports the superiority of your proposed business solution.

HIGHLIGHTS

HIGHLIGHTS

What’s required to implement your business solution? What specific steps must your company or client take to produce the desired results?

PROPOSED STEPS

What are the ideal business results of implementing your proposed solution?

Include any broad-strokes budgetary information, such as current monthly revenue, current monthly burn rate, financials, or funding.

FINANCIAL HIGHLIGHTS

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