Executive summary template

Free 2 page executive summary template courtesy of www.theexecutiveplan.com

1. Company Snapshot
Year Founded:
Industry:
Annual Sales:
Growth Rate:
Investment Requested:
Company Name or Logo
TheGrab–Thissectionisprobablythemost
importantpartofyourentireexecutivesummary.In
twoorthreesentencestellthereaderwhyyour
businessisspecial.MaybeyouhaveMichaelJordan
asacustomerandhehaspromotedyourproducton
twitterforfree.Maybeyoujustsignedapartnership
withGoogle.Maybeyouwerejustawardedapatent,
ormaybeyoujustmadeyourfirstbigsale.Whatever
itisaskyourself“sowhat”ifitsoundsreasonableto
saysowhatthenyoudidn'tdoagoodenoughjob.
Obviouslyifyoujustsignedapartnershipagreement
withGooglenoonewouldsay“sowhat”sograbtheir
attention.
BigProblem–Thefirstingredientofagood
businessideaisaBigProblem,soexplaintheBig
Problemthatyourproductaddresses.Forinstance,
thereistoomuchtrafficinChicagoandeveryone
hatestraffic.Everyoneintheroomshouldbesaying
“yeahIhatethat”.
UniqueSolution–Thebigproblemistheeasypart.Nowyouhavetoconvincethereader
thatyouhavecomeupwithauniquesolutiontothebigproblem.Ifyouhavethesetwo
ingredientsyouhaveagoodbusinessidea.Maybeyoudevelopedanewtrafficcontrol
systemthatwillsave1minuteforeverypersoninChicagoeachdayduringtheircommute.1
minuteeachdayisvaluablewhenyouaretalkingaboutacouplemillionpeople.
MarketPotential–Elaborateonthebigproblem,byprovidingstatsforyourindustry.How
muchisspentannuallyonsimilarproductsorservicesandhowfastisitgrowing.Maybeyou
operateainhomehealthcareservicecompanyandwithalloftheBabyBoomersgetting
olderandsickereachdayyouhaveaverylargemarketpotentialwitharapidlygrowing
market.
UniqueSellingProposition–Thisiswhereyouelaborateonyouruniquesolution.What
specificallygivesyourproductorserviceanadvantageoverthecompetition?Maybeyour
homehealthcareserviceactuallysendsDoctorstothehomeinsteadofjustnurse
practitioners.Ormaybeyouguaranteesamedayvisitssothatyoudon'thavetoschedule
aheadoftime.Justpointoutwhyyouarespecial.
ManagementTeam–Dependingonwhatindustryyouareinthiscanbethemostimportant
partsofyourexecutivesummaryoroneoftheleastimportantparts.Regardlessyour
investorsorbankersareputtingtrustintheteamnottheidea.Ideasareeasytocomeby,but
executingonthoseideascanonlybeaccomplishedthroughastrongteam.Quicklyshow
whyyourteamhastheexperienceandknow-howtoexecuteyourbusinessplan.

2. BusinessModel–Inthissectionitisvitally
importantthatyoucommunicateclearlyand
conciselyhowyouaregoingtomake
money.Notonlyhowareyougoingto
createsalesrevenue,buthowwillyour
salesbeprofitable.Oftentimesthebest
waytodothisisbyusingadiagram.
Maybesomethinglikethediagramshownto
theright.Yesthatissimple,butatleastit
givesreadersanunderstandingofhowyou
thinkyouwillmakemoneyandthen
hopefullytherestoftheExecutiveSummary
convincesthemthatyoucanmakethat
businessmodelsuccessful.
Product Sales
Online Advertising Revenues
Profitability
FinancialProjections-Basedonyour
market,yourbusinessmodeland,your
historicalperformanceyouneedtodevelop
abottomupfinancialforecast.Ifyourplan
isforagroupofinvestorsdon'tspendtoo
muchtimeonthissectionbecauseyou
knowandtheyknowthatyoureallyhaveno
ideahowmuchmoneyyoumightmake.
Investorstypicallywon'tmakeago/nogo
decisionbasedonyourfinancialprojections.
Theywillessentiallymaketheirown
financialprojections.Thatbeingsaidyou
shouldhavesomesortofgraphortable
withcurrentsalesandprojectedsalesgoing
forwardforatleast3years.Row 1 Row 2 Row 3 Row 4
0
2
4
6
8
10
12
Column 1
Column 2
Column 3
Request–Nowitistimetorequesteitheraninvestment,loan,orsalescontract
dependingonthepurposeoftheexecutivesummary.Youshouldrestatewhyyour
companyprovidesvalue.Remindthereaderofthebigpainthatyouaresolvingand
yourmarketpotential.Finallyreemphasizeyourteamanditsabilitytogetthejobdone.
Askforthedollaramountthatyouneedtoreachthenextmajormilestoneforyour
business.Don'tdisclosehowmuchequityyouarewillingtogiveuporwhatinterest
rateyouarewillingtopay.Thisshouldbedonelaterthroughfacetofacenegotiation.
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