Executive Summary Template


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When you’re proposing a project, you need several documents to back up your proposal. An executive summary is a short overview that gives the elevator pitch that sums up the major points. Executive summaries are critical for getting projects approved and off the ground. Download the ProjectManager.com executive summary template for Word to have a dynamic executive summary.

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Why Use an Executive Summary Template?

You only have one chance to wow your sponsor or stakeholder. Chances are they’re not going to dig into the many supporting documents you have until you’ve sold them on the vision of the project.

It’s like a big show, and your executive summary is the grand opening that grabs the audience’s attention and pulls them in. Once you’ve done that, then they’re going to be more open to the prospect of green-lighting the project.

With an executive summary template you have a roadmap to make sure you’re engaging and offering just the right amount of detail necessary to convince the sponsor or stakeholder that the project you’re proposing is worth their time and financial investment.

Free downloadable Executive Summary Template
ProjectManager.com’s Executive Summary Template.

Think of the executive summary as poetry, rather than a novel. Novels have time to meander, to draw you slowly into the story and hook you over time. Poetry is immediate, emotional, experiential. It doesn’t mess with words that aren’t essential. It’s difficult because you can’t wander around the page until you find what you’re talking about. You have to know what you need to convey and do so succinctly.

That’s okay. You have done the research. By the time you’re ready to write your executive summary, you already know that there’s an opportunity and it’s worth the effort. Therefore, an executive summary template is just a way to hold your hand through the process of collecting those broad strokes you need to paint a winning picture.

What’s Included in Our Executive Summary Template

As stated above, the executive summary is a quick overview of the project, which is described in greater detail with the attached supporting material. The ProjectManager.com executive summary template is a catchall for those general descriptions that will engage the target audience.

Our executive summary template word doc opens strong with a cover page that hits the big points boldly.

  • Authorship: On top there is a box that captures the pertinent information, such as the name of your company, the project being proposed, who prepared the project executive summary template and how to reach that person.
  • Vision/Mission Statement: Underneath the heading on the cover page, you’ll want to grab their attention and make them turn to the next page, with more detailed info, so give them a snappy vision and mission statement. Keep it short and sweet.
  • Introduction: On this second page, take the general and make it a bit more specific, explaining the investment opportunity and why the project will take advantage of it with a return on investment.
  • Company’s Role and Strength: Explain why your company is uniquely positioned to take on the project with a brief history and list of skills and experience.
  • Need/Problem: Identify the need or problem the project is addressing. Be sure to explain who the target audience is and why they will benefit.
  • Unique Solution: Here is your chance to show what your company can do and how the project exploits this need or problem for profit.
  • Proof: They’re not going to take you on your word, no matter how sincere you are, so list the supporting documents that you’ve collected while researching and doing the due diligence.
  • Resources: List what you’ll need to complete the project, from software and hardware to materials and equipment.
  • Return on Investment: Justify the project by showing how its worth the time, effort and financial investment.
  • Competition: Show that you’re aware of the existing landscape by noting who is your competition and why you’re different and positioned to succeed where they’re not.
  • Marketing Strategy: Note how you will develop a sales, marketing and partnership plan.
  • Budget: What is the expected financial commitment?
  • Timeline: How long do you believe the project will take? Break it into milestones, but not too much detail.
  • Team: Who do you need to complete the project? Summarize the team you envision, their experience and skill sets.
  • Conclusion: This is your last chance to make an impression, so wrap up with a strong summary of the importance of the project and your crucial part in it.

How to Use Our Template

Our project executive summary template is easy to use. Just download the Word doc and follow the directions. All the fields are filled with directions on what needs to go under the heading. Just highlight the text and write your own copy that is appropriate to the project.

Once you’ve filled it in, be sure to add your logo and even color it to match your brand. You want the executive summary template to stand out. Remember, it’s on top of a large pile of documents, which is never inviting. The executive summary template should catch the eye and attention of your audience.

Once you’ve used our project executive summary template, you’ll want to take it to the next level. ProjectManager.com has tools to add graphs and charts that are filtered to show just want you want to show. If you’re interested in upping your project management game, read on and we’ll give you a special free trial to see how much more ProjectManager.com can do for you and your project.

Related Content

If you’re looking for a deeper dive into the world of executive summary, you’re in luck. ProjectManager.com is more than just the best project management tool available, but a repository of information on all your project management questions.

Below are a few links to some of the content related to executive summaries. Take a look and then stay on the site to watch our hundreds of training videos and read from our extensive blog library.

ProjectManager.com for All Your PM Needs

We mentioned above how much more you can do with ProjectManager.com, but that was just related to making your executive summary more dynamic. But once you have gotten the job, that’s when ProjectManager really comes into service. Our cloud-based project management software has the tools you need for every aspect of the project, from planning, executing, monitoring and reporting. ProjectManager.com turns project plans into project success. See for yourself by taking this free 30-day trial.

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