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Stephen R. Clark, CleverSmith™ Writing | Writing, Editing, Editorial Project Management
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How To Develop an Effective Executive Summary
An Article by Stephen R. Clark

If you write business proposals, you’re familiar with Executive Summaries. An Executive Summary is a condensed version of the proposal with a sales or marketing focus. It captures the essence of the proposal and sets the theme for what is to follow.

If the main point of the Executive Summary is how to save millions of dollars on a project, the rest of the proposal or grant should elaborate and expand on the how, why, when, where, etc..

The objective of the Executive Summary is to make the recipient say, "Here at last is a company or organization that understands our problems or needs and knows exactly what to do to resolve or satsify them."

Rule #1 of a good Executive Summary is to understand that you are not writing an advertising campaign. It is needless to overwhelm your customer with flash and dazzle where a technical solution is what the customer wants. Stick to the facts. Weave them into a story where the point is a successful response to the client's problem, challenge, or need.

Rule #2 is to think of the Executive Summary as a resume. Give enough information to whet the client's appetite and make them want to know more. The Executive Summary should be dynamic, terse, and designed to capture and hold the interest of the non-technical reader. It shouldn't be bogged down in detail or terms that the average reader will not understand. Keep it simple, direct, and to the point. Choose words carefully. Use words that have impact, such as action verbs. Avoid cliches and trite phrases. Define every acronym.

Another element of a good Executive Summary is revealing the important information up front right away. From the very first paragraph tell the reader the solution and greatest benefit of the proposal. Don't hint around or create suspense since doing so will cause more irritation than interest.

An effective Executive Summary communicates to the client individually. Identify critical areas (special needs, "hot buttons") of the client and concentrate on meeting them in the proposal. Show the client the advantages of your solution, don't just tell. Outline the unique, innovative features of your approach to the client's problem or need.

The worst mistake to make in an Executive Summary is to merely copy material from sales brochures, technical publications, and boilerplate, rather than writing to the specific client's special and unique needs.

A good Executive Summary is a blending of a summary of technical facts presented in laymen's terms and the sales pitch. Once again, begin with the best point up front in the first few paragraphs, and then work down the list of advantages and discriminators as detailed in the proposal, and end with your qualifications, experience.

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