Writing an executive summary for project management services

This summary scored full marks. It contains all of the expected stages words. Sub stage Text Overview and project aim This project involved the design and construction of a Rube Goldberg device - an excessively complex system of chain reactions engineered to complete a relatively simple task.

Writing an executive summary for project management services

But nothing compared to the feeling of writing an executive summary. There is so much dissent about the function of the executive summary — what it should say, what it should do, how long it should be, and whether it be written before or after the body of the proposal — that it can add to the already stressful task of getting a winning proposal written, designed, and out the door to the client on time.

writing an executive summary for project management services

The executive summary is arguably the most valuable component of any proposal. Its purpose is clear, its potential is huge, and putting it together can be straightforward if you change your approach and follow a few simple steps.

Hopefully, it will make the proposal process less painful, and help you convince anyone on your team who might disagree to follow your lead. The purpose of an executive summary First of all, the executive summary needs a rebrand.

To me, the name itself speaks of stuffy suits, boring, jargon-filled reports, and boardrooms filled with cigar smoke and people ready to say no. They think that this is where you explain the entire proposal in words. It should be persuasive, outlining why the client should choose your company.

It should be specific and focus on results. You can save the features for the body of the proposal. The executive summary helps the client decide quickly whether they're going to read the rest of the proposal, pass it on to other decision-makers, or if it's destined for the recycle bin.

So you better make it good. Some people feel you should write the executive summary first because it can help you outline your concept and organize your thoughts for the entire proposal.

Plus things may have changed since you first started the proposal so you might need to adjust your approach. My suggestion is chocolate AND peanut butter. Election issue I like to write the executive summary first because it helps to filter all the ideas our team had during the brainstorming process about the best way to pitch this client.

Once the body of the proposal is finished, I then go back to tweak the executive summary as needed.

The purpose of an executive summary

Sometimes new ideas rose to the top as we worked through the proposal, or early ideas turned out to be impossible to execute due to the client budget or timeline. I used to leave writing the executive summary to the end, and since inevitably we were always in a time crunch to deliver the proposal to the client, I would feel anxious and rushed to get it done.

I could edit the executive summary as needed and I knew there would be no huge surprises in what other team members had prepared.

How to write an executive summary: Capture their attention You need an opener that's compelling. Focus on the issue and the result, but be direct, concise, and evocative. We get it Before a client hires you, they want to know that you get them. This section of the executive summary is where you demonstrate your grasp of the situation.

You could include a bit of your own research or a brief reference to your agency's experience dealing with a similar situation. You should also talk about how the client will benefit from solving the problem - what will change, the positive outcomes, the results.

Again, the focus here is on the client and their challenge, not on you and your company. But remember, this is just an overview. They can read all the delicious details in the proposal so keep it high level but still provide enough detail to convince them you have something specific and well thought out for them.

This section should start to provide the client with a sense of relief and get them excited about the result.

We can do it It's time to show your stuff. Talk about why your company, your team, or your product is not only willing to take this challenge on, but you're qualified to do so.

When to write the executive summary

Maybe this is your niche market and you have lots of experience helping other companies with a similar issue. Talk about WHY you can make this a successful project and deliver results, but broken record keep it brief.

The Call to Action: Make the client feel like they have no other chance for happiness than to hire you because of X and Y that differentiate you from the competition and proves your solution is the one that will make their dreams come true.

Talk about why you want to work with them — a little flattery goes a long way — and about how, as partners, you will be successful. Of course in some situations you may need to reference certain details but remember that this is a persuasive document - sell the benefits, not the features.

Save the tech stuff for the proposal.Keeping primary stakeholders updated on progress, budget, and issues is an important task for a PM and should be done through an executive summary. Unfortunately, many people wrongly believe that an executive summary is a summary of the document, like a "Cliff Notes." Uh, no.

An executive summary is a brief report highlighting important items of a project. Managers who read the executive summary should get the essence of the project .

How to Write a Compelling Executive Summary. we plan to reduce that possibility by writing a customized training manual.

To complete this project by the end of the current fiscal year. Jun 12,  · How to Write an Executive Summary. The executive summary is the most important part of a business document. Keep the writing fresh and jargon-free. Your president or project manager's experience and history.

Almost! If your team has admirable experience or a past job that brings a lot to the table, you'll definitely want to mention it 87%(). Here's a business plan executive summary example that you can use as a model when writing your own business plan.

​How to Write an Executive Summary for Your Proposal | Proposify