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U.S. SENIOR OPEN

U.S. Senior Open Returning to 3 Historic Venues

By Brian DePasquale, USGA

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Scioto Country Club, in Columbus, Ohio, Oak Tree National, in Edmond, Okla., and Crooked Stick Golf Club, in Carmel, Ind., have been announced by the USGA as the host sites for the U.S. Senior Open Championship in 2026, 2027 and 2028, respectively. Each club has previously hosted the championship. Scioto also will host the 2036 U.S. Amateur Championship.

“The USGA is pleased to be returning to Scioto Country Club, Oak Tree National and Crooked Stick Golf Club as host sites for the U.S. Senior Open,” said John Bodenhamer, USGA chief championships officer. “Each club has a distinguished history of hosting national championships and promoting professional and amateur competition. We know each course will challenge the world’s best players and the communities will be welcoming and supportive.”

Scioto Country Club, designed by Donald Ross, opened for play in 1916. The course was renovated by Dick Wilson in the 1960s, by four-time U.S. Open and two-time U.S. Senior Open champion Jack Nicklaus and Dr. Michael Hurdzan in 2008 and most recently in 2021 by Andrew Green, who reclaimed the course to Ross’ original intent. In addition to the golf course, Scioto has acclaimed facilities and programs for aquatics, fitness, tennis, platform tennis and pickleball.

Nicklaus and Bob Jones, two legends of the game, are tied to Scioto Country Club. Jones won the U.S. Open, one of his nine USGA championships, at the club in 1926, while Nicklaus honed his game there with teaching professional Jack Grout. Dale Douglass claimed the 1986 Senior Open at Scioto in his first year of eligibility, while Gene Sauers posted a one-stroke victory over Billy Mayfair and Miguel Angel Jimenez in 2016 during the club’s centennial year. Bruce Fleisher edged Vinny Giles by one shot in the 1968 U.S. Amateur when it was a 72-hole, stroke-play championship.

Scioto will become the third club to host three U.S. Senior Opens. Saucon Valley Country Club, in Bethlehem, Pa., was a host site for a third time in 2022 and The Broadmoor’s East Course, in Colorado Springs, Colo., will host its third in 2025.

Oak Tree National, designed by Pete Dye, opened for play in 1976. Located on 640 acres of countryside 20 miles north of Oklahoma City, the course was named after a majestic oak tree that stands on the fifth hole. Tripp Davis completed bunker, fairway and minor putting green restorations in 2009. Oak Tree also is home to many well-known PGA Tour professionals, club pros and competitive amateurs, including USGA champions Viktor Hovland, Kevin Tway, Scott Verplank and Willie Wood.

The 2027 U.S. Senior Open will be the third USGA championship to be played at Oak Tree National. Colin Montgomerie defeated Sauers in a three-hole aggregate playoff to win the 2014 Senior Open. In 1984, Verplank, a Texan who attended nearby Oklahoma State University, posted a 4-and-3 victory over Sam Randolph to capture the U.S. Amateur.

Crooked Stick Golf Club will host its seventh USGA championship but first in almost two decades. Founded in 1964, the club was designed by Pete and Alice Dye. They converted a flat cornfield north of Indianapolis and incorporated many elements of Scottish golf, including railroad ties, strip bunkers, sand and grass pot bunkers and mounds. Fred Funk shot four rounds in the 60s and established a 72-hole scoring record of 20-under par 268 en route to his six-stroke victory in the 2009 U.S. Senior Open.

Crooked Stick has also hosted the 1982 U.S. Junior Amateur, won by Rich Marik, the 1983 U.S. Senior Amateur, won by William Hyndman III, the 1989 U.S. Mid-Amateur, won by James Taylor, the 1993 U.S. Women’s Open, won by Laurie Merten, and the 2007 U.S. Women’s Amateur, won by Maria Jose Uribe.

The U.S. Senior Open is open to professional golfers, and amateurs with a Handicap Index® not exceeding 3.4, who are at least 50 years of age by the start of championship play. The field of 156 players will compete in two rounds of stroke play, after which the field will be reduced to the low 60 scores and ties for the final 36 holes. The 2024 championship will be held at Newport (R.I.) Country Club, June 27-30.

The U.S. Amateur is open to amateur golfers with a Handicap Index® not exceeding 2.4. The field of 312 players competes in two rounds of stroke play, after which the field is reduced to the low 64 scorers. There will be six rounds of match play concluding with a 36-hole championship match. Hazeltine National Golf Club, in Chaska, Minn., will host the 2024 championship, Aug. 12-18.

Future U.S. Senior Open Championships

June 27-30, 2024: Newport (R.I.) Country Club June 26-29, 2025: The Broadmoor (East Course), Colorado Springs, Colo. 2026: Scioto Country Club, Columbus, Ohio 2027: Oak Tree National, Edmond, Okla. 2028: Crooked Stick Golf Club, Carmel, Ind. 2029: Prairie Dunes Country Club, Hutchinson, Kan. 2030: Spyglass Hill Golf Course, Pebble Beach, Calif. 2032: Saucon Valley Country Club (Old Course), Bethlehem, Pa. 2038: Plainfield Country Club, Edison, N.J. 2042: Saucon Valley Country Club (Old Course), Bethlehem, Pa.

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PGA TOUR Champions 2024 Schedule + Tournament Details

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Table of Contents

The PGA Tour Champions starts in January with the Mitsubishi Electric Championship and concludes in November with the Charles Schwab Cup Championship.

The PGA senior tour schedule 2024 provides every tournament’s details, venue information, purse, and past winners. Bettors will want to follow this guide closely to gain inside information on the course and players to watch .

PGA Tour Champions Schedule 2024

Pga tour champions tournament details, mitsubishi electric championship.

Tournament History

Originally named the MONY Tournament of Champions, the event was played in California, Mexico, and Puerto Rico before finding a stable home in Hawaii. The inaugural tournament took off in 1984 when Orville Moody claimed a 7-stroke win over Dan Sikes.

Since then, the name has changed on eight occasions, with the current title sponsor, Mitsubishi, the longest-serving partner. The lush fairway and ocean backdrop of Haualalai golf club has been on the Senior PGA Tour schedule since 2006.

The Kona-based golf course is a par 72 design and measures 7,117 yards off the back tees on an average day.

⛳️ Fun Fact: When Senior Golf Source polled the PGA Tour Champions caddies, this was their favorite location, with Pebble Beach in a close second.

Chubb Classic

The Chubb Classic debuted in 1988 as the Aetna Challenge and was played at The Club at Pelican Bay until 1990. Gary Player , a fellow citizen of South Africa (like me), won the 1988 edition. And another compatriot, Harold Henning, finished second in the 1989 vintage, two strokes behind Gene Littler.

The tournament has featured at 12 golf courses since its inception, with the latest change in 2021. The organizers switched the venue to the Tiburon Black Course, designed by Australian Greg Norman. The Tiburon Black course is a par 72 layout reaching 6,945 yards off the back tees.

Our team particularly loves this course in Naples because of its idyllic location near beaches and plenty of sunshine in southwest Florida. However, be prepared; the Ritz Carlton is on the property, and staying here tends to come at a hefty price.

Trophy Hassan II

The Trophy Hassan II tournament is older than the PGA Tour Champions itself. The first event teed off in 1971, called the Moroccan Grand Prix, which saw Orville Moody defeat Jerry Heard by 2 strokes.

Prince Moulay Rachid hosts the event in honor of his father, Hassan II, and it is played at the Royal Golf Dar Es Salam. The tournament was removed from the schedule between 1986 to 1990 but returned in 1991 when Vijay Singh defeated the late Payne Stewart in a playoff.

The Royal Golf Dar Es Salam is situated on a 440-hectare estate, winding through cork oak forests, and is littered with lakes and bunkers.

Cologuard Classic

The Cologuard Classic is the third event on the annual calendar and is one of the newest editions of the Tour. It was launched in 2015 at the Omni Tucson National in Arizona as the Tuscon Conquistadores Classic. The name changed to its current form in 2018.

Marco Dawson is the first name on the silverware after bagging the inaugural title in 2015 by 2 strokes over Barty Bryant. The Omni Tucson National reaches 7,328 yards off the back tees with a total par rating of 73.

Hoag Classic

The first tee shot in the Hoag Classic was struck in 1995, but back then was known as the Toshiba Senior Classic. The name remained in 2005 when “senior” was dropped from the title and became the Toshiba Classic. Toshiba continued as the title sponsor until 2018 when Hoag took over.

The William F. Bell designed Newport Beach Country Club is the host golf course and has set the stage for several fierce battles since its inception. Bob Murphy and Jay Sigel entered the record books in 1997 when the duo went 9 holes in a playoff before the winner was decided.

Newport Country Club is a par 72 golf course which is not as long as some on tour, measuring 6618 yards off the Championship tees.

The Galleri Classic

The Galleri Classic entered the Tour Champions fray in 2023, holding its first outing at the Dinah Shore course at the Mission Hills Country Club, Coachella Valley, California. The Par 72 golf course played 7,112 yards for the Galleri on average.

David Toms surged to victory in the inaugural version of this tournament played in 2023, beating Steven Alker by 4 shots.

Invited Celebrity Classic

Las Colinas Country Club in Irving, Texas, hosted the ClubCorp Classic in 2022, adding a new event to the Tour schedule. The event name changed to the Invited Celebrity Classic after the company rebranding in 2022.

The course measures 6973 yards off the black tees, and 71 is a par score. Scott Parel from Michigan was the first to get his hands on the trophy in the 2022 edition. Mark Hensby from Australia took the second iteration of the event in 2023 with a 54-hole score of 12 under par.

Mitsubishi Electric Classic

The PGA Tour Champions made the Mitsubishi Electric Classic a reality in 2013. However, its original title was the Greater Gwinnett Championship. Bernhard Langer won the inaugural event in 2013 by 3 strokes over Tom Lehman and Tom Pernice Jr.

TPC Sugarloaf in Duluth, Georgia, has put on the spectacle since it teed off over a decade ago. The 27-hole facility was designed by “The Great White Shark,” Greg Norman. The Stables/ Meadows are the usual combination for tournament events, but it may change depending on the years.

The Meadows and Stables 18-hole combination totals 7322 yards off the back tees and is a par 72 layout.

Insperity Invitational

The Insperity Invitational has cemented its place as a mainstay on the annual sporting calendar in Houston. It started in 2004 as the Administaff Small Business Classic and immediately entertained us. Larry Nelson crawled his way back from 7 shots down to force a playoff with Hale Irwin.

Nelson bagged the title, and the tournament holds firm two decades on. Since Administaff changed their name in 2008, the event is now the Insperity Invitational. It was initially played at Augusta Pines, Texas, but is now hosted by The Woodlands Country Club Tournament Course.

The par 72 Tournament Course at Woodlands Country Club extends 7025 yards off the back tee. John Daly set the par 3 16th alight in the 1994 Shell Houston Open when he pured a 6 iron off the tee and drained the shot for a memorable ace.

Principal Charity Classic

The Principal Charity Classic resumes regulation tour play in June after back-to-back Majors in May. Des Moines, Iowa, has welcomed professionals with open arms since the event commenced in 2001 as the Allianz Championship.

Glen Oaks Country Club in West Des Moines hosted the inaugural showing of the Principal Charity Classic. It moved twice between 2001 and 2012 before finding solace at the Wakonda Club, which has held the Classic since 2013. Wakonda totals 6,847 yards off the back tees and is a par 72. 

Jim Thorpe won the first-ever Principal Charity Classic beating Gil Morgan by 2 strokes in 2001. Jay Haas has lifted the trophy three times, more than any of his peers.

American Family Insurance Championship

Tour Champions professionals stay in the midwest for the American Family Insurance Championship played at University Ridge Golf Club, Madison, Wisconsin. Steve Stricker is the tournament host, and 78 of the tour’s best players are penciled in on the tee sheet.

The Championship was born in 2016, and Kirk Triplett claimed a 2 shot victory over Bart Bryant and Mike Goodes. University Ridge is a par 72 Robert Trent Jones Jr design and is slightly lengthy for senior tour pros, stretching 7,259 yards. 

The front nine is relatively open, while the back nine is lined with trees and demands course management from tee to green.

Dick’s Sporting Goods Open

After a stint in the midwest, the tour heads east to Upstate New York, where the Dick’s Sporting Goods Open awaits. En-Joie has gracefully hosted the event since its inception in 2007, where R.W. Eaks triumphed over Bruce Vaughan by 3 strokes.

En-Joie is a 7,030-yard track off the back tees, and 72 is a par score for the round. The course was originally designed and built by local businessman George F. Johnson, but upgrades were made in 1998 and 1999. The greens transformed from flat round greens into challenging large and undulated dance floors.

We particularly “enjoy” the En-Joie course for its local, friendly vibe and beautiful rolling hills. While it’s not nearly as polished as most of the courses on this tour, we found it to be one of the best for spectators, with free tickets and giveaways.

Boeing Classic

The Boeing Classic has become a permanent fixture on the PGA Tour Champions and Seattle sporting calendar. 2005 saw the first tee shot struck in the tournament when it was the Boeing Greater Seattle Classic.

David Eger claimed the inaugural trophy winning by 3 strokes over Tom Kite. However, in 2007, fans were treated to the largest contingent of players in a Tour Champions playoff. Seven players ended the tournament on 9 under par. Zimbabwean Denis Watson would eventually steal the show as he drained an eagle putt on the second playoff hole to bag the crown.

The Jack Nicklaus-designed Club at Snoqualmie Ridge has hosted the tournament since it launched, frequently challenging the Pros. The 7,264-yard layout with a par score of 72 suits long hitters given its wide fairways. It also treats you to spectacular mountain and water vistas.

Shaw Charity Classic

The Tour makes its way north to Calgary, Canada, in mid-August for the Shaw Charity Classic, a mainstay on the schedule since 2013. Although the course plays a par 72 for amateurs, they corrected the rating to a par 70 for the Shaw Charity Classic.

Canyon Meadows Golf and Country Club has welcomed the tour since 2013, measuring 7,158 yards from the black tees. In addition, the course sits at 3,590 feet above sea level, adding extra yards to each shot. Rocco Mediate lifted the first trophy in 2013, obliterating the field by 7 strokes.

The Ally Challenge

Grand Blanc Township in Michigan is the venue for the Ally Challenge, one of the newer events on tour. The PGA Tour Champions arrived at the Warwick Hills Golf and Country Club in 2018 when Paul Broadhurst became the first champion.

The 7,112-yard golf course is a par 72 layout designed by Joe Lee and is relatively long for senior tour players, and is lined with trees. This demands a combination of driving distance, fairways, and greens in regulation.

Ascension Charity Classic

The Ascension Charity Classic is another tournament in its infancy on tour. It teed off for the first time in 2021 when David Toms beat Dicky Pride in a playoff. The St Louis-based Norwood Hills has hosted the first two Ascension Charity Classics on their West course, which is no stranger to tournament golf.

Norwood Hills plays 6,992 yards, and 71 is considered a par score. The fairways are lined with trees and demand an accurate tee shot to attack the flag on approach. In addition, 5 lakes are scattered throughout the links and come into play for half the round.

Sanford International

The tour returns to the Midwest in September for the Sanford International, another relatively young event. 2018 saw the Sanford International debut, and Steve Stricker showed his class to defeat Tim Petrovic and Jerry Smith by 4 shots.

Minnehaha Country Club is the host venue, littered with water hazards and tree-lined fairways. It is not the longest golf course on tour, reaching 6,530 yards off the burgundy tees, but it does demand precision to walk away with a low round.

Pure Insurance Championship

As we enter the back end of the season, the Tour Champions journeys to the West Coast for the Pure Insurance Championship. The famed Pebble Beach is the host venue for the event, originally titled the First Tee Open. However, organizers have changed the name on five occasions.

The Pure Insurance Championship became the official title in 2017 and has remained since. Craig Stadler lifted the cup in the inaugural event in 2004, winning by 3 strokes over Jay Haas.

Constellation Furyk & Friends

The Constellation Furyk and Friends event kicked off in 2021 as a way for the Jim and Tabitha Furyk Foundation to raise funds for at-risk children. Timuquana Country Club puts on the event, which was first won by Phil Mickelson in the 2020-21 season.

The Country Club is located a short distance from my base for two years when I was navigating the high seas. Timuquana measures 6,949 yards from the back tees and is a standard Par 72 layout. Finally, its tree-lined fairways leave little margin for error, demanding accuracy off the tee.

If you’re traveling with family, Furyk & Friends is one of our favorites to bring the kids. In 2023, the tournament went all out with food trucks, a petting zoo, free ice cream, and more!

SAS Championship

The SAS Championship has featured on the PGA Tour Champions since 2001, played at the Prestonwood Country Club in Cary, North Carolina. Bruce Lietzke won the inaugural outing and went back to back in 2002.

The 54-hole complex opts for the Meadow and Highlands combination of courses for the SAS, playing 7,237 yards and carrying a 72-par total.

Dominion Energy Charity Classic

The Dominion Energy Charity Classic is the first playoff round for the Charles Schwab Cup. The top 72 players on the money list will be invited to the no-cut event after the SAS Championship.

The Country Club of Virginia in Richmond has hosted the event since it teed off in 2016 when Scott McCarron bagged the title. The venue is dominated by tree-lined fairways and the odd water hazard, making accuracy vital for success.

Simmons Bank Championship

The top 54 golfers on the money list after the Dominion Energy Charity Classic progress to the Simmons Bank Championship. The penultimate event of the year is hosted by Pleasant Valley Country Club, a parkland golf course with lightning-quick greens.

The tournament has a new headline sponsor this year after the partnership with TimberTech expired at the end of 2023.

Charles Schwab Cup Championship

The entire season has built up to this moment, where the remaining top 36 players are the only ones invited. The tour travels to Phoenix Country Club, Arizona, for the Charles Schwab Cup Championship.

Puerto Rico, Oklahoma, and California all hosted the event before its switch to Arizona in 2014. The initial Charles Schwab Cup Championship was called the New York Life Champions played in Dorado, Puerto Rico, with Mike Hill winning the first two editions.

The parkland-styled Phoenix Country Club has hosted the cup since 2017,  measuring 6,764 yards, and it is a par 71.

5 PGA Tour Champions Major Tournaments

Regions tradition.

Golf Course: Greystone G&CC, Birmingham, AL Tournament Purse: $2,500,000 Dates: May 10 – 12, 2024

Past champions.

The Regents Tradition was first played in 1989 at the Desert Mountain Cochise course. Don Bies won the inaugural event by a shot over my compatriot Gary Player. Since 2016, the Founders Course at Greystone Golf and Country Club has remained the host venue.

It is the first major on the calendar, typically occurring in the second week of May after the Mitsubishi Electric Classic.

KitchenAid Senior PGA Championship

Golf Course: Fields Ranch East, Frisco, TX Tournament Purse: $3,500,000 Dates: May 25 – May 28, 2023

Like the PGA Championship, the senior edition is hosted at a different golf course every year. However, the tournament was hosted at Dunedin Golf Club in Florida from 1945 to 1962. In addition, the PGA National Golf Club hosted the affair from 1982 to 2000.  

The 2023 edition is set down for Fields Ranch in Frisco, Texas after Steven Alker won the 2022 edition at Harbor Shores in Michigan. The KitchenAid Senior PGA Championship is the oldest senior golf tournament on the calendar, with Jock Hutchinson winning the first event in 1937 on 7 over par. 

U.S. Senior Open

Golf Course: SentryWorld, Stevens Point, WI Tournament Purse: $4,000,000 Dates: Jun 27 – Jun 30, 2024

The third PGA TOUR major of the season sees the pros vie for the coveted Francis D. Ouimet Memorial Trophy. The U.S. Senior Open is played at a different golf course every year.

Winged Foot hosted the first U.S. Senior Open in 1980, and Argentine Roberto De Vicenzo claimed a 4-stroke victory.

Bridgestone Senior Players Championship

Golf Course: Firestone Country Club, Akron, OH Tournament Purse: $3,500,000 Dates: Jul 11 – Jul 14, 2024

The penultimate PGA Tour Champions major hits our screens in mid-July 2024 when the Kaulig Companies Championship returns to Firestone Country Club. The South Course or the “Monster” as it is colloquially known, is the chosen track.

It measures 7,400 yards off the Championship tees and is a par 70, with only one par 5 on each nine. The course is best suited to long hitters, and Jerry Kelly will attempt to win here for the third time in four years.

The inaugural Kaulig Companies Championship went ahead in 1983 at Canterbury Golf Club in Beachwood, Ohio. Miller Barber was the first to etch his name onto the trophy defeating Gene Littler by one stroke.

Senior Open Championship

Golf Course: Carnoustie Links, Scotland Tournament Purse: $2,850,000 Dates: Jul 25 – Jul 28, 2024

The Senior Open Championship returns to Carnoustie for the first time since 2016. Englishman Paul Broadhurst walked away victorious on that weekend. This is the third time that ‘Car-nasty hosts the best in the seniors game, and Alex Čejka will look to defend the title he won at Royal Porthcawl in 2023.

Gale-force winds and rain always remain a threat. We will see plenty of punch shots on approach and bump and runs around the dance floor. The first official Senior Open Championship was played at Turnberry in 1987 as Neil Coles walked away with a one-stroke victory.

Frequently Asked Questions

Where are the pga champions playing.

The PGA Champions play on the PGA Tour Champions, for former tour and major winners. The Tour hosts over 28 tournaments a year at different venues across North America, Europe, and Africa.

What is the difference between PGA Tour and PGA Tour Champions?

The PGA Tour is for professional golfers under the age of 50. Conversely, the PGA Tour Champions is for past tour winners and major champions over 50 .

What yardage does the PGA Champions Tour play?

The yardage on the PGA Senior Tour courses plays between 6800 to 7300 yards. The yardage differs depending on the golf course and changes from one week to another.

How much do Champions Tour players make?

The 2023 PGA Champions Tour average was $303,404. Steve Stricker topped the list, winning $3,986,063, while Dennis Hendershott was at the bottom, taking home $1080.

How much do caddies make on the Champions Tour?

Caddies on the Champions Tour typically take home 5 to 10% of their players’ PGA Senior Tour winnings. However, each player-caddie agreement varies as there are no specific guidelines. 

Final Thoughts on the PGA Tour Champions

There you have everything you need to know about the PGA Tour Champions 2024. I have covered it all, from the schedules, history and past winners. It is evident that Bernhard Langer is a dominant force on the Tour, as he is tied with Hale Irwin for the most victories.

I recommend you bookmark this guide to refer back to for dates, past winners and tournament information. It is everything you need to stay updated and informed about the PGA Tour Champions.

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Matt Callcott-Stevens has lived and breathed golf since he was four. As a junior, he played competitively, until he discovered his talents were better suited to writing about the game. Matt holds a Postgraduate in Sports Marketing through the Johan Cruyff Institute in Barcelona and has provided golf game improvement tips to seniors and the average golfer for seven years.

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PGA TOUR Champions announces 2023 schedule

Tour continues growth, with 2023 prize money at record levels

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PONTE VEDRA BEACH, Fla. – PGA TOUR Champions announced Tuesday the schedule for its 2023 season, which features 28 events and will conclude at the Charles Schwab Cup Championship in Phoenix, Arizona. The 25-event regular season will welcome one new tournament, The Galleri Classic in Rancho Mirage, California, and players will visit 20 U.S. states and three other countries (Morocco, Wales, Canada). In 2023, players will compete for more than $66 million in total prize money, the highest in PGA TOUR Champions’ 43-season history.

“As we near the end of our tremendous 2022 season, we are excited to share next year’s schedule with the players, partners and fans,” said PGA TOUR Champions president Miller Brady. “The 2023 schedule sees our Tour returning to Morocco with the Trophy Hassan II in Rabat, as well as bringing on a new tournament in The Galleri Classic, played at the historic Mission Hills Country Club. Thanks to the strength of our tournament and title sponsors, the future and stability of PGA TOUR Champions has never been more secure. We are thrilled to have the highest purses in PGA TOUR Champions history and to be able to bring the game of golf to the many wonderful venues on this Tour.”

The 2023 season will tee off with the Mitsubishi Electric Championship at Hualalai the week of January 16-21 in Ka’upulehu-Kona, Hawaii. In the second week of February, the Tour travels to Morocco for the Trophy Hassan II at Royal Golf Dar Es Salam in Rabat.

The Tour comes back stateside after the trip to Morocco, first going to Naples, Florida for the Chubb Classic followed by a trip to Tucson, Arizona for the Cologuard Classic. Following those is a two-week stint in California, first with the Hoag Classic in Newport Beach, then at a new event, The Galleri Classic, played at Mission Hills Country Club in Rancho Mirage. The tournament – a partnership between PGA TOUR Champions and GRAIL, LLC – marks the first time PGA TOUR Champions has hosted a tournament in Coachella Valley since 1993.

In April, PGA TOUR Champions hosts back-to-back events in Texas. First is the Invited Celebrity Classic, held at Las Colinas Country Club in Irving, Texas. This tournament matches PGA TOUR Champions players with celebrity golfers, as well as 10 amateur players who earn a spot to play in the event.

The PGA TOUR Champions schedule features five major championships, which begin in May with the Regions Tradition in Birmingham, Alabama, and conclude in July with The Senior Open presented by Rolex in Wales.

The 2023 season will also see a new title sponsor for one of the PGA TOUR Champions major championships, with Kaulig taking over title sponsorship for the event held at Firestone Country Club in Akron, Ohio – now named the Kaulig Companies Championship.

“We are thrilled to welcome Kaulig Companies to the PGA TOUR Champions family,” said Brady. “This title sponsorship is another example of Kaulig Companies’ long-standing commitment and support for the local community. We are grateful for Matt Kaulig and Tim Clepper’s roles in ensuring this event will maintain its position each season as one of the truly special tournaments on our schedule. We are grateful to Bridgestone for its support of this tournament through the years, and we look forward to celebrating their contributions at this year’s event.”

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The 25-event regular season will lead into the seventh annual Charles Schwab Cup Playoffs, which begin at the Dominion Energy Charity Classic in Richmond, Virginia, followed by the TimberTech Championship in Boca Raton, Florida. The three-tournament series will conclude at Phoenix Country Club at the Charles Schwab Cup Championship on Sunday, November 12, 2023.

Since 2001, the Charles Schwab Cup has been awarded to the winner of a season-long, points-based competition. Steven Alker, who leads the Charles Schwab Cup standings by 749,960 over Padraig Harrington with two events remaining in the 2022 season, looks to hold off the field for his first-ever Charles Schwab Cup.

Each event in 2023 will be televised nationally on GOLF Channel, the Tour’s exclusive cable-television partner that reaches close to 70 million U.S. households. Three events will have weekend coverage on NBC, including the KitchenAid Senior PGA Championship, The Senior Open Championship presented by Rolex and the U.S. Senior Open. PGA TOUR Champions coverage is available in 175+ countries and territories via more than 20 broadcast partners.

During the 2023 season, PGA TOUR Champions will welcome a new rookie class, which is highlighted by eight-time PGA TOUR winner and 2009 Open champion Stewart Cink. Cink, the winner of the 2020 Fortinet Championship and 2021 RBC Heritage, turns 50 on May 21, 2023, and is expected to make his Champions Tour debut in the 2023 season.

“I’m tremendously excited to make my debut on PGA TOUR Champions in 2023,” said Cink. “Playing on the PGA TOUR for so many years has brought me some of my most valued relationships, with many close friends now contending on PGA TOUR Champions. While I look forward to reuniting with all of them, I also love competing and I’ve worked very hard to keep my game at a high level. There are so many great players on PGA TOUR Champions and I’ll be anticipating the chance to tee it up against that fantastic group as I near my 50th birthday in May.”

With the win, Bernhard Langer, 65, became the oldest U.S. Senior Open champion. He also notched his 46th Champions Tour victory—breaking Hale Irwin’s record of 45.

“It’s one of the best golf courses I’ve ever played,” Langer said. “My hat’s off to the greenskeepers, to the owners of SentryWorld. They’ve got a jewel here.”

SentryWorld was honored to be the host site of the 43rd U.S. Senior Open Championship. This was the first Senior Open and third USGA championship to be played on our 200-acre parkland course in Stevens Point, Wisconsin.

“It’s seriously one of the finest conditioned courses I’ve ever seen.” - Ernie Els

“The crowds were unbelievable here this week. Way more people than what I expected. They were so gracious, so supportive, showing me so much love and support. It was a testament to Wisconsin golf, Wisconsin people, and they really put on a good show.”

Wisconsin.Golf

GARY D'AMATO

What’s next for SentryWorld after rave reviews for the U.S. Senior Open?

USA TODAY/Golfweek

MIKE SHERRY

SentryWorld has become a force in the golf world by getting whatever it wants.

WTMJ-TV Milwaukee

Behind the Flower Hole at SentryWorld for the U.S. Senior Open.

Or call 715-345-1600 for Stay and Play packages or group outings

Our 2024 golf season begins May 31. Starting April 1, you can book day guest tee times through July. Reserve yours online or by calling 715-345-1600 .

Stay and Play packages are available to book for the whole 2024 golf season. Call 715-345-1600 today!

Our 2024 golf season begins May 31. Starting April 1, you can book day guest tee times through July. Reserve yours online or by calling 715-345-1600 .

Want a charming, casual feel at PJ's  or an elegant, upscale atmosphere at Muse ?

Call 715-345-1600

Or reserve online

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Plan your stay at The Inn at SentryWorld.

Or call 715-345-1600

27 - 30 Jul 2023

The Senior Open Presented by Rolex

Royal Porthcawl Golf Club, Bridgend, Wales

DP World Tour Partners

Return to Harbor Shores

Spend your day on the shores of Lake Michigan!

The KitchenAid Senior PGA Championship returns for a historic sixth time to Harbor Shores in Benton Harbor, MI, bringing the most accomplished senior golfers to the Jack Nicklaus Signature Course. In addition to Championship golf, this family-friendly fan event provides a variety of experiences such as celebrity cooking demonstrations, a Kids Zone, and more!

Welcome to 

Senior golf tour europe, the golf tour for all senior golfers, become a free member to be the first to receive more information and offers.

The events are open for all senior golfers age 50 and over!

Welcome to t he 2024 season!

NEXT EVENTS OPE N FOR RE GISTRATION:

​ Padova Senior Open 2024 - 14th-16th of May

Pirin  Senior Open 2024 - 14th-16th of June

Basildon Senior Open 2024 - 25th-27th of June

Norwegian Senior Open 2024 - 30th of July-1st of August

National Senior Open 2024 - 23rd-25th of August

Tegernseer Senior Open 2024 - 9th-11th of September

Algarvian Invitational 2024 - 2nd-6th of Janu ary

Alga rvian Charity Pro Am 2024 - 7th-14th of January

Mallorca Senior Open 2024 - 7th-9th of  February

JJW International Amateurs 2024 - 18th-25th of Februar

Barcelona Senior Open 2024 - 8th-10th of March

Valencia Senior Open 2024 - 9th-11th of A pr il

Algarvian Invitational 2023 - 3rd-7th of January

Algarvian Charity Pro Am 2023 - 8th-15th of January

Mallorca Senior Open 2023 - 9th-11th of  February

JJW International Amateurs 2023 - 12th-19th of February

Malaga Senior Open 2023 - 4th-6th of April

Lisbon Senior Open 2023 - 14th-16th of May

Padova Senior Open 2023 - 28th-30th of June

Norwegian Senior Open 2023 - 25th-27th of July

National Senior Open 2023 - 18th-20th of August

Tegernseer Senior Open 2023 - 11th-13th of September

Marbella Senior Open 2023  - 28th-30th of November

“It´s a fantastic opportunity for amateurs to play together with professionals at great venues! I really recommend all senior players to join the events and feel the good atmosphere!”

Algarvian Invitational 2022 - 4th-8th of January

Algarvian Charity Pro Am 2022 - 9th-16th of January 

Mallorca Senior Open 2022 - 9th-11th of  February 

Lisbon Senior Open 2022 - 27th-29th of May 

Padova Senior Open 2022 - 23rd-25th of June 

National Senior Open 2022 - 26th-28th of August 

Munich Senior Open 2022 - 12th-14th of September 

Valencia Senior Open 2022 - 13th-15th of October 

Marbella Senior Open 2022 - 5th-7th of December

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Algarvian Charity Pro Am 2021 - 10th-16th of January

Mallorca Senior Open 2021 - 6th-8th of May

Costa del Golf Senior Open 2021 - 28th-30th of May  

Lisbon Senior Open 2021 - 17th-19th of June

National Sen ior Open 2021 - 20th-22nd of August 

Munich Senior Open 2021 - 11th-13th of October 

Marbella Senior Open 2021 - 1st-3rd of December

Algarvian Inv itational 2020

Algarvian Charity Pro-Am 2020

Mallorca Senior Open 2020 - 20th-2 2nd of February

Norwegian Senior Open 2020 - 31st of July-2nd of August

National Senior Open 2020 - 21st-23rd of August

SGTE Senior Open at Olching 2020 - 5th-7th of October

Senior Golf Tour Europe Open 2020 - 6th-8th of November

Marbella Senior Open 2020 - 3rd-5th of December

The 2019 season was a big success!

In Portugal the first event was fully booked with 144 players and in Pro Am the week after it was 200 players! 

In Mallorca Senior Open there were 53 players from 13 nations and we had a new record with 7 women playing in the event!  We moved to Hungary and the beautiful Zala Springs Resort, then off to UK and the fantastic Rockliffe Hall.

Then we spent the days just outside Rome at Fiuggi and experienced the great Italian hospitality with wine and food. After Rome, it was time to travel up to the magic summer light in Scandinavia and  Norwegian Senior Open.

Then  some  fantastic days at  the  beautiful National Golf Resort in Lithuania After  Lithuania, we organized SGTE Senior Open at Golf Club  Olching which is one of the best golf courses in Germany. 

We were on Sardegna, Italy at the fantastic Is Molas golf resort for the Is Molas Senior Open 2019 and then moved to Asolo for the  Asolo International Pro Am.  And finally we ended the season with the Tour final at La Cala Golf Resort in Marbella!

Please go to the Tournament page for more information about our events:

Tournaments 2019

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Sean Coyle Golf Events Proudly Presents

Senior 50’s tour 2023.

Senior 50’s Tour Schedule!

Senior 50s Tour

Very pleased to announce the dates and venues for  Senior 50s Tour 2023 , as mentioned in earlier email we have some fantastic venues including  Delamere, Sherwood Forest, Beau Desert GC, Silloth on Soloway GC, Royal Lytham St Annes, and Fairhaven.

The Tour will start at Beautiful Hollinwell GC on  12th April  with stunning Sherwood Forest GC the following day.

Events will be 2 Days at Top venues, each event will have Category prizes  50-54  55-59  60+,  the tour will finish will at Royal Lytham & St Annes and Fairhaven in October but there will also be a Senior 50s Holiday/Golf competition late October which everyone is invited to join us. Players competing in all events throughout the season will receive a discount on end of Senior Holiday (if available to join us)  £50 deposit  will secure End of season holiday to Algarve 

All events will be 2 Days apart from Senior Coast Links Championship 

Details Below of the tour championship.

8th-20th October 2023 54 Hole Championship Over 3 of Britain’s Finest Championship Courses

Individual Stableford for Tour events (handicap limit 24) Gross & Nett, Holiday event will be Individual, Pairs & Team 

Tour Schedule 

WEDNESDAY 12TH APRIL HOLLINWELL GC & THURSDAY 13TH APRIL SHERWOOD FOREST GC   ENTER HERE

THURSDAY 11TH MAY DELAMERE FOREST GC    ENTER HERE

TUESDAY 11TH JULY BEAU DESERT GC   ENTER HERE

THURSDAY 24TH & FRIDAY 25TH AUGUST SILLOTH ON SOLWAY GC   ENTER HERE

THURSDAY 26TH OCTOBER 2023 – ROYAL LYTHAM & ST ANNES GC & FRIDAY 27TH OCTOBER FAIRHAVEN GC  ENTER HERE

Hollinwell/Sherwood                      £189.00

Delamere                                             £  95.00

Beau Desert                                        £  89.00

Silloth                                                    £120.00

Royal Lytham/Fairhaven                £259.00

The Senior Amateur Golf Tour is open to players of all skill levels. Members of the Tour must be of a minimum age of 50 on or before Oct 1, 2024.

2024 senior regionals.

FEB 9-10, 2024

Senior icebreaker.

Atlantic Dunes and Heron Point Sea Pines Resort Hilton Head, SC

FEB 24-25, 2024

Four ball championship.

Love Course and Dye Course Barefoot Resort and Golf Myrtle Beach, SC

MAR 23-24, 2024

Florida regional.

El Campeón and Las Colinas Mission Inn Resort Howey-In-The-Hills, FL

APR 16-17, 2024

Senior masters regional.

Cutter Creek Golf Club Snow Hill, NC

MAY 18-19, 2024

Hall of fame senior regional.

World Golf Village Slammer & Squire and King & Bear Jacksonville, FL

JUN 4-5, 2024

Music city regional.

Gaylord Spring Golf Links Nashville, TN

JUN 17-18, 2024

Virginia senior regional.

Williamsburg National Jamestown and Yorktown Williamsburg, VA

JUN 24-25, 2024

Sandhills regional.

Mid South Club Talamore Golf Resort Southern Pines, NC

JULY 22-23, 2024

The low country regional.

Caledonia Golf & Fish Club True Blue Golf Club Pawleys Island, SC

JUL 27-28, 2024

West coast regional.

Bear's Best Las Vegas Golf Course Las Vegas, NV

Aug 10-11, 2024

The players championship regional.

TPC Sawgrass Dye's Valley and Players Stadium Ponte Vedra Beach, FL

AUG 20-21, 2024

The senior open regional.

Jackson and Jones Courses Rock Barn Country Club & Spa Conover, NC

Congratulations to the 2023 Senior Amateur Tour National Champions!

Left to Right: Chad Frank , Orlando, FL - Champ Flight Mike Dowless, Eastern NC - A Flight Amalaraj Irudayaraj, Indianapolis, IN - B Flight John Bowman, Charlotte, NC - C Flight Roberto Benavides, Columbus, OH - D Flight

View pictures of the 2023 National Tour Championship here.

Over 434 senior players from 27 Local Tours competed in the 2023 Senior National Championship!

Hilton head island, s.c.  – this year’s tournament marked the 25th anniversary of the senior amateur tour. in all, 434 players competed in the two-day event and each one of our 27 local tours was represented. in the championship flight ,  chad frank  won his first senior national championship, but he is no stranger to being a national champion since he earned the title in 2007 as the golfweek amateur tour champion.  frank  opened the 2023 tournament at golden bear with a three-under-par round of 69 and a two-shot lead over bill shufelt and don o’malley.  the players all went to oyster reef for the second day to determine our 2023 senior national champion. going into the back nine trent gregory , bill shufelt , tony burbridge and ernie watson all put pressure on chad frank . frank stood on the 17th tee box with a comfortable lead until he double bogied the hole and shufelt only trailed by one shot. shufelt hit first and piped it right down the eighteenth fairway while frank hit his ball right and landed almost out of bounds under a bunch of trees. frank punched out and landed about 70 yards from the green while shufelt hit it on the green about 25 feet away for birdie. frank then hit the shot of the day going from 70 yards away to about 5 feet. shufelt rolled his putt and just missed on the low side before he tapped in for par. despite the pressure, frank found the cup and completed the amazing up and down for the victory. congratulations to all that battled on the back nine before we crowned chad frank with his first senior national championship., chad frank , orlando, fl (69-75—144) trent gregory , central, nc (75-70—145) bill shufelt , orlando, fl (71-74—145) tony burbridge , columbus, oh (75-71—146) eddie watson , michigan (73-73—146) in the a flight,  the field was close, and three players battled it out throughout the second day ( mike dowless, ronnie fowler and ronnie averett ) at the robert trent jones course in palmetto dunes . at one point, dowless, fowler and averett were either tied or held the lead outright.  in the end, on the final hole of the round, dowless finally won and earned bragging rights. fowler fired a 75 losing by one stroke while averett posted a 76 and lost by just two shots.  dowless now has the pleasure of being the 2023 a flight senior national champion., mike dowless , eastern, nc (75-73—148) ronnie fowler , nashville, tn (74-75—149) ronnie averett , mississippi (74-76—150) scott ide , charlotte, nc (76-76—152) kevin martin , charleston, sc (79-74—153) steve evans , jacksonville, fl (77-76—153) dana shoulders , columbus, oh (77-76—153) in the b flight,   amalaraj irudayaraj played consistently both days and finished two-strokes ahead of the field with a two-day total of 160. gil ro finished second at 162 and chris rogers placed third with a 163. once again, congratulations to amalaraj irudayaraj on his first ever win to become our 2023 b flight senior national champion., amalaraj irudayaraj , indianapolis, in (80-80—160) gil ro , central, nc (82-80—162) chris rogers , augusta, ga (82-81—163) jamie branham , central, nc (79-85—164) michael anderson , cincinnati/dayton, oh (84-81—165), the c flight saw the only sudden-death playoff of the week as john bowman and dennis guerriero remained tied after 36 holes. in a one hole sudden-death playoff, bowman was victorious. and took home his first-ever senior national championship with a two-day score of 171. guerriero cashed in second and mike grant finished third with a two-day total of 176., john bowman , charlotte, nc (82-89—171) * sudden-death win dennis guerriero , michigan (85-86---171) mike grant , charlotte, nc (89-87—176) john kline , columbus, oh (92-85--177) terry lawson , (90-87—177) in d flight,   roberto benavides came from behind to beat both stan lee ( by three shots) and les tice (by four shots) to become the senior national champion with a two-day score of 181. benavides had quite a week as he also finished in third place in the golfweek national championship. lee fired a two-day total of 184 and tice finished at 185 with benavides taking home the hardware and the title of 2023 d flight senior national champion. roberto benavides , columbus, oh (96-85—181) stan lee , cincinnati/dayton, oh (92-92—184) les tice , orlando, fl (93-92—185) benton smith , central carolina (93-93—186) mel portalatin , new jersey (93-94—187) central carolina got their name back on the team cup trophy with a two-day total of 1669.  finishing in second, and only two shots back, was last year’s cup winner jacksonville, fl at 1671. charlotte, nc  took third place with 1676 shots followed by  columbus, oh with 1680 and augusta, ga at 1694., turning to the edwin watts 2 man team challenge , be sure to congratulate the following teams for winning their flight with the two-day totals listed below:, champ flight: chad frank (orlando, fl) and bill shufelt ( orlando, fl ) 289 a flight:   ronnie averatt (mississippi) and tim rusk (louisiana) 306 b flight:   dave parker (indianapolis, in) and amalaraj irudayaraj (indianapolis, in) 331 c flight:   dennis guerriero (michigan) and scott holland (augusta, ga) 349 d flight:   benton smith (central carolina) and richard pfister (central carolina) 377, thanks to  palmetto dunes  and the arthur hills course for being host again for this year’s national championship. the senior amateur tour grew 2500 members on 27 local tours in 2023 and we are excited to add two more for 2024, this season marked the eighteenth year hilton head island hosted our national championships. our 1245 competitors (434 senior amateur tour/791 golfweek amateur tour) collectively played on nine courses: country club of hilton head, oyster reef gc, bear creek, golden bear, robert cupp at palmetto hall, hampton hall, atlantic dunes at sea pines and robert trent jones and arthur hills at palmetto dunes..

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2024 golf calendar: Key dates, results and venues for the majors, Solheim Cup, Presidents Cup and more

Sky Sports remains the home of golf in 2024, with the PGA Tour, DP World Tour, LPGA Tour and Ladies European Tour, along with all of the majors, the Solheim Cup and much more; Watch live every week on Sky Sports Golf

Monday 15 April 2024 01:31, UK

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Here are the dates, venues and results for all of golf's majors in 2024, along with the details for other significant events in the golfing calendar…

Men's majors

April 11-14 - The Masters - Augusta National, Augusta, Georgia [ winner - Scottie Scheffler ]

May 16-19 - PGA Championship - Valhalla Golf Club, Louisville, Kentucky

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June 13-16 - US Open - Pinehurst Resort and Country Club, Pinehurst, North Carolina

July 18-21 - The 152nd Open - Royal Troon, Troon, Scotland

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Women's majors

April 18-21 - The Chevron Championship - The Club at Carlton Woods, The Woodlands, Texas

May 30-June 2 - US Women's Open - Lancaster Country Club, Lancaster, Pennsylvania

Sky Sports Golf: Latest news and video

Full PGA Tour 2024 dates and schedule

DP World Tour: Full 2024 calendar

When is golf next live on Sky Sports?

June 20-23 - KPMG Women's PGA Championship - Sahalee Country Club, Sammamish, Washington

July 11-14 - The Amundi Evian Championship - Evian Resort Golf Club, Evian-les-Bains, France

August 22-25 - AIG Women's Open - St Andrews (Old Course), Fife, Scotland

International events

August 1-4 - Olympic Men's Golf Competition - Le Golf National, Paris

August 7-10 - Olympic Women's Golf Competition - Le Golf National, Paris

August 30-September 1 - Curtis Cup - Sunningdale Golf Club (Old Course), Berkshire, England

September 13-15 - Solheim Cup - Robert Trent Jones Golf Club, Gainesville, Virginia

September 26-29 - Presidents Cup - The Royal Montreal Golf Club, Montreal, Quebec, Canada

PGA Tour's signature events and FedExCup Playoffs

January 4-7 - The Sentry - Plantation Course at Kapalua, Maui, Hawaii [ winner - Chris Kirk ]

February 1-4 - AT&T Pebble Beach Pro-Am - Pebble Beach Golf Link, Pebble Beach, California [ winner - Wyndham Clark ]

February 15-18 The Genesis Invitational - The Riviera Country Club, Pacific Palisades, California [ winner - Hideki Matsuyama ]

March 7-10 - Arnold Palmer Invitational - Bay Hill Club and Lodge, Orlando, Florida [ winner - Scottie Scheffler ]

March 14-17 - The Players - TPC Sawgrass, Ponte Vedra Beach, Florida [ winner - Scottie Scheffler ]

April 18-21 - RBC Heritage - Harbour Town Golf Links, Hilton Head Island, South Carolina

May 9-12 - Wells Fargo Championship - Quail Hollow Club, Charlotte, North Carolina

June 6-9 The Memorial Tournament - Muirfield Village Golf Club, Dublin, Ohio

August 15-18 - FedEx St Jude Championship - TPC Southwind, Memphis, Tennessee

August 22-25 - BMW PGA Championship - Castle Pines Golf Club, Castle Rock, Colorado

August 29-September 1 - Tour Championship - East Lake Golf Club, Atlanta, Georgia

DP World Tour's Rolex Series events

January 18-21 - Hero Dubai Desert Classic - Emirates GC, Dubai, UAE [ winner - Rory McIlroy ]

July 11-14 - Genesis Scottish Open - The Renaissance Club, North Berwick, Scotland

September - 19-22 BMW PGA Championship - Wentworth Club, Virginia Water, Surrey

November - 7-10 Abu Dhabi Championship - Yas Links, Abu Dhabi, UAE

November - 14-17 DP World Tour Championship - Jumeriah Golf Estates, Earth Course, Dubai, UAE

Senior men's majors

May 9-12 - Regions Tradition - Greystone G&CC, Birmingham, Alabama

May 23-26 - KitchenAid Senior PGA Championship - Harbor Shores, Benton Harbor, Michigan

June 27-30 - US Senior Open - Newport Country Club, Newport, Rhode Island

July 11-14 - Kaulig Companies Championship, Firestone Country Club, Akron, Ohio

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The Moscow Metro Tour is included in most guided tours’ itineraries. Opened in 1935, under Stalin’s regime, the metro was not only meant to solve transport problems, but also was hailed as “a people’s palace”. Every station you will see during your Moscow metro tour looks like a palace room. There are bright paintings, mosaics, stained glass, bronze statues… Our Moscow metro tour includes the most impressive stations best architects and designers worked at - Ploshchad Revolutsii, Mayakovskaya, Komsomolskaya, Kievskaya, Novoslobodskaya and some others.

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The guide will not only help you navigate the metro, but will also provide you with fascinating background tales for the images you see and a history of each station.

And there some stories to be told during the Moscow metro tour! The deepest station - Park Pobedy - is 84 metres under the ground with the world longest escalator of 140 meters. Parts of the so-called Metro-2, a secret strategic system of underground tunnels, was used for its construction.

During the Second World War the metro itself became a strategic asset: it was turned into the city's biggest bomb-shelter and one of the stations even became a library. 217 children were born here in 1941-1942! The metro is the most effective means of transport in the capital.

There are almost 200 stations 196 at the moment and trains run every 90 seconds! The guide of your Moscow metro tour can explain to you how to buy tickets and find your way if you plan to get around by yourself.

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40 facts about elektrostal.

Written by Lanette Mayes

Modified & Updated: 02 Mar 2024

Reviewed by Jessica Corbett

Elektrostal is a vibrant city located in the Moscow Oblast region of Russia. With a rich history, stunning architecture, and a thriving community, Elektrostal is a city that has much to offer. Whether you are a history buff, nature enthusiast, or simply curious about different cultures, Elektrostal is sure to captivate you.

This article will provide you with 40 fascinating facts about Elektrostal, giving you a better understanding of why this city is worth exploring. From its origins as an industrial hub to its modern-day charm, we will delve into the various aspects that make Elektrostal a unique and must-visit destination.

So, join us as we uncover the hidden treasures of Elektrostal and discover what makes this city a true gem in the heart of Russia.

Key Takeaways:

• Elektrostal, known as the “Motor City of Russia,” is a vibrant and growing city with a rich industrial history, offering diverse cultural experiences and a strong commitment to environmental sustainability.
• With its convenient location near Moscow, Elektrostal provides a picturesque landscape, vibrant nightlife, and a range of recreational activities, making it an ideal destination for residents and visitors alike.

Known as the “Motor City of Russia.”

Elektrostal, a city located in the Moscow Oblast region of Russia, earned the nickname “Motor City” due to its significant involvement in the automotive industry.

Home to the Elektrostal Metallurgical Plant.

Elektrostal is renowned for its metallurgical plant, which has been producing high-quality steel and alloys since its establishment in 1916.

Boasts a rich industrial heritage.

Elektrostal has a long history of industrial development, contributing to the growth and progress of the region.

Founded in 1916.

The city of Elektrostal was founded in 1916 as a result of the construction of the Elektrostal Metallurgical Plant.

Located approximately 50 kilometers east of Moscow.

Elektrostal is situated in close proximity to the Russian capital, making it easily accessible for both residents and visitors.

Known for its vibrant cultural scene.

Elektrostal is home to several cultural institutions, including museums, theaters, and art galleries that showcase the city’s rich artistic heritage.

A popular destination for nature lovers.

Surrounded by picturesque landscapes and forests, Elektrostal offers ample opportunities for outdoor activities such as hiking, camping, and birdwatching.

Hosts the annual Elektrostal City Day celebrations.

Every year, Elektrostal organizes festive events and activities to celebrate its founding, bringing together residents and visitors in a spirit of unity and joy.

Has a population of approximately 160,000 people.

Elektrostal is home to a diverse and vibrant community of around 160,000 residents, contributing to its dynamic atmosphere.

Boasts excellent education facilities.

The city is known for its well-established educational institutions, providing quality education to students of all ages.

A center for scientific research and innovation.

Elektrostal serves as an important hub for scientific research, particularly in the fields of metallurgy, materials science, and engineering.

Surrounded by picturesque lakes.

The city is blessed with numerous beautiful lakes, offering scenic views and recreational opportunities for locals and visitors alike.

Well-connected transportation system.

Elektrostal benefits from an efficient transportation network, including highways, railways, and public transportation options, ensuring convenient travel within and beyond the city.

Famous for its traditional Russian cuisine.

Food enthusiasts can indulge in authentic Russian dishes at numerous restaurants and cafes scattered throughout Elektrostal.

Home to notable architectural landmarks.

Elektrostal boasts impressive architecture, including the Church of the Transfiguration of the Lord and the Elektrostal Palace of Culture.

Offers a wide range of recreational facilities.

Residents and visitors can enjoy various recreational activities, such as sports complexes, swimming pools, and fitness centers, enhancing the overall quality of life.

Provides a high standard of healthcare.

Elektrostal is equipped with modern medical facilities, ensuring residents have access to quality healthcare services.

Home to the Elektrostal History Museum.

The Elektrostal History Museum showcases the city’s fascinating past through exhibitions and displays.

A hub for sports enthusiasts.

Elektrostal is passionate about sports, with numerous stadiums, arenas, and sports clubs offering opportunities for athletes and spectators.

Celebrates diverse cultural festivals.

Throughout the year, Elektrostal hosts a variety of cultural festivals, celebrating different ethnicities, traditions, and art forms.

Electric power played a significant role in its early development.

Elektrostal owes its name and initial growth to the establishment of electric power stations and the utilization of electricity in the industrial sector.

Boasts a thriving economy.

The city’s strong industrial base, coupled with its strategic location near Moscow, has contributed to Elektrostal’s prosperous economic status.

Houses the Elektrostal Drama Theater.

The Elektrostal Drama Theater is a cultural centerpiece, attracting theater enthusiasts from far and wide.

Popular destination for winter sports.

Elektrostal’s proximity to ski resorts and winter sport facilities makes it a favorite destination for skiing, snowboarding, and other winter activities.

Promotes environmental sustainability.

Elektrostal prioritizes environmental protection and sustainability, implementing initiatives to reduce pollution and preserve natural resources.

Home to renowned educational institutions.

Elektrostal is known for its prestigious schools and universities, offering a wide range of academic programs to students.

Committed to cultural preservation.

The city values its cultural heritage and takes active steps to preserve and promote traditional customs, crafts, and arts.

Hosts an annual International Film Festival.

The Elektrostal International Film Festival attracts filmmakers and cinema enthusiasts from around the world, showcasing a diverse range of films.

Encourages entrepreneurship and innovation.

Elektrostal supports aspiring entrepreneurs and fosters a culture of innovation, providing opportunities for startups and business development.

Offers a range of housing options.

Elektrostal provides diverse housing options, including apartments, houses, and residential complexes, catering to different lifestyles and budgets.

Home to notable sports teams.

Elektrostal is proud of its sports legacy, with several successful sports teams competing at regional and national levels.

Boasts a vibrant nightlife scene.

Residents and visitors can enjoy a lively nightlife in Elektrostal, with numerous bars, clubs, and entertainment venues.

Promotes cultural exchange and international relations.

Elektrostal actively engages in international partnerships, cultural exchanges, and diplomatic collaborations to foster global connections.

Surrounded by beautiful nature reserves.

Nearby nature reserves, such as the Barybino Forest and Luchinskoye Lake, offer opportunities for nature enthusiasts to explore and appreciate the region’s biodiversity.

Commemorates historical events.

The city pays tribute to significant historical events through memorials, monuments, and exhibitions, ensuring the preservation of collective memory.

Promotes sports and youth development.

Elektrostal invests in sports infrastructure and programs to encourage youth participation, health, and physical fitness.

Hosts annual cultural and artistic festivals.

Throughout the year, Elektrostal celebrates its cultural diversity through festivals dedicated to music, dance, art, and theater.

Provides a picturesque landscape for photography enthusiasts.

The city’s scenic beauty, architectural landmarks, and natural surroundings make it a paradise for photographers.

Connects to Moscow via a direct train line.

The convenient train connection between Elektrostal and Moscow makes commuting between the two cities effortless.

A city with a bright future.

Elektrostal continues to grow and develop, aiming to become a model city in terms of infrastructure, sustainability, and quality of life for its residents.

In conclusion, Elektrostal is a fascinating city with a rich history and a vibrant present. From its origins as a center of steel production to its modern-day status as a hub for education and industry, Elektrostal has plenty to offer both residents and visitors. With its beautiful parks, cultural attractions, and proximity to Moscow, there is no shortage of things to see and do in this dynamic city. Whether you’re interested in exploring its historical landmarks, enjoying outdoor activities, or immersing yourself in the local culture, Elektrostal has something for everyone. So, next time you find yourself in the Moscow region, don’t miss the opportunity to discover the hidden gems of Elektrostal.

Q: What is the population of Elektrostal?

A: As of the latest data, the population of Elektrostal is approximately XXXX.

Q: How far is Elektrostal from Moscow?

A: Elektrostal is located approximately XX kilometers away from Moscow.

Q: Are there any famous landmarks in Elektrostal?

A: Yes, Elektrostal is home to several notable landmarks, including XXXX and XXXX.

Q: What industries are prominent in Elektrostal?

A: Elektrostal is known for its steel production industry and is also a center for engineering and manufacturing.

Q: Are there any universities or educational institutions in Elektrostal?

A: Yes, Elektrostal is home to XXXX University and several other educational institutions.

Q: What are some popular outdoor activities in Elektrostal?

A: Elektrostal offers several outdoor activities, such as hiking, cycling, and picnicking in its beautiful parks.

Q: Is Elektrostal well-connected in terms of transportation?

A: Yes, Elektrostal has good transportation links, including trains and buses, making it easily accessible from nearby cities.

Q: Are there any annual events or festivals in Elektrostal?

A: Yes, Elektrostal hosts various events and festivals throughout the year, including XXXX and XXXX.

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How to Write an Executive Summary in 6 Steps

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When you’re starting a business, one of the first things you need to do is write a business plan. Your business plan is like a roadmap for your business, so you can lay out your goals and a concrete plan for how you’ll reach them.

Not only is a business plan essential for any business owner, but it’s also a requirement if you decide to apply for small business funding or find investors. After all, before a bank or individual hands over any money, they’ll want to be sure your company is on solid ground (so they can get their money back).

A business plan consists of several pieces, from an executive summary and market analysis to a financial plan and projections. The executive summary will be the first part of your business plan.

If wondering how to write an executive summary has kept you from completing your business plan, we’re here to help. In this guide, we’ll explain what an executive summary is and provide tips for writing your own so your business plan can start strong.

What is an executive summary?

An executive summary is a short, informative, and easy-to-read opening statement to your business plan. Even though it’s just one to two pages, the executive summary is incredibly important.

An executive summary tells the story of what your business does, why an investor might be interested in giving funds to your business, why their investment will be well-spent, and why you do what you do. An executive summary should be informative, but it should also capture a busy reader’s attention.

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We’ll start with a brief questionnaire to better understand the unique needs of your business.

Once we uncover your personalized matches, our team will consult you on the process moving forward.

Why write an executive summary?

Anyone you’re sending your executive summary and business plan to is likely busy—very busy. An entire business plan is long, involved, and deals with a lot of numbers.

Someone busy wants to get an understanding of your business, and they want to do it quickly, which is to say not by diving into a complicated, 80-page business plan. That’s where your executive summary comes in.

An executive summary provides just the opportunity to hook someone’s interest, tell them about your business, and offer a clear selling point as to why they should consider investing in your business.

Your executive summary is your chance to sell your business to potential investors and show them your business is worth not only their money but also their time.

What to include in an executive summary

By its nature, an executive summary is short. You must be able to clearly communicate the idea of your business, what sets you apart, and how you plan to grow into a successful enterprise.

The subsequent sections of your business plan will go into more detail, but your executive summary should include the most critical pieces of your business plan—enough to stand on its own, as it’s often the only thing a prospective investor will read. Here’s what your executive summary should include—consider it an executive summary template from which you can model your own.

1. The hook

The first sentence and paragraph of your executive summary determine whether or not the entire executive summary gets read. That’s why the hook or introduction is so important.

In general, a hook is considered anything that will get a reader’s attention. While an executive summary is a formal business document, you do want your hook to make you stand out from the crowd—without wasting time.

Your hook can be sharing something creative about your company, an interesting fact, or just a very well-crafted description of your business. It’s crucial to craft your hook with the personality of your reader in mind. Give them something that will make your company stand out and be memorable among a sea of other business plans.

Grab their attention in the first paragraph, and you’re much more likely to get your executive summary read, which could lead to an investment.

2. Company description summary

Now that you’ve hooked your reader, it’s time to get into some general information about your business. If an investor is going to give you money, after all, they first need to understand what your company does or what product you sell and who is managing the company.

Your company description should include information about your business, such as when it was formed and where you’re located; your products or services; the founders or executive team, including names and specific roles; and any additional details about the management team or style.

3. Market analysis

Your market analysis in the executive summary is a brief description of what the market for your business looks like. You want to show that you have done your research and proven that there is a need for your specific product or services. Some questions you should answer:

• Who are your competitors?

Is there a demand for your products or services?

What advantages do you have that make your business unique in comparison to others?

To reiterate, stick to the highlights of your market analysis in your executive summary. You’ll provide a complete analysis in a separate section of your business plan, but you should be able to communicate enough in the executive summary that a potential investor can gauge whether your business has potential.

4. Products and services

Now that you’ve established a need in the market, it’s time to show just how your business will fill it. This section of your executive summary is all about highlighting the product or service that your company offers. Talk about your current sales, the growth you’ve seen so far, and any other highlights that are a selling point for your company.

This is also a good time to identify what sets your business apart and gives you a competitive advantage. After all, it’s unlikely that your business is the first of its kind. Highlight what you do better than the competition and why potential customers will choose your product or service over the other options on the market.

5. Financial information and projections

In this section of your executive summary, you want to give the reader an overview of your current business financials. Again, you’ll go more in-depth into this section later in your business plan, so just provide some highlights. Include your current sales and profits (if you have any), as well as what funding you’re hoping to acquire and how this will affect your financials in the next few years.

This is also where you can explain what funding, if any, you’ve received in the past. If you paid back your loan on time, this is an especially bright selling point for potential lenders.

6. Future plans

While asking for what funding you need is essential, you’ve also got to make clear what you’re going to use that funding for. If you’re asking for money, you want the person to know you have a plan to put those funds to good use.

Are you hoping to open another location, expand your product line, invest in your marketing efforts? This final section of your executive summary should detail where you want your business to go in the future, as well as drive home how funding can help you get there.

Tips for writing an executive summary

Even if you include each part of a good executive summary, you might not get noticed. What is written can be just as important as how it’s written. An executive summary has to strike a delicate balance between formal, personable, confident, and humble.

1. Be concise

An executive summary should include everything that’s in your business plan, just in a much shorter format. Writing a concise executive summary is no easy task and will require many revisions to get to the final draft. And while this is the first section of your executive summary, you’ll want to write it last, after you’ve put together all the other elements.

To choose your most important points and what should be included in the executive summary, go through your business plan, and pull out single-line bullet points. Go back through those bullet points and eliminate everything unnecessary to understanding your business.

Once you have your list of bullet points narrowed down, you can start writing your executive summary. Once it’s written, go back in and remove any unnecessary information. Remember, you should only be including the highlights—you have the rest of your business plan to go into more detail. The shorter and clearer your executive summary is, the more likely someone is to read it.

2. Use bullet points

One simple way to make your executive summary more readable is to use bullet points. If someone is reading quickly or skimming your executive summary, extra whitespace can make the content faster and easier to read.

Short paragraphs, short sentences, and bullet points all make an executive summary easier to skim—which is likely what the reader is doing. If important numbers and convincing stats jump out at the reader, they’re more likely to keep reading.

3. Speak to your audience

When writing your executive summary, be sure to think about who will be reading it; that’s who you’re speaking to. If you can personalize your executive summary to the personality and interests of the person who will read it, you’re more likely to capture their attention.

Personalizing might come in the form of a name in the salutation, sharing details in a specific way you know that person likes and the tone of your writing. An executive summary deals with business, so it will generally have a formal tone. But, different industries may be comfortable with some creativity of language or using shorthand to refer to certain ideas.

Know who you’re speaking to and use the right tone to speak to them. That might be formal and deferential, expert and clipped, informal and personable, or any other appropriate tone. This may also involve writing different versions of your executive summary for different audiences.

4. Play to your strengths

One of the best ways to catch the attention of your reader is to share why your business is unique. What makes your business unique is also what makes your business strong, which can capture a reader’s interest and show them why your business is worth investing in. Be sure to highlight these strengths from the start of your executive summary.

5. Get a test reader

Once you’ve written and edited your executive summary, you need a test reader. While someone in your industry or another business owner can be a great resource, you should also consider finding a test reader with limited knowledge of your business and industry. Your executive summary should be so clear that anyone can understand it, so having a variety of test readers can help identify any confusing language.

If you don’t have access to a test reader, consider using tools such as Hemingway App and Grammarly to ensure you’ve written something that’s easy to read and uses proper grammar.

How long should an executive summary be?

There’s no firm rule on how long an executive summary should be, as it depends on the length of your business plan and the depth of understanding needed by the reader to fully grasp your ask.

That being said, it should be as short and concise as you can get it. In general, an executive summary should be one to two pages in length.

You can fudge the length slightly by adjusting the margin and font size, but don’t forget readability is just as important as length. You want to leave plenty of white space and have a large enough font that the reader is comfortable while reading your executive summary. If your executive summary is hard to read, it’s less likely your reader will take the time to read your business plan.

What to avoid in an executive summary

While the rules for writing a stellar executive summary can be fuzzy, there are a few clear rules for what to avoid in your executive summary.

Your executive summary should avoid:

Focusing on investment. Instead, focus on getting the reader to be interested enough to continue and read your business plan or at least schedule a meeting with you.

Clichés, superlatives, and claims that aren’t backed up by fact. Your executive summary isn’t marketing material. It should be straightforward and clear.

Avoiding the executive summary no-nos is just as important as striking the right tone and getting in the necessary information for your reader.

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The bottom line

While an executive summary is short, it’s challenging to write. Your executive summary condenses your entire introduction, business description, business plan, market analysis, financial projections, and ask into one to two pages. Condensing information down to its most essential form takes time and many drafts. When you’re putting together your business plan’s executive summary, be sure to give yourself plenty of time to write it and to seek the help of friends or colleagues for editing it to perfection.

However, some tools make crafting a business plan, including your executive summary, a simpler process. A business plan template is a great place to start, and business plan software can especially help with the design of your business plan. After all, a well-written executive summary can make all the difference in obtaining funding for your business, so you’ll want all the help you can get.

This article originally appeared on JustBusiness, a subsidiary of NerdWallet.

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How To Write an Executive Summary With Example

Make Writing Your Executive Summary Easier With This Example

Susan Ward wrote about small businesses for The Balance for 18 years. She has run an IT consulting firm and designed and presented courses on how to promote small businesses.

How To Write an Executive Summary

What to include in an executive summary, executive summary example.

The Balance / Jo Zhou

An executive summary is a brief overview at the beginning of your business plan. It should provide a short, concise summary of your business that captures the reader's attention and gives them an interest in learning more about it. See an example of a business plan's executive summary so you can begin writing one of your own.

Key Takeaways

• An executive summary is a concise overview of the business plan.
• Place the executive summary near the beginning of the business plan.
• Before you write the executive summary, you'll have to write the rest of the business plan first.
• The executive summary should contain all relevant information about the business, including name, mission, services offered, market, and financial projections.

The executive summary goes near the beginning of the business plan but is written last. To include a summary of the different parts of your business plan, you'll need to write them first.

When you write the executive summary, keep it under two pages. The executive summary should contain brief summaries of other sections of the plan. 

The idea is to give a brief overview of your business first before going into detail about each of the different parts.

The executive summary should contain all of the important information about your business, such as:

• Business name
• Business location
• Your mission as a company
• A history of the company
• Management and advisors
• Services or products offered
• The market for your offerings
• Your business's competitive advantages
• Your financial projections
• Startup financing required, if any

Format the executive summary clearly and attractively, with headings for each section. Your word processing software may have a template you can use that will make your business plan look good.

It's always easier to write something if you can read an example first, so here's an executive summary example that you can use as a model for your own business plan's executive summary.

This executive summary is for a fictional company called Pet Grandma Inc.

Pet Grandma Inc. offers superior on-site pet sitting and exercising services for dogs and cats, providing the personal loving pet care that the owners themselves would provide if they were home. Our team will ensure that pet owners can take business trips or vacations knowing that their pets are in good hands.

Company and Management

Pet Grandma Inc. is headquartered in the City of West Vancouver and  incorporated  in the Province of British Columbia. The company is owned by partners Pat Simpson and Terry Estelle. Pat has extensive experience in animal care while Terry has worked in  sales and marketing  for 15 years.

The management of Pet Grandma Inc. consists of co-owners Pat Simpson and Terry Estelle. Both partners will be taking hands-on management roles in the company. In addition, we have assembled a  board of advisors  to provide management expertise. The advisors are:

•  Juliette LeCroix, partner at LeCroix Accounting LLP
•  Carey Boniface, veterinarian and partner at Little Tree Animal Care Clinic
•  John Toms, president of Toms Communications Ltd.

Our clients are dog owners and cat owners who choose to leave their pets at home when they travel, or who want their pets to have company when their owners are at work. Pet Grandma Inc. offers a variety of pet care services, all in the pet’s home environment, including:

• Dog walking
• Daily visits
• 24-hour care for days or weeks
• Administration of medications by qualified staff
• Emergency treatment in case of illness (arranged through veterinarians)
• Plant watering
• Mail collection
• Garbage/recycling

Across Canada, the pet care business has seen an explosion of growth over the last three years. West Vancouver is an affluent area with a high pet density. Our  market research  has shown that nine out of 10 pet owners polled in West Vancouver would prefer to have their pets cared for in their own homes when they travel rather than be kenneled and six out of 10 would consider having a pet sitter provide company for their dog when they were at work.

Competitive Advantages

While there are currently eight businesses offering pet sitting in West Vancouver, only three of these offer on-site pet care and none offers “pet visit” services for working pet owners.

Pet Grandma ’s marketing strategy is to emphasize the quality of pet care we provide (“a Grandma for your pet!”) and the availability of our services. Dog owners who work, for instance, will come home to find happy, friendly companions who have already been exercised and walked, instead of demanding, whiny animals.

All pet services will be provided by animal care-certified staff.

All employees are insured and bonded.

Financial Projections

Based on the size of our market and our defined market area, our  sales projections  for the first year are $340,000. We project a growth rate of 10% per year for the first three years.

The salary for each of the co-owners will be $40,000. At startup, we will have six trained staff to provide pet services and expect to  hire  four more this year once  financing  is secured. To begin with, co-owner Pat Simpson will be scheduling appointments and coordinating services, but we plan to hire a full-time receptionist this year as well.

Already we have service commitments from more than 40 clients and plan to aggressively build our client base through newspaper, website, social media, and direct mail advertising. The loving, on-site professional care that Pet Grandma Inc. will provide is sure to appeal to cat and dog owners throughout the West Vancouver area.

Startup Financing Requirements

We are seeking an operating line of $150,000 to finance our first-year growth. Together, the co-owners have invested $62,000 to meet working capital requirements.

How to Write a Powerful Executive Summary [+4 Top Examples]

Published: August 31, 2023

Whether you're an entrepreneur looking for investors for your small business or the CEO of a large corporation, an executive summary can help you succeed and is a critical component for long-term growth.

A short, attention-grabbing executive summary is an essential part of your business plan . Done correctly, it will ensure your company becomes or remains a key player in your industry. In this post, you’ll learn what an executive summary is and how to write one that engages investors, customers, and general audiences.

• Executive Summary

An executive summary is a brief overview of a long document, such as a business plan, proposal, or report. It's a section that grabs readers’ attention and summarizes critical information from the document, such as the problem or opportunity being addressed, objectives, key findings, goals, and recommendations.

Some documents that may have an executive summary include:

• Business plans

Research documents

Project proposals

• Annual reports

Ultimately, the executive summary is meant to inform readers of the most important information in the document, so they don't have to read it all and can get caught up quickly.

Free Executive Summary Template

Use this executive summary template to provide a summary of your report, business plan, or memo.

• Company & Opportunity
• Industry & Market Analysis
• Management & Operations

Financial Plan

You're all set.

Click this link to access this resource at any time.

Executive Summary vs. Business Plan

All business plans have an executive summary, but not all executive summaries belong to business plans.

A business plan includes a company overview, your company's short-term and long-term goals, information on your product or service, sales targets, expense budgets, your marketing plan, and a list including each member of your management team. In this case, the executive summary is the first section of the business plan that convinces readers that it’s worth their time to read the whole thing.

Business plans are very detailed and comprehensive, and can be as short as a dozen pages or as long as 100 pages. However, a CEO or investor might not have the interest or time to read your full business plan without first getting the general gist of your company or goals through an executive summary.

Executive Summary vs. Mission Statement

Mission statements and executive summaries are typically both found in business plans, but they serve different purposes.

A mission statement defines your organization’s purpose, values, and vision. It’s your company’s north star and communicates your core identity and reason for existence. On the other hand, an executive summary provides a high-level overview of the document.

Ultimately, your mission statement provides direction for developing your business plan, while your executive summary describes your business plan to executives and shareholders.

Executive Summary vs. Company Description

Like mission statements and executive summaries, company descriptions can also be found in business plans as well as the “About us” page of your website . It provides an overview of your business, including essential details like company history, what your company does, unique selling points, goals, management team, and overall value proposition.

Executive Summary vs. Objective

An objective is a specific goal or target that your company takes aims to achieve its overall goal. It is a concrete, measurable outcome that guides your business’s actions and decisions. Objectives are usually set at the strategic level and are typically aligned with the company’s mission, vision, and overall strategic plan.

Company objectives are often included in executive summaries, but are not the sole focus of them.

What is the purpose of an executive summary?

Writing an executive summary may not seem that necessary. After all, you can find the same information just by reading the rest of the document.

However, the executive summary serves many purposes for your document and those who read it. Here are some of the benefits of having one:

• It saves your readers time. CEOs and investors often have limited time to review lengthy documents. An executive summary allows them to quickly grasp the main points, key findings, and recommendations without needing to read the entire document.
• It provides clarity and conciseness. By providing a condensed overview, executive summaries help to distill complex information and present it in a manner that’s easy to understand.
• It helps with document navigation. For longer documents or reports, an executive summary provides a roadmap for readers. It helps them navigate through the document by signaling the main sections or topics covered, improving overall document usability and accessibility.

To write an impressive executive summary that effectively embodies all the important elements of your business plan, we've cultivated a list of necessary components for an executive summary, as well as an example to get you started.

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How to write an executive summary.

A good executive summary tells your company’s story, contains in-depth research, conveys information with an appropriate tone, is void of clichés, and follows your business plan’s structure. These elements will ensure your executive summary is effective, informative, and impactful.

1. Tell your story.

When investors or CEO's read your executive summary, they should understand what your business is about. This is one of the first elements of your business plan, so it should set the tone.

In your executive summary, be sure to tell your story and include an overview about what your company does and why you do what you do. You can also briefly highlight important details about your company’s management.

For instance, you could talk about your founder or CEO’s qualifications and motivations. You can also provide a high-level summary of your company’s business operations and any management methods or best practices that you abide by.

You’ll also want to explain the problem or opportunity that is being addressed, and how it is valuable to investors and customers. Think of this like an elevator pitch . If someone stopped reading and you only had the executive summary to explain your company, what information would you include?

2. Highlight important data.

An executive summary, while short, should include plenty of research.

Highlight the most important findings and insights from the document, including any critical data or statistics discovered in your competitor analysis . While your business plan will flesh out the details, it's important to include your key findings in your executive summary.

You should also provide a basic rundown of your target market, how you plan on addressing their needs and pain points, and how you will reach them.

Additionally, you should include key financial information. The main points you should cover are the overall budget, the price per product/service, and your financial projections.

3. Pay attention to your tone.

Although the tone of your executive summary should be professional and concise, it should also be true to your company and target audience. Aim to convey a sense of authority and credibility while remaining accessible and engaging.

Here are some tips to keep in mind:

• Focus on presenting information objectively with facts and evidence.
• Don’t voice your personal opinions or use subjective statements.
• Strive for clarity and simplicity in your language and ensure that your message is easily understood.
• Avoid unnecessarily complexity or convolution.
• Don’t use hyperbole or excessive claims.
• Use strong verbs, active voice, and concise language to make your points effectively.
• Aim to resonate with the reader’s interests and concerns.

By striking the right balance between professionalism, clarity, and engagement, you can effectively deliver your message and compel the reader to take action or make informed decisions based on the summary.

4. Avoid cliché language.

With any style of writing, it's best to avoid clichés. Clichés can convey the wrong message or be misunderstood, which is something you want to avoid when someone reads your executive summary.

Additionally, clichés tend to overpromise and under-deliver. For example, including something like “The Best Restaurant in Town” isn‘t true because you’re untested as a business. Your executive summary should reflect the truth and who you are as a company.

To avoid clichés while writing, it’s essential to be aware of their presence. Familiarize yourself with common clichés and be mindful of them as you write. Some examples include:

• “Thinking outside the box”
• “Innovative solutions”
• “Cutting-edge technology”

Instead of relying on these overused phrases, be descriptive and embrace the uniqueness of your brand when writing your executive summary. For instance, there’s no need to vaguely refer to your product as a “game-changer,” when you could explain how it benefits your target audience instead. Show, don’t tell.

By staying true to your voice and delivering an honest message, you can keep your writing fresh and your audience engaged.

5. Write it after completing your business plan.

An executive summary is a summary of your business plan. However, it‘s hard to write a summary when you haven’t written your business plan yet. That's why your executive summary should be the final thing you write.

By saving this step for last, you’re able to gain a thorough understanding of the entire plan, including your business’s goals, strategies, market analysis, and financial projections. This enables you to accurately depict the most important aspects in your summary.

If you write you executive summary first, you’re more likely to miscommunicate the essence of your business plan to executives and shareholders. Sure, you may have an outline prepare, but not having all the information can lead to inconsistencies or inaccuracies in your summary. You also risk including irrelevant details or omitting important details that come up during the planning process.

Ultimately, writing your executive summary last ensures that precisely represents the content and findings your plan.

If you don’t have a business plan yet, don’t worry; we have a comprehensive business plan template to help you create one quickly and effectively.

Featured Resource: Business Plan Template

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Now that you know how to write an executive summary, let's dive into the details of what to include.

What to Include in Your Executive Summary

Your business plan should convey your company‘s mission, your product, a plan for how you’ll stand out from competitors, your financial projections, your company's short and long-term goals, your buyer persona, and your market fit.

Ultimately, an executive summary should provide a preview for investors or CEO's, so they know what to expect from the rest of your report. Your executive summary should include:

• The name, location, and mission of your company
• A description of your company, including management, advisors, and brief history
• Your product or service, where your product fits in the market, and how your product differs from competitors in the industry
• Financial considerations, start-up funding requirements, or the purpose behind your business plan — mention what you hope the reader will help your company accomplish

While there is no hard and fast rule for the exact length, executive summaries typically range from one to three pages. However, it's important to note that the length should be determined by the document it accompanies and the content itself rather than a predetermined page count.

At the end of the day, your executive summary should engage the reader and highlight the most important points of your document while avoiding unnecessary details.

Feeling at a loss? Download a free template below that will take you through the executive summary creation process.

Executive Summary Template

Download Your Free Executive Summary Template Here

In this free executive summary template, you’ll be able to outline several pieces of information, including:

• Introduction: Explain what your executive summary contains.
• Company & Opportunity: Explain who you are and your biggest opportunities for growth.
• Industry & Market Analysis: Explain the state of your industry and your target market.
• Management & Operations: Explain who your key leaders are and their roles.
• Implementation & Marketing: Explain how you plan to deploy your product to the marketplace.
• Financial Plan: Explain your company’s finances. Change the verbiage depending on whether you’re writing to investors or a general audience.
• Conclusion: Summarize what you’ve covered.

Ready? Download your free executive summary template .

To understand more tactically how an executive summary should look, let’s review a few examples.

Executive Summary Examples

1. connected.

Connected’s executive summary immediately grabs your attention with its headline, which describes what the company does in a succinct, clear way. Even if you don’t read the rest of the summary, you’ll understand what Connected does from the heading alone. The company then goes into its history, mission, and values at length.

Try It Yourself

Use the heading of your page to immediately describe what you do, as opposed to using “About Us” or “Executive Summary” as the title. Give readers the opportunity to get what they need above the fold and the option to read more. Note that this would not apply in an executive summary in a business plan.

2. Events Industry Council

Events Industry Council’s executive summary is short and sweet, yet provides plenty of information for readers to understand what the organization does and which products it offers. Note the brevity in the mission, vision, and values sections — that demonstrates that there’s no need to go on at length if it doesn’t suit you. The “Who we are” section has the most emphasis here, which is a powerful technique to draw readers’ attention.

Spend more time in the section that you feel your audience will care most about. If you’re pitching to investors, you might spend more time on the Market Analysis and Financials sections. If you’re writing for a general audience, you might focus on your company background.

3. Company Shop Group

One of the first things you see when visiting Company Shop Group’s About Us page is its subheading: “Company Shop Group is the UK’s leading redistributor of surplus food and household products.” Like Connected, Company Shop Group includes what it does above the fold, so that readers have the option to either keep reading or walk away knowing what the company is about. The organization also includes multimedia to engage visitors and explain its business model in a more digestible format.

Include what you do above the fold and add multimedia elements to provide an alternative way for readers to learn more about you. Videos, images, and headings can make it much easier to scan your executive summary, but be careful to only use this method for the right audience and through the right medium. (You might not include images inside a formal business plan, for instance.)

4. FirstEnergy

FirstEnergy’s executive summary is great inspiration if you’re a more corporate, formal brand. The company’s executive summary covers its mission, subsidiaries, operations, products and services, corporate responsibility values, and strategic plan goals. This is useful information for potential investors, as the company is publicly traded.

While it’s comprehensive, the executive summary remains short, using bullet points and images to break up the information and giving readers the opportunity to explore more with a sidebar menu.

Be conscious of the status of your company when writing your executive summary. If it’s publicly traded, you’ll want to include more information, such as your strategic plan and expansion opportunities. If you’re publishing your executive summary on your website, use a sidebar to allow readers to jump from page to page without leaving their place.

Start Your Executive Summary

An executive summary should be short and concise, but it should still convey who you are as a company. If you're starting a company, remember to tell your story, while also including important background and financial information. A strong executive summary will pave the way for more investors to invest in your business and more customers to trust in your brand.

Editor's note: This post was originally published in December 2018 and has been updated for comprehensiveness.

This article was written by a human, but our team uses AI in our editorial process. Check out our full disclosure to learn more about how we use AI.

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How to Write an Executive Summary (Example & Template Included)

Here’s the good news: an executive summary is short. It’s part of a larger document like a business plan, business case or project proposal and, as the name implies, summarizes the longer report.

Here’s the bad news: it’s a critical document that can be challenging to write because an executive summary serves several important purposes. On one hand, executive summaries are used to outline each section of your business plan, an investment proposal or project proposal. On the other hand, they’re used to introduce your business or project to investors and other stakeholders, so they must be persuasive to spark their interest.

Writing an Executive Summary

The pressure of writing an executive summary comes from the fact that everyone will pay attention to it, as it sits at the top of that heap of documents. It explains all that follows and can make or break your business plan or project plan . The executive summary must know the needs of the potential clients or investors and zero in on them like a laser. Fortunately, we’ll show you how to write and format your executive summary to do just that.

Getting everything organized for your executive summary can be challenging. ProjectManager can help you get your thoughts in order and collaborate with your team. Our powerful task management tools make it easy to get everything prioritized and done on time. Try it free today.

What Is an Executive Summary?

An executive summary is a short section of a larger document like a business plan , investment proposal or project proposal. It’s mostly used to give investors and stakeholders a quick overview of important information about a business plan like the company description, market analysis and financial information.

It contains a short statement that addresses the problem or proposal detailed in the attached documents and features background information, a concise analysis and a conclusion. An executive summary is designed to help executives and investors decide whether to go forth with the proposal, making it critically important. Pitch decks are often used along with executive summaries to talk about the benefits and main selling points of a business plan or project.

Unlike an abstract, which is a short overview, an executive summary format is a condensed form of the documents contained in the proposal. Abstracts are more commonly used in academic and research-oriented writing and act as a teaser for the reader to see if they want to read on.

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Use this free Executive Summary Template for Word to manage your projects better.

How to Write an Executive Summary

Executive summaries vary depending on the document they’re attached to. You can write an executive summary for a business plan, project proposal, research document, or business case, among other documents and reports.

However, when writing an executive summary, there are guidelines to ensure you hit all the bases.

Executive Summary Length

According to the many books that have been written about executive summaries, as well as training courses, seminars and professional speakers, the agreed-upon length for an executive summary format should be about five to 10 percent of the length of the whole report.

Appropriate Language

The language used should be appropriate for the target audience. One of the most important things to know before you write professionally is to understand who you’re addressing. If you’re writing for a group of engineers, the language you’ll use will differ greatly from how you would write to a group of financiers.

That includes more than just the words, but the content and depth of explanation. Remember, it’s a summary, and people will be reading it to quickly and easily pull out the main points.

Pithy Introduction

You also want to capture a reader’s attention immediately in the opening paragraph. Just like a speech often opens with a joke to break the tension and put people at ease, a strong introductory paragraph can pull a reader in and make them want to read on. That doesn’t mean you start with a joke. Stick to your strengths, but remember, most readers only give you a few sentences to win them over before they move on.

Don’t forget to explain who you are as an organization and why you have the skills, personnel and experience to solve the problem raised in the proposal. This doesn’t have to be a lengthy biography, often just your name, address and contact information will do, though you’ll also want to highlight your strengths as they pertain to the business plan or project proposal .

Relevant Information

The executive summary shouldn’t stray from the material that follows it. It’s a summary, not a place to bring up new ideas. To do so would be confusing and would jeopardize your whole proposal.

Establish the need or the problem, and convince the target audience that it must be solved. Once that’s set up, it’s important to recommend the solution and show what the value is. Be clear and firm in your recommendation.

Justify your cause. Be sure to note the key reasons why your organization is the perfect fit for the solution you’re proposing. This is the point where you differentiate yourself from competitors, be that due to methodology, testimonials from satisfied clients or whatever else you offer that’s unique. But don’t make this too much about you. Be sure to keep the name of the potential client at the forefront.

Don’t neglect a strong conclusion, where you can wrap things up and once more highlight the main points.

Related: 10 Essential Excel Report Templates

What to Include in an Executive Summary

The content of your executive summary must reflect what’s in the larger document which it is part of. You’ll find many executive summary examples on the web, but to keep things simple, we’ll focus on business plans and project proposals.

How to Write an Executive Summary for a Business Plan

As we’ve learned above, your executive summary must extract the main points of all the sections of your business plan. A business plan is a document that describes all the aspects of a business, such as its business model, products or services, objectives and marketing plan , among other things. They’re commonly used by startups to pitch their ideas to investors.

Here are the most commonly used business plan sections:

• Company description: Provide a brief background of your company, such as when it was established, its mission, vision and core values.
• Products & services: Describe the products or services your company will provide to its customers.
• Organization and management: Explain the legal structure of your business and the members of the top management team.
• SWOT analysis: A SWOT analysis explains the strengths, weaknesses, opportunities and threats of your business. They describe the internal and external factors that impact your business competitiveness.
• Industry & market analysis: This section should provide an overview of the industry and market in which your business will compete.
• Operations: Explain the main aspects of your business operations and what sets it apart from competitors.
• Marketing plan: Your marketing plan describes the various strategies that your business will use to reach its customers and sell products or services.
• Financial planning: Here, you should provide an overview of the financial state of your business. Include income statements, balance sheets and cash flow statements.
• Funding request: If you’re creating your business plan to request funding, make sure to explain what type of funding you need, the timeframe for your funding request and an explanation of how the funds will be used.

We’ve created an executive summary example to help you better understand how this document works when using it, to sum up a business plan.

To put all of that information together, here’s the basic format of an executive summary. You can find this same information in our free executive summary template :

• Introduction, be sure to know your audience
• Table of contents in the form of a bulleted list
• Explain the company’s role and identify strengths
• Explain the need, or the problem, and its importance
• Recommend a solution and explain its value
• Justify said solution by explaining how it fits the organization
• A strong conclusion that once more wraps up the importance of the project

You can use it as an executive summary example and add or remove some of its elements to adjust it to your needs. Our sample executive summary has the main elements that you’ll need project executive summary.

Executive Summary Example

For this executive summary example, we’ll imagine a company named ABC Clothing, a small business that manufactures eco-friendly clothing products and it’s preparing a business plan to secure funding from new investors.

Company Description We are ABC Clothing, an environmentally-friendly manufacturer of apparel. We’ve developed a unique method of production and sourcing of materials that allows us to create eco-friendly products at a low cost . We have intellectual property for our production processes and materials, which gives us an advantage in the market.

• Mission: Our mission is to use recycled materials and sustainable methods of production to create clothing products that are great for our customers and our planet.
• Vision: Becoming a leader in the apparel industry while generating a positive impact on the environment.

Products & Services We offer high-quality clothing products for men, women and all genders. (Here you should include pictures of your product portfolio to spark the interest of your readers)

Industry & Market Analysis Even though the fashion industry’s year-over-year growth has been affected by pandemics in recent years, the global apparel market is expected to continue growing at a steady pace. In addition, the market share of sustainable apparel has grown year-over-year at a higher pace than the overall fashion industry.

Marketing Plan Our marketing plan relies on the use of digital marketing strategies and online sales, which gives us a competitive advantage over traditional retailers that focus their marketing efforts on brick-and-mortar stores.

Operations Our production plant is able to recycle different types of plastic and cotton waste to turn it into materials that we use to manufacture our products . We’ve partnered with a transportation company that sorts and distributes our products inside the United States efficiently and cost-effectively.

Financial Planning Our business is profitable, as documented in our balance sheet, income statement and cash flow statement. The company doesn’t have any significant debt that might compromise its continuity. These and other financial factors make it a healthy investment.

Funding Request We’re requesting funding for the expansion of our production capacity, which will allow us to increase our production output in order to meet our increasing customer demand, enter new markets, reduce our costs and improve our competitiveness.

If you’d like to see more executive summary examples for your business plan, you can visit the U.S. small business administration website. They have business plans with executive summary examples you can download and use.

Executive summaries are also a great way to outline the elements of a project plan for a project proposal. Let’s learn what those elements are.

How to Write an Executive Summary for a Project Proposal

An executive summary for your project proposal will capture the most important information from your project management plan. Here’s the structure of our executive summary template:

• Introduction: What’s the purpose of your project?
• Company description: Show why you’re the right team to take on the project.
• Need/problem: What is the problem that it’s solving?
• Unique solution: What is your value proposition and what are the main selling points of your project?
• Proof: Evidence, research and feasibility studies that support how your company can solve the issue.
• Resources: Outline the resources needed for the project
• Return on investment/funding request: Explain the profitability of your project and what’s in for the investors.
• Competition/market analysis: What’s your target market? Who are your competitors? How does your company differentiate from them?
• Marketing plan: Create a marketing plan that describes your company’s marketing strategies, sales and partnership plans.
• Budget/financial planning: What’s the budget that you need for your project plan?
• Timeline: What’s the estimated timeline to complete the project?
• Team: Who are the project team members and why are they qualified?
• Conclusions:  What are the project takeaways?

Now that we’ve learned that executive summaries can vary depending on the type of document you’re working on, you’re ready for the next step.

What to Do After Writing an Executive Summary

As with anything you write, you should always start with a draft. The first draft should hit all the marks addressed above but don’t bog yourself down in making the prose perfect. Think of the first draft as an exploratory mission. You’re gathering all the pertinent information.

Next, you want to thoroughly review the document to ensure that nothing important has been left out or missed. Make sure the focus is sharp and clear, and that it speaks directly to your potential client’s needs.

Proofread for Style & Grammar

But don’t neglect the writing. Be sure that you’re not repeating words, falling into cliché or other hallmarks of bad writing. You don’t want to bore the reader to the point that they miss the reason why you’re the organization that can help them succeed.

You’ve checked the content and the prose, but don’t forget the style. You want to write in a way that’s natural and not overly formal, but one that speaks in the manner of your target audience . If they’re a conservative firm, well then, maybe formality is called for. But more and more modern companies have a casual corporate culture, and formal writing could mistakenly cause them to think of you as old and outdated.

The last run should be proofing the copy. That means double-checking to ensure that spelling is correct, and there are no typos or grammatical mistakes. Whoever wrote the executive summary isn’t the best person to edit it, however. They can easily gloss over errors because of their familiarity with the work. Find someone who excels at copy-editing. If you deliver sloppy content, it shows a lack of professionalism that’ll surely color how a reader thinks of your company.

Criticism of Executive Summaries

While we’re advocating for the proper use of an executive summary, it’d be neglectful to avoid mentioning some critiques. The most common is that an executive summary by design is too simple to capture the complexity of a large and complicated project.

It’s true that many executives might only read the summary, and in so doing, miss the nuance of the proposal. That’s a risk. But if the executive summary follows the guidelines stated above, it should give a full picture of the proposal and create interest for the reader to delve deeper into the documents to get the details.

Remember, executive summaries can be written poorly or well. They can fail to focus on results or the solution to the proposal’s problem or do so in a vague, general way that has no impact on the reader. You can do a hundred things wrong, but if you follow the rules, then the onus falls on the reader.

ProjectManager Turns an Executive Summary Into a Project

Your executive summary got the project approved. Now the real work begins. ProjectManager is award-winning project management software that helps you organize tasks, projects and teams. We have everything you need to manage each phase of your project, so you can complete your work on time and under budget.

Work How You Want

Because project managers and teams work differently, our software is flexible. We have multiple project views, such as the kanban board, which visualizes workflow. Managers like the transparency it provides in the production cycle, while teams get to focus only on those tasks they have the capacity to complete. Are you more comfortable with tasks lists or Gantt charts? We have those, too.

Live Tracking for Better Management

To ensure your project meets time and cost expectations, we have features that monitor and track progress so you can control any deviations that might occur. Our software is cloud-based, so the data you see on our dashboard is always up to date, helping you make better decisions. Make that executive summary a reality with ProjectManager.

You’ve now researched and written a persuasive executive summary to lead your proposal. You’ve put in the work and the potential client sees that and contracts you for the project. However, if you don’t have a reliable set of project management tools like Gantt charts , kanban boards and project calendars at hand to plan, monitor and report on the work, then all that preparation will be for nothing.

ProjectManager is online project management software that gives you real-time data and a collaborative platform to work efficiently and productively. But don’t take our word for it, take a free 30-day trial.

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5 Steps for Writing an Executive Summary

Table of Contents

Anyone starting a new business must create a business plan that clearly outlines the organization’s details and goals. The executive summary is a crucial element of that business plan.

We’ll explore five steps to writing your business plan’s executive summary, including what to include and avoid. We’ll also point you toward executive summary templates to help you get started. 

New entrepreneurs or business owners typically use a business plan to present their great business idea to potential stakeholders like angel investors . The purpose of the business plan is to attract financing from investors or convince banking executives to get a bank loan for their business . An executive summary is a business plan overview that succinctly highlights its most essential elements. 

It’s not just a general outline; the executive summary might be the only part of your business plan that busy executives and potential investors read. 

“The executive summary of a business plan is designed to capture the reader’s attention and briefly explain your business, the problem you are solving, the target audience, and key financial information,” Ross Kimbarovsky, CEO and founder of Crowdspring, told Business News Daily. “If the executive summary lacks specific information or does not capture the attention of the reader, the rest of the plan might not be read.”

While your executive summary should be engaging and comprehensive, it must also be quick and easy to read. These documents average one to four pages – ideally, under two pages – and should comprise less than 10% of your entire business plan.

Along with an executive summary, a business plan will include your business’s legal structure , the products and services you sell, and a financial plan with sales forecasts .

How do you write an executive summary?

Your executive summary will be unique to your organization and business plan. However, most entrepreneurs and business owners take the following five steps when creating their executive summary.

• Write your business plan first. The executive summary will briefly cover the most essential topics your business plan covers. For this reason, you should write the entire business plan first, and then create your executive summary. The executive summary should only cover facts and details included in the business plan.
• Write an engaging introduction. What constitutes “engaging” depends on your audience. For example, if you’re in the tech industry, your introduction may include a surprising tech trend or brief story. The introduction must be relevant to your business and capture your audience’s attention. It is also crucial to identify your business plan’s objective and what the reader can expect to find in the document.
• Write the executive summary. Go through your business plan and identify critical points to include in your executive summary. Touch on each business plan key point concisely but comprehensively. You may mention your marketing plan , target audience, company description, management team, and more. Readers should be able to understand your business plan without reading the rest of the document. Ideally, the summary will be engaging enough to convince them to finish the document, but they should be able to understand your basic plan from your summary. (We’ll detail what to include in the executive summary in the next section.)
• Edit and organize your document. Organize your executive summary to flow with your business plan’s contents, placing the most critical components at the beginning. A bulleted list is helpful for drawing attention to your main points. Double-check the document for accuracy and clarity. Remove buzzwords, repetitive information, qualifying words, jargon, passive language and unsupported claims. Verify that your executive summary can act as a standalone document if needed.
• Seek outside assistance. Since most entrepreneurs aren’t writing experts, have a professional writer or editor look over your document to ensure it flows smoothly and covers the points you’re trying to convey.

What should you include in an executive summary?

Your executive summary is based on your business plan and should include details relevant to your reader. For example, if your business plan’s goal is pitching a business idea to potential investors , you should emphasize your financial requirements and how you will use the funding. 

The type of language you use depends on whether your audience consists of generalists or industry experts.

While executive summary specifics will vary by company, Marius Thauland, business strategist at OMD EMEA, says all executive summaries should include a few critical elements:

• Target audience
• Products and services
• Marketing and sales strategies
• Competitive analysis
• Funding and budget allocation for the processes and operations
• Number of employees to be hired and involved
• How you’ll implement the business plan 

When synthesizing each section, highlight the details most relevant to your reader. Include any facts and statistics they must know. In your introduction, present pertinent company information and clearly state the business plan’s objective. To pinpoint key messages for your executive summary, ask yourself the following questions: 

• What do you want the reader to take away from the document? 
• What do you want to happen after they read it? 

“Put yourself in the business plan reader’s shoes, and think about what you would like to know in the report,” Thauland advised. “Get their attention by making it simple and brief yet still professional. It should also attract them to read the entire document to understand even the minute details.”

If securing financing is your priority, read our reviews of the best business loans to compare options.

What should you avoid in an executive summary?

When writing your executive summary, be aware of the following common mistakes: 

• Making your executive summary too long. An executive summary longer than two pages will deter some readers. You’re likely dealing with busy executives, and an overlong stretch of text can overwhelm them.
• Copying and pasting from other executive summary sections. Reusing phrases from other sections and stringing them together without context can seem confusing and sloppy. It’s also off-putting to read the same exact phrase twice within the same document. Instead, summarize your business plan’s central points in new, descriptive language.
• Too many lists and subheadings in your executive summary. After one – and only one – introductory set of bullets, recap your business plan’s main points in paragraph form without subheadings. Concision and clarity are more important for an executive summary than formatting tricks.
• Passive or unclear language in your executive summary. You’re taking the reins of your business, and your executive summary should show that. Use active voice in your writing so everyone knows you’re running the show. Be as clear as possible in your language, leaving no questions about what your business will do and how it will get there.
• Avoid general descriptions in your executive summary. Kimbarovsky said it’s best to avoid generalities in your executive summary. For example, there’s no need to include a line about “your team’s passion for hard work.” This information is a given and will take attention away from your executive summary’s critical details.
• Don’t use comparisons in your executive summary. Kimbarovsky also advises staying away from comparisons to other businesses in your executive summary. “Don’t say you will be the next Facebook, Uber or Amazon,” said Kimbarovsky. “Amateurs make this comparison to try and show how valuable their company could be. Instead, focus on providing the actual facts that you believe prove you have a strong company. It’s better if the investor gives you this accolade because they see the opportunity.”

When you’re starting a new business, the first people you should hire include a product manager, chief technology officer (CTO) , chief marketing officer and chief financial officer.

Executive summary templates and resources

If you’re writing an executive summary for the first time, online templates can help you outline your document. However, your business is unique, and your executive summary should reflect that. An online template probably won’t cover every detail you’ll need in your executive summary. Experts recommend using templates as general guidelines and tailoring them to fit your business plan and executive summary.

To get you started, here are some popular executive summary template resources:

• FormSwift. The FormSwift website lets you create and edit documents and gives you access to over 500 templates. It details what an effective executive summary includes and provides a form builder to help you create your executive summary. Fill out a step-by-step questionnaire and export your finished document via PDF or Word.
• Smartsheet. The Smartsheet cloud-based platform makes planning, managing and reporting on projects easier for teams and organizations. It offers several free downloadable executive summary templates for business plans, startups, proposals, research reports and construction projects.
• Template.net. The Template.net website provides several free business templates, including nine free executive summary templates that vary by project (e.g., business plan, startup, housing program development, proposal or marketing plan). Print out the templates and fill in your relevant details.
• TemplateLab. The TemplateLab website is a one-stop shop for new business owners seeking various downloadable templates for analytics, finance, HR, marketing, operations, project management, and time management. You’ll find over 30 free executive summary templates and examples.
• Vertex42. The Vertex42 website offers Excel templates for executive summaries on budgets, invoices, project management and timesheets, as well as Word templates for legal forms, resumes and letters. This site also provides extensive information on executive summaries and a free executive summary template you can download into Word or Google Docs.

Summing it all up

Your executive summary should preview your business plan in, at most, two pages. Wait until your business plan is complete to write your executive summary, and seek outside help as necessary. A thorough, engaging business plan and executive summary are well worth the time and money you put into them. 

Max Freedman contributed to the reporting and writing in this article. Some source interviews were conducted for a previous version of this article.

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How to write an executive summary in 10 steps

Understand Yourself Better:

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Whether presenting a business plan, sharing project updates with stakeholders, or submitting a project proposal, an executive summary helps you grab attention and convey key insights.

Think of it as a condensed version of a document, report, or proposal that highlights the most important information clearly and concisely. It's like a "cheat sheet" that gives you a snapshot of the main points without reading the entire thing.

Throughout the article, we'll explore some examples of executive summaries to give you a better understanding of how they can be applied. Plus, we'll provide you with ready-to-use templates and best practices for writing compelling executive summaries.

An executive summary is a concise overview of a longer document or report. It is typically written for busy executives or decision-makers who may not have the time to read the entire document but still need to grasp its key points and recommendations. 

An effective executive summary should capture the essence of the document, highlighting the most important information in a brief and easily understandable way. It should provide a snapshot of the document's purpose, methodology, major findings, and key recommendations. The summary should be written in a way that allows the reader to quickly grasp the main ideas and make informed decisions based on the information presented.

Why do you need to write one?

For a business owner , an executive summary is one of the most important documents you will have. Like a business plan , they help you lay out the potential value of your business and your potential for success. 

Unlike a business proposal, however, an executive summary is designed to be read in a brief amount of time. That makes them ideal for a variety of uses, like project proposals and research summaries. Sending your strategic plan to a prospective investor or stakeholder likely won’t get you far. But a brief report that clearly states your key findings and what’s in it for them might help you — and your proposal — stand out. It isn't all the details. It's what gets you the meeting to share more.

An executive summary is also a business document that can travel without you. It may be presented to other leaders and potential investors. If it’s written well, it will take on a life of its own. You may find that you get support and resources from places you never imagined.

What should be included in an executive summary?

Your executive summary should include brief descriptions of who your product, service, or proposal is for and your competitive advantage. Be sure to introduce your report concisely yet clearly . Note the most important points and its overall purpose––what do you hope to achieve with this report? 

Also, include any necessary background information and statistics about the industry, high-level information about your business model, necessary financial information, or other insights you discuss in the report. Depending on your proposal, you may want to consider summarizing a market analysis of your target market.

Typically, an executive summary follows a structured format, including sections such as:

• Introduction: Provides a brief background and context for the document.
• Objective or purpose: Clearly states the goal of the document and what it aims to achieve.
• Methodology: Briefly describes the approach, data sources, and methods used to conduct the research or analysis.
• Findings: Summarizes the main findings, conclusions, or results derived from the document.
• Recommendations: Outlines the key recommendations or proposed actions based on the findings.
• Conclusion: Provides a concise wrap-up of the main points and emphasizes the significance of the document.

When tackling an executive summary, it's all about following a structured approach to ensure you effectively communicate those crucial points, findings, and recommendations. Let’s walk through some steps and best practices to make it a breeze:

Step 1: Get to know the document

Take the time to dive into the full document or report that your executive summary will be based on. Read it thoroughly and identify the main objectives, key findings, conclusions, and recommendations.

Step 2: Know your audience

Think about who you're writing the executive summary for. Consider their knowledge level, interests, and priorities. This helps you tailor the summary to their needs and make it relevant and impactful.

Step 3: Outline the structure

Create an outline for your executive summary with sections like introduction, objective, methodology, findings, recommendations, and conclusion. This way, you'll have a logical flow that's easy to follow.

Step 4: Start strong

Kick off your executive summary with a captivating opening statement. Make it concise, engaging, and impactful to hook the reader and make them want to keep reading.

Step 5: Summarize objectives and methodology

Give a brief overview of the document's objectives and the methodology used to achieve them. This sets the context and helps the reader understand the approach taken.

Step 6: Highlight key findings

Summarize the main findings, conclusions, or results. Focus on the juiciest and most relevant points that support the document's purpose. Keep it clear and concise to get the message across effectively.

Step 7: Present key recommendations

Outline the important recommendations or proposed actions based on the findings. Clearly state what needs to be done, why it matters, and how it aligns with the document's objectives. Make those recommendations actionable and realistic.

Step 8: Keep it snappy

Remember, an executive summary should be short and sweet. Skip unnecessary details, jargon, or technical language . Use straightforward language that hits the mark.

Step 9: Review and polish

Once you've written the executive summary, give it a careful review for clarity, coherence, and accuracy. Make sure it captures the essence of the full document and represents its content faithfully. Take the extra step to edit out any fluff or repetition.

Step 10: Dress to impress

Consider formatting and presentation. Use headings, bullet points, and formatting styles to make it visually appealing and easy to skim. If it makes sense, include some graphs, charts, or visuals to highlight key points.

Tips for writing an effective executive summary

• Adapt your language and tone to suit your audience.
• Keep things concise and crystal clear—say no to jargon.
• Focus on the most important info that packs a punch.
• Give enough context without overwhelming your reader.
• Use strong and persuasive language to make your recommendations shine.
• Make sure your executive summary makes sense even if the full document isn't read.
• Proofread like a pro to catch any pesky grammar, spelling, or punctuation errors.

Executive summary template for business plans

Here's a general template for creating an executive summary specifically for business plans:

[Your Company Name]

[Business Plan Title]

Business overview

Provide a brief introduction to your company, including its name, location, industry, and mission statement . Describe your unique value proposition and what sets your business apart from competitors.

Market analysis

Summarize the key findings of your market research. Provide an overview of the target market, its size, growth potential, and relevant trends. Highlight your understanding of customer needs, preferences, and behaviors.

Product or service offering

Outline your core products or services, including their key features and benefits. Emphasize how your offerings address customer pain points and provide value. Highlight any unique selling points or competitive advantages.

• Business model

Explain your business model and revenue generation strategy. Describe how you will generate revenue, the pricing structure, and any distribution channels or partnerships that contribute to your business's success.

Marketing and sales strategy

Summarize your marketing and sales approach. Highlight the key tactics and channels you will use to reach and attract customers. Discuss your promotional strategies, pricing strategies, and customer acquisition plans.

Management team

Introduce the key members of your management team and their relevant experience. Highlight their expertise and how it positions the team to execute the business plan successfully. Include any notable advisors or board members.

Financial projections

Summarize your financial projections, including revenue forecasts, expected expenses, and projected profitability. Highlight any key financial metrics or milestones. Briefly mention your funding needs, if applicable.

Funding requirements

If seeking funding, outline your funding requirements, including the amount needed, its purpose, and the potential sources of funding you are considering. Summarize the expected return on investment for potential investors.

Reiterate the vision and potential of your business. Summarize the key points of your business plan, emphasizing its viability, market potential, and the expertise of your team. Convey confidence in the success of your venture.

Note: Keep the executive summary concise and focused, typically within one to two pages. Use clear and compelling language, emphasizing the unique aspects of your business. Tailor the template to suit your specific business plan, adjusting sections and details accordingly.

Remember, the executive summary serves as an introduction to your business plan and should pique the reader's interest, conveying the value and potential of your business in a concise and persuasive manner.

Executive summary examples

Every executive summary will be unique to the organization's goals, vision, and brand identity. We put together two general examples of executive summaries to spark your creativity and offer some inspiration. 

These are not intended to be used as-is but more to offer ideas for how you may want to put your own executive summary together. Be sure to personalize your own summary with specific statistics and relevant data points to make the most impact.

Example 1: executive summary for a communications business plan

Introduction:

We're thrilled to present our innovative [insert product] that aims to revolutionize the way people connect and engage. Our vision is to empower individuals and businesses with seamless communication solutions that break barriers and foster meaningful connections.

Market opportunity:

The communications industry is evolving rapidly, and we've identified a significant opportunity in the market. With the proliferation of remote work, the need for reliable and efficient communication tools has skyrocketed. Our extensive market research indicates a demand for solutions that prioritize user experience, security, and flexibility.

Product offering:

At [Company Name], we've developed a suite of cutting-edge communication tools designed to meet the diverse needs of our customers. Our flagship product is a unified communication platform that integrates voice, video, messaging, and collaboration features into a seamless user experience. We also offer customizable solutions for businesses of all sizes, catering to their unique communication requirements.

Unique value proposition:

What sets us apart from the competition? Our user-centric approach and commitment to innovation. We prioritize user experience by creating intuitive interfaces and seamless interactions. Our solutions are scalable, adaptable, and designed to keep up with evolving technological trends. By combining ease of use with advanced features, we deliver unparalleled value to our customers.

Target market:

Our primary focus is on small and medium-sized businesses (SMBs) that require efficient and cost-effective communication tools. We also cater to individuals, remote teams, and larger enterprises seeking reliable and secure communication solutions. Our target market encompasses industries such as technology, finance, healthcare, and professional services.

Business model:

To generate revenue, we employ a subscription-based business model. Customers can choose from different plans tailored to their specific needs, paying a monthly or annual fee. We also offer additional services such as customization, integration, and customer support, creating additional revenue streams and fostering long-term customer relationships.

Marketing and sales strategy:

Our marketing strategy centers around building brand awareness through targeted digital campaigns, content marketing, and strategic partnerships. We'll leverage social media, industry influencers, and online communities to reach our target audience. Additionally, our sales team will engage in proactive outreach, nurturing leads and providing personalized consultations to convert prospects into loyal customers.

Team and expertise:

Our team is composed of experienced professionals with a deep understanding of the communications industry. Led by our visionary founder and supported by a skilled and diverse team, we have the expertise to drive innovation, develop robust products, and deliver exceptional customer service. We're passionate about our mission and dedicated to making a lasting impact in the market.

Financial projections:

Based on extensive market research and financial analysis, we anticipate strong growth and profitability. Our financial projections indicate steady revenue streams, with increasing customer adoption and market share. We're committed to managing costs effectively, optimizing our resources, and continuously reinvesting in research and development.

Funding requirements:

To fuel our ambitious growth plans and accelerate product development, we're seeking [funding amount] in funding. These funds will be allocated towards expanding our team, scaling our infrastructure, marketing efforts, and ongoing product innovation. We believe this investment will position us for success and solidify our market presence.

Conclusion:

In summary, [Company Name] is poised to disrupt the communications industry with our innovative solutions and customer-centric approach. We're ready to make a positive impact by empowering individuals and businesses to communicate effectively and effortlessly. Join us on this exciting journey as we redefine the future of communication. Together, we'll shape a connected world like never before.

Example 2: executive summary for a project proposal

[Project Name]

[Project Proposal Date]

Hello! We're thrilled to present our project proposal for [Project Name]. This executive summary will provide you with a high-level overview of the project, its objectives, and the value it brings.

Project overview:

Our project aims to [describe the project's purpose and scope]. It's a response to [identify the problem or opportunity] and has the potential to bring significant benefits to [stakeholders or target audience]. Through meticulous planning and execution, we're confident in our ability to achieve the desired outcomes.

Objectives:

The primary goal of our project is to [state the overarching objective]. In addition, we have specific objectives such as [list specific objectives]. By accomplishing these goals, we'll create a positive impact and drive meaningful change.

Our proposed approach for this project is based on a thorough analysis of the situation and best practices. We'll adopt a structured methodology that includes [describe the key project phases or activities]. This approach ensures efficient utilization of resources and maximizes project outcomes.

The benefits of this project are truly exciting. Through its implementation, we anticipate [describe the anticipated benefits or outcomes]. These benefits include [list specific benefits], which will have a lasting and positive effect on [stakeholders or target audience].

Implementation timeline:

We've devised a comprehensive timeline to guide the project from initiation to completion. The project is divided into distinct phases, with well-defined milestones and deliverables. Our timeline ensures that tasks are executed in a timely manner, allowing us to stay on track and deliver results.

Resource requirements:

To successfully execute this project, we've identified the key resources needed. This includes [list the resources required, such as human resources, technology, equipment, and funding]. We're confident in our ability to secure the necessary resources and allocate them effectively to ensure project success.

A project of this nature requires a well-planned budget. Based on our analysis, we've estimated the required funding to be [state the budget amount]. This budget encompasses all project-related costs and aligns with the anticipated benefits and outcomes.

Our project proposal is an exciting opportunity to address [the problem or opportunity] and create tangible value for [stakeholders or target audience]. With a clear vision, defined objectives, and a robust implementation plan, we're ready to embark on this journey. Join us as we bring this project to life and make a lasting impact. 

Is an executive summary the same as a project plan?

While both are important components of project management and documentation , they serve different purposes and contain distinct information.

An executive summary, as discussed earlier, is a concise overview of a longer document or report. It provides a snapshot of the key points, findings, and recommendations. It focuses on high-level information and aims to provide an overview of the document's purpose, methodology, findings, and recommendations.

On the other hand, a project plan is a detailed document that outlines the specific activities, tasks, timelines, resources, and milestones associated with a project. It serves as a roadmap for project execution, providing a comprehensive understanding of how the project will be carried out.

A project plan typically includes objectives, scope, deliverables, schedule, budget, resource allocation, risk management, and communication strategies. It is intended for project team members, stakeholders, and those directly involved in the execution.

In summary, an executive summary offers a condensed overview of a document's key points, while a project plan provides a comprehensive and detailed roadmap for executing a project.

Executive summaries vs. abstracts

An executive summary is not the same as an abstract. Executive summaries focus on the main points of a proposal. They highlight when and why a reader should invest in the company or project.

An abstract, on the other hand, concentrates on what the business does and its marketing plan. It typically doesn’t include detailed information about finances.

While it is usually compelling, it’s less of an elevator pitch and more of a summary. The goal of an abstract is to inform, not to persuade. On the other hand, the goal of an executive summary is to give readers who are pressed for time just enough information that they’ll want to look further into your proposition.

When do you use an executive summary?

An executive summary is used in various situations where there is a need to present a condensed overview of a longer document or report. Here are some common instances when an executive summary is used:

• Business proposals: When submitting a business proposal to potential investors, partners, or stakeholders, an executive summary is often included. It provides a concise overview of the proposal, highlighting the key aspects such as the business idea, market analysis, competitive advantage, financial projections, and recommended actions.
• Reports and research studies: Lengthy reports or research studies often include an executive summary at the beginning. This allows decision-makers, executives, or other stakeholders to quickly understand the purpose, methodology, findings, and recommendations of the report without going through the entire document.
• Project updates: During the course of a project, project managers may prepare executive summaries to provide updates to stakeholders or higher-level management. These summaries give a brief overview of the project's progress, achievements, challenges, and upcoming milestones.
• Strategic plans: When developing strategic plans for an organization, an executive summary is often included to provide an overview of the plan's goals, objectives, strategies, and key initiatives. It allows executives and stakeholders to grasp the essence of the strategic plan and its implications without reading the entire document.
• Funding requests: When seeking funding for a project or venture, an executive summary is commonly used as part of the funding proposal. It provides a succinct summary of the project, highlighting its significance, potential impact, financial requirements, and expected outcomes.

In general, an executive summary is used whenever there is a need to communicate the main points, findings, and recommendations of a document concisely and efficiently to individuals who may not have the time or inclination to read the entire content. It serves as a valuable tool for understanding and facilitates quick decision-making.

5 ways project managers can use executive summaries

Project managers can use executive summaries in various ways to effectively communicate project updates, status reports, or proposals to stakeholders and higher-level management. Here are some ways project managers can use executive summaries:

• Project status updates: Project managers can provide regular executive summaries to stakeholders and management to communicate the current status of the project. The summary should include key achievements, milestones reached, challenges encountered, and any adjustments to the project plan. It allows stakeholders to quickly grasp the project's progress and make informed decisions or provide guidance as needed.
• Project proposals: When pitching a project idea or seeking approval for a new project, project managers can prepare an executive summary to present the essential aspects of the project. The summary should outline the project's objectives, scope, anticipated benefits, resource requirements, estimated timeline, and potential risks. It helps decision-makers understand the project's value and make an informed choice about its initiation.
• Project closure reports: At the end of a project, project managers can prepare an executive summary as part of the project closure report. The summary should highlight the project's overall success, key deliverables achieved, lessons learned, and recommendations for future projects. It provides a concise overview of the project's outcomes and acts as a valuable reference for future initiatives.
• Steering committee meetings: When project managers present updates or seek guidance from a steering committee or governance board, an executive summary can be an effective tool. The summary should cover the important aspects of the project, such as progress, issues, risks, and upcoming milestones. It ensures that decision-makers are well-informed about the project's status and can provide relevant guidance or support.
• Change requests: When submitting a change request for a project, project managers can include an executive summary to summarize the proposed change, its impact on the project, potential risks, and benefits. It helps stakeholders and decision-makers quickly assess the change request and make informed decisions about its implementation.

Using executive summaries, project managers can efficiently communicate project-related information to stakeholders, executives, and decision-makers. The summaries provide a concise overview of the project's status, proposals, or closure reports, allowing stakeholders to quickly understand the key points and take appropriate action.

When should you not use an executive summary?

While executive summaries are widely used in many situations, there are some cases where they may not be necessary or suitable. Here are a few scenarios where an executive summary may not be appropriate, along with alternative approaches:

• Highly technical documents: If the document contains highly technical or specialized information that requires a detailed understanding, an executive summary alone may not be sufficient. In such cases, it is better to provide the complete document and supplement it with explanatory materials, presentations , or meetings where experts can explain and discuss the technical details.
• Personal or creative writing: Executive summaries are typically used for informational or analytical documents. If the content is more personal in nature, such as a memoir, novel, or creative piece, an executive summary may not be relevant. Instead, focus on providing an engaging introduction or book blurb that entices readers and conveys the essence of the work.
• Short documents: If the document itself is already concise and can be easily read in its entirety, an executive summary may be redundant. In these cases, it is more effective to present the complete document without an additional summary.
• Interactive presentations: In situations where you can present information interactively, such as in meetings, workshops, or conferences, it may be more effective to engage the audience directly rather than relying solely on an executive summary. Use visual aids, demonstrations, discussions, and Q&A sessions to convey the necessary information and capture the audience's attention.

Final thoughts on writing a compelling executive summary

An executive summary isn’t the kitchen sink — it’s the bells and whistles. Geared toward busy decision-makers, these one-pagers communicate your case for action and proposed solutions. When it’s written well, your audience will walk away with an understanding of what needs to be done, why it needs to happen, and why they should help it move forward. 

But writing it well doesn’t just mean spell-checking. It means tailoring your communication to an influential, yet busy and distracted audience. To be effective, you’ll need to write your proposal with empathy and an understanding of what matters to them .

Allaya Cooks-Campbell

BetterUp Associate Learning Experience Designer

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• Writing Tips

3-minute read

• 19th November 2023

An executive summary is the part of a business plan that gives an outline of the main plan. So to write an executive summary, we first need to read the business plan carefully and understand its key points. These key points are what we will condense to form the executive summary. It’s important to ensure that the executive summary can stand alone because plenty of users will read only that and not the main business plan. We could say that the business plan is the original TL;DR (too long; didn’t read)!

But first, let’s take a quick look at what goes into a business plan so we can focus on the sections we need for our executive summary.

What Is a Business Plan?

A business plan is a document that sets out a business’s strategy and the means of achieving it. The business plan usually contains the following sections:

The executive summary covers the same headings as the main business plan but not in so much detail. This is where our editing skills come to the fore!

The following six steps explain how to approach writing the executive summary.

Consider the Audience

Who will be using the summary? The business plan might be issued only to a very specific group of people, in which case, their needs are paramount and specialized. If the business plan is going out on wider release, we need to think about what a general reader will want to know.

Check That It Makes Sense on Its Own

Make sure the summary can be read as a stand-alone document for users who won’t read the whole plan.

Use Formatting Effectively

Make good use of formatting, headings, numbering, and bullets to increase clarity and readability.

Keep It Brief

One page (or around ten percent of the total word count for a large document) is great.

Avoid Jargon

Try to avoid jargon and use straightforward language. Readers of the executive summary might not have business backgrounds (for instance, if they are friend and family investors in a small start-up business).

Find this useful?

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Proofread the Executive Summary

The executive summary will very likely be the first – and perhaps the only – part of the business plan some people will read, and it must be error-free to make a professional impression.

●  Consider the audience .

●  Ensure that the executive summary can stand alone.

●  Use formatting tools to good advantage.

●  Keep it brief.

●  Keep it simple.

●  Proofread it.

If you’d like an expert to proofread your business plan – or any of your writing – get in touch!

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Everything you need to write a killer executive summary for your business plan

What is Executive Summary—and Why Should You Care?

Executive Summary is the first and most important section of a business plan, providing a snapshot of the overall plan with the aim to compel the reader to continue reading the full document by highlighting its most important components and strengths .

Keep reading for insider tips from a professional business writer on how exactly to write a captivating executive summary that will maximize the impact and success of your business plan.

You’ll discover:

• Why: Critical importance of an executive summary
• What: The key elements you need to include
• How: The best structure—length, layout and components

Importance: Why is Executive Summary Important in a Business Plan?

Executive summary is the most important part of a business plan because it is the first and only opportunity to grab readers’ interest as they review this section prior to deciding whether or not to read the rest of the document.

No matter how excellent your business idea, it is the executive summary alone that persuades a reader to spend more time with the plan to find out more about your venture.

Some financiers receive hundreds of business plans every month. Understandably, they do not read them all . Instead, they can tell in a couple of paragraphs if it is something they may be interested in.

The Executive Summary is so important, in fact, that some investors and lenders prefer to receive just the summary and financials before requesting the full business plan. So if you can hook your readers here, they will ask for more.

Similarly, senior decision-makers on many company or bank boards and committees will often read nothing else than an executive summary when approving a decision to back a business.

In other words, your Executive Summary is the  first impression  many readers will get of your business. Make sure it is a great one. Only a  clear ,  concise , and  compelling  summary of your business right up front twill persuade readers to wade through the rest of the plan.

Contents: What Should an Executive Summary for a Business Plan Include?

Executive summary brings the separate parts of a business plan together to sum up what the business is, where it is going, why it will be successful – and why it is worthy of backing . Highlight the most important and impressive facts about the company , management , offering , market , strategy and financials .

When completed, your executive summary will answer these questions for your readers:

• What is your business all about ?
• What are the most compelling qualities?
• Is the business likely to succeed and why?

Executive summary is an introduction to your business, which provides a brief snapshot of your plan as a whole. To that end, concisely highlight the most important concepts and impressive features from each section of your completed plan, addressing the following areas:

Essentially, you should make it crystal clear to the that a compelling market opportunity exists for your product/service and demonstrate that your business is well-positioned to exploit it .

Remember to be brief and concise . Organize the information in a way that gives the best impression of your business to your target reader. Combine related topics if that improves the flow of the document.

If the readers of your executive summary conclude that the above elements exist in your business, they are likely to commit to reading the rest of your business plan.

So, let’s examine each of the key elements in more detail to make the reader excited about the potential of your business plan and interested to read further:

Mission Statement

Answer this question for your readers:

• What is your business on a mission to create and why?

Aim: Convince the reader that your basic business concept makes sense.

Give a concise overview of your business idea, purpose and goals. Summarize why you have created this company and what your business is all about in one or two sentences, but no more than a paragraph.

Products and Services

Answer these questions for your readers:

• What product(s) and/or service(s) does your business provide?
• What problems are you solving for your target customers and how?
• What makes your product/service different and compelling for the customers to buy?

Aim: Demonstrate to the reader that your product/service solves a real problem in the market and that the problem is worth solving.

Briefly describe the products and services your company provides and what problems you solve for your target customers, making the case for why your product will be successful:

Description:

List the products or services your company sells or plans to sell.

Problem & Solution:

Explain the need for the products or services:

• Problem: Summarize the problem your product/service solves and why it is worth solving. In other words, what is it that your customers need and cannot find elsewhere.
• Solution: Summarize how you will solve the problem that your customers face.

Value Proposition:

Outline why your product or service will be valuable to your customers and the advantages that will make it compelling enough for them to purchase.

Market Opportunity

• Who are your (ideal) target customers?
• Is there a real market demand for your product/service?
• What is the size of the market opportunity?

Aim: Convince the reader that large and compelling market demand opportunity exists for your product/service.

List the target market you intend to reach and explain why you chose it:

Target Market:

Provide a brief description of your ideal customers and how do they break down into recognizable types or segments.

Market Analysis:

Indicate that you have done thorough market analysis by providing a summary of your market research results, including:

• How many potential customers are there for your solution (target market)
• What proportion of the market your company can reasonably capture (market share)
• Forecast estimating what the future holds for the industry and market demand

Competitive Advantage

• How is the market currently divided?
• What advantages does your company have over the competition?

Aim: Convince the reader that your business has a significant competitive edge to succeed in your target market.

This section is where you describe the gap in your target market, how your solution can fill it, and the competitive advantages that will enable you to exploit this market gap.

Hence, include information about your competition and what differentiates your business:

Competitors and Market Distribution:

Who are you up against? What other options do your customers have to address their needs? Indicate the nature of your competition and how the market is currently divided.

Competitive Advantage:

What comparative advantage does your product/service have?

Show your conclusions on your company’s competitive position and why your company will be able to compete successfully. Remember to list any important distinctions, such as patents, major contracts, or letters-of-intent.

Unique Selling Proposition:

What unique selling proposition will help your business succeed?

What makes your solution better for your customers compared to the competition?

Is competition going to get tougher?

Summarize your conclusions on whether competition is going to intensify going forward.

Company Description

Company information:.

• Is the management team capable?
• What are the basic details of your business?
• What is the company’s current stage of development?
• What are some of the milestones you’ve met?

Aim: Convince the reader that your business has the right structure and capable management team in place to succeed.

Your goal is to demonstrate that you are well-positioned to exploit the market opportunity by highlighting the positive factors in your company’s management, structure and history.

Company Details:

Include a short statement that covers the basic company details, such as the company name, when your business was formed, the names of the founders and their roles, number of employees, business location(s), and legal status.

Stage of Development:

State whether your company is a startup or continuing business, when it was founded, how far along the product or service is in its creation, and if you’ve already made sales or started shipping.

Track Record:

• If you are an established business, provide a brief history of the company’s trading activity to date, including financial and market growth highlights.
• If you are just starting a business, you won’t have as much information as an established company. Instead, focus on your experience and background as well as the decisions that led you to start this particular enterprise.

Management:

Briefly describe the bios of the key members of your management team , particularly those of company founders/owners , as well as the key professional advisors .

What do they bring to the table that will position your company well to take advantage of the market opportunity and make the business a success?

Highlight management’s vision and passion , along with the relevant skills , experience , qualifications , subject-matter expertise , business acumen , industry connections and other capabilities as they relate to the venture.

Operations:

Showcase the key operational features that will give the business a competitive edge.

This could include anything from an advantageous location, through innovative manufacturing technology and processes, to preferential supplier and distribution agreements – and anything in between.

Outline the strategy to achieve the company’s goals and continuously strengthen its competitive position.

Next, indicate the keys to success that you intend to use in order to implement that strategy, such as:

• Marketing and Sales: Briefly describe the methods you will utilize to reach your target customers to market your offering and secure sales.
• Operations and Resources: Summarize the most important resources and operational features your company will deploy to implement its strategy.

Address your plans for where you would like to take your business in the future.

Spell out the objectives you have for the company, what you plan to do:

• Where do you expect the business to be in 1 year, 3 years, 5 years ?
• What are some of the key milestones you plan to meet?
• What are your long-term goals ?
• What is your potential exit strategy ?

Make an educated projection for the expected performance of your business, including:

• Sales volume and value
• Cash flow position
• Profitability
• Number of employees
• Number of locations
• Market share
• New products

Financial Forecast

Summarize the expected financial outlook and performance for your business, answering the following questions for your readers:

• How much do you expect to make in the first year of your business?
• What kind of growth do you expect to see in the following years?
• If you do not expect your business to be profitable , do you have a strategic reason for running at a loss?
• What are the key metrics that you need to watch?
• Will your backers (if any) be able to get their money back and when ?
• Are your financial projections realistic ?

In general, it is customary to indicate financial information for years one through three or five , depending on the requirements of the business plan reader. Typically, this includes Year 1 and Year 3 / 5 results; and Year 10 / long-term goals.

However, your readers can find the detail of the projected financials further on in the plan. In this section, only provide the highlights of your forecast and encourage the reader to keep reading to learn more about your company.

Funding Requirements

How will you fund your business to get it started and grow it to the next level?

• Is it already self-sufficient?
• Do you plan to invest your own money?
• Do you seek outside financing?

If the business does not require any outside financing, you can note that here or just remove this section from your plan altogether.

When you are using the business plan for financing purposes, explain how much money is needed, from whom, and how you will utilize it to grow your business, hinting at an exit opportunity:

• Existing Source of Funds: Include information about your current lenders and investors, if any.
• Funding Requirements: Indicate how much money you are seeking, from what sources, and perhaps even under what conditions.
• Use of Funds: Specify how the raised funds will be used.
• Exit Strategy: Hint at how the backers will get their money out, with the expected timing and returns.

Tips: How Do You Write an Executive Summary?

Writing an executive summary is arguably the most fun – and important – part of writing a business plan.

You have already completed all the research, thinking and writing about market demand, competition, strategy, operations and financials.

All that is left to do now is to summarize the key conclusions into a coherent narrative , answering the million-dollar question:

Why is your plan worthy of backing?

Here are 7 tried and tested tips to prepare a compelling summary of your business that will convince the readers to read through the rest of your plan:

Target Audience (Tip #1)

Ask yourself: “Who will be reading my business plan?”

Since the summary is what the reader reads first, and may be the only section read at all, you can significantly improve your chances of a positive reception if you know the answer to that question before you prepare your executive summary.

Remember, your reader is only going to spend a few minutes , or even seconds , on your executive summary. This is especially true if you are targeting busy investors or lenders for whom it is not unusual to review more than 1,000 each year.

Naturally, the readers are going to focus on the issues that interest and concern them most . If you understand their priorities, you will be better able to craft the summary to “push the right buttons”. For example:

• Bankers are likely to look for aspects of your business that minimize risk to make sure the loan is secure and they will get their money back.
• Investors are focused on aspects that maximize the potential of your company scaling significantly and rapidly, because they will receive a share of that success.
• Management may be interested in accessing new markets for the company.

Do your homework to discover the interests and concerns of your most likely business plan recipients, and then write and organize the summary in a way that most appeals to your target audience:

• Place the issues most important to the reader near the top of your summary.
• Order the sections in any way that gives the best impression of your business to your target reader.
• In the text itself, give more emphasis to those aspects that concern your reader most.

If you are not able to identify the specific person who will read your plan, just focus on the general type of a person that is most likely to receive it and their concerns. 

However, it is not a good idea to tailor the executive summary for just one specific person or organization, especially if your plan is likely to end up in the hands multiple and/or unknown recipients.

To be on the safe side, target your summary to address general institutional concerns rather than individual preferences.

Insider Tips: Writing a Winning Executive Summary

Convey your enthusiasm (tip #2).

The Executive Summary enables the readers to quickly understand the highlights of your business and decide whether to commit more of their time to reading the full plan.

To that end, you need to motivate and entice the readers by your own optimism about how well-positioned your business is to exploit a compelling market opportunity, conveyed in a dynamic , positive and confident tone.

Write Executive Summary Last (Tip #3)

Your executive summary will be the last chapter of the business plan that you prepare.

Even though the executive summary always appears first in the completed document, it is usually crafted last after you have had a chance to carefully consider all key aspects of your business throughout the rest of the plan.

The executive summary is the place where you bring all your planning together and sum up the separate parts of your business proposal to provide an overall outline and highlight the strengths of your entire plan.

Therefore, you will find it much easier and faster to come back and produce this section once you have completed the rest of your business plan.

That way, you will have thought through all the elements of your business, work out the details, and be prepared to summarize them. This approach will not only increase the consistency and accuracy of the plan, but also help make it more compelling .

So, if you have not yet finalized the other sections of your plan, proceed to the next section, and return to the executive summary when you have completed the rest of your plan.

Once finished, the executive summary will become “ Chapter 1 ” of your business plan document.

Summarize Highlights (Tip #4)

A good summary contains highlights from all of the subsequent sections of the business plan.

To achieve that, select the key points from each section of your completed plan by summarizing conclusions you have reached in each area. Remember to focus only on the most important and impressive features of your business.

What sets your business apart from the competition? Early on in your summary, showcase your distinguishing qualities and make sure you describe your winning concept in a way that any reader can easily grasp .

Use logical writing to tell a story, freely changing the order of sections and combining related topics if that helps to improve the flow and make a good impression.

Make Each Word Count (Tip #5)

The executive summary provides a brief snapshot of your business, casting a spotlight on the most important facts and concepts from your entire business plan.

As a result, this section should be clear , concise and to the point. Make each word should count.

Avoid Jargon (Tip #6)

In case the summary read by people unfamiliar with your industry, avoid any technical jargon or provide sufficient explanatory notes .

Edit, Edit, … And Edit Some More (Tip #7)

By the time you reach the executive summary, you may be tired from all the planning and writing. However, remember that this really is the most important section of the business plan.

The best investment you can make is to spend sufficient time to perfect the summary, including ruthless editing . There are professional editors who can help you make it flawless.

Design: How Do You Design an Executive Summary?

Looks matter. Your business plan will be well researched, analysed and written, but it must also be well presented. While your plan will ultimately be judged on the quality of your business concept and strategy, you also want to make sure it gives the best first impression possible.

And nowhere is presentation more important than in the executive summary, because for all readers it will be the first page(s) they read – and some will read nothing else.

The key advice here is: Break it Up . Large, dense blocks of text intimidate readers.

Dividing the Summary text with paragraph headings, bullet points and white space makes the information on a page more inviting and appealing:

• Paragraphs: Break up the Summary into paragraphs that roughly mirror the sections of your business plan
• Brief: Keep each topic as brief as possible
• Subheads: Insert informative topic headings at the beginning of each paragraph to help readers’ quick comprehension
• Bullets: Use bullet points to highlight the most compelling information
• Numbers: Use numbers instead of words where appropriate
• Visuals: Include a (small) chart or graph if it helps to clarify an important point
• Spacing: Use white space to break up the text to make the page look less intimidating. Single space text, but leave an extra line of space between paragraphs.

Because you are limited to so few pages, it may seem counterintuitive to give up space for visual considerations, but these effective techniques make your Summary much more accessible to the business plan readers.

The way you prepare and present the executive summary is an indicator of your professionalism. A polished Summary sheds a favourable light on your business. A sloppy one works against you.

Length: How long is an executive summary?

The executive summary in a business plan should be no more than 2-3 pages in length, with 1 page being perfectly acceptable and often preferable. The advantage to the busy business plan reader is that they are able to skim through this short summary in a few seconds and read it in full in less than 5 minutes .

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When you’re starting a business, one of the most important documents you’ll need to create is a business plan. A well-written business plan can help you secure funding from investors, convince suppliers to do business with you, and give you a roadmap for how your business will grow.

Wondering how to develop a good business plan ? In addition to all of the usual sections–like your company overview, products and services, market analysis, and financial projections–you also need to write an executive summary. The executive summary will decide whether potential investors will read the next sections of your business plan, which is why it’s the most crucial part of your proposal. 

In this article, we’ll discuss what an executive summary is, tips for writing a good one, and the mistakes you should avoid at all costs. 

What Is an Executive Summary, and Why Do You Need One?

An executive summary is a brief, yet comprehensive overview of your business plan. It should touch on all of the key points of your business, and then convince the reader to keep reading.

You can think of it as a preview of what’s to come, written in a concise, easy-to-understand format that describes your company goals, objectives, and projected financial impact. Although all sections of your business plan are important, the executive summary is critical because investors will base their decision on whether or not to read the rest of your proposal on how well you write it.

What’s more, if you’re writing for potential investors, they might even turn down a well-written business plan that doesn’t include an executive summary, which is why it might be a good idea to invest in a dedicated freelance business plan writer .

How to Write an Executive Summary for Your Business Plan

Now that you know why an executive summary is important, it’s time to learn how to write one–but before you set out to write an executive summary, make sure you’re clear about what a business plan is and why it’s important . 

With that being said, here are a few tips to help you write your summary: 

1. Start With a Bang

When readers see the first sentence of your executive summary, they should be hooked immediately. This means that you need to start with a strong opening that will grab their attention and keep them reading.

2. Explain Your Business in Detail

Your executive summary should provide a detailed overview of your entire business plan, including its core ideas and projected financial impact. This means that you need to describe all aspects of your company in enough detail so that readers can easily understand what it is and how it will succeed.

3. Back Up Your Claims With Data

When you’re writing an executive summary, it’s important to back up all of your claims with relevant data and statistics. This can include things like market research or financial projections, which will help illustrate the potential value of your business.

4. Use Persuasive Language

An executive summary is not the time to be shy–you need to use persuasive language that will convince readers to invest in your business. This means using strong verbs and making bold statements about your company’s potential.

5. Keep It Short and Sweet

Although you want to include all of the important details about your business in your executive summary, you also need to keep it concise. Aim for no more than two or three pages, and use clear, direct language.

6. Include a Call to Action

Your executive summary should end with a strong call to action that encourages readers to learn more about your business. This can be something as simple as inviting them to read the next sections of your business plan, or a suggestion to get in touch with you for more information.

What Are the Mistakes to Avoid When Writing an Executive Summary?

Just as there are steps you can take to write a strong executive summary, there are also mistakes that you should avoid at all costs. Here are a few things to keep in mind:

• Don’t be vague or overly general . Your executive summary should be detailed and specific, not just a vague overview of your business.
• Don’t include anything that isn’t relevant to your goals as a company . An executive summary is meant to highlight the most important aspects of your business, so save the details for later sections.
• Don’t be afraid to make bold claims . When you’re writing an executive summary, it’s okay to be confident and assertive in your language. Just remember to back up your statements with data and statistics.
• Don’t forget to proofread . Once you’ve finished writing your executive summary, be sure to proofread it carefully for any errors or typos. This is not the time to skimp on quality and may be another reason to hire a professional business plan writer.

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How to Write a Business Plan Executive Summary That Sells Your Idea Here's an easy-to-follow outline to create an impactful business plan executive summary.

By Eric Butow • Oct 27, 2023

• The purpose of an executive summary
• Common mistakes to avoid

Opinions expressed by Entrepreneur contributors are their own.

This is part 3 / 8 of Write Your Business Plan: Section 3: Selling Your Product and Team series.

The first part of your plan that anybody will see, after the title page and table of contents, is the executive summary. This could be considered an expanded table of contents (in prose form) because it's more than an introduction to the rest of the plan. It's supposed to be a brief look at the key elements of the whole plan—and it's critical.

Executive Summaries Sell Ideas

The actual executive summary should be only a page or two. In it you may include your mission and vision statements, a brief sketch of your plans and goals, a quick look at your company and its organization, an outline of your strategy, and highlights of your financial status and needs. If you've ever read a CliffsNotes version of a classic novel, you get the idea. Your executive summary is the CliffsNotes of your business plan.

Related: Executive Summary

Labor over your summary. Polish it. Refine it. Ask friends and colleagues to take a look at it, and then take their suggestions to heart. If your plan isn't getting the response that you want when you put it to work, suspect a flaw in the summary. If you get a chance to look at another plan that was used to raise a pile of cash, give special scrutiny to the executive summary.

The summary is the most important part of your whole plan. Even if a plan is relatively short, it's difficult for most people to keep that much information in their minds at once. It's much easier to get your arms around the amount of information—just one or two pages—in an executive summary. Your plan is going to be judged on what you include in the summary and on how well you present it.

A good rule of thumb for writing an effective and efficient business plan is to avoid repeating information. Brief is better and clearer, and needless repetition may annoy some readers and confuse others. Take extra care when writing your summary. You'll be glad you did.

Related: How to Craft a Business Plan That Will Turn Investors' Heads

Ultimately, you want the executive summary to be as strong as possible because it is also the first thing people read in your plan, and we all know the power of a strong first impression. This is where you want to wow people and make them think. This is like the coming attractions, or trailers, at the movie theater. You want that trailer to be enticing and bring the audience members back to see the film. Likewise, you want your readers to want to read your plan.

Your Business Plan's Elevator Pitch

As Tim Berry writes in his article How to Write an Executive Summary : "The executive summary is like an elevator pitch. You're selling someone on reading your full plan while quickly summarizing the key points. Readers will expect it to cover certain areas of your business—such as the product, market, and financial highlights, at the very least. While you need to include what's necessary, you should also highlight areas that you believe will spark the reader's interest. Remember, you're telling the brief but convincing story of your business with this summary. Just be sure that you're able to back it up with the right details with the rest of your business plan."

Related: How to Write a Business Plan

When Should You Write Your Executive Summary?

Because the executive summary comes first in your plan, you may think you should write it first as well. Actually, you should write it last, after you've spent considerable time mulling over every other part of your plan. Only then will you truly be able to produce a summary of all that is there. Returning to the CliffsNotes analogy, it's impossible to summarize a book until the book is written.

Purposes of the Executive Summary

The executive summary has to perform a host of jobs. First and foremost, it should grab the reader's attention. It has to briefly hit the high points of your plan. It should point readers to questions requiring detailed responses to the full-length sections of your plan where they can get answers. It should ease the task of anybody whose job it is to read it, and it should make that task enjoyable by presenting an interesting and compelling account of your company.

The first question any investor has is, "How much?" followed closely by, "When will I recoup my investment?" Perceived risk and exit strategies are supportive information, and these in turn are supported by the quality of the management team and the proposed strategies.

Related: Why You Shouldn't Send Your Business Plan to Investors

It doesn't much matter whether you are presenting the plan to a family member, friend, banker, or sophisticated investors such as investment bankers or venture capitalists. They all need the same information. Concealing the amount and terms will only lessen your chances of successful financing.

How Long Should an Executive Summary Be?

Five minutes. This is how long an average reader will spend with your plan. If you can't convey the basics of your business in that time, your plan is in trouble. So make sure your summary, at least, can be read in that time and that it's as comprehensive as possible within that constraint. If you are using a deck, limit yourself to one slide and one minute of comments.

Related: How to Create a Business Plan Investors Will Love

Points to Include in an Executive Summary

A suggested format for an executive summary:

The business idea and why it is necessary. What problem does it solve?

• How much will it cost, and how much financing are you seeking?
• What will the return be to the investor? Over what length of time?
• What is the perceived risk level?
• Where does your idea fit into the marketplace?
• What is the management team?
• What are the product and competitive strategies?
• What is your marketing plan?
• What is your exit strategy?

If you can address each of these in two or three sentences, you will have a twenty to twenty-seven-sentence executive summary.

If your company is complex, you'll need a separate section inside the plan with a heading like "Company Description" to describe its many product lines, locations, services, or whatever else it is that makes it a little too complicated to deal with quickly. In any event, you provide a brief description, no longer than a few sentences, of your company in the executive summary. And for many firms, this is an adequate basic description of their company. Here are some one- or two-sentence (mock) company descriptions:

John's Handball Hut is the Hamish Valley's leading purveyor of handball equipment and clothing.

Boxes Boxes Boxes Inc. will provide the people of the metropolitan area with a comprehensive source for packing materials, containers, and other supplies for the do-it-yourself move.

Salem Segway Witch Tours offers tourists the only Segway tours of the infamous home of the seventeenth-century witch trials.

Related: Turn Your Business Plan Into Money!

Optional Information

The following items are not a necessity in your business plan: mission statement and corporate vision. If you have honed either down to a clear and concise sentence, by all means, use it in your plan.

A mission statement is a sentence or two describing the company's function, market, competitive advantages, and business goals and philosophies.

Many mission statements communicate what your business is about and should include a description of what makes you different from everybody else in your field. Mission statements have a place in a plan: They help investors and other interested parties get a grip on what makes your company special. A mission statement should be clearly written. Here are some (again, mock) examples:

River City Roadsters buys, restores, and resells classic American cars from the 1950s and 1960s to antique-auto buffs throughout central Missouri.

Captain Curio is the Jersey Shore's leading antique store, catering to high-quality interior decorators and collectors across the tri-state area.

August Appleton, Esq., provides low-cost legal services to personal- injury, workers' compensation, and age-discrimination plaintiffs in Houston's Fifth Ward.

Related: How to Use Your Business Plan Most Effectively

Corporate Vision

A mission statement describes the goals and objectives you could "reasonably" expect to accomplish. A small software company whose mission statement included the goal of "putting Microsoft out of business" would be looked upon as foolishly naive.

In a vision statement, however, just those sorts of grandiose, galactic-scale images are perfectly appropriate. When you "vision"—to borrow the management consultant's trick of turning nouns into verbs—you imagine the loftiest heights you could scale, not the next step or several steps on the ladder.

Does a vision statement even have a place in a business plan? You could argue that it doesn't, especially because many include personal components such as "to love every minute of my work and always feel I'm doing my best." But many investors deeply respect visionary entrepreneurs. So, if you feel you have a compelling vision, there's no reason not to share it in your plan.

Related: 6 Tips for Making a Winning Business Presentation

Extract the Essence

The key to the executive summary is to pick out the best aspects of every part of your plan. In other words, you want to extract the essence. Instead of describing everyone in your company, talk only about your key managers. Instead of talking about all your products, mention only the major ones or discuss only product lines instead of individual products. It's a highlight reel, so to speak.

Article Tools and Summarizing the Summary

Within the overall outline of the business plan, the executive summary will follow the title page. The summary should tell the reader what you are planning to do. All too often, the business owner's desires are buried and lost when the reader scrolls through. Clearly state what you are planning to do (your ideas) and what you are seeking in the summary.

The statement should be kept short and businesslike, ideally no more than half a page. It could be longer, depending on how complicated the use of funds may be, but the summary of a business plan, like the summary of a loan application, is generally no more than one page. Within that space you'll need to provide a synopsis of the entire business plan. Key elements that should be included are:

Financial requirements. Clearly states the capital needed to start or expand the business. Detail how the capital will be used and the equity, if any, that will be provided for funding. If the loan for initial capital will be based on security instead of equity within the company, you should also specify the source of collateral.

Related: The One-Paragraph Start-Up Plan

Business concept. Describes the business, its product(s), and the market it will serve. It should point out just exactly what will be sold, to whom, and why the business will hold a competitive advantage.

Financial features. Highlights the important financial points of the business including sales, profits, cash flows, and return on investment. Current business position. Furnishes relevant information about the company, its legal form of operation, when it was formed, the principal owners, and key personnel.

Major achievements. Details any developments within the company that are essential to the success of the business. Major achievements include items like patents, prototypes, location of a facility, any crucial contracts that need to be in place for product development, or results from any test marketing that has been conducted.

When writing your statement of purpose, don't waste words. If the executive summary is eight pages, nobody's going to read it because it will be very clear that the business, no matter what its merits, won't be a good investment because the principals are indecisive and don't really know what they want. Make it easy for the reader to realize at first glance both your needs and capabilities.

Related: The Main Objectives of a Business Plan

More in Write Your Business Plan

Section 1: the foundation of a business plan, section 2: putting your business plan to work, section 3: selling your product and team, section 4: marketing your business plan, section 5: organizing operations and finances, section 6: getting your business plan to investors.

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How To Write A Good Business Plan Executive Summary

The executive summary for a business plan is a brief, positive synopsis of the business that goes at the beginning of your business plan. 3 min read updated on February 26, 2023

What Is An Executive Summary?

What is an executive summary for a business plan, and how do you create one? 

An executive summary is a brief, positive synopsis of the business and goes at the beginning of your business plan. An executive summary is normally about one to two pages long, contains two-sentence overviews of each section within the plan, and covers the most important information about the business. 

Ideally, potential  investors will be able to quickly grasp the key elements of your business plan from the executive summary alone. They can then read deeper into areas they are particularly interested in.

Finally, the executive summary should be clear, succinct, and engaging while remaining succinct and professional. A dry executive summary will not entice readers to take an interest in your business.

What Goes into an Executive Summary?

The full content of the executive summary will vary depending on if the business is a startup or an established business. However, there are certain elements common to both.

Every executive summary should include:

• The name and location of the business.
• Your company's value proposition, explaining what sets your company apart from your competitors.
• The marketplace need(s) your company meets, with evidence of that need.
• How your company's products and/or services meet that need.
• A description of your competition and the advantages your company has over them.
• A description of your target market and customer.
• An overview of your company's management team and how each member contributes to its success.
• A description of the company's current developmental stage.
• A financial summary, showing projected sales and profits for the next three years in a way that is both honest and convincing.
• If you are requesting money from a financial institution, state the specific amount you want. For investors, state the percentage stake in the company you're offering for their financial backing.
• A summary of major milestones so far and your goals for the future.

Startups, or pre-revenue companies, should also include:

• A brief overview of your sales and marketing strategy.
• Your implementation plan, describing how you intend to get the business from planning to opening.

For established businesses, be sure to add:

• Your  mission statement , which is a brief description of the purpose and values of the company. This helps to attract the right investors who share your common vision.
• A short history of the company, including the products and/or services it provides and general statistics (number of employees, locations, etc.).
• An overview of how the business has grown, both revenue and market share.
• A financial summary.
• A   business roadmap describing your plans for the company. Investors want to see how you plan to use their money to grow the business.

How To Write A Business Plan Executive Summary

• Write it after - Write the executive summary after you have completed  the entire business plan .
• Create a compelling case - Start the executive summary with a compelling case for why you have a great business idea. No matter how good the rest of the plan looks, no one is going to be interested in a bad idea.
• Keep the tone upbeat, but don't oversell. While you don't need to mention ordinary risks, it's OK to note unusual challenges. However, always be sure to highlight the positives.
• Write in concise language using layman's terms. Anyone without knowledge of your business should be able to understand your executive summary and recognize the opportunity it presents.
• Present a clear plan for your business. Do not be ambiguous. Multiple options convey indecision and uncertainty which are turn-offs for potential investors.
• Conclude with positivity. Your executive summary should end with a few sentences that tell the reader why your business will be successful. Keep the language positive and confident, and avoid unsure words like “maybe” and “possibly.”
• When you've finished, read it back to yourself aloud. Make changes where sentences sound awkward or don't flow well. Then give it to someone who is unfamiliar with your business to read. Note their feedback.

The executive summary is the most important part of your business plan, but it need not be the hardest to write. If you've written the plan, you've already done most of the work.

Do you want a lawyer to review your business plan?

There are plenty of  examples of executive summaries online to guide you further.

If you need help reviewing your business plan with a legal counsel business plan, you can  post your legal need on UpCounsel's marketplace. UpCounsel accepts only the top 5 percent of lawyers to its site. Lawyers on UpCounsel come from law schools such as Harvard Law and Yale Law and average 14 years of legal experience, including work with or on behalf of companies like Google, Menlo Ventures, and Airbnb.

Hire the top business lawyers and save up to 60% on legal fees

Content Approved by UpCounsel

• How to Write An Executive Summary for a Business Plan
• Business Plan Executive Summary Example Startup
• Creating a Business Plan
• Business Plan
• Business Plan Format: Everything you Need to Know
• Management Summary Business Plan Sample
• Business Description Outline
• Parts of Business Plan and Definition
• Executive Contract
• How to Write Up a Business Plan for Investors

How to get their attention fast.

The business plan executive summary stands alone in its own section of your business plan. This is arguably the most important section of your business plan. It is meant to be a fast read that hooks the reader and leaves them wanting more.

The overall length of business plans has gotten shorter over the past ten years. All of us expect to be able to find what we’re looking for quickly. When you’re writing your plan, this trend makes your job easier but also means you’ll have to be strategic and precise. As you’ll see, your business plan executive summary can be as short as a few pages. That’s not a problem, as long as those pages include the right information that your readers will be expecting to see. Also, it’s important that you choose your words carefully and make this section as compelling as possible. We’ll show you how to create a small business plan executive summary.

Follow the easy business plan template provided to accomplish this goal. When you click the link for each section below, you’ll find step-by-step instructions, a template for your introduction or elevator pitch, and examples of both good and bad executive summaries. Follow the guidelines provided and your plan will address your business in the manner bankers and investors expect to see when they consider making an investment or a small business loan.

As you go through each section of the business plan executive summary you’ll find business plan templates, guidelines, and examples that will show you how to write a business plan that gets praise and attention.

Included in this Section

• Introducing Your Business
• Business Structure
• Stating Your Objective

Ready to complete your business plan in just 1 day?

Click GET STARTED to learn more about our fill-in-the-blank business plan template.  We’ll step you through all the details you need to develop a professional business plan in just one day! 

Successfully used by thousands of people starting a business and writing a business plan.  It will work for you too!

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• Project planning |
• How to write an executive summary, with ...

How to write an executive summary, with examples

The best way to do that is with an executive summary. If you’ve never written an executive summary, this article has all you need to know to plan, write, and share them with your team.

An executive summary is an overview of a document. The length and scope of your executive summary will differ depending on the document it’s summarizing, but in general an executive summary can be anywhere from one to two pages long. In the document, you’ll want to share all of the information your readers and important stakeholders need to know.

Imagine it this way: if your high-level stakeholders were to only read your executive summary, would they have all of the information they need to succeed? If so, your summary has done its job.

You’ll often find executive summaries of:

Business cases

Environmental studies

Market surveys

Project plans

In general, there are four parts to any executive summary:

Start with the problem or need the document is solving.

Outline the recommended solution.

Explain the solution’s value.

Wrap up with a conclusion about the importance of the work.

What is an executive summary in project management?

In project management, an executive summary is a way to bring clarity to cross-functional collaborators, team leadership, and project stakeholders . Think of it like a project’s “ elevator pitch ” for team members who don’t have the time or the need to dive into all of the project’s details.

The main difference between an executive summary in project management and a more traditional executive summary in a business plan is that the former should be created at the beginning of your project—whereas the latter should be created after you’ve written your business plan. For example, to write an executive summary of an environmental study, you would compile a report on the results and findings once your study was over. But for an executive summary in project management, you want to cover what the project is aiming to achieve and why those goals matter.

The same four parts apply to an executive summary in project management:

Start with the problem or need the project is solving.  Why is this project happening? What insight, customer feedback, product plan, or other need caused it to come to life?

Outline the recommended solution, or the project’s objectives.  How is the project going to solve the problem you established in the first part? What are the project goals and objectives?

Explain the solution’s value.  Once you’ve finished your project, what will happen? How will this improve and solve the problem you established in the first part?

Wrap up with a conclusion about the importance of the work.  This is another opportunity to reiterate why the problem is important, and why the project matters. It can also be helpful to reference your audience and how your solution will solve their problem. Finally, include any relevant next steps.

If you’ve never written an executive summary before, you might be curious about where it fits into other project management elements. Here’s how executive summaries stack up:

Executive summary vs. project plan

A  project plan  is a blueprint of the key elements your project will accomplish in order to hit your project goals and objectives. Project plans will include your goals, success metrics, stakeholders and roles, budget, milestones and deliverables, timeline and schedule, and communication plan .

An executive summary is a summary of the most important information in your project plan. Think of the absolutely crucial things your management team needs to know when they land in your project, before they even have a chance to look at the project plan—that’s your executive summary.

Executive summary vs. project overview

Project overviews and executive summaries often have similar elements—they both contain a summary of important project information. However, your project overview should be directly attached to your project. There should be a direct line of sight between your project and your project overview.

While you can include your executive summary in your project depending on what type of  project management tool  you use, it may also be a stand-alone document.

Executive summary vs. project objectives

Your executive summary should contain and expand upon your  project objectives  in the second part ( Outline the recommended solution, or the project’s objectives ). In addition to including your project objectives, your executive summary should also include why achieving your project objectives will add value, as well as provide details about how you’re going to get there.

The benefits of an executive summary

You may be asking: why should I write an executive summary for my project? Isn’t the project plan enough?

Well, like we mentioned earlier, not everyone has the time or need to dive into your project and see, from a glance, what the goals are and why they matter.  Work management tools  like Asana help you capture a lot of crucial information about a project, so you and your team have clarity on who’s doing what by when. Your executive summary is designed less for team members who are actively working on the project and more for stakeholders outside of the project who want quick insight and answers about why your project matters.

An effective executive summary gives stakeholders a big-picture view of the entire project and its important points—without requiring them to dive into all the details. Then, if they want more information, they can access the project plan or navigate through tasks in your work management tool.

How to write a great executive summary, with examples

Every executive summary has four parts. In order to write a great executive summary, follow this template. Then once you’ve written your executive summary, read it again to make sure it includes all of the key information your stakeholders need to know.

1. Start with the problem or need the project is solving

At the beginning of your executive summary, start by explaining why this document (and the project it represents) matter. Take some time to outline what the problem is, including any research or customer feedback you’ve gotten . Clarify how this problem is important and relevant to your customers, and why solving it matters.

For example, let’s imagine you work for a watch manufacturing company. Your project is to devise a simpler, cheaper watch that still appeals to luxury buyers while also targeting a new bracket of customers.

Example executive summary:

In recent customer feedback sessions, 52% of customers have expressed a need for a simpler and cheaper version of our product. In surveys of customers who have chosen competitor watches, price is mentioned 87% of the time. To best serve our existing customers, and to branch into new markets, we need to develop a series of watches that we can sell at an appropriate price point for this market.

2. Outline the recommended solution, or the project’s objectives

Now that you’ve outlined the problem, explain what your solution is. Unlike an abstract or outline, you should be  prescriptive  in your solution—that is to say, you should work to convince your readers that your solution is the right one. This is less of a brainstorming section and more of a place to support your recommended solution.

Because you’re creating your executive summary at the beginning of your project, it’s ok if you don’t have all of your deliverables and milestones mapped out. But this is your chance to describe, in broad strokes, what will happen during the project. If you need help formulating a high-level overview of your project’s main deliverables and timeline, consider creating a  project roadmap  before diving into your executive summary.

Continuing our example executive summary:

Our new watch series will begin at 20% cheaper than our current cheapest option, with the potential for 40%+ cheaper options depending on material and movement. In order to offer these prices, we will do the following:

Offer watches in new materials, including potentially silicone or wood

Use high-quality quartz movement instead of in-house automatic movement

Introduce customizable band options, with a focus on choice and flexibility over traditional luxury

Note that every watch will still be rigorously quality controlled in order to maintain the same world-class speed and precision of our current offerings.

3. Explain the solution’s value

At this point, you begin to get into more details about how your solution will impact and improve upon the problem you outlined in the beginning. What, if any, results do you expect? This is the section to include any relevant financial information, project risks, or potential benefits. You should also relate this project back to your company goals or  OKRs . How does this work map to your company objectives?

With new offerings that are between 20% and 40% cheaper than our current cheapest option, we expect to be able to break into the casual watch market, while still supporting our luxury brand. That will help us hit FY22’s Objective 3: Expanding the brand. These new offerings have the potential to bring in upwards of three million dollars in profits annually, which will help us hit FY22’s Objective 1: 7 million dollars in annual profit.

Early customer feedback sessions indicate that cheaper options will not impact the value or prestige of the luxury brand, though this is a risk that should be factored in during design. In order to mitigate that risk, the product marketing team will begin working on their go-to-market strategy six months before the launch.

4. Wrap up with a conclusion about the importance of the work

Now that you’ve shared all of this important information with executive stakeholders, this final section is your chance to guide their understanding of the impact and importance of this work on the organization. What, if anything, should they take away from your executive summary?

To round out our example executive summary:

Cheaper and varied offerings not only allow us to break into a new market—it will also expand our brand in a positive way. With the attention from these new offerings, plus the anticipated demand for cheaper watches, we expect to increase market share by 2% annually. For more information, read our  go-to-market strategy  and  customer feedback documentation .

Example of an executive summary

When you put it all together, this is what your executive summary might look like:

Common mistakes people make when writing executive summaries

You’re not going to become an executive summary-writing pro overnight, and that’s ok. As you get started, use the four-part template provided in this article as a guide. Then, as you continue to hone your executive summary writing skills, here are a few common pitfalls to avoid:

Avoid using jargon

Your executive summary is a document that anyone, from project contributors to executive stakeholders, should be able to read and understand. Remember that you’re much closer to the daily work and individual tasks than your stakeholders will be, so read your executive summary once over to make sure there’s no unnecessary jargon. Where you can, explain the jargon, or skip it all together.

Remember: this isn’t a full report

Your executive summary is just that—a summary. If you find yourself getting into the details of specific tasks, due dates, and attachments, try taking a step back and asking yourself if that information really belongs in your executive summary. Some details are important—you want your summary to be actionable and engaging. But keep in mind that the wealth of information in your project will be captured in your  work management tool , not your executive summary.

Make sure the summary can stand alone

You know this project inside and out, but your stakeholders won’t. Once you’ve written your executive summary, take a second look to make sure the summary can stand on its own. Is there any context your stakeholders need in order to understand the summary? If so, weave it into your executive summary, or consider linking out to it as additional information.

Always proofread

Your executive summary is a living document, and if you miss a typo you can always go back in and fix it. But it never hurts to proofread or send to a colleague for a fresh set of eyes.

In summary: an executive summary is a must-have

Executive summaries are a great way to get everyone up to date and on the same page about your project. If you have a lot of project stakeholders who need quick insight into what the project is solving and why it matters, an executive summary is the perfect way to give them the information they need.

For more tips about how to connect high-level strategy and plans to daily execution, read our article about strategic planning .

Related resources

How Asana uses Asana to streamline project intake processes

How Asana uses work management for smoother creative production

6 steps for writing a persuasive project proposal

How to create a request for information (RFI) document

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Home » Business Plans

How to Write a Business Plan Executive Summary [Sample Template]

A good executive summary is the holy grail of good business plan writing. Even though it comes after you have written and thought through every other facet of your business, it is arguably the most important part of the puzzle. As its name implies, the executive summary is a brief overview of your business plan. Call it an introduction to your business and you would be very right.

The executive summary gives time-crunched executives or VCs  that high-level overview that will either persuade them to read your plan further or toss it in a trashcan without a second thought. Even though the executive summary is the first thing that the readers of your business plan will go through, you should write it last because it summarizes everything from that start to the end of your business plan.

Also, it is usually the first and probably the most important thing that busy investors consider before deciding if your business plan is worth spending a minute on. Secondly, since it’s a summary, you will only be highlighting the main facets of what you have uncovered over the course of writing your business plan. Below is a list of what your executive summary should include:

Components of a Business Plan Executive Summary

• Business concept (what you do or what you intend to do)
• Business goals and vision (what you want to achieve)
• Product/service description and differentiation (what you offer and what makes it different)
• Target market (who you want to sell to)
• Marketing plan (how you plan to reach your customers)
• Current financial state (what you currently make in revenue—for existing business looking at expansion, or how much you already have on ground—for startups)
• Projected financial state (what you foresee making in revenue)
• The request (how much funds you are asking for)
• The team (who runs your business)

Your business plan executive summary must provide brief information on the following areas of your business;

• The target market : it has to describe the type of customers you will be targeting.
• Business model : it should describe your products or services and what will make them appealing to the target market.
• Marketing and sales strategy : it should touch briefly your plans for marketing your products or services.
• The competition : since competition is a major part of business, so it has to describe how you plan on dealing with the completion and gaining market share. It should equally state your competitive advantage.
• Financial analysis : it should summarize your financial plan
• Owners/Staff : it should describe the owners and the key staff members and the expertise they bring to the venture.
• Implementation plan : it should briefly outline the schedule for taking your business from the planning stage to opening your doors.
• An overview of funding requirements : you need to state the amount of funding you need, and what the money would be used for.
• Growth highlights : it should give any instances of growth and, if possible, illustrate that growth with graphs or charts.
• Future Plans : This doesn’t have to be too detailed, but it should give anyone reading your summary an idea of where your business is heading and how you intend to get there.

Writing a business plan executive summary is not that difficult, you only need to include the summary of the details that were listed above. You executive summary should be arranged this way;

Writing a Business Plan Executive Summary – Sample Template

You can start by describing your company, your mission and vision statements. Include your Business Name and address. If you are lost for words on how to describe your company, think about how you want your employees, customers and the business community to view your company.

This intro paragraph should be attention-getting from the start. It is wise to bring in impressive attributes of your company, but be specific here. Potential investors will want to see real evidence of demonstrated skills and unique abilities. Use this section to highlight company or employee accolades, albeit briefly. Describe the organizational structure and name key employees.

The names and titles of key employees are sufficient; however, include a brief description of executive team members’ responsibilities and duties. Include a list of satellite offices, contact information for each location and how many employees would work in each location.

2. Your business offering

Write a description of what your business aims to offer to its target market. Here, you should give a description of the product or service the business expects to offer. Highlight the products or services in a way that sounds appealing and sets you apart from the competition. The aim of the executive summary is to intrigue the reader enough to read what the rest of the business plan holds.

3. Your finances

This section is where you now talk about the financial aspects of your business. Disclose all business partners, investors and banks you have business relationships with. Explain the role of each entity or individual, the amounts invested or financed, and fiduciary terms and responsibilities.

If you are proposing your business plan to additional lending institutions or investors, this information can strengthen your plan by illustrating confidence others have in your ability to operate a successful business. This section should also include sales and profit projections for the business. You are free to use charts or graphs to reflect this information if it would provide more insight than texts.

Construct the final section of your executive summary by drafting comments about your organization’s accomplishments, accolades or remarkable growth. In this section, briefly describe your plan for achieving your company’s future goals.

Having discussed how an executive plan is written, let’s go further by looking at tips on how to ensure that your executive summary is perfectly written.

8 Tips for Writing a Perfect Business Plan Executive Summary

A. you must ensure that your first paragraph is strong enough.

To attract the reader’s attention and compel them to read the rest of the summary. For example, you can start by stating a market problem that your business promises to fix.

b. Remember, it’s all a summary

So, keep it short. The business plan itself will provide the details. So, don’t waste the reader’s time or irritate them by adding unnecessary details in your executive summary.

c. Use strong and positive language

Don’t weaken or dilute your statements with inappropriate words. For example, instead of writing “Our business might just become the market winner in the next five years”, write “Our business is poised to become the market winner in the next five years.”

d. Although there is no standard page length for executive summaries

It is better to keep it within two pages. Always resist the temptation to stuff your business plan’s executive summary with details that are already covered in the rest of the plan. Remember, the summary is meant to present facts about your business and entice the reader to read the rest of the plan.

e. Fine-tune your executive summary after writing it

Read it aloud to yourself. Does it sound great to you? Does it sound clear and brief, but detailed ? If you are satisfied with it, let someone else who knows nothing about your business read it and give suggestions on how you can improve it.

f. Customize the executive summary for your target audience

If your motive is to entice investors, for instance, your summary should hammer on the benefits that investors stand to gain from the opportunity you are presenting to them. Also, use formal or informal language depending on what’s more appropriate for your target audience.

g. Read the executive summary aloud once again

Putting yourself in place of the reader this time. Does the summary trigger your interest in the business or put you off instantly? Does the summary sound too good to be true, due to the choice of words? After reading it thoroughly, make necessary adjustments.

h. Clear your vocabularies of any self-glorifying superlatives

Clichés, and overused expressions that you may not be able to back up. Avoid words like “ best ”, “ ground-breaking ”, “ cutting-edge ”, “ world class ”, etc. Investors and other readers see those words almost every day and they tend to overlook their real meanings.

In conclusion

When writing your executive summary, even though it comes first, but aim to write it last after you have written the rest of your plan. This is the only way to know what exactly you should include when writing it. You have already done the research, so use that when pulling together the salient points of the executive summary.

Also, ensure that you check, double-check and triple-check your executive summary for any errors. Grammatical and spelling errors should be eradicated. But more importantly, your financial projections should contain absolutely no errors. Just one slight financial error will make you an amateur to any savvy investor.

Again, don’t be afraid to let your passion or excitement for your business come through in your executive summary. Investors typically believe that it takes a certain kind of entrepreneur to make a successful business, so capitalize on your commitment to get the backing you need.

More on Business Plans

• Grasshopper

Writing Your Executive Summary

• Lesson Materials Writing Your Executive Summary Worksheet
• Completion time About 40 minutes

As you learned in course one, sometimes you only have a few seconds to make a first impression with investors. The same rule applies to your business plan – that's where you executive summary comes into play.

The executive summary is your chance to lay out all the highlights of your business plan. Often, if an executive summary isn't catching enough, investors won't bother to read the rest of the business plan. So in this session, we'll teach you how to write an executive summary that keeps your audience engaged.

Components of an Executive Summary

Think of an executive summary as a "trailer" for your business plan. Like a movie trailer, the tone of your summary should match your audience. For instance, you wouldn't feature spooky music for a child's movie.

As such, if your business idea is fun, unique, and geared toward a younger customer base, the tone of your executive summary can carry a more casual – but still professional – tone than if your business idea was geared toward law professionals. A good tip to keep in mind is that your executive summary should match the tone of the company culture you want to create and market you want to capture.

When it comes to the length of an executive summary, remember, it's a summary. It can be as short as one page and shouldn't be longer than 5-10 percent of the main document. The most important thing is that it should be short enough that professionals don't get lost reading it but long enough that it's complete and includes all the key components.

The essential components that must be cooked into an executive summary include:

• Problem, Solution, & Opportunity

We'll cover each component in more depth below.

When it comes to the first line of your executive summary, make it count. The hook needs to pull readers into the rest of your executive summary and ultimately your business plan. A good way to do this is to use engaging language and tone, in addition to being clear about what your idea is.

Within the same introductory paragraph, you'll clearly state your business mission. Here's where you talk about your company's name, location, services, and target market. This paragraph is where you clearly state your business' concept and objectives. Be sure to focus on the main points you want readers to take away. If done right, the points should highlight your unique selling proposition that will ultimately make your business a success.

Problem, Solution, and Opportunity

The one thing on investors' minds as they skim the beginning paragraphs of your executive summary will be, "Is there a market for this?" And in the beginning paragraphs of your executive summary, it's up to you to clearly answer YES.

To do this, you'll start off by summarizing the problem your business will solve. State who your customer is and what their needs are.

Once you have clearly (and briefly) identified the problem, then it's up to you to prove that your business idea is going to solve it; your business idea has an opportunity to provide value.

Outline how your business will have a competitive edge, how there is a market for your service or product, and how this could be a missed opportunity if not executed. Whether you’re improving on an existing idea or providing something totally new, you need to prove that your business will have a standing in the market.

Teamwork is the only way your dream will work. And investors will be interested to know who’s going to make up your management team. Be sure to answer the following questions in this section of the executive summary:

• Who do you plan to hire right away?
• Who will come in long-term?
• What expertise and skills will they need?
• What will each team member's role be in the company?

We’ll go into more detail on putting together your management team later in this course.

The most important thing to keep in mind for this section is to keep it both realistic and compelling. It's great to be positive but it's imperative to be accurate.

Financial data to include:

• Product and service pricing
• Start-up cost
• Ongoing expenses
• Potential revenue for 3-5 years

By the end of reading the financial data, you want it to be clear how much money is expected to come in and out of your business. This will give investors an idea of whether your business is a good candidate for an investment and how much it may need.

Often "the ask" at the end of the executive summary is for buy-in; getting investors to back your new business idea. So when you've hit this point in the document, be clear and specific. Also, phrase it in a way that reminds investors of the business opportunity. For instance, in funding your new business with X amount, your business can be successful.

Executive Summary Do's and Don'ts

You just digested a lot. To summarize the goal of an executive summary, keep the following do's and don'ts in mind:

• Don't write a lengthy executive summary
• Don't write the executive summary first
• Don't write a financial summary that is unrealistic
• Don't include information that doesn't exist in the business plan
• Do use a tone and language that matches both your company culture and audience
• Do make your executive summary compelling
• Do write the executive summary in the order of the business plan

Now it's your turn! Download the attached worksheet and start outlining your executive summary.

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How to Write a Great Executive Summary in a Business Plan

• March 2, 2024

10 Min Read

We all know that pursuing investors for funding or entrepreneurs for partnership is a challenging task. But an engaging executive summary makes it easy for you.

A well-written executive summary acts as the first impression in convincing your readers of anything related to your business.

But the question is how to write one!

See, include all the sections in the summary, highlight all the main points of the business plan, keep the language simple & clear, and voila, you will have a nice executive summary.

But if you want to know more about how to write an engaging executive summary in a business plan with all the tips, then hop on, let’s begin.

What is an executive summary in a business plan?

An executive summary is a concise and compelling overview of the whole business plan. It includes and highlights all the key points of the plan as an introduction.

It should be clear, well-structured, and engaging, prompting the reader to want to learn more. It also should provide enough information to convey the business plan’s purpose.

Simply put, it is an outline of the business plan. And it helps readers to understand your business before making any decision.

Purpose of an executive summary

An Executive summary is one of the core parts of the business plan, and it has many purposes instead of just being a section, let’s see:

Concise overview

An executive summary is a short version of your business plan. Since not everyone has time to read the full plan, a well-crafted summary gives investors a quick overview of your business, helping them make decisions right there and then.

Decision-making

Executive summary plays a crucial role in the decision-making journey. As it presents all the facts and key findings of the business concisely, it helps decision-makers get a quick overview in no time. This way, readers do not have that fear of not making an informed decision.

Accessibility

An executive summary makes a document more accessible to a wider audience. Those who are not an expert in understanding all the technicalities of the plan can get the gist of the entire business plan by reading an executive summary.

Now that you know the importance of writing an executive summary, let us move forward with the topic of how to actually write one.

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How to write an executive summary for a business plan

1. introduce the purpose.

First things first, let your readers know what is this all about—meaning what your document is all about and which business you are doing.

Then introduce the purpose your business plan is going to address. This way you are setting the base of your business plan, giving a clear idea to the readers about why this document is important.

2. Give the company description

Here, briefly describe your company. It includes things like business name , location, owners, company history, and other such things of the business that matter.

If you are just starting up, then focus on the qualifications and responsibilities of your team members.

Highlight any key milestones or achievements demonstrating your company’s growth and success. This section should give readers a clear understanding of what your company does, why it exists, and how it has evolved.

3. State the problem and how will you solve it

Mention the problem in the market first that your product or service will help solve. This will make your readers confident about your market research and your offerings.

Then showcase the innovative solution your business will offer. Highlight the unique value proposition of your business along with it. Also, mention how your product or service is a market fit and has demand in the industry.

4. Outline market analysis

Once you have defined the problem and solution, it is time to mention the market landscape for your business. It should include the market size, expected growth, target market, and all other demographics.

Also, highlight your competitive advantage here. And mention the market share you are going to capture.

5. Define your business model

In this section, mention how your business earns the revenue and how it works. It sets a clear picture of how your company will make a profit and cover the costs.

This information is necessary for investors, so make sure to present it engagingly and realistically.

6. Give an overview of your marketing and sales strategies

Once you start the business, one of the most important things investors would want to know is how will you attract customers. Therefore, this section is all about what strategies you will implement to bring in new customers and how your business will retain them.

It includes the brand message, logo, marketing medium, and all other tools you have for marketing. Apart from that, it also showcases the seriousness of reaching the sales goal of your business.

7. Mention the team you hired or will hire

Provide an overview of the organizational structure and current team. Introduce yourself and your team members, along with their qualifications and roles in the firm.

Also, identify any gaps and the needs of other employees in the business. In short, this section gives readers a clear understanding of your team’s capabilities and how you plan to leverage their skills for the success of your business.

8. Mention your financial summary

In this part, you outline your company’s current brief financial summary and future projections. It includes annual revenue, sales and expenses, and milestones for the coming years.

For existing companies, former years’ revenue and sales numbers can act as evidence to support forecasts. For startups, it is suggested to include all the costs as it will help investors to know completely about the financial picture of your company before making any decision.

9. Funding requirement

If you are preparing your business plan’s executive summary for seeking funding, then make sure to include this section. Make sure what you include in this section and what you ask practically.

Some of the questions you need to answer in this section are:

• How much funding do you need in total?
• How much have you already secured?
• How much are you seeking from the current readers?
• Where are you going to use this funding?
• How much will this funding impact your business?

Answering these questions will help investors get a quick look at your funding requirements without having to wait till the end of your business plan. This saves time and is more efficient.

Before you write an executive summary, this question might have occurred to you a lot more times what is the ideal length of a summary, right? Worry not, let’s discuss the length here.

Keep your executive summary as short as possible, because your audience has limited time and attention span.

Generally, executive summaries are 1-2 pages long, but you can exceed this norm if necessary. However, it is necessary to consider the length of the business plan too before you finalize the length of the executive summary.

The key over here is to get the reader’s attention and highlight all the essential points of a detailed business plan.

Understand your audience.

Before writing the summary, you need to first know and understand your audience. Consider their background, knowledge level, and expectations to ensure that the summary matches their expectations.

Keep it as an elevator pitch

Remember, executive summaries are like elevator pitches. You’re selling your business just by reading the focus points only.

Perhaps readers would want to know every aspect of your business, and with a well-written summary, they can have the essence of the business in no time.

Keep it short and sweet

Ideally, a great executive summary is about a page or two. Whatever length seems ideal to you, make sure to make it a brief and not a detailed one. Keep it as short as you can without missing the needed part.

Prefer to write it last

Though being the first sections, entrepreneurs generally choose to write the executive summary at the end, till then, they have a thorough knowledge of the entire plan.

And it is easier to write the summary after having all the focus points to write about. So, prefer writing the summary in the end.

Use a structured format and highlight the main points first

You have to present your summary in an organized structure, though change the order as per the importance. You can highlight the main things first and then gradually go to the financial plan. In short, in skim reading, your audience should get the crux.

Example of a business plan executive summary

Business Name: Elegance Bistro Location: Queens, New York Type of Business: Restaurant

Elegance Bistro is a new upscale dining establishment located in the vibrant borough of Queens, New York. Our mission is to provide an elegant and unforgettable dining experience, combining exceptional service with a curated menu of gourmet dishes inspired by global cuisine.

Despite the diverse culinary scene in Queens, there is a lack of upscale dining options that offer a refined ambiance and high-quality cuisine. Residents and visitors seeking an upscale dining experience often have to travel to Manhattan, leading to a gap in the market that Elegance Bistro aims to fill.

Elegance Bistro will provide a sophisticated dining experience that showcases the rich diversity of flavors and ingredients found in global cuisine. Our menu will feature a selection of expertly crafted dishes made from locally sourced, seasonal ingredients, ensuring freshness and quality in every bite.

• Market Analysis

Queens is a thriving culinary destination, known for its diverse population and vibrant food scene. With a growing number of residents and tourists seeking unique dining experiences, there is a significant opportunity for a high-end restaurant like Elegance Bistro to attract a discerning clientele. There is a competition for the same, but our dining experience with appealing ambiance stands out from all.

Our curated menu includes all the culinary dishes that are popular among New Yorkers and tourists.

Our mission at Elegance Bistro is to elevate the dining experience in Queens by offering exceptional cuisine, impeccable service, and a warm, inviting atmosphere that celebrates the art of dining.

Financial Position

Based on our market research and projected sales, we anticipate generating annual revenues of $1.5 million in our first year of operation, with a net profit margin of 15%. Our startup costs are estimated at $500,000, which will be primarily used for leasehold improvements, kitchen equipment, and initial marketing efforts.

Funding Requirement

To fund our startup costs and initial operating expenses, we are seeking a total investment of $750,000. This will allow us to launch Elegance Bistro successfully and establish a strong presence in the Queens dining scene.

So, finally, you know what it takes to write an engaging executive summary. We hope this has been helpful to you in your writing journey.

If you are still confused or don’t know where to start, then you can always rely on good business plan software like Upmetrics. It will provide you with step-by-step guidance, so you don’t have to roam to and fro for the next step.

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Frequently Asked Questions

Is executive summary first in the business plan.

Yes, an executive summary is the first chapter of the business plan. Yet, people prefer to write it at the last, after having the full knowledge of the whole business plan.

What writing style should I use?

An executive summary serves as the introduction to the business plan. So, ideally, it should be in a professional tone. However, whichever writing style you choose, make sure it is clear, concise, engaging, and maintains professionalism. 

What are the key elements of an effective executive summary?

Key elements of an effective executive summary are:

• Introduction
• Problem statement
• Value proposition
• Financial Overview
• Implementation plan
• Call to action

By including these key elements in your executive summary, you can effectively communicate the key points of your business and make a strong impression on your audience.

What is the best format for an executive summary?

The best format for an executive summary is one that is clear, concise, and well-organized.

It should provide a brief overview of the main points of the document, including the purpose, problem & solution, market analysis, unique value proposition, business model, financial position, team, milestones, funding requirements, and call to action.

The format should be easy to read and understand, with headings and subheadings to break up the text.

When should I update my executive summary?

You should update your executive summary whenever any necessary changes to your business impact the information in the summary.

If there are no frequent changes, then you should change your executive summary at least once in a quarter, two quarters, or a year.

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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Including an executive summary in your business plan can grab attention and help communicate key information quickly.

What is a business plan?

A business plan is the blueprint for how your business will run. It describes your product or service, identifies your customer and the problem they face, and explains how you’ll succeed in fixing that for them.

Your business plan also helps other people understand what you do and how you do it. Groups like banks and investors will want to see your business plan before deciding to put money into your business, for example. Your accountant should also be able to easily understand what your business idea is and how you’ll make money from it.

It’s a living document that can help you clarify your ideas and maintain a clear direction as you grow. It shouldn’t be just a one-off document – you can return to it at any time and add to it or change it as your business changes.

Looking for help to build your business plan? Download our free business plan templates to get started.

The executive summary is the elevator pitch for the rest of your business plan. Use it to highlight what you do, why you do it and how you’ll succeed.

It’s often the first section that a person will read in your business plan, so this is your opportunity to "sell" your idea and its potential for success.

It should explain enough that a reader could understand the key information about your business without having to read the whole document – this is especially helpful for readers who are pushed for time. However, a compelling executive summary will also grab someone’s attention enough to make them want to keep reading.

While it’s a helpful section for rushed readers, you may feel an executive summary isn’t absolutely necessary just yet. Think about your audience and the complexity of your business plan when weighing up the benefit of having an executive summary.

How does an executive summary differ from a mission statement or business objective?

A mission statement outlines the overall purpose and vision of your business, and a business objective is a specific goal or target you’ll aim for to help you achieve that vision.

The executive summary could include both your mission statement and business objectives. However, it should ultimately be a high-level overview of your whole business plan.

Treat your executive summary as the one and only section someone may read in your business plan. What must they know in order to understand your business?

Pull the key high-level information from other parts of your business plan, including:

• what your business does and why you do it
• your mission statement, if you have one
• your target customers, the problem they face and how you solve it for them
• the product or service you’re selling
• any key information from competitor or market research that helps tell your story
• a schedule to launch, or steps to implement your business plan

If you’re approaching lenders or investors for financing, include key financial information and your plans for growth in your executive summary too.

How to write an executive summary

It’s a good idea to fill in the other sections of your business plan first, before deciding what goes in an executive summary. This way, you have complete information for you to draw from.

Aim to summarize the key sections of your business plan in a few sentences using plain language that’s easy to understand. Include any important data or information that backs up your ideas, and leave out personal opinions.

Beware of copying and pasting information from other parts of your plan; the executive summary should be as specific and concise as possible. An executive summary that’s too general, or padded with unnecessary detail might lose the reader’s interest.

Think about who will read your business plan, and what they’ll be interested in. For example, if you want to connect with lenders or investors, promote the size of the opportunity for your business, and how much money you’ll need to make it a success.

There’s no strict rule about length, but it should remain clear and engaging the whole way through. Keeping to one page is a good general guide to maintain your reader’s attention without overwhelming them.

Ultimately, an executive summary should benefit your business plan by laying out critical information clearly and simply upfront. An engaging, informative summary will help key people understand your plan and your needs, so they can offer guidance and support your success.

You can find tips on business planning and more in How to start a business

Xero does not provide accounting, tax, business or legal advice. This guide has been provided for information purposes only. You should consult your own professional advisors for advice directly relating to your business or before taking action in relation to any of the content provided.

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An executive summary is a brief yet comprehensive overview of a larger document, such as a business plan, report, or proposal. It distills the most crucial information, enabling readers to understand the key points without going through the entire document.

• Role and Importance:  The executive summary is often the first (and sometimes the only) part of a document that is read, making it crucial for grabbing attention and summarizing key details.
• Essential Elements: It should include the main objectives, findings, recommendations, and conclusions of the document in a concise format.
• Effective Communication: A well-crafted executive summary can be instrumental in decision-making processes, as it efficiently conveys critical information.

Relevance to Different Audiences

Business school students.

For students in business and management, the executive summary is a vital component of academic and professional communication. It teaches them to distill complex ideas into concise, impactful summaries.

Key Learning Points:

• Crafting Summaries: Developing skills in summarizing extensive research or business plans.
• Critical Thinking: Enhancing their ability to identify and articulate the most important points of a document.

Entrepreneurs and Startups

Startups and entrepreneurs often use executive summaries to pitch ideas to investors, partners, or stakeholders. An effective summary can make the difference in securing funding or support.

Key Considerations:

• Pitching Ideas: Presenting a compelling narrative of the business idea, market potential, and financial projections.
• Engaging Stakeholders: Capturing the interest of potential investors or partners quickly.

Business Professionals

In a corporate setting, executive summaries are essential for efficiently communicating in a time-constrained environment. They aid in decision-making and briefing senior management.

Practical Strategies:

• Report Writing:  Summarizing key findings and recommendations of reports for upper management.
• Time Management:  Saving readers’ time by providing a succinct overview of lengthy documents.
• What is an executive summary and why is it important?

An executive summary is a concise summary that highlights the key points of a more extensive document, such as a business plan, report, or proposal. Its importance lies in its ability to quickly inform readers about the essential content of the larger document, helping them make informed decisions without reading the entire text. It’s particularly vital in the business world, where time is often limited, and decisions need to be made swiftly.

• What are the key components of a strong executive summary?

A strong executive summary typically includes:

• Purpose: Clearly state the purpose of the document.
• Main Points:  Summarize the critical findings, arguments, or data.
• Recommendations or Conclusions: Highlight the proposed actions or final conclusions.
• Brief Overview: Provide a concise overview of the methodology, background, or context if necessary.
• Engaging Tone: Ensure it is engaging and captures the essence of the document.
• How can one tailor an executive summary to different audiences?

Tailoring an executive summary involves:

• Identifying Key Interests: Focus on aspects of the document most relevant to the audience’s interests or goals.
• Language and Complexity: Adjust the language and technicality to suit the audience’s expertise and familiarity with the subject.
• Highlighting Benefits: Emphasize benefits or points of interest specific to the audience.
• What are common mistakes to avoid in writing an executive summary?

Common mistakes include:

• Being Too Vague: Failing to provide specific, clear, and concise information.
• Over-Complicating:  Including too much detail or jargon.
• Repeating the Document: Merely repeating the content without summarizing or synthesizing.
• Lack of Focus: Not highlighting the most critical points or recommendations.
• How does an executive summary differ from an introduction or abstract?

While an executive summary, introduction, and abstract all serve as overviews, their purposes differ. An executive summary condenses the entire content, including conclusions and recommendations, and is more detailed than an abstract. An introduction, however, typically provides context, sets up the content without revealing the findings or conclusions, and is part of the main document.

Related Terms

• Business Plan: A detailed plan outlining the objectives, strategies, and financial forecasts of a business.
• Pitch Deck: A brief presentation used by entrepreneurs to provide an audience with a quick overview of their business plan.
• Abstract: A brief summary of a research article, thesis, review, or other scientific document.
• Stakeholder Communication: The practice of managing and orchestrating all internal and external communications effectively.
• Report Writing: The process of preparing and presenting information in a written format for a specific audience and purpose.

Also see: Pitch Deck , Business Plan

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How to Write a Bar Business Plan + Free Sample Plan PDF

Elon Glucklich

6 min. read

Updated March 17, 2024

Free Downloads: Sample Bar and Brewery Business Plan Templates

From sports bars to neighborhood pubs to upscale cocktail bars—drinking establishments are one of the oldest and most enduring types of businesses.

And the industry is projected to grow nearly 2.5% between 2023 and 2030, leaving plenty of opportunity for new businesses..

But competition in the bar industry can be fierce. You need to know your clientele, competitors, and how you’ll stand out if you want to succeed. Not to mention mapping out all the details of your financials and operations. 

Luckily, you can cover all of that (and more) by writing a business plan.

• What should you include in a bar business plan?

These are the typical sections to consider including in your bar business plan.

• Marketing and Sales Strategy 
• Operations Plan

Business Overview

Financial plan.

The sections you need will vary depending on why you’re writing a business plan and what you intend to do with it . 

Suppose it’s to manage your operations and not something you expect anyone outside of the business to read. In that case, consider keeping it to a few pages and skipping sections like the executive summary.

If you’re applying for a loan, then you’ll need a more formal plan that includes all the sections listed above.

Check out our step-by-step guide to writing a full business plan for more details.

• The 6 elements of an effective bar business plan

Executive summary

Your executive summary is a short, high-level overview of your entire plan. 

The summary should give readers a sense of what factors will make your bar successful. That could include securing a high-visibility location, partnering with a chef who will oversee meal preparation, or negotiating deals with brewers to get their beers in your bar.

If you’re seeking a bank loan for your bar, the lender will read your executive summary first. In all likelihood, they won’t read any further unless the executive summary grabs their attention. 

So, make it clear and convincing.

The market analysis may be the most important part of your entire business plan. 

It’s where you carefully research and document:

• Who your target customers are
• What they want
• What other establishments they may consider

Start by identifying the size of your market . Focus on the number of potential customers above the legal drinking age in your area. Then, segment these customers based on demographics such as age, income level, and lifestyle preferences. 

Then look into who you will be competing with. List and research other bars as well as indirect competition from restaurants, clubs, and even grocery stores that sell beer or home entertainment options.

Here are a few examples of what this process will look like:

Bar customer segmentation

If you find there are a lot of college students and younger adults near your bar location, you should cater your offerings to their tastes. But if you’re near office buildings or event venues, you may want to focus on older customers with more disposable income.

Will you offer a more diverse drink menu, better food, or a unique theme? Explain how these factors will set your bar apart and attract customers. Or, if your area lacks a certain type of bar, such as a sports bar or a high-end cocktail lounge, describe how filling this gap in the market will serve as your competitive advantage.

Your market analysis gives you insights into potential customers. Your marketing and sales strategy is where you use those insights to get those customers in your door.

As you looked around at your competitive landscape, maybe you gained some insight into how your ideal customers discover new bars — through social media, online reviews, local event listings, or word-of-mouth.

Start by developing marketing strategies that are tailored to those channels . Consider tactics like:

• Creating engaging social media content showcasing your unique drinks, events and ambiance.
• Partnering with local businesses or events to increase visibility.
• Introducing special promotions to encourage repeat visits and attract new customers.
• Hosting themed nights or events to create buzz and attract specific customer segments.

In your business plan, document how you will implement these efforts and the resources required. 

Operations plan

The operations section of your business plan is where you detail the day-to-day requirements for running the bar smoothly. Start by describing your physical space and key equipment, such as:

• Beverage dispensing systems
• Glassware and utensils

Specify the types and number of each that you’ll need. Then you can address staffing needs, describing the roles of bartenders, servers, and support staff. Document in your plan that you’ll have a staffing strategy to cover peak hours.

You should also cover inventory management. Describe how you’ll stock alcoholic and non-alcoholic beverages, ingredients for cocktails and food. Be sure to spend time discussing supply chains for sourcing these ingredients.

Document the types of technology you’re using, like point-of-sale systems, inventory tracking, or customer reservation platforms. 

Finally, ensure that your operations plan demonstrates how you will comply with any licensing, health and safety regulations and that you have a plan for ensuring responsible customer behavior.

The overview should fill in any gaps the reader may have, including:

• The name of your bar
• When it was founded (if it’s an existing business)
• The inspiration behind the business

You should include the background and qualifications of key team members here. Include their experience in the bar industry and any other experience that’s relevant to their position.

If you’re running an existing bar, discuss previous achievements like revenue milestones, recognitions, or community events you’ve hosted.

You don’t need a deep financial background to run a successful business. But it’s important to develop projections for how you expect the bar to perform. If you’re starting a new bar, consider that you’ll need to pay upfront costs like equipment, supplies, licenses and rent.

Then there are the ongoing costs like employee salaries, marketing, and continuing to keep your shelves stocked.

Making educated guesses about the future will help you determine what’s working, and where you should make adjustments as you run your business.

Include sales and expense forecasts in your plan. The financial section also should include a cash flow statement , income statement , and balance sheet .

Remember, no one knows exactly how the future will pan out — these projections are your baseline for how you think the business will do, and you’ll adjust them over time as you update your plan with actual results.

• Bar business plan templates and examples

To see how other bar businesses have created their plans, browse our free library of bar and brewery business plans . You can also check out our full selection of food and beverage business plans , or our entire library of over 550 business plans across industries.

Download as many as you want in PDF or Word format to help you write your own business plan.

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Elon is a marketing specialist at Palo Alto Software, working with consultants, accountants, business instructors and others who use LivePlan at scale. He has a bachelor's degree in journalism and an MBA from the University of Oregon.

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Executive Summary of a Bubble Tea Business: Template & Example

• March 19, 2024
• Business Plan , Executive Summary

A bubble tea business plan needs a straightforward executive summary. This part of your plan is the first thing investors and partners see, and it should clearly outline what your bubble tea shop is all about. It’s where you explain what makes your bubble tea shop different and worth investing in.

We recommend using a two-slide PowerPoint format for this summary. The first slide should cover the basics of your business and the market you’re entering. Here, you detail your bubble tea shop’s products, location, and what sets you apart from others. The second slide focuses on your management team and your financial plans, highlighting the people behind the business and how you expect the bubble tea shop to grow financially.

This simple, two-slide approach ensures that your executive summary is easy to follow and covers all the essential points about your bubble tea shop business.

Bubble Tea Business Plan

Download an expert-built 30+ slides Powerpoint business plan template

Bubble Tea Business Executive Summary: Page 1

When constructing the executive summary for your bubble tea business, it’s imperative to present concise yet comprehensive details about your establishment. This encompasses your shop’s name, its strategic location, and a brief on daily operations.

These insights not only serve to introduce your business but also highlight its distinctive attributes. The Unique Selling Proposition (USP) is pivotal, setting your bubble tea shop apart from the competition. This could be your emphasis on authentic recipes, the introduction of eco-friendly practices, or innovative beverage creations. Your USP is the essence of your executive summary, captivating your target audience and underscoring the exclusive value your shop brings to the table.

Example: “Blissful Bubbles,” situated in the lively Arts District of Metro City, occupies a cozy 800 sq. ft. corner on Vine Street. Opening its doors from 10 AM to 10 PM, it offers an eclectic mix of bubble tea varieties, from traditional milk teas to exotic fruit infusions. Its USP lies in the commitment to sustainability, using only biodegradable materials and ethically sourced ingredients, appealing to environmentally conscious consumers.

Market Overview

A solid understanding and articulation of the market dynamics are essential for the market analysis section. It should underscore the burgeoning potential of the U.S. bubble tea industry, supported by relevant statistics such as market valuation and growth forecasts. Discussing market trends like the shift towards health-conscious offerings or the integration of cultural authenticity provides a glimpse into the evolving industry landscape and your shop’s place within it.

The competitive landscape is equally crucial. In your executive summary, identify major competitors and delineate how your bubble tea shop is uniquely positioned. Whether through unparalleled taste experiences, superior customer service, or innovative loyalty programs, this section is your chance to highlight how your shop will shine in a competitive setting.

Example: Amidst the flourishing U.S. bubble tea scene, valued at $1.0 billion with an 8.6% growth rate from 2023 to 2030, “Blissful Bubbles” emerges as a sanctuary for bubble tea aficionados in Metro City. Competing against five local establishments, it sets itself apart with its dedication to environmental sustainability and a diverse menu that caters to both traditionalists and adventurous palates.

Bubble Tea Business Executive Summary: Page 2

Management Team

The collective expertise and background of your management team are invaluable to your business. Highlight the significant qualifications and experiences of your team members in this part of the executive summary.

This might include the entrepreneurial spirit of your CEO or the culinary creativity of your beverage director. Showcasing the team’s depth of knowledge not only strengthens credibility but also assures potential investors and partners of your bubble tea shop’s potential for success.

Example: “Blissful Bubbles” is led by dynamic duo, Jordan Kim and Taylor Cruz. Jordan, a seasoned entrepreneur with a passion for sustainable businesses, oversees the strategic direction, while Taylor, with their innovative culinary background, curates the shop’s unique beverage menu, together driving the vision of a modern yet conscientious bubble tea experience.

The financial overview should succinctly encapsulate your financial ambitions and projections, including revenue goals and profitability margins, offering a lucid perspective on your shop’s financial future.

Example: Targeting $760,000 in annual revenue by 2028 with a 13% profit margin ( EBITDA ), “Blissful Bubbles” is poised for robust growth. The financial roadmap is centered on strategic investments in sustainable practices and a compelling menu, supported by targeted marketing and community engagement, setting the stage for lasting profitability and recognition in Metro City’s vibrant culinary scene.

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Sample Wedding Venue Business Plan

Writing a business plan is a crucial step in starting a wedding venue business. Not only does it provide structure and guidance for the future, but it also helps to create funding opportunities and attract potential investors. For aspiring wedding venue business owners, having access to a sample wedding venue business plan can be especially helpful in providing direction and gaining insight into how to draft their own wedding venue business plan.

Download our Ultimate Wedding Venue Business Plan Template

Having a thorough business plan in place is critical for any successful wedding venue business venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you clarity on realistic financial projections and help you secure financing from lenders or investors. A wedding venue business plan example can be a great resource to draw upon when creating your own plan, making sure that all the key components are included in your document.

The wedding venue business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your wedding venue business as Growthink’s Ultimate Wedding Venue Business Plan Template , but it can help you write a wedding venue business plan of your own.

Example – LoveStory Locale

Table of contents, executive summary, company overview, industry analysis, customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan.

LoveStory Locale, based in the vibrant city of Pittsburgh, PA, is poised to become the premier destination for couples seeking an unforgettable wedding experience. Our venue is designed to offer charm and convenience, ensuring every event is not only memorable but also accessible. We aim to cater to a broad spectrum of clients, including local residents desiring a beautiful wedding close to home and those from outside the city wishing for a destination wedding without the complexity of international travel. Our versatile space is also perfect for corporate clients and event planners looking for an elegant setting for various events. At LoveStory Locale, we’re dedicated to creating stories of love and celebration that last a lifetime.

Our approach to becoming the go-to venue in Pittsburgh relies on several key success factors and accomplishments to date. First and foremost, our selection of a picturesque and accessible location sets us apart. We’ve also focused on ensuring our venue is adaptable, capable of hosting a wide range of events from weddings to corporate gatherings. To date, we have secured all necessary permits and licenses, completed significant renovations to our venue, and established a skilled team ready to deliver exceptional service. Our marketing strategies have begun to build brand awareness, and we’ve formed essential vendor partnerships to offer comprehensive wedding packages. These efforts have positioned us to launch successfully and start creating memorable events.

The wedding and event venue industry is experiencing a resurgence, with an increasing number of couples seeking unique and memorable locations for their special day. Pittsburgh, with its rich history and scenic landscapes, is becoming a popular choice for both local and destination weddings. The trend towards more personalized and intimate gatherings post-pandemic has further fueled demand for venues like LoveStory Locale that offer a blend of charm, convenience, and versatility. This environment presents a promising opportunity for our venue to thrive by catering to the evolving preferences of couples and corporate clients alike, ensuring a steady stream of business throughout the year.

Our primary target customers include local residents planning their weddings, who value the charm and convenience of our Pittsburgh location. Additionally, we cater to couples from outside the city seeking a destination wedding experience without leaving the country, offering them and their guests a seamless local experience. Beyond weddings, LoveStory Locale aims to attract corporate clients and event planners in search of an elegant space for various events, from gala dinners to corporate retreats. Our venue’s adaptability allows us to serve a diverse clientele, each with their unique needs and preferences, ensuring a wide market reach and increased booking potential.

Top competitors in the Pittsburgh area include established venues known for their grandeur and traditional appeal. However, LoveStory Locale distinguishes itself through its unique blend of charm, convenience, and adaptability. Our competitive advantages lie in our ability to offer a versatile space that caters to both intimate and grand events, alongside personalized service that makes each event unique. By focusing on these strengths, we position ourselves as a premier choice for those seeking an unforgettable event experience in Pittsburgh.

Our marketing plan revolves around showcasing the unique qualities of our venue and the comprehensive services we offer. We have developed an array of wedding and event packages that cater to various preferences and budgets, ensuring we provide value to our clients. Our pricing strategy is competitive, designed to offer exceptional experiences at accessible rates. Promotional efforts include a robust digital marketing campaign, participation in bridal shows, and partnerships with wedding planners to enhance our visibility and attract a diverse clientele. By leveraging these strategies, we aim to build brand awareness and drive bookings, securing LoveStory Locale’s position in the market.

LoveStory Locale is committed to a detailed operations plan that ensures the seamless execution of events and the satisfaction of our clients. Key operational processes include securing a prime location, obtaining necessary permits, completing venue renovations, and hiring and training a dedicated team. Our milestones include launching targeted marketing campaigns by month 9, officially opening for business by month 12-15, and achieving a revenue goal of $15,000/month by month 18-24. Through meticulous planning and execution, we aim to establish LoveStory Locale as a preferred venue in Pittsburgh, known for impeccable service and unforgettable events.

Our management team comprises experienced professionals with diverse backgrounds in event planning, hospitality, and business management. This blend of expertise ensures we are well-equipped to oversee every aspect of the venue’s operations, from client relations to event execution. Our team’s commitment to excellence and passion for creating memorable events are the bedrock of LoveStory Locale’s operational and service standards, positioning us for success in the competitive event venue industry.

Welcome to LoveStory Locale, a newly inaugurated wedding venue situated in the heart of Pittsburgh, PA. As a local wedding venue, we pride ourselves on filling a significant gap in the market; until now, the area has been devoid of high-quality local wedding venues. Our objective is to provide couples with an unforgettable backdrop for their special day, ensuring every detail is taken care of with the utmost attention and care.

At LoveStory Locale, we understand that planning a wedding can be a daunting process, which is why we offer a comprehensive range of products and services designed to make your big day as seamless and stress-free as possible. Our offerings include event coordination and planning, venue setup and decoration, catering and food services, beverage services, and state-of-the-art audiovisual equipment and technology. Our team is dedicated to working closely with you to bring your vision to life, down to the last detail.

Based in Pittsburgh, PA, LoveStory Locale is perfectly situated to serve customers in the area, offering them a unique and beautiful setting for their weddings. Our venue is not just a space but a canvas for creating memories that will last a lifetime. Our dedication to excellence and our passion for creating magical moments is what sets us apart.

Our success is rooted in several factors that uniquely qualify us to serve our customers. Firstly, our founder brings invaluable experience from previously running a successful wedding venue. This experience ensures that we understand the intricacies of wedding planning and execution, enabling us to anticipate and cater to our clients’ needs effectively. Additionally, our venue outshines the competition by offering more beauty and space, allowing for a wide range of customization and personalization to make each event truly unique.

Since our founding on January 3, 2024, LoveStory Locale has quickly established itself as a promising player in the local wedding venue scene. As a C Corporation, we’ve achieved several milestones, including the creation of our logo, the development of our unique company name, and securing an ideal location for our venue. These accomplishments are just the beginning of our journey to becoming the premier choice for wedding celebrations in Pittsburgh, PA.

The Wedding Venue industry in the United States is a thriving market, with a current size of over $5 billion. This industry encompasses a wide range of businesses, from traditional event spaces to unique and themed venues. With an increasing number of couples opting for personalized and Instagram-worthy weddings, the demand for unique and aesthetically pleasing venues is on the rise.

Market research projects a steady growth in the Wedding Venue industry in the coming years, with an expected annual growth rate of 2.5%. This growth is driven by factors such as an increase in the number of weddings taking place each year, as well as a growing trend towards destination weddings and all-inclusive wedding packages. As more couples seek out memorable and experiential wedding venues, there is a significant opportunity for businesses like LoveStory Locale to capture a share of this growing market.

Recent trends in the Wedding Venue industry indicate a shift towards more personalized and experiential weddings, with an emphasis on creating unique and memorable experiences for guests. LoveStory Locale, with its focus on providing a customizable and Instagram-worthy venue for couples in Pittsburgh, is well-positioned to capitalize on this trend. By offering a range of amenities and services tailored to the needs of modern couples, LoveStory Locale has the potential to carve out a niche in the market and attract a loyal customer base.

Below is a description of our target customers and their core needs.

Target Customers

LoveStory Locale will primarily target local residents looking to celebrate their weddings in a unique and memorable setting. These customers are seeking a venue that offers both charm and convenience, situated within the Pittsburgh area. The locality of the venue ensures that it is accessible for family and friends, making it a preferred choice for couples aiming to minimize travel complexities for their guests.

Aside from local nuptials, LoveStory Locale will also attract couples from outside Pittsburgh who desire a destination wedding experience without the hassle of international travel. This segment includes individuals who have ties to the city, such as those who may have grown up in Pittsburgh but moved away. The venue will tailor its offerings to ensure that these couples, along with their guests, enjoy a seamless and immersive local experience.

LoveStory Locale will further extend its services to corporate clients and event planners seeking an elegant space for events ranging from gala dinners to award ceremonies and corporate retreats. This approach will broaden the venue’s market reach beyond weddings, catering to a variety of events that require a sophisticated backdrop. The adaptability of the space will be a key selling point, appealing to a wide spectrum of clients with diverse needs.

Customer Needs

LoveStory Locale caters to the essential need of couples for a beautiful venue setup that can transform their wedding day into the picturesque scene they’ve always dreamed of. The venue’s aesthetic appeal and versatile spaces allow for personalized decorations and themes, ensuring each couple’s unique story is beautifully told. This fulfills the desire for a memorable and visually stunning backdrop for their special day.

In addition to providing a breathtaking setting, LoveStory Locale offers comprehensive event coordination and planning services. Couples can expect meticulous attention to detail, ensuring every aspect of their wedding runs smoothly from start to finish. This service alleviates the stress of planning, allowing couples to focus on enjoying their celebration without worrying about the logistics.

Furthermore, LoveStory Locale understands the importance of convenience and flexibility for their clients. By offering a range of packages that can be customized to fit different needs and budgets, the venue meets the diverse requirements of Pittsburgh’s residents. This approach ensures that every couple can experience their dream wedding, regardless of their budget or specific needs, making LoveStory Locale a sought-after destination for weddings in the area.

LoveStory Locale’s competitors include the following companies:

PointBreezeway serves as a unique venue, offering a cozy and intimate setting for weddings and events. Their services include event hosting, specifically tailored for smaller, more personal gatherings. The price points vary depending on the event size and customization, with a focus on providing a boutique experience. PointBreezeway operates exclusively in Pittsburgh, PA, catering primarily to local residents or those who desire a quaint, intimate setting for their event. The key strength of PointBreezeway is its unique, homey atmosphere that provides a personal touch to weddings and events. However, its key weakness lies in its limited capacity, which may not accommodate larger events or gatherings.

The Boiler Room Pittsburgh offers a distinctive venue choice for weddings and events, characterized by its industrial chic ambiance. Their services encompass event hosting along with catering options, designed to cater to a variety of event sizes and preferences. Pricing structures are adaptable, based on the scale of the event and specific client needs, positioning itself as a flexible option for various budgets. Located in Pittsburgh, PA, The Boiler Room Pittsburgh targets a broad audience, from couples seeking an industrial-themed wedding to corporate clients desiring a unique event space. A significant strength is its versatile space, capable of transforming to suit different themes and sizes. However, the industrial nature of the venue may not appeal to those seeking a traditional or outdoor wedding experience.

Gilfillan Farm stands out for its rustic charm and expansive outdoor space, making it a sought-after venue for weddings and events that wish to embrace nature. They offer a range of services from basic venue rental to complete event packages that include catering and decor. Prices are competitive and cater to a wide range of budgets, emphasizing value and flexibility. Serving the greater Pittsburgh area, Gilfillan Farm appeals to customers seeking a rustic, outdoor setting for their event, from weddings to corporate retreats. The farm’s key strength lies in its picturesque, rural setting, providing a perfect backdrop for events. However, its reliance on favorable weather and the seasonal nature of its operations may pose limitations for some events.

Our competitive edge in the bustling Pittsburgh market stems from the unparalleled beauty and spaciousness of our venue. Unlike our competition, we offer an expansive setting that effortlessly accommodates both intimate gatherings and grand celebrations, ensuring that every couple can realize their dream wedding without the constraints of space. This adaptability allows us to cater to a wide variety of wedding styles and sizes, making us a preferred choice for couples looking for a venue that can provide both elegance and flexibility. Furthermore, the captivating aesthetic of our locale serves as the perfect backdrop for unforgettable memories, adding an extra layer of allure to our offerings.

In addition to our impressive space, we pride ourselves on providing a comprehensive and personalized experience for each couple. Our team of experienced professionals goes above and beyond to ensure that every detail is meticulously planned and executed, offering a seamless blend of high-quality service and attention to detail that distinguishes us from other venues. We also leverage our strong relationships with top-tier vendors, from caterers to decorators, enabling us to offer exclusive packages that not only ease the planning process but also enhance the overall value we provide to our clients. This commitment to excellence and customer satisfaction positions us as a leader in the Pittsburgh wedding venue market, setting a new standard for what couples can expect when planning their special day.

Our marketing plan, included below, details our products/services, pricing and promotions plan.

At the heart of every memorable wedding is seamless coordination and meticulous planning. LoveStory Locale offers comprehensive event coordination and planning services designed to bring your dream wedding to life without the stress that often accompanies such momentous occasions. Clients can expect personalized attention to detail, from timeline management to vendor liaisons, ensuring a flawlessly executed event. The average selling price for event coordination and planning services starts at $2,500, varying according to the complexity and scale of the wedding.

Understanding the significance of the right ambiance for your special day, LoveStory Locale provides venue setup and decoration services that transform ordinary spaces into breathtaking landscapes. Whether you envision an intimate gathering or a grand affair, our team of creative designers works closely with you to bring your vision to light. Services include everything from floral arrangements to lighting and thematic decorations, with average prices beginning at $3,000, tailored to the specific needs and preferences of each couple.

No wedding is complete without an exquisite culinary experience. LoveStory Locale’s catering and food services offer a diverse menu of gourmet options that cater to a variety of dietary preferences and cultural tastes. From elegant plated dinners to vibrant buffet spreads, our experienced chefs ensure every dish is prepared to perfection. Couples can expect catering services to start at $70 per guest, with final pricing dependent on menu selections and guest count.

To complement the dining experience, LoveStory Locale also provides comprehensive beverage services. Offering a selection of fine wines, premium spirits, and non-alcoholic options, our beverage services are designed to keep your guests refreshed and the celebration flowing smoothly. Customizable drink packages are available, with average pricing set at $30 per guest, ensuring a perfect match for your event’s specific needs and budget.

In today’s digital age, the right audiovisual setup is crucial for sharing those special moments. LoveStory Locale equips your event with the latest in audiovisual technology, from crystal-clear sound systems to high-definition video recording, ensuring no detail goes unnoticed. Whether it’s for a lively dance floor or capturing heartfelt speeches, our audiovisual equipment and technology services start at an average price of $1,500, providing you with the essentials needed for a memorable wedding experience.

In summary, LoveStory Locale stands as a beacon of excellence for couples in Pittsburgh seeking a wedding venue that not only provides a picturesque setting but also offers a full suite of services to make their wedding day as perfect and stress-free as possible. With a focus on personalized service and attention to detail, couples can relax and enjoy their special day, knowing every aspect is expertly taken care of.

Promotions Plan

LoveStory Locale embarks on an exciting journey to establish itself as the premier wedding venue in Pittsburgh, PA. Through a blend of traditional and innovative promotional tactics, it will captivate the hearts of couples seeking the perfect backdrop for their nuptials. A cornerstone of its strategy is online marketing, leveraging the power of social media, search engine optimization (SEO), and targeted advertising to reach a broad audience.

Understanding the importance of online presence, LoveStory Locale will engage couples through visually appealing content on platforms such as Instagram, Facebook, and Pinterest. By showcasing stunning images of the venue, decorated to reflect various wedding themes, it will inspire and attract future brides and grooms. Additionally, regular updates and stories will keep the audience engaged, creating a community around the venue.

Email marketing will play a crucial role in keeping potential clients informed about special offers, open house events, and wedding planning tips. By building a mailing list of interested couples, LoveStory Locale will maintain a direct line of communication, nurturing leads until they become bookings.

Search Engine Optimization (SEO) will ensure that LoveStory Locale appears prominently in search results when couples search for wedding venues in Pittsburgh. By optimizing its website with relevant keywords, engaging content, and a mobile-friendly design, it will attract organic traffic and increase its online visibility.

Moreover, LoveStory Locale will leverage partnerships with local wedding planners, photographers, and caterers. These collaborations will not only enhance the venue’s offerings but also create a network of referrals, driving more customers to the venue. Hosting bridal shows and open house events will allow couples to experience the charm of LoveStory Locale firsthand, further encouraging bookings.

Community engagement is another vital aspect of LoveStory Locale’s promotional strategy. Participating in local events, sponsoring charity functions, and engaging in collaborative projects with local businesses will establish the venue as a community-oriented brand. This approach will not only increase visibility but also foster goodwill among potential clients.

Lastly, customer testimonials and reviews will be harnessed to build trust and credibility. Happy couples will be encouraged to share their experiences on wedding forums, social media, and review sites. Positive word-of-mouth will amplify the venue’s reputation, making it a sought-after location for weddings in Pittsburgh.

In conclusion, LoveStory Locale will employ a multifaceted promotional strategy to attract and enchant couples planning their weddings. By blending online marketing with community engagement and strategic partnerships, it expects to establish itself as the go-to wedding venue in Pittsburgh, PA.

Our Operations Plan details:

• The key day-to-day processes that our business performs to serve our customers
• The key business milestones that our company expects to accomplish as we grow

Key Operational Processes

To ensure the success of LoveStory Locale, there are several key day-to-day operational processes that we will perform.

• Client Communication: Maintain ongoing communication with clients to ensure their needs and expectations are understood and met. This includes responding to inquiries, scheduling tours, and holding planning meetings.
• Booking Management: Manage the booking calendar efficiently to accommodate as many events as possible without overbooking. Ensure that all bookings are recorded accurately and that any special requests are noted.
• Vendor Coordination: Work closely with preferred vendors (e.g., caterers, florists, photographers) to ensure they are available and prepared for upcoming weddings. This includes confirming times, services, and special requests.
• Facility Maintenance: Conduct regular inspections and maintenance of the venue to ensure it is always in top condition. This includes landscaping, cleaning, and repairs.
• Event Setup and Teardown: Oversee the setup and teardown for each event, ensuring that the venue is prepared according to the specific requirements of each wedding. This includes managing staff and coordinating with vendors.
• Staff Management: Schedule and manage staff to ensure there are adequate personnel available for each event. This includes training staff on customer service and specific event requirements.
• Financial Management: Monitor and manage the financial aspects of the venue, including invoicing, payments to vendors, and budget tracking. Ensure that all financial transactions are recorded accurately.
• Marketing and Promotion: Continuously market the venue to attract new clients. This can include social media marketing, bridal shows, and networking with wedding planners. Update promotional materials and website content regularly.
• Feedback Collection: Collect feedback from clients and vendors after each event to identify areas for improvement. Use this feedback to make necessary adjustments to the services and operations.
• Compliance and Licensing: Ensure that the venue complies with all local, state, and federal regulations, including obtaining and renewing any necessary licenses or permits.
• Emergency Preparedness: Maintain an up-to-date emergency plan, including evacuation routes and emergency contacts. Train staff on emergency procedures to ensure guest safety at all times.

LoveStory Locale expects to complete the following milestones in the coming months in order to ensure its success:

• Secure a Prime Location: Identify and secure a picturesque and accessible location in Pittsburgh, PA suitable for wedding events. This should happen within the first 3-6 months to allow time for any necessary renovations and permitting.
• Obtain Necessary Permits and Licenses: Complete all regulatory requirements, including zoning permits, health and safety certifications, and liquor licenses if applicable. This process should run concurrently with the location search and ideally be completed within the first 6 months.
• Build and Customize the Venue: Depending on the condition of the acquired property, significant renovations may be required to transform it into the envisioned wedding venue. This phase should aim for completion within the first 9-12 months to allow for booking and hosting events.
• Hire and Train Staff: Recruit a dedicated team including event coordinators, catering staff, and maintenance personnel. Training should ensure the team is well-versed in customer service excellence and event management. Aim to have staff in place and trained by month 12.
• Launch Marketing Campaigns: Develop and implement targeted marketing strategies to build brand awareness and attract clients. This should include digital marketing, bridal shows participation, and partnerships with wedding planners. Launch initial campaigns by month 9 to generate bookings as soon as the venue is operational.
• Launch Our Wedding Venue: Officially open for business and begin hosting events. This launch should ideally occur by month 12-15, allowing for some lead time after the completion of the venue setup and staff training.
• Establish Vendor Partnerships: Form relationships with preferred vendors for catering, photography, floral arrangements, and more to offer comprehensive wedding packages. These partnerships should be established by month 12 to enhance service offerings upon launch.
• Collect Customer Feedback and Optimize Services: Implement a system for collecting and analyzing customer feedback to continuously improve the event experience. This should be an ongoing process starting immediately after the first event is hosted.
• Get to $15,000/Month in Revenue: Achieve this financial milestone by focusing on booking a consistent number of weddings and events each month. Aim to reach this level of revenue by month 18-24, leveraging marketing efforts, outstanding service, and word-of-mouth referrals.

LoveStory Locale management team, which includes the following members, has the experience and expertise to successfully execute on our business plan:

Cora Brooks, President

Cora Brooks, President, brings a wealth of experience to LoveStory Locale, underpinned by her proven track record in the wedding venue industry. With her background in successfully running a wedding venue in the past, Cora has demonstrated her ability to manage and grow a business in this competitive sector. Her leadership and strategic vision are crucial to guiding LoveStory Locale towards achieving its goals. Cora’s extensive experience not only in operations but also in customer service excellence, makes her uniquely qualified to ensure that LoveStory Locale offers an unmatched experience to its clients. Her dedication to creating memorable moments and her business acumen are fundamental to driving the company’s lasting success.

To achieve our growth goals, LoveStory Locale requires an initial investment to cover the costs associated with securing a location, renovations, obtaining permits, and launching our marketing efforts. This investment will also support the hiring of our dedicated team and the establishment of vendor partnerships. Our financial strategy is designed to ensure we have the resources needed to create a premier event venue in Pittsburgh, ultimately leading to sustained profitability and success.

Financial Statements

Balance sheet.

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Income Statement

[insert income statement]

Cash Flow Statement

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Wedding Venue Business Plan Example PDF

Download our Wedding Venue Business Plan PDF here. This is a free wedding venue business plan example to help you get started on your own wedding venue plan.  

How to Finish Your Wedding Venue Business Plan in 1 Day!

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The executive summary is found at the start of the business plan, even though it is a summary of the plan. However, you should write the executive summary last.

An executive summary of a business plan is an overview. Its purpose is to summarize the key points of a document for its readers, saving them time and preparing them for the upcoming content. Think of the executive summary as an advance organizer for the reader. Above all else, it must be clear and concise.

The executive summary should contain all of the important information about your business, such as: Business name. Business location. Your mission as a company. A history of the company. Management and advisors. Services or products offered. The market for your offerings. Your business's competitive advantages.

Executive Summary vs. Business Plan. All business plans have an executive summary, but not all executive summaries belong to business plans. A business plan includes a company overview, your company's short-term and long-term goals, information on your product or service, sales targets, expense budgets, your marketing plan, and a list including each member of your management team.

3. Keep it short. Ideally, the executive summary is short—usually just a page or two, five at the outside—and highlights the points you've made elsewhere in your business plan. Whatever length you land on, just focus on being brief and concise. Keep it as short as you can without missing the essentials.

Here's the good news: an executive summary is short. It's part of a larger document like a business plan, business case or project proposal and, as the name implies, summarizes the longer report. Here's the bad news: it's a critical document that can be challenging to write because an executive summary serves several important purposes.

Write the executive summary. Go through your business plan and identify critical points to include in your executive summary. Touch on each business plan key point concisely but comprehensively ...

Example 1: executive summary for a communications business plan [Your Company Name] [Business Plan Title] [Date] ... Here are some common instances when an executive summary is used: Business proposals: When submitting a business proposal to potential investors, partners, or stakeholders, an executive summary is often included. It provides a ...

An executive summary is the part of a business plan that gives an outline of the main plan. So to write an executive summary, we first need to read the business plan carefully and understand its key points. These key points are what we will condense to form the executive summary. It's important to ensure that the executive summary can stand ...

Executive summary is an introduction to your business, which provides a brief snapshot of your plan as a whole. To that end, concisely highlight the most important concepts and impressive features from each section of your completed plan, addressing the following areas: Business plan sections: What readers look for: Products and services.

To give yourself the best chances of success, follow these steps to write your executive summary. 1) Complete the rest of your business plan. Your executive summary provides highlights of each section of your business plan. As such, you need to first write those sections.

With that being said, here are a few tips to help you write your summary: 1. Start With a Bang. When readers see the first sentence of your executive summary, they should be hooked immediately. This means that you need to start with a strong opening that will grab their attention and keep them reading. 2.

Since a business plan should above all help you start and grow your business, your Executive Summary should first and foremost help you do the following. 1. Refine and tighten your concept. Think ...

Keep your executive summary short. You may have crafted a lengthy and detailed business plan, but the executive summary really shouldn't exceed two pages. Spend plenty of time working on those two pages to make sure they are clear, informative, and engaging. 4. Prioritize sections based on importance and strengths.

Executive Summaries Sell Ideas. The actual executive summary should be only a page or two. In it you may include your mission and vision statements, a brief sketch of your plans and goals, a quick ...

An executive summary is a brief, positive synopsis of the business and goes at the beginning of your business plan. An executive summary is normally about one to two pages long, contains two-sentence overviews of each section within the plan, and covers the most important information about the business.

The business plan executive summary stands alone in its own section of your business plan. This is arguably the most important section of your business plan. It is meant to be a fast read that hooks the reader and leaves them wanting more. The overall length of business plans has gotten shorter over the past ten years.

The main difference between an executive summary in project management and a more traditional executive summary in a business plan is that the former should be created at the beginning of your project—whereas the latter should be created after you've written your business plan. For example, to write an executive summary of an environmental ...

8 Tips for Writing a Perfect Business Plan Executive Summary. a. You must ensure that your first paragraph is strong enough. To attract the reader's attention and compel them to read the rest of the summary. For example, you can start by stating a market problem that your business promises to fix.

The executive summary is your chance to lay out all the highlights of your business plan. Often, if an executive summary isn't catching enough, investors won't bother to read the rest of the business plan. So in this session, we'll teach you how to write an executive summary that keeps your audience engaged. Components of an Executive Summary

An executive summary is a concise and compelling overview of the whole business plan. It includes and highlights all the key points of the plan as an introduction. It should be clear, well-structured, and engaging, prompting the reader to want to learn more. It also should provide enough information to convey the business plan's purpose.

Ultimately, an executive summary should benefit your business plan by laying out critical information clearly and simply upfront. An engaging, informative summary will help key people understand your plan and your needs, so they can offer guidance and support your success. You can find tips on business planning and more in How to start a business.

A traditional business plan should include an executive summary, a business description, market research, a business structure, a products and services overview, a marketing plan, your financial ...

A pharmacy business plan needs a straightforward executive summary. This part of your plan is the first thing investors and partners see, and it should clearly outline what your pharmacy is all about. It's where you explain what makes your pharmacy different and worth investing in. We recommend using a two-slide PowerPoint format for this ...

An executive summary is a concise summary that highlights the key points of a more extensive document, such as a business plan, report, or proposal. Its importance lies in its ability to quickly inform readers about the essential content of the larger document, helping them make informed decisions without reading the entire text.

The 6 elements of an effective bar business plan Executive summary. Your executive summary is a short, high-level overview of your entire plan. The summary should give readers a sense of what factors will make your bar successful. That could include securing a high-visibility location, partnering with a chef who will oversee meal preparation ...

The Executive Summary introduces your pharmacy's business plan, providing a concise overview of your pharmacy and its offerings. It should detail your market positioning, the range of pharmaceutical products and health services you offer, its location, size, and an outline of day-to-day operations.

A bubble tea business plan needs a straightforward executive summary. This part of your plan is the first thing investors and partners see, and it should clearly outline what your bubble tea shop is all about. It's where you explain what makes your bubble tea shop different and worth investing in.

The wedding venue business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your wedding venue business as Growthink's Ultimate Wedding Venue Business Plan Template, but it can help you write a wedding venue business plan of your own. Example - LoveStory ...

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Russia could begin full mobilisation after 2024 presidential election, Kyiv official says – as it happened

Secretary of Ukraine’s national security and defence council says Russia has increasingly put its economy onto war footing. This live blog is now closed

• Russia-Ukraine war at a glance: what we know on day 635
• 20 Nov 2023 Closing summary
• 20 Nov 2023 At least 11,000 Ukrainian children are reportedly being detained at 43 re-education camps across Russia, says MoD
• 20 Nov 2023 Russia may begin full mobilisation after 2024 presidential election, says senior security official
• 20 Nov 2023 Fox CEO Lachlan Murdoch meets Zelenskiy in Kyiv
• 20 Nov 2023 Ukraine sacks two high-ranking cyber defence officials, says government official
• 20 Nov 2023 US defense secretary vows support to Ukraine 'for the long haul' on surprise trip to Kyiv
• 20 Nov 2023 Morning summary
• 20 Nov 2023 Two killed by Russian shelling in Kherson, Ukrainian authorities say
• 20 Nov 2023 US defence secretary visits Kyiv
• 20 Nov 2023 Opening summary

Nato supports Bosnia’s territorial integrity and is concerned by “malign foreign interference,” including by Russia , in the volatile Balkans region that went through a devastating war in the 1990s, Nato’s secretary general, Jens Stoltenberg , has said.

Sarajevo is the first stop on Stoltenberg’s tour of western Balkan countries that will also include Kosovo, Serbia and North Macedonia, the Associated Press reports.

“The Allies strongly support the sovereignty and territorial integrity of Bosnia-Herzegovina,” Stoltenberg told reporters. “We are concerned by the secessionist and divisive rhetoric as well as malign foreign interference, including Russia.”

There are widespread fears that Russia is trying to destabilise Bosnia and the rest of the region and shift at least some world attention from its war in Ukraine .

Morning summary

The US secretary of defence, Lloyd Austin, arrived in Kyiv on Monday for a visit. “I’m here today to deliver an important message: the United States will continue to stand with Ukraine in their fight for freedom against Russia’s aggression, both now and into the future.”

Two people were killed early on Monday after Russian forces shelled a parking lot in the southern Ukrainian city of Kherson, authorities said. Regional prosecutors opened a war crimes investigation into the artillery strike, which occurred at about 9am (7am GMT) and injured one other person, the regional prosecutor’s office reported.

A Ukrainian soldier and a woman have died after a grenade exploded in a Kyiv apartment, police in the Ukrainian capital have said, but the cause of the blast, which injured a second man, was not immediately clear. Explosives technicians and investigators were working at the scene of Sunday’s explosion in the Dniprovskiy district, Kyiv police said in a statement.

The Ukrainian army said it had pushed back Russian forces “three to eight kilometres” from the banks of the Dnipro River, which if confirmed would be the first meaningful advance by Kyiv’s forces months into a disappointing counteroffensive . Ukrainian and Russian forces have been entrenched on opposite sides of the vast waterway in the southern Kherson region for more than a year, after Russia withdrew its troops from the western bank last November.

A Ukrainian teenager who was taken to Russia from the occupied city of Mariupol during the war and prevented from leaving earlier this year has returned to Ukraine . Bohdan Yermokhin, who turned 18 on Sunday, appealed to Zelenskiy this month to help bring him back to Ukraine. “I believed I would be in Ukraine, but not on this day,” Yermokhin told Reuters while eating at a petrol station after crossing the border.

About 3,000 mostly Ukrainian trucks, including those carrying fuel and humanitarian aid, were stuck on the Polish side of the border on Sunday due to a more than 10-day blockade by Polish truckers, Ukrainian authorities said . Polish truckers earlier this month blocked roads to three border crossings with Ukraine to protest against what they see as government inaction over a loss of business to foreign competitors since Russia’s invasion of Ukraine in February 2022.

Air defence units in Moscow intercepted a drone targeting the city late Sunday, mayor Sergei Sobyanin said . Sobyanin, writing on the Telegram messaging app, said units in the Elektrostal district in the capital’s east had intercepted the drone. No casualties or damage were initially reported. Air defences had also thwarted a drone attack on the Russian capital overnight to Sunday, authorities said earlier.

Russia launched 20 Iranian-made Shahed drones targeting Kyiv and the Cherkasy and Poltava regions overnight into Sunday, the Ukrainian military said, of which 15 were shot down . The overnight strikes on Kyiv were the second attack on the Ukrainian capital in 48 hours, said the city’s military administration spokesperson, Serhii Popko.

Five people including a three-year-old girl were injured in Russian artillery shelling of Kherson on Sunday morning, the Ukrainian interior minister, Ihor Klymenko , said . “All of them sustained shrapnel wounds. The child and the grandmother were walking in the yard. Enemy artillery hit them near the entrance,” Klymenko said on the Telegram messaging app.

The pro-war Russian nationalist Igor Girkin , who is in custody awaiting trial for inciting extremism, said he wanted to run for president even though he understood the March election would be a “sham” with the winner already clear . Girkin, who is also known by the alias Igor Strelkov, has repeatedly said Russia faces revolution and even civil war unless President Vladimir Putin’s military top brass fight the war in Ukraine more effectively. A former Federal Security Service (FSB) officer who helped Russia to annex Crimea in 2014 and then to organise pro-Russian militias in eastern Ukraine, Girkin said before his arrest that he and his supporters were entering politics.

The Kremlin, facing the prospect of a European Union ban on imports of Russian diamonds, said on Monday that EU sanctions tended to have a “boomerang effect” on those who applied them, Reuters reports.

Kremlin spokesperson Dmitry Peskov was commenting on a proposed EU ban on diamond imports from Russia as part of a new sanctions package against Moscow over the conflict in Ukraine .

Russia is the world’s biggest producer of rough diamonds by volume. Peskov told reporters such a move had been anticipated for a long time, but was likely to backfire.

“As a rule, it turns out that a boomerang effect is partially triggered: the interests of the Europeans themselves suffer. So far, we have been able to find ways to minimise the negative consequences of sanctions,” he said.

EU diplomatic sources said last week the proposal under discussion was to ban direct diamond imports from Russia from 1 January and from March to implement a traceability mechanism that would prevent imports of Russian gems processed in third countries.

The Kremlin said on Monday that president Vladimir Putin will set out Russia’s view of what it sees as the “deeply unstable world situation” when he addresses an upcoming virtual G20 summit.

Russian state TV presenter Pavel Zarubin said on his Telegram channel on Sunday that it would be the “first event in a long time” including both Putin and western leaders.

According to the state RIA news agency, the G20 virtual summit will be held on Wednesday.

The Kremlin said on Monday it regretted Finland’s decision to shut crossings on its border with Russia , saying it reflected Helsinki’s adoption of an anti-Russian stance, Reuters reports.

Kremlin spokesperson Dmitry Peskov , speaking at a regular news briefing, also rejected Finland’s accusation that Russia is deliberately pushing illegal migrants towards the border and said that Russian border guards were following all instructions.

Finland, a member of the European Union and – from this year – also of the Nato military alliance, closed four crossings on its border with Russia on Saturday as Helsinki seeks to halt a flow of asylum seekers it says was instigated by Moscow.

The US secretary of defence, Lloyd Austin, arrives in Kyiv on Monday morning.

Two killed by Russian shelling in Kherson, Ukrainian authorities say

Reuters reports that two people were killed early on Monday after Russian forces shelled a parking lot in the southern Ukrainian city of Kherson, authorities said.

Regional prosecutors opened a war crimes investigation into the artillery strike, which occurred at about 9am (7am GMT) and injured one other person, the regional prosecutor’s office reported.

The Kherson governor, Oleksandr Prokudin, said the two dead were drivers for a private transport business.

Images posted on Telegram showed firefighters dousing cars that had been blasted apart, one day after a separate strike on the city wounded five people, including a three-year-old girl.

Russian forces have regularly shelled Kherson from across the Dnipro River since the regional capital was reoccupied by Ukrainian troops last November.

Ukraine said last week it had secured a foothold on the eastern bank of the Dnipro and that its troops were trying to push Russian forces further back.

US defence secretary visits Kyiv

The US secretary of defence, Lloyd Austin, arrived in Kyiv on Monday for a visit, he said on the X social media platform, Reuters reports.

“I’m here today to deliver an important message: the United States will continue to stand with Ukraine in their fight for freedom against Russia’s aggression, both now and into the future.”

The visit comes amid increasing division over Ukraine aid in the US legislature. A joint Ukraine-US military industry conference in Washington is due to take place next month.

That event, due to be held on 6-7 December, is intended to boost Ukraine’s domestic arms production as its fight against a full-scale Russian invasion nears the two-year mark.

Reuters reports that a Japanese delegation led by senior industry and foreign ministry officials and including business representatives is visiting Ukraine on Monday for talks ahead of a reconstruction conference that Japan will host, the industry ministry said.

Japan, which has been supporting Ukraine with funds and by accepting refugees since Russia invaded in February 2022, has also been promoting support for Ukraine at the level of the G7, which Japan chairs this year.

Kazuchika Iwata , the state minister of economy, trade and industry (METI), and the state minister for foreign affairs Kiyoto Tsuji , are visiting together with representatives of Japan companies, METI said in a statement.

In Kyiv, the delegation, which includes members of Keidanren, Japan’s biggest business lobby, in charge of a committee on Ukraine’s reconstruction, plans talks with the prime minister, Denys Shmyhal , government officials and companies.

Shmyhal said this month Ukraine would need budget support of about $42bn this year and next year to plug a massive deficit and aid reconstruction from the devastation caused by Russia’s invasion.

METI said the visit was an opportunity to hear about Ukraine’s needs and to discuss specific projects and accelerate public and private efforts to help.

The Ukrainian president, Volodymyr Zelenskiy – who visited Japan in May during a G7 summit – and the Japanese prime minister, Fumio Kishida, agreed this month to hold a Japan-Ukraine Conference for promotion of Economic Reconstruction in Tokyo on 19 February.

Opening summary

Hello and welcome to the Guardian’s live coverage of the war in Ukraine .

A Ukrainian soldier and a woman have died after a grenade exploded in a Kyiv apartment, police in the Ukrainian capital have said, but the cause of the blast, which injured a second man, was not immediately clear.

Explosives technicians and investigators were working at the scene of Sunday’s explosion in the Dniprovskiy district, Kyiv police said in a statement.

“A citizen contacted the police with a report that an explosion rang out in a neighbouring apartment,” they added.

The news came as Volodymyr Zelenskiy dismissed the commander of the military’s medical forces , Maj Gen Tetiana Ostashchenko, and said “new priorities had been set” in the operations of Ukraine’s military after a meeting with the defence minister, Rustem Umerov.

“There is little time left to wait for results. Quick action is needed for forthcoming changes,” the Ukrainian president said in his evening video address.

In other key developments:

Russia launched 20 Iranian-made Sha hed drones targeting Kyiv and the Cherkasy and Poltava regions overnight into Sunday, the Ukrainian military said, of which 15 were shot down . The overnight strikes on Kyiv were the second attack on the Ukrainian capital in 48 hours, said the city’s military administration spokesperson, Serhii Popko.

Five people including a three-year-old girl were injured in Russian artillery shelling of Kherson on Sunday morning, the Ukrainian interior minister, Ihor Klymenko, said . “All of them sustained shrapnel wounds. The child and the grandmother were walking in the yard. Enemy artillery hit them near the entrance,” Klymenko said on the Telegram messaging app.

The pro-war Russian nationalist Igor Girkin, who is in custody awaiting trial for inciting extremism, said he wanted to run for president even though he understood the March election would be a “sham” with the winner already clear . Girkin, who is also known by the alias Igor Strelkov, has repeatedly said Russia faces revolution and even civil war unless President Vladimir Putin’s military top brass fight the war in Ukraine more effectively. A former Federal Security Service (FSB) officer who helped Russia to annex Crimea in 2014 and then to organise pro-Russian militias in eastern Ukraine, Girkin said before his arrest that he and his supporters were entering politics.

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