Whether you have an upcoming presentation for potential investors, or you’re tasked with introducing the company to a new corporate partner, a quality executive summary template is a must-have for business professionals across all departments. 

Having a good template isn’t all you need, though. You also need to understand how to write an executive summary that is simple, engaging, and able to resonate with readers.

To help with that, here are 5 ways that you can get the most out of your free executive summary template.

5 Ways to Get the Most Out of Your Free Executive Summary Template


1.   Less is More


After your executive summary template is downloaded, you can then begin to map out exactly what you want to say about your organization.

During this initial step, it’s important to remember that the purpose of an executive summary is to give readers a quick and easy to understand snapshot of your organization. That being said, less is always more when it comes to writing your executive summary.

For example, it’s okay to include a little bit about your organization’s history, however, you do not need to share irrelevant details that may be distracting for readers. Try to keep the information as streamlined as possible; highlighting only the most critical details that you want the audience to pick up on. 

2.   Use Clear and Concise Language


Once you have your executive summary template structured just the way you like it, now it’s time to write. When writing, try to use language that is clear, concise, and simple for readers to understand. Additionally, you should also avoid using the passive voice and try to keep your sentences around 20 words in length.

Keeping your language clear and concise helps readers to understand your executive summary with ease – allowing them to focus on what really matters. This is especially true if your readers are not native-English speakers, as they may not be able to quickly understand complicated sentence structures and wordy phrases.

3.   Tailor it for Your Audience


Even though most executive summary samples follow a similar format and pattern, you should still tailor each one to the specific audience that will be receiving it. For example, if you plan to send your summary to parties outside the organization, make sure that you do not expose any of your organization’s industry secrets.  

You can also consider the audience when choosing which items on your summary to highlight. For example, a potential charity partner may want to learn more about your values and mission as opposed to your financials. On the contrary, a potential investor will want to know more about your market share, profit margins, and leadership.

Remembering to tailor your executive summary for each audience not only protects your organization, but it ensures that your audience only receives information that is relevant and helpful to their decision making.  

4.   Keep it Updated Regularly


Your executive summary word template should be a regularly updated document within your organization. The purpose of an executive summary is to give readers an up to date and accurate picture of your organization, and that can only happen if the document is consistently edited and updated.

At a minimum, you should review your executive summary on a yearly basis and always make sure to update it if your business undergoes a significant change. This is something that you can integrate during existing business processes, such as during internal audits, evaluations, and year-end reviews.

5.   Make Sure All Information is Accurate


When filling in the boxes of your executive summary template, it is important that you only include information that is 100% accurate. Remember, your readers may have to make decisions based on the information that you give them, and they need to be able to trust you.

White lies and exaggerated figures should never be included in an executive summary. Instead, make sure that your executive summary sample pdf is a genuine and honest reflection of your organization. This not only helps you build trust with partners and potential investors, but it can save you from having uncomfortable conversations down the road.


Here’s a sample Executive Summary template that can be easily customized and adapted to meet your requirements. It’s free to download and use.


Download your FREE Executive Summary Template In .doc Word format



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