Executive Summary Template

Need to write an executive summary but don’t know where to start? Get this free template that helps you organize your business overview, goals, and key details in a simple, structured way. Download now!

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Step-by-step structure

Covers all essential sections to craft a comprehensive business plan.

Easy-to-follow format

Simple format that makes planning easy for beginners and experts alike.

No experts needed

Provide basic information in the blanks and get your plan ready in minutes.

SBA-lender approved format

The format is similar to what SBA lenders expect, making it easy to review.

Highlights of Executive Summary Template

This executive summary template includes:

  • Business Overview
  • Key Objectives
  • Products and Services
  • Market Opportunities
  • Marketing Strategy
  • Business Model
  • Financial Highlights
  • Growth Plan

What is an executive summary template?

An executive summary template is a pre-designed document designed to create a clear, concise, and structured summary of a business plan or report.

Moreover, this template covers all the key details like business overview, objectives, financial highlights, and market insights in a professional and easy-to-read format.

Why do you need an executive summary template?

An executive summary should be short, clear, and easy to understand, but writing one from scratch can be frustrating.

What should you include? What should you leave out?

That’s where this template gives you a simple structure to follow, so you can get it done faster without second-guessing. Here’s how it helps:

Gives clarity

Helps get clear instructions for each section and highlight the most important details without missing anything.

Saves time

No need to draft an executive summary from scratch; the format is already done for you.

Keeps things organized

Allows you to organize information clearly for investors, clients, or stakeholders by breaking down key sections.

Works for different needs

Whether it’s a business plan, funding proposal, or report, it keeps everything concise and professional.

Simple steps to use an executive summary template

Here are 6 simple steps to use this executive summary template:

  1. Download the template in your preferred format (Google Docs, PDF, or Word).
  2. Collect all the information about your business, including goals, market opportunities, target audience, and finances.
  3. Fill out each section step by step using the helpful prompts and tips inside.
  4. After that, double-check everything to fix any grammatical errors and ensure clarity and accuracy.
  5. If required, share it with your team members or trusted advisors for feedback and final updates.
  6. Once completed, use it to present your business plan, proposal, or report professionally.

Create a clear executive summary

This executive summary template helps draft a strong executive summary to make a lasting impression and present the key aspects of your business in a clear, structured way.

And if anything feels unclear or you just want a second pair of eyes, our business plan consultants are always here to help.

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