How to Write a Proposal Summary by Ben Taylor - Updated September 26, A proposal summary, sometimes called an executive summary, provides a concise overview of the proposal itself. Summaries are an important part of a proposal because they're usually the first part of the summary a supervisor or other authority reads.
But nothing compared to the feeling of writing an executive summary. There is so much dissent about the function of the executive summary — what it should say, what it should do, how long it should be, and whether it be written before or after the body of the proposal — that it can add to the already stressful task of getting a winning proposal written, designed, and out the door to the client on time.
The executive summary is arguably the most valuable component of any proposal.
Its purpose is clear, its potential is huge, and putting it together can be straightforward if you change your approach and follow a few simple steps. Hopefully, it will make the proposal process less painful, and help you convince anyone on your team who might disagree to follow your lead.
The purpose of an executive summary First of all, the executive summary needs a rebrand.
To me, the name itself speaks of stuffy suits, boring, jargon-filled reports, and boardrooms filled with cigar smoke and people ready to say no. They think that this is where you explain the entire proposal in words.
It should be persuasive, outlining why the client should choose your company. It should be specific and focus on results. You can save the features for the body of the proposal. The executive summary helps the client decide quickly whether they're going to read the rest of the proposal, pass it on to other decision-makers, or if it's destined for the recycle bin.
So you better make it good. Some people feel you should write the executive summary first because it can help you outline your concept and organize your thoughts for the entire proposal. Plus things may have changed since you first started the proposal so you might need to adjust your approach.
My suggestion is chocolate AND peanut butter. Election issue I like to write the executive summary first because it helps to filter all the ideas our team had during the brainstorming process about the best way to pitch this client.
Once the body of the proposal is finished, I then go back to tweak the executive summary as needed. Sometimes new ideas rose to the top as we worked through the proposal, or early ideas turned out to be impossible to execute due to the client budget or timeline.
I used to leave writing the executive summary to the end, and since inevitably we were always in a time crunch to deliver the proposal to the client, I would feel anxious and rushed to get it done. I could edit the executive summary as needed and I knew there would be no huge surprises in what other team members had prepared.
How to write an executive summary: Capture their attention You need an opener that's compelling. Focus on the issue and the result, but be direct, concise, and evocative. We get it Before a client hires you, they want to know that you get them.
This section of the executive summary is where you demonstrate your grasp of the situation.
You could include a bit of your own research or a brief reference to your agency's experience dealing with a similar situation. You should also talk about how the client will benefit from solving the problem - what will change, the positive outcomes, the results.
Again, the focus here is on the client and their challenge, not on you and your company. But remember, this is just an overview. They can read all the delicious details in the proposal so keep it high level but still provide enough detail to convince them you have something specific and well thought out for them.
This section should start to provide the client with a sense of relief and get them excited about the result. We can do it It's time to show your stuff. Talk about why your company, your team, or your product is not only willing to take this challenge on, but you're qualified to do so.Sample Of A Generic Grant Executive Summary (A proposal, and Executive Summary, should state a specific dollar amount for a specific purpose.
The request for staff, equipment and renovation funds combined in one proposal, is very misleading.). An executive summary, which opens the proposal with an introduction to your company or your business plan.
The body of the proposal, preferably following . In a lengthy proposal for a complex project, you should provide a summary preceding the detailed pages. In proposals to corporations, this summary is usually called an Executive Summary. Organizing Your Writing Approach; Why Proposals are Rejected Abstract or Summary.
Every proposal should have an abstract. The abstract forms the reader’s initial impression of the work, and therefore plays a big role on whether the application is funded.
The abstract speaks for the proposal when it is separated from it, provides the reader. Whether you've put together a business plan or an investment proposal, you're going to need an executive summary to preface your report.
The summary should include the major details of your report. Feb 01, · Learning How to write an Executive Summary is an important skill for anyone in the business, higher education or academic fields. Executive .