Name: Macarao, Tazneem Reem M.

Subject and Section: Gec 102- Vv4

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.
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.
This means that a well written executive summary can have a major impact on investor
decisions. Other types of reports that might benefit from an executive summary for similar reasons
include business plans, project proposals or plans, research reports, school reports, environmental
studies, and market surveys.
Importance of an Executive Summary
An executive summary is important because it helps the reader cultivate an understanding
of the document before they start reading it more in-depth. Also, if you write a compelling
executive summary with the proper components and information, you can persuade a potential
business partner, employer, or company leader to consider your proposal further.
Components of an Executive Summary
1. Project Business Summary or Mission Statement
The first section of an executive summary should introduce the item you're promoting
through your report. This section should define your business or business initiative and
give a brief overview of what it has to offer and who will benefit from it.
2. Problems and Solution
This section allows the reader to learn more about why you were expanding into new
markets, selling a portion of your business, or changing company or department operations. It
allows you to outline the solutions you want to achieve by addressing and overcoming
problems.
 3. Background
This outlines the actions and events that led to the creation of a company business project
or another business initiative. You should name the other team members, or executives, their
role within the company and, if necessary, give a short description of their previous
professional experiences that adds credibility to your business.
4. Market Research and Competitive Advantage
Investors want to know whether you understand industry trends, competitor details and
customer needs. These sections should highlight your research and knowledge of your business
industry, and how your business is different from others at the local, state or national level.
5. Business Model
If you're writing an executive summary to convince investors or company leaders to
support a specific initiative or project, you can replace the business model section with process
or project structure.
6. Financial Information, Projections and Funding
The financial sections may be different depending on whether you have a new or well-
established business. The financial section should highlight your projected growth
expectations over time and potential revenue for the first year of business.
7. Recommendations Moving Forward
Only include a recommendation section if you're advocating for a project or business
initiative. This section summarizes how a company should acclimate to changes based on new
initiatives, policies, or organizational structure.
Writing an Executive Summary
Here are few guidelines on writing an executive summary:
▪ Create an Outline
With just about any kind of writing, the best way to start is by creating an outline. An
outline achieves a few goals:
• Organizes the key points into a coherent narrative.
• Makes it easy to understand which points to include and which to omit.
• Gives you a road map to follow as you write.
Your outline serves as a useful tool when you prewrite. Ideally, the executive summary is
the part of your document you wrote last since you can’t summarize the full document if
you don’t yet have a full document. With the full document in hand, jot down the key
sections you need to include in your executive summary and the points to hit in each
 section. By doing this, you’re creating an outline after you’ve written (or been given) the
full document and before you write the executive summary.
▪ State and Define the Purpose or Problem
As you write, remember your executive summary’s purpose. This should drive
everything you write, including how you frame the problem the project aims to solve and
where you include relevant statistics to support the proposed solution.
When writing about the purpose or problem the plan solves, give as much context as
necessary without overexplaining. Remember, your readers will get the full story from
the main document. However, the executive summary should give them a strong enough
grasp of the problem that they aren’t surprised by anything they read in the full
document.
▪ Solution or Next Steps
After clearly defining the purpose or problem, explain the solution to that problem or the
next steps outlined in your strategy. Like the section about the document’s purpose, this
section should be comprehensive enough to give the reader a solid understanding of the
solution without getting bogged down with lengthy explanations.
▪ Conclusion
An executive summary’s conclusion is, in a lot of ways, just like any other conclusion. It
reiterates the key points you made in the executive summary’s body sections, answers
any questions the reader might have, and leaves them with a clear sense of what to do
next (which is usually to read the full document).

An executive summary is the first paragraph of your Business Plan. This is where you introduce
yourself and tell readers what you’re going to do. You can use this space to describe the problem
you want to solve, the market opportunity you see, your target customer, your business objective,
and your business model.
The executive summary should be written in the third person, passive voice, and present tense
and should be concise.
Executive Summary Example #1

Our mission
Gladstone Foundries provides cutting-edge computer-assisted metalwork operations for the
automotive industry. Our clients value us for being able to deliver millions of precision-made
fasteners at short notice. Our team can ensure that customers get the best quality inputs for their
manufacturing operations to ensure they meet the highest regulatory, technical and safety
standards.
The company and management
The headquarters of Gladstone Foundries is in Detroit, Michigan. The company has a unique
organizational structure that guarantees employees 49% equity in the company. The current CEO
has 30 years’ experience working in the automotive manufacturing industry, while the General
Manager is a 21-year veteran of the company.
Our products
Our clients include, but are not limited to, automakers such as Stucker, GF, Tornado Autos and
thousands of kit car and classic car enthusiasts throughout the continental United States and
beyond. Gladstone Foundries offers a variety of products, including:
• Rivets
• Bolts
• Nuts
• Lugs
• Wings
• Trunk covers
• Composite spoilers
• Heady-duty brake pads and calipers
The market
With the new drive to re-domesticate manufacturing in the United States, our company is
primely positioned to benefit from unprecedented growth in the local automotive manufacturing
industry and supporting sectors. Data from our market research shows that the demand for our
products is may grow by over 35% in the next year and 50% in the next two years.
Our competitive advantages
We are an American company to the core and pride ourselves as the go-to foundry for precision-
manufactured fasteners within a 500-mile radius. While there are currently five other businesses
offering similar products in our vicinity, our company has the latest CNC and programmable
lathe and milling machines in the industry. Our investment in cutting-edge precision tools, ability
to handle large order volumes for multiple clients simultaneously and highly experienced staff
set us apart as the favorite provider of fasteners for the automotive industry.
Gladstone Foundries' marketing strategy relies on our pedigree and reputation for producing
massive volumes of items at scale to the highest level of technical requirements. Automotive
clients trust our bolts and nuts to support joints and hold surfaces together without breaking or
failing under load. We have the best standardized regulatory practices in the industry and the
most stringent workshop health and safety protocols.
Financial projections
Based on the size of our market, we forecast sales for the first year at $75 million. We project a
growth rate of 15% per year for the first three years. While we already have 35 employees, the
company plans to hire 15 additional staff to cater for the expected increase in orders.
At present, we have over 30 clients with firm order commitments and have plans to increase our
client base to over 50 through our professional networks and in-person outreach. We are
confident in our ability to leverage our professional reputation and the quality of our products to
increase orders within a short period.
Workshop expansion financing requirements
We are seeking an expansion fund of $12 million to expand our facility to better serve our
customers and increase our share of new emerging markets. The company has already raised
$10.5 million to install state-of-the-art fabrication equipment and staff training.
We are confident that our technical expertise, flawless track record and exceptional ability to
meet and exceed clients' expectations may help us maximize the benefits of this expansion.
Executive Summary Example #2

Our mission
Clawson's Cafe and Tea Emporium will offer a warm and vibrant space for coffee and tea-lovers
to read, listen to music and purchase quality coffee or tea beverages. We will have a menu with
specialty lattes, tea blends and customizable beverage options in addition to a delicious selection
of baked goods.
Customers can also purchase their favorite coffee bean roasts and loose-leaf tea to enjoy at home.
All our coffee, tea and baked goods will be sourced from small businesses in the local area to
encourage beneficial partnerships with local business owners and sustainability initiatives.
Background
Clawson's Cafe and Tea Emporium has been a dream of Kayla Clawson's ever since she moved
to the town of Myersbrook in 2010. At the time, Myersbrook was an up-and-coming destination
for civil war era enthusiasts, families, and day-trippers as it had a vibrant and historic downtown
area for everyone to enjoy. Kayla had previous work experience as a barista and cafe
manager but was surprised when she realized that Myersbrook only had three cafes, one of
which, was a well-known national cafe chain.
That's when she decided to pursue her dream of opening her very own cafe. In 2018, she
purchased a historic two-story building right on main street. Along with our founder, Kayla, we
also have:
• Casey Roberts - Cafe Manager
• Jordan Carlisle - Head Barista
• Alex Maven - Supplier Outreach Coordinator and Inventory Specialist
• Kennedy Byer - Accounting and Tax Consultant
Business model
• *Target customers: Local Mysersbrook residents, frequent visitors, and tourists between
the ages of 16 and 65+. *
• *Product pricing: Average pricing for coffee will be between $3.00 and 6.00 depending
on sizing, average pricing for tea will be between a $1.50 and $3.00 depending on sizing
as well. Baked goods pricing will range between $3.50 and $7.50. *
• *Marketing strategies: Post signs around the local downtown area, collaborate with
community events to gain exposure and use social media to engage with local community
members. *
Products and services
We plan to offer a variety of beverage and food items to cater to our customers' individual
preferences. Here are the products we currently have on our menu:
Coffee menu
(Iced or hot)
• Americano
• Cappuccino
• Macchiato
• Espresso
• Flat White
• Latte
• The Myersbrook latte
• Chia latte
• Mocha
• (Brews available in packaged containers)
• Dark roast
• Medium roast
• Light roast
• Tea menu
• (Available in packaged containers as well)
• Earl grey
• Green tea
• Lemon ginger
• Apple spice
• Oolong
• Peppermint
• Bakery selections
• Loaves
• Bagels
• Coffee cake
• Biscotti
• Muffins
Market and competitive advantages
In the Myersbrook area, there are only three other cafes. One of which is a well-known national
chain. The other two are well-established local cafes located approximately seven miles in either
direction, from Clawson's Cafe or Tea Emporium. What makes Clawson's stand out is that it is
the only cafe located on Myersbrook's main street, now a tourism hub. Clawson's is also the only
cafe that offers ample seating on its two floors, and it is the only cafe in Myserbrook where
customers can get locally sourced produce.
Financial projections
We project that within our first year of business, we will make $200,000 with a growth rate of
$10 percent in the years that follow.
Funding needs
We need approximately $100,000 in funds to help start our business. The founder has
accumulated the rest of the costs necessary through personal savings and a $20,000 loan.