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Executive Summary     Month Day, Year    John Doe, CEO    (555) 555-555
Executive Summary                                       Executive Summary                                              “CO...
Executive Summary[Who’s on your team, and what is everyone’s role? Investors want to see motivated, enthusiastic, and adep...
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ICT - Executive Summary Template


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Business Planning Templates

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ICT - Executive Summary Template

  1. 1. Executive Summary Month Day, Year John Doe, CEO (555) 555-555
  2. 2. Executive Summary Executive Summary “COMPANY VISION”Company Overview: (1-2 paragraphs, single spaced)[Your company overview is your “opening statement.” Establish what your business will do as clearly as possible.You should describe your product/service, identify your customer, explain the market you intend to serve, andinclude your vision statement.You may choose to write the company overview as a spearhead, but it also makes sense to use it to sum up theentire executive summary once you’ve established the other components. Each segment is important, and eachcan either hurt or help you when it comes to making an impression on an investor.]Industry Overview: (2 paragraphs, single spaced)[If you’re looking to catch fish, you need to first see what the waters look like. Explain in detail what your marketis, and include these key elements:You need to show that you’re knowledgeable about your industry and that you understand who your competitorsare, so describe them. How are they different from or similar to your company? How do you foresee themreacting to your entry? How will you respond to them? Are there any competitors that you might even considerpartnering with?]Marketing & Sales Strategy: (2-3 paragraphs, single spaced)[How will you generate revenue? How will you attract customers? How do you plan to retain customers so thatthey become long-time and loyal buyers? This is where you’ll describe the nuts and bolts of your marketing andsales strategy.Paint a picture of who your customers are, explain their decision-making process and how you’ll be able to createvalue for them. Illustrate your unique selling proposition and why your customer will choose your company overyour competitor(s).]Operating Model: (2 paragraphs, single spaced)[Your operating model maps out how you plan to operate your business, your expenditures, what needs to beaccomplished before your company is up and running, and how you plan to run your business. It may be wise toexplain your product/service in detail when describing how you intend to sell that product or service.]Financial Plan: (1 paragraph, singled spaced, including summary profit & loss statement)[Demonstrate with your financial plan that you understand the basics of entrepreneurial finance. Make reasonablesales projections, assess what your bottom-up growth will be, and describe the estimate of your intended costs.Emphasize that you have a sound grasp on the financials and your assumptions.]Management Team: (1-2 paragraphs, single spaced) Copyright 2010, COMPANY NAME. All rights reserved.
  3. 3. Executive Summary[Who’s on your team, and what is everyone’s role? Investors want to see motivated, enthusiastic, and adeptindividuals running your company. Emphasize that every member of your team embodies the entrepreneurialspirit, and everybody brings something unique to the table.You don’t need to write lengthy bios, but you should include your management team’s experience, education, andprofessional achievements/awards/degrees. Additionally, you can describe how long you have known each otherand why your team works well together.]Capital Requirement: (1 paragraph, single spaced)[This where you’ll describe how much investment you’ll need, and you need to support this with sound reasoning.Answer these questions: How much capital do you need to jump-start and run your venture? What is yourpotential market value?Describe your capitalization table and any funding that you’ve already raised. Also, consider the capital structurerestrictions you might have. This segment should also include a summary of your long-term funding plan and exitstrategy.] Copyright 2010, COMPANY NAME. All rights reserved.