Writing the executive summary

Updated on May 09, 2016

When you begin a new company and choose to begin with writing your strategy (rather than working on the forecast or Scoreboard), LivePlan initially skips over the executive summary and takes you to the Opportunity section. This encourages you to write the major sections of your plan document before you try to condense those details into the executive summary. Ultimately, though, you can write the plan document any order you choose — that’s what makes the plan outline so flexible.

There are at least two great reasons to write the executive summary last rather than first:

  1. You want to get it right. The executive summary is the most important part of your plan document, because it’s the first thing your reader sees. Getting that bank loan you’re hoping for may depend on the first impression your plan makes. So, you want the executive summary to wow your reader.
  2. It’s a summary of the plan. If you take the time to write your plan and complete you forecast, it will be much easier to go back and pick out the main points to include in the executive summary.