Write it last
Draft the summary after the body is settled. A summary written first tends to promise what the analysis later cannot support, and then the body has to be bent to match it.
An executive summary gives a decision-maker the situation, the recommendation, the main reasons and risks, and the specific ask, so they can act without reading the body. The key judgement is to write it last and to make sure every claim in it appears, in the same wording, in the document it summarises.
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Sample summary for a fictional field services company, Quillfern Field Services. All figures are invented for illustration. Decision requested: approve a second depot in the east district, on a lease of up to five years, with the fit-out budget inside the existing capital plan. Recommendation: open the depot by the second quarter of 2027. Most east district jobs start with a long drive across town, and a local depot would let the same crews complete more jobs each day. Main reasons: the east district now accounts for a growing share of new requests, and two of our three largest clients there have asked in writing for shorter response times. Main risk: the preferred site is not yet secured. If the lease is not signed by March 2027, opening moves back by one quarter. Section 4 sets out the fallback site and the cost of that delay. Ask: a decision on the lease at the November board meeting. The fit-out and staffing budget will come to the January review.
Weak: This document describes the proposal for a second depot.
Strong: We recommend opening a second depot in the east district by the second quarter of 2027.
The first version describes the document. The second states the decision a reader is being asked to accept.
Weak: There are several risks to consider.
Strong: The main risk is that the east district lease is not signed by March 2027, which would delay opening by a quarter.
A vague reference to risk gives the reader nothing to weigh. Name the risk and its consequence.
Weak: The team is excited about the opportunity.
Strong: We ask the board to approve the lease within the capital plan, with the fit-out budget to follow in January.
Enthusiasm is not a reason. The ask states exactly what the board is approving and when.
Weak: More detail is available in the appendices.
Strong: Section 4 sets out the lease terms and the cost assumptions behind this recommendation.
A pointer to a named section lets a reader check the claim that interests them most.
Draft the summary after the body is settled. A summary written first tends to promise what the analysis later cannot support, and then the body has to be bent to match it.
The first sentence should say what the reader is asked to decide or note. Background belongs after the recommendation, where it explains the reasoning rather than delaying it.
Each figure and conclusion in the summary should appear in the body, with the same number and wording. A reader who finds a different figure in the body may stop trusting the summary, even when the summary is right.
A summary longer than a page is a second report. Remove the examples and the history, and keep the decision, the reasons, the main risk and the ask.
Use a team link for the leadership group that reviews drafts. Put the summary at the top of the same page as the body, so reviewers can check each claim against the section it cites.
Publish a public summary only when the document is meant for outside readers, such as funders or customers. Remove internal estimates, personnel matters and negotiating positions first.
Download the HTML file to place in a board pack or a decision record. Put the date and the word draft or final in the file name, so the reader knows which version they hold.
A template can show the order of the parts, such as the decision, the reasons, the risks and the ask. It cannot decide your recommendation. Draft the recommendation first, then fit it into the order.
A good example opens with the decision, states the recommendation in one sentence and closes with a specific ask. The sample on this page shows that order for a fictional field services company.
One page is the usual limit, and shorter is better when the decision is simple. If the summary needs more than a page, the decision probably needs its own memo or paper.
Those formats are outside what this page produces. Content Creator outputs a single HTML page, shared by link or downloaded as an HTML file. Draft the text in a word processor if colleagues need to edit it, then publish the approved wording here.
Follow the eight-step wizard: type, assets and description, images, branding, contact and call to action, Atty Suggestions, blueprint, and generate. Atty generates one HTML page in the background. Review it, then publish and share the page link or download the HTML file.