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Project Executive Summary Checklist


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Project Executive Summary Checklist Project Executive Summary Checklist is created for project initiators who wish to start their project business plans with a comprehensive executive summary. This part is very important as it is an introductive portion of information, so with a help of this checklist you can learn what it should contain and how it should be composed for good readability and credibility.

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What to consider before preparing the Project Executive Summary:

  • Consider the readers’ levels of knowledge and expertise to fit them;
  • Always focus your story on targeted outcomes and results, not on details;
  • Keep the text and figures brief when explaining how you will develop your solution;
  • Emphasize attention on customer problems and then on appropriate solutions/benefits;
  • Minimize technical buzzwords and terminology used when explaining technical aspects;
  • Use visualization tools such as graphs and tabs, but keep them accurate and comprehensible;
  • Keep the whole summary brief as it is requested by eligible format (usually it is no longer than 4 pages, but different organizations may have different formats);
  • Stick to an attractive and professional presentation style with appropriate wording and pertinent artworks;
  • Ensure your project executive summary is composed as a really credible and readable overview of the project business plan (you may also see this Project Business Plan Checklist);

Contents of Project Executive Summary document:

  • Formulate your project Ideas and Mission (or provide the Charter);
  • Give a description of the project business model (how you are going to monetise your ideas);
  • Introduce the project team: identify at least the key personalities standing behind the project and tell why you think they are competent enough to cope with the proposed work;
  • Explain the main assumptions that underlie your project and why you believe they are realistic;
  • Give a description of the project products and/or expected benefits;
  • Explain the project ownership structure: sponsorship plan, roles, shares and interests;
  • Review the environment of the project: how the project will be adopted by it;
  • Describe the industry which your project belongs to and its recent trends;
  • Provide a plan of how the project will be incorporated into the Marketing (or any other relevant to your project) strategy of organization;
  • Overview operations and actions that will take place in order to implement the project;
  • Overview the project management, organizational chart and personnel hierarchy;
  • Review schedule of objectives and milestones: give a brief project timeline presentation;
  • Accurately identify possible risks: refer to technology, supply, market, government policies, etc;
  • Provide project return analysis: how the opportunity is valued and how it is aligned with the risks mentioned above;
  • Elaborate the expectations ...

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