Write a perfect summary of the managers that sets your document for success (templates + examples)

One of the first real jobs that I ended up as a B2B content author was the summary of some campaign reports for a product adoption platform. I’ll be honest – I was frightened. When I came from a fictional background, I was much more comfortable to describe things in detail.

Summary? Not my strong suit.

Every time I heard the expression “Executive Summary”, it sounded stiff, formally and excessively corporate. But soon I learned that the summaries of managers simply the elevator elevator or the TL; Dr. (too long; not read) of a document. And they are critical, especially in marketing and sales, where managers have no time to read 30-page decks or complete examination reports.

In this article I will teach you how you can write an Executive summary -what you enclose, which errors can be avoided and whether it is okay (and intelligently) AI tools to help you.

Table of contents

What is a summary of the executive?

A summary of the executive is a brief overview of a longer professional document such as a business plan, a proposal or a report. It is often at the beginning of a document (or report) and aims to attract the attention of a reader and at the same time to take critical information such as the problem or the possibility of finding the goals, important findings, goals and recommendations.

Ultimately, a summary of the executive gives readers a brief overview of the most important information in a document so that they do not have to read the whole thing.

Remember how that Savings node the business world.

The documents that often have a summary of the executive include:

• Business plans
• Research reports
• Project suggestions
• Annual reports

How does it differ from other business declarations? Let’s compare.

Executive Summary vs. Business plan

All business plans have a summary, but not all of Executive’s summaries belong to business plans.

A business plan includes an overview of the company, short -term and long -term goals, information about your product or service, sales goals, expenditure budgets, your marketing plan and even team information.

Business plans are very detailed and comprehensive. You can be up to a dozen pages or 100 pages. The summary of the executive is the first section of the business plan.

A sought -after CEO or investor may not have the bandwidth to read your full business plan without understanding your company or your goals first. A summary of the executive is useful here.

Note: Do you need help to put together your business plan? We have a template for you.

Executive Summary vs. key payment

Mission statements and summaries of managers are usually included in business plans, but serve different purposes.

A mission statement defines the purpose, the values and the vision of your organization. It is the north star of your company and communicates her core identity and its existence. On the other hand, a summary of the executive offers an overview of the document on a high level.

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Ultimately your mission statement Directing Your business plan, while your Executive summary describes Your business plan for managers and shareholders.

Executive Summary vs. Corporate description

Like mission statements and summaries of managers, you will find company descriptions in business plans, your page “About us” or even in social media profiles.

They offer an overview of your company, including the company’s history, of what your company does, unique selling points, goals, management team and total value promise.

Summary of the executive and goal

One goal is a specific goal or a specific goal that your company sets to achieve its overall goal.

It is a concrete, measurable result that leads the actions and decisions of your company. The goals are usually defined at a strategic level and match the mission, vision and the general strategic plan of the company.

Corporate goals are often included in the summaries of managers, but are not the only focus.

What is the purpose of a summary of the executive?

A summary of the executive may appear like a “beautiful have”. After all, you will find the same information by reading the rest of the document. However, these summaries serve many purposes.

Advantages of a summary of the executive

• It saves the time of your readers. CEOs and investors often only have limited time to check long documents. With a summary of the executive, you can quickly record the most important points, important results and recommendations without reading the entire document.
• It offers clarity. Executive summaries distill complex information and present them so easily.
• It helps with document navigation. For longer documents or reports, a summary offers a roadmap for readers. It signals the most important sections or topics that are treated, which improves the usability and accessibility of the documents.

I have maintained a list of the necessary components and an example of getting started. This template focuses on writing an Executive summary for a business plan, but the guidelines can be adapted to other documents.

Follow Drift Kings Medias Executive Summary template

Click here to download

When is a summary of the executive required?

They fly over and scan documents because they want to get to the point. For this reason, a summary of the executive is a make-orbreak step in marketing and sales, which can mean the difference between buy-in and ignored.

In my experience, there are a few moments when skipping a summary of the managers is simply not an option:

1. If you set up a new marketing or sales strategy.

Whenever I am a new campaign, a new strategy or a new project, a market entry plan, a ABM campaign or product positioning-I can set the great idea before I deal with the details. This helps managers to understand the “what”, “why” and “how” without losing themselves in the small print.

2. If you introduce external stakeholders or potential investors.

Managers and investors hear pitches all the time and they usually get a shot to leave an impression.

A summary of the executive distills the promise of value, the market opportunities and the ROI into something that you can quickly digest and feel confident. It shows you that you respect and understand your time what is most important for you: results, risk and speed.

3. If you submit reports or project tactualizations to the leadership

Every month or quarter, marketing and sales teams produce a mountain of reports. But here is: Senior executives are not looking for data magazines. They scan for patterns and decisions. You want to know: Are we beating the KPIs? Tempo to the destination do we go up and down?

I use Executive summaries to identify trends, highlight important profits and risks and recommend specific actions. It is a great trustee if the leadership can immediately recognize that they drive the business forward and not just report activities.

4. If you request resources or budget increases.

Regardless of whether it is requested by 5,000 US dollars for a new tool or 500,000 US dollars for a campaign, I have learned that managers need the story behind the numbers in advance. A close summary of the executive justifies the question before turning over to the second page.

It combines your request with a clear business case and shows how the investment is directly associated with sales goals, customer growth or operational efficiency. It is much easier for managers to say yes if they can see the payment in 30 seconds or less.

5. If you close a project or a campaign.

At the end of a campaign, it is tempting to flood the room with metrics. But managers and team lines want the punch line first: Did it work? What’s next? I use Executive summaries to summarize goals, actual performance, important lessons and future recommendations – everything without overwhelming them.

In this way, the leadership not only sees success (or where pivots are needed), but they also trust that I am strategically thinking about continuous improvements.

If I had to summarize it: Whenever you transfer something important where decisions, investments or trust are involved, a summary of the executive is not optional. It is your chance to get her nod before They even ask a question.

How to write an executive summary

A good summary of the managers tells the history of their company, contains important facts and data, conveys information with an appealing tone, is specific and free of clichés and follows the structure of their larger document. These elements ensure that your summary is effective, informative and effective.

These elements ensure that your summary is effective, informative and effective.

1. Reading (and understanding) the complete document.

Writing an Executive summary without the complete document is not only risky, but also obvious. Managers can recognize if a summary feels a mile removal of the surface level.

Before you even think about it, summarize yourself and read the entire document and start with the end. You must fully understand:

• The main goals (what did this document try to achieve?)
• The most important results and metrics (which numbers are actually important?)
• The core recommendations or next steps (for which action do you push?)

When reading, make short notes – similar to a highlight role. Concentrate on moments that connect directly to results, value or business effects. In marketing and sales, this usually means everything associated with lead generation, pipeline acceleration, sales growth, customer loyalty, brand lift or ROI improvements.

Imagine you pull out the “biggest hits” of the project. If it did not put it on and draw your attention, it is not one of your notes (or a summary).

2. Remember who your audience is.

Writing an executive summary without thinking about it The target group is like a campaign without knowing their buyer – they will miss the brand. Before I even start to draw, I always ask myself two questions:

• Who will read that exactly?
• What result do you hope?

When I summarize for a CMO, I know that you are interested in brand positioning, customer growth and sales. If it is a CFO, search for efficiency, margins and returns on investment (ROI). The audience forms everything: The language you use, the metrics you highlight, also how brave or carefully your recommendations should sound.

3 .. circle the structure.

A summary of the executive is not just a role of the biggest hits. It is also a card. The easiest way to create this card is to follow the structure of your complete document.

When I jump around the order or have taken out cherry pick ideas, the summary feels confusing. However, if I reflect the original river – even if I cut down details – it keeps everything logically and easy to follow.

Especially in marketing and sales, managers want a smooth way of problem → solution → expected effects. If the summary of the executive jumps around, assume that the actual plan is also the case (and this is a quick track too “no, thanks”).

So I think about the structuring:

• Start with the problem or the possibility (what happens on the market, with customers or internally?)
• Then go to your important solution or recommendation (what exactly do you suggest?)
• Support it with high-ranking evidence (think of large KPIs, customer knowledge, competitive advantages-not smaller statistics.)
• End with the next steps or calls for action (what do you ask you or approved?)

For example, if I summarize a campaign performance report, I would not jump directly to optimization ideas. I would first summarize the original goals of the campaign, then the results, then the proposed adjustments.

In this way, when someone reads the complete document later, it feels as if they were simply output details without discovering any brand new.

4. Summarize the goals of the document.

Before you deal with metrics, strategies or recommendations, you must be crystal clear in one thing: What was the goal of the document that you summarize? If you do not lead with the “why”, the managers do not have the right lens for everything else they share.

I always start my summaries from Executive by answering three questions quickly:

• What problem do we fix?
• What is the overall goal?
• What action or thinking do we hope?

This keeps the focus tight and indicates the tone for the rest of the summary. For example, if I summarize a marketing audit, my goal may sound like: “This report identifies important gaps in our inbound strategy and recommends targeted improvements to increase lead generation by 25% in the next two quarters.”

What if you need a hand? Tools like the Axios HQ Ai Summary Generator And HubSpot -Ki -summary instrument Can help accelerate things, especially if you need a first draft to refine (I will talk about using AI to write the summaries of executives soon).

5. Lift critical facts and information.

As soon as you have set your audience and your goal, it is time to get the critical facts out that impossible to ignore your case. Imagine you build a sales talk: you don’t list everything you can say. They only choose the strongest evidence that pushes their history forward.

Here are some examples of what I mean:

• Proposal for marketing campaigns. Instead of throwing off every statistics, they highlight KPIs that are important how “Last campaigns have led an increase of 22% in qualified leads and an increase in conversion rates by 15% within three months.”
• Sales activation strategy. Check out a customer pain point supported by data, how “60% of the lost business in the last quarter were due to delayed follow-up times, which achieved $ 1.2 million sales gap.”
• Budget request for a new CRM tool. Showcase Roi potential –“According to Forrester, teams (X CRM) recorded a 30% faster sales cycle and annual sales of 20% compared to non -users.”

Note that every fact is not only interesting – it is directly bound to the goal I want to achieve: to get the “yes”.

6. Present your solution or conclusion.

A summary without a clear end makes people hang. After lending the goal and the critical facts, you have to bring everything home with a strong resolution or a call to act.

When I conclude a summary of the managers, I keep zooming off and answered three things clearly and quickly:

• What is the most important snack?
• What measures should we take (or what measures were taken)?
• Why is that important right now?

Depending on what you summarize, your resolution may look a little different.

• Campaign report: Summarize the most important results and what you mean for future marketing initiatives. (e.g., “This campaign exceeded the pipeline goals by 18%, which shows the effectiveness of segmented ABM strategies.”)))
• Sales analysis: Remove the trend or opportunity and recommend the next steps. (e.g., “The speed of sales increased by 12%in regions where the lead reaction time was less than an hour. We recommend expanding the rapid response training companies.”)))
• Market research report: Present the most urgent insight and which leadership should do next. (e.g., “Survey results show an increase in demand for flexible price models by 40%. We recommend controling a new offer in the third quarter in the third quarter.”)))

7. Edit and read it.

Even the best first draft is still exactly that – a First Draft. And you should never send a first draft.

As soon as I finished writing, I never met Send immediately. I take which content expert Ann Handley Intelligently calls “the chaotic first design” and put it aside for a few hours. Ideally, a whole day when I can. When I come back with fresh eyes, I don’t just look for grammar errors. I ask:

• Is the message from the very first sentence crystal clear?
• Did I cut every ounce of fluff?
• Is the sound right for this audience? (Confident, not casual? Urgent, but not hectic?)
• Does every fact, number and recommendation support the goal?

If possible, I also ask someone like a teammate, a manager or even someone outside of marketing or sales to read it quickly. A fresh reader can see confusing formulations or gaps that I could be too close to see them.

Now that you know how to write a summary of the managers, I will go through what you should include.

What you have to include in your Executive summary

A summary of the executive should provide a preview for readers so that they know what to expect from the rest of their report.

In general, this means involving the following components.

• overview: Background and context for the document. Is there a mission behind what you do? Why does the company take on this project or goal? Here you share this story.
• Objective or purpose: This is the goal of the document. It tells the reader why this document exists at all.
• Key facts and data: Add all the data required to understand the content of the document or justify the argument. This can include statistics, sales figures, schedules, data sources, target markets, comprise, Competitors or financial figures.
• Results/recommendations: These are the most important snack bars or actions that you recommend. Summarize the main results or results shown in the document.
• Diploma: Your conclusion should be a short, unforgettable end of your main points.

The length and nuances of these elements differ depending on the document that they summarize. But you will be in good condition if you use it as a guide.

How long should an Executive summary be?

There is no hard and quick rule for the exact length of the summaries of managers, but they usually range between one or three sides. Do not get caught up in an arbitrary word or a page number if you measure if you are too long or short.

Ultimately, your Executive summary should include the reader and highlight the most critical points of your document and at the same time avoid a fluff. If so, they are golden.

5 tips for writing a summary of the executive

You have the basics – now we add a flash.

Here you can find out how you can bring your Executive summary to the next level. Let us assume that you write an executive summary for a marketing campaign proposal, a sales strategy update or an important performance report.

1. Tell your story.

When CMOS, Sales -VPS or finance manager read your Executive summary, you want you to understand quickly what you want to achieve and Why is it important. The best way to do this is to tell a story that connects the strategy with people and the results behind it.

In your Executive summary, you frame the story around:

• Who your audience or customers are;
• What challenge or opportunity you discovered;
• How your strategy or solution helps to solve you.

For example, if you try to simplify B2B transactions for customers and reduce your campaign to friction in the seller, this is the story that is to be emphasized. You can also briefly initiate the strengths of the leadership or teams, e.g. B. to determine whether your Salesenabilement Manager has developed a new training method that dramatically improved the Conversion rates.

Learn more about how you can use stories in your marketing. “The ultimate guide to storytelling. “”

2. Lean in your data.

You packed the reader with emotions – now back with evidence.

A summary of executive should contain a lot of data, since data is objective and often seal the decisions in marketing and sales environments.

Remove the most important results and findings. That could include:

• KPIS campaign (such as impressions, clicks, qualified leads, conversion rates)
• Sales results (such as new offers closed, sales generated, profit rates)
• Market trends (new buyer behavior, customer needs uncovered)

If relevant, you briefly explain how your strategy has addressed an important pain point or a gap in the market. If this strengthens your case, you contain high-ranking budget information, customer acquisition costs or ROI projection-regardless of your story.

The conclusion: If it proves the value or the future potential of your solution, it belongs in the summary.

3. Pay attention to your sound.

Your Executive summary must sound professional and convincing, but also the voice of your brand and the way of thinking of your reader. In marketing and sales, the tone can make up the difference between someone and someone who makes up.

Pull off a sound that conveys authority and credibility without sounding robots. Here are some tips that you should consider:

• Concentrate on presenting information objectively by using facts and evidence.
• Do not look for personal opinions or use subjective statements.
• Strive for clarity and simplicity in your language and make sure that your message is easy to understand.
• Avoid unnecessary complexity.
• Do not use exaggeration or excessive claims.
• Use strong verbs, active voice and concise language to make your points effectively.
• The aim is to resonate with the interests and concerns of the reader.

Drift Kings Media director for content marketing, Karla HesterbergIt was best to summarize it.

“Don’t try to get a desire. A good summary of managers reduces everything to simple, simple parts. A good exercise here is to explain something loud to speak to a colleague – people usually use a simpler language if they explain something personally,” she says.

By making the right balance between professionalism, clarity and energy, keep the reader involved and encourage you to take the next step.

4. Avoid mealing language.

As with any marketing or sales communication, it is best to stay away from clichés.

Clichés can feel lazy, and in the summaries of executives in which every word is important, you can water down the effects of your message.

Some clichés include:

• “Think beyond the box”
• “Innovative solutions”
• “Top technology”

Instead of relying on these over -claimed phrases, be specific. Describe exactly how your campaign, your product or sales strategy benefit your target group. If you claim to offer a “game chat”, you support it with evidence: How does the game change for your customer? What results can you expect?

If you stay loyal to your brand and avoid canned food, remain your letter and your audience.

5. Write it last.

Although a summary of the executive appears at the beginning of a report or plan, it is almost always smarter to write it.

First concentrate on the full marketing plan, the sales report or the campaign analysis. Only if you fully understand the strategies, knowledge and results can you distill them in a strong, precise summary.

I still follow this advice today – also when writing blog articles like this. I always write the core content and then go back and write the introduction as soon as I know the whole story.

If you last write your Executive summary, she ensures that the actual results and recommendations of the document, do not reflect the assumptions or assumptions that you made too early.

Errors that must be avoided when writing executive summary

Now that you know when a summary of managers is of crucial importance, let us talk about where things can go from the rails. I have seen (and has) my appropriate proportion of errors when writing executive summaries, and the truth is that some slip-ups cost their attention, trust or even the approval they strive for.

Here are the biggest mistakes you should pay attention to – and how you can stay away from you:

1. Write a summary that is too long.

If there is a mistake that I made at the beginning of my career, it thinks it thinks it thought “More details make it stronger.” No. The best summaries of Executive are short – usually not more than 10% of the total length of the report and ideally one or two pages max.

If you overwhelm readers with five or six pages of dense text, they lose exactly the people they want to get involved. I always ask myself “If Someone should only read this summary. Would he still understand the core idea and feel sure that they move forward? “

If the answer is not an immediate yes, I ruthlessly cut.

2. Be too vague or generic.

I saw Executive summaries that sounded polished but said absolutely nothing concrete. “Our campaign will drive synergies across industries and improve the alignment of stakeholders.” What does that mean?

In marketing and sales, managers want clear results: How many leads? How much pipeline? What is the expected ROI?

If they are too vague, the managers have to dig out into the full report to find the answers, and many will not take care of it. Be specific in terms of numbers, goals, schedules and results whenever you can. I always assume that it is invisible to the reader if it is invisible to me while writing.

3 .. forget to adapt it to the audience.

A big deal that I learned (sometimes on the hard tour) is that not every manager takes care of the same details. A CMO may want to know how a campaign strengthens brand positioning. A CFO wants to know how this affects profitability. If you write a uniform summary, you risk the fact that the decision -makers in the room are most important.

Before I write a word, I ask myself: Who will read that? What does success look like from your point of view? This little shift made a big difference to get faster yes and deeper commitment.

4. Bread the Lede.

I can’t count how often I have read summaries in which the head was hidden halfway on the second page. Big mistake. Put the most important information in the first place in Executive. This is called the “Reverse Pyramids” – lead with the conclusion not to the setup source.

Instead of loosening your point of view, connect it early: “This proposal will increase the qualified leads by 35% within six months by a targeted ABM strategy.” Then you explain how you can do it.

I think it’s like writing a great subject line for an e -mail – you have about five seconds to attract your attention.

5. With too much jargon.

Marketing and sales can be full of keywords – “synergies”, “paradigm shifts”, “interference strategies”. But when I use Jargon, it only woles the message. So avoid them as far as possible and use simpler words instead.

The easier and sharper you are, the stronger your Executive Summary Sounds. I try to imagine explaining it to a clever friend outside the industry – if I didn’t say it loudly, I don’t write it.

Executive Summary template

Download your free template for the summary of the Executive

In this free template for the summary of the Executive you can outline several information, including:

• Introduction: Explain what your Executive summary contains.
• Company and opportunities: Explain who you are and your greatest growth opportunities.
• Industry and market analysis: Explain the condition of your industry and your target market.
• Management and operations: Explain who your most important managers are and their roles.
• Implementation and marketing: Explain how you want to use your product on the marketplace.
• Financial plan: Explain the finances of your company. Change the outcome, depending on whether you write to investors or a general audience.
• Diploma: Take together what you have covered.

Ready? Download your free template for Executive Summary.

Let us check some examples.

Examples of Executive Summary

1. Drift Kings Media 2024 DI & B (Diversity Report)

Before I joined the team Drift Kings Medias of annual diversity report.

Similar to Allbird’s sustainability report, this document is part of an admirable effort to achieve the company’s progress to one of its greatest goals: Building a sustainable, fair and powerful company.

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In this six-page summary 2024 we share why diversity, equity and belonging (DI & B) are important to us, repeat why we create this report and highlight trends from last year.

We share important statistics and profits, but we also become open about where we still have to improve and what steps we take to achieve this.

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I also love how we define important terms to help readers understand the rest of the report. This is an excellent example to set the sound for the rest of your document in a summary of the executive and make navigation easier.

Here is an extract of our Executive summary:

“Think about 2023:

• We have retained the gender parity at director and manager level.
• We have received the growth of the BIPOC representation in our entire US workforce.
• Some progress in improving the BIPOC representative was made at directory level. However, further efforts are required to ensure that our managers and the VP population reflect our commitment to the inclusion of underrepresented groups. This includes promoting a robust internal talent pipeline and the support of a fair professional development processes, in particular at the management level.
• Progress in the achievement of the gender amount in sales and engineering has been made, but we realize that we do not progress as quickly as we want, and our focus here will continue until 2024.

This report also contains itself reported categories from our self -determination survey. This voluntary survey helps us to have a deeper understanding of the full identities that dye the perspectives, work styles and experiences of hub spotters. This year, 38% of the lifting spotters decided to identify themselves. A few highlights:

• 48.2% identify as the first generation of the first generation
• 35.3% identify as parents
• 14.7% identify as members of the LGTBQ+ community
• 11.8% identify as a disability. “

2. Clickup: Prodda -update -version notes

Now I know that this article works Write A summary of the executive, but I love Clickup’s unique approach with its product supply notes.

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In this 3.54 updateYou deliver your executive summary in a video under two minutes. A member of his team speaks directly to the viewer and explains the created product tactualizations and at the same time demonstrates the changes directly in the tool.

In dealing with the video, however, brief information that introduces and explain the two most important updates together with insights into how Clickup users can use. This is great for those who do not want to deal with the video (or not).

Here are the notes:

“Click on Release -notes 3.54

Hey, community!

The clickup dates this week will bring you new ones Connected search for microsoft teams, striking link preview, link, And even more!

Connected search, now according to Microsoft teams: Would you like to find a context that is buried in an old conversation? Now you can search for Microsoft team talks directly from Clickups Connected Search.

Context at a glance with a striking link preview: From Spotify songs and Miro -Boards to LinkedIn contributions and Reddit -Threads, links that are inserted into Clickup are displayed as a rich preview, attract attention and add context without leaving their work area.

Take a look at these functions and more in Version notes 3.54! 🚀 “

It is snappy and committed and gives you a taste of what you find in detail in the longer grades.

3 .. McKinsey: A microscope for small companies: Capture possibilities for increasing productivity (research report)

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This digital report by the research company McKinsey Global Institute Shows a summary with the title “At a glance”.

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Here the organization etches the most important results from its 56-page research report in six simple culesages.

It is convincing to digest easily and just makes it easy to jump into the full report with download links.

Here is an extract of the summary:

“At a glance

• Micro, small and medium-sized companies (MSmes) form the backbone of the economies. In the 16 countries we examined, MSMES make up two thirds of business employment in advanced economics and almost four fifths in emerging countries and half of all value creation. They also make dynamics and will play an important role in maintaining competitiveness in a time of shift in global production.
• The increase in MSME productivity compared to large companies could achieve considerable value. The productivity of the small businesses is only half of the large companies and less in emerging countries. Lifting MSMES on the top gravel in relation to large companies corresponds to 5 percent of GDP in advanced economies and 10 percent in emerging countries. “

4. UN: global economic situation and prospects 2024

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After all, we have a fairly traditional approach to a summary of managers The United Nations (UN)Dive on 16 pages.

Now I know. Sixteen pages seem lengthy, but the full report only has 200 pages.

The summary of the executive shows the most important findings of the report with clear heads. It then expands these header with relevant statistics. It also uses brave font to draw attention to the affected countries or regions, which is probably the main interest of the reader.

The tone and the visual design are both formal, which coincides with the prestige of the United Nations. Overall, this summary makes an admirable task to make the information from the report accessible.

Here is an extract of this executive summary:

“A fragile resilience masks that are based on risks and weak points

The global economy turned out to be more resistant than expected in 2023, since significant monetary monetary intensification worldwide and persistent political uncertainties were mentioned worldwide, even if several shocks from conflicts and climate change were triggered on life and a living of millions, which further endangered the progress in the direction of sustainable development. Several large developed economies showed a remarkable resilience, with robust labor markets supporting consumer expenses despite sharing money. At the same time, inflation gradually took back in most regions on the back of the lower energy and food prices, so that the central banks can slow down or pause interest rate increases.

However, this veneer of resilience masked both short -term risks and structural weaknesses. The underlying price pressure is still increased in many countries. Another escalation of conflicts in the Middle East carries the risk of disturbing the energy markets and renewing global inflation pressure. Since the global economy depends on the delayed effect of sharper interest increases, the main banks of the industrialized countries have their intention to keep interest rates higher for longer. The prospects for a long time with higher credit costs and stricter credit conditions offer strong headwind for a global economy that requires a high level of debt, but also increased investments, not only to revive growth, but also to combat climate change and to accelerate progress towards the goals for sustainable development (SDGS). “

Should you use AI to generate summaries from managers?

I am honest: I used to be skeptical of using AI for summaries of managers (or in general writing).

The summary of something important always felt like a deeply human task to read between the lines, record the nuances and to make the story exactly correctly. And in a marketing and sales environment in which messaging is everything, the operations feel even higher.

However, the reality is that AI has put a long way. Nowadays, if they are used thoughtfully, AI tools can accelerate the summary process considerably without affecting quality. The key is not to treat AI like her writing assistant, not her last editor.

Tools like Drift Kings Medias Ki -Enterfeiter Can help you outline the rough form of your summary, to highlight important facts and even to suggest a more sophisticated structure. Instead of staring on an empty side, you get a strong starting point, and this can be an important time storage if you juggle several marketing campaigns, sales updates or management reports.

But it is still your job to sharpen the tone, to make strategic decisions about what is most important and adapt the summary to your specific audience.

So yes, use AI – but use them carefully. Like: How:

Tips for using AI for writing executive summary

• Feed cleanly, organized inputs. KI models are just as good as the information you give you. Before asking a KI tool for summarizing, make sure that your document is clearly structured and focused. Otherwise you will receive a chaotic, vague summary that you have to write from scratch.
• Tell the AI exactly what you want. If you use generative AI tools, you are specific. Instead of saying that “summarizing this”, they say: “Take this together for a CMO and focus on campaign results and the next steps.” The more context you offer, the closer the first draft is something you can work with.
• Do not accept the first edition to the nominal value. AI can create strong designs, but they usually need a human touch to meet their branded voice, to draw emotional elements and to tighten the message. I check, check and check and formulate the output of the AI before I finally refer to them.
• Use AI to save time and not to make any final decisions. Imagine AI as an assistant that helps you move faster, not the strategist that knows which details are most important. You still have to decide which results, facts and calls for action should lead the story.
• Double test facts and numbers. Always check whether the AI has not accidentally distorted its numbers, especially if you summarize marketing data, campaign metrics or sales results. Even small mistakes can cost their credibility in managers.

If you use AI, you can create clear, stronger summaries of managers without all the headaches. If you want to try it out, take a look Drift Kings Media’s Ki Content Writer Tool.

Make your Executive Summary unforgettable.

Make sure that your Executive summary is strong. Tell your story. Enter convincing data and facts. Use an easily understandable and digestible language. And if you can, you will become visual.

A summary of the executive should be precise and unforgettable. After all, this can be the only part of your proposal, report or analysis that is actually read.

Use the above instructions to ensure that your summary of your executive swings with your audience and the door to the possibilities you long to open the door.

Note from the publisher: This post was originally published in December 2018 and updated for completeness.