Project Executive Summary Checklist

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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 ...

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only.

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