How to Draft
The Mission Vision
Strategy & Objectives
Action Plans with
Executive summary (or your six PowerPoint slides)
My mentors said, "Writing an executive summary is art, not science".
You have to get the essence of the strategy down to one page, with no
how clever, sophisticated and brilliant the idea is, if you can't explain
its core in a few sentences, then most decision makers will not want
to wade into the detail. I've been the boss many times, and I want to
of the idea and engagement. You write it last, but it is the first
page they see.
- Your recommendation why now (you want them spend the
money and to tell you to do it)
- A brief paragraph of the objective and how it fits into the "big
picture", from the vision, mission and situation analysis.
- Advantages to the firm
- Risks to the firm and likely market responses
- The financial benefits to the costs
- Resources you need and timing issues
Less is more, active voice, concise, and don't use
jargon or acronyms to save space.
An experienced decision maker in your firm should be able to understand
the essence of you strategy in ten seconds.