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How do you start an executive summary

Here’s a concrete framework to start writing your executive summary immediately, plus fill-in-the-blank templates you can use today.

The "BLUF" Rule (Start Here)

Executive summaries are not introductions—they are distillations. Use BLUF: Bottom Line Up Front.

Your first 1-2 sentences must answer: "If the reader stops reading after 30 seconds, what decision do they need to make?"


The 4-Step Opening Sequence

Step 1: Identify the "So What?" (2 minutes)

Before typing, finish this sentence aloud:
"The single most important thing for [Decision Maker] to know is that we need to [Action/Outcome] because [Reason]."

Example: "The single most important thing for the CEO to know is that we need to approve the $1M software migration because it prevents a compliance failure in Q3."

Step 2: Choose Your Opening Archetype

Pick the structure that matches your document:

Document TypeOpening FormulaTemplate
Recommendation/ProposalProblem → Solution → Payoff"To address [specific problem], we recommend [solution], which will deliver [quantified benefit] within [timeframe]."
Status UpdateCurrent State → Risk/Opportunity"Project X is [X% complete], but faces [specific risk] that requires [decision/resource] by [date]."
Business CaseOpportunity → Investment → Return"[Market condition] presents a [timeframe] window to capture [metric] by investing [amount], generating [ROI]."
Post-Mortem/CrisisIncident → Impact → Prevention"On [date], [event] caused [measurable impact]. We require [action] to prevent recurrence and [benefit]."

Step 3: Write the "Power Lead"

Never start with "This document summarizes..." or "The purpose of this report is..."

Instead, lead with the consequence:

Weak: "This executive summary provides an overview of our marketing strategy for the next quarter."
Strong: "We need to shift 40% of our Q3 budget to TikTok advertising by Friday, or we will miss the Gen Z launch window and forfeit $1.2M in projected revenue."

Step 4: Add the "Context Anchor"

Immediately follow your lead with 1 sentence establishing scope:

"This recommendation is based on analysis of [data source], [stakeholder input], and [benchmark/competitor study]."


Fill-in-the-Blank Starter Templates

For Approvals:
"We are requesting [resource/budget] to [action], which solves [problem] and achieves [goal] by [date]. Without approval by [deadline], [consequence]."

For Updates:
"We have achieved [milestone], but [obstacle] threatens [goal]. Immediate resolution of [specific need] is required to maintain [timeline/budget]."

For Investment:
"The [initiative] opportunity offers [quantified benefit] over [timeframe] for an initial investment of [cost]. Competitors [are doing X/is threat], making [date] the inflection point for action."


Quick Quality Check

Before moving to paragraph 2, verify your opening sentence passes this test:

  • Does it contain a number (date, dollar amount, percentage, or quantity)?
  • Does it imply or state a decision (approve, reject, delay, accelerate)?
  • Can a busy person understand the stakes without reading further?

Common Opening Killers to Avoid

  • "Background" dumps: No history lessons in the first paragraph.
  • Vague urgency: Replace "soon" with "by 5 PM Thursday" or "within 72 hours."
  • Passive voice: "It is recommended that..." → "We recommend..."

What type of document are you writing the executive summary for (business case, project status, research report, or something else)? And who is the decision-maker (CEO, board, client, or manager)?

If you share those details, I can give you a customized opening paragraph you can use immediately.