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Table of Contents

  1. Create a Summary – Step-by-Step Guide
  2. Summary Templates & Examples
  3. Financial Summary Template
  4. Business Summary Template
  5. Construction Project Executive Summary Template
  6. Product Launch Executive Summary Template
  7. Marketing Plan Executive Summary Template
  8. FAQs

How to Make/Create a Summary [Templates + Examples] 2023

A summary is a section of certain documents that provides a bird’s eye view of the topic or information at hand. It’s an introductory section that hooks the interest of the readers and sets expectations.

Create a Summary – Step-by-Step Guide

Writing a summary has its challenges, but it’s mostly very manageable as long as you completely understand the topic of your proposal, project plan, business plan, report, or whatever document you’re presenting. It’s even easier by following this basic guide in creating a summary.

Step 1: Check Out the Best Summary Templates (Option 1)

The site offers plenty of Summary Templates that follow the standard format. You’ll find summary report templates, executive summary templates, article summary templates, summary sheet templates, and more.

Step 2: Search for Summary Templates (Option 2)

You can also find more specific summary templates using the search bar. Type “summary” or “summary templates” in the search bar to discover more templates. The results page will present you with more template options in no time.

Step 3: Choose a Summary Template

Simply select the preview image of the summary template you want to access its product page. It’s the page that gives you a better view of the summary template and lets you secure a copy of it.

Step 4: Select a File Format Option

The file formats you can choose from to download the site’s summary templates are Microsoft Word and Google Docs. Select either of them depending on which program you’ll use to customize your summary template.

Step 5: Download the Summary Template

After setting up either MS Word or Google Docs, proceed to click the Download button to finally secure a copy of your selected summary template. It’ll be inside a ZIP file which you can access instantly. Open the downloaded summary template to start editing it.

Step 6: Create a Title for Your Summary

Create a simple title for your summary to give it more authority and value. Make sure that the tile is straight to the point and emphasizes what it’s all about.

Step 7: Write Your Company Name and Contact Details

Include your company name and contact details in the summary document to improve its credibility. Write it below the title of the summary. You can also insert your brand logo or company logo.

Step 8: Share the Company Overview, Objective, and Background

Write your company overview, objective, and background concisely in the document. These three sections of the document allow readers to acquaint themselves with your organization’s identity. One to three sentences for each of them will do.

Step 9: Discuss Briefly the Methods and Implementations

The Methods and Implementations sections are where you’ll briefly discuss how your organization will achieve its goals. These sections are particularly important in project proposal summaries and business plan summaries.

Step 10: Share Your Projected Results

In one or two sentences, share your team’s projected results in your proposed campaign or project. This gives readers an assurance that your proposal will lead up to something profitable eventually.

Step 11: Save and Print Your Summary

Take the time to proofread your summary after writing down everything. Once that’s done, save your summary and integrate it into your proposal, report, or planner if needed. You can also print it by clicking the Print option (or entering Ctlr+P).

Summary Templates & Examples

Viewing these summary templates and examples can give you a broader idea of how summaries are written. And also, they’re excellent summary writing references.

Financial Summary Template

The Financial Summary Template is one of the most fitting ready-made documents for writing summaries about a company’s financial status. It’s easy to edit and instantly printable.

financial summary template

Business Summary Template

Business owners can easily summarize what their business is all about with the Business Summary Template. It already has a well-structured format that users can simply follow.

business summary template

Construction Project Executive Summary Template

Construction project proposals tend to be long and intricate. Because of that, it’s required that they have a summary at the beginning like the Construction Project Executive Summary Template.

construction project executive summary template

Product Launch Executive Summary Template

The Product Launch Executive Summary Template is the perfect complement for product launch proposals. Designers of new and innovative products should use a template like this to ensure they earn the green light to launch their works.

product launch executive summary template

Marketing Plan Executive Summary Template

The Marketing Plan Executive Summary Template is specifically for marketing teams proposing new strategies to promote their brand. It completes the convincing power of marketing plans and marketing proposals.

marketing plan executive summary template

FAQs

Can a summary be just one paragraph?

Yes, a summary can have just one paragraph as long as it provides a clear overview of the topic.

How many words does a summary have?

Most summaries have around 200-400 words.

What should be in a summary?

A summary must include the key points of a topic.

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