Executive Summary Planning Worksheet - Shipley Limited · Web viewExecutive Summary Planning Worksheet Description Use this tool to organize and mock up an executive summary with

EXECUTIVE SUMMARY ORGANIZER

Executive Summary OrganizerBox 1: Summary – Create a Strategic Opening

Theme

Develop a high-level strategic theme that encompasses the customer's strategic direction, this specific opportunity, and your overall strategy for addressing these needs.

Theme

Vision

Recognize the customer's vision, challenges, and objectives. Describe the customer's vision of the ideal outcome of this project or purchase.

Vision

Link

Explain how this purchase is linked to the customer's vision. Show the customer that you understand the overall purpose and motivation behind procurement of the goods or services.

Link

Box 2: Introduction – The Hot Button List

Preview

Establish and prioritize the customer's needs. Make the customer's ownership of these needs explicit.

Preview

Hot Buttons

Hot buttons are an amalgam of issues, needs, requirements, and evaluation criteria. List hot buttons in order of importance unless you are mirroring the order stated by the customer.

Hot button 1

Hot button 2

Hot button 3

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Hot button 4

Hot button 5

Hot button 6

Box 3: Body – Provide Details About Each Hot Button

Hot Button 1: Hot button 1Hot button 1

Benefit

Features associated with the solution may result in benefits. To become a benefit, the feature must be linked to a customer need and be wanted by the customer. Benefits answer the question "So what?"

Hot Button 1 – Benefit

Solution

Describe the feature or aspect of your solution that creates the benefit addressing this hot button. Features answer the question "How so?"

Hot Button 1 – Solution

Proof

Substantiate your claim of benefits. Use information such as past performance, past experience, third-party testimonials, success stories, and citations from authorities.

Hot Button 1 – Proof

Visual




Benefit


Solution


Proof


Visual


Benefit


Solution




Proof


Visual


Benefit


Solution


Proof




Visual


Benefit


Solution


Proof


Visual




Benefit


Solution


Proof


Visual

Box 4: Review – Summary and Next Steps

Summary

Summarize costs if permitted by the RFP. State why the customer should select you. Summarize the unique contribution your solution makes toward the customer's success.

Summary



Next Steps

Conclude by clearly stating the next step the customer should take. If you think the customer might initiate a contract, suggest it. More likely, customers will be reading your proposal, so preview its organization.

Next Step 1

Next Step 2

Next Step 3

Next Step 4

Next Step 5

Next Step 6


Use these pages to mock up the executive summary.

To fill content from worksheet sections above, Select All (Ctrl + A on Windows, Cmd + A on Mac) and push F9.

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SummarySummary

VisionVision

LinkLink

PreviewPreview













Callouts

Hot button 1Hot button 1

Hot Button 1 – SolutionHot Button 1 – Solution

Hot Button 1 – BenefitHot Button 1 – Benefit

Hot Button 1 – ProofHot Button 1 – Proof

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Costs

Discuss and

Summarize Graphically

Next Step 1Next Step 1










Documents

Executive Summary Planning Worksheet - Shipley Limited · Web viewExecutive Summary Planning Worksheet Description Use this tool to organize and mock up an executive summary with