how to write a summary for a report example

How to Write an Executive Summary for a Report: Step By Step Guide with Examples

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So you have finally written a great comprehensive business report that took you weeks to create. You have included all the data from the different departments, compared it, done the analysis, made forecasts, and provided solutions to specific problems.

There is just one problem – the key stakeholders in the company don’t have enough time to go through the whole report.

Since the data and the KPIs that you included in the report are necessary for quality decision-making, you can see why this can become a huge issue.

Luckily, there is a way to present all of your key findings and not take too much of their time. This is done through executive summaries.

An executive summary is exactly what the name suggests – a summary. It is essentially a quick overview of all the most important metrics in the report. The purpose of this summary is to bring the attention of the highest-ranking members in the company to the most important KPIs that they will consider when making decisions.

While an executive summary is a rather short section, it doesn’t mean that it’s easy to write. You will have to pay extra attention to every single sentence in order to avoid unnecessary information.

Do you want to learn how to create an informative executive summary? This guide will show you all you need to know.

What Is an Executive Report?

What is an executive summary in a report, how long should an executive summary be, who is the audience of an executive summary, what should be included in an executive summary report, how to write an executive summary report, common mistakes to avoid when writing executive summaries, executive report examples, executive summary templates, create executive reports in databox.

Executive reports are used for keeping senior managers updated on the latest and most significant activities in the company. These reports have to be concise and accurate since they will have a huge impact on the most important business-related decisions.

Working for any sort of company requires writing different types of reports such as financial reports , marketing reports , sales reports , internal reports, and more.

What all of these reports have in common is that they are very comprehensive and typically require a lot of time to go through them –way too much time, if you ask busy managers.

They include a wealthy amount of data and a bunch of different metrics which are more useful for a particular team in the company. However, the highest-ranking members tend to be more focused on only the most essential KPIs that they need for making future decisions and strategies.

This is why executive reports come in handy. They are usually only a few pages long and they include only the most relevant details and data that incurred in a specific period.

An executive summary is the brief overview section included in a long report or document. This part of the report primarily focuses on the key topics and most important data within it. It can include an overall business goal of the company or short-term strategic objectives.

This summary is primarily useful for C-level managers who don’t have time to read the whole report but want to have an insight into the main KPIs and latest business performances.

Bank officials also may use executive summaries since it’s the quickest way for them to estimate whether your company represents a good investment opportunity.

Depending on your company’s practice, executive summaries can either be placed at the beginning of the report or as a formal section in the table of contents. 

The length of the summary depends on the type of report, but it is typically one or two pages long.

To know whether you have written a good executive summary, you can ask yourself, “Are the stakeholders going to have all the information they need to make decisions?”

If the answer is yes, you have done a good job.

There is no strict rule about how long executive summaries should be. Each company is unique which means the length will always vary. In most cases, it will depend on the size of the report/business plan.

However, a universal consensus is that it should be anywhere from one to four pages long or five to ten percent of the length of the report.

This is typically more than enough space to summarize the story behind the data and provide your stakeholders with the most important KPIs for future decision-making.

The people most interested in reading the executive summary are typically the ones who don’t have time to read the whole report and want a quick overview of the most important data and information.

These include:

• Project stakeholders – The individuals or organizations that are actively involved in a project with your company.
• Management personnel (decision-makers) – The highest-ranking employees in your company (manager, partner, general partner, etc.)
• Investors – As we said, this could be bank officials who want a quick recap of your company’s performance so they can make an easier investment decision.
• Venture capitalists – Investors who provide capital in exchange for equity stakes.
• C-level executives – The chief executives in your business.

Related : Reporting Strategy for Multiple Audiences: 6 Tips for Getting Started

The components of your executive summary depend on what is included in the overall larger document. Executive summary elements may also vary depending on the type of document (business plan, project, report, etc.), but there are several components that are considered universal.

These are the main elements you should include:

• Methods of analyzing the problem
• Solutions to the problem
• The ‘Why Now’ segment

Well-defined conclusion

The purpose of the summary should typically be included in the introduction as an opening statement. Explain what you aim to achieve with the document and communicate the value of your desired objective.

This part is supposed to grab your reader’s attention, so make sure they pay extra attention when writing it.

Problems are an unavoidable element in modern-day businesses, even in the most successful companies.

The second thing your executive summary needs to outline is what specific problem you are dealing with. It could be anything from product plans and customer feedback to sales revenue and marketing strategies.

Define the problems clearly so all the members know which areas need fixing.

3. Methods of analyzing the problem

Problem analysis methods are key for identifying the causes of the issue.

While figuring out the problems and the methods to solve them is immensely important, you shouldn’t overlook the things that caused them. This will help you from avoiding similar issues in the future.

4. Solutions to the problem

Now that you’ve introduced the stakeholders to the problems, it’s time to move on to your solutions. Think of a few different ways that could solve the issue and include as many details as you can.

5. The ‘Why Now’ segment

This is one of the most important parts of your executive summary.

The ‘Why Now’ segment showcases why the problem needs to be solved in a timely manner. You don’t want the readers to get the impression that there is plenty of time to fix the issue.

By displaying urgency in your summary, your report will have a much bigger impact.

One of the ways to display urgency visually is by adding performance benchmarks to your report. In case your business is not performing well as other companies within your industry, only one image showcasing which metrics are below the median could make a compelling case for the reader.

For example, if you have discovered that your churn rate is much higher than for an average SaaS company, this may be a good indication that you have issues with poor customer service, poor marketing, pricing issues, potentially outdated product features, etc.

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Lastly, you should end your executive summary with a well-defined conclusion.

Make sure to include a recap of the problems, solutions, and the overall most important KPIs from the document.

Okay, so you understand the basics of executive summaries and why they are so important. However, you still aren’t sure how to write one.

Don’t worry.

Here are some of the best practices you can use to create amazing executive summaries that will impress your key stakeholders and high-ranking members.

Write it Last

Grab their attention, use appropriate language, talk strategy, include forecasts, highlight funding needs, make it short.

The most natural way to write your executive summary is by writing it at the end of your report/business plan.

This is because you will already have gone through all the most important information and data that should later be included.

A good suggestion is to take notes of all the significant KPIs that you think should be incorporated in the summary, it will make it easier for you to later categorize the data and you will have a clearer overview of the key parts of the report.

You may think that you already know which data you are going to include, but once you wrap up your report, you will probably run into certain things that you forgot to implement. It’s much easier to create an executive summary with all the data segmented in one place, than to rewrite it later.

While your primary goal when creating the executive summary is to make it informative, you also have to grab the attention of your readers so that you can motivate them to read the rest of the document.

Once they finish reading the last few sentences of the summary, the audience should be looking forward to checking out the remanding parts to get the full story.

If you are having trouble with finding ways to capture the reader’s attention, you can ask some of your colleagues from the sales department to lend a hand. After all, that’s their specialty.

One more important element is the type of language you use in the summary. Keep in mind who will be reading the summary, your language should be adjusted to a group of executives.

Make the summary understandable and avoid using complicated terms that may cause confusion, your goal is to feed the stakeholders with important information that will affect their decision-making.

This doesn’t only refer to the words that you use, the way in which you provide explanation should also be taken into consideration. People reading the report should be able to easily and quickly understand the main pain points that you highlighted.

You should have a specific part in your executive summary where you will focus on future strategies. This part should include information regarding your project, target market, program, and the problems that you think should be solved as soon as possible.

Also, you should provide some useful insights into the overall industry or field that your business operates in. Showcase some of the competitive advantages of your company and specific marketing insights that you think the readers would find interesting.

Related : What Is Strategic Reporting? 4 Report Examples to Get Inspiration From

Make one of the sections revolve around financial and sales forecasts for the next 1-3 years. Provide details of your breakeven points, such as where the expenses/revenues are equal and when you expect certain profits from your strategies.

This practice is mainly useful for business plans, but the same principle can be applied to reports. You can include predictions on how your overall objectives and goals will bring profit to the company.

Related : How Lone Fir Creative Uses Databox to Forecast, Set, & Achieve Agency & Client Goals

Don’t forget to talk about the funding needs for your projects since there is a high chance that investors will find their way to the executive summary as well.

You can even use a quotation from an influential figure that supports your upcoming projects. Include the costs that will incur but also provide profitability predictions that will persuade the investors to fund your projects.

While your report should include all of the most important metrics and data, aim for maximum conciseness.

Don’t include any information that may be abundant and try to keep the executive summary as short as possible. Creating a summary that takes up dozens of pages will lose its original purpose.

With a concise summary and clear communication of your messages, your readers will have an easy time understanding your thoughts and then take them into consideration.

Also, one last tip is to use a positive tone throughout the summary. You want your report to exude confidence and reassure the readers.

PRO TIP: How Well Are Your Marketing KPIs Performing?

Like most marketers and marketing managers, you want to know how well your efforts are translating into results each month. How much traffic and new contact conversions do you get? How many new contacts do you get from organic sessions? How are your email campaigns performing? How well are your landing pages converting? You might have to scramble to put all of this together in a single report, but now you can have it all at your fingertips in a single Databox dashboard.

Our Marketing Overview Dashboard includes data from Google Analytics 4 and HubSpot Marketing with key performance metrics like:

• Sessions . The number of sessions can tell you how many times people are returning to your website. Obviously, the higher the better.
• New Contacts from Sessions . How well is your campaign driving new contacts and customers?
• Marketing Performance KPIs . Tracking the number of MQLs, SQLs, New Contacts and similar will help you identify how your marketing efforts contribute to sales.
• Email Performance . Measure the success of your email campaigns from HubSpot. Keep an eye on your most important email marketing metrics such as number of sent emails, number of opened emails, open rate, email click-through rate, and more.
• Blog Posts and Landing Pages . How many people have viewed your blog recently? How well are your landing pages performing?

Now you can benefit from the experience of our Google Analytics and HubSpot Marketing experts, who have put together a plug-and-play Databox template that contains all the essential metrics for monitoring your leads. It’s simple to implement and start using as a standalone dashboard or in marketing reports, and best of all, it’s free!

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Step 1: Get the template 

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Step 3: Watch your dashboard populate in seconds.

No one expects you to become an expert executive summary writer overnight. Learning how to create great and meaningful summaries will inevitably take some time.

With the above-mentioned best practices in mind, you should also pay attention to avoiding certain mistakes that could reduce the value of your summaries.

Here are some examples.

Don’t use jargon

Avoid going into details, the summary should be able to stand alone, don’t forget to proofread.

From project stakeholders to C-level executives, everyone should be able to easily understand and read the information you gather in your summary.

Keep in mind, you are probably much more familiar with some of the technical terms that your departments use since you are closer to the daily work and individual tasks than your stakeholders.

Read your summary once again after you finish it to make sure there are no jargons you forgot to elaborate on.

Remember, your summary should be as short as possible, but still include all the key metrics and KPIs. There is no reason to go into details of specific projects, due dates, department performances, etc.

When creating the summary, ask yourself twice whether the information you included truly needs to be there.

Of course, there are certain details that bring value to the summary, but learn how to categorize the useful ones from the unnecessary ones.

While you will know your way around the project, that doesn’t apply to the readers.

After wrapping up the summary, go over it once again to see whether it can stand on its own. This means checking out if there is any sort of context that the readers will need in order to understand the summary.

If the answer is yes, you will have to redo the parts that can’t be understood by first-time readers.

Your executive summary is prone to changes, so making a typo isn’t the end of the world, you can always go back and fix it.

However, it’s not a bad idea to ask one of your colleagues to proofread it as well, just so you have an additional set of eyes.

Using reporting tools such as dashboards for executive reports can provide you with a birds-eye view of your company’s most important KPIs and data.

These dashboards work as visualization tools that will make all the important metrics much more understandable to your internal stakeholders.

Since executive reports on their own don’t include any visual elements such as graphs or charts, these dashboards basically grant them superpowers.

Executive reporting dashboards also make the decision-making process easier since there won’t be any misunderstandings regarding the meaning of the data.

Not only will you be able to gather the data in real-time, but you can also connect different sources onto the dashboard can use the visuals for performance comparisons.

Interested in giving executive report dashboards a try? Let’s check out some of the best examples.

Marketing Performance Dashboard

Customer support performance dashboard, financial overview dashboard, saas management dashboard, sales kpi dashboard.

To stay on top of your key user acquisition metrics, such as visit to leads conversion rates, email traffic, blog traffic, and more, you can use this Marketing Performance Dashboard .

You can pull in data from advanced tools such as HubSpot Marketing and Google Analytics to get a full overview of how your website generates leads.

Some of the things you will learn through this dashboard are:

• Which traffic sources are generating the most amount of leads
• How to track which number of users are new to your website
• How to compare the traffic you are getting from your email with blog traffic
• How to stay on top of lead generation goals each month
• How to be sure that your marketing activities are paying off

The key metrics included are bounce rate, new users, page/session, pageview, and average session duration.

You can use the Customer Support Performance Dashboard to track the overall performance of your customer service and check out how efficient individual agents are.

This simple and customizable dashboard will help you stay in touch with new conversation numbers, open/closed conversations by teammates, number of leads, and much more.

Also, you will get the answers to questions such as:

• How many new conversations did my customer support agents deal with yesterday/last week/last month?
• How many conversations are currently in progress?
• In which way are customer conversations tagged on Intercom?
• How to track the number of leads that the support team is generating?
• What is the best way to measure the performance of my customer support team?

Some of the key metrics are leads, open conversations, new conversations, tags by tag name, closed conversations, and more.

Want to know how much income your business generated last month? How to measure the financial health of your business? How about figuring out the best way to track credit card purchases?

You can track all of these things and more by using the Financial Overview Dashboard .

This free customizable dashboard will help you gain an insight into all of your business’s financial operations, cash flow, bank accounts, sales, expenses, and plenty more.

Understanding your company from a financial standpoint is one of the most important ingredients of good decision-making.

With key metrics such as gross profit, net income, open invoices, total expenses, and dozens more – all gathered in one financial reporting software , you will have no problems staying on top of your financial activities.

Use this SaaS Management Dashboard to have a clear overview of your business’s KPIs in real-time. This customizable dashboard will help you stay competitive in the SaaS industry by providing you with comprehensive data that can you can visualize, making it more understandable.

You will be able to:

• See how your company is growing on an annual basis
• Have a detailed outline of your weakest and strongest months
• Determine which strategies are most efficient in driving revenue

The key metrics included in this dashboard are recurring revenue, churn by type, MRR changes, and customer changes.

Do you want to monitor your sales team’s output and outcomes? Interested in tracking average deal sizes, number of won deals, new deals created, and more?

This Sales KPI Dashboard can help you do just that.

It serves as a perfect tool for sales managers that are looking for the best way to create detailed overviews of their performances. It also helps achieve sales manager goals for the pre-set time periods.

By connecting your HubSpot account to this customizable dashboard, you can learn:

• What’s the average deal size
• The number of open, closed, and lost deals each month
• How much revenue you can expect from the new deals
• How your business is progressing towards the overall sales goals

Although you probably understand what your executive summary should include by now, you may still need a bit of help with creating a clear outline to follow.

We thought about that too. Here are some template examples that will help you create executive summaries for different kinds of business needs.

Here is an executive summary template for a business plan:

• [Company profile (with relevant history)]
• [Company contact details]
• [Description of products and/or services]
• [Unique proposition]
• [Competitive advantage]
• [Intellectual property]
• [Development status]
• [Market opportunity]
• [Target market]
• [Competitors]
• [Funding needs]
• [Potential price of goods]
• [Projected profit margins for year one and two]
• [Summarize main points]

Executive summary template for marketing plan:

• [Product description]
• [Unique customer characteristics]
• [Customer spending habits]
• [Relationship to product]
• [Access channels]
• [Value and credibility of product]
• [Product competitive advantage]
• [Creative outlook]
• [Goal statement]
• [Forecasted cost]
• [Next week]
• [Next month]

Executive summary template for a research report

• [Project topic]
• [Name | Date]
• [Report introduction]
• [Background]
• [Research methods]
• [Conclusions]
• [Recommendations]

Executive summary template for project executive

• [Project name]
• [Program name]
• [Project lead]
• [Prepared by]
• [Project milestones]
• [Status overviews]
• [New requests]
• [Issues summary]
• [Project notes]

For the longest time, writing executive reports has been seen as a grueling and time-consuming process that will require many sleepless nights to get the job done right.

While there is plenty of truth to this, modern automated reporting software has revolutionized these writing nightmares.

Databox is one of those tools.

With Databox, you will be able to connect data from multiple sources into one comprehensive dashboard. Also, you are going to gain access to different types of charts and graphs that you can use for data visualization and make the report much more understandable to the readers.

Using a modernized tool like Databox will provide you with a faster, more accurate, and more efficient reporting process.

This advanced software allows you easily create your own customizable reports that can be adjusted in real-time as soon as new data emerges.

Who says executive reporting has to be a tedious process? Sign up for our free trial and see how easy creating executive reports can be. 

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• How to write an executive summary, with ...

How to write an executive summary, with examples

The best way to do that is with an executive summary. If you’ve never written an executive summary, this article has all you need to know to plan, write, and share them with your team.

What is an executive summary?

An executive summary is an overview of a document. The length and scope of your executive summary will differ depending on the document it’s summarizing, but in general an executive summary can be anywhere from one to two pages long. In the document, you’ll want to share all of the information your readers and important stakeholders need to know.

Imagine it this way: if your high-level stakeholders were to only read your executive summary, would they have all of the information they need to succeed? If so, your summary has done its job.

You’ll often find executive summaries of:

Business cases

Project proposals

Research documents

Environmental studies

Market surveys

In general, there are four parts to any executive summary:

Start with the problem or need the document is solving.

Outline the recommended solution.

Explain the solution’s value.

Wrap up with a conclusion about the importance of the work.

What is an executive summary in project management?

In project management, an executive summary is a way to bring clarity to cross-functional collaborators, team leadership, and project stakeholders . Think of it like a project’s “ elevator pitch ” for team members who don’t have the time or the need to dive into all of the project’s details.

The main difference between an executive summary in project management and a more traditional executive summary in a business plan is that the former should be created at the beginning of your project—whereas the latter should be created after you’ve written your business plan. For example, to write an executive summary of an environmental study, you would compile a report on the results and findings once your study was over. But for an executive summary in project management, you want to cover what the project is aiming to achieve and why those goals matter.

The same four parts apply to an executive summary in project management:

Start with the problem or need the project is solving.  Why is this project happening? What insight, customer feedback, product plan, or other need caused it to come to life?

Outline the recommended solution, or the project’s objectives.  How is the project going to solve the problem you established in the first part? What are the project goals and objectives?

Explain the solution’s value.  Once you’ve finished your project, what will happen? How will this improve and solve the problem you established in the first part?

Wrap up with a conclusion about the importance of the work.  This is another opportunity to reiterate why the problem is important, and why the project matters. It can also be helpful to reference your audience and how your solution will solve their problem. Finally, include any relevant next steps.

If you’ve never written an executive summary before, you might be curious about where it fits into other project management elements. Here’s how executive summaries stack up:

Executive summary vs. project plan

A  project plan  is a blueprint of the key elements your project will accomplish in order to hit your project goals and objectives. Project plans will include your goals, success metrics, stakeholders and roles, budget, milestones and deliverables, timeline and schedule, and communication plan .

An executive summary is a summary of the most important information in your project plan. Think of the absolutely crucial things your management team needs to know when they land in your project, before they even have a chance to look at the project plan—that’s your executive summary.

Executive summary vs. project overview

Project overviews and executive summaries often have similar elements—they both contain a summary of important project information. However, your project overview should be directly attached to your project. There should be a direct line of sight between your project and your project overview.

While you can include your executive summary in your project depending on what type of  project management tool  you use, it may also be a stand-alone document.

Executive summary vs. project objectives

Your executive summary should contain and expand upon your  project objectives  in the second part ( Outline the recommended solution, or the project’s objectives ). In addition to including your project objectives, your executive summary should also include why achieving your project objectives will add value, as well as provide details about how you’re going to get there.

The benefits of an executive summary

You may be asking: why should I write an executive summary for my project? Isn’t the project plan enough?

Well, like we mentioned earlier, not everyone has the time or need to dive into your project and see, from a glance, what the goals are and why they matter.  Work management tools  like Asana help you capture a lot of crucial information about a project, so you and your team have clarity on who’s doing what by when. Your executive summary is designed less for team members who are actively working on the project and more for stakeholders outside of the project who want quick insight and answers about why your project matters.

An effective executive summary gives stakeholders a big-picture view of the entire project and its important points—without requiring them to dive into all the details. Then, if they want more information, they can access the project plan or navigate through tasks in your work management tool.

How to write a great executive summary, with examples

Every executive summary has four parts. In order to write a great executive summary, follow this template. Then once you’ve written your executive summary, read it again to make sure it includes all of the key information your stakeholders need to know.

1. Start with the problem or need the project is solving

At the beginning of your executive summary, start by explaining why this document (and the project it represents) matter. Take some time to outline what the problem is, including any research or customer feedback you’ve gotten . Clarify how this problem is important and relevant to your customers, and why solving it matters.

For example, let’s imagine you work for a watch manufacturing company. Your project is to devise a simpler, cheaper watch that still appeals to luxury buyers while also targeting a new bracket of customers.

Example executive summary:

In recent customer feedback sessions, 52% of customers have expressed a need for a simpler and cheaper version of our product. In surveys of customers who have chosen competitor watches, price is mentioned 87% of the time. To best serve our existing customers, and to branch into new markets, we need to develop a series of watches that we can sell at an appropriate price point for this market.

2. Outline the recommended solution, or the project’s objectives

Now that you’ve outlined the problem, explain what your solution is. Unlike an abstract or outline, you should be  prescriptive  in your solution—that is to say, you should work to convince your readers that your solution is the right one. This is less of a brainstorming section and more of a place to support your recommended solution.

Because you’re creating your executive summary at the beginning of your project, it’s ok if you don’t have all of your deliverables and milestones mapped out. But this is your chance to describe, in broad strokes, what will happen during the project. If you need help formulating a high-level overview of your project’s main deliverables and timeline, consider creating a  project roadmap  before diving into your executive summary.

Continuing our example executive summary:

Our new watch series will begin at 20% cheaper than our current cheapest option, with the potential for 40%+ cheaper options depending on material and movement. In order to offer these prices, we will do the following:

Offer watches in new materials, including potentially silicone or wood

Use high-quality quartz movement instead of in-house automatic movement

Introduce customizable band options, with a focus on choice and flexibility over traditional luxury

Note that every watch will still be rigorously quality controlled in order to maintain the same world-class speed and precision of our current offerings.

3. Explain the solution’s value

At this point, you begin to get into more details about how your solution will impact and improve upon the problem you outlined in the beginning. What, if any, results do you expect? This is the section to include any relevant financial information, project risks, or potential benefits. You should also relate this project back to your company goals or  OKRs . How does this work map to your company objectives?

With new offerings that are between 20% and 40% cheaper than our current cheapest option, we expect to be able to break into the casual watch market, while still supporting our luxury brand. That will help us hit FY22’s Objective 3: Expanding the brand. These new offerings have the potential to bring in upwards of three million dollars in profits annually, which will help us hit FY22’s Objective 1: 7 million dollars in annual profit.

Early customer feedback sessions indicate that cheaper options will not impact the value or prestige of the luxury brand, though this is a risk that should be factored in during design. In order to mitigate that risk, the product marketing team will begin working on their go-to-market strategy six months before the launch.

4. Wrap up with a conclusion about the importance of the work

Now that you’ve shared all of this important information with executive stakeholders, this final section is your chance to guide their understanding of the impact and importance of this work on the organization. What, if anything, should they take away from your executive summary?

To round out our example executive summary:

Cheaper and varied offerings not only allow us to break into a new market—it will also expand our brand in a positive way. With the attention from these new offerings, plus the anticipated demand for cheaper watches, we expect to increase market share by 2% annually. For more information, read our  go-to-market strategy  and  customer feedback documentation .

Example of an executive summary

When you put it all together, this is what your executive summary might look like:

Common mistakes people make when writing executive summaries

You’re not going to become an executive summary-writing pro overnight, and that’s ok. As you get started, use the four-part template provided in this article as a guide. Then, as you continue to hone your executive summary writing skills, here are a few common pitfalls to avoid:

Avoid using jargon

Your executive summary is a document that anyone, from project contributors to executive stakeholders, should be able to read and understand. Remember that you’re much closer to the daily work and individual tasks than your stakeholders will be, so read your executive summary once over to make sure there’s no unnecessary jargon. Where you can, explain the jargon, or skip it all together.

Remember: this isn’t a full report

Your executive summary is just that—a summary. If you find yourself getting into the details of specific tasks, due dates, and attachments, try taking a step back and asking yourself if that information really belongs in your executive summary. Some details are important—you want your summary to be actionable and engaging. But keep in mind that the wealth of information in your project will be captured in your  work management tool , not your executive summary.

Make sure the summary can stand alone

You know this project inside and out, but your stakeholders won’t. Once you’ve written your executive summary, take a second look to make sure the summary can stand on its own. Is there any context your stakeholders need in order to understand the summary? If so, weave it into your executive summary, or consider linking out to it as additional information.

Always proofread

Your executive summary is a living document, and if you miss a typo you can always go back in and fix it. But it never hurts to proofread or send to a colleague for a fresh set of eyes.

In summary: an executive summary is a must-have

Executive summaries are a great way to get everyone up to date and on the same page about your project. If you have a lot of project stakeholders who need quick insight into what the project is solving and why it matters, an executive summary is the perfect way to give them the information they need.

For more tips about how to connect high-level strategy and plans to daily execution, read our article about strategic planning .

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How To Write an Effective Executive Summary to Yield Results

By Kate Eby | April 3, 2018

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In this article, you'll learn how to craft an organized, well written executive summary the next time you have to gain the attention of a time-strapped audience.

Included on this page, you’ll find information on how to write an executive summary that wins the proposal, how to format your executive summary , an executive summary checklist , and more. 

What Is the Purpose of the Executive Summary?

An executive summary should be clear and concise (typically one to two pages long) and present the main points in a formal tone. The purpose of an executive summary is to pique the reader’s curiosity by presenting facts from the larger piece of content it is summarizing.

The executive summary can be either a portion of a business document (a business plan, project proposal, or report) or long articles and documents common in research-driven communities and academia. When crafted correctly, the executive summary provides an overview of the information and objectives in the larger document. The executive summary stands alone from the content it summarizes, and should include the essential information, the recommendations, the findings, and the conclusion of the more extensive document.

The Benefits of a Well Written Executive Summary

A well planned, well written executive summary is a valuable tool because it prioritizes the reader’s time and reduces the effort required to learn the critical aspects of the content. The summary can convey the purpose of your business plan, project proposal, product launch presentation, or sales pitch to keep the reader engaged and reading further, or empowered to take action. Even if it is the only thing your audience reads, a strong executive summary creates value for the reader as a first impression. Use the executive summary to make a business case, support a position, or tell a story. The reader should know how the subject of your content impacts them, benefits their work, their company, or their projects after reading the executive summary.  

Various industries use executive summaries as a communication tool, including healthcare, education, government, technology, real estate, finance, law, the nonprofit sector, and more. One of the benefits of using an executive summary is that it is not exclusive to one type of communication. Executive summaries show up in a variety of use cases, including the following:

Business plans

Legal briefs

Product launch plans

College campus surveys

Market research reports

Environmental studies

Project proposals

Hospital planning and evaluation

How to Write an Executive Summary

Crafting a useful executive summary requires more than simply cutting and pasting vital information from the body of your report or proposal. The executive summary may be the only part of the report your target audience reads, so you should spend the time to make it valuable.

It doesn’t have to be an intimidating process, but before you begin writing, you should ask the following critical questions:

Who depends on the information? When you write the executive summary, decide who you are targeting and the critical information that audience needs. What do they need to know to make a decision? What would they already know? Do you have a specific customer you want to reach with your message or story? Writing the executive summary with that audience in mind will make it useful because the story you’re telling about your business, project, or proposal will resonate.

What is the objective? While it’s true that an executive summary recaps essential information from the body of the content it summarizes, that is its function, not its purpose. Write the summary to your intended audience and include the crucial information that supports your objective for creating the document. What do you need the reader to understand? Is the aim to recommend change based on the results of your research? What needs to happen for the project plan to succeed based on your proposal? Let your objectives determine the content and context of your summary.  

What are you recommending? Use the executive summary to draw conclusions and make recommendations to the reader. If your report presents the need for change, recommend the actions that the body of your document supports in the summary. State the benefits of your product or service, or the solutions you provide more detail on in the proposal. Ultimately, don’t make the reader work to find out what action they need to take: Make your recommendations clear in the executive summary.

How will you make an impression? The “executive” summary earned its name from the need to get the upper management’s attention. Executives did not have the time to read every word of every document. The summary had to make an impression because it might be the only part of the material that would be read. Regardless of its origins, the principle of using the summary to make an impression on the reader is sound, as that impression might encourage the reader to keep reading or take action. Consider how you shape the message, organize the sections of your summary, or present research to stand out in a brief space.

Executive Summary Checklist

After you answer these questions and begin writing your document, refer to the following checklist as you develop the executive summary.

Download Executive Summary Checklist

What Is the Format of an Executive Summary?

Every executive summary intends to distill information to the reader upfront, so it is typically placed first in the document. (Sometimes it is a separate section of a formal business document listed in the table of contents.)

When used in a less formal manner, the executive summary is an opening paragraph, a separate one-page summary memo, or the first page of a report. For example, if your goal is to raise capital, use the executive summary like an investor profile that provides the reader the information necessary to land the meeting or get the funding, without further reading.

The format and length vary based on the purpose of the content that you are summarizing; there is no set structure to follow. Here are some formatting tips that you can use for any executive summary, regardless of the style:

Order of Appearance : Beyond the introduction, decide what sections of the summary are most important to the purpose of the document. Organize your subheadings or sections in that order. Use bullet points and plenty of spacing between the different parts of the summary to make the content more accessible to scanning eyes. By doing so, you naturally discard information better left to the body of the document, and you honor the reader’s time by prioritizing the message, recommendations, conclusions, or solutions in the longer document.  

How Much Is Too Much : Executive summaries vary in length based on the type of content they summarize or their purpose. Some recommend keeping the summary to a specific percentage of the overall document, while others advocate a set number of pages. Focus on keeping the summary brief but comprehensive, with the most important information available to the reader.

Audience Aim : The tone and language of the executive summary should match that of the target audience. Avoid using technical jargon that requires definitions, and present the information in an accessible manner based on the knowledge and expertise of your intended audience. Do not include acronyms or highlight data that need an extensive background for context, and avoid using casual, informal tones. That said, an executive summary used in internal communications will have a different tone and style than one used in external communication tools.

One-page Executive Summary Template

This template is designed to fit your executive summary on one page. Take advantage of the short sections and bullet points to keep the document concise and hook the reader with the information that will keep them reading. Organize the key points by customizing the subheadings to emphasize their importance based on your purpose for the document.

Download One-page Executive Summary Template

Excel  |  Word  |  PDF

What Are the Common Pitfalls of Executive Summaries?

When formatting and organizing the executive summary, beware of the following pitfalls that plague poorly written and poorly planned summaries:

Fact or Persuasion : Support your motives and the objective of the executive summary with the facts. If the summary is for a sales proposal or pitch deck, persuade your reader up front with data and information, not buzzwords and cliches. If the executive summary includes generalizations or opinions that you don't support within your material with market research, project examples, independent data, testimonials, etc., you risk misleading the reader. Avoid writing a summary that leads clients, policy makers, or management to an unsupported recommendation or conclusion for the sake of persuasion — instead, focus on the facts.  

Relevance Over Repetition : By nature, the executive summary is a repetitive summary of content. Therefore, only include the most relevant details — those that summarize the true purpose of the overall content. Use the rest of your business plan, research report, or client proposal to cover topics relevant background information at length. If you try to cut and paste too much information and context from your longer business or research document into the summary, the details might overshadow the impression you want to make on the reader. The background becomes the introduction, and you risk losing a reader’s attention (especially an online audience).

Consistency Is Key : The executive summary highlights the substance of the larger piece of content. Don’t feature information here that is not covered in the body of the proposal. Avoid using different subheadings to organize copy in the body of the report. For example, if you highlight “Project Milestones” in the executive summary, do not list them in a new section for “Project Goals” in the business proposal. Use the tone and language you establish in the summary throughout the material. If you target an audience without expertise in the subject matter, don’t switch to highly technical analysis in the body copy. Finally, if you cover something in the executive summary, cover it again in the report. Don’t make the reader work to learn more about something you highlighted in the summary.

Draw a Clear Conclusion : Write an executive summary that comes to a conclusion and supports your purpose for creating the document. Keep the reader’s interest in mind when you summarize a lengthy project proposal or report. Does the reader have a clear understanding of the solutions you propose? Can they identify the problems you solve? If the executive summary is the only thing they read, can they take action on your recommendations or anticipate a desired outcome based on the information you included?

Executive Summary Outline Template - PowerPoint

Use this free template to outline your next big presentation, or keep it updated as a live meeting record to keep up with your evolving internal business plans or funding needs. The slides are formatted to outline the important elements of a formal business plan summary. You can customize the slides to fit the order of importance for your content’s purpose or extend each. Use the slides as an outline to keep track of the content you want to summarize after every update or draft of the report.

‌ Download Executive Summary Outline Template - PowerPoint

What to Include in an Executive Summary

You will determine the components of each executive summary you write based on the reason for writing it and your target audience.

For example, a business plan for an external audience includes financial information and details on the size and scale of a company; startups seeking funding and investors will highlight specific financial requirements and how they impact the business strategy. Executive summaries vary in the content they cover, but here is a common framework:

Introduction : This opening statement, paragraph, or section should clearly state the document’s purpose and the content to follow. How you will use this section depends on the desired outcome for the reader or audience, who should immediately find value in the information you present. Therefore, the details included in the introduction should grab and hold the reader’s attention.  

Company Information : When writing an executive summary for an external audience, include your company name, a description of your mission or purpose, contact information, location, and the size and scale of your operations. In some cases, the summary introduces the founders, investors, and corporate leadership. It might include background information of each that outlines previous industry or startup experience, or historical context on the current state of the company. When used in a presentation or research report, introduce the team presenting or responsible for the report’s findings.

Products and Services : The executive summary is the place to highlight the problem you solve or the need you fulfill. For a report, this is where you might highlight what you researched and what the reader should know about your findings. For a project proposal, include what you’re planning to accomplish and what you need to make it successful. For marketing plans or product launch presentations, tell the reader why your service or product is relevant at this particular moment in time.

Market Analysis : The executive summary of a business plan might profile the target customer and explain the market opportunity for a product or service. Consider answering questions like: Is there a five year plan for this market? How do you anticipate growing the customer base and improving market share? What stands out from your research about your customers that the reader should know?

Competition Analysis : This section should include answers to the following questions:

What is the competitive advantage of your proposed solution or product and who or what do you compete with in this market?

What are the opportunities now and in the future?

What are the risks in your market and your product or service?

Do you have relevant experience with major competitors?

What are the future plans for growth and what obstacles do you anticipate addressing?

Financials : The executive summary might summarize key financial data that is relevant to the reader or data that supports your research. If the purpose is to secure funding, include the specific amount you are requesting. Be sure to provide context for the financial data or any number you highlight in the executive summary. This section is a great way to highlight growth, or to use metrics to provide perspective on the company.

Conclusions : Recap your findings, the problem and solution discussed, or the project and work proposed. If there is a decision the reader needs to make, be direct about it. Make the outcomes obvious, but leave enough intrigue for the rest of the content to follow.

How Do You End An Executive Summary?

Although the executive summary begins a document, it concludes so that it can stand alone from the rest of the content and still be of value. Use the conclusion to recap your findings, make recommendations, and propose solutions to the problem.

If there is a decision you want the reader to make, ask make a call to action in this section. If you are summarizing a research report, summarize the findings and the research methods used to conclude the work. Make the outcomes or recommendations visible, but leave enough out to incentivize the audience to continue reading. Close the executive summary with a strong statement or transition that sets up the theme or central message to the story you tell in the report or proposal.

What Should Be in the Executive Summary of a Business Plan?

Traditional business plans differ in context and content based on if the audience is internal or external. Both audiences benefit from some of the previously discussed elements of the executive summary (like a substantial introduction).

However, the summary of an internal business plan does not require a section that introduces management or key personnel. An external business plan targets an audience that expects to find crucial financial information in the summary. When you develop the executive summary of the business plan, determine the information to include based on the audience and purpose of the document.

Business Plan Executive Summary Template

This executive summary template is designed to get your business plan noticed and reviewed. In this scenario, you’re presenting to an external audience and therefore should include more attention to detail with a standard business plan document. Use bullet points and clear, formal language to guide the reader to the most important information about your company.

Download Business Plan Executive Summary Template

Excel  |  Word  |  PDF  | Smartsheet

You can find a variety of templates for various industries and needs by reading “Free Executive Summary Templates.”

What Should Be in an Executive Summary of a Report?

Josh Bernoff spent 20 years writing and editing reports for Forrester Research. He is an advocate of creating actionable reports that tell a story. He believes that the executive summary is crucial.

“If the report is a story, the right executive summary is the same story, written briefly,” writes Bernoff . He recommends imagining that your readers ask you questions like, “What’s the coolest stuff in this report?” and “What did you find out?” while writing the report.

“Your answer, written directly to the reader, is the executive summary,” Bernoff explains in his book.

The executive summary of a report requires vivid details that grab online readers’ attention in a hurry. According to Bernoff, the summary recaps the story you want to tell behind all the words in the report. Using this advice as a guidepost, consider including the following answers to these questions to create your report’s summary:

What is the central plot of your report?

Why is this story important?

What are the most memorable scenes (examples, data, case study results, etc.) from the different sections of the report?

How does your research address the story’s central conflict (the problem solved)?

How does your research support the story’s conclusion?

What actions does the story recommend the reader be aware of?

The executive summary of lengthy research reports — especially those used in academic articles, scientific journals, government studies, or healthcare initiatives — require additional formatting considerations and elements not found in business plans or proposals. Consider the following guidelines when developing the executive summary of a research report:

Present the sections of the executive summary in the same order as in the main report.

Do not include information or research that is not supported and presented in the body of the report.

Draw a conclusion with the executive summary that justifies the research and provides recommendations.

Use a tone and language to describe technical information that readers without advanced knowledge or expertise of the subject matter can understand.

Remember that an executive summary of a report is distinct from an abstract. Abstracts are shorter overviews of a report and are common in academia. They familiarize the reader with a synopsis of the research that is much shorter than an executive summary. You can also think of an abstract as a standalone statement that helps the reader determine if they will read on. The executive summary, by contrast, summarizes the research in a structure that includes the summary, methods, results, conclusions, and recommendations for the reader without necessarily having to read further.

Research Report Executive Summary Template

Use this template to create a synopsis of research results for reports — these will typically be longer than an executive summary for a business plan and proposal. The template is formatted to accommodate in-depth reports that need space for charts and tables to illustrate research data. It is designed to summarize technical information in a concise manner, with clear subheadings that communicate key findings to readers with various expertise and interest.

Download Research Report Executive Summary Template

Word  |  PDF

Get Funding with Your Executive Summary

Startups seeking capital investment from venture capital funds and angel investors can repurpose the executive summary from a business plan as a more concise, less formal investor profile.

This type of summary memo is stripped down and focused on the specific financial requirements and how the funding makes an impact on the business strategy. It is the perfect template to create a profile on investor platform websites like AngelList and Gust . Use the following tips to transform traditional business plan summaries into the pitch that lands you a meeting or funding:

Include the specific dollar amount you’re requesting, the purpose for the funds raised, and any relevant data such as repayment terms, collateral, equity share information, etc.

Keep the financial data simple and round to the nearest whole dollar amount.

List founders, partners, and key management personnel and highlight specific domain expertise or previous startup experience.

Describe your company’s growth plan and the proposed exit strategy.

Remove any industry buzzwords, meaningless phrases, and cliches (for example “the Uber of…,” “game-changing,” “disruptive,” “next Facebook,” “world-class,” etc.).

Mention noteworthy achievements, intellectual property, important business partnerships, or information on product development stages in test markets.

Describe work in progress and highlight relevant information about customer growth, market demand, and product development.

Startup Executive Summary Template

Transform your executive summary into an investor document with this template. It acts as a one-page pitch that serves as your company profile on investor platforms. You can repurpose this template and save it as a PDF summary memo to land future meetings with investors. For more information on business plans for startups, including free budget templates, read “ Free Startup Plan, Budget & Cost Templates .”

Download Startup Executive Summary Template

Seamlessly Track the Progress of Your Executive Summary with Real-Time Work Management in Smartsheet

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When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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How to Write an Executive Summary Execs Can't Ignore [+ 5 Top Examples]

Published: May 30, 2024

Early in my career, I was intimidated by executive summaries. They sounded so corporate and formal. But, proper name aside, they’re really just the elevator pitch or the TL;DR (too long, didn’t read) of a document.

Writing an executive summary is an important leadership skill, whether you're an entrepreneur creating a business plan or a CEO delivering a quarterly report.

So, let’s sharpen that skill.

What is an Executive Summary?

An executive summary is a brief overview of a longer professional document, like a business plan, proposal, or report. It's commonly at the beginning of a document and aims to grab a reader’s attention while summarizing critical information such as the problem or opportunity being addressed, objectives, key findings, goals, and recommendations.

Ultimately, an executive summary gives readers a concise overview of the most important information in a document, so they don't have to read the entire thing.

Think of it like the SparkNotes of the business world.

Documents that frequently have an executive summary include:

• Business plans
• Research reports
• Project proposals
• Annual reports

How does it differ from other business statements? Let’s compare.

Free Executive Summary Template

Use this executive summary template to provide a summary of your report, business plan, or memo.

• Company & Opportunity
• Industry & Market Analysis
• Management & Operations
• Financial Plan

Download Free

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Click this link to access this resource at any time.

Executive Summary vs. Business Plan

All business plans have an executive summary, but not all executive summaries belong to business plans.

A business plan includes a company overview, short-term and long-term goals, information on your product or service, sales targets, expense budgets, your marketing plan, and even team information

Business plans are very detailed and comprehensive. They can be as short as a dozen pages or as long as 100 pages. The executive summary is the first section of the business plan.

An in-demand CEO or investor might not have the bandwidth to read your full business plan without first understanding your company or goals. That’s where an executive summary comes in handy.

Note: Need help putting together your business plan? We’ve got a template for you.

Executive Summary vs. Mission Statement

Mission statements and executive summaries are typically found in business plans, but they serve different purposes.

A mission statement defines your organization’s purpose, values, and vision. It’s your company’s North Star and communicates your core identity and reason for existence. On the other hand, an executive summary provides a high-level overview of the document.

I also love how we define key terms to help readers understand the rest of the report. This is an excellent example of setting the tone for the rest of your document in an executive summary and making it easier to navigate.

3. ClickUp: Product Update Release Notes

Now, I know this article is about writing an executive summary, but I love ClickUp’s unique approach with its product release notes videos.

This digital report from research firm McKinsey Global Institute features an executive summary titled “At a Glance.”

Here, the organization recaps the key findings from its 56-page research report in six easy-to-skim bullet points.

It’s compelling, easy to digest, and makes it easy to jump into the full report with download links.

5. UN: World Economic Situation and Prospects 2024

Finally, we have a fairly traditional approach to an executive summary from the United Nations (UN) , clocking in at 16 pages.

Now, I know. Sixteen pages seems lengthy, but the full report is just shy of 200 pages.

The executive summary highlights the report’s largest conclusions with headers. Then, it expands on those headers with relevant statistics. It also uses bold font to draw attention to the countries or regions affected (something the reader will likely be most interested in).

The tone and visual design are both formal, which matches the esteem of the United Nations. Overall, this executive summary does an admirable job of making the report's information more approachable.

Make your executive summary memorable.

Make sure your executive summary is strong. Tell your story. Include compelling data and facts. Use easy-to-understand and digest language. If you can, get visual.

An executive summary should be concise, but also memorable. After all, this may be the only part of your proposal, report, or analysis that actually gets read.

Use the guidance above to ensure your executive summary resonates with your audience and opens the door to the opportunities you crave.

Editor's note: This post was originally published in December 2018 and has been updated for comprehensiveness.

Don't forget to share this post!

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How to Write a Summary (Examples Included)

Ashley Shaw

Have you ever recommended a book to someone and given them a quick overview? Then you’ve created a summary before!

Summarizing is a common part of everyday communication. It feels easy when you’re recounting what happened on your favorite show, but what do you do when the information gets a little more complex?

Written summaries come with their own set of challenges. You might ask yourself:

• What details are unnecessary?
• How do you put this in your own words without changing the meaning?
• How close can you get to the original without plagiarizing it?
• How long should it be?

The answers to these questions depend on the type of summary you are doing and why you are doing it.

A summary in an academic setting is different to a professional summary—and both of those are very different to summarizing a funny story you want to tell your friends.

One thing they all have in common is that you need to relay information in the clearest way possible to help your reader understand. We’ll look at some different forms of summary, and give you some tips on each.

Let’s get started!

What Is a Summary?

How do you write a summary, how do you write an academic summary, what are the four types of academic summaries, how do i write a professional summary, writing or telling a summary in personal situations, summarizing summaries.

A summary is a shorter version of a larger work. Summaries are used at some level in almost every writing task, from formal documents to personal messages.

When you write a summary, you have an audience that doesn’t know every single thing you know.

When you want them to understand your argument, topic, or stance, you may need to explain some things to catch them up.

Instead of having them read the article or hear every single detail of the story or event, you instead give them a brief overview of what they need to know.

Academic, professional, and personal summaries each require you to consider different things, but there are some key rules they all have in common.

Let’s go over a few general guides to writing a summary first.

1. A summary should always be shorter than the original work, usually considerably.

Even if your summary is the length of a full paper, you are likely summarizing a book or other significantly longer work.

2. A summary should tell the reader the highlights of what they need to know without giving them unnecessary details.

3. It should also include enough details to give a clear and honest picture.

For example, if you summarize an article that says “ The Office is the greatest television show of all time,” but don’t mention that they are specifically referring to sitcoms, then you changed the meaning of the article. That’s a problem! Similarly, if you write a summary of your job history and say you volunteered at a hospital for the last three years, but you don’t add that you only went twice in that time, it becomes a little dishonest.

4. Summaries shouldn’t contain personal opinion.

While in the longer work you are creating you might use opinion, within the summary itself, you should avoid all personal opinion. A summary is different than a review. In this moment, you aren’t saying what you think of the work you are summarizing, you are just giving your audience enough information to know what the work says or did.

Now that we have a good idea of what summaries are in general, let’s talk about some specific types of summary you will likely have to do at some point in your writing life.

An academic summary is one you will create for a class or in other academic writing. The exact elements you will need to include depend on the assignment itself.

However, when you’re asked for an academic summary, this usually this means one of five things, all of which are pretty similar:

• You need to do a presentation in which you talk about an article, book, or report.
• You write a summary paper in which the entire paper is a summary of a specific work.
• You summarize a class discussion, lesson, or reading in the form of personal notes or a discussion board post.
• You do something like an annotated bibliography where you write short summaries of multiple works in preparation of a longer assignment.
• You write quick summaries within the body of another assignment . For example, in an argumentative essay, you will likely need to have short summaries of the sources you use to explain their argument before getting into how the source helps you prove your point.

Regardless of what type of summary you are doing, though, there are a few steps you should always follow:

• Skim the work you are summarizing before you read it. Notice what stands out to you.
• Next, read it in depth . Do the same things stand out?
• Put the full text away and write in a few sentences what the main idea or point was.
• Go back and compare to make sure you didn’t forget anything.
• Expand on this to write and then edit your summary.

Each type of academic summary requires slightly different things. Let’s get down to details.

How Do I Write a Summary Paper?

Sometimes teachers assign something called a summary paper . In this, the entire thing is a summary of one article, book, story, or report.

To understand how to write this paper, let’s talk a little bit about the purpose of such an assignment.

A summary paper is usually given to help a teacher see how well a student understands a reading assignment, but also to help the student digest the reading. Sometimes, it can be difficult to understand things we read right away.

However, a good way to process the information is to put it in our own words. That is the point of a summary paper.

A summary paper is:

• A way to explain in our own words what happened in a paper, book, etc.
• A time to think about what was important in the paper, etc.
• A time to think about the meaning and purpose behind the paper, etc.

Here are some things that a summary paper is not:

• A review. Your thoughts and opinions on the thing you are summarizing don’t need to be here unless otherwise specified.
• A comparison. A comparison paper has a lot of summary in it, but it is different than a summary paper. In this, you are just saying what happened, but you aren’t saying places it could have been done differently.
• A paraphrase (though you might have a little paraphrasing in there). In the section on using summary in longer papers, I talk more about the difference between summaries, paraphrases, and quotes.

Because a summary paper is usually longer than other forms of summary, you will be able to chose more detail. However, it still needs to focus on the important events. Summary papers are usually shorter papers.

Let’s say you are writing a 3–4 page summary. You are likely summarizing a full book or an article or short story, which will be much longer than 3–4 pages.

Imagine that you are the author of the work, and your editor comes to you and says they love what you wrote, but they need it to be 3–4 pages instead.

How would you tell that story (argument, idea, etc.) in that length without losing the heart or intent behind it? That is what belongs in a summary paper.

How Do I Write Useful Academic Notes?

Sometimes, you need to write a summary for yourself in the form of notes or for your classmates in the form of a discussion post.

You might not think you need a specific approach for this. After all, only you are going to see it.

However, summarizing for yourself can sometimes be the most difficult type of summary. If you try to write down everything your teacher says, your hand will cramp and you’ll likely miss a lot.

Yet, transcribing doesn’t work because studies show that writing things down (not typing them) actually helps you remember them better.

So how do you find the balance between summarizing the lessons without leaving out important points?

There are some tips for this:

• If your professor writes it on the board, it is probably important.
• What points do your textbooks include when summarizing information? Use these as a guide.
• Write the highlight of every X amount of time, with X being the time you can go without missing anything or getting tired. This could be one point per minute, or three per five minutes, etc.

How Do I Create an Annotated Biography?

An annotated bibliography requires a very specific style of writing. Often, you will write these before a longer research paper . They will ask you to find a certain amount of articles and write a short annotation for each of them.

While an annotation is more than just a summary, it usually starts with a summary of the work. This will be about 2–3 sentences long. Because you don’t have a lot of room, you really have to think about what the most important thing the work says is.

This will basically ask you to explain the point of the article in these couple of sentences, so you should focus on the main point when expressing it.

Here is an example of a summary section within an annotation about this post:

“In this post, the author explains how to write a summary in different types of settings. She walks through academic, professional, and personal summaries. Ultimately, she claims that summaries should be short explanations that get the audience caught up on the topic without leaving out details that would change the meaning.”

Can I Write a Summary Within an Essay?

Perhaps the most common type of summary you will ever do is a short summary within a longer paper.

For example, if you have to write an argumentative essay, you will likely need to use sources to help support your argument.

However, there is a good chance that your readers won’t have read those same sources.

So, you need to give them enough detail to understand your topic without spending too much time explaining and not enough making your argument.

While this depends on exactly how you are using summary in your paper, often, a good amount of summary is the same amount you would put in an annotation.

Just a few sentences will allow the reader to get an idea of the work before moving on to specific parts of it that might help your argument.

What’s the Difference Between Summarizing, Paraphrasing, and Using Quotes?

One important thing to recognize when using summaries in academic settings is that summaries are different than paraphrases or quotes.

A summary is broader and more general. A paraphrase, on the other hand, puts specific parts into your own words. A quote uses the exact words of the original. All of them, however, need to be cited.

Let’s look at an example:

Take these words by Thomas J. Watson:

”Would you like me to give you a formula for success? It’s quite simple, really. Double your rate of failure. You are thinking of failure as the enemy of success. But it isn’t as all. You can be discouraged by failure—or you can learn from it. So go ahead and make mistakes. Make all you can. Because, remember, that’s where you will find success.”

Let’s say I was told to write a summary, a paraphrase, and a quote about this statement. This is what it might look like:

Summary: Thomas J. Watson said that the key to success is actually to fail more often. (This is broad and doesn’t go into details about what he says, but it still gives him credit.)

Paraphrase: Thomas J. Watson, on asking if people would like his formula for success, said that the secret was to fail twice as much. He claimed that when you decide to learn from your mistakes instead of being disappointed by them, and when you start making a lot of them, you will actually find more success. (This includes most of the details, but it is in my own words, while still crediting the source.)

Quote: Thomas J. Watson said, ”Would you like me to give you a formula for success? It’s quite simple, really. Double your rate of failure. You are thinking of failure as the enemy of success. But it isn’t at all. You can be discouraged by failure—or you can learn from it. So go ahead and make mistakes. Make all you can. Because, remember, that’s where you will find success.” (This is the exact words of the original with quotation marks and credit given.)

Avoiding Plagiarism

One of the hardest parts about summarizing someone else’s writing is avoiding plagiarism .

That’s why I have a few rules/tips for you when summarizing anything:

1. Always cite.

If you are talking about someone else’s work in any means, cite your source. If you are summarizing the entire work, all you probably need to do (depending on style guidelines) is say the author’s name. However, if you are summarizing a specific chapter or section, you should state that specifically. Finally, you should make sure to include it in your Work Cited or Reference page.

2. Change the wording.

Sometimes when people are summarizing or paraphrasing a work, they get too close to the original, and actually use the exact words. Unless you use quotation marks, this is plagiarism. However, a good way to avoid this is to hide the article while you are summarizing it. If you don’t have it in front of you, you are less likely to accidentally use the exact words. (However, after you are done, double check that you didn’t miss anything important or give wrong details.)

3. Use a plagiarism checker.

Of course, when you are writing any summary, especially academic summaries, it can be easy to cross the line into plagiarism. If this is a place where you struggle, then ProWritingAid can help.

Just use our Plagiarism Report . It’ll highlight any unoriginal text in your document so you can make sure you are citing everything correctly and summarizing in your own words.

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Along with academic summaries, you might sometimes need to write professional summaries. Often, this means writing a summary about yourself that shows why you are qualified for a position or organization.

In this section, let’s talk about two types of professional summaries: a LinkedIn summary and a summary section within a resume.

How Do I Write My LinkedIn Bio?

LinkedIn is all about professional networking. It offers you a chance to share a brief glimpse of your professional qualifications in a paragraph or two.

This can then be sent to professional connections, or even found by them without you having to reach out. This can help you get a job or build your network.

Your summary is one of the first things a future employer might see about you, and how you write yours can make you stand out from the competition.

Here are some tips on writing a LinkedIn summary :

• Before you write it, think about what you want it to do . If you are looking for a job, what kind of job? What have you done in your past that would stand out to someone hiring for that position? That is what you will want to focus on in your summary.
• Be professional . Unlike many social media platforms, LinkedIn has a reputation for being more formal. Your summary should reflect that to some extent.
• Use keywords . Your summary is searchable, so using keywords that a recruiter might be searching for can help them find you.
• Focus on the start . LinkedIn shows the first 300 characters automatically, and then offers the viewer a chance to read more. Make that start so good that everyone wants to keep reading.
• Focus on accomplishments . Think of your life like a series of albums, and this is your speciality “Greatest Hits” album. What “songs” are you putting on it?

How Do I Summarize My Experience on a Resume?

Writing a professional summary for a resume is different than any other type of summary that you may have to do.

Recruiters go through a lot of resumes every day. They don’t have time to spend ages reading yours, which means you have to wow them quickly.

To do that, you might include a section at the top of your resume that acts almost as an elevator pitch: That one thing you might say to a recruiter to get them to want to talk to you if you only had a 30-second elevator ride.

If you don’t have a lot of experience, though, you might want to skip this section entirely and focus on playing up the experience you do have.

Outside of academic and personal summaries, you use summary a lot in your day-to-day life.

Whether it is telling a good piece of trivia you just learned or a funny story that happened to you, or even setting the stage in creative writing, you summarize all the time.

How you use summary can be an important consideration in whether people want to read your work (or listen to you talk).

Here are some things to think about when telling a story:

• Pick interesting details . Too many and your point will be lost. Not enough, and you didn’t paint the scene or give them a complete idea about what happened.
• Play into the emotions . When telling a story, you want more information than the bare minimum. You want your reader to get the emotion of the story. That requires a little bit more work to accomplish.
• Focus. A summary of one story can lead to another can lead to another. Think about storytellers that you know that go off on a tangent. They never seem to finish one story without telling 100 others!

To wrap up (and to demonstrate everything I just talked about), let’s summarize this post into its most essential parts:

A summary is a great way to quickly give your audience the information they need to understand the topic you are discussing without having to know every detail.

How you write a summary is different depending on what type of summary you are doing:

• An academic summary usually gets to the heart of an article, book, or journal, and it should highlight the main points in your own words. How long it should be depends on the type of assignment it is.
• A professional summary highlights you and your professional, academic, and volunteer history. It shows people in your professional network who you are and why they should hire you, work with you, use your talents, etc.

Being able to tell a good story is another form of summary. You want to tell engaging anecdotes and facts without boring your listeners. This is a skill that is developed over time.

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Ashley Shaw is a former editor and marketer/current PhD student and teacher. When she isn't studying con artists for her dissertation, she's thinking of new ways to help college students better understand and love the writing process. You can follow her on Twitter, or, if you prefer animal accounts, follow her rabbits, Audrey Hopbun and Fredra StaHare, on Instagram.

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How to Write an Executive Summary (Example & Template Included)

Here’s the good news: an executive summary is short. It’s part of a larger document like a business plan, business case or project proposal and, as the name implies, summarizes the longer report.

Here’s the bad news: it’s a critical document that can be challenging to write because an executive summary serves several important purposes. On one hand, executive summaries are used to outline each section of your business plan, an investment proposal or project proposal. On the other hand, they’re used to introduce your business or project to investors and other stakeholders, so they must be persuasive to spark their interest.

Writing an Executive Summary

The pressure of writing an executive summary comes from the fact that everyone will pay attention to it, as it sits at the top of that heap of documents. It explains all that follows and can make or break your business plan or project plan . The executive summary must know the needs of the potential clients or investors and zero in on them like a laser. Fortunately, we’ll show you how to write and format your executive summary to do just that.

Getting everything organized for your executive summary can be challenging. ProjectManager can help you get your thoughts in order and collaborate with your team. Our powerful task management tools make it easy to get everything prioritized and done on time. Try it free today.

What Is an Executive Summary?

An executive summary is a short section of a larger document like a business plan , investment proposal or project proposal. It’s mostly used to give investors and stakeholders a quick overview of important information about a business plan like the company description, market analysis and financial information.

It contains a short statement that addresses the problem or proposal detailed in the attached documents and features background information, a concise analysis and a conclusion. An executive summary is designed to help executives and investors decide whether to go forth with the proposal, making it critically important. Pitch decks are often used along with executive summaries to talk about the benefits and main selling points of a business plan or project.

Unlike an abstract, which is a short overview, an executive summary format is a condensed form of the documents contained in the proposal. Abstracts are more commonly used in academic and research-oriented writing and act as a teaser for the reader to see if they want to read on.

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How to Write an Executive Summary

Executive summaries vary depending on the document they’re attached to. You can write an executive summary for a business plan, project proposal, research document, or business case, among other documents and reports.

However, when writing an executive summary, there are guidelines to ensure you hit all the bases.

Executive Summary Length

According to the many books that have been written about executive summaries, as well as training courses, seminars and professional speakers, the agreed-upon length for an executive summary format should be about five to 10 percent of the length of the whole report.

Appropriate Language

The language used should be appropriate for the target audience. One of the most important things to know before you write professionally is to understand who you’re addressing. If you’re writing for a group of engineers, the language you’ll use will differ greatly from how you would write to a group of financiers.

That includes more than just the words, but the content and depth of explanation. Remember, it’s a summary, and people will be reading it to quickly and easily pull out the main points.

Pithy Introduction

You also want to capture a reader’s attention immediately in the opening paragraph. Just like a speech often opens with a joke to break the tension and put people at ease, a strong introductory paragraph can pull a reader in and make them want to read on. That doesn’t mean you start with a joke. Stick to your strengths, but remember, most readers only give you a few sentences to win them over before they move on.

Don’t forget to explain who you are as an organization and why you have the skills, personnel and experience to solve the problem raised in the proposal. This doesn’t have to be a lengthy biography, often just your name, address and contact information will do, though you’ll also want to highlight your strengths as they pertain to the business plan or project proposal .

Relevant Information

The executive summary shouldn’t stray from the material that follows it. It’s a summary, not a place to bring up new ideas. To do so would be confusing and would jeopardize your whole proposal.

Establish the need or the problem, and convince the target audience that it must be solved. Once that’s set up, it’s important to recommend the solution and show what the value is. Be clear and firm in your recommendation.

Justify your cause. Be sure to note the key reasons why your organization is the perfect fit for the solution you’re proposing. This is the point where you differentiate yourself from competitors, be that due to methodology, testimonials from satisfied clients or whatever else you offer that’s unique. But don’t make this too much about you. Be sure to keep the name of the potential client at the forefront.

Don’t neglect a strong conclusion, where you can wrap things up and once more highlight the main points.

Related: 10 Essential Excel Report Templates

What to Include in an Executive Summary

The content of your executive summary must reflect what’s in the larger document which it is part of. You’ll find many executive summary examples on the web, but to keep things simple, we’ll focus on business plans and project proposals.

How to Write an Executive Summary for a Business Plan

As we’ve learned above, your executive summary must extract the main points of all the sections of your business plan. A business plan is a document that describes all the aspects of a business, such as its business model, products or services, objectives and marketing plan , among other things. They’re commonly used by startups to pitch their ideas to investors.

Here are the most commonly used business plan sections:

• Company description: Provide a brief background of your company, such as when it was established, its mission, vision and core values.
• Products & services: Describe the products or services your company will provide to its customers.
• Organization and management: Explain the legal structure of your business and the members of the top management team.
• SWOT analysis: A SWOT analysis explains the strengths, weaknesses, opportunities and threats of your business. They describe the internal and external factors that impact your business competitiveness.
• Industry & market analysis: This section should provide an overview of the industry and market in which your business will compete.
• Operations: Explain the main aspects of your business operations and what sets it apart from competitors.
• Marketing plan: Your marketing plan describes the various strategies that your business will use to reach its customers and sell products or services.
• Financial planning: Here, you should provide an overview of the financial state of your business. Include income statements, balance sheets and cash flow statements.
• Funding request: If you’re creating your business plan to request funding, make sure to explain what type of funding you need, the timeframe for your funding request and an explanation of how the funds will be used.

We’ve created an executive summary example to help you better understand how this document works when using it, to sum up a business plan.

To put all of that information together, here’s the basic format of an executive summary. You can find this same information in our free executive summary template :

• Introduction, be sure to know your audience
• Table of contents in the form of a bulleted list
• Explain the company’s role and identify strengths
• Explain the need, or the problem, and its importance
• Recommend a solution and explain its value
• Justify said solution by explaining how it fits the organization
• A strong conclusion that once more wraps up the importance of the project

You can use it as an executive summary example and add or remove some of its elements to adjust it to your needs. Our sample executive summary has the main elements that you’ll need project executive summary.

Executive Summary Example

For this executive summary example, we’ll imagine a company named ABC Clothing, a small business that manufactures eco-friendly clothing products and it’s preparing a business plan to secure funding from new investors.

Company Description We are ABC Clothing, an environmentally-friendly manufacturer of apparel. We’ve developed a unique method of production and sourcing of materials that allows us to create eco-friendly products at a low cost . We have intellectual property for our production processes and materials, which gives us an advantage in the market.

• Mission: Our mission is to use recycled materials and sustainable methods of production to create clothing products that are great for our customers and our planet.
• Vision: Becoming a leader in the apparel industry while generating a positive impact on the environment.

Products & Services We offer high-quality clothing products for men, women and all genders. (Here you should include pictures of your product portfolio to spark the interest of your readers)

Industry & Market Analysis Even though the fashion industry’s year-over-year growth has been affected by pandemics in recent years, the global apparel market is expected to continue growing at a steady pace. In addition, the market share of sustainable apparel has grown year-over-year at a higher pace than the overall fashion industry.

Marketing Plan Our marketing plan relies on the use of digital marketing strategies and online sales, which gives us a competitive advantage over traditional retailers that focus their marketing efforts on brick-and-mortar stores.

Operations Our production plant is able to recycle different types of plastic and cotton waste to turn it into materials that we use to manufacture our products . We’ve partnered with a transportation company that sorts and distributes our products inside the United States efficiently and cost-effectively.

Financial Planning Our business is profitable, as documented in our balance sheet, income statement and cash flow statement. The company doesn’t have any significant debt that might compromise its continuity. These and other financial factors make it a healthy investment.

Funding Request We’re requesting funding for the expansion of our production capacity, which will allow us to increase our production output in order to meet our increasing customer demand, enter new markets, reduce our costs and improve our competitiveness.

If you’d like to see more executive summary examples for your business plan, you can visit the U.S. small business administration website. They have business plans with executive summary examples you can download and use.

Executive summaries are also a great way to outline the elements of a project plan for a project proposal. Let’s learn what those elements are.

How to Write an Executive Summary for a Project Proposal

An executive summary for your project proposal will capture the most important information from your project management plan. Here’s the structure of our executive summary template:

• Introduction: What’s the purpose of your project?
• Company description: Show why you’re the right team to take on the project.
• Need/problem: What is the problem that it’s solving?
• Unique solution: What is your value proposition and what are the main selling points of your project?
• Proof: Evidence, research and feasibility studies that support how your company can solve the issue.
• Resources: Outline the resources needed for the project
• Return on investment/funding request: Explain the profitability of your project and what’s in for the investors.
• Competition/market analysis: What’s your target market? Who are your competitors? How does your company differentiate from them?
• Marketing plan: Create a marketing plan that describes your company’s marketing strategies, sales and partnership plans.
• Budget/financial planning: What’s the budget that you need for your project plan?
• Timeline: What’s the estimated timeline to complete the project?
• Team: Who are the project team members and why are they qualified?
• Conclusions:  What are the project takeaways?

Now that we’ve learned that executive summaries can vary depending on the type of document you’re working on, you’re ready for the next step.

What to Do After Writing an Executive Summary

As with anything you write, you should always start with a draft. The first draft should hit all the marks addressed above but don’t bog yourself down in making the prose perfect. Think of the first draft as an exploratory mission. You’re gathering all the pertinent information.

Next, you want to thoroughly review the document to ensure that nothing important has been left out or missed. Make sure the focus is sharp and clear, and that it speaks directly to your potential client’s needs.

Proofread for Style & Grammar

But don’t neglect the writing. Be sure that you’re not repeating words, falling into cliché or other hallmarks of bad writing. You don’t want to bore the reader to the point that they miss the reason why you’re the organization that can help them succeed.

You’ve checked the content and the prose, but don’t forget the style. You want to write in a way that’s natural and not overly formal, but one that speaks in the manner of your target audience . If they’re a conservative firm, well then, maybe formality is called for. But more and more modern companies have a casual corporate culture, and formal writing could mistakenly cause them to think of you as old and outdated.

The last run should be proofing the copy. That means double-checking to ensure that spelling is correct, and there are no typos or grammatical mistakes. Whoever wrote the executive summary isn’t the best person to edit it, however. They can easily gloss over errors because of their familiarity with the work. Find someone who excels at copy-editing. If you deliver sloppy content, it shows a lack of professionalism that’ll surely color how a reader thinks of your company.

Criticism of Executive Summaries

While we’re advocating for the proper use of an executive summary, it’d be neglectful to avoid mentioning some critiques. The most common is that an executive summary by design is too simple to capture the complexity of a large and complicated project.

It’s true that many executives might only read the summary, and in so doing, miss the nuance of the proposal. That’s a risk. But if the executive summary follows the guidelines stated above, it should give a full picture of the proposal and create interest for the reader to delve deeper into the documents to get the details.

Remember, executive summaries can be written poorly or well. They can fail to focus on results or the solution to the proposal’s problem or do so in a vague, general way that has no impact on the reader. You can do a hundred things wrong, but if you follow the rules, then the onus falls on the reader.

ProjectManager Turns an Executive Summary Into a Project

Your executive summary got the project approved. Now the real work begins. ProjectManager is award-winning project management software that helps you organize tasks, projects and teams. We have everything you need to manage each phase of your project, so you can complete your work on time and under budget.

Work How You Want

Because project managers and teams work differently, our software is flexible. We have multiple project views, such as the kanban board, which visualizes workflow. Managers like the transparency it provides in the production cycle, while teams get to focus only on those tasks they have the capacity to complete. Are you more comfortable with tasks lists or Gantt charts? We have those, too.

Live Tracking for Better Management

To ensure your project meets time and cost expectations, we have features that monitor and track progress so you can control any deviations that might occur. Our software is cloud-based, so the data you see on our dashboard is always up to date, helping you make better decisions. Make that executive summary a reality with ProjectManager.

You’ve now researched and written a persuasive executive summary to lead your proposal. You’ve put in the work and the potential client sees that and contracts you for the project. However, if you don’t have a reliable set of project management tools like Gantt charts , kanban boards and project calendars at hand to plan, monitor and report on the work, then all that preparation will be for nothing.

ProjectManager is online project management software that gives you real-time data and a collaborative platform to work efficiently and productively. But don’t take our word for it, take a free 30-day trial.

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• How to Write a Summary | Guide & Examples

How to Write a Summary | Guide & Examples

Published on 25 September 2022 by Shona McCombes . Revised on 12 May 2023.

Summarising , or writing a summary, means giving a concise overview of a text’s main points in your own words. A summary is always much shorter than the original text.

There are five key steps that can help you to write a summary:

• Read the text
• Break it down into sections
• Identify the key points in each section
• Write the summary
• Check the summary against the article

Writing a summary does not involve critiquing or analysing the source. You should simply provide an accurate account of the most important information and ideas (without copying any text from the original).

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Table of contents

When to write a summary, step 1: read the text, step 2: break the text down into sections, step 3: identify the key points in each section, step 4: write the summary, step 5: check the summary against the article, frequently asked questions.

There are many situations in which you might have to summarise an article or other source:

• As a stand-alone assignment to show you’ve understood the material
• To keep notes that will help you remember what you’ve read
• To give an overview of other researchers’ work in a literature review

When you’re writing an academic text like an essay , research paper , or dissertation , you’ll integrate sources in a variety of ways. You might use a brief quote to support your point, or paraphrase a few sentences or paragraphs.

But it’s often appropriate to summarize a whole article or chapter if it is especially relevant to your own research, or to provide an overview of a source before you analyse or critique it.

In any case, the goal of summarising is to give your reader a clear understanding of the original source. Follow the five steps outlined below to write a good summary.

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You should read the article more than once to make sure you’ve thoroughly understood it. It’s often effective to read in three stages:

• Scan the article quickly to get a sense of its topic and overall shape.
• Read the article carefully, highlighting important points and taking notes as you read.
• Skim the article again to confirm you’ve understood the key points, and reread any particularly important or difficult passages.

There are some tricks you can use to identify the key points as you read:

• Start by reading the abstract . This already contains the author’s own summary of their work, and it tells you what to expect from the article.
• Pay attention to headings and subheadings . These should give you a good sense of what each part is about.
• Read the introduction and the conclusion together and compare them: What did the author set out to do, and what was the outcome?

To make the text more manageable and understand its sub-points, break it down into smaller sections.

If the text is a scientific paper that follows a standard empirical structure, it is probably already organised into clearly marked sections, usually including an introduction, methods, results, and discussion.

Other types of articles may not be explicitly divided into sections. But most articles and essays will be structured around a series of sub-points or themes.

Now it’s time go through each section and pick out its most important points. What does your reader need to know to understand the overall argument or conclusion of the article?

Keep in mind that a summary does not involve paraphrasing every single paragraph of the article. Your goal is to extract the essential points, leaving out anything that can be considered background information or supplementary detail.

In a scientific article, there are some easy questions you can ask to identify the key points in each part.

If the article takes a different form, you might have to think more carefully about what points are most important for the reader to understand its argument.

In that case, pay particular attention to the thesis statement —the central claim that the author wants us to accept, which usually appears in the introduction—and the topic sentences that signal the main idea of each paragraph.

Now that you know the key points that the article aims to communicate, you need to put them in your own words.

To avoid plagiarism and show you’ve understood the article, it’s essential to properly paraphrase the author’s ideas. Do not copy and paste parts of the article, not even just a sentence or two.

The best way to do this is to put the article aside and write out your own understanding of the author’s key points.

Examples of article summaries

Let’s take a look at an example. Below, we summarise this article , which scientifically investigates the old saying ‘an apple a day keeps the doctor away’.

An article summary like the above would be appropriate for a stand-alone summary assignment. However, you’ll often want to give an even more concise summary of an article.

For example, in a literature review or research paper, you may want to briefly summarize this study as part of a wider discussion of various sources. In this case, we can boil our summary down even further to include only the most relevant information.

Citing the source you’re summarizing

When including a summary as part of a larger text, it’s essential to properly cite the source you’re summarizing. The exact format depends on your citation style , but it usually includes an in-text citation and a full reference at the end of your paper.

You can easily create your citations and references in APA or MLA using our free citation generators.

APA Citation Generator MLA Citation Generator

Finally, read through the article once more to ensure that:

• You’ve accurately represented the author’s work
• You haven’t missed any essential information
• The phrasing is not too similar to any sentences in the original.

If you’re summarising many articles as part of your own work, it may be a good idea to use a plagiarism checker to double-check that your text is completely original and properly cited. Just be sure to use one that’s safe and reliable.

A summary is a short overview of the main points of an article or other source, written entirely in your own words.

Save yourself some time with the free summariser.

A summary is always much shorter than the original text. The length of a summary can range from just a few sentences to several paragraphs; it depends on the length of the article you’re summarising, and on the purpose of the summary.

With the summariser tool you can easily adjust the length of your summary.

You might have to write a summary of a source:

• As a stand-alone assignment to prove you understand the material
• For your own use, to keep notes on your reading
• To provide an overview of other researchers’ work in a literature review
• In a paper , to summarise or introduce a relevant study

To avoid plagiarism when summarising an article or other source, follow these two rules:

• Write the summary entirely in your own words by   paraphrasing the author’s ideas.
• Reference the source with an in-text citation and a full reference so your reader can easily find the original text.

An abstract concisely explains all the key points of an academic text such as a thesis , dissertation or journal article. It should summarise the whole text, not just introduce it.

An abstract is a type of summary , but summaries are also written elsewhere in academic writing . For example, you might summarise a source in a paper , in a literature review , or as a standalone assignment.

Cite this Scribbr article

If you want to cite this source, you can copy and paste the citation or click the ‘Cite this Scribbr article’ button to automatically add the citation to our free Reference Generator.

McCombes, S. (2023, May 12). How to Write a Summary | Guide & Examples. Scribbr. Retrieved 7 June 2024, from https://www.scribbr.co.uk/working-sources/how-to-write-a-summary/

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An executive summary is a thorough overview of a research report or other type of document that synthesizes key points for its readers, saving them time and preparing them to understand the study's overall content. It is a separate, stand-alone document of sufficient detail and clarity to ensure that the reader can completely understand the contents of the main research study. An executive summary can be anywhere from 1-10 pages long depending on the length of the report, or it can be the summary of more than one document [e.g., papers submitted for a group project].

Bailey, Edward, P. The Plain English Approach to Business Writing . (New York: Oxford University Press, 1997), p. 73-80 Todorovic, Zelimir William and Marietta Wolczacka Frye. “Writing Effective Executive Summaries: An Interdisciplinary Examination.” In United States Association for Small Business and Entrepreneurship. Conference Proceedings . (Decatur, IL: United States Association for Small Business and Entrepreneurship, 2009): pp. 662-691.

Importance of a Good Executive Summary

Although an executive summary is similar to an abstract in that they both summarize the contents of a research study, there are several key differences. With research abstracts, the author's recommendations are rarely included, or if they are, they are implicit rather than explicit. Recommendations are generally not stated in academic abstracts because scholars operate in a discursive environment, where debates, discussions, and dialogs are meant to precede the implementation of any new research findings. The conceptual nature of much academic writing also means that recommendations arising from the findings are distributed widely and not easily or usefully encapsulated. Executive summaries are used mainly when a research study has been developed for an organizational partner, funding entity, or other external group that participated in the research . In such cases, the research report and executive summary are often written for policy makers outside of academe, while abstracts are written for the academic community. Professors, therefore, assign the writing of executive summaries so students can practice synthesizing and writing about the contents of comprehensive research studies for external stakeholder groups.

When preparing to write, keep in mind that:

• An executive summary is not an abstract.
• An executive summary is not an introduction.
• An executive summary is not a preface.
• An executive summary is not a random collection of highlights.

Christensen, Jay. Executive Summaries Complete The Report. California State University Northridge; Clayton, John. "Writing an Executive Summary that Means Business." Harvard Management Communication Letter (July 2003): 2-4; Keller, Chuck. "Stay Healthy with a Winning Executive Summary." Technical Communication 41 (1994): 511-517; Murphy, Herta A., Herbert W. Hildebrandt, and Jane P. Thomas. Effective Business Communications . New York: McGraw-Hill, 1997; Vassallo, Philip. "Executive Summaries: Where Less Really is More." ETC.: A Review of General Semantics 60 (Spring 2003): 83-90 .

Structure and Writing Style

Writing an Executive Summary

Read the Entire Document This may go without saying, but it is critically important that you read the entire research study thoroughly from start to finish before you begin to write the executive summary. Take notes as you go along, highlighting important statements of fact, key findings, and recommended courses of action. This will better prepare you for how to organize and summarize the study. Remember this is not a brief abstract of 300 words or less but, essentially, a mini-paper of your paper, with a focus on recommendations.

Isolate the Major Points Within the Original Document Choose which parts of the document are the most important to those who will read it. These points must be included within the executive summary in order to provide a thorough and complete explanation of what the document is trying to convey.

Separate the Main Sections Closely examine each section of the original document and discern the main differences in each. After you have a firm understanding about what each section offers in respect to the other sections, write a few sentences for each section describing the main ideas. Although the format may vary, the main sections of an executive summary likely will include the following:

• An opening statement, with brief background information,
• The purpose of research study,
• Method of data gathering and analysis,
• Overview of findings, and,
• A description of each recommendation, accompanied by a justification. Note that the recommendations are sometimes quoted verbatim from the research study.

Combine the Information Use the information gathered to combine them into an executive summary that is no longer than 10% of the original document. Be concise! The purpose is to provide a brief explanation of the entire document with a focus on the recommendations that have emerged from your research. How you word this will likely differ depending on your audience and what they care about most. If necessary, selectively incorporate bullet points for emphasis and brevity. Re-read your Executive Summary After you've completed your executive summary, let it sit for a while before coming back to re-read it. Check to make sure that the summary will make sense as a separate document from the full research study. By taking some time before re-reading it, you allow yourself to see the summary with fresh, unbiased eyes.

Common Mistakes to Avoid

Length of the Executive Summary As a general rule, the correct length of an executive summary is that it meets the criteria of no more pages than 10% of the number of pages in the original document, with an upper limit of no more than ten pages [i.e., ten pages for a 100 page document]. This requirement keeps the document short enough to be read by your audience, but long enough to allow it to be a complete, stand-alone synopsis. Cutting and Pasting With the exception of specific recommendations made in the study, do not simply cut and paste whole sections of the original document into the executive summary. You should paraphrase information from the longer document. Avoid taking up space with excessive subtitles and lists, unless they are absolutely necessary for the reader to have a complete understanding of the original document. Consider the Audience Although unlikely to be required by your professor, there is the possibility that more than one executive summary will have to be written for a given document [e.g., one for policy-makers, one for private industry, one for philanthropists]. This may only necessitate the rewriting of the introduction and conclusion, but it could require rewriting the entire summary in order to fit the needs of the reader. If necessary, be sure to consider the types of audiences who may benefit from your study and make adjustments accordingly. Clarity in Writing One of the biggest mistakes you can make is related to the clarity of your executive summary. Always note that your audience [or audiences] are likely seeing your research study for the first time. The best way to avoid a disorganized or cluttered executive summary is to write it after the study is completed. Always follow the same strategies for proofreading that you would for any research paper. Use Strong and Positive Language Don’t weaken your executive summary with passive, imprecise language. The executive summary is a stand-alone document intended to convince the reader to make a decision concerning whether to implement the recommendations you make. Once convinced, it is assumed that the full document will provide the details needed to implement the recommendations. Although you should resist the temptation to pad your summary with pleas or biased statements, do pay particular attention to ensuring that a sense of urgency is created in the implications, recommendations, and conclusions presented in the executive summary. Be sure to target readers who are likely to implement the recommendations.

Bailey, Edward, P. The Plain English Approach to Business Writing . (New York: Oxford University Press, 1997), p. 73-80; Christensen, Jay. Executive Summaries Complete The Report. California State University Northridge; Executive Summaries. Writing@CSU. Colorado State University; Clayton, John. "Writing an Executive Summary That Means Business." Harvard Management Communication Letter , 2003; Executive Summary. University Writing Center. Texas A&M University;  Green, Duncan. Writing an Executive Summary.   Oxfam’s Research Guidelines series ; Guidelines for Writing an Executive Summary. Astia.org; Markowitz, Eric. How to Write an Executive Summary. Inc. Magazine, September, 15, 2010; Kawaski, Guy. The Art of the Executive Summary. "How to Change the World" blog; Keller, Chuck. "Stay Healthy with a Winning Executive Summary." Technical Communication 41 (1994): 511-517; The Report Abstract and Executive Summary. The Writing Lab and The OWL. Purdue University; Writing Executive Summaries. Effective Writing Center. University of Maryland; Kolin, Philip. Successful Writing at Work . 10th edition. (Boston, MA: Cengage Learning, 2013), p. 435-437; Moral, Mary. "Writing Recommendations and Executive Summaries." Keeping Good Companies 64 (June 2012): 274-278; Todorovic, Zelimir William and Marietta Wolczacka Frye. “Writing Effective Executive Summaries: An Interdisciplinary Examination.” In United States Association for Small Business and Entrepreneurship. Conference Proceedings . (Decatur, IL: United States Association for Small Business and Entrepreneurship, 2009): pp. 662-691.

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Project Management

10 executive summary examples and how to write one yourself (with ai).

February 14, 2024

In a world where people have the attention span of a goldfish (or less), we don’t make time to read long, detailed documents unless they are valuable to us. So, how do we convince the reader that the document is valuable? That’s where the executive summary comes in.

What is an Executive Summary?

1. identify the story, 2. bring the data, 3. expand on the benefits, 4. conclude powerfully, best practices for writing executive summary, 1. board report executive summary, 2. research report executive summary example from mckinsey, 3. study report executive summary by the un, 4. project performance report executive summary, 5. payroll report executive summary template, 6. mailchimp content style guide’s tl;dr, 7. clickup release notes, 8. the title and description of a new yorker article, 9. survey report executive summary by harvard, 10. meta executive summary with clickup ai.

An executive summary is a shorter version of a longer corporate document. It summarizes the salient points of a business plan, proposal, or report so executives can get the gist and read further about what matters to them.

In other words, the tl;dr (too long; didn’t read) version.

A typical executive summary includes:

• Problem statement
• Proposed solution
• Expected outcomes

This might vary depending on what you write an executive summary for. Let’s take the example of a project report. You might have to replace the proposed solution and expected outcomes with execution solutions and actual outcomes achieved, respectively. Or, if you’re writing a business plan, research proposal, or market analysis, you might include your methodology, too.

Now that you know the purpose of an executive summary, let’s see how to write one.

How to Write Executive Summaries and Examples

While an executive summary is just a condensed version of a longer report, it isn’t easy to write. It needs to capture the essence of the report, outline the salient points, and tell a story as compelling as the full report. Here are some ways you can achieve that.

Just stating facts and data wouldn’t be a compelling read for anyone. So, identify the story that really impacts people’s lives. While industry terms like workflow optimization or cost control capture people’s attention, they don’t tell the real story behind your efforts. Focus on the latter.

If you’re writing the project executive summary in software development, you might begin with what matters to the reader as follows.

In 2020, the retail major was managing its inventory on spreadsheets. So, whenever a customer asked whether a product was in stock, a staff member had to walk across the 5000 sq. ft. store to check, often with the customer in tow. The new ABC digital inventory management system records stock in and out online in real time. The staff member can check and confirm in a flash. More pertinently, the customers themselves can check at any of the 25 kiosks throughout the store.

While the story is more important, data isn’t useless. Accurate and relevant data helps establish credibility. Your next section might say the following in the ABC digital inventory management system example.

Since the implementation of the ABC inventory management system, the retail major has seen: 85% decrease in time taken to check stock 75% decrease in time taken to find where stock is placed

The data demonstrates that there has been real improvement. However, for the reader to understand its impact, you must explain the benefits. This can be done with real-life scenarios or even quotes. For example,

Adrian, the customer service manager at the Central Park store, says, “Now, from anywhere—a kiosk, the checkout counter, or my mobile phone—I can quickly check stock and confirm we have the products the customer needs. I see that customers are delighted at getting their answers instantly.”

You can also use data to do this. For example, you can explain how the decreased time taken to check stock has increased staff productivity, customer satisfaction, or company revenue. Or you can include your suggestions here. Based on your observations, explain the process improvement methodologies you recommend.

This is the time to complete the story. Here, talk about how your project has delivered the changes in the present and sets up for an even more prosperous future. This could be something like:

The ABC inventory management system marks the first step in the retail major’s digital transformation journey. By Q2 next year, we will link the store solution to the e-commerce inventory platform to give 360-degree visibility into the stock situation. This would also enable a new sales channel in the form of Buy Online, Pick Up in Store (BOPIS), enabling same-day fulfillment.

While you write your executive summary, here are some best practices to remember.

Keep it short and simple : The length might depend on the report you’re summarizing, but it’s best to keep it under one page for quick reading. Also, avoid cliches and jargon; make it easy to read. A quick business plan under one page is the best first impression you can make.

Focus on the target audience : Not all executive summaries are read by business executives. Often, you might want to address your summary to peers, vendors, partners, or even teens. Know your target audience and customize your executive summary accordingly.

Use the right tool : You can, of course, use Notepad or Word doc to write your executive summaries. But give it a boost with modern document software like ClickUp Docs .

• Use rich formatting features without jumping through hoops
• Style the critical information with color-coded banners, buttons, and more
• Collaborate in real time with comments, action items, and trackable tasks
• Securely share with anyone with appropriate access controls

Pick a suitable template : If it’s your first time writing an executive summary, we’ve got your back. Fire up one of ClickUp’s executive summary templates or content writing templates , and kickstart your work.

Get the AI boost : If you’ve thoughtfully created your report, you can write your executive summary much quicker with one of the many AI writing tools . For instance, ClickUp AI offers a single-click summarize option right on ClickUp Docs.

What’s more? ClickUp AI supports you in brainstorming new ideas, writing the first drafts of your executive summaries, and proofreading them for good measure.

10 Executive Summary Examples

Now that we have discussed the theory of executive summary writing, let’s look at some examples to see what it looks like in practice. Here are ten to learn from or emulate.

Periodically, the board would expect to see a report on the organization’s performance. Various departments typically write their reports, which are consolidated into a board report. An effective executive summary of this would include the following.

• Revenue and expenditure
• Key areas of focus
• Critical success factors
• Financial information
• Challenges and roadblocks

This ClickUp Board Report Summary Template brings all these aspects together to get you started on your executive summary right away. You can customize this free executive summary template to suit your needs and fill in the data as appropriate.

McKinsey, one of the world’s leading consulting firms, publishes dozens of research reports annually. For every one of them, they write executive summaries, often called ‘in brief.’

In this report titled, ‘ Performance through people: Transforming human capital into competitive advantage ,’ the executive summary takes a two-pronged approach. It presents key insights in text on one page and data in infographics on the next.

Insights in text : The report begins by directly addressing the primary purpose of the research. Below are the first few sentences.

How does developing talent affect financial returns for firms? This research finds that companies with a dual focus on developing human capital and managing it well have a performance edge.

This section summarizes the key insights from the research. The headlines of each section are presented in bold, making it easy for the reader to skim.

Data in visuals : The text section is followed by an infographic of the key findings from the data. Within one page, it presents all the graphs relevant to the reader engagingly.

Within two pages, McKinsey gives the reader a bird’s eye view of what to expect, customized for the target market, from the 40-page document.

You can read the executive summary of this report on McKinsey’s website .

The Adaptation Gap Report 2023 by the United Nations Environment Programme is a 112-page report with a rather detailed executive summary, stretching eight pages. The depth of information and seriousness of the topics covered demand an extended executive summary.

Yet, the writers make every effort to make it engaging with a combination of typography, design, and graphs. It begins with the following.

Despite the clear signs of accelerating climate risks and impacts worldwide, the adaptation finance gap is widening and now stands at between US$194 billion and US$366 billion per year. Adaptation finance needs are 10–18 times as great as current international public adaptation finance flows – at least 50 percent higher than previously estimated.

In the following pages, it presents graphs to demonstrate the underpinnings of these key findings.

Every project manager creates performance reports at the end of each week, month, or quarter. This typically includes the tasks tracking , burn up, burn down, hours spent, etc.

While this can be written down in a list, presenting this information as a slide with visual elements is far more effective.

One way to achieve this is to use ClickUp’s project summary templates , which offer custom-designed templates for various project management purposes.

The other way is to use the dynamic reports on the ClickUp Dashboard , which brings together all the key metrics and keeps them updated in real time for you to share with anyone you’d like to.

Human resources or people management teams create payroll reports, typically in spreadsheets, for every payment period—bi-weekly or monthly. This data is also helpful for building financial projections. For the senior finance leaders, they often create an executive summary of critical information, such as:

• Total salaries paid
• Deductions across categories
• Year-to-date salary expenses
• Paid time off credits
• Net pay summary

ClickUp’s Payroll Summary Report Template can save time by automatically gathering all relevant data from the platform. When data is unavailable on ClickUp, you can highlight any text to @mention team members who can fill in the correct information.

Once complete, you can update the Doc’s settings for access control and share it with the management team instantly.

A company description or how it projects itself is often important to stand out in a crowded market. Mailchimp stood out with its style guide. The guide is comprehensive and widely used by smaller content teams that don’t yet have their own.

Mailchimp has made it public and available under a Creative Commons Attribution-NonCommercial 4.0 International license for anyone to adapt to their needs.

While every section in this style guide is engaging and valuable, for the purposes of this article, we want to draw your attention to the tl;dr section , which acts as a quasi-executive summary.

It is a bulleted list of seven sub-sections, highlighting the foundations of Mailchimp’s writing style.

The striking thing about this tl;dr version is its simplicity. Even without any visual elements, infographics, or charts, this page gives readers a real and actionable summary of the entire style guide.

When we speak of executive summary, we almost always think of a smaller version of an entire document. It need not be so.

For a software engineering team, the release notes are a kind of executive summary of all the changes/upgrades made in the latest version.

Take the example of ClickUp’s release notes 3.04 . Each release gets:

• An organized yet concise summary of all the changes that have been made
• “ClickTips” to help readers make the best use of new features
• Visuals and app images to show how the changes look
• Links to help pages of each of those features so the reader can learn more
• A list of bugs fixed
• And any other resources, such as on-demand webinars or training

These release notes inform users and developers of the latest upgrades to the ClickUp platform without overwhelming them with the details.

The New Yorker Magazine wrote a 10,000-word profile of Geoffrey Hinton , a computer scientist and cognitive psychologist, for their November 20, 2023 issue, titled ‘Metamorphosis.’ Even in podcast form, it’s over 60 minutes long.

When it was published online, they needed a title and description that summarized the article in a way that attracted a lay reader’s attention to click and read. The headline captures the primary conflict explored in the article. The description introduces the protagonist.

While this is typically not what we’d categorize as an executive summary, it is a fantastic example of capturing the essence of a long article in a few powerful words.

This executive summary serves as an inspiration for writers, irrespective of what you’re writing about, to summarize their main points not just briefly but also powerfully and attractively.

In the spring of 2019, Harvard University conducted its first-ever survey about campus culture. The executive summary of the report on these survey responses makes for great reading. It is also a great example of how to honestly and authentically present key findings, even unpleasant ones.

The executive summary is honest on multiple fronts. It admits that:

• 2019 was the first time in history that Harvard surveyed campus culture
• Three in ten of the Harvard community don’t feel like they belong
• 34% of students disagreed with the belief that Harvard will take appropriate action against incidents of harassment and discrimination
• Those from historically underrepresented and disadvantaged groups reported less positive views

At the end of this, the executive summary outlines the specific steps Harvard will take to address these responses from the community.

Project managers can use this as inspiration for handling executive summaries of projects that have gone awry. It helps leaders take responsibility for what has occurred and build systems to prevent future mistakes.

Not all executive summaries have to be written manually by you. A free executive summary template is also something to explore. Plenty of tools offer it. Dozens of AI tools for automation can summarize text in seconds. Here’s what ClickUp AI returned when we inserted the article above and asked for a summary.

The article discusses the purpose and importance of an executive summary, which provides a brief overview of detailed documents, making them more palatable for readers with limited time. Executive summaries typically include problem statements, proposed solutions, expected outcomes, and a conclusion. To create a compelling summary, it’s crucial to identify the main story, incorporate relevant data, expand on benefits, and conclude powerfully. The use of modern document software like ClickUp Docs and AI tools like ClickUp AI can enhance the quality and efficiency of writing executive summaries. The article also provides practical examples of executive summaries across different fields, showcasing their versatility and applicability. This provides a great starting point for those who fear the blank page. You can now edit this to add details, add images, or insert a quote.

With ClickUp AI, you can choose the tone (from professional, straightforward, inspirational, optimistic, casual, confident, friendly, or humorous) and creativity (low, medium, and high) to customize the summary to your needs.

That’s not all! For project managers and business leaders, ClickUp AI offers a wide range of writing and summarizing tools for scope documents, project briefs, meeting agendas, statements of work, survey questions, and more.

You can tag people to invite input or feedback. You can also convert comments into tasks and manage them effortlessly, all in one place.

Never used AI for writing before? No worries there, too. Here are AI prompt templates that will get you started instantly.

With a custom-built AI assistant tailored to your role, you can work faster, write better, spark creativity, and be significantly more productive.

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Top 5 Summary Report Templates with Samples and Examples

Dikshita Sharma

Whether you want to present your report on audit, training, or internship if your data is complex or cluttered the readers might not pay attention. To save time and make the reading experience easy-going, investing in summary reports for your business is a good idea.  Though it does not matter what type of report you are dealing with, what matters the most is that the message and the data in your reports are understandable. In other words, your summary report should emphasize the key takeaways and significant aspects of a report in the briefest manner possible.

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Summary Report: An Attention-Grabbing Key Element

A summary report is a sort of report where data from transactions is presented in a summarized and to-the-point version.

Additionally, summary reports work with simple "flat" data sources to prevent the need of explaining subjects that may take hours or days, otherwise. Therefore, their length should be around 1/3 of the original text’s length.

If you are bored of having futile strategies that don't give results, it's time to explore our extensive guide on annual report summary and cover all operations, financial scenarios, etc. in your organization.

Don't spend too much time writing long and bulky reports, and provide a summarized overview of your document with SlideTeam’s comprehensive blog on Summary Report Templates. Be succinct, but meaningful without templates; let's explore these now!

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Looking for a way to curate an eye-catching executive summary to attract clients and consumers?  Go for our startup company’s executive summary report. This professionally designed Template is primarily used to highlight executive summary, revenue model, company overview, problems and solutions, and so on. Customize this one-page template as per your needs and showcase how you are going to utilize the collected funds.

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Summary Report is A Must- Have!

Whether we talk about book reports where a summary report presents the overall story in simpler or shorter terms, or a financial cost report which may summarize the average list of commissions and total sales, it is an indispensable aspect of every field. The overall purpose of a summary report is to convince stakeholders or readers to believe in your brand. So, what are you waiting for? Grab these Top 5 Summary Report templates knocking at your door and present an attention-grabbing report of your next project.

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FAQs on Summary Report Templates

How do you write a summary of a report.

Understanding a summary report in one thing, writing it is another. Are you still unsure how to write one? No worries! Follow the below mentioned steps and create an amazing summary report to impress your keyholders:

1) Your primary goal for creating a summary report is to make it informative. You should try to grab the attention of your audience and motivate them to read the rest of the document.

2) Make sure that the language of your summary report is easy to understand. Avoid using complicated terms and sidestep any sort of confusion with your positive tone.

3) Devote a specific part of your summary report for future strategies such as showcasing competitive advantages, specific marketing insights, target market, upcoming projects, etc.

4) Make one section for financial and sales forecasts for the next 1-3 years with your breakeven points which predict how your goals will bring profit to your company.

5) Don't forget to mention the funding needs for your project because it persuades the investors to fund your projects.

6) With sample templates, you can create your summary report without starting from scratch, and hence can save more time.

7) Last but not least, don’t include any information that may be redundant, and try to make it as concise and crisp as possible.

What are summary reports used for?

A summary report is a brief overview of a long report or document because it focuses on key topics and the most important data. Basically, it brings out the gist of data rather than discussing everything in detail. Therefore, this document is useful for C- level managers who want to have insight into the latest business performance but they do not have much time to read the whole report.

What does a summary report include?

The elements of a summary report may vary depending on the type of your document, such as a business plan, project, financial plan, budget statement, etc. But, there are some universal components. These are:

1) Purpose: In the opening statement, you should introduce the purpose of the summary report, i.e. What you want to achieve with this document, what your desired objectives are, etc.

2) Problems: The second thing you need to outline is what specific problems you are dealing with, such as whether they are product plans related or marketing strategies related.

3) Solutions: Once you have introduced your problems to the stakeholder, it is time to proceed with solutions to solve the issues with as many details as you can.

4) ‘Why Now’ segment: It showcases why you need to solve the problem on time because you do not want clients to think that there is ample time to fix the issues. Displaying urgency can make your summary report more impactful.

5) Conclusion: A concise and well-defined conclusion stays with your reader.

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Everything You Need To Know About Writing a Summary

Wondering why summary writing is important? Knowing how to compose one is an essential skill not just for students but for anyone who wants to understand and communicate complex ideas clearly. In this post, we’ll provide five easy steps and more to teach you how to write a summary.

Table of Contents

What is a summary, how to write a summary in five easy steps, example of a summary, tips on writing a good summary.

Mastering the art of summary writing is crucial, but do you know why? Well, you might be surprised to learn that knowing how to craft one can help you become a better learner and communicator. If you have yet to sharpen this skill set, don’t worry. Below, we’ll go through five easy steps to write a good summary , complete with examples and tips.

Let’s begin!

A summary is a concise distillation of a larger body of work that briefly but thoroughly encapsulates its main ideas and essential points. It is designed to give the reader a clear understanding of the original project without needing to read it in full.  

Being able to restate in your own words what you’ve just read is a sign that you’ve truly absorbed and understood the information. In contrast, merely memorizing facts is not a good indication of comprehension. In other words, if you can’t concisely summarize something, you haven’t fully grasped the concept.

The word summary is a noun that refers to the “concise but comprehensive rewriting of an original body of work.”

• I had to write a summary of one of Mark Twain’s stories.

The verb form of this word is to summarize , which means “to provide a summary of something.”

• She missed the presentation, so I summarized it for her.

Now that we’ve reviewed what a summary entails, let’s get to the fun part: writing one!

Keep in mind that summaries can encompass a wide range of subjects, including books, articles, movies, meetings, and more. Also, a summarization isn’t necessarily always confined to writing; you can verbally summarize something, too. However, the steps below are designed to help you compose a written summary.

1. Read and take notes. 

First things first: Read or watch the original work you’ll be summarizing. While you do, take brief pauses and explain to yourself what you just read or watched. As the main ideas start becoming clear to you, take notes. This will make the writing process easier.

2. Start with an introductory sentence.

In academic and formal contexts, summaries typically begin with an introductory sentence that states the work’s title and author. This sets the stage for the reader by immediately identifying what is being discussed. However, if the work has already been identified, it may not be necessary to start with the title and author. For example, if you’re in a class that is currently discussing Shakespeare’s Romeo and Juliet, then you may not need to include that information in the introduction.

3. Explain the main points.

Identify and elaborate on the main arguments or messages, and seek supporting evidence, topic sentences, or thesis statements .

It’s also a good idea to focus on the what, how, and why:

• What are the key ideas or events?
• How do they develop throughout the work?
• Why are they important to the work’s overall message?

Remember, be selective in what you include. Summaries are about the bigger picture, not the small details. 

4. Organize your summary to ensure a smooth flow.

Your summary should be coherent and easy to read. Therefore, you should use transition words to ensure logical progression from one idea to the next. It’s best to structure your summary similarly to the original work. Despite being a condensed version, it should still stand on its own as a cohesive piece of writing. In other words, ensure that there is a clear beginning, middle, and end.

5. Conclude by restating the author’s thesis. 

Finish your summary with a clear statement that effectively captures the author’s main argument or purpose. Keep in mind that the conclusion of a summary should not introduce new information but instead provide a sense of closure. This will leave the reader with a comprehensive understanding of the original text.

Imagine you’re taking a class on Shakespeare, and you’re assigned to write a one-paragraph summary of Romeo and Juliet. It should be similar to the following example:

“Romeo and Juliet” is a tragic play that tells the story of two young, star-crossed lovers. It begins with a street brawl between servants from the wealthy Montague and Capulet families and ends with two shocking deaths that ultimately reconcile a long-time feud. Romeo, a Montague, falls in love with Juliet, a Capulet, at a masquerade ball. Despite their families’ conflict, they marry in secret. After Romeo is banished for avenging the death of his friend, Juliet fakes her death to be with him. The plan goes awry, leading to Romeo and Juliet’s actual deaths. When the families learn of the tragic sequence of events, they decide to end their bitter feud once and for all.

It’s important to note that the length of the summary depends on the assignment’s instructions. It is possible to write a longer summary of Romeo and Juliet, if needed, by providing some more details and elaborating on the play’s themes.

How Long Should a Summary Be?

Some guidelines suggest that summaries should be 10%-30% of the original work, so it often depends on the complexity of the text and the intended purpose. If you’re writing a summary for school and are unsure how long it should be, ask your instructor for clarification.

As you work on your summary, keep the following tips in mind:

Take notes as you read.

We already mentioned this, but it’s worth reiterating. Taking notes as you read the original work is an easy way to simplify the summary writing process. The notes don’t have to be extensive; they just have to help you remember the important points.

Use your own words.

Don’t just copy and paste from the original work. Instead, analyze it and restate it. Imagine you and a friend just read an article. You understand it, but your friend doesn’t. You wouldn’t just reread it, hoping that a second reading would miraculously become clearer, right? No, you’d reword it. That’s precisely what you have to do when writing a summary.

Do not include opinions or interpretations.

A summary’s purpose is to restate the original text concisely. Avoid writing about your opinions or judgments about the work, and do not include elaborate interpretations.

Ensure proper spelling, grammar, and punctuation.

You can follow all the steps above and even ensure you abide by these tips. But if your summary is riddled with errors, it won’t be as effective. A simple way to ensure flawless spelling, grammar, and punctuation is to use LanguageTool as your personal writing assistant. Not only will it correct any mistakes, but it will also enhance your style. Plus, it supports more than thirty languages and dialects, so whether you’re writing in your native tongue or your second language, your instructors will be utterly impressed with your prose.

Go ahead and give it a try today!

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Home » Research Summary – Structure, Examples and Writing Guide

Research Summary – Structure, Examples and Writing Guide

Table of Contents

Research Summary

Definition:

A research summary is a brief and concise overview of a research project or study that highlights its key findings, main points, and conclusions. It typically includes a description of the research problem, the research methods used, the results obtained, and the implications or significance of the findings. It is often used as a tool to quickly communicate the main findings of a study to other researchers, stakeholders, or decision-makers.

Structure of Research Summary

The Structure of a Research Summary typically include:

• Introduction : This section provides a brief background of the research problem or question, explains the purpose of the study, and outlines the research objectives.
• Methodology : This section explains the research design, methods, and procedures used to conduct the study. It describes the sample size, data collection methods, and data analysis techniques.
• Results : This section presents the main findings of the study, including statistical analysis if applicable. It may include tables, charts, or graphs to visually represent the data.
• Discussion : This section interprets the results and explains their implications. It discusses the significance of the findings, compares them to previous research, and identifies any limitations or future directions for research.
• Conclusion : This section summarizes the main points of the research and provides a conclusion based on the findings. It may also suggest implications for future research or practical applications of the results.
• References : This section lists the sources cited in the research summary, following the appropriate citation style.

How to Write Research Summary

Here are the steps you can follow to write a research summary:

• Read the research article or study thoroughly: To write a summary, you must understand the research article or study you are summarizing. Therefore, read the article or study carefully to understand its purpose, research design, methodology, results, and conclusions.
• Identify the main points : Once you have read the research article or study, identify the main points, key findings, and research question. You can highlight or take notes of the essential points and findings to use as a reference when writing your summary.
• Write the introduction: Start your summary by introducing the research problem, research question, and purpose of the study. Briefly explain why the research is important and its significance.
• Summarize the methodology : In this section, summarize the research design, methods, and procedures used to conduct the study. Explain the sample size, data collection methods, and data analysis techniques.
• Present the results: Summarize the main findings of the study. Use tables, charts, or graphs to visually represent the data if necessary.
• Interpret the results: In this section, interpret the results and explain their implications. Discuss the significance of the findings, compare them to previous research, and identify any limitations or future directions for research.
• Conclude the summary : Summarize the main points of the research and provide a conclusion based on the findings. Suggest implications for future research or practical applications of the results.
• Revise and edit : Once you have written the summary, revise and edit it to ensure that it is clear, concise, and free of errors. Make sure that your summary accurately represents the research article or study.
• Add references: Include a list of references cited in the research summary, following the appropriate citation style.

Example of Research Summary

Here is an example of a research summary:

Title: The Effects of Yoga on Mental Health: A Meta-Analysis

Introduction: This meta-analysis examines the effects of yoga on mental health. The study aimed to investigate whether yoga practice can improve mental health outcomes such as anxiety, depression, stress, and quality of life.

Methodology : The study analyzed data from 14 randomized controlled trials that investigated the effects of yoga on mental health outcomes. The sample included a total of 862 participants. The yoga interventions varied in length and frequency, ranging from four to twelve weeks, with sessions lasting from 45 to 90 minutes.

Results : The meta-analysis found that yoga practice significantly improved mental health outcomes. Participants who practiced yoga showed a significant reduction in anxiety and depression symptoms, as well as stress levels. Quality of life also improved in those who practiced yoga.

Discussion : The findings of this study suggest that yoga can be an effective intervention for improving mental health outcomes. The study supports the growing body of evidence that suggests that yoga can have a positive impact on mental health. Limitations of the study include the variability of the yoga interventions, which may affect the generalizability of the findings.

Conclusion : Overall, the findings of this meta-analysis support the use of yoga as an effective intervention for improving mental health outcomes. Further research is needed to determine the optimal length and frequency of yoga interventions for different populations.

References :

• Cramer, H., Lauche, R., Langhorst, J., Dobos, G., & Berger, B. (2013). Yoga for depression: a systematic review and meta-analysis. Depression and anxiety, 30(11), 1068-1083.
• Khalsa, S. B. (2004). Yoga as a therapeutic intervention: a bibliometric analysis of published research studies. Indian journal of physiology and pharmacology, 48(3), 269-285.
• Ross, A., & Thomas, S. (2010). The health benefits of yoga and exercise: a review of comparison studies. The Journal of Alternative and Complementary Medicine, 16(1), 3-12.

Purpose of Research Summary

The purpose of a research summary is to provide a brief overview of a research project or study, including its main points, findings, and conclusions. The summary allows readers to quickly understand the essential aspects of the research without having to read the entire article or study.

Research summaries serve several purposes, including:

• Facilitating comprehension: A research summary allows readers to quickly understand the main points and findings of a research project or study without having to read the entire article or study. This makes it easier for readers to comprehend the research and its significance.
• Communicating research findings: Research summaries are often used to communicate research findings to a wider audience, such as policymakers, practitioners, or the general public. The summary presents the essential aspects of the research in a clear and concise manner, making it easier for non-experts to understand.
• Supporting decision-making: Research summaries can be used to support decision-making processes by providing a summary of the research evidence on a particular topic. This information can be used by policymakers or practitioners to make informed decisions about interventions, programs, or policies.
• Saving time: Research summaries save time for researchers, practitioners, policymakers, and other stakeholders who need to review multiple research studies. Rather than having to read the entire article or study, they can quickly review the summary to determine whether the research is relevant to their needs.

Characteristics of Research Summary

The following are some of the key characteristics of a research summary:

• Concise : A research summary should be brief and to the point, providing a clear and concise overview of the main points of the research.
• Objective : A research summary should be written in an objective tone, presenting the research findings without bias or personal opinion.
• Comprehensive : A research summary should cover all the essential aspects of the research, including the research question, methodology, results, and conclusions.
• Accurate : A research summary should accurately reflect the key findings and conclusions of the research.
• Clear and well-organized: A research summary should be easy to read and understand, with a clear structure and logical flow.
• Relevant : A research summary should focus on the most important and relevant aspects of the research, highlighting the key findings and their implications.
• Audience-specific: A research summary should be tailored to the intended audience, using language and terminology that is appropriate and accessible to the reader.
• Citations : A research summary should include citations to the original research articles or studies, allowing readers to access the full text of the research if desired.

When to write Research Summary

Here are some situations when it may be appropriate to write a research summary:

• Proposal stage: A research summary can be included in a research proposal to provide a brief overview of the research aims, objectives, methodology, and expected outcomes.
• Conference presentation: A research summary can be prepared for a conference presentation to summarize the main findings of a study or research project.
• Journal submission: Many academic journals require authors to submit a research summary along with their research article or study. The summary provides a brief overview of the study’s main points, findings, and conclusions and helps readers quickly understand the research.
• Funding application: A research summary can be included in a funding application to provide a brief summary of the research aims, objectives, and expected outcomes.
• Policy brief: A research summary can be prepared as a policy brief to communicate research findings to policymakers or stakeholders in a concise and accessible manner.

Advantages of Research Summary

Research summaries offer several advantages, including:

• Time-saving: A research summary saves time for readers who need to understand the key findings and conclusions of a research project quickly. Rather than reading the entire research article or study, readers can quickly review the summary to determine whether the research is relevant to their needs.
• Clarity and accessibility: A research summary provides a clear and accessible overview of the research project’s main points, making it easier for readers to understand the research without having to be experts in the field.
• Improved comprehension: A research summary helps readers comprehend the research by providing a brief and focused overview of the key findings and conclusions, making it easier to understand the research and its significance.
• Enhanced communication: Research summaries can be used to communicate research findings to a wider audience, such as policymakers, practitioners, or the general public, in a concise and accessible manner.
• Facilitated decision-making: Research summaries can support decision-making processes by providing a summary of the research evidence on a particular topic. Policymakers or practitioners can use this information to make informed decisions about interventions, programs, or policies.
• Increased dissemination: Research summaries can be easily shared and disseminated, allowing research findings to reach a wider audience.

Limitations of Research Summary

Limitations of the Research Summary are as follows:

• Limited scope: Research summaries provide a brief overview of the research project’s main points, findings, and conclusions, which can be limiting. They may not include all the details, nuances, and complexities of the research that readers may need to fully understand the study’s implications.
• Risk of oversimplification: Research summaries can be oversimplified, reducing the complexity of the research and potentially distorting the findings or conclusions.
• Lack of context: Research summaries may not provide sufficient context to fully understand the research findings, such as the research background, methodology, or limitations. This may lead to misunderstandings or misinterpretations of the research.
• Possible bias: Research summaries may be biased if they selectively emphasize certain findings or conclusions over others, potentially distorting the overall picture of the research.
• Format limitations: Research summaries may be constrained by the format or length requirements, making it challenging to fully convey the research’s main points, findings, and conclusions.
• Accessibility: Research summaries may not be accessible to all readers, particularly those with limited literacy skills, visual impairments, or language barriers.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Lab Report Format: Step-by-Step Guide & Examples

Saul Mcleod, PhD

Editor-in-Chief for Simply Psychology

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul Mcleod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

Learn about our Editorial Process

Olivia Guy-Evans, MSc

Associate Editor for Simply Psychology

BSc (Hons) Psychology, MSc Psychology of Education

Olivia Guy-Evans is a writer and associate editor for Simply Psychology. She has previously worked in healthcare and educational sectors.

On This Page:

In psychology, a lab report outlines a study’s objectives, methods, results, discussion, and conclusions, ensuring clarity and adherence to APA (or relevant) formatting guidelines.

A typical lab report would include the following sections: title, abstract, introduction, method, results, and discussion.

The title page, abstract, references, and appendices are started on separate pages (subsections from the main body of the report are not). Use double-line spacing of text, font size 12, and include page numbers.

The report should have a thread of arguments linking the prediction in the introduction to the content of the discussion.

This must indicate what the study is about. It must include the variables under investigation. It should not be written as a question.

Title pages should be formatted in APA style .

The abstract provides a concise and comprehensive summary of a research report. Your style should be brief but not use note form. Look at examples in journal articles . It should aim to explain very briefly (about 150 words) the following:

• Start with a one/two sentence summary, providing the aim and rationale for the study.
• Describe participants and setting: who, when, where, how many, and what groups?
• Describe the method: what design, what experimental treatment, what questionnaires, surveys, or tests were used.
• Describe the major findings, including a mention of the statistics used and the significance levels, or simply one sentence summing up the outcome.
• The final sentence(s) outline the study’s “contribution to knowledge” within the literature. What does it all mean? Mention the implications of your findings if appropriate.

The abstract comes at the beginning of your report but is written at the end (as it summarises information from all the other sections of the report).

Introduction

The purpose of the introduction is to explain where your hypothesis comes from (i.e., it should provide a rationale for your research study).

Ideally, the introduction should have a funnel structure: Start broad and then become more specific. The aims should not appear out of thin air; the preceding review of psychological literature should lead logically into the aims and hypotheses.

• Start with general theory, briefly introducing the topic. Define the important key terms.
• Explain the theoretical framework.
• Summarise and synthesize previous studies – What was the purpose? Who were the participants? What did they do? What did they find? What do these results mean? How do the results relate to the theoretical framework?
• Rationale: How does the current study address a gap in the literature? Perhaps it overcomes a limitation of previous research.
• Aims and hypothesis. Write a paragraph explaining what you plan to investigate and make a clear and concise prediction regarding the results you expect to find.

There should be a logical progression of ideas that aids the flow of the report. This means the studies outlined should lead logically to your aims and hypotheses.

Do be concise and selective, and avoid the temptation to include anything in case it is relevant (i.e., don’t write a shopping list of studies).

USE THE FOLLOWING SUBHEADINGS:

Participants

• How many participants were recruited?
• Say how you obtained your sample (e.g., opportunity sample).
• Give relevant demographic details (e.g., gender, ethnicity, age range, mean age, and standard deviation).
• State the experimental design .
• What were the independent and dependent variables ? Make sure the independent variable is labeled and name the different conditions/levels.
• For example, if gender is the independent variable label, then male and female are the levels/conditions/groups.
• How were the IV and DV operationalized?
• Identify any controls used, e.g., counterbalancing and control of extraneous variables.
• List all the materials and measures (e.g., what was the title of the questionnaire? Was it adapted from a study?).
• You do not need to include wholesale replication of materials – instead, include a ‘sensible’ (illustrate) level of detail. For example, give examples of questionnaire items.
• Include the reliability (e.g., alpha values) for the measure(s).
• Describe the precise procedure you followed when conducting your research, i.e., exactly what you did.
• Describe in sufficient detail to allow for replication of findings.
• Be concise in your description and omit extraneous/trivial details, e.g., you don’t need to include details regarding instructions, debrief, record sheets, etc.
• Assume the reader has no knowledge of what you did and ensure that he/she can replicate (i.e., copy) your study exactly by what you write in this section.
• Write in the past tense.
• Don’t justify or explain in the Method (e.g., why you chose a particular sampling method); just report what you did.
• Only give enough detail for someone to replicate the experiment – be concise in your writing.
• The results section of a paper usually presents descriptive statistics followed by inferential statistics.
• Report the means, standard deviations, and 95% confidence intervals (CIs) for each IV level. If you have four to 20 numbers to present, a well-presented table is best, APA style.
• Name the statistical test being used.
• Report appropriate statistics (e.g., t-scores, p values ).
• Report the magnitude (e.g., are the results significant or not?) as well as the direction of the results (e.g., which group performed better?).
• It is optional to report the effect size (this does not appear on the SPSS output).
• Avoid interpreting the results (save this for the discussion).
• Make sure the results are presented clearly and concisely. A table can be used to display descriptive statistics if this makes the data easier to understand.
• DO NOT include any raw data.
• Follow APA style.

Use APA Style

• Numbers reported to 2 d.p. (incl. 0 before the decimal if 1.00, e.g., “0.51”). The exceptions to this rule: Numbers which can never exceed 1.0 (e.g., p -values, r-values): report to 3 d.p. and do not include 0 before the decimal place, e.g., “.001”.
• Percentages and degrees of freedom: report as whole numbers.
• Statistical symbols that are not Greek letters should be italicized (e.g., M , SD , t , X 2 , F , p , d ).
• Include spaces on either side of the equals sign.
• When reporting 95%, CIs (confidence intervals), upper and lower limits are given inside square brackets, e.g., “95% CI [73.37, 102.23]”
• Outline your findings in plain English (avoid statistical jargon) and relate your results to your hypothesis, e.g., is it supported or rejected?
• Compare your results to background materials from the introduction section. Are your results similar or different? Discuss why/why not.
• How confident can we be in the results? Acknowledge limitations, but only if they can explain the result obtained. If the study has found a reliable effect, be very careful suggesting limitations as you are doubting your results. Unless you can think of any c onfounding variable that can explain the results instead of the IV, it would be advisable to leave the section out.
• Suggest constructive ways to improve your study if appropriate.
• What are the implications of your findings? Say what your findings mean for how people behave in the real world.
• Suggest an idea for further research triggered by your study, something in the same area but not simply an improved version of yours. Perhaps you could base this on a limitation of your study.
• Concluding paragraph – Finish with a statement of your findings and the key points of the discussion (e.g., interpretation and implications) in no more than 3 or 4 sentences.

Reference Page

The reference section lists all the sources cited in the essay (alphabetically). It is not a bibliography (a list of the books you used).

In simple terms, every time you refer to a psychologist’s name (and date), you need to reference the original source of information.

If you have been using textbooks this is easy as the references are usually at the back of the book and you can just copy them down. If you have been using websites then you may have a problem as they might not provide a reference section for you to copy.

References need to be set out APA style :

Author, A. A. (year). Title of work . Location: Publisher.

Journal Articles

Author, A. A., Author, B. B., & Author, C. C. (year). Article title. Journal Title, volume number (issue number), page numbers

A simple way to write your reference section is to use Google scholar . Just type the name and date of the psychologist in the search box and click on the “cite” link.

Next, copy and paste the APA reference into the reference section of your essay.

Once again, remember that references need to be in alphabetical order according to surname.

Psychology Lab Report Example

Quantitative paper template.

Quantitative professional paper template: Adapted from “Fake News, Fast and Slow: Deliberation Reduces Belief in False (but Not True) News Headlines,” by B. Bago, D. G. Rand, and G. Pennycook, 2020,  Journal of Experimental Psychology: General ,  149 (8), pp. 1608–1613 ( https://doi.org/10.1037/xge0000729 ). Copyright 2020 by the American Psychological Association.

Qualitative paper template

Qualitative professional paper template: Adapted from “‘My Smartphone Is an Extension of Myself’: A Holistic Qualitative Exploration of the Impact of Using a Smartphone,” by L. J. Harkin and D. Kuss, 2020,  Psychology of Popular Media ,  10 (1), pp. 28–38 ( https://doi.org/10.1037/ppm0000278 ). Copyright 2020 by the American Psychological Association.

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How to Write a Literature Review | Guide, Examples, & Templates

Published on January 2, 2023 by Shona McCombes . Revised on September 11, 2023.

What is a literature review? A literature review is a survey of scholarly sources on a specific topic. It provides an overview of current knowledge, allowing you to identify relevant theories, methods, and gaps in the existing research that you can later apply to your paper, thesis, or dissertation topic .

There are five key steps to writing a literature review:

• Search for relevant literature
• Evaluate sources
• Identify themes, debates, and gaps
• Outline the structure
• Write your literature review

A good literature review doesn’t just summarize sources—it analyzes, synthesizes , and critically evaluates to give a clear picture of the state of knowledge on the subject.

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Table of contents

What is the purpose of a literature review, examples of literature reviews, step 1 – search for relevant literature, step 2 – evaluate and select sources, step 3 – identify themes, debates, and gaps, step 4 – outline your literature review’s structure, step 5 – write your literature review, free lecture slides, other interesting articles, frequently asked questions, introduction.

• Quick Run-through
• Step 1 & 2

When you write a thesis , dissertation , or research paper , you will likely have to conduct a literature review to situate your research within existing knowledge. The literature review gives you a chance to:

• Demonstrate your familiarity with the topic and its scholarly context
• Develop a theoretical framework and methodology for your research
• Position your work in relation to other researchers and theorists
• Show how your research addresses a gap or contributes to a debate
• Evaluate the current state of research and demonstrate your knowledge of the scholarly debates around your topic.

Writing literature reviews is a particularly important skill if you want to apply for graduate school or pursue a career in research. We’ve written a step-by-step guide that you can follow below.

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Writing literature reviews can be quite challenging! A good starting point could be to look at some examples, depending on what kind of literature review you’d like to write.

• Example literature review #1: “Why Do People Migrate? A Review of the Theoretical Literature” ( Theoretical literature review about the development of economic migration theory from the 1950s to today.)
• Example literature review #2: “Literature review as a research methodology: An overview and guidelines” ( Methodological literature review about interdisciplinary knowledge acquisition and production.)
• Example literature review #3: “The Use of Technology in English Language Learning: A Literature Review” ( Thematic literature review about the effects of technology on language acquisition.)
• Example literature review #4: “Learners’ Listening Comprehension Difficulties in English Language Learning: A Literature Review” ( Chronological literature review about how the concept of listening skills has changed over time.)

You can also check out our templates with literature review examples and sample outlines at the links below.

Download Word doc Download Google doc

Before you begin searching for literature, you need a clearly defined topic .

If you are writing the literature review section of a dissertation or research paper, you will search for literature related to your research problem and questions .

Make a list of keywords

Start by creating a list of keywords related to your research question. Include each of the key concepts or variables you’re interested in, and list any synonyms and related terms. You can add to this list as you discover new keywords in the process of your literature search.

• Social media, Facebook, Instagram, Twitter, Snapchat, TikTok
• Body image, self-perception, self-esteem, mental health
• Generation Z, teenagers, adolescents, youth

Search for relevant sources

Use your keywords to begin searching for sources. Some useful databases to search for journals and articles include:

• Your university’s library catalogue
• Google Scholar
• Project Muse (humanities and social sciences)
• Medline (life sciences and biomedicine)
• EconLit (economics)
• Inspec (physics, engineering and computer science)

You can also use boolean operators to help narrow down your search.

Make sure to read the abstract to find out whether an article is relevant to your question. When you find a useful book or article, you can check the bibliography to find other relevant sources.

You likely won’t be able to read absolutely everything that has been written on your topic, so it will be necessary to evaluate which sources are most relevant to your research question.

For each publication, ask yourself:

• What question or problem is the author addressing?
• What are the key concepts and how are they defined?
• What are the key theories, models, and methods?
• Does the research use established frameworks or take an innovative approach?
• What are the results and conclusions of the study?
• How does the publication relate to other literature in the field? Does it confirm, add to, or challenge established knowledge?
• What are the strengths and weaknesses of the research?

Make sure the sources you use are credible , and make sure you read any landmark studies and major theories in your field of research.

You can use our template to summarize and evaluate sources you’re thinking about using. Click on either button below to download.

Take notes and cite your sources

As you read, you should also begin the writing process. Take notes that you can later incorporate into the text of your literature review.

It is important to keep track of your sources with citations to avoid plagiarism . It can be helpful to make an annotated bibliography , where you compile full citation information and write a paragraph of summary and analysis for each source. This helps you remember what you read and saves time later in the process.

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To begin organizing your literature review’s argument and structure, be sure you understand the connections and relationships between the sources you’ve read. Based on your reading and notes, you can look for:

• Trends and patterns (in theory, method or results): do certain approaches become more or less popular over time?
• Themes: what questions or concepts recur across the literature?
• Debates, conflicts and contradictions: where do sources disagree?
• Pivotal publications: are there any influential theories or studies that changed the direction of the field?
• Gaps: what is missing from the literature? Are there weaknesses that need to be addressed?

This step will help you work out the structure of your literature review and (if applicable) show how your own research will contribute to existing knowledge.

• Most research has focused on young women.
• There is an increasing interest in the visual aspects of social media.
• But there is still a lack of robust research on highly visual platforms like Instagram and Snapchat—this is a gap that you could address in your own research.

There are various approaches to organizing the body of a literature review. Depending on the length of your literature review, you can combine several of these strategies (for example, your overall structure might be thematic, but each theme is discussed chronologically).

Chronological

The simplest approach is to trace the development of the topic over time. However, if you choose this strategy, be careful to avoid simply listing and summarizing sources in order.

Try to analyze patterns, turning points and key debates that have shaped the direction of the field. Give your interpretation of how and why certain developments occurred.

If you have found some recurring central themes, you can organize your literature review into subsections that address different aspects of the topic.

For example, if you are reviewing literature about inequalities in migrant health outcomes, key themes might include healthcare policy, language barriers, cultural attitudes, legal status, and economic access.

Methodological

If you draw your sources from different disciplines or fields that use a variety of research methods , you might want to compare the results and conclusions that emerge from different approaches. For example:

• Look at what results have emerged in qualitative versus quantitative research
• Discuss how the topic has been approached by empirical versus theoretical scholarship
• Divide the literature into sociological, historical, and cultural sources

Theoretical

A literature review is often the foundation for a theoretical framework . You can use it to discuss various theories, models, and definitions of key concepts.

You might argue for the relevance of a specific theoretical approach, or combine various theoretical concepts to create a framework for your research.

Like any other academic text , your literature review should have an introduction , a main body, and a conclusion . What you include in each depends on the objective of your literature review.

The introduction should clearly establish the focus and purpose of the literature review.

Depending on the length of your literature review, you might want to divide the body into subsections. You can use a subheading for each theme, time period, or methodological approach.

As you write, you can follow these tips:

• Summarize and synthesize: give an overview of the main points of each source and combine them into a coherent whole
• Analyze and interpret: don’t just paraphrase other researchers — add your own interpretations where possible, discussing the significance of findings in relation to the literature as a whole
• Critically evaluate: mention the strengths and weaknesses of your sources
• Write in well-structured paragraphs: use transition words and topic sentences to draw connections, comparisons and contrasts

In the conclusion, you should summarize the key findings you have taken from the literature and emphasize their significance.

When you’ve finished writing and revising your literature review, don’t forget to proofread thoroughly before submitting. Not a language expert? Check out Scribbr’s professional proofreading services !

This article has been adapted into lecture slides that you can use to teach your students about writing a literature review.

Scribbr slides are free to use, customize, and distribute for educational purposes.

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If you want to know more about the research process , methodology , research bias , or statistics , make sure to check out some of our other articles with explanations and examples.

• Sampling methods
• Simple random sampling
• Stratified sampling
• Cluster sampling
• Likert scales
• Reproducibility

 Statistics

• Null hypothesis
• Statistical power
• Probability distribution
• Effect size
• Poisson distribution

Research bias

• Optimism bias
• Cognitive bias
• Implicit bias
• Hawthorne effect
• Anchoring bias
• Explicit bias

A literature review is a survey of scholarly sources (such as books, journal articles, and theses) related to a specific topic or research question .

It is often written as part of a thesis, dissertation , or research paper , in order to situate your work in relation to existing knowledge.

There are several reasons to conduct a literature review at the beginning of a research project:

• To familiarize yourself with the current state of knowledge on your topic
• To ensure that you’re not just repeating what others have already done
• To identify gaps in knowledge and unresolved problems that your research can address
• To develop your theoretical framework and methodology
• To provide an overview of the key findings and debates on the topic

Writing the literature review shows your reader how your work relates to existing research and what new insights it will contribute.

The literature review usually comes near the beginning of your thesis or dissertation . After the introduction , it grounds your research in a scholarly field and leads directly to your theoretical framework or methodology .

A literature review is a survey of credible sources on a topic, often used in dissertations , theses, and research papers . Literature reviews give an overview of knowledge on a subject, helping you identify relevant theories and methods, as well as gaps in existing research. Literature reviews are set up similarly to other  academic texts , with an introduction , a main body, and a conclusion .

An  annotated bibliography is a list of  source references that has a short description (called an annotation ) for each of the sources. It is often assigned as part of the research process for a  paper .  

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Academic Report

Report generator.

As a way of evaluating a student’s logical capacity, comprehension level and writing skill , some professors require their students to write a document presenting their ideas, thoughts, analyses, etc. about a certain topic. Other than writing an essay , the students can also use a report in order effectively present their objective deductions and findings.

A formal report is another way of presenting facts and analysis you have gathered from your readings about a certain topic. In requires thorough research, readings, rationalizing, analyzing and making a point. It goes beyond that of an essay, it is more than just arguing a position and drawing conclusions, although a report can also do that, it must comprehensively present pertinent facts and information in order for the reader to see the subject in new light.

As you may know, report writing is a very useful skill not only academically but also in your future career. Not only does it hones your writing skills it also improves your analytical and critical thinking skills since it urges you to come up with objective findings based on facts. Therefore, it will surely help you be good at whatever job you wish to pursue in the future; no employer says no to a critically and analytically adept individual. You may also see marketing report examples.

Academic Research Report Template

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Academic Report Format Guide Example

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Difference Between an Essay and Report

An essay and a report are both effective ways of presenting information and data. However, some professors may prefer one over the other. In order to know the difference between the two, a list of their differences are presented below:

• Essay are rarely used outside the academic realm.
• It focuses on analyzing or evaluating theory, past research by other people, and ideas.
• Rarely presents the findings of a newly conducted research.
• It only has four significant parts or elements.
• The flow of writing is continuous and does not have dividing sections.
• It usually does not include table, charts, and/or diagrams.
• It should not be used as the method in arriving at conclusions.
• Is usually not reflective about the process of researching and writing the essay itself.
• It does not include recommendations.
• It is argumentative and mostly based on ideas.
• Only offers conclusions on a question or on presented issues or problems.

You may also see business report examples.

• Originated from the professional world but is still used academically.
• Often presents data and findings that the researcher himself has gathered.
• Uses data gathering methods such as surveys, experiment or case study, or by applying theory.
• Commonly has at least 12 parts or sections and 14 parts or sections at most.
• Topics are divided into different sections or headings or sub-headings.
• It usually contains tables, graphs, charts and diagrams.
• Includes the method/s the researcher used.
• It includes recommendations on what actions to make.
• It is an informative and fact-based document.
• Follows specific style for each section.
• It is written with a specific purpose and reader in mind.

You may also like examples of short report .

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Contents of an Academic Report

An effective academic report must have the contents and sections necessary to nit-pick and through explain a subject. Listed below are the contents of an academic report:

• Author Declaration
• Abstract or Executive Summary
• Acknowledgements
• Table of Contents
• Introduction
• Literature Review
• Method or Methodology or Research Design
• Results or Findings
• Discussion of Results or Analysis or Interpretation
• Conclusions
• Recommendations
• References or Bibliography

How to Write an Academic Report

1. title page.

This means what it literally means. The title of the general report should be indicated on this page of the academic report. In some cases, the title page also includes your name as the author and student number, the name of the course and the course code. For example:

Communication Skills Relevant in International Business

John Smith (012345) Business 300

2. Author Declaration

In some universities or colleges, you will need to fill out a form from the department or faculty conforming that the report is in fact your own output. This form is attached to any assigned report or essay for your course.

3. Abstract or Executive Summary

An abstract is a short opening for your entire report. It is a basically a summary of the report as a whole and therefore should only be around 150 words in length. In order to effectively write it, a good techniques is writing it after all the sections, headings and sub-headings have been presented. Here’s a tip: write one or two sentences representing each section of the report in order to have a complete and comprehensive abstract.

4. Acknowledgements

Although acknowledgements are normally necessary in major reports, it can also be included in an academic report. This acknowledges the people who have supported you in your research and has contributed in the completion of the report. However, do not go overboard. This should only be short and direct to the point. You may also like consulting report examples.

6. Table of Contents

This is where the reader goes to look for specific sections or topics found in your report. This contains the actual titles of each section, heading and sub-headings along with their actual page numbers. A good way or organizing your table of contents is to list the contents in according to hierarchy numbers, from first to last. After the list of the contents comes a separate list for the tables, charts, diagrams, etc that is found in your report. You may also check out management report examples.

7. Introduction

The introduction must present the purpose or objective of the report and explain why the report is necessary or how it’s useful. It must immediately let the reader know that the report is useful in the field it is focused on and that it has a positive impact and recommendations on the subject at hand. In addition, you can define key terms you have repeatedly used in the report so that the reader has a clear idea on what you mean when you use the term. You might be interested in recruitment report examples.

Author’s Note : The following sections (8-11) are primarily used in major reports such as research, an experiment, survey or observation. If your report is based on reading, you can replace these sections with topic heading of your own choosing.

8. Literature Review

In this section, describe and report the previous and current thinking and research on the topic. You include a summary on what other have written about the topic you are reporting. This section will mostly consist of in-text citations from the books, articles, reports, etc. you have read about the topic. You may also see report examples in excel .

Simply, it is a review of all the literature you have read in order to form your own thinking about the topic. These literature are your basis for conducting your own report. The literature review should follow the format, MLA or APA format, you professor has required in citing your references.

9. Method or Methodology or Research Design

This section is all about the method or way you have gathered or collected your data. You present and tell your reader/s how were you able the data you have in your report. For example, you can describe the step-by-step process you did when you conducted an experiment or write a detailed description of a situation you have observed. In addition, in this section it is normal that you also have to explain why you collected the data through that method. An normally, the justification should also be quite detailed. You can include some in-text references to research methods references to help explain and justify your choice of method(s). You may also like monthly report examples & samples.

10. Results or Findings

Simply present the results or findings of your report in this section. There is no need for discussions, analysis and explanations of the results. Oftentimes, this section includes a table to comprehensively present the findings. Aside from that, this is also where you state whether you accept or reject the hypothesis or hypotheses you have made in you report. You may also check out sample activity reports .

11. Discussion of Results or Analysis or Interpretation

This is where you present what you think about the results you have formulated in your report. You can also include comment abut your results in this section. Here are other things the discussion section can include:

• Describing and suggesting reasons for any patterns in the results, possibly including anomalies (results that don’t ‘fit in with’ the rest).
• Explaining what you found (perhaps with reference to theory). You may also see performance report examples.
• Commenting on how much your findings agree or disagree with the literature.
• Considering the accuracy and reliability of your results (and how the methods you used might have affected that accuracy).
• Considering the implications of your results – what they might mean for your practice, for example. • Discussing what further research in this area might be useful in future. You may also like investigation report samples and examples.

12. Conclusions

In the conclusions, you should summarize the key findings of your report. Remember that all the information that you include in the conclusions should have been presented before and are new information. The conclusions should effectively summarize and present all the major points you have made so far in you report.

13. Recommendations

Recommendations are not necessarily needed in all academic reports, however, work-related and case studies should always present recommendations. These suggestions are for future actions in order to solve or improve issues or problems presented in the report. You may also check out free report examples & samples.

14. References or Bibliography

There should be a list on all the references you have used to cite and to back your claims. It should only contain all the literature you have cited in your report. Depending on the requirement, you can follow either an MLA or APA format for citation.

15. Appendices

Appendices contains all the supplementary information is ‘stored’. This could be table of data, copies of observation forms or notes, extracts from large documents, a transcript of a recording, etc. You might be interested in technical report examples & samples.

School Program Report Example

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New School Report Example

We hope you found our article on creating an academic report to be useful for your academic studies. We also included some examples which you can use as a reference/guide.

Text prompt

• Instructive
• Professional

Generate a report on the impact of technology in the classroom on student learning outcomes

Prepare a report analyzing the trends in student participation in sports and arts programs over the last five years at your school.

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How to write an effective progress report

As someone who has written hundreds of progress reports, I know that writing a good progress report can keep people in the loop about how your project or product is moving. Additionally, it helps build trust by actively letting everyone know how things are going, what may have changed, and where you may need support. It can be a very helpful tool.

Getting started with writing progress updates can be a little tricky. There are some key steps you’ll want to navigate to ensure that your progress reports are effective, helpful, and meeting the needs of your team and stakeholders.

In this article, we’ll talk about what a progress report is, why they’re important, the elements of a progress report, and more.

What is a progress report?

A progress report is a document, usually in the form of a weekly email, that lets key stakeholders and team members who are involved in your project stay up-to-date on how things are going.

These updates can include the progress from this week, whether or not the project is on track, and if any additional leadership support is necessary to keep the project going smoothly and eliminate blockers or challenges.

Why are progress reports important?

Progress reports are important because they help build trust in the project team by keeping stakeholders in the loop with clear communication. A good progress report ensures that stakeholders don’t sit and wonder how a project is going.

Another benefit? They can help you spot issues and elevate them before problems stack up and take your project off course. You can also use a progress report to escalate blockers, or potential blockers, to the stakeholders who may be able to assist you in clearing them. Need approval before you move forward with a key part of the project? You can outline that in your update and let everyone know to expect this before it happens.

Progress reports also help keep a pulse on the pace of the project. If you know that you have important dates coming up, knowing that you have a regular time you’ll need to check in on the progress of the project can help you know if you’re on schedule.

If things start to get off track, you’ll be able to course-correct easier. And, since a progress report keeps your stakeholders in the loop, there are no big surprises to anyone if something doesn’t go according to plan.

What’s included in a progress report?

The first important thing is to really understand what your stakeholders want to see in an update. Are there particular parts of the project they might be concerned about and want more detailed insights into how that part of the project is going? If so, you may want to come up with a list and build your outline from there.

A comprehensive progress report typically includes:

• A summary of activities completed by the team
• What progress was made, and how the team is tracking toward their goals
• What challenges there were, if any
• Action items and any next steps

Activity summary

In the activity summary, you can be as detailed as is helpful to communicate to stakeholders. Ask if your stakeholders want either an in-depth or high-level summary of the work that was completed by the team.

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For example, some stakeholders want to be able to see each individual item the team completed. Some stakeholders think that a high-level summary of features is enough information. You can customize the level of detail in your activity summary for your stakeholders and team.

Progress update

Your activity summary and progress updates might sound similar, but activities are usually more task-oriented while progress is usually either an outcome or progress toward a specific outcome.

For example, let’s say that your progress update outlines that your engineering team spent time writing code for a new feature this week. Your progress report may include details about customer feedback about the new feature that your UX designer gathered.

Challenges and obstacles

While it may not be easy to talk about challenges or difficulties during a project, your stakeholders will want to know what challenges came up, how they were handled, if they’ve changed the timeline of the project, and if the team needs any help.

A great way to talk through the challenges section of your progress report is to follow a simple format:

• A brief description of the challenge encountered. This should be no longer than 2–3 sentences.
• A brief outline of how the challenge was addressed
• A clear statement of whether or not the challenge is still being resolved
• A clear ask for help, if help or support is needed

For example, here’s how this might sound in an actual progress report:

Dealing with API challenges with VendorX

This week, we had an outage in production due to a breaking API change that was made by VendorX. The customer impact was that our app was unavailable for 30 minutes. Customers saw an error message. To resolve the issue, we reached out to VendorX tech support and let them know the issue was impacting our app. They were able to resolve it, and our customers no longer have this issue.

Next steps and action items

At the end of the progress report, you’ll want to give a brief description of what the team plans to do next on the project to keep momentum. This can include the upcoming tasks or activities the team intends to tackle and how this keeps the project moving forward.

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• What is a PERT chart and how to make one
• Discover how to use behavioral analytics to create a great product experience
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If you are dealing with a challenge, this section may also include the challenge’s impact on progress and how you may need to plan accordingly.

If you’re thinking that sounds like a lot to keep up with, there’s a great way to make it easier — use a template.

Using a template to make progress reports that are quick and easy to read

Progress report templates are easy to create and iterate over time as the needs of the project change. Templates can make writing your progress report faster and easier. Another key benefit of using a template? It’s easier to ask for help from your teammates to help fill in the key details because you can ask them to fill out key sections.

Templates also help your stakeholders know what to expect each week. By sending the same format each week, it can make it easy to know where the relevant information they need will be located in the progress report.

Here is a very simple template on Google Docs that you can use as a weekly progress report. Go to File > Make a copy to download it and, as we’ll go over next, you can customize it how you like to fit the needs of your project:

Tips for customizing a template

Progress reports aren’t one-size-fits-all. In fact, they should be customized to fit the needs of your project! Here are some tips to help customize a generic template:

• Make sections clear — Clearly outline the sections of your progress report, and let everyone know what you’ll be addressing in each section. Remember the key sections: activities, progress made, challenges or blockers encountered, and actions and next steps. You may want to include other sections, but you’ll want to include at least those four
• Include other sections as needed for your project — Depending on the type of project, you may also include area-specific updates. If you are building a new software product, you may also include an update on KPIs or customer feedback. If you work on an engineering team, you may need to update on code quality or test coverage metrics. Remember, this is for you and for your stakeholders to communicate, so customizing it to everyone’s needs is important
• Add some fun — Maybe you highlight new learnings, a fun fact, or a customer research anecdote as a part of your update
• Use emojis — Another way to make sections stand out is to add emojis. On a Mac, you can use Control + Command + Space to pull up the emoji keyboard. On a Windows machine, you can use the Windows Key + Period . Add emojis to your sections to add a little fun, and make each section’s purpose stand out visually. Adding an emoji can help visually call out sections. You can also use emojis for whether or not something is on track by using colors and color coding.
• Make updating and reading metrics easy by using tables  — If you’re reporting on a lot of metrics , make those easy to update by utilizing tables when and where you can. On the left side, include the name of the metric. On the right, include the number. Voila, an easy-to-read and easy-to-update metrics table

Once you’ve got the template, where do you store it? Ideally, put the template where you can quickly and easily access it and send it. Do you use a document repository like Sharepoint or Confluence? You can create a page that you can duplicate and edit. If you use something like Notion, you can save the page as a template that you can quickly and easily apply to any page within Notion.

Another thing to consider is how you plan to send the update each week. One option is to link to a document repository that has all of the updates linked and just schedule an automated email to send to key stakeholders with a link to the homepage. Another option? Copy and paste the text from your update into an email and link to older updates that live elsewhere.

When to update your template

If you feel trapped using a template, know that you can customize them and change them over time. As the project changed and evolved, so did our progress updates. It’s okay to change them! In fact, sometimes it’s necessary. So how do you know when it’s time to change your template?

• You regularly get questions from stakeholders about aspects of your project that are not answered in the current template
• The project has taken on a completely new direction but you haven’t updated your progress report to capture these new aspects of the project
• You’ve added another team or aspect to the project but their work is not reflected in the template

All of these are signs that it’s time to update the template to include more or different information. This can be a great time to pause and ask your stakeholders what new information would be helpful for them to read about in the progress report.

Incorporating progress report comments

Your stakeholders may have follow-up questions or comments about your progress report. This is great news because it means that your stakeholders are involved and staying up to date! Of course, they may have positive feedback or negative feedback. How do you handle either situation?

Handling negative feedback about your progress report from stakeholders

You’ve sent out the progress report, and you’re excited to hear all of the positive comments on how much progress the team is making. Then the comments start rolling in, and they are disappointingly not positive. How do you address negative comments from stakeholders?

There is negative feedback about the formatting

Sometimes, stakeholders may have negative feedback about how the progress report looks instead of commenting on the contents of the report itself. This can be a good thing — they have an interest in the process!

Take their feedback into consideration and potentially make updates to the template to make incorporating their feedback easier from week to week. If there’s a way to make the report easier to read, make those adjustments. If data is missing that would help make decisions — and if the data is available — consider adding it to subsequent progress reports.

There is negative feedback about the progress being made

Sometimes, stakeholders will have questions or comments related to how quickly the project is moving or the challenges the team is encountering. Here are some steps on how to handle this when it comes up.

• First, try to understand where the stakeholder is coming from. Are they curious about why a challenge arose? Are they concerned about the progress so far? Are they nervous about missing a critical deadline? You may need to reach out to that stakeholder to understand their concerns or feedback better so that you know how you can help
• Once you understand where the concern is coming from, now you can work to address the stakeholder’s feedback or criticism. If they address a challenge that has come up, it may be a good time to escalate the support you need in clearing the blocker. If they’re addressing that it seems like the project is off-track, reiterate what you or the team are doing to ensure that the project stays on track
• Sometimes, negative feedback occurs because someone is missing context or does not have all the information. In this case, it can be helpful to ensure that the stakeholder understands

Handling positive feedback about your progress report

When you get positive feedback about the progress you’re making, this is a great time to share that feedback with the entire team and celebrate. There are ways to incorporate this kind of feedback into your team’s rhythms.

One way is to surface positive feedback at a daily standup or weekly team meeting, letting them know that the leadership team or external stakeholders are happy with the progress are cheering you on. If appropriate, inviting a stakeholder to a team meeting and letting them know they’re excited about the progress can be a fun addition.

Conclusion and key takeaways

Progress reports can help keep your stakeholders in the loop, build trust, and keep them up to date about what’s happening within your project. Remember that good progress reports adapt and change as you get feedback from your stakeholders and as the project needs change. Templating your progress reports can help you save time and allow others to contribute as you assign segments to other members of the team.

Remember that you can also keep it fun by adding your touch to it. If negative feedback arises, incorporate what you can. And when positive feedback comes up, remember to pass it on.

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How to Write a Research Summary: Comprehensive Student Guide

With a Juris Bachelor's degree and a decade of legal practice, Darious Davson excels in creating compelling and authoritative academic papers in Law and Ethics. His work is a testament to his profound knowledge of the legal system and commitment to upholding ethical writing practices. So, this experienced paper writer is your top-tier pick!

A research summary is a short version of a long research paper. It stresses the important points of the original work and introduces the reader to the main results of the work. Hence, the reader can quickly grasp the main idea and conclusion without reading the document. We created this guide to simplify writing a well-researched summary. So, let us explain things simply and clearly.

What is a Research Summary, and Why Is It Important?

Let's start with some basic terminology. A research summary is the short form of the research paper that covers the major aspects of a major research project. It covers the research's main ideas, techniques, findings, and conclusions. The summary is central in that it enables other people to effortlessly understand the essentials of your writing in a short time.

So, what is a research summary? Now you know the answer. Abstracts can help decide whether the full research paper is relevant to their needs. Furthermore, these social channels are frequently used to share the research findings with a general audience who may not have time or need to read the full paper.

When to Write a Summary?

Your research summary should be written after you have completed your research. This is critical because you must be able to present your research findings concisely without leaving anything out. Summaries can be needed when academic materials are being assessed, like in college assignments or science periodicals.

They are effective when submitting research grants or presenting your work at conferences. By summarising your research clearly and concisely, you enable your audience to grasp the information more easily and quickly. This way, your readers will be able to perceive the value of your work and engage with it on a deeper level. As you can see, writing a research paper summary is not rocket science.

Formatting Guidelines for Research Paper Summaries

Properly formatting your research summary is a key point of readability and professionalism. It guarantees that the flow of your summary is kept to the standard of academic writing. Just stick to these rules:

• Use a clear, readable font like Times New Roman or Arial, size 12.
• Set margins to 1 inch on all sides.
• Keep the summary to one page, or about 250-300 words.
• Use double spacing to enhance readability.
• Align your text to the left; this makes it easier to read.
• Include a concise title at the top of your summary.

These guidelines help you build a good summary and help your audience understand your writing. A well-formatted summary allows readers to concentrate on the content, not the arrangement, making your research more effective. So, always try to learn how to summarize a research paper correctly.

Types of Research Paper Summaries

How to Write a Research Summary – Typical Steps

A research summary comprises several steps to produce an understandable and concise article. The summary systematically breaks down the research into bite-size pieces that allow the audience to grasp the study's core aspects. This helps preserve the authenticity and nature of the original research work in a way that is easy to understand.

Read the Text

Reading a research paper before you can start the summary is very important. Begin by reading the whole document thoroughly to get an understanding of the main issues and the objectives of the document. Look for the introductory and concluding paragraphs, which usually contain the major ideas and conclusions. Following this first reading, try to read through the text two or three more times to take a closer look at the research methods, data analysis, and some of the specific findings.

Here is how to write a research summary. Remembering the authors' key phrases and technical words is crucial – these words are like the foundation for understanding the research context accurately. So, master research paper summary writing every day!

Break the Text Down Into Sections

So, the next step is to split it into the logical parts of the paper. This part of the thesis is built around the main issues of the research: the research problem, the methodology, the findings, and the conclusions. This section should be assessed individually and about the overall research to determine the significance of each part.

Spend some time looking for the main idea in each part and trying to understand how they all come together to tell the research story. This process enables readers to comprehend the text better and organize the research summary meaningfully. Segmenting the text so that all key information is present in the summary and that the summarized work accurately represents the research makes this goal possible. Are you not ready to write on your own? Just say, “Write my essay for me!” We are always ready to assist!

Identify the Key Points in Each Section

The key points in each section are identified to create a powerful summary. This is the process of isolating the key details of utmost significance to the findings and the research objectives. So, stick to this research paper summary structure guide:

By identifying these main ideas, you can be certain that the summary covers the essence of the research, presenting a clear and concise version of the original paper. Now, you know how to write a research summary.

Write the Summary

The research summary is written to combine the main points you selected into a single but comprehensive paragraph. First, the main subject of the research will be set down, as well as its goals. A brief outline of the methodology will follow this to provide an overview of the study results. Last, the crucial results are indicated; only those data directly related to the research purpose.

Discuss the results of this study, and write the final remarks and the summary of the original paper. It is important to stay objective and avoid giving personal views or understanding. So, summarizing a research paper effectively is not that difficult.

Check the Summary Against the Article

Now that you have your summary, you must see if it matches the original article. This comparison makes sure that the summary is in line with the research and that any significant information is not left out or interpretation is not misplaced. Check if the summary keeps the original focus, especially concerning the research aims and outcomes. Here is how to write a research summary correctly.

Writing an effective research paper summary is paramount. Ensure there are no technical term errors and avoid personal interpretations or unnecessary details. This verification might involve reading more than once, concentrating on details such as precision, completeness, and readability. Besides, check out our latest article on mastering the research paper format for students!

Crucial Writing Tips to Follow

To write a good research summary, you must grasp the research content and know the skills that make a summary useful and interesting. Following several writing guidelines will ensure that your conclusion is relevant and brief. As a result, your summary will serve its purpose as a valuable academic tool.

Understand the Assignment

Summarizing research findings is crucial. Before submitting your summary, you should grasp all the assignment requirements. The purpose and the specific requirements are the first steps to figuring out your writing focus and approach. Here is what you should understand:

• Length: Check the required length to ensure your summary meets the guidelines.
• Format: Understand the formatting requirements, including font type, size, and margin specifications.
• Deadline: Know your deadline to manage your time effectively.

Knowledge of these elements helps you firmly establish the basis of your writing. It is a very helpful tool because it structures your work according to the needs of your assignment and ensures that the content of your summary is to the point and at the expected level. Here is how to write a research summary properly.

Identify Key Points

It is important to say that identifying the key points in the research may be the most vital part of writing a research summary. First, scrutinize the original article thoroughly, highlighting the central ideas and major findings. Be meticulous while working on the thesis statement because it is a core part of the paper and represents the essay's main idea. It is also essential to comprehend the methodology since the results are interpreted within the context of the methodology.

Use different research paper summary techniques. While emphasizing the data that directly reinforces the research findings, do not forget to include the results irrelevant to the main conclusion. Ensure you mention the talks about the effects and limitations of the obtained results. A powerful summary focuses on these important aspects.

Paraphrase Succinctly

The skill of paraphrasing is crucial for a research paper. According to the University of Connecticut, this process involves reformulating the original text to create a summary with the same meaning as the original but only in clear and short words. When paraphrasing, try to avoid using too many difficult words and expressions, but at the same time, do not let the main terms of the text and the results escape your attention.

Here is how to write a summary. Use synonyms and reword sentences to produce a text that is not a copy of the original. This prevents plagiarism and makes the content friendly and understandable to audiences of diverse backgrounds.

Focus on Structure

Do you need more research paper summary guidelines? Ok! The structure of a research summarization should allow the reader to read through it effortlessly and easily understand its contents. Begin by presenting an introduction that provides context by mentioning the research subject, purpose, and significance. Besides, you can always start with a proper research summary example. Every part should be presented one after the other, and the story should continue to the end using transitions that will aid the reader in following the summary easily.

Highlight the Significance and Implications

Here is what you should learn before checking research paper summary examples. Research summaries must always be written to highlight the importance of research and its wider implications. This emphasis facilitates readers to perceive how the study is important and related to the field. So, here is what you should do:

• Describe how the findings contribute to existing knowledge.
• Suggest how the results can be applied in real-world settings.
• Indicate potential directions for further investigation.
• Discuss how the study advances theoretical frameworks or concepts.

And stick to the research paper summary format. This will ensure that your summary reflects the research's outcomes and gives them a central role. It will also help strengthen your summary and make it more interesting and informative, directly linking the study to the wider field context.

Review and Revise

Last but not least, in writing a research summary is the revision and review of the document. This is a crucial step in summarizing, as it helps avoid inaccuracies, ambiguities, and lengthy sentences. First, read your abstract carefully to determine whether it reflects the original research without too much detail. Proofread for all the grammatical issues or phrases that can be misleading to the reader.

Besides, know all the tips for writing a research paper summary. Complying with the correct use of technical terms and formatting guidelines, if any, is essential. Ask a friend or a mentor to edit your summary; a new set of eyes can bring a new perspective and reveal things you would not have noticed.

Writing a Standout Summary: Things to Avoid

While writing a research summary, it's important to watch out for common pitfalls that can erode its quality and effectiveness. These errors will make your summary clearer and have the desired impact. Therefore, paying attention to them will help you summarize the research work precisely and accurately.

Plagiarism is a vital matter to consider when preparing any academic writing, particularly research summaries. It is the act of copying or taking someone else's ideas and expressions and presenting them as one's work without permission or acknowledgement. To avoid plagiarism, ensure that you paraphrase the original text by expressing the ideas in your own words and that the original sentence is unchanged.

So, find a good research summary example. Correct citation of the direct quotations and key concepts borrowed from the source material is also crucial. Utilizing plagiarism detection software may provide a means to verify that your work is plagiarism-free. Knowing and respecting intellectual property rights can safeguard academic integrity and stimulate in-depth knowledge and the true presentation of results.

Excessive Detail

The most common error while writing a summary is including too many details. In this case, a summary will be the most important part of the research, where the researcher only has to pay attention to the objectives, methodology, key outcomes, and conclusions. Avoid the temptation to wade into the pool of minor details and complex data that do not contribute to an overall understanding of the research's main outcomes.

Rather than mixing the two, it is appropriate to find a balance between economy and fullness by considering the details essential for the reader to grasp the significance and impact of the research. Maintaining the brevity and focus of the summary makes it easier to read. It ensures that it is useful to the audience, who may not need or want a superficial amount of detail. Here is how to write a good summary!

Biased Interpretation

Interpretation may be biased, and this can distort factual comprehension. It is seen as a situation when personal opinion or judgment interferes with the presentation of research results. Here is what you need to do:

• Avoid Personal Opinions: Keep interpretations neutral and based on the data.
• Stick to the Facts: Refer directly to the research for support.
• Use Neutral Language: Avoid emotionally charged or suggestive language.

It is essential to be as objective as possible, concentrating only on what the research data and results demonstrate. This method certifies the accuracy of the summary, which reflects the research without being distorted by personal views or external influences. Just stick to the research summary format.

Misrepresentation of Results

Incorrect misinformation in a research summary can grossly skew the perception of the research and its validity. This mistake could be made if the summary is skewed, important data is omitted, or the results are out of context. So, it is mandatory always to portray the research findings accurately and completely. Ensure that the data mentioned in the summary is the same as the data and conclusions of the research article.

Here is how to write a good summary. We should not jump to conclusions unsupported by the original research or leave out the negative results that are important in inferring the whole study's outcome. Accuracy and fidelity in data reproduction make the summary a trustworthy and credible source for academic and professional settings, thus ensuring the research is an authentic and ethical representation.

Incomplete Coverage

Now, you know how to write a summary. An incomplete summary is worthless because it fails to present all the information crucial to learning about the research. This problem can originate from the lack of detail regarding the important results, the failure to describe the research context, or the omission of the implications and limitations of the study. Besides, find a good research summary template for practicing.

The utmost attention should be paid to systematically presenting all research components, including hypothesis, methodology, results, and conclusions. Also, emphasize any limitations or boundaries of the research that make your topic area more effective. In addition to the above, this detail-oriented approach goes beyond the mere credibility of the summary.

What is the purpose of a research paper summary?

You must concisely overview a research study's main ideas, findings, and implications.

How long should a research paper summary be?

It should be about one page long, between 250 and 300 words. However, ask your professor first.

What are the key differences between summarizing and paraphrasing?

Summarizing involves condensing a large amount of information into a brief overview. Paraphrasing is rewording a specific text or idea without significantly shortening it.

How can I ensure objectivity and conciseness in a research paper summary?

You should stick to the facts, use neutral language, and highlight essential points of your research.

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Reference Examples

More than 100 reference examples and their corresponding in-text citations are presented in the seventh edition Publication Manual . Examples of the most common works that writers cite are provided on this page; additional examples are available in the Publication Manual .

To find the reference example you need, first select a category (e.g., periodicals) and then choose the appropriate type of work (e.g., journal article ) and follow the relevant example.

When selecting a category, use the webpages and websites category only when a work does not fit better within another category. For example, a report from a government website would use the reports category, whereas a page on a government website that is not a report or other work would use the webpages and websites category.

Also note that print and electronic references are largely the same. For example, to cite both print books and ebooks, use the books and reference works category and then choose the appropriate type of work (i.e., book ) and follow the relevant example (e.g., whole authored book ).

Examples on these pages illustrate the details of reference formats. We make every attempt to show examples that are in keeping with APA Style’s guiding principles of inclusivity and bias-free language. These examples are presented out of context only to demonstrate formatting issues (e.g., which elements to italicize, where punctuation is needed, placement of parentheses). References, including these examples, are not inherently endorsements for the ideas or content of the works themselves. An author may cite a work to support a statement or an idea, to critique that work, or for many other reasons. For more examples, see our sample papers .

Reference examples are covered in the seventh edition APA Style manuals in the Publication Manual Chapter 10 and the Concise Guide Chapter 10

Related handouts

• Common Reference Examples Guide (PDF, 147KB)
• Reference Quick Guide (PDF, 225KB)

Textual Works

Textual works are covered in Sections 10.1–10.8 of the Publication Manual . The most common categories and examples are presented here. For the reviews of other works category, see Section 10.7.

• Journal Article References
• Magazine Article References
• Newspaper Article References
• Blog Post and Blog Comment References
• UpToDate Article References
• Book/Ebook References
• Diagnostic Manual References
• Children’s Book or Other Illustrated Book References
• Classroom Course Pack Material References
• Religious Work References
• Chapter in an Edited Book/Ebook References
• Dictionary Entry References
• Wikipedia Entry References
• Report by a Government Agency References
• Report with Individual Authors References
• Brochure References
• Ethics Code References
• Fact Sheet References
• ISO Standard References
• Press Release References
• White Paper References
• Conference Presentation References
• Conference Proceeding References
• Published Dissertation or Thesis References
• Unpublished Dissertation or Thesis References
• ERIC Database References
• Preprint Article References

Data and Assessments

Data sets are covered in Section 10.9 of the Publication Manual . For the software and tests categories, see Sections 10.10 and 10.11.

• Data Set References
• Toolbox References

Audiovisual Media

Audiovisual media are covered in Sections 10.12–10.14 of the Publication Manual . The most common examples are presented together here. In the manual, these examples and more are separated into categories for audiovisual, audio, and visual media.

• Artwork References
• Clip Art or Stock Image References
• Film and Television References
• Musical Score References
• Online Course or MOOC References
• Podcast References
• PowerPoint Slide or Lecture Note References
• Radio Broadcast References
• TED Talk References
• Transcript of an Audiovisual Work References
• YouTube Video References

Online Media

Online media are covered in Sections 10.15 and 10.16 of the Publication Manual . Please note that blog posts are part of the periodicals category.

• Facebook References
• Instagram References
• LinkedIn References
• Online Forum (e.g., Reddit) References
• TikTok References
• X References
• Webpage on a Website References
• Clinical Practice References
• Open Educational Resource References
• Whole Website References