Examples — Executive Summary House Style
Contents
- Opening-sentence pairs
- Complete worked example (bad → house style)
- The "no recommendation yet" variant
- Gotchas
Opening-sentence pairs
| ❌ Never | ✅ House style |
|---|---|
| "This report presents the findings of our infrastructure review." | "Recommendation: consolidate to one cloud region, saving $84k/yr at negligible latency cost." |
| "Over the past quarter, the team has been analyzing churn." | "Churn doubled in Q2 (4.1% → 8.3%); the driver is the March pricing change, and we recommend reverting it for accounts under 50 seats." |
| "Several options were considered for the mobile strategy." | "We should ship the responsive web app now and defer the native app 12 months; this captures 80% of the value at 20% of the cost." |
Complete worked example
❌ Bad version (methodology-first, adjectives, no pick):
Executive Summary
As part of our ongoing commitment to operational excellence, a cross-functional working group was convened to evaluate our customer support tooling. The group conducted stakeholder interviews, reviewed industry benchmarks, and assessed three leading platforms across a comprehensive evaluation matrix. Each option presents meaningful benefits. Platform A offers robust automation. Platform B provides significant flexibility. Platform C is a strong contender on price. The working group presents these options for leadership consideration. Adoption of a new platform is expected to substantially improve response times and deliver considerable cost efficiencies.
✅ House-style version:
Executive Summary
Recommendation: adopt Platform A for customer support, replacing Zendesk in Q4. Net saving: $61k/yr; payback in 7 months (high confidence — pricing is contracted, migration quoted).
Why:
- Automation resolves an estimated 38% of tier-1 tickets (measured in our 3-week pilot: 41% on 1,200 tickets).
- First-response time drops from 6.2h to under 1h for automated categories.
- Only option meeting our EU data-residency requirement out of the box.
Cost & risk:
- $45k migration (one-time) + $9k/mo licence (vs $14k/mo today).
- Risk: agent adoption → mitigation: 2-week parallel run, champions per team.
- Risk: data-migration loss → mitigation: vendor-managed migration with row-count verification; Zendesk kept read-only for 90 days.
Next step: sign by Aug 15 (quote expiry); IT kickoff Aug 18. Owner: S. Boucher.
Methodology and full scoring matrix: appendix B.
The "no recommendation yet" variant
Executive Summary
We cannot yet recommend a platform: the two finalists are tied on cost and features, and the deciding factor — EU data-residency certification for Platform B — is unconfirmed. Vendor answer due Aug 12; we will issue the recommendation Aug 13. If forced to decide today, Platform A (the reversible choice: month-to-month contract).
Condensing an existing report (summary-at-the-top variant)
When the summary heads a longer document, it must stand alone — assume most readers stop after it.
| ❌ Never | ✅ House style |
|---|---|
| "As detailed in section 4…" (forces the jump) | State the number here; cite the section in parentheses for the curious. |
| "See below for our recommendation." | The recommendation is sentence one of the summary itself. |
| Summarizing section by section in document order | Reorganize into Recommendation → Rationale → Cost & Risk regardless of the report's structure. |
| New information that appears only in the summary | Everything in the summary exists in the body; the summary selects, never adds. |
Gotchas
- The summary written before the analysis ends becomes advocacy. Write the recommendation sentence only when you can defend its number.
- "High/medium/low confidence" without basis is an adjective in disguise — attach what makes it high ("contracted pricing", "n=1,200 pilot").
- Percentage without base ("38% of tickets") invites the first hostile question; give the base once ("of 1,200 pilot tickets").
- Next step without an owner and date means no next step.
- Executive summaries of bad news follow the same BLUF rule — burying "we lost the account" in paragraph three reads as spin, not tact.