A summary of your business plan

Write a summary of your co-operative business or organisation to help your readers understand your business plan.

What is an executive summary?

  • An executive summary or synopsis is an introduction to the business and a summary of the plan. 
  • The primary purpose of this first section is to help the reader decide whether or not this document is relevant to them. If it is, they will read on.

What information should an executive summary include?

An executive summary should give the reader key information, such as:

  • Nature of the business; location; scale; summary of the story so far (including reference to feasibility assessment); social impact; ambition.

What other information may be considered “key” will be contingent upon the particular enterprise and the story that you want to tell. It may include:

  • Legal form; status (co-operative, charity, etc); key people; unique selling point (USP); challenges ahead; management structure.

Write your executive summary

Although we are presenting this section first, it probably makes sense to write this part of your business plan last.

It will summarise the information you're going to work through in the following sections. In which case, download the document at the above link and save it for later. We've included it first as it should sit at the start of your business plan.

Download the executive summary template for your business plan, or save it and add it in later on, when you've completed the other sections of your business plan: 

The information and tools in this section have been developed by our colleagues at Co-operative Assistance Network.

Updated: 26/03/2019