Winning Executive Summaries (Live, Online)

Dates & Locations

Apr 11, 2023 – Live, Online

Course Information

This one-day workshop begins by exploring the concept of customer focus and how it can be achieved. It continues with information on the many uses of customer-focused executive summaries in business development documents, especially proposals. A process for creating effective summaries is then introduced and practiced, step by step.

You will learn to:

  • Understand the nature of customer focus and how to infuse it into your documents
  • Create executive summaries focused on your customer’s most important issues
  • Use customized planning and organizing tools to quickly craft effective executive summaries

By the end of the workshop, you will have a completed executive summary you can use as a model or share with a customer. At your discretion, this can be an executive summary related to an historical business opportunity (won or lost), a live opportunity you are currently pursuing, or a case study furnished by Shipley.

Enroll Today


Who Should Attend
  • Proposal Writers
  • Sales Professionals
  • Business Developers
  • Proposal Contributors
  • Digital Shipley Proposal Guide
  • Tools and Templates

If you register 30 days prior to the start of the workshop, enter EARLYBIRD at checkout to receive $100 off your registration fee!


If you have any questions about this course or others, contact Mallary Price at

"I want to pass on to you how impressed I've been with the performance of [Shipley]. You have done a great job supporting us in our journey to transform [our] business development and proposal process. This is a difficult undertaking in any company, but the complexity increases tremendously when it involves a U.S. subsidiary of a global company. Despite the challenges, Shipley excelled!"

Business Development Executive

I took a lot of your teachings to heart, especially the pre-proposal planning, proposal development worksheets, and debriefing tips. As a result, my company had its best-ever month in new business acquisition…I now have a win rate of over 60 percent! Thank you for the seminars that have proven so valuable to me, my company, and my professional future.

Corporate Proposal Manager

Companies of all sizes depend on Shipley to help them compete for and win new business. Our people, processes, and best practice tools are valuable in a wide range of industries and markets. Clients appreciate our willingness to roll up our sleeves to help develop winning strategies and proposals that are compliant, responsive and customer-focused. Our unique ability to provide a blend of personnel, training, or real culture change in a fast-paced business development environment is what sets us apart. We are there for clients when they need us—whether it is helping them win business now or helping them establish a winning culture, we are ready to help them succeed. Helping clients win IS our business!

Brad Douglas

Executive Vice President of Global Strategy