Winning Executive Summaries
Workshop Description:
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.
Who Should Attend
- Account Managers
- Sales Professionals
- Proposal Managers
- Capture Managers
Materials
- Workshop Manual
- Shipley Proposal Guide
Contact Information
Contact Shipley at 888-772-9467 or questions@shipleywins.com

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