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