Winning Executive Summaries


Winning Executive Summaries

Research shows that the Executive Summary is often the only part of a bid response or proposal that is read by senior customer decision-makers. Learn how to make yours work for you using proven and flexible Shipley tools and templates.

This is an instructor-led, virtual/online course with all lessons conducted in a single day.

Learn how to:

  • Win more bids by giving the customer a business case for choosing you over the competition
  • Plan an effective proposal or section by leveraging strategies developed by the sales or capture team
  • Write with customer focus that makes the customer want to read your proposal – and buy from you
  • Use the Executive Summary to keep the solution team and subject matter experts on-message
  • Use the Four-Box structure, organised around client issues, to make the writing task much easier

Course content includes:

  • Examining draft executive summaries for customer focus and effectiveness
  • Understand purposes and use of Executive Summaries
  • Fundamentals of persuasive organization
  • Use an organiser tool to structure your content
  • Design an executive summary structure
  • Identifying customer focus indicators
  • Plan and write an effective executive summary focusing on customer hot buttons

Who Should Attend:

  • Bid sponsors and proposal leads
  • Capture Managers
  • Proposal Writers and Managers

Download workshop flyer here

To book your seat at an upcoming Winning Executive Summaries workshop, please use dropdown menu below to select your preferred workshop location and date

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  • Your seat at Winning Executive Summaries – 1 day workshop
  • Shipley Certification Badge: Winning Executive Summaries- Certificate of Attendance
  • Access to The Business Winning Centre (BWC)
  • Access to your digital workbook, tools and templates via BWC
  • Scheduled 1:1 call with your facilitator after your workshop

If the dates above don’t work for you, please fill out the form below to register your interest in attending a future Winning Executive Summaries workshop.


Additional information

Workshop Location & Date

Online: 30 July 2024


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