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10 strategies and tactics for Executive Summary

What is Executive Summary strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Crafting the perfect Executive Summary strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Executive Summary strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Executive Summary strategy examples

We've added many examples of Executive Summary tactics, including a series of action items. We hope that this will make these examples as practical and useful as possible.

Strategies and tactics for creating a Strategic Plan for Evangelicals of the Body of Christ Church and Ministries

  • ⛳️ Strategy 1: Develop robust leadership and governance structure

    • Conduct leadership training sessions for church council and departmental heads annually
    • Implement a mentorship program for emerging leaders within the congregation
    • Establish clear operational policies and procedures for governance and accountability
    • Hold regular strategic review meetings with church council and stakeholders
    • Develop a succession plan for key leadership roles to ensure continuity
    • Facilitate leadership retreats to promote team building and strategic thinking
    • Enhance internal communication systems for better coordination and information sharing
    • Engage in partnerships with other churches for leadership exchange programmes
    • Establish an internal audit committee to oversee financial management and integrity
    • Create a committee to focus on the diversity and inclusivity within church leadership

  • ⛳️ Strategy 2: Implement community engagement and development programmes

    • Organize biannual community service projects to foster good relationships
    • Establish a youth mentorship programme to aid their growth and participation
    • Collaborate with local NGOs and government bodies for community health initiatives
    • Host workshops focusing on skills development and entrepreneurship for members
    • Develop a community garden project to promote sustainability and self-reliance
    • Conduct educational support programmes for children and youth in the community
    • Organize peacebuilding activities to address local conflicts and advocate for justice
    • Create a support network for vulnerable community members including those affected by HIV/AIDS
    • Establish a resource centre offering educational and spiritual resources
    • Launch a community awareness campaign on social issues like drug abuse and early marriages

  • ⛳️ Strategy 3: Enhance spiritual growth and religious education within the congregation

    • Establish a comprehensive Sunday school programme with trained teachers
    • Organize quarterly spiritual retreats and workshops for all congregants
    • Increase the frequency of bible study sessions and prayer meetings
    • Launch a mentorship scheme linking new members with experienced church members
    • Develop a digital platform for sharing sermons and religious resources
    • Encourage active participation in church by involving congregants in service roles
    • Celebrate church milestones with inclusive ceremonies and special services
    • Promote the development of musical talents through choir and music group formations
    • Provide pastoral care and counseling services for spiritual and personal development
    • Foster a culture of openness and spiritual dialogue through discussion groups and forums
strategic-planninggovernancechurch-council-memberleadership-mentorleadership-training-teamcommunity-development-team
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Strategies and tactics for developing a Strategic Plan for 2025/2026

  • ⛳️ Strategy 1: Enhance Infrastructure and Resources

    • Identify potential spaces within the college for developing a dedicated laboratory
    • Draft a proposal to secure funding for laboratory equipment and reagents
    • Collaboratively work with college administration to allocate a dedicated office space
    • Engage suppliers for competitive quotes on necessary laboratory equipment
    • Establish a partnership with external laboratories for temporary use of their facilities
    • Develop a timeline for lab setup and equipment installation
    • Recruit volunteers or student assistants to support the lab setup process
    • Research and apply for grants related to educational resources for laboratory technology
    • Set up a crowdfunding campaign to raise additional funds for resources
    • Regularly review and update the equipment and technology to meet industry standards

  • ⛳️ Strategy 2: Elevate Academic Program

    • Draft a curriculum proposal to upgrade from Diploma to Degree level
    • Present the proposal to the college board for approval
    • Consult with academic experts to ensure curriculum aligns with industry standards
    • Organise a workshop to train faculty on the new curriculum
    • Form a committee to ensure smooth transition to the degree program
    • Implement a pilot program for select courses at the degree level
    • Develop partnerships with hospitals and clinics for student internships
    • Initiate a mentorship program involving industry professionals
    • Regularly assess and improve the academic content based on student feedback
    • Plan and host annual events to showcase student projects and research

  • ⛳️ Strategy 3: Increase Visibility and Enrollment

    • Launch a marketing campaign highlighting the new degree program
    • Create promotional materials showcasing department achievements
    • Utilise social media platforms to reach a wider audience
    • Organise open days for prospective students and parents
    • Collaborate with high schools to promote the program to students
    • Offer scholarships or incentives for top-performing students
    • Participate in educational fairs to attract potential students
    • Implement a referral program incentivising current students to recruit peers
    • Engage alumni in outreach and branding activities
    • Feature success stories of graduates in college publications and local media
infrastructure-developmentacademic-advancementlab-managermarketing-specialistcurriculum-development-teammarketing-team
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Strategies and tactics for developing a Strategic Framework for University Growth

  • ⛳️ Strategy 1: Enhance Campus Infrastructure and Facilities

    • Upgrade and decorate lecture rooms and seminar spaces
    • Expand and upgrade medical, engineering, and IT laboratories
    • Develop a new library expansion project
    • Establish a second medical laboratory
    • Install a robust IT structure with green and sustainable technology
    • Open a new campus branch in a strategic location
    • Replace and upgrade university's transport vehicles
    • Collaborate with public and private sectors for infrastructure investment
    • Implement eco-friendly practices in all campus operations
    • Develop and enforce strong health and safety guidelines

  • ⛳️ Strategy 2: Foster Academic Growth and Student Engagement

    • Revise and enhance the academic curriculum regularly
    • Introduce student empowerment and development programs
    • Integrate co-curricular activities to promote holistic learning
    • Provide mentoring and tutoring systems for student support
    • Expand transformational education experiences with global outreach
    • Implement a comprehensive enrolment management plan
    • Offer competitive scholarships and financial aid
    • Encourage community engagement through volunteering and projects
    • Foster an inclusive and collaborative educational environment
    • Implement quality recruitment processes for diverse and skilled faculty

  • ⛳️ Strategy 3: Strengthen Research and Resource Management

    • Prioritise socio-economic research in university's agenda
    • Create partnerships with local and international organisations
    • Develop a strategic financial plan for sustainable funding
    • Enhance the university's internal and external communication
    • Introduce a robust monitoring and assessment framework
    • Cultivate a culture of continuous improvement and innovation
    • Strengthen the support for research activities and infrastructure
    • Develop a resource utilisation policy for efficiency
    • Organise seminars and workshops to showcase research
    • Provide training for staff on resource management and efficiencies
infrastructure-improvementacademic-excellenceuniversity-administratorcurriculum-developerinfrastructure-developmentacademic-affairs
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Strategies and tactics for pivoting From NASA Support to Army Support

  • ⛳️ Strategy 1: Conduct a comprehensive analysis and establish a foundation

    • Identify the key differences between NASA and Army contracts
    • Conduct a market analysis to understand Army contract opportunities
    • Assess current organisational capabilities and resources
    • Develop a comprehensive SWOT analysis specific to Army contracts
    • Align current mission and vision statements with Army objectives
    • Determine potential barriers during the transition and mitigate them
    • Evaluate existing relationships within the Army procurement space
    • Review compliance requirements specific to Army contracts
    • Create a knowledge repository for team reference
    • Educate and train team members on the nuances of Army contracts

  • ⛳️ Strategy 2: Recalibrate organisational focus and strategies

    • Reformulate the mission and vision to align with Army contract objectives
    • Identify new key priorities that support Army-centric goals
    • Define strategic pillars that align with the Army’s mission and objectives
    • Set measurable goals and objectives under each strategic pillar
    • Design an initial 12-month roadmap for transition and execution
    • Develop a communications plan for internal and external stakeholders
    • Allocate a dedicated team to spearhead the transition
    • Rebrand and reposition marketing materials to appeal to the Army
    • Engage with Army decision-makers and influencers
    • Evaluate and potentially restructure the organisational team composition

  • ⛳️ Strategy 3: Execute and monitor the transition process

    • Implement the 12-month transition roadmap
    • Regularly review and revise the SWOT analysis as the transition progresses
    • Monitor and evaluate progress against set goals and objectives
    • Collect feedback from team members and stakeholders on the transition
    • Host regular meetings to ensure team alignment and address issues
    • Adjust strategies and action items based on real-time insights
    • Celebrate and communicate crucial milestones achieved with the transition
    • Prepare a comprehensive report at each phase of the transition
    • Explore continuous improvement opportunities throughout the process
    • Establish long-term objectives post-transition to sustain Army contract success
transitionstrategycontract-managerbusiness-analystmarketing-teamprocurement-team
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Strategies and tactics for enhancing an analytics strategy

  • ⛳️ Strategy 1: Summarise the analytics strategy

    • Review the proposed use of logistic regression to detect vehicle insurance fraud
    • Document the dataset details, including size and fraud rate
    • Outline the reduction of variables from 33 to 15 key risk factors
    • Note the top indicators identified: Fault, Policy Type, Vehicle Category, and Address Change Claims
    • State the achieved AIC value
    • Describe the 50% probability threshold used for case escalation
    • Highlight the strengths of the strategy including its practical business focus
    • Summarise the interpretability benefits of the model
    • Identify weaknesses such as lack of model validation
    • List concerns about data quality and decision threshold simplicity

  • ⛳️ Strategy 2: Evaluate the analytics strategy

    • Assess the appropriateness of logistic regression for fraud detection
    • Evaluate the systematic approach using backward elimination for feature selection
    • Identify the effective alignment of probability outputs with business decision needs
    • Analyse the model's practical implications as demonstrated in case studies
    • Identify gaps in model validation such as train/test splits
    • Critique the arbitrary 50% decision threshold
    • Examine the quality of data exploration and preprocessing
    • Note the absence of performance metrics like accuracy and recall
    • Evaluate the limits of using only raw variables without feature engineering
    • Determine opportunities for further analytical insights and model improvements

  • ⛳️ Strategy 3: Suggest improvements to the analytics strategy

    • Implement a robust validation framework using train, validation, and test data splits
    • Calculate comprehensive performance metrics including precision, recall, and F1-score
    • Conduct cost-benefit analysis to optimise probability thresholds
    • Evaluate and compare advanced modelling techniques such as Random Forest
    • Enhance feature engineering with derived variables and interaction terms
    • Establish a data quality framework with systematic cleaning and imputation
    • Develop a real-time monitoring system for model performance tracking
    • Incorporate external data sources like weather and traffic patterns
    • Explore unsupervised learning for advanced fraud detection
    • Build capabilities for automated model retraining as new data arrives
vehicle-fraudlogistic-regressiondata-analystmachine-learning-engineerdata-science-teamfraud-detection-team
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Strategies and tactics for developing a Strategic Plan for Technical Support

  • ⛳️ Strategy 1: Enhance self-service capabilities

    • Implement comprehensive knowledge base articles on ServiceNow for common user issues
    • Develop instructional videos for JAMF and Intune functionalities
    • Regularly update self-help resources based on user feedback and issue trends
    • Integrate a chatbot on ServiceNow to guide users to the right resources
    • Promote self-service options through internal communications channels
    • Utilise analytics to identify top issues that can be addressed through self-service
    • Regular training for offshore Tier 1 team to reduce escalation of common issues
    • Establish KPIs to measure reduction in calls and monitor self-service usage
    • Schedule regular reviews of self-service resources to ensure accuracy
    • Incorporate user feedback loops to continuously improve the knowledge base

  • ⛳️ Strategy 2: Strengthen internal and external communication

    • Create an outreach process for SMBC MANUBANK and Jenius Bank to clarify support channels
    • Establish regular IT updates through newsletters or webcasts for both bank entities
    • Develop an Executive support team to address high-priority issues swiftly
    • Create detailed communication protocols for off-shore and internal technical teams
    • Ensure consistent messaging and support level agreement with SMBC stakeholders
    • Implement an internal communication platform for rapid exchanges between support staff
    • Coordinate regular meetings between IT and business units to align priorities
    • Engage with stakeholders to gather input on communication improvements
    • Provide training to enhance communication skills of technical support staff
    • Conduct bi-annual satisfaction surveys with all entities to refine communication strategies

  • ⛳️ Strategy 3: Optimise resources and processes

    • Implement ITAM support and integration processes with SMBC for asset management
    • Set up a prioritised project board for ongoing strategic projects
    • Streamline shipping and receiving processes for handling employee equipment
    • Utilise ServiceNow to automate ticket assignment and escalation processes
    • Develop a detailed plan for Avaya phone retirement and Vonage CCaaS implementation
    • Collaborate with InfoSec to support projects like Netskope and audit processes
    • Create a testing and deployment schedule for Windows 11 across departments
    • Coordinate with branch offices for seamless branch moves and technology upgrades
    • Evaluate and enhance current domain trust initiatives with SMBC MANUBANK
    • Measure and track resource allocation and efficiency through performance metrics
self-servicecommunicationtechnical-supportexecutive-supportit-teamcommunications-team
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Strategies and tactics for revamping Brand, Marketing, and Communications

  • ⛳️ Strategy 1: Reposition the Brand

    • Conduct a brand audit to understand current perceptions and areas for improvement
    • Define a clear brand vision and mission that resonates with target audiences
    • Develop new brand guidelines and identity that reflect the repositioning
    • Engage key stakeholders in workshops to ensure alignment with the new brand direction
    • Create a compelling brand narrative that tells our story and differentiates us from competitors
    • Update all brand assets, including the website and social media profiles, to reflect the new positioning
    • Launch an internal campaign to build brand buy-in and strengthen team morale
    • Leverage customer testimonials and case studies to build credibility
    • Identify strategic partnerships that can amplify the new brand positioning
    • Measure brand perception through surveys and adjust strategy as needed

  • ⛳️ Strategy 2: Revitalize the Marketing Strategy

    • Conduct market research to identify key customer segments and their needs
    • Develop a content marketing plan that delivers valuable and relevant information to our audience
    • Utilise digital marketing channels such as social media, SEO, and PPC to increase brand visibility
    • Create targeted marketing campaigns that align with customer segments
    • Implement a CRM system to personalise marketing efforts and enhance customer relationships
    • Develop a customer loyalty program to increase retention and encourage referrals
    • Analyse competitor marketing strategies and identify opportunities for differentiation
    • Host webinars and events to engage with customers and educate them about our offerings
    • Leverage analytics tools to track marketing performance and make data-driven decisions
    • Continuously iterate marketing strategies based on feedback and market changes

  • ⛳️ Strategy 3: Enhance Communications

    • Assess the current communication channels and identify areas for improvement
    • Develop a comprehensive communications plan that aligns with the overall strategy
    • Enhance internal communications to keep teams informed and motivated
    • Craft clear and consistent messaging for all external communications
    • Utilise storytelling techniques to make communications more engaging and relatable
    • Build relationships with media outlets to increase positive coverage
    • Implement a proactive PR strategy to manage potential crises effectively
    • Monitor social media conversations and respond promptly to questions and feedback
    • Provide communications training to staff members to ensure consistency
    • Evaluate the effectiveness of communication strategies through regular reviews
brand-repositioningmarket-researchbrand-managermarketing-strategistcommunications-teammarketing-team
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Strategies and tactics for creating a SMART strategic plan

  • ⛳️ Strategy 1: Utilise the guiding framework

    • Review the guiding framework and ensure it aligns with the overall vision and mission
    • Define specific and measurable objectives within the guiding framework
    • Identify relevant stakeholders who will contribute to the success of the framework
    • Allocate resources effectively, ensuring sponsors and champions are involved
    • Develop a detailed work plan that outlines milestones and deadlines
    • Determine performance measures to assess the progress of initiatives
    • Integrate best practices from the industry into the guiding framework
    • Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats
    • Align the guiding framework with the strategic initiatives and goals
    • Ensure continuous monitoring and updating of the framework as necessary

  • ⛳️ Strategy 2: Align vision, mission, and values with strategic initiatives

    • Clearly define the organisational vision, mission, and values
    • Ensure that all strategic initiatives incorporate the core values of the organisation
    • Set specific goals that align with the vision and mission of the organisation
    • Identify key strategic initiatives that will drive the goals and objectives
    • Engage with sponsors and champions to support strategic initiatives
    • Use performance measures to track the progress of each initiative
    • Incorporate industry best practices into strategic initiatives
    • Develop a timeline for the implementation of strategic initiatives
    • Regularly review and update the vision, mission, and values as needed
    • Communicate the alignment of vision, mission, and values to all stakeholders

  • ⛳️ Strategy 3: Implement a robust strategy execution process

    • Define a clear strategy execution process with detailed steps
    • Identify operational initiatives that support the strategic plan
    • Assign roles and responsibilities for the execution of the strategy
    • Develop a work plan with clear timelines and key milestones
    • Ensure resource allocation is aligned with strategic priorities
    • Establish performance measures to evaluate strategy execution effectiveness
    • Use the SWOT analysis to adapt and refine the strategy execution process
    • Incorporate feedback loops to make data-driven adjustments
    • Leverage industry best practices to enhance strategy execution
    • Create a communication plan to keep stakeholders informed throughout the process
smart-strategyalignmentstrategy-designerperformance-evaluatorstrategic-planning-teamexecution-team
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Strategies and tactics for proposing an Innovative Investment Portfolio Strategy

  • ⛳️ Strategy 1: Develop a data-driven portfolio strategy

    • Conduct a comprehensive analysis of market trends and historical data
    • Utilise quantitative metrics such as Sharpe Ratio and standard deviation
    • Apply Modern Portfolio Theory to optimise asset allocation
    • Identify a target audience and tailor the strategy to their needs
    • Develop a risk management framework leveraging diversification and hedging
    • Create sample portfolios to demonstrate potential improvements in returns
    • Design visually appealing charts and graphs to illustrate data findings
    • Prepare a revenue model highlighting potential income streams from the strategy
    • Define unique selling propositions that differentiate the strategy
    • Rehearse the presentation, focusing on engaging storytelling and compelling visuals

  • ⛳️ Strategy 2: Create a tech-enabled investment solution

    • Research existing investment apps to identify gaps and opportunities
    • Design a user-friendly interface for a potential app or digital tool
    • Integrate popular investment models like asset allocation into the app
    • Employ a developer to ensure robust and secure technology foundation
    • Incorporate features that assist users with portfolio rebalancing
    • Estimate the potential financial impact of the solution using feasibility analysis
    • Communicate the core value proposition centred on innovation and ease of use
    • Outline a marketing plan with strategies to reach target demographics
    • Assign team roles, ensuring each member contributes to the project
    • Practice delivering a concise and persuasive pitch to invite interest

  • ⛳️ Strategy 3: Implement a socially responsible investment strategy

    • Identify investment opportunities aligned with ESG (Environmental, Social, Governance) criteria
    • Analyse the impact of socially responsible investments on portfolio performance
    • Develop evaluation metrics to assess the social impact alongside financial returns
    • Craft an educational narrative explaining the relevance of responsible investing
    • Select case studies to demonstrate successful socially responsible investments
    • Use quantitative analysis to underline the viability of the strategy
    • Develop a compelling unique selling proposition focusing on ethical investing
    • Prepare detailed slides highlighting the dual benefit of financial and social returns
    • Train the team in clear communication of the benefits of this strategy
    • Plan a persuasive closing pitch reiterating the importance and feasibility of sustainable investments
investmentdiversificationportfolio-managerapp-developerinvestment-analysis-teammarketing-team
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Strategies and tactics for preparing a smart strategic plan

  • ⛳️ Strategy 1: Define clear and measurable goals

    • Review and summarise each section of the content list to identify key themes
    • Use the SWOT analysis to identify potential opportunities and threats
    • Establish specific, measurable, achievable, relevant, and time-bound (SMART) goals
    • Align goals with the vision, mission, and values outlined in the content
    • Define key performance indicators to measure success
    • Prioritise goals based on potential impact and alignment with strategic initiatives
    • Identify any resource constraints that may impact goal achievement
    • Communicate goals clearly to all stakeholders
    • Set up regular review meetings to assess progress against goals
    • Adjust goals as necessary based on performance data and changing circumstances

  • ⛳️ Strategy 2: Develop detailed action plans for execution

    • Create a work plan based on established timelines for each strategic initiative
    • Assign responsibilities to sponsors and champions for each goal
    • Identify specific resources required to execute each initiative
    • Develop contingency plans to mitigate potential risks
    • Integrate best practices from the industry into action plans
    • Establish a communication plan to ensure transparency and alignment
    • Implement a project management tool to track progress and manage tasks
    • Schedule regular check-ins to monitor execution and address issues
    • Document lessons learned for continual improvement
    • Celebrate milestones achieved to maintain momentum and motivation

  • ⛳️ Strategy 3: Monitor and evaluate performance rigorously

    • Implement a performance measurement system to track progress
    • Use performance data to evaluate the effectiveness of strategic initiatives
    • Conduct regular strategy review sessions with key stakeholders
    • Adjust strategies and action plans based on performance outcomes
    • Incorporate feedback from team members and stakeholders into evaluations
    • Benchmark against industry best practices to identify areas for improvement
    • Report progress consistently to sponsors and champions
    • Recognise and reward achievements to reinforce positive outcomes
    • Ensure that performance measures are aligned with strategic objectives
    • Use findings from evaluations to inform future strategic planning cycles
strategic-planninggoal-settingproject-managerstrategistleadership-teamperformance-evaluation-team
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How to track your Executive Summary strategies and tactics

Having a plan is one thing, sticking to it is another.

Setting good strategies is only the first challenge. The hard part is to avoid distractions and make sure that you commit to the plan. A simple weekly ritual will greatly increase the chances of success.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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