When you begin a new company and choose to begin working in the Plan tab, LivePlan initially skips over the Executive Summary section of your plan, and instead takes you to the Opportunity section. This is because we don't recommend writing the Executive Summary first. This section is designed to be a condensed version of your entire plan - a quick view for someone who might not have time to read the entire document.
We recommend writing your Executive Summary last, for two important reasons:
- You want to get it right. The executive summary is the most important part of your plan document, because it’s the first thing your reader sees. Getting that bank loan you’re hoping for may depend on the first impression your plan makes. So, you want the executive summary to wow your reader.
- It’s a summary of the plan. If you take the time to write your plan and complete your forecast, it will be much easier to go back and pick out the main points to include in the executive summary.
Ultimately, though, you're welcome to write the plan document any order you choose.
If you're interested in having a brief plan that's only Executive Summary, you might consider using the Pitch tab of LivePlan instead of the Plan tab. The Pitch bears a lot of resemblance to an Executive Summary.