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We include this Summary chapter template in every Proposal Pack, along with thousands more. You assemble this chapter with others in various combinations to create custom-tailored business proposals, plans, reports, and other documents. Proposal Packs apply custom visual designs to the templates, giving the final documents a consistent professional finish.


Overview of the Summary Chapter

In a well-crafted business proposal, the Summary chapter plays an important role in encapsulating the key points presented in the document. This chapter is placed at the end of the proposal, providing a concise recap of what has been discussed. While the Executive Summary at the beginning of the proposal offers a preview of what is to be expected, the Summary chapter serves to reinforce the main arguments and conclusions after the reader has been presented with all necessary details.

How is the Summary Chapter Used?

The Summary chapter is used in a business proposal to provide a clear and concise recap of the information shared in the main body of the document. This chapter helps in reinforcing the solutions, benefits, and value propositions discussed earlier, ensuring that critical points are fresh in the reader's mind as they conclude reading. It's particularly useful for decision-makers who may skim through the detailed sections of a proposal but need a brief yet comprehensive overview before making a decision.

What is Included in the Summary Chapter?

The content of the Summary chapter typically includes:

  • A recap of the major points or solutions proposed in the proposal.
  • A brief reiteration of the project or problem background to remind the reader of the context.
  • A summary of the benefits or value propositions that the proposal aims to deliver.
  • Any final thoughts or calls to action that encourage the reader to move forward with the proposal.


This chapter distills complex information into digestible and memorable takeaways that are crucial for the decision-making process.

Use Case Examples for the Summary Chapter

  • Business Expansion Proposals: Summarizing the advantages, expected growth outcomes, and financial implications for stakeholders.
  • IT Project Proposals: Concisely recapping the proposed technological solutions, anticipated improvements in operations, and overall project goals.
  • Consulting Services Proposals: Highlighting key recommendations, anticipated outcomes, and summary of the consultant's qualifications and unique value propositions.
  • Educational Program Proposals: Summing up the program objectives, expected impacts on student learning, and resource requirements.
  • Healthcare Project Proposals: Outlining the health interventions, patient benefits, and summary of research findings or clinical data supporting the proposal.


Key Takeaways

  • The Summary chapter is crucial for reinforcing the main points of a proposal in a concise manner.
  • It is placed at the end of the document to serve as a recap and conclusion.
  • The Summary helps ensure that the key messages are remembered by decision-makers.
  • This chapter is adaptable and can be tailored to various types of proposals across different industries.
  • Effective use of the Summary chapter can significantly enhance the persuasiveness of a business proposal.


The editable Summary template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.
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Alternate chapters are those which may be used instead of this chapter depending on your situation. Alternate chapters may be better suited for different size projects, more specialized projects, or variations on rights.

Alternate Chapters

Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.

Related Chapters

Samples Using the Summary Chapter

The Summary template is illustrated in actual use in the following Sample Proposals. Samples are also included in each Proposal Pack and illustate many of the industries and situations this template can be used for:

Document Layouts Using the Summary Chapter

This template is used in the following template layouts.
Illustration of Proposal Pack Mining #3

The Summary chapter and other chapters are integrated into a Word document as illustrated here in the Proposal Pack Mining #3 design theme. There are hundreds of design themes available, and every design theme includes the Summary chapter template.

A proper business proposal will include multiple chapters. This chapter is just one of many you can build into your proposal. We include the complete fill-in-the-blank template in our Proposal Pack template collections. We also include a library of sample proposals illustrating how companies in different industries, both large and small, have written proposals using our Proposal Packs. This template will show you how to write the Summary.

We include a chapter library for you to build from based on your needs. All proposals are different and have different needs and goals. Pick the chapters from our collection and organize them as needed for your proposal.

Using the Proposal Pack template library, you can create any business proposal, report, study, plan, or document.

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The Summary template is used to summarize the proposal at the end and present your conclusions.

The Executive Summary summarizes what you are going to tell them, the rest of the proposal tells them about the entire project, and the Summary recaps what you told them. The Summary template is a slightly more generic version of the Project Summary template.
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