executive summary 104

Requirements

For this assignment, you must first complete your tax analysis. Then, you must synthesize the social/cultural, political, environmental, and tax analysis aspects that you and your team have researched throughout the semester. You will present your recommendation and overall justifications in an Executive Summary, written for an executive audience.

Your summary must meet the following requirements:

  • The summary must be written to an executive audience
  • Your document must appear professional and be visually easy to navigate, including:
    • headings and subheadings as appropriate
    • bullet points as appropriate
      • (note: bullet points are not required, but many students asked about whether or not they could be included, and my answer was, and still is, “yes, bullet points may be included as appropriate, but should never be used in place of adequate detail”)
    • excellent organization
    • reasonable and thoughtful use of spacing and margins
    • attention to formatting that communicates professionalism, pride of work, and respect for the reader
  • Spacing: You may use single spacing, OR you may customize your spacing by selecting “Exactly” in the line spacing drop-down menu and use up to 16pt spacing. Use your own judgment and aesthetic preferences to determine your spacing choices, but be consistent.
  • You must equitably address all four factors you were asked to consider for this assignment: cultural/social, environmental, political, and economic factors.
  • Synthesize information for your reader; show them the connections you want them to understand. Always demonstrate for your reader how they should connect the information you are providing for them
    • Never assume that readers will make the same connections you have made, or that you want them to make, without your guidance.
  • Include an appendix with a graph and explanation of your economic analysis. The graph must be clearly labeled and include a description that will help your audience understand the significance of the graph.
    • The appendix must be part of the document, but will appear on its own page.
    • Use the “Page Break” function to create a separate page for your appendix.
  • Your recommendation must be clear and direct. It should appear in the introductory section of your summary. Remember, you’re not writing a mystery. Your executive audience wants you to be clear and direct, with thoughtful and well-developed justifications.
  • Your summary must include the elements of an introduction, body, and conclusion, but must use specific, professional terminology for those sections. Remember: An executive summary is not an academic paper.
  • Your summary should be approximately 2 – 2.5 pages of writing, not including relevant visual aids (such as charts, graphs, and figures that will aid your justifications), and your appendix, which will make the page count longer.
    • Your submission will be at least 3 pages in total with the inclusion of your appendix
    • Your submission might be up to 5 pages if you also include visual aids such as charts, graphs, or figures in the body of your summary
  • Visual aids in the body of your summary are not required. However, you may find that some charts, graphs, or figures may help clarify your justification, in which case you should use them. However, you must not use visual aids in place of providing sufficient explanations or justifications.
    • Visual aids must aid your explanations and justifications, not replace them.

    Please pay attention for these points:-The student has used tone and wording in their summary that is appropriate for an executive audience.-The student has developed a well organized and visually easy to navigate document appropriate for a busy executive audience.-The student has addressed all four factors studied throughout the semester: cultural/social, environmental, political, and tax analysis. The factors are given more or less equitable attention, with the understanding that one or two factors may be of more importance to the decision and thus require a little more space.
    – The student has included an appendix or appendices with their tax analysis, including graphs and an explanation of the significance of their findings.-Your recommendation is clear and direct, and is offered toward the beginning of the document.