# RFP Executive Summary Template

> Free template from RFP Software Tools (https://rfp-software-tools.com/templates/rfp-executive-summary-template). No sign-up, no email gate. Grey guidance paragraphs like this one explain each section: delete them before you send. Highlighted [square-bracket text] marks every blank you need to fill.

## Win-theme worksheet (internal)

> Agrees, before drafting, the two or three reasons this buyer should pick you and the proof for each.

| Buyer need (their words) | Evaluation criterion and weight | Our differentiator | Proof (where in proposal) |
| --- | --- | --- | --- |
| [e.g. "go live before Q3 audit"] | [Implementation, 25%] | [Phased rollout with fixed milestones] | [Section 6; reference 2] |
| [need 2] | [criterion, weight] | [differentiator] | [proof] |
| [need 3] | [criterion, weight] | [differentiator] | [proof] |

---

## Their objective

> Opens with the buyer’s situation and goal, so the first thing the evaluator reads is about them.

[Buyer] needs to [objective in their words] by [date or trigger], while [key constraint, such as budget, staff or compliance].

## Our approach

> Describes what you will do, at the level a non-specialist executive can follow.

We will [what you will deliver], starting with [first phase] so that [early benefit], and [how the rest follows].

## Why us: win themes with proof

> States the two or three win themes from the worksheet, each with evidence the evaluator can check.

- **[Theme 1, phrased as a buyer benefit]:** [proof, such as a comparable customer and result] (see section [X]).
- **[Theme 2]:** [proof] (see section [X]).
- **[Theme 3]:** [proof] (see section [X]).

## Risk and delivery

> Answers the evaluator’s unspoken question: what could go wrong, and why it will not.

The main risk in a project like this is [risk]. We address it by [mitigation], led by [named role or person].

## Commercial headline and next step

> Gives the price shape and term in one sentence and points to the pricing section.

Our proposal is priced at [total or model] over [term], detailed in section [X]. We would welcome [next step] at your convenience.

---

## Before and after: one paragraph rewritten

> Illustrative example with an invented buyer. Delete this page before sending.

**Before:** "Contoso is a leading provider of innovative scheduling solutions with a proven track record and a customer-centric approach."

**After:** "Northwind needs one scheduling system across three regions before open enrollment in October. We have run the same three-region consolidation for a provider of similar size (reference 1), going live region by region in 10 weeks, and section 6 shows the same plan dated for your calendar."