Executive Summary.

A two-page brief for the sponsor. The situation, the recommendation, the ask.

Client

_______________________________________________

Sponsor

_______________________________________________

Prepared By

Harvey L. Phelps · Executive Advisory

Date

_____________________, 2026

I · The Situation

_______________________________________________________________________________

_______________________________________________________________________________

Primary Recommendation

_______________________________________________________________________________

Secondary Recommendation

_______________________________________________________________________________

Harvey L. PhelpsExecutive Advisory

Executive Summary · Page 2

ES · 2026-XXX

_______________________________________________________________________________

Sponsor sign-off on Primary Recommendation as stated

Executive owner named for the outcome

Budget authorized · $_____________ over _____ months

First working session calendared within 30 days

#	Action	Owner	Due
01	_________________________	_______________	_______________
02	_________________________	_______________	_______________
03	_________________________	_______________	_______________

Harvey L. Phelps

Harvey L. PhelpsAdvisor

Sponsor AcknowledgmentPrint Name · Title · Date