Overview
The consulting executive summary deck condenses program data, insights, and requests into a narrative sponsors can absorb in minutes. Whether you are preparing for a standing steering committee or recapping a sprint, the template ensures headlines, value, and support needs are crystal clear.
When to use this deck
- Executive sponsors or stakeholders have limited time and need the story upfront.
- Data lives across multiple tools and you need a single source of truth for the progress conversation.
- Engagement teams want a consistent format for weekly, monthly, or quarterly business reviews.
What’s inside the template
- Opening headline slide that highlights wins, quantified impact, and client quotes.
- KPI scorecards with trend arrows, thresholds, and narrative space for insights.
- Risk and issue heat map to escalate blockers before they slow down delivery.
- Roadmap and next-step slides to align on coming milestones, decision points, and resource needs.
- Appendix for deeper analysis, backlog visibility, or change requests.
Data to assemble
- Live KPI exports from your analytics platform or ML Clever dashboards.
- Updated risk, issue, and action logs with owners and next review dates.
- Milestone tracker with dependencies and cross-functional handoffs.
Customization tips
- Swap the KPI layout between table, heat map, and timeline views depending on audience preferences.
- Embed short video walkthroughs or Loom recaps in appendix slides for async review.
- Pair the decision tracker slide with ML Clever’s task automations so owners get instant follow-up.
Related playbooks
Combine this summary with the Consulting Strategy Deck for deeper roadmap discussions, and keep discovery momentum with the Consulting Workshop Presentation.
