# template: id: executive-summary-template name: Executive Summary Template version: 1.0 output: format: markdown filename: docs/executive-summary.md title: "{{rfq_number}} Executive Summary" workflow: mode: interactive elicitation: advanced-elicitation sections: - id: overview title: Overview content: | This template provides a structured format for creating compelling executive summaries that highlight key win themes, discriminators, and value propositions. The executive summary is often the first and most important section evaluators read. - id: usage-instructions title: Usage Instructions content: | 1. Complete this template after win themes are developed 2. Focus on customer benefits and discriminators 3. Align content with evaluation criteria 4. Keep language clear, concise, and compelling - id: template-structure title: Template Structure sections: - id: summary-header title: Summary Header type: code language: markdown content: | # [RFQ Number] Executive Summary # [Agency Name] # [RFQ Title] # [Company Name] # [Date] - id: opening-statement title: Opening Statement elicit: true template: | {{opening_statement}} instruction: Provide 1-2 sentences that acknowledge the customer's mission and express your commitment to their success - id: understanding-of-customer-need title: Understanding of Customer Need elicit: true sections: - id: mission-understanding title: Mission Understanding template: | {{mission_understanding}} instruction: Provide 2-3 paragraphs demonstrating your understanding of the customer's mission, challenges, and specific needs addressed by this RFQ content: | - **Mission Alignment**: {{mission_alignment}} - **Pain Points Addressed**: {{pain_points}} - **Strategic Objectives**: {{strategic_objectives}} - id: key-requirements title: Key Requirements template: | {{requirements_summary}} instruction: Provide a brief summary of the most critical requirements and how your solution addresses them type: table columns: [Key Requirement, Our Approach, Customer Benefit] table_guidance: Fill in the key requirements table examples: - "| [Requirement 1] | [Approach 1] | [Benefit 1] |" - "| [Requirement 2] | [Approach 2] | [Benefit 2] |" - "| [Requirement 3] | [Approach 3] | [Benefit 3] |" - id: solution-overview title: Solution Overview elicit: true sections: - id: solution-highlights title: Solution Highlights template: | {{solution_overview}} instruction: Provide 2-3 paragraphs providing a high-level overview of your proposed solution content: | **Key Solution Elements**: - {{solution_element_1}} - {{solution_element_2}} - {{solution_element_3}} - {{solution_element_4}} - {{solution_element_5}} - id: primary-win-themes title: Primary Win Themes instruction: For each win theme, provide a clear statement, supporting evidence, and customer benefit sections: - id: win-theme-1 title: "Win Theme 1: {{theme_title_1}}" content: | - **Claim**: {{claim_1}} - **Proof**: {{proof_1}} - **Benefit**: {{benefit_1}} - id: win-theme-2 title: "Win Theme 2: {{theme_title_2}}" content: | - **Claim**: {{claim_2}} - **Proof**: {{proof_2}} - **Benefit**: {{benefit_2}} - id: win-theme-3 title: "Win Theme 3: {{theme_title_3}}" content: | - **Claim**: {{claim_3}} - **Proof**: {{proof_3}} - **Benefit**: {{benefit_3}} - id: key-discriminators title: Key Discriminators elicit: true instruction: Highlight 3-5 specific discriminators that set your solution apart from competitors sections: - id: discriminator-1 title: "Discriminator 1: {{discriminator_title_1}}" template: | {{discriminator_description_1}} instruction: Provide a brief description of discriminator and why it matters to the customer - id: discriminator-2 title: "Discriminator 2: {{discriminator_title_2}}" template: | {{discriminator_description_2}} instruction: Provide a brief description of discriminator and why it matters to the customer - id: discriminator-3 title: "Discriminator 3: {{discriminator_title_3}}" template: | {{discriminator_description_3}} instruction: Provide a brief description of discriminator and why it matters to the customer - id: risk-mitigation title: Risk Mitigation elicit: true template: | {{risk_mitigation_overview}} instruction: Provide a brief overview of your approach to managing key risks type: table columns: [Risk, Mitigation Approach, Customer Benefit] table_guidance: Fill in the risk mitigation table examples: - "| [Risk 1] | [Mitigation 1] | [Benefit 1] |" - "| [Risk 2] | [Mitigation 2] | [Benefit 2] |" - "| [Risk 3] | [Mitigation 3] | [Benefit 3] |" - id: team-qualifications title: Team Qualifications elicit: true template: | {{team_qualifications_overview}} instruction: Provide a brief overview of your team's qualifications and experience content: | - **Team Experience**: {{team_experience}} - **Key Personnel**: {{key_personnel}} - **Past Performance**: {{past_performance}} - **Certifications**: {{certifications}} - id: value-proposition title: Value Proposition elicit: true template: | {{value_proposition}} instruction: Provide a clear, compelling statement of the overall value your solution provides sections: - id: cost-benefit-summary title: Cost-Benefit Summary type: table columns: [Investment, Return/Benefit] instruction: Fill in the cost-benefit summary table examples: - "| [Cost element 1] | [Benefit 1] |" - "| [Cost element 2] | [Benefit 2] |" - "| [Cost element 3] | [Benefit 3] |" - id: closing-statement title: Closing Statement elicit: true template: | {{closing_statement}} instruction: Provide a strong closing statement that reinforces commitment and value proposition - id: executive-summary-best-practices title: Executive Summary Best Practices content: | - **Customer Focus**: Write from the customer's perspective, emphasizing benefits to their mission - **Strategic Alignment**: Demonstrate understanding of agency priorities and strategic goals - **Clear Value Proposition**: Articulate a compelling and differentiated value proposition - **Evidence-Based**: Support all claims with specific, quantifiable evidence - **Evaluation Alignment**: Address key evaluation factors from Section M - **Visual Appeal**: Use graphics, callouts, and formatting to enhance readability - **Concise Language**: Use clear, direct language without jargon or unnecessary complexity - **Compelling Narrative**: Tell a cohesive story that flows logically and engages the reader - **Forward-Looking**: Focus on outcomes and future benefits, not just features - **Memorable Messaging**: Create clear, memorable statements that evaluators will remember - id: graphics-recommendations title: Graphics Recommendations content: | Include 2-3 high-impact graphics that support key messages: 1. **Solution Overview Graphic**: Visual representation of your overall solution 2. **Value Proposition Graphic**: Visual representation of customer benefits 3. **Discriminator Graphic**: Visual highlighting of key differentiators - id: example-executive-summary-section title: Example Executive Summary Section type: code language: markdown content: | ## Understanding of Customer Need The Department of Veterans Affairs (VA) faces increasing demands on its healthcare scheduling systems, with over 9 million veterans seeking timely access to care. Current legacy systems create appointment backlogs, reduce provider efficiency, and limit veterans' access to critical services. Our VetSchedule solution directly addresses these challenges by providing an intuitive, cloud-based scheduling platform that reduces appointment wait times by 47% while increasing provider utilization by 32%. Built on our proven HealthConnect framework—currently serving 12 federal healthcare agencies—VetSchedule seamlessly integrates with the VA's existing VistA infrastructure while providing a modern, mobile-friendly interface for both veterans and providers. By implementing VetSchedule, the VA will achieve its strategic goals of improving veteran satisfaction, increasing care accessibility, and optimizing resource utilization across all 1,255 VA healthcare facilities.