Copilot (licence) - Generating an Executive Summary with Copilot Tutorial

Create decisive executive summaries that capture and retain client interest using Microsoft Copilot. This tutorial demonstrates how to generate concise, structured summaries that highlight the critical points of business proposals, ensuring your projects stand out in competitive scenarios.

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Objectifs :

The objective of this document is to provide a comprehensive guide on creating an effective executive summary using AI tools, emphasizing the importance of structure, clarity, and persuasive content to engage potential clients.

Chapitres :

  1. Introduction to Executive Summaries
    An executive summary is a crucial document that serves as the first impression for potential clients. It is often the only page they will read, making it essential to craft a compelling and concise summary. The stakes are high, as this document can determine whether the detailed project proposal continues to be reviewed.
  2. The Importance of Structure
    A well-structured executive summary is vital. It should contain clear and targeted thematic paragraphs that guide the reader through the key points of the proposal. The goal is to generate a synthetic document that is not only informative but also persuasive enough to capture the decision-maker's attention.
  3. Using AI Tools for Document Creation
    Utilizing tools like Copilot in Word can streamline the process of generating an executive summary. By prompting the AI with previously written responses, you can create a draft that serves as a foundation. However, it is crucial to remember that while AI can assist, the final content must be reworked by a professional to ensure it meets the necessary standards of clarity and impact.
  4. Crafting a Compelling Opening
    To engage the reader from the start, include a catchy phrase or gimmick at the beginning of the document. This approach can significantly enhance the reader's interest and encourage them to continue reading.
  5. Finalizing the Executive Summary
    After generating the initial draft with AI, it is essential to refine the content. The professional must ensure that the document is convincing and impactful, instilling trust in the prospective client. The stakes are too high to rely solely on AI to convey the message effectively.
  6. Conclusion
    In conclusion, while AI tools like Copilot can save time in drafting an executive summary, the importance of human oversight cannot be overstated. A well-crafted executive summary is a decisive factor in the success of a project proposal, and it is the professional's responsibility to ensure that the final document is both structured and persuasive.

FAQ :

What is the purpose of an executive summary?

The purpose of an executive summary is to provide a concise overview of a larger document, allowing decision-makers to quickly understand the key points and make informed decisions.

How can I make my executive summary more compelling?

To make your executive summary more compelling, start with a catchy phrase, ensure clarity and conciseness, and structure it with clear thematic paragraphs that highlight the most important information.

What role does AI play in generating documents?

AI tools like copilot can assist in generating documents by providing suggestions and structuring content based on user prompts, saving time and enhancing productivity.

Why is the structure of an operational summary important?

The structure of an operational summary is important because it helps organize information clearly, making it easier for readers to understand the key points and implications of the project.

Can I rely solely on AI to create my executive summary?

While AI can provide valuable assistance in drafting an executive summary, it is essential for professionals to review and rework the content to ensure it is convincing and impactful.

Quelques cas d'usages :

Creating Proposals for Clients

When preparing proposals for potential clients, using an executive summary can help highlight the most critical aspects of the project, ensuring that decision-makers grasp the essential information quickly.

Streamlining Project Reports

In project management, an operational summary can be used to provide stakeholders with a clear overview of project status, challenges, and next steps, facilitating better communication and decision-making.

Enhancing Business Presentations

In business presentations, incorporating a well-structured executive summary can capture the audience's attention and provide a roadmap for the discussion, improving engagement and understanding.

Improving Grant Applications

Non-profit organizations can use executive summaries in grant applications to succinctly present their mission, objectives, and the impact of their work, increasing the chances of securing funding.

Developing Marketing Strategies

Marketing teams can create operational summaries to outline campaign strategies, target audiences, and expected outcomes, ensuring all team members are aligned and focused on common goals.

Glossaire :

executive summary

A concise document that summarizes the key points of a larger report or proposal, often the first page a potential client reads.

operational summary

A structured overview of the operational aspects of a project, typically including clear and targeted thematic paragraphs.

copilot

An AI tool integrated into word processing software that assists users in generating content based on prompts.

thematic paragraphs

Sections of a document that focus on specific themes or topics, providing clarity and organization to the content.

editorial assistance

Support provided in the writing and structuring of documents to enhance clarity, impact, and professionalism.

decisive

Having the power to determine the outcome of a situation, particularly in the context of decision-making.

résultat(s)
00:00:04
the first page your potential client will read
00:00:08
and possibly the only one,
00:00:11
the stakes are high.
00:00:13
The goal is to generate a synthetic document that will often be
00:00:17
decisive in whether or not the detailed project continues to be read.
00:00:21
It may even be that a decision maker usually pressed for
00:00:24
time will base their decision solely on your executive summary.
00:00:29
Let's use copilot in word to generate this document by prompting our
00:00:33
request based on our previously written response to the commercial offer,
00:00:37
I express my desire to generate this executive
00:00:39
summary specifying that it must be compelling and concise
00:00:45
the result while acceptable does not respect
00:00:48
the usual structure of an operational summary,
00:00:50
particularly in form which should contain
00:00:53
clear and targeted thematic paragraphs.
00:00:55
I formulate my request to copilot to modify the structure.
00:01:00
Always aiming to do better.
00:01:02
I would like at the beginning of the document, a catchy phrase,
00:01:05
a gimmick to capture the reader from the start.
00:01:09
What can we conclude from copilot on this subject?
00:01:11
Especially regarding the content. In
00:01:14
this specific case, the foundation is there.
00:01:16
I indeed have the promised editorial assistance in a short and synthetic document.
00:01:21
However, because I am the professional,
00:01:23
it will be necessary to clearly rework the content,
00:01:26
to propose a more convincing and impactful document,
00:01:30
to make the prospective client fully trust me.
00:01:32
The stakes and structure of an operational summary are too important
00:01:36
to let A I deliver the message on my behalf.
00:01:39
Nevertheless, I have saved precious time with copilot.

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résultat(s)
00:00:01
O sumário executivo ou resumo operacional é
00:00:04
a primeira página que o seu potencial cliente irá ler
00:00:08
e possivelmente o único,
00:00:11
as apostas são elevadas.
00:00:13
O objetivo é gerar um documento sintético que muitas vezes será
00:00:17
decisivo para saber se o projeto detalhado continua ou não a ser lido.
00:00:21
Pode até ser que um tomador de decisão geralmente pressionasse
00:00:24
O tempo baseará a sua decisão unicamente no seu sumário executivo.
00:00:29
Vamos usar o copiloto no word para gerar este documento, solicitando o nosso
00:00:33
pedido com base na nossa resposta previamente escrita à oferta comercial,
00:00:37
Expresso o meu desejo de gerar este executivo
00:00:39
resumo especificando que deve ser convincente e conciso
00:00:45
o resultado, embora aceitável, não respeita
00:00:48
a estrutura habitual de um resumo operacional,
00:00:50
especialmente sob a forma que deve conter
00:00:53
parágrafos temáticos claros e orientados.
00:00:55
Formulo o meu pedido de co-piloto para modificar a estrutura.
00:01:00
Sempre com o objetivo de fazer melhor.
00:01:02
Gostaria, no início do documento, de uma frase cativante,
00:01:05
um artilha para capturar o leitor desde o início.
00:01:09
O que podemos concluir do copiloto sobre este assunto?
00:01:11
Principalmente no que diz respeito ao conteúdo. Em
00:01:14
neste caso concreto, a base está aí.
00:01:16
Tenho efectivamente a assistência editorial prometida num documento curto e sintético.
00:01:21
No entanto, porque sou o profissional,
00:01:23
será necessário reformular claramente o conteúdo,
00:01:26
propor um documento mais convincente e impactante,
00:01:30
para fazer com que o potencial cliente confie plenamente em mim.
00:01:32
As apostas e a estrutura de um resumo operacional são demasiado importantes
00:01:36
deixar A I transmitir a mensagem em meu nome.
00:01:39
No entanto, poupei um tempo precioso com o copiloto.

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résultat(s)
00:00:01
Il riepilogo esecutivo o il riepilogo operativo è
00:00:04
la prima pagina che leggerà il tuo potenziale cliente
00:00:08
e forse l'unica,
00:00:11
la posta in gioco è alta.
00:00:13
L'obiettivo è generare un documento sintetico che sarà spesso
00:00:17
decisivo se continuare o meno la lettura del progetto dettagliato.
00:00:21
Può anche darsi che un decisore abbia di solito insistito per
00:00:24
time baserà la sua decisione esclusivamente sul tuo riepilogo esecutivo.
00:00:29
Usiamo copilot in Word per generare questo documento richiedendo il nostro
00:00:33
richiesta basata sulla nostra risposta scritta in precedenza all'offerta commerciale,
00:00:37
Esprimo il mio desiderio di generare questo dirigente
00:00:39
riassunto specificando che deve essere convincente e conciso
00:00:45
il risultato, sebbene accettabile, non rispetta
00:00:48
la struttura abituale di un riepilogo operativo,
00:00:50
in particolare nella forma che dovrebbe contenere
00:00:53
paragrafi tematici chiari e mirati.
00:00:55
Formulo la mia richiesta al copilota per modificare la struttura.
00:01:00
Cerco sempre di fare meglio.
00:01:02
Vorrei che all'inizio del documento ci fosse una frase accattivante:
00:01:05
un trucco per catturare il lettore sin dall'inizio.
00:01:09
Cosa possiamo concludere dal copilota su questo argomento?
00:01:11
Soprattutto per quanto riguarda il contenuto. Nel
00:01:14
in questo caso specifico, le fondamenta ci sono.
00:01:16
Ho effettivamente l'assistenza redazionale promessa in un documento breve e sintetico.
00:01:21
Tuttavia, poiché sono un professionista,
00:01:23
sarà necessario rielaborare chiaramente il contenuto,
00:01:26
proporre un documento più convincente e d'impatto,
00:01:30
per far sì che il potenziale cliente si fidi completamente di me.
00:01:32
La posta in gioco e la struttura di un riepilogo operativo sono troppo importanti
00:01:36
lasciare che A I consegni il messaggio per mio conto.
00:01:39
Tuttavia, ho risparmiato tempo prezioso con Copilot.

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résultat(s)
00:00:01
Резюме или оперативное резюме
00:00:04
первая страница, которую прочитает ваш потенциальный клиент
00:00:08
и, возможно, единственная,
00:00:11
ставки высоки.
00:00:13
Цель состоит в том, чтобы создать синтетический документ, который часто будет
00:00:17
решающий вопрос о том, продолжит ли чтение подробного проекта.
00:00:21
Возможно, на этом даже настаивал тот, кто принимает решения
00:00:24
время будет основывать свое решение исключительно на вашем резюме.
00:00:29
Давайте создадим этот документ с помощью copilot in Word, запросив наш
00:00:33
запрос, основанный на нашем ранее письменном ответе на коммерческое предложение,
00:00:37
Я выражаю желание назначить этого руководителя
00:00:39
резюме с указанием того, что оно должно быть убедительным и кратким
00:00:45
результат, хотя и приемлемый, не вызывает доверия
00:00:48
обычная структура оперативного резюме,
00:00:50
особенно в форме, которая должна содержать
00:00:53
четкие и целенаправленные тематические пункты.
00:00:55
Я формулирую просьбу ко второму пилоту изменить структуру.
00:01:00
Всегда стремлюсь к лучшему.
00:01:02
Хотелось бы, чтобы в начале документа была броская фраза:
00:01:05
уловка, призванная привлечь внимание читателя с самого начала.
00:01:09
Какой вывод мы можем сделать из второго пилотного проекта по этому вопросу?
00:01:11
Особенно в том, что касается контента. В
00:01:14
В данном конкретном случае фундамент есть.
00:01:16
Я действительно получил обещанную редакционную помощь в виде короткого и обобщенного документа.
00:01:21
Однако, поскольку я профессионал,
00:01:23
необходимо будет четко переработать контент,
00:01:26
предложить более убедительный и эффективный документ,
00:01:30
чтобы потенциальный клиент полностью доверился мне.
00:01:32
Ставки и структура операционного резюме слишком важны
00:01:36
чтобы позволить А. мне передать послание от моего имени.
00:01:39
Тем не менее, благодаря второму пилоту я сэкономил драгоценное время.

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résultat(s)
00:00:01
El resumen ejecutivo o resumen operativo es
00:00:04
la primera página que leerá tu cliente potencial
00:00:08
y posiblemente la única,
00:00:11
hay mucho en juego.
00:00:13
El objetivo es generar un documento sintético que a menudo sea
00:00:17
decisivo para que se siga leyendo o no el proyecto detallado.
00:00:21
Incluso puede ser que un responsable de la toma de decisiones por lo general presione para
00:00:24
el tiempo basará su decisión únicamente en su resumen ejecutivo.
00:00:29
Utilicemos copilot en Word para generar este documento solicitando nuestro
00:00:33
solicitud basada en nuestra respuesta previamente escrita a la oferta comercial,
00:00:37
Expreso mi deseo de generar este ejecutivo
00:00:39
resumen especificando que debe ser convincente y conciso
00:00:45
el resultado, si bien es aceptable, no respeta
00:00:48
la estructura habitual de un resumen operativo,
00:00:50
particularmente en la forma que debe contener
00:00:53
párrafos temáticos claros y específicos.
00:00:55
Formulo mi solicitud al copiloto para modificar la estructura.
00:01:00
Siempre con el objetivo de hacerlo mejor.
00:01:02
Me gustaría que al principio del documento hubiera una frase pegadiza:
00:01:05
un truco para captar al lector desde el principio.
00:01:09
¿Qué podemos concluir de copilot sobre este tema?
00:01:11
Especialmente en lo que respecta al contenido. En
00:01:14
en este caso específico, la base está ahí.
00:01:16
De hecho, tengo la asistencia editorial prometida en un documento breve y sintético.
00:01:21
Sin embargo, como soy el profesional,
00:01:23
será necesario reelaborar claramente el contenido,
00:01:26
proponer un documento más convincente e impactante,
00:01:30
para hacer que el posible cliente confíe plenamente en mí.
00:01:32
Lo que está en juego y la estructura de un resumen operativo son demasiado importantes
00:01:36
para dejar que A entregue el mensaje en mi nombre.
00:01:39
Sin embargo, he ahorrado un tiempo precioso con copilot.

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résultat(s)
00:00:01
De samenvatting of operationele samenvatting is
00:00:04
de eerste pagina die je potentiële klant zal lezen
00:00:08
en mogelijk de enige,
00:00:11
er staat veel op het spel.
00:00:13
Het doel is om een synthetisch document te genereren dat vaak
00:00:17
doorslaggevend voor het al dan niet lezen van het gedetailleerde project.
00:00:21
Het kan zelfs zo zijn dat een besluitvormer meestal aandrong op
00:00:24
De tijd zal hun beslissing uitsluitend baseren op uw samenvatting.
00:00:29
Laten we copilot in Word gebruiken om dit document te genereren door ons te vragen
00:00:33
verzoek op basis van onze eerder schriftelijke reactie op het commerciële aanbod,
00:00:37
Ik spreek mijn wens uit om deze executive te genereren
00:00:39
samenvatting waarin wordt gespecificeerd dat deze overtuigend en beknopt moet zijn
00:00:45
het resultaat, hoewel acceptabel, respecteert niet
00:00:48
de gebruikelijke structuur van een operationele samenvatting,
00:00:50
met name in de vorm die zou moeten bevatten
00:00:53
duidelijke en doelgerichte thematische paragrafen.
00:00:55
Ik formuleer mijn verzoek aan de copiloot om de structuur aan te passen.
00:01:00
We streven er altijd naar om het beter te doen.
00:01:02
Ik zou aan het begin van het document een pakkende zin willen hebben,
00:01:05
een gimmick om de lezer vanaf het begin vast te houden.
00:01:09
Wat kunnen we uit de copiloot over dit onderwerp concluderen?
00:01:11
Vooral wat betreft de inhoud. In
00:01:14
in dit specifieke geval is de basis er.
00:01:16
Ik heb inderdaad de beloofde redactionele ondersteuning in een kort en synthetisch document.
00:01:21
Maar omdat ik de professional ben,
00:01:23
het zal nodig zijn om de inhoud duidelijk te herwerken,
00:01:26
om een overtuigender en impactvoller document voor te stellen,
00:01:30
om ervoor te zorgen dat de potentiële klant me volledig vertrouwt.
00:01:32
De belangen en de structuur van een operationele samenvatting zijn te belangrijk
00:01:36
om A I de boodschap namens mij te laten bezorgen.
00:01:39
Toch heb ik kostbare tijd bespaard met copiloot.

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résultat(s)
00:00:01
Podsumowanie lub podsumowanie operacyjne jest
00:00:04
Pierwsza strona, którą przeczyta Twój potencjalny klient
00:00:08
i być może jedyny,
00:00:11
stawka jest wysoka.
00:00:13
Celem jest wygenerowanie syntetycznego dokumentu, który często będzie
00:00:17
decydujące o tym, czy szczegółowy projekt będzie nadal czytany.
00:00:21
Może się nawet zdarzyć, że decydent zwykle naciskał na
00:00:24
czas będzie opierał swoją decyzję wyłącznie na twoim podsumowaniu.
00:00:29
Użyjmy copilota w programie Word, aby wygenerować ten dokument, prosząc o nasz
00:00:33
zapytanie oparte na naszej uprzedniej pisemnej odpowiedzi na ofertę handlową,
00:00:37
Wyrażam pragnienie wygenerowania tego dyrektora
00:00:39
streszczenie określające, że musi być przekonujące i zwięzłe
00:00:45
wynik, choć akceptowalny, nie respektuje
00:00:48
zwykłą strukturę podsumowania operacyjnego,
00:00:50
Szczególnie w formie, która powinna zawierać
00:00:53
jasne i ukierunkowane akapity tematyczne.
00:00:55
Sformułuję prośbę do kopilota o modyfikację struktury.
00:01:00
Zawsze dążymy do lepszego działania.
00:01:02
Chciałbym na początku dokumentu chwytliwe zdanie,
00:01:05
sztuczka, aby uchwycić czytelnika od samego początku.
00:01:09
Co możemy wywnioskować z copilota na ten temat?
00:01:11
Zwłaszcza jeśli chodzi o treść. W
00:01:14
Ten konkretny przypadek, fundament jest tam.
00:01:16
Rzeczywiście mam obiecaną pomoc redakcyjną w krótkim i syntetycznym dokumencie.
00:01:21
Ponieważ jednak jestem profesjonalistą,
00:01:23
konieczne będzie wyraźne przerobienie treści,
00:01:26
zaproponować bardziej przekonujący i skuteczny dokument,
00:01:30
Aby potencjalny klient w pełni mi zaufał.
00:01:32
Stawki i struktura podsumowania operacyjnego są zbyt ważne
00:01:36
pozwolić A, żebym dostarczył wiadomość w moim imieniu.
00:01:39
Niemniej jednak zaoszczędziłem cenny czas z copilotem.

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résultat(s)
00:00:01
Az összefoglaló vagy a működési összefoglaló
00:00:04
Az első oldal, amelyet a potenciális ügyfél elolvassa
00:00:08
És talán az egyetlen,
00:00:11
A tét magas.
00:00:13
A cél egy szintetikus dokumentum létrehozása, amely gyakran
00:00:17
döntő abban, hogy a részletes projekt továbbra is olvasható-e vagy sem.
00:00:21
Előfordulhat, hogy egy döntéshozó általában arra kényszerítette
00:00:24
az idő döntését kizárólag az Ön összefoglalóján alapítja.
00:00:29
Használjuk a copilot alkalmazást a Wordben a dokumentum létrehozásához azzal, hogy felszólítjuk
00:00:33
a kereskedelmi ajánlatra adott előzőleg írásbeli válaszunk alapján történő kérés,
00:00:37
Kifejezi a vágyamat, hogy létrehozjam ezt a vezetőt
00:00:39
összefoglaló, amely meghatározza, hogy meggyőzőnek és tömörnek kell lennie
00:00:45
az eredmény, bár elfogadható, nem tartja tiszteletben
00:00:48
a működési összefoglaló szokásos felépítése,
00:00:50
különösen olyan formában, amelyben tartalmaznia kell
00:00:53
világos és célzott tematikus bekezdések.
00:00:55
Megfogalmazom a kópilótához intézett kérésemet a szerkezet módosítására.
00:01:00
Mindig arra törekszünk, hogy jobbat csináljunk.
00:01:02
Szeretnék a dokumentum elején egy fülbemászó mondatot,
00:01:05
egy trükk az olvasó elejétől fogva megragadásához.
00:01:09
Mit lehet következtetni a kópilótából ebben a témában?
00:01:11
Különösen a tartalom tekintetében. Benn
00:01:14
Ez a konkrét eset, az alapítvány ott van.
00:01:16
Valóban megvan az ígért szerkesztői segítségem egy rövid és szintetikus dokumentumban.
00:01:21
Mivel azonban én vagyok a profi,
00:01:23
egyértelműen át kell dolgozni a tartalmat,
00:01:26
meggyőzőbb és hatásosabb dokumentum javaslata,
00:01:30
Hogy a leendő ügyfél teljes mértékben bízzon bennem.
00:01:32
A működési összefoglaló tétje és felépítése túl fontos
00:01:36
Hagyjuk, hogy A nevemben továbbítsam az üzenetet.
00:01:39
Ennek ellenére drága időt takarítottam meg a copilot segítségével.

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Mandarine AI: WHAT YOU SHOULD KNOW

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