Everybody who writes for a senior executive audience should attend Pat's course on Writing Effective Summaries and Briefings."
Blaine Varner
vice president
bank of montreal

Straight to the Point

Workshop Objectives

In this one-day workshop, participants will learn how to organize and write  a targeted briefing or summary that clearly highlights for decision-makers the main features of a business plan, proposal or report. Straight to the Point can also be a half-day workshop, with completion of Writing that Gets Results as a prerequisite.

Participants Will Learn To:

  • Understand the purpose, content and benefit of briefings and summaries
  • Look at the summary from a decision-maker's point of view
  • Organize and focus information to highlight key points
  • Deal with the challenges of focusing and summarizing complex information
  • Think critically and write strategically
  • Use the workbook as a reference tool to help stay on track after the workshop

Program Features

  • A highly interactive, fast-paced environment
  • Group and individual exercises
  • Real business examples
  • An extensive workbook that aids participants in following each step of the workshop, including summaries of concepts and recommended reference materials for follow-up


 In preparation for one exercise, participants think about their current work/project/assignment (or one recently completed) in terms of strategic goals and value.

Participants bring to the workshop a minimum of four pages of their own writing from either current or previous engagements.