managed by q case study executive summary

Smart. Open. Grounded. Inventive. Read our Ideas Made to Matter.

Which program is right for you?

Through intellectual rigor and experiential learning, this full-time, two-year MBA program develops leaders who make a difference in the world.

A rigorous, hands-on program that prepares adaptive problem solvers for premier finance careers.

A 12-month program focused on applying the tools of modern data science, optimization and machine learning to solve real-world business problems.

Earn your MBA and SM in engineering with this transformative two-year program.

Combine an international MBA with a deep dive into management science. A special opportunity for partner and affiliate schools only.

A doctoral program that produces outstanding scholars who are leading in their fields of research.

Bring a business perspective to your technical and quantitative expertise with a bachelor’s degree in management, business analytics, or finance.

A joint program for mid-career professionals that integrates engineering and systems thinking. Earn your master’s degree in engineering and management.

An interdisciplinary program that combines engineering, management, and design, leading to a master’s degree in engineering and management.

Executive Programs

A full-time MBA program for mid-career leaders eager to dedicate one year of discovery for a lifetime of impact.

This 20-month MBA program equips experienced executives to enhance their impact on their organizations and the world.

Non-degree programs for senior executives and high-potential managers.

A non-degree, customizable program for mid-career professionals.

Better predictive models could reduce clothing returns

Economist Claudia Sahm has a better way to handle recessions

For business leaders: A digital tool for visualizing climate actions

Ideas Made to Matter

New case study examines good jobs and growth at Managed by Q

Zach Church

Jun 15, 2016

A new case study from MIT Sloan examines growth strategies for Managed by Q , an on-demand office cleaning and management company where pay above industry standard is a core part of the business model.

Founded in 2014, Managed by Q provides office cleaning, maintenance, and supply services. Headquartered in New York City, Q also operates in Chicago, San Francisco, and Los Angeles.

Unlike other on-demand companies like Uber or food delivery service DoorDash, Managed by Q hires employees instead of relying on contractors. Those working 30 hours or more a week receive free health insurance, workers compensation, paid vacation time, and a 401(k).

As of summer 2015, cleaners were starting at $12.50 an hour, with a 25 cent raise every six months. Even without benefits, that put income well above the janitorial industry’s average annual wage of $15,000.

The approach has made Managed by Q stand out in the on-demand industry, where classifying workers as contractors—freeing companies from the need to provide benefits and a minimum wage—is the norm.

Managed by Q’s commitment to workers and operational excellence highlights several elements of “ The Good Jobs Strategy ,” a book by MIT Sloan Adjunct Associate Professor Zeynep Ton. In the book, Ton argues that when a company deploys its workforce in smart ways, its workers can be a driver of profit rather than a driver of cost. Costco, grocery chains Trader Joe’s and Mercadona, and convenience store chain QuikTrip are all detailed as examples.

“The original thesis is, if our people are so amazing and our technology is so amazing, eventually office managers will turn to us for everything,” Managed by Q co-founder and CEO Dan Teran says in the introduction to the case study. “So we’ll effectively aggregate the demand for all of the goods, services, and technology that’s required to run the office. And that’s the bet we’re making.”

The case study, which is available free online , was written by Ton and Cate Reavis, MIT Sloan’s associate director of curriculum development. It examines Managed by Q’s position in July 2015 and offers three paths to growth: acquire more customers and offer more services in the four current markets; expand into new markets; or build its technology platform to offer more services, including some by approved vendors such as information technology firms.

On May 9, Teran visited Ton’s class at MIT Sloan to discuss the case study. Teran told students that Managed by Q was pursuing each of the options, while paying attention to strengthening its technology platform.

Managed by Q has raised more than $40 million in funding, including a $25 million series B round earlier this year. In the class, students said taking on funding may force Managed by Q to make decisions that compromise its commitment to good jobs in exchange for faster growth and greater returns.

“It is true … there are some investors that are too short-term focused, but there are also other investors that are thinking more long term,” Teran said. “But the only way you can satisfy those investors is with operational excellence.”

Related Articles

• Material Detail: Managed by Q Case Study

Material Detail

Managed by Q Case Study

In July 2015, Managed by Q co-founder and CEO Dan Teran was trying to decide how best to grow the 15-month old on-demand office cleaning and maintenance company. As Teran saw it, Q, which differentiated itself from the competition by leveraging people and technology, could grow by acquiring customers in its existing markets of New York, Chicago, and San Francisco; expanding into new markets; or, diversifying the range of services it offered in...

• Business  / Management  / Production and Oper Mgnt

• Under Review
• User Rating
• Learning Exercises
• Bookmark Collections
• Course ePortfolios
• Accessibility Info
• Report Broken Link
• Report as Inappropriate

More about this material

Disciplines with similar materials as Managed by Q Case Study

People who viewed this also viewed.

Other materials like Managed by Q Case Study

Full Description

In July 2015, Managed by Q co-founder and CEO Dan Teran was trying to decide how best to grow the 15-month old on-demand office cleaning and maintenance company. As Teran saw it, Q, which differentiated itself from the competition by leveraging people and technology, could grow by acquiring customers in its existing markets of New York, Chicago, and San Francisco; expanding into new markets; or, diversifying the range of services it offered in the office management space. No matter which path Q chose, Teran was committed to protecting the company’s unique business model and culture.

Leaerning objective:

To demonstrate how a start-up can disrupt an established industry known for mediocre service and bad jobs with a good jobs strategy—a human-centered operations strategy that combines investment in frontline employees with carefully made operational choices and strong commitment to values; provide an opportunity to discuss growth in the context of a young business that has a human-centered operations strategy; and, highlight the importance of aligning investors and their expectations with a business that has a human-centered operations strategy.

A watermarked copy of the case can be viewed here. If you are an instructor you can complete the form to obtain an educator's copy. Note: You can obtain multiple educator copies with one form.

Edit Comment

Edit comment for material Managed by Q Case Study

Delete Comment

This will delete the comment from the database. This operation is not reversible. Are you sure you want to do it?

Report a Broken Link

Thank you for reporting a broken "Go to Material" link in MERLOT to help us maintain a collection of valuable learning materials.

Would you like to be notified when it's fixed?

Do you know the correct URL for the link?

Link Reported as Broken

Link report failed, report an inappropriate material.

If you feel this material is inappropriate for the MERLOT Collection, please click SEND REPORT, and the MERLOT Team will investigate. Thank you!

Material Reported as Inappropriate

Material report failed, comment reported as inappropriate, leaving merlot.

You are being taken to the material on another site. This will open a new window.

Do not show me this again

Rate this Material

Search by ISBN?

It looks like you have entered an ISBN number. Would you like to search using what you have entered as an ISBN number?

Searching for Members?

You entered an email address. Would you like to search for members? Click Yes to continue. If no, materials will be displayed first. You can refine your search with the options on the left of the results page.

• Business News
• Social News
• Webpreneurship
• Global Finance
• Personal Finance
• Youth Finance
• Travel & Tourism
• Biography & Journey
• Entrepreneur Case Studies
• Entrepreneur Interviews
• Success Stories
• Advertisements
• Digital Marketing
• Social Media
• Environment
• Career Tips
• Health & Wellness
• Home & Decor
• Infotainment
• Recreation & Entertainment
• Shopping Trends
• Travel & Tourism
• Infographics
• Business & Finance
• Entertainment
• Science & Tech
• Entrepreneur
• International Business
• Operations Information & Technology
• Social Media & Social Innovation
• Research Reports
• Trending News
• Entrepreneur Stories
• Case Study Center

Tesla’s Cheapest Cybertruck Will Cost $60,990 in 2025

Jpmorgan’s s&p 500 2024 outlook grimmest on wall street, fed will cut interest rates as soon, predicts bill ackman, ai startup of google raises $24 million for biotech work, quantum computing lab shut by alibaba in sign of broader cutback, eyewear innovations: how eyebuydirect ceo sunny jiang is leading the way, why schedule commercial cleaning before client meetings, blueprint for success: starting your business right, the comprehensive guide to understanding channel managers, what is a warehouse management system, 5 key strategies to invest your 1 lakh investment in an index fund, navigating the modern landscape of online trading platforms, the evolution of commerce: bitcoin payment innovations, fbs-prime review: ultimate online trading solution, icici net banking: features and essential aspects, icue download: rule the games smarter, not harder, how innovation management software unlocks employee potential and drives growth, how an hr director saves time onboarding new hires with a ukg integration, optimal approaches to land development: criteria for assessing urban projects, efficient inventory management: tips for retailers working with suppliers, public speaking – 5 tips to enhance your skills, starting your bar business: a comprehensive guide to success, what should you know about sales forecasting methods, igor yusufov: the minister and reformer who found ways to cope with large-scale challenges, 6 ai business ideas to launch your entrepreneurial journey, the first steps of ukrainian entrepreneurs in 2024, mikhail shelkov: reimagining titanium and education, a comprehensive review of ‘1-week mba’: the crash course you need, dr dre net worth shows he’s one of the world’s richest rappers, success story of rudolf weigl, who found the cure for typhus, the success story of lei jun, xiaomi ceo and co-founder, success story of mr. jeffrey peter bates, an author, copywriter and voiceover artist, true story after jason buechel becomes the ceo of whole foods, steve jobs – an innovator and genius who shaped the modern world with incredible influence, johnny depp was offered a usd 300 million deal by disney to return as jack sparrow, the success story of gymshark founders underlines the astute leadership of ben francis., thesparkshop.in:product/batman-style-wireless-bt-earbuds – sound superhero, selecting an sms api vendor and mastering conversational sms, bolly4u: your platform for unlimited movies, choosing the right lab management software: lis vs. lims, why is xresolver controversial impact on online gaming, 12 marketing strategies for the modern consumer, mastering the digital marketing maze: proven tactics for modern businesses, what can an seo audit reveal about the health of kent-based websites, the influencer’s secret: revealing the premier websites for buying instagram likes in 2024, how to properly define your strategic target when sending a satisfaction survey, critical conservation: top 10 endangered animals, unraveling the quadratic equation: solving 4x ^ 2 – 5x – 12 = 0, the legacy of the tibetan mastiff in the himalayas, humans’ role in expanding the list of extinct animals, the imperative of responsible electronic waste recycling: a collective responsibility, kelly clarkson weight loss: what are the secrets, cannabis and aging: potential benefits for seniors, how to get a fitness training license online this season, how weather conditions affect your tv aerial reception and what to do, hdmovie2: get 10 best hdmovie2 to watch online, how can telematics data improve freight transportation, how to incorporate sustainability at your business event, the dangers of a disconnected team, unlocking success: strategic tips for securing your startup funding round, how to register a business name: 5 quick steps, 10 psychology principles for marketers in the digital age, bringing more diversity to accounting, business & personal financial management tips for veterans, 7 steps to detox your body in 15 days, the impact on your body after quitting sugar intake, top 5 hotels in valdosta ga: get apt budget-friendly stay, embracing the divine: a visitor’s guide to sagrada familia and tips on ticket purchase, 8 foods to avoid after your workout, kakao: seamless communication in south korea and beyond, kaplan inc.: a trailblazer in the global learning sector, grubhub inc.: a leader in the food delivery industry, fanatics, inc.: the ultimate source for exclusive sports gear, an in-depth guide on how to convert heic to jpg, 5 most dangerous force in the world, a guide on how many rings does lebron have, how masako katsura, the first lady of billiards, pioneered women empowerment, waiting for squid game season 2 here’s what the director revealed, don’t diy water damage repairs to your business, crypto platforms linked to justin sun attacked by hackers, us mortgage rates plunge, triggering housing demand, 10 effective customer feedback tools and strategies, erp sgt: power up your business game successfully & smoothly, finding your niche: specialization in the construction industry, empowering future with solar techno.io: unlock solar power , mero share: everything you wanted to know about it, fatca reporting in 2024: navigating the latest regulatory landscape, dmitry gordovich: successful entrepreneur and caring person, a deep dive into “from fearful to fearless”: building confidence brick by brick, chris allen from oodle life on running a publication and developing your own products, thesparkshop.in:product/earbuds-for-gaming-low-latency-gaming-wireless-bluetooth-earbuds: learn more, binge-worthy sdmoviespoint2: paradise for movie maniacs, unlocking the potential of proxiyum: a comprehensive guide, optimize your email marketing strategies for success, mastering natural growth on instagram: a comprehensive strategy guide, marketing methods beyond advertisements, threats to sustainability: climate change issues, natural gas: what are the expectations on energy demand for 2024, the role of technology in sustainable agriculture, discovering paradise: top saint lucia hotels for a dream vacation, wellhealthorganic.com/know-the-causes-of-white-hair-and-easy-ways-to-prevent-it-naturally: stop premature hair graying, the science of sleep: how your environment affects your rest, 8 key goals to achieve for financial freedom, what’s inside the statue of liberty, 6 incredible things to do in ubud: explore your options, travelport worldwide ltd: navigating the world of travel and technology, copart, inc.: revolutionizing the vehicle remarketing industry, carvana co.: revolutionizing the car buying experience, top unsolved mysteries of the world that can boggle your mind, who is the best team in fifa rankings what about brazil and argentina, ash ketchum becomes world’s best pokemon trainer after 25 years, managed by q case study.

Article Overview

Office Management Company – a business which is comparatively new but still very useful.  Management by Q is one such firm that deals with office management . It provides all kinds of services be it security, IT, office administration, maintenance, and cleaning . Companies outsource to Management by Q for payment of office services, scheduling work, requesting project quotes, and discovering service providers that are vetted. Founded in 2014, the company was acquired in 2020 by Eden .

Background of Managed by Q

This NewYork based company was launched by Dan Teran and Saman Rahmanian . Both the founders met at a venture development company named Prehype . It was then they both realized that they share their interest when it comes to designing and using it further to create wonderful experiences. From their experiences in working for a different company, they realized that one thing which is common in all of them was poor housing co-ops maintenance services. They said that despite having a well-framed contract there was a lack of transparency and also communication when it comes to maintenance. It was then they realized that they could use their shared interest in technology and design to develop a technique that allows them to manage, clean, and maintain a physical space. A wall-mounted Ipad was envisioned by them. This Ipad allowed its customers to customize the dashboard as well as get notified when a particular task assigned is completed. The founders targeted Co-op boards but later started approaching office managers as they felt it would be more efficient and effective to work for them.

Services Offered by Managed by Q

Saman who was the Chief Product Officer and Dan , the company CEO ’s decided to retain customers rather than getting one-time clients. They targeted companies that occupied space between 6000  to 20,000 Square feet in commercial buildings that were Class B or C.

Recycling , taking the trash out, detailing floors, cleaning kitchens , workstations , conference rooms , and offices. They charged USD 25 per cleaner but the minimum hour for taking the service was 2. Their maintenance service included tasks related to carpeting, plumbing , electrics, changing bulbs, painting, unpacking and packing boxes , assembling furniture, etc for which they use to charge USD 40 TO 80 per hour depending on the tasks involved. The company ensures that office supplies like toilet paper, trash bags, cartridges, stationery, etc are all stocked up. Through Ipad, the clients could request services and even track the one already assigned, making sure the entire process is transparent.

Employment Model of the Firm 

Back in 2014, when Q was founded , it was the contractor model famous among startups that provided cleaning and maintenance services. The founder’s sub-contracted cleaners initially from companies that dealt with commercial cleaning. The cleaners were given the company customized uniform and customer account after educating them how to check out and check-in, on the iPad and also about cleaning protocols.

Within three months of establishment, Both Dan and Saman realized that this model of subcontracting would bring them loss in the longer term and affect the quality of services offered to the clients. It was Teran who felt that no matter how advanced technology is, the company should focus equally on the service quality as well. They even wanted to hire employees who are dedicated and committed to the company and helps in making the firm a success. So, taking inspiration from companies such as Costco and UPS, even Q started taking care of their employees and made sure that both the employees and the companies are satisfied and work together as one and not individuals.

Eventually, the company started addressing each employee of their firm as an ‘ operator ’ despite their designation. 

Timeline of Management by Q

Solutions provided by managed by q, hr and people ops managers.

The responsibilities of HR and People Ops Managers provided by Managed by Q are to build a strong company culture, manage talent within the organization, and create a healthy work environment. They are responsible for the recruitment process , employee engagement programs, training and development of employees, compensation plans, benefits programs, and other HR functions . HR and People Ops Managers provided by Managed by Q must also develop new leaders in the organization by promoting from within. It is their responsibility to take care of employees who have been with the company for a long time or those who are retiring .

Office managers

Office managers are responsible for the office’s day-to-day operations. They oversee all of the staff, hiring , and firing. They are also in charge of organizing events and celebrations for employees. The responsibilities of an office manager hired via Managed by Q depend on the company they work for. However, there are some general tasks that most office managers have to do regularly. These include:

– Organizing events

– Hiring new staff

– Maintaining a clean environment

They work closely with other office staff to ensure that the office is well managed and that all tasks are completed on time. The main responsibility of an office manager from Managed by Q is to make sure that the company’s business runs smoothly. They need to make sure that there is ear communication between employees and managers to monitor and control any changes in the company’s environment.

Office managers also have to be aware of any changes in technology, as they may affect their business. For instance, if a competitor releases new software or hardware, they should be able to know about it and take the necessary steps before it becomes too late. Managed by Q offers the best office manager solutions.

IT Managers

The IT manager is the person responsible for the success or failure of an organization. The IT manager provided by Managed by Q must be proactive to keep up with the latest trends and technologies. Responsibilities of IT managers include:

-Managing, monitoring, and maintaining information technology equipment, software, networks, and data centers;

-Maintaining security measures to protect assets from unauthorized access or attack;

-Monitoring and evaluating IT performance metrics to maintain a high-quality service level;

-Providing input into long-term planning efforts related to information technology systems.

Facilities manager

The Facilities Manager is responsible for maintaining the building or buildings that are the company. They are in charge of all the maintenance and upkeep of the property. This includes repairs, upgrades, and general management. The Managed by Q Facilities Manager is also responsible for managing any employees that work in this department. They create schedules, assign tasks, and ensure that there is enough help to get everything done on time. The Responsibilities of the Facilities Manager include:

– Ensuring that the facility is maintained in a clean, safe, and attractive condition for all occupants

– Maintaining the safety of the facilities

– Ensuring that the facilities are available when needed by occupants

Career Opportunities Provided by Managed by Q

Managed by Q is a customizable workplace management tool that helps businesses run entire offices more efficiently. The recent-released COVID Team Safety app, Managed by Q’s finest workspace software, enables firms to log visitors, track worker ticketing and support requests, reserve rooms, oversee their upkeep, and now allow the team to return safely to the workplace.

Here are some of the positions for which managed by Q is hiring now,

• Recruiter (San Francisco Office)
• Product Designer (San Francisco Office)
• Product Design Manager (San Francisco Office)
• Product Manager (San Francisco Office)
• QA Analyst (San Francisco Office)
• Sales Development Representative (Indianapolis Office)
• Senior Product Designer (San Francisco Office)

Some of the perks and benefits provided by managed by Q for its workers,

• Unlimited PTO
• Stock options
• Employees resource groups
• Company-wide events
• Flexible hours
• Medical, vision, and dental insurance
• Wellness stipend
• Home office reimbursement
• Volunteer time off
• Half-day Fridays

Why should you consider an office management platform company like managed by Q?

A successful business requires a good management service provider to bring out the best in its employees, from hiring new staff training and coaching programs. The management service provider, managed by Q, also has a vital role in ensuring that employees are motivated in their duties and not over-worked. There is no way to guarantee happiness without proper motivation to function optimally. Many firms have achieved this by providing executive incentives like health benefits and retirement plans , retirement planning, career development opportunities, etc., with the help of Managed by Q . But for any organization to improve its productivity and effectiveness, other things should be done than just making the company attractive to potential candidates. Managed by Q has expertise in HR, CRM & Marketing & Sales & Customer Care. As far as these companies are concerned, they will care for their clients’ needs. It looks after many aspects, including payroll and human resources, time & attendance, sick leaves, vacation leave, benefits, pensions , etc. These services ensure maximum satisfaction. Some of the main areas where you can find them are listed below.

Services provided in the office management platform company like Managed by Q –

Hiring Process

This is a multi-stage process where most jobs are available in phases. A job offer needs to be made during each phase based on qualifications, experience and qualification, knowledge and skill, personal qualities , etc. This phase is also called the “application stage” or “initial screening” of applicants. Managed by Q looks after that, each applicant must meet the selection criteria set by the organization before being given a chance to apply for the same. After evaluating the candidate’s application, a shortlisting is done by either senior or junior level executives via Managed by Q . This shortlisting takes place to determine which is suitable for the post. At this point, the final choice between several qualified candidates is accepted by selecting the top contender. Only then the next phase starts with the approval of Managed by Q, and it goes on till the final interview, and finally, the hiring is carried out by the selected employee in the respective department.

Executive Payroll Benefits

Managed by Q efficiently monitors that Employee Benefits Program and Compensation Plan to Employees and Managers provide Health Insurance , Life Insurance , Retirement Savings Plans, Social Security Plans, Family Assistance, Accident Medical Subsidy. Other Services Managed by Q include EMT/Paramedical Safety Permits, Pregnancy Leave (Paid), Personal Injury Protection, Vacation Offers, Sick Leaves, Paid Holidays, Travel Expenses Discounts, Free Food, Healthy Meals (Safari), Workplace Violence Response Team, Emergency Evacuation Facility, On-Call Help Desk, Flexible Spending Account, Dental and Vision Insurance Options, Deductible Healthcare Coverage, Daycare Provisional Care, Transportation Facilities for Children, Housekeeping and Entertainment Facilities, Kitchen Facilities.

Job Description

Job descriptions provide a detailed account of tasks and responsibilities for a particular work. Every job has specific requirements like skills , knowledge, proficiency, etc. Managed by Q looks after that; such descriptions help recruit professionals across different fields and departments at the company. This is one of the most critical sections in interviews as well. Here for the exact details about a job , description, skills, knowledge, and experience, you need to send in some relevant samples, which Managed by Q B does efficiently. No doubt the people dealing with media marketing might have better knowledge than your company’s representatives. With job descriptions, you can ensure that you have picked suitable candidates.

Performance Appraisal System

The performance appraisal system Managed by Q is used to assess workers’ performance based on work output and personal contributions over time. The purpose of using performance management software is to measure the actual value of workers in terms of their outcomes and results. Any system Managed by Q can be effective if it supports a systematic approach to measuring the performance of employees so that everyone knows where he stands against them. If your company has one, ensure the high quality of its software to generate accurate reports.

Performance Evaluation Report

Performance evaluations provided by Managed by Q are used to evaluate the quality and quantity of results in a specific area of activity about the set standards. They compare performances at every stage of activity and help in improving or setting up goals in the future by focusing on quality improvements, meeting deadlines, and increasing workforce productivity . This service provided by Managed by Q can be beneficial in various ways. However, it becomes an integral part of the employment contract when it comes to hiring new employees . One of the best ways of doing it is by having an online profile based on experience, qualifications, and job history. This document by Managed by Q provides crucial insight into how you can increase your chances of getting a desirable candidate for a specific position. Since you can see the job history of your past candidates and evaluate the output from your past employees, it is easier to pick the candidates who have performed well.

Further Reading

Your Guide to Starting a Small Business

Benefits of Cloud Computing for Small Businesses

Ways to Optimize Your Management Style for Business Expansion

Related articles.

Masseter Botox:  A Definite Guide for You

• Write for Us

Subscribe to our stories

To be updated with all the latest news, offers and special announcements.

• Privacy Policy
• Cookie Policy
• Terms and Conditions

© Business Upside | All rights reserved

Product details

Teaching and learning

Time period, geographical setting, featured company.

Managed by Q

“The people that we have found through Underdog.io—they just come across as smart, good people at their core.”

Tyler Smith, Talent Lead

About Managed by Q

Managed by Q, a tech-driven office management company with a double-bottom line, has teamed up with Underdog.io as it expands its services and staff across multiple U.S. cities. We spoke with Tyler Smith, Q’s Talent Lead, about his startup’s approach to hiring and Q’s collaboration with Underdog.io. The people, price, and process of Underdog.io’s talent platform have made it a valuable resource to Q as it seeks to both upend the office cleaning space and challenge the gig economy.

The Hiring Challenge

A service-driven company, Managed by Q views talent as fundamental to its competitive advantage—whether in the office or in the field. “Compared to the tech giants we’re definitely small,” Smith said. “Every hire we make is pretty darn impactful--not just on their team, but [their impact] can be felt across the organization.”

Q looks for a range of characteristics and skills in candidates. At the heart of the company’s secret sauce is its “Q Code,” a list of 10 statements that define the company’s culture and that are employed in the hiring process. Smith shared that his team looks for those who support other teammates, and are humble, smart, driven and kind.

For technical candidates, Smith emphasized flexibility. “We have people who've joined the company with no experience with our stack but are smart, driven engineers—they came in and picked it up.” The company is open to hiring less experienced engineers if they are truly passionate about Q.

Partnership and Impact

For Q, the candidate pool, cost, and control over the process that Underdog.io’s platform offer make it a strong match.

Smith shared his appreciation for Underdog.io’s tailored, curated candidate group relative to the high volume of job seekers on other platforms. He appreciates that all of the candidates he has hired via Underdog.io have been a fit for Q’s dual mission and innovative culture. “The people that we have found [through Underdog.io]--they just come across as smart, good people at their core,” he said. “That’s what I look for and we've been able to find that.”

He also explained how he viewed Underdog.io’s pricing and process structure as a cost-efficient fit for the company’s recruiting practices, providing both freedom and flexibility. “Other [services] want to manage the communication process so they can receive their fee,” he said. “But, I would much rather see a name and have the ability to reach out to them on my own terms, than being forced through a manufactured funnel.” Smith values the sense of ownership over candidate relationships that Underdog.io’s platform fosters—including the ability to send emails directly from his own inbox.

Underdog.io’s flexibility aligns with Q’s recruitment approach, balancing short and long-term needs. “Day-to-day, we’re trying to fill current open jobs—it’s a large enough effort, it doesn't always give enough time to build a long-term pipeline, so we’ve been looking for ways to build pipeline,” he said, acknowledging that he appreciates the ability to contact Underdog.io candidates beyond their featured window. “It’s not just a one-shot, one-week wonder,” he said.

As for which kinds of organizations he would recommend partnering with Underdog.io, Smith believes that a range of companies would benefit from using the platform. “I think that for organizations that have limitations on their recruiting budget, the platform is very helpful—also for smaller organizations doing their first hiring,” he said. “[Underdog.io has] done a lot of hard work in getting candidates looking for work there and ready to review.”

Unique Submission

• Posted on April 12, 2021
• Unique Submission Team

AN ANALYTICAL REPORT ON MANAGED BY Q

By Afrin Sultana

May 23, 2020

INTRODUCTION

The report which is deal with by Q- also considered as Q and this is high on demand janitorial service started by Dan Teran and Saman Rahmanian in 2014. The firm’s worked towards offering the services with not only clean floors and windows, maintenance to the individuals.

Q has already established its name in the venture capital firm industry with its expansion in countries like New York, San Francisco and Chicago. However, the study revealed that $51 billion has been spent on these services and recognized that the janitorial service industry is highly segmented in nature. Likewise, the estimations show that nearly 860,000 people are in the cleaning services in a country like the USA and around 1.8 million individuals are employing but currently it is identified that firm has less than five people. This area put founders into a state of ambiguity unable to decide if the company should continue working in its existing market and acquire more customers, providing more services or if they should expand in new markets.

FUTURE OF DEALT BY Q (EDIT)

Managed by Q  is the start-up idea of Dan Teran and Saman Rahmanian, as already mentioned.  However, the idea of maintenance services emerged at the time when Mr Teran and Mr Rahmanian meet at the venture development firm, Pre hype. It is found that Teran having an experience related to community organizer under Baltimore and Rahmanian as he was a member of his co-op society. Both have mutual contribute to their annoyance with the preservation help in their housing department.

The opportunity is big and the competition tends to be high.  The top companies in the industry consist of Industries like ABM which purpose is to serve commercial buildings and residential complexes. It equally offered janitorial services such as parking facilities, building development resolution, security management and other related services etc. However, Jani-King International is a commercial janitorial company that has more than 10,000 U.S. franchises. It earned capital of $662.8 million with their offering which includes cleaning related Services within that it has 4,000 franchises and a growth rate of $329.9 million( Zeynep T. Case study on Managed by Q, n.d).

Nevertheless, what made Q stand out was that it was a merger of design, technology and maintenance. In its inception stage, both Teran and Rahmanianmoved toward boards with their new design but down through the road, they realized that office managers were better target customers. According to Teran, office managers had better executive control and they wanted lesser hassle.

SERVICES OFFERED BY MANAGED AT Q

There are various services include office cleaning and sanitation, conference halls, work stations and kitchen related recycling along with deals regard to floor charging and maintenance services. Other services involve such as trash bags, soap or paper towels, copy, pen, paper and pencils etc.

Q offer clients an iPad by providing a customized dashboard that lists the tasks requested by the office manager. Using this service, the office managers can monitor cleaners once they came, supervise them or adjust their work. There is even an application for the cleaners within which it allows the cleaners to make contact with Q and customer’s in respect to contact regard to the problem which occur during the job.

ANALYSIS OF STRATEGIC ISSUES

With its founding, Q grow 33% each month. It now offers excellent services with 228 accounts in NY. besides that, 25 is found in Chicago while 28 are in San Francisco. (https://www.crunchbase.com/organization/managed-by-q#section-overview). Now, there are three issues that the company faces regarding its expansion.

Expand overseas

During the late Spring 2015 time, Teran has estimated that by December 2015, the company would be able to expand Boston, Atlanta and Washington DC(The New York Times Magazine, 2020). But this is easier said than done. Q is a company that is not just based on servers and merely establishing a server in a different part of the world does not solve the problem. Managed by Q comprises of its workforce who are the cleaners who need to be trained and provided for. Another concern in this strategic issue is that if they didn’t expand on time, some other company might bring up the idea and establish themselves before Q did.

Acquire more customers

The second growth technique that the company is taking into consideration is to attract more individuals within the existing market through offering more services. They already are a hit in various companies of New York, San Francisco and Chicago. So, through the existing customers, they can attract more customers in different fields.

Build the technology platform

Since the start, Teran and Rahmani have always had plans of developing an operating system. Their idea of providing the iPad to its customers already was a success. So bringing in a third party that had a different set of services other than what Q provided and offering them to the customers by upgrading their software is also a foolproof idea.

 RECOMMENDATIONS

• Expanding beyond three markets is challenging but highly recommended. It will help in having different types of customers and help in a spread in challenging market easily.
• Managed by Q is a very unique idea since it’s a combination of human resources and technology. It will help in attaining success.
• Q stands out compared to other on-demand companies because they do not involve a third party, they do not classify workers as contractors and no partner vendors or sub-contracting.
• Expansion into the global market should be made so that it could enhance profits and grab a position in a competitive market.
• Technology should be integrated so that it could connect with employees and customers easily without wasting resources.

No matter which decision is taken by the founders of the Q company, eventually it has to be done without compromising the business model, services, quality and work culture.

Ton, Z. and Reavis, C. (2016) Case Study on Managed by Q

https://mitsloan.mit.edu/LearningEdge/operations-management/managedbyq/Pages/Managed-by-Q.aspx

Church, Z. (2016) New case study examines good jobs and growth at Managed by Q

https://mitsloan.mit.edu/ideas-made-to-matter/new-case-study-examines-good-jobs-and-growth-managed-q

Nash, B. Case Study: Managed by Q

https://www.coursehero.com/file/34588375/Managed-by-Qdocx/

The New York Times Magazine- Managed by Q’s ‘Good Jobs’ Gamble- Forgoing the gig-economy model, a start-up bets on a strategy that puts cleaning service workers on a professional path.

https://www.nytimes.com/2016/02/28/magazine/managed-by-qs-good-jobs-gamble.html

Crunchbase – Manage by Q

https://www.crunchbase.com/organization/managed-by-q#section-overview

Leave a Comment Cancel reply

• Finance Assignment Help Services
• Accounting Assignment Writing Help
• Law Assignment Writing Help
• Nursing Assignment Writing Services
• Operations Management Assignment Writing Services
• Information Technology Assignment Help
• Strategic Marketing Management Assignments Help
• Human Resource Management Assignment Help
• Management Assignment Writing Services
• Marketing Assignment Help
• Marketing Essay Writing Help Services
• Accounting Essay Writing Services
• Finance Essay Writing Services
• Management Essay Writing Services
• Human Resource Management Essay Writing Services
• Nursing Essay Writing Services
• Operations Essay Writing Services
• Information Technology Essay Writing Services
• Strategic Marketing Management Essay Writing Help
• Law Essay Writing Help Services
• Dissertation Editing Help Services
• Methodology Dissertation Writing Help
• Dissertation Proposal Writing Services
• Case Studies Writing Help
• Coursework Writing Services Help
• Presentation Assignment Help Services
• Proofreading and Editing Services

.css-s5s6ko{margin-right:42px;color:#F5F4F3;}@media (max-width: 1120px){.css-s5s6ko{margin-right:12px;}} Join us: Learn how to build a trusted AI strategy to support your company's intelligent transformation, featuring Forrester .css-1ixh9fn{display:inline-block;}@media (max-width: 480px){.css-1ixh9fn{display:block;margin-top:12px;}} .css-1uaoevr-heading-6{font-size:14px;line-height:24px;font-weight:500;-webkit-text-decoration:underline;text-decoration:underline;color:#F5F4F3;}.css-1uaoevr-heading-6:hover{color:#F5F4F3;} .css-ora5nu-heading-6{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:flex-start;justify-content:flex-start;color:#0D0E10;-webkit-transition:all 0.3s;transition:all 0.3s;position:relative;font-size:16px;line-height:28px;padding:0;font-size:14px;line-height:24px;font-weight:500;-webkit-text-decoration:underline;text-decoration:underline;color:#F5F4F3;}.css-ora5nu-heading-6:hover{border-bottom:0;color:#CD4848;}.css-ora5nu-heading-6:hover path{fill:#CD4848;}.css-ora5nu-heading-6:hover div{border-color:#CD4848;}.css-ora5nu-heading-6:hover div:before{border-left-color:#CD4848;}.css-ora5nu-heading-6:active{border-bottom:0;background-color:#EBE8E8;color:#0D0E10;}.css-ora5nu-heading-6:active path{fill:#0D0E10;}.css-ora5nu-heading-6:active div{border-color:#0D0E10;}.css-ora5nu-heading-6:active div:before{border-left-color:#0D0E10;}.css-ora5nu-heading-6:hover{color:#F5F4F3;} Register now .css-1k6cidy{width:11px;height:11px;margin-left:8px;}.css-1k6cidy path{fill:currentColor;}

• Project planning |
• How to write an executive summary, with ...

How to write an executive summary, with examples

The best way to do that is with an executive summary. If you’ve never written an executive summary, this article has all you need to know to plan, write, and share them with your team.

What is an executive summary?

An executive summary is an overview of a document. The length and scope of your executive summary will differ depending on the document it’s summarizing, but in general an executive summary can be anywhere from one to two pages long. In the document, you’ll want to share all of the information your readers and important stakeholders need to know.

Imagine it this way: if your high-level stakeholders were to only read your executive summary, would they have all of the information they need to succeed? If so, your summary has done its job.

You’ll often find executive summaries of:

Business cases

Project proposals

Research documents

Environmental studies

Market surveys

Project plans

In general, there are four parts to any executive summary:

Start with the problem or need the document is solving.

Outline the recommended solution.

Explain the solution’s value.

Wrap up with a conclusion about the importance of the work.

What is an executive summary in project management?

In project management, an executive summary is a way to bring clarity to cross-functional collaborators, team leadership, and project stakeholders . Think of it like a project’s “ elevator pitch ” for team members who don’t have the time or the need to dive into all of the project’s details.

The main difference between an executive summary in project management and a more traditional executive summary in a business plan is that the former should be created at the beginning of your project—whereas the latter should be created after you’ve written your business plan. For example, to write an executive summary of an environmental study, you would compile a report on the results and findings once your study was over. But for an executive summary in project management, you want to cover what the project is aiming to achieve and why those goals matter.

The same four parts apply to an executive summary in project management:

Start with the problem or need the project is solving.  Why is this project happening? What insight, customer feedback, product plan, or other need caused it to come to life?

Outline the recommended solution, or the project’s objectives.  How is the project going to solve the problem you established in the first part? What are the project goals and objectives?

Explain the solution’s value.  Once you’ve finished your project, what will happen? How will this improve and solve the problem you established in the first part?

Wrap up with a conclusion about the importance of the work.  This is another opportunity to reiterate why the problem is important, and why the project matters. It can also be helpful to reference your audience and how your solution will solve their problem. Finally, include any relevant next steps.

If you’ve never written an executive summary before, you might be curious about where it fits into other project management elements. Here’s how executive summaries stack up:

Executive summary vs. project plan

A  project plan  is a blueprint of the key elements your project will accomplish in order to hit your project goals and objectives. Project plans will include your goals, success metrics, stakeholders and roles, budget, milestones and deliverables, timeline and schedule, and communication plan .

An executive summary is a summary of the most important information in your project plan. Think of the absolutely crucial things your management team needs to know when they land in your project, before they even have a chance to look at the project plan—that’s your executive summary.

Executive summary vs. project overview

Project overviews and executive summaries often have similar elements—they both contain a summary of important project information. However, your project overview should be directly attached to your project. There should be a direct line of sight between your project and your project overview.

While you can include your executive summary in your project depending on what type of  project management tool  you use, it may also be a stand-alone document.

Executive summary vs. project objectives

Your executive summary should contain and expand upon your  project objectives  in the second part ( Outline the recommended solution, or the project’s objectives ). In addition to including your project objectives, your executive summary should also include why achieving your project objectives will add value, as well as provide details about how you’re going to get there.

The benefits of an executive summary

You may be asking: why should I write an executive summary for my project? Isn’t the project plan enough?

Well, like we mentioned earlier, not everyone has the time or need to dive into your project and see, from a glance, what the goals are and why they matter.  Work management tools  like Asana help you capture a lot of crucial information about a project, so you and your team have clarity on who’s doing what by when. Your executive summary is designed less for team members who are actively working on the project and more for stakeholders outside of the project who want quick insight and answers about why your project matters.

An effective executive summary gives stakeholders a big-picture view of the entire project and its important points—without requiring them to dive into all the details. Then, if they want more information, they can access the project plan or navigate through tasks in your work management tool.

How to write a great executive summary, with examples

Every executive summary has four parts. In order to write a great executive summary, follow this template. Then once you’ve written your executive summary, read it again to make sure it includes all of the key information your stakeholders need to know.

1. Start with the problem or need the project is solving

At the beginning of your executive summary, start by explaining why this document (and the project it represents) matter. Take some time to outline what the problem is, including any research or customer feedback you’ve gotten . Clarify how this problem is important and relevant to your customers, and why solving it matters.

For example, let’s imagine you work for a watch manufacturing company. Your project is to devise a simpler, cheaper watch that still appeals to luxury buyers while also targeting a new bracket of customers.

Example executive summary:

In recent customer feedback sessions, 52% of customers have expressed a need for a simpler and cheaper version of our product. In surveys of customers who have chosen competitor watches, price is mentioned 87% of the time. To best serve our existing customers, and to branch into new markets, we need to develop a series of watches that we can sell at an appropriate price point for this market.

2. Outline the recommended solution, or the project’s objectives

Now that you’ve outlined the problem, explain what your solution is. Unlike an abstract or outline, you should be  prescriptive  in your solution—that is to say, you should work to convince your readers that your solution is the right one. This is less of a brainstorming section and more of a place to support your recommended solution.

Because you’re creating your executive summary at the beginning of your project, it’s ok if you don’t have all of your deliverables and milestones mapped out. But this is your chance to describe, in broad strokes, what will happen during the project. If you need help formulating a high-level overview of your project’s main deliverables and timeline, consider creating a  project roadmap  before diving into your executive summary.

Continuing our example executive summary:

Our new watch series will begin at 20% cheaper than our current cheapest option, with the potential for 40%+ cheaper options depending on material and movement. In order to offer these prices, we will do the following:

Offer watches in new materials, including potentially silicone or wood

Use high-quality quartz movement instead of in-house automatic movement

Introduce customizable band options, with a focus on choice and flexibility over traditional luxury

Note that every watch will still be rigorously quality controlled in order to maintain the same world-class speed and precision of our current offerings.

3. Explain the solution’s value

At this point, you begin to get into more details about how your solution will impact and improve upon the problem you outlined in the beginning. What, if any, results do you expect? This is the section to include any relevant financial information, project risks, or potential benefits. You should also relate this project back to your company goals or  OKRs . How does this work map to your company objectives?

With new offerings that are between 20% and 40% cheaper than our current cheapest option, we expect to be able to break into the casual watch market, while still supporting our luxury brand. That will help us hit FY22’s Objective 3: Expanding the brand. These new offerings have the potential to bring in upwards of three million dollars in profits annually, which will help us hit FY22’s Objective 1: 7 million dollars in annual profit.

Early customer feedback sessions indicate that cheaper options will not impact the value or prestige of the luxury brand, though this is a risk that should be factored in during design. In order to mitigate that risk, the product marketing team will begin working on their go-to-market strategy six months before the launch.

4. Wrap up with a conclusion about the importance of the work

Now that you’ve shared all of this important information with executive stakeholders, this final section is your chance to guide their understanding of the impact and importance of this work on the organization. What, if anything, should they take away from your executive summary?

To round out our example executive summary:

Cheaper and varied offerings not only allow us to break into a new market—it will also expand our brand in a positive way. With the attention from these new offerings, plus the anticipated demand for cheaper watches, we expect to increase market share by 2% annually. For more information, read our  go-to-market strategy  and  customer feedback documentation .

Example of an executive summary

When you put it all together, this is what your executive summary might look like:

Common mistakes people make when writing executive summaries

You’re not going to become an executive summary-writing pro overnight, and that’s ok. As you get started, use the four-part template provided in this article as a guide. Then, as you continue to hone your executive summary writing skills, here are a few common pitfalls to avoid:

Avoid using jargon

Your executive summary is a document that anyone, from project contributors to executive stakeholders, should be able to read and understand. Remember that you’re much closer to the daily work and individual tasks than your stakeholders will be, so read your executive summary once over to make sure there’s no unnecessary jargon. Where you can, explain the jargon, or skip it all together.

Remember: this isn’t a full report

Your executive summary is just that—a summary. If you find yourself getting into the details of specific tasks, due dates, and attachments, try taking a step back and asking yourself if that information really belongs in your executive summary. Some details are important—you want your summary to be actionable and engaging. But keep in mind that the wealth of information in your project will be captured in your  work management tool , not your executive summary.

Make sure the summary can stand alone

You know this project inside and out, but your stakeholders won’t. Once you’ve written your executive summary, take a second look to make sure the summary can stand on its own. Is there any context your stakeholders need in order to understand the summary? If so, weave it into your executive summary, or consider linking out to it as additional information.

Always proofread

Your executive summary is a living document, and if you miss a typo you can always go back in and fix it. But it never hurts to proofread or send to a colleague for a fresh set of eyes.

In summary: an executive summary is a must-have

Executive summaries are a great way to get everyone up to date and on the same page about your project. If you have a lot of project stakeholders who need quick insight into what the project is solving and why it matters, an executive summary is the perfect way to give them the information they need.

For more tips about how to connect high-level strategy and plans to daily execution, read our article about strategic planning .

Related resources

Unmanaged business goals don’t work. Here’s what does.

How Asana uses work management to drive product development

How Asana uses work management to streamline project intake processes

How Asana uses work management for smoother creative production

Advisory boards aren’t only for executives. Join the LogRocket Content Advisory Board today →

• Product Management
• Solve User-Reported Issues
• Find Issues Faster
• Optimize Conversion and Adoption

How to write an executive summary: Templates and examples

Imagine you are a CEO or chief product officer (CPO) with a day full of meetings, business agreements, and high-level initiatives to manage.

At the same time, you have to review market research and usability testing reports your team has come up with. Not to mention signing off on any big feature initiatives that require significant investments and thus executive approval.

Does that leave you enough time to go through a 100-page report detailing the minutiae of your team’s operations and every bit of data that went into each and every decision? Of course not! This is where an executive summary comes in handy.

What is an executive summary?

An executive summary (ES) is a high-level document or paragraph written as part of a report or a handout that summarizes the critical information of a specific project or feature.

The executive summary, also called the speed read or management summary, is written specifically to provide key stakeholders, such as C-suite executives, senior managers, and investors, with a very abstract and holistic understanding of what is going on.

The executive summary can be a great way for product managers to secure buy-in quickly from upper management and other stakeholders.

Executive summary vs. project overview

Before we delve deeper into executive summaries for product managers, we should note some important differences between an executive summary and a project overview.

Executive summary examples and templates

In product management, you’ll come across various situations that require you to prepare and present an executive summary. Each scenario calls for a different format.

Below are some examples of reports that require executive summaries when presenting to senior stakeholders:

Product updates

Investor pitch, annual or quarterly product review.

After one or more development cycles have been executed and release is imminent, the product manager may need to write an executive summary to communicate any fundamental changes in the product, such as new features, UI/UX enhancements, and fixed bugs.

An executive summary for product updates should be written in straightforward language with minimal jargon. For a clean, succinct format, use the following template:

• Problem — (Describe the problem you solved) 
• Change — (Describe the solution you came up with)
• Problem — (Describe the problem you solved)

In some early-stage startups, product managers represent the voice of the market and customers. As such, they are often tasked with writing investor pitches.

Over 200k developers and product managers use LogRocket to create better digital experiences

In this case, the product manager should prepare a handout with slides along with an executive summary page. The executive summary should include the following details on a single page:

• Target user problems
• Summary of your competitive edge
• What is your solution?
• Total addressable market (TAM)
• Return on investment (ROI)

Product managers in large corporations often need to write an annual or quarterly product review report that details the critical performance of the product, including key objectives, improved or declined product metrics, notable achievements, and obstacles faced during a given time span.

For a periodic product review, you should prepare an executive summary of only one paragraph, stating the improved and declined metrics and linking them with the reasons behind success and failure.

How to write an executive summary

There’s no broad, established template for writing an executive summary because the requirements differ based on your function, role, project, goal, and situation. However, any executive summary should include the following components:

In product management alone, you will be using at least three different executive summaries in multiple situations. However, all of them should include some components. Those components are:

• State the problem
• Propose a solution
• Summarize the impact

1. State the problem

The executive summary should always start by detailing a problem. This problem should be evidenced and supported by either qualitative or quantitative data.

In our recent product analytics report, we discovered that it takes the user at least seven hours to place an order after initiating a search session. This is damaging our monthly conversion rates.

2. Propose a solution

The executive summary should outline a clear solution. It should be focused on persuading the reader that you chose the right solution. As always, the best way to do that is to include hard data as evidence that your solution is viable.

Based on our latest design sprint and our user testing, we believe that building an integrated recommendation system into our search function will decrease the time to place an order from search by 20 percent. This is because we uncovered the highest drop-off rate happens when there are no results available.

3. Summarize the impact

The final section should include the achieved impact (if you are sharing it in a product update) or the expected impact (if it is a feature proposal like in the example above). In this section, you should also restate any significant takeaways from your executive summary.

Finally, based on our extensive research, we believe that building the recommendation with some search enhancements, such as search results filters and sorting, will not only help decrease the time to place an order from a search by 20 percent, but will also increase the basket size by 27 percent. For more information, go through our design sprint, user research synthesis, and product requirement documentation.

Executive summary checklist

Below is a checklist that you can use to evaluate your executive summary and make sure it’s compelling and practical before you present it to stakeholders. If you can answer “yes” to each question, your executive summary is in good shape:

• Does it have a clear opening statement packed with data? E.g., In recent user interviews we ran, 60 percent of our interviewed users explicitly mentioned the need for new payment methods
• Does it mention the problem that you want executives to consider?
• Does it describe the solution you and your product team are proposing?
• Is it contained to no more than two pages?
• Does it use clear and simple language?
• Was it reviewed by another product manager or product associate?

Final thoughts

An executive summary is an essential tool for product managers to communicate various aspects of product development effectively to senior executives at all stages of product development. A well-crafted executive summary can help you gain the buy-in you need from senior executives and product leaders.

By following the checklist above, you can ensure that they are providing you senior stakeholders with the best executive summary possible.

Featured image source: IconScout

LogRocket generates product insights that lead to meaningful action

Get your teams on the same page — try LogRocket today.

Share this:

• Click to share on Twitter (Opens in new window)
• Click to share on Reddit (Opens in new window)
• Click to share on LinkedIn (Opens in new window)
• Click to share on Facebook (Opens in new window)
• #collaboration and communication
• #project management

Stop guessing about your digital experience with LogRocket

Recent posts:.

Leader Spotlight: Scholarships as a performance marketing channel, with Jelena Stajić

Jelena Stajić discusses ScholarshipOwl’s transition from purely being a scholarship platform for students to adding a B2B component.

An overview of the 8D problem-solving method

The 8D problem-solving method is designed to address and resolve problems by identifying, correcting, and eliminating recurring issues.

Leader Spotlight: Closing the gap to education equity, with Carly Fuller

Carly Fuller discusses her work at EdisonLearning to bridge the gap in education equity via accessibility, courses, certifications, and more.

An introduction to dynamic reteaming

Heidi Helfand’s book Dynamic Reteaming advocates that teams follow repeating cycles of birth, adolescence, maturity, and disruption.

Leave a Reply Cancel reply

• Search for:
• Apple Templates
• Software Testing
• White Paper Templates
• Business Process Design
• Software Development
• A-Z (Apple)
• Writing Tips
• Action Plan Writing
• Business Plan Writing

No products in the cart.

Return to shop

Case Study Templates

How to write the executive summary for case studies.

The Executive Summary of your Case Study must make the right impression on your readers. It’s the first section they read. However, the Executive Summary must be the last part of the document you write.

How to Write a Case Study

When writing this section, remember this is your best chance to interest the reader—and get them to take action! For example: call your Sales team and get more information about your products, sign up for a newsletter, download a trial product, or request more information about your product line.

What’s the Purpose of an Executive Summary?

Executive Summaries should give readers a high-level overview of your Case Study.

This is NOT the introduction to your document; rather this sets the scene and describes your company, vision and product offering. In your mind’s eye, see the Executive Summary and the Case Study are two separate documents. Approach each one with a different ‘writer’s hat’.

The tone, style, and language may be different. In general, the Executive Summary will be tightly-written, direct, and high-level. You dive into these points in the case study itself. This applies to in-depth case studies over five pages. Shorter case studies may not require the same background information.

Best Practice: Writing your Executive Summary

Write your Executive Summary as though it were standalone document . It’s usually best to do this when the proposal is finished as you will then have digested the material and have a fuller grasp of the business objectives.

The Executive Summary as a ‘document’ introduces your business, principles, products, and people.

When writing your Case Study’s executive summary provide brief summaries of the following:

• Business operations
• Company’s background
• Competitors
• Customer list
• Financial projections
• Flagship products
• Industry awards
• Key services
• Management team
• Market share
• Marketing and sales objectives
• Office locations
• Partnerships
• Strategic alliances
• Vision Statement

Case study for Architecture projects

Guidelines: Writing the Executive Summary

The Executive Summary should be no more than one or two pages.

I’ve seen very concise and persuasive introductions that were less than three-hundred words. The business writers knew how to introduce the key points, ignore/relegate less important material, and use a writing style that made the reader want to read the rest of the document.

This applies to in-depth case studies over five pages. Shorter case studies may not require the same background information.

Don’t resort to clichés and hackneyed phrases. Your customers read business documents all day. Make sure yours stands out.

Note : This applies to in-depth case studies. Shorter case studies may not require the same background information.

• Company – Describe your company background, with details of your industry position, physical location and number of employees.
• Management – Introduce the key members of the senior management team. Where possible, give their name, position, age, prior employer, experience in similar activities, degrees etc. Use common sense here and move these to a later section in the document if it takes too much space. When writing a Case Study, I often add a section called Pen Portraits and add profiles of the management team in there.
• Product Offering – If you’re discussing a specific product offering, for example, software for selling digital goods online, then outline the three main benefits. Where appropriate, discuss key features, customers, competitors and industry awards.
• Value Proposition – Describe what is unique about this product, for example, if it can it be patented, localized, scaled, used over the web, on mobile devices.
• Financials – This is required if you’re seeking funding, looking for partners, or applying for a grant. Keep it short. Check the figures more than once!
• Funding – Describe your current position, use of funds to date, prior funding. Also break out the investment you’ve received to date, investors’ names, business valuation, and details of the exit strategy. (This section may not apply to all Case Studies.)
• Contact Information – Add your name, position, company, address, phone, fax, email and website address.

What else should go into the Executive Summary?

Anthony James

Username or email address  *

Password  *

Remember me Log in

Lost your password?