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I have a plan for new services and products, and I need to present it to executives in my organization. What information should I include?


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When preparing an executive summary for the proposed project, you should include the following:

  • Statement of the problem or purpose of procedure
  • Statement of the solution, if applicable
  • High-level information of costs and payer considerations
  • Final recommendation
  • Request for support

Supporting documentation in more detail should be attached or at least available if requested. Depending on the proposal, here is an example of what might need to be included in this documentation:

  • Description of the proposed new service
  • The historical, financial, and clinical analysis
  • Literature review of possible solutions
  • Proposed solution
  • Monitoring of the implementation of the new service once it’s put into place

Don’t let your hard work and analysis fall short by not preparing a summary that gives all the information in a professional format for the decision-makers. Remember, the goal is to get what your patients need. Your job is to prove it!

-Pamela Hunt, BS, MSN, RN, and Deborah Laughon, RN, BSN, MS, DBA, CCRN