第⼋课：总结汇报

同传Barry All-in-one职场写作课
 总结汇报结构
1. Executive Summary（执⾏摘要）

2. Overall Performance（整体表现）& Landscape（⼤盘）

3. Mission, Vision, Values（使命、愿景、价值观）

4. Financial Position（财务状况）

5. Highlights/Lowlights（亮点/不⾜）

6. Future Actions（未来计划）
 ⼀、Executive Summary（执⾏摘要）
执⾏摘要通常作为汇报内容的第⼀部分，总结报告⾥的中⼼思想、结论和建议。
该部分没有特定的写作规则，⽂⻛简洁易懂即可。

What is an “executive summary”?

“An executive summary provides an overview（概述）of a larger document

or research and is usually the first thing your reader will see. Oftentimes,
executive summaries are the only place decision makers will go to determine
if action is warranted（需要）on a particular action or idea. Executive
summaries will analyze a problem（分析问题）, draw conclusions（下结
论）, and recommend a course of action in a complete but
brief synopsis（更改）.”（Source: https://rasmussen.libanswers.com/faq/
171743）
⼆、Overall Performance & Landscape（业绩表现 & ⼤盘环境）
可从市场环境、竞争对⼿、市场份额以及外部反馈等维度进⾏⼤盘总结。语⾔尽量客观中⽴、实事求是，但最好
以⽐较乐观的语⽓收尾。

市场环境 (Market/Industry)

It's no news that global exports have been looking dim（暗淡）this year, but we have managed to cut
our losses（减轻损失）and even reinvent ourselves（重塑⾃⼰的业务）the past year to set ourselves
up for（为…打下基础）a speedy recovery.

众所周知，今年全球出⼝表现惨淡，但我们成功减轻损失，甚⾄在过去⼀年重塑了⾃⼰的业务，帮助我们
快速恢复增⻓。

竞争对⼿ (Competitor Analysis)

Our main rivals（对⼿）, especially X and Y, have pulled out many moves（做了很多动作）to
cement（巩固）their market share. However, that has not stopped us from coming up with（想出）
our own innovative（有创新的）strategies, such as【列举⾃⼰的项⽬】…

我们的主要竞争对⼿，尤其X和Y，做了很多动作来巩固⾃⼰的市场占有率。然⽽，这并没有组织我们想出
⾃⼰有创意的策略，⽐如【列举⾃⼰的项⽬】…
⼆、Overall Performance & Landscape（业绩表现 & ⼤盘环境）继续

市场份额 (Market Share)

Overall, our share of the pie（我们的市场份额）has continually improved each

quarter. This is a cause for（是…的理由）optimism（乐观/积极）.

我们总体市场份额每季度持续上升。我们应该因此⽽感到乐观。

外部反馈 (External Reviews)

Much evidence points to（很多证据表明）our growing brand awareness in the

market and solid reputation with our clients. Our customer surveys（客户调
查）yielded（收获）a 90% satisfaction rate with our services, beating（超越）
the industry average by 5% in our vertical.

有充分证据表明，我们在市场上的品牌认可度在提⾼，客户侧的⼝碑也不错。客户
调查显示，对我们服务的满意度⾼达90%，⾼出同⾏平均⽔平5%。
三、Mission, Vision, Values（使命、愿景、价值观）
强调使命、愿景与价值观，并与完成的项⽬相结合，更具有说服⼒和⾼度。可思考以下问题：

1. Why does this BU (business unit)/company exist?

2. What are your short-term objective?

3. What is your long-term goal?

As we all know, our mission is to provide first-class（⼀流的）hospitality（服务业）

services for customers. As hoteliers / həʊˈteliə(r)/（酒店⾏业从业者）, we aspire to（我
们追求）make every customer feel at home during their stay with us（⼊住期间）, and
overtime, become the most recognized hospitality provider（“酒店”⽐较正式的说法）in
our city.

我们知道，公司的使命是为客户提供⼀流的专业服务。作为酒店⾏业从业者，我们致⼒于让
每位顾客在⼊住期间，如同在⾃⼰家⼀样舒适，久⽽久之成为我们城市⾥最受认可的酒店。
 四、Financial Position（财务状况）
汇报中常⻅的财务信息包括如下，通常以图表charts/graphs（图表）或者
tables/spreadsheets（表格）的形式呈现：

Financial performance（财务表现）

Balance sheet（资产负债表）

Cashflow statement（现⾦流量表）

Audited reports（审计报告）

Revenue/profit mix（营收/利润组合）
 五、Highlights/Lowlights（亮点/不⾜）
分析这段时间的亮点与不⾜之处。尤其针对“不⾜”部分，可强调如何减少了⻛险，吸取了哪些教训。

Highlights（亮点）

What we did right was adopt an aggressive growth strategy at the outset（最⼀开始）, despite knowing
the risks involved. This allowed us to grasp（抓住）a window of opportunity in this new vertical（垂类）
and consolidate（巩固）our market footing.

我们做的对的⼀点，就是从⼀开始就采取了激进的增⻓策略，即便有已知⻛险。这让我们抓住了这个垂类的
窗⼝期并在市场上站住了脚。

Lowlights（不⾜）

Admittedly（必须承认）, we were not able to avoid some of the pitfalls（陷阱、坑）that many of our
peers were also prone to（容易受…的影响）. But with timely action（及时采取措施）, we managed to
recover 40% of our losses. The lesson we took away was（吸取的教训是）, we shouldn't be too
optimistic in a bad market.

必须承认，我们没能躲过那些同样影响了我们许多同⾏的陷阱。但通过及时采取措施，我们成功挽回了40%
的损失。这次吸取的教训是，我们不应该在市场低迷时期过于乐观。
 六、Future Actions（未来计划）
该部分可分成：短、中、⻓期策略，以及后续需要作出的调整。可⽤话术：

In retrospect/With the benefit of hindsight（有了后⻅之明/现在来看）, our

strategy next year should be to…

Going forward（接下来）, we need to…

To carry forward the current momentum（保持动⼒）, we should keep our

strategy as is（保持）for the time being.

We should let go of（放弃）our existing approach and reinvent（重新塑造）.

We can keep up the current strategy, but will need to adapt it to new market
circumstances.
 表达趋势和数据分析的常⽤说法（名词）
趋势：trend, trajectory（maintain a strong growth trajectory 增⻓趋势强劲）

增⻓率：growth rate

同⽐：YoY vs 环⽐：MoM（a year-on-year/month-on-month growth rate of）

Q代表“季度”（Q1, Q2）；H代“每半年”（H1 = 1~6⽉；H2 = 7~12⽉）

历史新⾼/新低：a record high/low

也可以说unprecedented（前置形容词）或者never seen before（后置定语）（E.g. Unprecedented growth/Growth never seen before）

⽬标：goal, objective, target（objective更偏向策略性的⽬标，goal/target更靠近数字，不过区分不严格）

⻓期⽬标：long-term goal/objective

中期⽬标：mid-term goal/objective

短期⽬标：target, short-term/immediate goal/objective

达成结果：outcome

达成率：completion rate/achievement rate

数字：number, figure

⽐例：proportion

区分proportion和ratio：前者是往往是百分⽐，⽐如50%, half, one-third等；后者是X:X的⽐例，⽐如1:5（读法是"one to five"）

 表达趋势和数据分析的常⽤说法（动词）
上升

⼀般“上升”: increase, grow, rise, register an upward trend（呈上升趋势）

急速“上升”：surge, skyrocket, spike

翻倍

翻两倍：double

翻三倍：triple

翻四倍：quadruple

四倍以上：grow by X times

下降

⼀般“下降”：decrease, decline, drop, fall, dwindle, diminish, register a downward trend

急速“下降”：plummet, nosedive, plunge, slump

保持不变

⼀直保持“平稳”：remain consistent/constant/steady/static/unchanged

增⻓后趋于“平稳”：flatten out, plateau, level off

下降后趋于“平稳”：bottom out
 表达趋势和数据分析的常⽤说法（副词）
形容词修饰名词；副词修饰动词或者形容词

逐渐地：gradually, gently, stably, steadily

快速地：abruptly, rapidly, suddenly, quickly

⼩幅度地：marginally, moderately, slightly

⼤幅度地：significantly, substantially, considerably, tremendously, markedly,

sharply
谢谢观看！