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One-Pager Templates for Consulting & Strategy: The Complete Guide

Learn how to create effective one-pager templates for consulting. Covers executive summaries, project status, business cases, and investment memos with examples.

Bob · Former McKinsey and Deloitte consultant with 6 years of experienceSeptember 21, 202516 min read

A one-pager is a single-page document that distills complex information into its essential elements—a format that forces brutal prioritization where every word must earn its place. In consulting, one-pagers are used for executive summaries, project updates, business cases, and investment memos.

At McKinsey, BCG, and Bain, the ability to distill complex analysis into a single page is considered the ultimate test of clear thinking. If you can't explain it in one page, you don't understand it well enough. The one-pager isn't a summary of your work—it is the work. Everything else is supporting evidence for those who want to dig deeper.

This guide covers how to create one-pager templates that communicate with that same clarity—the structure, formatting, and content hierarchy that work for executive summaries, project status updates, business cases, and investment memos.

After creating 100+ one-pagers for partner and C-suite audiences, we've tracked which structures get read in full versus skimmed, and which layouts generate immediate decisions versus requests for more information.

What Is a One-Pager?#

A one-pager is a single-page document that communicates essential information at a glance. The format forces brutal prioritization—you have limited space, so every word must earn its place.

What It IsWhat It Isn't
A complete argument in one pageA condensed version of a longer document
Designed to stand aloneDependent on other materials
Prioritized and focusedComprehensive and exhaustive
Written for the busiest personWritten for completeness

The constraint is the feature. One-pagers work because they force you to identify what matters most. If you struggle to fit your content on one page, that's a sign you haven't made hard decisions about priorities.

Why One-Pagers Matter in Consulting#

Senior executives operate under severe time constraints. A study by Microsoft found that executives spend an average of 23 hours per week in meetings, leaving limited time for deep reading.

One-pagers respect that reality by:

  • Reducing cognitive load: Readers process one page faster than scrolling through slides
  • Forcing clarity: The space constraint eliminates filler and jargon
  • Enabling quick decisions: Key information is immediately accessible
  • Creating reference documents: Easy to file, share, and retrieve

In our experience, the best consultants think in one-pagers. Before opening PowerPoint, they can articulate their entire recommendation on a single page. The deck is just that one-pager expanded with supporting evidence.

When to Use a One-Pager#

One-pagers are particularly effective in specific scenarios:

Scenario 1: Executive Communication#

When presenting to C-suite or board members who have limited time, a one-pager ensures your key message isn't buried in a lengthy deck. Many executives prefer receiving one-pagers before meetings—they can review the core argument in advance and use meeting time for discussion rather than presentation.

Scenario 2: Status Updates#

Weekly or monthly project updates are perfectly suited for one-pagers. Stakeholders want to know: Are we on track? What are the blockers? What decisions are needed? A one-pager answers these questions without lengthy slide transitions.

Scenario 3: Internal Alignment#

Before building a full presentation, one-pagers help align team members and stakeholders on the core message. They're faster to iterate than full decks and surface disagreements early.

Scenario 4: External Pitches#

Investment memos, partnership proposals, and company overviews often start as one-pagers. Investors and partners receive hundreds of pitches—a well-crafted one-pager gets read; a 30-page deck gets filed.

Scenario 5: Complex Analysis Summaries#

When your analysis spans multiple workstreams or data sources, a one-pager synthesizes findings into actionable insights. It answers: "So what does all this mean?"

Types of One-Pagers#

Different situations call for different one-pager structures. Here are the five most common types we use in consulting.

1. Executive Summary One-Pager#

Executive summary one-pager example showing SCR structure

The executive summary one-pager distills an entire presentation or report into a single page. It follows the SCR framework: Situation, Complication, Resolution.

Key elements:

  • Action-oriented headline stating the recommendation
  • Brief context (1-2 sentences)
  • Core recommendation with 3-4 supporting arguments
  • Key data points or metrics
  • Clear next steps

Best for: Board presentations, strategy recommendations, project conclusions

Structure example:

[Action Title: Recommendation in one sentence]

Situation: [1-2 sentences of context]

Complication: [Why action is needed now]

Resolution:
- Key point 1 with supporting data
- Key point 2 with supporting data
- Key point 3 with supporting data

Next Steps: [Specific actions and timeline]

2. Project Status One-Pager#

Project status one-pager template example

Project status one-pagers provide stakeholders with a snapshot of progress, blockers, and required decisions. They're typically used for weekly or monthly updates.

Key elements:

  • Overall status indicator (on track / at risk / off track)
  • Progress against key milestones
  • Accomplishments since last update
  • Current blockers and risks
  • Decisions or resources needed
  • Next milestone and timeline

Best for: Steering committee updates, PMO reporting, stakeholder communication

Structure example:

[Project Name] Status Update — [Date]

Overall Status: [Green/Yellow/Red] [One sentence summary]

Progress:
- Milestone 1: [Complete/In Progress/Not Started]
- Milestone 2: [Status]
- Milestone 3: [Status]

Key Accomplishments:
- [What was achieved]
- [What was achieved]

Blockers & Risks:
- [Blocker] — [Mitigation or decision needed]
- [Risk] — [Impact and probability]

Decisions Required:
- [Decision] — [By whom, by when]

Next Steps:
- [Action] — [Owner] — [Due date]

3. Business Case One-Pager#

Business case one-pagers make the argument for a new initiative, investment, or change. They focus on the problem, solution, and expected return.

Key elements:

  • Problem statement with quantified impact
  • Proposed solution
  • Expected benefits (financial and strategic)
  • Investment required
  • Key risks and mitigations
  • Timeline and milestones

Best for: Investment approvals, new initiative proposals, resource requests

Structure example:

[Initiative Name]: Business Case Summary

The Problem:
[2-3 sentences describing the problem and its impact, quantified]

Proposed Solution:
[2-3 sentences describing what you're proposing]

Expected Benefits:
- Financial: [ROI, cost savings, revenue impact]
- Strategic: [Market position, capability building]
- Operational: [Efficiency gains, risk reduction]

Investment Required:
- [Capital expenditure]
- [Operating expenditure]
- [Resources needed]

Key Risks:
- [Risk 1] — [Mitigation]
- [Risk 2] — [Mitigation]

Timeline:
[Key milestones and dates]

4. Investment Memo One-Pager#

Investment memo one-pagers are used in private equity, venture capital, and corporate development to summarize investment opportunities. They follow a standardized format that investors expect.

Key elements:

  • Company/deal overview
  • Investment thesis (why this, why now)
  • Key metrics (revenue, growth, margins)
  • Valuation and deal terms
  • Key risks
  • Recommendation

Best for: Deal screening, investment committee summaries, portfolio updates

Structure example:

[Company Name] — Investment Memo

Overview:
[One paragraph: what the company does, stage, sector]

Investment Thesis:
1. [Reason 1 with supporting data]
2. [Reason 2 with supporting data]
3. [Reason 3 with supporting data]

Key Metrics:
| Metric | Value |
|--------|-------|
| Revenue | $X |
| Growth Rate | X% |
| Gross Margin | X% |
| [Other] | X |

Valuation:
[Deal terms, multiples, comparable transactions]

Key Risks:
- [Risk 1]
- [Risk 2]

Recommendation:
[Proceed / Pass / Need more information]

5. Company Overview One-Pager#

Company overview one-pagers introduce an organization to external parties—investors, partners, customers, or recruits. They're often called "company fact sheets" or "corporate one-pagers."

Key elements:

  • Company description and value proposition
  • Key products or services
  • Market opportunity
  • Traction and metrics
  • Team highlights
  • Contact information

Best for: Investor outreach, partnership discussions, sales enablement

Structure example:

[Company Name]
[Tagline or value proposition]

What We Do:
[2-3 sentences describing the business]

Products/Services:
- [Product 1]: [Brief description]
- [Product 2]: [Brief description]

Market Opportunity:
[TAM/SAM/SOM or market size and growth]

Traction:
- [Key metric 1]
- [Key metric 2]
- [Key metric 3]

Team:
[Founder/CEO background, team size, notable hires]

Contact:
[Name, email, website]

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Comparison: One-Pager Types at a Glance#

TypePrimary PurposeKey FocusTypical Audience
Executive SummarySummarize recommendationConclusion + supporting logicC-suite, board
Project StatusUpdate on progressStatus, blockers, decisionsSteering committee, PMO
Business CaseJustify investmentProblem, solution, ROIDecision-makers
Investment MemoEvaluate opportunityThesis, metrics, risksInvestment committee
Company OverviewIntroduce organizationValue prop, tractionExternal parties

Key Elements of Effective One-Pagers#

Regardless of type, certain principles make one-pagers effective. These are the elements we see in every well-crafted one-pager.

1. Visual Hierarchy#

The reader's eye should naturally follow the most important information first. Visual hierarchy is created through:

  • Size: Larger text draws attention first
  • Position: Top-left to bottom-right reading flow
  • Weight: Bold text stands out from regular text
  • Color: Accent colors highlight key points
  • White space: Separation creates emphasis

Test: Squint at your one-pager. Can you identify the three most important elements? If everything looks the same, you lack hierarchy.

2. Action-Oriented Headlines#

Headlines should state conclusions, not topics. This is the same action title principle used in consulting slides.

Topic Title (Weak)Action Title (Strong)
Q3 ResultsQ3 revenue exceeded target by 15%
Market AnalysisEuropean market represents $2B opportunity
Project UpdateProject on track for December launch
Investment SummaryRecommend proceeding at $50M valuation

Action titles let busy readers grasp your point without reading the details below.

3. Strategic White Space#

White space isn't empty space—it's breathing room that makes content digestible. Cramming every inch of the page signals poor prioritization.

Guidelines:

  • Minimum 0.5-inch margins on all sides
  • Clear separation between sections
  • Line spacing that doesn't feel cramped
  • No text smaller than 10pt (preferably 11-12pt)

If you need to shrink fonts to fit content, you have too much content.

4. Key Metrics Front and Center#

Numbers create credibility and specificity. Every one-pager should include 3-5 key metrics that support your narrative.

Effective metrics:

  • Quantify the problem ("$4M annual cost overrun")
  • Prove the solution ("15% efficiency gain")
  • Show progress ("72% complete, on track for Q2")
  • Establish credibility ("$50M revenue, 40% YoY growth")

Avoid vanity metrics that sound impressive but don't drive decisions.

5. Clear Call to Action#

Every one-pager should end with what you want the reader to do. Without a clear ask, one-pagers become informational documents rather than decision tools.

Examples:

  • "Approve $2M investment by March 15"
  • "Decide on vendor selection in next steering committee"
  • "Schedule 30-minute follow-up to discuss partnership terms"
  • "Assign resources to unblock Phase 2"

Vague asks like "let us know your thoughts" waste the clarity you've built.

How to Create a One-Pager in PowerPoint: Step-by-Step#

While one-pagers can be created in Word or Google Docs, PowerPoint offers more control over layout and visual hierarchy. Here's our process for building one-pagers in PowerPoint.

Step 1: Start with Structure, Not Design#

Before opening PowerPoint, outline your content in a text document:

  1. Write your headline (the key message in one sentence)
  2. List 3-5 main points that support the headline
  3. Identify 3-5 key metrics or data points
  4. Define your call to action
  5. Review: Does this tell a complete story?

This prevents the common trap of designing before thinking.

Step 2: Set Up Your Slide#

Create a new slide with the following settings:

  • Slide size: Standard letter (8.5" x 11") for printable one-pagers, or widescreen (16:9) for screen-first viewing
  • Orientation: Portrait for documents, landscape for presentations
  • Guides: Enable guides for consistent margins and alignment

Step 3: Establish Visual Hierarchy#

Build from the top down:

  1. Headline: Largest text, top of page (18-24pt bold)
  2. Section headers: Second-largest, clearly distinct (14-16pt bold)
  3. Body text: Standard size (11-12pt)
  4. Supporting details: Smaller but readable (10-11pt)
  5. Footer/source: Smallest (8-10pt)

Step 4: Add Content in Sections#

Organize content into clear visual blocks:

  • Use consistent spacing between sections
  • Align related elements to the same grid line
  • Group information logically (all metrics together, all risks together)
  • Use tables for comparative information

Step 5: Apply Formatting Consistently#

Consistency signals professionalism:

  • Fonts: Maximum two font families (one for headlines, one for body)
  • Colors: Limit to 3-4 colors total, use accent color sparingly
  • Bullets: Choose one style and use it throughout
  • Alignment: Left-align text for readability

Tools like Deckary include keyboard shortcuts that speed up alignment and distribution, ensuring every element lines up perfectly without manual nudging.

Step 6: Add Visual Elements Strategically#

Visual elements should support the narrative, not decorate:

  • Icons: Use to identify sections or highlight key points (Deckary's icon library includes 600+ professional icons)
  • Dividers: Separate major sections
  • Callout boxes: Highlight the most critical information
  • Charts: Only if they communicate faster than text

Avoid: clip art, decorative images, 3D effects, gradient fills.

Step 7: Review and Refine#

Before finalizing:

  • Print test: Does it read well on paper?
  • Squint test: Is hierarchy clear at a glance?
  • Titles test: Do headlines tell the story alone?
  • Time test: Can someone grasp the key message in 30 seconds?

If any test fails, simplify.

Best Practices for One-Pagers#

After creating hundreds of one-pagers across consulting engagements, these practices consistently produce better results.

Use the Pyramid Principle#

The Pyramid Principle, developed at McKinsey, structures communication as an inverted pyramid:

  1. Start with the answer: Your headline states the conclusion
  2. Group supporting arguments: 3-5 main points that prove the conclusion
  3. Support with evidence: Data and details under each argument

This structure ensures readers get the key message immediately, with details available for those who want them.

Maintain Visual Balance#

A well-designed one-pager feels balanced:

  • Don't cluster all content in one area
  • Distribute visual weight across the page
  • Use white space to create rhythm
  • Ensure no single element dominates inappropriately

Imagine dividing your page into quadrants—each should contain roughly proportional visual weight.

Be Ruthlessly Consistent#

Formatting consistency signals attention to detail:

  • All headers at the same font size
  • Consistent spacing between sections
  • Same bullet style throughout
  • Colors used for the same purpose

Inconsistency—even minor—undermines credibility. If you can't get fonts right, why should they trust your analysis?

Include Context for Standalone Reading#

One-pagers should be understandable without the creator present to explain. Include:

  • Enough context to understand the situation
  • Definitions for acronyms on first use
  • Source citations for all data
  • Date and version (if iterating)

Test: Could someone outside your team understand this one-pager?

Make It Actionable#

The best one-pagers drive action. End with:

  • Specific next steps with owners and deadlines
  • Clear decision points for the reader
  • Contact information for follow-up

A one-pager that informs but doesn't prompt action has failed its purpose.

Common Mistakes to Avoid#

These errors undermine one-pagers we review regularly.

Mistake 1: Too Much Text#

Problem: Cramming paragraphs of text onto one page because "it's all important."

Why it fails: Dense text overwhelms readers and defeats the purpose of a one-pager. If they wanted to read paragraphs, they'd read a report.

Fix: Convert paragraphs to bullet points. Each bullet should be one line. If you can't cut content, you haven't prioritized.

Mistake 2: No Clear Hierarchy#

Problem: Everything looks the same—same font size, same weight, no visual distinction between sections.

Why it fails: Readers don't know where to focus. Their eye wanders without landing on key information.

Fix: Create obvious visual hierarchy. Headlines should be unmistakably larger. Use bold for key points. Add white space between sections.

Mistake 3: Missing the "So What"#

Problem: Presenting facts without conclusions. "Revenue was $10M" without explaining what that means or what action to take.

Why it fails: Readers are left to interpret data themselves. Different people will draw different conclusions.

Fix: State the implication explicitly. "Revenue was $10M, exceeding target by 15%, validating our expansion strategy."

Mistake 4: Burying the Lead#

Problem: Building up to the key message rather than stating it first. Context, then analysis, then—finally—the recommendation.

Why it fails: Busy readers may never reach your conclusion. They'll skim the first few lines and move on.

Fix: Lead with the answer. State your conclusion or recommendation in the first line, then support it.

Mistake 5: Inconsistent Formatting#

Problem: Different fonts, varied spacing, misaligned elements throughout the page.

Why it fails: Signals carelessness and undermines credibility. If the formatting is sloppy, the thinking might be too.

Fix: Use a template with locked styles. Check alignment before finalizing. Deckary's alignment shortcuts help ensure every element is precisely positioned.

Mistake 6: No Call to Action#

Problem: Ending with information but no clear ask. "Let me know if you have questions."

Why it fails: The reader isn't prompted to do anything. The one-pager becomes a document to file rather than a tool for decision-making.

Fix: End with a specific ask. "Please approve by Friday" or "Decide between options A and B in the next meeting."

Mistake 7: Using Jargon Without Definition#

Problem: Assuming the reader knows your acronyms and technical terms.

Why it fails: Executives often review one-pagers outside their expertise. Jargon creates confusion and requires follow-up.

Fix: Define acronyms on first use. Use plain language where possible. When technical terms are necessary, provide brief explanations.

One-Pager Templates: Quick Reference#

Here's a summary table for quick reference when choosing and structuring your one-pager:

One-Pager TypeOpeningCore ContentClosing
Executive SummarySituation + ComplicationRecommendation + 3-4 supporting pointsNext steps
Project StatusOverall status (RAG)Progress, accomplishments, blockersDecisions needed
Business CaseProblem statementSolution + benefits + investmentTimeline + recommendation
Investment MemoCompany overviewThesis + metrics + risksRecommendation
Company OverviewValue propositionProducts + traction + teamContact information

Summary#

One-pagers are the ultimate test of clear thinking. If you can distill complex analysis into a single page that drives action, you've demonstrated mastery of your material.

Key principles:

  1. Start with the answer: Lead with your conclusion or recommendation
  2. Create visual hierarchy: Readers should identify key information instantly
  3. Be ruthlessly selective: Every word must earn its space
  4. Include key metrics: Numbers create credibility and specificity
  5. End with action: Specify what you want the reader to do
  6. Maintain consistency: Formatting signals professionalism
  7. Test for standalone reading: The one-pager should work without you present

The constraint of one page isn't a limitation—it's a discipline that produces clearer thinking and more effective communication. Master the one-pager, and you've mastered the foundation of executive communication.

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