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.
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 Is | What It Isn't |
|---|---|
| A complete argument in one page | A condensed version of a longer document |
| Designed to stand alone | Dependent on other materials |
| Prioritized and focused | Comprehensive and exhaustive |
| Written for the busiest person | Written 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#

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-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#
| Type | Primary Purpose | Key Focus | Typical Audience |
|---|---|---|---|
| Executive Summary | Summarize recommendation | Conclusion + supporting logic | C-suite, board |
| Project Status | Update on progress | Status, blockers, decisions | Steering committee, PMO |
| Business Case | Justify investment | Problem, solution, ROI | Decision-makers |
| Investment Memo | Evaluate opportunity | Thesis, metrics, risks | Investment committee |
| Company Overview | Introduce organization | Value prop, traction | External 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 Results | Q3 revenue exceeded target by 15% |
| Market Analysis | European market represents $2B opportunity |
| Project Update | Project on track for December launch |
| Investment Summary | Recommend 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:
- Write your headline (the key message in one sentence)
- List 3-5 main points that support the headline
- Identify 3-5 key metrics or data points
- Define your call to action
- 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:
- Headline: Largest text, top of page (18-24pt bold)
- Section headers: Second-largest, clearly distinct (14-16pt bold)
- Body text: Standard size (11-12pt)
- Supporting details: Smaller but readable (10-11pt)
- 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:
- Start with the answer: Your headline states the conclusion
- Group supporting arguments: 3-5 main points that prove the conclusion
- 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 Type | Opening | Core Content | Closing |
|---|---|---|---|
| Executive Summary | Situation + Complication | Recommendation + 3-4 supporting points | Next steps |
| Project Status | Overall status (RAG) | Progress, accomplishments, blockers | Decisions needed |
| Business Case | Problem statement | Solution + benefits + investment | Timeline + recommendation |
| Investment Memo | Company overview | Thesis + metrics + risks | Recommendation |
| Company Overview | Value proposition | Products + traction + team | Contact 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:
- Start with the answer: Lead with your conclusion or recommendation
- Create visual hierarchy: Readers should identify key information instantly
- Be ruthlessly selective: Every word must earn its space
- Include key metrics: Numbers create credibility and specificity
- End with action: Specify what you want the reader to do
- Maintain consistency: Formatting signals professionalism
- 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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