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Training Proposal Template – Washington

Use this template to run hybrid programs smoothly with transparent updates, shared decision tracking, and clear participant access across locations.

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Training Proposal Template – Washington

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Training Proposal Template


1. Objectives First

Primary objective: [Objective 1]

Secondary objective: [Objective 2]

Behavior change statement: [What participants will do differently on the job]

Success criteria: [Evidence and measurement approach]

 

2. Proposal Snapshot

Proposal Title: [Example: “Team Leadership Training for XYZ Company”]

Prepared For: [Client Name / Organization]

Prepared By: [Your Name / Training Company Name]

Date of Submission: [MM/DD/YYYY]

Primary Contact: [Name / Role / Email / Phone]

 

3. Training Need (Learner Journey Segmentation)

Entry skills and context: [What learners know today; tools used]

Practice moments: [Where learners need guided practice]

Transfer to job: [Where the skill must show up in real work]

Reinforcement: [How the organization will sustain the change]

 

4. Program Scope and Structure

Audience definition: [Teams/roles included]  Estimated attendance: [#]

Training Topics: [Module 1]; [Module 2]; [Module 3]

Delivery Format: [Select: On-site / Virtual via Zoom / Teams / Other / Hybrid / Coaching]

Session length: [e.g., 3 hours]  Total duration: [e.g., 2 days / 6 sessions]

 

5. Trainer Credentials and Resources

Trainer Name: [Name]  Experience: [X] years  Fields: [Industries/functions]

Resources provided: [Select: slide deck / templates / exercises / reading list / certificates]

 

6. Fees and Payment

Total cost: $[Amount]

Payment terms: [e.g., 50% deposit, 50% after completion]

Included support: [During and after training support]

 

7. Communication and Change Log Table

[Track decisions and updates below]

Date

Topic/Decision

Owner

Audience Notified

Link/Artifact

[MM/DD/YYYY]

[Format decision]

[Name/Role]

[Teams/roles]

[URL/ID]

[MM/DD/YYYY]

[Schedule change]

[Name/Role]

[Teams/roles]

[URL/ID]

[MM/DD/YYYY]

[Materials release]

[Name/Role]

[Teams/roles]

[URL/ID]

[MM/DD/YYYY]

[Follow-up plan]

[Name/Role]

[Teams/roles]

[URL/ID]

 

8. Remote Access and Participant Readiness

Platform: [Zoom / Teams / Other]  Access method: [Invite link / LMS launch]

Participant readiness: [Headset/camera / quiet space / bandwidth expectations]

Support contact: [Name/Email/Phone]  Backup plan: [Dial-in / alternate link]

 

9. Evidence and Recording Preferences

Session recording: [Record / Do not record]  Storage location: [Link/ID]

Participant materials access: [LMS / shared drive / email]

Privacy and access controls: [Owner / permissions / retention duration]

 

10. Approvals and Signatures

Client Program Owner Signature: __________________  Name: [Name]  Title: [Title]  Date: [MM/DD/YYYY]

Client Accessibility/Operations Reviewer Signature: __________________  Name: [Name]  Title: [Title]  Date: [MM/DD/YYYY]

Provider Signature: __________________  Name: [Name]  Title: [Title]  Date: [MM/DD/YYYY]

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Training Proposal Template – Washington

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For quick answers, scroll below to see the FAQ.

Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.

Washington Training Proposal Template FAQ


How do I write objectives that work for hybrid teams?

Hybrid teams benefit from objectives that describe both the behavior and the context where it will happen. Instead of “improve communication,” specify what the team will produce, such as clearer handoffs, better meeting decisions, or fewer rework loops. Then define how remote and in-person participants will practice the behavior during the session. When objectives include the work setting, it becomes easier to design exercises that feel relevant to everyone, regardless of location.


What should I capture about accessibility and participant readiness?

Capture any participation needs that affect delivery, such as captioning preferences, screen-reader compatible materials, or the need for alternative formats. Participant readiness also includes practical items like headsets, quiet spaces, and bandwidth expectations. The goal is to prevent avoidable friction on the day of training and to ensure everyone can engage with the content. Documenting these items early helps the client assign the right owners and avoids last-minute changes.


Is it a good idea to include a communication log in a training proposal?

Yes when multiple stakeholders need to stay aligned across time zones, locations, or departments. A short communication log makes decisions visible and provides a single place to track schedule updates, format changes, and material releases. This is especially useful for hybrid delivery, where small changes can affect participant access. It also helps the provider deliver consistently by ensuring that the latest decisions are documented and shared.


How can I prevent confusion about where materials will live?

Pick one primary distribution path and document it clearly, such as the LMS, a shared drive, or a controlled email distribution. Then specify permissions, who owns access, and how long materials will be retained. If recordings are involved, treat them like a deliverable with a defined storage location and access rules. Clarity here reduces support requests and makes it easier for managers to reinforce learning after the session.


What is the best way to handle time zones in the schedule?

State the time zone for each proposed session time and confirm the participant distribution early. If participants span multiple zones, consider shorter sessions with consistent timing rather than long blocks that disadvantage one group. Include scheduling assumptions, such as protected time on calendars and shift coverage. When time zones are handled explicitly, you reduce attendance issues and avoid rescheduling that disrupts delivery quality.


How can AI Lawyer support a proposal for distributed teams?

AI Lawyer can generate a structured first draft that includes the right placeholders for objectives, hybrid delivery, and stakeholder coordination. You can then tailor the learner journey section to your team’s actual workflows and tools, and add your organization’s preferred communication and access practices. This keeps the proposal consistent across programs while still reflecting local team realities and delivery constraints.


Should the provider always record virtual sessions?

Recording can be helpful, but it is not always the best choice. Some groups prefer open discussion and may engage less if sessions are recorded. If you record, define where the recording will be stored, who can access it, and how long it will be retained. If you do not record, provide a written recap and key templates so participants still have a durable reference. Either approach works when it is agreed and documented.

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