Training Proposal Template
1. Prepared For / Prepared By
Client: [Client Name / Organization]
Address: [Client Address]
Email: [Email Address] Phone: [Phone Number]
Provider: [Your Name / Training Company Name]
Provider Address: [Address]
Provider Email: [Email Address] Phone: [Phone Number]
2. Proposal Snapshot
Proposal Title: [Example: “Team Leadership Training for XYZ Company”]
Date of Submission: [MM/DD/YYYY]
Proposal Version: [v1.0 / v1.1 / v2.0]
Primary Point of Contact: [Name / Role / Email / Phone]
3. Training Need and Executive Summary
Before (current state): [Describe current performance gap, workflow friction, or skill shortfall]
Trigger (why now): [Event / goal / growth plan / change initiative prompting training]
Contact/Mechanism (where training applies): [Teams / functions / processes impacted]
After (business impact if unaddressed): [Delay / quality risk / rework / customer impact]
Immediate response (what this program delivers): [Key outcomes in 1–2 lines]
4. Objectives and Expected Outcomes
Participants will be able to: [Objective 1]
Participants will be able to: [Objective 2]
Participants will be able to: [Objective 3]
Success definition: [Observable behaviors / outputs / KPIs]
5. Program Scope and Delivery
Target Audience: [Select: Managers and Team Leaders / New Employees / Technical Staff / Cross-functional Teams / Other: specify]
Training Topics and Content: [Module 1 title and focus]; [Module 2 title and focus]; [Module 3 title and focus]
Delivery Format: [Select: On-site workshop / Virtual training via Zoom / Teams / Other / Hybrid / One-on-one coaching]
Session length: [e.g., 3 hours per session] Total duration: [e.g., 2 full days / 6 weekly sessions]
6. Fees, Terms, and Acceptance
Total cost: $[Amount]
Included: [Trainer fees; materials and resources; support during and after the training; travel costs if applicable]
Payment terms: [e.g., 50% deposit, 50% after completion]
Evaluation and follow-up: [Select: post-training survey / certificate distribution / follow-up call after X weeks / other]
7. Timeline Table
[Complete the timeline table below]
Time/Date | Milestone or Session | Owner/Presenter | Evidence/Artifact |
[MM/DD/YYYY hh:mm] | [Kickoff call] | [Name/Role] | [Agenda link / meeting notes] |
[MM/DD/YYYY hh:mm] | [Session 1] | [Trainer Name] | [Slide deck link / recording ID] |
[MM/DD/YYYY hh:mm] | [Session 2] | [Trainer Name] | [Worksheet packet link] |
[MM/DD/YYYY hh:mm] | [Follow-up] | [Name/Role] | [Survey results link] |
Time/Date | Milestone or Session | Owner/Presenter | Evidence/Artifact |
[MM/DD/YYYY hh:mm] | [Kickoff call] | [Name/Role] | [Agenda link / meeting notes] |
[MM/DD/YYYY hh:mm] | [Session 1] | [Trainer Name] | [Slide deck link / recording ID] |
[MM/DD/YYYY hh:mm] | [Session 2] | [Trainer Name] | [Worksheet packet link] |
[MM/DD/YYYY hh:mm] | [Follow-up] | [Name/Role] | [Survey results link] |
Time/Date
Milestone or Session
Owner/Presenter
Evidence/Artifact
[MM/DD/YYYY hh:mm]
[Kickoff call]
[Name/Role]
[Agenda link / meeting notes]
[Session 1]
[Trainer Name]
[Slide deck link / recording ID]
[Session 2]
[Worksheet packet link]
[Follow-up]
[Survey results link]
8. Two-Step Training Need Classification
Need category: [Select: Communication / Leadership / Process / Technical / Customer-facing / Compliance / Other]
Need subtype: [Define the specific skill or workflow to change]
Severity scale: [1 Minimal / 2 Moderate / 3 Material / 4 High / 5 Critical]
Severity criteria: [What makes this a 3 vs 5 in your context]
9. Evidence and Materials Checklist
Artifacts to be provided or created: [Select: slide deck / participant workbook / exercises / templates / reading list / certificate]
File locations: [Shared drive link / LMS link / folder path]
Recording decision: [Record / Do not record] Recording location: [Link / ID]
Retention preference: [Duration / owner / access permissions]
10. Signatures and Roles
Client Sponsor Signature: __________________ Name: [Name] Title: [Title] Date: [MM/DD/YYYY]
HR/L&D Reviewer Signature: __________________ Name: [Name] Title: [Title] Date: [MM/DD/YYYY]
Provider Lead Signature: __________________ Name: [Name] Title: [Title] Date: [MM/DD/YYYY]
Time/Date | Milestone or Session | Owner/Presenter | Evidence/Artifact |
[MM/DD/YYYY hh:mm] | [Kickoff call] | [Name/Role] | [Agenda link / meeting notes] |
[MM/DD/YYYY hh:mm] | [Session 1] | [Trainer Name] | [Slide deck link / recording ID] |
[MM/DD/YYYY hh:mm] | [Session 2] | [Trainer Name] | [Worksheet packet link] |
[MM/DD/YYYY hh:mm] | [Follow-up] | [Name/Role] | [Survey results link] |
