Training Proposal Template
[Complete the stakeholder table below]
Name | Role | Email/Phone | Decision Rights |
[Name] | [Client Sponsor] | [Email/Phone] | [Approve scope and budget] |
[Name] | [Procurement] | [Email/Phone] | [Approve vendor terms] |
[Name] | [HR/L&D] | [Email/Phone] | [Approve learning design] |
[Name] | [Provider Lead] | [Email/Phone] | [Deliver program] |
Name | Role | Email/Phone | Decision Rights |
[Name] | [Client Sponsor] | [Email/Phone] | [Approve scope and budget] |
[Name] | [Procurement] | [Email/Phone] | [Approve vendor terms] |
[Name] | [HR/L&D] | [Email/Phone] | [Approve learning design] |
[Name] | [Provider Lead] | [Email/Phone] | [Deliver program] |
Name
Role
Email/Phone
Decision Rights
[Name]
[Client Sponsor]
[Email/Phone]
[Approve scope and budget]
[Procurement]
[Approve vendor terms]
[HR/L&D]
[Approve learning design]
[Provider Lead]
[Deliver program]
2. Proposal Identification
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] Proposal ID: [Internal reference]
3. Training Need (5W1H)
Who needs the training: [Roles / teams / locations]
What must improve: [Behaviors / skills / outputs]
Where it applies: [Departments / workflow stage / customer touchpoint]
When success is needed: [Deadline / quarter / project milestone]
Why training is the solution: [Rationale vs alternatives]
How the program will work: [Delivery format and reinforcement approach]
4. Objectives and Deliverables
Objectives: [Objective 1]; [Objective 2]; [Objective 3]
Primary deliverables: [Select: slide deck / exercises / templates / completion certificates / summary report]
Post-training handoff: [Artifacts and access method]
5. Program Design
Training Topics: [Module 1]; [Module 2]; [Module 3]
Delivery Format: [Select: On-site workshop / Virtual via Zoom / Teams / Other / Hybrid]
Cohort size: [# participants per session] Total participants: [#]
Trainer Credentials: [Trainer Name] brings [X] years of experience in [Fields]; Certifications: [List]
6. Commercial Terms
Total cost: $[Amount] Currency: [USD]
Pricing model: [Fixed fee / Per session / Per participant]
Payment terms: [e.g., 50% deposit, 50% after completion] Invoicing contact: [Name/Email]
Travel and on-site expenses: [Included / Not included; if not included, describe]
7. Multi-Party Site and Vendor Coordination
Training location owner: [Client / Landlord / Third-party venue]
On-site points of control: [Security check-in / badges / room access]
Third-party tools or platforms used: [LMS / conferencing / polling tool]
External vendors involved: [List vendor names and roles]
8. Environment and Facility Conditions
Room setup: [Classroom / U-shape / Boardroom / Other]
Audio/visual requirements: [Projector / displays / microphones / speakers]
Connectivity requirements: [Guest Wi-Fi / wired / VPN needed]
Special conditions: [Noise limits / shared space constraints / accessibility needs]
9. Signatures and Approvals
Client Sponsor Signature: __________________ Name: [Name] Title: [Title] Date: [MM/DD/YYYY]
Procurement / Vendor Manager Signature: __________________ Name: [Name] Title: [Title] Date: [MM/DD/YYYY]
Provider Signature: __________________ Name: [Name] Title: [Title] Date: [MM/DD/YYYY]
Name | Role | Email/Phone | Decision Rights |
[Name] | [Client Sponsor] | [Email/Phone] | [Approve scope and budget] |
[Name] | [Procurement] | [Email/Phone] | [Approve vendor terms] |
[Name] | [HR/L&D] | [Email/Phone] | [Approve learning design] |
[Name] | [Provider Lead] | [Email/Phone] | [Deliver program] |
