Training Proposal Template
1. Fees and Pricing Structure
[Complete the pricing table below]
Line Item | Unit | Rate | Quantity | Subtotal |
[Facilitation - Session] | [Per session] | $[Rate] | [Qty] | $[Subtotal] |
[Program design and customization] | [Flat] | $[Rate] | [1] | $[Subtotal] |
[Materials and licensing] | [Per participant] | $[Rate] | [Qty] | $[Subtotal] |
[Travel and on-site expenses] | [Actual/Cap] | $[Rate] | [N/A] | $[Subtotal] |
Total | | | | $[Amount] |
Line Item | Unit | Rate | Quantity | Subtotal |
[Facilitation - Session] | [Per session] | $[Rate] | [Qty] | $[Subtotal] |
[Program design and customization] | [Flat] | $[Rate] | [1] | $[Subtotal] |
[Materials and licensing] | [Per participant] | $[Rate] | [Qty] | $[Subtotal] |
[Travel and on-site expenses] | [Actual/Cap] | $[Rate] | [N/A] | $[Subtotal] |
Total | | | | $[Amount] |
Line Item
Unit
Rate
Quantity
Subtotal
[Facilitation - Session]
[Per session]
$[Rate]
[Qty]
$[Subtotal]
[Program design and customization]
[Flat]
[1]
[Materials and licensing]
[Per participant]
[Travel and on-site expenses]
[Actual/Cap]
[N/A]
Total
$[Amount]
2. Proposal Parties and Date
Prepared For: [Client Name / Organization] Address: [Client Address]
Prepared By: [Your Name / Training Company Name] Address: [Address]
Email: [Email Address] Phone: [Phone Number]
Date of Submission: [MM/DD/YYYY]
3. Program Purpose (Hazard-Control-Failure-Exposure-Impact)
Hazard (business risk): [What could go wrong without the training]
Control (desired capability): [What capability the training establishes]
Failure (current gap): [Where the current process or behavior breaks down]
Exposure (who/when affected): [Teams, shifts, or customer moments impacted]
Impact (measured outcome): [Cost, time, quality, safety, retention, or customer effect]
4. Objectives and Scope Boundaries
Objectives: [Objective 1]; [Objective 2]; [Objective 3]
In-scope audience: [Roles / teams included]
Out-of-scope items: [What is excluded to prevent drift]
Success criteria: [Metrics / observable behaviors]
5. Training Design and Delivery Options
Training Topics: [Module 1]; [Module 2]; [Module 3]
Delivery Format: [Select: On-site workshop / Virtual via Zoom / Teams / Other / Hybrid / Coaching]
Session length: [e.g., 3 hours] Total duration: [e.g., 2 days / 6 sessions]
Trainer Credentials: [Trainer Name] with [X] years in [Fields]; Highlights: [Certifications / notable achievements]
6. Schedule Commitment
Proposed dates: [Insert dates]
Scheduling assumptions: [Participant availability / time zones / shift coverage]
Reschedule window: [Lead time required / blackout dates]
7. Remote and Access Addendum
Virtual platform: [Zoom / Teams / Other]
Access requirements: [Accounts needed / guest links / security settings]
Participant locations: [On-site / remote / mixed] Time zones: [List]
Closest on-call support: [IT contact name / email / phone]
8. Change Control and Billing Adjustments
Change request submitted by: [Name/Role] Date: [MM/DD/YYYY]
Change description: [Scope / audience / modules / schedule / delivery format]
Impact on fee: [$ increase / $ decrease / no change] Impact on timeline: [Describe]
Approval for change: __________________ Name: [Name] Title: [Title] Date: [MM/DD/YYYY]
9. Evaluation and Follow-Up
Evaluation method: [Select: survey / knowledge check / scenario assessment / manager observation]
Follow-up format: [Select: 30-minute consultation after X weeks / office hours / coaching check-in]
Reporting deliverable: [Summary report / attendance / completion list]
10. Acceptance Signatures
Client Budget Owner Signature: __________________ Name: [Name] Title: [Title] Date: [MM/DD/YYYY]
Client Operations Lead Signature: __________________ Name: [Name] Title: [Title] Date: [MM/DD/YYYY]
Training Provider Signature: __________________ Name: [Name] Title: [Title] Date: [MM/DD/YYYY]
Line Item | Unit | Rate | Quantity | Subtotal |
[Facilitation - Session] | [Per session] | $[Rate] | [Qty] | $[Subtotal] |
[Program design and customization] | [Flat] | $[Rate] | [1] | $[Subtotal] |
[Materials and licensing] | [Per participant] | $[Rate] | [Qty] | $[Subtotal] |
[Travel and on-site expenses] | [Actual/Cap] | $[Rate] | [N/A] | $[Subtotal] |
Total | | | | $[Amount] |
