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] |
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] |
Date
Topic/Decision
Owner
Audience Notified
Link/Artifact
[MM/DD/YYYY]
[Format decision]
[Name/Role]
[Teams/roles]
[URL/ID]
[Schedule change]
[Materials release]
[Follow-up plan]
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]
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] |
