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Training Proposal Template – Texas
Use this template to make fees, timing assumptions, and scope adjustments easy for stakeholders to review and sign off.
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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 |
|
|
| $[Amount] |
2. Proposal Parties and Date
Prepared For: [Client Name / Organization] Address: [Client Address]
Prepared By: [Your Name / Training Company Name] Address: [Address]
Email: [Email Address] Phone: [Phone Number]
Date of Submission: [MM/DD/YYYY]
3. Program Purpose (Hazard-Control-Failure-Exposure-Impact)
Hazard (business risk): [What could go wrong without the training]
Control (desired capability): [What capability the training establishes]
Failure (current gap): [Where the current process or behavior breaks down]
Exposure (who/when affected): [Teams, shifts, or customer moments impacted]
Impact (measured outcome): [Cost, time, quality, safety, retention, or customer effect]
4. Objectives and Scope Boundaries
Objectives: [Objective 1]; [Objective 2]; [Objective 3]
In-scope audience: [Roles / teams included]
Out-of-scope items: [What is excluded to prevent drift]
Success criteria: [Metrics / observable behaviors]
5. Training Design and Delivery Options
Training Topics: [Module 1]; [Module 2]; [Module 3]
Delivery Format: [Select: On-site workshop / Virtual via Zoom / Teams / Other / Hybrid / Coaching]
Session length: [e.g., 3 hours] Total duration: [e.g., 2 days / 6 sessions]
Trainer Credentials: [Trainer Name] with [X] years in [Fields]; Highlights: [Certifications / notable achievements]
6. Schedule Commitment
Proposed dates: [Insert dates]
Scheduling assumptions: [Participant availability / time zones / shift coverage]
Reschedule window: [Lead time required / blackout dates]
7. Remote and Access Addendum
Virtual platform: [Zoom / Teams / Other]
Access requirements: [Accounts needed / guest links / security settings]
Participant locations: [On-site / remote / mixed] Time zones: [List]
Closest on-call support: [IT contact name / email / phone]
8. Change Control and Billing Adjustments
Change request submitted by: [Name/Role] Date: [MM/DD/YYYY]
Change description: [Scope / audience / modules / schedule / delivery format]
Impact on fee: [$ 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]
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Training Proposal Template – Texas
Texas Training Proposal Template FAQ
How do I choose between per-session and per-participant pricing?
Per-session pricing is often simpler when the cohort size may fluctuate, because the fee is tied to delivery time rather than headcount. Per-participant pricing can be a better fit when materials, licensing, or certification costs scale directly with attendance. If you are unsure, present both models and define what is included in each, such as customization, follow-up support, and travel. A clear table makes it easy for approvers to compare options without reopening scope discussions.
What should be listed as out-of-scope?
Out-of-scope items are the most effective way to prevent “small adds” from turning into a different program. List exclusions tied to content (extra modules), audience (additional teams), and delivery (extra sessions, recordings, or coaching). If the client may ask for follow-on work, note that additional services can be scoped separately. This keeps the proposal fair and reduces friction because everyone can see what changes require a documented adjustment.
How can I handle travel and on-site expenses fairly?
Define whether travel is included, capped, or billed as incurred, and identify which expenses are covered. If the client prefers predictable budgeting, use a cap or a flat travel line item. If travel is uncertain, state assumptions such as number of trips or days on-site. The key is to avoid surprises by describing the model clearly and keeping travel separate from facilitation fees.
What is a reasonable rescheduling policy for training?
Rescheduling works best when it has a lead-time expectation that allows both parties to protect calendars and costs. Include a reschedule window and a process for proposing alternate dates. If the training supports a larger rollout, add scheduling assumptions about shift coverage or system availability. Clear rescheduling terms prevent last-minute changes from disrupting delivery quality or forcing rushed cohorts.
Do I need to include a change control section in a training proposal?
If the program involves multiple sessions, multiple stakeholders, or a hybrid delivery model, change control is extremely useful. It provides a simple way to document scope changes, schedule shifts, or added participants and to confirm the impact on fees. Even a short change record reduces misunderstandings, because it creates a shared reference for what was approved and when. This is especially helpful when leadership changes mid-project.
How can AI Lawyer help with pricing clarity?
AI Lawyer can draft the pricing table structure and standard fee language so you start with a clean, reviewable layout. You still control the numbers and assumptions, but the template keeps the presentation consistent across proposals. After generating a draft, refine the line items to match how you actually bill, and align the scope boundaries with the pricing model so approvers can see exactly what they are paying for.
What should I do if the client wants coaching added at the end?
Treat coaching as an add-on with its own unit (per session or per participant) and schedule assumptions. If it is requested after delivery begins, document it as a change and state whether coaching replaces another component or adds to total time. Coaching can be highly effective, but it should be scoped clearly so the program remains deliverable and the provider’s time is accounted for.
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