Diversity and inclusion proposal: Free template
Customize this free diversity and inclusion proposal with Cobrief
Open this free diversity and inclusion proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your approach, client priorities, and organizational context. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.
Once you're done, send, download, or save the proposal in one click — no formatting or setup required.
This template is fully customizable and built for real-world use — ideal for pitching DEI assessments, training programs, inclusive policy design, or leadership consulting. Whether you're a DEI consultant or part of an HR or strategy team, this version gives you a structured head start and removes the guesswork.
What is a diversity and inclusion proposal?
A diversity and inclusion proposal outlines your plan for helping an organization assess, improve, or expand its efforts around workplace equity, belonging, and representation. It typically includes a diagnostic, strategy design, training, policy review, and implementation support.
This proposal creates clarity around your approach and helps align expectations on goals, deliverables, and outcomes.
A strong DEI proposal helps you:
- Define the purpose and scope of the DEI engagement.
- Demonstrate cultural awareness and structured thinking.
- Set clear expectations around timing, metrics, and involvement.
- Build trust through transparency and professionalism.
Why use Cobrief to edit your proposal
Cobrief gives you everything you need to create high-quality proposals — with AI tools to make writing easier and faster.
- Edit the proposal directly in your browser: No formatting or templates required — just open and start writing.
- Rewrite sections with AI: Simplify language, clarify scope, or fine-tune tone to match your client.
- Run a one-click AI review: Spot vague areas or weak phrasing and improve it instantly.
- Apply AI suggestions instantly: Accept individual edits or apply all changes in one click.
- Share or export instantly: Send via Cobrief or download a clean PDF or DOCX version.
Build trust and alignment from the first proposal.
When to use this proposal
Use this diversity and inclusion proposal for:
- Pitching a DEI audit or organizational assessment.
- Recommending inclusive hiring or promotion practices.
- Designing a DEI roadmap or leadership strategy.
- Offering anti-bias, cultural competency, or inclusive communication training.
- Responding to RFPs or formal requests for equity consulting.
This structure works well for both project-based and ongoing advisory work.
What to include in a diversity and inclusion proposal
Each section helps the client understand your expertise, process, and the impact of your work:
- Executive summary: Summarize the client’s DEI goals and how your proposal supports inclusive culture, equitable systems, and stronger belonging across the organization.
- Scope of work: Define exactly what you’ll deliver — DEI audits, employee surveys, policy reviews, training sessions, focus groups, inclusive leadership development, etc.
- Methodology: Outline your process and tools, including how you’ll gather data, engage stakeholders, and develop tailored strategies. Mention frameworks or models used (e.g., equity lens, DEI maturity models).
- Timeline: Break the project into phases like discovery, assessment, feedback, training, and roadmap development. Include expected durations and review checkpoints.
- Pricing: Present your fees clearly — per phase, flat fee, or hourly. Include optional add-ons such as extra training, reporting, or ongoing support.
- Terms and conditions: Cover payment terms, data confidentiality, access to internal materials, and boundaries around implementation vs. advisory roles.
- Next steps: Provide a clear CTA — such as “Reply to approve” or “Schedule a kickoff call.”
How to write an effective diversity and inclusion proposal
This proposal should feel thoughtful, respectful, and outcome-driven:
- Focus on impact: Frame DEI as an enabler of performance, trust, retention, and innovation.
- Use inclusive, plain language: Avoid jargon and write clearly for a broad audience.
- Be honest about scope: Set realistic expectations around what’s possible in the given timeline.
- Highlight experience and credibility: Reference relevant past work, lived experience, or training.
- Format for clarity: Use headings, short paragraphs, and bullets to keep the structure clean.
- End with direction: Make the next step feel easy and action-oriented.
Frequently asked questions (FAQs)
Can I reuse this proposal for different organizations?
Yes — just update the scope and tone to reflect each client’s size, culture, and maturity level.
Does this template support both audits and training-focused projects?
Absolutely. You can use it for assessments, education, or full DEI strategy work.
Should I include certifications or partnerships?
Yes — listing relevant DEI certifications or affiliations adds credibility.
Is this proposal legally binding?
No — this is a proposal. Attach or link to a service agreement if needed.
Can I export this as a PDF or DOCX file?
Yes — you can download it instantly in either format after customizing.
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This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.