Corporate training proposal: Free template

Customize this free corporate training proposal with Cobrief
Open this free corporate training proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on the training topic, team size, delivery method, or industry. 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 internal training programs to HR teams, L&D leads, compliance officers, or department heads. Whether you’re designing a one-off session or a recurring series, this version gives you a structured head start and removes the guesswork.
What is a corporate training proposal?
A corporate training proposal outlines your plan to deliver structured education to employees on a specific topic. It typically includes learning objectives, session structure, delivery format, trainer credentials, and expected outcomes.
This type of proposal is commonly used:
- When companies need to upskill employees on tools, compliance, communication, or leadership
- As part of onboarding, culture-building, or professional development programs
- Ahead of organizational change, product launches, or new policy rollouts
- To meet mandatory training requirements (e.g. DEI, cybersecurity, safety)
It helps clients boost productivity, alignment, and retention — while reducing knowledge gaps or risks.
A strong proposal helps you:
- Define exactly what learners will gain, and how it supports business outcomes
- Choose the right format — live, virtual, recorded, hybrid — for delivery
- Show the training fits the team’s day-to-day reality
- Make the program repeatable or scalable as the company grows
Why use Cobrief to edit your proposal
Cobrief helps you deliver sharp, clean proposals without wasting time on formatting or starting from scratch.
- Edit the proposal directly in your browser: Stay focused on the offer — layout’s already handled.
- Rewrite sections with AI: Tailor tone for HR, L&D, legal, or exec audiences in one click.
- Run a one-click AI review: Let AI spot unclear framing, scope gaps, or vague deliverables.
- Apply AI suggestions instantly: Accept edits line by line or improve the whole doc at once.
- Share or export instantly: Send via Cobrief or download a clean PDF or DOCX version.
You’ll move from draft to delivery-ready proposal with less back and forth — and clearer structure.
When to use this proposal
Use this corporate training proposal when:
- A client wants to upskill or align teams around a specific topic or behavior
- They’re rolling out a new system, policy, or process that requires team buy-in
- There’s a compliance deadline for security, ethics, or regulatory education
- They’re launching a learning & development initiative with budget and support
- You’re embedding training into broader transformation, onboarding, or culture work
It’s especially useful when the business case is clear — but the structure isn’t yet mapped out.
What to include in a corporate training proposal
Use this template to walk the client through your full training program — from design to delivery — in structured, plain-smart language.
- Project overview: Frame the challenge or opportunity — e.g., skill gaps, tool adoption, cultural shifts — and how training supports the goal.
- Training objectives: List the specific outcomes learners will walk away with — both practical and behavioral.
- Format and delivery: Describe how the sessions will run (live, on-demand, hybrid), how long they’ll take, and how materials will be delivered.
- Audience and roles: Clarify who the training is for — department, role level, team size — and how sessions may vary by group.
- Curriculum and agenda: Provide a high-level breakdown of topics, exercises, or modules by session.
- Trainer or facilitator credentials: Highlight relevant experience, certifications, or past client work — especially if subject matter is sensitive or specialized.
- Materials and follow-up: Outline what learners will receive — decks, handouts, recordings, cheat sheets — and whether post-training support is included.
- Feedback and assessment: Note whether you’ll collect participant feedback, run quizzes, or offer certificates of completion.
- Timeline and phases: Break into phases — discovery, content prep, delivery, follow-up — with rough timeframes.
- Pricing: Offer fixed-fee, per-session, or per-learner pricing. Include optional add-ons like travel, custom content, or LMS integration.
- Next steps: End with a clear CTA — such as confirming participant groups, scheduling a kickoff, or finalizing topic selection.
How to write an effective corporate training proposal
This proposal should feel clear, practical, and outcome-driven — especially for HR or L&D teams under time pressure.
- Lead with business impact: Link the training to specific goals — retention, compliance, productivity — not vague “learning benefits.”
- Keep it light on theory: Clients want applied training that improves behavior or performance, not academic lectures.
- Tailor for team context: Modify examples, language, or tools to match the client’s industry, function, or challenges.
- Be realistic about delivery: Don’t propose 6-hour sessions if the client has 30-minute calendars. Fit the schedule, not the other way around.
- Leave room for iteration: Many clients want to co-develop. Position content as 80% ready, with space for client input.
Frequently asked questions (FAQs)
How do I scope pricing when the audience size isn’t finalized?
Use tiered or per-learner pricing, or lock in a base rate with flexibility to adjust for final numbers later.
What if the client wants ongoing training, not just a one-off?
Frame the initial session(s) as Phase 1. Offer retainer or recurring engagement options after a pilot.
Do I need to customize content for each client?
Only if scoped. Use a modular base curriculum with optional customization — charge extra for deep tailoring.
What delivery method should I recommend?
Live (in-person or virtual) is best for engagement. Asynchronous or hybrid works for scale. Match delivery to the client's team size and schedule constraints.
How do I measure success?
Use a mix of feedback scores, completion rates, and manager-reported behavior change. If needed, include simple quizzes or pre/post assessments to show learning.
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.