DEI training proposal: Free template

Customize this free DEI training proposal with Cobrief

Open this free DEI training proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your offer, the client’s goals, and the workplace 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 workshops, responding to HR-led RFPs, or proposing multi-session training programs. Whether you’re creating proposals regularly or occasionally, this version gives you a structured head start and removes the guesswork.

What is a DEI training proposal?

A DEI training proposal is a document used to outline and offer structured diversity, equity, and inclusion training to an organization. It typically covers your understanding of the client’s challenges, the goals of the training, session content, delivery format, timelines, pricing, and expected outcomes.

Usually sent after a discovery call or internal request, this proposal helps HR, leadership, or L&D teams align around the training scope, session structure, and desired impact. It's especially useful when dealing with complex cultural goals or sensitive organizational dynamics.

A good DEI training proposal helps you:

• Present a thoughtful, structured plan that reflects the organization’s unique needs.
• Set clear expectations around content, duration, delivery, and engagement.
• Show credibility and build trust around your experience and facilitation style.
• Move the client closer to scheduling and approval.

Use this proposal when the organization is looking for a formal, scoped, and well-structured DEI training solution — especially when internal alignment and clarity are key.

Why use Cobrief to edit your proposal

Cobrief gives you a faster, smarter way to customize and polish your proposal directly in your browser — with built-in AI to support your writing.

• Edit the proposal directly in your browser: No setup or formatting required — just click and start working.
• Rewrite sections with AI: Highlight any sentence and choose from smart rewrite options like simplify, rephrase, or change tone.
• Run a one-click AI review: Get actionable suggestions to improve flow, fix vague language, or fill in missing detail.
• Apply AI suggestions instantly: Review and accept individual AI suggestions, or apply all improvements across the proposal in one click.
• Share or export instantly: Send your proposal via Cobrief or download a clean PDF or DOCX file — ready to share with clients.

No formatting headaches, no guessing — just a clean, guided experience from start to finish.

When to use this proposal

This DEI training proposal works well in scenarios like:

• Responding to an internal request for workplace DEI workshops: Present a professional plan aligned with their goals.
• Pitching DEI training services after a discovery call: Share a structured offer to formalize next steps.
• Submitting a proposal to HR or L&D: Help them align internally and gain buy-in across teams.
• Proposing a series of DEI sessions: Show how a multi-session plan will drive ongoing impact and accountability.
• Quoting for DEI onboarding or compliance training: Provide clarity on scope, delivery, and scheduling.

Use this proposal when you want to clearly communicate your DEI training approach, structure, and value — and help the client make a confident decision.

What to include in a DEI training proposal

Each section in this template helps you communicate your offer clearly and professionally. Here's what to include — and how to tailor it:

• Executive summary: Start with a concise overview of the training you're offering and how it aligns with the client’s stated goals (e.g., creating a more inclusive culture, addressing unconscious bias, improving leadership accountability).
• Training objectives: List the core outcomes your training is designed to deliver. Be specific — frame objectives in terms of behavior change, workplace culture, or communication norms.
• Session structure and content: Break down the proposed sessions (e.g., number, topics, duration, delivery method). Mention whether sessions are virtual, in-person, hybrid, or self-paced.
• Timeline: Provide a realistic delivery timeline, including prep, delivery windows, and optional follow-up or measurement. Note key milestones like kickoff, check-ins, or post-training reflection.
• Pricing: Clearly outline fees per session, package, or training tier. Mention what’s included (e.g., materials, pre-work, surveys, recap notes) and flag any optional add-ons.
• Terms and conditions: Include payment terms, cancellation policy, revision or customization limits, and expectations around client participation or communication.
• Next steps: Suggest a clear follow-up action — whether it’s a kickoff call, contract review, or scheduling the first session. Make it easy to move forward.

How to write an effective DEI training proposal

A great DEI training proposal is clear, respectful, and aligned with the client’s context. Here’s how to make yours more effective:

• Focus on relevance and outcomes: Speak to the client’s current culture, challenges, or goals — and frame the training as a solution.
• Use inclusive, professional language: Avoid jargon or overly academic terms unless specifically requested.
• Make your structure feel safe and actionable: Clients should feel confident that the training will be impactful but manageable.
• Flag customization options early: Let them know you can adjust tone, duration, or focus areas to suit different departments or teams.
• Provide social proof if available: Mention similar work done with companies in their industry or size bracket.
• End with clarity and confidence: Offer one simple next step to move the conversation forward without friction.

Frequently asked questions (FAQs)

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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.