Workplace harassment training proposal: Free template
Customize this free workplace harassment training proposal with Cobrief
Open this free workplace harassment training proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on company size, industry, and jurisdictional requirements. 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 training services to HR teams, compliance leads, or operations managers across startups, enterprises, and nonprofits. Whether you're meeting legal mandates or proactively improving workplace culture, this version gives you a structured head start and removes the guesswork.
What is a workplace harassment training proposal?
A workplace harassment training proposal outlines your plan to deliver legally compliant, behavior-focused training that helps employees recognize, prevent, and respond to harassment. It typically includes the delivery format, content scope, audience segmentation, compliance alignment, and rollout timeline.
This type of proposal is commonly used:
- When businesses need to meet state-mandated harassment training requirements (e.g., California, New York, Illinois)
- To reduce liability and reputational risk after workplace complaints or audits
- As part of broader DEI or culture improvement initiatives
It helps the client create a safer, more respectful workplace — while staying compliant with local laws and industry best practices.
A strong proposal helps you:
- Clearly explain what the training includes and how it meets legal thresholds
- Show how it engages staff without being generic or checkbox-driven
- Offer options tailored to employee roles, regions, and work formats (in-person, remote, hybrid)
- Set clear expectations around delivery, tracking, and follow-up
Why use Cobrief to edit your proposal
Cobrief helps you write and refine your proposal faster — with live editing and built-in AI that keeps everything tight, clear, and professional.
- Edit the proposal directly in your browser: No formatting mess — just open, write, and adjust instantly.
- Rewrite sections with AI: Adapt language for HR, legal, or executive audiences in one click.
- Run a one-click AI review: Let AI flag missing compliance references, vague delivery details, or unclear scope.
- Apply AI suggestions instantly: Accept edits line by line or apply all changes at once.
- Share or export instantly: Send your proposal through Cobrief or download a clean PDF or DOCX version for delivery.
You’ll move from draft to signed-off faster — with a proposal that’s hard to ignore.
When to use this proposal
Use this workplace harassment training proposal when:
- Quoting a company-wide training rollout for compliance or culture reasons
- Responding to a regulatory mandate or after an HR incident
- Supporting multi-location teams with tailored training for managers vs. staff
- Offering virtual, in-person, or hybrid training sessions (live or on-demand)
- Bundling compliance training into onboarding or annual learning plans
It’s especially useful when the client needs to demonstrate both legal compliance and genuine behavioral change.
What to include in a workplace harassment training proposal
Use this template to walk the client through the structure, legal alignment, and outcomes of your training program — in clear, plain-smart language.
- Project overview: Summarize the organization’s training requirements and your role in delivering clear, compliant, and respectful learning experiences.
- Content scope: Define what the training covers — definitions, bystander intervention, power dynamics, reporting channels, retaliation, and prevention strategies.
- Legal alignment: Reference relevant laws (e.g., Title VII, FEHA, NY Human Rights Law, SB 1343) and explain how your training meets or exceeds their requirements.
- Audience segmentation: Explain how content differs for managers, employees, remote staff, or multi-state locations.
- Delivery format: Clarify whether sessions are live, on-demand, or blended — and what tech or logistics are required.
- Tracking and certification: Describe how completions are tracked, how certificates are issued, and how records are stored or shared with HR.
- Reinforcement and follow-up: Include options for quizzes, discussion guides, or refresher modules.
- Timeline and rollout plan: Provide a delivery schedule — including launch, session timing, reminders, and final reporting.
- Pricing: Present a clear fee structure — per employee, per session, or flat-rate packages. Include optional add-ons like policy reviews or manager toolkits.
- Next steps: End with a clear CTA — such as scheduling the first session, confirming attendee groups, or reviewing existing materials.
How to write an effective workplace harassment training proposal
This proposal should feel trustworthy, compliant, and people-focused — especially for HR teams under scrutiny or facing time pressure.
- Lead with credibility, not fear: Emphasize risk reduction and employee trust — not just legal exposure.
- Avoid corporate buzzwords: Write in plain-smart terms that make training sound real, not sterile.
- Tailor by region and role: Customize examples and tone for different legal environments and team levels.
- Emphasize tracking: Help the client show their board or regulator exactly who completed what — and when.
- Offer depth, not bloat: Be clear about how the training engages, not just what it covers.
- Close with action: Don’t let it end passively — guide them to the first step confidently.
Frequently asked questions (FAQs)
Can I reuse this proposal for different state compliance rules?
Yes — just update the legal references and training requirements based on the state (e.g., California's SB 1343 vs. New York's NYHRL).
Should I include policy updates or just the training?
Only if that’s part of your offering. If not, note that your training aligns with most modern policies but recommend legal review if theirs is outdated.
What’s the best pricing model — per employee or flat fee?
Depends on scale. For under 100 employees, per-head often works. For larger orgs, flat tiers or site licenses may be simpler.
How detailed should tracking and certification be?
Very. Many clients want timestamped records, downloadable certs, and HR audit trails. If you can provide that, lead with it.
Is this a legally binding agreement?
No — this proposal outlines your scope and pricing. A separate service agreement or contract should follow approval.
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.