Workshop facilitation proposal: Free template

Customize this free workshop facilitation proposal with Cobrief

Open this free workshop facilitation proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your facilitation style, client goals, and workshop topic. 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 strategy workshops, team development sessions, innovation sprints, or offsite facilitation. Whether you’re responding to a client brief or pitching proactively, this version gives you a structured head start and removes the guesswork.

What is a workshop facilitation proposal?

A workshop facilitation proposal outlines your plan for leading a structured, goal-driven session with a group — whether for brainstorming, planning, skill-building, or alignment. It’s typically used by facilitators, consultants, or coaches to propose the format, objectives, and outcomes of a workshop to a client.

These proposals are often shared after an exploratory call or intake conversation. They help clarify what the session will cover, how it will be run, and what deliverables or outcomes the client can expect.

A workshop facilitation proposal helps:

• Align everyone on the workshop’s purpose, structure, and logistics.
• Showcase your facilitation method and expertise.
• Build trust and confidence with clear communication and planning.
• Speed up decision-making by reducing ambiguity.

If you’re leading a live session and want to present a professional, structured offer, this is the right format to use.

Why use Cobrief to edit your proposal

Instead of formatting in Word or sending a generic PDF, use Cobrief to create a clear, editable, and AI-supported proposal in minutes.

• Edit the proposal directly in your browser: No setup or formatting issues — just click and customize.
• Rewrite sections with AI: Shorten, expand, simplify, or adjust tone to better suit your client and session style.
• Run a one-click AI review: Spot vague descriptions, unclear goals, or opportunities to strengthen your copy.
• Apply AI suggestions instantly: Approve changes one-by-one or apply all improvements in one click.
• Share or export instantly: Send a live link or download a clean, professionally formatted PDF or DOCX file.

Cobrief makes it easy to deliver workshop proposals that are clear, engaging, and ready to approve.

When to use this proposal

This workshop facilitation proposal is a great fit for:

• Proposing a strategic planning workshop for executives or teams.
• Leading a brainstorming or design sprint session.
• Facilitating a team alignment, feedback, or communication workshop.
• Offering a leadership, DEI, or skills-based group training session.
• Running workshops as part of a broader consulting engagement.

Use this template when you want to formalize a session, secure buy-in, or clarify what your facilitation includes.

What to include in a workshop facilitation proposal

This proposal is structured to walk the client through your offer clearly and professionally. Here's how to use each section:

• Executive summary: Introduce the workshop and its purpose — who it’s for, what it will achieve, and why now. Focus on the outcome, not just the format (e.g., “Help the leadership team align on 2025 strategy priorities”).
• Workshop objectives: Outline what participants will walk away with — clarity, decisions, action plans, or new skills.
• Session format: Describe the structure — duration, in-person or virtual, number of sessions or breaks, participant count, and delivery tools (e.g., whiteboards, Miro, breakout groups).
• Facilitation approach: Share your method and style — how you guide conversation, encourage participation, and keep things productive.
• Agenda (optional): Include a sample or draft agenda to show how the session might flow — even if it’s subject to change.
• About you: Introduce your background, relevant experience, and past facilitation work. Keep it outcome-focused.
• Pricing: Clearly list your fee — whether per session, per day, or for a package. Include any extras (e.g., prep calls, post-session summaries).
• Terms and conditions: Include payment terms, cancellation policy, what’s included (e.g., materials, prep), and what’s not.
• Next steps: Suggest one clear action — e.g., “Reply to confirm the session,” or “Schedule a prep call.”

How to write an effective workshop facilitation proposal

Great facilitation proposals are clear, confident, and client-focused. Use these tips to strengthen yours:

• Focus on the outcome: Clients are hiring clarity, momentum, or alignment — not just a session. Write with that in mind.
• Keep it simple and skimmable: Decision-makers may read fast — use short sections, bullets, and plain-smart language.
• Match their tone: If the client is corporate, keep it professional. If they’re a startup, you can be a bit more casual.
• Show structure without being rigid: Include an agenda if helpful, but make it clear you’ll adapt based on needs.
• Be transparent with pricing and scope: Avoid scope creep by clearly stating what’s included.
• End with confidence: Always include a next step so it’s easy to move forward.

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.