simple training proposal template

One Response

1. Usual headings

   Hi Joseph,

   I usually include information under the following headings:

   1. Introduction – Essentially why the proposal is being sent
   2. Background – How the request/proposal came about
   3. Our understanding of the scope of the project – What we understand we have been asked to do i.e. what’s in and out of scope
   4. The Proposed Solution – What (in broad terms) we will do to meet the identified need (I often include course outlines under this heading)
   5. Approach and Output – what we will do (activities) and what the deliverables (e.g. materials) will be
   6. Fees – days and fees associated with the output, including terms and conditions, cancellation etc
   7. Timescales – when we would need to start in order to meet the timescales specified, inc any interim points (milestones)
   8. Assumptions and Pre-requisites – What we reasonably expect from the client to enable us to deliver
   9. Benefits – Sumary of the benefits of us undertaking the work

   I hope this is useful.

   Sheridan Webb

   Keystone Development – For bespoke training design