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Thank you for asking [Company Name] to design a workshop for your leadership team. This proposal covers the goals, how we'll tailor the session, a sample agenda, and three options to choose from.
The Brief
[Describe the group and the focus, for example: 14 first-time managers in the operations team, who need to give clearer feedback, delegate more, and run better one-on-ones.]
By the end of the workshop, each participant will have:
- Practiced the skills on real situations from their own work
- A short personal plan for the next 30 days
- A shared language the team can use with each other
How It Works
Before. A 10-minute survey for participants and two design calls with you, so the examples and practice come from your team's real work.
On the day. Short teaching segments, practice in pairs and small groups, and time to plan. Everyone leaves with a workbook to keep.
After. A summary of the team's commitments and themes for you. With the full-day-plus option, two virtual follow-up sessions to review what people tried and what got in the way.
Sample Agenda (Full Day)
- 9:00 Welcome, goals, and what the survey showed
- 9:30 Giving feedback that gets heard, with practice
- 11:00 Delegating with clear outcomes and check-ins
- 12:30 Lunch
- 1:15 Running one-on-ones that people look forward to
- 2:45 Practice rounds on real situations
- 4:00 Personal 30-day plans and team commitments
- 4:45 Close
Options
Fees cover up to 16 participants. Larger groups can be quoted with a second facilitator.
| Pre-work survey and design calls | $1,500.00 |
| Half-day facilitation (up to 16 people) | $4,500.00 |
| Participant workbook and materials (per person) (16) | $720.00 |
| Total | $6,720.00 |
| Pre-work survey and design calls | $1,500.00 |
| Full-day facilitation (up to 16 people) | $7,500.00 |
| Participant workbook and materials (per person) (16) | $720.00 |
| Summary report with team commitments | $1,200.00 |
| Total | $10,920.00 |
| Pre-work survey and design calls | $1,500.00 |
| Full-day facilitation (up to 16 people) | $7,500.00 |
| Participant workbook and materials (per person) (16) | $720.00 |
| Summary report with team commitments | $1,200.00 |
| Follow-up sessions (90 minutes, virtual) (2) | $2,400.00 |
| Total | $13,320.00 |
Logistics
You provide the room, a screen, and catering. We bring the materials and everything else needed on the day. Travel beyond 50 miles is billed at cost, with your approval in advance.
Terms
Payment. 50% of the selected option is due on signing to reserve the date, and 50% after the workshop. Invoices are due within 15 days.
Rescheduling. You can move the date once at no charge with at least 14 days' notice. Within 14 days, 50% of the facilitation fee is due, and we'll work with you on a new date.
Materials. Workbooks and slides are for your team's own use. They remain ours and can't be reused to run the workshop without us.
Acceptance
Choose an option and sign below to accept this proposal. We'll be in touch within one business day to schedule the design calls.
How to use this template in Clientary
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