This section captures your professional background and qualifications to ensure you have the expertise needed to deliver a high-quality learning experience. Please provide accurate and detailed information to support your proposal.
Full Name
Employee ID
Primary Department
Engineering
Sales & Business Development
Marketing & Communications
Human Resources
Finance & Accounting
Operations
Customer Success
Information Technology
Legal & Compliance
Product Management
Research & Development
Other
Current Role/Job Title
Tenure at Company (in years)
Direct Manager Name
Work Email Address
Phone Number
Preferred Contact Method
Phone
Instant Message (Teams/Slack)
In-person
Describe your primary area of expertise related to this workshop topic
Total years of professional experience in this subject area
Relevant certifications, qualifications, or formal education
Have you delivered training, workshops, or formal presentations on this topic before?
How is your expertise recognized internally? (Select all that apply)
Peer endorsement/recommendation
Formal manager nomination
Led relevant projects/initiatives
Published internal knowledge articles
Mentoring others in this area
Received internal awards/recognition
None yet - this is a new area
Do you have external recognition for this expertise (e.g., industry awards, speaking engagements, publications)?
Can you provide work samples, case studies, or a portfolio demonstrating your expertise?
How many hours can you commit to preparing and developing this workshop?
Less than 5 hours
5-10 hours
10-20 hours
20-30 hours
30+ hours
Have you identified a backup host or co-facilitator in case of emergency?
Will you have additional co-facilitators or subject matter experts supporting this session?
Clearly define your workshop topic and what participants will learn. This section helps L&D understand the value and impact of your proposed session. Be specific and outcome-focused.
Proposed Workshop Title
Workshop Category
Technical Skills (e.g., coding, data analysis)
Leadership & Management
Communication & Presentation
Innovation & Design Thinking
Business Strategy & Operations
Compliance & Ethics
Personal & Professional Development
Industry-Specific Knowledge
Other
Workshop Description (elevator pitch)
Primary Learning Objective (main takeaway)
Secondary Learning Objective 2
Additional Learning Objective 3
Additional Learning Objective 4 (if applicable)
How does this workshop align with organizational goals? (Select all that apply)
Workforce upskilling/reskilling
Leadership pipeline development
Digital transformation initiatives
Fostering innovation culture
Enhancing cross-functional collaboration
Improving employee engagement
Supporting diversity & inclusion
Driving operational excellence
Addressing skill gaps identified in performance reviews
Does this workshop introduce a novel or innovative approach to learning?
Has this workshop or a similar version been delivered internally before?
Detailed Content Outline (module by module)
Key concepts, theories, or frameworks to be covered
Will you include practical case studies or real-world examples?
How will you assess learning outcomes?
Pre and post-workshop knowledge assessment
Practical demonstration of skills
Capstone project or assignment
Peer review and feedback
Self-assessment reflection
No formal assessment - informal feedback only
Certificate based on attendance
Will you provide follow-up resources or post-session support?
Define who will benefit most from this workshop and what they need to know beforehand. This ensures the right participants attend and can fully engage with the content.
Target Departments (Select all that apply)
All departments company-wide
Engineering & Product Development
Sales & Business Development
Marketing & Communications
Human Resources
Finance & Accounting
Operations & Supply Chain
Customer Success & Support
Information Technology
Legal & Compliance
Executive Leadership
Specific departments only
Target Job Levels/Roles (Select all that apply)
Entry-level positions (0-2 years)
Individual Contributors
Senior Individual Contributors
Team Leads & Supervisors
Managers
Senior Managers
Directors
VPs & Executives
All levels welcome
Expected minimum number of participants
Expected maximum number of participants
Are there specific prerequisites participants must meet?
Will you require pre-work or pre-reading?
Do participants need manager approval to attend?
Is cross-departmental coordination or approval required?
Diversity & Inclusion Considerations (Select all that apply)
Suitable for all backgrounds and identities
Cultural sensitivity content included
Accessibility accommodations available
Neurodiversity-friendly format
Language support for non-native speakers
Gender-specific considerations
No special considerations identified
Will this be a cohort-based program with selective application?
Detail how you will deliver the workshop and engage participants. The format and interactive elements are critical for effective learning and participant satisfaction.
Preferred Delivery Format
In-person only
Virtual only (online)
Hybrid (in-person + virtual)
Flexible - can adapt based on needs
Session Duration
1 hour
2 hours
Half day (3-4 hours)
Full day (6-8 hours)
Multi-day workshop
Multi-session series (weeks/months)
Preferred Time of Day
Morning (9:00 AM - 12:00 PM)
Afternoon (1:00 PM - 5:00 PM)
Evening (after 5:00 PM)
Flexible - can work with L&D schedule
Preferred Day(s) of Week (Select all that apply)
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Flexible
Interactive Elements & Activities Planned (Select all that apply)
Live polls and quizzes
Breakout rooms/small group discussions
Hands-on labs or exercises
Role-playing scenarios
Gamification elements
Q&A sessions throughout
Peer-to-peer teaching
Case study analysis
Live demonstrations
Group projects
Storytelling sessions
Reflection exercises
Describe your engagement strategy and how you'll maintain energy throughout the session
Accessibility Features & Accommodations (Select all that apply)
Closed captioning/subtitles available
Screen reader compatible materials
Materials provided in advance
Multiple learning formats (visual, auditory, kinesthetic)
Scheduled breaks every 60-90 minutes
Adjustable pace based on participant needs
Sign language interpreter available upon request
No specific accommodations identified
Do you plan to record the session for future distribution?
Participant Materials to be Provided (Select all that apply)
Slide deck/PDF handout
Workbook or worksheets
Templates or tools
Reference reading materials
Certificate of completion
Digital badge/credential
Recording of session
No materials provided
Outline the resources you need and how you'll measure success. This information enables L&D to provide appropriate support and justify the investment in your workshop.
Do you require a budget for this workshop?
Does your budget require approval?
Will you engage external speakers, facilitators, or vendors?
Venue/Space Requirements
No special venue needed - use existing meeting rooms
Small meeting room (10-20 people)
Medium conference room (20-50 people)
Large training room (50+ people)
External venue or off-site location
Virtual only - no physical space
Hybrid setup with specialized room
Technology & Equipment Needs (Select all that apply)
Projector and screen
Audio system/speakers
Wireless microphones
Laptop or devices for participants
High-speed internet connection
Specialized software licenses
VR/AR equipment
Recording/streaming equipment
Whiteboards or flip charts
No special technology needed
Materials & Supplies Needed (Select all that apply)
Printed handouts and workbooks
Whiteboard markers and supplies
Flip chart paper
Name tags and table tents
Refreshments or catering
Stationery kits for activities
Props or materials for exercises
Prizes or incentives
No materials needed
L&D Support Needed (Select all that apply)
Instructional design and content review
Technical setup and platform management
Marketing and promotion to target audience
Registration and attendee management
Pre and post-session evaluation
Facilitator training/coaching
Budget management and procurement
No support needed - I can manage independently
How important are the following success metrics for this workshop?
Not Important | Somewhat Important | Important | Very Important | Critical | |
|---|---|---|---|---|---|
Participant attendance rate | |||||
Participant satisfaction (NPS) | |||||
Knowledge gain (pre/post assessment) | |||||
Behavioral change (3-month follow-up) | |||||
Business impact metrics | |||||
Peer feedback quality | |||||
Manager feedback on application |
Have you identified any potential risks or challenges?
Backup plan if the session cannot proceed as planned (e.g., host illness, tech failure)
Additional comments, questions, or special support needed from L&D
Host Signature - By signing, you confirm all information is accurate and you agree to collaborate with L&D to deliver a successful workshop