Corporate pilot · renewal planning

A working proposal for what comes next.

Use this editable template to review a completed pilot and discuss a possible next cycle. It is a starting point for a conversation, not an assumption that either party will renew.

Editable working draft

Build the proposal from confirmed details.

Replace every bracketed field with information the organization has confirmed and approved for sharing. Keep personal and clinical details out of the proposal; use only verified, privacy-aware organizational learning.

01 · Editable section

Prior-cycle scope

Summarize only the scope and participation details that were agreed and confirmed.

02 · Editable section

Confirmed learnings

Include only verified observations with clear context and permission to share.

03 · Editable section

Next-cycle priorities

Name the questions or areas the organization would like to explore; do not promise results.

04 · Editable section

Proposed deliverables

Describe possible activities and materials for discussion, including participation boundaries.

05 · Editable section

Timing

Use proposed dates only; timing remains subject to discussion and confirmation.

06 · Editable section

Fees

Keep all amounts and payment terms as placeholders until they are confirmed for this organization.

Copy-ready proposal

Review the full draft

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Proposal text for manual copy

A working proposal for what comes next.

Working draft for discussion only. Scope, timing, fees, availability, and any agreement require confirmation by both parties. There is no obligation to proceed.

Prior-cycle scope

Organization: [organization name]
Pilot start: [confirmed start date]
Pilot end: [confirmed end date]
Agreed scope: [verified activities and boundaries]
Participating group: [confirmed participant group or count, if appropriate to share]
Changes from the original scope: [confirmed changes, or “none”]

Confirmed learnings

Learning theme: [verified organizational-level observation]
Source and context: [where the observation came from and who confirmed it]
Approved summary: [privacy-aware wording approved for sharing]
Open question: [what remains unknown or needs further discussion]

Next-cycle priorities

Priority: [organization-confirmed priority]
Why it matters now: [context the organization has approved for sharing]
Question to explore: [shared learning question]
What would be useful to learn: [agreed learning focus, not a promised outcome]

Proposed deliverables

Proposed activity or material: [deliverable to discuss]
Intended audience and roles: [organization-confirmed participant group]
Participation and consent: [how voluntary participation and choice will be supported]
Privacy and boundaries: [agreed scope, privacy, and non-disclosure expectations]
Items requiring confirmation: [details both parties still need to agree]

Timing

Proposed start: [proposed start date]
Duration and cadence: [proposed duration and meeting schedule]
Review point: [proposed check-in date]
Proposed close: [proposed end date]
Timing considerations: [known constraints to confirm]

Fees

Proposed renewal fee: [proposed renewal fee in USD]
Fee includes: [items included in the proposed fee]
Payment schedule: [proposed payment schedule and due dates]
Additional costs or exclusions: [confirmed details, or “none”]
Fee and terms are subject to mutual discussion and confirmation.

Safety boundary
This is educational and non-clinical. It is not therapy, diagnosis, medical care, crisis response, or emergency support. Do not send sensitive clinical details through the inquiry form.

Next step

Talk through a possible next cycle

Use the corporate-training inquiry form to discuss whether a renewal conversation is useful. Sharing this draft does not imply approval, availability, or an agreement to continue.

Discuss renewal options