Request Training | AFC, PMI & Military Culture, Di Nola Consulting

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Section 1 Your Contact Information

So we know who we are working with and how to reach you.

Full name *

Organization or business name

Your role or title

Email address *

Phone number

City and state

Preferred way to reach you

Email Phone call Text message

Best days and times to reach you

Section 2 What Training Do You Need?

Check everything that applies. If you are not sure yet, check “not sure” and tell us the problem you are trying to solve.

Program

AFC® — Accredited Financial Counselor exam prep AFCPE Military Financial Essentials Financial readiness or personal finance workshop PMI — PMP® exam prep PMI — CAPM® exam prep PMI — building a strong PMP®/CAPM® application Project management fundamentals, no exam Military culture and lingo for civilian teams Translating military experience for hiring and résumés Practical AI for working professionals Lean Six Sigma or process improvement Leadership and team development Custom curriculum, described below Not sure yet, help me decide

What is the problem you are trying to solve with this training? * What is happening now that made you go looking for a trainer?

If you checked custom or not sure, describe what you have in mind

Section 3 About Your Organization

What kind of organization are you?

Employer or private company Nonprofit Military installation or unit Federal, state, or local agency College or university Professional association or chapter Veteran or military spouse organization Other

In a sentence or two, what does your organization do?

Do your learners include Veterans, Service Members, Military Spouses, or Military Families?

Yes, most of them Yes, some of them No Not sure

Section 4 Who Is In The Room

The more precisely we know the audience, the less generic the training is.

How many participants?

What are their roles or job titles?

Where are they starting from?

Brand new to the subject Some exposure, no formal training Experienced, want to formalize and certify Mixed levels in one room

Are participants sitting for the actual exam or credential?

Yes, they intend to test Some will, some will not No, this is knowledge only Not sure yet

Do they need PDUs, CEUs, or CE credit?

Yes No Not sure

If yes, how many hours?

Is attendance required or voluntary?

Required Voluntary Mixed

Accessibility or language needs Captions, ASL interpretation, Section 508 compliant materials, large print, or translation.

Section 5 Format, Dates & Location

How should it be delivered?

In person Virtual, live Hybrid, some in person and some remote Self-paced with live check-ins Not sure, advise me

If in person, where? City, state, and venue if you know it.

If virtual, what platform?

How long is the training?

A single session under two hours Half day Full day Two consecutive days Three or more consecutive days A weekly series over several weeks Not sure, advise me

Total contact hours, if you know

Time zone

Preferred date or dates *

Alternate dates that would also work

How firm are those dates?

Locked in, cannot move Mostly firm Flexible, we will work around you

Is anything driving the timeline? Fiscal year end, a hiring cycle, an exam window, a conference date.

Section 6 Outcomes & Content

When the training is over, what should participants be able to DO? * Three or four concrete outcomes beats a long wish list.

Topics that must be covered

Topics to skip, or that they have already had

Is pre-work acceptable?

Yes, participants will do pre-work A little, keep it short No, everything has to happen in the session

What should participants leave with?

Printed or digital workbook Slide deck Job aids or quick reference cards Certificate of completion Assessment or quiz results A study plan for the exam Recording of the session Follow-up coaching or office hours

Do you need a post-training evaluation or report?

Yes, a participant survey Yes, a written report for leadership Both No

Section 7 Materials & Branding

Who provides participant materials?

You provide everything We print what you send We already have materials to use Not sure

Who covers exam fees, vouchers, or required textbooks?

Our organization covers them Participants cover them We need these included in your quote Not applicable Not sure

Whose branding goes on the materials?

Di Nola Consulting branding is fine Co-branded with our logo Our branding only No preference

Words, phrases, or terminology we should use, or avoid Your internal job titles, program names, acronyms, or terms that are wrong for your field.

Upload an RFP, statement of work, existing curriculum, or your logo

Section 8 Funding, Contracting & Paperwork

This section saves everyone a week of email. Answer what you know and leave the rest blank.

Where is the funding coming from?

Organization or department budget Grant funding DoD, VA, or other federal funding Tuition or training assistance Participants or attendees pay Sponsorship Not funded yet, still building the case Not sure

Is this a paid engagement?

Yes, paid Reduced rate, we are a nonprofit Pro bono or volunteer Not sure yet

What do you need from us to move forward?

A simple quote by email A formal written proposal A statement of work or SOW A signed agreement or contract Just a conversation for now

Do you need any of these from us? Check anything your organization requires before it can pay an outside provider.

W-9 Certificate of Insurance (COI) SAM.gov registration and CAGE code Signed speaker or vendor agreement Background check or fingerprinting Non-disclosure agreement Vendor portal registration None that I know of

Payment terms

When do you need the quote or proposal by?

Who handles contracts and payment? Name and email, if that is not you.

Anything else about your purchasing or approval process Approval chain, board vote, fiscal year end, purchase order lead time.

Section 9 Budget

What budget range are you working within?

Under $1,500 $1,500 to $3,500 $3,500 to $7,500 $7,500 to $15,000 Over $15,000 Not sure, please quote it

If in person, is travel covered separately?

Yes, travel is covered on top of the fee No, include travel in the total No travel needed Not sure

Section 10 Anything Else

Share anything else that would help us design the right training.

Attach anything useful An RFP, agenda, flyer, past materials, org chart, or your logo. Several files at once is fine.

Or paste a link to a shared folder Google Drive, Dropbox, or OneDrive. Set it to “anyone with the link can view”.

Is there anything else you may need from Di Nola Consulting? Checking a box here does not commit you to anything. It just tells us what else to bring to the conversation.

A website or web presence Training or certification prep A speaker or facilitator Business or program consulting Resource navigation for military-connected people Not right now

How did you hear about Di Nola Consulting?

Your request goes straight to info@dinolaconsulting.com. We read every one and reply within two business days.

Training & Certification Prep