Letter of Intent Sample for Trainer Position

LETTER OF INTENT (LOI): PROFESSIONAL TRAINING SERVICES

Document Control

• Effective Date: [Date]
• Version: 1.0
• Jurisdiction: [State/Country]
• Scope: Independent Contractor Training Engagement

1. LEGAL DISCLAIMER

This document constitutes a non-binding expression of intent between the parties, except for the provisions regarding Confidentiality, Non-Solicitation, and Governing Law, which are intended to be legally binding upon signature. This template is provided for informational purposes and does not constitute formal legal advice. Counsel review is recommended prior to execution.

2. PARTIES & IDENTIFICATION

This Letter of Intent ("LOI") is entered into by and between:

• Company: [Company Full Legal Name], located at [Company Address] ("Company").
• Trainer: [Trainer Full Legal Name], located at [Trainer Address] ("Trainer").

3. OPERATIVE TERMS

I. SCOPE OF SERVICES Trainer shall provide professional training services related to [Subject Matter/Course Title]. Specific deliverables, curriculum materials, and performance benchmarks shall be defined in a subsequent Statement of Work (SOW).

II. ENGAGEMENT TERM The engagement shall commence on [Start Date] and terminate on [End Date] unless terminated earlier pursuant to the terms of the final Master Services Agreement (MSA).

III. COMPENSATION Company shall compensate Trainer at a rate of [Amount] per [Hour/Day/Project], payable within [Number] days upon receipt of a valid invoice, subject to [Tax Withholding/1099 Status] requirements.

IV. CONFIDENTIALITY Trainer acknowledges that during this engagement, they may have access to proprietary trade secrets, curriculum, and internal data. Trainer agrees to keep all such information strictly confidential and shall not disclose or use said information for any purpose other than the performance of services herein.

V. INTELLECTUAL PROPERTY All training materials created specifically for the Company under this engagement shall be deemed "work-made-for-hire," and all rights, title, and interest shall vest exclusively with the Company.

VI. INDEPENDENT CONTRACTOR STATUS Trainer acknowledges they are an independent contractor, not an employee, and shall be solely responsible for all federal, state, and local taxes, insurance, and benefits.

4. SIGNATURES & ACKNOWLEDGMENT

IN WITNESS WHEREOF, the parties have executed this Letter of Intent as of the date first written above.

FOR THE COMPANY:

[Printed Name]
[Title]
Date: [Date]

FOR THE TRAINER:

[Printed Name]
Date: [Date]

5. EXECUTION & ENFORCEMENT GUIDE

1. Draft the SOW: Upon signing this LOI, immediately attach a detailed Statement of Work (SOW) defining specific session dates, attendee counts, and intellectual property transfer requirements.
2. Verify Compliance: Ensure the Trainer provides a W-9 (or local equivalent tax documentation) and evidence of professional liability insurance before the first day of training.
3. Formalize MSA: Transition the obligations under Section 3 into a long-form Master Services Agreement (MSA) within 30 days to ensure robust protection regarding indemnification and dispute resolution.
4. Audit Deliverables: Require the Trainer to submit all digital source files for training materials upon project completion to verify the IP transfer stipulated in Clause V.