LMS Selection
LMS Selection Mastering the Process, Avoiding the Pitfalls
Webinar series
produced by Tagoras
Agenda • About Tagoras and Web Courseworks • Definition of LMS and recent developments • Common pitfalls • 7-step process • Questions
Who Tagoras Is • Combined 30+ years in education and technology • Extensive association experience • Association-focused reports • • •
Association Learning + Technology Association Virtual Events The Speaker Report
• Co-founders of the Leading Learning Symposium and Learning • Technology • Design
Jeff Cobb & Celisa Steele
About Web Courseworks Enterprise Association Learning Management System
Innovative eLearning Creation
ELECTRONIC THEATRE CONTROLS
LMS noun : acronym for learning management system; software application or Web-based technology used to administer and deliver learning activities.
What Is an LMS? Standard/Traditional ! Enroll learners ! Launch courses ! Track learning activity and completion ! Test learners (basic) ! Generate reports
Optional/Add-on ! Content authoring ! Webinar/Webcast capabilities ! Classroom management ! Collaboration and social tools ! Sophisticated assessment ! Credit and certification management ! Competency management ! E-commerce ! Integration (e.g., with AMS)
Association LMS Usage
Report http://www.tagoras.com/ catalog/associationlearning-technology/
Recent LMS Developments • • • • • • •
Lower-cost options Move towards hosted solutions Better integration and interoperability Support for richer experiences Improvements in reporting More association focus More sophisticated and complex
Pitfalls to Avoid 1. The LMS doesn’t support key administrative processes. 2. The LMS doesn’t fully support the necessary sales models. 3. The LMS doesn’t integrate well with other key systems.
Pitfalls to Avoid in LMS Selection 4. The LMS doesn’t support marketing effectively.
5. Content can’t be gotten out of (or into) the LMS easily. 6. Support for anything other than on-demand training is limited. 7. The LMS doesn’t easily support use by chapters, components, etc. 8. The usability is not what it could be.
Pitfall 1 Poor Integration with Other Key Systems
Poor Integration with Other Systems • Systems to integrate ! Main member/customer database (e.g., AMS) ! Other secondary systems o Webinar platform o Event management system o Online communities
Poor Integration with Other Systems • Points of integration ! Single sign-on (SSO) ! E-commerce ! Learner activity data
Poor Integration with Other Systems • Approaches to integration ! Phases ! Support and maintenance
Pitfall 2 Poor Support for Effective Marketing
Poor Support for Effective Marketing • Types of marketing support to consider • E-mail communication with learners • Suggestive selling and recommendations based on hardcoded relationships or more fluid algorithms • User ratings and comments • Ability to preview or sample learning content prior to authentication and/or purchase
Poor Support for Effective Marketing • Ties to integration • Other systems needed for marketing • Federated search
Pitfall 3 Poor Support for Key Administrative Processes
Poor Support for Admin Processes • Typical areas worth probing ! ! ! !
Continuing education credit Reporting Assessments and evaluations Importing and/or authoring content
Poor Support for Admin Processes • A must-have in the LMS? ! Constellation of platforms instead? ! Ties to integration
5 More Pitfalls to Avoid 1. The LMS doesn’t fully support the necessary sales or e-commerce models. 2. Content can’t be gotten out of (or into) the LMS easily. 3. Support for anything beyond on-demand training is limited. 4. The LMS doesn’t easily support use by chapters, components, etc. 5. The usability isn’t great.
7-Step Process 1. Identify and clarify objectives. 2. Identify needs and requirements. 3. Pre-vet and shortlist vendors. 4. Develop and issue RFP. 5. Review and score responses. 6. Engage in demonstrations. 7. Select and negotiate.
1. Identify and Clarify Objectives
Organizational Educational Business Learning
LMS
Deeper Ongoing Engagement Longitudinal Diverse Range of Options Total Career Path
Multiple Formats Competencies
2. Identify Needs and Requirements • Remember your objectives • Think in terms of scenarios and use cases • Categorize and prioritize
LMS Objectives Requirements
Requirements Spreadsheet
Tagoras Tech Selector™ © 2013-2016
3. Pre-Vet and Shortlist Vendors • Take advantage of demos, white papers, and Webinars • Look for association examples • Tap into peer knowledge • Use requirements to winnow out systems that aren’t good fits • Visit tagoras.com/resources
4. Develop and Issue RFP • RFP components ! Narrative (organizational overview, situation, objectives, timeline, contact) ! Requirements sheet ! Company and platform background ! Costs (licensing, implementation, training, support) ! 3 to 5 references
• Request cover letter as part of response
Requirements Spreadsheet
Tagoras Tech Selecter™ © 2013-2016
4. Develop and Issue RFP • RFP components ! Narrative (organizational overview, situation, objectives, timeline, contact) ! Requirements sheet ! Company and platform background ! Costs (licensing, implementation, training, support) ! 3 to 5 references
• Request cover letter as part of response
5. Review and Score Responses • Review separately, then together. • Rank based on each vendor’s ability to meet objectives. • Consider risks associated with each vendor. • Score based on priorities and vendor’s capabilities. • Consider future and present needs.
6. Demos • Create a structured, but flexible “script” ! Rely on scenarios and use cases ! Focus on most critical and complex needs ! Send script well in advance
• Leave ample Q&A time • 2 to 3 hours per vendor for round-one demos • Narrow field and follow up as needed to clarify key areas
For cross-functional review team Tagoras Tech Selector™ © 2013-2016
7. Selection and Negotiation • Has the vendor clearly heard you? • Have all major requirements and use cases been addressed? • Are there solutions or work-arounds for any key gaps? • Does this solution meet your specific and general objectives?
7-Step Process 1. Identify or clarify objectives 2. Identify needs and requirements 3. Pre-vet and shortlist vendors 4. Develop and issue RFP 5. Review and score responses 6. Engage in demonstrations 7. Select and negotiate
Leading Learning Webinars • March 10: Designing and Facilitating Social Learning • April 7: Amplifying Brand and Value • www.tagoras.com/webinars
Newsletter • www.tagoras.com/ resources/newsletters
May 18-19, 2016 • Arlington, VA • ltd.leadinglearning.com
Use “lms” by end of day Monday n a r o f ) 6 1 / 2 2 (2/ 5 additional $12 off. May 18-19, 2016 • Arlington, VA • ltd.leadinglearning.com
Contact Us Tagoras
Web Courseworks
Celisa Steele
Elizabeth Miller
[email protected]
[email protected]
Jeff Cobb
608.828.4521
[email protected]
@webcourseworks
800.867.2046
webcourseworks.com
@tagoras tagoras.com
Webinar series
produced by Tagoras
Agenda • About Tagoras and Web Courseworks • Definition of LMS and recent developments • Common pitfalls • 7-step process • Questions
Who Tagoras Is • Combined 30+ years in education and technology • Extensive association experience • Association-focused reports • • •
Association Learning + Technology Association Virtual Events The Speaker Report
• Co-founders of the Leading Learning Symposium and Learning • Technology • Design
Jeff Cobb & Celisa Steele
About Web Courseworks Enterprise Association Learning Management System
Innovative eLearning Creation
ELECTRONIC THEATRE CONTROLS
LMS noun : acronym for learning management system; software application or Web-based technology used to administer and deliver learning activities.
What Is an LMS? Standard/Traditional ! Enroll learners ! Launch courses ! Track learning activity and completion ! Test learners (basic) ! Generate reports
Optional/Add-on ! Content authoring ! Webinar/Webcast capabilities ! Classroom management ! Collaboration and social tools ! Sophisticated assessment ! Credit and certification management ! Competency management ! E-commerce ! Integration (e.g., with AMS)
Association LMS Usage
Report http://www.tagoras.com/ catalog/associationlearning-technology/
Recent LMS Developments • • • • • • •
Lower-cost options Move towards hosted solutions Better integration and interoperability Support for richer experiences Improvements in reporting More association focus More sophisticated and complex
Pitfalls to Avoid 1. The LMS doesn’t support key administrative processes. 2. The LMS doesn’t fully support the necessary sales models. 3. The LMS doesn’t integrate well with other key systems.
Pitfalls to Avoid in LMS Selection 4. The LMS doesn’t support marketing effectively.
5. Content can’t be gotten out of (or into) the LMS easily. 6. Support for anything other than on-demand training is limited. 7. The LMS doesn’t easily support use by chapters, components, etc. 8. The usability is not what it could be.
Pitfall 1 Poor Integration with Other Key Systems
Poor Integration with Other Systems • Systems to integrate ! Main member/customer database (e.g., AMS) ! Other secondary systems o Webinar platform o Event management system o Online communities
Poor Integration with Other Systems • Points of integration ! Single sign-on (SSO) ! E-commerce ! Learner activity data
Poor Integration with Other Systems • Approaches to integration ! Phases ! Support and maintenance
Pitfall 2 Poor Support for Effective Marketing
Poor Support for Effective Marketing • Types of marketing support to consider • E-mail communication with learners • Suggestive selling and recommendations based on hardcoded relationships or more fluid algorithms • User ratings and comments • Ability to preview or sample learning content prior to authentication and/or purchase
Poor Support for Effective Marketing • Ties to integration • Other systems needed for marketing • Federated search
Pitfall 3 Poor Support for Key Administrative Processes
Poor Support for Admin Processes • Typical areas worth probing ! ! ! !
Continuing education credit Reporting Assessments and evaluations Importing and/or authoring content
Poor Support for Admin Processes • A must-have in the LMS? ! Constellation of platforms instead? ! Ties to integration
5 More Pitfalls to Avoid 1. The LMS doesn’t fully support the necessary sales or e-commerce models. 2. Content can’t be gotten out of (or into) the LMS easily. 3. Support for anything beyond on-demand training is limited. 4. The LMS doesn’t easily support use by chapters, components, etc. 5. The usability isn’t great.
7-Step Process 1. Identify and clarify objectives. 2. Identify needs and requirements. 3. Pre-vet and shortlist vendors. 4. Develop and issue RFP. 5. Review and score responses. 6. Engage in demonstrations. 7. Select and negotiate.
1. Identify and Clarify Objectives
Organizational Educational Business Learning
LMS
Deeper Ongoing Engagement Longitudinal Diverse Range of Options Total Career Path
Multiple Formats Competencies
2. Identify Needs and Requirements • Remember your objectives • Think in terms of scenarios and use cases • Categorize and prioritize
LMS Objectives Requirements
Requirements Spreadsheet
Tagoras Tech Selector™ © 2013-2016
3. Pre-Vet and Shortlist Vendors • Take advantage of demos, white papers, and Webinars • Look for association examples • Tap into peer knowledge • Use requirements to winnow out systems that aren’t good fits • Visit tagoras.com/resources
4. Develop and Issue RFP • RFP components ! Narrative (organizational overview, situation, objectives, timeline, contact) ! Requirements sheet ! Company and platform background ! Costs (licensing, implementation, training, support) ! 3 to 5 references
• Request cover letter as part of response
Requirements Spreadsheet
Tagoras Tech Selecter™ © 2013-2016
4. Develop and Issue RFP • RFP components ! Narrative (organizational overview, situation, objectives, timeline, contact) ! Requirements sheet ! Company and platform background ! Costs (licensing, implementation, training, support) ! 3 to 5 references
• Request cover letter as part of response
5. Review and Score Responses • Review separately, then together. • Rank based on each vendor’s ability to meet objectives. • Consider risks associated with each vendor. • Score based on priorities and vendor’s capabilities. • Consider future and present needs.
6. Demos • Create a structured, but flexible “script” ! Rely on scenarios and use cases ! Focus on most critical and complex needs ! Send script well in advance
• Leave ample Q&A time • 2 to 3 hours per vendor for round-one demos • Narrow field and follow up as needed to clarify key areas
For cross-functional review team Tagoras Tech Selector™ © 2013-2016
7. Selection and Negotiation • Has the vendor clearly heard you? • Have all major requirements and use cases been addressed? • Are there solutions or work-arounds for any key gaps? • Does this solution meet your specific and general objectives?
7-Step Process 1. Identify or clarify objectives 2. Identify needs and requirements 3. Pre-vet and shortlist vendors 4. Develop and issue RFP 5. Review and score responses 6. Engage in demonstrations 7. Select and negotiate
Leading Learning Webinars • March 10: Designing and Facilitating Social Learning • April 7: Amplifying Brand and Value • www.tagoras.com/webinars
Newsletter • www.tagoras.com/ resources/newsletters
May 18-19, 2016 • Arlington, VA • ltd.leadinglearning.com
Use “lms” by end of day Monday n a r o f ) 6 1 / 2 2 (2/ 5 additional $12 off. May 18-19, 2016 • Arlington, VA • ltd.leadinglearning.com
Contact Us Tagoras
Web Courseworks
Celisa Steele
Elizabeth Miller
[email protected]
[email protected]
Jeff Cobb
608.828.4521
[email protected]
@webcourseworks
800.867.2046
webcourseworks.com
@tagoras tagoras.com
