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So……..
You’ve Been
Tasked With
Selecting
An LMS?
Christopher Duffy, CISSP
Perspective
Top 10 Fears
• Death
• Speaking
• Flying
• Enclosed Spaces
• Rejection
• Heights
• Dark
• Bridges
• Spiders
Goals
• Clarity on LMS Role
• Time Frame
• Budget
• Commitment
Transparent
• Process
• Structure
• Updates
• Demonstration
• Selection
For Success
Team Leader
Task Force
External Consulting
Solid Structure
Fixed Process
Open Demonstrations*
Leader /Facilitator
• Technology
Focused?
• Strong
Communicator
• Project
Management
Experience
• Vendor Neutral AS
possible
EMPOWERED
PROGRAMMERS
Instr. Design ADMINISTRATION
SUPPORT
STUDENTS
FACULTYTECHNOLOGY
ERP ADMINS
Team
• Primary Stakeholders
• Size of Team
– 33:1 = TIE
• Ensure Depth of Team
– Academic
– Technology
– Business Office
– Students
• Vested Interest?
External Expertise
• Brings Depth of Industry Experience
• Provides Mediation
• Ensure Structure
• Shortens Timeline
• Foundation for ENTIRE Selection Process
– RFP Sections /Chapters Used for Scoring
– Used for Building Demo Scores
– Guide for Vendors
– Score Sheets for Participants
Structure
• Set Realistic Timeframes
– Response to RFP
– Clarification on RFP
– Proposal Deadlines
– Submissions by Vendors
– Task Force Reviews
– Demonstrations
– Final Selection
– Contract Negotiations
Schedule of Events
Meetings
• Build The Requirements
• Set the Structure
• Weigh the RFP
• Take Meeting Minutes
• Create Repository
– Online!
• Share with Institution
RFP & Structure
• Give Background
– Institution
– Student Demographics
– What Brought You here
• Keep it Concise
• Easy to Make Complex
• Great Vendor Response= Your Success
RFP
• Build Sections / Chapters
• Weight Each Section
• Request Digital & Paper
• Have All Sent to CFO
• Include All Attachments
– Price Eval Form
– LMS Demo Eval Form
RFP Sections
• Overview & Statement
• Schedule
• Vendor Qualifications
• Review & Evaluation
• RFP Requirements
• Instructions
• Disclaimer
Demonstration
• Open Up To All (RSVP)
• Anyone can Vote
– Must Attend ALL Demos
• 2 Hours is Not Enough
• Add Q&A After Formal
• No Trinkets & Trash!
Pricing
• Don’t Open!
• Go Out 3 5 & 6 Year TCO
• Request Breakdown:
– By Module
– Support Options
– Training
– Mobile
– Integration
CONTRACT NEGOTIATIONS
Before You Sign
• Get Legal Involved
• Contract= RFP SLA
• Penalties?
• You Own the DATA!
• Exit Strategy
• DON’T BACK DOWN!
Pitfalls
• Pricing
• Caught up In Bias
• Schedule Ample Demo Time
• Round 2?
• Politics
• Stick to Process!
• Wont Get Financial Statements for All
• Supplied References are Worthless!*
• Close the Loop with ALL Vendors
• Feedback is Important
• Revisit in 3-5 years
When Work Tasks You With Selecting
an LMS
Christopher Duffy, CISSP

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How to Select a Learning Management Platform (LMS)