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Best Practices for
LMS Selection and
Implementation
August 16, 2011
Agenda

Topic                                                  Timing
Introduction                                           10 minutes
Value Proposition                                      5 minutes
Best Practices – Vendor Selection                      15 minutes
Best Practices – Implementation                        10 minutes
Q&A                                                    10 minutes




                       Richardsonconsultinggroup.com                 2
Introduction/In-Room Survey




          Richardsonconsultinggroup.com   3
LMS Vendor List                Rate Your Satisfaction
Blackboard
                               with Your Current LMS
Cornerstone
ElementK                       Scale
GeoLearning                    1-Completely Dissatisfied
Moodle                         2-Somewhat Dissatisfied
Oracle/Peoplesoft LMS          3-Neutral
OutStart                       4-Somewhat Satisfied
Saba                           5-Completely Satisfied
Skillsoft Skillport
Solo
SuccessFactors
SumTotal

                        Richardsonconsultinggroup.com      4
LMS Satisfaction Survey - Highlights
5

4      3.87          3.83             3.67
                                                               3.09
3                                                                            2.83

2

1

0
      Oveall        Cost          User                      HR System      Employee
    Satisfaction                Experience                  Integration      Portal
                                                                          Integration



                            Richardsonconsultinggroup.com                               5
Value Proposition




     Richardsonconsultinggroup.com   6
Value Proposition


           Business Value                                          Operational Value

• Achieve Tangible Results from                    • Improve Compliance
  Learning Investment                              • Improve User Experience (Learning
• Control and Monitor Training Activity                Portal)
• Reduce Costs (Administration,                    • Increase Learning Adoption
  IT/Support)                                      • Target Learning
• Revenue Opportunities                            • Reporting




                                   Richardsonconsultinggroup.com                         7
Best Practices – Vendor Selection

                            Key
     Pre-RFP                           Evaluate RFP   Select Vendor
                        Requirements


• Engage executive sponsors
• Include key stakeholders (IT
 (infrastructure, information
 security, system owners), HR,
 Learning, Business Units)
• Compile and rank requirements
• Develop vendor list




                                                                      8
Best Practices – Vendor Selection

                          Key
     Pre-RFP                           Evaluate RFP   Select Vendor
                      Requirements


• Single Sign-On (SSO)
• Integrations
• Internal hosting vs. Vendor-hosted
• SCORM/AICC
• Mobile access
• Reporting
• Content Owner self-service




                                                                      9
Best Practices – Vendor Selection

                         Key
    Pre-RFP                           Evaluate RFP   Select Vendor
                     Requirements

• Vendors evaluate each requirement
• Product roadmap and upgrade
 process/cost
• Vendor implementation support
• Scripted presentation/demo
• Key stakeholders score responses
 and product demos




                                                                     10
Best Practices – Vendor Selection

                            Key                       Select
     Pre-RFP                           Evaluate RFP
                        Requirements                  Vendor


• Rank based on user experience
 and fit to requirements
• Check client references
• Evaluate Total Cost of
 Ownership (license, support,
 customization, upgrades, 3-5
 year timeframe)
• Negotiate cost last



                                                               11
Best Practices - Implementation


Key Roles   •   Executive/Management Sponsors
            •   Local Advocates
            •   Project Manager
            •   Change/Implementation Manager
            •   Content Vendors/Developers
            •   Application/Integration Owners/Vendors


Process     • Project Management
            • Change Planning and Management
            • Communication
            • Quality Assurance (Data Validation, Course
              Certification)
            • Navigation Design
            • Data Definition and Cleanup




                                                           12
Best Practices - Implementation


Scheduling     • Implement prior to known activity milestones
                 (development planning, required training)
               • Phase by organization
               • Phase in/promote visible benefits/improvements to
                 build momentum


Deployment /   •   Clear support channels
               •   Rapid response
Post -
               •   Monitor user adoption
Deployment     •   Maintain stakeholder guiding team




                                                                     13
Contact Information


                                                                       Accelerated
Consulting      Staffing      Training                      Coaching
                                                                       Facilitation


Brian Richardson, PMP
•   Email: brian@richardsonconsultinggroup.com
•   LinkedIn: linkedin.com/in/briandrichardson
•   Twitter: @briandrichardso
•   Web: www.richardsonconsultinggroup.com
•   Phone: 773-474-1834




                            Richardsonconsultinggroup.com                         14

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CETS 2011, Brian Richardson, slides for Best Practices for LMS Selection and Implementation

  • 1. Best Practices for LMS Selection and Implementation August 16, 2011
  • 2. Agenda Topic Timing Introduction 10 minutes Value Proposition 5 minutes Best Practices – Vendor Selection 15 minutes Best Practices – Implementation 10 minutes Q&A 10 minutes Richardsonconsultinggroup.com 2
  • 3. Introduction/In-Room Survey Richardsonconsultinggroup.com 3
  • 4. LMS Vendor List Rate Your Satisfaction Blackboard with Your Current LMS Cornerstone ElementK Scale GeoLearning 1-Completely Dissatisfied Moodle 2-Somewhat Dissatisfied Oracle/Peoplesoft LMS 3-Neutral OutStart 4-Somewhat Satisfied Saba 5-Completely Satisfied Skillsoft Skillport Solo SuccessFactors SumTotal Richardsonconsultinggroup.com 4
  • 5. LMS Satisfaction Survey - Highlights 5 4 3.87 3.83 3.67 3.09 3 2.83 2 1 0 Oveall Cost User HR System Employee Satisfaction Experience Integration Portal Integration Richardsonconsultinggroup.com 5
  • 6. Value Proposition Richardsonconsultinggroup.com 6
  • 7. Value Proposition Business Value Operational Value • Achieve Tangible Results from • Improve Compliance Learning Investment • Improve User Experience (Learning • Control and Monitor Training Activity Portal) • Reduce Costs (Administration, • Increase Learning Adoption IT/Support) • Target Learning • Revenue Opportunities • Reporting Richardsonconsultinggroup.com 7
  • 8. Best Practices – Vendor Selection Key Pre-RFP Evaluate RFP Select Vendor Requirements • Engage executive sponsors • Include key stakeholders (IT (infrastructure, information security, system owners), HR, Learning, Business Units) • Compile and rank requirements • Develop vendor list 8
  • 9. Best Practices – Vendor Selection Key Pre-RFP Evaluate RFP Select Vendor Requirements • Single Sign-On (SSO) • Integrations • Internal hosting vs. Vendor-hosted • SCORM/AICC • Mobile access • Reporting • Content Owner self-service 9
  • 10. Best Practices – Vendor Selection Key Pre-RFP Evaluate RFP Select Vendor Requirements • Vendors evaluate each requirement • Product roadmap and upgrade process/cost • Vendor implementation support • Scripted presentation/demo • Key stakeholders score responses and product demos 10
  • 11. Best Practices – Vendor Selection Key Select Pre-RFP Evaluate RFP Requirements Vendor • Rank based on user experience and fit to requirements • Check client references • Evaluate Total Cost of Ownership (license, support, customization, upgrades, 3-5 year timeframe) • Negotiate cost last 11
  • 12. Best Practices - Implementation Key Roles • Executive/Management Sponsors • Local Advocates • Project Manager • Change/Implementation Manager • Content Vendors/Developers • Application/Integration Owners/Vendors Process • Project Management • Change Planning and Management • Communication • Quality Assurance (Data Validation, Course Certification) • Navigation Design • Data Definition and Cleanup 12
  • 13. Best Practices - Implementation Scheduling • Implement prior to known activity milestones (development planning, required training) • Phase by organization • Phase in/promote visible benefits/improvements to build momentum Deployment / • Clear support channels • Rapid response Post - • Monitor user adoption Deployment • Maintain stakeholder guiding team 13
  • 14. Contact Information Accelerated Consulting Staffing Training Coaching Facilitation Brian Richardson, PMP • Email: brian@richardsonconsultinggroup.com • LinkedIn: linkedin.com/in/briandrichardson • Twitter: @briandrichardso • Web: www.richardsonconsultinggroup.com • Phone: 773-474-1834 Richardsonconsultinggroup.com 14