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
possib...
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
–...
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
– Guid...
• Set Realistic Timeframes
– Response to RFP
– Clarification on RFP
– Proposal Deadlines
– Submissions by Vendors
– Task F...
Meetings
• Build The Requirements
• Set the Structure
• Weigh the RFP
• Take Meeting Minutes
• Create Repository
– Online!...
RFP & Structure
• Give Background
– Institution
– Student Demographics
– What Brought You here
• Keep it Concise
• Easy to...
RFP
• Build Sections / Chapters
• Weight Each Section
• Request Digital & Paper
• Have All Sent to CFO
• Include All Attac...
RFP Sections
• Overview & Statement
• Schedule
• Vendor Qualifications
• Review & Evaluation
• RFP Requirements
• Instruct...
Demonstration
• Open Up To All (RSVP)
• Anyone can Vote
– Must Attend ALL Demos
• 2 Hours is Not Enough
• Add Q&A After Fo...
Pricing
• Don’t Open!
• Go Out 3 5 & 6 Year TCO
• Request Breakdown:
– By Module
– Support Options
– Training
– Mobile
– I...
CONTRACT NEGOTIATIONS
Before You Sign
• Get Legal Involved
• Contract= RFP SLA
• Penalties?
• You Own the DATA!
• Exit Strategy
• DON’T BACK DOW...
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...
When Work Tasks You With Selecting
an LMS
Christopher Duffy, CISSP
How to Select a Learning Management Platform (LMS)
How to Select a Learning Management Platform (LMS)
How to Select a Learning Management Platform (LMS)
How to Select a Learning Management Platform (LMS)
How to Select a Learning Management Platform (LMS)
How to Select a Learning Management Platform (LMS)
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How to Select a Learning Management Platform (LMS)

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From RFP to Vendor Selection, the process of selecting a Learning Management System (LMS). Vendor Selection, Committee, evaluation

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How to Select a Learning Management Platform (LMS)

  1. 1. So…….. You’ve Been Tasked With Selecting An LMS? Christopher Duffy, CISSP
  2. 2. Perspective Top 10 Fears • Death • Speaking • Flying • Enclosed Spaces • Rejection • Heights • Dark • Bridges • Spiders
  3. 3. Goals • Clarity on LMS Role • Time Frame • Budget • Commitment
  4. 4. Transparent • Process • Structure • Updates • Demonstration • Selection
  5. 5. For Success Team Leader Task Force External Consulting Solid Structure Fixed Process Open Demonstrations*
  6. 6. Leader /Facilitator • Technology Focused? • Strong Communicator • Project Management Experience • Vendor Neutral AS possible
  7. 7. EMPOWERED
  8. 8. PROGRAMMERS Instr. Design ADMINISTRATION SUPPORT STUDENTS FACULTYTECHNOLOGY ERP ADMINS
  9. 9. Team • Primary Stakeholders • Size of Team – 33:1 = TIE • Ensure Depth of Team – Academic – Technology – Business Office – Students • Vested Interest?
  10. 10. External Expertise • Brings Depth of Industry Experience • Provides Mediation • Ensure Structure • Shortens Timeline
  11. 11. • Foundation for ENTIRE Selection Process – RFP Sections /Chapters Used for Scoring – Used for Building Demo Scores – Guide for Vendors – Score Sheets for Participants Structure
  12. 12. • 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
  13. 13. Meetings • Build The Requirements • Set the Structure • Weigh the RFP • Take Meeting Minutes • Create Repository – Online! • Share with Institution
  14. 14. RFP & Structure • Give Background – Institution – Student Demographics – What Brought You here • Keep it Concise • Easy to Make Complex • Great Vendor Response= Your Success
  15. 15. 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
  16. 16. RFP Sections • Overview & Statement • Schedule • Vendor Qualifications • Review & Evaluation • RFP Requirements • Instructions • Disclaimer
  17. 17. 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!
  18. 18. Pricing • Don’t Open! • Go Out 3 5 & 6 Year TCO • Request Breakdown: – By Module – Support Options – Training – Mobile – Integration
  19. 19. CONTRACT NEGOTIATIONS
  20. 20. Before You Sign • Get Legal Involved • Contract= RFP SLA • Penalties? • You Own the DATA! • Exit Strategy • DON’T BACK DOWN!
  21. 21. Pitfalls • Pricing • Caught up In Bias • Schedule Ample Demo Time • Round 2? • Politics • Stick to Process!
  22. 22. • Wont Get Financial Statements for All • Supplied References are Worthless!* • Close the Loop with ALL Vendors • Feedback is Important • Revisit in 3-5 years
  23. 23. When Work Tasks You With Selecting an LMS
  24. 24. Christopher Duffy, CISSP

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