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

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

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  • 1. So…….. You’ve Been Tasked With Selecting An LMS? Christopher Duffy, CISSP
  • 2. Perspective Top 10 Fears • Death • Speaking • Flying • Enclosed Spaces • Rejection • Heights • Dark • Bridges • Spiders
  • 3. Goals • Clarity on LMS Role • Time Frame • Budget • Commitment
  • 4. Transparent • Process • Structure • Updates • Demonstration • Selection
  • 5. For Success Team Leader Task Force External Consulting Solid Structure Fixed Process Open Demonstrations*
  • 6. Leader /Facilitator • Technology Focused? • Strong Communicator • Project Management Experience • Vendor Neutral AS possible
  • 7. EMPOWERED
  • 8. PROGRAMMERS Instr. Design ADMINISTRATION SUPPORT STUDENTS FACULTYTECHNOLOGY ERP ADMINS
  • 9. Team • Primary Stakeholders • Size of Team – 33:1 = TIE • Ensure Depth of Team – Academic – Technology – Business Office – Students • Vested Interest?
  • 10. External Expertise • Brings Depth of Industry Experience • Provides Mediation • Ensure Structure • Shortens Timeline
  • 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. • 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. Meetings • Build The Requirements • Set the Structure • Weigh the RFP • Take Meeting Minutes • Create Repository – Online! • Share with Institution
  • 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. 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. RFP Sections • Overview & Statement • Schedule • Vendor Qualifications • Review & Evaluation • RFP Requirements • Instructions • Disclaimer
  • 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. Pricing • Don’t Open! • Go Out 3 5 & 6 Year TCO • Request Breakdown: – By Module – Support Options – Training – Mobile – Integration
  • 19. CONTRACT NEGOTIATIONS
  • 20. Before You Sign • Get Legal Involved • Contract= RFP SLA • Penalties? • You Own the DATA! • Exit Strategy • DON’T BACK DOWN!
  • 21. Pitfalls • Pricing • Caught up In Bias • Schedule Ample Demo Time • Round 2? • Politics • Stick to Process!
  • 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. When Work Tasks You With Selecting an LMS
  • 24. Christopher Duffy, CISSP