Dl11 612 bakerlindenberg

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Dl11 612 bakerlindenberg

  1. 1. 612ABCs of Selecting and Implementing a LMSMike Baker & Stacy Lindenberg, First Citizens Bank
  2. 2. Nov 2 - 4, 2011 Las Vegas, NV ABCs ofof Selecting & ABCs Selecting and Implementingan LMS Implementing a LMS Mike Baker Stacy Lindenberg Who are you? Name, Company, Role in Organization Experience with Learning Management System What you’d like todaySession 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Page 1Lindenberg, First Citizens Bank
  3. 3. Nov 2 - 4, 2011 Las Vegas, NV One Hour! Big Agenda! • Assessment of Current State • Vendor Selection • Building a Business Case • Gaining Organizational Buy in • Budgeting • Timeline • Implementation Assessment of Current State • WHY? • What happens if you do nothing? • What’s the impact?Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Page 2Lindenberg, First Citizens Bank
  4. 4. Nov 2 - 4, 2011 Las Vegas, NV Current State Vendor SelectionSession 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Page 3Lindenberg, First Citizens Bank
  5. 5. Nov 2 - 4, 2011 Las Vegas, NV Building a Business Case “The best way to predict the future is to create it” Getting Buy-inSession 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Page 4Lindenberg, First Citizens Bank
  6. 6. Nov 2 - 4, 2011 Las Vegas, NV Budgeting TimelineSession 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Page 5Lindenberg, First Citizens Bank
  7. 7. Nov 2 - 4, 2011 Las Vegas, NV ImplementingSession 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Page 6Lindenberg, First Citizens Bank
  8. 8. Functionality/Features Standard Optional Not Available Yes-No/ExplanationHosting & SupportSoftware as a Service (SaaS)/hosted delivery modelMethods of data exchanges and encryption supportedIs support in-house or contracted?Help Desk support staff located in the U.S. and speak English as theirprimary language.Is there a dedicated support person for administrator to ask "How To"questions?Help Desk options available for administrators, SMEs and employees(email, phone, text chat, fax, etc.)System Training/Certification/User Group programs availableSecurity CapabilitiesPassword and user IDs determine secure authenticationSet authentication rules based on hard life time, idle life time and Single-sign-on life timeConfigurable security settings (password characteristics)Automated system to help users who have forgotten passwords and userIDs.Login encryption/validationPlatform, Domains & InterfaceProduct Roadmap that benefits all customersBased on Microsoft .NET and is database independent for flexibiltySystem can integrate with HRIS/ERP systems using a Web services APIAbility to personalize and configure user interface and functionality (i.e.modules on or off) per domain without vendor assistanceBuilt in wizards to guide administrator on difficult tasksADA Section 508 compliantLMS built to support Extended Enterprise Training (training partners,vendors, customers, etc.)Ability to easily create and manage the entry portal for extendedenterprise (open site) that allows unlimited number of pages withoutvendor involvement.System is modular, allowing deployment of only required functionality(turning on or off features and modules)System allows configuration of the navigation easily without vendorinvolvementAbility to easily create pages in the LMS that dynamically render contentbased on the user viewing the page without vendor invovlement.System allows addition of widget pages to allow customers to build apage from a repository of widgets or build their own using a built-ineditor.System allows for specific pages and widgets to be dynamically displayedbased on user properties or group association.System allows administrators to add other web-based applications to theLMS navigation.Integrated LCMS functionality 1
  9. 9. Functionality/Features Standard Optional Not Available Yes-No/ExplanationAnalytics tools such as Knowledge AdvisorsDocument repository that accepts files, links to other web sites, or easilycreates web pages on the flyIntegration with virtual meeting/classroom tools such as WebExIntegrated performance and talent management tools such asSuccessFactorsSupport for heirarchical domains at the enterprise, subsidiary, businessunit, client or other defined levelsSupport for multiple groups (business units) within the same domainManage interface branding themes and specify user settingsProvide different themes to multiple domainsProvide different themes to multiple groupsAbility to brand themes with single logosAbility to brand one theme with multiple logosAbility to create and manage text and branding of the login pageAbility to create splash pages that appear for users upon initial login ornext login to convey important notices.Specify the colors in the user interfaceSpecify the layout of the user interfaceAbility to modify/customize the user interfaceUser configurable home page/landing pageConfigurable view to display learning activities to match yourorganizations needsCustomizeable Contact Us pageBusiness rule definition configurable on a domain-by-domain basisRestrict data users see to the group(s) they belong toRestrict data users see to their subordinatesSingle-sign-on functionality with third party toolsWorkflow & Approval ProcessCreate a custom workflow and a custom approval form for student tocomplete without intervention from vendorAbility to create multiple workflows and forms for different scenariosrequiring approvalAbility to create approval process for courses within the LMS catalog orcourses taken externallyApproval Manager module may be in use without affecting whether othermodules may or may not be usedInclude custom user attribute as an automatic trigger for approval flowInclude values for course duration and cost as triggers for approval flowUsers belonging to specified groups can be prompted to go through theapproval processFlexible approval process to allow multiple levels of approvalsIdentify supervisors as approval level 2
  10. 10. Functionality/Features Standard Optional Not Available Yes-No/ExplanationIdentify specific individuals as approversIdentify specific roles as approval levelsAbility to specify which fields are viewable, editable or required for eachlevel of the workflowAbility to fitler approval requests for approvers to just see the requestssubmitted within their same groupAbility to manage certification requestsEnterprise Human Resources Integration (EHRI) fields are automaticallydisplayed when EHRI module is turned onSupport for Certifying Official Approver for EHRI (federal governmentrequirement)User FeaturesAllow users to pick their own themeA calendar view for different roles to easily access ILT events with theability for user to select a specific view (day/week/year).Ability to restrict what a user can edit in his/her profile down to theindividual field levelForgotten password/change password automated responsesConfigurable amount of access to change profile informationChange user name and passwordAbility to view dashboard data, regardless of role (Learner, Supervisorand Administrator)Access eHelp (search for topic/context sensitive)Plug-in Installation Center (that may be required for certain courses)Ability to toggle between role types while remaining logged inAbility to view and manage short-cutsAbility for users to select specific languageRequest permission to waive a prerequisiteFilter views of learning plan (i.e. by training type)User ManagementConfigurable permissions/roles - Create and manage newroles/permissionsCreate, change and view user information/profileCopy an existing roleAbility to assign multiple roles to one user accountCreate custom fields in user profiles without intervention from vendorConfigurable standard and custom user fields in user profile screensConfigurable standard user fields and custom user fields in and accountrequest formsAdvanced search includes custom user fieldsAbility to create (or batch upload) new usersAbility to automatically assign users to groups based on user proileattributesWeb services API to allow user data to be imported real-time 3
  11. 11. Functionality/Features Standard Optional Not Available Yes-No/ExplanationAbility to create and manage user groupsUser can belong to multiple user groupsUser can belong to multiple domainsSet/change user status (i.e. active/inactive/deleted)Define student to supervisor relationshipDesignate/change a users supervisorAbility for a new learner to request an account with approvalAbility for a new learner to create an account without approvalConfigurable account request form that allows you to specify what data isimportant to your organizationSecure account request form that includes a visual capture device(CAPTCHA) to prevent spammingEnroll users in courses (individual, groups/batch)Ability to view user site activity, including dates, times and pages.Learning Content Creation & ManagementSCORM 2004 compliantSCORM 1.2 compliantAICC compliantSupport for online training, instructor-led training, virtual classroom andinformal learning objects (such as on-the-job training) to be assignedand tracked by the LMSAllow administrator to select option for learner to mark a user definedtraining object as completeHas ability to integrate with thousands of courses from any vendor orcustom content built by a client that follow AICC or SCORM standardsPre-integrated with thousands of courses from multiple vendorsMass registration for multiple learners to one courseUtility to upload SCORM or AICC custom content without vendorassistance (course upload tool)Interoperability with content that is NOT standards-compliantAbility to add additional resources to any courseManage course properties (CEUs, duration, test required, etc.)Can disable a course without removing it from the LMSAbility to set an expiration date for a linked learning object so that it nolonger links to any learning plansManage grade book by marking any learning object as complete orincomplete and designate a gradeLearner can self-register for learning offeringsLearner can unregister from all learning offeringsLearner can self-enroll for ILT classesLearner can unregister from instructor-led trainingAbility to set prerequisites for coursesAbility to waive a prerequisiteApprove/deny a request to waive a prerequisite 4
  12. 12. Functionality/Features Standard Optional Not Available Yes-No/ExplanationCreate/edit an ILT/V-ILT and appropriate resourcesSystem has built-in conflict management capabilityRecorded V-ILTs are created as OLTsAssign multiple instructors to a class and/or sessionAssign resources at the session levelAbility to set (and override) the max students for a course at the sessionlevelWaitlist functionality (i.e. for a "full" ILT class)Automatic waitlist functionality (user at top of waitlist is automaticallyenrolled when a space opens up)Ability to create private classes to prevent learners from self-enrollingAbility to restrict management of individual classes beyond permissionsto specific groups or a set of usersAbility to select from a repository of course certifcate templates for onethat fits your organization needsAbility to create custom course certificates that can be formatted to pullsystem dataAbility to specify unique course certificates by groupReview/print a completion certificate (student accessible)Access online resources (ie PDF instructor has posted for a course)Enroll and cancel registrations for learning activitiesCreate/edit reason to drop students from learning activitiesRegistration with manager approvalRegistration confirmation via emailManage the waitlist and rosterManage a registration request queue (approve/deny)Courses can be grouped into curriculum and topic areas in the catalogAbility to request/reserve (blockout) rooms, equipment and other ILTresourcesCreate, modify and delete learning plan templatesAssign learning activities (single or bundle) to an entire domainAssign learning activities (single or bundle) to specific groupsAssign learning activities (single or bundle) to specific users defined byspecific user attributesManually assign a learning plan to learners (individually/usergroup/globally)Automatically assign learning plans using profile and group criteria.Edit a learning plan template (and auto-update for assigned users)Edit the contents of a learning plan for all usersCreate certification plans (compliance) or traditional plans (new hiretraining)Set due dates for entire plan completion 5
  13. 13. Functionality/Features Standard Optional Not Available Yes-No/ExplanationUpdate due dates for plan completion for multiple students en massConfigure learning plan completion requirements based on either numberof learning objects completed (all or specified subset) or based onnumber of CEUs completedSet auto-reminder email for assigned students / instructors / managers /administrators regarding due date for entire learning planRequire courses to be completed in a defined orderRecurrance for courses can be set automatically based on rulesSet auto-reminders for recurrances using rulesAssign learning activity due dates for employeesCertification trackingDetermine access window for recurrent plans to prevent learners fromfalling out of complianceContinuing Education Unit (CEU) trackingCourses can be set to automatically renew on periodic basis (i.e. forannual certification)Built-in testing and survey creation toolTests and surveys that can be assigned to multiple learning objects (re-used)Ability to set passing scores for testsAbility to require passing score on test to complete the courseAbility to automatically complete a course based on the learner passingthe testSet how many times a test can be attemptedSelect duration of test or make it unlimitedTests can be auto-graded by systemAbility to edit tests after some learners have completedAbility to remove or replace tests in a courseAbility to copy existing tests for easy creation/editingAbility to edit surveys after some learners have completedAbility to remove or replace surveys in a courseAbility to copy existing surveys for easy creation/editingWeb-based student notes feature (per course)System has a repository for Resources such as PDF, PowerPoint,Spreadhseets, etc. for users to access.These Resources can be restricted to a particular audience based on userattribute or group association.Ability to run Reports on user access to resources.How much space is included for these Resources?How much is additional space?Search FeaturesUniversal search functionality that searches all learner consumable itemssuch as courses, classes, resources, and bundles. 6
  14. 14. Functionality/Features Standard Optional Not Available Yes-No/ExplanationSearch interface is clean and easy to use - matches the most popularsearch engines design.Search functionality returns results in an easy to use combined resultsview like the most widely used search engines.Search functionality filters results based on what the user has permissionto view/consume.Basic and advanced search functionality for each module.Advanced search includes custom fieldsCatalog FeaturesSearchable course catalogConfigurable catalog that allows you to determine what type ofinformation to display for authenticated usersPublic catalog (i.e., open site catalog) accessible through a webpageAbility to support multiple catalogs based on audience (groupassociation, user profile attributes, even specified users) through catalogaccess codesAbility to change catalog offerings on the fly per audienceAbility to group or bundle courses together for easy enrollmentAbility to set a lifecycle or subscription period for a course or bundle inthe catalogManage terms / time frames when courses are available in the catalogfor learner enrollmentCatalog calendar to easily find and enroll in classesCourse catalog can be filtered by ILT properties (location, instructor,etc.)Add external courses to the main catalogCatalog allows online resources to be selected by learnersCatalog has Featured Courses areaCatalog allows for learners to rate coursesReporting CapabilitiesReal-time reportingAbility to create dashboards with graphic interface.Report can be run on demand through the LMS interfaceReports can be scheduled and emailed to any valid email addressWeb-based reporting interface with results appearing in applicationworkspaceReport can be printed from application workspace without having toexportStandard "out-of-the-box" reportsAbility to alter "out-of-the-box" reports.Option to use filters for reports instead of having to create a new reportCustom reporting capabilitiesCan report on all learning objects, including on-the-job trainingWizard-driven report creation (for custom/adhoc reports)Ability to create drill down reports 7
  15. 15. Functionality/Features Standard Optional Not Available Yes-No/ExplanationAbility to export report dataReport formats (browser view, .xls, .csv, .doc, .rtf, .pdf, etc.)Report on domains seperately as individual business units or learningaudiencesReport is filterable by groupsCustom user fields are used in any report with user profile dataSort a report by fields (i.e. alphabetically or chronological)Pull reports for subordinates (but access is governed / flexible)Ability to build a new report and share with other usersReport on learning plan progress across groups / globallyStudent transcripts (viewable and printable)Student certificates (e.g. for course or curriculum completion)Review / print a transcript (student accessible) that contains coursescompleted externallyData available via web services that can be used to integrate with othersystemsCommunication & CollaborationAutomated reminder notices via emailManage event communications by enabling or disabling as well asrecipients easily through user interaceMass distribute communication to learners by domainEdit and manage content of notification messageAbility to turn on or off notification eventsOnline access to course materials (e.g. supplemental material)Fully integrated live webcasting and virtual meeting capabilitiesWeb-based calendaring and scheduling (integration with Outlook)Ability to send emails to users email address listed in their profileCreate and launch WebEx eventsIdentify multiple hosts per WebEx eventAutomatic register/de-register notification via email 8
  16. 16. Nov 2 - 4, 2011 Las Vegas, NV Business Case-Current State Problem/Opportunity StatementSession 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Citizens Bank Page 1
  17. 17. Nov 2 - 4, 2011 Las Vegas, NV Options/BenefitsSession 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Citizens Bank Page 2
  18. 18. Nov 2 - 4, 2011 Las Vegas, NV Cost Estimates RecommendationSession 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Citizens Bank Page 3
  19. 19. Nov 2 - 4, 2011 Las Vegas, NV Annual Cost EstimateSession 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Citizens Bank Page 4
  20. 20. Nov 2 - 4, 2011 Las Vegas, NV Executive Project Committee SummaryProjectBusiness CaseOptions 1. CostSummaryBenefits 1. Recommendation Option Timeline Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Page 1 Citizens Bank

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