1.
Learning Management Systems Selecting an LMS DevLearn - November 2007 Tony Karrer, Ph.D. CEO, TechEmpower, Inc. [email_address] http://eLearningTech.blogspot.com

2.
Who’s Here? <ul><li>Have you gone through LMS Selection before? </li></ul><ul><li>Where are you today? </li></ul><ul><ul><li>Considering a first LMS </li></ul></ul><ul><ul><li>Starting Up </li></ul></ul><ul><ul><li>Evaluating </li></ul></ul><ul><ul><li>Implementing </li></ul></ul><ul><ul><li>Living with an LMS </li></ul></ul><ul><ul><li>Considering a new/different LMS </li></ul></ul>

3.
Resources <ul><li>eLearning Technology Blog </li></ul><ul><ul><li>http://elearningtech.blogspot.com </li></ul></ul><ul><li>LMS Team Size and Time </li></ul><ul><li>LMS RFP </li></ul><ul><li>LMS Selection Presentation Reformulated </li></ul><ul><li>LMS Selection Team and Stakeholders </li></ul><ul><li>LMS Selection Process </li></ul><ul><li>LMS - Satisfaction Features and Barriers </li></ul>

4.
Opening Question <ul><li>You are about to go through an LMS Selection Process, what should you expect? </li></ul><ul><li>Name the Movie: </li></ul><ul><ul><li>“Get used to disappointment.” </li></ul></ul>

5.
<ul><li>2000+ employees, 2000+ learners, corporate </li></ul><ul><li>Source eLearningGuild Research - 2007 </li></ul>DISSATISFACTION AHEAD

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<ul><li>Dissatisfaction Rising </li></ul><ul><li>Worse for Administrators </li></ul>Kathy Sierra’s DISSATISFACTION AHEAD

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LMS Selection Process <ul><li>Start Up </li></ul><ul><li>Evaluation </li></ul><ul><li>Implementation </li></ul><ul><li>Life with an LMS </li></ul>

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Start-Up Selection Participants <ul><li>Core Team </li></ul><ul><ul><li>Primary manager </li></ul></ul><ul><ul><li>Future administrator(s) </li></ul></ul><ul><ul><li>Project manager </li></ul></ul><ul><ul><li>Consultant </li></ul></ul><ul><li>Selection Team </li></ul><ul><ul><li>IT </li></ul></ul><ul><ul><li>Procurement / Legal </li></ul></ul><ul><ul><li>Business Unit Representatives </li></ul></ul><ul><ul><li>Functional Area Representatives </li></ul></ul><ul><ul><li>Learner and Line Manager Representatives </li></ul></ul><ul><ul><li>Additional Future LMS Administrators </li></ul></ul><ul><ul><li>HR / OD </li></ul></ul><ul><ul><li>Help Desk / Internal Support </li></ul></ul><ul><li>Stakeholders </li></ul><ul><ul><li>Senior Management </li></ul></ul><ul><ul><li>HRIS owner </li></ul></ul>

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Start-Up <ul><li>Form a core selection team and define stakeholders </li></ul><ul><li>Define business and learning strategy </li></ul><ul><li>Agree to process with key stakeholders </li></ul><ul><li>Question: </li></ul><ul><ul><li>Companies with 2,000 – 10,000 - employees/learners </li></ul></ul><ul><ul><li>How many people? </li></ul></ul><ul><ul><li>How long? </li></ul></ul>

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<ul><li>3 People </li></ul><ul><li>20 Months </li></ul>LONG HARD ROAD

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Evaluation <ul><li>Capture differentiating use cases </li></ul><ul><ul><li>Questions around common feature sets </li></ul></ul><ul><ul><li>Interviews / expectation setting </li></ul></ul><ul><ul><li>Drill down on non-standard items </li></ul></ul><ul><li>Conduct initial research, select initial vendors, make contact </li></ul><ul><ul><li>RFI? </li></ul></ul><ul><ul><li>eLearningGuild, Brandon Hall or Bersin might help </li></ul></ul><ul><li>Prepare and send RFP </li></ul><ul><li>Select finalists </li></ul><ul><li>Demos </li></ul><ul><li>Pilot or hands-on tests </li></ul><ul><li>Negotiate </li></ul><ul><li>Final selection </li></ul>

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Top Ten Common Mistakes <ul><li># 10 - Not handling politics </li></ul><ul><ul><li>Favorites </li></ul></ul><ul><ul><li>Incumbents </li></ul></ul><ul><ul><li>Power plays </li></ul></ul><ul><li># 9 – Confusing or shorting your process </li></ul><ul><ul><li>RFI vs. RFP </li></ul></ul><ul><ul><li>Demo </li></ul></ul><ul><ul><li>Hands-on test </li></ul></ul>

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Top Ten Common Mistakes <ul><li># 8 - Underestimating people required to operate an LMS. </li></ul><ul><li># 7 - Over stating how much LMS you need and/or missing the opportunity for a Starter LMS. </li></ul><ul><li># 6 - Confusing content authoring selection and LMS selection. </li></ul>

14.
Top Ten Common Mistakes <ul><li># 5 – Poor contract negotiations. </li></ul><ul><li># 4 - Confusing critical requirements as compared to requirements that are somewhere on the important - nice-to-have scale. </li></ul><ul><li>Guesses at my Top 3? </li></ul>

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Top Ten Common Mistakes <ul><li># 3 - Not having differentiating use cases. </li></ul><ul><ul><li>Not spending the time </li></ul></ul><ul><ul><li>Not working with different constituents </li></ul></ul><ul><ul><li>Missing opportunity to set expectations </li></ul></ul><ul><li># 2 - Customization </li></ul><ul><li># 1 - Putting the wrong requirements in an RFP </li></ul>

16.
Bad RFP Requirements <ul><li>Generic Requirements </li></ul><ul><ul><li>“Ability to create a training plan” </li></ul></ul><ul><ul><li>“Supports a variety of learning formats” </li></ul></ul><ul><li>RFP Death March Requirements </li></ul><ul><ul><li>“Describe capabilities for managing course capacity and waitlists issues.” </li></ul></ul><ul><ul><li>“Please describe how the application displays course information to the users.” </li></ul></ul><ul><ul><li>“Describe administrative interface and usability.” </li></ul></ul>

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Bad RFP Requirements <ul><li>Vague Requirements </li></ul><ul><ul><li>“Can customized course catalogs be defined and displayed to different sets of users?” </li></ul></ul><ul><li>Opinion Requirements </li></ul><ul><ul><li>“We require a solution that is personalized to the user, possesses a clean and easy-to-use interface, is easy to navigate, provides the ability to search for and find information, is menu driven and is intuitive.” </li></ul></ul><ul><ul><li>“Have feature rich and flexible administration back-end control panel” </li></ul></ul>

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Good RFP Requirments <ul><li>Does your LMS work with WebEx as a virtual classroom tool to: </li></ul><ul><ul><li>allow administrators to create virtual classroom sessions at a particular day/time that map onto a class in the LMS? </li></ul></ul><ul><ul><li>allow entry of the date and time is done on one screen by the administrator? </li></ul></ul><ul><ul><li>provide a link to the learner in an email notification that allows them to launch into the virtual classroom session? </li></ul></ul><ul><ul><li>track attendance at the virtual classroom session into the LMS? </li></ul></ul><ul><li>Response columns </li></ul><ul><ul><li>Question/requirement </li></ul></ul><ul><ul><li>Meets? Yes, No, Partial </li></ul></ul><ul><ul><li>Explanation (optional) </li></ul></ul>

19.
Learning Management Systems Selecting an LMS DevLearn - November 2007 Tony Karrer, Ph.D. CEO, TechEmpower, Inc. [email_address] http://eLearningTech.blogspot.com