The document outlines a 7-step process for selecting a learning management system (LMS) using eleap software. It emphasizes the importance of identifying objectives, gathering vendor information, pre-vetting vendors, issuing requests for proposals (RFPs), reviewing responses, conducting demos, and ultimately selecting and negotiating with a vendor. Key considerations include aligning with organizational objectives, assessing vendor capabilities, and managing associated risks.

1. eLeaP
software

2. FOR SELECTING A LEARNING
MANAGEMENT SYSTEM (LMS)
THE 7 STEP PROCESS

3. Have a conversation with different groups across the
organization (IT, HR, marketing, etc.)
Brainstorm and map out
your high level strategic
objectives.
1-IDENTIFY & CLARIFY OBJECTIVES

4. Translate learning objectives into system requirements
Prioritize requirements into –
MUST HAVE, SHOULD HAVE,
NICE TO HAVE.
2-IDENTIFY NEEDS & REQUIREMENTS

5. Look at vendor' demos, white papers, webinars,
etc.
Gain knowledge about
vendors’ prior experience
with organizations like yours
3-PRE-VET & SHORTLIST VENDORS

6. Use a narrative section to present your story
and all relevant information.
Specifically document
what you need. Share the
requirements checklist.
4-DEVELOP & ISSUE RFP

7. Keep objectives clearly in mind when
discussing.
Rank responses based on each vendor’s
ability to meet objectives. Consider risks
associated with each vendor.
5-REVIEW & SCORE RESPONSES

8. Focus on most critical and complex needs.
2-3 hours per vendor
for round-one demos.
6-CONDUCT DEMOS

9. Use quantitative and qualitative data to make a
decision.
Consider costs &
associated risks.
Review the contract.
Negotiate on costs.
7-SELECT & NEGOTIATE

10. eLeaP Software
www.eleapsoftware.com