The Pro’s Guide For Onboarding Your New LMS Admins

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Join Lambda Solution's Master Class as we’ll help you get started so that you can keep your LMS running smoothly while you onboard your new LMS Administrator.

Technology

WWW.LAMBDASOLUTIONS.NET
The Pro’s Guide for
Onboarding Your New LMS
Admins
Presented by Lambda Solutions

Presenters
Stewart Rogers -Moderator
VP, Products
Erin Melvin - Presenter
Director of Client Engagement

3 | WWW.LAMBDASOLUTIONS.NET
I’m having a
baby!
I’m moving to
another dept.

● You have just been hired to take over an LMS
● You just lost your LMS Administrator
● Other...
Poll: Which situation best matches you
6 | WWW.LAMBDASOLUTIONS.NET

Get to know your:
1. Team
2. Site (LMS)
3. Learners
4. Courses
Agenda: What to do when you need to take over
7 | WWW.LAMBDASOLUTIONS.NET

8 | WWW.LAMBDASOLUTIONS.NET
Document your ﬁndings.
Try things out.
Ask more questions
Be curious!
Talk to everyone!
Ask questions!

1. Internal Team
2. Vendor/Partner Team(s)
Team:
9 | WWW.LAMBDASOLUTIONS.NET

● Who’s the champion/sponsor?
○ What is their vision?
○ What does success look like to them?
○ What are your KPIs?
● Who else works on/in the LMS?
○ Course Creators
○ Instructors
○ Data Analysts
○ IT
○ HelpDesk
○ Marketing
Internal Team
10 | WWW.LAMBDASOLUTIONS.NET
What is your role with the LMS?
What do you need from me?
What information can you provide me with?
Standard Operating Procedures (SOPs)

● Who are you hosting with?
● Are there other partners/technologies/integrations involved?
○ eCommerce
○ WordPress
○ Drupal
○ Analytics Solution
○ SSO
○ HRIS
● Are you self-hosting?
○ IT
Vendor/Partner Team
11 | WWW.LAMBDASOLUTIONS.NET

1. Call us immediately!
2. Customer Success Team
3. Customer Experience Team
If your Vendor is Lambda Solutions
12 | WWW.LAMBDASOLUTIONS.NET
● Everything you need to know about your account
● Plans for the future
● Concerns
● Technical issues/questions
● How to’s
● Training

● Site Administration
● User Management
● Courses Management
Site, Users, Courses
13 | WWW.LAMBDASOLUTIONS.NET
Visual Cues

1. Frontpage / Dashboard
2. Site administration
3. Site administrators
4. Users
5. Courses
6. Authentication and Enrolment
Explore your site
15 | WWW.LAMBDASOLUTIONS.NET

Team Interviews,
Round 2
16 | WWW.LAMBDASOLUTIONS.NET

1. Get to know your team(s)
2. Call your vendor
3. Explore your site
4. Get to know your Users
5. Get to know your Courses
6. Be curious
7. Document processes
Review: Keep Calm and Make a Plan!
17 | WWW.LAMBDASOLUTIONS.NET

● What’s New in Zoola Analytics
○ Tuesday October 22, 10am PT / 1pm ET
● Troubleshooting with Sam McCullough
○ Tuesday October 29, 10am PT / 1pm ET
Upcoming Sessions
18 | WWW.LAMBDASOLUTIONS.NET

Contact Us
Phone: 1.877.694.5289
Email: Support@lambdasolutions.net
Web: www.lambdasolutions.net
19 | WWW.LAMBDASOLUTIONS.NET

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The Pro’s Guide For Onboarding Your New LMS Admins

1. WWW.LAMBDASOLUTIONS.NET The Pro’s Guide for Onboarding Your New LMS Admins Presented by Lambda Solutions

2. Presenters Stewart Rogers -Moderator VP, Products Erin Melvin - Presenter Director of Client Engagement

3. 3 | WWW.LAMBDASOLUTIONS.NET I’m having a baby! I’m moving to another dept.

4. 4 | WWW.LAMBDASOLUTIONS.NET

5. 5 | WWW.LAMBDASOLUTIONS.NET

6. ● You have just been hired to take over an LMS ● You just lost your LMS Administrator ● Other... Poll: Which situation best matches you 6 | WWW.LAMBDASOLUTIONS.NET

7. Get to know your: 1. Team 2. Site (LMS) 3. Learners 4. Courses Agenda: What to do when you need to take over 7 | WWW.LAMBDASOLUTIONS.NET

8. 8 | WWW.LAMBDASOLUTIONS.NET Document your ﬁndings. Try things out. Ask more questions Be curious! Talk to everyone! Ask questions!

9. 1. Internal Team 2. Vendor/Partner Team(s) Team: 9 | WWW.LAMBDASOLUTIONS.NET

10. ● Who’s the champion/sponsor? ○ What is their vision? ○ What does success look like to them? ○ What are your KPIs? ● Who else works on/in the LMS? ○ Course Creators ○ Instructors ○ Data Analysts ○ IT ○ HelpDesk ○ Marketing Internal Team 10 | WWW.LAMBDASOLUTIONS.NET What is your role with the LMS? What do you need from me? What information can you provide me with? Standard Operating Procedures (SOPs)

11. ● Who are you hosting with? ● Are there other partners/technologies/integrations involved? ○ eCommerce ○ WordPress ○ Drupal ○ Analytics Solution ○ SSO ○ HRIS ● Are you self-hosting? ○ IT Vendor/Partner Team 11 | WWW.LAMBDASOLUTIONS.NET

12. 1. Call us immediately! 2. Customer Success Team 3. Customer Experience Team If your Vendor is Lambda Solutions 12 | WWW.LAMBDASOLUTIONS.NET ● Everything you need to know about your account ● Plans for the future ● Concerns ● Technical issues/questions ● How to’s ● Training

13. ● Site Administration ● User Management ● Courses Management Site, Users, Courses 13 | WWW.LAMBDASOLUTIONS.NET Visual Cues

14. Demo 14 | WWW.LAMBDASOLUTIONS.NET

15. 1. Frontpage / Dashboard 2. Site administration 3. Site administrators 4. Users 5. Courses 6. Authentication and Enrolment Explore your site 15 | WWW.LAMBDASOLUTIONS.NET

16. Team Interviews, Round 2 16 | WWW.LAMBDASOLUTIONS.NET

17. 1. Get to know your team(s) 2. Call your vendor 3. Explore your site 4. Get to know your Users 5. Get to know your Courses 6. Be curious 7. Document processes Review: Keep Calm and Make a Plan! 17 | WWW.LAMBDASOLUTIONS.NET

18. ● What’s New in Zoola Analytics ○ Tuesday October 22, 10am PT / 1pm ET ● Troubleshooting with Sam McCullough ○ Tuesday October 29, 10am PT / 1pm ET Upcoming Sessions 18 | WWW.LAMBDASOLUTIONS.NET

19. Contact Us Phone: 1.877.694.5289 Email: Support@lambdasolutions.net Web: www.lambdasolutions.net 19 | WWW.LAMBDASOLUTIONS.NET

The Pro’s Guide For Onboarding Your New LMS Admins

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