10 Effective LMS RFP Guidelines

Upside Learning

We received a Request For Proposal (RFP) from a leading Banking and Financial organization last week to deploy an enterprise wide Learning Management System. Would this LMS RFP process help the organization achieve its objective of finding a suitable solution? I firmly believe that the answer is “NO” While creating a LMS RFP, one needs to provide a precise and accurate description of organization needs. Here are 10 guidelines to draft an effective LMS RFP.

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Getting Started with Online Member Education

Association eLearning

Way back when I was just a marketing minion working in development at a nonprofit, I used to attend workshops and classes that would help me learn more about my industry. I have since moved on, from marketing minion to marketing maven, but have never forgotten the associations that taught me a thing or two. Submit a Request for Proposal (RFP) outlining your association’s goals and needs. What’s your association’s biggest issue: revenue, engagement, marketing?


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Tips for Developing an LMS RFP

Association eLearning

So, you’re ready to take the initial plunge into eLearning, and you’re thinking of issuing a request for proposal (RFP). Distributing an RFP is a wonderful way to “set the stage” for your ideal learning management system (LMS). An RFP is especially beneficial if you have a lot of requirements, because it gives you a simple way to evaluate and compare numerous LMS systems. When the going gets tough, it may be tempting to copy another organization’s RFP requirements.

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7 Things About eLearning Your CEO/Executive Director Wants to Know

Association eLearning

Make sure you’ve submitted an RFP (request for proposal) to a few LMS providers that offer the features your specific association or organization needs. When considering cost, make sure you take into account the costs of training and implementation, branding, marketing, and integrations. Will you need additional help marketing these courses? Who are we marketing this to? Are you marketing these courses to members and nonmembers?

How to write a great RFP for your eLearning Platform search

Academy of Mine

One buying tool we recommend when shopping around for a new eLearning platform is the Request for Proposal (RFP), which can be utilized to streamline and simplify the purchase process. By using an RFP you can: Organize and prioritize your business needs and desired solutions. . Admittedly, there is some work that goes into preparing your RFP, distributing the RFP, collecting and then finally analyzing each submitted RFP from potential partner vendors.

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How to Create a Really Good LMS RFP

WBT Systems

You finally got the budget to purchase a learning management system (LMS). Ask around for request for proposal (RFP) samples and send one of them to a dozen LMS vendors? You know the answer already if you read last week’s post : an LMS RFP is not the first step of the selection process, it’s the result of the first step. Only after a thorough requirements analysis process will you have the information you need to create a really good LMS RFP. What’s in an LMS RFP?

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LMS Trends: 2018 Mid-Year Learning Systems Market Update

Talented Learning

Finally, I reordered the list to reflect the priorities of today’s extended enterprise market. In fact, for nearly a decade, LMS trends have been shaped by market demand for robust business solutions that extend beyond traditional talent management functions. This market characteristic is so fundamental that it influences all other LMS trends, in one way or another. 2) Market Expansion and Consolidation Roll On. – Develop realistic budget expectations.

How to Choose the Right LMS? Ask a Learning Tech Analyst

Talented Learning

The learning systems market has become remarkably broad and diverse. We study the market and document our findings in a thorough, systematic way. That’s why we communicate requirements in a structured request for proposal (RFP). If qualified vendors want to be considered, they must reply to the RFP in full. 6) Can we choose the right LMS without issuing a formal RFP? But I don’t recommend this unless your company, needs and budget are very small.

How to Develop Really Good LMS Requirements

WBT Systems

Before you even think about creating a request for proposal (RFP), you must spend time on the LMS requirements gathering and analysis process. If you don’t get it right, you won’t create a useful RFP or select the best LMS for your association. In addition to your colleagues in the education department, you may also want to consult with staff responsible for accounting, marketing, membership, and meetings. You’re going to need at least a budget range for the RFP.

18 Top Learning Systems Trends to Watch in 2018

Talented Learning

It is moving the market in a particular direction (for better or worse). But we do have a ton of data from learning technology buyers and sellers and we have decades of experience in evaluating, recommending, marketing and implementing business learning platforms. 18 Market Expansion and Consolidation Roll On. Price-conscious buyers will need to pay closer attention to identify solutions that fit their requirements while satisfying their budget parameters. #15

I Need an LMS. Where Do I Start?

Experiencing eLearning

Five Tips and an RFP Template : Choosing the Right LMS is another article from Learning Solutions Magazine with tips for selecting the right LMS. Even if you don’t plan to do a formal RFP, this template can help you think about questions you should be asking. The LMS RFP Template from E-Learning 24/7 is another option with a small list of features you might consider. With over 700 LMSs on the market, you have to start narrowing down the list quickly.

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RFPs: Eliminate the Agony, Embrace the Success

eLearning 24-7

For some people, creating a RFP can be an exciting experience unmatched in the annuals of time. When people need a RFP, they think “Internet&#. As in, let me see if there is one on the Internet, I can use as my RFP. It is a time saver, but pulling down a RFP, especially if it comes from a vendor’s site (even if that is not the vendor you are going to submit it to), can define your approach, without you even realizing it. Your RFP is 25 pages in length.

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How to Get the Most out of Your LMS Demo

Association eLearning

A dirty little secret in the LMS space is: vendors often check off boxes on an RFP or requirements document indicating their system has the functionality or can meet the need, even when it’s not necessarily true or not a standard feature. Then, schedule additional demos for various stakeholders in the project, such as IT, membership services and marketing, or the board of directors.

How Can Associations Improve Member Education? Ask a Learning Tech Analyst

Talented Learning

They’re digging deep with robust CRM data , marketing automation platforms and ecommerce strategies that target profitable learner segments, drive new revenue streams and maximize the lifetime value of every relationship. With smart marketing strategies and tools, attracting non-members is relatively easy, as well. If your association works with corporations, universities or other allies to extend your program reach, these constituents can offer a unique market perspective.

Talented Learning’s Greatest Hits: 2017 Edition

Talented Learning

Aaron Olney, VP Sales and Marketing at eLogic Learning teamed up with me to share our best advice, based on what we’ve learned from a combined 40 years, 2000+ sales opportunities and $100,000,000-worth of selling and buying LMS solutions. #1 7 LMS Market Trends: Issues and Opportunities. That’s not surprising, since more than 60 learning technology providers are honored for their excellence in 12 key product, marketing and sales-related categories.

LMS Selection Roulette: Who Can You Trust?

Talented Learning

If your approach is methodical and coherent, it’s easy to get budget authorization. At this pre-budget stage, high-level pricing is good. If so, you are ready to take your case up the ladder for budget approval. In a complex market packed with 700+ possible solutions, how can you be sure your next learning platform will work for your organization? What budget parameters makes sense? When and how to use an RFP (or not).

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Software Demo Success: How to Present Your LMS In Its Best Light

Talented Learning

Your sales team recently crafted a strong proposal in response to an LMS RFP , and the buyer has given your company a thumbs up. For example: Update discovery findings – One of the biggest mistakes you can make is assuming that research from the RFP phase is still accurate in the demo phase. For example, if you know that a prospect is very concerned about implementation services, invite a client to speak during the demo about your ability to deliver on time, on spec and on budget.

Podcast 19: Customer Education 101 – With Dave Derington of Azuqua

Talented Learning

Plus I’m in marketing, which may seem weird. You can connect Marketo marketing automation data with Salesforce CRM and Slack for work collaboration or Trello for project management – whatever you need. They needed to streamline their RFP response process. But frankly, because we have such a big self-serve market, I had to do on-demand first. But for startups that need to move fast, you may not have the time or budget.

Custom Elearning: How To Get Started

Learning Pool

Next, identify and engage with internal stakeholders, including subject matter experts, marketing, and the IT department, to get buy-in and clarify that you’re not missing anything important. This is also a good time to confirm deadlines, budgets and who needs to sign off on the project. .

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3 Priority Questions for your LMS Feasibility Study

Petra Mayer

How to identify if solutions available in the market are covering your needs. Typically, this is done through a “Request-for-Information” (RFI) process or through a “Request-for-Proposal” (RFP). Review if those needs are presently not available in the market. At this stage of your Feasibility Study you should have a good idea if what you wanted and identified in your Needs Assessment is available in the market or what compromise you may need to make.

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How to get the most out of your instructional designer

Spark Your Interest

Speed up time-to-market? Actually the whole RFP process is often a waste of time for all parties. An RFP shouldn’t be a list of specifications, it should be an open invitation to help you solve a problem. And, everyone has budget constraints, so be up front with these. Include time/budget for up-front analysis, which includes: defining the audience(s) and identifying the barriers to behaviour change, among many other factors.

A Creative Brief for Learning Organizations?

dVinci Interactive

One could argue for marketing agencies that the creative brief is imperative no matter the size of the campaign. More often than not, though, there is limited time and budget to conduct a thorough analysis, if at all. One of the most important questions a brief answers for a marketing agency is the reason to believe—the compelling reason the target audience should choose the product. It aligns training with an organization’s brand and external marketing communications.

3 Steps for Finding the Best E-Learning Service Provider


Ensure they develop responsively – The mobile e-Learning market is exploding, so your service provider should give you the ability to take advantage of this shift. Your first step will be to submit an RFP (Request for Proposal). One of the unseen benefits of an RFP is that it can also show you if any of your requirements or expectations are unrealistic or impossible. Knowing your requirements also includes your budget. Choosing a service provider can be daunting.

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How to Pick the WRONG Learning System

eLearning 24-7

Aaron in sales, Frieda in Accounting, Paul in IT, Sandy in Marketing and so forth are not experts in training, L&D or HR. I understand you do not want to hurt other people’s feelings or you have been notified that you have to ask all these departments for their suggestions, but no one ever says you have to take all that stuff and stick it into your RFP or documents or make it an important component of the decision making process. This is a big-ticket item for your budget.

Hiring a Technology Consultant

Web Courseworks

I think back to when I managed a stable of consultants in the Milwaukee market. What’s in an effective request for proposals (RFP) for a consulting project? You may know what the problem is (IT is overburdened, time from concept to market is too long, or defects are high), but you need someone to identify the root cause of the problem. In a good response to your RFP you should expect to see the following things: A clear understanding of your situation.

Top 5 Reasons You Will Leave your LMS – and How to Switch Successfully

Association eLearning

Often, organizations choose a vendor by sending out a Request for Proposal (RFP). When the vendors receive this RFP, they are expected to “check the box” to indicate if their system provides that feature or not. Based on the responses to your RFP, you’ll want to contact vendors who made the cut to schedule a live demo of their system. Amy Bassett Marketing Director at Digitec Interactive. from Valencia College, where she studied marketing and economics.

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Five Ways to Buy an LMS You Will Hate!

Talented Learning

Perplexed by today’s market reality of 700 viable LMS vendors and the yin/yang of loving/hating LMS providers, I have also been thinking about who is at fault when there is a mismatch. The most successful LMS buyers often invest 2-6 months to study the market before actively engaging vendors. The LMS market changes rapidly, so if you were up to speed 2 years ago, you are behind now. Do you know the state of the LMS market ?

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Virtual Learning: Rewriting the Playbook in Turbulent Times

Talented Learning

The market clearly needs vendors who specialize in helping organizations efficiently move from one stage to the next – or through the entire migration cycle. • Offer a Path to Extended Enterprise Learning. Use this opportunity to fill gaps in your solution, so you’ll be prepared to pursue this high-growth market successfully. • Leave Your Trade Show Marketing Mindset Behind. We’re a content marketing machine.). When to issue an RFP (or not).

Learning System Award Winners 2019

eLearning 24-7

Because of the size of the market and split out of types of systems, it made sense to create an umbrella term and then place the main four types of systems under said umbrella. . The biggest market in size and scope are LMSs (Learning Management Systems). The second market in size are LEP/LXPs – Learning Engagement Platforms/Learning Experience Platforms. LEP/LXP market. Simply, the best K-6 LMS on the market. of 70% of my LMS RFP Template. .

LMS Vendor Eyes Only: 10 Tips to Boost Sales

Talented Learning

Minimize “Boiler Plate” Errors – You wouldn’t believe the boiler plate copy-and-paste mistakes I see in formal RFP responses. It is silly to spend dozens of hours on a RFP response, only to let this kind of careless, sloppy oversight define you and your company. If an RFP response is due and you knew well in advance, don’t ask for an extension. The decision always comes down to little things and budget.

Essential Steps BEFORE Planning for an LMS Implementation

WBT Systems

When you have decided on your requirements, then generally the process goes something like this; first an RFP is developed and then a scan of available LMS in the market is done. Once completed the RFP is sent to those that the organization believes will meet their needs. It is also important to communicate this both to the wider organization and to potential vendors as part of the RFP process, to help set expectations on both sides, and provide a clear goal to work towards.

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Making The Jump Into eLearning

ICS Learning

These new options have made e-Learning much more achievable for smaller companies with limited resources and budgets. It is likely that some of your training requirements will be common enough that a market already exists for the content. The other very important topic to discuss with regards to “do-it-yourself” e-Learning development is that there are many good authoring tools now on the market.

Can you recommend an LMS?

eLearning 24-7

The problem with asking random folks to recommend an LMS is that they have no idea on what specific functionality you need, nor your budget, nor your challenges or issues you are facing, nor your requirements, nor your training approach or L&D approach, nor your experience with e-learning. Yet, as I have often noted, it is rarely pushed upon in an RFP, let alone a demo. You the consumer can use the support card as part of your RFP process, which I strongly recommend. .

Select an LMS Consultant Before Beginning Your LMS Selection

WBT Systems

With more than 700 learning platforms on the market, how do you narrow the field down to the best learning management systems (LMS) for your association’s needs? They know what questions to ask during the requirements gathering process to elicit the information needed for a request for proposal (RFP), including questions you’d never think about asking. Because they know the LMS market, consultants have a good idea about what your budget will buy.

Break it down! (No it’s not Hammer Time! Yet)

eLearning 24-7

I see no reason in today’s market to purchase a standalone assessment tool. Actually, I do blame: Vendors who still post RFP templates on their site – which by the way tend to be geared towards themselves. Organizations who recommend the value of RFPs and either have a link to an RFP template or how to do a RFP. Some Linkedin groups who retort to folks asking about RFPs, that they should do a RFP – stop telling them that! During the past 14.5

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Talented Learning Greatest Hits – 2018 Edition

Talented Learning

” At every turn, new issues, opportunities and solutions have been vying for the market’s attention. In this case, we shine a light on business opportunities in the extended enterprise market. #2 We believe it’s important to educate the market about how to make informed technology choices, and pricing transparency is a key to software selection success. But as your eyes and ears in this dynamic market, we’re only beginning to hit our stride!

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Cal State Online Plays Small Ball

Allison Rossett

The goal. “The goal is to increase capacity at California State, where massive budget cuts have coincided with a rising demand for higher ed degrees,” wrote Steve Kolowich in a review of the plan. At the get-go, Cal State Online will serve as an engine for marketing and technology support for sixty existing online programs. Other than an extensive RFP process which will invite experienced providers into some aspects of the mix, few details are provided.

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