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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Is Your RFP Response On Point? Tips for Learning Systems Vendors

Talented Learning

But preparing RFP responses can be brutal – especially if you blow it with unforced errors. What’s Wrong With This RFP Response? You rally your team and spend many hours developing an RFP response. So why are you losing at the RFP stage? But vendors have more control over RFP outcomes than you may think. Let’s look at some basic factors… 9 Ways to Build a Winning RFP Response. Blindly submitting an RFP response can be just as risky.

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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

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. Narrow down the field before sending out an RFP. Never send an RFP to 12 vendors or even 8 vendors.

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Wait. What? I can buy an LMS with a credit card?

Janet Clarey

specific vertical markets like healthcare, unique needs like extended enterprise learning, and specialized delivery methods like mobile). Evaluate the system against your use case(s) not just an RFP response or demo. Yes, Intellum can crank out an RFP response if that’s what you require (and you’ll find a wealth of info in that link). Uncategorized Intellum LMS RFPThis is a cross post. Original at Bersin & Associates.

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. Who will benefit, and how will you show that this method will engage your learners better than traditional training methods and courses? You’ve decided that it’s time to move your courses online. Membership numbers seem stagnant and renewals are decreasing.

Evaluation Is Not Complicated

The Performance Improvement Blog

As a learning solutions vendor, I’ve been asked this question countless times and have also encountered it in many an RFP. As Brinkerhoff explains in The Success Case Method , there is a simple logic to assessing impact. Three immutable laws drive this method of evaluation. In his blog post , “Stop Evaluating Training!”, Amit Garg summarizes a presentation that Robert O. Brinkerhoff gave at the Australian Institute of Training and Development conference in April.

How to get the most out of your instructional designer

Spark Your Interest

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. Your instructional designer can help you not only filter the content, but also working with the audience representatives shape the delivery method, the sequencing, and other aspects around how the instruction is delivered or accessed. (or how to be a good “client”).

Association eLearning Book Helpful for Vendor-Client Relationship

Web Courseworks

Here are some additional reasons you should consider purchasing her book : Guidance on how to best deliver your content and methods to get it done at a budget. Tips to assist you in writing a more precise RFP. Ellen Behrens calls her new self-published book aLearning: A Trail Guide for Association eLearning.

Stop Evaluating Training!

Upside Learning

" As a learning solutions vendor, I’ve been asked this question countless times and have also encountered it in many an RFP. After the learning event: Evaluation of training effectiveness through the Success Case Evaluation Method® in which training use and non-use cases are analyzed. You can read more about The Advantage Way SM Process and The Success Case Evaluation Method here. "So how do you evaluate the success of eLearning that you create?"

Corporate Advisory Council Starts Today

Kapp Notes

On the second day students will present solutions to a mock Request for Proposals (RFP) while the CAC members evaluate their presentations and on the third day students will interview for internships and job opportunities. Here is a brief synopsis of the RFP the students will be answering this semester. The focus of the RFP is on developing training for call center representatives. Today marks the beginning of one of my favorite events of the year.

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Got LMS Implementation Questions? Ask a Learning Tech Analyst

Talented Learning

That’s one reason why we clarify buyer requirements in a formal RFP. The Tier 2 team is included only at key milestones such as RFP evaluation, demonstrations and proof of concept review. Methods for researching and defining use cases and requirements. When to issue an RFP (or not). Welcome back to our “Ask Me Anything” column!

Your LMS criteria can make or break your buying process – here’s how to win


Whether you’re planning or releasing an RFP , or establishing relationships with different sales teams, you’ll set yourself up to be successful after you narrow down your most important criterion.

Making The Jump Into eLearning

ICS Learning

While many larger companies have already transitioned into e-Learning and embrace it as a vital component of their overall training efforts, many mid-size and smaller companies have been waiting on the sidelines observing how the technology, methods, and costs evolve. These skills are primarily related to project management, the most important of which is the knowledge and skill necessary to prepare a good request for proposal (RFP).

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. Email is the preferred contact method.

How To Evaluate An LMS – Use Case Scenarios

Upside Learning

Even though you had a detailed RFP, the chances that the vendor skipped a few things are high as there are almost invariably time constraints in demos. As I said earlier, there are many ways to go about the evaluation but using Use Case Scenarios in your method would make it easier to evaluate and select the right LMS. If you are looking to purchase an LMS for the first time – you have begun on the right path.

Extended Enterprise LMS Buyers Companion – 2019 Edition

Talented Learning

Digital transformation consultant Daniel Newman weighs in… 11) Should you use an RFP when choosing an LMS? But here’s why you’ll probably want to use an RFP the next time you select a learning system… 12) Define your LMS requirements like a pro. Methods for researching and defining use cases and requirements. When to issue an RFP (or not).

7 Key Components Of The LMS Switching Process

Upside Learning

6.Use Case Scenario Demonstrations: While the above mentioned points will ensure that the search for the new LMS will be methodical and against a detailed set of requirements, an important piece in the process would be to stress on use case scenario demonstrations by the top 2 or 3 qualified LMS vendors. This will also eliminate the problems which arise if an LMS is bought only as per sales demos or mere RFP checklists.

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Cal State Online Plays Small Ball

Allison Rossett

Magical methods. Other than an extensive RFP process which will invite experienced providers into some aspects of the mix, few details are provided. Even before the RFP hits the street, the following entities will review it: Statewide Academic Senate, Executive Council, Faculty Senate Chairs, Presidents, Provosts, VPs Academic Affairs, CABO, ITAC, TSC, ATSC, ATAC, DAT, Deans of Extended Education, Directors of Distance Learning and the Commission on the Extended University.

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3 Reasons Curatr Doesn’t Have A Discussion Forum

HT2 Labs

As more organisations click on to the idea of taking a more social approach to digital learning, so we get more requests from potential users of our software to fill out feature check-lists that come alongside a Request For Proposal (RFP). Because Curatr is a method, as well as a tool. Curatr embodies a method, a way of teaching and learning, that you have to use in order to really ‘get’ Curatr. The catch is that, for this to work, you have to adopt our method.

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Cornerstone-Saba Acquisition: What Does it Mean for LMS Customers?

Talented Learning

Methods for researching and defining use cases and requirements. When to issue an RFP (or not). Have you heard the news? Last week – less than two months into 2020 – one of the biggest acquisitions in learning systems history was announced.

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Learning Ecosystems: How to add data sources & iterate [Guide]


In Visa’s case, they were in the process of implementing Pathgather as a new system, so they were able to require that Pathgather implement xAPI as part of the RFP. We recommend adding the following requirement to your RFP: Sends detailed data about learner interactions via xAPI to an external Learning Record Store (LRS) that passes the ADL conformance test suite. It’s common to use a mixture of methods to integrate different data sources.

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Virtual Learning: Rewriting the Playbook in Turbulent Times

Talented Learning

Methods for researching and defining use cases and requirements. When to issue an RFP (or not). Throw out your learning technology playbook. It’s time to write a new one. The Coronavirus is here and we’re all witnessing a plot twist of epic proportions. Isolation is the new norm and rapid change is everywhere. Naturally, we all feel uneasy (or worse) about the future. But how we respond is a mark of character.

Ultimate eLearning terms you should know: Part 2 (M-Z)


In eLearning, pedagogy involves selecting the best methods to convey information to learners. RFP (request for proposal ): Document prepared by organizations to help assess LMS vendors during a selection process. Last week, we decoded tongue-twisting eLearning terms from A-L. Today, I’ll complete the list by defining the true meaning of training, from ‘manifest’ to ‘white label’ Let’s dive into the language of learning!

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

Talented Learning

Methods for researching and defining use cases and requirements. When to issue an RFP (or not). We’ve all heard about today’s rapidly changing workforce dynamics and the critical shortage of qualified labor. Almost daily, new statistics highlight the need for effective skills training and professional development. In this environment, you’d think associations would be bursting at the seams with participants in member education programs.

Talented Learning’s Greatest Hits – 2019 Edition

Talented Learning

Methods for researching and defining use cases and requirements. When to issue an RFP (or not). It’s hard to believe another year has come and gone, let alone another decade! I’m not one to dwell on the past. But I do believe the past can inform the future.

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LMS Ghost stories – The truth will scare you

eLearning 24-7

There is no better way, then the try and true method of the use case study/situation. Seek additional resources before just either blasting a RFP out to everyone or picking up the phone, because you saw their name. And let’s go back to that RFP for a second. How many times have you sent a RFP out to someone only to realize afterwards, upon checking, that they are not in your vertical, your employee or business size, etc.? Everyone has hobbies.

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Free learning & development webinars for May 2017

Limestone Learning

This webinar introduces important skills that enhance your ability to be an effective and proficient communicator by showing you how to: Determine the best method of communication to fit the message being given. Becky Pike Pluth will share simple, creative methods to capture interest, lock in attention and communicate value clearly. This webinar will cover the need-to-know tips for writing a Moodle LMS RFP, and provide templated elements from which to work from.

Podcast 26: How to Extend Learning Content Availability – With Troy Gorostiza

Talented Learning

Methods for researching and defining use cases and requirements. When to issue an RFP (or not). WELCOME TO EPISODE 26 OF THE TALENTED LEARNING SHOW! To learn more about this podcast series or to see the full collection of episodes visit The Talented Learning Show main page. EPISODE 26 – TOPIC SUMMARY AND GUEST: Online learning has evolved so much over the years – it’s always eye-opening to talk with someone whose career has spanned all those phases.

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. If you’re a learning systems vendor , this scenario should sound familiar.

CAC Conference: Student Presentations

Kapp Notes

I teach a class called “Managing Multimedia Projects” in that class students are given an RFP for an e-learning based proposal and they have to develop a solution. They also included a dynamic method of adding member profile. This semester the idea came from an alumni, Chris Chappell who has created a site called MyBestDay.net. Four student teams are presenting this semester and are focused on Web 2.0 tools. His concept came from his memories of his best day.

Out with the old into the new LMS: Part 2

eLearning 24-7

Methods to find a new BFF LMS. Once you identify your LMS potentials, you can create a RFP or RFI with specific details you need and additional information on the company, etc. You identify the date you need them back by, who to contact at your company – which is you – for additional questions, and how they are to send back the RFP/RFI. This is part two, of the series – Out with the old LMS into the new. Please read part one, prior to reading part two.

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18 Top Learning Systems Trends to Watch in 2018

Talented Learning

Whatever methods you choose, you can now find ecommerce-oriented learning systems with all the functionality you need to launch and manage an online training business. #9 Using xAPI and other tracking methods, all of these interactions can be translated into course credit, leaderboard rankings, content recommendations, future assignments and improvement of learning content. #2 When and how to use an RFP (or not).

Continuing Education: Will You Sell More CEUs With an LMS?

Talented Learning

You should also identify specific content development standards and accreditation processes, content due dates, credit reporting windows, and methods of obtaining, tracking and verifying credits as they accumulate. It’s wise to map out all the interrelated parts of your CE selling process and use as the foundation for your LMS requirements and eventual RFP. Continuing education is a big business.

Top 100 eLearning Items

Tony Karrer

LMS RFP The Nature of Online Collaboration Connectivism and the modern learner Nursing Simulation in Second Life eLearning Course or Online Demo - which is better? Using eLearning Learning , I thought it would be interesting to go look what it thinks are some of the top items of all time. Learning 2.0 - The Things How we read online. -

Learning System Vendors Support Ratings

eLearning 24-7

While I have conducted random sampling (as you would have with any polls out there), and data collection as part of my LMS RFP Template (New version now out), I believe it needs to be expanded. And what is/are your methods of communication? Telling me you have a “Focus Group” as your only method, is uh, not good. If you are like me, the importance of training should be paramount.

LMS Selection Roulette: Who Can You Trust?

Talented Learning

If your approach is methodical and coherent, it’s easy to get budget authorization. With your requirements and usage patterns in hand, identifying qualified vendors moves from a popularity contest to a methodical selection process. When and how to use an RFP (or not). It happens at least once a week. I bump into LinkedIn posts from learning professionals who are overwhelmed by LMS challenges.

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