Milestones in a Learning Management Software Implementation

Learning Management Software is used for the administration, documentation, tracking, reporting, automation and delivery of educational courses, training programs, or learning and development programs. Learning Management Software Implementation can be challenging and following are some of the key milestones to track in a learning management software implementation.

• Review/Revise Organizational Structure
• Establish Training Catalog
• Establish Qualifications Catalog
• Identify and Map Additional Training Master Data
• Establish Requirements Profiles per Job/Position
• Establish Qualifications Profiles per Employee
• Define Business Processes
• Import and Map Customer Content
• Identify Content Providers and Map Content
• Identify Audit Needs
• Determine Reporting Needs and meet Reporting Gaps

Milestone: Review/Revise Organizational Structure

1. Review organizational units
   1. Do they meet reporting needs from a training and certifications standpoint?
   2. Do they meet cost allocation needs?
   3. Should they be considered to meet additional authorization needs?
   4. If the chief relationship is used to handle supervisory relationships, does it meet reporting/notification needs?
2. Review current job processes and master data
   1. Are jobs currently representing groupings of employees who have similar tasks/certification/training requirements?
   2. Do jobs currently have requirements profiles? If so, do these profiles easily lend themselves to determining employee training needs?
   3. Is it feasible to use current jobs to push mandatory/suggested courses to groups of employees?
3. Review current position processes and master data
   1. If jobs are not defined to the detail needed to push recommended/required training to employees, will positions meet those needs?
   2. Is there a position control process in place that makes it feasible to: use them to track additional requirements needs; push mandatory/suggested courses to groups of employees?
   3. If supervisory relationships are handled via position to position reporting, does current configuration meet reporting/notification needs?
4. Determine if any elements of the organizational structure should be reengineered to meet your LMS needs

Milestone Review Revise Organizational Structure

Milestone: Establish Training Catalog

1. Identify subject/domain breakdowns
2. Identify current (active) courses
3. Identify current (active) curriculums
4. Map courses to curriculums, including allowed substitutions
5. Map courses/curriculums to subject/domains

Milestone: Establish Qualifications Catalog

1. Identify qualifications (certifications/objectives/skills/job requirements/training achievements) that are to be tracked in your company
2. Identify any qualifications that expire or require regular re-certification
3. Identify the scales you use to evaluate qualifications. Map scales to the appropriate qualifications.
4. Group qualifications together by type/subject and scale. All qualifications in a grouping must have the same scale.
5. Map those qualifications that can be achieved through training to the appropriate courses identified above
6. Identify any other data that must be stored at the qualifications level

Milestone: Identify and Map Additional Training Master Data

1. Identify and map the following per course:
   1. Course description, additional notes and information Instructors
   2. Required resources
   3. Materials (other than content)
   4. Prerequisites
   5. Skills or imparted certifications/qualifications
   6. Course owner
   7. Minimum, ideal and maximum capacity per Instructor Led classes
   8. Schedule if Instructor Led Training (identify both a regular and alternative if appropriate)
   9. Alternative schedule if Instructor Led Training
   10. Suggested timing for Web Based Training
   11. Prices (internal for employees and external for customers)
2. Identify rooms used for Instructor Led Training
3. Identify any equipment to be tracked within each room
4. Identify the buildings (address; phone; fax; etc.) information for each room identified above
5. Group buildings together into generic locations

Milestone: Establish Requirements Profiles per Job/Position

Milestone: Establish Qualifications Profiles per Employee

Milestone: Define Business Processes

1. Define course management process
2. Define daily administrative functions processes:
   1. Class administration
   2. Booking
   3. Pre-booking
   4. Canceling
   5. Fee handling
   6. Planning
   7. Notifications (non-workflow related)
3. Define qualification catalog management process
4. Define job/position profile management process
5. Define authoring tool processes
6. Define content management processes
7. Define Portal user processes
8. Define E-Signature processes
9. Define managerial user processes
10. Identify and define additional business required processes

Milestone Define Business Processes

Milestone: Import and Map Customer Content

1. Identify current content and map to courses in catalog
2. Import content in Content Management tool

Milestone: Identify Content Providers and Map Content

1. Identify current content providers and identify if they will host content or if you will import content
2. Identify whether content providers are current Learning Solution partners
3. Map content providers’ content to courses in catalog

Milestone: Identify Audit Needs

1. Review business processes and identify those areas that require audit trail
2. Identify standard reasons for each business process

Milestone: Determine Reporting Needs and meet Reporting Gaps

1. Gather listing of required reports
2. Review delivered reports
3. Identify gaps and prioritize