Dl11 612 bakerlindenberg

612

ABCs of Selecting and Implementing a LMS

Mike Baker & Stacy Lindenberg, First Citizens Bank

Nov 2 - 4, 2011 Las Vegas, NV

Page 1Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Citizens Bank

ABCs of Selecting and

Implementing a LMSABCs of Selecting &

Implementing an LMS

Mike Baker

Stacy Lindenberg

Who are you?

� Name, Company, Role in Organization

� Experience with Learning Management System

� What you’d like today



One Hour! Big Agenda!

• Assessment of Current State

• Vendor Selection

• Building a Business Case

• Gaining Organizational Buy in

• Budgeting

• Timeline

• Implementation

Assessment of Current State

• WHY?

• What happens if you do nothing?

• What’s the impact?



Current State

Vendor Selection



Building a Business Case

“The best way to predict the

future is to create it”

Getting Buy-in



Budgeting

Timeline



Implementing

Functionality/Features Standard Optional Not Available Yes-No/Explanation

Software as a Service (SaaS)/hosted delivery model

Methods of data exchanges and encryption supported

Is support in-house or contracted?

Help Desk support staff located in the U.S. and speak English as their

primary language.Is there a dedicated support person for administrator to ask "How To"

questions?Help Desk options available for administrators, SMEs and employees

(email, phone, text chat, fax, etc.)

System Training/Certification/User Group programs available

Password and user IDs determine secure authentication

Set authentication rules based on hard life time, idle life time and Single-

sign-on life time

Configurable security settings (password characteristics)

Automated system to help users who have forgotten passwords and user

IDs.

Login encryption/validation

Product Roadmap that benefits all customers

Based on Microsoft .NET and is database independent for flexibilty

System can integrate with HRIS/ERP systems using a Web services API

Ability to personalize and configure user interface and functionality (i.e.

modules on or off) per domain without vendor assistance

Built in wizards to guide administrator on difficult tasks

ADA Section 508 compliant

LMS built to support Extended Enterprise Training (training partners,

vendors, customers, etc.)Ability to easily create and manage the entry portal for extended

enterprise (open site) that allows unlimited number of pages without

vendor involvement.System is modular, allowing deployment of only required functionality

(turning on or off features and modules)System allows configuration of the navigation easily without vendor

involvement

Ability to easily create pages in the LMS that dynamically render content

based on the user viewing the page without vendor invovlement.

System allows addition of widget pages to allow customers to build a

page from a repository of widgets or build their own using a built-in

editor.System allows for specific pages and widgets to be dynamically displayed

based on user properties or group association.System allows administrators to add other web-based applications to the

LMS navigation.

Integrated LCMS functionality

Platform, Domains & Interface

Hosting & Support

Security Capabilities

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Analytics tools such as Knowledge Advisors

Document repository that accepts files, links to other web sites, or easily

creates web pages on the fly

Integration with virtual meeting/classroom tools such as WebEx

Integrated performance and talent management tools such as

SuccessFactorsSupport for heirarchical domains at the enterprise, subsidiary, business

unit, client or other defined levels

Support for multiple groups (business units) within the same domain

Manage interface branding themes and specify user settings

Provide different themes to multiple domains

Provide different themes to multiple groups

Ability to brand themes with single logos

Ability to brand one theme with multiple logos

Ability to create and manage text and branding of the login page

Ability to create splash pages that appear for users upon initial login or

next login to convey important notices.

Specify the colors in the user interface

Specify the layout of the user interface

Ability to modify/customize the user interface

User configurable home page/landing page

Configurable view to display learning activities to match your

organizations needs

Customizeable Contact Us page

Business rule definition configurable on a domain-by-domain basis

Restrict data users see to the group(s) they belong to

Restrict data users see to their subordinates

Single-sign-on functionality with third party tools

Workflow & Approval ProcessCreate a custom workflow and a custom approval form for student to

complete without intervention from vendorAbility to create multiple workflows and forms for different scenarios

requiring approvalAbility to create approval process for courses within the LMS catalog or

courses taken externallyApproval Manager module may be in use without affecting whether other

modules may or may not be used

Include custom user attribute as an automatic trigger for approval flow

Include values for course duration and cost as triggers for approval flow

Users belonging to specified groups can be prompted to go through the

approval process

Flexible approval process to allow multiple levels of approvals

Identify supervisors as approval level

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Identify specific individuals as approvers

Identify specific roles as approval levels

Ability to specify which fields are viewable, editable or required for each

level of the workflowAbility to fitler approval requests for approvers to just see the requests

submitted within their same group

Ability to manage certification requests

Enterprise Human Resources Integration (EHRI) fields are automatically

displayed when EHRI module is turned onSupport for Certifying Official Approver for EHRI (federal government

requirement)

User FeaturesAllow users to pick their own theme

A calendar view for different roles to easily access ILT events with the

ability for user to select a specific view (day/week/year).

Ability to restrict what a user can edit in his/her profile down to the

individual field level

Forgotten password/change password automated responses

Configurable amount of access to change profile information

Change user name and password

Ability to view dashboard data, regardless of role (Learner, Supervisor

and Administrator)

Access eHelp (search for topic/context sensitive)

Plug-in Installation Center (that may be required for certain courses)

Ability to toggle between role types while remaining logged in

Ability to view and manage short-cuts

Ability for users to select specific language

Request permission to waive a prerequisite

Filter views of learning plan (i.e. by training type)

User ManagementConfigurable permissions/roles - Create and manage new

roles/permissions

Create, change and view user information/profile

Copy an existing role

Ability to assign multiple roles to one user account

Create custom fields in user profiles without intervention from vendor

Configurable standard and custom user fields in user profile screens

Configurable standard user fields and custom user fields in and account

request forms

Advanced search includes custom user fields

Ability to create (or batch upload) new users

Ability to automatically assign users to groups based on user proile

attributes

Web services API to allow user data to be imported real-time

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Ability to create and manage user groups

User can belong to multiple user groups

User can belong to multiple domains

Set/change user status (i.e. active/inactive/deleted)

Define student to supervisor relationship

Designate/change a user's supervisor

Ability for a new learner to request an account with approval

Ability for a new learner to create an account without approval

Configurable account request form that allows you to specify what data is

important to your organizationSecure account request form that includes a visual capture device

(CAPTCHA) to prevent spamming

Enroll users in courses (individual, groups/batch)

Ability to view user site activity, including dates, times and pages.

Learning Content Creation & ManagementSCORM 2004 compliant

SCORM 1.2 compliant

AICC compliant

Support for online training, instructor-led training, virtual classroom and

informal learning objects (such as on-the-job training) to be assigned

and tracked by the LMSAllow administrator to select option for learner to mark a user defined

training object as complete

Has ability to integrate with thousands of courses from any vendor or

custom content built by a client that follow AICC or SCORM standards

Pre-integrated with thousands of courses from multiple vendors

Mass registration for multiple learners to one course

Utility to upload SCORM or AICC custom content without vendor

assistance (course upload tool)

Interoperability with content that is NOT standards-compliant

Ability to add additional resources to any course

Manage course properties (CEUs, duration, test required, etc.)

Can disable a course without removing it from the LMS

Ability to set an expiration date for a linked learning object so that it no

longer links to any learning plansManage grade book by marking any learning object as complete or

incomplete and designate a grade

Learner can self-register for learning offerings

Learner can unregister from all learning offerings

Learner can self-enroll for ILT classes

Learner can unregister from instructor-led training

Ability to set prerequisites for courses

Ability to waive a prerequisite

Approve/deny a request to waive a prerequisite

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Create/edit an ILT/V-ILT and appropriate resources

System has built-in conflict management capability

Recorded V-ILTs are created as OLTs

Assign multiple instructors to a class and/or session

Assign resources at the session level

Ability to set (and override) the max students for a course at the session

level

Waitlist functionality (i.e. for a "full" ILT class)

Automatic waitlist functionality (user at top of waitlist is automatically

enrolled when a space opens up)

Ability to create private classes to prevent learners from self-enrolling

Ability to restrict management of individual classes beyond permissions

to specific groups or a set of users Ability to select from a repository of course certifcate templates for one

that fits your organization needsAbility to create custom course certificates that can be formatted to pull

system data

Ability to specify unique course certificates by group

Review/print a completion certificate (student accessible)

Access online resources (ie PDF instructor has posted for a course)

Enroll and cancel registrations for learning activities

Create/edit reason to drop students from learning activities

Registration with manager approval

Registration confirmation via email

Manage the waitlist and roster

Manage a registration request queue (approve/deny)

Courses can be grouped into curriculum and topic areas in the catalog

Ability to request/reserve (blockout) rooms, equipment and other ILT

resources

Create, modify and delete learning plan templates

Assign learning activities (single or bundle) to an entire domain

Assign learning activities (single or bundle) to specific groups

Assign learning activities (single or bundle) to specific users defined by

specific user attributesManually assign a learning plan to learners (individually/user

group/globally)

Automatically assign learning plans using profile and group criteria.

Edit a learning plan template (and auto-update for assigned users)

Edit the contents of a learning plan for all users

Create certification plans (compliance) or traditional plans (new hire

training)

Set due dates for entire plan completion

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Update due dates for plan completion for multiple students en mass

Configure learning plan completion requirements based on either number

of learning objects completed (all or specified subset) or based on

number of CEUs completed

Set auto-reminder email for assigned students / instructors / managers /

administrators regarding due date for entire learning plan

Require courses to be completed in a defined order

Recurrance for courses can be set automatically based on rules

Set auto-reminders for recurrances using rules

Assign learning activity due dates for employees

Certification tracking

Determine access window for recurrent plans to prevent learners from

falling out of compliance

Continuing Education Unit (CEU) tracking

Courses can be set to automatically renew on periodic basis (i.e. for

annual certification)

Built-in testing and survey creation tool

Tests and surveys that can be assigned to multiple learning objects (re-

used)

Ability to set passing scores for tests

Ability to require passing score on test to complete the course

Ability to automatically complete a course based on the learner passing

the test

Set how many times a test can be attempted

Select duration of test or make it unlimited

Tests can be auto-graded by system

Ability to edit tests after some learners have completed

Ability to remove or replace tests in a course

Ability to copy existing tests for easy creation/editing

Ability to edit surveys after some learners have completed

Ability to remove or replace surveys in a course

Ability to copy existing surveys for easy creation/editing

Web-based student notes feature (per course)

System has a repository for Resources such as PDF, PowerPoint,

Spreadhseets, etc. for users to access.These Resources can be restricted to a particular audience based on user

attribute or group association.

Ability to run Reports on user access to resources.

How much space is included for these Resources?

How much is additional space?

Search Features

Universal search functionality that searches all learner consumable items

such as courses, classes, resources, and bundles.

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Search interface is clean and easy to use - matches the most popular

search engine's design.Search functionality returns results in an easy to use combined results

view like the most widely used search engines.Search functionality filters results based on what the user has permission

to view/consume.

Basic and advanced search functionality for each module.

Advanced search includes custom fields

Catalog FeaturesSearchable course catalog

Configurable catalog that allows you to determine what type of

information to display for authenticated users

Public catalog (i.e., open site catalog) accessible through a webpage

Ability to support multiple catalogs based on audience (group

association, user profile attributes, even specified users) through catalog

access codes

Ability to change catalog offerings on the fly per audience

Ability to group or bundle courses together for easy enrollment

Ability to set a lifecycle or subscription period for a course or bundle in

the catalogManage terms / time frames when courses are available in the catalog

for learner enrollment

Catalog calendar to easily find and enroll in classes

Course catalog can be filtered by ILT properties (location, instructor,

etc.)

Add external courses to the main catalog

Catalog allows online resources to be selected by learners

Catalog has Featured Courses area

Catalog allows for learners to rate courses

Reporting CapabilitiesReal-time reporting

Ability to create dashboards with graphic interface.

Report can be run on demand through the LMS interface

Reports can be scheduled and emailed to any valid email address

Web-based reporting interface with results appearing in application

workspaceReport can be printed from application workspace without having to

export

Standard "out-of-the-box" reports

Ability to alter "out-of-the-box" reports.

Option to use filters for reports instead of having to create a new report

Custom reporting capabilities

Can report on all learning objects, including on-the-job training

Wizard-driven report creation (for custom/adhoc reports)

Ability to create drill down reports

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Ability to export report data

Report formats (browser view, .xls, .csv, .doc, .rtf, .pdf, etc.)

Report on domains seperately as individual business units or learning

audiences

Report is filterable by groups

Custom user fields are used in any report with user profile data

Sort a report by fields (i.e. alphabetically or chronological)

Pull reports for subordinates (but access is governed / flexible)

Ability to build a new report and share with other users

Report on learning plan progress across groups / globally

Student transcripts (viewable and printable)

Student certificates (e.g. for course or curriculum completion)

Review / print a transcript (student accessible) that contains courses

completed externallyData available via web services that can be used to integrate with other

systems

Communication & CollaborationAutomated reminder notices via email

Manage event communications by enabling or disabling as well as

recipients easily through user interace

Mass distribute communication to learners by domain

Edit and manage content of notification message

Ability to turn on or off notification events

Online access to course materials (e.g. supplemental material)

Fully integrated live webcasting and virtual meeting capabilities

Web-based calendaring and scheduling (integration with Outlook)

Ability to send emails to user's email address listed in their profile

Create and launch WebEx events

Identify multiple hosts per WebEx event

Automatic register/de-register notification via email

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Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Citizens Bank Page 1

Nov 2 - 4, 2011

Las Vegas, NV

Business Case-Current State

Problem/Opportunity Statement


Nov 2 - 4, 2011

Las Vegas, NV

Options/Benefits


Nov 2 - 4, 2011

Las Vegas, NV

Cost Estimates

Recommendation


Nov 2 - 4, 2011

Las Vegas, NV

Annual Cost Estimate

Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First

Citizens Bank

Page 1

Nov 2 - 4, 2011

Las Vegas, NV

Executive Project Committee Summary

Project

Business

Case

Options 1.

Cost

Summary

Benefits 1.

Recommendation Option

Timeline

Dl11 612 bakerlindenberg

Technology

Transcript of Dl11 612 bakerlindenberg