A simple, guided way to evaluate, choose, and launch an LMS with confidence.
Choosing an LMS is a big decision. Get it right and learning scales. Get it wrong and adoption stalls, time is wasted, and budgets are questioned.
This short email series is designed to help you make that decision with clarity. No jargon. No sales noise. Just a clear path through the key stages of LMS evaluation, written for busy HR and L&D teams.
Our LMS Evaluation Playbook is an awesome resource and it’s totally FREE 👉
What to expect...
Over five short emails, we’ll walk you through the full LMS evaluation journey. Each email focuses on one phase and includes a set of relevant tools, from early planning and alignment through to selection, launch, and long-term success.
You’ll see what to think about, what to avoid, and where teams often get stuck.
Everything is practical and easy to apply. You can dip in, share it internally, or use it as a reference as your plans take shape.
Week 1: Analysis & Alignment
- Learning Content Inventory
- LMS Readiness Assessment
- What Contributes to LMS ROI
- LMS ROI Calculator
- Learning Technology Infrastructure and Terminology
- Sources of Information
- 5 Step Learning Strategy How-To-Guide
Week 2: LMS Selection & Purchasing
- How to Create Use Cases
- Potential LMS Use Cases
- Preliminary LMS Budget Contents
- Sample LMS RFP Template
- Questions to Ask LMS Vendors
- LMS Feature Requirements Checklist
Week 3: Planning & Implementation
- Setting Stakeholder Expectations
- Sample LMS Project Plan
- LMS Integration Checklist
- New Course Creation Tracker
- LMS Admin Roles & Access Levels
- LMS Admin Guides & Resources
- HR Checklist: Items to Discuss with HR
- Learner How-To Guides
- How to Run an LMS Pilot
- Launching a New LMS: Planning & Communication
Week 4: Extending the Reach of your LMS
- Creative Ways to Engage Learners
- Ideas on Where to Extend the Reach
Week 5: Maintaining & Upgrading your LMS
- Annual LMS Review & Maintenance Checklist
- LMS Migration Readiness Assessment
- Love & Hate LMS Features Checklist
Bonus extras...
At the end of the series, you’ll be invited to a one-to-one workshop. This is a private working session built around your organisation, your goals, and any questions you have from the toolkit.
During the workshop, we’ll calculate your LMS ROI, set up a branded demo environment tailored to your needs, and give you a clear view of how the platform would work from day one. It’s a chance to turn ideas into something real, without pressure.
As a thank you for taking part, workshop attendees receive a $500 discount on your first invoice and entry into our quarterly draw for a $150 Amazon voucher.
