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The Roses and Thorns of an LMS Strategy: How to Flourish with the Right LMS

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The Roses and Thorns of an LMS Strategy: How to Flourish with the Right LMS

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The new normal is now becoming a little less new, and a little more normal. Is your current LMS strategy in need of a refresh? Join Amanda Davis and Liam O’Malley to learn how to navigate the selection process from beginning to end so that your organization and eLearning content can truly flourish.

The new normal is now becoming a little less new, and a little more normal. Is your current LMS strategy in need of a refresh? Join Amanda Davis and Liam O’Malley to learn how to navigate the selection process from beginning to end so that your organization and eLearning content can truly flourish.

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The Roses and Thorns of an LMS Strategy: How to Flourish with the Right LMS

  1. 1. © Blue Sky eLearn. All rights reserved. TheRosesandThornsofan LMSStrategy:Howto FlourishwiththeRightLMS November 16th, 2022 12:30 PM PT | 3:30 PM ET | 7:30 PM GMT Amanda Davis Chief Experience Officer Liam O'Malley VP, Association Solutions Tara Dwyer Webinar Coordinator
  2. 2. © Blue Sky eLearn. All rights reserved. BlueSkyeLearnisaneLearningexperienceandvirtualevent company thathasbeenhelpingorganizationsofallsizesadvancethecareersof professionalsforover20years.We drivelifelonglearningthroughour comprehensivesuiteofsolutionscenteredaroundouraward-winning learningmanagement system, PathLMS™. To learnmoreabouthowBlueSkyeLearncanhelpyourorganization, visitBlueSkyeLearn.com.
  3. 3. © Blue Sky eLearn. All rights reserved. © Blue Sky eLearn. All rights reserved. TO USE YOUR COMPUTER'S AUDIO: Whenthe webinarbegins, youwill be connected to audiousing yourcomputer's microphone andspeakers (VoIP).A headset is recommended. TO USE YOUR TELEPHONE: Youmust select "Use Telephone"after joiningand call inusing the numbers below. United States: +1 (415) 655-0060 Access Code:716-871-933 AudioPIN:Shownafter joiningthe webinar ClickontheQuestionspanelto interact withthepresenters!
  4. 4. © Blue Sky eLearn. All rights reserved. © Blue Sky eLearn. All rights reserved. “The optimist sees the rose and not its thorns; the pessimist stares at the thorns, oblivious to the rose.” - K A H L I L G I B R A N B L U E S K Y E L E A R N
  5. 5. © Blue Sky eLearn. All rights reserved. B L U E S K Y E L E A R N 1. Technology Lifecycle 2. Audit 3. Selection 4. Implementation 5. Integration 6. Launching 7. Effective Marketing & Monetization Agenda
  6. 6. © Blue Sky eLearn. All rights reserved. © Blue Sky eLearn. All rights reserved. B L U E S K Y E L E A R N Technology Lifecycle Evergreen Process Evaluate Audit Selection Implementation Integration Launch
  7. 7. © Blue Sky eLearn. All rights reserved. © Blue Sky eLearn. All rights reserved. B L U E S K Y E L E A R N Evaluation & Audit What’s Working • Do you already have an LMS, or are you using alternate tools to meet traditional LMS use cases? • Are you happy with your LMS functionality, support, services, and improvements? • Is it widely adopted by your staff as well as your members/customers/learners? What’s Not Working • Do you need to launch your first LMS, or do you have one that’s gathering dust? • Was it implemented well and it’s the wrong product, or you could re- implement the same platform? • Is the problem the technology, or the people? Are you stuck with outdated business rules and processes? Is the board getting in the way?
  8. 8. © Blue Sky eLearn. All rights reserved. © Blue Sky eLearn. All rights reserved. B L U E S K Y E L E A R N Selection Pick me! Pick me! Pick me! • Identify & Clarify Objectives • Identify Needs & Requirements • Short-List Vendors • Develop RFP • Review & Score Responses • Conduct Demos • Select & Negotiate
  9. 9. © Blue Sky eLearn. All rights reserved. B L U E S K Y E L E A R N Selection Is your current LMS strategy in need of a refresh? t R O S E S What’s your WHY for this journey? Does your WHY align with the process? How can I overhaul my educational strategy? What about Risk Management? t T H O R N S How do I select the appropriate technology vendor? Do they know my space? Can I trust these people? What about technology consolidation? What does that even mean?
  10. 10. © Blue Sky eLearn. All rights reserved. © Blue Sky eLearn. All rights reserved. B L U E S K Y E L E A R N Implementation Be prepared! It doesn’t have to be so hard ROSES • How do I begin to prepare? • What are the considerations? Staffing, resources, preparation • Build buy-in from stakeholders THORNS • Implementation is a partnership • Content: Do I have what I need, and does it differentiate us?
  11. 11. © Blue Sky eLearn. All rights reserved. B L U E S K Y E L E A R N Implementation What is the plan? t E X P E C TAT I O N S What should I expect during implementation? Know that it will always take longer than intended! Set expectations with your leadership early and give yourself a cushion. t P L A N A H E A D How can I set my team up for maximum success? How can I plan ahead to get the most from my implementation experience? Get your content in order!
  12. 12. © Blue Sky eLearn. All rights reserved. © Blue Sky eLearn. All rights reserved. B L U E S K Y E L E A R N Integration The scary and unknown ROSES • The value of integration • What should be integrated and how? • What data should go in which direction? • Find a technology partner who knows your ecosystem THORNS • Get referrals • How many times have you integrated with this system? • Ask if the LMS company has an internal integration team? • What does integration support and upgrades look like? • Consider costs from both sides
  13. 13. © Blue Sky eLearn. All rights reserved. "Sure, we can integrate with that. No problem." B L U E S K Y E L E A R N Integration The scary and unknown
  14. 14. © Blue Sky eLearn. All rights reserved. © Blue Sky eLearn. All rights reserved. B L U E S K Y E L E A R N Launching Ready. Set. Launch! ROSES • What does launch mean to you or to your organization? • Define a successful launch early in the process • Where does your relationship with the technology partner go from here? Will they be there for you? THORNS • Soft/quiet launch • Launching in phases • Launching now… integrating later • Moving programs across platforms • New strategy with launch • New content with launch
  15. 15. © Blue Sky eLearn. All rights reserved. © Blue Sky eLearn. All rights reserved. Marketing & Monetization Considerations t M A R K E T I N G P L A N A U D I E N C E M O N E T I Z AT I O N & R E L E V A N C Y B L U E S K Y E L E A R N What is your marketing plan? How are you getting in front of them? How will they know? Considering incentives or special pricing? Are you leveraging or integrating with a marketing platform? Who are your customers/learners? What are their personas? What content do you have from them? What will the learner do after they complete a learning experience? Listen to your community Are there new audiences to consider? Micro-credentialing Upskilling What is popular or necessary in your industry? Build new content Selling content in bundles or using coupon codes
  16. 16. © Blue Sky eLearn. All rights reserved. Q&A Chief ExperienceOfficer Blue Sky eLearn Amanda Davis /in/adaviscmp/ @blueskyelearn blueskyelearn.com Liam O'Malley, CAE, PMP VP, AssociationSolutions Blue Sky eLearn /in/liamomalley/ @blueskyelearn blueskyelearn.com Tara Dwyer Webinar Coordinator eLearningLearning /in/dwyertara/ elearninglearning.com

Notas del editor

  • Agenda
  • Polling Question 1:
    Which phase of the technology lifecycle are you in right now?
    Evaluate
    Audit
    Selection
    Implementation
    Integration
    Launch
  • ROSES
    Fledgling education program ready to move to an LMS – obvious situations in which embarking on this journey is appropriate


    THORNS
    Times in which it might be right to say goodbye to your current provider (no new dev, unsupported, bugs everywhere, legacy platform, etc – hit on consolidation here)
    Scenarios in which maybe you could re-implement (staff turnover, no ownership, well-rated platform but not widely adopted, etc)
  • Pick me Pick me Pick me: https://giphy.com/gifs/fallontonight-me-pick-ill-do-it-tufvkGE60ZuNEwpB3v

    Love me… Love me not: https://giphy.com/gifs/Friends-season-1-friends-tv-the-one-with-two-parts-part-2-Kau9HDsfOQClgQLjWV

    Or change header
    https://giphy.com/gifs/bigblueboo-loop-fractal-gears-5xtDarBFszThqQF1o6A

    https://giphy.com/gifs/reaction-cute-fashion-3oipPTHYlTpCw8oBBy


    ROSES (widely applicable tips – almost everyone should always do this in all situations)
    ID objectives
    Requirements
    Conduct demos
    Select and negotiate

    THORNS (the hot takes)
    Short list vendors (how to do this – existing technology partners, referrals, research similar orgs like your competition)
    Develop RFP and scoring responses (lots of controversial things to say on this)

  • ROSES:
    By now you should thoroughly understand your WHY for this journey.

    Make sure your WHY is aligned with the process. Again is it the platform that is the problem or is it your educational strategy? Will finding a new platform only enable you to re-create the same old mistakes with a flashier homepage?
    - relationships metaphor

    If it’s the latter, how can you overhaul your educational strategy? <- don’t think we can go too far into this here but we can hit on some things for sure – understaffed, unsure, don’t know how to start.

    What about RISK MANAGEMENT?

    THORNS:
    What does it mean to select an appropriate technology vendor, and how important is it that they know your space? Association-friendly vendors with deep association client relationships will know your business the best, know your use cases, and will have a team of staff who can help you be successful even if there are some product compromises required.
    Technology consolidation in the association space and what that means for you.
  • https://giphy.com/gifs/reaction-mood-1irfi6MmcGGc751W16

    https://giphy.com/gifs/OneDayAtATime-poptv-pop-tv-odaat-f0CEUzRth02N91xeLg


    ROSES:
    How to prepare, staffing, resources, what’s needed – this should be part of your selection process
    Building buy-in from relevant stakeholders to commit to the time needed for the project to be successful, from start to finish (including marketing and launch!)



    THORNS:
    Implementation is a partnership, you cannot expect a successful implementation to be handled entirely by your selected technology partner. Depending on the nature of the project, some implementations can be pretty white glove, but you still have to be bought it and committed for success.


    Seed for LS&D content audit / scope & sequence / resources
  • How to dig in on implementation expectations during the selection process?
    How to plan ahead and anticipate project commitments
  • https://giphy.com/gifs/halloween-skeleton-gif-HxZ3prK9hIDsc

    ROSES:
    The value of integration
    What should be integrated and how?
    What data should go in which direction?
    Find a technology partner who knows your ecosystem

    THORNS:
    Get referrals – are past integration challenges due to your LMS or your AMS or other tool? Be realistic about possible AMS limitations (especially when it comes to support).
    Ask how many times they have integrated with your AMS – you don’t want to be the first. UNLESS you’re on a newer AMS, in which case you can learn more based on LMS experience integrated with new partners.
    INTERNAL INTEGRATION TEAMS – big differentiator – you don’t want yet another party liable for issues if things go south
    Integration support? Upgrades? What does this look like?
    Costs to consider – LMS & database side
  • A few words of caution about integrating with SF / MS and other common platforms? 

    Beware the quick yes. 
  • https://giphy.com/gifs/go-countdown-3-2-1-RiEW6mSQqjRiDy51MI

    https://giphy.com/gifs/archivesontario-vintage-countdown-3ohc0Y1TI0vawx60Sc

    https://giphy.com/gifs/l3vR3SBAQfItYeNcA


    ROSES:
    What does launch mean to you?
    Defining a successful launch (should be done early on, update if need be)
    What happens to your relationship with the technology partner here? Be sure you know


    THORNS:
    Soft/quiet launch? Launching in phases? Integrating later? Moving programs across platforms?
    New strategy launch, new content launch?
  • What is your marketing plan? Who are your customers? What are their personas? What content do you have for them, and how are you getting it in front of them? Can you leverage (integrate) with a marketing platform such as Marketo or Higher Logic?

    What do they do after they finish the course? How do you get them to take more?

    Non-traditional audiences \ know your competitive landscape

    Do you have a program that just… ends?

    Micro credentialing, upskilling, what’s popular in your industry? Listen to your community. Build new content. Most educational content really is not evergreen.

    Special pricing, selling content, bundling and coupon codes.

    New audiences, new customers, expanding beyond your membership – Teams, etc.

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