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Selecting a Learning
Management System

     Hiram Kuykendall, CTO
      hiramk@microassist.com
Change in Evaluation Philosophy


• Focus on business objectives
    – Do deeper first four evaluations
• It’s difficult to narrow based on basic
  feature lists like:
    – Wiki
    – Forums
    – SCORM Publishing
Key Distinguishing Features of an LMS


 1.   Competencies
 2.   Certification Tracking
 3.   Instructor-Led Training (blended)
 4.   Multiple Course Catalog
 5.   Public Training (external to organization)
 6.   Maintainability
      – Auto enrollment based on organization goals
      – Management at a non-IT, non-training
        department level
Evaluation Process


 1. Isolate key business objectives
 2. Associate objectives with
    potential features / solutions
 3. Review claimed LMS features list
 4. Go deep on evaluation of key
    features
Evaluation Process


 Moving away from generic feature lists


        Feature      We want a wiki.


                   We want to informally
    Organizational
                   capture employee
        Goal
                   knowledge.


 Moving toward answering organizational goals
Case Study


 • Organization with ~ 300 staff members
 • 5 training support staff members
 • Had mature instructor-led training program
 • Research focused primarily on
   development tools (Articulate, Lectora,
   Captivate…)
 • Little IT support
Case Study: Top Three Organizational Requirements




                       1. Cost


             2. Maintainability


              3. Competencies
Case Study: Top Three Organizational Requirements




                       1. Cost


             2. Maintainability


              3. Competencies
Case Study: Top Three Organizational Requirements




                       1. Cost

             2. Maintainability


              3. Competencies
Case Study: Top Three Organizational Requirements




                       1. Cost

             2. Maintainability


              3. Competencies
Case Study: Business Objective Breakdown


 • Maintenance
    – Automated enrollment (few staff)
    – No IT staff
 • Competency
    – Groups exhibit skill set before deployment
        • Composed of one or more courses
        • Some groups could choose from multiple courses
    – Groups recertified on skill set annually
    – Streamline – mandatory courses as E-Learning
Competency Domains




Skills Capability

Relates to ability to do
Physical domain


Knowledge
                            Competency
                                           Deliver
                                         Business objectives
Relates to information
Physical domain


Attitude

Relates to qualitative aspects
Personal characteristics
Case Study: Competency Model

Business Need:
Ensure developers understand application
development procedures and don’t
• Waste time reworking code that didn’t follow standards
• Waste time in QA process with developed interfaces that
  didn’t follow the standards

Role: Developer
Competency: Required to demonstrate app dev skills in
              PHP and MySQL
Competency: Retake the course every 12 months
Case Study: Competency Model




    Individual                 Competency: App Dev Procedures
                                Auto Enroll
                                Time: 12 months

                               Course 1: PHP App Dev
                               Course 2: MySQL Admin
Case Study: Evaluation Strategy



First Round Evaluation
 Go deep on high value business objectives:
 competency, maintainability


Second Round Evaluation
 Evaluate prioritized feature set
Case Study: Docebo

                                                      Texas Department of Widgets


           HR / Accounting                IT                    Training              Region 1              Region 2             Region 3
           Fiscal Code: 100        Fiscal Code: 200         Fiscal Code: 300      Fiscal Code: 400      Fiscal Code: 500     Fiscal Code: 600



               Sonya William          Sequel Smith             Joe Candlestick       John Doe              Sanjay Ortega        Jane Smith
               HR / Accounting        Supervisor               Supervisor            Regional Manager      Regional Manger      Regional Manager

                                      Ann Row                  Jack Benimble         Ella Doe              EJ Hogg              Marc Jones
                                      Developer                Regional Trainer      Case Worker           Case Worker          Case Worker

                                      Ima Coder                Jan Bequick           Margret Doe           Noah Moore           Leslie Mills
                                      Developer                Regional Trainer      Case Worker           Case Worker          Case Worker




                                     Role: Developer


  Enrollment Option 2:
       Automated
     (Arow, Icoder)                           Associate Role to Competency:
                                              Min Score: 80,
                                              Expiration: 1 year

                                                                                      Courses
                                     Competency:
                                 Organization Application
                                  Developer Procedures                                     PHP Application
                                                                                           Development                                  Certificates
                                                                                           Credits: 10
                                                                                           Competency: 40

                                                                                            MySQL
   Enrollment Rules                                                                         Administration
    Role, Course                                                                            Credits: 10
                                                                                            Competency: 40
Case Study: Competency Model




    Role: Developer 2




  Role: Developer 1                 Competency: App Dev Procedures



                      Auto Enroll           Course 1: PHP App Dev
                                            Course 2: MySQL Admin
Case Study: Additional Considerations


 IT staff unavailable
     – Look to external hosting

 ILT staff dedicated to material development
     – Quick ramp up on LMS
     – Assistance with course design

 Reports
     – Native reports not detailed enough
     – Create custom reports

 Accessibility
     – LMS
     – Training materials
Awesome! Everyone’s on board!




              Hiram Kuykendall
              hiramk@microassist.com
              Chief Technology Officer

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Selecting a Learning Management System

  • 1. Selecting a Learning Management System Hiram Kuykendall, CTO hiramk@microassist.com
  • 2. Change in Evaluation Philosophy • Focus on business objectives – Do deeper first four evaluations • It’s difficult to narrow based on basic feature lists like: – Wiki – Forums – SCORM Publishing
  • 3. Key Distinguishing Features of an LMS 1. Competencies 2. Certification Tracking 3. Instructor-Led Training (blended) 4. Multiple Course Catalog 5. Public Training (external to organization) 6. Maintainability – Auto enrollment based on organization goals – Management at a non-IT, non-training department level
  • 4. Evaluation Process 1. Isolate key business objectives 2. Associate objectives with potential features / solutions 3. Review claimed LMS features list 4. Go deep on evaluation of key features
  • 5. Evaluation Process Moving away from generic feature lists Feature We want a wiki. We want to informally Organizational capture employee Goal knowledge. Moving toward answering organizational goals
  • 6. Case Study • Organization with ~ 300 staff members • 5 training support staff members • Had mature instructor-led training program • Research focused primarily on development tools (Articulate, Lectora, Captivate…) • Little IT support
  • 7. Case Study: Top Three Organizational Requirements 1. Cost 2. Maintainability 3. Competencies
  • 8. Case Study: Top Three Organizational Requirements 1. Cost 2. Maintainability 3. Competencies
  • 9. Case Study: Top Three Organizational Requirements 1. Cost 2. Maintainability 3. Competencies
  • 10. Case Study: Top Three Organizational Requirements 1. Cost 2. Maintainability 3. Competencies
  • 11. Case Study: Business Objective Breakdown • Maintenance – Automated enrollment (few staff) – No IT staff • Competency – Groups exhibit skill set before deployment • Composed of one or more courses • Some groups could choose from multiple courses – Groups recertified on skill set annually – Streamline – mandatory courses as E-Learning
  • 12. Competency Domains Skills Capability Relates to ability to do Physical domain Knowledge Competency Deliver Business objectives Relates to information Physical domain Attitude Relates to qualitative aspects Personal characteristics
  • 13. Case Study: Competency Model Business Need: Ensure developers understand application development procedures and don’t • Waste time reworking code that didn’t follow standards • Waste time in QA process with developed interfaces that didn’t follow the standards Role: Developer Competency: Required to demonstrate app dev skills in PHP and MySQL Competency: Retake the course every 12 months
  • 14. Case Study: Competency Model Individual Competency: App Dev Procedures Auto Enroll Time: 12 months Course 1: PHP App Dev Course 2: MySQL Admin
  • 15. Case Study: Evaluation Strategy First Round Evaluation Go deep on high value business objectives: competency, maintainability Second Round Evaluation Evaluate prioritized feature set
  • 16. Case Study: Docebo Texas Department of Widgets HR / Accounting IT Training Region 1 Region 2 Region 3 Fiscal Code: 100 Fiscal Code: 200 Fiscal Code: 300 Fiscal Code: 400 Fiscal Code: 500 Fiscal Code: 600 Sonya William Sequel Smith Joe Candlestick John Doe Sanjay Ortega Jane Smith HR / Accounting Supervisor Supervisor Regional Manager Regional Manger Regional Manager Ann Row Jack Benimble Ella Doe EJ Hogg Marc Jones Developer Regional Trainer Case Worker Case Worker Case Worker Ima Coder Jan Bequick Margret Doe Noah Moore Leslie Mills Developer Regional Trainer Case Worker Case Worker Case Worker Role: Developer Enrollment Option 2: Automated (Arow, Icoder) Associate Role to Competency: Min Score: 80, Expiration: 1 year Courses Competency: Organization Application Developer Procedures PHP Application Development Certificates Credits: 10 Competency: 40 MySQL Enrollment Rules Administration Role, Course Credits: 10 Competency: 40
  • 17. Case Study: Competency Model Role: Developer 2 Role: Developer 1 Competency: App Dev Procedures Auto Enroll Course 1: PHP App Dev Course 2: MySQL Admin
  • 18. Case Study: Additional Considerations IT staff unavailable – Look to external hosting ILT staff dedicated to material development – Quick ramp up on LMS – Assistance with course design Reports – Native reports not detailed enough – Create custom reports Accessibility – LMS – Training materials
  • 19. Awesome! Everyone’s on board! Hiram Kuykendall hiramk@microassist.com Chief Technology Officer