Free resource
LMS requirements checklist
Work through these questions before building your learning platform. Print it, fill it in, and bring it to your consultation.
1 Goals & audience
- Who are your learners (students, trainees, employees)?
- How many learners in year one? In three years?
- What outcomes matter most (completion, certification, revenue)?
- Is training self-paced, instructor-led, or blended?
2 Courses & content
- How many courses at launch?
- Content types: video, PDF, slides, SCORM, live sessions?
- Do you need quizzes, assignments, or exams?
- Are certificates required on completion?
3 Users & roles
- Roles needed: student, instructor, admin, others?
- Self-registration or admin-managed enrollment?
- Do instructors need to create their own courses?
- Any approval workflows for enrollment?
4 Enrollment & payments
- Free, paid, or both?
- Online payment methods needed?
- Coupons, discounts, or bulk/organization enrollment?
- Do you issue invoices or receipts?
5 Branding & experience
- Custom branding (logo, colors, domain)?
- Mobile access for learners?
- Languages required?
- Accessibility requirements?
6 Reporting & operations
- What reports do you need (progress, scores, revenue)?
- Integrations (email, payments, school system, analytics)?
- Who maintains content after launch?
- Data backup and security expectations?
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Bring your completed checklist to a free consultation and we’ll map out your platform.