Take an Educated Approach to Developing an LMS Strategy

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Your Challenge

  • Organizations with departmentalized and siloed learning management systems have little visibility into the breadth and effectiveness of their training programs.
  • Administering, tracking, and reporting training are often conducted manually, creating a cumbersome process for HR.
  • In most cases, organizations treat their learning management systems as just another point solution in their HR landscape and fail to integrate learning into the talent lifecycle. 

Our Advice

Critical Insight

  • Right-size your LMS solution. Avoid under-investing or overbuying from the start. LMSs come in all shapes and sizes; don’t buy functions you don’t need. Identify your LMS use case from the start to focus your strategy and filter your needs. 
  • A disjointed and departmentalized approach to learning will inevitably fail. Ensure your LMS strategy is holistic through the necessary convergence of people, process, technology, and content. 

Impact and Result

  • Take a step back and create a business model that considers the learning needs of HR, IT, and the business. Strive for a holistic strategy and avoid compartmentalized efforts.
  • Understand your use case. Identify your organization’s goals and L&D objectives to choose the LMS use case that is most aligned with your learning needs.
  • Identify your solution alternatives across people, processes, technology, and content. Create a comprehensive roadmap, prioritizing initiatives and identifying dependencies.
  • Devise a plan for implementation. Effectively communicate changes and put mechanisms in place to ensure effective LMS governance.  

Take an Educated Approach to Developing an LMS Strategy

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should create an LMS strategy, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.


Visualize the project

Understand your current learning challenges as well as benefits and opportunities for LMS, then align your corporate objectives and L&D objectives with your LMS strategy.


Right-size the solution

Assess the current state and choose appropriate solutions across the four pillars of learning: content, people, technology, and process.


Finalize the strategy

Prioritize initiatives, create an actionable roadmap, and appropriately govern to the strategy.

Onsite Workshop

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Visualize the Project

The Purpose

  • Understand the importance of creating an LMS strategy before selecting a software solution.
  • Develop an LMS business model that identifies the drivers for LMS, as well as the project barriers and enablers.
  • Complete a project charter to gain buy-in, build a project team, and track project success.  

Key Benefits Achieved

  • A go/no-go decision on the project appropriateness
  • An understanding of the different project drivers
  • Project stakeholders identified
  • Project team created with defined roles and responsibilities
  • Finalized project charter to gain buy-in 



Identify LMS needs, barriers, and enablers.

  • Completed LMS business model


Align organizational goals and L&D goals with LMS objectives.

  • Strategy alignment between HR and the business


Decide on your LMS use case.

  • LMS use cases


Identify the right stakeholders for your project team.

  • Defined project roles and responsibilities

Module 2: Right-Size the Solution

The Purpose

  • Understand your current learning environment.
  • Elicit requirements from HR, IT, and the business.
  • Effectively assess solution alternatives to create a right-sized solution. 

Key Benefits Achieved

  • Requirements to strengthen the business case and inform the LMS strategy
  • A right-sized solution  



Take inventory of learning applications and their purpose.

  • Learning application inventory


Map the current LMS process.

  • Current-state process map


Conduct a learning content inventory audit.

  • Learning content inventory


Elicit requirements from learners, administrators, the L&D team, and management.

  • High-level LMS requirements


Create an LMS content strategy.

  • A content strategy


Analyze the results from the LMS Learner Survey.

  • Specific end-user needs and requirements


Determine KPIs and guiding principles for your LMS solution.

  • LMS KPIs and guiding principles


Determine LMS integration points.

  • LMS integration map

Module 3: Finalize the Strategy

The Purpose

  • Brainstorm and prioritize short-term and long-term LMS tasks.
  • Apply the appropriate amount of governance to the LMS strategy.

Key Benefits Achieved

  • LMS next steps
  • LMS governance considerations 



Brainstorm solution initiatives, prioritize initiatives, and identify dependencies.

  • Completed LMS roadmap


Create a communication plan to promote transparency.

  • Completed communication plan


Build a governance plan to ensure the necessary controls are in place prior to strategy execution.

  • Governance plan