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Take an Educated Approach to Developing a Learning Management System Strategy

Build an LMS strategy based on corporate objectives and Learning & Development goals by considering the four pillars: content, people, process, and technology.

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  • Alec Ballantyne, Greater Toronto Airports Authority (GTAA)
  • Leah Craig, Greater Toronto Airports Authority (GTAA)
  • Jim Tom, Public Health Ontario (PHO)
  • Cathy Chae, Public Health Ontario (PHO)
  • Matt Whitehead, Online Learning Enterprises
  • Lyndsay Massey-Groel, Toronto 2015 Pan Am Games
  • Lynn DiBonaventura, Teleflex Medical Canada
  • Nigel Fortlage, GHY International, CIO Association of Canada (Manitoba Chapter)
  • Vivian Yap, Ontario College of Teachers
  • Anonymous, Government Industry
  • Anonymous, CPG Industry
  • Anonymous, Commercial Real Estate Consulting Industry
  • Anonymous, Information Technology Industry

Your Challenge

  • Organizations often have difficulty with increasing internal course participation, measuring training effectiveness, and increasing training accessibility. Processes are often manual, resulting in wasted time, resources, and a lack of traceability and visibility between departments.

Our Advice

Critical Insight

  • Right-size your LMS solution. Avoid underinvesting 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 you have a holistic LMS strategy through the necessary convergence of people, process, technology, and content.

Impact and Result

  • A strong learning and development strategy that leverages a learning management solution will increase L&D efficiencies, develop in-house talent, and provide a competitive advantage to organizations.
  • Take a step back and create a business model that considers the learning needs of HR, IT, and the broader 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.

Research & Tools

1. 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.

2. Right-size the solution

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

3. Finalize the strategy

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

Guided Implementations

This guided implementation is a six call advisory process.

Guided Implementation #1 - Visualize the project

Call #1 - Establish a vision for your LMS strategy project.
Call #2 - Structure the project. Identify your project team and create a project charter.

Guided Implementation #2 - Right-size the solution

Call #1 - Solicit LMS requirements from the right people in your organization.
Call #2 - Use your findings to provide insight into your solution.

Guided Implementation #3 - Finalize the strategy

Call #1 - Prioritize roadmap initiatives. Identify dependencies between people, process, technology, and content tasks.
Call #2 - Create a governance plan and consider strategies for communicating changes and selling the strategy to the business.

Onsite Workshop

Discuss This 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: Create the Project Vision

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.
  • Understand your current learning environment.

Key Benefits Achieved

  • A go/no-go decision on the project appropriateness
  • An understanding of the different project drivers




Review strategic objectives and set goals for your LMS strategy.


Complete the LMS business model.

  • LMS business model

Decide on your LMS use case.


Map the current LMS process.

  • Current state map
  • Learning content inventory
  • High-level LMS requirements

Module 2: Evaluate the Solution

The Purpose

  • Elicit requirements from HR, IT, and the business.

Key Benefits Achieved

  • Requirements to strengthen the business case and inform the LMS strategy




Create an LMS content strategy.

  • Content strategy

Analyze LMS strategy user survey results.


Identify process owners and content owners.


Determine metrics and guiding principles.

  • Defined process owners, metrics, and guiding principles
  • High-level user requirements

Determine LMS integration points.

Module 3: Create a Roadmap and Implementation Plan

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.

  • LMS strategy roadmap

Create a communication plan to promote transparency and manage change.

  • Communication plan

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

  • Governance plan
  • Stakeholder presentation