Choosing the right training management tool can be a daunting task for many managers.  In addition to this brief overview, we strongly recommend you review our Guide to Selecting a Learning / Training Management System. Simply fill out our contact form and we will e-mail the Guide to you with no obligation.

1. Define the overall strategy for your learning organization.
   Your solution should be a good bridge between your overall business model and the delivery of your content.
   
   
2. Document your requirements.
   Once you have clarified your strategy, identify what resources and technologies are needed to imiplement the strategy. Determine whether you want your solution to be hosted or installed. Hosted solutions offer distinct benefits.
   
   
3. Create and validate your budget.
   Your budget, when matched with your requirements document, plays a significant role in acquisition process. Vendors will appreciate your being up front about your budget, even though there will always be negotiation over the final feature set and price structure.  Be sure to include initial acquisition, data conversion, initial training for staff, and support/services costs.
   
   
4. Research potential vendors.
   Once you have defined your requirements, begin your research.  Identify vendors that provide specific features you determined were of a high priority.
   
   
5. Prepare a Request For Proposal (RFP)
   Writing an RFP or other type of quote document can be challenging.  The RFP should accurately reflect your needs in the following areas:  business needs (contract terms, pricing, etc.), technical / infrastructure requirements, product requirements, and implementation timetable/criteria.
   
   
6. Review submitted proposals.
   Create a group to review the submissions. Establish an objective rating system focused on the things that are important to your strategy, requirements, and budget. Stay focused on the requirements you establish. Narrow the submissions down to a "short list" of vendors that meet your critical requirements, including budget.
   
   
7. Schedule meetings and demonstrations.
   Once you've identified your "short list, develop a list of follow-up questions for each vendor.  Schedule meetings between key personnel and the vendor; include others in a product demonstration if appropriate. 
   
   
8. Make a selection.
   Once you have received feedback from your meetings and demonstrations, identify your leading candidate. Ensure any outstanding issues are cleared up. Always have a backup or contingency plan, as well. For more information on what to do after you've selected a vendor, check out Implementing Your Solution.