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A Guide for Planning Communications During LMS Selection, Implementation and Beyond
Created by WCET’s Common Interest Group on the Ownership and Evaluation of LMS Solutions, 2010
WICHE Cooperative for Educational Technologies (WCET) www.wcet.wiche.edu
Steps 
Communicators
Strategic
Planning
Decision to
Procure/
Upgrade
RFP and
Vendor
Evaluation
Vendor
Selection
Procurement
Process
Fit/Gap
Analysis
Design Development
and Training
Deployment Support Assessment
Change? When? Who? What? Why? How? Sustain?
Executive/ Steering
Committee
Initiate overall
direction, for
selection,
frequency of
change, etc.
Set direction for
procurement,
mandates,
purchasing
process, etc.
RFP shepherding oversee RFP,
Legal, other
issues
provide funding
sources and
communicate
change
ultimately
resolve business
process changes
vs. customization
issues
approval to
confirm results of
Fit/Gap analysis
upward project
communication
provide high-
level support to
resolve issues –
transition to
operational
support
obtain project
assessment
report; plan for
future upgrades
and/or changes
Information
Technology
provide guidance
on IT
infrastructure
capabilities, etc.
recommend
window for
acquisition, and
for systems
integration
security &
accessibility
evaluation
hardware
decisions and
provisioning
discussions
confirm
technology
integration
detailed
discussions
regarding
customization
needs
installation and
SIS integration
train help desk installation and
SIS integration;
technical
problem
resolution
provide help-
desk support for
faculty and
students
evaluate system
performance
based on SLA;
alert for contract
renewal, etc.
Academic Units provide guidance
on current usage
patterns and
future needs
recommend
window for
acquisition
develop
evaluation
criteria; vendor
research and
consumer
reviews
identify
evangelists to
begin the change
process
begin discussions
about business
process changes
and transitions
make decisions
regarding
business process
changes vs.
customization
issues
engage
departments to
confirm results of
Fit/Gap analysis
develop learning
community, e.g.
faculty training,
etc.
provide support
to faculty,
courseware, class
setup, etc.
provide academic
support to
faculty and
students
evaluate
functionality of
system and
provide report
Instructional Design
and Support
provide guidance
on future needs
propose
evaluation
criteria; develop
transition
strategies
conduct
evaluation by
instructional
designers
develop
transition
schedule
plan for
necessary
conversion
processes
support
discussions
regarding
business process
changes vs.
customization
engage
departments to
confirm results of
Fit/Gap analysis
develop learning
community, e.g.
faculty training,
etc.
provide support
to faculty,
courseware, class
setup, etc.
provide course
and instructional
design support to
directors and
faculty
evaluate
functionality of
system and
provide report
Marketing and
communication
provide guidance
on public
perceptions
get direction
from Academic
Units and IT for
communications
sketch the
communications
plan, for message
consistency
provide
communications
plan to
stakeholders
provide
communications
updates to the
committee
develop branding
& style sheets
roll out
communication
plan
communicate to
constituents and
stakeholders
communicate to
constituents and
stakeholders, as
needed
evaluate
effectiveness of
communications,
surveys, etc.
Faculty and Faculty
Senates
provide feedback
on current
limitations
propose
evaluation
criteria
participate in
evaluation
prepare for
change
prepare for
change
support
discussions
regarding
business process
changes vs.
customization
discuss training
needs and
provide input to
training plan
participate in
training and
conversion
planning
classroom setup provide feedback
to Academic
Units regarding
support needs to
be incorporated
in future releases
evaluate
functionality of
system and
provide report
A Guide for Planning Communications During LMS Selection, Implementation and Beyond
Created by WCET’s Common Interest Group on the Ownership and Evaluation of LMS Solutions, 2010
WICHE Cooperative for Educational Technologies (WCET) www.wcet.wiche.edu
Steps 
Communicators
Strategic
Planning
Decision to
Procure/
Upgrade
RFP and
Vendor
Evaluation
Vendor
Selection
Procurement
Process
Fit/Gap
Analysis
Design Development
and Training
Deployment Support Assessment
Change? When? Who? What? Why? How? Sustain?
Students or Student
Senate
Organizations
Provide feedback
on current
limitations (user
experience)
propose
evaluation
criteria
participate in
evaluation
prepare for
change
prepare for
change
Support
classroom needs
provide feedback
to Academic
Units regarding
support needs to
be incorporated
in future releases
provide
responses to
student surveys,
etc.
Enrollment
Management/
Registrar’s Office
Provide feedback
on current
limitations
(constituencies)
propose
evaluation
criteria
participate in
evaluation
revise schedule
and text
descriptions
support
discussions
regarding
business process
changes vs.
customization
test SIS
connections
set up services to
promote online
environments
Governing Bodies Provide direction
for shared
service needs for
systems,
partners, etc.
Collaborate with
Executive/Steerin
g committee on
issues
participate in
evaluation,
determine role of
broader
community
K-12, Others Served
(if applicable)
Advising participate in
evaluation
Vendor none provide general
information: RFI
helps frame RFP
provide specific
information in
response to RFP
provide
demonstrations,
references and
test accounts
provide answers,
alternatives and
support
regarding
business process
changes vs.
customization
access to
installation
support
access to faculty-
oriented
technical support
furnish
implementation
needs
provide support
based on service
level agreement
provide usage
reporting;
evaluate support
based on service
level agreement

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2010 LMS/CMS Communication Guide

  • 1. A Guide for Planning Communications During LMS Selection, Implementation and Beyond Created by WCET’s Common Interest Group on the Ownership and Evaluation of LMS Solutions, 2010 WICHE Cooperative for Educational Technologies (WCET) www.wcet.wiche.edu Steps  Communicators Strategic Planning Decision to Procure/ Upgrade RFP and Vendor Evaluation Vendor Selection Procurement Process Fit/Gap Analysis Design Development and Training Deployment Support Assessment Change? When? Who? What? Why? How? Sustain? Executive/ Steering Committee Initiate overall direction, for selection, frequency of change, etc. Set direction for procurement, mandates, purchasing process, etc. RFP shepherding oversee RFP, Legal, other issues provide funding sources and communicate change ultimately resolve business process changes vs. customization issues approval to confirm results of Fit/Gap analysis upward project communication provide high- level support to resolve issues – transition to operational support obtain project assessment report; plan for future upgrades and/or changes Information Technology provide guidance on IT infrastructure capabilities, etc. recommend window for acquisition, and for systems integration security & accessibility evaluation hardware decisions and provisioning discussions confirm technology integration detailed discussions regarding customization needs installation and SIS integration train help desk installation and SIS integration; technical problem resolution provide help- desk support for faculty and students evaluate system performance based on SLA; alert for contract renewal, etc. Academic Units provide guidance on current usage patterns and future needs recommend window for acquisition develop evaluation criteria; vendor research and consumer reviews identify evangelists to begin the change process begin discussions about business process changes and transitions make decisions regarding business process changes vs. customization issues engage departments to confirm results of Fit/Gap analysis develop learning community, e.g. faculty training, etc. provide support to faculty, courseware, class setup, etc. provide academic support to faculty and students evaluate functionality of system and provide report Instructional Design and Support provide guidance on future needs propose evaluation criteria; develop transition strategies conduct evaluation by instructional designers develop transition schedule plan for necessary conversion processes support discussions regarding business process changes vs. customization engage departments to confirm results of Fit/Gap analysis develop learning community, e.g. faculty training, etc. provide support to faculty, courseware, class setup, etc. provide course and instructional design support to directors and faculty evaluate functionality of system and provide report Marketing and communication provide guidance on public perceptions get direction from Academic Units and IT for communications sketch the communications plan, for message consistency provide communications plan to stakeholders provide communications updates to the committee develop branding & style sheets roll out communication plan communicate to constituents and stakeholders communicate to constituents and stakeholders, as needed evaluate effectiveness of communications, surveys, etc. Faculty and Faculty Senates provide feedback on current limitations propose evaluation criteria participate in evaluation prepare for change prepare for change support discussions regarding business process changes vs. customization discuss training needs and provide input to training plan participate in training and conversion planning classroom setup provide feedback to Academic Units regarding support needs to be incorporated in future releases evaluate functionality of system and provide report
  • 2. A Guide for Planning Communications During LMS Selection, Implementation and Beyond Created by WCET’s Common Interest Group on the Ownership and Evaluation of LMS Solutions, 2010 WICHE Cooperative for Educational Technologies (WCET) www.wcet.wiche.edu Steps  Communicators Strategic Planning Decision to Procure/ Upgrade RFP and Vendor Evaluation Vendor Selection Procurement Process Fit/Gap Analysis Design Development and Training Deployment Support Assessment Change? When? Who? What? Why? How? Sustain? Students or Student Senate Organizations Provide feedback on current limitations (user experience) propose evaluation criteria participate in evaluation prepare for change prepare for change Support classroom needs provide feedback to Academic Units regarding support needs to be incorporated in future releases provide responses to student surveys, etc. Enrollment Management/ Registrar’s Office Provide feedback on current limitations (constituencies) propose evaluation criteria participate in evaluation revise schedule and text descriptions support discussions regarding business process changes vs. customization test SIS connections set up services to promote online environments Governing Bodies Provide direction for shared service needs for systems, partners, etc. Collaborate with Executive/Steerin g committee on issues participate in evaluation, determine role of broader community K-12, Others Served (if applicable) Advising participate in evaluation Vendor none provide general information: RFI helps frame RFP provide specific information in response to RFP provide demonstrations, references and test accounts provide answers, alternatives and support regarding business process changes vs. customization access to installation support access to faculty- oriented technical support furnish implementation needs provide support based on service level agreement provide usage reporting; evaluate support based on service level agreement