LMS Discovery Session Questionnaire

Your Info
Name*
First Last
Company Name*
Email*
Website Project Name*
Desired Launch Date*
Describe your course or program offering*

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Purpose
This is your opportunity to tell us why you need a website and what the website should achieve. The more information you give us here, the better the solution we will be able to provide. Ignore any questions that are not relevant.
What are your Top 5 Goals for your LMS website?
It's helpful to set SMART goals as it keeps all of us on the same page and moving in the same direction. IE: Goals that are specific, measurable, achievable, relevant and time-bound.

With this in mind, what are the top 5 business needs of your new website?

EG:
- Deliver general online training
- Deliver CEU accredited training
- Create a certification program
- Provide a forum area for student interaction
- Webinar/coaching call replay archive
- Resource listings
- Whitelabeled or branded sub-sites for individual clients or organizations
- etc.
Goal #1
Goal #2
Goal #3
Goal #4
Goal #5

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Desired Features
For each of the following features, indicate whether they are:
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Drip Feed Content*
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Lesson Timers*
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Flexible Prerequisites*
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Gradebook*
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Learning Paths*
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Course Points*
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Certificates*
Design your own certifications that are valid for predefined periods of time. Support a variety of compliancy scenarios that might require a re-certification.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Badges*
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Drag 'n Drop Course Builder*
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Lesson Library*
Create a library of lessons that can be used in multiple courses. When you update the lesson, it auto-updates in all courses.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
File Repository*
Organize, reuse and share files with selected users.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Assignment Management*
Allow students to upload assignments. Optionally require approval or auto-approve.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Videoconference support*
Meet with the integrated videoconference. Additional support for various videoconference solutions.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Gamification*
Bring your courses to life with Badges, Points, Levels, Rewards and Leaderboards. Customize your gamification experience to the maximum through the Gamification Engine.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Rich communication tools*
Support for Personal messages, Calendar and Discussion forums.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Extensible profiles*
Add custom info fields to your user profiles or courses and enrich the details you collect and report upon.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Group management*
Create groups of students, and assign Group Leaders who can monitor progress of their group.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Expire access to courses*
Allow learners to have indefinite access to your courses, or you can expire access after a certain amount of time. This is a perfect way to encourage re-certifications and renewals from your learners.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Blended Learning*
Mix eLearning with instructor-led training. Deliver instructor-led training events either in a classroom or via videoconferencing.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Multilingual*
Make your site and courses available in multiple languages.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Customizable*
Use your own domain and logo. Customize your communication emails. Tailor the system in depth to fit your precise needs.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Zapier Integration*
Integrate with external services through Zapier.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
CRM Integration*
Integrate with external CRM such as Salesforce, Infusionsoft, ActiveCampaign, and more.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Themeable*
Customize the look and feel of your portal. Add your own CSS or JavaScript on top of it.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Page Builder*
Create modern, responsive pages with a drag 'n drop builder.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Membership area with protected non-course content*
Give your students access to video replays, articles, and other content that isn't part of a course.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Corporate or Parent-Child Memberships*
Allow a company or individual to purchase memberships in bulk and manage adding or removing users from the portal.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Scorm & Tin Can (xApi)*
Support for the latest industry standard in content interoperability.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Learning Record Store (LRS)*
External system for receiving, storing and returning data about learning experiences, achievements and job performance.

An LRS enables modern tracking of a wide variety of learning experiences, including real world activities, mobile apps and even job performance. Data from these experiences can be shared with other systems for reporting analytics and to support adaptive learning experiences. As the LRS collects data from a range of experiences, these sets of data can be compared and collated to evaluate the effectiveness of training programs and learning solutions.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Branded Sub-Sites*
Ability to create sub-sites or branches custom designed or whitelabeled for selected clients.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Sync Lesson Library from Master to Sub-sites*
Create a lesson library in the Master site, and when you update a lesson in the Master, it auto-updates in the Sub-Site.
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Assessments/Quizzing*
- Required
- Very Important
- Important
- Somewhat Important
- Not Important
Quiz Types needed
(check all that apply)
- Select All
- Single Choice
- Multiple Choice
- Free Text
- Sorting / Drag-n-Drop
- Matching
- Essay
- Fill-in-the-Blank
- Survey
- Other
Quiz Features needed
(check all that apply)
- Select All
- Limit Attempts
- Set Question Weight
- Randomize
- Time Limits
- Hints
- Require Learner "Selfie" to verify identity
- Other
Do you have any special requirements for quizzing?
If you selected "Other" for Quiz Types or Quiz Features, explain those requirements here.
Other Features
Reporting Requirements
Describe the level of reporting requirements you need.

Basic reporting on student progress in their courses?

Extensive reporting about everything within your eLearning environment. A timeline of all system actions for access to what happened, by whom and when. A reports generator to delve into details.

Other?
Student Engagement
Describe the desired level of student engagement with the instructors and course.

Track login status (ie, how long since last login)?

Send login reminders?

Send customized emails based on various events such as:
- New lesson available
- Lesson completed
- Quiz pass or fail
- Course completed
- other custom interactions

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Design Concept
How do you want people to feel when they interact with your brand? Safe and secure, edgy and excited, exclusive and cool, like they belong?
Do your competitors have websites? If so, list them here so we can make sure yours is better 🙂
Tell us about your competitors.
Who else is competing for the attention of your ideal customer and what are they doing that you think is working?
Are the any other websites in particular that you like the design of? Why?

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Please provide any additional details that you feel are relevant to the project or that you would like to address in the Discovery Session.

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Step 1 of 7

Your Info

Project Details

What Does Success Look Like?

Purpose

What are your Top 5 Goals for your LMS website?

Desired Features

For each of the following features, indicate whether they are:

Other Features

eCommerce Features

Design Concept