The request-for-proposal (RFP) process can be time-consuming, but can also yield meaningful results. In your search for the Moodle LMS, a targeted RFP can identify the candidates that best address your organization’s exact needs and wants—if the questions and structure are correctly tailored to solicit the right information. This webinar will cover the need-to-know tips for writing a Moodle LMS RFP, and provide templated elements from which to work from. Register for this webinar to learn more about the following key elements to a successful Moodle RFP: - Designing an LMS RFP to meet your technical project requirements - Compatibility and standards requirements for the most popular Moodle plugins - Hosting requirements for a secure cloud hosting environment - Implementation tips from leading organizations including: YMCA, Kodak Alaris & Rutgers University - Frequently asked questions from leading companies who have successfully deployed a Moodle LMS

1. ACCELERATE LEARNING PERFORMANCE
James Nicolson
Product Manager
Top 7 Best Practices for Your
Moodle RFP

2. Housekeeping
• Sound and Audio
• Poll Questions
• Q&A at the End
• Presentation Recording and Slides
• Post-Webinar Survey

3. Speakers Today
James Nicolson
Product Manager
Zaqir Virani
Product Marketing

4. Agenda
• RFP’s: A History
• 7 Best Practices for Your RFP
• Frequently Asked Questions
• Tips from Leading Organizations
• RFP Template Walkthrough

5. #
Poll Question #1
Are you or your team tasked to create an LMS RFP?
❑ Yes!
❑ Not yet, but soon—we can feel it on the wind…
❑ Nope.

6. #
Poll Question #2
When considering your LMS vendors, what do you feel
to be the most important aspect?
❑ Price
❑ Functionality
❑ Integration
❑ Company History

7. What exactly is an RFP?
❑ A request for proposal is a document
that business organizations send to
potential vendors to prompt proposal
bids.
❑ Can be a standalone document or form
part of the proposal shortlisting process
that may include an RFI/RFQ, interview or
vendor demo.
❑ RFPs can be opened for public
submission (available to anyone) or
directed to a specific subset of shortlisted
vendors.

8. What is the Challenge?
❑ Clearly identifying the overall requirement
❑Identifying the appropriate subject matter
experts
❑Setting the budget

9. What is the Challenge?
(ctd.)
❑ Estimating a realistic timeline
❑ Lengthy preparation process
❑ Creating a document to company standards and policies
❑ Selecting the shortlist

10. #
Poll Question #3
What has your greatest challenge been?
❑ I don’t know what information I need to be asking about Moodle
❑ I don’t have a clear idea of what our project requirements are
❑ I am working under a tight deadline
❑ I have no support in this undertaking
❑ Other? (Include it in the question panel)

11. RFP Preparation

12. Tip #1: Background, Goals, and Objectives
Background
Company ABC is currently using Moodle LMS to deliver
compliance based safety training for its operations and customer
facing teams.
Goal
Company ABC will provide online learning and/or training to help
the organization achieve achieve x, y & z
Objective
With Moodle/Totara LMS, Company ABC will provide learning
and/or training that delivers [tangible outcomes that align to
business-wide objectives]

13. Tip #2: Submission Instructions
Submission Instructions
❑ Clear submission instructions
❑ Use online or email submission if possible
❑ Set suitable deadlines for postal submission
Response Style
❑ Use long and short answer questions
❑ Add weighting or priorities to key product requirements
❑ Provide use cases to better explain requirements

14. Hosting Partner Platform & Features

15. ❑ Expandable & scalable capacity (users & storage)
❑ Unlimited bandwidth
❑ 99.9%+ uptime guarantee
❑ Hosting location
❑ Dedicated cloud
❑ Unique URL
❑ CDN (media serving)
Tip #3: Hosting Platform & Security

16. Tip #3: Hosting Platform & Security
(ctd.)
Hosting Security Procedures
❑ International security compliance
standards met
❑ Data encryption
❑ Disaster Recovery/ Redundancies
❑ Datacentre Security

17. Tip #4: Moodle Version & Plugins
❑ Supported version
❑ Upgrade frequency
❑ Supported plugins
❑ How are plugins managed?

18. ❑ What themes do you have access
to?
❑ Does the vendor provide their own
theme?
❑ What level of customization do you
get with styling of Moodle
Tip #5: Branding

19. Tip #6: Drill into Reporting Capabilities
❑ Can I access all of my Moodle data?
❑ What executive dashboards are provided?
❑ Can I customize views?
❑ Out-of-the-box reports?
❑ Automated report delivery?
❑ Ad-hoc analysis?

20. Tip #7: Integrations & Custom Development
❑ Student Information Systems
(SIS)
❑ Plagiarism
❑ CRMs: Salesforce, InfusionSoft
❑ Single sign on (SSO)
❑ Webinar applications
❑ Content libraries

21. Tip #8: Customer Support
❑Hours of Operation
❑Response Time
❑Communication channels
❑Support KPI
❑24 x 7 x 365 Monitoring
Existing Customer References and Testimonials

22. Tip from Kodak Alaris
Debbie Wehrle
Director of Training
and Development
Consider how Moodle can be applied
beyond your current use case
“We started out only training employees in
Moodle and then quickly realized it would also
be an amazing platform to train our sales
team and channel resellers!”

23. Tip from Children’s Hospital
Wisconsin
Bridget Clementi
VP Community Health
Think through stakeholder use cases
diligently
“Really think about use cases for each user in
the system – learners, administrators and
teachers, so you can correctly set up your
structure & course access from the get-go.”

24. Lambda Solutions
#
Totara & Moodle
are 80% more cost
effective
Managed cloud
hosting reduces
your IT operating
costs by more than
40%
Over 12 years of
experience and
600 customer
implementations

25. You’re in Good Company

26. RFP Template Walkthrough

27. #
Q&A

28. Follow Up
• Recording & slides to follow
• Resources
• Post-webinar satisfaction survey

29. Your TOLL FREE +1.877.700.1118
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