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RFP Package · Enterprise Applications

Corporate Learning Management Systems (LMS / LXP) RFP questions and template

126 questions, 10 demo scenarios and a five-vendor scorecard for choosing Corporate Learning Management Systems (LMS / LXP) software, in one Excel workbook.

Buy the workbook, from $499Read sample questions

What this package is for

Use it to run a Corporate Learning Management Systems (LMS / LXP) software selection, from the first long list to the final scorecard.

What the category covers. Software that assigns, delivers and tracks employee training: online courses and standards-based packages, instructor-led sessions, assessments, certifications and audit evidence, skills, reporting and AI features. Bought by HR, learning and development, and compliance teams replacing an LMS or adding extended-enterprise training.

A selection usually runs in three rounds. The package has questions for each:

  • RFI, to the long list. 26 questions screen out products that lack something you need.
  • RFP, to the shortlist. 63 questions ask how each product does the work.
  • Deep dive, to the finalists. 37 questions ask for proof on your own data.

10 demo scenarios tell each vendor what to load and what to show, so every product does the same work in front of you. 80 due-diligence questions cover security, integration, implementation and exit. The scorecard weights the answers and ranks up to five vendors.

Each question comes with why it matters, what a good answer looks like and the red flags, so the people scoring the replies know what to look for.

3 questions from the package

From the RFI round. The first shows part of the guide each question carries; the workbook adds follow-ups, how to verify the answer, a priority and a weight.

1. Describe how your product reassigns a required course to each learner when its [renewal interval] elapses.

Why it matters. If each cycle needs a manual re-assignment, required training can lapse between cycles without anyone noticing. The buyer then has gaps in the evidence it must show for each period.

Good answer
  • Recurrence is set on the assignment rule or the course requirement itself.
  • Each cycle creates a new assignment instance and keeps the prior completion as a separate record.
  • Learners who join the audience after the rule was created receive the recurring requirement without extra setup.
Red flags
  • Recurrence depends on a scheduled re-import, a script, or an administrator re-enrolling learners.
  • The new cycle overwrites or resets the prior completion record.

2. Does your product track completion of uploaded video, PDF, slide deck and audio files as learning items?

Why it matters. Much required content is a policy PDF or a recorded briefing, not a packaged course. Untracked files leave gaps in the completion record.

3. Does your product provide a resource library of documents, videos and links that learners can browse and search without enrolling in a course?

Why it matters. If job aids and reference documents can only be reached inside courses, learners must enroll in and navigate a course to find a one-page procedure. The material then goes unused at the point of need.

Capability areas

Compliance, certification and audit evidence (15)

Covers recurring required training, certification issue, expiry and renewal, expiry notices, attestations and e-signatures, verifiable certificates, external training records, the completion-record change history and the auditor-facing evidence export. Generic security certifications held by the vendor are out of scope; the compliance-certifications module covers them.

Content standards, playback and versioning (13)

Covers import and playback of SCORM 1.2, SCORM 2004, cmi5 and LTI 1.3, xAPI capture through an included or external Learning Record Store, conformance test evidence, readable import errors, uploaded media items, package and storage limits, and course versions tied to completions. Browser authoring and third-party libraries are out of scope; AUT covers them.

Authoring, resource library and third-party content (9)

Covers in-browser course building, accessible authoring prompts, external URL and embed items, a browsable resource library, learning objectives, short modules, and connections to licensed content libraries with tracked completions. AI generation of content is out of scope; AIL covers it.

Catalog, enrollment, learning paths and assignment rules (13)

Covers the audience-filtered catalog, self-enrollment, approval routing, prerequisites and overrides, ordered learning paths, rule-based assignment on HR fields, due-date logic, notification templates and timing, individual path changes, and scheduled follow-up items. Recurrence of required training is out of scope; CMP covers it.

Instructor-led and virtual training (9)

Covers session scheduling across time zones, seats and waitlists, calendar invitations, attendance capture and import from web conferencing, instructor qualification and availability, rooms and materials, session costs, and session evaluations. Online self-paced delivery is out of scope.

Assessments and practical sign-off (9)

Covers question types, question banks and randomization, automatic scoring, routing of essay and file answers to graders, pass marks and attempt rules, item analysis, results per objective, observation checklists, and assessment-integrity options such as lockdown or proctoring integration. Course evaluation surveys are out of scope; RPT covers them.

Skills model, development plans and recommendations (11)

Covers the skills or competency framework and proficiency levels, role-to-skill and content-to-skill mapping, skill evidence from self, manager and assessment sources, gap analysis, development plans, mentoring records, explained recommendations, and skills exchange with the HCM. General HR data synchronization is out of scope; ADM covers it.

Learner experience, mobile and social learning (10)

Covers the learner home page and transcript, mobile browser and native apps, offline completion and sync, cross-device resume, translated content display, branding, learning in the flow of work, discussions, communities, learner-submitted content, gamification and Open Badges 3.0. Formal accessibility conformance evidence is out of scope; the accessibility module covers it.

Reporting, analytics and manager views (10)

Covers standard reports, per-learner per-item progress, custom and scheduled reports, administrator dashboards, manager team views limited to direct and indirect reports, survey results, and reporting on xAPI activity alongside course data. The auditor-facing compliance export is out of scope; CMP covers it.

AI for learning content and learner assistance (10)

Covers generated courses, questions, summaries and translations, draft-and-review workflow before publishing, per-feature on/off controls, the data each feature uses, and assistant behavior on questions about buyer policy and regulated content. Model governance, bias testing and agent permission controls are out of scope; the AI modules cover them.

Extended enterprise portals and commerce (8)

Covers separate portals for partners and customers with their own catalogs, users, branding and delegated administrators, course sales with card payment, and the exchange of external-learner data with a CRM. Internal employee audiences are out of scope.

Administration, HR data and learning-record integrity (9)

Covers scoped administrator roles, dynamic audiences, HR-driven hires, transfers and leavers, user records kept through deactivation and reactivation, searchable admin logs, logging of learner-record exports, a configuration sandbox, import of historical completions and certification dates from a prior LMS, and completion feeds back to HR or a warehouse. Generic SSO, SCIM and API surface are out of scope; the integration module covers them.

Demo scenarios

Each scenario lists the data to load before the demo, then the steps to show, and the questions it scores.

  1. Missed certification deadline through to audit export
  2. Role transfer and leaver flowing from HR feed
  3. Importing and tracking our course packages
  4. Onboarding path with a full virtual session
  5. Exam grading and practical sign-off to certificate
  6. From role skill targets to a development plan
  7. AI assistant and generated course under review
  8. Frontline learner completing training offline
  9. Branded partner academy with paid courses
  10. Building a course in the browser editor

Due diligence

The workbook carries the screening questions from these modules. Each module is also sold on its own.

Questions about this package

How many Corporate Learning Management Systems (LMS / LXP) RFP questions are there?

126 solution questions in 12 capability areas: 26 for the RFI, 63 for the RFP and 37 deep-dive questions for the finalists. The workbook adds 80 due-diligence questions on security, integration, implementation and exit.

What comes with each question?

Why it matters, good-answer signals, red flags, follow-up questions, how to verify the answer (a demo step, a test or a document), and a suggested priority and weight for scoring.

Can I edit the questions?

Yes. The workbook is an ordinary Excel file. Change, add or remove questions, and change the weights; the scorecard recalculates.

Which license do I need?

The Enterprise License covers any number of evaluations inside one organization. The Consultancy License covers use with any number of clients. Neither allows reselling or republishing the questions.

Before you shortlist

The buyer guide compares the products in this category and what decides between them.

Buyer Guide
Corporate Learning Management Systems (LMS / LXP)